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 3 季 13F 持有人
Wells Fargo & Company 在 2025/9/30 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
- 2,663
- 較 2025 年第 2 季 +71 家
- 持有股數
- 23.9 億
- 較 2025 年第 2 季 −4,340 萬 (−1.8%)
- 總市值
- $2,003 億
- 較 2025 年第 2 季 +$52.4 億 (+2.7%)
- 新進機構
- 197
- 另有 1,085 家加碼
- 清倉機構
- 126
- 另有 965 家減碼
另有 41 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 7,700 | $64.5 萬 | 0.11% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 7,703 | $64.6 萬 | 0.04% | +984+14.6% | 加碼 |
| Elyxium Wealth, LLC | 7,751 | $65.0 萬 | 0.23% | +53+0.7% | 加碼 |
| Elevate Wealth Advisory, Inc | 7,753 | $65.0 萬 | 0.47% | −10.0% | 減碼 |
| SilverOak Wealth Management LLC | 7,777 | $65.2 萬 | 0.11% | −1,122−12.6% | 減碼 |
| FORA Capital, LLC | 7,800 | $65.4 萬 | 0.12% | +7,800 | 新進 |
| Van Cleef Asset Management,Inc | 7,817 | $65.5 萬 | 0.07% | +10.0% | 加碼 |
| KG&L Capital Management,LLC | 10,047 | $65.7 萬 | 0.18% | −5,385−34.9% | 減碼 |
| Harmony Asset Management LLC | 7,834 | $65.7 萬 | 0.23% | +7,834 | 新進 |
| Institute for Wealth Management, LLC. | 7,835 | $65.7 萬 | 0.07% | −19−0.2% | 減碼 |
| Equitable Trust Co | 7,846 | $65.8 萬 | 0.03% | −19,740−71.6% | 減碼 |
| Atala Financial Inc | 7,853 | $65.8 萬 | 0.42% | 00.0% | 不變 |
| Marietta Investment Partners LLC | 7,860 | $65.9 萬 | 0.13% | −940−10.7% | 減碼 |
| Bridgewater Advisors Inc. | 7,659 | $65.9 萬 | 0.05% | +195+2.6% | 加碼 |
| Cassaday & Co Wealth Management LLC | 7,878 | $66.0 萬 | 0.02% | +307+4.1% | 加碼 |
| Tactive Advisors, LLC | 7,889 | $66.1 萬 | 0.19% | −378−4.6% | 減碼 |
| Pines Wealth Management, LLC | 7,919 | $66.4 萬 | 0.22% | −770−8.9% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 7,951 | $66.6 萬 | 0.10% | −192−2.4% | 減碼 |
| Sentry Investment Management LLC | 8,367 | $66.7 萬 | 0.45% | +46+0.6% | 加碼 |
| RKL Wealth Management LLC | 7,978 | $66.9 萬 | 0.06% | −41−0.5% | 減碼 |
| JFS Wealth Advisors, LLC | 7,979 | $66.9 萬 | 0.04% | −2,877−26.5% | 減碼 |
| Wealth Architects, LLC | 8,006 | $67.1 萬 | 0.06% | +181+2.3% | 加碼 |
| Capital Performance Advisors LLP | 8,015 | $67.2 萬 | 0.11% | −500−5.9% | 減碼 |
| Icon Wealth Advisors, LLC | 8,016 | $67.2 萬 | 0.05% | +66+0.8% | 加碼 |
| Old West Investment Management, LLC | 8,037 | $67.4 萬 | 0.15% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 8,046 | $67.4 萬 | 0.04% | +2,361+41.5% | 加碼 |
| Auxano Advisors, LLC | 8,047 | $67.5 萬 | 0.14% | +95+1.2% | 加碼 |
| CFO4Life Group, LLC | 8,049 | $67.5 萬 | 0.10% | +172+2.2% | 加碼 |
| Waddell & Associates, LLC | 8,050 | $67.5 萬 | 0.06% | +479+6.3% | 加碼 |
| Integrity Financial Corp | 8,083 | $67.8 萬 | 0.32% | +57+0.7% | 加碼 |
| Money Concepts Capital Corp | 8,097 | $67.9 萬 | 0.04% | +835+11.5% | 加碼 |
| Sippican Capital Advisors | 8,115 | $68.0 萬 | 0.45% | −28−0.3% | 減碼 |
| Sunflower Bank, N.A. | 8,144 | $68.3 萬 | 0.17% | +56+0.7% | 加碼 |
| Evoke Wealth, LLC | 8,147 | $68.3 萬 | 0.01% | +1,805+28.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 8,161 | $68.4 萬 | 0.05% | −5,918−42.0% | 減碼 |
| Diversified Enterprises, LLC | 8,163 | $68.4 萬 | 0.05% | +478+6.2% | 加碼 |
| Cape Investment Advisory, Inc. | 8,171 | $68.5 萬 | 0.67% | +307+3.9% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 8,185 | $68.6 萬 | 1.20% | −1,994−19.6% | 減碼 |
| Wealthstream Advisors, Inc. | 8,204 | $68.8 萬 | 0.10% | +270+3.4% | 加碼 |
| Dakota Wealth Management | 8,210 | $68.8 萬 | 0.01% | −9,502−53.6% | 減碼 |
| China Universal Asset Management Co., Ltd. | 8,215 | $68.9 萬 | 0.06% | −2,917−26.2% | 減碼 |
| West Michigan Advisors, LLC | 8,215 | $68.9 萬 | 0.17% | +4,034+96.5% | 加碼 |
| Plan A Wealth LLC | 8,228 | $69.0 萬 | 0.35% | −2,618−24.1% | 減碼 |
| Vermillion Wealth Management, Inc. | 8,243 | $69.1 萬 | 0.19% | +142+1.8% | 加碼 |
| Advisor OS, LLC | 8,244 | $69.1 萬 | 0.06% | +1,153+16.3% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 8,250 | $69.2 萬 | 0.16% | +4,580+124.8% | 加碼 |
| Versant Capital Management, Inc | 8,277 | $69.4 萬 | 0.09% | +2,063+33.2% | 加碼 |
| Kagan Cocozza Asset Management | 8,280 | $69.4 萬 | 0.53% | −676−7.5% | 減碼 |
| O'Neil Global Advisors, Inc. | 8,292 | $69.5 萬 | 0.13% | +8,292 | 新進 |
| Prudent Man Advisors, LLC | 8,340 | $69.9 萬 | 0.26% | −8,030−49.1% | 減碼 |
| Allen Capital Group, LLC | 8,346 | $70.0 萬 | 0.07% | +317+3.9% | 加碼 |
| Cutler Investment Counsel LLC | 8,359 | $70.1 萬 | 0.07% | +190+2.3% | 加碼 |
| Valmark Advisers, Inc. | 8,366 | $70.1 萬 | 0.01% | −34−0.4% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 8,399 | $70.4 萬 | 0.17% | +1,228+17.1% | 加碼 |
| Roberts Capital Advisors, LLC | 8,405 | $70.5 萬 | 0.78% | +8,405 | 新進 |
| Howard Bailey Securities, LLC | 8,406 | $70.5 萬 | 0.20% | −26−0.3% | 減碼 |
| Legacy Financial Group LLC | 8,412 | $70.5 萬 | 0.09% | −142−1.7% | 減碼 |
| Eagle Global Advisors LLC | 8,418 | $70.6 萬 | 0.03% | 00.0% | 不變 |
| Advisors Management Group Inc | 8,423 | $70.6 萬 | 0.12% | −15−0.2% | 減碼 |
| Sivia Capital Partners, LLC | 8,448 | $70.8 萬 | 0.20% | +75+0.9% | 加碼 |
| Bedel Financial Consulting, Inc. | 8,452 | $70.8 萬 | 0.09% | +18+0.2% | 加碼 |
| Sheets Smith Wealth Management | 8,456 | $70.9 萬 | 0.08% | +10+0.1% | 加碼 |
| Strategic Investment Advisors | 8,470 | $71.0 萬 | 0.06% | −1,412−14.3% | 減碼 |
| Shufro Rose & Co LLC | 9,906 | $71.1 萬 | 0.06% | 00.0% | 不變 |
| Optas, LLC | 8,496 | $71.2 萬 | 0.12% | +1,807+27.0% | 加碼 |
| Lauterbach Financial Advisors, LLC | 8,506 | $71.3 萬 | 0.36% | +347+4.3% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 8,557 | $71.7 萬 | 0.24% | +20+0.2% | 加碼 |
| Hudock, Inc. | 8,556 | $71.7 萬 | 0.11% | −217−2.5% | 減碼 |
| Austin Private Wealth, LLC | 8,605 | $72.1 萬 | 0.06% | +278+3.3% | 加碼 |
| Financial Insights, Inc. | 8,608 | $72.2 萬 | 0.24% | +1,258+17.1% | 加碼 |
| Capital Advantage, Inc. | 8,634 | $72.4 萬 | 0.11% | 00.0% | 不變 |
| Core Alternative Capital | 8,635 | $72.4 萬 | 0.21% | −3,971−31.5% | 減碼 |
| Tradewinds, LLC. | 8,637 | $72.4 萬 | 0.18% | +8,637 | 新進 |
| Cornerstone Wealth Advisors, Inc. | 8,650 | $72.5 萬 | 0.18% | +1,729+25.0% | 加碼 |
| Mayflower Financial Advisors, LLC | 8,652 | $72.5 萬 | 0.09% | +3,202+58.8% | 加碼 |
| Cornerstone Wealth Group, LLC | 8,695 | $72.9 萬 | 0.05% | −183−2.1% | 減碼 |
| Cim Investment Mangement Inc | 8,720 | $73.1 萬 | 0.20% | −91−1.0% | 減碼 |
| LVW Advisors, LLC | 8,730 | $73.2 萬 | 0.08% | +1,512+20.9% | 加碼 |
| MCF Advisors LLC | 8,780 | $73.6 萬 | 0.05% | +1,619+22.6% | 加碼 |
| Cumberland Advisors Inc | 8,800 | $73.8 萬 | 0.28% | −2,000−18.5% | 減碼 |
| Field & Main Bank | 8,820 | $73.9 萬 | 0.22% | +570+6.9% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,823 | $74.0 萬 | 0.22% | −8−0.1% | 減碼 |
| Prentice Wealth Management LLC | 8,824 | $74.0 萬 | 0.18% | −218−2.4% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 8,832 | $74.0 萬 | 0.16% | +393+4.7% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $74.4 萬 | 0.24% | 00.0% | 不變 |
| Tower Trust & Investment Co | 8,908 | $74.7 萬 | 0.50% | 00.0% | 不變 |
| Old North State Trust, LLC | 8,949 | $75.0 萬 | 0.46% | −585−6.1% | 減碼 |
| JNBA Financial Advisors | 8,953 | $75.0 萬 | 0.07% | −60−0.7% | 減碼 |
| Financial Advisory Service, Inc. | 9,019 | $75.6 萬 | 0.05% | +58+0.6% | 加碼 |
| Evermay Wealth Management LLC | 9,065 | $76.0 萬 | 0.09% | 00.0% | 不變 |
| Davis R M Inc | 9,069 | $76.0 萬 | 0.01% | −31−0.3% | 減碼 |
| Crown Wealth Group, LLC | 9,094 | $76.2 萬 | 0.23% | +37+0.4% | 加碼 |
| Regatta Capital Group, LLC | 9,137 | $76.6 萬 | 0.12% | −112−1.2% | 減碼 |
| Baron Wealth Management LLC | 9,149 | $76.7 萬 | 0.25% | +760+9.1% | 加碼 |
| Jacobs & Co | 9,162 | $76.7 萬 | 0.07% | −880−8.8% | 減碼 |
| Phillips Wealth Planners LLC | 9,515 | $76.8 萬 | 0.64% | +6,112+179.6% | 加碼 |
| Monument Capital Management | 9,178 | $76.9 萬 | 0.19% | −921−9.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 9,201 | $77.1 萬 | 0.03% | +414+4.7% | 加碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,245 | $77.5 萬 | 0.06% | −22−0.2% | 減碼 |
| McAdam, LLC | 9,246 | $77.5 萬 | 0.04% | +1,029+12.5% | 加碼 |