Wells Fargo & Company (WFC) Institutional Ownership

$60.39

+0.69 (+1.16%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 75.90%
Number of Institutional Buyers (last 12 months): 1136
Total Institutional Inflows (last 12 months): $7.41B

Number of Institutional Sellers (last 12 months): 1038
Total Institutional Outflows (last 12 months): $6.66B

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WFC Institutional Buying and Selling by Quarter

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Wells Fargo & Company Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	27,851	$1.65M	0.1%	+2.1%	0.001%
7/26/2024	Eagle Bay Advisors LLC	1,650	$98K	0.1%	-44.3%	0.000%
7/26/2024	Patriot Financial Group Insurance Agency LLC	51,801	$3.08M	0.5%	+11.9%	0.001%
7/26/2024	AustralianSuper Pty Ltd	988,255	$58.69M	0.3%	-2.6%	0.028%
7/26/2024	Atomi Financial Group Inc.	28,371	$1.69M	0.1%	+54.4%	0.001%
7/26/2024	Legato Capital Management LLC	37,484	$2.23M	0.3%	-31.4%	0.001%
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7/26/2024	Sequent Asset Management LLC	7,073	$420K	0.2%	N/A	0.000%
7/26/2024	Signature Estate & Investment Advisors LLC	6,470	$384K	0.0%	N/A	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	460,160	$27.33M	0.0%	-2.8%	0.013%
7/26/2024	State of Michigan Retirement System	1,012,749	$60.15M	0.3%	-4.7%	0.029%
7/26/2024	Callan Family Office LLC	92,002	$5.46M	1.0%	+0.6%	0.003%
7/26/2024	Cohen Investment Advisors LLC	43,451	$2.58M	1.8%	-5.3%	0.001%
7/26/2024	Hyman Charles D	34,951	$2.08M	0.1%	-2.4%	0.001%
7/26/2024	Bailard Inc.	9,164	$544K	0.0%	+25.2%	0.000%
7/26/2024	Verdence Capital Advisors LLC	35,633	$2.12M	0.2%	+32.8%	0.001%
7/26/2024	Bank of New York Mellon Corp	22,435,649	$1.33B	0.3%	-5.4%	0.644%
7/26/2024	Catalyst Financial Partners LLC	10,706	$636K	0.1%	+7.5%	0.000%
7/26/2024	Bristlecone Advisors LLC	7,550	$448K	0.0%	-7.9%	0.000%
7/26/2024	Salomon & Ludwin LLC	4,857	$288K	0.0%	-6.3%	0.000%
7/25/2024	Christopher J. Hasenberg Inc	1,809	$107K	0.0%	N/A	0.000%
7/25/2024	New Millennium Group LLC	2,612	$155K	0.1%	N/A	0.000%
7/25/2024	Addison Capital Co	7,225	$429K	0.2%	+24.9%	0.000%
7/25/2024	Easterly Investment Partners LLC	43,583	$2.59M	0.2%	-1.6%	0.001%
7/25/2024	Raymond James Trust N.A.	138,840	$8.25M	0.2%	-3.0%	0.004%
7/25/2024	Wedgewood Investors Inc. PA	3,884	$231K	0.3%	N/A	0.000%
7/25/2024	Highland Capital Management LLC	137,024	$8.14M	0.5%	-6.9%	0.004%
7/25/2024	Capital Advisors Ltd. LLC	3,327	$198K	0.0%	+10.2%	0.000%
7/25/2024	AMG National Trust Bank	16,373	$972K	0.0%	+2.6%	0.000%
7/25/2024	Calamos Wealth Management LLC	221,197	$13.14M	0.7%	+2.0%	0.006%
7/25/2024	Optas LLC	5,376	$319K	0.1%	+9.5%	0.000%
7/25/2024	SNS Financial Group LLC	8,262	$491K	0.1%	-4.9%	0.000%
7/25/2024	Field & Main Bank	8,010	$476K	0.2%	+16.4%	0.000%
7/25/2024	Waypoint Capital Advisors LLC	4,833	$287K	0.1%	+9.0%	0.000%
7/25/2024	Vivid Wealth Management LLC	16,539	$982K	0.5%	+20.6%	0.000%
7/25/2024	Institute for Wealth Management LLC.	9,846	$585K	0.1%	-5.3%	0.000%
7/25/2024	Silvant Capital Management LLC	32,814	$1.95M	0.1%	-1.3%	0.001%
7/25/2024	Kanawha Capital Management LLC	18,946	$1.13M	0.1%	-4.9%	0.001%
7/25/2024	RFP Financial Group LLC	1,574	$93K	0.0%	+257.7%	0.000%
7/25/2024	Destination Wealth Management	8,021	$476K	0.0%	N/A	0.000%
7/25/2024	Mn Services Vermogensbeheer B.V.	1,435,500	$85.25M	0.6%	-1.9%	0.041%
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7/25/2024	Bank Pictet & Cie Europe AG	917,734	$54.50M	1.3%	+25.7%	0.026%
7/25/2024	Banque Pictet & Cie SA	1,303,270	$77.40M	0.7%	+1.1%	0.037%
7/25/2024	First Merchants Corp	21,000	$1.25M	0.1%	N/A	0.001%
7/25/2024	Nichols & Pratt Advisers LLP MA	6,200	$368K	0.0%	-12.7%	0.000%
7/25/2024	Tributary Capital Management LLC	11,300	$671K	0.1%	-3.0%	0.000%
7/25/2024	Atlantic Union Bankshares Corp	151,250	$8.98M	0.6%	+52.9%	0.004%
7/24/2024	McAdam LLC	5,609	$333K	0.0%	+3.3%	0.000%
7/24/2024	LRI Investments LLC	8,122	$482K	0.1%	+73.4%	0.000%
7/24/2024	EWA LLC	4,485	$268K	0.1%	+23.8%	0.000%
7/24/2024	Tower Bridge Advisors	39,721	$2.36M	0.2%	-1.9%	0.001%
7/24/2024	Retirement Systems of Alabama	2,144,209	$127.35M	0.5%	-10.0%	0.062%
7/24/2024	West Oak Capital LLC	6,925	$411K	0.2%	+8.6%	0.000%
7/24/2024	Quotient Wealth Partners LLC	13,099	$778K	0.0%	+5.2%	0.000%
7/24/2024	Lebenthal Global Advisors LLC	14,448	$858K	0.2%	-3.9%	0.000%
7/24/2024	Flagstone Financial Management	11,409	$678K	0.3%	+2.1%	0.000%
7/24/2024	Everhart Financial Group Inc.	15,275	$907K	0.2%	+49.5%	0.000%
7/24/2024	Catalina Capital Group LLC	9,718	$577K	0.2%	+26.8%	0.000%
7/24/2024	Sather Financial Group Inc	14,451	$858K	0.1%	-10.3%	0.000%
7/24/2024	Diversified LLC	6,778	$403K	0.0%	+12.6%	0.000%
7/24/2024	Slagle Financial LLC	5,731	$340K	0.2%	-87.2%	0.000%
7/24/2024	Powers Advisory Group LLC	3,917	$233K	0.1%	-12.6%	0.000%
7/24/2024	L. Roy Papp & Associates LLP	19,839	$1.18M	0.1%	-3.8%	0.001%
7/24/2024	Cornerstone Wealth Group LLC	5,881	$349K	0.0%	+16.7%	0.000%
7/24/2024	Leonard Rickey Investment Advisors P.L.L.C.	6,370	$378K	0.1%	+22.9%	0.000%
7/24/2024	New York State Teachers Retirement System	3,494,018	$207.51M	0.4%	-7.5%	0.100%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	14,776	$878K	0.1%	-5.8%	0.000%
7/24/2024	Louisiana State Employees Retirement System	197,200	$11.71M	0.2%	-5.9%	0.006%
7/24/2024	DT Investment Partners LLC	3,524	$209K	0.0%	+81.6%	0.000%
7/24/2024	&PARTNERS	32,049	$1.90M	0.1%	+127.8%	0.001%
7/23/2024	Geneos Wealth Management Inc.	44,463	$2.64M	0.1%	+6.6%	0.001%
7/23/2024	Jacobsen Capital Management	5,310	$315K	0.1%	+7.9%	0.000%
7/23/2024	SOL Capital Management CO	50,823	$3.02M	0.4%	-2.5%	0.001%
7/23/2024	HTLF Bank	45,362	$2.69M	0.3%	-1.2%	0.001%
7/23/2024	GYL Financial Synergies LLC	5,719	$340K	0.0%	-20.5%	0.000%
7/23/2024	Hennessy Advisors Inc.	129,300	$7.68M	0.3%	-3.9%	0.004%
7/23/2024	Atlas Brown Inc.	6,673	$396K	0.1%	+8.0%	0.000%
7/23/2024	PSI Advisors LLC	2,183	$130K	0.0%	-7.5%	0.000%
7/23/2024	Griffin Asset Management Inc.	250,010	$14.85M	1.7%	-3.5%	0.007%
7/23/2024	Traphagen Investment Advisors LLC	6,437	$382K	0.0%	+8.7%	0.000%
7/23/2024	Moss Adams Wealth Advisors LLC	7,364	$437K	0.1%	+33.1%	0.000%
7/23/2024	Keystone Financial Services	17,966	$1.07M	0.4%	+4.9%	0.001%
7/23/2024	Perennial Advisors LLC	14,948	$888K	0.2%	-8.7%	0.000%
7/23/2024	Rockland Trust Co.	9,850	$585K	0.0%	-6.3%	0.000%
7/23/2024	Xcel Wealth Management LLC	31,609	$1.88M	0.6%	-25.8%	0.001%
7/23/2024	Busey Bank	18,427	$1.09M	0.0%	-3.8%	0.001%
7/23/2024	Vicus Capital	7,630	$453K	0.0%	+15.8%	0.000%
7/23/2024	KG&L Capital Management LLC	11,315	$672K	0.2%	+6.6%	0.000%
7/23/2024	Fifth Third Wealth Advisors LLC	42,269	$2.51M	0.2%	+309.3%	0.001%
7/22/2024	Atria Wealth Solutions Inc.	101,567	$6.03M	0.1%	-7.9%	0.003%
7/22/2024	Aaron Wealth Advisors LLC	14,300	$849K	0.1%	+15.4%	0.000%
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7/22/2024	Alaska Wealth Advisors	5,629	$334K	0.1%	-6.9%	0.000%
7/22/2024	Investment House LLC	4,254	$253K	0.0%	+4.9%	0.000%
7/22/2024	Ayrshire Capital Management LLC	6,500	$386K	0.2%	+12.1%	0.000%
7/22/2024	Commerzbank Aktiengesellschaft FI	16,686	$991K	0.0%	+4.2%	0.000%
7/22/2024	Capital Investment Counsel Inc	50,262	$2.99M	0.4%	+11.2%	0.001%
7/22/2024	CarsonAllaria Wealth Management Ltd.	5,320	$316K	0.2%	-6.0%	0.000%
7/22/2024	Chevy Chase Trust Holdings LLC	1,910,026	$113.44M	0.4%	-4.5%	0.055%
7/22/2024	GFG Capital LLC	20,767	$1.23M	0.3%	-11.8%	0.001%
7/22/2024	Focus Financial Network Inc.	59,055	$3.60M	0.2%	+1.1%	0.002%
7/22/2024	Sanibel Captiva Trust Company Inc.	13,523	$803K	0.0%	+14.8%	0.000%

(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, 2,128 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), Capital International Investors ($3.44B), Price T Rowe Associates Inc. MD ($3.44B), 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 1,737 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), Renaissance Technologies LLC ($6.74M), LSV Asset Management ($5.67M), Altshuler Shaham Ltd ($5.53M), and Artemis Investment Management LLP ($5.47M).

How much institutional buying is happening at Wells Fargo & Company?: Institutional investors have bought a total of 315,245,730 shares in the last 24 months. This purchase volume represents approximately $13.78B in transactions.
Which Wells Fargo & Company major shareholders have been selling company stock?: Of the 1,430 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 ($34.29M), Capital World Investors ($13.95M), Altshuler Shaham Ltd ($12.82M), Vanguard Group Inc. ($11.40M), Capital International Investors ($9.57M), Boston Partners ($6.78M), and Bank of New York Mellon Corp ($6.41M).
How much institutional selling is happening at Wells Fargo & Company?: Institutional investors have sold a total of 252,954,660 shares in the last 24 months. This volume of shares sold represents approximately $11.35B in transactions.