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 |
|---|---|---|---|---|---|
| Vectors Research Management, LLC | 16,310 | $136.7 萬 | 0.43% | +16,310 | 新進 |
| Alteri Wealth LLC | 16,362 | $137.1 萬 | 0.47% | +348+2.2% | 加碼 |
| Lantz Financial LLC | 16,415 | $137.6 萬 | 0.30% | +789+5.0% | 加碼 |
| Capital Investment Advisory Services, LLC | 16,446 | $137.9 萬 | 0.11% | +152+0.9% | 加碼 |
| Personal Cfo Solutions, LLC | 16,483 | $138.2 萬 | 0.24% | +2,220+15.6% | 加碼 |
| Bridgewealth Advisory Group, LLC | 16,549 | $138.7 萬 | 0.32% | +10.0% | 加碼 |
| Diligent Investors, LLC | 16,566 | $138.9 萬 | 0.35% | −448−2.6% | 減碼 |
| Palisade Asset Management, LLC | 16,642 | $139.5 萬 | 0.13% | +53+0.3% | 加碼 |
| Chilton Investment Co LLC | 16,685 | $139.9 萬 | 0.03% | +4,370+35.5% | 加碼 |
| Knuff & Co LLC | 16,692 | $139.9 萬 | 0.41% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 16,695 | $139.9 萬 | 0.95% | −949−5.4% | 減碼 |
| Kestra Investment Management, LLC | 16,705 | $140.0 萬 | 0.04% | −8,020−32.4% | 減碼 |
| Kingswood Wealth Advisors, LLC | 16,725 | $140.2 萬 | 0.08% | +2,357+16.4% | 加碼 |
| Archford Capital Strategies, LLC | 16,734 | $140.3 萬 | 0.17% | −9,258−35.6% | 減碼 |
| Vivid Wealth Management, LLC | 16,737 | $140.3 萬 | 0.56% | −506−2.9% | 減碼 |
| Hilltop National Bank | 16,795 | $140.8 萬 | 0.35% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 16,811 | $140.9 萬 | 0.07% | +6,650+65.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 16,864 | $141.4 萬 | 0.25% | +439+2.7% | 加碼 |
| Integrity Alliance, LLC. | 16,889 | $141.6 萬 | 0.07% | +533+3.3% | 加碼 |
| SCS Capital Management LLC | 16,983 | $142.3 萬 | 0.02% | −51,477−75.2% | 減碼 |
| City National Bank of Florida | 16,988 | $142.4 萬 | 0.94% | +376+2.3% | 加碼 |
| Accredited Investors Inc. | 17,053 | $142.9 萬 | 0.08% | −609−3.4% | 減碼 |
| Potentia Wealth | 17,112 | $143.4 萬 | 0.55% | 00.0% | 不變 |
| Severin Investments, LLC | 17,151 | $143.8 萬 | 1.28% | +20+0.1% | 加碼 |
| Cypress Wealth Services, LLC | 17,183 | $144.0 萬 | 0.24% | +848+5.2% | 加碼 |
| Cornerstone Wealth Management, LLC | 17,192 | $144.1 萬 | 0.08% | +2,550+17.4% | 加碼 |
| Alta Advisers Ltd | 17,207 | $144.2 萬 | 0.44% | 00.0% | 不變 |
| Boltwood Capital Management | 17,210 | $144.3 萬 | 0.38% | +260+1.5% | 加碼 |
| Main Street Financial Solutions, LLC | 17,215 | $144.3 萬 | 0.09% | +3,207+22.9% | 加碼 |
| Financial Engines Advisors L.L.C. | 17,282 | $144.9 萬 | 0.00% | +2,489+16.8% | 加碼 |
| Arista Wealth Management, LLC | 17,287 | $144.9 萬 | 0.18% | +3,154+22.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 17,337 | $145.3 萬 | 0.11% | −300−1.7% | 減碼 |
| Transamerica Financial Advisors, Inc. | 17,354 | $145.5 萬 | 0.12% | +8,628+98.9% | 加碼 |
| Delap Wealth Advisory, LLC | 17,987 | $145.5 萬 | 0.61% | +650+3.7% | 加碼 |
| Midwest Trust Co | 17,365 | $145.6 萬 | 0.02% | +805+4.9% | 加碼 |
| SageView Advisory Group, LLC | 17,418 | $146.0 萬 | 0.05% | +2,130+13.9% | 加碼 |
| GTS Securities LLC | 17,423 | $146.0 萬 | 0.06% | +4,959+39.8% | 加碼 |
| Garrison Point Advisors, LLC | 17,434 | $146.1 萬 | 0.61% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 17,453 | $146.3 萬 | 0.31% | +594+3.5% | 加碼 |
| Hedges Asset Management LLC | 17,500 | $146.7 萬 | 1.12% | 00.0% | 不變 |
| First Horizon Corp | 17,589 | $147.4 萬 | 0.07% | +17,589 | 新進 |
| Highland Capital Management, LLC | 17,590 | $147.4 萬 | 0.07% | −8,996−33.8% | 減碼 |
| Keel Point, LLC | 17,623 | $147.7 萬 | 0.09% | −197−1.1% | 減碼 |
| BBR Partners, LLC | 17,633 | $147.8 萬 | 0.09% | +224+1.3% | 加碼 |
| Wharton Business Group, LLC | 17,675 | $148.2 萬 | 0.06% | −20−0.1% | 減碼 |
| Investors Asset Management of Georgia Inc | 17,727 | $148.6 萬 | 0.63% | −1,077−5.7% | 減碼 |
| Cahill Financial Advisors Inc | 17,760 | $148.9 萬 | 0.17% | +8,706+96.2% | 加碼 |
| Heritage Trust Co | 17,794 | $149.1 萬 | 0.16% | +751+4.4% | 加碼 |
| First National Trust Co | 17,801 | $149.2 萬 | 0.05% | −77−0.4% | 減碼 |
| RIA Advisory Group LLC | 17,863 | $149.7 萬 | 0.39% | +17+0.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,905 | $150.1 萬 | 0.18% | +3,259+22.3% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 17,915 | $150.2 萬 | 0.44% | +55+0.3% | 加碼 |
| Barbara Oil Co. | 18,000 | $150.9 萬 | 0.56% | 00.0% | 不變 |
| MV Capital Management, Inc. | 18,041 | $151.2 萬 | 0.15% | −317−1.7% | 減碼 |
| Annandale Capital, LLC | 18,054 | $151.3 萬 | 0.26% | −389−2.1% | 減碼 |
| Sentry LLC | 18,063 | $151.4 萬 | 0.38% | −74−0.4% | 減碼 |
| AdvisorNet Financial, Inc | 18,086 | $151.6 萬 | 0.09% | +1,451+8.7% | 加碼 |
| Excalibur Management Corp | 18,123 | $151.9 萬 | 0.55% | −115−0.6% | 減碼 |
| Chicago Trust Co NA | 18,142 | $152.1 萬 | 0.21% | +2,187+13.7% | 加碼 |
| Providence Wealth Advisors, LLC | 17,506 | $152.1 萬 | 0.96% | +476+2.8% | 加碼 |
| Northern Oak Wealth Management Inc | 18,162 | $152.2 萬 | 0.19% | +136+0.8% | 加碼 |
| SeaBridge Investment Advisors LLC | 18,185 | $152.4 萬 | 0.25% | −4,455−19.7% | 減碼 |
| Shell Asset Management Co | 18,225 | $152.8 萬 | 0.15% | −28,498−61.0% | 減碼 |
| Change Path, LLC | 18,232 | $152.8 萬 | 0.04% | +2,499+15.9% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 18,263 | $153.1 萬 | 0.03% | +467+2.6% | 加碼 |
| Trust Co of Toledo NA | 18,320 | $153.6 萬 | 0.15% | −194−1.0% | 減碼 |
| Jacobi Capital Management LLC | 18,333 | $153.7 萬 | 0.09% | +567+3.2% | 加碼 |
| AlphaCore Capital LLC | 18,510 | $155.1 萬 | 0.05% | +4,343+30.7% | 加碼 |
| William B. Walkup & Associates, Inc. | 18,632 | $156.2 萬 | 0.84% | −50.0% | 減碼 |
| Retirement Planning Co of New England, Inc. | 18,669 | $156.5 萬 | 0.63% | +198+1.1% | 加碼 |
| LexAurum Advisors, LLC | 18,719 | $156.9 萬 | 0.22% | −80−0.4% | 減碼 |
| M.E. Allison & Co., Inc. | 18,779 | $157.4 萬 | 1.10% | +27+0.1% | 加碼 |
| Keystone Financial Services | 18,804 | $157.6 萬 | 0.49% | +1,004+5.6% | 加碼 |
| Essex Financial Services, Inc. | 18,853 | $158.0 萬 | 0.09% | +495+2.7% | 加碼 |
| London Co of Virginia | 18,909 | $158.5 萬 | 0.01% | −9,232−32.8% | 減碼 |
| American State Bank (Iowa) | 18,911 | $158.5 萬 | 0.81% | −361−1.9% | 減碼 |
| Mainstay Capital Management LLC | 18,980 | $159.1 萬 | 0.16% | −18,072−48.8% | 減碼 |
| Sweeney & Michel, LLC | 20,584 | $159.8 萬 | 0.54% | −1,573−7.1% | 減碼 |
| Summit Wealth Group LLC | 35,263 | $160.1 萬 | 0.22% | +30,684+670.1% | 加碼 |
| VestGen Advisors, LLC | 19,108 | $160.2 萬 | 0.05% | −509−2.6% | 減碼 |
| First Bank & Trust | 19,114 | $160.2 萬 | 0.27% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 19,116 | $160.2 萬 | 0.54% | +376+2.0% | 加碼 |
| Wolverine Trading, LLC | 18,974 | $160.6 萬 | 0.03% | −21,679−53.3% | 減碼 |
| Fulton Bank, N.A. | 19,170 | $160.7 萬 | 0.06% | −962−4.8% | 減碼 |
| Eaton Financial Holdings Company, LLC | 19,183 | $160.8 萬 | 0.45% | −205−1.1% | 減碼 |
| Tealwood Asset Management Inc | 19,185 | $160.8 萬 | 0.65% | −340−1.7% | 減碼 |
| Busey Wealth Management | 19,207 | $161.0 萬 | 0.04% | +2,357+14.0% | 加碼 |
| BLB&B Advisors, LLC | 19,238 | $161.3 萬 | 0.07% | +3,448+21.8% | 加碼 |
| Accretive Wealth Partners, LLC | 19,268 | $161.5 萬 | 0.49% | +1,074+5.9% | 加碼 |
| Cito Capital Group, LLC | 19,503 | $163.5 萬 | 0.47% | −5,000−20.4% | 減碼 |
| Washington Trust Bank | 19,523 | $163.6 萬 | 0.12% | +258+1.3% | 加碼 |
| Savvy Advisors, Inc. | 19,553 | $163.9 萬 | 0.08% | +2,404+14.0% | 加碼 |
| Gibbs Wealth Management | 19,601 | $164.3 萬 | 0.37% | −2,018−9.3% | 減碼 |
| Chicago Capital, LLC | 19,756 | $165.6 萬 | 0.04% | +500+2.6% | 加碼 |
| Breakwater Capital Group | 19,792 | $165.9 萬 | 0.24% | −183−0.9% | 減碼 |
| Hartford Funds Management Co LLC | 19,825 | $166.2 萬 | 0.14% | −2,984−13.1% | 減碼 |
| First Dallas Securities Inc. | 19,834 | $166.2 萬 | 0.62% | +1,154+6.2% | 加碼 |
| Exencial Wealth Advisors, LLC | 19,847 | $166.4 萬 | 0.05% | +1,838+10.2% | 加碼 |
| PFG Investments, LLC | 19,931 | $167.1 萬 | 0.09% | +243+1.2% | 加碼 |
| First Financial Bank - Trust Division | 19,955 | $167.3 萬 | 0.14% | −155−0.8% | 減碼 |