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Wells Fargo & Company (WFC) Institutional Ownership

Wells Fargo & Company logo
$73.58 +0.15 (+0.20%)
(As of 11/20/2024 ET)

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

Current
Institutional Ownership
Percentage
75.90%
Number of
Institutional Buyers
(last 12 months)
1133
Total
Institutional Inflows
(last 12 months)
$6.66B
Number of
Institutional Sellers
(last 12 months)
1033
Total
Institutional Outflows
(last 12 months)
$7.66B
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WFC Institutional Buying and Selling by Quarter

Wells Fargo & Company Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024 Morse Asset Management Inc8,614$487K0.1%N/A0.000%
11/20/2024 Bard Financial Services Inc.88,355$4.99M0.6%-11.8%0.003%
11/19/2024 M&T Bank Corp368,132$20.80M0.1%-1.6%0.011%
11/19/2024 TCW Group Inc.556,662$31.45M0.3%+21.4%0.017%
11/18/2024 Soltis Investment Advisors LLC22,984$1.30M0.1%-5.4%0.001%
11/18/2024 Rehmann Capital Advisory Group30,826$1.75M0.1%+1.7%0.001%
11/18/2024 TD Private Client Wealth LLC76,754$4.34M0.1%-24.2%0.002%
11/18/2024 Fortem Financial Group LLC6,758$382K0.2%-2.1%0.000%
11/18/2024 Arete Wealth Advisors LLC6,521$367K0.0%-65.1%0.000%
11/18/2024 Teachers Retirement System of The State of Kentucky1,010,101$57.06M0.5%+105.5%0.030%
11/18/2024 Sunbelt Securities Inc.23,830$1.35M0.1%+4.5%0.001%
11/18/2024 Toronto Dominion Bank1,248,035$70.50M0.1%-51.9%0.037%
11/18/2024 Coldstream Capital Management Inc.43,973$2.56M0.1%+18.4%0.001%
11/18/2024 First Dallas Securities Inc.7,550$426K0.2%+2.7%0.000%
11/16/2024 Geode Capital Management LLC71,180,327$4.01B0.3%-0.4%2.138%
11/15/2024 Savoie Capital LLC20,000$1.13M0.1%N/A0.001%
11/15/2024 3Chopt Investment Partners LLC47,374$2.68M1.0%+3.0%0.001%
11/15/2024 Prestige Wealth Management Group LLC1,604$91K0.0%-84.9%0.000%
11/15/2024 Resources Management Corp CT ADV26,480$1.50M0.2%-0.7%0.001%
11/15/2024 M&T Bank Corp368,132$20.80M0.1%-1.6%0.011%
11/15/2024 Continuum Advisory LLC15,527$877K0.1%+2.8%0.000%
11/15/2024 LRI Investments LLC7,193$406K0.0%-11.4%0.000%
11/15/2024 Drucker Wealth 3.0 LLC89,361$5.05M1.2%+1.8%0.003%
11/15/2024 Public Employees Retirement System of Ohio1,643,870$92.86M0.4%-0.8%0.049%
11/15/2024 SGL Investment Advisors Inc.3,586$203K0.1%N/A0.000%
11/15/2024 Groupama Asset Managment57,811$3.27M0.1%N/A0.002%
11/15/2024 Nomura Asset Management Co. Ltd.1,343,458$75.89M0.2%+6.0%0.040%
11/15/2024 Y Intercept Hong Kong Ltd91,330$5.16M0.3%-42.5%0.003%
11/15/2024 MML Investors Services LLC403,315$22.78M0.1%-3.6%0.012%
11/15/2024 Hodges Capital Management Inc.59,175$3.34M0.2%+574.4%0.002%
11/15/2024 First National Bank of Omaha97,053$5.48M0.3%-7.1%0.003%
11/15/2024 CTC Alternative Strategies Ltd.9,065$512K0.6%-68.0%0.000%
11/15/2024 Orion Portfolio Solutions LLC142,573$8.05M0.2%+2.5%0.004%
11/15/2024 Zacks Investment Management15,631$883K0.0%+1.3%0.000%
11/15/2024 iSAM Funds UK Ltd15,070$851K0.5%-54.9%0.000%
11/15/2024 DF Dent & Co. Inc.13,228$747K0.0%N/A0.000%
11/15/2024 iA Global Asset Management Inc.44,318$2.50M0.0%-81.7%0.001%
11/15/2024 EP Wealth Advisors LLC206,331$11.66M0.1%+15.1%0.006%
11/15/2024 United Services Automobile Association79,973$4.52M0.1%-21.4%0.002%
11/15/2024 Insigneo Advisory Services LLC28,682$1.62M0.2%-2.7%0.001%
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11/15/2024 Voya Financial Advisors Inc.38,070$2.13M0.2%+3.3%0.001%
11/15/2024 Worldquant Millennium Advisors LLC981,281$55.43M0.4%-7.0%0.029%
11/15/2024 Weiss Asset Management LP185,004$10.45M0.2%N/A0.006%
11/15/2024 Two Sigma Advisers LP5,954,600$336.38M0.8%+730.4%0.179%
11/15/2024 Stevens Capital Management LP48,243$2.73M0.4%N/A0.001%
11/15/2024 SYM FINANCIAL Corp6,237$352K0.0%+55.1%0.000%
11/15/2024 SageView Advisory Group LLC10,818$611K0.0%-45.9%0.000%
11/15/2024 Quantinno Capital Management LP217,938$12.31M0.2%+17.8%0.007%
11/15/2024 Royal London Asset Management Ltd.1,533,786$86.64M0.2%+1.0%0.046%
11/15/2024 Prana Capital Management LP490,438$27.71M1.3%-49.7%0.015%
11/15/2024 Morse Asset Management Inc8,613$487K0.1%N/A0.000%
11/15/2024 IHT Wealth Management LLC22,483$1.26M0.0%+16.3%0.001%
11/15/2024 Integrated Wealth Concepts LLC78,436$4.43M0.1%-11.3%0.002%
11/15/2024 Investment Management Corp of Ontario319,120$18.03M0.4%-11.3%0.010%
11/15/2024 Jacobs Levy Equity Management Inc.689,085$38.93M0.2%+1,447.4%0.021%
11/15/2024 Janus Henderson Group PLC441,872$24.95M0.0%+0.3%0.013%
11/15/2024 Harmony Asset Management LLC11,247$635K0.2%N/A0.000%
11/15/2024 Hotchkis & Wiley Capital Management LLC13,227,140$747.20M2.5%-5.4%0.397%
11/15/2024 Hilltop Holdings Inc.18,376$1.04M0.1%+46.0%0.001%
11/15/2024 Chevy Chase Trust Holdings LLC1,832,251$103.50M0.3%-4.1%0.055%
11/15/2024 Coastwise Capital Group LLC26,436$1.49M1.2%+6.6%0.001%
11/15/2024 Community Bank N.A.1,406$79K0.0%-39.2%0.000%
11/15/2024 Concentric Capital Strategies LP15,529$877K0.0%+74.3%0.000%
11/15/2024 Ascent Group LLC52,035$2.94M0.2%+33.6%0.002%
11/15/2024 Benjamin Edwards Inc.57,459$3.25M0.0%+320.1%0.002%
11/15/2024 Basswood Capital Management L.L.C.684,083$38.64M2.0%+29.3%0.021%
11/15/2024 Point72 Asia Singapore Pte. Ltd.189,106$10.68M2.0%+10.2%0.006%
11/15/2024 Kestra Investment Management LLC7,570$428K0.0%N/A0.000%
11/15/2024 Alerus Financial NA138,712$7.84M0.6%-4.8%0.004%
11/15/2024 Point72 Hong Kong Ltd158,026$8.93M0.6%+30.8%0.005%
11/15/2024 Royal Capital Wealth Management LLC9,351$528K0.4%-3.5%0.000%
11/15/2024 FSA Wealth Management LLC598$34K0.0%N/A0.000%
11/14/2024 Semmax Financial Advisors Inc.93,119$5.26M1.4%+12.7%0.003%
11/14/2024 Cobblestone Capital Advisors LLC NY391,966$22.14M1.2%-4.1%0.012%
11/14/2024 Tradition Wealth Management LLC30,453$1.72M0.2%-3.0%0.001%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp581,704$32.86M0.2%-14.2%0.017%
11/14/2024 Encompass More Asset Management7,707$435K0.2%+29.8%0.000%
11/14/2024 Acropolis Investment Management LLC2,105$119K0.0%N/A0.000%
11/14/2024 Ironwood Investment Counsel LLC13,027$736K0.1%-30.1%0.000%
11/14/2024 Point72 Europe London LLP391,025$22.09M1.4%+106.6%0.012%
11/14/2024 Caisse DE Depot ET Placement DU Quebec2,709,659$153.07M0.3%+158.1%0.081%
11/14/2024 TRUE Private Wealth Advisors22,248$1.26M0.1%-7.2%0.001%
11/14/2024 Atlantic Union Bankshares Corp177,570$10.03M0.6%+17.4%0.005%
11/14/2024 Icon Wealth Advisors LLC8,660$489K0.0%-29.6%0.000%
11/14/2024 Rockefeller Capital Management L.P.638,233$36.06M0.1%+37.2%0.019%
11/14/2024 Providence Wealth Advisors LLC15,954$901K0.7%+3.1%0.000%
11/14/2024 Martingale Asset Management L P7,599$429K0.0%+75.5%0.000%
11/14/2024 Vinva Investment Management Ltd135,122$7.55M0.3%-7.2%0.004%
11/14/2024 Financial Counselors Inc.19,010$1.07M0.0%+2.0%0.001%
11/14/2024 Public Sector Pension Investment Board1,981,130$111.91M0.6%+81.6%0.060%
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11/14/2024 Fiduciary Trust Co45,907$2.59M0.0%+0.9%0.001%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 1,027,696$58.06M0.2%+14.7%0.031%
11/14/2024 BBR Partners LLC17,405$983K0.1%-2.1%0.001%
11/14/2024 MetLife Investment Management LLC886,848$50.10M0.3%-4.7%0.027%
11/14/2024 CreativeOne Wealth LLC9,637$544K0.0%+51.7%0.000%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund993,000$56.10M0.1%-57.6%0.030%
11/14/2024 Blueshift Asset Management LLC3,756$212K0.1%-4.2%0.000%
11/13/2024 Bridgewater Associates LP1,409,035$79.60M0.5%+75.3%0.042%
11/13/2024 Cynosure Group LLC107,158$6.05M0.9%+101.7%0.003%
11/13/2024 Hardy Reed LLC5,349$302K0.0%-80.2%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, 2,150 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 1,735 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), Altshuler Shaham Ltd ($5.53M), Two Sigma Advisers LP ($5.24M), and Artemis Investment Management LLP ($5.05M).

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

Institutional investors have bought a total of 270,806,783 shares in the last 24 months. This purchase volume represents approximately $12.51B in transactions.

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

Of the 1,434 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 253,928,967 shares in the last 24 months. This volume of shares sold represents approximately $12.37B in transactions.



This page (NYSE:WFC) was last updated on 11/21/2024 by MarketBeat.com Staff
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