Wells Fargo & Company Ownership | Who Owns Wells Fargo & Company?
Wells Fargo & Company Ownership Summary
Wells Fargo & Company is owned by 73.31% institutional investors, 0.08% insiders, and 26.61% retail investors. Vanguard group is the largest institutional shareholder, holding 8.73% of WFC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.23% of its assets in Wells Fargo & Company shares.
WFC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Wells Fargo & Company | 73.31% | 0.08% | 26.61% |
Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
Industry | Diversified Banks Stocks | 38.46% | 1.12% | 60.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 310.73M | 8.73% | $18.45B |
Blackrock | 253.97M | 7.13% | $15.08B |
Fmr | 189.08M | 5.31% | $11.23B |
State street | 143.15M | 4.02% | $8.50B |
Jpmorgan chase | 115.54M | 3.25% | $6.86B |
Dodge & cox | 92.28M | 2.59% | $5.48B |
Wellington management group llp | 71.84M | 2.02% | $4.27B |
Geode capital management | 71.50M | 2.01% | $4.24B |
Capital investors | 55.69M | 1.56% | $3.31B |
Price t rowe associates inc /md/ | 45.90M | 1.29% | $2.73B |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Latash investments | 1.68M | 80.87% | $99.84M |
Daily journal | 1.41M | 46.05% | $83.92M |
American assets | 1.60M | 34.94% | $95.06M |
Mount capital | 765.58K | 18.22% | $45.47M |
Rwwm | 2.19M | 14.15% | $130.31M |
Black cypress capital management | 166.05K | 9.41% | $9.86M |
Wilsey asset management | 592.64K | 7.39% | $35.20M |
Harbor island capital | 279.96K | 7.16% | $16.63M |
Lountzis asset management | 252.23K | 7.00% | $14.98M |
Teewinot capital advisers | 1.14M | 6.67% | $67.65M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 45.04M | 0.40% | 45.04M |
Wellington management group llp | 71.84M | 0.76% | 11.66M |
Amundi | 11.52M | 0.27% | 6.14M |
Ubs asset management americas | 20.86M | 0.36% | 3.76M |
Citadel advisors | 3.49M | 0.04% | 3.06M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Sanders capital | 150.50K | 0.01% | -24.90M |
Dodge & cox | 92.28M | 3.29% | -22.90M |
Price t rowe associates inc /md/ | 45.90M | 0.33% | -13.40M |
Eagle capital management | 11.83M | 2.61% | -8.87M |
Capital world investors | 13.83M | 0.13% | -8.77M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 45.04M | 0.40% | 45.04M | $2.67B |
Capital research global investors | 1.56M | 0.02% | 1.56M | $92.79M |
Two sigma investments, lp | 1.24M | 0.17% | 1.24M | $73.53M |
Corebridge financial | 863.98K | 0.28% | 863.98K | $51.31M |
Two sigma advisers, lp | 717.10K | 0.10% | 717.10K | $42.59M |
Sold Out
Holder | Change |
---|---|
Financial gravity asset management | -4.00 |
Td capital management | -12.00 |
Ruedi wealth management | -26.00 |
Fairway wealth | -27.00 |
Chris bulman | -34.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 2,291 | -1.12% | 2,481,329,246 | -3.64% | 73 | 1.40% | 930 | -3.73% | 900 | -1.75% |
Jun 30, 2024 | 2,279 | 0.71% | 2,573,210,506 | -2.02% | 72 | 1.33% | 950 | 1.71% | 903 | -4.55% |
Mar 31, 2024 | 2,263 | 2.12% | 2,626,277,770 | -3.19% | 73 | 1.31% | 934 | -3.61% | 946 | 7.26% |
Dec 31, 2023 | 2,216 | 8.57% | 2,712,783,921 | 3.65% | 74 | 1.46% | 969 | 18.90% | 882 | 7.04% |
Sep 30, 2023 | 2,041 | -1.50% | 2,617,286,997 | -3.34% | 71 | 1.34% | 815 | 1.75% | 824 | -7.31% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 107.45M | 3.23% | -376.74K |
Vanguard Institutional 500 Index Trust | 90.22M | 2.71% | 1.05M |
Dodge & Cox Stock I | 62.66M | 1.84% | -2.68M |
Fidelity 500 Index | 41.84M | 1.26% | -1.11M |
SPDR® S&P 500® ETF Trust | 41.78M | 1.25% | -232.46K |
iShares Core S&P 500 ETF | 38.41M | 1.15% | 118.83K |
Vanguard Wellington™ Inv | 31.96M | 0.96% | 4.79M |
UBS Tax-Opt Digital Transformation theme | 30.75M | 0.90% | 30.75M |
UBS HV Tax-Opt Global Selections - Agg | 30.75M | 0.90% | 30.75M |
Vanguard Value Index Inv | 28.86M | 0.87% | 73.25K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Oct 16, 2024 | Williams Ather III | Sr. Executive Vice President | Sell | $3.82M |
Oct 14, 2024 | Van Beurden Saul | Sr. Executive Vice President | Sell | $2.17M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 2 |
2024 Q3 | - | - |
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | 1 | - |
WFC Ownership FAQ
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