Wells Fargo & Company (WFC) Institutional Ownership 2024
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
The A.I. story nobody is telling you (Read ASAP) (Ad)
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
Top 5 AI Stocks to Buy for 2024 (Ad)
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
The "Smart Money" Is Ready for May 1st Are You? (Ad)
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
The A.I. story nobody is telling you (Read ASAP) (Ad)
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
Top 5 AI Stocks to Buy for 2024 (Ad)
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
The "Smart Money" Is Ready for May 1st Are You? (Ad)
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
The A.I. story nobody is telling you (Read ASAP) (Ad)
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
Top 5 AI Stocks to Buy for 2024 (Ad)
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
The "Smart Money" Is Ready for May 1st Are You? (Ad)
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
The A.I. story nobody is telling you (Read ASAP) (Ad)
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
Top 5 AI Stocks to Buy for 2024 (Ad)
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
The "Smart Money" Is Ready for May 1st Are You? (Ad)
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
Free Trial

Wells Fargo & Company (WFC) Institutional Ownership

→ New crypto project uncovers 2,050% in 65 days (From InvestorPlace) (Ad)
Free WFC Stock Alerts
$58.74
+1.56 (+2.73%)
(As of 04/18/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
75.90%
Number of
Institutional Buyers
(last 12 months)
1236
Total
Institutional Inflows
(last 12 months)
$8.71B
Number of
Institutional Sellers
(last 12 months)
1103
Total
Institutional Outflows
(last 12 months)
$6.12B
Get WFC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Wells Fargo & Company stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WFC Institutional Buying and Selling by Quarter

Wells Fargo & Company Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024Buffington Mohr McNeal22,783$1.32M0.2%-6.2%0.001%
4/18/2024MV Capital Management Inc.15,303$887K0.1%+7.8%0.000%
4/18/2024Woodmont Investment Counsel LLC10,826$627K0.1%-4.1%0.000%
4/18/2024Leonard Rickey Investment Advisors P.L.L.C.5,184$300K0.1%+18.0%0.000%
4/18/2024Farmers & Merchants Investments Inc.193,955$11.24M0.4%-4.3%0.005%
4/18/2024Cullinan Associates Inc.32,145$1.86M0.1%-0.9%0.001%
4/18/2024Iams Wealth Management LLC36,098$1.98M1.2%-7.0%0.001%
4/18/2024tru Independence LLC126,470$7.33M2.2%-4.3%0.004%
4/18/2024FARMERS & MERCHANTS TRUST Co OF LONG BEACH22,103$1.28M0.3%-3.9%0.001%
4/18/2024Allspring Global Investments Holdings LLC473,444$27.44M0.0%+28.9%0.013%
4/18/2024Tributary Capital Management LLC11,650$675K0.1%+19.5%0.000%
4/18/2024Stewart & Patten Co. LLC18,170$1.05M0.2%-1.9%0.001%
4/18/2024Hexagon Capital Partners LLC16,080$932K0.2%-15.2%0.000%
4/18/2024Claro Advisors LLC11,968$694K0.1%-7.7%0.000%
4/18/2024Miracle Mile Advisors LLC20,454$1.19M0.0%+1.2%0.001%
4/18/2024Echo45 Advisors LLC3,522$204K0.1%N/A0.000%
4/18/2024HFG Advisors Inc.3,953$229K0.2%-9.1%0.000%
4/18/2024BKM Wealth Management LLC2,523$146K0.1%+26.1%0.000%
4/18/2024Diversified Trust Co25,322$1.47M0.0%-15.6%0.001%
4/18/2024Skyline Advisors Inc.4,132$240K0.1%-4.6%0.000%
4/18/2024Aviance Capital Partners LLC9,200$533K0.1%N/A0.000%
4/18/2024Chapin Davis Inc.5,160$299K0.1%-4.8%0.000%
4/18/2024Successful Portfolios LLC6,264$363K0.2%-13.2%0.000%
4/18/2024Koss Olinger Consulting LLC5,800$336K0.2%-87.7%0.000%
4/18/2024SteelPeak Wealth LLC17,614$1.02M0.1%-79.3%0.000%
4/18/2024Financial Partners Group LLC17,932$1.04M0.4%-2.6%0.001%
4/18/2024Breakwater Capital Group16,906$980K0.2%+9.4%0.000%
4/17/2024Deltec Asset Management LLC3,500$203K0.0%N/A0.000%
4/17/2024Red Door Wealth Management LLC6,635$385K0.1%-10.8%0.000%
4/17/2024Jeppson Wealth Management LLC27,317$1.58M0.6%-1.4%0.001%
4/17/2024Cornerstone Wealth Group LLC5,039$292K0.0%N/A0.000%
4/17/2024Physician Wealth Advisors Inc.7,156$404K0.1%+6.1%0.000%
4/17/2024New Mexico Educational Retirement Board225,916$13.09M0.5%+15.7%0.006%
4/17/2024Iron Horse Wealth Management LLC9,780$567K0.2%-2.2%0.000%
4/17/2024Founders Financial Securities LLC30,295$1.76M0.2%-1.4%0.001%
4/17/2024Vicus Capital6,591$382K0.0%+7.7%0.000%
4/17/2024Trinity Financial Advisors LLC25,433$1.47M0.7%-5.0%0.001%
4/17/2024First Bank & Trust20,732$1.20M0.2%-13.5%0.001%
4/17/2024Grimes & Company Inc.30,867$1.79M0.1%-0.9%0.001%
4/17/2024Griffin Asset Management Inc.259,114$15.02M1.8%-0.1%0.007%
Biden’s $374B Giveaway Into This Sector (Ad)

Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here

Click here for the full story
4/16/2024MCF Advisors LLC7,925$459K0.0%-28.7%0.000%
4/16/2024Trust Co. of Virginia VA3,476$201K0.0%N/A0.000%
4/16/2024First Dallas Securities Inc.7,350$426K0.2%-4.5%0.000%
4/16/2024Hodges Capital Management Inc.9,275$538K0.0%-10.2%0.000%
4/16/2024Weaver Consulting Group8,578$497K0.2%+61.6%0.000%
4/16/2024Occidental Asset Management LLC5,470$317K0.1%-32.0%0.000%
4/16/2024Independence Bank of Kentucky1,515$88K0.0%-49.6%0.000%
4/16/2024OneAscent Financial Services LLC24,549$1.42M0.2%-2.0%0.001%
4/16/2024Webster Bank N. A.10,153$588K0.1%+2.0%0.000%
4/16/2024OneAscent Wealth Management LLC9,725$564K0.2%-3.4%0.000%
4/16/2024Kathmere Capital Management LLC7,916$459K0.1%+4.3%0.000%
4/16/2024Cambridge Advisors Inc.6,862$398K0.1%+11.0%0.000%
4/16/2024Sawyer & Company Inc21,775$1.26M0.5%-1.5%0.001%
4/16/2024Asio Capital LLC59,870$3.47M0.7%-28.0%0.002%
4/16/2024Ameliora Wealth Management Ltd.5,000$290K0.1%+150.0%0.000%
4/16/2024Atlantic Union Bankshares Corp98,951$5.74M0.5%+10.5%0.003%
4/16/2024Sendero Wealth Management LLC30,105$1.75M0.3%-67.5%0.001%
4/16/2024Register Financial Advisors LLC5,620$326K0.2%-3.9%0.000%
4/16/2024Brookmont Capital Management92,376$5.35M2.8%+0.4%0.003%
4/16/2024Capital Asset Advisory Services LLC49,995$2.87M0.2%+16.3%0.001%
4/16/2024Artemis Investment Management LLP2,079,003$120.45M1.5%-37.3%0.059%
4/16/2024Courier Capital LLC20,541$1.19M0.1%-3.5%0.001%
4/16/2024Fifth Third Wealth Advisors LLC10,328$599K0.1%-10.8%0.000%
4/16/2024Hennessy Advisors Inc.134,500$7.80M0.3%-17.8%0.004%
4/16/2024Cypress Wealth Services LLC15,596$904K0.2%-4.3%0.000%
4/16/2024Transform Wealth LLC6,362$369K0.0%+42.6%0.000%
4/16/2024Thrive Wealth Management LLC7,618$442K0.1%+10.7%0.000%
4/16/2024Seed Wealth Management Inc.3,643$210K0.2%N/A0.000%
4/16/2024Towerpoint Wealth LLC3,561$206K0.1%N/A0.000%
4/16/2024Hurlow Wealth Management Group Inc.4,017$233K0.1%N/A0.000%
4/16/2024Chesley Taft & Associates LLC132,590$7.69M0.4%+3.5%0.004%
4/16/2024Procyon Advisors LLC105,159$6.10M0.5%-0.3%0.003%
4/16/2024First National Bank Sioux Falls14,307$829K0.5%-10.3%0.000%
4/16/2024ERn Financial LLC6,750$391K0.1%-2.8%0.000%
4/15/2024Signet Financial Management LLC56,683$3.29M0.5%+1.5%0.002%
4/15/2024Epiq Partners LLC6,190$359K0.2%-6.9%0.000%
4/15/2024Wealthcare Advisory Partners LLC13,414$778K0.0%+3.0%0.000%
4/15/2024Affiance Financial LLC3,683$213K0.1%N/A0.000%
4/15/2024Revolve Wealth Partners LLC3,946$229K0.0%N/A0.000%
4/15/2024Matrix Asset Advisors Inc. NY239,930$13.91M1.7%-2.1%0.007%
4/15/2024Aspiriant LLC25,601$1.48M0.1%-2.8%0.001%
4/15/2024Key Client Fiduciary Advisors LLC6,390$370K0.2%+25.0%0.000%
4/15/2024Sovereign Financial Group Inc.3,761$218K0.1%N/A0.000%
4/15/2024Brookstone Capital Management19,476$1.13M0.0%+6.9%0.001%
4/15/2024Sunbelt Securities Inc.22,695$1.32M0.1%-3.3%0.001%
4/15/2024Eagle Wealth Strategies LLC3,713$214K0.2%N/A0.000%
4/15/2024CIC Wealth LLC10,344$600K0.2%-4.3%0.000%
4/15/2024Chemistry Wealth Management LLC27,370$1.59M0.4%-1.6%0.001%
4/15/2024Kingswood Wealth Advisors LLC50,700$2.94M0.3%-4.9%0.001%
4/15/2024Sound Income Strategies LLC6,385$370K0.0%-7.8%0.000%
You’re invited: Biggest crypto event of 2024 (Ad)

During the event on Tuesday, April 23 at 10 am ET, I’ll be giving away the name and ticker symbol of crypto that could surge in price. I believe it will be the best performing crypto of 2024.

Just click here to sign up and be among the first to get it.
4/15/2024West Paces Advisors Inc.2,913$169K0.0%-12.1%0.000%
4/15/2024Prentice Wealth Management LLC9,242$536K0.2%+7.3%0.000%
4/13/2024 First Financial Corp IN6,286$364K0.2%+36.8%0.000%
4/13/2024 ARGA Investment Management LP141,752$8.22M0.3%-0.2%0.004%
4/13/2024 Quad Cities Investment Group LLC53,295$3.09M1.8%-2.0%0.002%
4/12/2024 Dynamic Advisor Solutions LLC31,181$1.81M0.1%-28.5%0.001%
4/12/2024 Fermata Advisors LLC4,229$245K0.1%-9.6%0.000%
4/12/2024 Factory Mutual Insurance Co.616,464$35.73M0.4%-30.9%0.017%
4/12/2024 Annex Advisory Services LLC5,142$298K0.0%N/A0.000%
4/12/2024 Gateway Investment Advisers LLC812,762$47.11M0.5%-14.4%0.023%
(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, 2,207 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were Vanguard Group Inc. ($15.84B), Dodge & Cox ($5.77B), Price T Rowe Associates Inc. MD ($3.51B), Capital International Investors ($3.20B), Geode Capital Management LLC ($2.94B), 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 1,851 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 ($102.93M), Price T Rowe Associates Inc. MD ($34.81M), Moneta Group Investment Advisors LLC ($26.28M), Capital International Investors ($25.27M), Capital World Investors ($23.15M), Renaissance Technologies LLC ($14.60M), and Ontario Teachers Pension Plan Board ($9.07M).

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

Institutional investors have bought a total of 467,138,995 shares in the last 24 months. This purchase volume represents approximately $20.33B in transactions.

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

Of the 1,497 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), Renaissance Technologies LLC ($11.78M), Vanguard Group Inc. ($11.62M), Rothschild & Co Wealth Management UK Ltd ($10.84M), Capital World Investors ($10.23M), and Deutsche Bank AG ($8.82M).

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

Institutional investors have sold a total of 293,240,031 shares in the last 24 months. This volume of shares sold represents approximately $12.51B in transactions.


Related Companies:
This page (NYSE:WFC) was last updated on 4/19/2024 by MarketBeat.com Staff

From Our Partners
The “Perfect Storm” for Gold
Gold Safe Exchange
Biden’s $374B Giveaway Into This Sector
DTI
Biden replacement revealed?
Paradigm Press
He Is Giving Away Bitcoin
Crypto Swap Profits
The "Smart Money" Is Ready for May 1st Are You?
Stansberry Research
Your Money is Not Safe
American Alternative
The #1 Crypto for 2024
InvestorPlace
Top 5 AI Stocks to Buy for 2024
Market Moving Trends