Wells Fargo & Company
WFC.PL- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000072971
近 90 天,Wells Fargo & Company 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 256 家機構在 13F 申報持有,市值合計 $26.5 億;沒有大師持有。
2025 年第 1 季 13F 持有人
Wells Fargo & Company 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 267
- 較 2024 年第 4 季 +12 家
- 持有股數
- 583.1 萬
- 較 2024 年第 4 季 +343.7 萬 (+143.6%)
- 總市值
- $29.0 億
- 較 2024 年第 4 季 +$1.12 億 (+4.0%)
- 新進機構
- 30
- 另有 64 家加碼
- 清倉機構
- 18
- 另有 78 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WFC.PL 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 256 | $26.5 億 |
| 2026 年第 1 季 | 266 | $24.8 億 |
| 2025 年第 4 季 | 268 | $28.6 億 |
| 2025 年第 3 季 | 255 | $29.3 億 |
| 2025 年第 2 季 | 275 | $27.8 億 |
| 2025 年第 1 季 | 267 | $29.0 億 |
| 2024 年第 4 季 | 259 | $28.5 億 |
| 2024 年第 3 季 | 258 | $31.2 億 |
| 2024 年第 2 季 | 253 | $30.3 億 |
| 2024 年第 1 季 | 254 | $29.6 億 |
| 2023 年第 4 季 | 246 | $29.2 億 |
| 2023 年第 3 季 | 236 | $32.8 億 |
| 2023 年第 2 季 | 232 | $34.0 億 |
| 2023 年第 1 季 | 241 | $27.6 億 |
| 2022 年第 4 季 | 242 | $28.3 億 |
| 2022 年第 3 季 | 232 | $28.5 億 |
| 2022 年第 2 季 | 234 | $24.0 億 |
| 2022 年第 1 季 | 210 | $26.1 億 |
| 2021 年第 4 季 | 221 | $33.0 億 |
| 2021 年第 3 季 | 26 | $4,908 萬 |
| 2021 年第 2 季 | 27 | $5,687 萬 |
| 2021 年第 1 季 | 30 | $4,829 萬 |
2025 年第 1 季持有機構
每家機構持有 Wells Fargo & Company 的股數、市值與佔組合比重;股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 302 | $36.3 萬 | 0.00% | +40+15.3% | 加碼 |
| Aull & Monroe Investment Management Corp | 303 | $36.4 萬 | 0.18% | 00.0% | 不變 |
| Whittier Trust Co | 314 | $37.7 萬 | 0.01% | 00.0% | 不變 |
| Brown Advisory Inc | 314 | $37.7 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 318 | $38.2 萬 | 0.00% | −91−22.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 319 | $38.3 萬 | 0.02% | +319 | 新進 |
| Blair William & Co | 342 | $41.1 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 366 | $43.3 萬 | 0.00% | −10−2.7% | 減碼 |
| Black Swift Group, LLC | 370 | $44.4 萬 | 0.10% | 00.0% | 不變 |
| Comerica Bank | 409 | $49.1 萬 | 0.00% | +45+12.4% | 加碼 |
| Valeo Financial Advisors, LLC | 81,721 | $50.2 萬 | 0.01% | −214−0.3% | 減碼 |
| F/M Investments LLC | 425 | $50.9 萬 | 0.02% | −14−3.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 428 | $51.4 萬 | 0.00% | −7−1.6% | 減碼 |
| Resources Investment Advisors, LLC. | 432 | $51.9 萬 | 0.01% | +8+1.9% | 加碼 |
| Benson Investment Management Company, Inc. | 435 | $52.2 萬 | 0.23% | +435 | 新進 |
| Pekin Hardy Strauss, Inc. | 439 | $52.7 萬 | 0.06% | 00.0% | 不變 |
| Marathon Trading Investment Management LLC | 444 | $53.3 萬 | 0.28% | 00.0% | 不變 |
| Cetera Investment Advisers | 454 | $54.5 萬 | 0.00% | −6−1.3% | 減碼 |
| Bearing Point Capital, LLC | 465 | $55.8 萬 | 0.12% | 00.0% | 不變 |
| Congress Wealth Management LLC | 469 | $56.3 萬 | 0.01% | +469 | 新進 |
| Ingalls & Snyder LLC | 476 | $57.2 萬 | 0.02% | −27−5.4% | 減碼 |
| Wambolt & Associates, LLC | 480 | $57.3 萬 | 0.19% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 506 | $60.8 萬 | 0.21% | −2−0.4% | 減碼 |
| Independent Wealth Network Inc. | 511 | $61.3 萬 | 0.24% | +8+1.6% | 加碼 |
| Marcum Wealth, LLC | 526 | $63.2 萬 | 0.05% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 544 | $65.3 萬 | 0.02% | +4+0.7% | 加碼 |
| Wedbush Securities Inc | 546 | $65.6 萬 | 0.02% | −1−0.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 557 | $66.8 萬 | 0.01% | +1+0.2% | 加碼 |
| Ieq Capital, LLC | 577 | $69.3 萬 | 0.01% | 00.0% | 不變 |
| Scotia Capital Inc. | 589 | $70.7 萬 | 0.00% | −245−29.4% | 減碼 |
| International Assets Investment Management, LLC | 598 | $71.8 萬 | 0.06% | +46+8.3% | 加碼 |
| Bowman & Co S.C. | 605 | $72.7 萬 | 0.36% | +5+0.8% | 加碼 |
| Islay Capital Management, LLC | 635 | $76.3 萬 | 0.51% | 00.0% | 不變 |
| Searle & Co. | 637 | $76.5 萬 | 0.22% | 00.0% | 不變 |
| Coordinated Financial Services, Inc. | 642 | $77.1 萬 | 0.59% | +642 | 新進 |
| Chilton Capital Management LLC | 642 | $77.1 萬 | 0.03% | −5−0.8% | 減碼 |
| Pennsylvania Capital Management Inc | 645 | $77.5 萬 | 0.28% | −15−2.3% | 減碼 |
| Aristotle Capital Management, LLC | 650 | $78.1 萬 | 0.00% | 00.0% | 不變 |
| BOS Asset Management, LLC | 658 | $79.0 萬 | 0.27% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 681 | $81.7 萬 | 0.07% | −39−5.4% | 減碼 |
| NewEdge Wealth, LLC | 683 | $82.0 萬 | 0.01% | +10+1.5% | 加碼 |
| Seelaus Asset Management LLC | 741 | $89.0 萬 | 0.85% | −3−0.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 754 | $90.5 萬 | 0.01% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 802 | $94.1 萬 | 0.03% | −11−1.4% | 減碼 |
| MeadowBrook Investment Advisors LLC | 784 | $94.1 萬 | 0.88% | +10+1.3% | 加碼 |
| US Bancorp | 810 | $97.3 萬 | 0.00% | −47−5.5% | 減碼 |
| Central Pacific Bank - Trust Division | 843 | $101.2 萬 | 0.14% | −54−6.0% | 減碼 |
| First Foundation Advisors | 860 | $103.3 萬 | 0.04% | −11−1.3% | 減碼 |
| Founders Capital Management, LLC | 886 | $106.4 萬 | 0.20% | −44−4.7% | 減碼 |
| Kelly Lawrence W & Associates Inc | 887 | $106.6 萬 | 0.26% | 00.0% | 不變 |
| StoneX Group Inc. | 916 | $110.0 萬 | 0.06% | −94−9.3% | 減碼 |
| Sanctuary Advisors, LLC | 932 | $111.9 萬 | 0.01% | −226−19.5% | 減碼 |
| Chilton Investment Co LLC | 959 | $115.2 萬 | 0.03% | −185−16.2% | 減碼 |
| HighTower Advisors, LLC | 959 | $115.2 萬 | 0.00% | +244+34.1% | 加碼 |
| LexAurum Advisors, LLC | 970 | $116.5 萬 | 0.22% | +48+5.2% | 加碼 |
| Ameriprise Financial Inc | 998 | $120.5 萬 | 0.00% | +66+7.1% | 加碼 |
| D.A. Davidson & Co. | 1,009 | $121.2 萬 | 0.01% | +8+0.8% | 加碼 |
| Schnieders Capital Management LLC | 1,033 | $124.0 萬 | 0.27% | −325−23.9% | 減碼 |
| Schroder Investment Management Group | 1,039 | $124.6 萬 | 0.00% | −125−10.7% | 減碼 |
| Ritholtz Wealth Management | 1,060 | $127.3 萬 | 0.04% | +1,060 | 新進 |
| Graypoint LLC | 1,074 | $129.0 萬 | 0.08% | 00.0% | 不變 |
| Apollon Financial, LLC | 1,101 | $132.2 萬 | 0.31% | −6−0.5% | 減碼 |
| Marathon Capital Management | 1,142 | $137.1 萬 | 0.37% | −15−1.3% | 減碼 |
| Cove Private Wealth, LLC | 1,169 | $140.4 萬 | 0.74% | 00.0% | 不變 |
| Bowie Capital Management, LLC | 1,200 | $144.1 萬 | 0.07% | 00.0% | 不變 |
| Barclays PLC | 1,204 | $144.6 萬 | 0.00% | +696+137.0% | 加碼 |
| SEI Investments Co | 1,226 | $147.2 萬 | 0.00% | +22+1.8% | 加碼 |
| Advisor Group Holdings, Inc. | 1,277 | $153.4 萬 | 0.00% | +221+20.9% | 加碼 |
| Wittenberg Investment Management, Inc. | 1,294 | $155.4 萬 | 0.70% | −109−7.8% | 減碼 |
| Paradigm Capital Management, LLC | 1,309 | $157.2 萬 | 1.61% | +71+5.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,334 | $160.2 萬 | 0.04% | +686+105.9% | 加碼 |
| National Bank of Canada | 1,375 | $164.5 萬 | 0.00% | +5+0.4% | 加碼 |
| Magnus Financial Group LLC | 1,409 | $169.2 萬 | 0.16% | +28+2.0% | 加碼 |
| Truist Financial Corp | 1,433 | $172.1 萬 | 0.00% | −57−3.8% | 減碼 |
| Jane Street Group, LLC | 1,486 | $178.4 萬 | 0.00% | +1,486 | 新進 |
| JT Stratford LLC | 1,510 | $181.3 萬 | 0.32% | +403+36.4% | 加碼 |
| Bryn Mawr Trust Co | 1,537 | $184.6 萬 | 0.03% | 00.0% | 不變 |
| Macquarie Group Ltd | 1,558 | $187.2 萬 | 0.00% | 00.0% | 不變 |
| Everett Harris & Co | 1,566 | $188.0 萬 | 0.02% | +74+5.0% | 加碼 |
| McHugh Group, LLC | 1,654 | $198.6 萬 | 1.50% | −10−0.6% | 減碼 |
| CSM Advisors, LLC | 1,750 | $210.1 萬 | 0.11% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,940 | $224.6 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,894 | $227.4 萬 | 0.11% | −50−2.6% | 減碼 |
| RMB Capital Management, LLC | 1,966 | $236.1 萬 | 0.06% | +38+2.0% | 加碼 |
| Summitry LLC | 2,048 | $245.9 萬 | 0.12% | −8−0.4% | 減碼 |
| Neuberger Berman Group LLC | 2,092 | $251.2 萬 | 0.00% | −46−2.2% | 減碼 |
| Calamos Advisors LLC | 2,158 | $259.1 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 2,217 | $266.2 萬 | 0.00% | +829+59.7% | 加碼 |
| Jefferies Financial Group Inc. | 2,252 | $270.4 萬 | 0.05% | −2,828−55.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 2,265 | $272.0 萬 | 0.01% | −1,226−35.1% | 減碼 |
| Bessemer Group Inc | 2,271 | $272.7 萬 | 0.00% | −1,516−40.0% | 減碼 |
| CI Private Wealth, LLC | 2,287 | $274.6 萬 | 0.00% | −1,491−39.5% | 減碼 |
| Agf Management Ltd | 2,300 | $276.2 萬 | 0.01% | 00.0% | 不變 |
| Camden Asset Management L P | 2,314 | $278.0 萬 | 0.07% | −2,500−51.9% | 減碼 |
| Icon Advisers Inc | 2,344 | $281.5 萬 | 0.66% | −845−26.5% | 減碼 |
| Seven Springs Wealth Group, LLC | 2,445 | $293.6 萬 | 1.05% | −211−7.9% | 減碼 |
| Janney Montgomery Scott LLC | 2,479 | $297.7 萬 | 0.01% | −218−8.1% | 減碼 |
| Keystone Financial Group | 2,627 | $312.0 萬 | 0.32% | −501−16.0% | 減碼 |
| Whalerock Point Partners, LLC | 2,760 | $331.4 萬 | 0.79% | +85+3.2% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 2,989 | $358.9 萬 | 0.21% | −63−2.1% | 減碼 |