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 |
|---|---|---|---|---|---|
| Peddock Capital Advisors, LLC | 4,024 | $28.9 萬 | 0.07% | +119+3.0% | 加碼 |
| Copperleaf Capital, LLC | 4,024 | $28.9 萬 | 0.17% | +724+21.9% | 加碼 |
| James Hambro & Partners | 4,019 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 4,005 | $28.8 萬 | 0.02% | −1,459−26.7% | 減碼 |
| Hillsdale Investment Management Inc. | 4,002 | $28.7 萬 | 0.01% | +2,540+173.7% | 加碼 |
| United Bank | 4,000 | $28.7 萬 | 0.04% | 00.0% | 不變 |
| Epiq Partners, LLC | 4,000 | $28.7 萬 | 0.15% | 00.0% | 不變 |
| HC Advisors, LLC | 3,999 | $28.7 萬 | 0.22% | −849−17.5% | 減碼 |
| Capital Analysts, LLC | 4,003 | $28.7 萬 | 0.01% | +4+0.1% | 加碼 |
| Omnia Family Wealth, LLC | 3,989 | $28.6 萬 | 0.12% | +3,989 | 新進 |
| Impact Capital Partners LLC | 3,968 | $28.5 萬 | 0.10% | +252+6.8% | 加碼 |
| Apexium Financial, LP | 3,960 | $28.4 萬 | 0.02% | −8,976−69.4% | 減碼 |
| Heritage Wealth Management, Inc. | 3,955 | $28.4 萬 | 0.10% | 00.0% | 不變 |
| Towerpoint Wealth, LLC | 3,946 | $28.3 萬 | 0.14% | 00.0% | 不變 |
| Ellenbecker Investment Group | 3,944 | $28.3 萬 | 0.05% | +19+0.5% | 加碼 |
| Barnes Wealth Management Group, Inc | 3,944 | $28.3 萬 | 0.18% | +3,944 | 新進 |
| TCI Wealth Advisors, Inc. | 3,941 | $28.3 萬 | 0.02% | −507−11.4% | 減碼 |
| Regal Investment Advisors LLC | 3,930 | $28.2 萬 | 0.02% | −149−3.7% | 減碼 |
| GW&K Investment Management, LLC | 3,929 | $28.2 萬 | 0.00% | −515−11.6% | 減碼 |
| City Center Advisors, LLC | 3,926 | $28.2 萬 | 0.33% | +82+2.1% | 加碼 |
| Donaldson Capital Management, LLC | 3,919 | $28.1 萬 | 0.01% | +3,919 | 新進 |
| Paradigm Capital Management, LLC | 3,914 | $28.1 萬 | 0.29% | 00.0% | 不變 |
| Fedenia Advisers LLC | 3,897 | $28.0 萬 | 0.18% | +3,897 | 新進 |
| Colonial Trust Advisors | 3,880 | $27.9 萬 | 0.02% | +75+2.0% | 加碼 |
| CRA Financial Services, LLC | 3,879 | $27.8 萬 | 0.05% | +962+33.0% | 加碼 |
| Trustmark National Bank Trust Department | 3,878 | $27.8 萬 | 0.02% | +170+4.6% | 加碼 |
| Vicus Capital | 3,873 | $27.8 萬 | 0.03% | −884−18.6% | 減碼 |
| X-Square Capital, LLC | 3,866 | $27.8 萬 | 0.12% | +9+0.2% | 加碼 |
| Sax Wealth Advisors, LLC | 3,869 | $27.8 萬 | 0.02% | +3,869 | 新進 |
| Cooper Capital Advisors LLC | 3,867 | $27.8 萬 | 0.30% | −145−3.6% | 減碼 |
| Guardian Wealth Management, Inc. | 3,858 | $27.7 萬 | 0.18% | +6+0.2% | 加碼 |
| Octavia Wealth Advisors, LLC | 3,844 | $27.6 萬 | 0.03% | −189−4.7% | 減碼 |
| Financial Security Advisor, Inc. | 3,839 | $27.6 萬 | 0.07% | +96+2.6% | 加碼 |
| Petix & Botte Co | 3,828 | $27.5 萬 | 0.07% | 00.0% | 不變 |
| Cottonwood Capital Advisors, LLC | 3,824 | $27.5 萬 | 0.20% | +2+0.1% | 加碼 |
| United Wealth Management, LLC | 3,818 | $27.4 萬 | 0.09% | −980−20.4% | 減碼 |
| Financial Network Wealth Advisors LLC | 3,815 | $27.4 萬 | 0.36% | +477+14.3% | 加碼 |
| denkapparat Operations GmbH | 3,810 | $27.4 萬 | 0.29% | −9,488−71.3% | 減碼 |
| Centennial Wealth Advisory LLC | 3,805 | $27.3 萬 | 0.10% | +280+7.9% | 加碼 |
| Alan B. Lancz & Associates, Inc. | 3,800 | $27.3 萬 | 0.29% | −1,000−20.8% | 減碼 |
| HRC Wealth Management, LLC | 3,800 | $27.3 萬 | 0.17% | +11+0.3% | 加碼 |
| Brio Consultants, LLC | 3,796 | $27.3 萬 | 0.04% | +27+0.7% | 加碼 |
| New Covenant Trust Company, N.A. | 3,845 | $27.2 萬 | 0.29% | −317−7.6% | 減碼 |
| Capital Advisors Inc | 3,784 | $27.2 萬 | 0.01% | +614+19.4% | 加碼 |
| Walkner Condon Financial Advisors LLC | 3,778 | $27.1 萬 | 0.05% | +271+7.7% | 加碼 |
| Victory Financial Group, LLC | 3,808 | $27.1 萬 | 0.05% | +831+27.9% | 加碼 |
| Penserra Capital Management LLC | 3,783 | $27.1 萬 | 0.00% | −8,886−70.1% | 減碼 |
| Grove Street Fiduciary, LLC | 3,766 | $27.0 萬 | 0.14% | 00.0% | 不變 |
| Seeds Investor LLC | 3,765 | $27.0 萬 | 0.08% | −659−14.9% | 減碼 |
| Acorn Wealth Advisors, LLC | 3,757 | $27.0 萬 | 0.11% | −210−5.3% | 減碼 |
| Affinity Capital Advisors, LLC | 4,307 | $26.9 萬 | 0.05% | +147+3.5% | 加碼 |
| Outlook Wealth Advisors, LLC | 3,740 | $26.9 萬 | 0.07% | +50+1.4% | 加碼 |
| Ashton Thomas Securities, LLC | 3,730 | $26.8 萬 | 0.07% | +52+1.4% | 加碼 |
| Capital Management Associates, Inc | 3,704 | $26.6 萬 | 0.06% | +136+3.8% | 加碼 |
| 10Elms LLP | 3,701 | $26.6 萬 | 0.27% | +1,100+42.3% | 加碼 |
| Ayrshire Capital Management LLC | 3,700 | $26.6 萬 | 0.13% | −2,800−43.1% | 減碼 |
| Sunpointe, LLC | 3,688 | $26.5 萬 | 0.14% | −1,070−22.5% | 減碼 |
| Wedgewood Investors Inc | 3,684 | $26.4 萬 | 0.31% | 00.0% | 不變 |
| Meadow Creek Wealth Advisors LLC | 3,683 | $26.4 萬 | 0.20% | −9−0.2% | 減碼 |
| Wealth Management Partners, LLC | 3,677 | $26.4 萬 | 0.12% | −3,037−45.2% | 減碼 |
| Wealthquest Corp | 3,676 | $26.4 萬 | 0.02% | −60−1.6% | 減碼 |
| Carbahal Olsen Financial Services Group, LLC | 3,660 | $26.3 萬 | 0.25% | −660−15.3% | 減碼 |
| Endowment Wealth Management, Inc. | 3,660 | $26.3 萬 | 0.17% | +40+1.1% | 加碼 |
| Morris Retirement Advisors, LLC | 3,651 | $26.2 萬 | 0.14% | +530+17.0% | 加碼 |
| Juncture Wealth Strategies, LLC | 3,650 | $26.2 萬 | 0.10% | 00.0% | 不變 |
| Seed Wealth Management, Inc. | 3,643 | $26.2 萬 | 0.21% | 00.0% | 不變 |
| AXS Investments LLC | 3,637 | $26.1 萬 | 0.07% | −159−4.2% | 減碼 |
| Beacon Financial Advisory LLC | 3,637 | $26.1 萬 | 0.08% | +50+1.4% | 加碼 |
| Boston Family Office LLC | 3,623 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 3,620 | $26.0 萬 | 0.04% | −889−19.7% | 減碼 |
| Eagle Wealth Strategies LLC | 3,619 | $26.0 萬 | 0.16% | +7+0.2% | 加碼 |
| Madrona Financial Services, LLC | 3,618 | $26.0 萬 | 0.07% | −50−1.4% | 減碼 |
| Monterey Private Wealth, Inc. | 3,601 | $25.8 萬 | 0.08% | −1,175−24.6% | 減碼 |
| SWP Financial LLC | 3,597 | $25.8 萬 | 0.16% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 3,591 | $25.8 萬 | 0.04% | +36+1.0% | 加碼 |
| Greenwood Gearhart Inc | 3,590 | $25.8 萬 | 0.02% | −271−7.0% | 減碼 |
| Cherry Tree Wealth Management, LLC | 3,579 | $25.7 萬 | 0.06% | +120+3.5% | 加碼 |
| Magnolia Capital Advisors LLC | 3,568 | $25.6 萬 | 0.07% | −196−5.2% | 減碼 |
| Catalina Capital Group, LLC | 3,554 | $25.5 萬 | 0.17% | −7,115−66.7% | 減碼 |
| Wealth Group, Ltd. | 3,554 | $25.5 萬 | 0.17% | −393−10.0% | 減碼 |
| W Advisors, LLC | 3,531 | $25.3 萬 | 0.16% | +3,531 | 新進 |
| Motive Wealth Advisors | 3,526 | $25.3 萬 | 0.14% | +93+2.7% | 加碼 |
| Lifelong Wealth Advisors, Inc. | 3,526 | $25.3 萬 | 0.12% | +3,526 | 新進 |
| LifePlan Financial, LLC | 3,520 | $25.3 萬 | 0.22% | −1,096−23.7% | 減碼 |
| Tobam | 3,506 | $25.2 萬 | 0.11% | −6,703−65.7% | 減碼 |
| Oregon Pacific Wealth Management, LLC | 3,504 | $25.2 萬 | 0.25% | +214+6.5% | 加碼 |
| Custom Index Systems, LLC | 3,500 | $25.1 萬 | 0.13% | 00.0% | 不變 |
| Ariadne Wealth Management, LP | 3,444 | $25.1 萬 | 0.13% | −1,361−28.3% | 減碼 |
| First Interstate Bank | 3,486 | $25.0 萬 | 0.01% | −227−6.1% | 減碼 |
| Atlas Legacy Advisors, LLC | 3,486 | $25.0 萬 | 0.06% | 00.0% | 不變 |
| McMill Wealth Management | 3,479 | $25.0 萬 | 0.09% | +30+0.9% | 加碼 |
| Trust Co of Virginia | 3,476 | $25.0 萬 | 0.02% | 00.0% | 不變 |
| Northstar Group, Inc. | 3,474 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| Sprinkle Financial Consultants LLC | 3,473 | $24.9 萬 | 0.16% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 3,468 | $24.9 萬 | 0.03% | −65−1.8% | 減碼 |
| Liberty Square Wealth Partners LLC | 3,465 | $24.9 萬 | 0.09% | 00.0% | 不變 |
| Powers Advisory Group, LLC | 3,452 | $24.8 萬 | 0.12% | +11+0.3% | 加碼 |
| Lionshead Wealth Management, LLC | 3,452 | $24.8 萬 | 0.26% | −10−0.3% | 減碼 |
| Amarillo National Bank | 3,450 | $24.8 萬 | 0.05% | 00.0% | 不變 |
| Up Strategic Wealth Investment Advisors LLC | 3,441 | $24.7 萬 | 0.22% | +3,441 | 新進 |