Wells Fargo Ownership | Who Owns Wells Fargo?
Wells Fargo Ownership Summary
Wells Fargo is owned by 67.58% institutional investors, 0.21% insiders, and 32.21% retail investors. Vanguard group is the largest institutional shareholder, holding 8.81% of WFC shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.31% of its assets in Wells Fargo shares.
WFC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Wells Fargo | 67.58% | 0.21% | 32.21% |
Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
Industry | Diversified Banks Stocks | 29.77% | 0.99% | 69.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 301.88M | 8.81% | $21.20B |
Blackrock funding, inc. /de | 256.99M | 7.50% | $18.05B |
Blackrock | 253.97M | 7.13% | $15.08B |
Fmr | 203.05M | 5.93% | $14.26B |
Jpmorgan chase | 141.98M | 4.14% | $9.97B |
State street | 143.15M | 4.02% | $8.50B |
Wellington management group llp | 87.31M | 2.55% | $6.13B |
Geode capital management | 71.29M | 2.08% | $5.00B |
Dodge & cox | 70.45M | 2.06% | $4.95B |
Norges bank | 47.92M | 1.40% | $3.37B |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Latash investments | 1.56M | 85.24% | $109.23M |
Daily journal | 1.41M | 46.05% | $83.92M |
American assets | 1.60M | 34.46% | $112.43M |
Wela strategies | 100.97K | 25.62% | $59.44M |
Mount capital | 632.18K | 15.75% | $44.40M |
Theleme partners llp | 2.66M | 12.54% | $187.05M |
Rwwm | 1.90M | 12.18% | $133.30M |
Black cypress capital management | 159.37K | 9.70% | $11.19M |
Verde servicos internacionais | 310.18K | 9.38% | $21.79M |
Wilsey asset management | 599.75K | 7.81% | $42.13M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 47.92M | 0.44% | 47.92M |
Capital research global investors | 15.73M | 0.23% | 14.21M |
Jpmorgan chase | 141.98M | 0.74% | 13.77M |
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 14.22M | 1.01% | 13.41M |
Fmr | 203.05M | 0.85% | 7.11M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Arrowstreet capital, limited partnership | 5.01M | 0.28% | -20.04M |
Dodge & cox | 70.45M | 2.88% | -16.50M |
Davis selected advisers | 15.35M | 5.30% | -8.15M |
Apg asset management | - | - | -7.05M |
Harris associates l p | 14.49M | 1.34% | -6.63M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 47.92M | 0.44% | 47.92M | $3.37B |
Raymond james financial | 3.99M | 0.10% | 3.99M | $280.22M |
Maverick capital | 2.13M | 2.70% | 2.13M | $149.84M |
Artisan partners limited partnership | 1.67M | 0.18% | 1.67M | $117.03M |
Junto capital management lp | 943.15K | 1.28% | 943.15K | $66.25M |
Sold Out
Holder | Change |
---|---|
Bare financial services | -3.00 |
Financial gravity asset management | -4.00 |
Sugar maple asset management | -5.00 |
Ruedi wealth management | -26.00 |
Fairway wealth | -27.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 2,375 | 2.24% | 2,315,209,940 | -6.81% | 67 | 1.25% | 1,111 | 17.82% | 854 | -6.56% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard US Total Market Shares ETF | 107.83M | 3.31% | -2.61M |
Vanguard Total Stock Mkt Idx Inv | 105.02M | 3.19% | 359.80K |
Vanguard Institutional 500 Index Trust | 92.34M | 2.81% | 629.92K |
Dodge & Cox Stock I | 51.31M | 1.56% | -11.35M |
Fidelity 500 Index | 41.70M | 1.28% | 185.69K |
SPDR® S&P 500 ETF | 40.91M | 1.25% | -1.12M |
iShares Core S&P 500 ETF | 40.12M | 1.23% | 116.22K |
SPDR® S&P 500® ETF Trust | 39.83M | 1.22% | -208.76K |
SPDR® S&P 500® ETF | 39.37M | 1.21% | -661.09K |
Vanguard Wellington™ Inv | 32.43M | 0.99% | 469.58K |
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 |
---|---|---|
2025 Q2 | - | - |
2025 Q1 | - | - |
2024 Q4 | - | 2 |
2024 Q3 | - | - |
2024 Q2 | - | - |
WFC Ownership FAQ
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