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Wells Fargo & Company (WFC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Wells Fargo & Company (NYSE:WFC)

Current
Institutional Ownership
Percentage
75.90%
Number of
Institutional Buyers
(last 12 months)
1128
Total
Institutional Inflows
(last 12 months)
$7.41B
Number of
Institutional Sellers
(last 12 months)
1031
Total
Institutional Outflows
(last 12 months)
$5.55B
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WFC Institutional Buying and Selling by Quarter

Wells Fargo & Company Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Fayez Sarofim & Co11,938$692K0.0%-4.0%0.000%
5/14/2024LGT Group Foundation63,334$3.67M0.1%-19.8%0.002%
5/14/2024Shell Asset Management Co.35,422$2.05M0.1%+35.7%0.001%
5/14/2024Payden & Rygel Investment Group454,000$26.31M1.2%N/A0.013%
5/14/2024Crewe Advisors LLC5,211$302K0.0%N/A0.000%
5/14/2024Elgethun Capital Management91,640$5.29M1.3%-0.2%0.003%
5/14/2024Front Street Capital Management Inc.9,111$528K0.1%-1.9%0.000%
5/14/2024MQS Management LLC6,200$359K0.2%N/A0.000%
5/14/2024 Natixis261,529$15.16M0.1%-84.3%0.008%
5/14/2024 InterOcean Capital Group LLC50,299$2.92M0.1%-6.1%0.001%
5/14/2024 Pitcairn Co.41,891$2.43M0.2%-10.2%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund1,679,000$97.32M0.3%+76.9%0.048%
5/14/2024 CANADA LIFE ASSURANCE Co1,504,570$87.27M0.2%-2.6%0.043%
5/14/2024 Round Hill Asset Management41,547$2.41M1.5%-0.6%0.001%
5/14/2024 Oxford Financial Group LTD. LLC5,115$296K0.0%+7.4%0.000%
5/14/2024 American International Group Inc.911,525$52.83M0.2%-1.2%0.026%
5/14/2024 Vaughan David Investments LLC IL4,845$281K0.0%-5.8%0.000%
5/14/2024 Twin Capital Management Inc.79,459$4.61M0.6%-6.1%0.002%
5/14/2024 Lake Street Advisors Group LLC24,921$1.44M0.1%+98.9%0.001%
5/13/2024 Capitolis Liquid Global Markets LLC52,800$3.06M0.0%N/A0.002%
5/13/2024 Delta Asset Management LLC TN460,571$26.70M2.4%-1.2%0.013%
5/13/2024 UniSuper Management Pty Ltd1,198,987$69.49M0.7%+378.5%0.034%
5/13/2024 Clearbridge Investments LLC2,179,279$126.31M0.1%-44.7%0.063%
5/13/2024 O Shaughnessy Asset Management LLC744,441$43.15M0.5%+55.9%0.021%
5/13/2024 Ameritas Investment Partners Inc.96,731$5.61M0.2%+8.6%0.003%
5/13/2024 Alerus Financial NA152,666$8.85M0.7%-2.3%0.004%
5/13/2024 Rockport Wealth LLC13,846$803K0.3%N/A0.000%
5/11/2024 Bahl & Gaynor Inc.92,420$5.36M0.0%-1.1%0.003%
5/11/2024 Trustmark National Bank Trust Department5,807$337K0.0%+5.9%0.000%
5/11/2024 Covestor Ltd1,644$95K0.1%-12.6%0.000%
5/11/2024 Cynosure Group LLC53,255$3.09M0.6%-52.3%0.002%
5/11/2024 Hillsdale Investment Management Inc.3,250$188K0.0%-17.7%0.000%
5/11/2024 Ironwood Investment Counsel LLC15,711$911K0.2%-34.7%0.000%
5/11/2024 Catalytic Wealth RIA LLC4,599$267K0.1%N/A0.000%
5/11/2024 Jacobi Capital Management LLC17,954$1.04M0.1%+33.6%0.001%
5/11/2024 Chiron Capital Management LLC19,713$1.14M1.0%-34.6%0.001%
5/11/2024 Patten & Patten Inc. TN6,189$359K0.0%+8.8%0.000%
5/10/2024 Allstate Corp12,200$707K0.1%-3.3%0.000%
5/10/2024 Blue Barn Wealth LLC5,497$319K0.2%-38.0%0.000%
5/10/2024 Connors Investor Services Inc.239,745$13.90M1.5%-0.1%0.007%
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5/10/2024 Acadian Asset Management LLC84,464$4.89M0.0%-15.6%0.002%
5/10/2024 TIAA Trust National Association90,515$5.25M0.0%+2.1%0.003%
5/10/2024 Vanguard Group Inc.317,688,566$18.41B0.4%-1.3%9.112%
5/10/2024 Cornerstone Advisors LLC207,900$12.05M0.5%+2.1%0.006%
5/10/2024 Intech Investment Management LLC124,067$7.19M0.1%-41.7%0.004%
5/10/2024 Clearstead Trust LLC1,617$94K0.0%+13.0%0.000%
5/10/2024 Hoey Investments Inc.126,710$7.34M1.6%+9.7%0.004%
5/10/2024 Nicolet Advisory Services LLC28,861$1.66M0.2%+7.0%0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp1,932,960$112.03M0.3%-10.5%0.055%
5/10/2024 Pinnacle Wealth Planning Services Inc.16,379$949K0.1%-50.6%0.000%
5/10/2024 M&G Plc630,707$36.58M0.2%N/A0.018%
5/10/2024 Banco Santander S.A.72,189$4.18M0.1%-27.2%0.002%
5/10/2024 Tocqueville Asset Management L.P.11,061$641K0.0%+13.3%0.000%
5/10/2024 J.Safra Asset Management Corp740$43K0.0%+704.3%0.000%
5/10/2024 Sentry Investment Management LLC20,840$1.21M0.5%+43.2%0.001%
5/10/2024 TCTC Holdings LLC7,335$425K0.0%-31.9%0.000%
5/10/2024 1ST Source Bank16,471$955K0.1%-6.3%0.000%
5/10/2024 Garrison Point Advisors LLC17,026$987K0.6%+1.8%0.000%
5/10/2024 Nwam LLC5,454$327K0.0%-3.6%0.000%
5/9/2024 Forum Financial Management LP49,938$2.89M0.0%-1.3%0.001%
5/9/2024 RFP Financial Group LLC440$26K0.0%-89.5%0.000%
5/9/2024 Dorsey & Whitney Trust CO LLC145,720$8.45M0.6%-2.4%0.004%
5/9/2024 Brighton Jones LLC46,058$2.67M0.1%+29.1%0.001%
5/9/2024 ProVise Management Group LLC354,005$20.52M1.8%+4.9%0.010%
5/9/2024 Leo Wealth LLC4,747$275K0.0%+5.3%0.000%
5/9/2024 Private Portfolio Partners LLC10,548$611K0.1%-1.6%0.000%
5/9/2024 Orion Portfolio Solutions LLC134,127$7.77M0.1%+4.2%0.004%
5/9/2024 Picton Mahoney Asset Management132,140$7.66M0.2%-6.2%0.004%
5/9/2024 Kingsview Wealth Management LLC80,161$4.65M0.1%+25.9%0.002%
5/9/2024 Wealthquest Corp3,609$209K0.0%N/A0.000%
5/9/2024 TBH Global Asset Management LLC6,382$370K0.1%+19.1%0.000%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.4,408,826$255.54M0.4%+19.8%0.126%
5/9/2024 Fortis Capital Advisors LLC7,996$463K0.2%N/A0.000%
5/9/2024 Private Management Group Inc.13,050$756K0.0%-41.1%0.000%
5/9/2024 Angeles Wealth Management LLC6,843$397K0.0%+50.9%0.000%
5/9/2024 Interchange Capital Partners LLC3,628$213K0.1%N/A0.000%
5/9/2024 State Board of Administration of Florida Retirement System4,344,971$251.84M0.5%+9.1%0.125%
5/9/2024 Eagle Bay Advisors LLC2,960$172K0.1%-12.7%0.000%
5/9/2024 TD Asset Management Inc2,088,267$121.04M0.1%-0.6%0.060%
5/9/2024 Endowment Wealth Management Inc.3,600$209K0.2%N/A0.000%
5/9/2024 Rogco LP1,665$97K0.0%-9.2%0.000%
5/9/2024 Koshinski Asset Management Inc.9,963$577K0.1%N/A0.000%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.49,542$2.87M0.0%-4.7%0.001%
5/8/2024 Entropy Technologies LP74,183$4.30M0.5%N/A0.002%
5/8/2024 Edmond DE Rothschild Holding S.A.330,425$19.15M0.3%-0.3%0.009%
5/8/2024 Cozad Asset Management Inc.3,642$211K0.0%N/A0.000%
5/8/2024 West Wealth Group LLC3,595$208K0.1%-28.5%0.000%
5/8/2024 Bleakley Financial Group LLC60,677$3.52M0.1%-4.8%0.002%
5/8/2024 Baron Wealth Management LLC5,507$319K0.2%-16.5%0.000%
5/8/2024 ProShare Advisors LLC715,985$41.50M0.1%-7.3%0.021%
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5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS790,056$45.79M0.3%-0.7%0.023%
5/8/2024 Avantax Advisory Services Inc.119,750$6.94M0.1%-3.6%0.003%
5/8/2024 SP Asset Management LLC294,260$17.06M1.6%-2.7%0.008%
5/8/2024 Addison Capital Co5,784$335K0.2%-35.1%0.000%
5/8/2024 Hohimer Wealth Management LLC5,323$309K0.1%N/A0.000%
5/8/2024 Russell Investments Group Ltd.4,662,953$270.04M0.4%+1.0%0.134%
5/8/2024 Qsemble Capital Management LP53,780$3.12M0.7%-57.5%0.002%
5/8/2024 QRG Capital Management Inc.528,859$30.65M0.4%+86.6%0.015%
5/8/2024 New Republic Capital LLC5,121$297K0.2%-25.8%0.000%
5/8/2024 Williams Jones Wealth Management LLC.58,810$3.41M0.0%+1.9%0.002%
(Data available from 1/1/2016 forward)

WFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WFC shares?

During the previous two years, 2,100 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were Vanguard Group Inc. ($18.41B), Quilter Plc ($18.27B), Dodge & Cox ($4.50B), Price T Rowe Associates Inc. MD ($3.51B), Capital International Investors ($3.20B), Geode Capital Management LLC ($2.94B), and Norges Bank ($2.62B).Learn more on WFC's institutional investors.

What percentage of Wells Fargo & Company stock is owned by institutional investors?

75.90% of Wells Fargo & Company stock is owned by institutional investors. Learn more on WFC's institutional investor holdings.

Which institutional investors have been buying Wells Fargo & Company stock?

Of the 1,708 institutional investors that purchased Wells Fargo & Company stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($53.29M), Price T Rowe Associates Inc. MD ($34.81M), Capital International Investors ($25.27M), Capital World Investors ($23.15M), Renaissance Technologies LLC ($6.74M), Artemis Investment Management LLP ($6.26M), and LSV Asset Management ($5.67M).

How much institutional buying is happening at Wells Fargo & Company?

Institutional investors have bought a total of 336,357,342 shares in the last 24 months. This purchase volume represents approximately $14.69B in transactions.

Which Wells Fargo & Company major shareholders have been selling company stock?

Of the 1,418 institutional investors that sold Wells Fargo & Company stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($22.36M), Altshuler Shaham Ltd ($12.82M), Vanguard Group Inc. ($11.40M), Capital World Investors ($10.23M), Rothschild & Co Wealth Management UK Ltd ($7.18M), Deutsche Bank AG ($5.77M), and Bank of New York Mellon Corp ($5.13M).

How much institutional selling is happening at Wells Fargo & Company?

Institutional investors have sold a total of 239,391,467 shares in the last 24 months. This volume of shares sold represents approximately $10.30B in transactions.


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This page (NYSE:WFC) was last updated on 5/14/2024 by MarketBeat.com Staff

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