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Wells Fargo & Company (WFC) Institutional Ownership

Wells Fargo & Company logo
$77.16 -0.69 (-0.88%)
As of 12:22 PM Eastern
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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)
1163
Total
Institutional Inflows
(last 12 months)
$6.64B
Number of
Institutional Sellers
(last 12 months)
1031
Total
Institutional Outflows
(last 12 months)
$7.28B
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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
1/22/2025Strategic Investment Advisors MI12,506$878K0.1%-9.6%0.000%
1/22/2025Drive Wealth Management LLC24,972$1.75M0.4%+3.4%0.001%
1/22/2025Legacy Financial Group LLC13,537$951K0.0%-3.9%0.000%
1/22/2025E Fund Management Hong Kong Co. Ltd.496$35K0.0%N/A0.000%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management22,758$1.60M0.0%+5.8%0.001%
1/21/2025SWP Financial LLC3,597$253K0.2%N/A0.000%
1/21/20251834 Investment Advisors Co.19,592$1.38M0.2%-10.6%0.001%
1/21/2025Novare Capital Management LLC3,399$239K0.0%-7.1%0.000%
1/21/2025MKT Advisors LLC4,749$366K0.2%-3.9%0.000%
1/21/2025Clarendon Private LLC12,064$847K0.9%N/A0.000%
1/21/2025Applied Capital LLC FL31,600$2.22M1.7%-0.6%0.001%
1/21/2025Asio Capital LLC48,760$3.43M0.6%-23.8%0.001%
1/21/2025First Citizens Bank & Trust Co.35,854$2.52M0.0%-5.6%0.001%
1/21/2025Duncan Williams Asset Management LLC5,714$401K0.2%-4.5%0.000%
1/21/2025Olstein Capital Management L.P.89,000$6.25M1.1%-28.2%0.003%
1/21/2025Flagship Harbor Advisors LLC3,346$235K0.0%-7.0%0.000%
1/21/2025Juncture Wealth Strategies LLC3,650$256K0.1%N/A0.000%
1/21/2025B.O.S.S. Retirement Advisors LLC45,877$3.22M0.9%+473.5%0.001%
1/21/2025Monte Financial Group LLC123,414$8.67M3.7%-2.8%0.004%
1/21/2025Tributary Capital Management LLC10,350$727K0.1%-4.2%0.000%
1/21/2025Grimes & Company Inc.32,378$2.27M0.1%+2.2%0.001%
1/21/2025Lantz Financial LLC15,545$1.09M0.3%-1.2%0.000%
1/21/2025Eclectic Associates Inc. ADV15,801$1.11M0.3%+2.3%0.000%
1/21/2025Goelzer Investment Management Inc.44,110$3.10M0.2%-2.7%0.001%
1/21/2025Exchange Traded Concepts LLC132,189$9.29M0.2%-18.0%0.004%
1/21/2025CX Institutional20,433$1.44M0.1%+6.4%0.001%
1/21/2025Encompass More Asset Management9,312$654K0.2%+20.8%0.000%
1/21/2025Impact Partnership Wealth LLC14,538$1.02M0.2%-16.6%0.000%
1/21/2025Sound Income Strategies LLC7,499$527K0.0%+16.7%0.000%
1/21/2025RFG Advisory LLC36,935$2.59M0.1%+45.5%0.001%
1/21/2025Motive Wealth Advisors3,433$241K0.1%N/A0.000%
1/21/2025McGlone Suttner Wealth Management Inc.8,350$586K0.1%+64.1%0.000%
1/21/2025Cornerstone Wealth Management LLC15,987$1.12M0.1%+1.6%0.000%
1/21/2025Brighton Jones LLC66,233$4.65M0.1%+62.3%0.002%
1/21/2025Sustainable Insight Capital Management LLC74,200$5.21M2.3%N/A0.002%
1/21/2025Hengehold Capital Management LLC5,394$379K0.0%+17.2%0.000%
1/17/2025 Cerro Pacific Wealth Advisors LLC4,809$338K0.1%+3.6%0.000%
1/17/2025 Hedges Asset Management LLC26,500$1.86M1.2%-22.3%0.001%
1/17/2025 Key Client Fiduciary Advisors LLC6,207$436K0.2%-6.8%0.000%
1/17/2025 Secure Asset Management LLC5,067$356K0.1%+11.7%0.000%
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1/17/2025 Red Door Wealth Management LLC5,397$379K0.1%-11.4%0.000%
1/17/2025 IVC Wealth Advisors LLC12,785$898K0.5%-1.1%0.000%
1/17/2025 Madrona Financial Services LLC3,668$258K0.1%N/A0.000%
1/17/2025 Cardinal Capital Management Inc.563,995$39.62M1.3%-2.0%0.017%
1/17/2025 Cedar Point Capital Partners LLC3,332$234K0.2%N/A0.000%
1/17/2025 Avior Wealth Management LLC56,215$3.95M0.1%-10.1%0.002%
1/17/2025 MinichMacGregor Wealth Management LLC4,845$340K0.1%+16.2%0.000%
1/17/2025 Raleigh Capital Management Inc.16,269$1.14M0.4%+54.4%0.000%
1/17/2025 Mutual Advisors LLC24,198$1.84M0.1%+27.5%0.001%
1/17/2025 First PREMIER Bank9,539$670K0.2%-32.4%0.000%
1/17/2025 Traynor Capital Management Inc.3,224$226K0.0%-13.1%0.000%
1/17/2025 Wesbanco Bank Inc.36,226$2.55M0.1%-1.8%0.001%
1/17/2025 Bartlett & CO. Wealth Management LLC22,043$1.55M0.0%-3.6%0.001%
1/17/2025 Cetera Trust Company N.A20,426$1.44M0.9%-1.1%0.001%
1/17/2025 Daymark Wealth Partners LLC65,524$4.60M0.2%-11.5%0.002%
1/17/2025 Investment Advisory Group LLC3,206$225K0.1%-46.4%0.000%
1/17/2025 ERTS Wealth Advisors LLC5,846$411K0.1%-10.1%0.000%
1/17/2025 Global Trust Asset Management LLC9,953$699K0.3%+2.2%0.000%
1/17/2025 Advisory Alpha LLC6,273$441K0.0%+6.9%0.000%
1/17/2025 West Branch Capital LLC17,187$1.21M0.4%+53.3%0.001%
1/17/2025 Sterling Investment Management LLC15,806$1.11M0.9%-1.3%0.000%
1/17/2025 Dakota Wealth Management17,338$1.22M0.0%-11.0%0.001%
1/17/2025 Braun Bostich & Associates Inc.3,498$246K0.2%N/A0.000%
1/17/2025 XML Financial LLC16,230$1.14M0.1%-13.1%0.000%
1/17/2025 Nisa Investment Advisors LLC905,758$63.62M0.2%+5.1%0.027%
1/17/2025 Traphagen Investment Advisors LLC5,910$415K0.0%-8.3%0.000%
1/17/2025 Simon Quick Advisors LLC13,765$967K0.1%+18.4%0.000%
1/17/2025 Beaumont Financial Advisors LLC2,958$208K0.0%N/A0.000%
1/17/2025 MCF Advisors LLC7,748$544K0.0%+3.1%0.000%
1/17/2025 Aspire Private Capital LLC29,151$2.05M0.5%+1.3%0.001%
1/17/2025 Verum Partners LLC7,119$500K0.1%-27.0%0.000%
1/17/2025 Octavia Wealth Advisors LLC4,033$283K0.0%-8.3%0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH1,225,100$86.05M0.5%+13.3%0.037%
1/17/2025 Monterey Private Wealth Inc.4,776$335K0.1%+20.0%0.000%
1/17/2025 LifePlan Financial LLC4,616$324K0.3%-34.7%0.000%
1/17/2025 Transform Wealth LLC40,187$2.82M0.2%-82.4%0.001%
1/17/2025 Chesley Taft & Associates LLC195,896$13.76M0.6%+37.8%0.006%
1/17/2025 Alpha Cubed Investments LLC36,180$2.54M0.1%-0.6%0.001%
1/17/2025 Clear Harbor Asset Management LLC53,149$3.73M0.3%+2.7%0.002%
1/17/2025 Perpetual Ltd11,515$809K0.0%-96.9%0.000%
1/16/2025 First United Bank & Trust1,720$121K0.0%-22.5%0.000%
1/16/2025 Charles Schwab Trust Co3,387$238K0.0%N/A0.000%
1/16/2025 Kiley Juergens Wealth Management LLC13,867$974K0.2%-1.1%0.000%
1/16/2025 Aspiriant LLC22,051$1.55M0.1%-9.7%0.001%
1/16/2025 Brookmont Capital Management77,730$5.46M2.9%-10.3%0.002%
1/16/2025 Crossmark Global Holdings Inc.305,338$21.45M0.4%-44.9%0.009%
1/16/2025 Royal Fund Management LLC63,636$4.47M0.4%+232.1%0.002%
1/16/2025 Ballentine Partners LLC41,289$2.90M0.0%+4.1%0.001%
1/16/2025 Atwood & Palmer Inc.4,425$311K0.0%-25.3%0.000%
1/16/2025 Culbertson A N & Co. Inc.71,406$5.02M0.8%+7.9%0.002%
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1/16/2025 ZWJ Investment Counsel Inc.33,540$2.36M0.1%+1.8%0.001%
1/16/2025 Pure Financial Advisors LLC17,890$1.26M0.0%+1.4%0.001%
1/16/2025 Tudor Financial Inc.9,041$635K0.4%+9.2%0.000%
1/16/2025 Mountain Pacific Investment Advisers LLC17,698$1.24M0.1%-2.4%0.001%
1/16/2025 Wealthquest Corp3,736$262K0.0%N/A0.000%
1/16/2025 Harbor Investment Advisory LLC11,984$842K0.1%+30.5%0.000%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.20,082$1.41M0.3%+3.9%0.001%
1/16/2025 Zhang Financial LLC5,446$383K0.0%+47.1%0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB31,804$2.23M0.1%+29.3%0.001%
1/16/2025 FLC Capital Advisors2,965$208K0.0%N/A0.000%
(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, 2,182 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were Vanguard Group Inc. ($18.41B), Dodge & Cox ($4.50B), Geode Capital Management LLC ($4.01B), Capital International Investors ($3.44B), Price T Rowe Associates Inc. MD ($3.44B), Norges Bank ($2.62B), and State Farm Mutual Automobile Insurance Co. ($2.25B).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 1,762 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), Capital International Investors ($25.27M), Canoe Financial LP ($7.21M), Renaissance Technologies LLC ($6.97M), Artemis Investment Management LLP ($6.16M), Altshuler Shaham Ltd ($5.53M), and Two Sigma Advisers LP ($5.24M).

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

Institutional investors have bought a total of 269,501,489 shares in the last 24 months. This purchase volume represents approximately $12.55B in transactions.

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

Of the 1,443 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), Primecap Management Co. CA ($11.98M), Vanguard Group Inc. ($11.40M), Davis Selected Advisers ($10.31M), Capital International Investors ($9.57M), and Boston Partners ($6.78M).

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

Institutional investors have sold a total of 255,384,680 shares in the last 24 months. This volume of shares sold represents approximately $12.48B in transactions.


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This page (NYSE:WFC) was last updated on 1/22/2025 by MarketBeat.com Staff
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