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Wells Fargo & Company (WFC) Institutional Ownership

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+0.02 (+0.03%)
(As of 05/17/2024 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)
1128
Total
Institutional Inflows
(last 12 months)
$7.46B
Number of
Institutional Sellers
(last 12 months)
1034
Total
Institutional Outflows
(last 12 months)
$6.77B
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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
5/17/2024Lummis Asset Management LP27,878$1.62M2.2%-18.0%0.001%
5/17/2024 New Covenant Trust Company N.A.4,636$269K0.3%N/A0.000%
5/17/2024 Plato Investment Management Ltd65,490$3.80M0.4%+1,634.4%0.002%
5/17/2024 Western Pacific Wealth Management LP8,734$506K0.4%+20.2%0.000%
5/17/2024WealthPlan Investment Management LLC8,995$521K0.1%-11.3%0.000%
5/17/2024KLCM Advisors Inc.422,641$24.50M3.1%-3.1%0.012%
5/17/2024LBP AM SA48,634$2.82M0.1%-68.0%0.001%
5/17/2024Beacon Capital Management LLC1,316$76K0.0%+18.2%0.000%
5/17/2024Semmax Financial Advisors Inc.78,244$4.82M1.6%-15.3%0.002%
5/17/2024Coppell Advisory Solutions Corp.47,851$2.77M0.5%N/A0.001%
5/17/2024Tidal Investments LLC88,063$5.10M0.1%+20.8%0.003%
5/17/2024DCM Advisors LLC126,566$7.34M3.0%-6.8%0.004%
5/16/2024California State Teachers Retirement System5,893,570$341.59M0.4%-0.2%0.169%
5/16/2024Slagle Financial LLC44,862$2.60M1.4%-67.6%0.001%
5/16/2024Meiji Yasuda Life Insurance Co47,945$2.78M0.1%+0.5%0.001%
5/16/2024Levin Capital Strategies L.P.4,300$249K0.0%-15.3%0.000%
5/16/2024B. Riley Wealth Advisors Inc.67,346$3.90M0.1%+22.7%0.002%
5/16/2024Ancora Advisors LLC18,628$1.08M0.0%-35.2%0.001%
5/16/2024Dynasty Wealth Management LLC29,316$1.70M0.1%N/A0.001%
5/16/2024Sweeney & Michel LLC22,166$1.37M0.6%N/A0.001%
5/16/2024 Interval Partners LP160,779$9.32M0.3%-32,255.8%0.005%
5/16/2024 Janus Henderson Group PLC479,726$27.80M0.0%-15.7%0.014%
5/16/2024 Black Maple Capital Management LP14,000$811K0.5%+174.5%0.000%
5/16/2024 Waverly Advisors LLC49,364$2.86M0.1%+34.2%0.001%
5/16/2024 Zurich Insurance Group Ltd FI2,248,367$130.32M1.2%+0.6%0.064%
5/16/2024 Paloma Partners Management Co45,724$2.65M0.1%+79.3%0.001%
5/15/2024 Ascent Group LLC35,587$2.06M0.2%+295.6%0.001%
5/15/2024 SVB Wealth LLC59,911$3.47M0.1%-2.0%0.002%
5/15/2024 QVR LLC4,066$236K0.0%N/A0.000%
5/15/2024 Mount Yale Investment Advisors LLC40,409$2.34M0.2%-8.0%0.001%
5/15/2024 Public Employees Retirement System of Ohio1,762,168$102.14M0.4%-8.3%0.051%
5/15/2024 Public Employees Retirement Association of Colorado515,746$29.89M0.1%-5.1%0.015%
5/15/2024 Kiltearn Partners LLP345,499$19.90M1.8%-64.6%0.010%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund118,765$6.88M0.5%-8.2%0.003%
5/15/2024 Kentucky Retirement Systems273,308$15.84M0.5%-5.9%0.008%
5/15/2024 Price T Rowe Associates Inc. MD59,298,893$3.44B0.4%-16.8%1.701%
5/15/2024 BOKF NA154,214$8.88M0.2%-6.0%0.004%
5/15/2024 Steel Grove Capital Advisors LLC7,402$429K0.0%+51.0%0.000%
5/15/2024 Lazard Asset Management LLC8,157,073$472.78M0.6%-3.1%0.234%
5/15/2024 Epoch Investment Partners Inc.2,075,094$120.27M0.5%-0.5%0.060%
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5/15/2024 LRI Investments LLC7,335$449K0.1%N/A0.000%
5/15/2024 1832 Asset Management L.P.5,852,764$339.23M0.2%+67.1%0.168%
5/15/2024 Guardian Capital Advisors LP67,022$3.83M0.4%-6.3%0.002%
5/15/2024 Cloverfields Capital Group LP100,171$5.81M2.0%+6.3%0.003%
5/15/2024 Gabelli Funds LLC1,024,775$59.40M0.4%-3.2%0.029%
5/15/2024 Gamco Investors INC. ET AL898,244$52.06M0.5%-4.0%0.026%
5/15/2024 Stonebridge Capital Advisors LLC54,173$3.14M0.3%-3.1%0.002%
5/14/2024 Canada Pension Plan Investment Board5,131,320$297.41M0.3%+38.1%0.147%
5/14/2024 Westwood Holdings Group Inc.1,597,527$92.59M0.7%-9.0%0.046%
5/14/2024 Capital World Investors22,603,108$1.31B0.2%-14.1%0.648%
5/14/2024 Capital International Sarl54,824$3.18M0.1%+34.7%0.002%
5/14/2024 Toronto Dominion Bank2,866,083$166.12M0.3%-12.0%0.082%
5/14/2024 Capital International Inc. CA 241,502$14.00M0.2%+11.7%0.007%
5/14/2024 Capital International Investors59,374,633$3.44B0.7%-8.6%1.703%
5/14/2024 Capital Group Private Client Services Inc.1,051,910$60.97M0.6%+9.2%0.030%
5/14/2024 Atalanta Sosnoff Capital LLC567,336$32.88M0.8%+0.3%0.016%
5/14/2024 Sheaff Brock Investment Advisors LLC22,396$1.30M0.1%-5.4%0.001%
5/14/2024 Advisors Asset Management Inc.41,715$2.42M0.0%+8.9%0.001%
5/14/2024 Axxcess Wealth Management LLC72,567$4.21M0.1%+10.9%0.002%
5/14/2024 EP Wealth Advisors LLC128,048$7.42M0.1%-7.6%0.004%
5/14/2024 Freestone Capital Holdings LLC221,414$12.83M0.5%+16.0%0.006%
5/14/2024 CreativeOne Wealth LLC9,278$538K0.0%+96.7%0.000%
5/14/2024 Delap Wealth Advisory LLC23,218$1.35M0.5%-37.9%0.001%
5/14/2024 Fayez Sarofim & Co11,938$692K0.0%-4.0%0.000%
5/14/2024 LGT Group Foundation63,334$3.67M0.1%-19.8%0.002%
5/14/2024 Shell Asset Management Co.35,422$2.05M0.1%+35.7%0.001%
5/14/2024 Payden & Rygel Investment Group454,000$26.31M1.2%N/A0.013%
5/14/2024 Crewe Advisors LLC5,211$302K0.0%N/A0.000%
5/14/2024 Elgethun Capital Management91,640$5.29M1.3%-0.2%0.003%
5/14/2024 Front Street Capital Management Inc.9,111$528K0.1%-1.9%0.000%
5/14/2024 MQS 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%
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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%
(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, 2,106 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 1,715 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 339,949,186 shares in the last 24 months. This purchase volume represents approximately $14.91B in transactions.

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

Of the 1,423 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), Rothschild & Co Wealth Management UK Ltd ($7.18M), and Deutsche Bank AG ($5.77M).

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

Institutional investors have sold a total of 259,403,134 shares in the last 24 months. This volume of shares sold represents approximately $11.49B in transactions.


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This page (NYSE:WFC) was last updated on 5/17/2024 by MarketBeat.com Staff

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