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 |
|---|---|---|---|---|---|
| NBZ Investment Advisors LLC | 11,273 | $94.5 萬 | 0.49% | 00.0% | 不變 |
| Winebrenner Capital Management LLC | 11,283 | $94.6 萬 | 0.68% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 11,305 | $94.8 萬 | 0.13% | +11+0.1% | 加碼 |
| GatePass Capital, LLC | 11,309 | $94.8 萬 | 0.55% | +6+0.1% | 加碼 |
| Pin Oak Investment Advisors Inc | 11,350 | $95.1 萬 | 0.68% | +2,521+28.6% | 加碼 |
| Kentucky Trust Co | 11,375 | $95.3 萬 | 0.52% | −100−0.9% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 11,398 | $95.5 萬 | 0.23% | +112+1.0% | 加碼 |
| Farmers Trust Co | 11,409 | $95.6 萬 | 0.16% | −410−3.5% | 減碼 |
| Wittenberg Investment Management, Inc. | 11,420 | $95.7 萬 | 0.38% | −358−3.0% | 減碼 |
| AIMZ Investment Advisors, LLC | 11,472 | $96.2 萬 | 0.30% | 00.0% | 不變 |
| Mattson Financial Services, LLC | 11,474 | $96.2 萬 | 0.23% | +11,474 | 新進 |
| WealthPlan Investment Management, LLC | 11,528 | $96.6 萬 | 0.06% | −111−1.0% | 減碼 |
| Kovack Advisors, Inc. | 11,532 | $96.7 萬 | 0.09% | −65−0.6% | 減碼 |
| River Wealth Advisors LLC | 11,538 | $96.7 萬 | 0.11% | +164+1.4% | 加碼 |
| Zions Bancorporation, National Association | 11,541 | $96.7 萬 | 0.05% | +2,273+24.5% | 加碼 |
| RB Capital Management, LLC | 11,543 | $96.8 萬 | 0.20% | −151−1.3% | 減碼 |
| Correct Capital Wealth Management | 11,552 | $96.8 萬 | 0.18% | 00.0% | 不變 |
| Coastwise Capital Group, LLC | 11,554 | $96.8 萬 | 0.68% | +59+0.5% | 加碼 |
| LBMC Investment Advisors, LLC | 11,626 | $97.5 萬 | 0.06% | +4,495+63.0% | 加碼 |
| Cullen Investment Group, Ltd. | 12,098 | $97.6 萬 | 0.13% | −17−0.1% | 減碼 |
| Pacific Center for Financial Services | 11,675 | $97.9 萬 | 0.25% | −2,346−16.7% | 減碼 |
| Sepio Capital, LP | 11,682 | $97.9 萬 | 0.06% | +1,939+19.9% | 加碼 |
| Madison Asset Management, LLC | 11,725 | $98.3 萬 | 0.01% | −1,570−11.8% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 11,728 | $98.3 萬 | 0.02% | +1,324+12.7% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,731 | $98.3 萬 | 0.07% | +21+0.2% | 加碼 |
| Florida Financial Advisors, LLC | 11,735 | $98.4 萬 | 0.30% | −2,385−16.9% | 減碼 |
| Entruity Wealth, LLC | 11,776 | $98.7 萬 | 0.77% | −535−4.3% | 減碼 |
| DMG Group, LLC | 11,788 | $98.8 萬 | 0.68% | −795−6.3% | 減碼 |
| Clarius Group, LLC | 11,789 | $98.8 萬 | 0.06% | −4,777−28.8% | 減碼 |
| Thrive Wealth Management, LLC | 11,843 | $99.3 萬 | 0.15% | −640−5.1% | 減碼 |
| SeaCrest Wealth Management, LLC | 12,505 | $99.7 萬 | 0.11% | −262−2.1% | 減碼 |
| Northeast Investment Management | 11,918 | $99.9 萬 | 0.04% | 00.0% | 不變 |
| Moss Adams Wealth Advisors LLC | 11,931 | $100.0 萬 | 0.08% | +342+3.0% | 加碼 |
| Stock Yards Bank & Trust Co | 11,977 | $100.4 萬 | 0.03% | +557+4.9% | 加碼 |
| Jarislowsky, Fraser Ltd | 12,000 | $100.6 萬 | 0.01% | +500+4.3% | 加碼 |
| BIP Wealth, LLC | 12,021 | $100.8 萬 | 0.05% | +8,451+236.7% | 加碼 |
| Prosperity Consulting Group, LLC | 12,053 | $101.0 萬 | 0.05% | +1,724+16.7% | 加碼 |
| S.A. Mason LLC | 12,072 | $101.2 萬 | 0.45% | +4,936+69.2% | 加碼 |
| Hardin Capital Partners, LLC | 12,085 | $101.3 萬 | 0.54% | +10.0% | 加碼 |
| Trust Co of Vermont | 12,098 | $101.4 萬 | 0.04% | +126+1.1% | 加碼 |
| Western Wealth Management, LLC | 12,179 | $102.1 萬 | 0.05% | −773−6.0% | 減碼 |
| Harbor Investment Advisory, LLC | 12,184 | $102.1 萬 | 0.08% | −95−0.8% | 減碼 |
| Tyche Wealth Partners LLC | 12,212 | $102.4 萬 | 0.18% | −2,796−18.6% | 減碼 |
| Northwest Wealth Management, LLC | 12,234 | $102.5 萬 | 0.17% | +16+0.1% | 加碼 |
| South State Corp. | 12,236 | $102.6 萬 | 0.05% | −2,396−16.4% | 減碼 |
| Greenwood Gearhart Inc | 12,239 | $102.6 萬 | 0.06% | 00.0% | 不變 |
| Carson Advisory Inc. | 12,296 | $103.1 萬 | 0.56% | −400−3.2% | 減碼 |
| Wrapmanager Inc | 12,311 | $103.2 萬 | 0.32% | −6,659−35.1% | 減碼 |
| Larson Financial Group LLC | 12,367 | $103.7 萬 | 0.04% | +210+1.7% | 加碼 |
| MeadowBrook Investment Advisors LLC | 12,438 | $104.3 萬 | 0.90% | −305−2.4% | 減碼 |
| Engineers Gate Manager LP | 12,457 | $104.4 萬 | 0.01% | −83,766−87.1% | 減碼 |
| BCJ Capital Management, LLC | 12,502 | $104.8 萬 | 0.06% | +4,611+58.4% | 加碼 |
| Greatmark Investment Partners, Inc. | 12,523 | $105.0 萬 | 0.13% | 00.0% | 不變 |
| Pointe Capital Management LLC | 12,531 | $105.0 萬 | 0.51% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 12,538 | $105.1 萬 | 0.03% | −1,187−8.6% | 減碼 |
| Resonant Capital Advisors, LLC | 12,555 | $105.2 萬 | 0.06% | +472+3.9% | 加碼 |
| Nilsine Partners, LLC | 12,562 | $105.3 萬 | 0.09% | +5,221+71.1% | 加碼 |
| Park National Corp | 12,582 | $105.5 萬 | 0.03% | +100+0.8% | 加碼 |
| PFG Advisors | 12,606 | $105.7 萬 | 0.04% | +580+4.8% | 加碼 |
| Catalyst Financial Partners LLC | 12,607 | $105.7 萬 | 0.13% | +242+2.0% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,613 | $105.7 萬 | 0.42% | −672−5.1% | 減碼 |
| Impax Asset Management Group plc | 12,628 | $105.8 萬 | 0.01% | +12,628 | 新進 |
| Promethium Advisors,llc | 12,657 | $106.1 萬 | 0.61% | −100−0.8% | 減碼 |
| Intelligence Driven Advisers, LLC | 12,694 | $106.4 萬 | 0.15% | +889+7.5% | 加碼 |
| XML Financial, LLC | 12,701 | $106.5 萬 | 0.09% | −270−2.1% | 減碼 |
| Crawford Investment Counsel Inc | 12,722 | $106.6 萬 | 0.02% | −145−1.1% | 減碼 |
| Cladis Investment Advisory, LLC | 12,726 | $106.7 萬 | 0.61% | −1,000−7.3% | 減碼 |
| Cascade Investment Advisors, Inc. | 12,747 | $106.8 萬 | 0.65% | −1,660−11.5% | 減碼 |
| Ingalls & Snyder LLC | 12,771 | $107.0 萬 | 0.04% | +202+1.6% | 加碼 |
| Capital International Sarl | 12,786 | $107.2 萬 | 0.02% | −739−5.5% | 減碼 |
| Richwood Investment Advisors, LLC | 12,797 | $107.3 萬 | 0.84% | 00.0% | 不變 |
| Syverson Strege & Co | 12,804 | $107.3 萬 | 0.26% | −3,910−23.4% | 減碼 |
| Family Legacy, Inc. | 12,837 | $107.6 萬 | 0.33% | 00.0% | 不變 |
| Abel Hall, LLC | 12,846 | $107.7 萬 | 0.43% | −92−0.7% | 減碼 |
| First Interstate Bank | 12,862 | $107.8 萬 | 0.06% | +9,400+271.5% | 加碼 |
| MEMBERS Trust Co | 12,906 | $108.2 萬 | 0.04% | +29+0.2% | 加碼 |
| Csenge Advisory Group | 12,908 | $108.2 萬 | 0.05% | −1,045−7.5% | 減碼 |
| Shakespeare Wealth Management, Inc. | 12,923 | $108.3 萬 | 0.25% | −106−0.8% | 減碼 |
| Heritage Family Offices, LLP | 12,931 | $108.4 萬 | 0.50% | +38+0.3% | 加碼 |
| J. Safra Sarasin Holding AG | 12,939 | $108.5 萬 | 0.02% | +12,939 | 新進 |
| Carnegie Lake Advisors LLC | 12,941 | $108.5 萬 | 0.42% | −800−5.8% | 減碼 |
| Parkside Financial Bank & Trust | 12,942 | $108.5 萬 | 0.08% | −172−1.3% | 減碼 |
| Advisory Alpha, LLC | 13,559 | $109.2 萬 | 0.03% | +4,510+49.8% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 13,032 | $109.2 萬 | 0.05% | −108−0.8% | 減碼 |
| Weatherly Asset Management L. P. | 13,073 | $109.6 萬 | 0.09% | −148−1.1% | 減碼 |
| Stevens Capital Management LP | 13,079 | $109.6 萬 | 0.15% | −49,363−79.1% | 減碼 |
| Platform Technology Partners | 13,098 | $109.8 萬 | 0.26% | +3,236+32.8% | 加碼 |
| Royal Capital Wealth Management, LLC | 13,116 | $109.9 萬 | 0.67% | +22+0.2% | 加碼 |
| PDS Planning, Inc | 13,159 | $110.3 萬 | 0.08% | +409+3.2% | 加碼 |
| Sather Financial Group Inc | 13,160 | $110.3 萬 | 0.06% | +153+1.2% | 加碼 |
| London & Capital Asset Management Ltd | 13,179 | $110.5 萬 | 0.08% | 00.0% | 不變 |
| Optiver Holding B.V. | 13,180 | $110.5 萬 | 0.02% | +8,687+193.3% | 加碼 |
| BKD Wealth Advisors, LLC | 13,190 | $110.6 萬 | 0.02% | −546−4.0% | 減碼 |
| 1st Source Bank | 13,207 | $110.7 萬 | 0.06% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 13,256 | $111.1 萬 | 0.16% | +281+2.2% | 加碼 |
| Hanlon Investment Management, Inc. | 13,257 | $111.1 萬 | 0.67% | +1,072+8.8% | 加碼 |
| C2C Wealth Management, LLC | 13,261 | $111.2 萬 | 0.95% | 00.0% | 不變 |
| Credit Industriel Et Commercial | 13,305 | $111.5 萬 | 0.18% | −7,356−35.6% | 減碼 |
| Fiduciary Financial Group, LLC | 13,367 | $112.0 萬 | 0.18% | +668+5.3% | 加碼 |
| Generali Investments, Management Co LLC | 13,373 | $112.1 萬 | 0.23% | −8,424−38.6% | 減碼 |