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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)
1178
Total
Institutional Inflows
(last 12 months)
$7.88B
Number of
Institutional Sellers
(last 12 months)
1055
Total
Institutional Outflows
(last 12 months)
$5.62B
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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
5/9/2024TBH Global Asset Management LLC6,382$370K0.1%+19.1%0.000%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.4,408,826$255.54M0.4%+19.8%0.126%
5/9/2024Fortis Capital Advisors LLC7,996$463K0.2%N/A0.000%
5/9/2024Private Management Group Inc.13,050$756K0.0%-41.1%0.000%
5/9/2024Angeles Wealth Management LLC6,843$397K0.0%+50.9%0.000%
5/9/2024Interchange Capital Partners LLC3,628$213K0.1%N/A0.000%
5/9/2024State Board of Administration of Florida Retirement System4,344,971$251.84M0.5%+9.1%0.125%
5/9/2024Eagle Bay Advisors LLC2,960$172K0.1%-12.7%0.000%
5/9/2024TD Asset Management Inc2,088,267$121.04M0.1%-0.6%0.060%
5/9/2024Endowment Wealth Management Inc.3,600$209K0.2%N/A0.000%
5/9/2024Rogco LP1,665$97K0.0%-9.2%0.000%
5/9/2024Koshinski Asset Management Inc.9,963$577K0.1%N/A0.000%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.49,542$2.87M0.0%-4.7%0.001%
5/8/2024Entropy Technologies LP74,183$4.30M0.5%N/A0.002%
5/8/2024Edmond DE Rothschild Holding S.A.330,425$19.15M0.3%-0.3%0.009%
5/8/2024Cozad Asset Management Inc.3,642$211K0.0%N/A0.000%
5/8/2024West Wealth Group LLC3,595$208K0.1%-28.5%0.000%
5/8/2024Bleakley Financial Group LLC60,677$3.52M0.1%-4.8%0.002%
5/8/2024Baron Wealth Management LLC5,507$319K0.2%-16.5%0.000%
5/8/2024ProShare Advisors LLC715,985$41.50M0.1%-7.3%0.021%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS790,056$45.79M0.3%-0.7%0.023%
5/8/2024Avantax Advisory Services Inc.119,750$6.94M0.1%-3.6%0.003%
5/8/2024SP Asset Management LLC294,260$17.06M1.6%-2.7%0.008%
5/8/2024Addison Capital Co5,784$335K0.2%-35.1%0.000%
5/8/2024Hohimer Wealth Management LLC5,323$309K0.1%N/A0.000%
5/8/2024Russell Investments Group Ltd.4,662,953$270.04M0.4%+1.0%0.134%
5/8/2024 Qsemble Capital Management LP53,780$3.12M0.7%-57.5%0.002%
5/8/2024 QRG Capital Management Inc.528,859$30.65M0.4%+86.6%0.015%
5/8/2024 New Republic Capital LLC5,121$297K0.2%-25.8%0.000%
5/8/2024 Williams Jones Wealth Management LLC.58,810$3.41M0.0%+1.9%0.002%
5/8/2024 Thoroughbred Financial Services LLC26,638$1.54M0.1%-35.4%0.001%
5/7/2024 Verus Capital Partners LLC4,873$282K0.0%-4.2%0.000%
5/7/2024 Capital Square LLC6,398$371K0.3%+28.0%0.000%
5/7/2024 Meeder Advisory Services Inc.45,925$2.66M0.3%+5.6%0.001%
5/7/2024 Meeder Asset Management Inc.8,426$488K0.0%+15.4%0.000%
5/7/2024 NorthRock Partners LLC28,260$1.64M0.1%-15.0%0.001%
5/7/2024 Choate Investment Advisors41,586$2.41M0.1%-7.9%0.001%
5/7/2024 Fiduciary Family Office LLC47,312$2.74M1.1%+41.7%0.001%
5/7/2024 Abbrea Capital LLC15,628$906K0.1%+8.4%0.000%
5/7/2024 Quantum Private Wealth LLC3,463$201K0.1%N/A0.000%
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5/7/2024 Concurrent Investment Advisors LLC33,525$1.94M0.1%+4.5%0.001%
5/7/2024 Keudell Morrison Wealth Management14,792$857K0.3%-9.8%0.000%
5/7/2024 Atomi Financial Group Inc.18,376$1.07M0.1%+32.6%0.001%
5/7/2024 Allegheny Financial Group LTD6,265$363K0.1%+10.5%0.000%
5/7/2024 CarsonAllaria Wealth Management Ltd.5,660$328K0.2%-17.4%0.000%
5/7/2024 River Global Investors LLP41,061$2.38M0.6%-47.6%0.001%
5/7/2024 Heartland Advisors Inc.38,864$2.25M0.1%+0.6%0.001%
5/7/2024 Bernardo Wealth Planning LLC3,826$222K0.1%N/A0.000%
5/7/2024 Mondrian Investment Partners LTD2,716,282$157.44M2.2%-6.6%0.078%
5/7/2024 Forsta AP Fonden869,200$50.38M0.4%+13.5%0.025%
5/7/2024 Hyman Charles D35,801$2.08M0.1%-5.5%0.001%
5/7/2024 Highland Capital Management LLC147,257$8.54M0.5%-1.4%0.004%
5/7/2024 Illinois Municipal Retirement Fund498,568$28.90M0.4%-1.6%0.014%
5/7/2024 Lipe & Dalton16,300$945K0.5%-5.8%0.000%
5/7/2024 Nvwm LLC29,522$1.71M0.5%-1.7%0.001%
5/7/2024 Gibraltar Capital Management Inc.121,075$7.02M3.3%-22.6%0.003%
5/7/2024 Equity Investment Corp2,589,953$150.11M3.8%+0.9%0.074%
5/7/2024 Oppenheimer Asset Management Inc.265,520$15.39M0.2%-23.3%0.008%
5/7/2024 Oppenheimer & Co. Inc.52,634$3.05M0.1%+30.4%0.002%
5/7/2024 PFG Advisors98,870$5.73M0.4%-0.5%0.003%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,960$577K0.0%+33.4%0.000%
5/7/2024 Brooklyn 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%
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%
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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%
(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, 2,136 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 1,757 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 346,731,708 shares in the last 24 months. This purchase volume represents approximately $15.16B in transactions.

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

Of the 1,452 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 256,765,783 shares in the last 24 months. This volume of shares sold represents approximately $11.07B in transactions.


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This page (NYSE:WFC) was last updated on 5/9/2024 by MarketBeat.com Staff

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