Wells Fargo Ownership

WFC Stock  USD 76.00  1.22  1.58%   
Wells Fargo retains a total of 3.29 Billion outstanding shares. The majority of Wells Fargo outstanding shares are owned by institutional investors. These institutions are usually referred to as non-private investors looking to purchase positions in Wells Fargo to benefit from reduced commissions. Consequently, other corporate entities are subject to a different set of regulations than regular investors in Wells Fargo. Please pay attention to any change in the institutional holdings of Wells Fargo as this could imply that something significant has changed or is about to change at the company. Please note that on February 14, 2025, Representative Michael McCaul of US Congress acquired $15k to $50k worth of Wells Fargo's common stock.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
3.4 B
Current Value
3.4 B
Avarage Shares Outstanding
3.1 B
Quarterly Volatility
1.6 B
 
Black Monday
 
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Some institutional investors establish a significant position in stocks such as Wells Fargo in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Wells Fargo, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wells Fargo. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide.

Wells Stock Ownership Analysis

About 78.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.58. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Wells Fargo recorded earning per share (EPS) of 5.37. The entity last dividend was issued on the 7th of February 2025. The firm had 2:1 split on the 14th of August 2006. Wells Fargo Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. Wells Fargo Company was founded in 1852 and is headquartered in San Francisco, California. Wells Fargo operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 239209 people. For more information please call Charles Scharf at 866 249 3302 or visit https://www.wellsfargo.com.
Besides selling stocks to institutional investors, Wells Fargo also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Wells Fargo's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Wells Fargo's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Wells Fargo Quarterly Liabilities And Stockholders Equity

1.93 Trillion

Wells Fargo Insider Trades History

Less than 1% of Wells Fargo are currently held by insiders. Unlike Wells Fargo's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Wells Fargo's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Wells Fargo's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Wells Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Wells Fargo is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wells Fargo backward and forwards among themselves. Wells Fargo's institutional investor refers to the entity that pools money to purchase Wells Fargo's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
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Nuveen Asset Management, Llc2024-09-30
29.8 M
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29.3 M
Primecap Management Company2024-12-31
25.5 M
Arrowstreet Capital Limited Partnership2024-09-30
25.1 M
Vanguard Group Inc2024-12-31
301.9 M
Blackrock Inc2024-12-31
257 M
Note, although Wells Fargo's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Wells Fargo Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wells Fargo insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wells Fargo's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wells Fargo insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Wells Fargo's latest congressional trading

Congressional trading in companies like Wells Fargo, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Wells Fargo by those in governmental positions are based on the same information available to the general public.
2025-02-14Representative Michael McCaulAcquired $15K to $50KVerify
2025-02-12Representative Emily RandallAcquired Under $15KVerify
2025-01-05Senator Mitch McConnellAcquired Under $15KVerify
2025-01-03Senator Mitch McConnellAcquired Under $15KVerify
2024-12-18Representative Michael McCaulAcquired $15K to $50KVerify
2024-12-06Representative Ro KhannaAcquired Under $15KVerify
2024-09-15Senator Mitch McConnellAcquired Under $15KVerify
2024-09-02Representative John JamesAcquired Under $15KVerify
2024-07-22Representative Michael McCaulAcquired $15K to $50KVerify
2024-06-13Senator Mitch McConnellAcquired Under $15KVerify
2024-06-12Senator Mitch McConnellAcquired Under $15KVerify
2024-03-19Senator Mitch McConnellAcquired Under $15KVerify
2024-03-18Senator Mitch McConnellAcquired Under $15KVerify
2023-12-19Senator Shelley Moore CapitoAcquired Under $15KVerify
2023-12-18Senator Shelley Moore CapitoAcquired Under $15KVerify
2023-12-17Senator Mitch McConnellAcquired Under $15KVerify
2023-09-15Senator Mitch McConnellAcquired Under $15KVerify
2023-09-14Senator Mitch McConnellAcquired Under $15KVerify
2023-06-14Senator Shelley Moore CapitoAcquired Under $15KVerify
2023-06-13Senator Mitch McConnellAcquired Under $15KVerify
2023-04-26Senator Dan SullivanAcquired Under $15KVerify
2023-03-28Senator Mitch McConnellAcquired Under $15KVerify
2023-03-27Senator Mitch McConnellAcquired Under $15KVerify
2023-01-17Senator Shelley Moore CapitoAcquired Under $15KVerify
2022-12-29Senator Mitch McConnellAcquired Under $15KVerify
2022-12-28Senator Mitch McConnellAcquired Under $15KVerify
2022-09-26Senator Mitch McConnellAcquired Under $15KVerify
2022-09-25Senator Mitch McConnellAcquired Under $15KVerify
2022-06-13Senator Mitch McConnellAcquired Under $15KVerify
2022-06-12Senator Mitch McConnellAcquired Under $15KVerify
2022-03-14Senator Mitch McConnellAcquired Under $15KVerify
2022-03-13Senator Mitch McConnellAcquired Under $15KVerify
2022-02-10Representative Alan S LowenthalAcquired $15K to $50KVerify
2022-01-19Representative Tom ColeAcquired $500,001 - $1,000,000Verify
2021-12-16Senator Mitch McConnellAcquired Under $15KVerify
2021-12-15Senator Mitch McConnellAcquired Under $15KVerify
2021-12-03Representative Peter WelchAcquired Under $15KVerify
2021-08-12Representative Stephanie BiceAcquired Under $15KVerify
2021-06-07Senator Mitch McConnellAcquired Under $15KVerify
2021-06-06Senator Mitch McConnellAcquired Under $15KVerify
2021-05-19Senator Shelley Moore CapitoAcquired Under $15KVerify
2021-05-18Senator Shelley Moore CapitoAcquired Under $15KVerify
2021-03-16Senator Mitch McConnellAcquired Under $15KVerify
2021-03-15Senator Mitch McConnellAcquired Under $15KVerify
2020-12-07Senator Mitch McConnellAcquired Under $15KVerify
2020-12-06Senator Mitch McConnellAcquired Under $15KVerify
2020-09-11Senator Mitch McConnellAcquired Under $15KVerify
2020-09-10Senator Mitch McConnellAcquired Under $15KVerify
2020-07-14Senator Shelley Moore CapitoAcquired $15K to $50KVerify
2020-07-13Senator Shelley Moore CapitoAcquired $15K to $50KVerify
2020-06-22Senator Mitch McConnellAcquired Under $15KVerify
2020-03-11Senator Mitch McConnellAcquired Under $15KVerify
2020-03-10Senator Mitch McConnellAcquired Under $15KVerify
2019-12-12Senator Mitch McConnellAcquired Under $15KVerify
2019-12-11Senator Mitch McConnellAcquired Under $15KVerify
2019-09-16Senator Mitch McConnellAcquired Under $15KVerify
2019-09-15Senator Mitch McConnellAcquired Under $15KVerify
2019-06-21Senator Mitch McConnellAcquired Under $15KVerify
2019-06-20Senator Mitch McConnellAcquired Under $15KVerify
2019-05-11Senator Shelley Moore CapitoAcquired $15K to $50KVerify
2019-05-10Senator Shelley Moore CapitoAcquired $15K to $50KVerify
2019-03-06Senator Mitch McConnellAcquired Under $15KVerify
2019-03-05Senator Mitch McConnellAcquired Under $15KVerify
2018-12-17Senator Mitch McConnellAcquired Under $15KVerify
2018-12-16Senator Mitch McConnellAcquired Under $15KVerify
2018-09-14Senator Mitch McConnellAcquired Under $15KVerify
2018-09-13Senator Mitch McConnellAcquired Under $15KVerify
2018-06-13Senator Mitch McConnellAcquired Under $15KVerify
2018-06-12Senator Mitch McConnellAcquired Under $15KVerify
2018-05-15Senator Mitch McConnellAcquired Under $15KVerify
2018-05-14Senator Mitch McConnellAcquired Under $15KVerify
2018-04-07Senator Shelley Moore CapitoAcquired $15K to $50KVerify
2018-04-06Senator Shelley Moore CapitoAcquired $15K to $50KVerify
2017-07-24Senator Shelley Moore CapitoAcquired Under $15KVerify
2017-07-23Senator Shelley Moore CapitoAcquired Under $15KVerify
2017-05-06Senator Shelley Moore CapitoAcquired Under $15KVerify
2017-05-05Senator Shelley Moore CapitoAcquired Under $15KVerify
2016-10-11Senator Susan M CollinsAcquired $15K to $50KVerify
2016-10-10Senator Susan M CollinsAcquired $15K to $50KVerify

Wells Fargo Outstanding Bonds

Wells Fargo issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wells Fargo uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wells bonds can be classified according to their maturity, which is the date when Wells Fargo has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Wells Fargo Corporate Filings

20th of February 2025
Prospectus used primarily for registering securities for public sale.
ViewVerify
13th of February 2025
Other Reports
ViewVerify
F4
11th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
28th of January 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

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When determining whether Wells Fargo offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Wells Fargo's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wells Fargo Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Wells Fargo Stock:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wells Fargo. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide.
You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
Is Diversified Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wells Fargo. If investors know Wells will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wells Fargo listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.659
Dividend Share
1.5
Earnings Share
5.37
Revenue Per Share
22.755
Quarterly Revenue Growth
0.005
The market value of Wells Fargo is measured differently than its book value, which is the value of Wells that is recorded on the company's balance sheet. Investors also form their own opinion of Wells Fargo's value that differs from its market value or its book value, called intrinsic value, which is Wells Fargo's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wells Fargo's market value can be influenced by many factors that don't directly affect Wells Fargo's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Wells Fargo's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wells Fargo is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wells Fargo's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.