Institutional Ownership Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC). We have compiled data on the 2,502 institutions that hold shares in the stock, with a total of 2.27 Billion shares, which have been reported (via 13F filing form) to have a value of $167 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,479
shares
|
$108,824
0.04% of portfolio
|
Q4 2022
Reduced 15.44%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,476
shares
|
$108,604
0.01% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,466
shares
|
$107,868
0.03% of portfolio
|
Q3 2024
Added 39.62%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,463
shares
|
$107,647
0.03% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,460
shares
|
$107,426
0.07% of portfolio
|
Q2 2024
Reduced 25.4%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,444
shares
|
$106,249
0.02% of portfolio
|
Q3 2023
Added 5.94%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,435
shares
|
$105,587
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,431
shares
|
$105,292
0.02% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
1,430
shares
|
$105,219
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,429
shares
|
$105,145
0.01% of portfolio
|
Q2 2024
Added 33.68%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,425
shares
|
$104,851
0.02% of portfolio
|
Q4 2023
Added 11.76%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
1,415
shares
|
$104,115
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
1,406
shares
|
$103,453
0.01% of portfolio
|
Q3 2024
Reduced 39.19%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
1,400
shares
|
$103,012
0.06% of portfolio
|
Q3 2023
Reduced 96.64%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,353
shares
|
$99,553
0.12% of portfolio
|
Q3 2023
Added 0.82%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
1,328
shares
|
$97,714
0.04% of portfolio
|
Q4 2023
Reduced 12.57%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,326
shares
|
$97,567
0.05% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,305
shares
|
$96,021
0.05% of portfolio
|
Q2 2022
Reduced 24.39%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,300
shares
|
$95,654
0.02% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
1,293
shares
|
$95,138
0.04% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
1,282
shares
|
$94,329
0.02% of portfolio
|
Q3 2024
Added 28.2%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,279
shares
|
$94,108
0.02% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
1,266
shares
|
$93,152
0.05% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,261
shares
|
$92,784
0.01% of portfolio
|
Q3 2024
Reduced 53.12%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,260
shares
|
$92,710
0.03% of portfolio
|
Q2 2023
New holding
|