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 |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 10,248 | $73.6 萬 | 0.26% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 10,185 | $73.1 萬 | 0.06% | +875+9.4% | 加碼 |
| Aspen Investment Management Inc | 10,163 | $73.0 萬 | 0.34% | +687+7.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 10,161 | $72.9 萬 | 0.04% | −240−2.3% | 減碼 |
| Proficio Capital Partners LLC | 10,120 | $72.7 萬 | 0.06% | +265+2.7% | 加碼 |
| Perennial Advisors, LLC | 10,115 | $72.6 萬 | 0.14% | −147−1.4% | 減碼 |
| Carrera Capital Advisors | 10,111 | $72.6 萬 | 0.16% | +751+8.0% | 加碼 |
| Gladius Capital Management LP | 10,037 | $72.1 萬 | 0.71% | −8,892−47.0% | 減碼 |
| Jacobs & Co | 10,042 | $72.0 萬 | 0.08% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 10,025 | $72.0 萬 | 0.08% | +657+7.0% | 加碼 |
| All Terrain Financial Advisors, LLC | 10,003 | $71.8 萬 | 0.28% | 00.0% | 不變 |
| Parkside Investments, LLC | 10,000 | $71.8 萬 | 0.11% | −2,000−16.7% | 減碼 |
| KDT Advisors, LLC | 10,000 | $71.8 萬 | 1.06% | +10,000 | 新進 |
| Cheviot Value Management, LLC | 9,700 | $71.6 萬 | 0.09% | +9,700 | 新進 |
| Zuckerman Investment Group, LLC | 9,968 | $71.6 萬 | 0.08% | 00.0% | 不變 |
| Monument Capital Management | 9,962 | $71.5 萬 | 0.22% | 00.0% | 不變 |
| Monarch Capital Management Inc | 9,944 | $71.4 萬 | 0.20% | +389+4.1% | 加碼 |
| Shufro Rose & Co LLC | 9,906 | $71.1 萬 | 0.06% | +9,906 | 新進 |
| Platform Technology Partners | 9,904 | $71.1 萬 | 0.21% | +18+0.2% | 加碼 |
| Beaton Management Co. Inc. | 9,900 | $71.1 萬 | 0.37% | 00.0% | 不變 |
| Core Alternative Capital | 9,871 | $70.9 萬 | 0.17% | +68+0.7% | 加碼 |
| Iron Horse Wealth Management, LLC | 9,869 | $70.8 萬 | 0.23% | +52+0.5% | 加碼 |
| KPP Advisory Services LLC | 9,866 | $70.8 萬 | 0.13% | +9,866 | 新進 |
| Davis R M Inc | 9,852 | $70.7 萬 | 0.01% | −32−0.3% | 減碼 |
| Rockland Trust Co | 9,850 | $70.7 萬 | 0.04% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 9,832 | $70.6 萬 | 0.05% | +3,460+54.3% | 加碼 |
| Bremer Bank National Association | 9,830 | $70.6 萬 | 0.13% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 9,820 | $70.5 萬 | 0.14% | −15,766−61.6% | 減碼 |
| Quadcap Wealth Management, LLC | 9,810 | $70.4 萬 | 0.10% | +306+3.2% | 加碼 |
| G&S Capital LLC | 9,703 | $69.7 萬 | 0.30% | −587−5.7% | 減碼 |
| Radnor Capital Management, LLC | 9,701 | $69.6 萬 | 0.12% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 9,664 | $69.4 萬 | 0.05% | −30−0.3% | 減碼 |
| Sandy Spring Bank | 9,655 | $69.3 萬 | 0.03% | +121+1.3% | 加碼 |
| First PREMIER Bank | 9,639 | $69.2 萬 | 0.18% | +100+1.0% | 加碼 |
| Van Strum & Towne Inc. | 9,639 | $69.2 萬 | 0.23% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 9,619 | $69.1 萬 | 0.12% | −145−1.5% | 減碼 |
| Hartford Financial Management Inc. | 9,595 | $68.9 萬 | 0.14% | 00.0% | 不變 |
| Smith Thornton Advisors LLC | 9,591 | $68.9 萬 | 0.43% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 9,587 | $68.8 萬 | 0.20% | +161+1.7% | 加碼 |
| Linscomb & Williams, Inc. | 9,585 | $68.8 萬 | 0.03% | +81+0.9% | 加碼 |
| Creekside Partners | 9,537 | $68.5 萬 | 0.36% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 9,524 | $68.4 萬 | 0.05% | −20−0.2% | 減碼 |
| Athena Investment Management | 9,492 | $68.1 萬 | 0.41% | −199−2.1% | 減碼 |
| Quadrant Private Wealth Management, LLC | 9,490 | $68.1 萬 | 0.17% | −390−3.9% | 減碼 |
| Sather Financial Group Inc | 9,451 | $67.8 萬 | 0.04% | −14,532−60.6% | 減碼 |
| West Bancorporation Inc | 9,450 | $67.8 萬 | 0.46% | 00.0% | 不變 |
| Valley National Advisers Inc | 9,422 | $67.5 萬 | 0.12% | +260+2.8% | 加碼 |
| Jain Global LLC | 9,376 | $67.3 萬 | 0.01% | −24,871−72.6% | 減碼 |
| GWN Securities Inc. | 8,918 | $67.1 萬 | 0.04% | +3,851+76.0% | 加碼 |
| Manchester Capital Management LLC | 9,349 | $67.1 萬 | 0.08% | +396+4.4% | 加碼 |
| Regatta Capital Group, LLC | 9,293 | $66.7 萬 | 0.13% | −57−0.6% | 減碼 |
| Old North State Trust, LLC | 9,491 | $66.7 萬 | 0.42% | 00.0% | 不變 |
| Opinicus Capital, Inc. | 9,287 | $66.7 萬 | 0.59% | +9,287 | 新進 |
| Bedel Financial Consulting, Inc. | 9,065 | $66.6 萬 | 0.10% | +168+1.9% | 加碼 |
| Steel Peak Wealth Management LLC | 9,265 | $66.5 萬 | 0.03% | +3,070+49.6% | 加碼 |
| Onefund, LLC | 9,237 | $66.3 萬 | 0.68% | +25+0.3% | 加碼 |
| Transamerica Financial Advisors, Inc. | 9,205 | $66.1 萬 | 0.07% | −38−0.4% | 減碼 |
| Versant Capital Management, Inc | 9,189 | $66.0 萬 | 0.11% | +4,200+84.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 9,184 | $65.9 萬 | 0.02% | −23−0.2% | 減碼 |
| JNBA Financial Advisors | 9,130 | $65.5 萬 | 0.07% | −1,886−17.1% | 減碼 |
| Larson Financial Group LLC | 9,122 | $65.5 萬 | 0.03% | +2,314+34.0% | 加碼 |
| Crown Wealth Group, LLC | 9,104 | $65.4 萬 | 0.34% | +2,456+36.9% | 加碼 |
| Northstar Financial Companies, Inc. | 9,078 | $65.2 萬 | 0.71% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 9,055 | $65.0 萬 | 0.04% | +1,822+25.2% | 加碼 |
| Legacy Financial Group LLC | 9,048 | $65.0 萬 | 0.10% | −4,489−33.2% | 減碼 |
| Westover Capital Advisors, LLC | 9,047 | $64.9 萬 | 0.14% | 00.0% | 不變 |
| Tudor Financial Inc. | 9,044 | $64.9 萬 | 0.39% | +30.0% | 加碼 |
| Cahill Financial Advisors Inc | 9,038 | $64.9 萬 | 0.09% | +315+3.6% | 加碼 |
| Summa Corp. | 9,024 | $64.8 萬 | 0.37% | +324+3.7% | 加碼 |
| CFO4Life Group, LLC | 9,022 | $64.8 萬 | 0.11% | −152−1.7% | 減碼 |
| Deseret Mutual Benefit Administrators | 9,021 | $64.8 萬 | 0.32% | −961−9.6% | 減碼 |
| Alliance Wealth Advisors, LLC | 8,969 | $64.4 萬 | 0.17% | −2,003−18.3% | 減碼 |
| Basepoint Wealth LLC | 8,961 | $64.3 萬 | 0.50% | −439−4.7% | 減碼 |
| Encompass More Asset Management | 8,924 | $64.1 萬 | 0.19% | −388−4.2% | 減碼 |
| Triumph Capital Management | 8,912 | $64.0 萬 | 0.21% | +210+2.4% | 加碼 |
| Kagan Cocozza Asset Management | 8,906 | $63.9 萬 | 0.52% | −1,134−11.3% | 減碼 |
| Spectrum Wealth Counsel, LLC | 8,885 | $63.8 萬 | 0.08% | 00.0% | 不變 |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $63.7 萬 | 0.23% | −78−0.9% | 減碼 |
| Financial Advisory Service, Inc. | 8,873 | $63.7 萬 | 0.05% | +24+0.3% | 加碼 |
| Kerrisdale Advisers, LLC | 8,851 | $63.5 萬 | 0.27% | −10,495−54.2% | 減碼 |
| Cim Investment Mangement Inc | 8,851 | $63.5 萬 | 0.15% | −6−0.1% | 減碼 |
| Tower Trust & Investment Co | 8,908 | $63.3 萬 | 0.51% | +8,908 | 新進 |
| Nwam LLC | 8,806 | $63.2 萬 | 0.05% | +142+1.6% | 加碼 |
| Marietta Investment Partners LLC | 8,800 | $63.2 萬 | 0.15% | 00.0% | 不變 |
| Transce3nd, LLC | 8,802 | $63.1 萬 | 0.28% | −72−0.8% | 減碼 |
| Monticello Wealth Management, LLC | 8,782 | $63.0 萬 | 0.05% | 00.0% | 不變 |
| Fortress Private Ledger, LLC | 8,782 | $63.0 萬 | 0.35% | +586+7.1% | 加碼 |
| Hudock, Inc. | 8,772 | $63.0 萬 | 0.11% | +10.0% | 加碼 |
| Meridian Wealth Partners, LLC | 8,770 | $63.0 萬 | 0.10% | −227−2.5% | 減碼 |
| Advisors Management Group Inc | 8,753 | $62.8 萬 | 0.14% | 00.0% | 不變 |
| Altfest L J & Co Inc | 8,735 | $62.7 萬 | 0.08% | +10+0.1% | 加碼 |
| Winthrop Capital Management, LLC | 8,719 | $62.6 萬 | 0.17% | −2,700−23.6% | 減碼 |
| Pin Oak Investment Advisors Inc | 8,829 | $62.4 萬 | 0.48% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 8,665 | $62.2 萬 | 0.08% | 00.0% | 不變 |
| Tradewinds, LLC. | 8,656 | $62.1 萬 | 0.18% | +86+1.0% | 加碼 |
| SilverOak Wealth Management LLC | 8,613 | $61.8 萬 | 0.13% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 8,581 | $61.6 萬 | 0.02% | +8,581 | 新進 |
| BlueStem Wealth Partners, LLC | 8,523 | $61.2 萬 | 0.08% | +50+0.6% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 8,518 | $61.2 萬 | 0.15% | −4,077−32.4% | 減碼 |
| Signature Estate & Investment Advisors LLC | 8,493 | $61.0 萬 | 0.02% | −199−2.3% | 減碼 |