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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 4,934 | $35.4 萬 | 0.06% | −198−3.9% | 減碼 |
| Chapin Davis, Inc. | 4,938 | $35.5 萬 | 0.12% | −102−2.0% | 減碼 |
| Founders Capital Management | 4,942 | $35.5 萬 | 0.23% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 4,955 | $35.6 萬 | 0.05% | +483+10.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 4,973 | $35.7 萬 | 0.05% | −513−9.4% | 減碼 |
| Walker Asset Management, LLC | 4,983 | $35.8 萬 | 0.22% | +23+0.5% | 加碼 |
| Narus Financial Partners, LLC | 4,986 | $35.8 萬 | 0.12% | +213+4.5% | 加碼 |
| WealthTrust Axiom LLC | 4,987 | $35.8 萬 | 0.11% | +750+17.7% | 加碼 |
| Sand Hill Global Advisors, LLC | 4,987 | $35.8 萬 | 0.01% | −1,214−19.6% | 減碼 |
| Blue Barn Wealth, LLC | 4,987 | $35.8 萬 | 0.19% | −67−1.3% | 減碼 |
| Quantum Financial Advisors, LLC | 4,998 | $35.9 萬 | 0.05% | +6+0.1% | 加碼 |
| Puzo Michael J | 5,000 | $35.9 萬 | 0.10% | 00.0% | 不變 |
| Ruffer LLP | 5,000 | $35.9 萬 | 0.01% | 00.0% | 不變 |
| Willner & Heller, LLC | 5,023 | $36.1 萬 | 0.33% | +25+0.5% | 加碼 |
| True Link Financial Advisors, LLC | 5,039 | $36.2 萬 | 0.03% | +5,039 | 新進 |
| Candriam Luxembourg S.C.A. | 5,040 | $36.2 萬 | 0.00% | −992−16.4% | 減碼 |
| Tompkins Financial Corp | 5,045 | $36.2 萬 | 0.03% | +112+2.3% | 加碼 |
| Advanced Portfolio Management, LLC | 5,046 | $36.2 萬 | 0.73% | +5,046 | 新進 |
| Ewa, LLC | 5,054 | $36.3 萬 | 0.13% | +608+13.7% | 加碼 |
| Forte Capital LLC | 5,074 | $36.4 萬 | 0.04% | +499+10.9% | 加碼 |
| FourThought Financial Partners, LLC | 5,074 | $36.4 萬 | 0.04% | −258−4.8% | 減碼 |
| Golden State Wealth Management, LLC | 5,075 | $36.4 萬 | 0.05% | −97−1.9% | 減碼 |
| Birch Hill Investment Advisors LLC | 5,079 | $36.5 萬 | 0.02% | −53−1.0% | 減碼 |
| First Heartland Consultants, Inc. | 5,092 | $36.6 萬 | 0.04% | +1,270+33.2% | 加碼 |
| Burt Wealth Advisors | 5,101 | $36.6 萬 | 0.09% | 00.0% | 不變 |
| VSM Wealth Advisory, LLC | 5,108 | $36.7 萬 | 0.13% | −1,000−16.4% | 減碼 |
| Whalerock Point Partners, LLC | 5,108 | $36.7 萬 | 0.09% | 00.0% | 不變 |
| Great Waters Wealth Management | 5,116 | $36.7 萬 | 0.05% | −1,809−26.1% | 減碼 |
| Mokosak Advisory Group, LLC | 5,117 | $36.7 萬 | 0.11% | +24+0.5% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 5,117 | $36.7 萬 | 0.09% | 00.0% | 不變 |
| Financial Advocates Investment Management | 5,124 | $36.8 萬 | 0.03% | −1,174−18.6% | 減碼 |
| Ellevest, Inc. | 5,131 | $36.8 萬 | 0.02% | +20.0% | 加碼 |
| Community Trust & Investment Co | 5,134 | $36.9 萬 | 0.02% | −284−5.2% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 5,139 | $36.9 萬 | 0.05% | −226−4.2% | 減碼 |
| Sierra Summit Advisors LLC | 5,148 | $37.0 萬 | 0.08% | −120−2.3% | 減碼 |
| Salomon & Ludwin, LLC | 5,149 | $37.0 萬 | 0.04% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 5,158 | $37.0 萬 | 0.05% | −75−1.4% | 減碼 |
| Eagle Harbor Asset Management Inc | 5,157 | $37.0 萬 | 0.38% | −300−5.5% | 減碼 |
| Byrne Financial Freedom, LLC | 5,160 | $37.0 萬 | 0.21% | −20.0% | 減碼 |
| Raelipskie Partnership | 5,165 | $37.1 萬 | 0.19% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 5,169 | $37.1 萬 | 0.15% | +5,169 | 新進 |
| Marino, Stram & Associates LLC | 5,176 | $37.2 萬 | 0.08% | −108−2.0% | 減碼 |
| Northeast Financial Consultants Inc | 5,186 | $37.2 萬 | 0.02% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 5,192 | $37.3 萬 | 0.21% | +762+17.2% | 加碼 |
| Klingenstein Fields & Co LP | 5,206 | $37.4 萬 | 0.02% | +98+1.9% | 加碼 |
| Washington Trust Advisors, Inc. | 5,212 | $37.4 萬 | 0.03% | −1,775−25.4% | 減碼 |
| Americana Partners, LLC | 5,249 | $37.7 萬 | 0.01% | −70,542−93.1% | 減碼 |
| First Command Advisory Services, Inc. | 5,251 | $37.7 萬 | 0.00% | +333+6.8% | 加碼 |
| Smithfield Trust Co | 5,254 | $37.8 萬 | 0.02% | −300−5.4% | 減碼 |
| Moloney Securities Asset Management, LLC | 5,266 | $37.8 萬 | 0.05% | +843+19.1% | 加碼 |
| Partners Wealth Management, LLC | 5,281 | $37.9 萬 | 0.43% | +112+2.2% | 加碼 |
| Matrix Private Capital Group LLC | 5,282 | $37.9 萬 | 0.23% | 00.0% | 不變 |
| Mirador Capital Partners LP | 5,292 | $38.0 萬 | 0.07% | +181+3.5% | 加碼 |
| Constitution Capital LLC | 5,300 | $38.0 萬 | 0.21% | 00.0% | 不變 |
| Millennium Capital Advisors, LLC | 5,300 | $38.0 萬 | 0.28% | +50+1.0% | 加碼 |
| Mma Asset Management LLC | 5,310 | $38.1 萬 | 0.16% | +45+0.9% | 加碼 |
| Register Financial Advisors LLC | 5,314 | $38.1 萬 | 0.20% | +78+1.5% | 加碼 |
| CenterBook Partners LP | 5,321 | $38.2 萬 | 0.02% | −889−14.3% | 減碼 |
| BlackDiamond Wealth Management Inc. | 5,294 | $38.4 萬 | 0.26% | +290+5.8% | 加碼 |
| GK Wealth Management LLC | 5,345 | $38.4 萬 | 0.48% | +1,191+28.7% | 加碼 |
| Smith, Moore & Co. | 5,351 | $38.4 萬 | 0.04% | +105+2.0% | 加碼 |
| OneAscent Investment Solutions LLC | 5,367 | $38.5 萬 | 0.46% | +5,367 | 新進 |
| Warwick Investment Management, Inc. | 5,368 | $38.5 萬 | 0.08% | +263+5.2% | 加碼 |
| First Financial Corp | 5,391 | $38.7 萬 | 0.19% | −418−7.2% | 減碼 |
| J.Safra Asset Management Corp | 5,423 | $38.9 萬 | 0.03% | −1,302−19.4% | 減碼 |
| ERTS Wealth Advisors, LLC | 5,425 | $38.9 萬 | 0.08% | −421−7.2% | 減碼 |
| AlTi Global, Inc. | 5,432 | $39.0 萬 | 0.01% | +172+3.3% | 加碼 |
| Detalus Advisors, LLC | 5,435 | $39.0 萬 | 0.12% | +35+0.6% | 加碼 |
| Visionary Wealth Advisors | 5,444 | $39.1 萬 | 0.02% | −149−2.7% | 減碼 |
| Howard Capital Management Group, LLC | 5,450 | $39.1 萬 | 0.03% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,458 | $39.2 萬 | 0.00% | −898−14.1% | 減碼 |
| Tounjian Advisory Partners, LLC | 5,458 | $39.2 萬 | 0.07% | +5,458 | 新進 |
| Bristlecone Advisors, LLC | 5,464 | $39.2 萬 | 0.03% | −965−15.0% | 減碼 |
| Arcataur Capital Management LLC | 5,484 | $39.4 萬 | 0.13% | −370−6.3% | 減碼 |
| Narwhal Capital Management | 5,492 | $39.4 萬 | 0.04% | −18−0.3% | 減碼 |
| Regent Peak Wealth Advisors LLC | 5,502 | $39.5 萬 | 0.09% | +103+1.9% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 5,504 | $39.5 萬 | 0.10% | −60−1.1% | 減碼 |
| Jacobsen Capital Management | 5,504 | $39.5 萬 | 0.17% | +84+1.5% | 加碼 |
| Summit X, LLC | 5,528 | $39.7 萬 | 0.08% | +1,570+39.7% | 加碼 |
| Icapital Wealth LLC | 5,530 | $39.7 萬 | 0.24% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 5,532 | $39.7 萬 | 0.17% | +60+1.1% | 加碼 |
| Ameriflex Group, Inc. | 5,556 | $39.9 萬 | 0.16% | −294−5.0% | 減碼 |
| Pines Wealth Management, LLC | 6,426 | $39.9 萬 | 0.18% | −338−5.0% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 5,557 | $39.9 萬 | 0.30% | +195+3.6% | 加碼 |
| Accretive Wealth Partners, LLC | 5,430 | $39.9 萬 | 0.14% | +5,430 | 新進 |
| BIP Wealth, LLC | 5,566 | $40.0 萬 | 0.03% | +116+2.1% | 加碼 |
| New Republic Capital, LLC | 5,598 | $40.2 萬 | 0.17% | +349+6.6% | 加碼 |
| KWB Wealth | 5,736 | $40.3 萬 | 0.05% | −2,654−31.6% | 減碼 |
| Duncan Williams Asset Management, LLC | 5,621 | $40.3 萬 | 0.15% | −93−1.6% | 減碼 |
| Strategic Blueprint, LLC | 5,628 | $40.4 萬 | 0.02% | +162+3.0% | 加碼 |
| Bradyco, Inc. | 5,630 | $40.4 萬 | 0.31% | −62−1.1% | 減碼 |
| G2 Capital Management, LLC | 5,652 | $40.6 萬 | 0.12% | +5+0.1% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,452 | $40.7 萬 | 0.09% | +426+7.1% | 加碼 |
| Secured Retirement Advisors, LLC | 5,685 | $40.8 萬 | 0.26% | +5,685 | 新進 |
| Hidden Cove Wealth Management, LLC | 5,685 | $40.8 萬 | 0.32% | +131+2.4% | 加碼 |
| Ballast, Inc. | 5,690 | $40.8 萬 | 0.12% | 00.0% | 不變 |
| Security National Bank of So Dak | 5,699 | $40.9 萬 | 0.23% | +342+6.4% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 5,704 | $40.9 萬 | 0.08% | +692+13.8% | 加碼 |
| Denver Wealth Management, Inc. | 5,722 | $41.1 萬 | 0.19% | +175+3.2% | 加碼 |
| Aprio Wealth Management, LLC | 5,728 | $41.1 萬 | 0.05% | +990+20.9% | 加碼 |