Wells Fargo & Company shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $327k | 4.1k | 80.13 |
| 2024-03-31 | $208k | 3.6k | 58.02 |
| 2023-03-31 | $229k | 6.1k | 37.45 |
| 2022-12-31 | $352k | 8.5k | 41.25 |
| 2022-09-30 | $366k | 9.1k | 40.26 |
| 2022-06-30 | $365k | 9.3k | 39.12 |
| 2022-03-31 | $448k | 9.2k | 48.51 |
| 2021-12-31 | $453k | 9.5k | 47.94 |
| 2021-09-30 | $317k | 6.8k | 46.45 |
| 2021-06-30 | $400k | 8.8k | 45.25 |
| 2021-03-31 | $777k | 20k | 39.09 |
| 2020-12-31 | $1.0M | 34k | 30.19 |
| 2020-09-30 | $1.8M | 76k | 23.51 |
| 2020-06-30 | $3.1M | 120k | 25.60 |
| 2020-03-31 | $4.1M | 142k | 28.70 |
| 2019-12-31 | $8.0M | 148k | 53.80 |
| 2019-09-30 | $8.6M | 170k | 50.44 |
| 2019-06-30 | $9.3M | 197k | 47.32 |
| 2019-03-31 | $9.7M | 201k | 48.32 |
| 2018-12-31 | $9.5M | 205k | 46.08 |
| 2018-09-30 | $11M | 213k | 52.56 |
| 2018-06-30 | $12M | 221k | 55.44 |
| 2018-03-31 | $12M | 226k | 52.40 |
| 2017-12-31 | $14M | 234k | 60.67 |
| 2017-09-30 | $14M | 247k | 55.15 |
| 2017-06-30 | $14M | 252k | 55.41 |
| 2017-03-31 | $14M | 256k | 55.66 |
| 2016-12-31 | $14M | 259k | 55.11 |
| 2016-09-30 | $12M | 262k | 44.28 |
| 2016-06-30 | $12M | 257k | 47.33 |
| 2016-03-31 | $12M | 243k | 48.36 |
| 2015-12-31 | $13M | 234k | 54.36 |
| 2015-09-30 | $12M | 232k | 51.35 |
| 2015-06-30 | $13M | 230k | 56.24 |
| 2015-03-31 | $12M | 226k | 54.40 |
| 2014-12-31 | $12M | 216k | 54.82 |
| 2014-09-30 | $11M | 208k | 51.87 |
| 2014-06-30 | $11M | 208k | 52.56 |
| 2014-03-31 | $11M | 215k | 49.74 |
| 2013-12-31 | $9.7M | 213k | 45.40 |
| 2013-09-30 | $8.7M | 211k | 41.32 |
| 2013-06-30 | $8.5M | 206k | 41.27 |
| 2013-03-31 | $7.2M | 196k | 36.99 |
| 2012-12-31 | $5.6M | 163k | 34.18 |
| 2012-09-30 | $4.4M | 126k | 34.53 |
| 2012-06-30 | $4.0M | 120k | 33.44 |
| 2012-03-31 | $3.9M | 114k | 34.14 |
| 2011-12-31 | $2.8M | 101k | 27.56 |
| 2011-09-30 | $2.2M | 90k | 24.12 |
| 2011-06-30 | $2.4M | 84k | 28.06 |
| 2011-03-31 | $2.2M | 68k | 31.71 |
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