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 |
|---|---|---|---|---|---|
| Sage Rhino Capital LLC | 19,963 | $167.3 萬 | 0.32% | −1,252−5.9% | 減碼 |
| Leisure Capital Management | 19,981 | $167.5 萬 | 0.57% | 00.0% | 不變 |
| Harbor Advisors LLC | 20,000 | $167.6 萬 | 0.26% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 20,007 | $167.7 萬 | 0.06% | +2,617+15.0% | 加碼 |
| LS Investment Advisors, LLC | 20,213 | $169.4 萬 | 0.24% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 20,226 | $169.5 萬 | 0.95% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 20,255 | $169.8 萬 | 0.67% | +113+0.6% | 加碼 |
| Citadel Investment Advisory, Inc. | 20,341 | $170.5 萬 | 0.78% | 00.0% | 不變 |
| Miller Investment Management, LP | 20,342 | $170.5 萬 | 0.17% | −13,740−40.3% | 減碼 |
| CX Institutional | 20,422 | $171.2 萬 | 0.05% | −104−0.5% | 減碼 |
| IHT Wealth Management, LLC | 20,446 | $171.4 萬 | 0.04% | +1,680+9.0% | 加碼 |
| Ransom Advisory, Ltd | 20,536 | $172.1 萬 | 0.78% | −250−1.2% | 減碼 |
| Modera Wealth Management, LLC | 20,614 | $172.8 萬 | 0.02% | −1,211−5.5% | 減碼 |
| Country Club Bank | 20,459 | $173.2 萬 | 0.10% | −1,222−5.6% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 20,702 | $173.5 萬 | 0.19% | −376−1.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 20,805 | $174.4 萬 | 0.02% | +710+3.5% | 加碼 |
| Gryphon Financial Partners LLC | 20,858 | $174.8 萬 | 0.20% | +4,915+30.8% | 加碼 |
| Canandaigua National Bank & Trust Co | 20,910 | $175.3 萬 | 0.15% | +2,731+15.0% | 加碼 |
| Davidson Trust Co | 20,949 | $175.6 萬 | 0.72% | −872−4.0% | 減碼 |
| Meridian Wealth Management, LLC | 20,962 | $175.7 萬 | 0.07% | −3,000−12.5% | 減碼 |
| LJI Wealth Management, LLC | 20,964 | $175.7 萬 | 0.31% | −151−0.7% | 減碼 |
| Hussman Strategic Advisors, Inc. | 21,000 | $176.0 萬 | 0.38% | +21,000 | 新進 |
| Kennedy Investment Group | 21,010 | $176.1 萬 | 0.70% | +1,151+5.8% | 加碼 |
| Louisbourg Investments Inc. | 28,744 | $177.0 萬 | 0.39% | −100−0.3% | 減碼 |
| Martin & Co Inc | 21,237 | $178.0 萬 | 0.32% | 00.0% | 不變 |
| Founders Financial Securities LLC | 21,240 | $178.0 萬 | 0.12% | +608+2.9% | 加碼 |
| Caldwell Trust Co | 21,324 | $178.7 萬 | 0.17% | +2,125+11.1% | 加碼 |
| Insigneo Advisory Services, LLC | 21,354 | $179.0 萬 | 0.13% | +2,437+12.9% | 加碼 |
| Collar Capital Management, LLC | 21,362 | $179.1 萬 | 1.26% | −770−3.5% | 減碼 |
| Drive Wealth Management, LLC | 21,557 | $180.7 萬 | 0.38% | −3,959−15.5% | 減碼 |
| Fisher Asset Management, LLC | 21,572 | $180.8 萬 | 0.00% | −1,388−6.0% | 減碼 |
| Hilltop Holdings Inc. | 21,622 | $181.2 萬 | 0.10% | +2,163+11.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 20,864 | $181.3 萬 | 0.29% | +113+0.5% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 21,649 | $181.5 萬 | 0.10% | +176+0.8% | 加碼 |
| Aspiriant, LLC | 21,687 | $181.8 萬 | 0.06% | −963−4.3% | 減碼 |
| Pflug Koory, LLC | 21,691 | $181.8 萬 | 0.86% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 21,850 | $183.1 萬 | 0.24% | +20.0% | 加碼 |
| Holderness Investments Co | 21,901 | $183.6 萬 | 0.37% | −789−3.5% | 減碼 |
| Westpac Banking Corp | 21,935 | $183.9 萬 | 0.11% | −170−0.8% | 減碼 |
| Virtue Capital Management, LLC | 23,521 | $184.3 萬 | 0.40% | +16,438+232.1% | 加碼 |
| Pure Financial Advisors, Inc. | 22,039 | $184.7 萬 | 0.03% | +1,046+5.0% | 加碼 |
| Everhart Financial Group, Inc. | 22,065 | $184.9 萬 | 0.19% | +1,014+4.8% | 加碼 |
| Diversified Trust Co | 22,089 | $185.2 萬 | 0.04% | −4,690−17.5% | 減碼 |
| TRUE Private Wealth Advisors | 22,234 | $186.4 萬 | 0.19% | +1,733+8.5% | 加碼 |
| Burke & Herbert Bank & Trust Co | 22,291 | $186.8 萬 | 0.40% | 00.0% | 不變 |
| Virtue Asset Management LLC | 22,324 | $187.1 萬 | 1.54% | +22,324 | 新進 |
| Fiduciary Group LLC | 22,572 | $189.2 萬 | 0.17% | −1,122−4.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 22,578 | $189.2 萬 | 0.07% | −758−3.2% | 減碼 |
| Rossmore Private Capital | 22,760 | $190.8 萬 | 0.21% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 22,996 | $192.8 萬 | 0.12% | −21−0.1% | 減碼 |
| Citizens National Bank Trust Department | 23,117 | $193.8 萬 | 0.35% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 23,309 | $195.4 萬 | 0.13% | −296−1.3% | 減碼 |
| Welch Group, LLC | 23,405 | $196.2 萬 | 0.08% | +938+4.2% | 加碼 |
| Vista Investment Management | 23,468 | $196.7 萬 | 0.69% | −530−2.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 23,522 | $197.2 萬 | 0.04% | +6,613+39.1% | 加碼 |
| One Capital Management, LLC | 23,554 | $197.4 萬 | 0.06% | +828+3.6% | 加碼 |
| HBK Sorce Advisory LLC | 22,940 | $198.3 萬 | 0.05% | +405+1.8% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 23,706 | $198.7 萬 | 0.19% | +6,738+39.7% | 加碼 |
| Pinnacle Bancorp, Inc. | 23,716 | $198.8 萬 | 0.59% | −1,153−4.6% | 減碼 |
| Leavell Investment Management, Inc. | 23,933 | $200.6 萬 | 0.08% | +10.0% | 加碼 |
| Private Trust Co NA | 24,003 | $201.2 萬 | 0.18% | −3,281−12.0% | 減碼 |
| NBC Securities, Inc. | 24,023 | $201.4 萬 | 0.15% | −399−1.6% | 減碼 |
| Quest Partners LLC | 24,079 | $201.8 萬 | 0.13% | +22,107+1,121.0% | 加碼 |
| Crux Wealth Advisors | 24,090 | $201.9 萬 | 0.80% | +1,399+6.2% | 加碼 |
| Insight Advisors, LLC | 24,111 | $202.1 萬 | 0.31% | +13+0.1% | 加碼 |
| Cadinha & Co LLC | 24,184 | $202.7 萬 | 0.28% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 24,193 | $202.8 萬 | 0.05% | −794−3.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 24,230 | $203.1 萬 | 0.00% | +9,035+59.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 24,258 | $203.3 萬 | 0.04% | −431−1.7% | 減碼 |
| Fort Sheridan Advisors LLC | 24,270 | $203.4 萬 | 0.27% | +800+3.4% | 加碼 |
| Armis Advisers, LLC | 23,438 | $203.5 萬 | 0.19% | +3,376+16.8% | 加碼 |
| Meridian Investment Counsel Inc. | 24,303 | $203.7 萬 | 0.50% | +80.0% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 24,365 | $204.2 萬 | 0.14% | −1,702−6.5% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 24,374 | $204.3 萬 | 0.06% | +1,898+8.4% | 加碼 |
| Aviso Wealth Management | 24,410 | $204.6 萬 | 0.89% | +886+3.8% | 加碼 |
| Howard Capital Management Inc. | 24,411 | $204.6 萬 | 0.03% | −1,357−5.3% | 減碼 |
| Sage Mountain Advisors LLC | 24,725 | $207.2 萬 | 0.12% | +4,276+20.9% | 加碼 |
| Mather Group, LLC. | 24,760 | $207.5 萬 | 0.02% | +1,978+8.7% | 加碼 |
| Integrated Advisors Network LLC | 24,786 | $207.8 萬 | 0.09% | +1,290+5.5% | 加碼 |
| Jeppson Wealth Management, LLC | 24,820 | $208.0 萬 | 0.66% | −90−0.4% | 減碼 |
| La Banque Postale Asset Management SA | 24,822 | $208.1 萬 | 0.03% | −9,789−28.3% | 減碼 |
| Wright Investors Service Inc | 24,862 | $208.4 萬 | 0.60% | −2,664−9.7% | 減碼 |
| Laurel Wealth Advisors LLC | 24,885 | $208.6 萬 | 0.29% | +250+1.0% | 加碼 |
| Resources Management Corp | 24,903 | $208.7 萬 | 0.27% | −400−1.6% | 減碼 |
| Round Hill Asset Management | 24,912 | $208.8 萬 | 1.37% | −3,530−12.4% | 減碼 |
| Journey Strategic Wealth LLC | 24,954 | $209.2 萬 | 0.06% | +246+1.0% | 加碼 |
| Chemistry Wealth Management LLC | 24,959 | $209.2 萬 | 0.40% | −90−0.4% | 減碼 |
| Fieldview Capital Management, LLC | 25,073 | $210.2 萬 | 0.34% | +14,924+147.0% | 加碼 |
| LOM Asset Management Ltd | 25,137 | $210.7 萬 | 0.64% | +642+2.6% | 加碼 |
| Agf Management Ltd | 25,241 | $211.6 萬 | 0.01% | +14,908+144.3% | 加碼 |
| BLI - Banque de Luxembourg Investments | 25,000 | $211.9 萬 | 0.06% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 25,371 | $212.7 萬 | 0.07% | +4,988+24.5% | 加碼 |
| National Philanthropic Trust | 25,400 | $212.9 萬 | 0.02% | +1,275+5.3% | 加碼 |
| FOCUS Wealth Advisors, LLC | 25,466 | $213.5 萬 | 1.03% | +1,589+6.7% | 加碼 |
| Whittier Trust Co of Nevada Inc | 26,514 | $213.9 萬 | 0.05% | −141−0.5% | 減碼 |
| CWC Advisors, LLC. | 25,556 | $214.2 萬 | 1.05% | −330−1.3% | 減碼 |
| Premier Path Wealth Partners, LLC | 25,558 | $214.2 萬 | 0.28% | +599+2.4% | 加碼 |
| Princeton Global Asset Management LLC | 25,668 | $215.1 萬 | 0.36% | +25,169+5,043.9% | 加碼 |
| YHB Investment Advisors, Inc. | 25,701 | $215.4 萬 | 0.16% | −4,138−13.9% | 減碼 |
| Aventura Private Wealth, LLC | 25,747 | $215.8 萬 | 0.80% | +1,849+7.7% | 加碼 |