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 |
|---|---|---|---|---|---|
| Tealwood Asset Management Inc | 19,525 | $140.2 萬 | 0.65% | −2,265−10.4% | 減碼 |
| Sweeney & Michel, LLC | 22,780 | $141.4 萬 | 0.62% | +22,780 | 新進 |
| Harbor Advisors LLC | 20,000 | $143.6 萬 | 0.25% | 00.0% | 不變 |
| Breakwater Capital Group | 20,035 | $143.8 萬 | 0.26% | +2,848+16.6% | 加碼 |
| JT Stratford LLC | 20,065 | $144.0 萬 | 0.25% | −917−4.4% | 減碼 |
| CX Institutional | 20,144 | $144.6 萬 | 0.05% | −289−1.4% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 20,149 | $144.7 萬 | 0.02% | −1,894−8.6% | 減碼 |
| Pure Financial Advisors, Inc. | 20,207 | $145.1 萬 | 0.03% | +2,317+13.0% | 加碼 |
| LS Investment Advisors, LLC | 20,213 | $145.1 萬 | 0.22% | 00.0% | 不變 |
| Jump Financial, LLC | 20,289 | $145.7 萬 | 0.02% | +539+2.7% | 加碼 |
| TRUE Private Wealth Advisors | 20,290 | $145.7 萬 | 0.18% | −70.0% | 減碼 |
| Garda Capital Partners LP | 20,345 | $146.1 萬 | 0.82% | +20,345 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 20,395 | $146.4 萬 | 0.30% | +313+1.6% | 加碼 |
| Unique Wealth Strategies, LLC | 20,395 | $146.4 萬 | 0.66% | −389−1.9% | 減碼 |
| Engineers Gate Manager LP | 20,396 | $146.4 萬 | 0.02% | −38,981−65.6% | 減碼 |
| Cetera Trust Company, N.A | 20,426 | $146.6 萬 | 0.93% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 20,598 | $147.9 萬 | 0.13% | −2,817−12.0% | 減碼 |
| Louisbourg Investments Inc. | 28,844 | $147.9 萬 | 0.40% | −400−1.4% | 減碼 |
| Lodestar Private Asset Management LLC | 20,603 | $147.9 萬 | 0.19% | +6,245+43.5% | 加碼 |
| Aaron Wealth Advisors | 20,623 | $148.0 萬 | 0.17% | +995+5.1% | 加碼 |
| First Financial Bank - Trust Division | 20,691 | $148.5 萬 | 0.14% | −49−0.2% | 減碼 |
| Ransom Advisory, Ltd | 20,786 | $149.2 萬 | 0.74% | +400+2.0% | 加碼 |
| Napa Wealth Management | 20,828 | $149.5 萬 | 0.84% | +20,828 | 新進 |
| Schechter Investment Advisors, LLC | 20,910 | $150.1 萬 | 0.12% | −1,652−7.3% | 減碼 |
| Level Four Advisory Services, LLC | 20,925 | $150.2 萬 | 0.06% | −2,018−8.8% | 減碼 |
| Hussman Strategic Advisors, Inc. | 21,000 | $150.8 萬 | 0.37% | −10,500−33.3% | 減碼 |
| Citadel Investment Advisory, Inc. | 21,041 | $151.1 萬 | 0.74% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 21,075 | $151.3 萬 | 0.19% | +30.0% | 加碼 |
| LJI Wealth Management, LLC | 21,099 | $151.5 萬 | 0.30% | −204−1.0% | 減碼 |
| Modera Wealth Management, LLC | 21,110 | $151.5 萬 | 0.02% | +548+2.7% | 加碼 |
| Welch Group, LLC | 21,461 | $151.7 萬 | 0.07% | −84−0.4% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 21,180 | $152.1 萬 | 0.05% | +3,969+23.1% | 加碼 |
| Martin & Co Inc | 21,241 | $152.5 萬 | 0.29% | +42+0.2% | 加碼 |
| Country Club Bank | 21,816 | $154.2 萬 | 0.10% | −110−0.5% | 減碼 |
| Cito Capital Group, LLC | 21,503 | $154.4 萬 | 0.59% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 21,732 | $156.0 萬 | 0.08% | −1,400−6.1% | 減碼 |
| Pflug Koory, LLC | 21,741 | $156.1 萬 | 0.87% | 00.0% | 不變 |
| Generali Investments, Management Co LLC | 21,797 | $156.5 萬 | 0.45% | +4,641+27.1% | 加碼 |
| Aspiriant, LLC | 21,881 | $157.1 萬 | 0.05% | −170−0.8% | 減碼 |
| Mutual Advisors, LLC | 22,624 | $157.8 萬 | 0.05% | −1,574−6.5% | 減碼 |
| Collar Capital Management, LLC | 22,085 | $158.5 萬 | 1.44% | 00.0% | 不變 |
| West Branch Capital LLC | 22,091 | $158.6 萬 | 0.53% | +4,904+28.5% | 加碼 |
| Davidson Trust Co | 22,228 | $159.6 萬 | 0.76% | −2,128−8.7% | 減碼 |
| Hartford Funds Management Co LLC | 22,237 | $159.6 萬 | 0.14% | −829−3.6% | 減碼 |
| Burke & Herbert Bank & Trust Co | 22,306 | $160.1 萬 | 0.39% | 00.0% | 不變 |
| Guerra Advisors Inc | 22,311 | $160.2 萬 | 0.90% | +2,672+13.6% | 加碼 |
| Rossmore Private Capital | 22,334 | $160.3 萬 | 0.20% | −290−1.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 22,474 | $161.3 萬 | 0.18% | +853+3.9% | 加碼 |
| Syon Capital LLC | 22,499 | $161.5 萬 | 0.13% | +3,446+18.1% | 加碼 |
| Beck Bode, LLC | 22,698 | $162.9 萬 | 0.30% | +22,698 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 22,802 | $163.7 萬 | 0.15% | −11,198−32.9% | 減碼 |
| Howard Capital Management Inc. | 22,840 | $164.0 萬 | 0.04% | −3,045−11.8% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 22,873 | $164.2 萬 | 0.12% | +372+1.7% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 22,931 | $164.6 萬 | 0.14% | −300−1.3% | 減碼 |
| Capital Group Private Client Services, Inc. | 22,934 | $164.6 萬 | 0.02% | −691,581−96.8% | 減碼 |
| Citizens National Bank Trust Department | 23,127 | $166.0 萬 | 0.35% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 25,478 | $167.3 萬 | 0.60% | +1,226+5.1% | 加碼 |
| Premier Path Wealth Partners, LLC | 23,366 | $167.7 萬 | 0.26% | +235+1.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 23,380 | $167.8 萬 | 0.13% | +2,848+13.9% | 加碼 |
| Mather Group, LLC. | 23,424 | $168.2 萬 | 0.02% | +2,680+12.9% | 加碼 |
| Integrated Advisors Network LLC | 23,437 | $168.3 萬 | 0.09% | −32−0.1% | 減碼 |
| Hedges Asset Management LLC | 23,500 | $168.7 萬 | 1.11% | −3,000−11.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 23,513 | $168.8 萬 | 0.09% | +1,941+9.0% | 加碼 |
| FOCUS Wealth Advisors, LLC | 23,525 | $168.9 萬 | 0.93% | +1,215+5.4% | 加碼 |
| Holderness Investments Co | 23,551 | $169.1 萬 | 0.39% | −159−0.7% | 減碼 |
| Fort Sheridan Advisors LLC | 23,565 | $169.2 萬 | 0.26% | −415−1.7% | 減碼 |
| Fiduciary Group LLC | 23,692 | $170.1 萬 | 0.17% | −140−0.6% | 減碼 |
| NBC Securities, Inc. | 23,791 | $170.7 萬 | 0.15% | +23,767+99,029.2% | 加碼 |
| One Capital Management, LLC | 23,804 | $170.9 萬 | 0.06% | +1,328+5.9% | 加碼 |
| Westpac Banking Corp | 24,009 | $172.4 萬 | 0.13% | −6,122−20.3% | 減碼 |
| Rokos Capital Management LLP | 24,045 | $172.5 萬 | 0.05% | +24,045 | 新進 |
| Insight Advisors, LLC | 24,073 | $172.8 萬 | 0.30% | +125+0.5% | 加碼 |
| National Philanthropic Trust | 24,081 | $172.9 萬 | 0.03% | −2,421−9.1% | 減碼 |
| Aviso Wealth Management | 24,113 | $173.1 萬 | 0.92% | −4,165−14.7% | 減碼 |
| Soltis Investment Advisors LLC | 24,140 | $173.3 萬 | 0.15% | +281+1.2% | 加碼 |
| Cadinha & Co LLC | 24,154 | $173.4 萬 | 0.37% | −800−3.2% | 減碼 |
| Gilbert & Cook, Inc. | 24,228 | $173.9 萬 | 0.25% | −1,161−4.6% | 減碼 |
| Vista Investment Management | 24,265 | $174.2 萬 | 0.68% | −1,222−4.8% | 減碼 |
| Meridian Investment Counsel Inc. | 24,295 | $174.4 萬 | 0.51% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 24,335 | $174.7 萬 | 0.27% | +13+0.1% | 加碼 |
| First Horizon Advisors, Inc. | 24,380 | $175.0 萬 | 0.05% | +741+3.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 24,535 | $176.1 萬 | 0.07% | −3,476−12.4% | 減碼 |
| Aventura Private Wealth, LLC | 24,538 | $176.2 萬 | 0.92% | +1,397+6.0% | 加碼 |
| HBK Sorce Advisory LLC | 24,543 | $176.2 萬 | 0.05% | +1,617+7.1% | 加碼 |
| HAP Trading, LLC | 24,570 | $176.4 萬 | 0.63% | −35,364−59.0% | 減碼 |
| BLI - Banque de Luxembourg Investments | 25,000 | $176.4 萬 | 0.05% | +25,000 | 新進 |
| Silvercrest Asset Management Group LLC | 24,656 | $177.0 萬 | 0.01% | +581+2.4% | 加碼 |
| Quantitative Investment Management, LLC | 24,688 | $177.2 萬 | 0.16% | +24,688 | 新進 |
| Arkadios Wealth Advisors | 24,723 | $177.5 萬 | 0.07% | +2,612+11.8% | 加碼 |
| Dynasty Wealth Management, LLC | 24,893 | $178.7 萬 | 0.03% | +207+0.8% | 加碼 |
| Jeppson Wealth Management, LLC | 24,980 | $179.3 萬 | 0.66% | −535−2.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 28,944 | $180.5 萬 | 0.04% | +2,985+11.5% | 加碼 |
| Summit Financial, LLC | 25,194 | $180.9 萬 | 0.05% | +1,165+4.8% | 加碼 |
| CWC Advisors, LLC. | 25,194 | $180.9 萬 | 1.03% | +8,398+50.0% | 加碼 |
| Chemistry Wealth Management LLC | 25,197 | $180.9 萬 | 0.42% | −129−0.5% | 減碼 |
| Potomac Fund Management Inc | 28,550 | $182.7 萬 | 0.80% | +675+2.4% | 加碼 |
| Drive Wealth Management, LLC | 25,641 | $184.1 萬 | 0.43% | +669+2.7% | 加碼 |
| Pictet Bank & Trust Ltd | 25,654 | $184.2 萬 | 2.25% | −12,371−32.5% | 減碼 |
| Pinnacle Bancorp, Inc. | 25,706 | $184.5 萬 | 0.60% | −2,588−9.1% | 減碼 |
| Equitable Trust Co | 25,867 | $185.7 萬 | 0.10% | +1,943+8.1% | 加碼 |