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 2,389 institutions that hold shares in the stock, with a total of 2.44 Billion shares, which have been reported (via 13F filing form) to have a value of $146 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ifs Advisors, LLC
|
Apr 04, 2024 Q1 2024 |
118
shares
|
$7,070
0.01% of portfolio
|
Q2 2023
New holding
|
|
Carolina Wealth Advisors, LLC
|
Apr 05, 2024 Q1 2024 |
113
shares
|
$6,770
0.0% of portfolio
|
Q2 2021
Reduced 54.62%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
104
shares
|
$6,231
0.0% of portfolio
|
Q1 2024
Added 13.04%
|
|
Nemes Rush Group LLC
Novi, MI |
May 15, 2024 Q1 2024 |
104
shares
|
$6,231
0.0% of portfolio
|
Q4 2023
Reduced 95.62%
|
|
Eukles Asset Management
|
May 13, 2024 Q1 2024 |
101
shares
|
$6,051
0.0% of portfolio
|
Q4 2021
Reduced 96.42%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$5,992
0.01% of portfolio
|
Q3 2021
New holding
|
|
Live Oak Investment Partners
Austin, TX |
Feb 14, 2024 Q4 2023 |
100
shares
|
$5,992
0.0% of portfolio
|
Q3 2023
Reduced 80.0%
|
|
Horizon Financial Services, LLC
|
Apr 26, 2024 Q1 2024 |
97
shares
|
$5,812
0.0% of portfolio
|
Q1 2024
New holding
|
|
Toth Financial Advisory Corp
|
Apr 16, 2024 Q1 2024 |
93
shares
|
$5,572
0.0% of portfolio
|
Q1 2023
Reduced 11.43%
|
|
Tfc Financial Management
|
Apr 30, 2024 Q1 2024 |
93
shares
|
$5,572
0.0% of portfolio
|
Q1 2024
Reduced 71.38%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 01, 2024 Q1 2024 |
88
shares
|
$5,272
0.0% of portfolio
|
Q4 2023
New holding
|
|
Motco
|
May 09, 2024 Q1 2024 |
82
shares
|
$4,913
0.0% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
Lfa Lugano Financial Advisors Sa
|
May 03, 2024 Q1 2024 |
81
shares
|
$4,853
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
79
shares
|
$4,733
0.0% of portfolio
|
Q1 2023
Reduced 46.26%
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
79
shares
|
$4,733
0.0% of portfolio
|
Q1 2024
Added 58.0%
|
|
Delta Accumulation, LLC
Sausalito, CA |
May 10, 2024 Q1 2024 |
73
shares
|
$4,374
0.0% of portfolio
|
Q4 2021
New holding
|
|
Moser Wealth Advisors, LLC
|
May 01, 2024 Q1 2024 |
72
shares
|
$4,314
0.0% of portfolio
|
Q1 2024
New holding
|
|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
70
shares
|
$4,194
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fsc Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
68
shares
|
$4,074
0.0% of portfolio
|
Q4 2022
Reduced 48.87%
|
|
Albion Financial Group
|
Apr 19, 2024 Q1 2024 |
67
shares
|
$4,014
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
60
shares
|
$3,595
0.0% of portfolio
|
Q1 2023
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
50
shares
|
$2,996
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 09, 2024 Q1 2024 |
40
shares
|
$2,396
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
35
shares
|
$2,097
0.0% of portfolio
|
Q1 2024
Reduced 99.89%
|
|
Hallmark Capital Management Inc
|
May 03, 2024 Q1 2024 |
26
shares
|
$1,557
0.0% of portfolio
|
Q4 2022
Reduced 93.9%
|