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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 29,951 | $215.0 萬 | 0.20% | +450+1.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 29,874 | $214.5 萬 | 0.03% | +450+1.5% | 加碼 |
| David Loasby | 33,939 | $214.2 萬 | 0.21% | +840+2.5% | 加碼 |
| N.E.W. Advisory Services LLC | 29,836 | $214.2 萬 | 0.16% | +1,420+5.0% | 加碼 |
| Baker Avenue Asset Management, LP | 29,820 | $214.1 萬 | 0.07% | +1,167+4.1% | 加碼 |
| Carret Asset Management, LLC | 29,722 | $213.4 萬 | 0.24% | −175−0.6% | 減碼 |
| Shelton Wealth Management, LLC | 29,654 | $212.9 萬 | 1.22% | +19+0.1% | 加碼 |
| Alaska Permanent Fund Corp | 29,947 | $212.7 萬 | 0.03% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 29,573 | $212.3 萬 | 0.07% | +2,407+8.9% | 加碼 |
| Xcel Wealth Management, LLC | 29,569 | $212.3 萬 | 0.66% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 29,678 | $211.0 萬 | 0.16% | −1,672−5.3% | 減碼 |
| Portfolio Design Labs, LLC | 29,262 | $210.1 萬 | 0.43% | −38,896−57.1% | 減碼 |
| Catalyst Funds Management Pty Ltd | 29,160 | $209.3 萬 | 0.55% | −53,940−64.9% | 減碼 |
| Congress Wealth Management LLC | 28,654 | $208.3 萬 | 0.02% | +21,202+284.5% | 加碼 |
| Round Hill Asset Management | 28,997 | $208.2 萬 | 1.50% | −6,195−17.6% | 減碼 |
| Talon Private Wealth, LLC | 28,545 | $207.3 萬 | 0.28% | +27,744+3,463.7% | 加碼 |
| FSB Premier Wealth Management, Inc. | 28,866 | $207.2 萬 | 0.81% | +3,908+15.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,811 | $206.8 萬 | 0.05% | +6,053+26.6% | 加碼 |
| Massmutual Trust Co FSB | 28,801 | $206.8 萬 | 0.06% | −3,003−9.4% | 減碼 |
| Harbour Investments, Inc. | 28,749 | $206.4 萬 | 0.06% | +99+0.3% | 加碼 |
| Rothschild Investment LLC | 28,699 | $206.0 萬 | 0.14% | +352+1.2% | 加碼 |
| Apella Capital, LLC | 31,011 | $205.7 萬 | 0.07% | +3,474+12.6% | 加碼 |
| Argent Advisors, Inc. | 28,633 | $205.6 萬 | 0.69% | −272−0.9% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 28,629 | $205.5 萬 | 0.42% | −385,213−93.1% | 減碼 |
| International Assets Investment Management, LLC | 947,716 | $205.5 萬 | 0.18% | +947,716 | 新進 |
| Wrapmanager Inc | 28,581 | $205.2 萬 | 0.54% | −3,810−11.8% | 減碼 |
| Fisher Asset Management, LLC | 28,579 | $205.2 萬 | 0.00% | −1,210−4.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 28,540 | $204.9 萬 | 0.06% | +1,690+6.3% | 加碼 |
| Freemont Management S.A. | 28,400 | $203.9 萬 | 0.80% | −2,800−9.0% | 減碼 |
| London Co of Virginia | 28,305 | $203.2 萬 | 0.01% | +3,404+13.7% | 加碼 |
| Founders Financial Securities LLC | 28,977 | $201.2 萬 | 0.17% | −842−2.8% | 減碼 |
| Mystic Asset Management, Inc. | 28,020 | $201.2 萬 | 0.53% | −265−0.9% | 減碼 |
| Winton Group Ltd | 28,013 | $201.1 萬 | 0.12% | +16,883+151.7% | 加碼 |
| Smartleaf Asset Management LLC | 28,162 | $199.1 萬 | 0.19% | +4,233+17.7% | 加碼 |
| Marotta Asset Management | 35,237 | $199.1 萬 | 0.39% | 00.0% | 不變 |
| Peak Asset Management, LLC | 27,713 | $199.0 萬 | 0.38% | −2,075−7.0% | 減碼 |
| Lawson Kroeker Investment Management Inc | 27,674 | $198.7 萬 | 0.37% | −6,640−19.4% | 減碼 |
| Highland Capital Management, LLC | 27,601 | $198.1 萬 | 0.12% | +10,003+56.8% | 加碼 |
| Northside Capital Management, LLC | 27,530 | $197.6 萬 | 0.32% | +403+1.5% | 加碼 |
| Everett Harris & Co | 27,521 | $197.6 萬 | 0.03% | +900+3.4% | 加碼 |
| Dorsey Wright & Associates | 27,517 | $197.5 萬 | 0.50% | +27,517 | 新進 |
| Islay Capital Management, LLC | 27,395 | $196.7 萬 | 1.33% | +744+2.8% | 加碼 |
| GM Advisory Group, Inc. | 27,327 | $196.2 萬 | 0.11% | +196+0.7% | 加碼 |
| CBOE Vest Financial, LLC | 27,256 | $195.7 萬 | 0.03% | +11,547+73.5% | 加碼 |
| Pacifica Partners Inc. | 29,738 | $195.3 萬 | 0.89% | −50.0% | 減碼 |
| Selway Asset Management | 27,200 | $195.3 萬 | 0.81% | −10,600−28.0% | 減碼 |
| Conning Inc. | 26,903 | $193.1 萬 | 0.07% | −993−3.6% | 減碼 |
| Sagespring Wealth Partners, LLC | 26,891 | $193.1 萬 | 0.05% | +6,852+34.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 26,826 | $192.6 萬 | 0.06% | −5,595−17.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 26,805 | $192.4 萬 | 0.05% | −80−0.3% | 減碼 |
| Independent Financial Group, LLC | 26,743 | $192.0 萬 | 0.07% | −4,252−13.7% | 減碼 |
| Walter & Keenan Financial Consulting Co | 26,653 | $191.3 萬 | 0.58% | +602+2.3% | 加碼 |
| Snowden Capital Advisors LLC | 26,634 | $191.2 萬 | 0.06% | −3,746−12.3% | 減碼 |
| Credit Industriel Et Commercial | 26,611 | $191.0 萬 | 0.35% | +26,611 | 新進 |
| Buffington Mohr McNeal | 26,611 | $191.0 萬 | 0.38% | +3,809+16.7% | 加碼 |
| Skopos Labs, Inc. | 26,455 | $189.9 萬 | 0.41% | +3,186+13.7% | 加碼 |
| Private Trust Co NA | 26,368 | $189.3 萬 | 0.19% | +249+1.0% | 加碼 |
| Sabal Trust CO | 26,073 | $187.2 萬 | 0.10% | +5,545+27.0% | 加碼 |
| Resources Management Corp | 25,990 | $186.6 萬 | 0.26% | −250−1.0% | 減碼 |
| Equitable Trust Co | 25,867 | $185.7 萬 | 0.10% | +1,943+8.1% | 加碼 |
| Pinnacle Bancorp, Inc. | 25,706 | $184.5 萬 | 0.60% | −2,588−9.1% | 減碼 |
| Pictet Bank & Trust Ltd | 25,654 | $184.2 萬 | 2.25% | −12,371−32.5% | 減碼 |
| Drive Wealth Management, LLC | 25,641 | $184.1 萬 | 0.43% | +669+2.7% | 加碼 |
| Potomac Fund Management Inc | 28,550 | $182.7 萬 | 0.80% | +675+2.4% | 加碼 |
| Chemistry Wealth Management LLC | 25,197 | $180.9 萬 | 0.42% | −129−0.5% | 減碼 |
| CWC Advisors, LLC. | 25,194 | $180.9 萬 | 1.03% | +8,398+50.0% | 加碼 |
| Summit Financial, LLC | 25,194 | $180.9 萬 | 0.05% | +1,165+4.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 28,944 | $180.5 萬 | 0.04% | +2,985+11.5% | 加碼 |
| Jeppson Wealth Management, LLC | 24,980 | $179.3 萬 | 0.66% | −535−2.1% | 減碼 |
| Dynasty Wealth Management, LLC | 24,893 | $178.7 萬 | 0.03% | +207+0.8% | 加碼 |
| Arkadios Wealth Advisors | 24,723 | $177.5 萬 | 0.07% | +2,612+11.8% | 加碼 |
| Quantitative Investment Management, LLC | 24,688 | $177.2 萬 | 0.16% | +24,688 | 新進 |
| Silvercrest Asset Management Group LLC | 24,656 | $177.0 萬 | 0.01% | +581+2.4% | 加碼 |
| BLI - Banque de Luxembourg Investments | 25,000 | $176.4 萬 | 0.05% | +25,000 | 新進 |
| HAP Trading, LLC | 24,570 | $176.4 萬 | 0.63% | −35,364−59.0% | 減碼 |
| HBK Sorce Advisory LLC | 24,543 | $176.2 萬 | 0.05% | +1,617+7.1% | 加碼 |
| Aventura Private Wealth, LLC | 24,538 | $176.2 萬 | 0.92% | +1,397+6.0% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 24,535 | $176.1 萬 | 0.07% | −3,476−12.4% | 減碼 |
| First Horizon Advisors, Inc. | 24,380 | $175.0 萬 | 0.05% | +741+3.1% | 加碼 |
| Laurel Wealth Advisors LLC | 24,335 | $174.7 萬 | 0.27% | +13+0.1% | 加碼 |
| Meridian Investment Counsel Inc. | 24,295 | $174.4 萬 | 0.51% | 00.0% | 不變 |
| Vista Investment Management | 24,265 | $174.2 萬 | 0.68% | −1,222−4.8% | 減碼 |
| Gilbert & Cook, Inc. | 24,228 | $173.9 萬 | 0.25% | −1,161−4.6% | 減碼 |
| Cadinha & Co LLC | 24,154 | $173.4 萬 | 0.37% | −800−3.2% | 減碼 |
| Soltis Investment Advisors LLC | 24,140 | $173.3 萬 | 0.15% | +281+1.2% | 加碼 |
| Aviso Wealth Management | 24,113 | $173.1 萬 | 0.92% | −4,165−14.7% | 減碼 |
| National Philanthropic Trust | 24,081 | $172.9 萬 | 0.03% | −2,421−9.1% | 減碼 |
| Insight Advisors, LLC | 24,073 | $172.8 萬 | 0.30% | +125+0.5% | 加碼 |
| Rokos Capital Management LLP | 24,045 | $172.5 萬 | 0.05% | +24,045 | 新進 |
| Westpac Banking Corp | 24,009 | $172.4 萬 | 0.13% | −6,122−20.3% | 減碼 |
| One Capital Management, LLC | 23,804 | $170.9 萬 | 0.06% | +1,328+5.9% | 加碼 |
| NBC Securities, Inc. | 23,791 | $170.7 萬 | 0.15% | +23,767+99,029.2% | 加碼 |
| Fiduciary Group LLC | 23,692 | $170.1 萬 | 0.17% | −140−0.6% | 減碼 |
| Fort Sheridan Advisors LLC | 23,565 | $169.2 萬 | 0.26% | −415−1.7% | 減碼 |
| Holderness Investments Co | 23,551 | $169.1 萬 | 0.39% | −159−0.7% | 減碼 |
| FOCUS Wealth Advisors, LLC | 23,525 | $168.9 萬 | 0.93% | +1,215+5.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 23,513 | $168.8 萬 | 0.09% | +1,941+9.0% | 加碼 |
| Hedges Asset Management LLC | 23,500 | $168.7 萬 | 1.11% | −3,000−11.3% | 減碼 |
| Integrated Advisors Network LLC | 23,437 | $168.3 萬 | 0.09% | −32−0.1% | 減碼 |
| Mather Group, LLC. | 23,424 | $168.2 萬 | 0.02% | +2,680+12.9% | 加碼 |