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Wells Fargo & Company (WFC) Institutional Ownership

$48.35
-0.13 (-0.27%)
(As of 02/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for Wells Fargo & Company (NYSE:WFC)

Current
Institutional Ownership
Percentage
72.47%
Number of
Institutional Buyers
(last 12 months)
1235
Total
Institutional Inflows
(last 12 months)
$9.59 B
Number of
Institutional Sellers
(last 12 months)
1089
Total
Institutional Outflows
(last 12 months)
$6.17 B
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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
2/8/2024Kingsview Wealth Management LLC63,669$3.13M0.1%-14.1%0.002%
2/8/2024Longfellow Investment Management Co. LLC13,240$0.65M0.2%N/A0.000%
2/8/2024Meridian Wealth Management LLC14,766$0.73M0.0%-6.1%0.000%
2/8/2024Panagora Asset Management Inc.3,657,442$180.02M1.0%+5.9%0.101%
2/8/2024Haverford Trust Co42,194$2.08M0.0%+1.0%0.001%
2/8/2024Sound View Wealth Advisors Group LLC8,046$0.40M0.0%-6.2%0.000%
2/8/2024Addison Capital Co8,911$0.44M0.3%N/A0.000%
2/8/2024Beacon Pointe Advisors LLC416,704$20.51M0.2%-5.1%0.011%
2/8/2024Quadrant Capital Group LLC41,268$2.03M0.2%+61.7%0.001%
2/8/2024CarsonAllaria Wealth Management Ltd.6,855$0.34M0.2%-5.3%0.000%
2/8/2024ARGA Investment Management LP142,063$6.99M0.2%N/A0.004%
2/8/2024Lazard Freres Gestion S.A.S.787,571$36.67M1.1%-9.3%0.022%
2/8/2024MinichMacGregor Wealth Management LLC4,168$0.21M0.1%N/A0.000%
2/8/2024Guardian Capital Advisors LP71,540$3.57M0.4%-3.0%0.002%
2/8/2024Heartland Advisors Inc.38,625$1.90M0.1%-6.4%0.001%
2/8/2024Wade G W & Inc.4,177$0.21M0.0%-19.2%0.000%
2/8/2024Eagle Bay Advisors LLC3,389$0.17M0.1%-20.9%0.000%
2/8/2024Foundations Investment Advisors LLC30,407$1.48M0.0%-44.5%0.001%
2/8/2024Vanguard Personalized Indexing Management LLC188,560$9.28M0.2%-4.7%0.005%
2/8/2024Goelzer Investment Management Inc.55,623$2.74M0.2%-2.7%0.002%
2/8/2024Lmcg Investments LLC17,252$0.85M0.1%-1.2%0.000%
2/8/2024Vise Technologies Inc.54,331$2.67M0.6%+46.6%0.001%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.3,681,000$179.19M0.3%+6.3%0.101%
2/8/2024M&G Investment Management Ltd.1,111,208$54.45M0.3%-0.3%0.031%
2/8/2024Westpac Banking Corp5,256$0.26M0.0%N/A0.000%
2/8/2024SeaTown Holdings Pte. Ltd.45,500$2.24M0.2%-94.3%0.001%
2/8/2024Quotient Wealth Partners LLC14,788$0.73M0.0%N/A0.000%
2/8/2024Ironwood Investment Counsel LLC24,052$1.18M0.2%-5.1%0.001%
2/8/2024First United Bank & Trust2,534$0.13M0.0%N/A0.000%
2/8/2024JNBA Financial Advisors15,456$0.76M0.1%+6.2%0.000%
2/8/2024Advisor OS LLC7,146$0.35M0.0%+13.4%0.000%
2/8/2024Pacific Global Investment Management Co.13,680$0.67M0.1%+13.4%0.000%
2/8/2024Massachusetts Financial Services Co. MA1,847,713$90.94M0.0%+2.9%0.051%
2/8/2024Psagot Value Holdings Ltd. Israel 45,080$2.23M1.0%-2.5%0.001%
2/7/2024Avantax Advisory Services Inc.124,265$6.12M0.1%+11.3%0.003%
2/7/2024Checchi Capital Advisers LLC51,252$2.52M0.2%+1.8%0.001%
2/7/2024Boston Partners13,656,100$671.83M0.9%-14.4%0.376%
2/7/2024Gratus Capital LLC6,704$0.33M0.0%-23.6%0.000%
2/7/2024Forum Financial Management LP50,579$2.49M0.0%-1.0%0.001%
2/7/2024Principal Financial Group Inc.4,520,673$222.51M0.1%+1.5%0.124%
2/7/2024Envestnet Portfolio Solutions Inc.170,410$8.39M0.0%+9.7%0.005%
2/7/2024One Capital Management LLC36,268$1.79M0.1%+0.6%0.001%
2/7/2024Formidable Asset Management LLC5,486$0.27M0.1%-21.7%0.000%
2/7/2024AlphaStar Capital Management LLC26,691$1.31M0.1%+22.2%0.001%
2/7/2024SP Asset Management LLC302,537$14.89M1.5%-5.7%0.008%
2/7/2024Dimensional Fund Advisors LP18,941,772$932.35M0.3%+3.3%0.522%
2/7/2024QRG Capital Management Inc.283,435$13.95M0.2%+7.7%0.008%
2/7/2024Jump Financial LLC67,891$3.34M0.1%N/A0.002%
2/7/2024Qsemble Capital Management LP126,439$6.22M1.6%+20.1%0.003%
2/7/2024JFS Wealth Advisors LLC16,284$0.80M0.1%-1.9%0.000%
2/7/2024Johnson Investment Counsel Inc.18,730$0.92M0.0%-4.9%0.001%
2/7/2024Seizert Capital Partners LLC792,666$39.02M2.0%-5.1%0.022%
2/7/2024Acorn Wealth Advisors LLC4,554$0.22M0.1%N/A0.000%
2/7/2024Dana Investment Advisors Inc.406,580$20.01M1.0%-2.3%0.011%
2/7/2024Econ Financial Services Corp11,389$0.56M0.4%-75.0%0.000%
2/7/2024Cary Street Partners Investment Advisory LLC17,087$0.84M0.0%-3.0%0.000%
2/7/2024Teacher Retirement System of Texas1,247,211$61.39M0.4%-2.6%0.034%
2/7/2024Canoe Financial LP3,731,722$183.68M0.5%+56.1%0.103%
2/7/2024First City Capital Management Inc.23,364$1.15M0.7%+3.5%0.001%
2/7/2024Stoneridge Investment Partners LLC116,203$5.72M2.4%+72.2%0.003%
2/7/2024VisionPoint Advisory Group LLC715$35K0.0%+180.4%0.000%
2/7/2024Sound Shore Management Inc. CT2,258,842$111.18M3.9%-1.9%0.062%
2/7/2024Accredited Investors Inc.19,181$0.94M0.1%-6.1%0.001%
2/7/2024Thompson Siegel & Walmsley LLC212,128$10.44M0.2%-3.3%0.006%
2/7/2024Wharton Business Group LLC17,700$0.87M0.0%-1.7%0.000%
2/7/2024Calton & Associates Inc.4,519$0.22M0.1%N/A0.000%
2/7/2024Schaper Benz & Wise Investment Counsel Inc. WI361,490$17.79M1.6%+0.1%0.010%
2/7/2024Kovitz Investment Group Partners LLC128,879$6.34M0.1%+5.6%0.004%
2/7/2024Iams Wealth Management LLC38,831$1.91M1.2%-7.6%0.001%
2/7/2024Mount Lucas Management LP48,512$2.39M0.7%N/A0.001%
2/7/2024Smithfield Trust Co5,828$0.29M0.0%-13.0%0.000%
2/7/2024First Western Trust Bank4,425$0.22M0.0%N/A0.000%
2/7/2024Hutchinson Capital Management CA100,865$4.97M1.1%-6.3%0.003%
2/7/2024Laraway Financial Advisors Inc4,426$0.22M0.2%N/A0.000%
2/7/2024Patton Albertson Miller Group LLC5,127$0.25M0.0%-5.1%0.000%
2/7/2024Arcadia Investment Management Corp MI1,000$49K0.0%-18.4%0.000%
2/7/2024Advantage Trust Co800$39K0.0%N/A0.000%
2/7/2024Summa Corp.8,700$0.43M0.3%N/A0.000%
2/7/2024Karpas Strategies LLC66,227$3.26M1.1%+0.5%0.002%
2/7/2024Van Leeuwen & Company LLC56,225$2.77M1.6%-33.0%0.002%
2/7/2024Nichols & Pratt Advisers LLP MA7,100$0.35M0.0%-15.5%0.000%
2/7/2024Foresight Global Investors Inc.19,020$0.94M0.5%-15.3%0.001%
2/7/2024Wealthspire Advisors LLC40,810$2.01M0.0%+165.7%0.001%
2/7/2024Catalyst Financial Partners LLC8,884$0.44M0.1%+7.2%0.000%
2/7/2024Pioneer Trust Bank N A OR5,900$0.29M0.1%-71.8%0.000%
2/7/2024Pinnacle Wealth Management Advisory Group LLC12,252$0.60M0.1%+2.0%0.000%
2/7/2024National Pension Service5,847,893$287.83M0.4%+2.0%0.161%
2/7/2024Blume Capital Management Inc.143,603$7.07M1.8%+0.2%0.004%
2/6/2024Cullen Frost Bankers Inc.63,103$3.11M0.0%-58.9%0.002%
2/6/2024Picton Mahoney Asset Management140,810$6.93M0.2%+1.3%0.004%
2/6/2024Hyman Charles D37,900$1.87M0.1%-4.9%0.001%
2/6/2024Everpar Advisors LLC18,167$0.89M0.4%N/A0.001%
2/6/2024Gryphon Financial Partners LLC26,467$1.25M0.2%+93.3%0.001%
2/6/2024Pacific Capital Wealth Advisors Inc.2,266$0.11M0.0%N/A0.000%
2/6/2024Cherry Tree Wealth Management LLC3,539$0.17M0.0%+13.9%0.000%
2/6/2024Patrick M Sweeney & Associates Inc.4,587$0.23M0.2%N/A0.000%
2/6/2024Blue Barn Wealth LLC8,865$0.44M0.3%-21.9%0.000%
2/6/2024Simmons Bank9,005$0.44M0.0%-36.6%0.000%
2/6/2024Charles Schwab Investment Management Inc.23,237,905$1.14B0.3%+2.3%0.640%
2/6/2024Welch & Forbes LLC68,032$3.35M0.1%-4.8%0.002%
(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, 2,187 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were Vanguard Group Inc. ($13.21B), Dodge & Cox ($4.50B), Price T Rowe Associates Inc. MD ($3.29B), Geode Capital Management LLC ($2.94B), Capital International Investors ($2.64B), Norges Bank ($2.05B), and State Farm Mutual Automobile Insurance Co. ($1.93B).Learn more on WFC's institutional investors.

What percentage of Wells Fargo & Company stock is owned by institutional investors?

72.47% 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 1,841 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 ($82.29M), Price T Rowe Associates Inc. MD ($34.81M), Capital World Investors ($31.31M), Moneta Group Investment Advisors LLC ($26.28M), Capital International Investors ($25.27M), Renaissance Technologies LLC ($15.13M), 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 453,182,815 shares in the last 24 months. This purchase volume represents approximately $19.57B in transactions.

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

Of the 1,508 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 ($17.48M), Altshuler Shaham Ltd ($12.82M), Renaissance Technologies LLC ($11.78M), Rothschild & Co Wealth Management UK Ltd ($10.84M), Capital World Investors ($10.23M), Vanguard Group Inc. ($10.16M), and Deutsche Bank AG ($9.04M).

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

Institutional investors have sold a total of 305,253,164 shares in the last 24 months. This volume of shares sold represents approximately $13.04B in transactions.


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This page (NYSE:WFC) was last updated on 2/8/2024 by MarketBeat.com Staff

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