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 |
|---|---|---|---|---|---|
| Builder Investment Group Inc | 3,250 | $27.2 萬 | 0.06% | 00.0% | 不變 |
| Oak Thistle LLC | 3,253 | $27.3 萬 | 0.04% | −29,734−90.1% | 減碼 |
| Paragon Capital Management Ltd | 3,256 | $27.3 萬 | 0.05% | 00.0% | 不變 |
| Financial Advisory Corp | 3,254 | $27.3 萬 | 0.08% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 3,258 | $27.3 萬 | 0.10% | −1,876−36.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 3,259 | $27.3 萬 | 0.02% | −998−23.4% | 減碼 |
| Vivaldi Capital Management, LLC | 3,265 | $27.4 萬 | 0.04% | +36+1.1% | 加碼 |
| Hara Capital LLC | 3,273 | $27.4 萬 | 0.16% | 00.0% | 不變 |
| SummitTX Capital, L.P. | 3,275 | $27.5 萬 | 0.01% | +3,275 | 新進 |
| Boothbay Fund Management, LLC | 3,277 | $27.5 萬 | 0.01% | −12,425−79.1% | 減碼 |
| United Community Bank | 3,278 | $27.5 萬 | 0.09% | +485+17.4% | 加碼 |
| Acorn Wealth Advisors, LLC | 3,284 | $27.5 萬 | 0.09% | −365−10.0% | 減碼 |
| HC Advisors, LLC | 3,285 | $27.5 萬 | 0.19% | +10.0% | 加碼 |
| Yukon Wealth Management, Inc. | 3,287 | $27.6 萬 | 0.09% | +108+3.4% | 加碼 |
| Washington Capital Management Inc | 3,300 | $27.7 萬 | 0.20% | 00.0% | 不變 |
| Tempus Wealth Planning, LLC | 3,311 | $27.8 萬 | 0.06% | 00.0% | 不變 |
| Tounjian Advisory Partners, LLC | 3,312 | $27.8 萬 | 0.09% | −2,010−37.8% | 減碼 |
| Avenue 1 Advisors, LLC | 3,313 | $27.8 萬 | 0.09% | −15−0.5% | 減碼 |
| Capstone Financial Advisors, Inc. | 3,313 | $27.8 萬 | 0.02% | +85+2.6% | 加碼 |
| Crewe Advisors LLC | 3,318 | $27.8 萬 | 0.03% | +3,318 | 新進 |
| Cedar Point Capital Partners, LLC | 3,327 | $27.9 萬 | 0.18% | −25−0.7% | 減碼 |
| Embree Financial Group | 3,330 | $27.9 萬 | 0.04% | +126+3.9% | 加碼 |
| Vista Private Wealth Partners. LLC | 3,496 | $28.0 萬 | 0.09% | 00.0% | 不變 |
| Pacific Sage Partners, LLC | 3,346 | $28.0 萬 | 0.05% | −2−0.1% | 減碼 |
| ESL Trust Services, LLC | 3,352 | $28.1 萬 | 0.06% | +190+6.0% | 加碼 |
| Index Fund Advisors, Inc. | 3,353 | $28.1 萬 | 0.01% | +3,353 | 新進 |
| Whelan Financial | 3,353 | $28.1 萬 | 0.09% | +3,353 | 新進 |
| Edgemoor Investment Advisors, Inc. | 3,357 | $28.1 萬 | 0.02% | +435+14.9% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 3,362 | $28.2 萬 | 0.07% | 00.0% | 不變 |
| Claret Asset Management Corp | 3,365 | $28.2 萬 | 0.03% | 00.0% | 不變 |
| Foster & Motley Inc | 3,362 | $28.2 萬 | 0.02% | +369+12.3% | 加碼 |
| Johnson Wealth Management, LLC | 3,371 | $28.3 萬 | 0.16% | +3,371 | 新進 |
| Tobias Financial Advisors, Inc. | 3,390 | $28.4 萬 | 0.04% | +368+12.2% | 加碼 |
| Cozad Asset Management Inc | 3,399 | $28.5 萬 | 0.02% | −488−12.6% | 減碼 |
| Tred Avon Family Wealth, LLC | 3,400 | $28.5 萬 | 0.10% | +3,400 | 新進 |
| Capital Advisors, Ltd. LLC | 3,402 | $28.5 萬 | 0.03% | 00.0% | 不變 |
| LifeWealth Investments, LLC | 3,415 | $28.6 萬 | 0.04% | −615−15.3% | 減碼 |
| Strategic Financial Services, Inc, | 3,419 | $28.7 萬 | 0.01% | +25+0.7% | 加碼 |
| Lionshead Wealth Management, LLC | 3,420 | $28.7 萬 | 0.23% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 3,319 | $28.7 萬 | 0.14% | +236+7.7% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,403 | $28.7 萬 | 0.10% | −92−2.6% | 減碼 |
| Trilogy Capital Inc. | 3,428 | $28.7 萬 | 0.01% | +77+2.3% | 加碼 |
| Sandy Cove Advisors, LLC | 3,429 | $28.7 萬 | 0.09% | +115+3.5% | 加碼 |
| D'Orazio & Associates, Inc. | 3,436 | $28.8 萬 | 0.04% | +118+3.6% | 加碼 |
| Marex Group plc | 3,442 | $28.9 萬 | 0.00% | +3,442 | 新進 |
| Siligmueller & Norvid Wealth Advisors LLC | 3,463 | $29.0 萬 | 0.13% | +3,463 | 新進 |
| SFE Investment Counsel | 3,468 | $29.1 萬 | 0.05% | +10.0% | 加碼 |
| Northstar Group, Inc. | 3,470 | $29.1 萬 | 0.04% | −4−0.1% | 減碼 |
| Trustmark National Bank Trust Department | 3,471 | $29.1 萬 | 0.02% | +23+0.7% | 加碼 |
| Wealth Dimensions Group, Ltd. | 3,472 | $29.1 萬 | 0.06% | +76+2.2% | 加碼 |
| Paradigm Capital Management, LLC | 3,470 | $29.1 萬 | 0.29% | −444−11.3% | 減碼 |
| Front Street Capital Management, Inc. | 3,470 | $29.1 萬 | 0.04% | −335−8.8% | 減碼 |
| New World Advisors LLC | 3,474 | $29.1 萬 | 0.05% | +632+22.2% | 加碼 |
| BSW Wealth Partners | 3,484 | $29.2 萬 | 0.04% | +398+12.9% | 加碼 |
| McMill Wealth Management | 3,491 | $29.3 萬 | 0.08% | 00.0% | 不變 |
| Powers Advisory Group, LLC | 3,499 | $29.3 萬 | 0.12% | +65+1.9% | 加碼 |
| Custom Index Systems, LLC | 3,500 | $29.3 萬 | 0.09% | 00.0% | 不變 |
| Sprinkle Financial Consultants LLC | 3,508 | $29.4 萬 | 0.16% | +35+1.0% | 加碼 |
| Sonata Capital Group Inc | 3,515 | $29.5 萬 | 0.11% | +400+12.8% | 加碼 |
| SJS Investment Consulting Inc. | 3,522 | $29.5 萬 | 0.04% | +2,150+156.7% | 加碼 |
| Consilio Wealth Advisors, LLC | 3,531 | $29.6 萬 | 0.10% | +90+2.6% | 加碼 |
| BetterWealth, LLC | 3,538 | $29.7 萬 | 0.07% | +117+3.4% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 3,542 | $29.7 萬 | 0.10% | +38+1.1% | 加碼 |
| Five Oceans Advisors | 3,543 | $29.7 萬 | 0.11% | −180−4.8% | 減碼 |
| Wedgewood Investors Inc | 3,543 | $29.7 萬 | 0.33% | 00.0% | 不變 |
| Paragon Private Wealth Management, LLC | 3,550 | $29.8 萬 | 0.10% | +3,550 | 新進 |
| Eagle Wealth Strategies LLC | 3,563 | $29.9 萬 | 0.15% | −36−1.0% | 減碼 |
| Cherry Tree Wealth Management, LLC | 3,579 | $30.0 萬 | 0.07% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 3,580 | $30.0 萬 | 0.09% | 00.0% | 不變 |
| Beaumont Financial Advisors, LLC | 3,586 | $30.1 萬 | 0.02% | −76−2.1% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 3,603 | $30.3 萬 | 0.20% | −221−5.8% | 減碼 |
| Financial Connections Group, Inc. | 3,624 | $30.3 萬 | 0.12% | +3,383+1,403.7% | 加碼 |
| Princeton Capital Management LLC | 3,623 | $30.4 萬 | 0.08% | +245+7.3% | 加碼 |
| Boston Family Office LLC | 3,623 | $30.4 萬 | 0.02% | 00.0% | 不變 |
| Lifelong Wealth Advisors, Inc. | 3,630 | $30.4 萬 | 0.09% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 3,649 | $30.6 萬 | 0.03% | −41,790−92.0% | 減碼 |
| Hutchinson Financial Advisors, INC | 3,655 | $30.6 萬 | 0.30% | +526+16.8% | 加碼 |
| MJP Associates Inc | 3,655 | $30.6 萬 | 0.04% | +240+7.0% | 加碼 |
| Rise Advisors, LLC | 3,656 | $30.6 萬 | 0.11% | +369+11.2% | 加碼 |
| Oregon Pacific Wealth Management, LLC | 3,657 | $30.7 萬 | 0.26% | +108+3.0% | 加碼 |
| Convergence Financial, LLC | 3,658 | $30.7 萬 | 0.05% | +22+0.6% | 加碼 |
| Carbahal Olsen Financial Services Group, LLC | 3,660 | $30.7 萬 | 0.25% | 00.0% | 不變 |
| Motive Wealth Advisors | 3,664 | $30.7 萬 | 0.13% | +9+0.2% | 加碼 |
| Outlook Wealth Advisors, LLC | 3,667 | $30.7 萬 | 0.08% | −92−2.4% | 減碼 |
| Endowment Wealth Management, Inc. | 3,677 | $30.8 萬 | 0.14% | +39+1.1% | 加碼 |
| Beck Mack & Oliver LLC | 3,682 | $30.9 萬 | 0.01% | 00.0% | 不變 |
| Riverbend Wealth Management, LLC | 3,686 | $30.9 萬 | 0.22% | +102+2.8% | 加碼 |
| A4 Wealth Advisors LLC | 3,715 | $31.1 萬 | 0.26% | +3,715 | 新進 |
| Capital Square, LLC | 3,718 | $31.2 萬 | 0.16% | +50+1.4% | 加碼 |
| SFMG, LLC | 3,718 | $31.2 萬 | 0.02% | +3,718 | 新進 |
| X-Square Capital, LLC | 3,726 | $31.2 萬 | 0.10% | +9+0.2% | 加碼 |
| Ibex Wealth Advisors | 3,731 | $31.3 萬 | 0.03% | +21+0.6% | 加碼 |
| Financial Security Advisor, Inc. | 3,733 | $31.3 萬 | 0.07% | −192−4.9% | 減碼 |
| Aviance Capital Partners, LLC | 3,744 | $31.4 萬 | 0.04% | −87−2.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,755 | $31.5 萬 | 0.01% | +183+5.1% | 加碼 |
| Grove Street Fiduciary, LLC | 3,766 | $31.6 萬 | 0.15% | 00.0% | 不變 |
| Frederick Financial Consultants, LLC | 3,779 | $31.7 萬 | 0.18% | +161+4.4% | 加碼 |
| Strategic Wealth Designers | 3,783 | $31.7 萬 | 0.03% | +3,783 | 新進 |
| Mechanics Bank Trust Department | 3,784 | $31.7 萬 | 0.04% | −881−18.9% | 減碼 |
| Abundance Wealth Counselors | 3,793 | $31.8 萬 | 0.05% | −300−7.3% | 減碼 |