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Who Owns Wells Fargo & Co

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Wells Fargo & Co.

Who crossed 5% of WFC →
Managers holding
137
as of 2026-09-30
Reported value
$385.3M
summed across filings
Shares held
4.8M
Added vs trimmed
51 / 52
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM991.4K shadded$79.4M
Mn Services Vermogensbeheer B.V.COM907.5K shadded$72.6M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock344.3K shtrimmed$27.6M
Gradient Investments LLCCOM214.9K shadded$17.2M
Farther Finance Advisors, LLCStock195.7K shadded$15.7M
SAPIENT CAPITAL LLCCOM174.8K shtrimmed$14M
Wedmont Private CapitalCOM159.8K shadded$13.1M
Adams Asset Advisors, LLCCOM156.5K shtrimmed$12.5M
Legacy Private Trust Co.COM138.1K shtrimmed$11.1M
Artemis Investment Management LLPCOM127.5K shadded$10.2M
GAMMA Investing LLCCommon Stock81.4K shadded$6.5M
Legacy Private Trust Co.COM78.7K shtrimmed$6.3M
HF Advisory Group, LLCCOM64.3K shadded$5.1M
Apella Capital, LLCCOM54K shadded$4.3M
Pacifica Partners Inc.COM48.9K shtrimmed$3.9M
Valeo Financial Advisors, LLCStock45K shtrimmed$3.6M
STABLEFORD CAPITAL II LLCCOM34.2K shtrimmed$2.7M
Deane Retirement Strategies, Inc.Stock34K shtrimmed$2.7M
MOODY NATIONAL BANK TRUST DIVISIONCOM32.7K shtrimmed$2.6M
Venture Visionary Partners LLCCOM32.3K shadded$2.6M
NEVILLE RODIE & SHAW INCCOM29.6K shheld$2.4M
Applied Capital LLC/FLCOM29.5K shtrimmed$2.4M
ARGUS INVESTORS' COUNSEL, INC.COM29.2K shtrimmed$2.3M
Central Pacific Bank - Trust DivisionCOM26.3K shtrimmed$2.1M
YHB Investment Advisors, Inc.COM26K shadded$2.1M
Peoples Bank/KSCommon Stock24.1K shtrimmed$1.9M
Everhart Financial Group, Inc.COM24K shadded$1.9M
Trinity Financial Advisors LLCCOM23.3K shtrimmed$1.9M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock22.1K shtrimmed$1.8M
Graves Light Lenhart Wealth, Inc.COM20.6K shtrimmed$1.6M
CANANDAIGUA NATIONAL BANK & TRUST COCom19.2K shtrimmed$1.5M
Breakwater Capital GroupCOM19K shtrimmed$1.5M
M.E. ALLISON & CO., INC.COM18.8K shadded$1.5M
Avidian Wealth Enterprises, LLCCOM17.8K shadded$1.4M
GILPIN WEALTH MANAGEMENT, LLCCOM17.6K shtrimmed$1.4M
Dickmeyer Boyce Financial Management, Inc.COM17.3K shtrimmed$1.4M
EASTERN BANKCOM16.1K shadded$1.3M
Castle Rock Wealth Management, LLCCOM15.4K shadded$1.3M
ECLECTIC ASSOCIATES INC /ADVCOM15.4K shadded$1.2M
Whalen Wealth Management Inc.COM14.5K shadded$1.2M
DAVIDSON TRUST COEquities14.5K shtrimmed$1.2M
DIVERSIFIED MANAGEMENT INCCOM14.2K shadded$1.1M
PARK NATIONAL CORP /OH/Com12.9K shtrimmed$1M
Hardin Capital Partners, LLCCOM12K shtrimmed$963.6K
WINEBRENNER CAPITAL MANAGEMENT LLCCOM11.3K shheld$903.2K
Monument Capital ManagementCOM11.2K shtrimmed$898.7K
PFW Advisors LLCCOM10.9K shadded$874K
Intelligence Driven Advisers, LLCCOM10.5K shtrimmed$842.9K
ROCKLAND TRUST COCOM10.4K shtrimmed$834.8K
Wealth Science Advisors LLCCOM10.4K shtrimmed$830.1K
STEPH & COCOM9.5K shheld$759.5K
First Heartland Consultants, Inc.COM9.4K shadded$753K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM9.2K shtrimmed$736.1K
JACOBS & CO/CACOM9.2K shheld$733K
CenterStar Asset Management, LLCCOM8.7K sh—$696.4K
CoreCap Advisors, LLCStock8.7K shtrimmed$696.2K
Plan A Wealth LLCCOM7.7K shtrimmed$614.8K
Weaver Consulting GroupCOM7.6K shadded$611.2K
Douglas Lane & Associates, LLCCOMMON7.5K shtrimmed$598.8K
DKM Wealth Management, Inc.COM7.3K shheld$583.8K
Cooper Financial GroupCOM7.2K shadded$577.2K
Sound Income Strategies, LLCCOM7K shadded$571.1K
Lincoln Capital LLCCOM7.1K shadded$568K
Mirador Capital Partners LPCOM7K shheld$558.4K
Dorato Capital ManagementCOM6.9K shtrimmed$551K
RIVERSEDGE ADVISORS, LLCCOM6.7K shadded$533.7K
Rosenberg Matthew HamiltonStock6.2K shadded$498.3K
Atlas Brown,Inc.Stock6.2K shheld$497.5K
SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM6K shadded$482.7K
Balefire, LLCCOM6K shadded$480K
Vann Equity Management LLCCOM6K shadded$477.1K
TITLEIST ASSET MANAGEMENT, LLCCOM5.9K shadded$473.7K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM5.8K shadded$464.8K
MRA Advisory GroupCOM5.8K shtrimmed$461.2K
Canandaigua National Trust Co of FloridaCom5.7K sh—$457.6K
Acropolis Investment Management, LLCCOM5.6K shtrimmed$448.1K
Gallagher Capital Advisors, LLCCOM5K shadded$401.2K
WoodTrust Financial CorpCOMMON4.9K shtrimmed$392K
Successful Portfolios LLCCOM4.7K shtrimmed$382.3K
Tactive Advisors, LLCCOM4.7K shtrimmed$375.4K
New Covenant Trust Company, N.A.COM4.6K shadded$369.8K
Byrne Asset Management LLCCOM4.5K shadded$360.6K
Grove Bank & TrustCOM4.2K shadded$338.9K
Decker Wealth Management LLCCOM4.1K sh—$332K
Koenig Investment Advisory, LLCStock4.1K shtrimmed$330.6K
LAWOOD & COCommon Stock4.1K shheld$329.6K
GK Wealth Management LLCCOM4.1K shtrimmed$325.8K
Kure Advisory, LLCCOM4K shadded$323K
EPIQ PARTNERS, LLCCOM4K shheld$320.2K
FINANCIAL MANAGEMENT NETWORK INCCOM4K shadded$319.1K
Bill Few Associates, Inc.COM3.9K shadded$313.9K
Capital Advisors Wealth Management, LLCCOM3.9K shadded$311.5K
Adelphi Trust CoCommon Stock3.8K shheld$307.5K
Great Waters Wealth ManagementCOM3.6K shtrimmed$287.3K
Sprinkle Financial Consultants LLCCOM3.5K shheld$278K
Shelter Rock Management, LLCCOM3.3K shadded$261.9K
Hamilton Capital, LLCCOM3.3K shadded$260.9K
Paragon Capital Management LtdCOM3.3K shheld$260.6K
Veery Capital, LLCCOM3.2K shtrimmed$257.8K
Aletheian Wealth Advisors LLCCOM3.2K shadded$256.6K
LifeGoal Investments, LLCCOM3.2K sh—$256.6K
Kearns & Associates LLCCOM3.2K shheld$256.2K
Heartwood Wealth Advisors LLCStock3.2K shadded$253.6K
JUNCTURE WEALTH STRATEGIES, LLCCOM3.1K shtrimmed$250.5K
Hummer Financial Advisory Services IncCOM3.1K shheld$250.2K
Trust CoStock3K shadded$236.4K
ATWOOD & PALMER INCCOM2.9K shheld$234.1K
Emergent Wealth Advisors, LLCCOM2.8K shtrimmed$224.8K
Bangor Savings BankCOM2.8K shtrimmed$224.1K
KWMG, LLCCOM2.8K shtrimmed$223.6K
Worth Asset Management, LLCStock2.7K sh—$218.8K
Galvin, Gaustad & Stein, LLCCOM2.7K shheld$214.6K
WALLER FINANCIAL PLANNING GROUP, INCCOM2.7K shheld$214K
SPRING CAPITAL MANAGEMENT, LLCCOM2.6K shheld$211.2K
Echo45 Advisors LLCCOM2.6K shadded$208.4K
Bath Savings Trust CoCommon Stock2.6K shheld$205.5K
Allen Mooney & Barnes Investment Advisors LLCStock2.5K shtrimmed$202.9K
Violich Capital Management, Inc.COM2.5K shheld$200.1K
Wealth Enhancement Trust Services, Inc.COM2.2K shtrimmed$173.9K
Bank & Trust CoCOM2K shheld$163.1K
ARMSTRONG ADVISORY GROUP, INCCOM2K shadded$157.7K
FIRST COMMUNITY TRUST NACOM1.7K shadded$132.1K
TOMPKINS FINANCIAL CORPCOM1.4K shtrimmed$108.1K
AMERICAN NATIONAL BANK & TRUSTCOM1.3K shtrimmed$100.1K
Bank of New HampshireCOM1.2K shheld$97.7K
Investors Research CorpCOM963 shheld$77.1K
ELEVATION WEALTH PARTNERS, LLCCOM610 shadded$48.8K
Paladin Partners, LLCStock540 shheld$43.2K
Retirement Wealth Solutions LLCCOM445 shadded$35.6K
VALLEY WEALTH MANAGERS, INC.Stock426 shheld$34.1K
Aventus Investment Advisors, Inc.Stock410 shheld$32.8K
TOTH FINANCIAL ADVISORY CORPCOM233 shadded$18.7K
Marquette Asset Management, LLCCOM220 shtrimmed$17.6K
Davis Capital ManagementStock87 shtrimmed$7K
Olistico Wealth, LLCStock55 shheld$4.4K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM14 sh—$1.1K
Bullock Wealth Management GroupStock3 shheld$260

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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