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 2,883 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
- 2,560
- 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 982 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 113,387 | $814.0 萬 | 0.10% | +1,732+1.6% | 加碼 |
| Hancock Whitney Corp | 112,981 | $811.1 萬 | 0.26% | +18,322+19.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 112,892 | $810.5 萬 | 0.12% | +36,416+47.6% | 加碼 |
| Rathbone Brothers plc | 112,556 | $808.0 萬 | 0.04% | +2,494+2.3% | 加碼 |
| Sicart Associates LLC | 112,050 | $804.4 萬 | 2.78% | −1,975−1.7% | 減碼 |
| Advisory Services Network, LLC | 111,733 | $802.1 萬 | 0.15% | +5,100+4.8% | 加碼 |
| Sowell Financial Services LLC | 111,189 | $798.2 萬 | 0.36% | −756−0.7% | 減碼 |
| Legacy Private Trust Co. | 111,067 | $797.3 萬 | 0.55% | −2,908−2.6% | 減碼 |
| Principal Securities, Inc. | 113,442 | $796.8 萬 | 0.18% | 00.0% | 不變 |
| DRW Securities, LLC | 110,750 | $794.8 萬 | 0.67% | +10,554+10.5% | 加碼 |
| DCM Advisors, LLC | 111,284 | $792.9 萬 | 4.23% | −5,677−4.9% | 減碼 |
| Whittier Trust Co | 110,281 | $791.7 萬 | 0.11% | −3,721−3.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 109,576 | $786.6 萬 | 0.18% | −201,045−64.7% | 減碼 |
| Baxter Bros Inc | 109,472 | $785.9 萬 | 1.04% | −244−0.2% | 減碼 |
| Interval Partners, LP | 109,255 | $784.3 萬 | 0.28% | −120,480−52.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 108,875 | $781.6 萬 | 0.23% | −162,517−59.9% | 減碼 |
| Jefferies Financial Group Inc. | 108,540 | $779.2 萬 | 0.13% | +27,360+33.7% | 加碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 108,045 | $775.7 萬 | 0.32% | +99,245+1,127.8% | 加碼 |
| Clearbridge Investments, LLC | 106,970 | $767.9 萬 | 0.01% | +2,133+2.0% | 加碼 |
| California First Leasing Corp | 106,400 | $763.8 萬 | 3.37% | 00.0% | 不變 |
| InvesTrust | 106,029 | $761.2 萬 | 2.08% | −10,764−9.2% | 減碼 |
| Merit Financial Group, LLC | 105,475 | $757.2 萬 | 0.11% | +9,552+10.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 104,604 | $751.0 萬 | 0.12% | −1,111−1.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 104,527 | $739.0 萬 | 0.08% | −6,465−5.8% | 減碼 |
| Intact Investment Management Inc. | 102,800 | $738.0 萬 | 0.25% | −84,200−45.0% | 減碼 |
| RiverFront Investment Group, LLC | 102,340 | $734.7 萬 | 0.16% | −7,156−6.5% | 減碼 |
| Toroso Investments, LLC | 101,795 | $730.8 萬 | 0.06% | −12,657−11.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 101,537 | $728.9 萬 | 0.26% | +2,868+2.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 100,969 | $724.9 萬 | 0.03% | −494−0.5% | 減碼 |
| Goelzer Investment Management, Inc. | 100,847 | $724.0 萬 | 0.42% | +56,737+128.6% | 加碼 |
| FJ Capital Management LLC | 100,097 | $718.6 萬 | 0.74% | +100,097 | 新進 |
| Alerus Financial NA | 99,522 | $714.5 萬 | 0.57% | +1,057+1.1% | 加碼 |
| Gotham Asset Management, LLC | 99,225 | $712.3 萬 | 0.06% | +23,915+31.8% | 加碼 |
| Hutchinson Capital Management | 98,511 | $707.2 萬 | 1.35% | 00.0% | 不變 |
| Monte Financial Group, LLC | 108,785 | $703.9 萬 | 3.08% | −14,629−11.9% | 減碼 |
| CAPROCK Group, Inc. | 96,668 | $694.0 萬 | 0.21% | +2,446+2.6% | 加碼 |
| Western Financial Corp | 96,212 | $690.7 萬 | 4.01% | +145+0.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 95,743 | $687.3 萬 | 0.49% | −74,009−43.6% | 減碼 |
| Beacon Financial Group | 95,440 | $685.2 萬 | 0.75% | −6,011−5.9% | 減碼 |
| Siemens Fonds Invest GmbH | 95,303 | $684.2 萬 | 0.47% | +246+0.3% | 加碼 |
| Marathon Trading Investment Management LLC | 94,318 | $677.1 萬 | 3.59% | −310,400−76.7% | 減碼 |
| Umb Bank N A | 94,040 | $675.1 萬 | 0.11% | +327+0.3% | 加碼 |
| Oddo BHF Asset Management SAS | 93,796 | $673.4 萬 | 0.28% | +2,430+2.7% | 加碼 |
| Commerzbank Aktiengesellschaft | 93,726 | $672.9 萬 | 0.16% | +30,759+48.8% | 加碼 |
| Winslow Asset Management Inc | 93,151 | $668.7 萬 | 1.48% | −1,178−1.2% | 減碼 |
| Assenagon Asset Management S.A. | 92,620 | $664.9 萬 | 0.01% | −3,226−3.4% | 減碼 |
| Vestcor Inc | 92,356 | $663.0 萬 | 0.22% | +29,200+46.2% | 加碼 |
| Hennessy Advisors Inc | 92,000 | $660.5 萬 | 0.22% | −32,700−26.2% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 91,776 | $658.9 萬 | 2.57% | −1,046−1.1% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $652.6 萬 | 0.24% | 00.0% | 不變 |
| Gibraltar Capital Management, Inc. | 90,222 | $647.7 萬 | 1.40% | −31,124−25.6% | 減碼 |
| Kempen Capital Management N.V. | 90,156 | $647.2 萬 | 0.07% | +2,348+2.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 88,955 | $638.6 萬 | 0.08% | −7,851−8.1% | 減碼 |
| Argent Trust Co | 88,801 | $637.5 萬 | 0.26% | +2,434+2.8% | 加碼 |
| Hantz Financial Services, Inc. | 88,428 | $634.8 萬 | 0.11% | −3,115−3.4% | 減碼 |
| Savant Capital, LLC | 88,403 | $634.6 萬 | 0.05% | −7,364−7.7% | 減碼 |
| Gifford Fong Associates | 88,052 | $632.1 萬 | 1.57% | 00.0% | 不變 |
| Unison Asset Management LLC | 97,615 | $631.6 萬 | 3.72% | −8,310−7.8% | 減碼 |
| Pensionmark Financial Group, LLC | 87,640 | $629.2 萬 | 0.16% | +6,712+8.3% | 加碼 |
| Farther Finance Advisors, LLC | 87,794 | $626.1 萬 | 0.16% | +8,252+10.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 86,924 | $624.0 萬 | 0.42% | −13,675−13.6% | 減碼 |
| Wolverine Asset Management LLC | 86,606 | $621.7 萬 | 0.12% | +46,541+116.2% | 加碼 |
| Wesleyan Assurance Society | 86,500 | $621.0 萬 | 0.46% | 00.0% | 不變 |
| Mission Wealth Management, LP | 86,381 | $620.1 萬 | 0.16% | +702+0.8% | 加碼 |
| Hodges Capital Management Inc. | 86,098 | $618.1 萬 | 0.62% | −13,514−13.6% | 減碼 |
| Olstein Capital Management, L.P. | 85,716 | $615.4 萬 | 1.13% | −3,284−3.7% | 減碼 |
| Mill Capital Management, LLC | 85,155 | $611.3 萬 | 0.49% | −300−0.4% | 減碼 |
| Semmax Financial Advisors Inc. | 84,142 | $609.6 萬 | 1.65% | +2,583+3.2% | 加碼 |
| PEAK6 LLC | 84,845 | $609.1 萬 | 0.24% | +7,801+10.1% | 加碼 |
| Clearstead Advisors, LLC | 84,647 | $607.7 萬 | 0.09% | −7,055−7.7% | 減碼 |
| Morningstar Investment Services LLC | 84,523 | $606.8 萬 | 1.11% | −92,733−52.3% | 減碼 |
| Shelton Capital Management | 83,976 | $602.9 萬 | 0.14% | −44,895−34.8% | 減碼 |
| Stephens Inc | 83,612 | $600.3 萬 | 0.09% | −3,700−4.2% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 84,016 | $599.9 萬 | 1.50% | +67,935+422.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 83,383 | $598.6 萬 | 0.19% | +42,648+104.7% | 加碼 |
| Empower Advisory Group, LLC | 83,294 | $598.0 萬 | 0.02% | −11,787−12.4% | 減碼 |
| NorthRock Partners, LLC | 83,157 | $597.0 萬 | 0.20% | +9,224+12.5% | 加碼 |
| Continental Advisors LLC | 83,106 | $596.6 萬 | 4.43% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 82,050 | $589.0 萬 | 0.14% | +37,004+82.1% | 加碼 |
| Drucker Wealth 3.0, LLC | 82,002 | $588.7 萬 | 1.30% | −5,601−6.4% | 減碼 |
| Independent Advisor Alliance | 81,932 | $588.2 萬 | 0.19% | +4,960+6.4% | 加碼 |
| Wedbush Securities Inc | 81,177 | $582.8 萬 | 0.21% | +29,116+55.9% | 加碼 |
| Woodward Diversified Capital, LLC | 81,054 | $581.9 萬 | 4.12% | +398+0.5% | 加碼 |
| Kessler Investment Group, LLC | 80,546 | $578.2 萬 | 2.82% | +79,218+5,965.2% | 加碼 |
| Apollon Wealth Management, LLC | 80,437 | $577.5 萬 | 0.13% | +2,069+2.6% | 加碼 |
| Oliver Luxxe Assets LLC | 80,418 | $577.3 萬 | 1.07% | +74,516+1,262.6% | 加碼 |
| Vident Advisory, LLC | 80,083 | $574.9 萬 | 0.08% | −34,623−30.2% | 減碼 |
| NBW Capital LLC | 80,067 | $574.8 萬 | 1.27% | −25,609−24.2% | 減碼 |
| First National Bank of Omaha | 80,016 | $574.4 萬 | 0.39% | −12,586−13.6% | 減碼 |
| Kingsview Wealth Management, LLC | 79,315 | $569.4 萬 | 0.11% | +2,270+2.9% | 加碼 |
| Horizon Investments, LLC | 79,739 | $569.3 萬 | 0.17% | +419+0.5% | 加碼 |
| Twin Capital Management Inc | 79,244 | $568.9 萬 | 0.66% | −1,480−1.8% | 減碼 |
| Jupiter Asset Management Ltd | 79,053 | $567.5 萬 | 0.05% | −72,420−47.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 78,758 | $565.4 萬 | 0.02% | −50,546−39.1% | 減碼 |
| Twin Tree Management, LP | 78,610 | $564.3 萬 | 0.12% | +78,610 | 新進 |
| Ameritas Investment Partners, Inc. | 77,312 | $555.0 萬 | 0.19% | −10,240−11.7% | 減碼 |
| United Services Automobile Association | 78,455 | $554.6 萬 | 0.17% | 00.0% | 不變 |
| Walleye Trading LLC | 77,186 | $554.1 萬 | 0.16% | +58,582+314.9% | 加碼 |
| LGT Fund Management Co Ltd. | 77,052 | $553.2 萬 | 0.50% | +35,057+83.5% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $552.8 萬 | 0.71% | 00.0% | 不變 |