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
- 2,559
- 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 18,280 | $131.2 萬 | 0.12% | +1,428+8.5% | 加碼 |
| Lazari Capital Management, Inc. | 18,246 | $131.0 萬 | 0.54% | −918−4.8% | 減碼 |
| Mainstay Capital Management LLC | 18,199 | $130.7 萬 | 0.18% | −1,633−8.2% | 減碼 |
| First National Trust Co | 18,190 | $130.6 萬 | 0.05% | −910−4.8% | 減碼 |
| Delap Wealth Advisory, LLC | 18,162 | $130.4 萬 | 0.73% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 18,112 | $130.0 萬 | 0.05% | +697+4.0% | 加碼 |
| Essex Financial Services, Inc. | 18,081 | $129.8 萬 | 0.09% | −786−4.2% | 減碼 |
| PFG Investments, LLC | 18,066 | $129.7 萬 | 0.08% | +40+0.2% | 加碼 |
| GTS Securities LLC | 18,033 | $129.5 萬 | 0.06% | −9,192−33.8% | 減碼 |
| Barbara Oil Co. | 18,000 | $129.2 萬 | 0.52% | 00.0% | 不變 |
| PMC FIG Opportunities LLC | 18,000 | $129.2 萬 | 3.15% | +18,000 | 新進 |
| VestGen Advisors, LLC | 17,880 | $128.4 萬 | 0.06% | +17,880 | 新進 |
| Exencial Wealth Advisors, LLC | 17,878 | $128.3 萬 | 0.05% | +301+1.7% | 加碼 |
| RIA Advisory Group LLC | 17,843 | $128.1 萬 | 0.42% | −3,006−14.4% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 17,833 | $128.0 萬 | 0.43% | −2,314−11.5% | 減碼 |
| Northern Oak Wealth Management Inc | 17,795 | $127.8 萬 | 0.16% | −1,797−9.2% | 減碼 |
| Gibbs Wealth Management | 17,763 | $127.5 萬 | 0.31% | +615+3.6% | 加碼 |
| Graypoint LLC | 17,704 | $127.1 萬 | 0.08% | −494−2.7% | 減碼 |
| Madison Asset Management, LLC | 17,703 | $127.1 萬 | 0.01% | −23,884−57.4% | 減碼 |
| Wharton Business Group, LLC | 17,695 | $127.0 萬 | 0.06% | −50.0% | 減碼 |
| Spire Wealth Management | 17,675 | $126.9 萬 | 0.04% | +1,750+11.0% | 加碼 |
| Essex Savings Bank | 17,650 | $126.7 萬 | 0.31% | −180−1.0% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 17,634 | $126.6 萬 | 0.09% | −64−0.4% | 減碼 |
| Jacobi Capital Management LLC | 17,584 | $126.2 萬 | 0.09% | +35+0.2% | 加碼 |
| Cypress Wealth Services, LLC | 17,577 | $126.2 萬 | 0.26% | +1,573+9.8% | 加碼 |
| ICONIQ Capital, LLC | 17,569 | $126.1 萬 | 0.02% | +3,054+21.0% | 加碼 |
| Penobscot Investment Management Company, Inc. | 17,561 | $126.1 萬 | 0.12% | −2,800−13.8% | 減碼 |
| Garrison Point Advisors, LLC | 17,534 | $125.9 萬 | 0.61% | +508+3.0% | 加碼 |
| Severin Investments, LLC | 17,531 | $125.9 萬 | 1.26% | +674+4.0% | 加碼 |
| Ancora Advisors, LLC | 17,524 | $125.8 萬 | 0.03% | −75−0.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 17,459 | $125.3 萬 | 0.03% | −768−4.2% | 減碼 |
| Murphy Pohlad Asset Management LLC | 17,453 | $125.3 萬 | 0.53% | −1,280−6.8% | 減碼 |
| BBR Partners, LLC | 17,439 | $125.2 萬 | 0.09% | −129−0.7% | 減碼 |
| IHT Wealth Management, LLC | 17,401 | $124.9 萬 | 0.04% | +1,146+7.1% | 加碼 |
| Keystone Financial Services | 17,381 | $124.8 萬 | 0.48% | −1,137−6.1% | 減碼 |
| Dakota Wealth Management | 17,229 | $123.7 萬 | 0.03% | −109−0.6% | 減碼 |
| Alta Advisers Ltd | 17,207 | $123.5 萬 | 0.53% | +6,200+56.3% | 加碼 |
| AustralianSuper Pty Ltd | 17,163 | $123.2 萬 | 0.01% | −1,307,375−98.7% | 減碼 |
| Potentia Wealth | 17,112 | $122.8 萬 | 0.58% | −5,000−22.6% | 減碼 |
| Vivid Wealth Management, LLC | 17,110 | $122.8 萬 | 0.61% | +198+1.2% | 加碼 |
| Diligent Investors, LLC | 17,100 | $122.8 萬 | 0.30% | +114+0.7% | 加碼 |
| Busey Wealth Management | 17,016 | $122.2 萬 | 0.04% | +668+4.1% | 加碼 |
| AMG National Trust Bank | 16,925 | $121.5 萬 | 0.03% | +3,771+28.7% | 加碼 |
| Boltwood Capital Management | 16,900 | $121.3 萬 | 0.37% | −75−0.4% | 減碼 |
| Nicolet Bankshares Inc | 16,898 | $121.3 萬 | 0.24% | +2,000+13.4% | 加碼 |
| Diversify Advisory Services, LLC | 17,004 | $120.9 萬 | 0.08% | −211−1.2% | 減碼 |
| BLB&B Advisors, LLC | 16,836 | $120.9 萬 | 0.06% | −2,130−11.2% | 減碼 |
| Knuff & Co LLC | 16,692 | $119.8 萬 | 0.40% | 00.0% | 不變 |
| Claro Advisors LLC | 16,679 | $119.7 萬 | 0.16% | +2,408+16.9% | 加碼 |
| First City Capital Management, Inc. | 16,651 | $119.5 萬 | 0.72% | −1,064−6.0% | 減碼 |
| Palisade Asset Management, LLC | 16,589 | $119.1 萬 | 0.12% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 16,574 | $119.0 萬 | 0.12% | +1,177+7.6% | 加碼 |
| Beutel, Goodman & Co Ltd. | 16,515 | $118.5 萬 | 0.01% | +16,515 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 16,428 | $117.9 萬 | 0.18% | +1,562+10.5% | 加碼 |
| LMCG Investments, LLC | 16,427 | $117.9 萬 | 0.08% | −167−1.0% | 減碼 |
| GeoWealth Management, LLC | 16,360 | $117.5 萬 | 0.05% | −5,949−26.7% | 減碼 |
| XML Financial, LLC | 16,359 | $117.4 萬 | 0.11% | +129+0.8% | 加碼 |
| Providence Wealth Advisors, LLC | 16,305 | $115.6 萬 | 0.88% | +235+1.5% | 加碼 |
| Sendero Wealth Management, LLC | 16,009 | $114.9 萬 | 0.16% | −4,508−22.0% | 減碼 |
| Sawyer & Company, Inc | 16,006 | $114.9 萬 | 0.46% | −850−5.0% | 減碼 |
| Lipe & Dalton | 15,968 | $114.6 萬 | 0.64% | −500−3.0% | 減碼 |
| Crux Wealth Advisors | 15,954 | $114.5 萬 | 0.60% | +6,069+61.4% | 加碼 |
| Jupiter Wealth Management LLC | 15,000 | $114.1 萬 | 0.69% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 15,862 | $113.9 萬 | 0.06% | −2,012−11.3% | 減碼 |
| Eclectic Associates Inc | 15,785 | $113.3 萬 | 0.30% | −16−0.1% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,764 | $113.2 萬 | 0.63% | −13−0.1% | 減碼 |
| Brookwood Investment Group LLC | 15,762 | $113.2 萬 | 0.19% | +15,762 | 新進 |
| Financial Counselors Inc | 15,692 | $112.7 萬 | 0.02% | −2,827−15.3% | 減碼 |
| DMG Group, LLC | 15,680 | $112.6 萬 | 0.92% | −1,870−10.7% | 減碼 |
| Lantz Financial LLC | 15,590 | $111.9 萬 | 0.31% | +45+0.3% | 加碼 |
| Synergy Financial Management, LLC | 15,540 | $111.6 萬 | 0.14% | −9,176−37.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 15,507 | $111.3 萬 | 0.02% | −885−5.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 15,485 | $111.2 萬 | 0.08% | −502−3.1% | 減碼 |
| Hexagon Capital Partners LLC | 15,435 | $110.8 萬 | 0.21% | −562−3.5% | 減碼 |
| Lafayette Investments, Inc. | 15,395 | $110.5 萬 | 0.23% | −600−3.8% | 減碼 |
| Longfellow Investment Management Co LLC | 15,380 | $110.4 萬 | 0.27% | +15,380 | 新進 |
| Sterling Investment Management, Inc. | 15,367 | $110.3 萬 | 0.79% | −439−2.8% | 減碼 |
| Plancorp, LLC | 15,349 | $110.2 萬 | 0.04% | +460+3.1% | 加碼 |
| Gryphon Financial Partners LLC | 15,337 | $110.1 萬 | 0.16% | +2,257+17.3% | 加碼 |
| Quilter Plc | 15,323 | $110.0 萬 | 0.02% | 00.0% | 不變 |
| Scratch Capital LLC | 15,299 | $109.8 萬 | 1.13% | +11,000+255.9% | 加碼 |
| Lebenthal Global Advisors, LLC | 15,290 | $109.8 萬 | 0.21% | +181+1.2% | 加碼 |
| Intrinsic Value Partners, LLC | 15,275 | $109.7 萬 | 1.08% | −585−3.7% | 減碼 |
| North Star Investment Management Corp. | 15,250 | $109.5 萬 | 0.08% | +500+3.4% | 加碼 |
| Hutner Capital Management Inc | 15,117 | $108.5 萬 | 0.46% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 15,074 | $108.2 萬 | 0.05% | −109−0.7% | 減碼 |
| Greatmark Investment Partners, Inc. | 15,043 | $108.0 萬 | 0.15% | −1,605−9.6% | 減碼 |
| AdvisorNet Financial, Inc | 15,037 | $108.0 萬 | 0.08% | +2,293+18.0% | 加碼 |
| Capital Investment Advisory Services, LLC | 15,022 | $107.8 萬 | 0.10% | −28−0.2% | 減碼 |
| Elevate Wealth Advisory, Inc | 14,957 | $107.4 萬 | 0.76% | +14,957 | 新進 |
| Change Path, LLC | 14,951 | $107.3 萬 | 0.03% | +1,059+7.6% | 加碼 |
| Raleigh Capital Management Inc. | 14,950 | $107.3 萬 | 0.49% | −1,319−8.1% | 減碼 |
| Brucke Financial, Inc. | 15,088 | $107.1 萬 | 0.93% | +659+4.6% | 加碼 |
| WP Advisors, LLC | 14,898 | $107.0 萬 | 0.36% | −142−0.9% | 減碼 |
| Thomasville National Bank | 14,767 | $106.0 萬 | 0.08% | −364−2.4% | 減碼 |
| Heritage Trust Co | 14,756 | $105.9 萬 | 0.13% | 00.0% | 不變 |
| Net Worth Advisory Group | 14,753 | $105.9 萬 | 0.33% | −3,409−18.8% | 減碼 |
| Ibex Wealth Advisors | 14,747 | $105.9 萬 | 0.14% | +14,747 | 新進 |
| SageView Advisory Group, LLC | 14,741 | $105.8 萬 | 0.05% | +297+2.1% | 加碼 |
| Principle Wealth Partners LLC | 14,680 | $105.4 萬 | 0.08% | −1,000−6.4% | 減碼 |