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S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Strange change at your bank (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The Ultimate Passive Income Play (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Recession risks are fading, business economists say, but political tensions pose threat to economy
The perfect AI stock under $10 (Ad)
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Biden's campaign joins TikTok, even as administration warns of national security concerns with app
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Strange change at your bank (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The Ultimate Passive Income Play (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Recession risks are fading, business economists say, but political tensions pose threat to economy
The perfect AI stock under $10 (Ad)
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Biden's campaign joins TikTok, even as administration warns of national security concerns with app
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Strange change at your bank (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The Ultimate Passive Income Play (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Recession risks are fading, business economists say, but political tensions pose threat to economy
The perfect AI stock under $10 (Ad)
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Biden's campaign joins TikTok, even as administration warns of national security concerns with app

Wells Fargo & Company (WFC) Institutional Ownership

$48.06
-0.29 (-0.60%)
(As of 02/9/2024 08:57 PM 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)
1208
Total
Institutional Inflows
(last 12 months)
$11.94 B
Number of
Institutional Sellers
(last 12 months)
1078
Total
Institutional Outflows
(last 12 months)
$6.09 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
2/10/2024Linscomb & Williams Inc.9,464$0.47M0.0%+8.2%0.000%
2/9/2024Intech Investment Management LLC212,651$10.47M0.2%-68.3%0.006%
2/9/2024Primecap Management Co. CA42,829,870$2.11B1.7%-2.0%1.179%
2/9/2024Johnson Financial Group Inc.38,342$1.89M0.1%+14.7%0.001%
2/9/2024Founders Financial Alliance LLC7,190$0.35M0.1%-4.3%0.000%
2/9/2024Nomura Asset Management Co. Ltd.1,249,285$61.49M0.3%-6.6%0.034%
2/9/2024Skopos Labs Inc.20,949$1.03M0.5%N/A0.001%
2/9/2024Eagle Global Advisors LLC188,712$9.29M0.6%-2.0%0.005%
2/9/2024Hoylecohen LLC28,469$1.40M0.1%+5.8%0.001%
2/9/2024HCR Wealth Advisors11,396$0.56M0.1%+11.9%0.000%
2/9/2024ProVise Management Group LLC337,317$16.60M1.4%+1.5%0.009%
2/9/2024Orion Portfolio Solutions LLC128,739$6.43M0.1%+9.6%0.004%
2/9/2024TBH Global Asset Management LLC5,360$0.26M0.1%N/A0.000%
2/9/2024Team Hewins LLC17,727$0.87M0.1%N/A0.000%
2/9/2024Avantax Planning Partners Inc.12,870$0.63M0.0%-41.0%0.000%
2/9/2024TCW Group Inc.444,813$21.91M0.2%+22.2%0.012%
2/9/2024SageView Advisory Group LLC18,164$0.93M0.0%+169.1%0.001%
2/9/2024AXS Investments LLC5,929$0.29M0.1%-10.6%0.000%
2/9/2024Commerce Bank187,532$9.23M0.1%-0.9%0.005%
2/9/2024Allstate Corp12,612$0.62M0.0%-2.5%0.000%
2/9/2024Pacifica Capital Investments LLC8,335$0.41M0.1%-5.7%0.000%
2/9/2024Banco de Sabadell S.A1,694$84K0.1%-38.3%0.000%
2/9/2024Annis Gardner Whiting Capital Advisors LLC20,289$1M0.4%+12.0%0.001%
2/9/2024Frazier Financial Advisors LLC1,465$72K0.1%N/A0.000%
2/9/2024Beaton Management Co. Inc.10,400$0.51M0.3%-5.9%0.000%
2/9/2024Sand Hill Global Advisors LLC7,356$0.36M0.0%+9.5%0.000%
2/9/2024Delta Asset Management LLC TN466,075$22.94M2.2%-1.7%0.013%
2/9/2024Richwood Investment Advisors LLC13,617$0.67M0.6%-5.7%0.000%
2/9/2024Tillman Hartley LLC4,147$0.20M0.1%N/A0.000%
2/9/2024Pzena Investment Management LLC17,971,719$884.57M3.3%-1.6%0.495%
2/9/2024Affinity Investment Advisors LLC21,851$1.08M0.7%-7.3%0.001%
2/9/2024King Luther Capital Management Corp107,365$5.29M0.0%-0.6%0.003%
2/9/2024InterOcean Capital Group LLC53,548$2.64M0.1%-16.6%0.001%
2/9/2024Edgar Lomax Co. VA142,672$7.02M0.5%-4.0%0.004%
2/9/2024Cassaday & Co Wealth Management LLC5,645$0.28M0.0%+4.1%0.000%
2/9/2024Seven Mile Advisory5,870$0.29M0.3%-5.4%0.000%
2/9/2024Dai ichi Life Insurance Company Ltd123,399$6.07M0.1%+17.5%0.003%
2/9/2024Journey Strategic Wealth LLC7,193$0.35M0.0%N/A0.000%
2/9/2024Aigen Investment Management LP13,131$0.65M0.1%-72.1%0.000%
2/9/2024Western Pacific Wealth Management LP7,267$0.36M0.3%+8.9%0.000%
2/9/2024Bard Financial Services Inc.119,360$5.88M0.7%+5.8%0.003%
2/9/2024Brandes Investment Partners LP4,206,536$207.05M3.1%+10.1%0.116%
2/9/2024Assetmark Inc.336,533$16.56M0.1%+7.2%0.009%
2/9/2024CreativeOne Wealth LLC4,718$0.23M0.0%N/A0.000%
2/9/2024GW&K Investment Management LLC317,871$15.65M0.1%-2.5%0.009%
2/9/2024Quest Partners LLC30,497$1.50M0.3%N/A0.001%
2/9/2024Trexquant Investment LP139,690$6.88M0.2%N/A0.004%
2/9/2024Sachetta LLC4,654$0.23M0.1%N/A0.000%
2/9/2024Clearbridge Investments LLC3,942,281$194.04M0.2%+3.3%0.109%
2/9/2024Balentine LLC19,787$0.97M0.0%+91.4%0.001%
2/9/2024Associated Banc Corp50,607$2.49M0.1%+7.2%0.001%
2/9/2024Thoroughbred Financial Services LLC41,265$2.03M0.2%+9.6%0.001%
2/9/2024Coldstream Capital Management Inc.31,799$1.57M0.0%-0.7%0.001%
2/9/2024Gladstone Institutional Advisory LLC8,788$0.43M0.0%-3.2%0.000%
2/9/2024Cornerstone Advisors LLC203,700$10.03M0.4%-7.8%0.006%
2/9/2024BI Asset Management Fondsmaeglerselskab A S19,367$0.95M0.0%-34.5%0.001%
2/9/2024Norges Bank53,292,249$2.62B0.5%N/A1.467%
2/8/2024Prestige Wealth Management Group LLC12,645$0.62M0.1%+11.1%0.000%
2/8/2024Kentucky Retirement Systems Insurance Trust Fund129,380$6.37M0.4%+2.8%0.004%
2/8/2024Kentucky Retirement Systems290,570$14.30M0.4%+3.1%0.008%
2/8/2024Main Street Financial Solutions LLC7,127$0.35M0.0%-5.1%0.000%
2/8/2024AMG National Trust Bank15,803$0.78M0.0%+4.5%0.000%
2/8/2024Brown Advisory Inc.245,515$12.08M0.0%-0.9%0.007%
2/8/2024Robeco Institutional Asset Management B.V.174,832$8.61M0.0%-26.1%0.005%
2/8/2024Securian Asset Management Inc.230,004$11.32M0.3%-12.4%0.006%
2/8/2024Hayek Kallen Investment Management4,860$0.24M0.1%N/A0.000%
2/8/2024NorthRock Partners LLC33,231$1.64M0.2%+6.5%0.001%
2/8/2024Great Lakes Advisors LLC2,338,900$115.12M1.1%-21.4%0.064%
2/8/2024First National Advisers LLC38,832$1.91M0.6%+58.2%0.001%
2/8/2024Atlantic Edge Private Wealth Management LLC682$34K0.0%N/A0.000%
2/8/2024Equity Investment Corp2,566,472$126.32M3.6%-0.9%0.071%
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%
(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, 2,172 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 ($2.62B), and Primecap Management Co. CA ($2.11B).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 1,827 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 ($135.58M), 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 ($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 499,531,354 shares in the last 24 months. This purchase volume represents approximately $21.86B in transactions.

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

Of the 1,492 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 294,585,009 shares in the last 24 months. This volume of shares sold represents approximately $12.53B in transactions.


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This page (NYSE:WFC) was last updated on 2/12/2024 by MarketBeat.com Staff

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