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Wells Fargo & Company (WFC) Institutional Ownership

$49.22
-0.26 (-0.53%)
(As of 12/29/2023 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)
1191
Total
Institutional Inflows
(last 12 months)
$9.38 B
Number of
Institutional Sellers
(last 12 months)
1077
Total
Institutional Outflows
(last 12 months)
$5.82 B
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Skip Chart & View Institutional Buying and Selling Data

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
12/27/2023RNC Capital Management LLC21,698$0.89M0.1%-5.8%0.001%
12/18/2023CoreFirst Bank & Trust13,016$0.53M0.4%+32.1%0.000%
12/18/2023Vanguard Group Inc.323,187,751$13.21B0.3%-2.2%8.899%
12/13/2023Teachers Retirement System of The State of Kentucky620,214$25.34M0.3%-4.1%0.017%
12/11/2023Headinvest LLC2,985$0.12M0.0%N/A0.000%
12/11/2023Wesbanco Bank Inc.42,876$1.75M0.1%-1.5%0.001%
12/8/2023Raleigh Capital Management Inc.5,855$0.24M0.1%+5.5%0.000%
12/7/2023Hudson Bay Capital Management LP436,500$17.84M0.1%+134.0%0.012%
12/6/2023Raleigh Capital Management Inc.5,855$0.24M0.1%+5.5%0.000%
12/6/2023Fragasso Group Inc.19,791$0.81M0.1%-58.7%0.001%
12/4/2023Phoenix Holdings Ltd.44,248$1.84M0.0%-65.2%0.001%
12/1/2023B. Riley Wealth Advisors Inc.67,346$2.75M0.1%-14.3%0.002%
12/1/2023Fortis Group Advisors LLC620$25K0.0%N/A0.000%
11/28/2023ASB Consultores LLC6,476$0.27M0.1%-34.3%0.000%
11/27/2023Trust Co. of Vermont11,662$0.48M0.0%+3.9%0.000%
11/27/2023Banque Pictet & Cie SA1,396,582$57.06M0.7%-3.5%0.038%
11/24/2023Deutsche Bank AG6,140,151$250.89M0.2%-22.4%0.169%
11/24/2023EP Wealth Advisors LLC140,095$5.72M0.1%+1,193.1%0.004%
11/22/2023Polar Capital Holdings Plc351,721$14.37M0.1%-0.5%0.010%
11/22/2023Public Sector Pension Investment Board1,348,284$55.09M0.4%+1.7%0.037%
11/22/2023Connors Investor Services Inc.246,060$10.05M1.2%-9.7%0.007%
11/21/2023Auxier Asset Management37,477$1.53M0.3%-1.5%0.001%
11/21/2023Braun Stacey Associates Inc.370,328$15.13M0.7%+3.8%0.010%
11/21/2023Carlson Capital Management33,433$1.37M0.1%+1.4%0.001%
11/17/2023Diversified Trust Co28,931$1.18M0.0%-11.4%0.001%
11/17/2023OLD National Bancorp IN534,892$21.86M0.6%-2.6%0.015%
11/16/2023Resources Management Corp CT ADV30,000$1.23M0.2%-2.1%0.001%
11/16/2023Integrated Advisors Network LLC26,534$1.08M0.1%-3.3%0.001%
11/16/2023Harbour Investments Inc.23,797$0.97M0.0%+11.4%0.001%
11/16/2023Belpointe Asset Management LLC12,753$0.52M0.1%+43.1%0.000%
11/16/2023Public Employees Retirement System of Ohio1,916,777$78.32M0.3%-7.2%0.053%
11/16/2023Moneta Group Investment Advisors LLC23,295$0.95M0.0%-2.8%0.001%
11/16/2023Studio Investment Management LLC10,246$0.42M0.1%+92.4%0.000%
11/16/2023Pacific Center for Financial Services21,832$0.89M0.3%-5.5%0.001%
11/16/2023Advisors Capital Management LLC736,316$30.09M0.8%+8.4%0.020%
11/16/2023Essex Financial Services Inc.26,274$1.07M0.1%+47.7%0.001%
11/16/2023Penserra Capital Management LLC25,812$1.05M0.0%-12.9%0.001%
11/15/2023Stonebridge Capital Advisors LLC55,982$2.29M0.3%-1.2%0.002%
11/15/2023Integrated Wealth Concepts LLC108,733$4.44M0.1%+0.4%0.003%
11/15/2023Holderness Investments Co.25,595$1.05M0.4%-3.2%0.001%
11/15/2023Townsquare Capital LLC396,059$16.18M0.3%+44.0%0.011%
11/15/2023Ramirez Asset Management Inc.1,244$51K0.0%N/A0.000%
11/15/2023WealthPlan Investment Management LLC29,035$1.19M0.1%+3,002.0%0.001%
11/15/2023Mercer Global Advisors Inc. ADV276,986$11.32M0.0%+5.3%0.008%
11/15/2023Toroso Investments LLC67,172$2.75M0.1%+18.1%0.002%
11/15/2023Dana Investment Advisors Inc.416,286$17.01M0.9%+9.0%0.011%
11/15/2023Crestwood Advisors Group LLC40,792$1.67M0.0%-7.1%0.001%
11/15/2023Old North State Trust LLC8,607$0.35M0.3%-5.2%0.000%
11/15/2023Hall Private Wealth Advisors9,700$0.40M0.3%N/A0.000%
11/15/2023Royal London Asset Management Ltd.1,521,036$62.16M0.2%+2.8%0.042%
11/15/2023RWWM Inc.2,345,946$95.86M12.9%-0.6%0.065%
11/15/2023Round Hill Asset Management41,962$1.72M1.1%-4.3%0.001%
11/15/2023Schroder Investment Management Group2,372,996$96.96M0.1%+0.3%0.065%
11/15/2023Seven Eight Capital LP42,368$1.73M0.2%N/A0.001%
11/15/2023JT Stratford LLC14,539$0.59M0.2%+2.3%0.000%
11/15/2023Kerrisdale Advisers LLC72,621$2.97M0.9%-18.2%0.002%
11/15/2023Lake Street Advisors Group LLC23,562$0.96M0.1%+6.0%0.001%
11/15/2023Lowe Brockenbrough & Co. Inc.57,497$2.35M0.2%-6.5%0.002%
11/15/2023Legal & General Group Plc19,522,018$797.67M0.3%-6.5%0.538%
11/15/2023Edgar Lomax Co. VA148,547$6.07M0.4%-1.6%0.004%
11/15/2023Eubel Brady & Suttman Asset Management Inc.430,773$17.60M2.6%+0.8%0.012%
11/15/2023Adage Capital Partners GP L.L.C.3,637,796$148.64M0.3%-2.7%0.100%
11/15/2023Alerus Financial NA190,529$7.79M0.7%-5.2%0.005%
11/15/2023Alps Advisors Inc.23,743$0.97M0.0%+76.8%0.001%
11/15/2023AXQ Capital LP47,000$1.92M0.7%N/A0.001%
11/15/2023Axxcess Wealth Management LLC53,427$2.18M0.1%+336.3%0.001%
11/15/2023Advisors Asset Management Inc.34,132$1.40M0.0%-3.6%0.001%
11/15/2023Shelton Capital Management94,325$3.85M0.1%+46.2%0.003%
11/15/2023First National Bank of Omaha107,659$4.40M0.3%-9.5%0.003%
11/15/2023Becker Capital Management Inc.15,178$0.62M0.0%+7.3%0.000%
11/15/2023Royal Capital Wealth Management LLC9,646$0.39M0.4%-2.7%0.000%
11/15/2023AQR Capital Management LLC358,464$14.65M0.0%+6.7%0.010%
11/15/2023Insigneo Advisory Services LLC28,886$1.18M0.2%+22.6%0.001%
11/14/2023Quadrature Capital Ltd93,811$3.83M0.1%-2.0%0.003%
11/14/2023Gallagher Fiduciary Advisors LLC18,263$0.75M0.1%-13.6%0.001%
11/14/2023Hodges Capital Management Inc.11,900$0.49M0.1%N/A0.000%
11/14/2023Jones Financial Companies Lllp11,257$0.46M0.0%-26.1%0.000%
11/14/2023United Services Automobile Association97,906$4M0.1%+13.7%0.003%
11/14/2023Waverly Advisors LLC16,071$0.66M0.0%+1.8%0.000%
11/14/2023Caisse DE Depot ET Placement DU Quebec292,100$11.94M0.0%-28.1%0.008%
11/14/2023Schonfeld Strategic Advisors LLC327,893$13.40M0.1%-7.6%0.009%
11/14/2023Rehmann Capital Advisory Group29,179$1.19M0.1%+4.5%0.001%
11/14/2023Gotham Asset Management LLC18,952$0.77M0.0%-24.3%0.001%
11/14/2023Ironwood Investment Counsel LLC25,339$1.04M0.2%-13.3%0.001%
11/14/2023Sherbrooke Park Advisers LLC9,853$0.40M0.1%N/A0.000%
11/14/2023Teza Capital Management LLC41,009$1.68M0.2%N/A0.001%
11/14/2023Morningstar Investment Services LLC1,882,093$77M1.0%+1.6%0.052%
11/14/2023California State Teachers Retirement System5,880,038$240.26M0.4%-6.1%0.162%
11/14/2023Toronto Dominion Bank3,283,375$134.16M0.2%+0.5%0.090%
11/14/2023Sittner & Nelson LLC18,159$0.74M0.4%+2.8%0.001%
11/14/2023Synovus Financial Corp121,937$4.98M0.1%+61.7%0.003%
11/14/2023Sterneck Capital Management LLC30,218$1.24M0.8%-6.5%0.001%
11/14/2023Treasurer of the State of North Carolina1,660,130$67.83M0.4%-2.5%0.046%
11/14/2023Valley National Advisers Inc.24,443$1M0.2%-3.5%0.001%
11/14/2023Vinva Investment Management Ltd107,916$4.42M0.4%+3.3%0.003%
11/14/2023Westover Capital Advisors LLC5,047$0.21M0.1%N/A0.000%
11/14/2023Mather Group LLC.19,105$0.78M0.0%+18.9%0.001%
11/14/2023Meeder Advisory Services Inc.41,543$1.70M0.2%+1.1%0.001%
11/14/2023Mutual Advisors LLC17,429$0.71M0.0%-13.9%0.000%
11/14/2023O Shaughnessy Asset Management LLC361,391$14.77M0.2%-57.5%0.010%
(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, 2,150 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 1,793 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 449,082,727 shares in the last 24 months. This purchase volume represents approximately $19.35B in transactions.

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

Of the 1,496 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 ($10.87M), 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 305,935,741 shares in the last 24 months. This volume of shares sold represents approximately $13.06B in transactions.


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This page (NYSE:WFC) was last updated on 12/31/2023 by MarketBeat.com Staff

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