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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
486
shares
|
$36,586
0.01% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
485
shares
|
$36,510
0.01% of portfolio
|
Q1 2024
Reduced 6.19%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
477
shares
|
$35,908
0.01% of portfolio
|
Q3 2023
Reduced 28.27%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
476
shares
|
$35,833
0.01% of portfolio
|
Q2 2024
Reduced 23.84%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
474
shares
|
$35,682
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
457
shares
|
$34,402
0.01% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
440
shares
|
$33,123
0.02% of portfolio
|
Q1 2023
Reduced 36.51%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
435
shares
|
$32,746
0.02% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
430
shares
|
$32,370
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
426
shares
|
$32,069
0.01% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
424
shares
|
$31,918
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
419
shares
|
$31,542
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
401
shares
|
$30,187
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
400
shares
|
$30,112
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
398
shares
|
$29,961
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
386
shares
|
$29,058
0.0% of portfolio
|
Q2 2024
Added 1384.62%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
385
shares
|
$28,982
0.0% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
380
shares
|
$28,606
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
379
shares
|
$28,531
0.01% of portfolio
|
Q3 2024
Reduced 44.35%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
374
shares
|
$28,154
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
373
shares
|
$28,079
0.01% of portfolio
|
Q3 2024
Reduced 98.86%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
372
shares
|
$28,004
0.0% of portfolio
|
Q2 2024
Added 35.27%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
355
shares
|
$26,724
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
352
shares
|
$26,498
0.01% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 18, 2024 Q3 2024 |
350
shares
|
$26,348
0.0% of portfolio
|
Q1 2022
New holding
|