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 |
|---|---|---|---|---|---|
| Brio Consultants, LLC | 3,796 | $31.8 萬 | 0.04% | 00.0% | 不變 |
| Camden National Bank | 3,798 | $31.8 萬 | 0.04% | −124−3.2% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 3,800 | $31.9 萬 | 0.29% | 00.0% | 不變 |
| United Wealth Management, LLC | 3,818 | $32.0 萬 | 0.09% | 00.0% | 不變 |
| HRC Wealth Management, LLC | 3,821 | $32.0 萬 | 0.16% | +10+0.3% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 3,825 | $32.1 萬 | 0.08% | +3,825 | 新進 |
| Petix & Botte Co | 3,828 | $32.1 萬 | 0.07% | 00.0% | 不變 |
| Cottonwood Capital Advisors, LLC | 3,829 | $32.1 萬 | 0.23% | +2+0.1% | 加碼 |
| Souders Financial Advisors | 3,845 | $32.2 萬 | 0.04% | +612+18.9% | 加碼 |
| First Pacific Financial | 3,850 | $32.3 萬 | 0.04% | −129−3.2% | 減碼 |
| Principal Street Partners, LLC | 3,850 | $32.3 萬 | 0.05% | −3,740−49.3% | 減碼 |
| NTV Asset Management LLC | 3,852 | $32.3 萬 | 0.04% | +3,852 | 新進 |
| Brandywine Oak Private Wealth LLC | 3,853 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| Gillespie Robinson & Grimm Inc | 3,855 | $32.3 萬 | 0.02% | −370−8.8% | 減碼 |
| Madrona Financial Services, LLC | 3,862 | $32.4 萬 | 0.07% | +32+0.8% | 加碼 |
| Cooper Capital Advisors LLC | 3,867 | $32.4 萬 | 0.21% | 00.0% | 不變 |
| Old Mission Investment Co LLC | 3,876 | $32.5 萬 | 0.08% | +910+30.7% | 加碼 |
| Capital Advisors Wealth Management, LLC | 3,880 | $32.5 萬 | 0.05% | +747+23.8% | 加碼 |
| JGP Wealth Management, LLC | 4,044 | $32.6 萬 | 0.04% | +575+16.6% | 加碼 |
| Granite Harbor Advisors, Inc. | 3,885 | $32.6 萬 | 0.14% | +142+3.8% | 加碼 |
| Colonial Trust Advisors | 3,886 | $32.6 萬 | 0.03% | −523−11.9% | 減碼 |
| Bell Investment Advisors, Inc | 3,895 | $32.6 萬 | 0.05% | −49−1.2% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 3,906 | $32.7 萬 | 0.07% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 3,909 | $32.8 萬 | 0.01% | +766+24.4% | 加碼 |
| Financial Network Wealth Advisors LLC | 3,916 | $32.8 萬 | 0.36% | +88+2.3% | 加碼 |
| Optivise Advisory Services LLC | 3,918 | $32.8 萬 | 0.20% | +765+24.3% | 加碼 |
| Ariadne Wealth Management, LP | 3,870 | $32.9 萬 | 0.15% | −925−19.3% | 減碼 |
| Lifeworks Advisors, LLC | 3,947 | $33.1 萬 | 0.04% | +517+15.1% | 加碼 |
| First Financial Group Corp | 3,949 | $33.1 萬 | 0.29% | +37+0.9% | 加碼 |
| Centennial Wealth Advisory LLC | 3,957 | $33.2 萬 | 0.09% | +91+2.4% | 加碼 |
| Triad Wealth Partners, LLC | 3,958 | $33.2 萬 | 0.04% | +886+28.8% | 加碼 |
| Arvest Bank Trust Division | 3,964 | $33.2 萬 | 0.02% | +3,964 | 新進 |
| 10Elms LLP | 3,971 | $33.3 萬 | 0.30% | 00.0% | 不變 |
| Vaughan David Investments LLC | 3,969 | $33.3 萬 | 0.01% | −644−14.0% | 減碼 |
| Capital Analysts, LLC | 3,974 | $33.3 萬 | 0.01% | −33−0.8% | 減碼 |
| Great Waters Wealth Management | 3,979 | $33.4 萬 | 0.04% | −1,234−23.7% | 減碼 |
| Ellenbecker Investment Group | 3,984 | $33.4 萬 | 0.05% | +20+0.5% | 加碼 |
| United Bank | 4,000 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| Epiq Partners, LLC | 4,000 | $33.5 萬 | 0.16% | 00.0% | 不變 |
| Walkner Condon Financial Advisors LLC | 4,008 | $33.6 萬 | 0.05% | +20+0.5% | 加碼 |
| Capula Management Ltd | 4,014 | $33.6 萬 | 0.00% | +4,014 | 新進 |
| Investment Advisory Group, LLC | 4,017 | $33.7 萬 | 0.09% | +6+0.1% | 加碼 |
| James Hambro & Partners | 4,019 | $33.7 萬 | 0.01% | 00.0% | 不變 |
| Leigh Baldwin & Co., LLC | 11,118 | $33.7 萬 | 0.19% | +11,118 | 新進 |
| Peddock Capital Advisors, LLC | 4,024 | $33.7 萬 | 0.07% | 00.0% | 不變 |
| Balboa Wealth Partners | 4,025 | $33.7 萬 | 0.06% | +4,025 | 新進 |
| Counterpoint Mutual Funds LLC | 4,026 | $33.7 萬 | 0.03% | +4,026 | 新進 |
| Magnolia Capital Advisors LLC | 4,036 | $33.8 萬 | 0.09% | −53−1.3% | 減碼 |
| Twin Focus Capital Partners, LLC | 4,047 | $33.9 萬 | 0.04% | 00.0% | 不變 |
| tru Independence LLC | 4,050 | $33.9 萬 | 0.09% | +41+1.0% | 加碼 |
| Ssi Investment Management LLC | 4,057 | $34.0 萬 | 0.02% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 4,068 | $34.1 萬 | 0.01% | −2,231−35.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,038 | $34.1 萬 | 0.00% | −130−3.1% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 4,074 | $34.2 萬 | 0.18% | −10.0% | 減碼 |
| Trust Co of Virginia | 4,076 | $34.2 萬 | 0.03% | +300+7.9% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,089 | $34.3 萬 | 0.04% | +450+12.4% | 加碼 |
| MKT Advisors LLC | 4,239 | $34.3 萬 | 0.13% | −181−4.1% | 減碼 |
| Seeds Investor LLC | 4,097 | $34.3 萬 | 0.07% | −288−6.6% | 減碼 |
| Levin Capital Strategies, L.P. | 4,100 | $34.4 萬 | 0.03% | 00.0% | 不變 |
| Keynote Financial Services LLC | 4,100 | $34.4 萬 | 0.21% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 4,101 | $34.4 萬 | 0.08% | 00.0% | 不變 |
| Saxon Interests, Inc. | 4,185 | $34.4 萬 | 0.13% | +104+2.5% | 加碼 |
| Foresight Global Investors, Inc. | 4,117 | $34.5 萬 | 0.20% | +4,117 | 新進 |
| BXM Wealth LLC | 4,117 | $34.5 萬 | 0.33% | +572+16.1% | 加碼 |
| LeConte Wealth Management, LLC | 4,123 | $34.6 萬 | 0.23% | +795+23.9% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 4,128 | $34.6 萬 | 0.05% | −32−0.8% | 減碼 |
| Northcape Wealth Management, LLC | 4,134 | $34.7 萬 | 0.10% | −4−0.1% | 減碼 |
| EdgeRock Capital LLC | 4,141 | $34.7 萬 | 0.10% | +58+1.4% | 加碼 |
| Tillman Hartley LLC | 4,147 | $34.8 萬 | 0.09% | 00.0% | 不變 |
| Cerro Pacific Wealth Advisors LLC | 4,148 | $34.8 萬 | 0.10% | −759−15.5% | 減碼 |
| Ellis Investment Partners, LLC | 4,154 | $34.8 萬 | 0.06% | +10.0% | 加碼 |
| Centerpoint Advisory Group | 4,159 | $34.9 萬 | 0.27% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 4,159 | $34.9 萬 | 0.08% | −58−1.4% | 減碼 |
| Regal Investment Advisors LLC | 4,165 | $34.9 萬 | 0.02% | +674+19.3% | 加碼 |
| Sunpointe, LLC | 4,166 | $34.9 萬 | 0.13% | +300+7.8% | 加碼 |
| Grove Bank & Trust | 4,168 | $34.9 萬 | 0.04% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 4,174 | $35.0 萬 | 0.03% | +717+20.7% | 加碼 |
| Evolution Advisers, Inc. | 4,334 | $35.0 萬 | 0.16% | 00.0% | 不變 |
| Argyle Capital Partners, LLC | 4,179 | $35.0 萬 | 0.25% | −628−13.1% | 減碼 |
| Laraway Financial Inc | 4,181 | $35.0 萬 | 0.24% | +10.0% | 加碼 |
| Bernardo Wealth Planning LLC | 4,200 | $35.2 萬 | 0.07% | +44+1.1% | 加碼 |
| North Berkeley Wealth Management, LLC | 4,202 | $35.2 萬 | 0.28% | −309−6.8% | 減碼 |
| Waldron Private Wealth LLC | 4,210 | $35.3 萬 | 0.01% | −259−5.8% | 減碼 |
| Facet Wealth, Inc. | 4,211 | $35.3 萬 | 0.01% | +1,140+37.1% | 加碼 |
| Fedenia Advisers LLC | 4,219 | $35.4 萬 | 0.14% | +335+8.6% | 加碼 |
| One Wealth Capital Management, LLC | 4,220 | $35.4 萬 | 0.16% | +4,220 | 新進 |
| Verity & Verity, LLC | 4,230 | $35.5 萬 | 0.03% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 4,231 | $35.5 萬 | 0.06% | +152+3.7% | 加碼 |
| Consolidated Planning Corp | 4,231 | $35.5 萬 | 0.04% | +18+0.4% | 加碼 |
| Leo Wealth, LLC | 4,236 | $35.5 萬 | 0.05% | −1,702−28.7% | 減碼 |
| Chesapeake Wealth Management | 4,240 | $35.5 萬 | 0.11% | 00.0% | 不變 |
| Gries Financial LLC | 4,241 | $35.5 萬 | 0.06% | +1,649+63.6% | 加碼 |
| Towerpoint Wealth, LLC | 4,249 | $35.6 萬 | 0.15% | +303+7.7% | 加碼 |
| Bill Few Associates, Inc. | 4,263 | $35.7 萬 | 0.09% | −156−3.5% | 減碼 |
| Romano Brothers and Company | 4,263 | $35.7 萬 | 0.04% | +60+1.4% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 4,276 | $35.8 萬 | 0.15% | +10.0% | 加碼 |
| Rosenberg Matthew Hamilton | 4,278 | $35.9 萬 | 0.08% | 00.0% | 不變 |
| Landing Point Financial Group, LLC | 4,283 | $35.9 萬 | 0.19% | +4,283 | 新進 |
| American Trust | 4,292 | $36.0 萬 | 0.03% | +1,430+50.0% | 加碼 |
| Ameliora Wealth Management Ltd. | 4,294 | $36.0 萬 | 0.12% | 00.0% | 不變 |