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 |
|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors LLC | 11,214 | $80.5 萬 | 0.23% | +104+0.9% | 加碼 |
| Tarbox Family Office, Inc. | 11,239 | $80.7 萬 | 0.13% | −11−0.1% | 減碼 |
| NBZ Investment Advisors LLC | 11,273 | $80.9 萬 | 0.47% | −45−0.4% | 減碼 |
| Crawford Investment Counsel Inc | 11,277 | $81.0 萬 | 0.01% | +393+3.6% | 加碼 |
| Winebrenner Capital Management LLC | 11,283 | $81.0 萬 | 0.73% | −11,283−50.0% | 減碼 |
| GatePass Capital, LLC | 11,288 | $81.0 萬 | 0.61% | +11,288 | 新進 |
| NFP Retirement, Inc. | 11,298 | $81.1 萬 | 0.06% | −373−3.2% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,304 | $81.2 萬 | 0.08% | −177−1.5% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 11,377 | $81.7 萬 | 0.22% | −2,490−18.0% | 減碼 |
| Strategic Investment Advisors | 11,380 | $81.7 萬 | 0.09% | −1,126−9.0% | 減碼 |
| River Wealth Advisors LLC | 11,403 | $81.9 萬 | 0.11% | +98+0.9% | 加碼 |
| HCR Wealth Advisors | 11,405 | $81.9 萬 | 0.11% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 11,409 | $81.9 萬 | 0.06% | −133,313−92.1% | 減碼 |
| Flagstone Financial Management | 11,413 | $81.9 萬 | 0.26% | +170+1.5% | 加碼 |
| Good Life Advisors, LLC | 11,413 | $81.9 萬 | 0.06% | −73−0.6% | 減碼 |
| AIMZ Investment Advisors, LLC | 11,472 | $82.4 萬 | 0.29% | 00.0% | 不變 |
| Kentucky Trust Co | 11,475 | $82.4 萬 | 0.49% | 00.0% | 不變 |
| Blueprint Investment Partners LLC | 11,482 | $82.4 萬 | 0.15% | +552+5.1% | 加碼 |
| Trust Co of Vermont | 11,499 | $82.6 萬 | 0.04% | −240−2.0% | 減碼 |
| Jarislowsky, Fraser Ltd | 11,500 | $82.6 萬 | 0.01% | −3,890−25.3% | 減碼 |
| Perpetual Ltd | 11,515 | $82.7 萬 | 0.01% | 00.0% | 不變 |
| Coastwise Capital Group, LLC | 11,547 | $82.9 萬 | 0.70% | −14,854−56.3% | 減碼 |
| Correct Capital Wealth Management | 11,552 | $82.9 萬 | 0.16% | −19−0.2% | 減碼 |
| Manske Wealth Management | 11,561 | $83.0 萬 | 0.31% | −1,822−13.6% | 減碼 |
| RB Capital Management, LLC | 11,657 | $83.7 萬 | 0.20% | +40.0% | 加碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 11,700 | $84.0 萬 | 0.39% | +11,700 | 新進 |
| Kovack Advisors, Inc. | 11,703 | $84.0 萬 | 0.09% | +847+7.8% | 加碼 |
| Quantessence Capital LLC | 11,725 | $84.2 萬 | 0.21% | −28,214−70.6% | 減碼 |
| Moss Adams Wealth Advisors LLC | 11,726 | $84.2 萬 | 0.09% | −674−5.4% | 減碼 |
| Belpointe Asset Management LLC | 11,769 | $84.5 萬 | 0.04% | +1,669+16.5% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 11,791 | $84.6 萬 | 0.02% | −1,768−13.0% | 減碼 |
| Farmers Trust Co | 11,813 | $84.8 萬 | 0.16% | 00.0% | 不變 |
| Element Wealth, LLC | 11,856 | $85.1 萬 | 0.46% | −195−1.6% | 減碼 |
| Armis Advisers, LLC | 12,000 | $85.2 萬 | 0.08% | +12,000 | 新進 |
| PDS Planning, Inc | 11,870 | $85.2 萬 | 0.07% | +1,754+17.3% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 11,895 | $85.4 萬 | 0.64% | −1,000−7.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 11,904 | $85.5 萬 | 0.02% | −255−2.1% | 減碼 |
| Wittenberg Investment Management, Inc. | 11,928 | $85.6 萬 | 0.39% | −40,529−77.3% | 減碼 |
| Personal Cfo Solutions, LLC | 11,951 | $85.8 萬 | 0.17% | +277+2.4% | 加碼 |
| Wealthspan Partners, LLC | 12,012 | $86.2 萬 | 0.40% | −504−4.0% | 減碼 |
| MEMBERS Trust Co | 12,021 | $86.3 萬 | 0.03% | −412−3.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 12,027 | $86.3 萬 | 0.07% | +2,533+26.7% | 加碼 |
| Cullen Investment Group, Ltd. | 12,063 | $86.6 萬 | 0.13% | −1,154−8.7% | 減碼 |
| Concord Asset Management, LLC | 12,755 | $86.7 萬 | 0.19% | +6,034+89.8% | 加碼 |
| Hardin Capital Partners, LLC | 12,083 | $86.7 萬 | 0.53% | −4,465−27.0% | 減碼 |
| Chilton Investment Co LLC | 12,086 | $86.8 萬 | 0.02% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 12,118 | $87.0 萬 | 0.21% | +685+6.0% | 加碼 |
| Harbor Investment Advisory, LLC | 12,164 | $87.3 萬 | 0.08% | +180+1.5% | 加碼 |
| Stock Yards Bank & Trust Co | 12,172 | $87.4 萬 | 0.03% | −29−0.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 12,235 | $87.4 萬 | 0.01% | −3,294−21.2% | 減碼 |
| Northwest Wealth Management, LLC | 12,224 | $87.8 萬 | 0.17% | −2,622−17.7% | 減碼 |
| Chicago Trust Co NA | 12,225 | $87.8 萬 | 0.16% | +60+0.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 12,234 | $87.8 萬 | 0.00% | +7,516+159.3% | 加碼 |
| MeadowBrook Investment Advisors LLC | 12,293 | $88.3 萬 | 0.82% | −135−1.1% | 減碼 |
| Parkside Financial Bank & Trust | 12,323 | $88.5 萬 | 0.11% | +629+5.4% | 加碼 |
| Peoples Financial Services Corp. | 12,350 | $88.7 萬 | 0.43% | 00.0% | 不變 |
| Berger Financial Group, Inc | 12,399 | $89.0 萬 | 0.06% | +167+1.4% | 加碼 |
| Csenge Advisory Group | 13,794 | $89.3 萬 | 0.05% | −2,738−16.6% | 減碼 |
| Alteri Wealth LLC | 12,439 | $89.3 萬 | 0.39% | +5,053+68.4% | 加碼 |
| Pointe Capital Management LLC | 12,460 | $89.5 萬 | 0.52% | 00.0% | 不變 |
| North Star Asset Management Inc | 12,466 | $89.5 萬 | 0.04% | −192−1.5% | 減碼 |
| Catalyst Financial Partners LLC | 12,473 | $89.5 萬 | 0.16% | +1,572+14.4% | 加碼 |
| Stoneridge Investment Partners LLC | 12,547 | $90.1 萬 | 0.76% | +12,547 | 新進 |
| McGlone Suttner Wealth Management, Inc. | 12,551 | $90.1 萬 | 0.15% | +4,201+50.3% | 加碼 |
| Ingalls & Snyder LLC | 12,579 | $90.3 萬 | 0.03% | +69+0.6% | 加碼 |
| Becker Capital Management Inc | 12,578 | $90.3 萬 | 0.03% | +51+0.4% | 加碼 |
| City National Bank of Florida | 12,652 | $90.8 萬 | 0.82% | +728+6.1% | 加碼 |
| Studio Investment Management LLC | 12,684 | $91.1 萬 | 0.19% | −3,144−19.9% | 減碼 |
| Fermata Advisors, LLC | 12,751 | $91.5 萬 | 0.17% | +9,629+308.4% | 加碼 |
| IVC Wealth Advisors LLC | 12,752 | $91.5 萬 | 0.49% | −33−0.3% | 減碼 |
| Quotient Wealth Partners, LLC | 12,777 | $91.7 萬 | 0.03% | +709+5.9% | 加碼 |
| Savvy Advisors, Inc. | 12,793 | $91.8 萬 | 0.09% | +1,408+12.4% | 加碼 |
| Concord Wealth Partners | 12,819 | $92.0 萬 | 0.15% | +5,200+68.3% | 加碼 |
| Family Legacy, Inc. | 12,837 | $92.2 萬 | 0.32% | +37+0.3% | 加碼 |
| Optas, LLC | 12,840 | $92.2 萬 | 0.16% | +6,548+104.1% | 加碼 |
| Capital International Sarl | 12,883 | $92.5 萬 | 0.02% | −27,238−67.9% | 減碼 |
| FORA Capital, LLC | 12,890 | $92.5 萬 | 0.09% | +12,890 | 新進 |
| Heritage Family Offices, LLP | 12,893 | $92.6 萬 | 0.47% | +18+0.1% | 加碼 |
| Modern Wealth Management, LLC | 12,903 | $92.6 萬 | 0.03% | +1,773+15.9% | 加碼 |
| Entruity Wealth, LLC | 12,921 | $92.8 萬 | 0.87% | −350−2.6% | 減碼 |
| Richwood Investment Advisors, LLC | 12,934 | $92.9 萬 | 0.79% | −183−1.4% | 減碼 |
| BKD Wealth Advisors, LLC | 12,978 | $93.2 萬 | 0.02% | +159+1.2% | 加碼 |
| Carson Advisory Inc. | 12,996 | $93.3 萬 | 0.63% | −231−1.7% | 減碼 |
| Shakespeare Wealth Management, Inc. | 13,016 | $93.4 萬 | 0.25% | −823−5.9% | 減碼 |
| Quent Capital, LLC | 13,040 | $93.6 萬 | 0.10% | +429+3.4% | 加碼 |
| Royal Capital Wealth Management, LLC | 13,073 | $93.9 萬 | 0.66% | +374+2.9% | 加碼 |
| Segment Wealth Management, LLC | 13,157 | $94.5 萬 | 0.06% | +224+1.7% | 加碼 |
| 1st Source Bank | 13,159 | $94.5 萬 | 0.06% | +14+0.1% | 加碼 |
| Weatherly Asset Management L. P. | 13,170 | $94.5 萬 | 0.08% | 00.0% | 不變 |
| London & Capital Asset Management Ltd | 13,179 | $94.6 萬 | 0.08% | −28−0.2% | 減碼 |
| DF Dent & Co Inc | 13,189 | $94.7 萬 | 0.01% | +10,000+313.6% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 13,196 | $94.7 萬 | 0.03% | −24−0.2% | 減碼 |
| GFG Capital, LLC | 13,226 | $94.9 萬 | 0.29% | −60−0.5% | 減碼 |
| Bailard, Inc. | 13,237 | $95.0 萬 | 0.02% | +4,021+43.6% | 加碼 |
| C2C Wealth Management, LLC | 13,261 | $95.2 萬 | 0.89% | 00.0% | 不變 |
| Clarendon Private LLC | 13,269 | $95.3 萬 | 1.01% | +1,205+10.0% | 加碼 |
| Kanawha Capital Management LLC | 13,270 | $95.3 萬 | 0.07% | −244−1.8% | 減碼 |
| Telos Capital Management, Inc. | 13,316 | $95.6 萬 | 0.10% | −220−1.6% | 減碼 |
| Nations Financial Group Inc, | 13,317 | $95.6 萬 | 0.07% | +9,158+220.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 13,348 | $95.8 萬 | 0.09% | −5,066−27.5% | 減碼 |