WFC Wells Fargo & Company
Wells Fargo & Company (WFC) Institutional Ownership
What the institutions did with WFC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 991.4K | 76.3% |
| Marotta Asset Management | 35.0K | 2.7% |
| NEVILLE RODIE & SHAW INC | 29.6K | 2.3% |
| Roxbury Financial LLC | 29.0K | 2.2% |
| Central Pacific Bank - Trust Division | 26.3K | 2.0% |
| CX Institutional | 22.3K | 1.7% |
| MassMutual Private Wealth & Trust, FSB | 22.1K | 1.7% |
| Boltwood Capital Management | 17.5K | 1.3% |
| EASTERN BANK | 16.1K | 1.2% |
| PARK NATIONAL CORP /OH/ | 12.9K | 1.0% |
| ROCKLAND TRUST CO | 10.4K | 0.8% |
| Montecito Bank & Trust | 10.2K | 0.8% |
| Versant Capital Management, Inc | 9.2K | 0.7% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 9.2K | 0.7% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 9.0K | 0.7% |
| GLP Holdings LLLP | 7.1K | 0.5% |
| DOLIVER ADVISORS, LP | 6.4K | 0.5% |
| Rosenberg Matthew Hamilton | 6.2K | 0.5% |
| First Citizens Financial Corp | 5.4K | 0.4% |
| Coastline Trust Co | 4.6K | 0.4% |
| Adelphi Trust Co | 3.8K | 0.3% |
| Stonebridge Financial Group, LLC | 3.6K | 0.3% |
| Heartwood Wealth Advisors LLC | 3.2K | 0.2% |
| Hickory Point Bank & Trust | 2.7K | 0.2% |
| Violich Capital Management, Inc. | 2.5K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 974.5K | 991.4K | +16.8K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 17.8K | 9.0K | -8.8K |
| CX Institutional | Increased | 18.1K | 22.3K | +4.2K |
| Coastline Trust Co | Reduced | 7.0K | 4.6K | -2.4K |
| Versant Capital Management, Inc | Increased | 7.0K | 9.2K | +2.2K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 10.1K | 9.2K | -911 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 23.0K | 22.1K | -847 |
| EASTERN BANK | Increased | 15.4K | 16.1K | +725 |
| ROCKLAND TRUST CO | Reduced | 11.1K | 10.4K | -630 |
| DOLIVER ADVISORS, LP | Reduced | 6.9K | 6.4K | -475 |
| Central Pacific Bank - Trust Division | Reduced | 26.7K | 26.3K | -416 |
| Boltwood Capital Management | Increased | 17.2K | 17.5K | +305 |
| Rosenberg Matthew Hamilton | Increased | 6.0K | 6.2K | +232 |
| Hickory Point Bank & Trust | Reduced | 2.8K | 2.7K | -100 |
| Marotta Asset Management | Reduced | 35.1K | 35.0K | -82 |
| TOMPKINS FINANCIAL CORP | Reduced | 1.4K | 1.4K | -70 |
| PARK NATIONAL CORP /OH/ | Reduced | 12.9K | 12.9K | -66 |
| Stonebridge Financial Group, LLC | Increased | 3.6K | 3.6K | +62 |
| Montecito Bank & Trust | Reduced | 10.2K | 10.2K | -58 |
| Roxbury Financial LLC | Increased | 28.9K | 29.0K | +50 |
| Heartwood Wealth Advisors LLC | Increased | 3.1K | 3.2K | +48 |
| GoalVest Advisory LLC | Increased | 552 | 597 | +45 |
| First Citizens Financial Corp | Reduced | 5.4K | 5.4K | -29 |
| Planning Strategies Inc. | Increased | 1.9K | 1.9K | +22 |
| Noble Wealth Management PBC | Reduced | 22 | 1 | -21 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.