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 |
|---|---|---|---|---|---|
| Pictet Bank & Trust Ltd | 25,918 | $217.2 萬 | 2.61% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 25,966 | $217.6 萬 | 0.01% | +195+0.8% | 加碼 |
| Connable Office Inc | 25,971 | $217.7 萬 | 0.20% | −12,251−32.1% | 減碼 |
| Everett Harris & Co | 25,981 | $217.8 萬 | 0.03% | +60+0.2% | 加碼 |
| Conning Inc. | 26,054 | $218.4 萬 | 0.07% | 00.0% | 不變 |
| LRI Investments, LLC | 26,284 | $220.3 萬 | 0.18% | +18,628+243.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 26,310 | $220.5 萬 | 0.17% | +10,144+62.7% | 加碼 |
| Harold Davidson & Associates Inc. | 26,861 | $225.1 萬 | 1.02% | +9,440+54.2% | 加碼 |
| Adviser Investments LLC | 26,886 | $225.4 萬 | 0.03% | +1,455+5.7% | 加碼 |
| Potomac Fund Management Inc | 26,939 | $225.8 萬 | 0.10% | −1,207−4.3% | 減碼 |
| Sunbelt Securities, Inc. | 26,969 | $226.1 萬 | 0.16% | +3,554+15.2% | 加碼 |
| West Branch Capital LLC | 26,985 | $226.2 萬 | 0.59% | +2,086+8.4% | 加碼 |
| Diversify Advisory Services, LLC | 25,959 | $226.6 萬 | 0.08% | +241+0.9% | 加碼 |
| Trinity Financial Advisors LLC | 27,246 | $228.4 萬 | 0.66% | +1,862+7.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 27,275 | $228.6 萬 | 0.06% | −128,353−82.5% | 減碼 |
| First American Trust, FSB | 27,365 | $229.4 萬 | 0.17% | −141,660−83.8% | 減碼 |
| Walter & Keenan Financial Consulting Co | 27,376 | $229.5 萬 | 0.64% | +37+0.1% | 加碼 |
| Rothschild Investment LLC | 27,405 | $229.7 萬 | 0.13% | −1,261−4.4% | 減碼 |
| Peak Asset Management, LLC | 27,491 | $230.4 萬 | 0.40% | −418−1.5% | 減碼 |
| Glaxis Capital Management, LLC | 27,697 | $232.2 萬 | 3.85% | +5,000+22.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 27,700 | $232.2 萬 | 0.32% | +1,020+3.8% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 27,886 | $233.7 萬 | 0.06% | −924−3.2% | 減碼 |
| Private Wealth Asset Management, LLC | 27,995 | $234.7 萬 | 0.28% | −891−3.1% | 減碼 |
| Two Sigma Securities, LLC | 28,034 | $235.0 萬 | 0.35% | +16,476+142.6% | 加碼 |
| Bayesian Capital Management, LP | 28,100 | $235.5 萬 | 0.48% | −109,300−79.5% | 減碼 |
| N.E.W. Advisory Services LLC | 28,289 | $237.1 萬 | 0.21% | +108+0.4% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 28,337 | $237.5 萬 | 0.49% | +14,285+101.7% | 加碼 |
| Mystic Asset Management, Inc. | 28,520 | $239.1 萬 | 0.54% | +285+1.0% | 加碼 |
| Peoples Bank | 28,664 | $240.3 萬 | 2.39% | −13,474−32.0% | 減碼 |
| Massmutual Trust Co FSB | 28,665 | $240.3 萬 | 0.06% | −598−2.0% | 減碼 |
| Coppell Advisory Solutions LLC | 28,516 | $241.4 萬 | 0.26% | −1,552−5.2% | 減碼 |
| JT Stratford LLC | 28,851 | $241.8 萬 | 0.32% | +5,876+25.6% | 加碼 |
| Cary Street Partners Financial LLC | 28,913 | $242.3 萬 | 0.06% | −855−2.9% | 減碼 |
| Carret Asset Management, LLC | 28,982 | $242.9 萬 | 0.24% | −130−0.4% | 減碼 |
| Pacifica Partners Inc. | 30,051 | $243.0 萬 | 0.87% | −142−0.5% | 減碼 |
| Courier Capital LLC | 29,074 | $243.7 萬 | 0.14% | +10,127+53.4% | 加碼 |
| Salzhauer Michael | 88,707 | $244.0 萬 | 1.43% | −16,000−15.3% | 減碼 |
| Central Pacific Bank - Trust Division | 29,153 | $244.4 萬 | 0.30% | −4,800−14.1% | 減碼 |
| First Citizens Bank & Trust Co | 29,212 | $244.9 萬 | 0.05% | +955+3.4% | 加碼 |
| Skopos Labs, Inc. | 30,872 | $245.4 萬 | 0.33% | −1,332−4.1% | 減碼 |
| Roxbury Financial LLC | 29,288 | $245.5 萬 | 2.27% | −439−1.5% | 減碼 |
| Alyeska Investment Group, L.P. | 29,315 | $245.7 萬 | 0.01% | −189,485−86.6% | 減碼 |
| Lawson Kroeker Investment Management Inc | 29,395 | $246.4 萬 | 0.45% | −50−0.2% | 減碼 |
| Arete Wealth Advisors, LLC | 29,466 | $247.2 萬 | 0.15% | +1,435+5.1% | 加碼 |
| Polymer Capital Management (US) LLC | 29,502 | $247.3 萬 | 0.33% | −5,292−15.2% | 減碼 |
| Westmount Partners, LLC | 30,603 | $247.5 萬 | 0.64% | −472−1.5% | 減碼 |
| Neville Rodie & Shaw Inc | 29,602 | $248.1 萬 | 0.18% | 00.0% | 不變 |
| Riverchase Wealth Management, LLC | 29,603 | $248.1 萬 | 1.41% | +29,603 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 29,630 | $248.4 萬 | 0.06% | +15,784+114.0% | 加碼 |
| Soltis Investment Advisors LLC | 29,663 | $248.6 萬 | 0.17% | +5,064+20.6% | 加碼 |
| Shelton Wealth Management, LLC | 29,696 | $248.9 萬 | 1.16% | +21+0.1% | 加碼 |
| Argent Advisors, Inc. | 29,826 | $250.0 萬 | 0.74% | +877+3.0% | 加碼 |
| Xcel Wealth Management, LLC | 29,865 | $250.3 萬 | 0.65% | −100.0% | 減碼 |
| Dynamic Advisor Solutions LLC | 29,937 | $250.9 萬 | 0.07% | +3,252+12.2% | 加碼 |
| Scott & Selber, Inc. | 29,942 | $251.0 萬 | 0.64% | −470−1.5% | 減碼 |
| Mutual Advisors, LLC | 29,742 | $251.2 萬 | 0.06% | +6,802+29.7% | 加碼 |
| Diversify Wealth Management, LLC | 28,886 | $252.2 萬 | 0.15% | −268−0.9% | 減碼 |
| Independent Financial Group, LLC | 30,173 | $252.9 萬 | 0.06% | +6,693+28.5% | 加碼 |
| Harbour Investments, Inc. | 30,179 | $253.0 萬 | 0.06% | +80.0% | 加碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $254.8 萬 | 0.16% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 30,419 | $255.0 萬 | 0.56% | −2,342−7.1% | 減碼 |
| National Asset Management, Inc. | 30,458 | $255.3 萬 | 0.12% | −1,497−4.7% | 減碼 |
| Iams Wealth Management, LLC | 30,530 | $255.9 萬 | 1.03% | −953−3.0% | 減碼 |
| Granite Investment Partners, LLC | 30,587 | $256.4 萬 | 0.15% | 00.0% | 不變 |
| Portfolio Design Labs, LLC | 30,598 | $256.5 萬 | 0.44% | +16,697+120.1% | 加碼 |
| ZWJ Investment Counsel Inc | 30,860 | $258.7 萬 | 0.09% | +79+0.3% | 加碼 |
| Smith Shellnut Wilson LLC | 30,922 | $259.2 萬 | 1.00% | +31+0.1% | 加碼 |
| Bailard, Inc. | 30,945 | $259.4 萬 | 0.06% | +64+0.2% | 加碼 |
| GM Advisory Group, Inc. | 30,948 | $259.4 萬 | 0.11% | −2,460−7.4% | 減碼 |
| Clear Harbor Asset Management, LLC | 31,168 | $261.3 萬 | 0.18% | −15,925−33.8% | 減碼 |
| Applied Capital LLC | 31,184 | $261.4 萬 | 1.87% | −271−0.9% | 減碼 |
| Richard Bernstein Advisors LLC | 31,230 | $261.8 萬 | 0.07% | −37,940−54.9% | 減碼 |
| Venture Visionary Partners LLC | 31,277 | $262.2 萬 | 0.09% | −2,579−7.6% | 減碼 |
| Argus Investors' Counsel, Inc. | 31,327 | $262.6 萬 | 2.09% | −95−0.3% | 減碼 |
| Dynasty Wealth Management, LLC | 31,347 | $262.7 萬 | 0.04% | +9,439+43.1% | 加碼 |
| Johnson Investment Counsel Inc | 31,395 | $263.2 萬 | 0.02% | +33+0.1% | 加碼 |
| Cigna Investments Inc | 31,504 | $264.0 萬 | 0.37% | −553−1.7% | 減碼 |
| Thoroughbred Financial Services, LLC | 31,533 | $264.3 萬 | 0.16% | +626+2.0% | 加碼 |
| Avantra Family Wealth, Inc. | 31,537 | $264.3 萬 | 1.98% | −520−1.6% | 減碼 |
| Islay Capital Management, LLC | 31,555 | $264.5 萬 | 1.52% | +4,160+15.2% | 加碼 |
| One Wealth Advisors, LLC | 31,601 | $264.9 萬 | 0.33% | −1,087−3.3% | 減碼 |
| Auxier Asset Management | 31,627 | $265.1 萬 | 0.37% | 00.0% | 不變 |
| Jain Global LLC | 31,632 | $265.1 萬 | 0.03% | −150,228−82.6% | 減碼 |
| Capital Markets Trading UK LLP | 31,866 | $267.1 萬 | 2.73% | +17,199+117.3% | 加碼 |
| Baker Avenue Asset Management, LP | 32,004 | $268.3 萬 | 0.06% | +892+2.9% | 加碼 |
| HAP Trading, LLC | 32,032 | $268.5 萬 | 0.74% | +32,032 | 新進 |
| AF Advisors, Inc. | 32,040 | $268.6 萬 | 1.09% | 00.0% | 不變 |
| Syon Capital LLC | 32,071 | $268.8 萬 | 0.14% | +6,360+24.7% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $269.9 萬 | 0.71% | 00.0% | 不變 |
| Northside Capital Management, LLC | 32,273 | $270.5 萬 | 0.25% | −76−0.2% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 32,277 | $270.5 萬 | 0.19% | +2,738+9.3% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,288 | $270.6 萬 | 1.10% | +133+0.4% | 加碼 |
| Advocate Group LLC | 32,367 | $271.3 萬 | 0.45% | −66−0.2% | 減碼 |
| Drucker Wealth 3.0, LLC | 32,408 | $271.6 萬 | 0.48% | −27,003−45.5% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 32,470 | $272.2 萬 | 1.37% | +16,350+101.4% | 加碼 |
| Massachusetts Wealth Management | 32,717 | $274.2 萬 | 1.36% | +400+1.2% | 加碼 |
| Ally Financial Inc. | 33,000 | $276.6 萬 | 0.34% | +33,000 | 新進 |
| First National Bank Sioux Falls | 33,125 | $277.7 萬 | 0.87% | +18,958+133.8% | 加碼 |
| Bennett Selby Investments LP | 33,175 | $278.1 萬 | 0.92% | +70.0% | 加碼 |
| St. Louis Financial Planners Asset Management, LLC | 33,271 | $278.9 萬 | 1.80% | +33,271 | 新進 |