WELLS FARGO & CO (WFC)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
148
Reporting holders
$320.6M
Reported value
0.2%
Calls
2.0%
Puts
-2,735
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $79.4M | 991,358 | 0.95% | 32q | +1.7%+$1.3M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $27.6M | 344,260 | 1.82% | 32q | -0.9%-$257.0K |
| Legacy Private Trust Co. | $17.4M | 138,092 | 0.95% | 17q | -0.7%-$125.2K |
| Gradient Investments LLC | $17.2M | 214,893 | 0.25% | 32q | +19.2%+$2.8M |
| Farther Finance Advisors, LLC | $15.7M | 195,700 | 0.11% | 16q | +12.5%+$1.7M |
| SAPIENT CAPITAL LLC | $14.0M | 174,833 | 0.19% | 12q | -50.5%-$14.3M |
| Wedmont Private Capital | $13.1M | 159,800 | 0.31% | 20q | +3.6%+$450.2K |
| Adams Asset Advisors, LLC | $12.5M | 156,544 | 1.27% | 27q | -1.9%-$248.2K |
| Artemis Investment Management LLP | $10.2M | 127,539 | 0.09% | 19q | +33.6%+$2.6M |
| GAMMA Investing LLC | $6.5M | 81,412 | 0.22% | 12q | +13.8%+$792.3K |
| HF Advisory Group, LLC | $5.1M | 64,296 | 1.53% | 16q | +5.6%+$273.2K |
| Apella Capital, LLC | $4.3M | 53,994 | 0.05% | 18q | +20.5%+$738.3K |
| Pacifica Partners Inc. | $3.9M | 48,913 | 1.18% | 28q | HELD |
| Valeo Financial Advisors, LLC | $3.6M | 44,959 | 0.08% | 32q | HELD |
| Marotta Asset Management | $2.8M | 35,049 | 0.48% | 27q | HELD |
| STABLEFORD CAPITAL II LLC | $2.7M | 34,196 | 0.95% | 14q | -0.6%-$17.5K |
| Deane Retirement Strategies, Inc. | $2.7M | 33,980 | 1.11% | 2q | -0.9%-$23.4K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.6M | 32,746 | 0.22% | 32q | -4.3%-$118.7K |
| Venture Visionary Partners LLC | $2.6M | 32,329 | 0.07% | 24q | +8.1%+$194.8K |
| Applied Capital LLC/FL | $2.4M | 29,497 | 0.94% | 16q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $2.3M | 29,151 | 1.81% | 19q | -0.6%-$14.2K |
| Roxbury Financial LLC | $2.3M | 28,976 | 1.79% | 8q | HELD |
| Central Pacific Bank - Trust Division | $2.1M | 26,258 | 0.22% | 11q | -1.6%-$33.3K |
| YHB Investment Advisors, Inc. | $2.1M | 26,045 | 0.13% | 32q | +1.8%+$36.8K |
| Peoples Bank/KS | $1.9M | 24,083 | 1.88% | 13q | -1.3%-$26.2K |
| Everhart Financial Group, Inc. | $1.9M | 23,996 | 0.12% | 15q | +3.5%+$65.3K |
| Trinity Financial Advisors LLC | $1.9M | 23,269 | 0.48% | 22q | -11.5%-$242.7K |
| MassMutual Private Wealth & Trust, FSB | $1.8M | 22,135 | 0.05% | 32q | -3.7%-$67.8K |
| Graves Light Lenhart Wealth, Inc. | $1.6M | 20,591 | 0.15% | 32q | -0.8%-$13.1K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.5M | 19,206 | 0.13% | 20q | -7.4%-$122.0K |
| Breakwater Capital Group | $1.5M | 18,988 | 0.18% | 16q | -1.3%-$19.4K |
| M.E. ALLISON & CO., INC. | $1.5M | 18,787 | 0.84% | 8q | HELD |
| Avidian Wealth Enterprises, LLC | $1.4M | 17,781 | 0.04% | 28q | +10.7%+$137.6K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.4M | 17,608 | 0.95% | 4q | -1.1%-$15.4K |
| Boltwood Capital Management | $1.4M | 17,465 | 0.32% | 32q | +1.8%+$24.4K |
| Dickmeyer Boyce Financial Management, Inc. | $1.4M | 17,259 | 0.71% | 3q | HELD |
| EASTERN BANK | $1.3M | 16,113 | 0.02% | 9q | +4.7%+$58.0K |
| Castle Rock Wealth Management, LLC | $1.3M | 15,378 | 0.24% | 24q | HELD |
| ECLECTIC ASSOCIATES INC /ADV | $1.2M | 15,394 | 0.14% | 23q | +1.8%+$21.6K |
| Whalen Wealth Management Inc. | $1.2M | 14,525 | 0.50% | 5q | +0.9%+$10.3K |
| DAVIDSON TRUST CO | $1.2M | 14,487 | 0.46% | 28q | HELD |
| DIVERSIFIED MANAGEMENT INC | $1.1M | 14,197 | 0.20% | 4q | +170.2%+$715.8K |
| PARK NATIONAL CORP /OH/ | $1.0M | 12,864 | 0.03% | 32q | -0.5%-$5.3K |
| Hardin Capital Partners, LLC | $963.6K | 12,037 | 0.47% | 10q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $903.2K | 11,283 | 0.58% | 8q | HELD |
| Monument Capital Management | $898.7K | 11,227 | 0.19% | 22q | -3.7%-$34.1K |
| PFW Advisors LLC | $874.0K | 10,918 | 0.26% | 14q | +1.3%+$10.9K |
| Intelligence Driven Advisers, LLC | $842.9K | 10,530 | 0.15% | 10q | HELD |
| ROCKLAND TRUST CO | $834.8K | 10,429 | 0.03% | 32q | -5.7%-$50.4K |
| Wealth Science Advisors LLC | $830.1K | 10,370 | 0.35% | 4q | -13.5%-$129.9K |
| Montecito Bank & Trust | $814.8K | 10,179 | 0.12% | 31q | -0.6%-$4.6K |
| STEPH & CO | $759.5K | 9,488 | 0.19% | 28q | HELD |
| First Heartland Consultants, Inc. | $753.0K | 9,407 | 0.05% | 9q | +2.6%+$19.3K |
| Versant Capital Management, Inc | $737.5K | 9,213 | 0.06% | 32q | +31.4%+$176.4K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $736.1K | 9,196 | 0.14% | 24q | -9.0%-$72.9K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $723.4K | 9,037 | 0.05% | 32q | -49.3%-$703.4K |
| CenterStar Asset Management, LLC | $696.4K | options only | 0.16% | new | OPTIONS |
| CoreCap Advisors, LLC | $696.2K | 8,696 | 0.02% | 9q | -2.7%-$19.1K |
| Plan A Wealth LLC | $614.8K | 7,680 | 0.22% | 8q | HELD |
| Weaver Consulting Group | $611.2K | 7,635 | 0.12% | 23q | +2.3%+$13.7K |
| Douglas Lane & Associates, LLC | $598.8K | 7,480 | 0.01% | 32q | -1.2%-$7.2K |
| DKM Wealth Management, Inc. | $583.8K | 7,293 | 0.37% | 8q | HELD |
| Cooper Financial Group | $577.2K | 7,211 | 0.05% | 11q | +7.9%+$42.5K |
| Sound Income Strategies, LLC | $571.1K | 6,962 | 0.03% | 32q | HELD |
| GLP Holdings LLLP | $569.7K | 7,117 | 0.45% | 4q | HELD |
| Lincoln Capital LLC | $568.0K | 7,096 | 0.10% | 22q | HELD |
| Mirador Capital Partners LP | $558.4K | 6,976 | 0.06% | 12q | HELD |
| Dorato Capital Management | $551.0K | 6,865 | 0.37% | 4q | -3.1%-$17.7K |
| RIVERSEDGE ADVISORS, LLC | $533.7K | 6,668 | 0.07% | 2q | +27.8%+$116.0K |
| DOLIVER ADVISORS, LP | $513.4K | 6,414 | 0.11% | 32q | -6.9%-$38.0K |
| Rosenberg Matthew Hamilton | $498.3K | 6,225 | 0.09% | 27q | +3.9%+$18.6K |
| Atlas Brown,Inc. | $497.5K | 6,215 | 0.13% | 23q | HELD |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $482.7K | 6,030 | 0.29% | 16q | HELD |
| Balefire, LLC | $480.0K | 5,996 | 0.08% | 6q | +7.2%+$32.3K |
| Vann Equity Management LLC | $477.1K | 5,960 | 0.28% | 3q | +3.2%+$15.0K |
| TITLEIST ASSET MANAGEMENT, LLC | $473.7K | 5,918 | 0.03% | 13q | +8.5%+$37.0K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $464.8K | 5,805 | 0.33% | 4q | +33.1%+$115.5K |
| MRA Advisory Group | $461.2K | 5,762 | 0.17% | new | NEW |
| Canandaigua National Trust Co of Florida | $457.6K | 5,717 | 0.25% | new | NEW |
| Acropolis Investment Management, LLC | $448.1K | 5,598 | 0.02% | 5q | -53.3%-$512.0K |
| First Citizens Financial Corp | $428.4K | 5,352 | 0.18% | 13q | -0.5%-$2.3K |
| Gallagher Capital Advisors, LLC | $401.2K | 5,011 | 0.22% | 2q | +0.6%+$2.2K |
| Successful Portfolios LLC | $382.3K | 4,713 | 0.18% | 23q | HELD |
| Tactive Advisors, LLC | $375.4K | 4,690 | 0.09% | 6q | -9.6%-$40.0K |
| New Covenant Trust Company, N.A. | $369.8K | 4,619 | 0.26% | 11q | +7.6%+$26.0K |
| Coastline Trust Co | $366.6K | 4,580 | 0.03% | 23q | -34.1%-$190.0K |
| Byrne Asset Management LLC | $360.6K | 4,493 | 0.20% | 20q | +0.9%+$3.2K |
| Grove Bank & Trust | $338.9K | 4,234 | 0.03% | 32q | HELD |
| Decker Wealth Management LLC | $332.0K | 4,147 | 0.07% | new | NEW |
| Koenig Investment Advisory, LLC | $330.6K | 4,130 | 0.24% | 4q | -5.7%-$20.0K |
| LAWOOD & CO | $329.6K | 4,118 | 0.23% | 4q | HELD |
| GK Wealth Management LLC | $325.8K | 4,070 | 0.18% | 2q | -23.5%-$100.3K |
| Kure Advisory, LLC | $323.0K | 4,035 | 0.15% | 4q | +0.8%+$2.6K |
| EPIQ PARTNERS, LLC | $320.2K | 4,000 | 0.14% | 12q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $319.1K | 3,966 | 0.05% | 6q | +31.3%+$76.0K |
| Bill Few Associates, Inc. | $313.9K | 3,921 | 0.06% | 12q | HELD |
| Capital Advisors Wealth Management, LLC | $311.5K | 3,892 | 0.04% | 8q | HELD |
| Adelphi Trust Co | $307.5K | 3,841 | 0.20% | 4q | HELD |
| Stonebridge Financial Group, LLC | $289.8K | 3,620 | 0.02% | 4q | +1.7%+$5.0K |
| Great Waters Wealth Management | $287.3K | 3,589 | 0.03% | 10q | -5.8%-$17.8K |
Showing the largest 100 of 153 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-23 | 2026-09-23 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 148 | $320.6M | 3,912,216 | 8 | 45 | 45 | 2.2% |
| Q2 2026 | 2,883 | $215.5B | 2,517,974,243 | 171 | 962 | 1,020 | 3.4% |
| Q1 2026 | 2,833 | $193.4B | 2,345,167,908 | 145 | 918 | 1,081 | 3.6% |
| Q4 2025 | 2,922 | $234.6B | 2,417,552,102 | 221 | 947 | 898 | 4.0% |
| Q3 2025 | 2,676 | $222.5B | 2,540,866,714 | 169 | 952 | 862 | 4.3% |
| Q2 2025 | 2,649 | $210.3B | 2,496,228,031 | 204 | 935 | 850 | 4.9% |
| Q1 2025 | 2,565 | $188.9B | 2,525,072,320 | 163 | 852 | 923 | 4.1% |
| Q4 2024 | 2,573 | $189.4B | 2,554,401,942 | 277 | 738 | 863 | 5.2% |
| Q3 2024 | 2,256 | $157.5B | 2,666,677,003 | 135 | 671 | 855 | 4.3% |
| Q2 2024 | 2,270 | $167.4B | 2,702,780,947 | 160 | 679 | 850 | 4.1% |
| Q1 2024 | 2,220 | $173.9B | 2,868,938,810 | 179 | 622 | 898 | 4.5% |
| Q4 2023 | 2,165 | $148.3B | 2,865,964,087 | 197 | 583 | 829 | 4.9% |
| Q3 2023 | 1,982 | $121.3B | 2,745,173,503 | 97 | 614 | 754 | 7.1% |
| Q2 2023 | 2,005 | $121.6B | 2,711,367,611 | 138 | 544 | 833 | 4.9% |
| Q1 2023 | 1,995 | $116.7B | 2,971,293,520 | 118 | 682 | 719 | 4.8% |
| Q4 2022 | 2,074 | $122.5B | 2,828,502,961 | 140 | 637 | 731 | 4.6% |
| Q3 2022 | 1,965 | $119.6B | 2,833,685,532 | 97 | 645 | 691 | 4.6% |
| Q2 2022 | 1,999 | $114.3B | 2,775,161,490 | 87 | 649 | 776 | 4.9% |
| Q1 2022 | 2,139 | $161.8B | 3,195,863,137 | 172 | 721 | 776 | 4.3% |
| Q4 2021 | 2,081 | $146.1B | 2,847,120,754 | 144 | 585 | 747 | 6.5% |
| Q3 2021 | 1,919 | $165.2B | 3,360,567,645 | 95 | 583 | 755 | 5.6% |
| Q2 2021 | 1,943 | $162.9B | 3,419,819,265 | 169 | 611 | 733 | 5.1% |
| Q1 2021 | 1,879 | $121.2B | 2,907,191,736 | 223 | 626 | 671 | 6.4% |
| Q4 2020 | 1,769 | $96.0B | 2,918,969,308 | 175 | 446 | 817 | 8.2% |
| Q3 2020 | 1,623 | $71.0B | 2,835,879,390 | 80 | 493 | 799 | 6.2% |
| Q2 2020 | 1,756 | $76.2B | 2,827,219,483 | 160 | 603 | 799 | 5.1% |
| Q1 2020 | 1,812 | $90.4B | 3,046,090,835 | 109 | 675 | 806 | 3.2% |
| Q4 2019 | 2,099 | $178.4B | 3,215,175,388 | 102 | 628 | 818 | 2.9% |
| Q3 2019 | 1,954 | $169.5B | 3,251,447,768 | 101 | 641 | 832 | 3.3% |
| Q2 2019 | 1,962 | $166.6B | 3,400,834,655 | 92 | 600 | 895 | 3.5% |
| Q1 2019 | 2,021 | $170.5B | 3,446,575,017 | 114 | 665 | 842 | 2.3% |
| Q4 2018 | 2,019 | $170.7B | 3,606,419,384 | 13 | 27 | 41 | 2.7% |