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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 14,776 | $105.4 萬 | 0.41% | +50.0% | 加碼 |
| Sittner & Nelson, LLC | 14,661 | $105.3 萬 | 0.45% | −727−4.7% | 減碼 |
| Castle Rock Wealth Management, LLC | 14,848 | $105.2 萬 | 0.28% | +15+0.1% | 加碼 |
| Kathmere Capital Management, LLC | 14,638 | $105.1 萬 | 0.09% | −431−2.9% | 減碼 |
| Legacy Advisors, LLC | 14,637 | $105.1 萬 | 0.11% | +748+5.4% | 加碼 |
| Tranquilli Financial Advisor LLC | 14,618 | $104.9 萬 | 0.66% | +415+2.9% | 加碼 |
| Accredited Investors Inc. | 14,607 | $104.9 萬 | 0.07% | −2,851−16.3% | 減碼 |
| Knollwood Investment Advisory, LLC | 14,587 | $104.7 萬 | 0.12% | 00.0% | 不變 |
| Carnegie Lake Advisors LLC | 14,588 | $104.7 萬 | 0.42% | +570+4.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 14,559 | $104.5 萬 | 0.08% | −10,246−41.3% | 減碼 |
| Salem Investment Counselors Inc | 14,552 | $104.5 萬 | 0.04% | −700−4.6% | 減碼 |
| Eastern Bank | 14,492 | $104.0 萬 | 0.02% | −928−6.0% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,685 | $103.8 萬 | 0.16% | −376−2.5% | 減碼 |
| Marcum Wealth, LLC | 14,429 | $103.6 萬 | 0.09% | −968−6.3% | 減碼 |
| Cascade Investment Advisors, Inc. | 14,420 | $103.5 萬 | 0.70% | 00.0% | 不變 |
| Pacific Center for Financial Services | 14,410 | $103.4 萬 | 0.27% | −605−4.0% | 減碼 |
| Providence Capital Advisors, LLC | 14,361 | $103.1 萬 | 0.21% | +4,823+50.6% | 加碼 |
| Ocean Capital Management, LLC | 14,359 | $103.1 萬 | 0.25% | +371+2.7% | 加碼 |
| Vertex Planning Partners, LLC | 14,206 | $102.0 萬 | 0.22% | −83−0.6% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 14,166 | $101.7 萬 | 0.48% | +9,261+188.8% | 加碼 |
| Cohen Capital Management, Inc. | 14,156 | $101.6 萬 | 0.17% | 00.0% | 不變 |
| Keel Point, LLC | 14,143 | $101.5 萬 | 0.08% | +3,658+34.9% | 加碼 |
| First National Bank Sioux Falls | 14,137 | $101.5 萬 | 0.41% | 00.0% | 不變 |
| LifeSteps Financial, Inc. | 14,112 | $101.3 萬 | 0.82% | +98+0.7% | 加碼 |
| Fragasso Group Inc. | 14,101 | $101.2 萬 | 0.08% | +225+1.6% | 加碼 |
| Invst, LLC | 14,091 | $101.2 萬 | 0.14% | +14,091 | 新進 |
| Ridgecrest Wealth Partners, LLC | 14,021 | $100.7 萬 | 0.53% | −972−6.5% | 減碼 |
| Cove Street Capital, LLC | 14,020 | $100.6 萬 | 1.58% | −8,130−36.7% | 減碼 |
| Florida Financial Advisors, LLC | 14,039 | $100.4 萬 | 0.40% | +8,242+142.2% | 加碼 |
| Financial Engines Advisors L.L.C. | 13,978 | $100.3 萬 | 0.00% | −1,035−6.9% | 減碼 |
| StoneX Group Inc. | 13,947 | $100.1 萬 | 0.05% | −1,279−8.4% | 減碼 |
| Gradient Investments LLC | 13,838 | $99.3 萬 | 0.02% | −320−2.3% | 減碼 |
| Highline Wealth Partners LLC | 13,815 | $99.2 萬 | 0.33% | +156+1.1% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 13,804 | $99.1 萬 | 0.42% | −23,025−62.5% | 減碼 |
| Hills Bank & Trust Co | 13,795 | $99.0 萬 | 0.07% | +600+4.5% | 加碼 |
| Wallace Advisory Group, LLC | 14,099 | $99.0 萬 | 0.69% | −2,849−16.8% | 減碼 |
| Patton Albertson Miller Group, LLC | 13,793 | $99.0 萬 | 0.15% | 00.0% | 不變 |
| Western Wealth Management, LLC | 13,775 | $98.9 萬 | 0.07% | +1,635+13.5% | 加碼 |
| Cyndeo Wealth Partners, LLC | 13,767 | $98.8 萬 | 0.06% | +248+1.8% | 加碼 |
| Cladis Investment Advisory, LLC | 13,725 | $98.5 萬 | 0.71% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 13,689 | $98.3 萬 | 0.28% | +2,351+20.7% | 加碼 |
| Promethium Advisors,llc | 13,689 | $98.3 萬 | 0.63% | +5,285+62.9% | 加碼 |
| Bragg Financial Advisors, Inc | 13,657 | $98.0 萬 | 0.04% | −351−2.5% | 減碼 |
| Neumann Capital Management, LLC | 13,622 | $97.8 萬 | 0.34% | 00.0% | 不變 |
| Park National Corp | 13,619 | $97.8 萬 | 0.04% | −161−1.2% | 減碼 |
| Exchange Traded Concepts, LLC | 13,580 | $97.5 萬 | 0.02% | −118,609−89.7% | 減碼 |
| Cardiff Park Advisors, LLC | 13,576 | $97.5 萬 | 0.09% | +14+0.1% | 加碼 |
| Wimmer Associates 1, LLC | 12,814 | $97.4 萬 | 0.51% | +18+0.1% | 加碼 |
| Cary Street Partners Financial LLC | 13,529 | $97.1 萬 | 0.03% | +1,662+14.0% | 加碼 |
| Anchor Investment Management, LLC | 13,524 | $97.1 萬 | 0.09% | +17+0.1% | 加碼 |
| Boston Trust Walden Corp | 13,515 | $97.0 萬 | 0.01% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 13,503 | $96.9 萬 | 0.07% | −796−5.6% | 減碼 |
| Brooks, Moore & Associates, Inc. | 13,485 | $96.8 萬 | 0.55% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 13,479 | $96.8 萬 | 0.21% | +3,224+31.4% | 加碼 |
| South State Corp. | 13,442 | $96.5 萬 | 0.04% | +4,131+44.4% | 加碼 |
| Empirical Asset Management, LLC | 13,439 | $96.5 萬 | 0.33% | −49,213−78.5% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $96.4 萬 | 0.04% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 13,414 | $96.3 萬 | 0.14% | +2,862+27.1% | 加碼 |
| RMB Capital Management, LLC | 13,404 | $96.2 萬 | 0.02% | +725+5.7% | 加碼 |
| Kingswood Wealth Advisors, LLC | 13,348 | $95.8 萬 | 0.09% | −5,066−27.5% | 減碼 |
| Nations Financial Group Inc, | 13,317 | $95.6 萬 | 0.07% | +9,158+220.2% | 加碼 |
| Telos Capital Management, Inc. | 13,316 | $95.6 萬 | 0.10% | −220−1.6% | 減碼 |
| Kanawha Capital Management LLC | 13,270 | $95.3 萬 | 0.07% | −244−1.8% | 減碼 |
| Clarendon Private LLC | 13,269 | $95.3 萬 | 1.01% | +1,205+10.0% | 加碼 |
| C2C Wealth Management, LLC | 13,261 | $95.2 萬 | 0.89% | 00.0% | 不變 |
| Bailard, Inc. | 13,237 | $95.0 萬 | 0.02% | +4,021+43.6% | 加碼 |
| GFG Capital, LLC | 13,226 | $94.9 萬 | 0.29% | −60−0.5% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 13,196 | $94.7 萬 | 0.03% | −24−0.2% | 減碼 |
| DF Dent & Co Inc | 13,189 | $94.7 萬 | 0.01% | +10,000+313.6% | 加碼 |
| London & Capital Asset Management Ltd | 13,179 | $94.6 萬 | 0.08% | −28−0.2% | 減碼 |
| Weatherly Asset Management L. P. | 13,170 | $94.5 萬 | 0.08% | 00.0% | 不變 |
| 1st Source Bank | 13,159 | $94.5 萬 | 0.06% | +14+0.1% | 加碼 |
| Segment Wealth Management, LLC | 13,157 | $94.5 萬 | 0.06% | +224+1.7% | 加碼 |
| Royal Capital Wealth Management, LLC | 13,073 | $93.9 萬 | 0.66% | +374+2.9% | 加碼 |
| Quent Capital, LLC | 13,040 | $93.6 萬 | 0.10% | +429+3.4% | 加碼 |
| Shakespeare Wealth Management, Inc. | 13,016 | $93.4 萬 | 0.25% | −823−5.9% | 減碼 |
| Carson Advisory Inc. | 12,996 | $93.3 萬 | 0.63% | −231−1.7% | 減碼 |
| BKD Wealth Advisors, LLC | 12,978 | $93.2 萬 | 0.02% | +159+1.2% | 加碼 |
| Richwood Investment Advisors, LLC | 12,934 | $92.9 萬 | 0.79% | −183−1.4% | 減碼 |
| Entruity Wealth, LLC | 12,921 | $92.8 萬 | 0.87% | −350−2.6% | 減碼 |
| Modern Wealth Management, LLC | 12,903 | $92.6 萬 | 0.03% | +1,773+15.9% | 加碼 |
| Heritage Family Offices, LLP | 12,893 | $92.6 萬 | 0.47% | +18+0.1% | 加碼 |
| FORA Capital, LLC | 12,890 | $92.5 萬 | 0.09% | +12,890 | 新進 |
| Capital International Sarl | 12,883 | $92.5 萬 | 0.02% | −27,238−67.9% | 減碼 |
| Optas, LLC | 12,840 | $92.2 萬 | 0.16% | +6,548+104.1% | 加碼 |
| Family Legacy, Inc. | 12,837 | $92.2 萬 | 0.32% | +37+0.3% | 加碼 |
| Concord Wealth Partners | 12,819 | $92.0 萬 | 0.15% | +5,200+68.3% | 加碼 |
| Savvy Advisors, Inc. | 12,793 | $91.8 萬 | 0.09% | +1,408+12.4% | 加碼 |
| Quotient Wealth Partners, LLC | 12,777 | $91.7 萬 | 0.03% | +709+5.9% | 加碼 |
| IVC Wealth Advisors LLC | 12,752 | $91.5 萬 | 0.49% | −33−0.3% | 減碼 |
| Fermata Advisors, LLC | 12,751 | $91.5 萬 | 0.17% | +9,629+308.4% | 加碼 |
| Studio Investment Management LLC | 12,684 | $91.1 萬 | 0.19% | −3,144−19.9% | 減碼 |
| City National Bank of Florida | 12,652 | $90.8 萬 | 0.82% | +728+6.1% | 加碼 |
| Becker Capital Management Inc | 12,578 | $90.3 萬 | 0.03% | +51+0.4% | 加碼 |
| Ingalls & Snyder LLC | 12,579 | $90.3 萬 | 0.03% | +69+0.6% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 12,551 | $90.1 萬 | 0.15% | +4,201+50.3% | 加碼 |
| Stoneridge Investment Partners LLC | 12,547 | $90.1 萬 | 0.76% | +12,547 | 新進 |
| Catalyst Financial Partners LLC | 12,473 | $89.5 萬 | 0.16% | +1,572+14.4% | 加碼 |
| North Star Asset Management Inc | 12,466 | $89.5 萬 | 0.04% | −192−1.5% | 減碼 |
| Pointe Capital Management LLC | 12,460 | $89.5 萬 | 0.52% | 00.0% | 不變 |