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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 33,315 | $279.3 萬 | 0.10% | +17,199+106.7% | 加碼 |
| Frank, Rimerman Advisors LLC | 33,324 | $279.3 萬 | 0.18% | +3,086+10.2% | 加碼 |
| Lummis Asset Management, LP | 33,350 | $279.5 萬 | 1.84% | −145−0.4% | 減碼 |
| Aaron Wealth Advisors | 33,499 | $280.8 萬 | 0.17% | +11,082+49.4% | 加碼 |
| Snowden Capital Advisors LLC | 33,589 | $281.5 萬 | 0.08% | +3,608+12.0% | 加碼 |
| Triangle Securities Wealth Management | 33,649 | $282.0 萬 | 0.64% | +3,750+12.5% | 加碼 |
| David Loasby | 34,772 | $282.1 萬 | 0.22% | +654+1.9% | 加碼 |
| Aptus Capital Advisors, LLC | 33,780 | $283.1 萬 | 0.03% | +1,021+3.1% | 加碼 |
| Tradition Wealth Management, LLC | 33,804 | $283.3 萬 | 0.21% | +4,193+14.2% | 加碼 |
| Hillsdale Investment Management Inc. | 33,812 | $283.4 萬 | 0.09% | +28,500+536.5% | 加碼 |
| GHP Investment Advisors, Inc. | 33,880 | $284.0 萬 | 0.12% | +418+1.2% | 加碼 |
| Marks Group Wealth Management, Inc | 33,926 | $284.4 萬 | 0.26% | +508+1.5% | 加碼 |
| Marotta Asset Management | 35,181 | $284.5 萬 | 0.54% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 33,997 | $285.0 萬 | 0.07% | +3,959+13.2% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 34,409 | $288.4 萬 | 0.46% | −3,265−8.7% | 減碼 |
| Foundations Investment Advisors, LLC | 34,483 | $289.0 萬 | 0.04% | −9,362−21.4% | 減碼 |
| NBT Bank N A | 34,551 | $289.6 萬 | 0.19% | −1,235−3.5% | 減碼 |
| Golden State Equity Partners | 34,736 | $291.2 萬 | 0.49% | +461+1.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,975 | $293.2 萬 | 0.06% | +5,365+18.1% | 加碼 |
| Cidel Asset Management Inc | 35,270 | $295.6 萬 | 0.17% | −3,290−8.5% | 減碼 |
| Fiduciary Family Office, LLC | 35,593 | $298.3 萬 | 0.85% | −2,028−5.4% | 減碼 |
| Marco Investment Management LLC | 35,651 | $298.8 萬 | 0.23% | +317+0.9% | 加碼 |
| Keystone Wealth Services, LLC | 35,972 | $301.5 萬 | 0.66% | −70.0% | 減碼 |
| SBI Securities Co., Ltd. | 35,987 | $301.6 萬 | 0.08% | −572−1.6% | 減碼 |
| Silvant Capital Management LLC | 35,989 | $301.7 萬 | 0.10% | +4,130+13.0% | 加碼 |
| Wesbanco Bank Inc | 36,384 | $305.0 萬 | 0.08% | −5,838−13.8% | 減碼 |
| NWF Advisory Services Inc. | 36,392 | $305.0 萬 | 0.33% | −3,733−9.3% | 減碼 |
| Bryn Mawr Trust Co | 36,467 | $305.7 萬 | 0.07% | −32,224−46.9% | 減碼 |
| Chicago Partners Investment Group LLC | 35,287 | $306.6 萬 | 0.08% | +526+1.5% | 加碼 |
| Stableford Capital II LLC | 36,600 | $306.8 萬 | 1.11% | −58−0.2% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 36,622 | $307.0 萬 | 0.12% | −500−1.3% | 減碼 |
| Pring Turner Capital Group Inc | 36,725 | $307.8 萬 | 1.88% | −1,112−2.9% | 減碼 |
| Congress Park Capital LLC | 36,728 | $307.9 萬 | 0.96% | +404+1.1% | 加碼 |
| Sagespring Wealth Partners, LLC | 36,822 | $308.6 萬 | 0.06% | +4,677+14.5% | 加碼 |
| American Money Management, LLC | 36,860 | $309.0 萬 | 0.52% | +284+0.8% | 加碼 |
| Main Street Research LLC | 37,085 | $310.8 萬 | 0.17% | +18,703+101.7% | 加碼 |
| CTC LLC | 37,462 | $314.0 萬 | 0.13% | +80.0% | 加碼 |
| Legato Capital Management LLC | 37,484 | $314.2 萬 | 0.34% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 37,485 | $314.2 萬 | 0.10% | 00.0% | 不變 |
| Financiere des Professionnels - Fonds d,investissement inc. | 37,554 | $314.8 萬 | 0.18% | +1,071+2.9% | 加碼 |
| Franklin Street Advisors Inc | 37,606 | $315.2 萬 | 0.18% | −4,995−11.7% | 減碼 |
| Aspen Grove Capital, LLC | 37,675 | $315.8 萬 | 0.53% | −774−2.0% | 減碼 |
| United Asset Strategies, Inc. | 37,686 | $315.9 萬 | 0.25% | −726−1.9% | 減碼 |
| Naviter Wealth, LLC | 37,750 | $316.4 萬 | 0.37% | +1,847+5.1% | 加碼 |
| Central Trust Co | 37,838 | $317.2 萬 | 0.07% | −2,212−5.5% | 減碼 |
| Pitcairn Co | 37,920 | $317.8 萬 | 0.25% | −12,878−25.4% | 減碼 |
| Quantitative Investment Management, LLC | 37,972 | $318.2 萬 | 0.44% | −22,192−36.9% | 減碼 |
| WCG Wealth Advisors LLC | 38,021 | $318.7 萬 | 0.20% | −5,218−12.1% | 減碼 |
| Sumitomo Life Insurance Co | 38,089 | $319.3 萬 | 0.10% | −1,233−3.1% | 減碼 |
| Capital Investment Counsel, Inc | 38,167 | $319.9 萬 | 0.39% | −745−1.9% | 減碼 |
| Griffith & Werner, Inc. | 37,263 | $320.8 萬 | 1.66% | +37,263 | 新進 |
| Guerra Advisors Inc | 38,439 | $322.2 萬 | 1.19% | +11,594+43.2% | 加碼 |
| Cunning Capital Partners, LP | 38,454 | $322.3 萬 | 1.49% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 38,088 | $322.4 萬 | 0.20% | +13,393+54.2% | 加碼 |
| Evercore Wealth Management, LLC | 38,475 | $322.5 萬 | 0.05% | +1,400+3.8% | 加碼 |
| Catalyst Funds Management Pty Ltd | 38,500 | $322.7 萬 | 0.49% | +38,500 | 新進 |
| Miracle Mile Advisors, LLC | 38,509 | $322.8 萬 | 0.05% | +1,172+3.1% | 加碼 |
| Apella Capital, LLC | 38,613 | $324.3 萬 | 0.07% | +4,877+14.5% | 加碼 |
| Ronald Blue Trust, Inc. | 38,768 | $324.9 萬 | 0.04% | −2,994−7.2% | 減碼 |
| Grimes & Company, Inc. | 38,932 | $326.3 萬 | 0.08% | +4,935+14.5% | 加碼 |
| Capital Investment Advisors, LLC | 39,021 | $327.1 萬 | 0.05% | −3,341−7.9% | 減碼 |
| Avestar Capital, LLC | 39,683 | $332.6 萬 | 0.24% | −3,198−7.5% | 減碼 |
| Fidelis Capital Partners, LLC | 39,938 | $334.8 萬 | 0.26% | +7,657+23.7% | 加碼 |
| Group One Trading, L.P. | 40,213 | $337.1 萬 | 0.10% | −51,178−56.0% | 減碼 |
| Capital Asset Advisory Services LLC | 40,298 | $337.8 萬 | 0.15% | +1,885+4.9% | 加碼 |
| RFG Advisory, LLC | 40,374 | $338.4 萬 | 0.07% | −355−0.9% | 減碼 |
| FSB Premier Wealth Management, Inc. | 40,457 | $339.1 萬 | 1.12% | +5,884+17.0% | 加碼 |
| SG Americas Securities, LLC | 40,469 | $339.2 萬 | 0.01% | −18,662−31.6% | 減碼 |
| Oarsman Capital, Inc. | 40,651 | $340.7 萬 | 0.48% | +621+1.6% | 加碼 |
| Rehmann Capital Advisory Group | 40,658 | $340.8 萬 | 0.19% | +1,623+4.2% | 加碼 |
| Trust Asset Management LLC | 40,968 | $343.4 萬 | 0.24% | 00.0% | 不變 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,971 | $343.4 萬 | 0.73% | −150−0.4% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 41,000 | $343.7 萬 | 0.26% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 41,011 | $343.8 萬 | 0.12% | −2,989−6.8% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 41,141 | $344.8 萬 | 0.39% | −902−2.1% | 減碼 |
| KCM Investment Advisors LLC | 41,229 | $345.6 萬 | 0.11% | +869+2.2% | 加碼 |
| Foster Group, Inc. | 41,273 | $346.0 萬 | 0.11% | +69+0.2% | 加碼 |
| Pallas Capital Advisors LLC | 41,309 | $346.3 萬 | 0.13% | +302+0.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 41,368 | $346.7 萬 | 0.07% | −680−1.6% | 減碼 |
| BDF-Gestion | 41,394 | $347.0 萬 | 0.41% | −8,606−17.2% | 減碼 |
| Atomi Financial Group, Inc. | 41,586 | $348.6 萬 | 0.11% | +4,189+11.2% | 加碼 |
| New Age Alpha Advisors, LLC | 41,612 | $348.8 萬 | 0.15% | −530−1.3% | 減碼 |
| Choate Investment Advisors | 41,712 | $349.6 萬 | 0.07% | +195+0.5% | 加碼 |
| Argyle Capital Management Inc. | 41,891 | $351.1 萬 | 1.21% | −45−0.1% | 減碼 |
| White Pine Capital LLC | 42,003 | $352.1 萬 | 1.01% | +71+0.2% | 加碼 |
| Benjamin Edwards Inc | 42,157 | $353.4 萬 | 0.04% | −102−0.2% | 減碼 |
| Parallel Advisors, LLC | 42,269 | $354.3 萬 | 0.06% | +1,601+3.9% | 加碼 |
| InvesTrust | 42,281 | $354.4 萬 | 1.30% | −91−0.2% | 減碼 |
| Johnson Financial Group, Inc. | 42,332 | $354.8 萬 | 0.13% | +7,895+22.9% | 加碼 |
| Tower Bridge Advisors | 42,676 | $357.7 萬 | 0.36% | +3,800+9.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 42,836 | $359.1 萬 | 0.11% | −1,518−3.4% | 減碼 |
| Cornercap Investment Counsel Inc | 42,916 | $359.7 萬 | 1.79% | −725−1.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 43,401 | $363.8 萬 | 0.05% | +404+0.9% | 加碼 |
| S&CO Inc | 43,578 | $365.2 萬 | 0.22% | −925−2.1% | 減碼 |
| Arkadios Wealth Advisors | 43,622 | $365.6 萬 | 0.09% | +17,223+65.2% | 加碼 |
| Twin City Private Wealth, LLC | 43,627 | $365.7 萬 | 2.85% | +1,403+3.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 49,919 | $365.9 萬 | 0.15% | −6,055−10.8% | 減碼 |
| Brown Brothers Harriman & Co | 43,671 | $366.1 萬 | 0.02% | +7,641+21.2% | 加碼 |
| Profund Advisors LLC | 43,673 | $366.1 萬 | 0.12% | +5,751+15.2% | 加碼 |
| Ballentine Partners, LLC | 43,723 | $366.5 萬 | 0.05% | +878+2.0% | 加碼 |