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Wells Fargo & Company (WFC) Institutional Ownership

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(As of 04/26/2024 ET)
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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)
1177
Total
Institutional Inflows
(last 12 months)
$7.95B
Number of
Institutional Sellers
(last 12 months)
1056
Total
Institutional Outflows
(last 12 months)
$5.40B
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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
4/27/2024Finer Wealth Management Inc.3,581$208K0.1%-22.3%0.000%
4/26/2024Pinnacle Associates Ltd.197,701$11.46M0.2%-2.1%0.006%
4/26/2024Securian Asset Management Inc.211,971$12.29M0.4%-7.8%0.006%
4/26/2024BLB&B Advisors LLC18,593$1.08M0.1%-1.8%0.001%
4/26/2024Pavion Blue Capital LLC46,296$2.68M1.3%-0.5%0.001%
4/26/2024UMB Bank n.a.43,325$2.51M0.0%-86.8%0.001%
4/26/2024Narwhal Capital Management5,768$334K0.0%-74.4%0.000%
4/26/2024Cottonwood Capital Advisors LLC3,814$217K0.2%N/A0.000%
4/26/2024Prestige Wealth Management Group LLC1,604$93K0.0%-87.3%0.000%
4/26/2024JNBA Financial Advisors14,210$824K0.1%-8.1%0.000%
4/26/2024Yousif Capital Management LLC570,908$33.09M0.4%-3.3%0.016%
4/26/2024YHB Investment Advisors Inc.41,314$2.40M0.2%-12.2%0.001%
4/26/2024ZWJ Investment Counsel Inc.30,448$1.77M0.1%+50.0%0.001%
4/26/2024First National Trust Co18,630$1.08M0.0%+2.2%0.001%
4/26/2024Sage Rhino Capital LLC19,939$1.16M0.3%-1.9%0.001%
4/26/2024McKinley Carter Wealth Services Inc.3,495$203K0.0%N/A0.000%
4/26/2024Quantum Financial Advisors LLC4,992$289K0.1%N/A0.000%
4/26/2024Members Trust Co12,454$722K0.0%+5.4%0.000%
4/26/2024SYSTM Wealth Solutions LLC31,733$1.84M0.2%-2.8%0.001%
4/26/2024First Personal Financial Services4,294$249K0.1%+25.8%0.000%
4/26/2024Sumitomo Life Insurance Co.47,786$2.77M0.1%-3.7%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.17,612$1.02M0.0%N/A0.000%
4/26/2024Patrick M Sweeney & Associates Inc.5,312$308K0.3%+15.8%0.000%
4/26/2024MONECO Advisors LLC44,568$2.58M0.4%+551.5%0.001%
4/26/2024KG&L Capital Management LLC10,617$615K0.2%-16.6%0.000%
4/26/2024Verdence Capital Advisors LLC26,835$1.56M0.1%+49.6%0.001%
4/26/2024Financial Insights Inc.3,675$213K0.1%N/A0.000%
4/26/2024Checchi Capital Advisers LLC52,716$3.06M0.2%+2.9%0.001%
4/26/2024Tritonpoint Wealth LLC140,026$8.12M0.8%+2.0%0.004%
4/26/2024Bogart Wealth LLC863$50K0.0%-54.4%0.000%
4/25/2024Lindbrook Capital LLC20,198$1.17M0.1%-1.5%0.001%
4/25/2024New York State Teachers Retirement System3,777,556$218.95M0.5%-3.0%0.107%
4/25/2024Lodestar Private Asset Management LLC18,355$1.06M0.2%+5.1%0.001%
4/25/2024TRUE Private Wealth Advisors24,585$1.43M0.2%-4.4%0.001%
4/25/2024Financial Architects LLC5,002$290K0.2%N/A0.000%
4/25/2024Bank of New York Mellon Corp23,715,079$1.37B0.3%-6.6%0.670%
4/25/2024Equitable Trust Co.17,875$1.04M0.1%-3.1%0.001%
4/25/2024Oldfather Financial Services LLC64,552$3.74M1.5%-0.4%0.002%
4/25/2024HTLF Bank45,898$2.66M0.3%-0.8%0.001%
4/25/2024Triumph Capital Management8,988$518K0.2%-43.3%0.000%
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4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 668,024$38.72M0.1%-5.2%0.019%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund555,145$32.18M0.4%+2.9%0.016%
4/25/2024GFS Advisors LLC4,948$287K0.0%-51.5%0.000%
4/25/2024Aaron Wealth Advisors LLC12,387$718K0.1%+35.7%0.000%
4/25/2024Telos Capital Management Inc.19,391$1.12M0.1%-4.9%0.001%
4/25/2024Cascade Investment Advisors Inc.16,000$927K0.6%-3.6%0.000%
4/25/2024 Summit Financial LLC8,794$510K0.0%-19.7%0.000%
4/24/2024 Leavell Investment Management Inc.24,079$1.40M0.1%+2.1%0.001%
4/24/2024 PSI Advisors LLC2,360$137K0.0%-21.6%0.000%
4/24/2024 Patton Albertson Miller Group LLC5,364$311K0.0%+4.6%0.000%
4/24/2024 CENTRAL TRUST Co51,191$2.97M0.1%-5.0%0.001%
4/24/2024 1900 Wealth Management LLC8,981$521K0.0%-12.1%0.000%
4/24/2024 Newbridge Financial Services Group Inc.548$32K0.0%-76.2%0.000%
4/24/2024 Pinnacle Wealth Management Group Inc.3,550$206K0.2%N/A0.000%
4/24/2024 Pegasus Partners Ltd.5,154$299K0.0%+5.9%0.000%
4/24/2024 Premier Path Wealth Partners LLC42,668$2.47M0.5%+1.7%0.001%
4/24/2024 Demars Financial Group LLC3,875$225K0.1%N/A0.000%
4/24/2024 Zullo Investment Group Inc.5,808$337K0.2%-18.9%0.000%
4/24/2024 SOL Capital Management CO52,143$3.02M0.4%-2.8%0.001%
4/24/2024 NBT Bank N A NY40,069$2.32M0.2%-7.5%0.001%
4/24/2024 Childress Capital Advisors LLC10,480$607K0.2%+8.6%0.000%
4/24/2024 Avitas Wealth Management LLC45,177$2.62M0.4%N/A0.001%
4/24/2024 Buttonwood Financial Advisors Inc.3,519$204K0.1%N/A0.000%
4/24/2024 First Pacific Financial3,879$225K0.1%-8.7%0.000%
4/24/2024 Essex Financial Services Inc.20,390$1.18M0.1%+9.5%0.001%
4/24/2024 Bar Harbor Wealth Management5,412$314K0.0%N/A0.000%
4/24/2024 West Branch Capital LLC8,238$477K0.2%+8.7%0.000%
4/24/2024 Assenagon Asset Management S.A.88,754$5.14M0.0%+1.8%0.003%
4/23/2024Busey Bank19,151$1.11M0.0%-2.6%0.001%
4/23/2024 Global Retirement Partners LLC49,663$2.88M0.1%+2.7%0.001%
4/23/2024 Sweet Financial Partners LLC6,649$385K0.1%-32.1%0.000%
4/23/2024 Louisiana State Employees Retirement System209,500$12.14M0.2%-4.6%0.006%
4/23/2024 Sage Mountain Advisors LLC11,484$666K0.1%+22.1%0.000%
4/23/2024 United Asset Strategies Inc.41,180$2.39M0.2%-2.4%0.001%
4/23/2024 Cherry Creek Investment Advisors Inc.4,223$245K0.1%-33.3%0.000%
4/23/2024 Oak Harbor Wealth Partners LLC4,650$270K0.1%N/A0.000%
4/23/2024 Amalgamated Bank745,026$43.18M0.4%-15.9%0.021%
4/23/2024 Hall Laurie J Trustee3,347$194K0.1%-16.5%0.000%
4/23/2024 Nations Financial Group Inc. IA ADV6,114$354K0.0%+3.9%0.000%
4/23/2024 Gradient Investments LLC13,977$810K0.0%-2.1%0.000%
4/23/2024 New Mexico Educational Retirement Board182,916$10.60M0.4%-6.3%0.005%
4/23/2024 Tyche Wealth Partners LLC12,534$726K0.2%+22.3%0.000%
4/23/2024 McAdam LLC5,431$315K0.0%+9.3%0.000%
4/23/2024 Wesbanco Bank Inc.40,298$2.34M0.1%+25.9%0.001%
4/23/2024 Summit Trail Advisors LLC54,996$3.19M0.1%+5.7%0.002%
4/23/2024 Regatta Capital Group LLC9,514$551K0.1%+5.7%0.000%
4/23/2024 Duncker Streett & Co. Inc.5,442$315K0.1%-9.8%0.000%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA4,926$301K0.0%-25.8%0.000%
4/23/2024 Strategic Blueprint LLC5,893$342K0.0%+5.2%0.000%
4/23/2024 Cigna Investments Inc. New38,211$2.22M0.4%-2.2%0.001%
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4/23/2024 Stonegate Investment Group LLC38,925$2.26M0.1%+5.2%0.001%
4/23/2024 Sapient Capital LLC9,937$576K0.0%-15.1%0.000%
4/22/2024 Nicholas Hoffman & Company LLC.27,491$1.59M0.1%-8.4%0.001%
4/22/2024 Confluence Wealth Services Inc.7,413$430K0.0%+12.2%0.000%
4/22/2024 Rovin Capital UT ADV15,010$870K0.4%-4.8%0.000%
4/22/2024 Intrinsic Value Partners LLC16,875$978K1.0%-2.5%0.000%
4/22/2024 Nilsine Partners LLC8,094$469K0.1%+44.7%0.000%
4/22/2024 HF Advisory Group LLC39,203$2.27M1.3%+15.0%0.001%
4/22/2024 Sterling Investment Management LLC25,337$1.47M1.0%-1.9%0.001%
4/22/2024 Altfest L J & Co. Inc.9,113$528K0.1%+6.9%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, 2,139 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were Quilter Plc ($18.27B), Vanguard Group Inc. ($13.21B), 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 1,769 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), LSV Asset Management ($6.75M), Renaissance Technologies LLC ($6.74M), and Artemis Investment Management LLP ($6.26M).

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

Institutional investors have bought a total of 348,547,875 shares in the last 24 months. This purchase volume represents approximately $15.21B in transactions.

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

Of the 1,448 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), Capital World Investors ($10.23M), Vanguard Group Inc. ($10.16M), Rothschild & Co Wealth Management UK Ltd ($7.18M), Healthcare of Ontario Pension Plan Trust Fund ($6.69M), and Bank of New York Mellon Corp ($5.90M).

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

Institutional investors have sold a total of 259,434,169 shares in the last 24 months. This volume of shares sold represents approximately $11.13B in transactions.


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This page (NYSE:WFC) was last updated on 4/27/2024 by MarketBeat.com Staff

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