Wells Fargo & Company (WFC) Institutional Ownership

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+0.81 (+1.39%)

(As of 06/18/2024 ET)

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Current Institutional Ownership Percentage: 75.90%
Number of Institutional Buyers (last 12 months): 1126
Total Institutional Inflows (last 12 months): $7.59B

Number of Institutional Sellers (last 12 months): 1032
Total Institutional Outflows (last 12 months): $6.87B

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WFC Institutional Buying and Selling by Quarter

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[Urgent] Protect your money before November

Those who listened to his warnings could have kept their money safe and even made substantial profits during each crisis. In fact, the Wall Street Journal reported that his work was more accurate … and more profitable than that of … Deutsche Bank … Merrill Lynch … JPMorgan Chase … Goldman Sachs … and every other firm reviewed.

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Wells Fargo & Company Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/13/2024	NBW Capital LLC	108,685	$6.30M	1.3%	-0.3%	0.003%
6/13/2024	IMS Capital Management	49,133	$2.85M	1.3%	-19.8%	0.001%
6/11/2024	American Trust	3,738	$217K	0.0%	N/A	0.000%
6/4/2024	DekaBank Deutsche Girozentrale	1,544,598	$88.45M	0.2%	+5.9%	0.044%
5/30/2024	Cambridge Trust Co.	14,620	$847K	0.0%	-2.6%	0.000%
5/29/2024	Soltis Investment Advisors LLC	22,253	$1.29M	0.1%	-1.5%	0.001%
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5/28/2024	Boston Partners	11,969,758	$694.70M	0.8%	-12.3%	0.343%
5/28/2024	Teachers Retirement System of The State of Kentucky	499,831	$28.97M	0.3%	-10.0%	0.014%
5/24/2024	Cetera Advisor Networks LLC	351,445	$20.37M	0.1%	+0.9%	0.010%
5/22/2024	Burney Co.	40,394	$2.34M	0.1%	-9.6%	0.001%
5/22/2024	Cedar Point Capital Partners LLC	3,564	$207K	0.2%	N/A	0.000%
5/21/2024	Atria Investments Inc	258,834	$15M	0.2%	+10.0%	0.007%
5/21/2024	Swedbank AB	757,835	$43.92M	0.1%	N/A	0.022%
5/21/2024	Sanibel Captiva Trust Company Inc.	11,778	$683K	0.0%	+2.9%	0.000%
5/21/2024	LRI Investments LLC	4,685	$272K	0.0%	N/A	0.000%
5/20/2024	Strategic Wealth Partners Ltd.	3,467	$201K	0.0%	N/A	0.000%
5/20/2024	Pacific Center for Financial Services	15,095	$875K	0.2%	-30.8%	0.000%
5/20/2024	Highlander Capital Management LLC	15,698	$910K	0.3%	+4.9%	0.000%
5/17/2024	Citizens Financial Group Inc. RI	19,730	$1.14M	0.0%	-3.2%	0.001%
5/17/2024	Rokos Capital Management LLP	2,620,868	$151.85M	0.8%	+141.6%	0.075%
5/17/2024	Lummis Asset Management LP	27,878	$1.62M	2.2%	-18.0%	0.001%
5/17/2024	New Covenant Trust Company N.A.	4,636	$269K	0.3%	N/A	0.000%
5/17/2024	Plato Investment Management Ltd	65,490	$3.80M	0.4%	+1,634.4%	0.002%
5/17/2024	Western Pacific Wealth Management LP	8,734	$506K	0.4%	+20.2%	0.000%
5/17/2024	WealthPlan Investment Management LLC	8,995	$521K	0.1%	-11.3%	0.000%
5/17/2024	KLCM Advisors Inc.	422,641	$24.50M	3.1%	-3.1%	0.012%
5/17/2024	LBP AM SA	48,634	$2.82M	0.1%	-68.0%	0.001%
5/17/2024	Beacon Capital Management LLC	1,316	$76K	0.0%	+18.2%	0.000%
5/17/2024	Semmax Financial Advisors Inc.	78,244	$4.82M	1.6%	-15.3%	0.002%
5/17/2024	Coppell Advisory Solutions Corp.	47,851	$2.77M	0.5%	N/A	0.001%
5/17/2024	Tidal Investments LLC	88,063	$5.10M	0.1%	+20.8%	0.003%
5/17/2024	DCM Advisors LLC	126,566	$7.34M	3.0%	-6.8%	0.004%
5/16/2024	California State Teachers Retirement System	5,893,570	$341.59M	0.4%	-0.2%	0.169%
5/16/2024	Slagle Financial LLC	44,862	$2.60M	1.4%	-67.6%	0.001%
5/16/2024	Meiji Yasuda Life Insurance Co	47,945	$2.78M	0.1%	+0.5%	0.001%
5/16/2024	Levin Capital Strategies L.P.	4,300	$249K	0.0%	-15.3%	0.000%
5/16/2024	B. Riley Wealth Advisors Inc.	67,346	$3.90M	0.1%	+22.7%	0.002%
5/16/2024	Ancora Advisors LLC	18,628	$1.08M	0.0%	-35.2%	0.001%
5/16/2024	Dynasty Wealth Management LLC	29,316	$1.70M	0.1%	N/A	0.001%
5/16/2024	Sweeney & Michel LLC	22,166	$1.37M	0.6%	N/A	0.001%
[Urgent] Protect your money before November (Ad) Those who listened to his warnings could have kept their money safe and even made substantial profits during each crisis. In fact, the Wall Street Journal reported that his work was more accurate … and more profitable than that of … Deutsche Bank … Merrill Lynch … JPMorgan Chase … Goldman Sachs … and every other firm reviewed. Click here to watch now.
5/16/2024	Interval Partners LP	160,779	$9.32M	0.3%	-32,255.8%	0.005%
5/16/2024	Janus Henderson Group PLC	479,726	$27.80M	0.0%	-15.7%	0.014%
5/16/2024	Black Maple Capital Management LP	14,000	$811K	0.5%	+174.5%	0.000%
5/16/2024	Waverly Advisors LLC	49,364	$2.86M	0.1%	+34.2%	0.001%
5/16/2024	Zurich Insurance Group Ltd FI	2,248,367	$130.32M	1.2%	+0.6%	0.064%
5/16/2024	Paloma Partners Management Co	45,724	$2.65M	0.1%	+79.3%	0.001%
5/15/2024	Ascent Group LLC	35,587	$2.06M	0.2%	+295.6%	0.001%
5/15/2024	SVB Wealth LLC	59,911	$3.47M	0.1%	-2.0%	0.002%
5/15/2024	QVR LLC	4,066	$236K	0.0%	N/A	0.000%
5/15/2024	Mount Yale Investment Advisors LLC	40,409	$2.34M	0.2%	-8.0%	0.001%
5/15/2024	Public Employees Retirement System of Ohio	1,762,168	$102.14M	0.4%	-8.3%	0.051%
5/15/2024	Public Employees Retirement Association of Colorado	515,746	$29.89M	0.1%	-5.1%	0.015%
5/15/2024	Kiltearn Partners LLP	345,499	$19.90M	1.8%	-64.6%	0.010%
5/15/2024	Kentucky Retirement Systems Insurance Trust Fund	118,765	$6.88M	0.5%	-8.2%	0.003%
5/15/2024	Kentucky Retirement Systems	273,308	$15.84M	0.5%	-5.9%	0.008%
5/15/2024	Price T Rowe Associates Inc. MD	59,298,893	$3.44B	0.4%	-16.8%	1.701%
5/15/2024	BOKF NA	154,214	$8.88M	0.2%	-6.0%	0.004%
5/15/2024	Steel Grove Capital Advisors LLC	7,402	$429K	0.0%	+51.0%	0.000%
5/15/2024	Lazard Asset Management LLC	8,157,073	$472.78M	0.6%	-3.1%	0.234%
5/15/2024	Epoch Investment Partners Inc.	2,075,094	$120.27M	0.5%	-0.5%	0.060%
5/15/2024	LRI Investments LLC	7,335	$449K	0.1%	N/A	0.000%
5/15/2024	1832 Asset Management L.P.	5,852,764	$339.23M	0.2%	+67.1%	0.168%
5/15/2024	Guardian Capital Advisors LP	67,022	$3.83M	0.4%	-6.3%	0.002%
5/15/2024	Cloverfields Capital Group LP	100,171	$5.81M	2.0%	+6.3%	0.003%
5/15/2024	Gabelli Funds LLC	1,024,775	$59.40M	0.4%	-3.2%	0.029%
5/15/2024	Gamco Investors INC. ET AL	898,244	$52.06M	0.5%	-4.0%	0.026%
5/15/2024	Stonebridge Capital Advisors LLC	54,173	$3.14M	0.3%	-3.1%	0.002%
5/14/2024	Canada Pension Plan Investment Board	5,131,320	$297.41M	0.3%	+38.1%	0.147%
5/14/2024	Westwood Holdings Group Inc.	1,597,527	$92.59M	0.7%	-9.0%	0.046%
5/14/2024	Capital World Investors	22,603,108	$1.31B	0.2%	-14.1%	0.648%
5/14/2024	Capital International Sarl	54,824	$3.18M	0.1%	+34.7%	0.002%
5/14/2024	Toronto Dominion Bank	2,866,083	$166.12M	0.3%	-12.0%	0.082%
5/14/2024	Capital International Inc. CA	241,502	$14.00M	0.2%	+11.7%	0.007%
5/14/2024	Capital International Investors	59,374,633	$3.44B	0.7%	-8.6%	1.703%
5/14/2024	Capital Group Private Client Services Inc.	1,051,910	$60.97M	0.6%	+9.2%	0.030%
5/14/2024	Atalanta Sosnoff Capital LLC	567,336	$32.88M	0.8%	+0.3%	0.016%
5/14/2024	Sheaff Brock Investment Advisors LLC	22,396	$1.30M	0.1%	-5.4%	0.001%
5/14/2024	Advisors Asset Management Inc.	41,715	$2.42M	0.0%	+8.9%	0.001%
5/14/2024	Axxcess Wealth Management LLC	72,567	$4.21M	0.1%	+10.9%	0.002%
5/14/2024	EP Wealth Advisors LLC	128,048	$7.42M	0.1%	-7.6%	0.004%
5/14/2024	Freestone Capital Holdings LLC	221,414	$12.83M	0.5%	+16.0%	0.006%
5/14/2024	CreativeOne Wealth LLC	9,278	$538K	0.0%	+96.7%	0.000%
5/14/2024	Delap Wealth Advisory LLC	23,218	$1.35M	0.5%	-37.9%	0.001%
5/14/2024	Fayez Sarofim & Co	11,938	$692K	0.0%	-4.0%	0.000%
5/14/2024	LGT Group Foundation	63,334	$3.67M	0.1%	-19.8%	0.002%
5/14/2024	Shell Asset Management Co.	35,422	$2.05M	0.1%	+35.7%	0.001%
5/14/2024	Payden & Rygel Investment Group	454,000	$26.31M	1.2%	N/A	0.013%
5/14/2024	Crewe Advisors LLC	5,211	$302K	0.0%	N/A	0.000%
5/14/2024	Elgethun Capital Management	91,640	$5.29M	1.3%	-0.2%	0.003%
5/14/2024	Front Street Capital Management Inc.	9,111	$528K	0.1%	-1.9%	0.000%
[Urgent] Protect your money before November (Ad) Those who listened to his warnings could have kept their money safe and even made substantial profits during each crisis. In fact, the Wall Street Journal reported that his work was more accurate … and more profitable than that of … Deutsche Bank … Merrill Lynch … JPMorgan Chase … Goldman Sachs … and every other firm reviewed. Click here to watch now.
5/14/2024	MQS Management LLC	6,200	$359K	0.2%	N/A	0.000%
5/14/2024	Natixis	261,529	$15.16M	0.1%	-84.3%	0.008%
5/14/2024	InterOcean Capital Group LLC	50,299	$2.92M	0.1%	-6.1%	0.001%
5/14/2024	Pitcairn Co.	41,891	$2.43M	0.2%	-10.2%	0.001%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	1,679,000	$97.32M	0.3%	+76.9%	0.048%
5/14/2024	CANADA LIFE ASSURANCE Co	1,504,570	$87.27M	0.2%	-2.6%	0.043%
5/14/2024	Round Hill Asset Management	41,547	$2.41M	1.5%	-0.6%	0.001%
5/14/2024	Oxford Financial Group LTD. LLC	5,115	$296K	0.0%	+7.4%	0.000%
5/14/2024	American International Group Inc.	911,525	$52.83M	0.2%	-1.2%	0.026%
5/14/2024	Vaughan David Investments LLC IL	4,845	$281K	0.0%	-5.8%	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, 2,103 institutional investors and hedge funds held shares of Wells Fargo & Company. The most heavily invested institutionals were Vanguard Group Inc. ($18.41B), Quilter Plc ($18.27B), Dodge & Cox ($4.50B), Capital International Investors ($3.44B), Price T Rowe Associates Inc. MD ($3.44B), 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 1,712 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), Renaissance Technologies LLC ($6.74M), Artemis Investment Management LLP ($6.26M), LSV Asset Management ($5.67M), and Altshuler Shaham Ltd ($5.53M).

How much institutional buying is happening at Wells Fargo & Company?: Institutional investors have bought a total of 314,499,970 shares in the last 24 months. This purchase volume represents approximately $13.70B in transactions.
Which Wells Fargo & Company major shareholders have been selling company stock?: Of the 1,418 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 ($34.29M), Capital World Investors ($13.95M), Altshuler Shaham Ltd ($12.82M), Vanguard Group Inc. ($11.40M), Capital International Investors ($9.57M), Rothschild & Co Wealth Management UK Ltd ($7.18M), and Boston Partners ($6.78M).
How much institutional selling is happening at Wells Fargo & Company?: Institutional investors have sold a total of 260,869,299 shares in the last 24 months. This volume of shares sold represents approximately $11.58B in transactions.