Wells Fargo Ownership 2024 | Who Owns Wells Fargo Now?
Institutional Ownership
72.04%
Insider Ownership
0.08%
Retail Ownership
27.89%
Institutional Holders
2.24K
Wells Fargo Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.73% | 0.35% | 310,728,134 | -6,960,432 | -2.19% | 18,454,143,880 | Jun 30, 2024 |
| BLACKROCK INC. | 7.13% | 0.34% | 253,970,381 | -5,439,005 | -2.10% | 15,083,300,913 | Jun 30, 2024 |
| FMR LLC | 5.31% | 0.72% | 189,083,392 | 2,292,084 | 1.23% | 11,229,662,633 | Jun 30, 2024 |
| STATE STREET CORP | 4.02% | 0.37% | 143,150,029 | -3,488,303 | -2.38% | 8,501,680,222,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.25% | 0.56% | 115,539,588 | 1,690,572 | 1.48% | 6,861,896,456 | Jun 30, 2024 |
| DODGE & COX | 2.59% | 3.29% | 92,277,487 | -22,898,565 | -19.88% | 5,480,359,966 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.02% | 0.76% | 71,836,965 | 11,660,483 | 19.38% | 4,266,397,353 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.01% | 0.37% | 71,496,873 | -252,161 | -0.35% | 4,236,790,724 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.56% | 0.68% | 55,693,277 | -3,681,356 | -6.20% | 3,306,496,216 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.29% | 0.33% | 45,899,607 | -13,399,286 | -22.60% | 2,725,979,000 | Jun 30, 2024 |
| NORGES BANK | 1.27% | 0.40% | 45,037,587 | 45,037,587 | 100.00% | 2,674,782,292 | Jun 30, 2024 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 1.25% | 2.38% | 44,349,138 | -1,025,904 | -2.26% | 2,633,895,306 | Jun 30, 2024 |
| MORGAN STANLEY | 1.15% | 0.19% | 40,982,975 | 1,464,330 | 3.71% | 2,433,979,061 | Jun 30, 2024 |
| INVESCO LTD. | 1.07% | 0.48% | 38,003,510 | -1,977,714 | -4.95% | 2,257,028,469 | Jun 30, 2024 |
| PRIMECAP MANAGEMENT CO/CA/ | 1.04% | 1.60% | 37,202,871 | -5,216,519 | -12.30% | 2,209,478,509 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.01% | 0.58% | 35,869,641 | -1,639,034 | -4.37% | 2,130,280,201 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.92% | 0.33% | 32,760,294 | -542,824 | -1.63% | 1,945,633,860,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.85% | 1.58% | 30,232,288 | -780,083 | -2.52% | 1,795,496,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.82% | 0.51% | 29,239,351 | -519,119 | -1.74% | 1,736,525,026 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.68% | 0.32% | 24,202,322 | -874,341 | -3.49% | 1,437,375,232 | Jun 30, 2024 |
Wells Fargo's largest institutional shareholder is VANGUARD GROUP INC, holding 8.73% of the company's total share outstanding, currently valued at $18.45B. The top 10 institutional shareholders own together 37.91% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LATASH INVESTMENTS, LLC | 0.05% | 80.87% | 1,681,165 | -325,013 | -16.20% | 99,844,389 | Jun 30, 2024 |
| AMERICAN ASSETS INC | 0.04% | 34.94% | 1,600,626 | - | - | 95,061,178 | Jun 30, 2024 |
| MOUNT CAPITAL LTD | 0.02% | 18.22% | 765,576 | - | - | 45,467,559 | Jun 30, 2024 |
| RWWM, INC. | 0.06% | 14.15% | 2,194,541 | -33,609 | -1.51% | 130,307,124 | Jun 30, 2024 |
| THELEME PARTNERS LLP | 0.13% | 13.25% | 4,651,610 | -1,255,000 | -21.25% | 276,259,118 | Jun 30, 2024 |
| BLACK CYPRESS CAPITAL MANAGEMENT, LLC | 0.00% | 9.41% | 166,051 | -32,564 | -16.40% | 9,861,776 | Jun 30, 2024 |
| WILSEY ASSET MANAGEMENT INC | 0.02% | 7.39% | 592,637 | -8,270 | -1.38% | 35,196,738 | Jun 30, 2024 |
| HARBOR ISLAND CAPITAL LLC | 0.01% | 7.16% | 279,964 | - | - | 16,627,062 | Jun 30, 2024 |
| LOUNTZIS ASSET MANAGEMENT, LLC | 0.01% | 7.00% | 252,233 | -338 | -0.13% | 14,980,118 | Jun 30, 2024 |
| TEEWINOT CAPITAL ADVISERS, L.L.C. | 0.03% | 6.67% | 1,139,084 | 604,197 | 112.96% | 67,650,199 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 0.06% | 6.05% | 2,200,000 | -100,000 | -4.35% | 130,658,000 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.00% | 5.68% | 123,033 | -5,800 | -4.50% | 7,306,930 | Jun 30, 2024 |
| HST VENTURES, LLC | 0.01% | 5.58% | 207,927 | 207,927 | 100.00% | 12,348,785 | Jun 30, 2024 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 0.02% | 5.46% | 876,884 | -1,950 | -0.22% | 52,078,141 | Jun 30, 2024 |
| DAVIS SELECTED ADVISERS | 0.43% | 5.30% | 15,350,126 | -8,153,385 | -34.69% | 911,644,000 | Jun 30, 2024 |
| REGAL PARTNERS LTD | 0.02% | 5.23% | 850,617 | -70,196 | -7.62% | 50,518,144 | Jun 30, 2024 |
| CONSILIUM WEALTH ADVISORY, LLC | 0.00% | 5.05% | 155,632 | -8,605 | -5.24% | 9,242,970 | Jun 30, 2024 |
| REMPART ASSET MANAGEMENT INC. | 0.01% | 4.71% | 402,335 | -12,570 | -3.03% | 23,894,676 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.01% | 4.66% | 424,651 | 144,651 | 51.66% | 25,220,023 | Jun 30, 2024 |
| M3F, INC. | 0.01% | 4.40% | 200,000 | -60,000 | -23.08% | 11,878,000 | Jun 30, 2024 |
The largest Wells Fargo shareholder by % of total assets is LATASH INVESTMENTS, LLC. The company owns 1.68M shares of Wells Fargo (WFC), representing 80.87% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.27% | 0.40% | 45,037,587 | 45,037,587 | 100.00% | 2,674,782,292 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.02% | 0.76% | 71,836,965 | 11,660,483 | 19.38% | 4,266,397,353 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.39% | 0.38% | 13,769,630 | 10,960,831 | 390.23% | 817,778,326 | Jun 30, 2024 |
| AMUNDI | 0.32% | 0.27% | 11,523,934 | 6,135,472 | 113.86% | 699,040,491 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.13% | 0.50% | 4,787,613 | 4,754,383 | 14307.50% | 284,336,336 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.59% | 0.36% | 20,862,796 | 3,764,738 | 22.02% | 1,239,041,455 | Jun 30, 2024 |
| BARCLAYS PLC | 0.10% | 0.07% | 3,707,300 | 3,561,600 | 2444.47% | 220,175,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.07% | 0.18% | 2,331,925 | 2,321,898 | 23156.46% | 138,493,026 | Jun 30, 2024 |
| FMR LLC | 5.31% | 0.72% | 189,083,392 | 2,292,084 | 1.23% | 11,229,662,633 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.08% | 0.26% | 2,820,632 | 2,219,414 | 369.15% | 167,517,334 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.06% | 0.73% | 2,187,218 | 1,749,204 | 399.35% | 129,898,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.25% | 0.56% | 115,539,588 | 1,690,572 | 1.48% | 6,861,896,456 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.05% | 0.29% | 1,660,574 | 1,631,023 | 5519.35% | 98,621,489 | Jun 30, 2024 |
| KBC GROUP NV | 0.05% | 0.34% | 1,878,172 | 1,589,966 | 551.68% | 111,544,000 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.04% | 0.02% | 1,562,438 | 1,562,438 | 100.00% | 92,793,193 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.04% | 0.23% | 1,470,718 | 1,470,718 | 100.00% | 87,345,942 | Jun 30, 2024 |
| MORGAN STANLEY | 1.15% | 0.19% | 40,982,975 | 1,464,330 | 3.71% | 2,433,979,061 | Jun 30, 2024 |
| UBS GROUP AG | 0.24% | 0.13% | 8,627,136 | 1,443,349 | 20.09% | 512,365,607 | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | 0.09% | 0.27% | 3,225,053 | 1,337,431 | 70.85% | 195,380,777 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.06% | 0.12% | 2,210,097 | 1,321,796 | 148.80% | 131,257,661 | Jun 30, 2024 |
As of Jun 30 2024, Wells Fargo's largest institutional buyer is NORGES BANK. The company purchased 45.04M stocks of WFC, valued at $2.67B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SANDERS CAPITAL, LLC | 0.00% | 0.01% | 150,500 | -24,896,326 | -99.40% | 8,938,195 | Jun 30, 2024 |
| DODGE & COX | 2.59% | 3.29% | 92,277,487 | -22,898,565 | -19.88% | 5,480,359,966 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.29% | 0.33% | 45,899,607 | -13,399,286 | -22.60% | 2,725,979,000 | Jun 30, 2024 |
| EAGLE CAPITAL MANAGEMENT LLC | 0.33% | 2.61% | 11,832,971 | -8,873,937 | -42.85% | 702,760,148 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 0.39% | 0.13% | 13,833,147 | -8,769,961 | -38.80% | 821,441,089 | Jun 30, 2024 |
| DAVIS SELECTED ADVISERS | 0.43% | 5.30% | 15,350,126 | -8,153,385 | -34.69% | 911,644,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.73% | 0.35% | 310,728,134 | -6,960,432 | -2.19% | 18,454,143,880 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.34% | 0.74% | 12,076,830 | -6,484,281 | -34.93% | 717,242,930 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.05% | 0.12% | 1,727,363 | -6,046,833 | -77.78% | 102,588,089 | Jun 30, 2024 |
| BLACKROCK INC. | - | - | - | -5,611,100 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | 7.13% | 0.34% | 253,970,381 | -5,439,005 | -2.10% | 15,083,300,913 | Jun 30, 2024 |
| PRIMECAP MANAGEMENT CO/CA/ | 1.04% | 1.60% | 37,202,871 | -5,216,519 | -12.30% | 2,209,478,509 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 0.04% | 0.08% | 1,589,826 | -4,262,938 | -72.84% | 94,419,766 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.50% | 0.37% | 17,718,199 | -3,964,480 | -18.28% | 1,052,283,839 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | - | - | - | -3,937,124 | -100.00% | - | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.56% | 0.68% | 55,693,277 | -3,681,356 | -6.20% | 3,306,496,216 | Jun 30, 2024 |
| STATE STREET CORP | 4.02% | 0.37% | 143,150,029 | -3,488,303 | -2.38% | 8,501,680,222,000 | Jun 30, 2024 |
| CANOE FINANCIAL LP | - | - | - | -2,946,348 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.31% | 0.20% | 11,131,055 | -2,773,668 | -19.95% | 661,073,000 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.39% | 2.90% | 13,981,080 | -2,361,497 | -14.45% | 830,336,341 | Jun 30, 2024 |
As of Jun 30 2024, Wells Fargo's biggest institutional seller is SANDERS CAPITAL, LLC. The company sold -24.90M shares of WFC, valued at $8.94M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.27% | 0.40% | 45,037,587 | 45,037,587 | 100.00% | 2,674,782,292 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.04% | 0.02% | 1,562,438 | 1,562,438 | 100.00% | 92,793,193 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.04% | 0.23% | 1,470,718 | 1,470,718 | 100.00% | 87,345,942 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.03% | 0.17% | 1,238,127 | 1,238,127 | 100.00% | 73,532,363 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | 0.03% | 1.22% | 1,047,960 | 1,047,960 | 100.00% | 62,238,344 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.28% | 863,981 | 863,981 | 100.00% | 51,311,832 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.02% | 0.48% | 709,008 | 709,008 | 100.00% | 42,107,985 | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.02% | 1.42% | 646,600 | 646,600 | 100.00% | 38,401,574 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.08% | 565,733 | 565,733 | 100.00% | 33,598,883 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.38% | 559,845 | 559,845 | 100.00% | 33,249,000 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.01% | 0.14% | 421,412 | 421,412 | 100.00% | 25,027,659 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.01% | 0.04% | 331,900 | 331,900 | 100.00% | 19,711,541 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.35% | 268,809 | 268,809 | 100.00% | 15,964,566 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.01% | 0.48% | 228,843 | 228,843 | 100.00% | 13,590,986 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.01% | 0.13% | 221,343 | 221,343 | 100.00% | 13,145,561 | Jun 30, 2024 |
| HST VENTURES, LLC | 0.01% | 5.58% | 207,927 | 207,927 | 100.00% | 12,348,785 | Jun 30, 2024 |
| ELEMENT CAPITAL MANAGEMENT LLC | 0.00% | 0.80% | 174,496 | 174,496 | 100.00% | 10,363,317 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.00% | 0.36% | 166,196 | 166,196 | 100.00% | 9,866,609 | Jun 30, 2024 |
| ELDRED ROCK PARTNERS, LLC | 0.00% | 3.61% | 145,635 | 145,635 | 100.00% | 8,649,263 | Jun 30, 2024 |
| NATWEST GROUP PLC | 0.00% | 2.81% | 138,498 | 138,498 | 100.00% | 8,225,396 | Jun 30, 2024 |
| RIVERFRONT INVESTMENT GROUP, LLC | 0.00% | 0.18% | 116,630 | 116,630 | 100.00% | 6,927,000 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.07% | 98,231 | 98,231 | 100.00% | 5,833,939 | Jun 30, 2024 |
| LEUTHOLD GROUP, LLC | 0.00% | 0.66% | 95,501 | 95,501 | 100.00% | 5,671,804 | Jun 30, 2024 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 0.00% | 0.30% | 88,500 | 88,500 | 100.00% | 5,256,015 | Jun 30, 2024 |
| 0.00% | 1.38% | 87,791 | 87,791 | 100.00% | 5,213,882 | Jun 30, 2024 | |
| NWK GROUP, INC. | 0.00% | 2.01% | 80,703 | 80,703 | 100.00% | 4,792,951 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.17% | 72,875 | 72,875 | 100.00% | 4,325,720 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.00% | 0.17% | 72,708 | 72,708 | 100.00% | 4,318,128 | Jun 30, 2024 |
| CMT CAPITAL MARKETS TRADING GMBH | 0.00% | 0.06% | 71,684 | 71,684 | 100.00% | 4,257,000 | Jun 30, 2024 |
| ABNER HERRMAN & BROCK LLC | 0.00% | 0.54% | 71,350 | 71,350 | 100.00% | 4,237,000 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.00% | 0.27% | 59,196 | 59,196 | 100.00% | 3,516,000 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.44% | 44,643 | 44,643 | 100.00% | 2,651,323 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.00% | 0.01% | 44,533 | 44,533 | 100.00% | 2,644,815 | Jun 30, 2024 |
| MIZUHO MARKETS AMERICAS LLC | 0.00% | 0.06% | 42,800 | 42,800 | 100.00% | 2,541,892 | Jun 30, 2024 |
| LGT FUND MANAGEMENT CO LTD. | 0.00% | 0.31% | 41,716 | 41,716 | 100.00% | 2,477,513 | Jun 30, 2024 |
| CHIRON INVESTMENT MANAGEMENT, LLC | 0.00% | 0.92% | 39,525 | 39,525 | 100.00% | 2,347,390 | Jun 30, 2024 |
| SCIENCAST MANAGEMENT LP | 0.00% | 0.75% | 36,261 | 36,261 | 100.00% | 2,153,541 | Jun 30, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.09% | 34,566 | 34,566 | 100.00% | 2,052,875 | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | 0.00% | 1.49% | 33,382 | 33,382 | 100.00% | 1,982,557 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.32% | 32,818 | 32,818 | 100.00% | 1,949,061 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.41% | 32,791 | 32,791 | 100.00% | 1,947,463 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.00% | 0.07% | 28,937 | 28,937 | 100.00% | 114,871,000 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.71% | 28,347 | 28,347 | 100.00% | 1,683,528 | Jun 30, 2024 |
| NATIONALE-NEDERLANDEN POWSZECHNE TOWARZYSTWO EMERYTALNE S.A. | 0.00% | 0.27% | 28,277 | 28,277 | 100.00% | 1,679,371 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.00% | 0.00% | 27,300 | 27,300 | 100.00% | 1,621,347 | Jun 30, 2024 |
| 0.00% | 0.16% | 24,242 | 24,242 | 100.00% | 1,263,496 | Jun 30, 2024 | |
| FIRST MERCHANTS CORP | 0.00% | 0.05% | 21,000 | 21,000 | 100.00% | 1,247,190 | Jun 30, 2024 |
| IMC-CHICAGO, LLC | 0.00% | 0.00% | 19,064 | 19,064 | 100.00% | 1,132,211 | Jun 30, 2024 |
| EMPIRICAL ASSET MANAGEMENT, LLC | 0.00% | 0.28% | 18,760 | 18,760 | 100.00% | 740,084 | Jun 30, 2024 |
| 0.00% | 0.70% | 18,009 | 18,009 | 100.00% | 1,069,555 | Jun 30, 2024 | |
| AXIOM ADVISORY, LLC | 0.00% | 0.01% | 17,262 | 17,262 | 100.00% | 1,019,066 | Jun 30, 2024 |
| 0.00% | 1.03% | 17,108 | 17,108 | 100.00% | 1,585,660 | Jun 30, 2024 | |
| GLAXIS CAPITAL MANAGEMENT, LLC | 0.00% | 1.54% | 15,000 | 15,000 | 100.00% | 890,850 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.00% | 0.10% | 14,587 | 14,587 | 100.00% | 866,322 | Jun 30, 2024 |
| WILLIAMS FINANCIAL, LLC | 0.00% | 0.21% | 14,184 | 14,184 | 100.00% | 828,724 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.42% | 12,833 | 12,833 | 100.00% | 762,181 | Jun 30, 2024 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.18% | 12,559 | 12,559 | 100.00% | 756,569 | Jun 30, 2024 |
| TAIKA CAPITAL, LP | 0.00% | 0.58% | 12,450 | 12,450 | 100.00% | 739,406 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.00% | 0.11% | 12,055 | 12,055 | 100.00% | 715,946 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.23% | 11,395 | 11,395 | 100.00% | 676,729 | Jun 30, 2024 |
| SAN LUIS WEALTH ADVISORS LLC | 0.00% | 0.16% | 11,323 | 11,323 | 100.00% | 672,000 | Jun 30, 2024 |
| 0.00% | 0.40% | 11,171 | 11,171 | 100.00% | 663,446 | Jun 30, 2024 | |
| 0.00% | 0.42% | 9,591 | 9,591 | 100.00% | 569,609 | Jun 30, 2024 | |
| TRADEWINDS, LLC. | 0.00% | 0.17% | 9,077 | 9,077 | 100.00% | 539,100 | Jun 30, 2024 |
| CONCENTRIC CAPITAL STRATEGIES, LP | 0.00% | 0.03% | 8,907 | 8,907 | 100.00% | 528,987 | Jun 30, 2024 |
| SILVER LAKE ADVISORY, LLC | 0.00% | 0.07% | 8,196 | 8,196 | 100.00% | 486,733 | Jun 30, 2024 |
| OLD WEST INVESTMENT MANAGEMENT, LLC | 0.00% | 0.21% | 8,037 | 8,037 | 100.00% | 477,317 | Jun 30, 2024 |
| DESTINATION WEALTH MANAGEMENT | 0.00% | 0.02% | 8,021 | 8,021 | 100.00% | 476,392 | Jun 30, 2024 |
| INTEGRITY FINANCIAL CORP /WA | 0.00% | 0.28% | 7,498 | 7,498 | 100.00% | 445,306 | Jun 30, 2024 |
| INTELLIGENCE DRIVEN ADVISERS, LLC | 0.00% | 0.06% | 7,385 | 7,385 | 100.00% | 438,595 | Jun 30, 2024 |
| CTC LLC | 0.00% | 0.00% | 7,314 | 7,314 | 100.00% | 434,378 | Jun 30, 2024 |
| UNITED ADVISOR GROUP, LLC | 0.00% | 0.13% | 7,280 | 7,280 | 100.00% | 432,359 | Jun 30, 2024 |
| WEALTH MANAGEMENT PARTNERS, LLC | 0.00% | 0.20% | 7,073 | 7,073 | 100.00% | 420,086 | Jun 30, 2024 |
| SEQUENT ASSET MANAGEMENT, LLC | 0.00% | 0.21% | 7,073 | 7,073 | 100.00% | 420,066 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 0.00% | 0.00% | 7,000 | 7,000 | 100.00% | 415,730 | Jun 30, 2024 |
| ALERA INVESTMENT ADVISORS, LLC | 0.00% | 0.05% | 6,940 | 6,940 | 100.00% | 412,175 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.00% | - | 6,900 | 6,900 | 100.00% | 18,906 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 0.00% | 0.00% | 6,900 | 6,900 | 100.00% | 409,791 | Jun 30, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.00% | 0.01% | 6,900 | 6,900 | 100.00% | 409,791 | Jun 30, 2024 |
| TRADELINK CAPITAL LLC | 0.00% | 1.13% | 6,600 | 6,600 | 100.00% | 392,000 | Jun 30, 2024 |
| BORDEAUX WEALTH ADVISORS LLC | 0.00% | 0.07% | 6,517 | 6,517 | 100.00% | 387,029 | Jun 30, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.00% | 0.01% | 6,470 | 6,470 | 100.00% | 384,275 | Jun 30, 2024 |
| DEMPZE NANCY E | 0.00% | 0.26% | 6,302 | 6,302 | 100.00% | 374,276 | Jun 30, 2024 |
| CAMDEN NATIONAL BANK | 0.00% | 0.06% | 6,194 | 6,194 | 100.00% | 367,861 | Jun 30, 2024 |
| INDEX FUND ADVISORS, INC. | 0.00% | 0.02% | 6,186 | 6,186 | 100.00% | 367,399 | Jun 30, 2024 |
| LAKERIDGE WEALTH MANAGEMENT LLC | 0.00% | 0.22% | 6,079 | 6,079 | 100.00% | 361,056 | Jun 30, 2024 |
| LONGVIEW WEALTH MANAGEMENT | 0.00% | 0.13% | 5,981 | 5,981 | 100.00% | 355,212 | Jun 30, 2024 |
| 180 WEALTH ADVISORS, LLC | 0.00% | 0.06% | 5,936 | 5,936 | 100.00% | 357,110 | Jun 30, 2024 |
| MAGNOLIA CAPITAL ADVISORS LLC | 0.00% | 0.11% | 5,774 | 5,774 | 100.00% | 342,925 | Jun 30, 2024 |
| PENSIONMARK FINANCIAL GROUP, LLC | 0.00% | 0.02% | 5,531 | 5,531 | 100.00% | 328,498 | Jun 30, 2024 |
| IBEX WEALTH ADVISORS | 0.00% | 0.05% | 5,410 | 5,410 | 100.00% | 321,297 | Jun 30, 2024 |
| NELSON CAPITAL MANAGEMENT, LLC | 0.00% | 0.06% | 5,370 | 5,370 | 100.00% | 318,913 | Jun 30, 2024 |
| 0.00% | 0.02% | 5,358 | 5,358 | 100.00% | 318,158 | Jun 30, 2024 | |
| GSA CAPITAL PARTNERS LLP | 0.00% | 0.02% | 4,949 | 4,949 | 100.00% | 294,000 | Jun 30, 2024 |
| BRAVE ASSET MANAGEMENT INC | 0.00% | 0.07% | 4,905 | 4,905 | 100.00% | 291,308 | Jun 30, 2024 |
| BLACKDIAMOND WEALTH MANAGEMENT INC. | 0.00% | 0.17% | 4,818 | 4,818 | 100.00% | 254,211 | Jun 30, 2024 |
| AXQ CAPITAL, LP | 0.00% | 0.07% | 4,799 | 4,799 | 100.00% | 285,013 | Jun 30, 2024 |
| CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.11% | 4,642 | 4,642 | 100.00% | 275,689 | Jun 30, 2024 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 0.00% | 0.09% | 4,489 | 4,489 | 100.00% | 266,627 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.00% | 0.00% | 4,419 | 4,419 | 100.00% | 262,444 | Jun 30, 2024 |
Wells Fargo's largest new institutional shareholder by number of shares is NORGES BANK, purchased 45.04M shares, valued at $2.67B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | - | - | - | -5,611,100 | -100.00% | - | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | - | - | - | -3,937,124 | -100.00% | - | Jun 30, 2024 |
| CANOE FINANCIAL LP | - | - | - | -2,946,348 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -911,525 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -689,300 | -100.00% | - | Jun 30, 2024 |
| POPLAR FOREST CAPITAL LLC | - | - | - | -437,556 | -100.00% | - | Jun 30, 2024 |
| HOLOWESKO PARTNERS LTD. | - | - | - | -383,981 | -100.00% | - | Jun 30, 2024 |
| KILTEARN PARTNERS LLP | - | - | - | -345,499 | -100.00% | - | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -311,850 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -282,900 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -263,625 | -100.00% | - | Jun 30, 2024 |
| ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD | - | - | - | -249,118 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -145,153 | -100.00% | - | Jun 30, 2024 |
| ARGA INVESTMENT MANAGEMENT, LP | - | - | - | -141,752 | -100.00% | - | Jun 30, 2024 |
| BLUECREST CAPITAL MANAGEMENT LTD | - | - | - | -111,800 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -102,200 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -74,183 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -72,400 | -100.00% | - | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | - | - | - | -54,200 | -100.00% | - | Jun 30, 2024 |
| ALLY FINANCIAL INC. | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| IAT REINSURANCE CO LTD. | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -46,786 | -100.00% | - | Jun 30, 2024 |
| COASTAL BRIDGE ADVISORS, LLC | - | - | - | -35,200 | -100.00% | - | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | - | - | - | -33,566 | -100.00% | - | Jun 30, 2024 |
| MYDA ADVISORS LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| STRATEGIC PLANNING GROUP, LLC | - | - | - | -28,025 | -100.00% | - | Jun 30, 2024 |
| TEALWOOD ASSET MANAGEMENT INC | - | - | - | -24,730 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -24,549 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS | - | - | - | -22,000 | -100.00% | - | Jun 30, 2024 |
| RETIREFUL, LLC | - | - | - | -21,623 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -19,758 | -100.00% | - | Jun 30, 2024 |
| EISLER CAPITAL (UK) LTD. | - | - | - | -19,317 | -100.00% | - | Jun 30, 2024 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | - | - | - | -18,106 | -100.00% | - | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -17,993 | -100.00% | - | Jun 30, 2024 |
| HARTLINE INVESTMENT CORP/ | - | - | - | -15,678 | -100.00% | - | Jun 30, 2024 |
| ALTERNA WEALTH MANAGEMENT, INC | - | - | - | -15,028 | -100.00% | - | Jun 30, 2024 |
| MCDANIEL TERRY & CO | - | - | - | -14,700 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -13,871 | -100.00% | - | Jun 30, 2024 |
| ROCKPORT WEALTH LLC | - | - | - | -13,846 | -100.00% | - | Jun 30, 2024 |
| DF DENT & CO INC | - | - | - | -13,438 | -100.00% | - | Jun 30, 2024 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | - | - | - | -13,334 | -100.00% | - | Jun 30, 2024 |
| GAGNON SECURITIES LLC | - | - | - | -13,056 | -100.00% | - | Jun 30, 2024 |
| WORLD EQUITY GROUP, INC. | - | - | - | -11,344 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -10,816 | -100.00% | - | Jun 30, 2024 |
| PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -10,548 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT WEALTH MANAGEMENT LLC | - | - | - | -9,725 | -100.00% | - | Jun 30, 2024 |
| EAGLE STRATEGIES LLC | - | - | - | -9,293 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -8,988 | -100.00% | - | Jun 30, 2024 |
| DELTA FINANCIAL GROUP, INC. | - | - | - | -8,892 | -100.00% | - | Jun 30, 2024 |
| FORTIS CAPITAL ADVISORS, LLC | - | - | - | -7,996 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -7,818 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -7,663 | -100.00% | - | Jun 30, 2024 |
| TRAYNOR CAPITAL MANAGEMENT, INC. | - | - | - | -7,626 | -100.00% | - | Jun 30, 2024 |
| AGF MANAGEMENT LTD | - | - | - | -7,463 | -100.00% | - | Jun 30, 2024 |
| CEDAR BROOK FINANCIAL PARTNERS, LLC | - | - | - | -7,282 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -7,178 | -100.00% | - | Jun 30, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | - | - | - | -6,795 | -100.00% | - | Jun 30, 2024 |
| ARBOR INVESTMENT ADVISORS, LLC | - | - | - | -6,671 | -100.00% | - | Jun 30, 2024 |
| CM WEALTH ADVISORS LLC | - | - | - | -6,662 | -100.00% | - | Jun 30, 2024 |
| NEW VERNON CAPITAL HOLDINGS II LLC | - | - | - | -6,584 | -100.00% | - | Jun 30, 2024 |
| CHARLES SCHWAB TRUST CO | - | - | - | -6,400 | -100.00% | - | Jun 30, 2024 |
| ANGELES INVESTMENT ADVISORS, LLC | - | - | - | -5,962 | -100.00% | - | Jun 30, 2024 |
| NEXUS INVESTMENT MANAGEMENT ULC | - | - | - | -5,500 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -5,454 | -100.00% | - | Jun 30, 2024 |
| PORTFOLIO STRATEGIES, INC. | - | - | - | -5,349 | -100.00% | - | Jun 30, 2024 |
| BRAVE WARRIOR ADVISORS, LLC | - | - | - | -5,250 | -100.00% | - | Jun 30, 2024 |
| BLUEPATH CAPITAL MANAGEMENT, LLC | - | - | - | -5,182 | -100.00% | - | Jun 30, 2024 |
| BANK JULIUS BAER & CO. LTD, ZURICH | - | - | - | -5,056 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL ARCHITECTS, LLC | - | - | - | -5,002 | -100.00% | - | Jun 30, 2024 |
| 1858 WEALTH MANAGEMENT, LLC | - | - | - | -4,963 | -100.00% | - | Jun 30, 2024 |
| HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | - | - | - | -4,894 | -100.00% | - | Jun 30, 2024 |
| CATALYTIC WEALTH RIA, LLC | - | - | - | -4,599 | -100.00% | - | Jun 30, 2024 |
| MONOGRAPH WEALTH ADVISORS, LLC | - | - | - | -4,500 | -100.00% | - | Jun 30, 2024 |
| AMPLIUS WEALTH ADVISORS, LLC | - | - | - | -4,476 | -100.00% | - | Jun 30, 2024 |
| J. L. BAINBRIDGE & CO., INC. | - | - | - | -4,457 | -100.00% | - | Jun 30, 2024 |
| JOHNSON & WHITE WEALTH MANAGEMENT, LLC | - | - | - | -4,436 | -100.00% | - | Jun 30, 2024 |
| ACORN WEALTH ADVISORS, LLC | - | - | - | -4,329 | -100.00% | - | Jun 30, 2024 |
| SYVERSON STREGE & CO | - | - | - | -4,133 | -100.00% | - | Jun 30, 2024 |
| SKYLINE ADVISORS, INC. | - | - | - | -4,132 | -100.00% | - | Jun 30, 2024 |
| HBW ADVISORY SERVICES LLC | - | - | - | -4,109 | -100.00% | - | Jun 30, 2024 |
| QVR LLC | - | - | - | -4,066 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
| EXECUTIVE WEALTH MANAGEMENT, LLC | - | - | - | -3,981 | -100.00% | - | Jun 30, 2024 |
| HFG ADVISORS, INC. | - | - | - | -3,953 | -100.00% | - | Jun 30, 2024 |
| HOLISTIC FINANCIAL PARTNERS | - | - | - | -3,947 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -3,911 | -100.00% | - | Jun 30, 2024 |
| DEMARS FINANCIAL GROUP, LLC | - | - | - | -3,875 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -3,800 | -100.00% | - | Jun 30, 2024 |
| SPINNAKER INVESTMENT GROUP, LLC | - | - | - | -3,784 | -100.00% | - | Jun 30, 2024 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | - | - | - | -3,768 | -100.00% | - | Jun 30, 2024 |
| SOVEREIGN FINANCIAL GROUP, INC. | - | - | - | -3,761 | -100.00% | - | Jun 30, 2024 |
| WASHINGTON CAPITAL MANAGEMENT, INC | - | - | - | -3,760 | -100.00% | - | Jun 30, 2024 |
| INDEPENDENT WEALTH NETWORK INC. | - | - | - | -3,679 | -100.00% | - | Jun 30, 2024 |
| WEST WEALTH GROUP, LLC | - | - | - | -3,595 | -100.00% | - | Jun 30, 2024 |
| HERITAGE INVESTORS MANAGEMENT CORP | - | - | - | -3,585 | -100.00% | - | Jun 30, 2024 |
| ECHO45 ADVISORS LLC | - | - | - | -3,522 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -3,416 | -100.00% | - | Jun 30, 2024 |
| HENDERSHOT INVESTMENTS INC. | - | - | - | -3,266 | -100.00% | - | Jun 30, 2024 |
| BKM WEALTH MANAGEMENT, LLC | - | - | - | -2,523 | -100.00% | - | Jun 30, 2024 |
Wells Fargo's largest sold out institutional shareholder by shares sold is BLACKROCK INC., sold -5.61M shares, valued at -, as of undefined.
Wells Fargo Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HIGHLAND FUNDS II | 53.72% | 795,000 | - | - | Dec 31, 2023 |
| Manager Directed Portfolios | 45.74% | 7,490,000 | - | - | Jan 31, 2024 |
| HIGHLAND FUNDS II | 33.79% | 500,000 | - | - | Dec 31, 2023 |
| Manager Directed Portfolios | 27.48% | 4,500,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 15.33% | 8,000,000 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 15.27% | 2,500,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 12.84% | 6,700,000 | - | - | Mar 31, 2024 |
| EAGLE CAPITAL GROWTH FUND, INC. | 10.30% | 492,200 | - | - | Mar 31, 2024 |
| BNY MELLON ULTRA SHORT INCOME FUND | 10.08% | 4,500,000 | - | - | Nov 30, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 9.58% | 5,000,000 | - | - | Mar 31, 2024 |
| Clough Global Dividend & Income Fund | 9.52% | 1,000,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 8.06% | 4,205,000 | - | - | Mar 31, 2024 |
| Uncommon Investment Funds Trust | 6.70% | 16,818 | - | - | Jun 30, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 6.52% | 3,400,000 | - | - | Mar 31, 2024 |
| YCG Funds | 6.42% | 288,656 | - | - | Feb 29, 2024 |
| John Hancock Collateral Trust | 6.37% | 61,333,000 | - | - | Sep 30, 2021 |
| UBS Series Funds | 5.98% | 25,704,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 5.87% | 123,534,000 | - | - | Mar 31, 2024 |
| MATRIX ADVISORS VALUE FUND INC | 5.81% | 35,600 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 5.75% | 3,000,000 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 5.65% | 925,000 | - | - | Jan 31, 2024 |
| John Hancock Collateral Trust | 5.19% | 50,000,000 | - | - | Sep 30, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 4.87% | 2,543,184 | - | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 4.86% | 2,488,000 | - | - | Mar 31, 2024 |
| PIONEER EQUITY INCOME FUND | 4.70% | 1,045,942 | -115,729 | -9.96% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 4.70% | 2,450,000 | - | - | Mar 31, 2024 |
| Clipper Funds Trust | 4.59% | 1,708,382 | -56,560 | -3.20% | Dec 31, 2023 |
| ALTABA INC. | 4.52% | 35,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 4.30% | 2,243,000 | - | - | Mar 31, 2024 |
| DAVIS VARIABLE ACCOUNT FUND INC | 4.26% | 233,264 | -4,950 | -2.08% | Dec 31, 2023 |
| Matrix Advisors Funds Trust | 4.21% | 23,000 | - | - | Mar 31, 2024 |
| SELECTED AMERICAN SHARES INC | 4.14% | 2,575,190 | -123,270 | -4.57% | Dec 31, 2023 |
| DAVIS NEW YORK VENTURE FUND INC | 3.93% | 10,501,317 | -669,850 | -6.00% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.83% | 2,000,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 3.77% | 431,895 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.55% | 1,850,000 | - | - | Mar 31, 2024 |
| AB EQUITY INCOME FUND INC | 3.50% | 350,310 | -57,530 | -14.11% | Feb 29, 2024 |
| HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST | 3.46% | 155,000 | 23,000 | 17.42% | Dec 31, 2020 |
| Atlas U.S. Tactical Income Fund | 3.32% | 2,200,000 | - | - | Mar 31, 2024 |
| TRUST FOR CREDIT UNIONS | 3.03% | 13,829,000 | - | - | Feb 28, 2023 |
| PIONEER SERIES TRUST XI | 2.91% | 1,466,845 | - | - | Mar 28, 2024 |
| ALGER FUNDS II | 2.88% | 651,687 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.88% | 1,500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.73% | 1,425,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.73% | 1,425,000 | - | - | Mar 31, 2024 |
| Cohen & Steers MLP Income & Energy Opportunity Fund | 2.53% | 280,000 | - | - | May 31, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 2.49% | 1,300,000 | - | - | Mar 31, 2024 |
| FIDELITY DESTINY PORTFOLIOS | 2.35% | 5,167,950 | -117,500 | -2.22% | Mar 31, 2024 |
| Stock Portfolio | 2.35% | 144,210 | - | - | Mar 31, 2024 |
| Stock Dividend Fund, Inc. | 2.31% | 13,500 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Income Fund, Inc. | 2.27% | 333,800 | -154,575 | -31.65% | Feb 29, 2024 |
| T. Rowe Price Equity Income Fund, Inc. | 2.19% | 9,310,000 | -1,005,000 | -9.74% | Mar 31, 2024 |
| TRUST FOR CREDIT UNIONS | 2.19% | 10,000,000 | - | - | Feb 28, 2023 |
| DIVIDEND & INCOME FUND | 2.18% | 95,000 | - | - | Dec 31, 2023 |
| Davis Fundamental ETF Trust | 2.17% | 968,765 | -12,166 | -1.24% | Jan 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 2.08% | 250,000 | - | - | Sep 30, 2020 |
| DAVIS SERIES INC | 2.02% | 2,330,068 | -10,210 | -0.44% | Dec 31, 2023 |
| SCM Trust | 2.01% | 5,995,000 | 845,000 | 16.41% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 2.01% | 1,048,000 | - | - | Mar 31, 2024 |
| TORRAY FUND | 2.01% | 253,400 | - | - | Sep 30, 2022 |
| Tax-Managed Value Portfolio | 1.95% | 188,847 | - | - | Jan 31, 2024 |
| BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 1.92% | 1,292,910 | -36,890 | -2.77% | Mar 28, 2024 |
| AMERICAN MUTUAL FUND | 1.89% | 17,599,846 | - | - | Jan 31, 2024 |
| UBS Series Funds | 1.86% | 8,000,000 | - | - | Jan 31, 2024 |
| LORD ABBETT AFFILIATED FUND INC | 1.82% | 2,568,700 | - | - | Jan 31, 2024 |
| PIONEER FUND /MA/ | 1.76% | 2,350,337 | - | - | Mar 28, 2024 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 1.75% | 569,800 | - | - | Dec 31, 2023 |
| Starboard Investment Trust | 1.72% | 1,000,000 | - | - | Feb 29, 2024 |
| Capital Group U.S. Equity Fund | 1.69% | 57,870 | -23,033 | -28.47% | Jan 31, 2024 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 1.68% | 11,301,000 | - | - | Jan 31, 2024 |
| LMP CAPITAL & INCOME FUND INC. | 1.68% | 500,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 1.66% | 34,997,000 | - | - | Mar 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 1.58% | 24,125,622 | - | - | Jan 31, 2024 |
| Eaton Vance Risk-Managed Diversified Equity Income Fund | 1.57% | 167,915 | - | - | Mar 31, 2024 |
| Eaton Vance Enhanced Equity Income Fund | 1.57% | 196,060 | - | - | Mar 31, 2024 |
| CALIFORNIA FIRST LEASING CORP | 1.57% | 106,400 | - | - | Mar 31, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 1.57% | 24,981,000 | - | - | Jan 31, 2024 |
| John Hancock Collateral Trust | 1.56% | 15,000,000 | - | - | Sep 30, 2021 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 1.46% | 126,625,000 | - | - | Mar 28, 2024 |
| CHESTNUT STREET EXCHANGE FUND | 1.46% | 55,125 | - | - | Mar 31, 2024 |
| JOHN HANCOCK CAPITAL SERIES | 1.44% | 1,521,959 | -108,369 | -6.65% | Jan 31, 2024 |
| BlackRock Private Investments Fund | 1.40% | 2,305,000 | - | - | Mar 31, 2024 |
| BlackRock Enhanced Equity Dividend Trust | 1.39% | 1,070,108 | -28,860 | -2.63% | Mar 31, 2024 |
| SOUND SHORE FUND INC | 1.38% | 707,520 | - | - | Mar 31, 2024 |
| T. Rowe Price Financial Services Fund, Inc. | 1.38% | 1,121,941 | -205,000 | -15.45% | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 1.38% | 2,809 | -58,554 | -95.42% | Jan 31, 2021 |
| VICTORY VARIABLE INSURANCE FUNDS | 1.37% | 700,000 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST VII | 1.33% | 214,818 | -1,866 | -0.86% | Jan 31, 2024 |
| BRIDGES INVESTMENT FUND INC | 1.32% | 40,000 | - | - | Dec 31, 2022 |
| KAVILCO INC/WA/ | 1.31% | 9,540 | 9,540 | - | Mar 31, 2021 |
| Pioneer Series Trust III | 1.31% | 376,464 | - | - | Feb 29, 2024 |
| Spinnaker ETF Series | 1.30% | 500,000 | 500,000 | - | Mar 31, 2024 |
| WASHINGTON MUTUAL INVESTORS FUND | 1.28% | 26,787,020 | 31,285 | 0.12% | Jan 31, 2024 |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 1.27% | 8,624,000 | - | - | Jan 31, 2024 |
| AB CORE OPPORTUNITIES FUND, INC. | 1.26% | 62,620 | - | - | Feb 29, 2024 |
| Voya VARIABLE INSURANCE TRUST | 1.24% | 2,930,000 | - | - | Mar 31, 2024 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 1.23% | 2,104,338 | - | - | Mar 31, 2024 |
| T. Rowe Price Growth & Income Fund, Inc. | 1.21% | 1,206,840 | 421,540 | 53.68% | Dec 31, 2020 |
| UBS Series Funds | 1.19% | 5,130,000 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 1.18% | 1,380,000 | - | - | Mar 28, 2024 |
Wells Fargo's largest mutual fund holder by % of total assets is "HIGHLAND FUNDS II", owning 795.00K shares, compromising 53.72% of its total assets.
Wells Fargo Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 2,239 | -0.75% |
| 31 Mar, 24 | 2,256 | 2.08% |
| 31 Dec, 23 | 2,210 | 8.49% |
| 30 Sep, 23 | 2,037 | -1.50% |
| 30 Jun, 23 | 2,068 | -0.24% |
| 31 Mar, 23 | 2,073 | -3.13% |
| 31 Dec, 22 | 2,140 | 5.11% |
| 30 Sep, 22 | 2,036 | -1.97% |
| 30 Jun, 22 | 2,077 | -6.53% |
| 31 Mar, 22 | 2,222 | 2.82% |
| 31 Dec, 21 | 2,161 | 7.73% |
| 30 Sep, 21 | 2,006 | -0.99% |
| 30 Jun, 21 | 2,026 | 3.16% |
| 31 Mar, 21 | 1,964 | 5.82% |
| 31 Dec, 20 | 1,856 | 8.47% |
| 30 Sep, 20 | 1,711 | -6.50% |
| 30 Jun, 20 | 1,830 | -3.02% |
| 31 Mar, 20 | 1,887 | -13.48% |
| 31 Dec, 19 | 2,181 | 7.54% |
| 30 Sep, 19 | 2,028 | 0.05% |
| 30 Jun, 19 | 2,027 | -3.11% |
| 31 Mar, 19 | 2,092 | 0.24% |
| 31 Dec, 18 | 2,087 | 1.76% |
| 30 Sep, 18 | 2,051 | -0.68% |
| 30 Jun, 18 | 2,065 | -1.38% |
| 31 Mar, 18 | 2,094 | -2.06% |
| 31 Dec, 17 | 2,138 | 9.98% |
| 30 Sep, 17 | 1,944 | -2.02% |
| 30 Jun, 17 | 1,984 | -1.44% |
| 31 Mar, 17 | 2,013 | -1.42% |
| 31 Dec, 16 | 2,042 | 3.55% |
| 30 Sep, 16 | 1,972 | 0.61% |
| 30 Jun, 16 | 1,960 | -0.46% |
| 31 Mar, 16 | 1,969 | 0.66% |
| 31 Dec, 15 | 1,956 | 4.26% |
| 30 Sep, 15 | 1,876 | 0.11% |
| 30 Jun, 15 | 1,874 | 2.97% |
| 31 Mar, 15 | 1,820 | -1.52% |
| 31 Dec, 14 | 1,848 | 6.94% |
| 30 Sep, 14 | 1,728 | 0.99% |
| 30 Jun, 14 | 1,711 | 0.53% |
| 31 Mar, 14 | 1,702 | 1.86% |
| 31 Dec, 13 | 1,671 | 7.67% |
| 30 Sep, 13 | 1,552 | 2.71% |
| 30 Jun, 13 | 1,511 | 110.74% |
| 31 Mar, 13 | 717 | 2.72% |
| 31 Dec, 12 | 698 | 8.55% |
| 30 Sep, 12 | 643 | 7.71% |
| 30 Jun, 12 | 597 | -2.29% |
| 31 Mar, 12 | 611 | 3.56% |
| 31 Dec, 11 | 590 | 18.47% |
| 30 Sep, 11 | 498 | 0.40% |
| 30 Jun, 11 | 496 | -1.59% |
| 31 Mar, 11 | 504 | 9.09% |
| 31 Dec, 10 | 462 | 14.93% |
| 30 Sep, 10 | 402 | -2.43% |
| 30 Jun, 10 | 412 | -0.96% |
| 31 Mar, 10 | 416 | -0.48% |
| 31 Dec, 09 | 418 | 5.56% |
| 30 Sep, 09 | 396 | 0.76% |
| 30 Jun, 09 | 393 | 3.69% |
| 31 Mar, 09 | 379 | - |
| 31 Dec, 08 | 379 | 6.76% |
| 30 Sep, 08 | 355 | 10.94% |
| 30 Jun, 08 | 320 | -3.61% |
| 31 Mar, 08 | 332 | -5.68% |
| 31 Dec, 07 | 352 | 8.98% |
| 30 Sep, 07 | 323 | -1.52% |
| 30 Jun, 07 | 328 | 2.50% |
| 31 Mar, 07 | 320 | 0.95% |
| 31 Dec, 06 | 317 | 7.46% |
| 30 Sep, 06 | 295 | -1.34% |
| 30 Jun, 06 | 299 | -1.64% |
| 31 Mar, 06 | 304 | 1.67% |
| 31 Dec, 05 | 299 | 7.17% |
| 30 Sep, 05 | 279 | -1.06% |
| 30 Jun, 05 | 282 | 5.62% |
| 31 Mar, 05 | 267 | -2.20% |
| 31 Dec, 04 | 273 | 16.17% |
| 30 Sep, 04 | 235 | 1.73% |
| 30 Jun, 04 | 231 | -6.10% |
| 31 Mar, 04 | 246 | 9.33% |
| 31 Dec, 03 | 225 | 3.69% |
| 30 Sep, 03 | 217 | 16.04% |
| 30 Jun, 03 | 187 | 1.63% |
| 31 Mar, 03 | 184 | 3.37% |
| 31 Dec, 02 | 178 | - |
| 30 Sep, 02 | 178 | -1.66% |
| 30 Jun, 02 | 181 | 17.53% |
| 31 Mar, 02 | 154 | 22.22% |
| 31 Dec, 01 | 126 | 3.28% |
| 30 Sep, 01 | 122 | -1.61% |
| 30 Jun, 01 | 124 | 4.20% |
| 31 Mar, 01 | 119 | 7.21% |
| 31 Dec, 00 | 111 | 19.35% |
| 30 Sep, 00 | 93 | -1.06% |
| 30 Jun, 00 | 94 | 16.05% |
| 31 Mar, 00 | 81 | 14.08% |
| 31 Dec, 99 | 71 | -1.39% |
| 30 Sep, 99 | 72 | 16.13% |
| 30 Jun, 99 | 62 | 24.00% |
| 31 Mar, 99 | 50 | 1150.00% |
| 31 Dec, 98 | 4 | - |
As of 30 Jun 24, 2,239 institutions are holding Wells Fargo's shares, representing a decrease of -0.75% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 2,564,570,119 | -2.33% |
| 31 Mar, 24 | 2,625,875,774 | -3.20% |
| 31 Dec, 23 | 2,712,583,117 | 3.65% |
| 30 Sep, 23 | 2,617,095,792 | -3.34% |
| 30 Jun, 23 | 2,707,451,472 | -2.15% |
| 31 Mar, 23 | 2,767,001,440 | -1.75% |
| 31 Dec, 22 | 2,816,295,126 | 0.43% |
| 30 Sep, 22 | 2,804,122,032 | 1.18% |
| 30 Jun, 22 | 2,771,372,973 | 0.51% |
| 31 Mar, 22 | 2,757,256,043 | -1.93% |
| 31 Dec, 21 | 2,811,549,583 | -2.69% |
| 30 Sep, 21 | 2,889,291,017 | -1.82% |
| 30 Jun, 21 | 2,942,975,575 | 1.54% |
| 31 Mar, 21 | 2,898,328,193 | 0.63% |
| 31 Dec, 20 | 2,880,252,661 | 2.27% |
| 30 Sep, 20 | 2,816,239,255 | 0.14% |
| 30 Jun, 20 | 2,812,247,801 | -7.08% |
| 31 Mar, 20 | 3,026,575,418 | -3.38% |
| 31 Dec, 19 | 3,132,425,274 | -3.22% |
| 30 Sep, 19 | 3,236,652,003 | -3.70% |
| 30 Jun, 19 | 3,361,172,246 | -2.16% |
| 31 Mar, 19 | 3,435,289,613 | -2.61% |
| 31 Dec, 18 | 3,527,178,766 | -2.62% |
| 30 Sep, 18 | 3,622,066,243 | -3.15% |
| 30 Jun, 18 | 3,740,033,656 | -0.85% |
| 31 Mar, 18 | 3,772,008,253 | -0.35% |
| 31 Dec, 17 | 3,785,277,533 | 0.11% |
| 30 Sep, 17 | 3,781,120,316 | 0.01% |
| 30 Jun, 17 | 3,780,657,972 | -1.74% |
| 31 Mar, 17 | 3,847,505,163 | 0.50% |
| 31 Dec, 16 | 3,828,530,715 | 1.91% |
| 30 Sep, 16 | 3,756,796,861 | -1.04% |
| 30 Jun, 16 | 3,796,150,149 | -2.77% |
| 31 Mar, 16 | 3,904,120,114 | 0.20% |
| 31 Dec, 15 | 3,896,199,655 | -0.40% |
| 30 Sep, 15 | 3,911,940,132 | -0.83% |
| 30 Jun, 15 | 3,944,704,694 | -0.41% |
| 31 Mar, 15 | 3,960,926,871 | -1.92% |
| 31 Dec, 14 | 4,038,475,773 | 3.07% |
| 30 Sep, 14 | 3,918,164,094 | -2.77% |
| 30 Jun, 14 | 4,029,672,698 | 1.64% |
| 31 Mar, 14 | 3,964,796,703 | 0.77% |
| 31 Dec, 13 | 3,934,456,251 | 0.07% |
| 30 Sep, 13 | 3,931,606,910 | 3.38% |
| 30 Jun, 13 | 3,802,941,764 | -43.36% |
| 31 Mar, 13 | 6,714,747,809 | 363.91% |
| 31 Dec, 12 | 1,447,430,044 | -8.82% |
| 30 Sep, 12 | 1,587,369,176 | -12.05% |
| 30 Jun, 12 | 1,804,823,341 | 45.35% |
| 31 Mar, 12 | 1,241,667,095 | -19.78% |
| 31 Dec, 11 | 1,547,884,544 | 0.30% |
| 30 Sep, 11 | 1,543,190,989 | -77.59% |
| 30 Jun, 11 | 6,887,666,653 | 337.46% |
| 31 Mar, 11 | 1,574,466,583 | 25.09% |
| 31 Dec, 10 | 1,258,653,100 | -80.33% |
| 30 Sep, 10 | 6,397,418,269 | 419.68% |
| 30 Jun, 10 | 1,231,018,599 | 1.97% |
| 31 Mar, 10 | 1,207,292,201 | -4.90% |
| 31 Dec, 09 | 1,269,550,496 | 12.09% |
| 30 Sep, 09 | 1,132,665,401 | -79.96% |
| 30 Jun, 09 | 5,653,026,421 | 374.11% |
| 31 Mar, 09 | 1,192,332,993 | -4.00% |
| 31 Dec, 08 | 1,242,015,888 | 87.30% |
| 30 Sep, 08 | 663,105,557 | 34.41% |
| 30 Jun, 08 | 493,357,507 | 0.50% |
| 31 Mar, 08 | 490,879,696 | -12.33% |
| 31 Dec, 07 | 559,890,287 | 3.48% |
| 30 Sep, 07 | 541,078,402 | -14.11% |
| 30 Jun, 07 | 629,936,668 | 92.37% |
| 31 Mar, 07 | 327,454,065 | -41.75% |
| 31 Dec, 06 | 562,129,312 | -21.92% |
| 30 Sep, 06 | 719,961,467 | 121.29% |
| 30 Jun, 06 | 325,354,730 | 12.97% |
| 31 Mar, 06 | 287,994,026 | 6.22% |
| 31 Dec, 05 | 271,121,908 | -92.58% |
| 30 Sep, 05 | 3,651,742,010 | 1213.05% |
| 30 Jun, 05 | 278,110,840 | -92.43% |
| 31 Mar, 05 | 3,672,848,077 | 0.04% |
| 31 Dec, 04 | 3,671,536,159 | 1376.53% |
| 30 Sep, 04 | 248,659,768 | -93.17% |
| 30 Jun, 04 | 3,639,472,867 | 1446.29% |
| 31 Mar, 04 | 235,367,873 | 14.42% |
| 31 Dec, 03 | 205,710,458 | -12.38% |
| 30 Sep, 03 | 234,762,804 | 32.84% |
| 30 Jun, 03 | 176,723,299 | -4.36% |
| 31 Mar, 03 | 184,787,818 | -1.21% |
| 31 Dec, 02 | 187,051,833 | -17.67% |
| 30 Sep, 02 | 227,207,705 | 9.76% |
| 30 Jun, 02 | 207,008,455 | -17.27% |
| 31 Mar, 02 | 250,229,741 | 44.91% |
| 31 Dec, 01 | 172,677,962 | -95.21% |
| 30 Sep, 01 | 3,601,284,907 | 1264.68% |
| 30 Jun, 01 | 263,891,465 | 14.49% |
| 31 Mar, 01 | 230,486,095 | 6.04% |
| 31 Dec, 00 | 217,367,860 | -1.80% |
| 30 Sep, 00 | 221,363,435 | 0.41% |
| 30 Jun, 00 | 220,469,999 | -1.51% |
| 31 Mar, 00 | 223,859,198 | -2.17% |
| 31 Dec, 99 | 228,829,168 | -16.85% |
| 30 Sep, 99 | 275,184,194 | -2.61% |
| 30 Jun, 99 | 282,568,540 | 3.38% |
| 31 Mar, 99 | 273,317,384 | 28965.74% |
| 31 Dec, 98 | 940,342 | - |
Wells Fargo (WFC) has 2.56B shares outstanding as of 30 Jun 24, down -2.33% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 72.04% | 1.32% |
| 31 Mar, 24 | 73.76% | 1.31% |
| 31 Dec, 23 | 74.91% | 1.46% |
| 30 Sep, 23 | 71.72% | 1.34% |
| 30 Jun, 23 | 73.18% | 1.37% |
| 31 Mar, 23 | 73.09% | 1.33% |
| 31 Dec, 22 | 74.11% | 1.36% |
| 30 Sep, 22 | 73.86% | 1.38% |
| 30 Jun, 22 | 73.05% | 1.41% |
| 31 Mar, 22 | 71.97% | 1.50% |
| 31 Dec, 21 | 69.22% | 1.39% |
| 30 Sep, 21 | 70.64% | 1.41% |
| 30 Jun, 21 | 70.81% | 1.47% |
| 31 Mar, 21 | 69.49% | 1.42% |
| 31 Dec, 20 | 69.94% | 1.51% |
| 30 Sep, 20 | 68.15% | 1.45% |
| 30 Jun, 20 | 68.50% | 1.41% |
| 31 Mar, 20 | 69.77% | 1.28% |
| 31 Dec, 19 | 73.97% | 1.36% |
| 30 Sep, 19 | 73.76% | 1.32% |
| 30 Jun, 19 | 74.78% | 1.33% |
| 31 Mar, 19 | 74.94% | 1.39% |
| 31 Dec, 18 | 73.49% | 1.30% |
| 30 Sep, 18 | 75.10% | 1.28% |
| 30 Jun, 18 | 76.49% | 1.31% |
| 31 Mar, 18 | 76.51% | 1.34% |
| 31 Dec, 17 | 75.51% | 1.31% |
| 30 Sep, 17 | 75.97% | 1.35% |
| 30 Jun, 17 | 75.05% | 1.30% |
| 31 Mar, 17 | 75.88% | 1.35% |
| 31 Dec, 16 | 74.98% | 1.38% |
| 30 Sep, 16 | 73.80% | 1.34% |
| 30 Jun, 16 | 74.17% | 1.28% |
| 31 Mar, 16 | 76.01% | 1.36% |
| 31 Dec, 15 | 74.79% | 1.31% |
| 30 Sep, 15 | 75.46% | 1.31% |
| 30 Jun, 15 | 75.76% | 1.33% |
| 31 Mar, 15 | 75.54% | 1.31% |
| 31 Dec, 14 | 75.88% | 1.39% |
| 30 Sep, 14 | 73.90% | 1.30% |
| 30 Jun, 14 | 75.31% | 1.37% |
| 31 Mar, 14 | 74.25% | 1.38% |
| 31 Dec, 13 | 73.42% | 1.37% |
| 30 Sep, 13 | 73.20% | 1.46% |
| 30 Jun, 13 | 70.69% | 0.45% |
| 31 Mar, 13 | 125.43% | 17.15% |
| 31 Dec, 12 | 27.05% | 3.00% |
| 30 Sep, 12 | 30.02% | 2.60% |
| 30 Jun, 12 | 34.01% | 6.16% |
| 31 Mar, 12 | 23.50% | 2.73% |
| 31 Dec, 11 | 29.33% | 3.43% |
| 30 Sep, 11 | 29.25% | 0.17% |
| 30 Jun, 11 | 130.29% | 14.65% |
| 31 Mar, 11 | 29.83% | 5.14% |
| 31 Dec, 10 | 24.08% | 0.16% |
| 30 Sep, 10 | 122.09% | 21.95% |
| 30 Jun, 10 | 23.58% | 4.36% |
| 31 Mar, 10 | 23.26% | 3.28% |
| 31 Dec, 09 | 26.64% | 4.55% |
| 30 Sep, 09 | 24.21% | 0.15% |
| 30 Jun, 09 | 126.10% | 16.00% |
| 31 Mar, 09 | 28.07% | 2.08% |
| 31 Dec, 08 | 36.77% | 9.20% |
| 30 Sep, 08 | 19.99% | 9.00% |
| 30 Jun, 08 | 14.91% | 6.75% |
| 31 Mar, 08 | 14.86% | 5.32% |
| 31 Dec, 07 | 16.72% | 6.37% |
| 30 Sep, 07 | 16.20% | 4.59% |
| 30 Jun, 07 | 18.80% | 19.98% |
| 31 Mar, 07 | 9.70% | 3.48% |
| 31 Dec, 06 | 16.69% | 3.66% |
| 30 Sep, 06 | 21.35% | 22.82% |
| 30 Jun, 06 | 9.67% | 13.15% |
| 31 Mar, 06 | 8.58% | 13.16% |
| 31 Dec, 05 | 8.07% | 0.07% |
| 30 Sep, 05 | 108.24% | 159.45% |
| 30 Jun, 05 | 8.24% | 0.07% |
| 31 Mar, 05 | 108.32% | 0.92% |
| 31 Dec, 04 | 108.48% | 200.18% |
| 30 Sep, 04 | 7.36% | 0.06% |
| 30 Jun, 04 | 107.80% | 224.76% |
| 31 Mar, 04 | 6.93% | 18.50% |
| 31 Dec, 03 | 6.12% | 12.49% |
| 30 Sep, 03 | 7.00% | 25.17% |
| 30 Jun, 03 | 5.27% | 17.47% |
| 31 Mar, 03 | 5.49% | 18.18% |
| 31 Dec, 02 | 5.50% | 12.32% |
| 30 Sep, 02 | 6.68% | 18.24% |
| 30 Jun, 02 | 6.05% | 11.21% |
| 31 Mar, 02 | 7.35% | 28.72% |
| 31 Dec, 01 | 5.06% | 0.05% |
| 30 Sep, 01 | 105.26% | 177.81% |
| 30 Jun, 01 | 7.69% | 17.06% |
| 31 Mar, 01 | 6.72% | 16.74% |
| 31 Dec, 00 | 6.33% | 13.87% |
| 30 Sep, 00 | 6.76% | 14.47% |
| 30 Jun, 00 | 6.83% | 15.70% |
| 31 Mar, 00 | 6.60% | 13.34% |
| 31 Dec, 99 | 7.03% | 10.09% |
| 30 Sep, 99 | 8.35% | 11.40% |
| 30 Jun, 99 | 8.56% | 12.43% |
| 31 Mar, 99 | 8.30% | 986689.31% |
| 31 Dec, 98 | 0.03% | - |
As of 30 Jun 24, Wells Fargo is held by 72.04% institutional shareholders, representing a 1.32% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 925 | -0.64% |
| 31 Mar, 24 | 931 | -3.62% |
| 31 Dec, 23 | 966 | 18.67% |
| 30 Sep, 23 | 814 | 1.62% |
| 30 Jun, 23 | 801 | -10.30% |
| 31 Mar, 23 | 893 | -7.94% |
| 31 Dec, 22 | 970 | 9.11% |
| 30 Sep, 22 | 889 | 6.21% |
| 30 Jun, 22 | 837 | -17.21% |
| 31 Mar, 22 | 1,011 | 3.59% |
| 31 Dec, 21 | 976 | 23.86% |
| 30 Sep, 21 | 788 | -9.01% |
| 30 Jun, 21 | 866 | -4.84% |
| 31 Mar, 21 | 910 | 18.18% |
| 31 Dec, 20 | 770 | 18.46% |
| 30 Sep, 20 | 650 | -18.65% |
| 30 Jun, 20 | 799 | -5.33% |
| 31 Mar, 20 | 844 | -12.27% |
| 31 Dec, 19 | 962 | 15.21% |
| 30 Sep, 19 | 835 | 9.44% |
| 30 Jun, 19 | 763 | -13.30% |
| 31 Mar, 19 | 880 | 18.28% |
| 31 Dec, 18 | 744 | 0.27% |
| 30 Sep, 18 | 742 | -3.01% |
| 30 Jun, 18 | 765 | -0.65% |
| 31 Mar, 18 | 770 | -16.12% |
| 31 Dec, 17 | 918 | 25.07% |
| 30 Sep, 17 | 734 | -12.41% |
| 30 Jun, 17 | 838 | 6.35% |
| 31 Mar, 17 | 788 | -6.19% |
| 31 Dec, 16 | 840 | -5.51% |
| 30 Sep, 16 | 889 | -10.56% |
| 30 Jun, 16 | 994 | -2.74% |
| 31 Mar, 16 | 1,022 | 1.49% |
| 31 Dec, 15 | 1,007 | 11.15% |
| 30 Sep, 15 | 906 | 4.26% |
| 30 Jun, 15 | 869 | 6.63% |
| 31 Mar, 15 | 815 | -2.86% |
| 31 Dec, 14 | 839 | 17.34% |
| 30 Sep, 14 | 715 | -8.68% |
| 30 Jun, 14 | 783 | 3.03% |
| 31 Mar, 14 | 760 | -3.68% |
| 31 Dec, 13 | 789 | 11.60% |
| 30 Sep, 13 | 707 | -35.67% |
| 30 Jun, 13 | 1,099 | 172.03% |
| 31 Mar, 13 | 404 | 4.12% |
| 31 Dec, 12 | 388 | 14.45% |
| 30 Sep, 12 | 339 | 4.31% |
| 30 Jun, 12 | 325 | -4.13% |
| 31 Mar, 12 | 339 | 7.96% |
| 31 Dec, 11 | 314 | 18.05% |
| 30 Sep, 11 | 266 | 4.72% |
| 30 Jun, 11 | 254 | -7.30% |
| 31 Mar, 11 | 274 | 9.16% |
| 31 Dec, 10 | 251 | 20.10% |
| 30 Sep, 10 | 209 | -5.86% |
| 30 Jun, 10 | 222 | -2.20% |
| 31 Mar, 10 | 227 | -5.02% |
| 31 Dec, 09 | 239 | 26.46% |
| 30 Sep, 09 | 189 | -10.43% |
| 30 Jun, 09 | 211 | -14.23% |
| 31 Mar, 09 | 246 | -1.99% |
| 31 Dec, 08 | 251 | 27.41% |
| 30 Sep, 08 | 197 | 12.57% |
| 30 Jun, 08 | 175 | -4.89% |
| 31 Mar, 08 | 184 | -4.66% |
| 31 Dec, 07 | 193 | 14.88% |
| 30 Sep, 07 | 168 | -8.70% |
| 30 Jun, 07 | 184 | 3.95% |
| 31 Mar, 07 | 177 | 0.57% |
| 31 Dec, 06 | 176 | -38.46% |
| 30 Sep, 06 | 286 | 90.67% |
| 30 Jun, 06 | 150 | -1.96% |
| 31 Mar, 06 | 153 | -12.07% |
| 31 Dec, 05 | 174 | 12.99% |
| 30 Sep, 05 | 154 | 9.22% |
| 30 Jun, 05 | 141 | - |
| 31 Mar, 05 | 141 | -5.37% |
| 31 Dec, 04 | 149 | 14.62% |
| 30 Sep, 04 | 130 | 6.56% |
| 30 Jun, 04 | 122 | -17.57% |
| 31 Mar, 04 | 148 | 12.12% |
| 31 Dec, 03 | 132 | 3.13% |
| 30 Sep, 03 | 128 | 13.27% |
| 30 Jun, 03 | 113 | 6.60% |
| 31 Mar, 03 | 106 | 9.28% |
| 31 Dec, 02 | 97 | 6.59% |
| 30 Sep, 02 | 91 | -7.14% |
| 30 Jun, 02 | 98 | -8.41% |
| 31 Mar, 02 | 107 | 46.58% |
| 31 Dec, 01 | 73 | 7.35% |
| 30 Sep, 01 | 68 | -27.66% |
| 30 Jun, 01 | 94 | 27.03% |
| 31 Mar, 01 | 74 | -2.63% |
| 31 Dec, 00 | 76 | 18.75% |
| 30 Sep, 00 | 64 | -1.54% |
| 30 Jun, 00 | 65 | 20.37% |
| 31 Mar, 00 | 54 | 17.39% |
| 31 Dec, 99 | 46 | 2.22% |
| 30 Sep, 99 | 45 | 18.42% |
| 30 Jun, 99 | 38 | -17.39% |
| 31 Mar, 99 | 46 | 1050.00% |
| 31 Dec, 98 | 4 | - |
925 institutional shareholders have increased their position in WFC stock as of 30 Jun 24 compared to 931 in the previous quarter (a -0.64% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 894 | -5.30% |
| 31 Mar, 24 | 944 | 7.03% |
| 31 Dec, 23 | 882 | 7.04% |
| 30 Sep, 23 | 824 | -7.10% |
| 30 Jun, 23 | 887 | 11.01% |
| 31 Mar, 23 | 799 | -0.37% |
| 31 Dec, 22 | 802 | 7.36% |
| 30 Sep, 22 | 747 | -10.86% |
| 30 Jun, 22 | 838 | 1.58% |
| 31 Mar, 22 | 825 | 2.48% |
| 31 Dec, 21 | 805 | -1.83% |
| 30 Sep, 21 | 820 | 6.77% |
| 30 Jun, 21 | 768 | 6.37% |
| 31 Mar, 21 | 722 | -13.84% |
| 31 Dec, 20 | 838 | 3.33% |
| 30 Sep, 20 | 811 | -1.58% |
| 30 Jun, 20 | 824 | 0.12% |
| 31 Mar, 20 | 823 | -7.42% |
| 31 Dec, 19 | 889 | 1.72% |
| 30 Sep, 19 | 874 | -8.00% |
| 30 Jun, 19 | 950 | 6.98% |
| 31 Mar, 19 | 888 | -13.53% |
| 31 Dec, 18 | 1,027 | 10.55% |
| 30 Sep, 18 | 929 | -4.52% |
| 30 Jun, 18 | 973 | -7.33% |
| 31 Mar, 18 | 1,050 | 12.42% |
| 31 Dec, 17 | 934 | 2.98% |
| 30 Sep, 17 | 907 | 4.98% |
| 30 Jun, 17 | 864 | -8.28% |
| 31 Mar, 17 | 942 | -3.78% |
| 31 Dec, 16 | 979 | 18.38% |
| 30 Sep, 16 | 827 | 17.97% |
| 30 Jun, 16 | 701 | 1.45% |
| 31 Mar, 16 | 691 | 5.18% |
| 31 Dec, 15 | 657 | -1.20% |
| 30 Sep, 15 | 665 | -6.86% |
| 30 Jun, 15 | 714 | 0.14% |
| 31 Mar, 15 | 713 | -1.38% |
| 31 Dec, 14 | 723 | -0.96% |
| 30 Sep, 14 | 730 | 10.11% |
| 30 Jun, 14 | 663 | -3.35% |
| 31 Mar, 14 | 686 | 8.03% |
| 31 Dec, 13 | 635 | 7.08% |
| 30 Sep, 13 | 593 | 111.03% |
| 30 Jun, 13 | 281 | 33.18% |
| 31 Mar, 13 | 211 | -9.05% |
| 31 Dec, 12 | 232 | 5.94% |
| 30 Sep, 12 | 219 | 12.31% |
| 30 Jun, 12 | 195 | -3.47% |
| 31 Mar, 12 | 202 | -1.46% |
| 31 Dec, 11 | 205 | 15.82% |
| 30 Sep, 11 | 177 | - |
| 30 Jun, 11 | 177 | 6.63% |
| 31 Mar, 11 | 166 | - |
| 31 Dec, 10 | 166 | 12.93% |
| 30 Sep, 10 | 147 | -3.92% |
| 30 Jun, 10 | 153 | 3.38% |
| 31 Mar, 10 | 148 | -0.67% |
| 31 Dec, 09 | 149 | -10.24% |
| 30 Sep, 09 | 166 | 12.16% |
| 30 Jun, 09 | 148 | 28.70% |
| 31 Mar, 09 | 115 | 8.49% |
| 31 Dec, 08 | 106 | -21.48% |
| 30 Sep, 08 | 135 | 14.41% |
| 30 Jun, 08 | 118 | -7.81% |
| 31 Mar, 08 | 128 | -1.54% |
| 31 Dec, 07 | 130 | 11.11% |
| 30 Sep, 07 | 117 | -2.50% |
| 30 Jun, 07 | 120 | 13.21% |
| 31 Mar, 07 | 106 | 4.95% |
| 31 Dec, 06 | 101 | 1342.86% |
| 30 Sep, 06 | 7 | -93.81% |
| 30 Jun, 06 | 113 | -4.24% |
| 31 Mar, 06 | 118 | 26.88% |
| 31 Dec, 05 | 93 | 10.71% |
| 30 Sep, 05 | 84 | -16.00% |
| 30 Jun, 05 | 100 | 4.17% |
| 31 Mar, 05 | 96 | 7.87% |
| 31 Dec, 04 | 89 | 15.58% |
| 30 Sep, 04 | 77 | -6.10% |
| 30 Jun, 04 | 82 | 9.33% |
| 31 Mar, 04 | 75 | 4.17% |
| 31 Dec, 03 | 72 | 12.50% |
| 30 Sep, 03 | 64 | 18.52% |
| 30 Jun, 03 | 54 | -6.90% |
| 31 Mar, 03 | 58 | -3.33% |
| 31 Dec, 02 | 60 | -7.69% |
| 30 Sep, 02 | 65 | -1.52% |
| 30 Jun, 02 | 66 | 78.38% |
| 31 Mar, 02 | 37 | -15.91% |
| 31 Dec, 01 | 44 | -2.22% |
| 30 Sep, 01 | 45 | 104.55% |
| 30 Jun, 01 | 22 | -24.14% |
| 31 Mar, 01 | 29 | 11.54% |
| 31 Dec, 00 | 26 | 23.81% |
| 30 Sep, 00 | 21 | 5.00% |
| 30 Jun, 00 | 20 | -13.04% |
| 31 Mar, 00 | 23 | 27.78% |
| 31 Dec, 99 | 18 | -5.26% |
| 30 Sep, 99 | 19 | 35.71% |
| 30 Jun, 99 | 14 | 600.00% |
| 31 Mar, 99 | 2 | - |
| 31 Dec, 98 | - | - |
894 institutional shareholders have reduced their position in WFC stock as of 30 Jun 24 compared to 944 in the previous quarter (a -5.30% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 2,239 | -0.75% | 2,564,570,119 | -2.33% | 72.04% | 1.32% | 925 | -0.64% | 894 | -5.30% |
| 31 Mar, 24 | 2,256 | 2.08% | 2,625,875,774 | -3.20% | 73.76% | 1.31% | 931 | -3.62% | 944 | 7.03% |
| 31 Dec, 23 | 2,210 | 8.49% | 2,712,583,117 | 3.65% | 74.91% | 1.46% | 966 | 18.67% | 882 | 7.04% |
| 30 Sep, 23 | 2,037 | -1.50% | 2,617,095,792 | -3.34% | 71.72% | 1.34% | 814 | 1.62% | 824 | -7.10% |
| 30 Jun, 23 | 2,068 | -0.24% | 2,707,451,472 | -2.15% | 73.18% | 1.37% | 801 | -10.30% | 887 | 11.01% |
| 31 Mar, 23 | 2,073 | -3.13% | 2,767,001,440 | -1.75% | 73.09% | 1.33% | 893 | -7.94% | 799 | -0.37% |
| 31 Dec, 22 | 2,140 | 5.11% | 2,816,295,126 | 0.43% | 74.11% | 1.36% | 970 | 9.11% | 802 | 7.36% |
| 30 Sep, 22 | 2,036 | -1.97% | 2,804,122,032 | 1.18% | 73.86% | 1.38% | 889 | 6.21% | 747 | -10.86% |
| 30 Jun, 22 | 2,077 | -6.53% | 2,771,372,973 | 0.51% | 73.05% | 1.41% | 837 | -17.21% | 838 | 1.58% |
| 31 Mar, 22 | 2,222 | 2.82% | 2,757,256,043 | -1.93% | 71.97% | 1.50% | 1,011 | 3.59% | 825 | 2.48% |
| 31 Dec, 21 | 2,161 | 7.73% | 2,811,549,583 | -2.69% | 69.22% | 1.39% | 976 | 23.86% | 805 | -1.83% |
| 30 Sep, 21 | 2,006 | -0.99% | 2,889,291,017 | -1.82% | 70.64% | 1.41% | 788 | -9.01% | 820 | 6.77% |
| 30 Jun, 21 | 2,026 | 3.16% | 2,942,975,575 | 1.54% | 70.81% | 1.47% | 866 | -4.84% | 768 | 6.37% |
| 31 Mar, 21 | 1,964 | 5.82% | 2,898,328,193 | 0.63% | 69.49% | 1.42% | 910 | 18.18% | 722 | -13.84% |
| 31 Dec, 20 | 1,856 | 8.47% | 2,880,252,661 | 2.27% | 69.94% | 1.51% | 770 | 18.46% | 838 | 3.33% |
| 30 Sep, 20 | 1,711 | -6.50% | 2,816,239,255 | 0.14% | 68.15% | 1.45% | 650 | -18.65% | 811 | -1.58% |
| 30 Jun, 20 | 1,830 | -3.02% | 2,812,247,801 | -7.08% | 68.50% | 1.41% | 799 | -5.33% | 824 | 0.12% |
| 31 Mar, 20 | 1,887 | -13.48% | 3,026,575,418 | -3.38% | 69.77% | 1.28% | 844 | -12.27% | 823 | -7.42% |
| 31 Dec, 19 | 2,181 | 7.54% | 3,132,425,274 | -3.22% | 73.97% | 1.36% | 962 | 15.21% | 889 | 1.72% |
| 30 Sep, 19 | 2,028 | 0.05% | 3,236,652,003 | -3.70% | 73.76% | 1.32% | 835 | 9.44% | 874 | -8.00% |
| 30 Jun, 19 | 2,027 | -3.11% | 3,361,172,246 | -2.16% | 74.78% | 1.33% | 763 | -13.30% | 950 | 6.98% |
| 31 Mar, 19 | 2,092 | 0.24% | 3,435,289,613 | -2.61% | 74.94% | 1.39% | 880 | 18.28% | 888 | -13.53% |
| 31 Dec, 18 | 2,087 | 1.76% | 3,527,178,766 | -2.62% | 73.49% | 1.30% | 744 | 0.27% | 1,027 | 10.55% |
| 30 Sep, 18 | 2,051 | -0.68% | 3,622,066,243 | -3.15% | 75.10% | 1.28% | 742 | -3.01% | 929 | -4.52% |
| 30 Jun, 18 | 2,065 | -1.38% | 3,740,033,656 | -0.85% | 76.49% | 1.31% | 765 | -0.65% | 973 | -7.33% |
| 31 Mar, 18 | 2,094 | -2.06% | 3,772,008,253 | -0.35% | 76.51% | 1.34% | 770 | -16.12% | 1,050 | 12.42% |
| 31 Dec, 17 | 2,138 | 9.98% | 3,785,277,533 | 0.11% | 75.51% | 1.31% | 918 | 25.07% | 934 | 2.98% |
| 30 Sep, 17 | 1,944 | -2.02% | 3,781,120,316 | 0.01% | 75.97% | 1.35% | 734 | -12.41% | 907 | 4.98% |
| 30 Jun, 17 | 1,984 | -1.44% | 3,780,657,972 | -1.74% | 75.05% | 1.30% | 838 | 6.35% | 864 | -8.28% |
| 31 Mar, 17 | 2,013 | -1.42% | 3,847,505,163 | 0.50% | 75.88% | 1.35% | 788 | -6.19% | 942 | -3.78% |
| 31 Dec, 16 | 2,042 | 3.55% | 3,828,530,715 | 1.91% | 74.98% | 1.38% | 840 | -5.51% | 979 | 18.38% |
| 30 Sep, 16 | 1,972 | 0.61% | 3,756,796,861 | -1.04% | 73.80% | 1.34% | 889 | -10.56% | 827 | 17.97% |
| 30 Jun, 16 | 1,960 | -0.46% | 3,796,150,149 | -2.77% | 74.17% | 1.28% | 994 | -2.74% | 701 | 1.45% |
| 31 Mar, 16 | 1,969 | 0.66% | 3,904,120,114 | 0.20% | 76.01% | 1.36% | 1,022 | 1.49% | 691 | 5.18% |
| 31 Dec, 15 | 1,956 | 4.26% | 3,896,199,655 | -0.40% | 74.79% | 1.31% | 1,007 | 11.15% | 657 | -1.20% |
| 30 Sep, 15 | 1,876 | 0.11% | 3,911,940,132 | -0.83% | 75.46% | 1.31% | 906 | 4.26% | 665 | -6.86% |
| 30 Jun, 15 | 1,874 | 2.97% | 3,944,704,694 | -0.41% | 75.76% | 1.33% | 869 | 6.63% | 714 | 0.14% |
| 31 Mar, 15 | 1,820 | -1.52% | 3,960,926,871 | -1.92% | 75.54% | 1.31% | 815 | -2.86% | 713 | -1.38% |
| 31 Dec, 14 | 1,848 | 6.94% | 4,038,475,773 | 3.07% | 75.88% | 1.39% | 839 | 17.34% | 723 | -0.96% |
| 30 Sep, 14 | 1,728 | 0.99% | 3,918,164,094 | -2.77% | 73.90% | 1.30% | 715 | -8.68% | 730 | 10.11% |
| 30 Jun, 14 | 1,711 | 0.53% | 4,029,672,698 | 1.64% | 75.31% | 1.37% | 783 | 3.03% | 663 | -3.35% |
| 31 Mar, 14 | 1,702 | 1.86% | 3,964,796,703 | 0.77% | 74.25% | 1.38% | 760 | -3.68% | 686 | 8.03% |
| 31 Dec, 13 | 1,671 | 7.67% | 3,934,456,251 | 0.07% | 73.42% | 1.37% | 789 | 11.60% | 635 | 7.08% |
| 30 Sep, 13 | 1,552 | 2.71% | 3,931,606,910 | 3.38% | 73.20% | 1.46% | 707 | -35.67% | 593 | 111.03% |
| 30 Jun, 13 | 1,511 | 110.74% | 3,802,941,764 | -43.36% | 70.69% | 0.45% | 1,099 | 172.03% | 281 | 33.18% |
| 31 Mar, 13 | 717 | 2.72% | 6,714,747,809 | 363.91% | 125.43% | 17.15% | 404 | 4.12% | 211 | -9.05% |
| 31 Dec, 12 | 698 | 8.55% | 1,447,430,044 | -8.82% | 27.05% | 3.00% | 388 | 14.45% | 232 | 5.94% |
| 30 Sep, 12 | 643 | 7.71% | 1,587,369,176 | -12.05% | 30.02% | 2.60% | 339 | 4.31% | 219 | 12.31% |
| 30 Jun, 12 | 597 | -2.29% | 1,804,823,341 | 45.35% | 34.01% | 6.16% | 325 | -4.13% | 195 | -3.47% |
| 31 Mar, 12 | 611 | 3.56% | 1,241,667,095 | -19.78% | 23.50% | 2.73% | 339 | 7.96% | 202 | -1.46% |
| 31 Dec, 11 | 590 | 18.47% | 1,547,884,544 | 0.30% | 29.33% | 3.43% | 314 | 18.05% | 205 | 15.82% |
| 30 Sep, 11 | 498 | 0.40% | 1,543,190,989 | -77.59% | 29.25% | 0.17% | 266 | 4.72% | 177 | - |
| 30 Jun, 11 | 496 | -1.59% | 6,887,666,653 | 337.46% | 130.29% | 14.65% | 254 | -7.30% | 177 | 6.63% |
| 31 Mar, 11 | 504 | 9.09% | 1,574,466,583 | 25.09% | 29.83% | 5.14% | 274 | 9.16% | 166 | - |
| 31 Dec, 10 | 462 | 14.93% | 1,258,653,100 | -80.33% | 24.08% | 0.16% | 251 | 20.10% | 166 | 12.93% |
| 30 Sep, 10 | 402 | -2.43% | 6,397,418,269 | 419.68% | 122.09% | 21.95% | 209 | -5.86% | 147 | -3.92% |
| 30 Jun, 10 | 412 | -0.96% | 1,231,018,599 | 1.97% | 23.58% | 4.36% | 222 | -2.20% | 153 | 3.38% |
| 31 Mar, 10 | 416 | -0.48% | 1,207,292,201 | -4.90% | 23.26% | 3.28% | 227 | -5.02% | 148 | -0.67% |
| 31 Dec, 09 | 418 | 5.56% | 1,269,550,496 | 12.09% | 26.64% | 4.55% | 239 | 26.46% | 149 | -10.24% |
| 30 Sep, 09 | 396 | 0.76% | 1,132,665,401 | -79.96% | 24.21% | 0.15% | 189 | -10.43% | 166 | 12.16% |
| 30 Jun, 09 | 393 | 3.69% | 5,653,026,421 | 374.11% | 126.10% | 16.00% | 211 | -14.23% | 148 | 28.70% |
| 31 Mar, 09 | 379 | - | 1,192,332,993 | -4.00% | 28.07% | 2.08% | 246 | -1.99% | 115 | 8.49% |
| 31 Dec, 08 | 379 | 6.76% | 1,242,015,888 | 87.30% | 36.77% | 9.20% | 251 | 27.41% | 106 | -21.48% |
| 30 Sep, 08 | 355 | 10.94% | 663,105,557 | 34.41% | 19.99% | 9.00% | 197 | 12.57% | 135 | 14.41% |
| 30 Jun, 08 | 320 | -3.61% | 493,357,507 | 0.50% | 14.91% | 6.75% | 175 | -4.89% | 118 | -7.81% |
| 31 Mar, 08 | 332 | -5.68% | 490,879,696 | -12.33% | 14.86% | 5.32% | 184 | -4.66% | 128 | -1.54% |
| 31 Dec, 07 | 352 | 8.98% | 559,890,287 | 3.48% | 16.72% | 6.37% | 193 | 14.88% | 130 | 11.11% |
| 30 Sep, 07 | 323 | -1.52% | 541,078,402 | -14.11% | 16.20% | 4.59% | 168 | -8.70% | 117 | -2.50% |
| 30 Jun, 07 | 328 | 2.50% | 629,936,668 | 92.37% | 18.80% | 19.98% | 184 | 3.95% | 120 | 13.21% |
| 31 Mar, 07 | 320 | 0.95% | 327,454,065 | -41.75% | 9.70% | 3.48% | 177 | 0.57% | 106 | 4.95% |
| 31 Dec, 06 | 317 | 7.46% | 562,129,312 | -21.92% | 16.69% | 3.66% | 176 | -38.46% | 101 | 1342.86% |
| 30 Sep, 06 | 295 | -1.34% | 719,961,467 | 121.29% | 21.35% | 22.82% | 286 | 90.67% | 7 | -93.81% |
| 30 Jun, 06 | 299 | -1.64% | 325,354,730 | 12.97% | 9.67% | 13.15% | 150 | -1.96% | 113 | -4.24% |
| 31 Mar, 06 | 304 | 1.67% | 287,994,026 | 6.22% | 8.58% | 13.16% | 153 | -12.07% | 118 | 26.88% |
| 31 Dec, 05 | 299 | 7.17% | 271,121,908 | -92.58% | 8.07% | 0.07% | 174 | 12.99% | 93 | 10.71% |
| 30 Sep, 05 | 279 | -1.06% | 3,651,742,010 | 1213.05% | 108.24% | 159.45% | 154 | 9.22% | 84 | -16.00% |
| 30 Jun, 05 | 282 | 5.62% | 278,110,840 | -92.43% | 8.24% | 0.07% | 141 | - | 100 | 4.17% |
| 31 Mar, 05 | 267 | -2.20% | 3,672,848,077 | 0.04% | 108.32% | 0.92% | 141 | -5.37% | 96 | 7.87% |
| 31 Dec, 04 | 273 | 16.17% | 3,671,536,159 | 1376.53% | 108.48% | 200.18% | 149 | 14.62% | 89 | 15.58% |
| 30 Sep, 04 | 235 | 1.73% | 248,659,768 | -93.17% | 7.36% | 0.06% | 130 | 6.56% | 77 | -6.10% |
| 30 Jun, 04 | 231 | -6.10% | 3,639,472,867 | 1446.29% | 107.80% | 224.76% | 122 | -17.57% | 82 | 9.33% |
| 31 Mar, 04 | 246 | 9.33% | 235,367,873 | 14.42% | 6.93% | 18.50% | 148 | 12.12% | 75 | 4.17% |
| 31 Dec, 03 | 225 | 3.69% | 205,710,458 | -12.38% | 6.12% | 12.49% | 132 | 3.13% | 72 | 12.50% |
| 30 Sep, 03 | 217 | 16.04% | 234,762,804 | 32.84% | 7.00% | 25.17% | 128 | 13.27% | 64 | 18.52% |
| 30 Jun, 03 | 187 | 1.63% | 176,723,299 | -4.36% | 5.27% | 17.47% | 113 | 6.60% | 54 | -6.90% |
| 31 Mar, 03 | 184 | 3.37% | 184,787,818 | -1.21% | 5.49% | 18.18% | 106 | 9.28% | 58 | -3.33% |
| 31 Dec, 02 | 178 | - | 187,051,833 | -17.67% | 5.50% | 12.32% | 97 | 6.59% | 60 | -7.69% |
| 30 Sep, 02 | 178 | -1.66% | 227,207,705 | 9.76% | 6.68% | 18.24% | 91 | -7.14% | 65 | -1.52% |
| 30 Jun, 02 | 181 | 17.53% | 207,008,455 | -17.27% | 6.05% | 11.21% | 98 | -8.41% | 66 | 78.38% |
| 31 Mar, 02 | 154 | 22.22% | 250,229,741 | 44.91% | 7.35% | 28.72% | 107 | 46.58% | 37 | -15.91% |
| 31 Dec, 01 | 126 | 3.28% | 172,677,962 | -95.21% | 5.06% | 0.05% | 73 | 7.35% | 44 | -2.22% |
| 30 Sep, 01 | 122 | -1.61% | 3,601,284,907 | 1264.68% | 105.26% | 177.81% | 68 | -27.66% | 45 | 104.55% |
| 30 Jun, 01 | 124 | 4.20% | 263,891,465 | 14.49% | 7.69% | 17.06% | 94 | 27.03% | 22 | -24.14% |
| 31 Mar, 01 | 119 | 7.21% | 230,486,095 | 6.04% | 6.72% | 16.74% | 74 | -2.63% | 29 | 11.54% |
| 31 Dec, 00 | 111 | 19.35% | 217,367,860 | -1.80% | 6.33% | 13.87% | 76 | 18.75% | 26 | 23.81% |
| 30 Sep, 00 | 93 | -1.06% | 221,363,435 | 0.41% | 6.76% | 14.47% | 64 | -1.54% | 21 | 5.00% |
| 30 Jun, 00 | 94 | 16.05% | 220,469,999 | -1.51% | 6.83% | 15.70% | 65 | 20.37% | 20 | -13.04% |
| 31 Mar, 00 | 81 | 14.08% | 223,859,198 | -2.17% | 6.60% | 13.34% | 54 | 17.39% | 23 | 27.78% |
| 31 Dec, 99 | 71 | -1.39% | 228,829,168 | -16.85% | 7.03% | 10.09% | 46 | 2.22% | 18 | -5.26% |
| 30 Sep, 99 | 72 | 16.13% | 275,184,194 | -2.61% | 8.35% | 11.40% | 45 | 18.42% | 19 | 35.71% |
| 30 Jun, 99 | 62 | 24.00% | 282,568,540 | 3.38% | 8.56% | 12.43% | 38 | -17.39% | 14 | 600.00% |
| 31 Mar, 99 | 50 | 1150.00% | 273,317,384 | 28965.74% | 8.30% | 986689.31% | 46 | 1050.00% | 2 | - |
| 31 Dec, 98 | 4 | - | 940,342 | - | 0.03% | - | 4 | - | - | - |
Wells Fargo Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Wells Fargo's stock was made by Rivas Fernando on Jun 18 2024, selling 28 shares at $25.00 per share (valued at $700.00).
Wells Fargo Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 3 | - | - |
| Q2 2024 | 18 | 1 | 1800.00% |
| Q1 2024 | 95 | 125 | 76.00% |
| Q4 2023 | 8 | 7 | 114.29% |
| Q3 2023 | 4 | 1 | 400.00% |
| Q2 2023 | 18 | 4 | 450.00% |
| Q1 2023 | 96 | 117 | 82.05% |
| Q4 2022 | 15 | 9 | 166.67% |
| Q3 2022 | 14 | 2 | 700.00% |
| Q2 2022 | 38 | 17 | 223.53% |
| Q1 2022 | 68 | 79 | 86.08% |
| Q4 2021 | 8 | 5 | 160.00% |
| Q3 2021 | 9 | 8 | 112.50% |
| Q2 2021 | 25 | 14 | 178.57% |
| Q1 2021 | 55 | 51 | 107.84% |
| Q4 2020 | 14 | 8 | 175.00% |
| Q3 2020 | 11 | 5 | 220.00% |
| Q2 2020 | 28 | 14 | 200.00% |
| Q1 2020 | 58 | 53 | 109.43% |
| Q4 2019 | 12 | 5 | 240.00% |
3 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Wells Fargo's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | 1 | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | 1 | 1 | 100.00% |
| Q4 2022 | 3 | 1 | 300.00% |
| Q3 2022 | 3 | - | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | 1 | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | 4 | - | - |
| Q4 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Wells Fargo's stocks.
Wells Fargo Peer Ownership
WFC Ownership FAQ
Who Owns Wells Fargo?
Wells Fargo is owned by institutional shareholders (72.04%), insiders (0.08%), and public (27.89%). The largest institutional shareholder of Wells Fargo is VANGUARD GROUP INC (8.73% of total shares) and the top mutual fund owner is HIGHLAND FUNDS II (53.72% of total shares).
Who are the major institutional shareholders of Wells Fargo?
Wells Fargo's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., FMR LLC, STATE STREET CORP, and JPMORGAN CHASE & CO. The top five shareholders own together 28.44% of the company's share outstanding.
How many Wells Fargo shareholders are there?
As of Jun 2024, there are 2,239 institutional shareholders of Wells Fargo.
What percentage of Wells Fargo is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 310.73M shares of Wells Fargo, representing 8.73% of the company's total shares outstanding, valued at $18.45B (as of Jun 2024).
What percentage of Wells Fargo is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 253.97M shares of Wells Fargo (WFC), compromising 7.13% of the company, valued at $15.08B.
What percentage of Wells Fargo is owned by FMR LLC?
FMR LLC is the third largest holder of Wells Fargo. The company owns 189.08M of the company's shares outstanding (worth $11.23B).