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 |
|---|---|---|---|---|---|
| Verity & Verity, LLC | 4,230 | $30.4 萬 | 0.03% | −645−13.2% | 減碼 |
| Sargent Investment Group, LLC | 4,255 | $30.5 萬 | 0.05% | +551+14.9% | 加碼 |
| Arista Wealth Management, LLC | 4,259 | $30.6 萬 | 0.07% | 00.0% | 不變 |
| tru Independence LLC | 4,259 | $30.6 萬 | 0.09% | +301+7.6% | 加碼 |
| Weinberger Asset Management, Inc | 4,271 | $30.7 萬 | 0.13% | −140−3.2% | 減碼 |
| Cherry Creek Investment Advisors, Inc. | 4,275 | $30.7 萬 | 0.16% | +12+0.3% | 加碼 |
| IFG Advisors, LLC | 4,279 | $30.7 萬 | 0.06% | +10.0% | 加碼 |
| Ameliora Wealth Management Ltd. | 4,294 | $30.8 萬 | 0.12% | −706−14.1% | 減碼 |
| Professional Financial Advisors, LLC | 4,299 | $30.9 萬 | 0.08% | +20+0.5% | 加碼 |
| Aviance Capital Partners, LLC | 4,316 | $31.0 萬 | 0.04% | −1,200−21.8% | 減碼 |
| Asset Dedication, LLC | 4,321 | $31.0 萬 | 0.03% | −220−4.8% | 減碼 |
| Novare Capital Management LLC | 4,332 | $31.1 萬 | 0.03% | +933+27.4% | 加碼 |
| Chesapeake Wealth Management | 4,340 | $31.2 萬 | 0.11% | 00.0% | 不變 |
| Inscription Capital, LLC | 5,390 | $31.2 萬 | 0.05% | +5,390 | 新進 |
| Tyler-Stone Wealth Management | 4,356 | $31.3 萬 | 0.06% | +272+6.7% | 加碼 |
| Capula Management Ltd | 4,368 | $31.4 萬 | 0.00% | +2,850+187.7% | 加碼 |
| Vaughan David Investments LLC | 4,369 | $31.4 萬 | 0.01% | +336+8.3% | 加碼 |
| Catalytic Wealth RIA, LLC | 4,386 | $31.5 萬 | 0.06% | +152+3.6% | 加碼 |
| True Vision MN LLC | 4,387 | $31.5 萬 | 0.19% | +4,387 | 新進 |
| Maripau Wealth Management LLC | 4,388 | $31.5 萬 | 0.18% | −47−1.1% | 減碼 |
| Centiva Capital, LP | 4,393 | $31.5 萬 | 0.02% | −7,010−61.5% | 減碼 |
| Ignite Planners, LLC | 4,395 | $31.6 萬 | 0.06% | +816+22.8% | 加碼 |
| Kelly Lawrence W & Associates Inc | 4,400 | $31.6 萬 | 0.08% | 00.0% | 不變 |
| Prairiewood Capital, LLC | 4,400 | $31.6 萬 | 0.13% | 00.0% | 不變 |
| Integrity Wealth Advisors, Inc. | 4,410 | $31.7 萬 | 0.23% | −713−13.9% | 減碼 |
| First American Bank | 4,422 | $31.7 萬 | 0.02% | +187+4.4% | 加碼 |
| Evolution Advisers, Inc. | 4,442 | $31.8 萬 | 0.17% | −370−7.7% | 減碼 |
| Johnson & White Wealth Management, LLC | 4,450 | $31.9 萬 | 0.18% | +10.0% | 加碼 |
| WSFS Capital Management, LLC | 4,452 | $32.0 萬 | 0.02% | +598+15.5% | 加碼 |
| SRS Capital Advisors, Inc. | 4,458 | $32.0 萬 | 0.02% | −951−17.6% | 減碼 |
| Southland Equity Partners LLC | 4,460 | $32.0 萬 | 0.07% | +133+3.1% | 加碼 |
| Capital Square, LLC | 4,468 | $32.1 萬 | 0.19% | 00.0% | 不變 |
| Charter Trust Co | 4,480 | $32.2 萬 | 0.02% | −81−1.8% | 減碼 |
| Bill Few Associates, Inc. | 4,487 | $32.2 萬 | 0.12% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $32.3 萬 | 0.21% | −3,337−42.6% | 減碼 |
| J. Safra Sarasin Holding AG | 4,500 | $32.3 萬 | 0.01% | +886+24.5% | 加碼 |
| CTC Alternative Strategies, Ltd. | 4,500 | $32.3 萬 | 0.39% | +4,500 | 新進 |
| Stonebrook Private Inc. | 4,501 | $32.3 萬 | 0.08% | +462+11.4% | 加碼 |
| Caldwell Sutter Capital, Inc. | 4,517 | $32.4 萬 | 0.15% | −138−3.0% | 減碼 |
| Caliber Wealth Management, LLC | 4,518 | $32.4 萬 | 0.04% | +4,518 | 新進 |
| Advisor Resource Council | 4,536 | $32.6 萬 | 0.03% | +4,536 | 新進 |
| Integral Investment Advisors, Inc. | 4,538 | $32.6 萬 | 0.10% | −3,572−44.0% | 減碼 |
| MBB Public Markets I LLC | 4,541 | $32.6 萬 | 0.04% | +4,541 | 新進 |
| Argyle Capital Partners, LLC | 4,545 | $32.6 萬 | 0.28% | −339−6.9% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 4,556 | $32.7 萬 | 0.07% | 00.0% | 不變 |
| Prentiss Smith & Co Inc | 4,560 | $32.7 萬 | 0.21% | 00.0% | 不變 |
| Concentrum Wealth Management | 4,561 | $32.7 萬 | 0.12% | +396+9.5% | 加碼 |
| Talisman Wealth Advisors LLC | 4,575 | $32.8 萬 | 0.34% | +53+1.2% | 加碼 |
| QTR Family Wealth, LLC | 4,580 | $32.9 萬 | 0.25% | +4,580 | 新進 |
| Bruce G. Allen Investments, LLC | 4,587 | $32.9 萬 | 0.26% | −583−11.3% | 減碼 |
| Cohen & Steers, Inc. | 4,600 | $33.0 萬 | 0.00% | +4,600 | 新進 |
| Cerro Pacific Wealth Advisors LLC | 4,705 | $33.0 萬 | 0.11% | −104−2.2% | 減碼 |
| First Financial Group Corp | 4,609 | $33.1 萬 | 0.37% | −95−2.0% | 減碼 |
| Cornerstone Wealth Advisors, Inc. | 4,634 | $33.3 萬 | 0.09% | −125−2.6% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 4,636 | $33.3 萬 | 0.12% | 00.0% | 不變 |
| First Western Trust Bank | 4,641 | $33.3 萬 | 0.02% | −136−2.8% | 減碼 |
| Alternative Investment Advisors, LLC. | 4,656 | $33.4 萬 | 0.18% | +20.0% | 加碼 |
| Buckhead Capital Management LLC | 4,664 | $33.5 萬 | 0.11% | −25−0.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 4,671 | $33.5 萬 | 0.02% | +907+24.1% | 加碼 |
| Waldron Private Wealth LLC | 4,671 | $33.5 萬 | 0.02% | −9,577−67.2% | 減碼 |
| Sonora Investment Management Group, LLC | 4,699 | $33.7 萬 | 0.03% | +973+26.1% | 加碼 |
| Dempze Nancy E | 4,700 | $33.7 萬 | 0.20% | −602−11.4% | 減碼 |
| Beta Wealth Group, Inc. | 4,700 | $33.7 萬 | 0.12% | +4,700 | 新進 |
| Leuthold Group, LLC | 4,702 | $33.8 萬 | 0.04% | −202−4.1% | 減碼 |
| Harvest Investment Services, LLC | 4,712 | $33.8 萬 | 0.09% | −40−0.8% | 減碼 |
| Oak Hill Wealth Advisors, LLC | 4,719 | $33.9 萬 | 0.08% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 4,729 | $33.9 萬 | 0.17% | +3+0.1% | 加碼 |
| Brady Martz Wealth Solutions, LLC | 4,736 | $34.0 萬 | 0.08% | +12+0.3% | 加碼 |
| Revolve Wealth Partners, LLC | 4,751 | $34.1 萬 | 0.05% | +361+8.2% | 加碼 |
| Gould Asset Management LLC | 4,757 | $34.2 萬 | 0.07% | 00.0% | 不變 |
| Hayek Kallen Investment Management | 4,760 | $34.2 萬 | 0.13% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 4,765 | $34.2 萬 | 0.02% | −424−8.2% | 減碼 |
| New Wave Wealth Advisors LLC | 4,765 | $34.2 萬 | 0.15% | −1,953−29.1% | 減碼 |
| Gillespie Robinson & Grimm Inc | 4,775 | $34.3 萬 | 0.03% | +1,250+35.5% | 加碼 |
| Traveka Wealth, LLC | 4,781 | $34.3 萬 | 0.19% | −114−2.3% | 減碼 |
| Destination Wealth Management | 4,786 | $34.4 萬 | 0.01% | −4,145−46.4% | 減碼 |
| Sentinus, LLC | 4,786 | $34.4 萬 | 0.10% | +434+10.0% | 加碼 |
| Leo Wealth, LLC | 4,789 | $34.4 萬 | 0.05% | +46+1.0% | 加碼 |
| Sachetta, LLC | 4,790 | $34.4 萬 | 0.14% | −25−0.5% | 減碼 |
| Cutter & CO Brokerage, Inc. | 4,803 | $34.5 萬 | 0.08% | −64−1.3% | 減碼 |
| GFS Advisors, LLC | 4,812 | $34.5 萬 | 0.07% | −136−2.7% | 減碼 |
| ERn Financial, LLC | 4,814 | $34.6 萬 | 0.05% | −67−1.4% | 減碼 |
| Brewster Financial Planning LLC | 4,826 | $34.6 萬 | 0.26% | +22+0.5% | 加碼 |
| Successful Portfolios LLC | 4,844 | $34.8 萬 | 0.24% | −24−0.5% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 4,845 | $34.8 萬 | 0.08% | 00.0% | 不變 |
| Accelerate Investment Advisors LLC | 4,849 | $34.8 萬 | 0.29% | +20.0% | 加碼 |
| Jacksonville Wealth Management, LLC | 4,850 | $34.8 萬 | 0.34% | +4,850 | 新進 |
| Samalin Investment Counsel, LLC | 4,851 | $34.8 萬 | 0.14% | +354+7.9% | 加碼 |
| Kesler, Norman & Wride, LLC | 4,856 | $34.9 萬 | 0.07% | −708−12.7% | 減碼 |
| Black Diamond Financial, LLC | 4,856 | $34.9 萬 | 0.05% | +42+0.9% | 加碼 |
| Inspire Advisors, LLC | 4,861 | $34.9 萬 | 0.04% | +4+0.1% | 加碼 |
| Y.D. More Investments Ltd | 4,862 | $34.9 萬 | 0.03% | +449+10.2% | 加碼 |
| Plante Moran Financial Advisors, LLC | 4,865 | $34.9 萬 | 0.03% | −171−3.4% | 減碼 |
| 49 Wealth Management, LLC | 4,869 | $35.0 萬 | 0.04% | +1,079+28.5% | 加碼 |
| Green Square Capital Advisors LLC | 4,884 | $35.1 萬 | 0.05% | 00.0% | 不變 |
| Ullmann Financial Group, Inc. | 4,902 | $35.2 萬 | 0.05% | −512−9.5% | 減碼 |
| Sym Financial Corp | 4,908 | $35.2 萬 | 0.04% | +311+6.8% | 加碼 |
| Check Capital Management Inc | 4,913 | $35.3 萬 | 0.02% | 00.0% | 不變 |
| Koss-Olinger Consulting, LLC | 4,918 | $35.3 萬 | 0.03% | −30,618−86.2% | 減碼 |
| CoreFirst Bank & Trust | 4,925 | $35.4 萬 | 0.23% | 00.0% | 不變 |