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Wells Fargo & Company (WFC) Institutional Ownership

Wells Fargo & Company logo
$63.17 +0.66 (+1.06%)
As of 04/14/2025 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Wells Fargo & Company (NYSE:WFC)

Current
Institutional Ownership
Percentage
75.90%
Number of
Institutional Buyers
(last 12 months)
1394
Total
Institutional Inflows
(last 12 months)
$10.80B
Number of
Institutional Sellers
(last 12 months)
1105
Total
Institutional Outflows
(last 12 months)
$13.19B
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WFC Institutional Buying and Selling by Quarter

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Wells Fargo & Company Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Cardinal Capital Management Inc.555,382$39.87M1.4%-1.5%0.017%
4/14/2025Harbor Capital Advisors Inc.686$49K0.0%+296.5%0.000%
4/14/2025Yousif Capital Management LLC478,981$34.39M0.4%-2.9%0.015%
4/14/2025Olstein Capital Management L.P.85,716$6.15M1.1%-3.7%0.003%
4/14/2025Octavia Wealth Advisors LLC3,844$276K0.0%-4.7%0.000%
4/14/2025Bruce G. Allen Investments LLC4,587$329K0.3%-11.3%0.000%
4/14/2025Tounjian Advisory Partners LLC5,458$392K0.1%N/A0.000%
4/14/2025Pallas Capital Advisors LLC41,943$3.01M0.1%+5.9%0.001%
4/14/2025WFA Asset Management Corp1,213$87K0.1%-79.9%0.000%
4/14/2025Patrick M Sweeney & Associates Inc.5,557$399K0.3%+3.6%0.000%
4/14/2025City Holding Co.1,850$133K0.0%+26.7%0.000%
4/14/2025Daymark Wealth Partners LLC66,515$4.78M0.2%+1.5%0.002%
4/14/2025Great Waters Wealth Management5,116$367K0.1%-26.1%0.000%
4/14/2025 Portside Wealth Group LLC51,190$3.68M0.6%-9.5%0.002%
4/14/2025Moss Adams Wealth Advisors LLC11,726$842K0.1%-5.4%0.000%
4/14/2025NewSquare Capital LLC2,061$148K0.0%+48.8%0.000%
4/14/2025Courier Capital LLC18,928$1.36M0.1%-4.6%0.001%
4/14/2025Wesbanco Bank Inc.35,524$2.55M0.1%-1.9%0.001%
4/14/2025First Citizens Bank & Trust Co.36,632$2.63M0.0%+2.2%0.001%
4/14/2025Abacus Planning Group Inc.5,787$415K0.1%+14.1%0.000%
4/14/2025Capital Investment Advisors LLC44,955$3.23M0.1%-4.5%0.001%
4/14/2025Bennett Selby Investments LP32,760$2.35M0.9%+0.6%0.001%
4/14/2025Wedge Capital Management L L P NC485,789$34.88M0.7%-12.9%0.015%
4/14/2025OLD National Bancorp IN369,908$26.56M0.7%-11.3%0.011%
4/14/2025Wynn Capital LLC54,736$3.93M2.3%+28.8%0.002%
4/14/2025Griffith & Werner Inc.35,958$2.58M1.6%+6.2%0.001%
4/14/2025Bank of New Hampshire1,220$88K0.0%-19.5%0.000%
4/14/2025Miracle Mile Advisors LLC35,455$2.55M0.1%+0.8%0.001%
4/14/2025RDA Financial Network2,977$214K0.1%-19.7%0.000%
4/14/2025Patriot Financial Group Insurance Agency LLC58,689$4.21M0.6%+5.0%0.002%
4/14/2025Revolve Wealth Partners LLC4,751$341K0.0%+8.2%0.000%
4/14/2025Wedmont Private Capital141,297$10.14M0.5%-13.4%0.004%
4/14/2025UMB Bank n.a.94,040$6.75M0.1%+0.3%0.003%
4/14/2025Sivia Capital Partners LLC8,401$603K0.3%+6.0%0.000%
4/11/2025 Perkins Coie Trust Co53,989$3.88M0.9%+3.6%0.002%
4/11/2025 First City Capital Management Inc.16,651$1.20M0.7%-6.0%0.001%
4/11/2025 Gateway Investment Advisers LLC778,130$55.86M0.6%-2.0%0.024%
4/11/2025 Alliance Wealth Advisors LLC10,675$766K0.4%+2.2%0.000%
4/11/2025 Tealwood Asset Management Inc.19,525$1.40M0.6%-10.4%0.001%
4/11/2025 City State Bank3,179$228K0.1%-5.9%0.000%
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4/11/2025 Impact Capital Partners LLC3,968$285K0.1%+6.8%0.000%
4/11/2025 Elk River Wealth Management LLC2,800$201K0.0%N/A0.000%
4/11/2025 Pines Wealth Management LLC6,426$461K0.2%-5.0%0.000%
4/11/2025 SeaCrest Wealth Management LLC22,474$1.61M0.2%+3.9%0.001%
4/11/2025 Procyon Advisors LLC6,823$490K0.0%+2.8%0.000%
4/11/2025 Next Level Private LLC2,837$204K0.1%N/A0.000%
4/11/2025 Consilio Wealth Advisors LLC3,409$245K0.1%+6.2%0.000%
4/11/2025 Avity Investment Management Inc.4,775$343K0.0%+35.5%0.000%
4/11/2025 Generali Investments Management Co LLC21,797$1.57M0.4%+27.1%0.001%
4/11/2025 Signal Advisors Wealth LLC5,871$421K0.0%+19.3%0.000%
4/11/2025 MRA Advisory Group3,651$262K0.1%+17.0%0.000%
4/11/2025 Ullmann Wealth Partners Group LLC4,902$352K0.0%-9.5%0.000%
4/11/2025 Foster Group Inc.41,396$2.97M0.1%+5.0%0.001%
4/11/2025 Vest Financial LLC27,256$1.96M0.0%+73.5%0.001%
4/11/2025 Annex Advisory Services LLC6,008$431K0.0%+20.1%0.000%
4/10/2025 Breakwater Capital Group20,035$1.44M0.3%+16.6%0.001%
4/10/2025 Chesley Taft & Associates LLC208,912$15.00M0.7%+6.6%0.006%
4/10/2025 Thrive Wealth Management LLC10,533$756K0.1%+41.3%0.000%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.2,444$175K0.0%-33.4%0.000%
4/10/2025 Steigerwald Gordon & Koch Inc.337,832$24.25M2.7%-1.1%0.010%
4/10/2025 KWB Wealth5,736$403K0.0%-31.6%0.000%
4/10/2025 Cypress Wealth Services LLC17,577$1.26M0.3%+9.8%0.001%
4/10/2025 Lmcg Investments LLC16,427$1.18M0.1%-1.0%0.001%
4/10/2025 Wealth Management Partners LLC3,677$264K0.1%-45.2%0.000%
4/10/2025 Fermata Advisors LLC12,751$915K0.2%+308.4%0.000%
4/10/2025 Grassi Investment Management185,366$13.31M1.2%-0.7%0.006%
4/10/2025 HF Advisory Group LLC41,906$3.01M1.3%+10.4%0.001%
4/10/2025 Beacon Financial Group95,440$6.85M0.7%-5.9%0.003%
4/10/2025 Secure Asset Management LLC6,166$443K0.1%+21.7%0.000%
4/10/2025 Portside Wealth Group LLC56,588$3.98M0.7%+0.8%0.002%
4/10/2025 Long Run Wealth Advisors LLC50,550$3.63M0.8%N/A0.002%
4/10/2025 Sendero Wealth Management LLC16,009$1.15M0.2%-22.0%0.000%
4/10/2025 Northside Capital Management LLC27,530$1.98M0.3%+1.5%0.001%
4/10/2025 Iams Wealth Management LLC34,011$2.44M1.1%-2.8%0.001%
4/10/2025 Apella Capital LLC31,011$2.06M0.1%+12.6%0.001%
4/10/2025 Triangle Securities Wealth Management34,607$2.48M0.6%-1.3%0.001%
4/10/2025 First Financial Corp IN5,391$387K0.2%-7.2%0.000%
4/10/2025 Legacy Financial Group LLC9,048$650K0.1%-33.2%0.000%
4/9/2025 Selway Asset Management27,200$1.95M0.8%-28.0%0.001%
4/9/2025 Planned Solutions Inc.3,440$247K0.1%+9.6%0.000%
4/9/2025 Sentry Investment Management LLC8,321$597K0.4%+29.6%0.000%
4/9/2025 RFG Advisory LLC41,879$3.01M0.1%+13.4%0.001%
4/9/2025 Capital Asset Advisory Services LLC36,368$2.63M0.1%-19.2%0.001%
4/9/2025 InvesTrust106,029$7.61M2.1%-9.2%0.003%
4/9/2025 Fulton Bank N.A.18,538$1.33M0.1%-4.5%0.001%
4/9/2025 ST Germain D J Co. Inc.324,088$23.27M1.1%+4.2%0.010%
4/9/2025 Merit Financial Group LLC105,475$7.57M0.1%+10.0%0.003%
4/9/2025 Baxter Bros Inc.109,472$7.86M1.0%-0.2%0.003%
4/9/2025 Harbor Investment Advisory LLC12,164$873K0.1%+1.5%0.000%
4/9/2025 Roxbury Financial LLC29,976$2.35M2.4%-1.6%0.001%
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4/9/2025 Gradient Investments LLC13,838$993K0.0%-2.3%0.000%
4/9/2025 Eldred Rock Partners LLC133,614$9.54M2.9%-12.0%0.004%
4/9/2025 Quad Cities Investment Group LLC52,375$3.76M1.9%-0.4%0.002%
4/9/2025 LVW Advisors LLC6,757$485K0.1%-2.7%0.000%
4/9/2025 Sweeney & Michel LLC22,780$1.64M0.7%N/A0.001%
4/9/2025 Fragasso Financial Advisors Inc14,101$1.01M0.1%+1.6%0.000%
4/9/2025 QV Investors Inc.34,267$2.46M0.2%-7.1%0.001%
4/9/2025 Worth Asset Management LLC7,649$549K0.3%-76.9%0.000%
4/9/2025 Fiduciary Alliance LLC19,046$1.37M0.1%-12.1%0.001%
4/9/2025 Baker Tilly Wealth Management LLC6,991$502K0.2%-4.0%0.000%
(Data available from 1/1/2016 forward)

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WFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WFC shares?

During the previous two years, 2,431 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were Vanguard Group Inc. ($21.20B), Geode Capital Management LLC ($5.00B), Dodge & Cox ($4.95B), Norges Bank ($3.37B), Capital International Investors ($3.23B), State Farm Mutual Automobile Insurance Co. ($3.04B), and Northern Trust Corp ($2.41B).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 1,987 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 ($101.21M), Capital International Investors ($25.27M), Capital Research Global Investors ($14.21M), Canoe Financial LP ($7.21M), Two Sigma Advisers LP ($5.24M), Bank Julius Baer & Co. Ltd Zurich ($4.98M), and 1832 Asset Management L.P. ($4.02M).

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

Institutional investors have bought a total of 340,955,437 shares in the last 24 months. This purchase volume represents approximately $18.76B in transactions.

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

Of the 1,534 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 ($21.26M), Arrowstreet Capital Limited Partnership ($20.04M), Primecap Management Co. CA ($18.45M), Vanguard Group Inc. ($16.55M), Dodge & Cox ($16.50M), Davis Selected Advisers ($14.67M), and Capital World Investors ($13.95M).

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

Institutional investors have sold a total of 327,281,438 shares in the last 24 months. This volume of shares sold represents approximately $18.41B in transactions.



This page (NYSE:WFC) was last updated on 4/15/2025 by MarketBeat.com Staff
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