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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)
1179
Total
Institutional Inflows
(last 12 months)
$7.86B
Number of
Institutional Sellers
(last 12 months)
1051
Total
Institutional Outflows
(last 12 months)
$5.66B
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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
5/7/2024Verus Capital Partners LLC4,873$282K0.0%-4.2%0.000%
5/7/2024Capital Square LLC6,398$371K0.3%+28.0%0.000%
5/7/2024Meeder Advisory Services Inc.45,925$2.66M0.3%+5.6%0.001%
5/7/2024Meeder Asset Management Inc.8,426$488K0.0%+15.4%0.000%
5/7/2024NorthRock Partners LLC28,260$1.64M0.1%-15.0%0.001%
5/7/2024Choate Investment Advisors41,586$2.41M0.1%-7.9%0.001%
5/7/2024Fiduciary Family Office LLC47,312$2.74M1.1%+41.7%0.001%
5/7/2024Abbrea Capital LLC15,628$906K0.1%+8.4%0.000%
5/7/2024Quantum Private Wealth LLC3,463$201K0.1%N/A0.000%
5/7/2024Concurrent Investment Advisors LLC33,525$1.94M0.1%+4.5%0.001%
5/7/2024Keudell Morrison Wealth Management14,792$857K0.3%-9.8%0.000%
5/7/2024Atomi Financial Group Inc.18,376$1.07M0.1%+32.6%0.001%
5/7/2024Allegheny Financial Group LTD6,265$363K0.1%+10.5%0.000%
5/7/2024CarsonAllaria Wealth Management Ltd.5,660$328K0.2%-17.4%0.000%
5/7/2024River Global Investors LLP41,061$2.38M0.6%-47.6%0.001%
5/7/2024Heartland Advisors Inc.38,864$2.25M0.1%+0.6%0.001%
5/7/2024Bernardo Wealth Planning LLC3,826$222K0.1%N/A0.000%
5/7/2024Mondrian Investment Partners LTD2,716,282$157.44M2.2%-6.6%0.078%
5/7/2024Forsta AP Fonden869,200$50.38M0.4%+13.5%0.025%
5/7/2024Hyman Charles D35,801$2.08M0.1%-5.5%0.001%
5/7/2024Highland Capital Management LLC147,257$8.54M0.5%-1.4%0.004%
5/7/2024Illinois Municipal Retirement Fund498,568$28.90M0.4%-1.6%0.014%
5/7/2024Lipe & Dalton16,300$945K0.5%-5.8%0.000%
5/7/2024Nvwm LLC29,522$1.71M0.5%-1.7%0.001%
5/7/2024Gibraltar Capital Management Inc.121,075$7.02M3.3%-22.6%0.003%
5/7/2024Equity Investment Corp2,589,953$150.11M3.8%+0.9%0.074%
5/7/2024Oppenheimer Asset Management Inc.265,520$15.39M0.2%-23.3%0.008%
5/7/2024Oppenheimer & Co. Inc.52,634$3.05M0.1%+30.4%0.002%
5/7/2024PFG Advisors98,870$5.73M0.4%-0.5%0.003%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,960$577K0.0%+33.4%0.000%
5/7/2024Brooklyn Investment Group20,442$1.18M0.5%-2.4%0.001%
5/7/2024 Hilltop National Bank15,452$896K0.3%N/A0.000%
5/7/2024 Wealthspire Advisors LLC21,629$1.25M0.0%-47.0%0.001%
5/7/2024 Karpas Strategies LLC66,470$3.85M1.2%+0.4%0.002%
5/7/2024 Retirement Planning Co of New England Inc.18,319$1.06M0.6%-50.1%0.001%
5/7/2024 Mystic Asset Management Inc.30,057$1.74M0.7%-3.5%0.001%
5/7/2024 Metis Global Partners LLC157,668$9.14M0.3%-2.2%0.004%
5/7/2024 Empowered Funds LLC124,719$7.23M0.1%-27.8%0.004%
5/7/2024 AIA Group Ltd69,892$4.05M0.1%+177.3%0.002%
5/7/2024 Houlihan Financial Resource Group Ltd.4,894$284K0.1%-9.3%0.000%
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5/6/2024 LSV Asset Management8,743,650$506.78M1.0%-6.1%0.247%
5/6/2024 Envestnet Portfolio Solutions Inc.161,379$9.35M0.0%-5.3%0.005%
5/6/2024 Empirical Finance LLC137,747$7.98M0.5%+3.2%0.004%
5/6/2024 Duality Advisers LP22,927$1.33M0.1%-78.4%0.001%
5/6/2024 Tweedy Browne Co LLC892,334$51.72M2.4%-0.9%0.026%
5/6/2024 Leith Wheeler Investment Counsel Ltd.264,184$15.31M1.5%-50.0%0.008%
5/6/2024 Advisory Services Network LLC101,071$5.86M0.1%+36.3%0.003%
5/6/2024 Bard Financial Services Inc.104,110$6.03M0.6%-12.8%0.003%
5/6/2024 Cohen Capital Management Inc.10,946$634K0.1%+32.3%0.000%
5/6/2024 Texas Permanent School Fund Corp743,745$43.11M0.3%-0.8%0.021%
5/4/2024 Geneos Wealth Management Inc.41,699$2.42M0.1%+3.3%0.001%
5/4/2024 DAVENPORT & Co LLC1,398,317$80.91M0.5%-1.6%0.039%
5/4/2024 Team Hewins LLC13,871$804K0.1%-21.8%0.000%
5/4/2024 Affinity Investment Advisors LLC20,992$1.22M0.9%-3.9%0.001%
5/3/2024 Signaturefd LLC52,244$3.03M0.1%+7.0%0.001%
5/3/2024 FDx Advisors Inc.23,805$1.38M0.2%-66.8%0.001%
5/3/2024 Pacifica Capital Investments LLC7,335$425K0.1%-12.0%0.000%
5/3/2024 Catalina Capital Group LLC7,667$444K0.2%N/A0.000%
5/3/2024 Avidian Wealth Solutions LLC6,027$349K0.0%+31.8%0.000%
5/3/2024 Mediolanum International Funds Ltd141,651$8.16M0.1%N/A0.004%
5/3/2024 RIA Advisory Group LLC23,930$1.39M0.6%-1.9%0.001%
5/3/2024 Pzena Investment Management LLC17,129,130$992.80M3.4%-4.7%0.484%
5/3/2024 Larson Financial Group LLC1,727$100K0.0%-31.9%0.000%
5/3/2024 Callan Capital LLC5,462$317K0.0%N/A0.000%
5/3/2024 Mcdonald Capital Investors Inc. CA980,070$56.81M3.6%-1.8%0.028%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC39,900$2.31M0.6%-1.2%0.001%
5/3/2024 Rehmann Capital Advisory Group30,501$1.77M0.1%+3.1%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC1,999,831$115.91M0.4%-1.7%0.056%
5/3/2024 Commerce Bank217,091$12.58M0.1%+15.8%0.006%
5/3/2024 Easterly Investment Partners LLC44,309$2.57M0.2%-4.1%0.001%
5/3/2024 AA Financial Advisors LLC6,520$378K0.2%N/A0.000%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S17,569$1.02M0.0%-9.3%0.000%
5/3/2024 Proficio Capital Partners LLC7,259$423K0.0%+4.6%0.000%
5/3/2024 Liberty Wealth Management LLC11,868$688K0.1%N/A0.000%
5/3/2024 Smith Salley Wealth Management41,231$2.39M0.2%-31.8%0.001%
5/2/2024 Boit C F David15,519$924K0.5%-19.9%0.000%
5/2/2024 Blume Capital Management Inc.143,378$8.31M2.0%-0.2%0.004%
5/2/2024 Poplar Forest Capital LLC437,556$25.36M3.4%-17.7%0.012%
5/2/2024 Financial Counselors Inc.15,196$881K0.0%+11.2%0.000%
5/2/2024 Mutual of America Capital Management LLC471,847$27.35M0.3%-2.9%0.013%
5/2/2024 Centerpoint Advisors LLC2,024$117K0.0%+128.2%0.000%
5/2/2024 FinTrust Capital Advisors LLC4,740$275K0.1%-65.8%0.000%
5/2/2024 Wright Investors Service Inc.25,815$1.50M0.4%-2.4%0.001%
5/2/2024 Daiwa Securities Group Inc.358,715$20.79M0.1%+7.8%0.010%
5/2/2024 Haverford Trust Co52,773$3.06M0.0%+25.1%0.001%
5/2/2024 Consolidated Planning Corp4,868$282K0.0%-7.6%0.000%
5/2/2024 Quent Capital LLC10,534$611K0.1%-3.0%0.000%
5/2/2024 Nordea Investment Management AB4,977,450$288.29M0.3%-13.9%0.141%
5/2/2024 Waycross Partners LLC251,006$14.55M2.5%+8.5%0.007%
5/2/2024 Hosking Partners LLP1,237,231$71.71M2.6%+10.1%0.035%
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Welcome to the financial rollercoaster of 2024, where inflation is persistent, stock markets are overinflated and volatile, global conflicts are intensifying, and the national debt is reaching new heights.

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5/2/2024 First Pacific Advisors LP5,170,186$299.66M4.2%+0.4%0.146%
5/2/2024 Lincoln National Corp46,786$2.71M0.0%+5.9%0.001%
5/2/2024 Bryn Mawr Capital Management LLC3,675$213K0.0%N/A0.000%
5/2/2024 Fidelis Capital Partners LLC31,209$1.81M0.3%+32.2%0.001%
5/2/2024 Goelzer Investment Management Inc.51,498$2.99M0.2%-7.4%0.001%
5/2/2024 BNP Paribas22,000$1.28M0.1%N/A0.001%
5/2/2024 Choreo LLC56,495$3.27M0.1%+13.6%0.002%
5/2/2024 Tobam15,670$908K0.1%-4.1%0.000%
5/2/2024 Tokio Marine Asset Management Co. Ltd.90,560$5.25M0.3%+10.1%0.003%
5/2/2024 Sippican Capital Advisors8,293$481K0.4%-45.6%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, 2,130 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 1,752 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 345,234,769 shares in the last 24 months. This purchase volume represents approximately $15.08B in transactions.

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

Of the 1,445 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 256,566,735 shares in the last 24 months. This volume of shares sold represents approximately $11.06B in transactions.


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This page (NYSE:WFC) was last updated on 5/7/2024 by MarketBeat.com Staff

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