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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)
1175
Total
Institutional Inflows
(last 12 months)
$7.90B
Number of
Institutional Sellers
(last 12 months)
1054
Total
Institutional Outflows
(last 12 months)
$5.69B
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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
5/4/2024Geneos Wealth Management Inc.41,699$2.42M0.1%+3.3%0.001%
5/4/2024DAVENPORT & Co LLC1,398,317$80.91M0.5%-1.6%0.039%
5/4/2024Team Hewins LLC13,871$804K0.1%-21.8%0.000%
5/4/2024Affinity Investment Advisors LLC20,992$1.22M0.9%-3.9%0.001%
5/3/2024Signaturefd LLC52,244$3.03M0.1%+7.0%0.001%
5/3/2024FDx Advisors Inc.23,805$1.38M0.2%-66.8%0.001%
5/3/2024Pacifica Capital Investments LLC7,335$425K0.1%-12.0%0.000%
5/3/2024Catalina Capital Group LLC7,667$444K0.2%N/A0.000%
5/3/2024Avidian Wealth Solutions LLC6,027$349K0.0%+31.8%0.000%
5/3/2024Mediolanum International Funds Ltd141,651$8.16M0.1%N/A0.004%
5/3/2024RIA Advisory Group LLC23,930$1.39M0.6%-1.9%0.001%
5/3/2024Pzena Investment Management LLC17,129,130$992.80M3.4%-4.7%0.484%
5/3/2024Larson Financial Group LLC1,727$100K0.0%-31.9%0.000%
5/3/2024Callan Capital LLC5,462$317K0.0%N/A0.000%
5/3/2024Mcdonald Capital Investors Inc. CA980,070$56.81M3.6%-1.8%0.028%
5/3/2024Schwarz Dygos Wheeler Investment Advisors LLC39,900$2.31M0.6%-1.2%0.001%
5/3/2024Rehmann Capital Advisory Group30,501$1.77M0.1%+3.1%0.001%
5/3/2024Chevy Chase Trust Holdings LLC1,999,831$115.91M0.4%-1.7%0.056%
5/3/2024Commerce Bank217,091$12.58M0.1%+15.8%0.006%
5/3/2024Easterly Investment Partners LLC44,309$2.57M0.2%-4.1%0.001%
5/3/2024AA Financial Advisors LLC6,520$378K0.2%N/A0.000%
5/3/2024BI Asset Management Fondsmaeglerselskab A S17,569$1.02M0.0%-9.3%0.000%
5/3/2024Proficio Capital Partners LLC7,259$423K0.0%+4.6%0.000%
5/3/2024Liberty Wealth Management LLC11,868$688K0.1%N/A0.000%
5/3/2024Smith Salley Wealth Management41,231$2.39M0.2%-31.8%0.001%
5/2/2024Boit C F David15,519$924K0.5%-19.9%0.000%
5/2/2024Blume Capital Management Inc.143,378$8.31M2.0%-0.2%0.004%
5/2/2024Poplar Forest Capital LLC437,556$25.36M3.4%-17.7%0.012%
5/2/2024Financial Counselors Inc.15,196$881K0.0%+11.2%0.000%
5/2/2024Mutual of America Capital Management LLC471,847$27.35M0.3%-2.9%0.013%
5/2/2024Centerpoint Advisors LLC2,024$117K0.0%+128.2%0.000%
5/2/2024FinTrust Capital Advisors LLC4,740$275K0.1%-65.8%0.000%
5/2/2024Wright Investors Service Inc.25,815$1.50M0.4%-2.4%0.001%
5/2/2024Daiwa Securities Group Inc.358,715$20.79M0.1%+7.8%0.010%
5/2/2024Haverford Trust Co52,773$3.06M0.0%+25.1%0.001%
5/2/2024Consolidated Planning Corp4,868$282K0.0%-7.6%0.000%
5/2/2024Quent Capital LLC10,534$611K0.1%-3.0%0.000%
5/2/2024Nordea Investment Management AB4,977,450$288.29M0.3%-13.9%0.141%
5/2/2024Waycross Partners LLC251,006$14.55M2.5%+8.5%0.007%
5/2/2024Hosking Partners LLP1,237,231$71.71M2.6%+10.1%0.035%
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5/2/2024First Pacific Advisors LP5,170,186$299.66M4.2%+0.4%0.146%
5/2/2024Lincoln National Corp46,786$2.71M0.0%+5.9%0.001%
5/2/2024Bryn Mawr Capital Management LLC3,675$213K0.0%N/A0.000%
5/2/2024Fidelis Capital Partners LLC31,209$1.81M0.3%+32.2%0.001%
5/2/2024Goelzer Investment Management Inc.51,498$2.99M0.2%-7.4%0.001%
5/2/2024BNP Paribas22,000$1.28M0.1%N/A0.001%
5/2/2024Choreo LLC56,495$3.27M0.1%+13.6%0.002%
5/2/2024Tobam15,670$908K0.1%-4.1%0.000%
5/2/2024Tokio Marine Asset Management Co. Ltd.90,560$5.25M0.3%+10.1%0.003%
5/2/2024Sippican Capital Advisors8,293$481K0.4%-45.6%0.000%
5/2/2024 Family Firm Inc.6,146$356K0.1%+8.5%0.000%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.20,221$1.17M0.3%+2.6%0.001%
5/2/2024 Crown Wealth Group LLC7,194$417K0.2%+37.7%0.000%
5/2/2024 Moloney Securities Asset Management LLC4,045$234K0.0%-14.4%0.000%
5/2/2024 Main Street Research LLC26,644$1.54M0.1%+30.9%0.001%
5/2/2024 Palisade Asset Management LLC18,113$1.05M0.1%+2.8%0.001%
5/2/2024 Greenwood Capital Associates LLC29,852$1.73M0.2%-5.1%0.001%
5/2/2024 Schulhoff & Co. Inc.6,972$404K0.2%-4.1%0.000%
5/2/2024 PDS Planning Inc8,382$486K0.1%+7.1%0.000%
5/2/2024 Argent Advisors Inc.27,639$1.60M0.6%+4.6%0.001%
5/2/2024 Fortem Financial Group LLC7,087$411K0.2%+11.1%0.000%
5/1/2024 Capital Investment Counsel Inc45,181$2.62M0.5%-17.0%0.001%
5/1/2024 StoneX Group Inc.16,856$977K0.1%+49.0%0.000%
5/1/2024 Resonant Capital Advisors LLC6,391$370K0.0%+55.0%0.000%
5/1/2024 1834 Investment Advisors Co.20,306$1.18M0.1%+10.7%0.001%
5/1/2024 Blue Trust Inc.27,506$1.59M0.0%+8.7%0.001%
5/1/2024 Prosperity Consulting Group LLC4,644$269K0.0%+14.2%0.000%
5/1/2024 Rempart Asset Management Inc.414,905$24.05M4.6%+3.4%0.012%
5/1/2024 Braun Stacey Associates Inc.421,755$24.45M1.0%+0.8%0.012%
5/1/2024 Mission Wealth Management LP116,718$6.77M0.2%+156.5%0.003%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co96,783$5.61M1.0%-3.9%0.003%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.369,365$21.41M1.6%-2.3%0.010%
5/1/2024 Diversify Advisory Services LLC32,864$1.89M0.1%N/A0.001%
4/30/2024 Private Advisor Group LLC263,937$15.30M0.1%+2.5%0.007%
4/30/2024 J.W. Cole Advisors Inc.30,154$1.75M0.1%-3.6%0.001%
4/30/2024 Hartline Investment Corp15,678$909K0.2%N/A0.000%
4/30/2024 Retirement Systems of Alabama2,382,319$138.08M0.5%-0.3%0.067%
4/30/2024 Longbow Finance SA87,569$5.08M0.5%N/A0.002%
4/30/2024 Norden Group LLC32,903$1.91M0.1%+24.9%0.001%
4/30/2024 Culbertson A N & Co. Inc.67,987$3.94M0.7%-1.8%0.002%
4/30/2024 Van ECK Associates Corp3,937,124$228.20M0.3%-46.6%0.111%
4/30/2024 Fortis Group Advisors LLC4,889$283K0.1%+294.3%0.000%
4/30/2024 SWS Partners69,507$4.03M1.2%+4.9%0.002%
4/30/2024 LifePlan Financial LLC18,252$1.06M1.0%-9.2%0.001%
4/30/2024 Turtle Creek Wealth Advisors LLC4,261$247K0.1%-12.5%0.000%
4/30/2024 SpiderRock Advisors LLC136,480$7.88M0.2%N/A0.004%
4/30/2024 Mitchell Sinkler & Starr PA55,125$3.20M0.8%-3.1%0.002%
4/30/2024 Woodward Diversified Capital LLC85,183$4.94M3.1%-0.4%0.002%
4/30/2024Concord Wealth Partners9,774$566K0.1%-24.6%0.000%
4/30/2024 Mainstay Capital Management LLC ADV14,223$824K0.2%-11.7%0.000%
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4/30/2024 Delta Financial Group Inc.8,892$515K0.2%-13.2%0.000%
4/30/2024 Joel Isaacson & Co. LLC44,667$2.59M0.1%+38.8%0.001%
4/30/2024 Vest Financial LLC5,070$294K0.0%N/A0.000%
4/30/2024 Arkadios Wealth Advisors14,785$857K0.1%+3.1%0.000%
4/30/2024 Mill Capital Management LLC88,168$5.11M0.4%-0.7%0.002%
4/30/2024 Caprock Group LLC40,094$2.32M0.1%+4.3%0.001%
4/30/2024 Hazlett Burt & Watson Inc.3,687$215K0.1%-8.1%0.000%
4/30/2024 Stock Yards Bank & Trust Co.14,735$854K0.0%-7.0%0.000%
4/30/2024 Allspring Global Investments Holdings LLC473,444$27.44M0.0%+28.9%0.013%
4/29/2024 Mcdaniel Terry & Co.14,700$852K0.1%+2.0%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, 2,136 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 1,765 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 346,002,024 shares in the last 24 months. This purchase volume represents approximately $15.11B in transactions.

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

Of the 1,446 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 263,485,218 shares in the last 24 months. This volume of shares sold represents approximately $11.38B in transactions.


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This page (NYSE:WFC) was last updated on 5/4/2024 by MarketBeat.com Staff

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