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 2,622 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 $179 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,305
shares
|
$102,834
0.05% of portfolio
|
Q2 2022
Reduced 24.39%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,300
shares
|
$102,440
0.02% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,293
shares
|
$101,888
0.04% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,282
shares
|
$101,021
0.03% of portfolio
|
Q3 2024
Added 28.2%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,279
shares
|
$100,785
0.02% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,267
shares
|
$99,839
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
1,266
shares
|
$99,760
0.05% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,260
shares
|
$99,288
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,244
shares
|
$98,027
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
1,233
shares
|
$97,160
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
1,225
shares
|
$96,530
0.03% of portfolio
|
Q4 2022
Reduced 8.92%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
1,210
shares
|
$95,348
0.03% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,204
shares
|
$94,875
0.04% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,194
shares
|
$94,087
0.01% of portfolio
|
Q4 2021
Reduced 1.57%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
1,188
shares
|
$93,614
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,183
shares
|
$93,220
0.02% of portfolio
|
Q1 2024
Added 294.33%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,182
shares
|
$93,141
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
1,178
shares
|
$92,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,166
shares
|
$91,880
0.05% of portfolio
|
Q3 2024
Reduced 27.44%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
1,159
shares
|
$91,329
0.01% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,117
shares
|
$88,019
0.0% of portfolio
|
Q4 2024
Added 24.39%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
1,112
shares
|
$87,625
0.01% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,102
shares
|
$86,837
0.05% of portfolio
|
Q4 2024
Reduced 32.35%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,097
shares
|
$86,443
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,095
shares
|
$86,286
0.02% of portfolio
|
Q3 2024
Added 3.3%
|