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 |
|---|---|---|---|---|---|
| Quad-Cities Investment Group, LLC | 52,375 | $376.0 萬 | 1.85% | −201−0.4% | 減碼 |
| Huntington National Bank | 52,150 | $374.4 萬 | 0.03% | −2,811−5.1% | 減碼 |
| La Banque Postale Asset Management SA | 52,145 | $374.3 萬 | 0.06% | −1,071−2.0% | 減碼 |
| Fieldview Capital Management, LLC | 52,127 | $374.2 萬 | 0.53% | +30,030+135.9% | 加碼 |
| Coldstream Capital Management Inc | 52,105 | $374.1 萬 | 0.08% | +2,033+4.1% | 加碼 |
| Perkins Coie Trust Co | 51,977 | $373.1 萬 | 0.85% | +1,914+3.8% | 加碼 |
| Jackson Hole Capital Partners, LLC | 51,878 | $372.4 萬 | 0.74% | +587+1.1% | 加碼 |
| Norden Group LLC | 51,397 | $369.0 萬 | 0.42% | −3,179−5.8% | 減碼 |
| 3Chopt Investment Partners, LLC | 51,290 | $368.2 萬 | 0.96% | +3,568+7.5% | 加碼 |
| Cynosure Management, LLC | 51,198 | $367.6 萬 | 0.51% | −51,198−50.0% | 減碼 |
| Portside Wealth Group, LLC | 51,190 | $367.5 萬 | 0.60% | −5,398−9.5% | 減碼 |
| Simplicity Wealth,LLC | 51,093 | $366.8 萬 | 0.29% | +31,716+163.7% | 加碼 |
| FineMark National Bank & Trust | 50,946 | $365.7 萬 | 0.13% | −92−0.2% | 減碼 |
| Buckingham Strategic Partners | 50,862 | $365.1 萬 | 0.06% | +1,812+3.7% | 加碼 |
| Axxcess Wealth Management, LLC | 50,725 | $364.2 萬 | 0.10% | −23,852−32.0% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 50,725 | $364.2 萬 | 0.97% | +50,725 | 新進 |
| Regions Financial Corp | 50,724 | $364.1 萬 | 0.03% | −9,154−15.3% | 減碼 |
| Pavion Blue Capital, LLC | 50,676 | $363.8 萬 | 1.73% | −96−0.2% | 減碼 |
| 44 Wealth Management LLC | 50,673 | $363.8 萬 | 1.37% | +161+0.3% | 加碼 |
| Stonebridge Capital Advisors LLC | 50,668 | $363.7 萬 | 0.30% | −784−1.5% | 減碼 |
| Cornercap Investment Counsel Inc | 50,657 | $363.7 萬 | 1.91% | −536−1.0% | 減碼 |
| Long Run Wealth Advisors, LLC | 50,550 | $362.9 萬 | 0.82% | +50,550 | 新進 |
| SOL Capital Management CO | 50,513 | $362.6 萬 | 0.40% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 50,400 | $361.8 萬 | 1.26% | +400+0.8% | 加碼 |
| Montag A & Associates Inc | 50,375 | $361.6 萬 | 0.18% | −2,308−4.4% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,295 | $361.1 萬 | 0.14% | −5,920−10.5% | 減碼 |
| Geneos Wealth Management Inc. | 50,245 | $360.7 萬 | 0.12% | +2,710+5.7% | 加碼 |
| Verdence Capital Advisors LLC | 50,046 | $359.3 萬 | 0.27% | −2,761−5.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 49,915 | $358.3 萬 | 0.05% | −1,110−2.2% | 減碼 |
| Wolverine Trading, LLC | 50,561 | $357.4 萬 | 0.11% | −29,200−36.6% | 減碼 |
| OneAscent Financial Services LLC | 49,874 | $356.8 萬 | 0.23% | +23,485+89.0% | 加碼 |
| Valeo Financial Advisors, LLC | 49,615 | $356.2 萬 | 0.10% | +553+1.1% | 加碼 |
| Qtron Investments LLC | 49,460 | $355.1 萬 | 0.53% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 49,393 | $354.6 萬 | 0.13% | −2,412−4.7% | 減碼 |
| Asio Capital, LLC | 49,389 | $354.6 萬 | 0.69% | +629+1.3% | 加碼 |
| Cohen Investment Advisors LLC | 49,134 | $352.7 萬 | 2.05% | +4,770+10.8% | 加碼 |
| IMS Capital Management | 48,776 | $350.2 萬 | 1.77% | −357−0.7% | 減碼 |
| Moors & Cabot, Inc. | 48,763 | $350.1 萬 | 0.18% | +489+1.0% | 加碼 |
| Fiduciary Trust Co | 48,729 | $349.8 萬 | 0.05% | +1,118+2.3% | 加碼 |
| Transcend Wealth Collective, LLC | 48,504 | $348.2 萬 | 0.25% | −1,055−2.1% | 減碼 |
| Quinn Opportunity Partners LLC | 48,471 | $348.0 萬 | 0.24% | −9,000−15.7% | 減碼 |
| Shayne & Co., LLC | 48,177 | $345.9 萬 | 0.85% | +7,200+17.6% | 加碼 |
| Trust Point Inc. | 48,040 | $344.9 萬 | 0.31% | −4,687−8.9% | 減碼 |
| Somerset Group LLC | 47,500 | $341.0 萬 | 3.10% | −129−0.3% | 減碼 |
| GAMMA Investing LLC | 47,264 | $339.3 萬 | 0.25% | +4,786+11.3% | 加碼 |
| Joel Isaacson & Co., LLC | 46,844 | $336.3 萬 | 0.15% | +1,367+3.0% | 加碼 |
| Profund Advisors LLC | 46,650 | $334.9 萬 | 0.15% | −4,991−9.7% | 減碼 |
| Twin City Private Wealth, LLC | 46,640 | $334.8 萬 | 2.95% | −422−0.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 46,623 | $334.7 萬 | 0.27% | −6,526−12.3% | 減碼 |
| Welch & Forbes LLC | 46,194 | $331.6 萬 | 0.04% | −169−0.4% | 減碼 |
| Stonegate Investment Group, LLC | 46,096 | $330.9 萬 | 0.09% | +60+0.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 46,029 | $330.4 萬 | 0.15% | +5,342+13.1% | 加碼 |
| Moody National Bank Trust Division | 45,995 | $330.2 萬 | 0.34% | +55+0.1% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $330.0 萬 | 1.23% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 45,584 | $327.2 萬 | 0.03% | +4,918+12.1% | 加碼 |
| Kuhn & Co Investment Counsel | 45,003 | $323.1 萬 | 2.72% | +61+0.1% | 加碼 |
| Capital Investment Advisors, LLC | 44,955 | $322.7 萬 | 0.06% | −2,103−4.5% | 減碼 |
| S&CO Inc | 44,803 | $321.6 萬 | 0.22% | −8,855−16.5% | 減碼 |
| Connable Office Inc | 44,729 | $321.1 萬 | 0.34% | −18,178−28.9% | 減碼 |
| Angeles Wealth Management, LLC | 44,639 | $320.5 萬 | 0.27% | +170+0.4% | 加碼 |
| SWS Partners | 44,485 | $319.4 萬 | 1.05% | −1,203−2.6% | 減碼 |
| HM Payson & Co | 44,327 | $318.2 萬 | 0.06% | −378−0.8% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $318.1 萬 | 0.03% | 00.0% | 不變 |
| D L Carlson Investment Group Inc | 44,219 | $317.4 萬 | 0.61% | −836−1.9% | 減碼 |
| Smith, Salley & Associates | 43,808 | $314.5 萬 | 0.21% | +1,474+3.5% | 加碼 |
| National Asset Management, Inc. | 43,706 | $313.8 萬 | 0.10% | +3,938+9.9% | 加碼 |
| Ballentine Partners, LLC | 43,680 | $313.6 萬 | 0.05% | +2,391+5.8% | 加碼 |
| WCG Wealth Advisors LLC | 43,651 | $313.4 萬 | 0.24% | −3,984−8.4% | 減碼 |
| Vista Wealth Management Group, LLC | 43,279 | $310.7 萬 | 0.20% | +297+0.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 43,187 | $310.0 萬 | 0.18% | −6,812−13.6% | 減碼 |
| Ascent Group, LLC | 43,029 | $308.9 萬 | 0.13% | −13,199−23.5% | 減碼 |
| Cullinan Associates Inc | 42,946 | $308.3 萬 | 0.22% | +701+1.7% | 加碼 |
| Mach-1 Financial Group, Inc. | 42,839 | $307.5 萬 | 0.92% | +37,143+652.1% | 加碼 |
| Franklin Street Advisors Inc | 42,821 | $307.4 萬 | 0.22% | −440−1.0% | 減碼 |
| Argyle Capital Management Inc. | 42,796 | $307.2 萬 | 1.14% | 00.0% | 不變 |
| F/M Investments LLC | 42,695 | $306.6 萬 | 0.12% | −1,832−4.1% | 減碼 |
| Alpha Cubed Investments, LLC | 42,647 | $306.2 萬 | 0.14% | +6,467+17.9% | 加碼 |
| White Pine Capital LLC | 42,608 | $305.9 萬 | 1.06% | −280−0.7% | 減碼 |
| Gs Investments, Inc. | 42,400 | $304.4 萬 | 1.43% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 42,336 | $303.9 萬 | 0.15% | +5,065+13.6% | 加碼 |
| Peoples Bank | 42,254 | $303.3 萬 | 2.06% | −535−1.3% | 減碼 |
| Voya Financial Advisors, Inc. | 42,791 | $302.5 萬 | 0.33% | +2,714+6.8% | 加碼 |
| Pallas Capital Advisors LLC | 41,943 | $301.1 萬 | 0.13% | +2,349+5.9% | 加碼 |
| HF Advisory Group, LLC | 41,906 | $300.8 萬 | 1.31% | +3,960+10.4% | 加碼 |
| RFG Advisory, LLC | 41,879 | $300.6 萬 | 0.08% | +4,944+13.4% | 加碼 |
| Avestar Capital, LLC | 41,801 | $300.1 萬 | 0.29% | +1,947+4.9% | 加碼 |
| Sumitomo Life Insurance Co | 41,769 | $299.9 萬 | 0.11% | −650−1.5% | 減碼 |
| Foster Group, Inc. | 41,396 | $297.2 萬 | 0.11% | +1,974+5.0% | 加碼 |
| KCM Investment Advisors LLC | 41,231 | $296.0 萬 | 0.11% | −1,229−2.9% | 減碼 |
| Cidel Asset Management Inc | 41,017 | $294.5 萬 | 0.19% | −3,617−8.1% | 減碼 |
| Choate Investment Advisors | 41,014 | $294.4 萬 | 0.07% | −5,333−11.5% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 41,000 | $294.3 萬 | 0.27% | +41,000 | 新進 |
| Trust Asset Management LLC | 40,968 | $294.1 萬 | 0.24% | −2,184−5.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 41,259 | $293.3 萬 | 0.15% | +22,258+117.1% | 加碼 |
| Brookstone Capital Management | 40,630 | $291.7 萬 | 0.04% | +22,954+129.9% | 加碼 |
| SCS Capital Management LLC | 40,508 | $290.8 萬 | 0.04% | +40,508 | 新進 |
| Inkwell Capital LLC | 40,203 | $288.6 萬 | 3.15% | −7,827−16.3% | 減碼 |
| IFP Advisors, Inc | 40,056 | $287.5 萬 | 0.09% | −8,822−18.0% | 減碼 |
| Parallel Advisors, LLC | 39,882 | $286.3 萬 | 0.06% | +2,655+7.1% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 39,871 | $286.2 萬 | 0.68% | +797+2.0% | 加碼 |