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 |
|---|---|---|---|---|---|
| Resources Management Corp | 25,990 | $186.6 萬 | 0.26% | −250−1.0% | 減碼 |
| Sabal Trust CO | 26,073 | $187.2 萬 | 0.10% | +5,545+27.0% | 加碼 |
| Private Trust Co NA | 26,368 | $189.3 萬 | 0.19% | +249+1.0% | 加碼 |
| Skopos Labs, Inc. | 26,455 | $189.9 萬 | 0.41% | +3,186+13.7% | 加碼 |
| Buffington Mohr McNeal | 26,611 | $191.0 萬 | 0.38% | +3,809+16.7% | 加碼 |
| Credit Industriel Et Commercial | 26,611 | $191.0 萬 | 0.35% | +26,611 | 新進 |
| Snowden Capital Advisors LLC | 26,634 | $191.2 萬 | 0.06% | −3,746−12.3% | 減碼 |
| Walter & Keenan Financial Consulting Co | 26,653 | $191.3 萬 | 0.58% | +602+2.3% | 加碼 |
| Independent Financial Group, LLC | 26,743 | $192.0 萬 | 0.07% | −4,252−13.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 26,805 | $192.4 萬 | 0.05% | −80−0.3% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 26,826 | $192.6 萬 | 0.06% | −5,595−17.3% | 減碼 |
| Sagespring Wealth Partners, LLC | 26,891 | $193.1 萬 | 0.05% | +6,852+34.2% | 加碼 |
| Conning Inc. | 26,903 | $193.1 萬 | 0.07% | −993−3.6% | 減碼 |
| Selway Asset Management | 27,200 | $195.3 萬 | 0.81% | −10,600−28.0% | 減碼 |
| Pacifica Partners Inc. | 29,738 | $195.3 萬 | 0.89% | −50.0% | 減碼 |
| CBOE Vest Financial, LLC | 27,256 | $195.7 萬 | 0.03% | +11,547+73.5% | 加碼 |
| GM Advisory Group, Inc. | 27,327 | $196.2 萬 | 0.11% | +196+0.7% | 加碼 |
| Islay Capital Management, LLC | 27,395 | $196.7 萬 | 1.33% | +744+2.8% | 加碼 |
| Dorsey Wright & Associates | 27,517 | $197.5 萬 | 0.50% | +27,517 | 新進 |
| Everett Harris & Co | 27,521 | $197.6 萬 | 0.03% | +900+3.4% | 加碼 |
| Northside Capital Management, LLC | 27,530 | $197.6 萬 | 0.32% | +403+1.5% | 加碼 |
| Highland Capital Management, LLC | 27,601 | $198.1 萬 | 0.12% | +10,003+56.8% | 加碼 |
| Lawson Kroeker Investment Management Inc | 27,674 | $198.7 萬 | 0.37% | −6,640−19.4% | 減碼 |
| Peak Asset Management, LLC | 27,713 | $199.0 萬 | 0.38% | −2,075−7.0% | 減碼 |
| Marotta Asset Management | 35,237 | $199.1 萬 | 0.39% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 28,162 | $199.1 萬 | 0.19% | +4,233+17.7% | 加碼 |
| Winton Group Ltd | 28,013 | $201.1 萬 | 0.12% | +16,883+151.7% | 加碼 |
| Mystic Asset Management, Inc. | 28,020 | $201.2 萬 | 0.53% | −265−0.9% | 減碼 |
| Founders Financial Securities LLC | 28,977 | $201.2 萬 | 0.17% | −842−2.8% | 減碼 |
| London Co of Virginia | 28,305 | $203.2 萬 | 0.01% | +3,404+13.7% | 加碼 |
| Freemont Management S.A. | 28,400 | $203.9 萬 | 0.80% | −2,800−9.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 28,540 | $204.9 萬 | 0.06% | +1,690+6.3% | 加碼 |
| Fisher Asset Management, LLC | 28,579 | $205.2 萬 | 0.00% | −1,210−4.1% | 減碼 |
| Wrapmanager Inc | 28,581 | $205.2 萬 | 0.54% | −3,810−11.8% | 減碼 |
| International Assets Investment Management, LLC | 947,716 | $205.5 萬 | 0.18% | +947,716 | 新進 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 28,629 | $205.5 萬 | 0.42% | −385,213−93.1% | 減碼 |
| Argent Advisors, Inc. | 28,633 | $205.6 萬 | 0.69% | −272−0.9% | 減碼 |
| Apella Capital, LLC | 31,011 | $205.7 萬 | 0.07% | +3,474+12.6% | 加碼 |
| Rothschild Investment LLC | 28,699 | $206.0 萬 | 0.14% | +352+1.2% | 加碼 |
| Harbour Investments, Inc. | 28,749 | $206.4 萬 | 0.06% | +99+0.3% | 加碼 |
| Massmutual Trust Co FSB | 28,801 | $206.8 萬 | 0.06% | −3,003−9.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,811 | $206.8 萬 | 0.05% | +6,053+26.6% | 加碼 |
| FSB Premier Wealth Management, Inc. | 28,866 | $207.2 萬 | 0.81% | +3,908+15.7% | 加碼 |
| Talon Private Wealth, LLC | 28,545 | $207.3 萬 | 0.28% | +27,744+3,463.7% | 加碼 |
| Round Hill Asset Management | 28,997 | $208.2 萬 | 1.50% | −6,195−17.6% | 減碼 |
| Congress Wealth Management LLC | 28,654 | $208.3 萬 | 0.02% | +21,202+284.5% | 加碼 |
| Catalyst Funds Management Pty Ltd | 29,160 | $209.3 萬 | 0.55% | −53,940−64.9% | 減碼 |
| Portfolio Design Labs, LLC | 29,262 | $210.1 萬 | 0.43% | −38,896−57.1% | 減碼 |
| Diversify Wealth Management, LLC | 29,678 | $211.0 萬 | 0.16% | −1,672−5.3% | 減碼 |
| Xcel Wealth Management, LLC | 29,569 | $212.3 萬 | 0.66% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 29,573 | $212.3 萬 | 0.07% | +2,407+8.9% | 加碼 |
| Alaska Permanent Fund Corp | 29,947 | $212.7 萬 | 0.03% | 00.0% | 不變 |
| Shelton Wealth Management, LLC | 29,654 | $212.9 萬 | 1.22% | +19+0.1% | 加碼 |
| Carret Asset Management, LLC | 29,722 | $213.4 萬 | 0.24% | −175−0.6% | 減碼 |
| Baker Avenue Asset Management, LP | 29,820 | $214.1 萬 | 0.07% | +1,167+4.1% | 加碼 |
| N.E.W. Advisory Services LLC | 29,836 | $214.2 萬 | 0.16% | +1,420+5.0% | 加碼 |
| David Loasby | 33,939 | $214.2 萬 | 0.21% | +840+2.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 29,874 | $214.5 萬 | 0.03% | +450+1.5% | 加碼 |
| Marco Investment Management LLC | 29,951 | $215.0 萬 | 0.20% | +450+1.5% | 加碼 |
| Banco BTG Pactual S.A. | 30,000 | $215.4 萬 | 0.54% | +1,889+6.7% | 加碼 |
| Marks Group Wealth Management, Inc | 30,173 | $216.6 萬 | 0.21% | −254−0.8% | 減碼 |
| Johnson Investment Counsel Inc | 30,197 | $216.8 萬 | 0.02% | −1,370−4.3% | 減碼 |
| Scott & Selber, Inc. | 30,242 | $217.1 萬 | 0.70% | +20+0.1% | 加碼 |
| Truvestments Capital LLC | 30,332 | $217.8 萬 | 0.47% | +29,618+4,148.2% | 加碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $218.2 萬 | 0.14% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 30,420 | $218.4 萬 | 0.19% | +143+0.5% | 加碼 |
| Fidelis Capital Partners, LLC | 31,469 | $219.4 萬 | 0.23% | −995−3.1% | 減碼 |
| Granite Investment Partners, LLC | 30,587 | $219.6 萬 | 0.11% | 00.0% | 不變 |
| Avantra Family Wealth, Inc. | 30,619 | $219.8 萬 | 2.11% | +262+0.9% | 加碼 |
| Argus Investors' Counsel, Inc. | 30,870 | $221.6 萬 | 1.69% | +40+0.1% | 加碼 |
| Smith Shellnut Wilson LLC | 30,891 | $221.8 萬 | 1.02% | +504+1.7% | 加碼 |
| Great Lakes Retirement, Inc. | 30,989 | $222.5 萬 | 0.29% | +126+0.4% | 加碼 |
| Aspire Private Capital, LLC | 31,040 | $222.8 萬 | 0.55% | +1,889+6.5% | 加碼 |
| SeaBridge Investment Advisors LLC | 31,142 | $223.6 萬 | 0.48% | +20,796+201.0% | 加碼 |
| Schnieders Capital Management LLC | 31,219 | $224.1 萬 | 0.48% | −2,410−7.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 31,375 | $225.2 萬 | 0.07% | +31,375 | 新進 |
| Applied Capital LLC | 31,440 | $225.7 萬 | 1.81% | −160−0.5% | 減碼 |
| Private Wealth Asset Management, LLC | 31,512 | $226.2 萬 | 0.33% | +31,512 | 新進 |
| Aptus Capital Advisors, LLC | 31,566 | $226.6 萬 | 0.03% | +2,881+10.0% | 加碼 |
| Westmount Partners, LLC | 31,626 | $227.0 萬 | 0.69% | +274+0.9% | 加碼 |
| We Are One Seven, LLC | 31,658 | $227.3 萬 | 0.09% | +4,068+14.7% | 加碼 |
| Auxier Asset Management | 31,787 | $228.2 萬 | 0.34% | −155−0.5% | 減碼 |
| Royal Fund Management, LLC | 31,884 | $228.9 萬 | 0.27% | −31,752−49.9% | 減碼 |
| YHB Investment Advisors, Inc. | 31,992 | $229.7 萬 | 0.19% | −1,057−3.2% | 減碼 |
| Grimes & Company, Inc. | 32,010 | $229.8 萬 | 0.07% | −368−1.1% | 減碼 |
| AF Advisors, Inc. | 32,040 | $230.0 萬 | 0.44% | 00.0% | 不變 |
| Capital Markets Trading UK LLP | 32,056 | $230.1 萬 | 2.63% | +16,315+103.6% | 加碼 |
| Massachusetts Wealth Management | 32,117 | $230.6 萬 | 1.58% | −360−1.1% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,150 | $230.8 萬 | 1.13% | −28−0.1% | 減碼 |
| Congress Park Capital LLC | 32,151 | $230.8 萬 | 0.87% | +2,391+8.0% | 加碼 |
| Arete Wealth Advisors, LLC | 41,050 | $231.0 萬 | 0.18% | +16,817+69.4% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $231.2 萬 | 0.73% | 00.0% | 不變 |
| Stevens Capital Management LP | 32,349 | $232.2 萬 | 0.58% | +32,349 | 新進 |
| Silvant Capital Management LLC | 32,416 | $232.7 萬 | 0.11% | +572+1.8% | 加碼 |
| Shell Asset Management Co | 32,630 | $234.3 萬 | 0.11% | −1,541−4.5% | 減碼 |
| Roxbury Financial LLC | 29,976 | $234.8 萬 | 2.30% | −493−1.6% | 減碼 |
| Johnson Financial Group, Inc. | 32,744 | $235.1 萬 | 0.12% | +1,079+3.4% | 加碼 |
| Bennett Selby Investments LP | 32,760 | $235.2 萬 | 0.93% | +184+0.6% | 加碼 |
| Golden State Equity Partners | 32,871 | $236.0 萬 | 0.47% | −40−0.1% | 減碼 |
| GHP Investment Advisors, Inc. | 32,922 | $236.3 萬 | 0.11% | +957+3.0% | 加碼 |