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 |
|---|---|---|---|---|---|
| SummitTX Capital, L.P. | 7,628 | $54.8 萬 | 0.02% | +7,628 | 新進 |
| Wood Tarver Financial Group, LLC | 7,633 | $54.8 萬 | 0.18% | +306+4.2% | 加碼 |
| Permanens Capital L.P. | 7,644 | $54.9 萬 | 0.10% | +1,346+21.4% | 加碼 |
| Worth Asset Management, LLC | 7,649 | $54.9 萬 | 0.30% | −25,474−76.9% | 減碼 |
| Evoke Wealth, LLC | 7,652 | $54.9 萬 | 0.01% | +121+1.6% | 加碼 |
| Doliver Advisors, LP | 7,675 | $55.1 萬 | 0.15% | −150−1.9% | 減碼 |
| TCTC Holdings, LLC | 7,676 | $55.1 萬 | 0.02% | +151+2.0% | 加碼 |
| Cape Investment Advisory, Inc. | 7,686 | $55.2 萬 | 0.22% | +78+1.0% | 加碼 |
| Sky Investment Group LLC | 7,700 | $55.3 萬 | 0.10% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 7,732 | $55.5 萬 | 0.15% | 00.0% | 不變 |
| Callan Capital, LLC | 7,761 | $55.7 萬 | 0.04% | +1,364+21.3% | 加碼 |
| Quarry LP | 7,782 | $55.9 萬 | 0.14% | +6,248+407.3% | 加碼 |
| Van Cleef Asset Management,Inc | 7,816 | $56.1 萬 | 0.06% | −3,499−30.9% | 減碼 |
| Institute for Wealth Management, LLC. | 7,849 | $56.4 萬 | 0.07% | +4+0.1% | 加碼 |
| Atala Financial Inc | 7,853 | $56.4 萬 | 0.42% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 7,861 | $56.4 萬 | 0.12% | +3,515+80.9% | 加碼 |
| Cooper Financial Group | 7,897 | $56.7 萬 | 0.07% | +2,282+40.6% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 7,904 | $56.8 萬 | 0.15% | +2,065+35.4% | 加碼 |
| Intelligence Driven Advisers, LLC | 7,944 | $57.0 萬 | 0.11% | −341−4.1% | 減碼 |
| Nilsine Partners, LLC | 7,961 | $57.2 萬 | 0.06% | +553+7.5% | 加碼 |
| Icon Wealth Advisors, LLC | 7,978 | $57.3 萬 | 0.05% | +350+4.6% | 加碼 |
| Advisory Alpha, LLC | 7,986 | $57.3 萬 | 0.02% | +1,713+27.3% | 加碼 |
| Sebold Capital Management, Inc. | 7,999 | $57.4 萬 | 0.38% | −635−7.4% | 減碼 |
| Fiducient Advisors LLC | 8,000 | $57.4 萬 | 0.07% | +8,000 | 新進 |
| Ironwood Investment Counsel, LLC | 8,011 | $57.5 萬 | 0.10% | −281−3.4% | 減碼 |
| Integrity Financial Corp | 8,026 | $57.6 萬 | 0.33% | −3,725−31.7% | 減碼 |
| Old West Investment Management, LLC | 8,037 | $57.7 萬 | 0.21% | +8,037 | 新進 |
| PFG Advisors | 8,046 | $57.8 萬 | 0.03% | +302+3.9% | 加碼 |
| Interchange Capital Partners, LLC | 8,052 | $57.8 萬 | 0.16% | +1,532+23.5% | 加碼 |
| Auxano Advisors, LLC | 8,067 | $57.9 萬 | 0.15% | +117+1.5% | 加碼 |
| Blue Rock Wealth Management LLC | 8,078 | $58.0 萬 | 0.49% | +2,894+55.8% | 加碼 |
| Vermillion Wealth Management, Inc. | 8,080 | $58.0 萬 | 0.17% | +33+0.4% | 加碼 |
| Avion Wealth | 8,288 | $58.2 萬 | 0.15% | 00.0% | 不變 |
| Lauterbach Financial Advisors, LLC | 8,115 | $58.3 萬 | 0.36% | −942−10.4% | 減碼 |
| Canandaigua National Bank & Trust Co | 8,123 | $58.3 萬 | 0.06% | −206−2.5% | 減碼 |
| Sippican Capital Advisors | 8,143 | $58.5 萬 | 0.44% | −150−1.8% | 減碼 |
| Circle Wealth Management, LLC | 8,161 | $58.6 萬 | 0.01% | −688−7.8% | 減碼 |
| Cutler Investment Counsel LLC | 8,169 | $58.6 萬 | 0.07% | +33+0.4% | 加碼 |
| Baldwin Brothers Inc | 8,178 | $58.7 萬 | 0.04% | +41+0.5% | 加碼 |
| Kestra Investment Management, LLC | 8,180 | $58.7 萬 | 0.02% | −93−1.1% | 減碼 |
| RKL Wealth Management LLC | 8,185 | $58.8 萬 | 0.06% | +5,113+166.4% | 加碼 |
| Wealth Architects, LLC | 8,186 | $58.8 萬 | 0.06% | +59+0.7% | 加碼 |
| Waddell & Associates, LLC | 8,192 | $58.8 萬 | 0.07% | +1,039+14.5% | 加碼 |
| Zions Bancorporation, National Association | 8,200 | $58.9 萬 | 0.04% | +8,200 | 新進 |
| Tributary Capital Management, LLC | 8,220 | $59.0 萬 | 0.05% | −2,130−20.6% | 減碼 |
| Field & Main Bank | 8,325 | $59.8 萬 | 0.21% | +75+0.9% | 加碼 |
| KG&L Capital Management,LLC | 10,227 | $60.2 萬 | 0.19% | +183+1.8% | 加碼 |
| Monetary Management Group Inc | 8,395 | $60.3 萬 | 0.16% | 00.0% | 不變 |
| Humankind Investments LLC | 8,397 | $60.3 萬 | 0.16% | −370−4.2% | 減碼 |
| Sivia Capital Partners, LLC | 8,401 | $60.3 萬 | 0.28% | +475+6.0% | 加碼 |
| Valmark Advisers, Inc. | 8,405 | $60.3 萬 | 0.01% | +105+1.3% | 加碼 |
| Northeast Investment Management | 8,418 | $60.4 萬 | 0.03% | −20.0% | 減碼 |
| Eagle Global Advisors LLC | 8,418 | $60.4 萬 | 0.02% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 8,424 | $60.5 萬 | 0.03% | +1,036+14.0% | 加碼 |
| Howard Bailey Securities, LLC | 8,433 | $60.5 萬 | 0.20% | −1,021−10.8% | 減碼 |
| Allen Capital Group, LLC | 8,434 | $60.5 萬 | 0.07% | +378+4.7% | 加碼 |
| McAdam, LLC | 8,467 | $60.8 萬 | 0.04% | +2,244+36.1% | 加碼 |
| First National Bank | 8,470 | $60.8 萬 | 0.39% | +450+5.6% | 加碼 |
| Diversified Enterprises, LLC | 8,507 | $61.0 萬 | 0.05% | +1,811+27.0% | 加碼 |
| Signature Estate & Investment Advisors LLC | 8,493 | $61.0 萬 | 0.02% | −199−2.3% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 8,518 | $61.2 萬 | 0.15% | −4,077−32.4% | 減碼 |
| BlueStem Wealth Partners, LLC | 8,523 | $61.2 萬 | 0.08% | +50+0.6% | 加碼 |
| Itau Unibanco Holding S.A. | 8,581 | $61.6 萬 | 0.02% | +8,581 | 新進 |
| SilverOak Wealth Management LLC | 8,613 | $61.8 萬 | 0.13% | 00.0% | 不變 |
| Tradewinds, LLC. | 8,656 | $62.1 萬 | 0.18% | +86+1.0% | 加碼 |
| Evermay Wealth Management LLC | 8,665 | $62.2 萬 | 0.08% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 8,829 | $62.4 萬 | 0.48% | 00.0% | 不變 |
| Winthrop Capital Management, LLC | 8,719 | $62.6 萬 | 0.17% | −2,700−23.6% | 減碼 |
| Altfest L J & Co Inc | 8,735 | $62.7 萬 | 0.08% | +10+0.1% | 加碼 |
| Advisors Management Group Inc | 8,753 | $62.8 萬 | 0.14% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 8,770 | $63.0 萬 | 0.10% | −227−2.5% | 減碼 |
| Hudock, Inc. | 8,772 | $63.0 萬 | 0.11% | +10.0% | 加碼 |
| Fortress Private Ledger, LLC | 8,782 | $63.0 萬 | 0.35% | +586+7.1% | 加碼 |
| Monticello Wealth Management, LLC | 8,782 | $63.0 萬 | 0.05% | 00.0% | 不變 |
| Transce3nd, LLC | 8,802 | $63.1 萬 | 0.28% | −72−0.8% | 減碼 |
| Marietta Investment Partners LLC | 8,800 | $63.2 萬 | 0.15% | 00.0% | 不變 |
| Nwam LLC | 8,806 | $63.2 萬 | 0.05% | +142+1.6% | 加碼 |
| Tower Trust & Investment Co | 8,908 | $63.3 萬 | 0.51% | +8,908 | 新進 |
| Kerrisdale Advisers, LLC | 8,851 | $63.5 萬 | 0.27% | −10,495−54.2% | 減碼 |
| Cim Investment Mangement Inc | 8,851 | $63.5 萬 | 0.15% | −6−0.1% | 減碼 |
| Financial Advisory Service, Inc. | 8,873 | $63.7 萬 | 0.05% | +24+0.3% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $63.7 萬 | 0.23% | −78−0.9% | 減碼 |
| Spectrum Wealth Counsel, LLC | 8,885 | $63.8 萬 | 0.08% | 00.0% | 不變 |
| Kagan Cocozza Asset Management | 8,906 | $63.9 萬 | 0.52% | −1,134−11.3% | 減碼 |
| Triumph Capital Management | 8,912 | $64.0 萬 | 0.21% | +210+2.4% | 加碼 |
| Encompass More Asset Management | 8,924 | $64.1 萬 | 0.19% | −388−4.2% | 減碼 |
| Basepoint Wealth LLC | 8,961 | $64.3 萬 | 0.50% | −439−4.7% | 減碼 |
| Alliance Wealth Advisors, LLC | 8,969 | $64.4 萬 | 0.17% | −2,003−18.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 9,021 | $64.8 萬 | 0.32% | −961−9.6% | 減碼 |
| CFO4Life Group, LLC | 9,022 | $64.8 萬 | 0.11% | −152−1.7% | 減碼 |
| Summa Corp. | 9,024 | $64.8 萬 | 0.37% | +324+3.7% | 加碼 |
| Cahill Financial Advisors Inc | 9,038 | $64.9 萬 | 0.09% | +315+3.6% | 加碼 |
| Tudor Financial Inc. | 9,044 | $64.9 萬 | 0.39% | +30.0% | 加碼 |
| Westover Capital Advisors, LLC | 9,047 | $64.9 萬 | 0.14% | 00.0% | 不變 |
| Legacy Financial Group LLC | 9,048 | $65.0 萬 | 0.10% | −4,489−33.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 9,055 | $65.0 萬 | 0.04% | +1,822+25.2% | 加碼 |
| Northstar Financial Companies, Inc. | 9,078 | $65.2 萬 | 0.71% | 00.0% | 不變 |
| Crown Wealth Group, LLC | 9,104 | $65.4 萬 | 0.34% | +2,456+36.9% | 加碼 |
| Larson Financial Group LLC | 9,122 | $65.5 萬 | 0.03% | +2,314+34.0% | 加碼 |
| JNBA Financial Advisors | 9,130 | $65.5 萬 | 0.07% | −1,886−17.1% | 減碼 |