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 |
|---|---|---|---|---|---|
| Warwick Investment Management, Inc. | 4,968 | $41.6 萬 | 0.07% | +547+12.4% | 加碼 |
| Quantum Financial Advisors, LLC | 4,994 | $41.9 萬 | 0.05% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 4,997 | $41.9 萬 | 0.01% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 4,998 | $41.9 萬 | 0.30% | +358+7.7% | 加碼 |
| CTC Alternative Strategies, Ltd. | 5,000 | $41.9 萬 | 0.70% | −4,280−46.1% | 減碼 |
| Puzo Michael J | 5,000 | $41.9 萬 | 0.11% | 00.0% | 不變 |
| Ruffer LLP | 5,000 | $41.9 萬 | 0.02% | 00.0% | 不變 |
| Duncan Williams Asset Management, LLC | 5,012 | $42.0 萬 | 0.12% | −376−7.0% | 減碼 |
| Wealth Management Associates, Inc. | 5,014 | $42.0 萬 | 0.15% | −518−9.4% | 減碼 |
| Plante Moran Financial Advisors, LLC | 5,016 | $42.0 萬 | 0.03% | +139+2.9% | 加碼 |
| Wellspring Financial Advisors, LLC | 5,029 | $42.2 萬 | 0.04% | −171−3.3% | 減碼 |
| Walker Asset Management, LLC | 5,031 | $42.2 萬 | 0.24% | +25+0.5% | 加碼 |
| Fortem Financial Group, LLC | 5,063 | $42.4 萬 | 0.12% | +4+0.1% | 加碼 |
| Willner & Heller, LLC | 5,078 | $42.6 萬 | 0.33% | +28+0.6% | 加碼 |
| Birch Hill Investment Advisors LLC | 5,079 | $42.6 萬 | 0.02% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 5,087 | $42.6 萬 | 0.03% | −147−2.8% | 減碼 |
| Seamount Financial Group Inc | 5,088 | $42.6 萬 | 0.20% | +5,088 | 新進 |
| Asset Dedication, LLC | 5,093 | $42.7 萬 | 0.03% | −4,038−44.2% | 減碼 |
| Cascades Capital Asset Management, LLC | 5,093 | $42.7 萬 | 0.19% | +2,300+82.3% | 加碼 |
| Advanced Portfolio Management, LLC | 5,046 | $42.7 萬 | 1.11% | −17,500−77.6% | 減碼 |
| West Oak Capital, LLC | 5,100 | $42.8 萬 | 0.17% | −1,065−17.3% | 減碼 |
| Burt Wealth Advisors | 5,101 | $42.8 萬 | 0.10% | 00.0% | 不變 |
| QVR LLC | 5,103 | $42.8 萬 | 0.52% | +5,103 | 新進 |
| Procyon Private Wealth Partners, LLC | 5,104 | $42.8 萬 | 0.03% | +1,801+54.5% | 加碼 |
| Eagle Harbor Asset Management Inc | 5,120 | $42.9 萬 | 0.37% | −37−0.7% | 減碼 |
| OneAscent Investment Solutions LLC | 5,122 | $42.9 萬 | 0.46% | −13−0.3% | 減碼 |
| First Financial Corp | 5,125 | $43.0 萬 | 0.17% | −130−2.5% | 減碼 |
| Marino, Stram & Associates LLC | 5,128 | $43.0 萬 | 0.08% | −70−1.3% | 減碼 |
| Sierra Summit Advisors LLC | 5,148 | $43.2 萬 | 0.07% | 00.0% | 不變 |
| Vicus Capital | 5,153 | $43.2 萬 | 0.03% | +1,265+32.5% | 加碼 |
| DF Dent & Co Inc | 5,154 | $43.2 萬 | 0.01% | +1,965+61.6% | 加碼 |
| Byrne Financial Freedom, LLC | 5,160 | $43.3 萬 | 0.22% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 5,163 | $43.3 萬 | 0.03% | −553−9.7% | 減碼 |
| Smith, Moore & Co. | 5,165 | $43.3 萬 | 0.03% | −381−6.9% | 減碼 |
| Raelipskie Partnership | 5,165 | $43.3 萬 | 0.19% | 00.0% | 不變 |
| Mokosak Advisory Group, LLC | 5,165 | $43.3 萬 | 0.11% | +24+0.5% | 加碼 |
| Stockman Wealth Management, Inc. | 5,182 | $43.4 萬 | 0.05% | −750−12.6% | 減碼 |
| Ayrshire Capital Management LLC | 5,193 | $43.5 萬 | 0.20% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 5,435 | $43.5 萬 | 0.02% | +5,435 | 新進 |
| Matrix Private Capital Group LLC | 5,209 | $43.7 萬 | 0.23% | 00.0% | 不變 |
| Brown Financial Advisors | 5,241 | $43.9 萬 | 0.16% | +5,241 | 新進 |
| VSM Wealth Advisory, LLC | 5,250 | $44.0 萬 | 0.14% | 00.0% | 不變 |
| Capital Advisors Inc | 5,252 | $44.0 萬 | 0.01% | −1,440−21.5% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 5,300 | $44.3 萬 | 0.00% | +1,900+55.9% | 加碼 |
| Intrust Bank NA | 5,288 | $44.3 萬 | 0.04% | −14−0.3% | 減碼 |
| Colonial Trust Co | 5,300 | $44.4 萬 | 0.06% | −727−12.1% | 減碼 |
| Constitution Capital LLC | 5,300 | $44.4 萬 | 0.21% | 00.0% | 不變 |
| KWB Wealth | 5,553 | $44.5 萬 | 0.05% | +12+0.2% | 加碼 |
| Register Financial Advisors LLC | 5,310 | $44.5 萬 | 0.18% | −104−1.9% | 減碼 |
| Community Trust & Investment Co | 5,332 | $44.7 萬 | 0.02% | 00.0% | 不變 |
| Arcataur Capital Management LLC | 5,346 | $44.8 萬 | 0.13% | −113−2.1% | 減碼 |
| Legacy Advisors, LLC | 5,360 | $44.9 萬 | 0.06% | +5,360 | 新進 |
| Sym Financial Corp | 5,374 | $45.0 萬 | 0.05% | +102+1.9% | 加碼 |
| Evernest Financial Advisors, LLC | 5,415 | $45.4 萬 | 0.13% | −232−4.1% | 減碼 |
| Fruth Investment Management | 5,418 | $45.4 萬 | 0.12% | −500−8.4% | 減碼 |
| Detalus Advisors, LLC | 5,435 | $45.6 萬 | 0.12% | 00.0% | 不變 |
| Mirador Capital Partners LP | 5,436 | $45.6 萬 | 0.06% | +65+1.2% | 加碼 |
| Ewa, LLC | 5,450 | $45.7 萬 | 0.13% | +375+7.4% | 加碼 |
| Parsons Capital Management Inc | 5,454 | $45.7 萬 | 0.03% | +100+1.9% | 加碼 |
| Paradigm Financial Partners, LLC | 5,460 | $45.8 萬 | 0.05% | +498+10.0% | 加碼 |
| Encompass More Asset Management | 5,464 | $45.8 萬 | 0.09% | −12−0.2% | 減碼 |
| Regent Peak Wealth Advisors LLC | 5,477 | $45.9 萬 | 0.09% | +5,477 | 新進 |
| Patton Albertson Miller Group, LLC | 5,492 | $46.0 萬 | 0.06% | −8,420−60.5% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 5,504 | $46.1 萬 | 0.09% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 5,507 | $46.2 萬 | 0.06% | +5,507 | 新進 |
| Genesis Private Wealth, LLC | 5,515 | $46.2 萬 | 0.19% | +800+17.0% | 加碼 |
| Clear Street Markets LLC | 5,522 | $46.3 萬 | 0.15% | +3,332+152.1% | 加碼 |
| Fountainhead AM, LLC | 5,528 | $46.3 萬 | 0.06% | −432−7.2% | 減碼 |
| Icapital Wealth LLC | 5,530 | $46.4 萬 | 0.25% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 5,550 | $46.5 萬 | 0.00% | −24−0.4% | 減碼 |
| Pittenger & Anderson Inc | 5,557 | $46.6 萬 | 0.02% | +4,522+436.9% | 加碼 |
| Wedge Capital Management L L P | 5,568 | $46.7 萬 | 0.01% | −471,319−98.8% | 減碼 |
| Steinberganna Wealth Management | 5,570 | $46.7 萬 | 0.22% | +5,570 | 新進 |
| Inspire Advisors, LLC | 5,603 | $47.0 萬 | 0.04% | +3+0.1% | 加碼 |
| Charter Capital Management, LLC | 5,618 | $47.1 萬 | 0.25% | +147+2.7% | 加碼 |
| UMA Financial Services, Inc. | 5,618 | $47.1 萬 | 0.07% | −1,685−23.1% | 減碼 |
| Root Financial Partners, LLC | 5,626 | $47.2 萬 | 0.03% | +1,214+27.5% | 加碼 |
| Bradyco, Inc. | 5,630 | $47.2 萬 | 0.54% | 00.0% | 不變 |
| Avion Wealth | 5,642 | $47.2 萬 | 0.10% | −6,769−54.5% | 減碼 |
| Capital Group Private Client Services, Inc. | 5,633 | $47.2 萬 | 0.01% | −12,660−69.2% | 減碼 |
| Thompson Investment Management, Inc. | 5,647 | $47.3 萬 | 0.06% | −1,030−15.4% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 5,659 | $47.4 萬 | 0.11% | +2,504+79.4% | 加碼 |
| Univest Financial Corp | 5,674 | $47.6 萬 | 0.03% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 5,678 | $47.6 萬 | 0.09% | −302−5.1% | 減碼 |
| Inscription Capital, LLC | 5,691 | $47.7 萬 | 0.05% | +407+7.7% | 加碼 |
| Hardy Reed LLC | 5,695 | $47.7 萬 | 0.04% | +175+3.2% | 加碼 |
| Security National Bank of So Dak | 5,699 | $47.8 萬 | 0.24% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 5,700 | $47.8 萬 | 0.03% | 00.0% | 不變 |
| Traveka Wealth, LLC | 5,702 | $47.8 萬 | 0.21% | +33+0.6% | 加碼 |
| Keebeck Wealth Management, LLC | 5,714 | $47.9 萬 | 0.06% | +530+10.2% | 加碼 |
| Arrow Financial Corp | 5,714 | $47.9 萬 | 0.05% | −73−1.3% | 減碼 |
| Titleist Asset Management, LLC | 5,718 | $47.9 萬 | 0.04% | −198−3.3% | 減碼 |
| Mezzasalma Advisors, LLC | 5,728 | $48.0 萬 | 0.12% | −20.0% | 減碼 |
| CoreCap Advisors, LLC | 5,729 | $48.0 萬 | 0.02% | +791+16.0% | 加碼 |
| Denver Wealth Management, Inc. | 5,730 | $48.0 萬 | 0.18% | 00.0% | 不變 |
| GK Wealth Management LLC | 5,746 | $48.2 萬 | 0.36% | +551+10.6% | 加碼 |
| Edgestream Partners, L.P. | 5,753 | $48.2 萬 | 0.01% | −83,233−93.5% | 減碼 |
| Petros Family Wealth, LLC | 5,758 | $48.3 萬 | 0.40% | +4+0.1% | 加碼 |
| Westhampton Capital, LLC | 5,775 | $48.4 萬 | 0.24% | −315−5.2% | 減碼 |
| Morris Financial Concepts, Inc. | 5,780 | $48.4 萬 | 0.18% | −365−5.9% | 減碼 |