Also trades as: WFC (NYSE) · $vol 1240M · WFC-PQ (NYSE) · $vol 5M · WFC-PZ (NYSE) · $vol 5M · WFC-PA (NYSE) · $vol 3M · WFC-PR (NYSE) · $vol 3M · WFC-PD (NYSE) · $vol 2M · WFC-PC (NYSE) · $vol 2M · WFC-PY (NYSE) · $vol 2M · WFCS.TO (TSX) · $vol 0M · NWT.DE (XETRA) · $vol 0M · WFC.SW (SIX) · $vol 0M · WFCNP (OTC) · $vol 0M
WFC-PL Institutional Ownership
Wells Fargo & Company
1W: -0.4%
1M: -1.2%
3M: -10.2%
YTD: -11.9%
1Y: -13.4%
3Y: +16.2%
5Y: -7.6%
$1,058.24
-3.01 (-0.28%)
Weekly Expected Move ±1.6%
$1031
$1048
$1065
$1082
$1100
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Institutional Ownership — WFC-PL
277
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
15
New Positions
70
Increased
91
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (287 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Russell Investments Group, Ltd. | 5,904,000 | $6.2B | +1,000,000 | +20.4% | 6Q | SEC ↗ |
| 2 | VOYA INVESTMENT MANAGEMENT LLC | 574,721 | $608M | +6,230 | +1.1% | 17Q | SEC ↗ |
| 3 | BlackRock, Inc. | 270,223 | $286M | -22,950 | -7.8% | 8Q | SEC ↗ |
| 4 | FIRST TRUST ADVISORS LP | 158,555 | $168M | — | +0.0% | 19Q | SEC ↗ |
| 5 | MILLENNIUM MANAGEMENT LLC NEW | 156,000 | $165M | — | +0.0% | 1Q | SEC ↗ |
| 6 | ADVENT CAPITAL MANAGEMENT /DE | 152,080 | $161M | +3,858 | +2.6% | 19Q | SEC ↗ |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 74,026 | $78M | +5,524 | +8.1% | 19Q | SEC ↗ |
| 8 | STATE STREET CORP | 59,858 | $63M | +9,600 | +19.1% | 19Q | SEC ↗ |
| 9 | STONEBRIDGE ADVISORS LLC | 59,744 | $63M | -1,913 | -3.1% | 19Q | SEC ↗ |
| 10 | MANUFACTURERS LIFE INSURANCE COMPANY, | 56,500 | $60M | -1,040 | -1.8% | 19Q | SEC ↗ |
| 11 | Allianz Asset Management GmbH | 53,940 | $57M | — | +0.0% | 19Q | SEC ↗ |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 46,731 | $49M | -196 | -0.4% | 9Q | SEC ↗ |
| 13 | Invesco Ltd. | 46,014 | $49M | +89 | +0.2% | 19Q | SEC ↗ |
| 14 | Nuveen, LLC | 45,288 | $48M | -1,032 | -2.2% | 6Q | SEC ↗ |
| 15 | MORGAN STANLEY | 41,968 | $44M | -4,506 | -9.7% | 19Q | SEC ↗ |
| 16 | FMR LLC | 41,074 | $43M | -1,768 | -4.1% | 19Q | SEC ↗ |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 34,207 | $36M | -1,726 | -4.8% | 17Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 28,528 | $30M | -326 | -1.1% | 15Q | SEC ↗ |
| 19 | Focus Partners Wealth | 25,922 | $27M | +892 | +3.6% | 9Q | SEC ↗ |
| 20 | First Eagle Investment Management, LLC | 25,741 | $27M | — | +0.0% | 19Q | SEC ↗ |
| 21 | SSI INVESTMENT MANAGEMENT LLC | 16,774 | $18M | -1,658 | -9.0% | 19Q | SEC ↗ |
| 22 | PIER 88 INVESTMENT PARTNERS LLC | 16,280 | $17M | +2,700 | +19.9% | 17Q | SEC ↗ |
| 23 | MacKay Shields LLC | 14,748 | $16M | -12 | -0.1% | 15Q | SEC ↗ |
| 24 | NEW ENGLAND ASSET MANAGEMENT INC | 13,275 | $14M | — | +0.0% | 19Q | SEC ↗ |
| 25 | Galvin, Gaustad & Stein, LLC | 13,266 | $14M | +276 | +2.1% | 19Q | SEC ↗ |
| 26 | KCM INVESTMENT ADVISORS LLC | 10,887 | $12M | -229 | -2.1% | 19Q | SEC ↗ |
| 27 | CAMDEN ASSET MANAGEMENT L P /CA | 10,594 | $11M | +9,539 | +904.2% | 19Q | SEC ↗ |
| 28 | Stratos Wealth Partners, LTD. | 9,738 | $10M | +383 | +4.1% | 18Q | SEC ↗ |
| 29 | COHEN & STEERS, INC. | 9,386 | $10M | — | +0.0% | 19Q | SEC ↗ |
| 30 | UBS Group AG | 9,118 | $10M | +177 | +2.0% | 19Q | SEC ↗ |
| 31 | CRAWFORD INVESTMENT COUNSEL INC | 8,465 | $9M | -31 | -0.4% | 19Q | SEC ↗ |
| 32 | RAYMOND JAMES FINANCIAL INC | 8,253 | $9M | +34 | +0.4% | 7Q | SEC ↗ |
| 33 | STIFEL FINANCIAL CORP | 8,207 | $9M | -1,065 | -11.5% | 19Q | SEC ↗ |
| 34 | RATIONAL ADVISORS, INC. | 8,200 | $9M | -8,200 | -50.0% | 13Q | SEC ↗ |
| 35 | RB Capital Management, LLC | 8,167 | $9M | -79 | -1.0% | 19Q | SEC ↗ |
| 36 | LPL Financial LLC | 8,124 | $9M | +19 | +0.2% | 17Q | SEC ↗ |
| 37 | CONNING INC. | 7,490 | $8M | — | +0.0% | 15Q | SEC ↗ |
| 38 | Kestra Advisory Services, LLC | 6,889 | $7M | +199 | +3.0% | 19Q | SEC ↗ |
| 39 | Phraction Management LLC | 6,522 | $7M | +85 | +1.3% | 19Q | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 6,133 | $6M | +288 | +4.9% | 19Q | SEC ↗ |
| 41 | Penn Mutual Asset Management | 6,000 | $6M | — | +0.0% | 16Q | SEC ↗ |
| 42 | ICON ADVISERS INC/CO NEW | 5,383 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Ameritas Advisory Services, LLC | 5,095 | $5M | +1,295 | +34.1% | 7Q | SEC ↗ |
| 44 | Hudson Capital Management LLC | 5,066 | $5M | +88 | +1.8% | 19Q | SEC ↗ |
| 45 | ALLIANCEBERNSTEIN L.P. | 5,049 | $5M | -2,732 | -35.1% | 19Q | SEC ↗ |
| 46 | WHALEROCK POINT PARTNERS, LLC | 5,025 | $5M | -110 | -2.1% | 3Q | SEC ↗ |
| 47 | FRANKLIN RESOURCES INC | 5,013 | $5M | — | +0.0% | 19Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 4,542 | $5M | -75 | -1.6% | 19Q | SEC ↗ |
| 49 | FIRST MANHATTAN CO. LLC. | 4,473 | $5M | -2,925 | -39.5% | 6Q | SEC ↗ |
| 50 | LAFFER TENGLER INVESTMENTS, INC. | 4,451 | $5M | +22 | +0.5% | 53Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 156,000 | $165M |
| ICON ADVISERS INC/CO | 5,383 | $6M |
| EVERETT HARRIS & CO /CA | 1,585 | $2M |
| SJBENEN ADVISORY, LLC | 532 | $563K |
| MONECO ADVISORS, LLC | 305 | $323K |
| Evanson Financial, LLC | 250 | $265K |
| IFG Advisory, LLC | 218 | $231K |
| Integrated Wealth Concepts LLC | 128 | $135K |
| Anchor Bay Capital, Inc. | 65 | $69K |
| LOGAN CAPITAL MANAGEMENT INC | 44 | $47K |
| LANARK FINANCIAL, INC. | 28 | $30K |
| FIDUCIARY FINANCIAL ADVISORS | 10 | $11K |
| Triumph Capital Management | 9 | $10K |
| Global Retirement Partners, LLC | 3 | $3K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NEW YORK STATE COMMON RETIREMENT FU | 6,320 | $7M |
| HSBC HOLDINGS PLC | 3,682 | $4M |
| JANE STREET GROUP, LLC | 3,406 | $4M |
| EVOLVE PRIVATE WEALTH, LLC | 1,074 | $1M |
| BARCLAYS PLC | 975 | $1M |
| StoneX Group Inc. | 951 | $1M |
| Arkadios Wealth Advisors | 475 | $503K |
| SEARLE & CO. | 469 | $496K |
| TWO SIGMA SECURITIES, LLC | 393 | $416K |
| Westshore Wealth, LLC | 306 | $324K |
| SCOTIA CAPITAL INC. | 270 | $286K |
| Valeo Financial Advisors, LLC | 245 | $259K |
| BAILARD, INC. | 235 | $249K |
| World Investment Advisors | 227 | $240K |
| ZAZOVE ASSOCIATES LLC | 220 | $233K |
| Diesslin Group, Inc. | 201 | $213K |
| Ground Swell Capital, LLC | 193 | $204K |
| Wealthcare Advisory Partners LLC | 188 | $199K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 174 | $184K |
| Riverview Trust Co | 167 | $177K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Russell Investments Group, Ltd. | +1,000,000 | +20.4% | 5,904,000 |
| STATE STREET CORP | +9,600 | +19.1% | 59,858 |
| CAMDEN ASSET MANAGEMENT L P /CA | +9,539 | +904.2% | 10,594 |
| VOYA INVESTMENT MANAGEMENT LLC | +6,230 | +1.1% | 574,721 |
| VICTORY CAPITAL MANAGEMENT INC | +5,524 | +8.1% | 74,026 |
| ADVENT CAPITAL MANAGEMENT /DE | +3,858 | +2.6% | 152,080 |
| PIER 88 INVESTMENT PARTNERS LLC | +2,700 | +19.9% | 16,280 |
| HRT FINANCIAL LP | +1,706 | +269.5% | 2,339 |
| Corient Private Wealth LP | +1,442 | +175.2% | 2,265 |
| Ameritas Advisory Services, LLC | +1,295 | +34.1% | 5,095 |
| Focus Partners Wealth | +892 | +3.6% | 25,922 |
| NEUBERGER BERMAN GROUP LLC | +810 | +31.7% | 3,366 |
| IMA Advisory Services, Inc. | +706 | +830.6% | 791 |
| Stratos Wealth Partners, LTD. | +383 | +4.1% | 9,738 |
| Marex Group Ltd | +359 | +137.0% | 621 |
| WHITTIER TRUST CO | +322 | +35.2% | 1,236 |
| Baird Financial Group, Inc. | +288 | +4.9% | 6,133 |
| Seven Springs Wealth Group, LLC | +279 | +8.3% | 3,628 |
| Galvin, Gaustad & Stein, LLC | +276 | +2.1% | 13,266 |
| OSAIC HOLDINGS, INC. | +270 | +15.0% | 2,071 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -22,950 | -7.8% | 270,223 |
| RATIONAL ADVISORS, INC. | -8,200 | -50.0% | 8,200 |
| MORGAN STANLEY | -4,506 | -9.7% | 41,968 |
| PALISADE CAPITAL MANAGEMENT, LP | -3,178 | -41.8% | 4,420 |
| FIRST MANHATTAN CO. LLC. | -2,925 | -39.5% | 4,473 |
| ALLIANCEBERNSTEIN L.P. | -2,732 | -35.1% | 5,049 |
| STONEBRIDGE ADVISORS LLC | -1,913 | -3.1% | 59,744 |
| FMR LLC | -1,768 | -4.1% | 41,074 |
| WELLINGTON MANAGEMENT GROUP LLP | -1,726 | -4.8% | 34,207 |
| SSI INVESTMENT MANAGEMENT LLC | -1,658 | -9.0% | 16,774 |
| STIFEL FINANCIAL CORP | -1,065 | -11.5% | 8,207 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -1,040 | -1.8% | 56,500 |
| Nuveen, LLC | -1,032 | -2.2% | 45,288 |
| LM Advisors LLC | -536 | -13.4% | 3,458 |
| JT Stratford LLC | -496 | -37.4% | 830 |
| Patriot Financial Group Insurance A | -461 | -50.0% | 461 |
| NORRIS PERNE & FRENCH LLP/MI | -447 | -12.7% | 3,073 |
| BANK OF AMERICA CORP /DE | -326 | -1.1% | 28,528 |
| GOLDMAN SACHS GROUP INC | -230 | -6.5% | 3,324 |
| KCM INVESTMENT ADVISORS LLC | -229 | -2.1% | 10,887 |