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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 7,274 | $52.2 萬 | 0.06% | +626+9.4% | 加碼 |
| Everpar Advisors LLC | 7,272 | $52.2 萬 | 0.28% | +72+1.0% | 加碼 |
| Weaver Consulting Group | 7,267 | $52.2 萬 | 0.16% | +9+0.1% | 加碼 |
| Texas Capital Bancshares Inc | 7,258 | $52.1 萬 | 0.22% | −39−0.5% | 減碼 |
| Defender Capital, LLC. | 7,250 | $52.1 萬 | 0.21% | +7,250 | 新進 |
| Howe & Rusling Inc | 7,233 | $51.9 萬 | 0.04% | −375−4.9% | 減碼 |
| Alpha Family Trust | 7,220 | $51.8 萬 | 0.30% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 7,219 | $51.8 萬 | 0.11% | +67+0.9% | 加碼 |
| Sentry Investment Management LLC | 8,321 | $51.7 萬 | 0.35% | +1,898+29.6% | 加碼 |
| Well Done, LLC | 7,323 | $51.4 萬 | 0.09% | −241−3.2% | 減碼 |
| Elyxium Wealth, LLC | 7,156 | $51.4 萬 | 0.23% | +7,156 | 新進 |
| Summit Asset Management, LLC | 7,150 | $51.3 萬 | 0.09% | 00.0% | 不變 |
| Verum Partners LLC | 7,137 | $51.2 萬 | 0.14% | +18+0.3% | 加碼 |
| Cassaday & Co Wealth Management LLC | 7,132 | $51.2 萬 | 0.01% | +479+7.2% | 加碼 |
| UMA Financial Services, Inc. | 7,111 | $51.0 萬 | 0.09% | −53−0.7% | 減碼 |
| S.A. Mason LLC | 7,103 | $51.0 萬 | 0.27% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 7,098 | $51.0 萬 | 0.07% | +245+3.6% | 加碼 |
| CoreCap Advisors, LLC | 7,093 | $50.9 萬 | 0.02% | +1,433+25.3% | 加碼 |
| MONECO Advisors, LLC | 7,085 | $50.9 萬 | 0.05% | +67+1.0% | 加碼 |
| Kathleen S. Wright Associates Inc. | 7,075 | $50.9 萬 | 0.21% | 00.0% | 不變 |
| Capital Advantage, Inc. | 7,235 | $50.8 萬 | 0.09% | 00.0% | 不變 |
| Delta Investment Management, LLC | 7,076 | $50.8 萬 | 0.10% | −244−3.3% | 減碼 |
| John W. Brooker & Co., CPAs | 7,075 | $50.8 萬 | 0.21% | 00.0% | 不變 |
| New Hampshire Trust | 7,065 | $50.7 萬 | 0.12% | −40−0.6% | 減碼 |
| Red Door Wealth Management, LLC | 7,020 | $50.4 萬 | 0.07% | +1,623+30.1% | 加碼 |
| Seven Mile Advisory | 7,019 | $50.4 萬 | 0.34% | +383+5.8% | 加碼 |
| SNS Financial Group, LLC | 7,009 | $50.3 萬 | 0.05% | +43+0.6% | 加碼 |
| Wayfinding Financial, LLC | 7,019 | $50.3 萬 | 0.22% | +265+3.9% | 加碼 |
| Kearns & Associates LLC | 7,000 | $50.3 萬 | 0.33% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 6,991 | $50.2 萬 | 0.20% | −295−4.0% | 減碼 |
| BancorpSouth Bank | 6,983 | $50.1 萬 | 0.04% | −28−0.4% | 減碼 |
| Baron Wealth Management LLC | 6,981 | $50.1 萬 | 0.22% | +2,145+44.4% | 加碼 |
| Fort Point Capital Partners LLC | 6,959 | $50.0 萬 | 0.06% | −634−8.3% | 減碼 |
| 17 Capital Partners, LLC | 6,910 | $49.6 萬 | 0.32% | +987+16.7% | 加碼 |
| HHM Wealth Advisors, LLC | 6,897 | $49.5 萬 | 0.07% | +10.0% | 加碼 |
| Bingham Private Wealth, LLC | 6,885 | $49.4 萬 | 0.51% | +418+6.5% | 加碼 |
| Heartland Bank & Trust Co | 6,884 | $49.4 萬 | 0.25% | −8,818−56.2% | 減碼 |
| Means Investment Co., Inc. | 6,884 | $49.4 萬 | 0.05% | +18+0.3% | 加碼 |
| Bridgewater Advisors Inc. | 6,934 | $49.3 萬 | 0.04% | +6,934 | 新進 |
| Piscataqua Savings Bank | 6,866 | $49.3 萬 | 0.44% | +4+0.1% | 加碼 |
| Ssi Investment Management LLC | 6,862 | $49.3 萬 | 0.04% | −30.0% | 減碼 |
| Petros Family Wealth, LLC | 6,852 | $49.2 萬 | 0.54% | +295+4.5% | 加碼 |
| Intrust Bank NA | 6,845 | $49.1 萬 | 0.05% | −1,064−13.5% | 減碼 |
| Austin Private Wealth, LLC | 6,835 | $49.1 萬 | 0.04% | +563+9.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,823 | $49.0 萬 | 0.03% | +184+2.8% | 加碼 |
| Douglas Lane & Associates, LLC | 6,823 | $49.0 萬 | 0.01% | −3,809−35.8% | 減碼 |
| Alps Advisors Inc | 6,821 | $49.0 萬 | 0.00% | −5,617−45.2% | 減碼 |
| TFR Capital, LLC. | 6,809 | $48.9 萬 | 0.20% | +3,767+123.8% | 加碼 |
| Schulhoff & Co Inc | 6,804 | $48.8 萬 | 0.22% | −173−2.5% | 減碼 |
| Atlas Brown,Inc. | 6,803 | $48.8 萬 | 0.17% | +50+0.7% | 加碼 |
| Cowa, LLC | 6,800 | $48.8 萬 | 0.21% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 6,797 | $48.8 萬 | 0.04% | 00.0% | 不變 |
| Burton Enright Welch | 6,771 | $48.6 萬 | 0.10% | +713+11.8% | 加碼 |
| Fortem Financial Group, LLC | 6,759 | $48.5 萬 | 0.19% | +150+2.3% | 加碼 |
| LVW Advisors, LLC | 6,757 | $48.5 萬 | 0.06% | −185−2.7% | 減碼 |
| Sequent Asset Management, LLC | 6,753 | $48.5 萬 | 0.27% | −42−0.6% | 減碼 |
| Drexel Morgan & Co. | 6,747 | $48.4 萬 | 0.10% | 00.0% | 不變 |
| Maia Wealth LLC | 7,665 | $48.4 萬 | 0.11% | +481+6.7% | 加碼 |
| Aull & Monroe Investment Management Corp | 6,718 | $48.2 萬 | 0.24% | −122−1.8% | 減碼 |
| Confluence Wealth Services, Inc. | 7,090 | $48.2 萬 | 0.03% | −60−0.8% | 減碼 |
| Traynor Capital Management, Inc. | 6,698 | $48.1 萬 | 0.04% | +3,474+107.8% | 加碼 |
| North Berkeley Wealth Management, LLC | 6,697 | $48.1 萬 | 0.50% | −595−8.2% | 減碼 |
| Tucker Asset Management LLC | 6,693 | $48.0 萬 | 0.16% | −1,744−20.7% | 減碼 |
| LRI Investments, LLC | 6,690 | $48.0 萬 | 0.05% | −246−3.5% | 減碼 |
| Thompson Investment Management, Inc. | 6,677 | $47.9 萬 | 0.07% | −335−4.8% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 6,670 | $47.9 萬 | 0.10% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 6,670 | $47.9 萬 | 0.24% | −2,189−24.7% | 減碼 |
| Main Street Financial Solutions, LLC | 6,640 | $47.7 萬 | 0.04% | −3,146−32.1% | 減碼 |
| Advyzon Investment Management, LLC | 6,639 | $47.7 萬 | 0.17% | −902−12.0% | 減碼 |
| Belmont Capital, LLC | 6,638 | $47.7 萬 | 0.09% | −52−0.8% | 減碼 |
| Advisor OS, LLC | 6,632 | $47.6 萬 | 0.05% | −996−13.1% | 減碼 |
| Spartan Planning & Wealth Management | 6,630 | $47.6 萬 | 0.46% | +578+9.6% | 加碼 |
| Western Pacific Wealth Management, LP | 6,626 | $47.6 萬 | 0.43% | −1,945−22.7% | 減碼 |
| Canopy Partners, LLC | 6,619 | $47.5 萬 | 0.19% | +88+1.3% | 加碼 |
| Simmons Bank | 6,601 | $47.4 萬 | 0.04% | −100−1.5% | 減碼 |
| Lynch & Associates | 6,594 | $47.3 萬 | 0.10% | −12−0.2% | 減碼 |
| Peak Retirement Planning, Inc. | 6,587 | $47.3 萬 | 0.26% | +6,587 | 新進 |
| CVA Family Office, LLC | 6,571 | $47.2 萬 | 0.07% | +602+10.1% | 加碼 |
| Mengis Capital Management, Inc. | 6,564 | $47.1 萬 | 0.10% | +50+0.8% | 加碼 |
| BCJ Capital Management, LLC | 6,545 | $47.0 萬 | 0.03% | +6,545 | 新進 |
| Keystone Financial Group | 6,500 | $46.7 萬 | 0.05% | −1,022−13.6% | 減碼 |
| Alpha Advisors, LLC | 6,496 | $46.6 萬 | 0.41% | +164+2.6% | 加碼 |
| RD Lewis Holdings, Inc. | 6,318 | $46.6 萬 | 0.53% | +350+5.9% | 加碼 |
| Sawgrass Asset Management LLC | 6,493 | $46.6 萬 | 0.06% | +6,493 | 新進 |
| Michael A. Dubis Financial Planning, LLC | 6,492 | $46.6 萬 | 0.45% | 00.0% | 不變 |
| Axis Wealth Partners, LLC | 6,477 | $46.5 萬 | 0.34% | +10+0.2% | 加碼 |
| ASB Consultores, LLC | 6,473 | $46.5 萬 | 0.30% | −5,157−44.3% | 減碼 |
| Lincoln Capital LLC | 7,012 | $46.4 萬 | 0.10% | +10.0% | 加碼 |
| Traphagen Investment Advisors LLC | 6,448 | $46.3 萬 | 0.05% | +538+9.1% | 加碼 |
| TBH Global Asset Management, LLC | 6,436 | $46.2 萬 | 0.09% | +225+3.6% | 加碼 |
| Founders Financial Alliance, LLC | 6,421 | $46.1 萬 | 0.11% | −514−7.4% | 減碼 |
| Campion Asset Management LLC | 6,405 | $46.0 萬 | 0.36% | −1,010−13.6% | 減碼 |
| Redwood Investment Management, LLC | 6,397 | $45.9 萬 | 0.05% | +6,397 | 新進 |
| Richard W. Paul & Associates, LLC | 6,382 | $45.8 萬 | 0.18% | −58−0.9% | 減碼 |
| M3 Advisory Group, LLC | 6,352 | $45.6 萬 | 0.36% | +200+3.3% | 加碼 |
| Zullo Investment Group, Inc. | 6,327 | $45.4 萬 | 0.19% | +147+2.4% | 加碼 |
| Evernest Financial Advisors, LLC | 6,304 | $45.3 萬 | 0.16% | +963+18.0% | 加碼 |
| Front Row Advisors LLC | 6,293 | $45.2 萬 | 0.17% | 00.0% | 不變 |
| Lakeridge Wealth Management LLC | 6,286 | $45.1 萬 | 0.23% | +119+1.9% | 加碼 |
| Fortress Financial Group, LLC | 6,276 | $45.1 萬 | 0.45% | +15+0.2% | 加碼 |