# WELLS FARGO & CO (WFC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WFC/

- Reporting holders: 148
- Reported value: $320.6M
- Held through calls: 0.2%
- Held through puts: 2.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $79.4M | 991,358 | 0.9% | 32 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $27.6M | 344,260 | 1.8% | 32 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $17.4M | 138,092 | 0.9% | 17 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $17.2M | 214,893 | 0.2% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $15.7M | 195,700 | 0.1% | 16 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $14.0M | 174,833 | 0.2% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $13.1M | 159,800 | 0.3% | 20 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $12.5M | 156,544 | 1.3% | 27 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $10.2M | 127,539 | 0.1% | 19 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $6.5M | 81,412 | 0.2% | 12 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $5.1M | 64,296 | 1.5% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $4.3M | 53,994 | 0.1% | 18 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $3.9M | 48,913 | 1.2% | 28 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $3.6M | 44,959 | 0.1% | 32 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $2.8M | 35,049 | 0.5% | 27 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $2.7M | 34,196 | 0.9% | 14 |
| [Deane Retirement Strategies, Inc.](https://holderbook.com/funds/1659346-deane-retirement-strategies-inc/) | $2.7M | 33,980 | 1.1% | 2 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $2.6M | 32,746 | 0.2% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.6M | 32,329 | 0.1% | 24 |
| [Applied Capital LLC/FL](https://holderbook.com/funds/1965393-applied-capital-llc-fl/) | $2.4M | 29,497 | 0.9% | 16 |
| [ARGUS INVESTORS' COUNSEL, INC.](https://holderbook.com/funds/7195-argus-investors-counsel-inc/) | $2.3M | 29,151 | 1.8% | 19 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $2.3M | 28,976 | 1.8% | 8 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.1M | 26,258 | 0.2% | 11 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $2.1M | 26,045 | 0.1% | 32 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $1.9M | 24,083 | 1.9% | 13 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 148 | $320.6M |
| Q2 2026 | 2,883 | $215.5B |
| Q1 2026 | 2,833 | $193.4B |
| Q4 2025 | 2,922 | $234.6B |
| Q3 2025 | 2,676 | $222.5B |
| Q2 2025 | 2,649 | $210.3B |
| Q1 2025 | 2,565 | $188.9B |
| Q4 2024 | 2,573 | $189.4B |
| Q3 2024 | 2,256 | $157.5B |
| Q2 2024 | 2,270 | $167.4B |
| Q1 2024 | 2,220 | $173.9B |
| Q4 2023 | 2,165 | $148.3B |