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 |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | 8,507 | $61.0 萬 | 0.05% | +1,811+27.0% | 加碼 |
| First National Bank | 8,470 | $60.8 萬 | 0.39% | +450+5.6% | 加碼 |
| McAdam, LLC | 8,467 | $60.8 萬 | 0.04% | +2,244+36.1% | 加碼 |
| Allen Capital Group, LLC | 8,434 | $60.5 萬 | 0.07% | +378+4.7% | 加碼 |
| Howard Bailey Securities, LLC | 8,433 | $60.5 萬 | 0.20% | −1,021−10.8% | 減碼 |
| Venturi Wealth Management, LLC | 8,424 | $60.5 萬 | 0.03% | +1,036+14.0% | 加碼 |
| Northeast Investment Management | 8,418 | $60.4 萬 | 0.03% | −20.0% | 減碼 |
| Eagle Global Advisors LLC | 8,418 | $60.4 萬 | 0.02% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 8,405 | $60.3 萬 | 0.01% | +105+1.3% | 加碼 |
| Sivia Capital Partners, LLC | 8,401 | $60.3 萬 | 0.28% | +475+6.0% | 加碼 |
| Humankind Investments LLC | 8,397 | $60.3 萬 | 0.16% | −370−4.2% | 減碼 |
| Monetary Management Group Inc | 8,395 | $60.3 萬 | 0.16% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 10,227 | $60.2 萬 | 0.19% | +183+1.8% | 加碼 |
| Field & Main Bank | 8,325 | $59.8 萬 | 0.21% | +75+0.9% | 加碼 |
| Tributary Capital Management, LLC | 8,220 | $59.0 萬 | 0.05% | −2,130−20.6% | 減碼 |
| Zions Bancorporation, National Association | 8,200 | $58.9 萬 | 0.04% | +8,200 | 新進 |
| Waddell & Associates, LLC | 8,192 | $58.8 萬 | 0.07% | +1,039+14.5% | 加碼 |
| Wealth Architects, LLC | 8,186 | $58.8 萬 | 0.06% | +59+0.7% | 加碼 |
| RKL Wealth Management LLC | 8,185 | $58.8 萬 | 0.06% | +5,113+166.4% | 加碼 |
| Kestra Investment Management, LLC | 8,180 | $58.7 萬 | 0.02% | −93−1.1% | 減碼 |
| Baldwin Brothers Inc | 8,178 | $58.7 萬 | 0.04% | +41+0.5% | 加碼 |
| Cutler Investment Counsel LLC | 8,169 | $58.6 萬 | 0.07% | +33+0.4% | 加碼 |
| Circle Wealth Management, LLC | 8,161 | $58.6 萬 | 0.01% | −688−7.8% | 減碼 |
| Sippican Capital Advisors | 8,143 | $58.5 萬 | 0.44% | −150−1.8% | 減碼 |
| Canandaigua National Bank & Trust Co | 8,123 | $58.3 萬 | 0.06% | −206−2.5% | 減碼 |
| Lauterbach Financial Advisors, LLC | 8,115 | $58.3 萬 | 0.36% | −942−10.4% | 減碼 |
| Avion Wealth | 8,288 | $58.2 萬 | 0.15% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 8,080 | $58.0 萬 | 0.17% | +33+0.4% | 加碼 |
| Blue Rock Wealth Management LLC | 8,078 | $58.0 萬 | 0.49% | +2,894+55.8% | 加碼 |
| Auxano Advisors, LLC | 8,067 | $57.9 萬 | 0.15% | +117+1.5% | 加碼 |
| Interchange Capital Partners, LLC | 8,052 | $57.8 萬 | 0.16% | +1,532+23.5% | 加碼 |
| PFG Advisors | 8,046 | $57.8 萬 | 0.03% | +302+3.9% | 加碼 |
| Old West Investment Management, LLC | 8,037 | $57.7 萬 | 0.21% | +8,037 | 新進 |
| Integrity Financial Corp | 8,026 | $57.6 萬 | 0.33% | −3,725−31.7% | 減碼 |
| Ironwood Investment Counsel, LLC | 8,011 | $57.5 萬 | 0.10% | −281−3.4% | 減碼 |
| Fiducient Advisors LLC | 8,000 | $57.4 萬 | 0.07% | +8,000 | 新進 |
| Sebold Capital Management, Inc. | 7,999 | $57.4 萬 | 0.38% | −635−7.4% | 減碼 |
| Advisory Alpha, LLC | 7,986 | $57.3 萬 | 0.02% | +1,713+27.3% | 加碼 |
| Icon Wealth Advisors, LLC | 7,978 | $57.3 萬 | 0.05% | +350+4.6% | 加碼 |
| Nilsine Partners, LLC | 7,961 | $57.2 萬 | 0.06% | +553+7.5% | 加碼 |
| Intelligence Driven Advisers, LLC | 7,944 | $57.0 萬 | 0.11% | −341−4.1% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 7,904 | $56.8 萬 | 0.15% | +2,065+35.4% | 加碼 |
| Cooper Financial Group | 7,897 | $56.7 萬 | 0.07% | +2,282+40.6% | 加碼 |
| Capital Performance Advisors LLP | 7,861 | $56.4 萬 | 0.12% | +3,515+80.9% | 加碼 |
| Atala Financial Inc | 7,853 | $56.4 萬 | 0.42% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 7,849 | $56.4 萬 | 0.07% | +4+0.1% | 加碼 |
| Van Cleef Asset Management,Inc | 7,816 | $56.1 萬 | 0.06% | −3,499−30.9% | 減碼 |
| Quarry LP | 7,782 | $55.9 萬 | 0.14% | +6,248+407.3% | 加碼 |
| Callan Capital, LLC | 7,761 | $55.7 萬 | 0.04% | +1,364+21.3% | 加碼 |
| Tradewinds Capital Management, LLC | 7,732 | $55.5 萬 | 0.15% | 00.0% | 不變 |
| Sky Investment Group LLC | 7,700 | $55.3 萬 | 0.10% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 7,686 | $55.2 萬 | 0.22% | +78+1.0% | 加碼 |
| TCTC Holdings, LLC | 7,676 | $55.1 萬 | 0.02% | +151+2.0% | 加碼 |
| Doliver Advisors, LP | 7,675 | $55.1 萬 | 0.15% | −150−1.9% | 減碼 |
| Evoke Wealth, LLC | 7,652 | $54.9 萬 | 0.01% | +121+1.6% | 加碼 |
| Worth Asset Management, LLC | 7,649 | $54.9 萬 | 0.30% | −25,474−76.9% | 減碼 |
| Permanens Capital L.P. | 7,644 | $54.9 萬 | 0.10% | +1,346+21.4% | 加碼 |
| Wood Tarver Financial Group, LLC | 7,633 | $54.8 萬 | 0.18% | +306+4.2% | 加碼 |
| SummitTX Capital, L.P. | 7,628 | $54.8 萬 | 0.02% | +7,628 | 新進 |
| Sound Income Strategies, LLC | 7,598 | $54.5 萬 | 0.03% | +99+1.3% | 加碼 |
| DKM Wealth Management, Inc. | 7,592 | $54.5 萬 | 0.53% | +27+0.4% | 加碼 |
| Prelude Capital Management, LLC | 7,554 | $54.2 萬 | 0.05% | −4,860−39.1% | 減碼 |
| BigSur Wealth Management LLC | 7,550 | $54.2 萬 | 0.15% | +7,550 | 新進 |
| Grant Private Wealth Management Inc | 7,548 | $54.2 萬 | 0.58% | −400−5.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 7,547 | $54.2 萬 | 0.02% | −1,216−13.9% | 減碼 |
| Mosaic Financial Group, LLC | 7,530 | $54.1 萬 | 0.44% | +13+0.2% | 加碼 |
| Cornerstone Wealth Group, LLC | 7,521 | $54.0 萬 | 0.04% | +1,736+30.0% | 加碼 |
| Holistic Planning, LLC | 7,513 | $53.9 萬 | 0.18% | +275+3.8% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,512 | $53.9 萬 | 0.20% | −219−2.8% | 減碼 |
| STAR Financial Bank | 7,486 | $53.7 萬 | 0.39% | 00.0% | 不變 |
| one8zero8, LLC | 7,485 | $53.7 萬 | 0.13% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 7,303 | $53.7 萬 | 0.06% | −265−3.5% | 減碼 |
| Magnus Financial Group LLC | 7,465 | $53.6 萬 | 0.05% | +115+1.6% | 加碼 |
| Bouchey Financial Group Ltd | 7,458 | $53.5 萬 | 0.05% | +716+10.6% | 加碼 |
| Connecticut Wealth Management, LLC | 7,452 | $53.5 萬 | 0.03% | −149−2.0% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $53.5 萬 | 0.08% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 7,447 | $53.5 萬 | 0.19% | 00.0% | 不變 |
| Atom Investors LP | 7,428 | $53.3 萬 | 0.07% | +7,428 | 新進 |
| OneAscent Wealth Management LLC | 7,423 | $53.3 萬 | 0.23% | −1,200−13.9% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 7,422 | $53.3 萬 | 0.15% | +279+3.9% | 加碼 |
| MCF Advisors LLC | 7,411 | $53.2 萬 | 0.04% | −337−4.3% | 減碼 |
| Weil Company, Inc. | 7,409 | $53.2 萬 | 0.16% | −400−5.1% | 減碼 |
| Spinnaker Trust | 7,407 | $53.2 萬 | 0.03% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 7,400 | $53.1 萬 | 0.04% | +62+0.8% | 加碼 |
| Bridge Creek Capital Management LLC | 7,400 | $53.1 萬 | 0.17% | 00.0% | 不變 |
| Patten & Patten Inc | 7,394 | $53.1 萬 | 0.04% | −57−0.8% | 減碼 |
| Oxford Financial Group Ltd | 7,393 | $53.1 萬 | 0.04% | +934+14.5% | 加碼 |
| Sunflower Bank, N.A. | 7,380 | $53.0 萬 | 0.15% | +71+1.0% | 加碼 |
| Money Concepts Capital Corp | 7,371 | $52.9 萬 | 0.04% | +7,371 | 新進 |
| Sound View Wealth Advisors Group, LLC | 7,363 | $52.9 萬 | 0.04% | +115+1.6% | 加碼 |
| Fairview Capital Investment Management, LLC | 7,355 | $52.8 萬 | 0.03% | −300−3.9% | 減碼 |
| Financial Insights, Inc. | 7,350 | $52.8 萬 | 0.21% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 8,437 | $52.8 萬 | 0.10% | +120+1.4% | 加碼 |
| Pacifica Capital Investments, LLC | 7,335 | $52.7 萬 | 0.19% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 7,319 | $52.5 萬 | 0.24% | +7,319 | 新進 |
| Brueske Advisory Services, LLC | 7,298 | $52.4 萬 | 0.50% | +18+0.2% | 加碼 |
| Occidental Asset Management, LLC | 7,297 | $52.4 萬 | 0.08% | +932+14.6% | 加碼 |
| Wealthstream Advisors, Inc. | 7,284 | $52.3 萬 | 0.10% | +105+1.5% | 加碼 |
| Virtue Capital Management, LLC | 7,291 | $52.3 萬 | 0.06% | +635+9.5% | 加碼 |
| Lakeside Advisors, INC. | 7,275 | $52.2 萬 | 0.35% | 00.0% | 不變 |