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 2,883 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
- 2,560
- 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 982 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 2,656 | $19.1 萬 | 0.08% | +2,156+431.2% | 加碼 |
| Rosenberg Matthew Hamilton | 2,694 | $19.3 萬 | 0.05% | 00.0% | 不變 |
| Clear Investment Research, LLC | 2,734 | $19.6 萬 | 0.26% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 2,756 | $19.8 萬 | 0.05% | +12+0.4% | 加碼 |
| United Community Bank | 2,758 | $19.8 萬 | 0.07% | −960−25.8% | 減碼 |
| Park Square Financial Group, LLC | 2,767 | $19.9 萬 | 0.16% | −27−1.0% | 減碼 |
| Bell Investment Advisors, Inc | 2,785 | $20.0 萬 | 0.04% | −292−9.5% | 減碼 |
| Frederick Financial Consultants, LLC | 2,786 | $20.0 萬 | 0.14% | +2,786 | 新進 |
| Independent Wealth Network Inc. | 2,789 | $20.0 萬 | 0.08% | −106−3.7% | 減碼 |
| GDS Wealth Management | 2,790 | $20.0 萬 | 0.02% | −192−6.4% | 減碼 |
| JB Capital LLC | 2,791 | $20.0 萬 | 0.01% | +2,791 | 新進 |
| West Paces Advisors Inc. | 2,793 | $20.1 萬 | 0.05% | 00.0% | 不變 |
| Investment Advisory Services Inc | 2,800 | $20.1 萬 | 0.07% | +2,800 | 新進 |
| WBH Advisory Inc | 2,800 | $20.1 萬 | 0.02% | +2,800 | 新進 |
| Ethos Financial Group, LLC | 2,851 | $20.1 萬 | 0.02% | +484+20.4% | 加碼 |
| Elk River Wealth Management, LLC | 2,800 | $20.1 萬 | 0.04% | +2,800 | 新進 |
| Richmond Investment Services, LLC | 2,804 | $20.1 萬 | 0.11% | +2,804 | 新進 |
| MGB Wealth Management, LLC | 2,819 | $20.2 萬 | 0.07% | +2,819 | 新進 |
| Powell Investment Advisors, LLC | 2,817 | $20.2 萬 | 0.10% | 00.0% | 不變 |
| Tobias Financial Advisors, Inc. | 2,820 | $20.2 萬 | 0.04% | +2,820 | 新進 |
| Rodgers Brothers Inc. | 2,825 | $20.3 萬 | 0.03% | +2,825 | 新進 |
| Sandy Cove Advisors, LLC | 2,833 | $20.3 萬 | 0.08% | +2,833 | 新進 |
| L.M. Kohn & Company | 2,836 | $20.4 萬 | 0.05% | +2,836 | 新進 |
| Next Level Private LLC | 2,837 | $20.4 萬 | 0.08% | +2,837 | 新進 |
| Michels Family Financial, LLC | 2,837 | $20.4 萬 | 0.18% | +2,837 | 新進 |
| Optivise Advisory Services LLC | 2,850 | $20.5 萬 | 0.11% | −209−6.8% | 減碼 |
| Howard Financial Services, Ltd. | 2,852 | $20.5 萬 | 0.03% | +2,852 | 新進 |
| Sierra Ocean, LLC | 2,860 | $20.5 萬 | 0.16% | +178+6.6% | 加碼 |
| RW Investment Management LLC | 2,872 | $20.6 萬 | 0.03% | 00.0% | 不變 |
| Instrumental Wealth, LLC | 2,963 | $20.7 萬 | 0.19% | −49−1.6% | 減碼 |
| Scott Capital Advisors, LLC | 2,879 | $20.7 萬 | 0.06% | 00.0% | 不變 |
| TFB Advisors LLC | 2,885 | $20.7 萬 | 0.06% | −163−5.3% | 減碼 |
| KWMG, LLC | 2,892 | $20.8 萬 | 0.02% | +3+0.1% | 加碼 |
| Hanlon Investment Management, Inc. | 2,897 | $20.8 萬 | 0.16% | −346−10.7% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 2,904 | $20.8 萬 | 0.02% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 2,909 | $20.9 萬 | 0.05% | −82−2.7% | 減碼 |
| von Borstel & Associates, Inc. | 2,918 | $20.9 萬 | 0.06% | −32−1.1% | 減碼 |
| Blalock Williams, LLC | 2,923 | $21.0 萬 | 0.23% | +2,923 | 新進 |
| Atwood & Palmer Inc | 2,925 | $21.0 萬 | 0.01% | −1,500−33.9% | 減碼 |
| Syverson Strege & Co | 2,928 | $21.0 萬 | 0.07% | −20−0.7% | 減碼 |
| American Trust | 2,934 | $21.1 萬 | 0.05% | −169−5.4% | 減碼 |
| Uptown Financial Advisors LLC | 2,940 | $21.1 萬 | 0.22% | 00.0% | 不變 |
| FDx Advisors, Inc. | 2,958 | $21.2 萬 | 0.07% | −639−17.8% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 2,949 | $21.2 萬 | 0.10% | −60−2.0% | 減碼 |
| Zhang Financial LLC | 2,954 | $21.2 萬 | 0.01% | −2,492−45.8% | 減碼 |
| Challenger Wealth Management | 2,955 | $21.2 萬 | 0.17% | +2,955 | 新進 |
| Old Mission Investment Co LLC | 2,959 | $21.2 萬 | 0.06% | +28+1.0% | 加碼 |
| FLC Capital Advisors | 2,965 | $21.3 萬 | 0.05% | 00.0% | 不變 |
| BNC Wealth Management, LLC | 2,966 | $21.3 萬 | 0.08% | 00.0% | 不變 |
| Foster & Motley Inc | 2,962 | $21.3 萬 | 0.01% | −159−5.1% | 減碼 |
| Asset Planning,Inc | 2,971 | $21.3 萬 | 0.17% | +14+0.5% | 加碼 |
| RDA Financial Network | 2,977 | $21.4 萬 | 0.06% | −729−19.7% | 減碼 |
| CPA Asset Management LLC | 2,980 | $21.4 萬 | 0.09% | 00.0% | 不變 |
| Balentine LLC | 2,984 | $21.4 萬 | 0.01% | −266−8.2% | 減碼 |
| CMG Global Holdings, LLC | 3,083 | $21.4 萬 | 0.14% | −622−16.8% | 減碼 |
| Mission Financial Group, LLC | 2,695 | $21.5 萬 | 0.20% | +2,695 | 新進 |
| North Capital, Inc. | 2,994 | $21.5 萬 | 0.20% | +2,994 | 新進 |
| Silver Oak Securities, Inc | 3,044 | $21.5 萬 | 0.02% | +3,044 | 新進 |
| Torray LLC | 3,000 | $21.5 萬 | 0.03% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 3,000 | $21.5 萬 | 0.07% | 00.0% | 不變 |
| Hengehold Capital Management LLC | 3,000 | $21.5 萬 | 0.02% | −2,394−44.4% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 3,003 | $21.6 萬 | 0.05% | +3,003 | 新進 |
| Trilogy Capital Inc. | 3,014 | $21.6 萬 | 0.01% | +3,014 | 新進 |
| Avenue 1 Advisors, LLC | 3,018 | $21.7 萬 | 0.08% | −12−0.4% | 減碼 |
| Ghe, LLC | 3,028 | $21.7 萬 | 0.10% | +510+20.3% | 加碼 |
| Hickory Point Bank & Trust | 3,027 | $21.7 萬 | 0.19% | −115−3.7% | 減碼 |
| Centennial Bank | 3,029 | $21.7 萬 | 0.10% | −533−15.0% | 減碼 |
| Strategic Planning Group, LLC | 3,036 | $21.8 萬 | 0.04% | +145+5.0% | 加碼 |
| Horst & Graben Wealth Management LLC | 3,045 | $21.9 萬 | 0.04% | +190+6.7% | 加碼 |
| Northcape Wealth Management, LLC | 3,047 | $21.9 萬 | 0.07% | +7+0.2% | 加碼 |
| Yukon Wealth Management, Inc. | 3,047 | $21.9 萬 | 0.09% | +3,047 | 新進 |
| Leelyn Smith, LLC | 3,050 | $21.9 萬 | 0.04% | 00.0% | 不變 |
| Smith & Howard Wealth Management, LLC | 3,060 | $22.0 萬 | 0.06% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 3,064 | $22.0 萬 | 0.04% | +377+14.0% | 加碼 |
| MJP Associates Inc | 3,064 | $22.0 萬 | 0.04% | −1,217−28.4% | 減碼 |
| Advisory Resource Group | 3,068 | $22.0 萬 | 0.04% | −160−5.0% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 3,070 | $22.0 萬 | 0.06% | −68−2.2% | 減碼 |
| Sculati Wealth Management, LLC | 3,074 | $22.1 萬 | 0.09% | 00.0% | 不變 |
| Apriem Advisors | 3,077 | $22.1 萬 | 0.03% | +181+6.3% | 加碼 |
| SOA Wealth Advisors, LLC. | 3,078 | $22.1 萬 | 0.05% | +100+3.4% | 加碼 |
| BSW Wealth Partners | 3,082 | $22.1 萬 | 0.03% | −186−5.7% | 減碼 |
| Northern Capital Management, Inc. | 3,084 | $22.1 萬 | 0.14% | 00.0% | 不變 |
| Sunburst Financial Group, LLC | 3,086 | $22.2 萬 | 0.05% | −166−5.1% | 減碼 |
| Abundance Wealth Counselors | 3,093 | $22.2 萬 | 0.05% | +3,093 | 新進 |
| Genesis Private Wealth, LLC | 3,094 | $22.2 萬 | 0.12% | +3,094 | 新進 |
| West Financial Advisors, LLC | 3,106 | $22.3 萬 | 0.04% | +5+0.2% | 加碼 |
| Jessup Wealth Management, Inc | 3,106 | $22.3 萬 | 0.09% | −88−2.8% | 減碼 |
| AA Financial Advisors, LLC | 3,107 | $22.3 萬 | 0.05% | −2,788−47.3% | 減碼 |
| Kerntke Otto McGlone Wealth Management Group | 3,108 | $22.3 萬 | 0.19% | +16+0.5% | 加碼 |
| CM Wealth Advisors LLC | 3,110 | $22.3 萬 | 0.07% | 00.0% | 不變 |
| Sonata Capital Group Inc | 3,115 | $22.4 萬 | 0.10% | 00.0% | 不變 |
| Embree Financial Group | 3,125 | $22.4 萬 | 0.04% | +3,125 | 新進 |
| Hummer Financial Advisory Services Inc | 3,126 | $22.4 萬 | 0.18% | 00.0% | 不變 |
| Beaumont Financial Advisors, LLC | 3,132 | $22.5 萬 | 0.02% | +174+5.9% | 加碼 |
| Ames National Corp | 3,135 | $22.5 萬 | 0.15% | +135+4.5% | 加碼 |
| PharVision Advisers, LLC | 3,137 | $22.5 萬 | 0.31% | −3,358−51.7% | 減碼 |
| South Plains Financial, Inc. | 3,139 | $22.5 萬 | 0.18% | −899−22.3% | 減碼 |
| Northwest Bancshares, Inc. | 3,139 | $22.5 萬 | 0.04% | 00.0% | 不變 |
| Ironwood Financial, llc | 3,141 | $22.5 萬 | 0.05% | 00.0% | 不變 |
| Waller Financial Planning Group, Inc | 3,151 | $22.6 萬 | 0.06% | +3,151 | 新進 |