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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 32,992 | $236.8 萬 | 0.10% | −548−1.6% | 減碼 |
| Cigna Investments Inc | 33,072 | $237.4 萬 | 0.44% | −1,212−3.5% | 減碼 |
| One Wealth Advisors, LLC | 33,102 | $237.6 萬 | 0.35% | +5,374+19.4% | 加碼 |
| Mount Yale Investment Advisors, LLC | 33,210 | $238.4 萬 | 0.20% | +4,643+16.3% | 加碼 |
| Brown Brothers Harriman & Co | 33,385 | $239.7 萬 | 0.02% | −13,491−28.8% | 減碼 |
| Neville Rodie & Shaw Inc | 33,423 | $239.9 萬 | 0.19% | 00.0% | 不變 |
| Stableford Capital II LLC | 37,090 | $240.0 萬 | 1.02% | −31−0.1% | 減碼 |
| Lummis Asset Management, LP | 33,751 | $241.8 萬 | 1.68% | +6,192+22.5% | 加碼 |
| Iams Wealth Management, LLC | 34,011 | $244.2 萬 | 1.12% | −970−2.8% | 減碼 |
| Miller Investment Management, LP | 34,082 | $244.7 萬 | 0.27% | 00.0% | 不變 |
| Meeder Asset Management Inc | 34,193 | $245.5 萬 | 0.17% | +33,299+3,724.7% | 加碼 |
| QV Investors Inc. | 34,267 | $246.0 萬 | 0.25% | −2,600−7.1% | 減碼 |
| Atomi Financial Group, Inc. | 34,502 | $247.7 萬 | 0.11% | +3,526+11.4% | 加碼 |
| Diversified Trust Co | 34,587 | $248.3 萬 | 0.06% | +119+0.3% | 加碼 |
| Triangle Securities Wealth Management | 34,607 | $248.4 萬 | 0.64% | −454−1.3% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 34,722 | $249.3 萬 | 0.14% | −1,000−2.8% | 減碼 |
| Chicago Partners Investment Group LLC | 34,129 | $249.8 萬 | 0.08% | +2,066+6.4% | 加碼 |
| Naviter Wealth, LLC | 35,596 | $251.6 萬 | 0.30% | −6,910−16.3% | 減碼 |
| Rehmann Capital Advisory Group | 35,299 | $253.4 萬 | 0.16% | +2,978+9.2% | 加碼 |
| Coppell Advisory Solutions LLC | 35,671 | $253.6 萬 | 0.38% | −10,467−22.7% | 減碼 |
| Central Pacific Bank - Trust Division | 35,383 | $254.0 萬 | 0.35% | −6,187−14.9% | 減碼 |
| Miracle Mile Advisors, LLC | 35,455 | $254.5 萬 | 0.05% | +289+0.8% | 加碼 |
| Wesbanco Bank Inc | 35,524 | $255.0 萬 | 0.09% | −702−1.9% | 減碼 |
| Venture Visionary Partners LLC | 35,870 | $257.5 萬 | 0.11% | +13,002+56.9% | 加碼 |
| Griffith & Werner, Inc. | 35,958 | $258.1 萬 | 1.61% | +2,111+6.2% | 加碼 |
| Keystone Wealth Services, LLC | 35,970 | $258.2 萬 | 0.70% | +10.0% | 加碼 |
| Leonteq Securities AG | 35,979 | $258.3 萬 | 0.20% | +2,828+8.5% | 加碼 |
| Ally Financial Inc. | 36,000 | $258.4 萬 | 0.29% | 00.0% | 不變 |
| NBT Bank N A | 36,037 | $258.7 萬 | 0.19% | −8,252−18.6% | 減碼 |
| Ronald Blue Trust, Inc. | 36,323 | $260.8 萬 | 0.03% | +4,160+12.9% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 36,586 | $262.7 萬 | 0.17% | +13,011+55.2% | 加碼 |
| Capital Asset Advisory Services LLC | 36,368 | $262.8 萬 | 0.13% | −8,637−19.2% | 減碼 |
| First Citizens Bank & Trust Co | 36,632 | $263.0 萬 | 0.07% | +778+2.2% | 加碼 |
| American Money Management, LLC | 36,706 | $263.5 萬 | 0.50% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 36,826 | $264.4 萬 | 0.04% | −169−0.5% | 減碼 |
| Benjamin Edwards Inc | 37,021 | $265.8 萬 | 0.04% | −9,708−20.8% | 減碼 |
| Centaurus Financial, Inc. | 37,058 | $266.0 萬 | 0.16% | −71−0.2% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 37,064 | $266.1 萬 | 0.05% | +19,333+109.0% | 加碼 |
| Transform Wealth, LLC | 37,099 | $266.3 萬 | 0.16% | −3,088−7.7% | 減碼 |
| Aspen Grove Capital, LLC | 37,207 | $267.1 萬 | 0.51% | −147−0.4% | 減碼 |
| Legato Capital Management LLC | 37,484 | $269.1 萬 | 0.36% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 37,485 | $269.1 萬 | 0.12% | 00.0% | 不變 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,714 | $270.7 萬 | 0.41% | −25−0.1% | 減碼 |
| Caas Capital Management LP | 37,926 | $272.3 萬 | 1.29% | +23,307+159.4% | 加碼 |
| SBI Securities Co., Ltd. | 38,155 | $273.9 萬 | 0.09% | −44−0.1% | 減碼 |
| Foundations Investment Advisors, LLC | 38,236 | $274.5 萬 | 0.05% | +13,355+53.7% | 加碼 |
| Pring Turner Capital Group Inc | 38,322 | $275.1 萬 | 1.71% | −908−2.3% | 減碼 |
| Cunning Capital Partners, LP | 38,454 | $276.1 萬 | 1.76% | −221−0.6% | 減碼 |
| Tower Bridge Advisors | 38,476 | $276.2 萬 | 0.31% | +3,030+8.5% | 加碼 |
| Central Trust Co | 38,524 | $276.6 萬 | 0.07% | −3,438−8.2% | 減碼 |
| Meiji Yasuda Life Insurance Co | 38,673 | $277.6 萬 | 0.06% | −6,296−14.0% | 減碼 |
| Oarsman Capital, Inc. | 38,725 | $278.0 萬 | 0.50% | +316+0.8% | 加碼 |
| United Asset Strategies, Inc. | 38,753 | $278.2 萬 | 0.26% | −895−2.3% | 減碼 |
| Fiduciary Family Office, LLC | 38,948 | $279.6 萬 | 0.93% | +38,948 | 新進 |
| Raiffeisen Bank International AG | 39,957 | $282.5 萬 | 0.05% | +11,660+41.2% | 加碼 |
| NWF Advisory Services Inc. | 39,575 | $284.1 萬 | 0.40% | −3,244−7.6% | 減碼 |
| Nebula Research & Development LLC | 39,741 | $285.3 萬 | 0.26% | +24,532+161.3% | 加碼 |
| Capital Investment Counsel, Inc | 39,808 | $285.8 萬 | 0.43% | +460+1.2% | 加碼 |
| NVWM, LLC | 39,832 | $286.0 萬 | 0.76% | +10,159+34.2% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 39,871 | $286.2 萬 | 0.68% | +797+2.0% | 加碼 |
| Parallel Advisors, LLC | 39,882 | $286.3 萬 | 0.06% | +2,655+7.1% | 加碼 |
| IFP Advisors, Inc | 40,056 | $287.5 萬 | 0.09% | −8,822−18.0% | 減碼 |
| Inkwell Capital LLC | 40,203 | $288.6 萬 | 3.15% | −7,827−16.3% | 減碼 |
| SCS Capital Management LLC | 40,508 | $290.8 萬 | 0.04% | +40,508 | 新進 |
| Brookstone Capital Management | 40,630 | $291.7 萬 | 0.04% | +22,954+129.9% | 加碼 |
| Harvest Fund Management Co., Ltd | 41,259 | $293.3 萬 | 0.15% | +22,258+117.1% | 加碼 |
| Trust Asset Management LLC | 40,968 | $294.1 萬 | 0.24% | −2,184−5.1% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 41,000 | $294.3 萬 | 0.27% | +41,000 | 新進 |
| Choate Investment Advisors | 41,014 | $294.4 萬 | 0.07% | −5,333−11.5% | 減碼 |
| Cidel Asset Management Inc | 41,017 | $294.5 萬 | 0.19% | −3,617−8.1% | 減碼 |
| KCM Investment Advisors LLC | 41,231 | $296.0 萬 | 0.11% | −1,229−2.9% | 減碼 |
| Foster Group, Inc. | 41,396 | $297.2 萬 | 0.11% | +1,974+5.0% | 加碼 |
| Sumitomo Life Insurance Co | 41,769 | $299.9 萬 | 0.11% | −650−1.5% | 減碼 |
| Avestar Capital, LLC | 41,801 | $300.1 萬 | 0.29% | +1,947+4.9% | 加碼 |
| RFG Advisory, LLC | 41,879 | $300.6 萬 | 0.08% | +4,944+13.4% | 加碼 |
| HF Advisory Group, LLC | 41,906 | $300.8 萬 | 1.31% | +3,960+10.4% | 加碼 |
| Pallas Capital Advisors LLC | 41,943 | $301.1 萬 | 0.13% | +2,349+5.9% | 加碼 |
| Voya Financial Advisors, Inc. | 42,791 | $302.5 萬 | 0.33% | +2,714+6.8% | 加碼 |
| Peoples Bank | 42,254 | $303.3 萬 | 2.06% | −535−1.3% | 減碼 |
| E Fund Management Co., Ltd. | 42,336 | $303.9 萬 | 0.15% | +5,065+13.6% | 加碼 |
| Gs Investments, Inc. | 42,400 | $304.4 萬 | 1.43% | 00.0% | 不變 |
| White Pine Capital LLC | 42,608 | $305.9 萬 | 1.06% | −280−0.7% | 減碼 |
| Alpha Cubed Investments, LLC | 42,647 | $306.2 萬 | 0.14% | +6,467+17.9% | 加碼 |
| F/M Investments LLC | 42,695 | $306.6 萬 | 0.12% | −1,832−4.1% | 減碼 |
| Argyle Capital Management Inc. | 42,796 | $307.2 萬 | 1.14% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 42,821 | $307.4 萬 | 0.22% | −440−1.0% | 減碼 |
| Mach-1 Financial Group, Inc. | 42,839 | $307.5 萬 | 0.92% | +37,143+652.1% | 加碼 |
| Cullinan Associates Inc | 42,946 | $308.3 萬 | 0.22% | +701+1.7% | 加碼 |
| Ascent Group, LLC | 43,029 | $308.9 萬 | 0.13% | −13,199−23.5% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 43,187 | $310.0 萬 | 0.18% | −6,812−13.6% | 減碼 |
| Vista Wealth Management Group, LLC | 43,279 | $310.7 萬 | 0.20% | +297+0.7% | 加碼 |
| WCG Wealth Advisors LLC | 43,651 | $313.4 萬 | 0.24% | −3,984−8.4% | 減碼 |
| Ballentine Partners, LLC | 43,680 | $313.6 萬 | 0.05% | +2,391+5.8% | 加碼 |
| National Asset Management, Inc. | 43,706 | $313.8 萬 | 0.10% | +3,938+9.9% | 加碼 |
| Smith, Salley & Associates | 43,808 | $314.5 萬 | 0.21% | +1,474+3.5% | 加碼 |
| D L Carlson Investment Group Inc | 44,219 | $317.4 萬 | 0.61% | −836−1.9% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $318.1 萬 | 0.03% | 00.0% | 不變 |
| HM Payson & Co | 44,327 | $318.2 萬 | 0.06% | −378−0.8% | 減碼 |
| SWS Partners | 44,485 | $319.4 萬 | 1.05% | −1,203−2.6% | 減碼 |
| Angeles Wealth Management, LLC | 44,639 | $320.5 萬 | 0.27% | +170+0.4% | 加碼 |