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 $171 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,030
shares
|
$77,538
0.01% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,020
shares
|
$76,785
0.01% of portfolio
|
Q3 2024
Reduced 32.67%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,011
shares
|
$76,108
0.02% of portfolio
|
Q1 2024
Reduced 83.57%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$75,280
0.01% of portfolio
|
Q4 2023
Reduced 18.37%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$75,280
0.01% of portfolio
|
Q2 2024
Reduced 99.79%
|
|
|
Westport Asset Management Inc
Southport, CT |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$75,280
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
1,000
shares
|
$75,280
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$75,280
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
995
shares
|
$74,903
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
979
shares
|
$73,699
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
979
shares
|
$73,699
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
965
shares
|
$72,645
0.01% of portfolio
|
Q3 2024
Added 20.02%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
929
shares
|
$69,935
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
900
shares
|
$67,752
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
898
shares
|
$67,601
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
896
shares
|
$67,450
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
851
shares
|
$64,063
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
849
shares
|
$63,912
0.03% of portfolio
|
Q3 2024
Added 31.42%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
831
shares
|
$62,557
0.0% of portfolio
|
Q4 2023
Added 3.49%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
828
shares
|
$62,331
0.01% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
807
shares
|
$60,750
0.04% of portfolio
|
Q3 2024
Reduced 93.39%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
800
shares
|
$60,224
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
797
shares
|
$59,998
0.0% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
780
shares
|
$58,718
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
778
shares
|
$58,567
0.0% of portfolio
|
Q3 2024
Reduced 12.58%
|