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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 9,184 | $65.9 萬 | 0.02% | −23−0.2% | 減碼 |
| Versant Capital Management, Inc | 9,189 | $66.0 萬 | 0.11% | +4,200+84.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 9,205 | $66.1 萬 | 0.07% | −38−0.4% | 減碼 |
| Onefund, LLC | 9,237 | $66.3 萬 | 0.68% | +25+0.3% | 加碼 |
| Steel Peak Wealth Management LLC | 9,265 | $66.5 萬 | 0.03% | +3,070+49.6% | 加碼 |
| Bedel Financial Consulting, Inc. | 9,065 | $66.6 萬 | 0.10% | +168+1.9% | 加碼 |
| Opinicus Capital, Inc. | 9,287 | $66.7 萬 | 0.59% | +9,287 | 新進 |
| Old North State Trust, LLC | 9,491 | $66.7 萬 | 0.42% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 9,293 | $66.7 萬 | 0.13% | −57−0.6% | 減碼 |
| Manchester Capital Management LLC | 9,349 | $67.1 萬 | 0.08% | +396+4.4% | 加碼 |
| GWN Securities Inc. | 8,918 | $67.1 萬 | 0.04% | +3,851+76.0% | 加碼 |
| Jain Global LLC | 9,376 | $67.3 萬 | 0.01% | −24,871−72.6% | 減碼 |
| Valley National Advisers Inc | 9,422 | $67.5 萬 | 0.12% | +260+2.8% | 加碼 |
| West Bancorporation Inc | 9,450 | $67.8 萬 | 0.46% | 00.0% | 不變 |
| Sather Financial Group Inc | 9,451 | $67.8 萬 | 0.04% | −14,532−60.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 9,490 | $68.1 萬 | 0.17% | −390−3.9% | 減碼 |
| Athena Investment Management | 9,492 | $68.1 萬 | 0.41% | −199−2.1% | 減碼 |
| Resonant Capital Advisors, LLC | 9,524 | $68.4 萬 | 0.05% | −20−0.2% | 減碼 |
| Creekside Partners | 9,537 | $68.5 萬 | 0.36% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 9,585 | $68.8 萬 | 0.03% | +81+0.9% | 加碼 |
| Prentice Wealth Management LLC | 9,587 | $68.8 萬 | 0.20% | +161+1.7% | 加碼 |
| Smith Thornton Advisors LLC | 9,591 | $68.9 萬 | 0.43% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 9,595 | $68.9 萬 | 0.14% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 9,619 | $69.1 萬 | 0.12% | −145−1.5% | 減碼 |
| Van Strum & Towne Inc. | 9,639 | $69.2 萬 | 0.23% | 00.0% | 不變 |
| First PREMIER Bank | 9,639 | $69.2 萬 | 0.18% | +100+1.0% | 加碼 |
| Sandy Spring Bank | 9,655 | $69.3 萬 | 0.03% | +121+1.3% | 加碼 |
| Woodmont Investment Counsel LLC | 9,664 | $69.4 萬 | 0.05% | −30−0.3% | 減碼 |
| Radnor Capital Management, LLC | 9,701 | $69.6 萬 | 0.12% | 00.0% | 不變 |
| G&S Capital LLC | 9,703 | $69.7 萬 | 0.30% | −587−5.7% | 減碼 |
| Quadcap Wealth Management, LLC | 9,810 | $70.4 萬 | 0.10% | +306+3.2% | 加碼 |
| Integrated Investment Consultants, LLC | 9,820 | $70.5 萬 | 0.14% | −15,766−61.6% | 減碼 |
| Bremer Bank National Association | 9,830 | $70.6 萬 | 0.13% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 9,832 | $70.6 萬 | 0.05% | +3,460+54.3% | 加碼 |
| Rockland Trust Co | 9,850 | $70.7 萬 | 0.04% | 00.0% | 不變 |
| Davis R M Inc | 9,852 | $70.7 萬 | 0.01% | −32−0.3% | 減碼 |
| KPP Advisory Services LLC | 9,866 | $70.8 萬 | 0.13% | +9,866 | 新進 |
| Iron Horse Wealth Management, LLC | 9,869 | $70.8 萬 | 0.23% | +52+0.5% | 加碼 |
| Core Alternative Capital | 9,871 | $70.9 萬 | 0.17% | +68+0.7% | 加碼 |
| Beaton Management Co. Inc. | 9,900 | $71.1 萬 | 0.37% | 00.0% | 不變 |
| Platform Technology Partners | 9,904 | $71.1 萬 | 0.21% | +18+0.2% | 加碼 |
| Shufro Rose & Co LLC | 9,906 | $71.1 萬 | 0.06% | +9,906 | 新進 |
| Monarch Capital Management Inc | 9,944 | $71.4 萬 | 0.20% | +389+4.1% | 加碼 |
| Monument Capital Management | 9,962 | $71.5 萬 | 0.22% | 00.0% | 不變 |
| Zuckerman Investment Group, LLC | 9,968 | $71.6 萬 | 0.08% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 9,700 | $71.6 萬 | 0.09% | +9,700 | 新進 |
| Parkside Investments, LLC | 10,000 | $71.8 萬 | 0.11% | −2,000−16.7% | 減碼 |
| KDT Advisors, LLC | 10,000 | $71.8 萬 | 1.06% | +10,000 | 新進 |
| All Terrain Financial Advisors, LLC | 10,003 | $71.8 萬 | 0.28% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 10,025 | $72.0 萬 | 0.08% | +657+7.0% | 加碼 |
| Jacobs & Co | 10,042 | $72.0 萬 | 0.08% | 00.0% | 不變 |
| Gladius Capital Management LP | 10,037 | $72.1 萬 | 0.71% | −8,892−47.0% | 減碼 |
| Carrera Capital Advisors | 10,111 | $72.6 萬 | 0.16% | +751+8.0% | 加碼 |
| Perennial Advisors, LLC | 10,115 | $72.6 萬 | 0.14% | −147−1.4% | 減碼 |
| Proficio Capital Partners LLC | 10,120 | $72.7 萬 | 0.06% | +265+2.7% | 加碼 |
| Osborne Partners Capital Management, LLC | 10,161 | $72.9 萬 | 0.04% | −240−2.3% | 減碼 |
| Aspen Investment Management Inc | 10,163 | $73.0 萬 | 0.34% | +687+7.2% | 加碼 |
| Koshinski Asset Management, Inc. | 10,185 | $73.1 萬 | 0.06% | +875+9.4% | 加碼 |
| Stephenson National Bank & Trust | 10,248 | $73.6 萬 | 0.26% | 00.0% | 不變 |
| Webster Bank, N. A. | 10,319 | $74.1 萬 | 0.08% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 10,328 | $74.1 萬 | 0.09% | −7−0.1% | 減碼 |
| Montecito Bank & Trust | 10,330 | $74.2 萬 | 0.13% | −40−0.4% | 減碼 |
| West Family Investments, Inc. | 10,331 | $74.2 萬 | 0.28% | −180−1.7% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 10,385 | $74.6 萬 | 0.48% | +10,385 | 新進 |
| E&G Advisors, LP | 10,413 | $74.8 萬 | 0.21% | +2,893+38.5% | 加碼 |
| Avantax Planning Partners, Inc. | 10,450 | $75.0 萬 | 0.03% | −1,315−11.2% | 減碼 |
| Agf Management Ltd | 10,452 | $75.0 萬 | 0.00% | +32+0.3% | 加碼 |
| Morningstar Investment Management LLC | 10,463 | $75.1 萬 | 0.06% | −2,021−16.2% | 減碼 |
| North Forty Two & Co. | 10,480 | $75.2 萬 | 0.83% | −200−1.9% | 減碼 |
| Sepio Capital, LP | 10,486 | $75.3 萬 | 0.06% | −807−7.1% | 減碼 |
| Boit C F David | 10,519 | $75.5 萬 | 0.38% | −5,000−32.2% | 減碼 |
| Atlas Wealth LLC | 10,523 | $75.5 萬 | 0.29% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 10,533 | $75.6 萬 | 0.14% | +3,080+41.3% | 加碼 |
| Mechanics Bank Trust Department | 10,553 | $75.8 萬 | 0.10% | −200−1.9% | 減碼 |
| Pettyjohn, Wood & White, Inc | 10,575 | $75.9 萬 | 0.15% | −576−5.2% | 減碼 |
| New England Research & Management, Inc. | 10,610 | $76.2 萬 | 0.39% | +1,005+10.5% | 加碼 |
| JFS Wealth Advisors, LLC | 10,616 | $76.2 萬 | 0.05% | −454−4.1% | 減碼 |
| LMG Wealth Partners, LLC | 10,620 | $76.2 萬 | 0.17% | +44+0.4% | 加碼 |
| WealthShield Partners, LLC | 10,621 | $76.3 萬 | 0.10% | +3,109+41.4% | 加碼 |
| Fundamentun, LLC | 10,628 | $76.3 萬 | 0.04% | +962+10.0% | 加碼 |
| Hikari Tsushin, Inc. | 10,631 | $76.3 萬 | 0.05% | 00.0% | 不變 |
| Papp L Roy & Associates | 10,640 | $76.4 萬 | 0.09% | +30.0% | 加碼 |
| WealthPlan Investment Management, LLC | 10,650 | $76.5 萬 | 0.08% | +44+0.4% | 加碼 |
| Alliance Wealth Advisors, LLC | 10,675 | $76.6 萬 | 0.45% | +226+2.2% | 加碼 |
| Washington Trust Co | 10,732 | $77.0 萬 | 0.03% | −9,990−48.2% | 減碼 |
| CMT Capital Markets Trading GmbH | 10,750 | $77.2 萬 | 0.32% | −87,750−89.1% | 減碼 |
| Persistent Asset Partners Ltd | 10,765 | $77.3 萬 | 0.68% | −1,663−13.4% | 減碼 |
| AlphaCore Capital LLC | 10,783 | $77.4 萬 | 0.07% | +3,040+39.3% | 加碼 |
| Delta Financial Group, Inc. | 10,435 | $77.5 萬 | 0.18% | −33−0.3% | 減碼 |
| Cumberland Advisors Inc | 10,821 | $77.7 萬 | 0.35% | +21+0.2% | 加碼 |
| Leisure Capital Management | 10,836 | $77.8 萬 | 0.32% | 00.0% | 不變 |
| Wealth Alliance | 10,883 | $78.1 萬 | 0.09% | +195+1.8% | 加碼 |
| Brandywine Oak Private Wealth LLC | 10,937 | $78.5 萬 | 0.08% | +10,937 | 新進 |
| PFW Advisors LLC | 11,032 | $79.2 萬 | 0.25% | 00.0% | 不變 |
| Appleton Partners Inc | 11,108 | $79.7 萬 | 0.06% | +2,232+25.1% | 加碼 |
| Plan A Wealth LLC | 11,103 | $79.7 萬 | 0.62% | −119−1.1% | 減碼 |
| Fiduciary Financial Group, LLC | 12,645 | $79.8 萬 | 0.17% | +368+3.0% | 加碼 |
| Abel Hall, LLC | 11,136 | $79.9 萬 | 0.48% | −189−1.7% | 減碼 |
| Cromwell Holdings LLC | 11,171 | $80.2 萬 | 0.52% | 00.0% | 不變 |
| Private Management Group Inc | 11,175 | $80.2 萬 | 0.03% | −50−0.4% | 減碼 |