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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 13,392 | $112.3 萬 | 0.07% | 00.0% | 不變 |
| Murphy Pohlad Asset Management LLC | 13,463 | $112.8 萬 | 0.44% | −400−2.9% | 減碼 |
| Brooks, Moore & Associates, Inc. | 13,485 | $113.0 萬 | 0.60% | +200+1.5% | 加碼 |
| Raleigh Capital Management Inc. | 13,492 | $113.1 萬 | 0.43% | −1,325−8.9% | 減碼 |
| Boston Trust Walden Corp | 13,515 | $113.3 萬 | 0.01% | 00.0% | 不變 |
| Quent Capital, LLC | 13,530 | $113.4 萬 | 0.10% | −315−2.3% | 減碼 |
| Empirical Asset Management, LLC | 13,538 | $113.5 萬 | 0.32% | −50.0% | 減碼 |
| Neumann Capital Management, LLC | 13,622 | $114.2 萬 | 0.33% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 13,664 | $114.5 萬 | 0.02% | +670+5.2% | 加碼 |
| 17 Capital Partners, LLC | 13,669 | $114.6 萬 | 0.62% | +2,565+23.1% | 加碼 |
| Childress Capital Advisors, LLC | 13,670 | $114.6 萬 | 0.21% | +246+1.8% | 加碼 |
| Fortress Private Ledger, LLC | 13,678 | $114.6 萬 | 0.42% | +893+7.0% | 加碼 |
| Scratch Capital LLC | 13,706 | $114.9 萬 | 0.76% | −357−2.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 13,750 | $115.3 萬 | 0.04% | −1,187−7.9% | 減碼 |
| Fragasso Group Inc. | 14,290 | $115.3 萬 | 0.07% | −123−0.9% | 減碼 |
| Lodestar Private Asset Management LLC | 13,760 | $115.3 萬 | 0.12% | −1,046−7.1% | 減碼 |
| Highline Wealth Partners LLC | 13,763 | $115.4 萬 | 0.31% | +7+0.1% | 加碼 |
| Sompo Asset Management Co., Ltd. | 13,820 | $115.8 萬 | 0.20% | −240−1.7% | 減碼 |
| LifeSteps Financial, Inc. | 13,913 | $116.6 萬 | 0.75% | −217−1.5% | 減碼 |
| Net Worth Advisory Group | 13,919 | $116.7 萬 | 0.34% | −3,160−18.5% | 減碼 |
| Anchor Investment Management, LLC | 13,947 | $116.9 萬 | 0.10% | +428+3.2% | 加碼 |
| Koshinski Asset Management, Inc. | 13,972 | $117.1 萬 | 0.08% | +1,422+11.3% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 13,973 | $117.1 萬 | 0.10% | +5,731+69.5% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 13,998 | $117.3 萬 | 0.53% | 00.0% | 不變 |
| Cove Street Capital, LLC | 14,020 | $117.5 萬 | 1.54% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 14,056 | $117.8 萬 | 0.11% | −49−0.3% | 減碼 |
| Nations Financial Group Inc, | 14,079 | $118.0 萬 | 0.07% | +559+4.1% | 加碼 |
| International Assets Investment Management, LLC | 14,517 | $118.3 萬 | 0.10% | +14,517 | 新進 |
| Berger Financial Group, Inc | 14,119 | $118.3 萬 | 0.07% | −782−5.2% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,142 | $118.5 萬 | 0.14% | −415−2.9% | 減碼 |
| Cohen Capital Management, Inc. | 14,156 | $118.7 萬 | 0.18% | 00.0% | 不變 |
| Signal Advisors Wealth, LLC | 14,158 | $118.7 萬 | 0.11% | +594+4.4% | 加碼 |
| Vertex Planning Partners, LLC | 14,178 | $118.8 萬 | 0.23% | +34+0.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 14,185 | $118.9 萬 | 0.06% | +5,603+65.3% | 加碼 |
| Salem Investment Counselors Inc | 14,201 | $119.0 萬 | 0.03% | −351−2.4% | 減碼 |
| Clarendon Private LLC | 14,250 | $119.4 萬 | 1.08% | −722−4.8% | 減碼 |
| Castle Rock Wealth Management, LLC | 14,866 | $119.5 萬 | 0.26% | −70.0% | 減碼 |
| North Star Asset Management Inc | 14,260 | $119.5 萬 | 0.05% | −47−0.3% | 減碼 |
| Cyndeo Wealth Partners, LLC | 14,279 | $119.7 萬 | 0.07% | +190+1.3% | 加碼 |
| ISAM Funds (UK) Ltd | 14,326 | $120.1 萬 | 0.25% | +8,449+143.8% | 加碼 |
| Advyzon Investment Management, LLC | 14,335 | $120.2 萬 | 0.21% | +3,729+35.2% | 加碼 |
| Sittner & Nelson, LLC | 14,363 | $120.4 萬 | 0.44% | +10.0% | 加碼 |
| Ossiam | 14,394 | $120.7 萬 | 0.02% | +14,394 | 新進 |
| Myriad Asset Management US LP | 14,400 | $120.7 萬 | 0.66% | +14,400 | 新進 |
| Wealthcare Advisory Partners LLC | 14,415 | $120.8 萬 | 0.03% | +1,599+12.5% | 加碼 |
| Knollwood Investment Advisory, LLC | 14,449 | $121.1 萬 | 0.11% | −138−0.9% | 減碼 |
| New England Research & Management, Inc. | 14,455 | $121.2 萬 | 0.56% | +14,455 | 新進 |
| Eclectic Associates Inc | 14,534 | $121.8 萬 | 0.22% | −3,614−19.9% | 減碼 |
| Becker Capital Management Inc | 14,570 | $122.1 萬 | 0.04% | +123+0.9% | 加碼 |
| Lafayette Investments, Inc. | 14,625 | $122.6 萬 | 0.23% | −170−1.1% | 減碼 |
| Invst, LLC | 14,629 | $122.6 萬 | 0.14% | +661+4.7% | 加碼 |
| Sawyer & Company, Inc | 15,317 | $122.7 萬 | 0.46% | +562+3.8% | 加碼 |
| Two Sigma Investments, LP | 14,700 | $123.2 萬 | 0.00% | −174,244−92.2% | 減碼 |
| Principle Wealth Partners LLC | 14,720 | $123.4 萬 | 0.07% | 00.0% | 不變 |
| Eastern Bank | 14,740 | $123.6 萬 | 0.02% | +1,604+12.2% | 加碼 |
| MTM Investment Management, LLC | 14,776 | $123.9 萬 | 0.39% | −50.0% | 減碼 |
| Continuum Advisory, LLC | 14,822 | $124.2 萬 | 0.13% | −796−5.1% | 減碼 |
| Plancorp, LLC | 14,841 | $124.4 萬 | 0.04% | −260−1.7% | 減碼 |
| Hexagon Capital Partners LLC | 14,853 | $124.5 萬 | 0.25% | −47−0.3% | 減碼 |
| Kirkwood Financial Services | 14,877 | $124.7 萬 | 0.46% | +14,877 | 新進 |
| Quilter Plc | 14,923 | $125.1 萬 | 0.02% | −400−2.6% | 減碼 |
| WP Advisors, LLC | 14,932 | $125.2 萬 | 0.32% | +82+0.6% | 加碼 |
| Quotient Wealth Partners, LLC | 14,969 | $125.5 萬 | 0.03% | +384+2.6% | 加碼 |
| Jupiter Wealth Management LLC | 15,000 | $125.7 萬 | 0.59% | 00.0% | 不變 |
| Intrinsic Value Partners, LLC | 15,012 | $125.8 萬 | 1.02% | −170−1.1% | 減碼 |
| Perbak Capital Partners LLP | 15,015 | $125.9 萬 | 0.22% | +8,816+142.2% | 加碼 |
| First City Capital Management, Inc. | 15,086 | $126.5 萬 | 0.68% | −1,540−9.3% | 減碼 |
| Hutner Capital Management Inc | 15,104 | $126.6 萬 | 0.54% | −14−0.1% | 減碼 |
| Concord Asset Management, LLC | 15,139 | $126.9 萬 | 0.23% | +1,194+8.6% | 加碼 |
| North Star Investment Management Corp. | 15,161 | $127.1 萬 | 0.08% | −92−0.6% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 15,208 | $127.5 萬 | 0.22% | +2,459+19.3% | 加碼 |
| Sterling Investment Management, Inc. | 15,243 | $127.8 萬 | 0.77% | −52−0.3% | 減碼 |
| Tranquilli Financial Advisor LLC | 15,291 | $128.2 萬 | 0.76% | +87+0.6% | 加碼 |
| StoneX Group Inc. | 15,346 | $128.6 萬 | 0.06% | −2,011−11.6% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,355 | $128.7 萬 | 0.63% | −409−2.6% | 減碼 |
| Longfellow Investment Management Co LLC | 15,380 | $128.9 萬 | 0.31% | 00.0% | 不變 |
| Fisher Funds Management LTD | 15,395 | $129.0 萬 | 0.03% | +15,395 | 新進 |
| Gs Investments, Inc. | 15,400 | $129.1 萬 | 0.64% | −27,000−63.7% | 減碼 |
| Blackstone Group Inc. | 15,403 | $129.1 萬 | 0.01% | +15,403 | 新進 |
| Kanawha Capital Management LLC | 15,420 | $129.3 萬 | 0.09% | +1,250+8.8% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 15,476 | $129.7 萬 | 0.20% | +1,138+7.9% | 加碼 |
| Brucke Financial, Inc. | 14,920 | $129.8 萬 | 0.76% | −71−0.5% | 減碼 |
| LMCG Investments, LLC | 15,484 | $129.8 萬 | 0.08% | −253−1.6% | 減碼 |
| Wealth Alliance | 15,494 | $129.9 萬 | 0.13% | +4,217+37.4% | 加碼 |
| Prelude Capital Management, LLC | 15,498 | $129.9 萬 | 0.10% | +15,498 | 新進 |
| Beutel, Goodman & Co Ltd. | 15,540 | $130.2 萬 | 0.01% | −225−1.4% | 減碼 |
| Thomasville National Bank | 15,598 | $130.7 萬 | 0.08% | +243+1.6% | 加碼 |
| AMG National Trust Bank | 15,652 | $131.2 萬 | 0.03% | −1,339−7.9% | 減碼 |
| Nicolet Bankshares Inc | 15,710 | $131.7 萬 | 0.21% | −1,169−6.9% | 減碼 |
| Ocean Capital Management, LLC | 15,846 | $132.8 萬 | 0.27% | +270+1.7% | 加碼 |
| Essex Savings Bank | 15,862 | $132.9 萬 | 0.30% | −1,770−10.0% | 減碼 |
| Spire Wealth Management | 15,875 | $133.1 萬 | 0.05% | +2,705+20.5% | 加碼 |
| Lipe & Dalton | 15,918 | $133.4 萬 | 0.66% | −50−0.3% | 減碼 |
| Concord Wealth Partners | 15,920 | $133.4 萬 | 0.18% | +1,975+14.2% | 加碼 |
| Hills Bank & Trust Co | 15,960 | $133.8 萬 | 0.08% | +1,660+11.6% | 加碼 |
| Revisor Wealth Management LLC | 16,853 | $134.6 萬 | 0.46% | +380+2.3% | 加碼 |
| Ancora Advisors, LLC | 16,070 | $134.7 萬 | 0.03% | −834−4.9% | 減碼 |
| Kathmere Capital Management, LLC | 16,133 | $135.2 萬 | 0.10% | −98−0.6% | 減碼 |
| West Family Investments, Inc. | 16,279 | $136.5 萬 | 0.30% | −442−2.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 16,308 | $136.7 萬 | 0.02% | +908+5.9% | 加碼 |