Wells Fargo Ownership


USD 45.94  0.69  1.52%   

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.
The current year Preferred Dividends Income Statement Impact is expected to grow to about 1.8 B, whereas Payment of Dividends and Other Cash Distributions is forecasted to decline to (10.7 B). Wells Fargo Weighted Average Shares is projected to decrease significantly based on the last few years of reporting. The past year's Weighted Average Shares was at 4.06 Billion. The current year Weighted Average Shares Diluted is expected to grow to about 5 B, whereas Issuance Purchase of Equity Shares is forecasted to decline to (7.9 B).
Wells Fargo owns a total of 3.99 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 about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Wells Stock Ownership Analysis

About 74.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.02. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Wells Fargo has Price/Earnings To Growth (PEG) ratio of 1.51. The entity last dividend was issued on the 4th of August 2022. 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 243674 people. For more information please call Charles Scharf at 866 249-3302 or visit www.wellsfargo.com.

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.
Security TypeSharesValue
Vanguard Group IncCommon Shares322.9 M12.6 B
Blackrock IncCommon Shares266.3 M10.4 B
Fmr LlcCommon Shares178.9 MB
Dodge CoxCommon Shares123.3 M4.8 B
Jpmorgan Chase CoCommon Shares86.6 M3.4 B
Geode Capital Management LlcCommon Shares66.5 M2.6 B
Primecap Management CoCommon Shares48.8 M1.9 B
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.
Wayne Hewett over a month ago via Macroaxis 
Acquisition by Wayne Hewett of 783 shares of Wells Fargo subject to Rule 16b-3
Michael Weinbach over a month ago via Macroaxis 
Exercise or conversion by Michael Weinbach of 73069 shares of Wells Fargo subject to Rule 16b-3
Derek Flowers over two months ago via Macroaxis 
Exercise or conversion by Derek Flowers of 4032 shares of Wells Fargo subject to Rule 16b-3
Kleber Santos over three months ago via Macroaxis 
Sale by Kleber Santos of 22700 shares of Wells Fargo
Kleber Santos over three months ago via Macroaxis 
Sale by Kleber Santos of 22700 shares of Wells Fargo
Norwood Felicia F over three months ago via Macroaxis 
Wells Fargo exotic insider transaction detected
Kyle Hranicky over three months ago via Macroaxis 
Exercise or conversion by Kyle Hranicky of 5010 shares of Wells Fargo subject to Rule 16b-3
Derek Flowers over three months ago via Macroaxis 
Exercise or conversion by Derek Flowers of 6200 shares of Wells Fargo subject to Rule 16b-3
Maria Morris over three months ago via Macroaxis 
Exercise or conversion by Maria Morris of 1384 shares of Wells Fargo subject to Rule 16b-3
Hranicky Kyle G over three months ago via Macroaxis 
Acquisition by Hranicky Kyle G of 7666 shares of Wells Fargo subject to Rule 16b-3
Hranicky Kyle G over six months ago via Macroaxis 
Exercise or conversion by Hranicky Kyle G of 14214 shares of Wells Fargo subject to Rule 16b-3
Charles Scharf over six months ago via Macroaxis 
Payment of 40152 shares by Charles Scharf of Wells Fargo subject to Rule 16b-3

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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Wells Fargo without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Options Analysis Now


Options Analysis

Analyze and evaluate options and option chains as a potential hedge for your portfolios
All  Next Launch Module

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Check out Your Current Watchlist. Note that the Wells Fargo information on this page should be used as a complementary analysis to other Wells Fargo's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Fund Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.

Complementary Tools for Wells Stock analysis

When running Wells Fargo price analysis, check to measure Wells Fargo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wells Fargo is operating at the current time. Most of Wells Fargo's value examination focuses on studying past and present price action to predict the probability of Wells Fargo's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Wells Fargo's price. Additionally, you may evaluate how the addition of Wells Fargo to your portfolios can decrease your overall portfolio volatility.
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
CEO Directory
Screen CEOs from public companies around the world
Is Wells Fargo's industry 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 YOY
Market Capitalization
174.3 B
Quarterly Revenue Growth YOY
Return On Assets
Return On Equity
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 Wells Fargo value 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.