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 2,883 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
- 2,664
- 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 966 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $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 |
|---|---|---|---|---|---|
| Investment Partners, Ltd. | 2,866 | $24.0 萬 | 0.08% | +76+2.7% | 加碼 |
| NewSquare Capital LLC | 2,867 | $24.0 萬 | 0.02% | +67+2.4% | 加碼 |
| WBI Investments | 2,868 | $24.0 萬 | 0.06% | +2,868 | 新進 |
| WT Wealth Management | 2,882 | $24.2 萬 | 0.07% | −700−19.5% | 減碼 |
| Sunburst Financial Group, LLC | 2,886 | $24.2 萬 | 0.05% | −200−6.5% | 減碼 |
| Fusion Capital, LLC | 2,782 | $24.2 萬 | 0.07% | −6−0.2% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 2,893 | $24.2 萬 | 0.02% | +243+9.2% | 加碼 |
| True Link Financial Advisors, LLC | 2,897 | $24.3 萬 | 0.02% | −600−17.2% | 減碼 |
| Hickory Point Bank & Trust | 2,900 | $24.3 萬 | 0.18% | −127−4.2% | 減碼 |
| Wall Street Financial Group, Inc. | 2,915 | $24.4 萬 | 0.18% | +2,915 | 新進 |
| Hengehold Capital Management LLC | 2,922 | $24.5 萬 | 0.02% | −80−2.7% | 減碼 |
| City State Bank | 2,929 | $24.6 萬 | 0.07% | −250−7.9% | 減碼 |
| Bank of Hawaii | 2,930 | $24.6 萬 | 0.01% | +14+0.5% | 加碼 |
| Bangor Savings Bank | 2,935 | $24.6 萬 | 0.02% | −350−10.7% | 減碼 |
| KWMG, LLC | 2,937 | $24.6 萬 | 0.02% | +24+0.8% | 加碼 |
| Phoenix Wealth Advisors | 2,939 | $24.6 萬 | 0.09% | +2,939 | 新進 |
| Northwest Bancshares, Inc. | 2,939 | $24.6 萬 | 0.04% | −200−6.4% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 2,850 | $24.6 萬 | 0.18% | −451−13.7% | 減碼 |
| Uptown Financial Advisors LLC | 2,940 | $24.6 萬 | 0.22% | 00.0% | 不變 |
| Cinctive Capital Management LP | 2,950 | $24.7 萬 | 0.01% | −60,923−95.4% | 減碼 |
| Next Level Private LLC | 3,066 | $24.7 萬 | 0.07% | +201+7.0% | 加碼 |
| Financial Management Network Inc | 3,070 | $24.8 萬 | 0.04% | −700−18.6% | 減碼 |
| McLean Asset Management Corp | 3,073 | $24.8 萬 | 0.05% | +25+0.8% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 2,959 | $24.8 萬 | 0.06% | −128−4.1% | 減碼 |
| Panoramic Capital Partners, LLC | 2,961 | $24.8 萬 | 0.16% | +36+1.2% | 加碼 |
| Thompson Davis & Co., Inc. | 2,965 | $24.8 萬 | 0.15% | −891−23.1% | 減碼 |
| Warren Street Wealth Advisors, LLC | 2,968 | $24.9 萬 | 0.07% | +170+6.1% | 加碼 |
| DecisionMap Wealth Management, LLC | 2,969 | $24.9 萬 | 0.16% | −773−20.7% | 減碼 |
| Davis Investment Partners, LLC | 3,080 | $24.9 萬 | 0.09% | −658−17.6% | 減碼 |
| Ironwood Financial, llc | 2,972 | $24.9 萬 | 0.04% | −169−5.4% | 減碼 |
| Goldstone Financial Group, LLC | 2,973 | $24.9 萬 | 0.03% | +71+2.4% | 加碼 |
| Gen-Wealth Partners Inc | 2,974 | $24.9 萬 | 0.08% | +1,489+100.3% | 加碼 |
| Kera Capital Partners, Inc. | 2,976 | $24.9 萬 | 0.04% | +29+1.0% | 加碼 |
| SOA Wealth Advisors, LLC. | 2,978 | $25.0 萬 | 0.04% | 00.0% | 不變 |
| North Capital, Inc. | 2,986 | $25.0 萬 | 0.19% | −4−0.1% | 減碼 |
| JPL Wealth Management, LLC | 2,989 | $25.1 萬 | 0.06% | +2,989 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 2,994 | $25.1 萬 | 0.08% | +800+36.5% | 加碼 |
| AXS Investments LLC | 2,996 | $25.1 萬 | 0.08% | +213+7.7% | 加碼 |
| Torray LLC | 3,000 | $25.1 萬 | 0.03% | 00.0% | 不變 |
| CPA Asset Management LLC | 3,003 | $25.2 萬 | 0.10% | +23+0.8% | 加碼 |
| Fiducient Advisors LLC | 3,010 | $25.2 萬 | 0.03% | +3,010 | 新進 |
| RW Investment Management LLC | 3,014 | $25.3 萬 | 0.03% | 00.0% | 不變 |
| Canvas Wealth Advisors, LLC | 3,132 | $25.3 萬 | 0.05% | +23+0.7% | 加碼 |
| Investment Advisory Services Inc | 3,020 | $25.3 萬 | 0.08% | +12+0.4% | 加碼 |
| Demars Financial Group, LLC | 3,024 | $25.3 萬 | 0.09% | +3,024 | 新進 |
| Scott Capital Advisors, LLC | 3,187 | $25.4 萬 | 0.06% | −164−4.9% | 減碼 |
| Compass Financial Services Inc | 3,039 | $25.5 萬 | 0.11% | +506+20.0% | 加碼 |
| Smith & Howard Wealth Management, LLC | 3,040 | $25.5 萬 | 0.06% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 3,041 | $25.5 萬 | 0.01% | −132−4.2% | 減碼 |
| Tompkins Financial Corp | 3,045 | $25.5 萬 | 0.02% | 00.0% | 不變 |
| Avalon Trust Co | 3,045 | $25.5 萬 | 0.02% | +2,275+295.5% | 加碼 |
| Advisory Resource Group | 3,046 | $25.5 萬 | 0.05% | +16+0.5% | 加碼 |
| Leelyn Smith, LLC | 3,050 | $25.6 萬 | 0.04% | 00.0% | 不變 |
| Cannon Advisors, Inc. | 3,031 | $25.6 萬 | 0.17% | +3,031 | 新進 |
| Werba Rubin Papier Wealth Management | 3,058 | $25.6 萬 | 0.04% | +420+15.9% | 加碼 |
| International Private Wealth Advisors LLC | 3,065 | $25.7 萬 | 0.16% | −4−0.1% | 減碼 |
| Clear Creek Financial Management, LLC | 3,070 | $25.7 萬 | 0.02% | +398+14.9% | 加碼 |
| Jessup Wealth Management, Inc | 3,072 | $25.8 萬 | 0.10% | 00.0% | 不變 |
| Braun-Bostich & Associates Inc. | 3,073 | $25.8 萬 | 0.16% | +87+2.9% | 加碼 |
| AGH Wealth Advisors, LLC | 3,073 | $25.8 萬 | 0.19% | +306+11.1% | 加碼 |
| Sculati Wealth Management, LLC | 3,074 | $25.8 萬 | 0.09% | 00.0% | 不變 |
| Northern Capital Management, Inc. | 3,090 | $25.9 萬 | 0.14% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 3,097 | $26.0 萬 | 0.02% | −1,341−30.2% | 減碼 |
| New Covenant Trust Company, N.A. | 3,107 | $26.0 萬 | 0.24% | −684−18.0% | 減碼 |
| Ellevest, Inc. | 3,111 | $26.1 萬 | 0.04% | −1,568−33.5% | 減碼 |
| Hemington Wealth Management | 3,125 | $26.1 萬 | 0.03% | +177+6.0% | 加碼 |
| RDA Financial Network | 3,117 | $26.1 萬 | 0.06% | +151+5.1% | 加碼 |
| Hummer Financial Advisory Services Inc | 3,126 | $26.2 萬 | 0.19% | 00.0% | 不變 |
| Grandview Asset Management LLC | 3,127 | $26.2 萬 | 0.07% | +3,127 | 新進 |
| Apriem Advisors | 3,137 | $26.3 萬 | 0.02% | +97+3.2% | 加碼 |
| South Plains Financial, Inc. | 3,139 | $26.3 萬 | 0.16% | 00.0% | 不變 |
| Blue Fin Capital, Inc. | 3,143 | $26.3 萬 | 0.04% | 00.0% | 不變 |
| IFC Advisors LLC | 3,149 | $26.4 萬 | 0.05% | +479+17.9% | 加碼 |
| Redwood Investment Management, LLC | 3,145 | $26.4 萬 | 0.03% | −507−13.9% | 減碼 |
| Juncture Wealth Strategies, LLC | 3,150 | $26.4 萬 | 0.09% | −500−13.7% | 減碼 |
| Atwood & Palmer Inc | 3,156 | $26.5 萬 | 0.02% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 3,158 | $26.5 萬 | 0.00% | +147+4.9% | 加碼 |
| Patton Fund Management, Inc. | 3,158 | $26.5 萬 | 0.05% | 00.0% | 不變 |
| Forza Wealth Management, LLC | 3,164 | $26.5 萬 | 0.10% | 00.0% | 不變 |
| Blalock Williams, LLC | 3,169 | $26.6 萬 | 0.23% | +262+9.0% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 3,179 | $26.7 萬 | 0.20% | +17+0.5% | 加碼 |
| Greenwich Wealth Management LLC | 3,184 | $26.7 萬 | 0.01% | +3,184 | 新進 |
| Brave Asset Management Inc | 3,187 | $26.7 萬 | 0.07% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,190 | $26.7 萬 | 0.02% | −468−12.8% | 減碼 |
| Caledonia (Private) Investments Pty Ltd | 3,198 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Horst & Graben Wealth Management LLC | 3,199 | $26.8 萬 | 0.04% | +80+2.6% | 加碼 |
| Asset Planning,Inc | 3,201 | $26.8 萬 | 0.19% | +216+7.2% | 加碼 |
| Missouri Trust & Investment Co | 3,208 | $26.9 萬 | 0.08% | +603+23.1% | 加碼 |
| Penserra Capital Management LLC | 3,227 | $26.9 萬 | 0.00% | +3+0.1% | 加碼 |
| BNC Wealth Management, LLC | 3,216 | $27.0 萬 | 0.07% | +250+8.4% | 加碼 |
| Navis Wealth Advisors, LLC | 3,225 | $27.0 萬 | 0.20% | 00.0% | 不變 |
| Hoxton Planning & Management, LLC | 3,226 | $27.0 萬 | 0.09% | −12−0.4% | 減碼 |
| Finer Wealth Management, Inc. | 3,230 | $27.1 萬 | 0.13% | −34−1.0% | 減碼 |
| United Bank | 3,231 | $27.1 萬 | 0.09% | −63−1.9% | 減碼 |
| May Hill Capital, LLC | 3,235 | $27.1 萬 | 0.08% | +171+5.6% | 加碼 |
| Aletheian Wealth Advisors LLC | 3,236 | $27.1 萬 | 0.13% | −80−2.4% | 減碼 |
| Nixon Peabody Trust Co | 3,236 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| GDS Wealth Management | 3,240 | $27.2 萬 | 0.02% | +326+11.2% | 加碼 |
| Heartwood Wealth Advisors LLC | 3,244 | $27.2 萬 | 0.03% | 00.0% | 不變 |
| Sutton Place Investors LLC | 3,248 | $27.2 萬 | 0.16% | +47+1.5% | 加碼 |