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
- 2,559
- 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Trajan Wealth LLC | 76,965 | $552.5 萬 | 0.30% | +9,275+13.7% | 加碼 |
| HighPoint Advisor Group LLC | 77,031 | $547.7 萬 | 0.32% | +14,405+23.0% | 加碼 |
| Barr E S & Co | 76,262 | $547.5 萬 | 0.33% | −1,432−1.8% | 減碼 |
| Greenleaf Trust | 75,982 | $545.5 萬 | 0.05% | +1,829+2.5% | 加碼 |
| Vontobel Holding Ltd. | 75,921 | $545.0 萬 | 0.02% | +29,870+64.9% | 加碼 |
| Bleakley Financial Group, LLC | 75,660 | $543.2 萬 | 0.17% | +2,767+3.8% | 加碼 |
| Callan Family Office, LLC | 74,992 | $538.4 萬 | 0.40% | −23,347−23.7% | 減碼 |
| HighMark Wealth Management LLC | 74,811 | $537.1 萬 | 3.17% | +120.0% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 74,304 | $533.4 萬 | 0.09% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 74,041 | $531.5 萬 | 0.15% | −788−1.1% | 減碼 |
| Synovus Financial Corp | 73,956 | $530.9 萬 | 0.07% | −1,331−1.8% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 73,910 | $530.6 萬 | 0.60% | −2,505−3.3% | 減碼 |
| Weik Capital Management | 73,808 | $529.9 萬 | 2.16% | −310−0.4% | 減碼 |
| Morgan Dempsey Capital Management LLC | 73,643 | $528.7 萬 | 2.21% | +73,643 | 新進 |
| Banque Cantonale Vaudoise | 73,483 | $527.6 萬 | 0.23% | +73,483 | 新進 |
| Hamilton Capital Partners Inc. | 73,199 | $525.5 萬 | 0.34% | +5,825+8.6% | 加碼 |
| Bard Financial Services, Inc. | 72,515 | $520.6 萬 | 0.64% | −3,315−4.4% | 減碼 |
| L2 Asset Management, LLC | 72,400 | $519.8 萬 | 1.07% | +17,198+31.2% | 加碼 |
| Plato Investment Management Ltd | 71,572 | $519.4 萬 | 0.44% | −11,354−13.7% | 減碼 |
| Bahl & Gaynor Inc | 72,293 | $519.0 萬 | 0.03% | −745−1.0% | 減碼 |
| R.H. Investment Group, LLC | 71,521 | $513.4 萬 | 4.94% | −457−0.6% | 減碼 |
| Culbertson A N & Co Inc | 71,276 | $511.7 萬 | 0.82% | −130−0.2% | 減碼 |
| AIA Group Ltd | 70,639 | $507.1 萬 | 0.12% | +7,396+11.7% | 加碼 |
| Ritholtz Wealth Management | 70,298 | $504.7 萬 | 0.15% | +4,209+6.4% | 加碼 |
| Algert Global LLC | 69,722 | $500.5 萬 | 0.12% | +12,793+22.5% | 加碼 |
| Eisler Capital Management Ltd. | 69,574 | $499.4 萬 | 0.15% | +69,574 | 新進 |
| King Luther Capital Management Corp | 69,508 | $499.0 萬 | 0.02% | −16,574−19.3% | 減碼 |
| Flputnam Investment Management Co | 69,332 | $497.7 萬 | 0.09% | +62,406+901.0% | 加碼 |
| Brookmont Capital Management | 69,268 | $497.3 萬 | 2.81% | −8,462−10.9% | 減碼 |
| Richard Bernstein Advisors LLC | 69,241 | $497.1 萬 | 0.12% | −3,014−4.2% | 減碼 |
| Bryn Mawr Trust Co | 69,060 | $495.8 萬 | 0.09% | −1,370−1.9% | 減碼 |
| Banco Santander, S.A. | 69,025 | $495.5 萬 | 0.05% | −12,124−14.9% | 減碼 |
| Strategic Global Advisors, LLC | 68,607 | $492.5 萬 | 0.97% | +68,607 | 新進 |
| Sustainable Insight Capital Management, LLC | 68,304 | $490.4 萬 | 2.44% | −5,896−7.9% | 減碼 |
| Resources Investment Advisors, LLC. | 67,546 | $484.9 萬 | 0.06% | −8,593−11.3% | 減碼 |
| Headlands Technologies LLC | 67,118 | $481.8 萬 | 0.55% | +7,938+13.4% | 加碼 |
| Oppenheimer & Co Inc | 66,766 | $479.3 萬 | 0.07% | +22,759+51.7% | 加碼 |
| Brighton Jones LLC | 66,624 | $478.3 萬 | 0.15% | +391+0.6% | 加碼 |
| Daymark Wealth Partners, LLC | 66,515 | $477.5 萬 | 0.21% | +991+1.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 66,337 | $476.2 萬 | 0.08% | −6,028−8.3% | 減碼 |
| Clayton Partners LLC | 66,150 | $474.9 萬 | 4.13% | −17,749−21.2% | 減碼 |
| Pinnacle Financial Partners Inc | 66,634 | $474.2 萬 | 0.10% | +5,509+9.0% | 加碼 |
| Bradley Foster & Sargent Inc | 65,851 | $472.7 萬 | 0.08% | −969−1.5% | 減碼 |
| MUFG Securities Americas Inc. | 64,937 | $466.2 萬 | 0.54% | +9,778+17.7% | 加碼 |
| Meeder Advisory Services, Inc. | 64,903 | $465.9 萬 | 0.28% | +3,387+5.5% | 加碼 |
| Robinson Value Management, Ltd. | 64,874 | $465.7 萬 | 3.01% | −450−0.7% | 減碼 |
| Quadrant Capital Group LLC | 64,627 | $464.0 萬 | 0.17% | +25,160+63.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 64,529 | $463.3 萬 | 0.19% | −48,997−43.2% | 減碼 |
| Paradigm Asset Management Co LLC | 64,352 | $462.0 萬 | 1.23% | 00.0% | 不變 |
| Bessemer Group Inc | 64,247 | $461.2 萬 | 0.01% | −105,244−62.1% | 減碼 |
| Crestwood Advisors Group LLC | 64,030 | $459.7 萬 | 0.09% | +23,753+59.0% | 加碼 |
| SG Americas Securities, LLC | 63,977 | $459.3 萬 | 0.02% | +57,963+963.8% | 加碼 |
| Boothbay Fund Management, LLC | 63,817 | $458.1 萬 | 0.16% | +63,817 | 新進 |
| First National Advisers, LLC | 63,500 | $455.8 萬 | 0.73% | −8,988−12.4% | 減碼 |
| Peapack Gladstone Financial Corp | 63,062 | $452.8 萬 | 0.07% | +2,593+4.3% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 62,901 | $451.6 萬 | 0.05% | −130,655−67.5% | 減碼 |
| Equitable Holdings, Inc. | 62,752 | $450.5 萬 | 0.04% | +9,144+17.1% | 加碼 |
| Signaturefd, LLC | 62,154 | $446.2 萬 | 0.08% | +8,497+15.8% | 加碼 |
| Optimas Capital Ltd | 61,900 | $444.4 萬 | 7.55% | +14,500+30.6% | 加碼 |
| Balance Wealth, LLC | 61,824 | $443.8 萬 | 2.88% | +61,824 | 新進 |
| Oldfather Financial Services, LLC | 61,724 | $443.1 萬 | 1.68% | +2,119+3.6% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 61,721 | $443.1 萬 | 0.60% | +61,721 | 新進 |
| Cullen/Frost Bankers, Inc. | 61,555 | $441.9 萬 | 0.06% | −148−0.2% | 減碼 |
| Van Eck Associates Corp | 60,714 | $435.8 萬 | 0.01% | −1,114−1.8% | 減碼 |
| Waterloo Capital, L.P. | 60,437 | $433.9 萬 | 0.40% | +4,409+7.9% | 加碼 |
| BWM Planning, LLC | 60,015 | $430.8 萬 | 1.82% | 00.0% | 不變 |
| Chou Associates Management Inc.大師Chou Associates | 59,542 | $427.5 萬 | 2.31% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 59,274 | $425.5 萬 | 0.05% | +18,727+46.2% | 加碼 |
| Verition Fund Management LLC | 59,263 | $425.4 萬 | 0.02% | −310,882−84.0% | 減碼 |
| RNC Capital Management LLC | 58,953 | $423.2 萬 | 0.22% | +14,477+32.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 58,689 | $421.3 萬 | 0.57% | +2,817+5.0% | 加碼 |
| Pitcairn Co | 58,592 | $420.6 萬 | 0.25% | −2,287−3.8% | 減碼 |
| Ethic Inc. | 58,629 | $418.1 萬 | 0.08% | +4,581+8.5% | 加碼 |
| CWA Asset Management Group, LLC | 58,047 | $416.7 萬 | 0.20% | +9,537+19.7% | 加碼 |
| Lee Danner & Bass Inc | 57,896 | $415.6 萬 | 0.34% | −500−0.9% | 減碼 |
| Bank of Stockton | 57,183 | $410.5 萬 | 1.31% | −2,293−3.9% | 減碼 |
| Thoroughbred Financial Services, LLC | 57,130 | $410.1 萬 | 0.26% | +1,753+3.2% | 加碼 |
| Signet Financial Management, LLC | 57,123 | $410.1 萬 | 0.55% | +207+0.4% | 加碼 |
| Parcion Private Wealth LLC | 56,916 | $408.6 萬 | 0.33% | +82+0.1% | 加碼 |
| Dark Forest Capital Management LP | 56,911 | $408.6 萬 | 0.19% | +53,362+1,503.6% | 加碼 |
| Fayez Sarofim & Co | 56,853 | $408.1 萬 | 0.01% | 00.0% | 不變 |
| DMKC Advisory Services, LLC | 56,664 | $406.8 萬 | 3.66% | −150.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 56,640 | $406.6 萬 | 0.27% | +270.0% | 加碼 |
| Sterling Capital Management LLC | 56,609 | $406.4 萬 | 0.06% | −11,547−16.9% | 減碼 |
| Forum Financial Management, LP | 56,088 | $402.7 萬 | 0.07% | +192+0.3% | 加碼 |
| New Age Alpha Advisors, LLC | 55,883 | $401.2 萬 | 0.18% | −10,022−15.2% | 減碼 |
| Advisors Asset Management, Inc. | 55,584 | $399.0 萬 | 0.07% | +404+0.7% | 加碼 |
| Checchi Capital Advisers, LLC | 55,495 | $398.4 萬 | 0.28% | +1,182+2.2% | 加碼 |
| Haverford Trust Co | 55,152 | $395.9 萬 | 0.04% | +833+1.5% | 加碼 |
| Mitchell Sinkler & Starr | 55,125 | $395.7 萬 | 1.11% | 00.0% | 不變 |
| Two Sigma Investments, LP | 55,001 | $394.9 萬 | 0.01% | −458−0.8% | 減碼 |
| Wynn Capital, LLC | 54,736 | $392.9 萬 | 2.33% | +12,245+28.8% | 加碼 |
| Guardian Partners Inc. | 57,347 | $389.6 萬 | 0.40% | −1,926−3.2% | 減碼 |
| Prudential PLC | 54,086 | $388.3 萬 | 0.02% | −49,313−47.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 53,680 | $385.4 萬 | 0.20% | +4,379+8.9% | 加碼 |
| IMC-Chicago, LLC | 53,570 | $384.6 萬 | 0.15% | −57,934−52.0% | 減碼 |
| Focus Financial Network, Inc. | 53,434 | $383.6 萬 | 0.16% | +309+0.6% | 加碼 |
| Sigma Planning Corp | 53,212 | $382.0 萬 | 0.12% | +3,781+7.6% | 加碼 |
| Convergence Investment Partners, LLC | 52,678 | $378.2 萬 | 1.05% | −6,691−11.3% | 減碼 |
| Associated Banc-Corp | 52,656 | $378.0 萬 | 0.12% | +826+1.6% | 加碼 |