Wells Fargo & Company
WFC- 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 2,883 家機構在 13F 申報持有，市值合計 $1,931 億；Oakmark（Harris Associates）、每日期刊等 5 位大師持有。
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
- 2,559
- 較 2024 年第 4 季 +38 家
- 持有股數
- 25.2 億
- 較 2024 年第 4 季 +1,951 萬 (+0.8%)
- 總市值
- $1,808 億
- 較 2024 年第 4 季 +$50.7 億 (+2.9%)
- 新進機構
- 191
- 另有 981 家加碼
- 清倉機構
- 153
- 另有 1,006 家減碼
另有 42 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 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $1,154 億 |
| 2023 年第 1 季 | 1,993 | $1,036 億 |
| 2022 年第 4 季 | 2,070 | $1,164 億 |
| 2022 年第 3 季 | 1,963 | $1,130 億 |
| 2022 年第 2 季 | 1,997 | $1,087 億 |
| 2022 年第 1 季 | 2,144 | $1,338 億 |
| 2021 年第 4 季 | 2,079 | $1,351 億 |
| 2021 年第 3 季 | 1,913 | $1,342 億 |
| 2021 年第 2 季 | 1,935 | $1,333 億 |
| 2021 年第 1 季 | 1,877 | $1,134 億 |
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 |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 6,718 | $48.2 萬 | 0.24% | −122−1.8% | 減碼 |
| Maia Wealth LLC | 7,665 | $48.4 萬 | 0.11% | +481+6.7% | 加碼 |
| Drexel Morgan & Co. | 6,747 | $48.4 萬 | 0.10% | 00.0% | 不變 |
| Sequent Asset Management, LLC | 6,753 | $48.5 萬 | 0.27% | −42−0.6% | 減碼 |
| LVW Advisors, LLC | 6,757 | $48.5 萬 | 0.06% | −185−2.7% | 減碼 |
| Fortem Financial Group, LLC | 6,759 | $48.5 萬 | 0.19% | +150+2.3% | 加碼 |
| Burton Enright Welch | 6,771 | $48.6 萬 | 0.10% | +713+11.8% | 加碼 |
| LBMC Investment Advisors, LLC | 6,797 | $48.8 萬 | 0.04% | 00.0% | 不變 |
| Cowa, LLC | 6,800 | $48.8 萬 | 0.21% | 00.0% | 不變 |
| Atlas Brown,Inc. | 6,803 | $48.8 萬 | 0.17% | +50+0.7% | 加碼 |
| Schulhoff & Co Inc | 6,804 | $48.8 萬 | 0.22% | −173−2.5% | 減碼 |
| TFR Capital, LLC. | 6,809 | $48.9 萬 | 0.20% | +3,767+123.8% | 加碼 |
| Alps Advisors Inc | 6,821 | $49.0 萬 | 0.00% | −5,617−45.2% | 減碼 |
| Douglas Lane & Associates, LLC | 6,823 | $49.0 萬 | 0.01% | −3,809−35.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 6,823 | $49.0 萬 | 0.03% | +184+2.8% | 加碼 |
| Austin Private Wealth, LLC | 6,835 | $49.1 萬 | 0.04% | +563+9.0% | 加碼 |
| Intrust Bank NA | 6,845 | $49.1 萬 | 0.05% | −1,064−13.5% | 減碼 |
| Petros Family Wealth, LLC | 6,852 | $49.2 萬 | 0.54% | +295+4.5% | 加碼 |
| Ssi Investment Management LLC | 6,862 | $49.3 萬 | 0.04% | −30.0% | 減碼 |
| Piscataqua Savings Bank | 6,866 | $49.3 萬 | 0.44% | +4+0.1% | 加碼 |
| Bridgewater Advisors Inc. | 6,934 | $49.3 萬 | 0.04% | +6,934 | 新進 |
| Means Investment Co., Inc. | 6,884 | $49.4 萬 | 0.05% | +18+0.3% | 加碼 |
| Heartland Bank & Trust Co | 6,884 | $49.4 萬 | 0.25% | −8,818−56.2% | 減碼 |
| Bingham Private Wealth, LLC | 6,885 | $49.4 萬 | 0.51% | +418+6.5% | 加碼 |
| HHM Wealth Advisors, LLC | 6,897 | $49.5 萬 | 0.07% | +10.0% | 加碼 |
| 17 Capital Partners, LLC | 6,910 | $49.6 萬 | 0.32% | +987+16.7% | 加碼 |
| Fort Point Capital Partners LLC | 6,959 | $50.0 萬 | 0.06% | −634−8.3% | 減碼 |
| Baron Wealth Management LLC | 6,981 | $50.1 萬 | 0.22% | +2,145+44.4% | 加碼 |
| BancorpSouth Bank | 6,983 | $50.1 萬 | 0.04% | −28−0.4% | 減碼 |
| Baker Tilly Wealth Management, LLC | 6,991 | $50.2 萬 | 0.20% | −295−4.0% | 減碼 |
| Kearns & Associates LLC | 7,000 | $50.3 萬 | 0.33% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 7,019 | $50.3 萬 | 0.22% | +265+3.9% | 加碼 |
| SNS Financial Group, LLC | 7,009 | $50.3 萬 | 0.05% | +43+0.6% | 加碼 |
| Seven Mile Advisory | 7,019 | $50.4 萬 | 0.34% | +383+5.8% | 加碼 |
| Red Door Wealth Management, LLC | 7,020 | $50.4 萬 | 0.07% | +1,623+30.1% | 加碼 |
| New Hampshire Trust | 7,065 | $50.7 萬 | 0.12% | −40−0.6% | 減碼 |
| John W. Brooker & Co., CPAs | 7,075 | $50.8 萬 | 0.21% | 00.0% | 不變 |
| Delta Investment Management, LLC | 7,076 | $50.8 萬 | 0.10% | −244−3.3% | 減碼 |
| Capital Advantage, Inc. | 7,235 | $50.8 萬 | 0.09% | 00.0% | 不變 |
| Kathleen S. Wright Associates Inc. | 7,075 | $50.9 萬 | 0.21% | 00.0% | 不變 |
| MONECO Advisors, LLC | 7,085 | $50.9 萬 | 0.05% | +67+1.0% | 加碼 |
| CoreCap Advisors, LLC | 7,093 | $50.9 萬 | 0.02% | +1,433+25.3% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 7,098 | $51.0 萬 | 0.07% | +245+3.6% | 加碼 |
| S.A. Mason LLC | 7,103 | $51.0 萬 | 0.27% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 7,111 | $51.0 萬 | 0.09% | −53−0.7% | 減碼 |
| Cassaday & Co Wealth Management LLC | 7,132 | $51.2 萬 | 0.01% | +479+7.2% | 加碼 |
| Verum Partners LLC | 7,137 | $51.2 萬 | 0.14% | +18+0.3% | 加碼 |
| Summit Asset Management, LLC | 7,150 | $51.3 萬 | 0.09% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 7,156 | $51.4 萬 | 0.23% | +7,156 | 新進 |
| Well Done, LLC | 7,323 | $51.4 萬 | 0.09% | −241−3.2% | 減碼 |
| Sentry Investment Management LLC | 8,321 | $51.7 萬 | 0.35% | +1,898+29.6% | 加碼 |
| Cambridge Advisors Inc. | 7,219 | $51.8 萬 | 0.11% | +67+0.9% | 加碼 |
| Alpha Family Trust | 7,220 | $51.8 萬 | 0.30% | 00.0% | 不變 |
| Howe & Rusling Inc | 7,233 | $51.9 萬 | 0.04% | −375−4.9% | 減碼 |
| Defender Capital, LLC. | 7,250 | $52.1 萬 | 0.21% | +7,250 | 新進 |
| Texas Capital Bancshares Inc | 7,258 | $52.1 萬 | 0.22% | −39−0.5% | 減碼 |
| Weaver Consulting Group | 7,267 | $52.2 萬 | 0.16% | +9+0.1% | 加碼 |
| Everpar Advisors LLC | 7,272 | $52.2 萬 | 0.28% | +72+1.0% | 加碼 |
| Coastline Trust Co | 7,274 | $52.2 萬 | 0.06% | +626+9.4% | 加碼 |
| Lakeside Advisors, INC. | 7,275 | $52.2 萬 | 0.35% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 7,291 | $52.3 萬 | 0.06% | +635+9.5% | 加碼 |
| Wealthstream Advisors, Inc. | 7,284 | $52.3 萬 | 0.10% | +105+1.5% | 加碼 |
| Occidental Asset Management, LLC | 7,297 | $52.4 萬 | 0.08% | +932+14.6% | 加碼 |
| Brueske Advisory Services, LLC | 7,298 | $52.4 萬 | 0.50% | +18+0.2% | 加碼 |
| Sherbrooke Park Advisers LLC | 7,319 | $52.5 萬 | 0.24% | +7,319 | 新進 |
| Pacifica Capital Investments, LLC | 7,335 | $52.7 萬 | 0.19% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 8,437 | $52.8 萬 | 0.10% | +120+1.4% | 加碼 |
| Financial Insights, Inc. | 7,350 | $52.8 萬 | 0.21% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 7,355 | $52.8 萬 | 0.03% | −300−3.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 7,363 | $52.9 萬 | 0.04% | +115+1.6% | 加碼 |
| Money Concepts Capital Corp | 7,371 | $52.9 萬 | 0.04% | +7,371 | 新進 |
| Sunflower Bank, N.A. | 7,380 | $53.0 萬 | 0.15% | +71+1.0% | 加碼 |
| Oxford Financial Group Ltd | 7,393 | $53.1 萬 | 0.04% | +934+14.5% | 加碼 |
| Patten & Patten Inc | 7,394 | $53.1 萬 | 0.04% | −57−0.8% | 減碼 |
| Bridge Creek Capital Management LLC | 7,400 | $53.1 萬 | 0.17% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 7,400 | $53.1 萬 | 0.04% | +62+0.8% | 加碼 |
| Spinnaker Trust | 7,407 | $53.2 萬 | 0.03% | 00.0% | 不變 |
| Weil Company, Inc. | 7,409 | $53.2 萬 | 0.16% | −400−5.1% | 減碼 |
| MCF Advisors LLC | 7,411 | $53.2 萬 | 0.04% | −337−4.3% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 7,422 | $53.3 萬 | 0.15% | +279+3.9% | 加碼 |
| OneAscent Wealth Management LLC | 7,423 | $53.3 萬 | 0.23% | −1,200−13.9% | 減碼 |
| Atom Investors LP | 7,428 | $53.3 萬 | 0.07% | +7,428 | 新進 |
| Fortitude Family Office, LLC | 7,447 | $53.5 萬 | 0.19% | 00.0% | 不變 |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $53.5 萬 | 0.08% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 7,452 | $53.5 萬 | 0.03% | −149−2.0% | 減碼 |
| Bouchey Financial Group Ltd | 7,458 | $53.5 萬 | 0.05% | +716+10.6% | 加碼 |
| Magnus Financial Group LLC | 7,465 | $53.6 萬 | 0.05% | +115+1.6% | 加碼 |
| Cornerstone Advisory, LLC | 7,303 | $53.7 萬 | 0.06% | −265−3.5% | 減碼 |
| one8zero8, LLC | 7,485 | $53.7 萬 | 0.13% | 00.0% | 不變 |
| STAR Financial Bank | 7,486 | $53.7 萬 | 0.39% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 7,512 | $53.9 萬 | 0.20% | −219−2.8% | 減碼 |
| Holistic Planning, LLC | 7,513 | $53.9 萬 | 0.18% | +275+3.8% | 加碼 |
| Cornerstone Wealth Group, LLC | 7,521 | $54.0 萬 | 0.04% | +1,736+30.0% | 加碼 |
| Mosaic Financial Group, LLC | 7,530 | $54.1 萬 | 0.44% | +13+0.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 7,547 | $54.2 萬 | 0.02% | −1,216−13.9% | 減碼 |
| Grant Private Wealth Management Inc | 7,548 | $54.2 萬 | 0.58% | −400−5.0% | 減碼 |
| BigSur Wealth Management LLC | 7,550 | $54.2 萬 | 0.15% | +7,550 | 新進 |
| Prelude Capital Management, LLC | 7,554 | $54.2 萬 | 0.05% | −4,860−39.1% | 減碼 |
| DKM Wealth Management, Inc. | 7,592 | $54.5 萬 | 0.53% | +27+0.4% | 加碼 |
| Sound Income Strategies, LLC | 7,598 | $54.5 萬 | 0.03% | +99+1.3% | 加碼 |