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 |
|---|---|---|---|---|---|
| Sendero Wealth Management, LLC | 16,009 | $114.9 萬 | 0.16% | −4,508−22.0% | 減碼 |
| Providence Wealth Advisors, LLC | 16,305 | $115.6 萬 | 0.88% | +235+1.5% | 加碼 |
| XML Financial, LLC | 16,359 | $117.4 萬 | 0.11% | +129+0.8% | 加碼 |
| GeoWealth Management, LLC | 16,360 | $117.5 萬 | 0.05% | −5,949−26.7% | 減碼 |
| LMCG Investments, LLC | 16,427 | $117.9 萬 | 0.08% | −167−1.0% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 16,428 | $117.9 萬 | 0.18% | +1,562+10.5% | 加碼 |
| Beutel, Goodman & Co Ltd. | 16,515 | $118.5 萬 | 0.01% | +16,515 | 新進 |
| Insigneo Advisory Services, LLC | 16,574 | $119.0 萬 | 0.12% | +1,177+7.6% | 加碼 |
| Palisade Asset Management, LLC | 16,589 | $119.1 萬 | 0.12% | 00.0% | 不變 |
| First City Capital Management, Inc. | 16,651 | $119.5 萬 | 0.72% | −1,064−6.0% | 減碼 |
| Claro Advisors LLC | 16,679 | $119.7 萬 | 0.16% | +2,408+16.9% | 加碼 |
| Knuff & Co LLC | 16,692 | $119.8 萬 | 0.40% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 16,836 | $120.9 萬 | 0.06% | −2,130−11.2% | 減碼 |
| Diversify Advisory Services, LLC | 17,004 | $120.9 萬 | 0.08% | −211−1.2% | 減碼 |
| Nicolet Bankshares Inc | 16,898 | $121.3 萬 | 0.24% | +2,000+13.4% | 加碼 |
| Boltwood Capital Management | 16,900 | $121.3 萬 | 0.37% | −75−0.4% | 減碼 |
| AMG National Trust Bank | 16,925 | $121.5 萬 | 0.03% | +3,771+28.7% | 加碼 |
| Busey Wealth Management | 17,016 | $122.2 萬 | 0.04% | +668+4.1% | 加碼 |
| Diligent Investors, LLC | 17,100 | $122.8 萬 | 0.30% | +114+0.7% | 加碼 |
| Vivid Wealth Management, LLC | 17,110 | $122.8 萬 | 0.61% | +198+1.2% | 加碼 |
| Potentia Wealth | 17,112 | $122.8 萬 | 0.58% | −5,000−22.6% | 減碼 |
| AustralianSuper Pty Ltd | 17,163 | $123.2 萬 | 0.01% | −1,307,375−98.7% | 減碼 |
| Alta Advisers Ltd | 17,207 | $123.5 萬 | 0.53% | +6,200+56.3% | 加碼 |
| Dakota Wealth Management | 17,229 | $123.7 萬 | 0.03% | −109−0.6% | 減碼 |
| Keystone Financial Services | 17,381 | $124.8 萬 | 0.48% | −1,137−6.1% | 減碼 |
| IHT Wealth Management, LLC | 17,401 | $124.9 萬 | 0.04% | +1,146+7.1% | 加碼 |
| BBR Partners, LLC | 17,439 | $125.2 萬 | 0.09% | −129−0.7% | 減碼 |
| Murphy Pohlad Asset Management LLC | 17,453 | $125.3 萬 | 0.53% | −1,280−6.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 17,459 | $125.3 萬 | 0.03% | −768−4.2% | 減碼 |
| Ancora Advisors, LLC | 17,524 | $125.8 萬 | 0.03% | −75−0.4% | 減碼 |
| Severin Investments, LLC | 17,531 | $125.9 萬 | 1.26% | +674+4.0% | 加碼 |
| Garrison Point Advisors, LLC | 17,534 | $125.9 萬 | 0.61% | +508+3.0% | 加碼 |
| Penobscot Investment Management Company, Inc. | 17,561 | $126.1 萬 | 0.12% | −2,800−13.8% | 減碼 |
| ICONIQ Capital, LLC | 17,569 | $126.1 萬 | 0.02% | +3,054+21.0% | 加碼 |
| Cypress Wealth Services, LLC | 17,577 | $126.2 萬 | 0.26% | +1,573+9.8% | 加碼 |
| Jacobi Capital Management LLC | 17,584 | $126.2 萬 | 0.09% | +35+0.2% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 17,634 | $126.6 萬 | 0.09% | −64−0.4% | 減碼 |
| Essex Savings Bank | 17,650 | $126.7 萬 | 0.31% | −180−1.0% | 減碼 |
| Spire Wealth Management | 17,675 | $126.9 萬 | 0.04% | +1,750+11.0% | 加碼 |
| Wharton Business Group, LLC | 17,695 | $127.0 萬 | 0.06% | −50.0% | 減碼 |
| Madison Asset Management, LLC | 17,703 | $127.1 萬 | 0.01% | −23,884−57.4% | 減碼 |
| Graypoint LLC | 17,704 | $127.1 萬 | 0.08% | −494−2.7% | 減碼 |
| Gibbs Wealth Management | 17,763 | $127.5 萬 | 0.31% | +615+3.6% | 加碼 |
| Northern Oak Wealth Management Inc | 17,795 | $127.8 萬 | 0.16% | −1,797−9.2% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 17,833 | $128.0 萬 | 0.43% | −2,314−11.5% | 減碼 |
| RIA Advisory Group LLC | 17,843 | $128.1 萬 | 0.42% | −3,006−14.4% | 減碼 |
| Exencial Wealth Advisors, LLC | 17,878 | $128.3 萬 | 0.05% | +301+1.7% | 加碼 |
| VestGen Advisors, LLC | 17,880 | $128.4 萬 | 0.06% | +17,880 | 新進 |
| Barbara Oil Co. | 18,000 | $129.2 萬 | 0.52% | 00.0% | 不變 |
| PMC FIG Opportunities LLC | 18,000 | $129.2 萬 | 3.15% | +18,000 | 新進 |
| GTS Securities LLC | 18,033 | $129.5 萬 | 0.06% | −9,192−33.8% | 減碼 |
| PFG Investments, LLC | 18,066 | $129.7 萬 | 0.08% | +40+0.2% | 加碼 |
| Essex Financial Services, Inc. | 18,081 | $129.8 萬 | 0.09% | −786−4.2% | 減碼 |
| Journey Strategic Wealth LLC | 18,112 | $130.0 萬 | 0.05% | +697+4.0% | 加碼 |
| Delap Wealth Advisory, LLC | 18,162 | $130.4 萬 | 0.73% | 00.0% | 不變 |
| First National Trust Co | 18,190 | $130.6 萬 | 0.05% | −910−4.8% | 減碼 |
| Mainstay Capital Management LLC | 18,199 | $130.7 萬 | 0.18% | −1,633−8.2% | 減碼 |
| Lazari Capital Management, Inc. | 18,246 | $131.0 萬 | 0.54% | −918−4.8% | 減碼 |
| China Universal Asset Management Co., Ltd. | 18,280 | $131.2 萬 | 0.12% | +1,428+8.5% | 加碼 |
| Legacy Financial Advisors, Inc. | 18,304 | $131.4 萬 | 0.22% | +2,204+13.7% | 加碼 |
| Sompo Asset Management Co., Ltd. | 18,310 | $131.4 萬 | 0.24% | +400+2.2% | 加碼 |
| MV Capital Management, Inc. | 18,311 | $131.5 萬 | 0.14% | +91+0.5% | 加碼 |
| Sage Mountain Advisors LLC | 18,365 | $131.8 萬 | 0.10% | +14+0.1% | 加碼 |
| Sentry LLC | 18,415 | $132.2 萬 | 0.26% | −107−0.6% | 減碼 |
| Retirement Planning Co of New England, Inc. | 18,434 | $132.3 萬 | 0.68% | +144+0.8% | 加碼 |
| Annandale Capital, LLC | 18,436 | $132.4 萬 | 0.25% | −79−0.4% | 減碼 |
| Simon Quick Advisors, LLC | 18,485 | $132.7 萬 | 0.08% | +4,720+34.3% | 加碼 |
| Fulton Bank, N.A. | 18,538 | $133.1 萬 | 0.05% | −875−4.5% | 減碼 |
| Excalibur Management Corp | 18,546 | $133.1 萬 | 0.52% | −860−4.4% | 減碼 |
| Adviser Investments LLC | 18,562 | $133.3 萬 | 0.02% | −729−3.8% | 減碼 |
| Archford Capital Strategies, LLC | 18,631 | $133.8 萬 | 0.20% | +18,631 | 新進 |
| William B. Walkup & Associates, Inc. | 18,667 | $134.0 萬 | 0.82% | +830+4.7% | 加碼 |
| Prudent Man Advisors, LLC | 18,698 | $134.2 萬 | 0.49% | +442+2.4% | 加碼 |
| Washington Trust Bank | 18,736 | $134.5 萬 | 0.13% | +377+2.1% | 加碼 |
| Ameritas Advisory Services, LLC | 18,913 | $134.6 萬 | 0.05% | +442+2.4% | 加碼 |
| Investors Asset Management of Georgia Inc | 18,781 | $134.8 萬 | 0.68% | −740−3.8% | 減碼 |
| LexAurum Advisors, LLC | 18,792 | $134.9 萬 | 0.26% | −96−0.5% | 減碼 |
| Clarius Group, LLC | 18,877 | $135.5 萬 | 0.09% | −193−1.0% | 減碼 |
| Main Street Research LLC | 18,882 | $135.6 萬 | 0.09% | −1,893−9.1% | 減碼 |
| Integrity Alliance, LLC. | 18,892 | $135.6 萬 | 0.05% | +18,892 | 新進 |
| Courier Capital LLC | 18,928 | $135.9 萬 | 0.09% | −912−4.6% | 減碼 |
| Hilltop Holdings Inc. | 18,939 | $136.0 萬 | 0.09% | +1,649+9.5% | 加碼 |
| Meridian Wealth Management, LLC | 18,976 | $136.2 萬 | 0.07% | +9,871+108.4% | 加碼 |
| GF Fund Management Co. Ltd. | 18,999 | $136.4 萬 | 0.03% | +12,944+213.8% | 加碼 |
| Affinity Investment Advisors, LLC | 19,018 | $136.5 萬 | 1.11% | −405−2.1% | 減碼 |
| Fiduciary Alliance LLC | 19,046 | $136.7 萬 | 0.13% | −2,621−12.1% | 減碼 |
| Lindbrook Capital, LLC | 19,199 | $137.8 萬 | 0.13% | −614−3.1% | 減碼 |
| Chicago Capital, LLC | 19,247 | $138.2 萬 | 0.04% | 00.0% | 不變 |
| Kennedy Investment Group | 19,248 | $138.2 萬 | 0.64% | −847−4.2% | 減碼 |
| Continuum Advisory, LLC | 19,255 | $138.2 萬 | 0.18% | +3,336+21.0% | 加碼 |
| First Dallas Securities Inc. | 19,278 | $138.4 萬 | 0.58% | +2,903+17.7% | 加碼 |
| M.E. Allison & Co., Inc. | 19,385 | $139.2 萬 | 1.38% | +10.0% | 加碼 |
| Caldwell Trust Co | 19,399 | $139.3 萬 | 0.15% | +1,481+8.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 19,447 | $139.4 萬 | 0.04% | +19,447 | 新進 |
| American State Bank (Iowa) | 19,424 | $139.4 萬 | 0.84% | +92+0.5% | 加碼 |
| Wright Investors Service Inc | 19,481 | $139.9 萬 | 0.46% | +6,084+45.4% | 加碼 |
| Everhart Financial Group, Inc. | 19,490 | $139.9 萬 | 0.19% | +926+5.0% | 加碼 |
| Trust Co of Toledo NA | 19,509 | $140.1 萬 | 0.19% | −3,226−14.2% | 減碼 |
| First Bank & Trust | 19,509 | $140.1 萬 | 0.27% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 19,519 | $140.1 萬 | 0.32% | −350−1.8% | 減碼 |