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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 30,458 | $255.3 萬 | 0.12% | −1,497−4.7% | 減碼 |
| Aspire Private Capital, LLC | 30,419 | $255.0 萬 | 0.56% | −2,342−7.1% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $254.8 萬 | 0.16% | 00.0% | 不變 |
| Harbour Investments, Inc. | 30,179 | $253.0 萬 | 0.06% | +80.0% | 加碼 |
| Independent Financial Group, LLC | 30,173 | $252.9 萬 | 0.06% | +6,693+28.5% | 加碼 |
| Diversify Wealth Management, LLC | 28,886 | $252.2 萬 | 0.15% | −268−0.9% | 減碼 |
| Mutual Advisors, LLC | 29,742 | $251.2 萬 | 0.06% | +6,802+29.7% | 加碼 |
| Scott & Selber, Inc. | 29,942 | $251.0 萬 | 0.64% | −470−1.5% | 減碼 |
| Dynamic Advisor Solutions LLC | 29,937 | $250.9 萬 | 0.07% | +3,252+12.2% | 加碼 |
| Xcel Wealth Management, LLC | 29,865 | $250.3 萬 | 0.65% | −100.0% | 減碼 |
| Argent Advisors, Inc. | 29,826 | $250.0 萬 | 0.74% | +877+3.0% | 加碼 |
| Shelton Wealth Management, LLC | 29,696 | $248.9 萬 | 1.16% | +21+0.1% | 加碼 |
| Soltis Investment Advisors LLC | 29,663 | $248.6 萬 | 0.17% | +5,064+20.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 29,630 | $248.4 萬 | 0.06% | +15,784+114.0% | 加碼 |
| Riverchase Wealth Management, LLC | 29,603 | $248.1 萬 | 1.41% | +29,603 | 新進 |
| Neville Rodie & Shaw Inc | 29,602 | $248.1 萬 | 0.18% | 00.0% | 不變 |
| Westmount Partners, LLC | 30,603 | $247.5 萬 | 0.64% | −472−1.5% | 減碼 |
| Polymer Capital Management (US) LLC | 29,502 | $247.3 萬 | 0.33% | −5,292−15.2% | 減碼 |
| Arete Wealth Advisors, LLC | 29,466 | $247.2 萬 | 0.15% | +1,435+5.1% | 加碼 |
| Lawson Kroeker Investment Management Inc | 29,395 | $246.4 萬 | 0.45% | −50−0.2% | 減碼 |
| Alyeska Investment Group, L.P. | 29,315 | $245.7 萬 | 0.01% | −189,485−86.6% | 減碼 |
| Roxbury Financial LLC | 29,288 | $245.5 萬 | 2.27% | −439−1.5% | 減碼 |
| Skopos Labs, Inc. | 30,872 | $245.4 萬 | 0.33% | −1,332−4.1% | 減碼 |
| First Citizens Bank & Trust Co | 29,212 | $244.9 萬 | 0.05% | +955+3.4% | 加碼 |
| Central Pacific Bank - Trust Division | 29,153 | $244.4 萬 | 0.30% | −4,800−14.1% | 減碼 |
| Salzhauer Michael | 88,707 | $244.0 萬 | 1.43% | −16,000−15.3% | 減碼 |
| Courier Capital LLC | 29,074 | $243.7 萬 | 0.14% | +10,127+53.4% | 加碼 |
| Pacifica Partners Inc. | 30,051 | $243.0 萬 | 0.87% | −142−0.5% | 減碼 |
| Carret Asset Management, LLC | 28,982 | $242.9 萬 | 0.24% | −130−0.4% | 減碼 |
| Cary Street Partners Financial LLC | 28,913 | $242.3 萬 | 0.06% | −855−2.9% | 減碼 |
| JT Stratford LLC | 28,851 | $241.8 萬 | 0.32% | +5,876+25.6% | 加碼 |
| Coppell Advisory Solutions LLC | 28,516 | $241.4 萬 | 0.26% | −1,552−5.2% | 減碼 |
| Massmutual Trust Co FSB | 28,665 | $240.3 萬 | 0.06% | −598−2.0% | 減碼 |
| Peoples Bank | 28,664 | $240.3 萬 | 2.39% | −13,474−32.0% | 減碼 |
| Mystic Asset Management, Inc. | 28,520 | $239.1 萬 | 0.54% | +285+1.0% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 28,337 | $237.5 萬 | 0.49% | +14,285+101.7% | 加碼 |
| N.E.W. Advisory Services LLC | 28,289 | $237.1 萬 | 0.21% | +108+0.4% | 加碼 |
| Bayesian Capital Management, LP | 28,100 | $235.5 萬 | 0.48% | −109,300−79.5% | 減碼 |
| Two Sigma Securities, LLC | 28,034 | $235.0 萬 | 0.35% | +16,476+142.6% | 加碼 |
| Private Wealth Asset Management, LLC | 27,995 | $234.7 萬 | 0.28% | −891−3.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 27,886 | $233.7 萬 | 0.06% | −924−3.2% | 減碼 |
| Legacy Financial Advisors, Inc. | 27,700 | $232.2 萬 | 0.32% | +1,020+3.8% | 加碼 |
| Glaxis Capital Management, LLC | 27,697 | $232.2 萬 | 3.85% | +5,000+22.0% | 加碼 |
| Peak Asset Management, LLC | 27,491 | $230.4 萬 | 0.40% | −418−1.5% | 減碼 |
| Rothschild Investment LLC | 27,405 | $229.7 萬 | 0.13% | −1,261−4.4% | 減碼 |
| Walter & Keenan Financial Consulting Co | 27,376 | $229.5 萬 | 0.64% | +37+0.1% | 加碼 |
| First American Trust, FSB | 27,365 | $229.4 萬 | 0.17% | −141,660−83.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 27,275 | $228.6 萬 | 0.06% | −128,353−82.5% | 減碼 |
| Trinity Financial Advisors LLC | 27,246 | $228.4 萬 | 0.66% | +1,862+7.3% | 加碼 |
| Diversify Advisory Services, LLC | 25,959 | $226.6 萬 | 0.08% | +241+0.9% | 加碼 |
| West Branch Capital LLC | 26,985 | $226.2 萬 | 0.59% | +2,086+8.4% | 加碼 |
| Sunbelt Securities, Inc. | 26,969 | $226.1 萬 | 0.16% | +3,554+15.2% | 加碼 |
| Potomac Fund Management Inc | 26,939 | $225.8 萬 | 0.10% | −1,207−4.3% | 減碼 |
| Adviser Investments LLC | 26,886 | $225.4 萬 | 0.03% | +1,455+5.7% | 加碼 |
| Harold Davidson & Associates Inc. | 26,861 | $225.1 萬 | 1.02% | +9,440+54.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 26,310 | $220.5 萬 | 0.17% | +10,144+62.7% | 加碼 |
| LRI Investments, LLC | 26,284 | $220.3 萬 | 0.18% | +18,628+243.3% | 加碼 |
| Conning Inc. | 26,054 | $218.4 萬 | 0.07% | 00.0% | 不變 |
| Everett Harris & Co | 25,981 | $217.8 萬 | 0.03% | +60+0.2% | 加碼 |
| Connable Office Inc | 25,971 | $217.7 萬 | 0.20% | −12,251−32.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 25,966 | $217.6 萬 | 0.01% | +195+0.8% | 加碼 |
| Pictet Bank & Trust Ltd | 25,918 | $217.2 萬 | 2.61% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 25,747 | $215.8 萬 | 0.80% | +1,849+7.7% | 加碼 |
| YHB Investment Advisors, Inc. | 25,701 | $215.4 萬 | 0.16% | −4,138−13.9% | 減碼 |
| Princeton Global Asset Management LLC | 25,668 | $215.1 萬 | 0.36% | +25,169+5,043.9% | 加碼 |
| Premier Path Wealth Partners, LLC | 25,558 | $214.2 萬 | 0.28% | +599+2.4% | 加碼 |
| CWC Advisors, LLC. | 25,556 | $214.2 萬 | 1.05% | −330−1.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 26,514 | $213.9 萬 | 0.05% | −141−0.5% | 減碼 |
| FOCUS Wealth Advisors, LLC | 25,466 | $213.5 萬 | 1.03% | +1,589+6.7% | 加碼 |
| National Philanthropic Trust | 25,400 | $212.9 萬 | 0.02% | +1,275+5.3% | 加碼 |
| Level Four Advisory Services, LLC | 25,371 | $212.7 萬 | 0.07% | +4,988+24.5% | 加碼 |
| BLI - Banque de Luxembourg Investments | 25,000 | $211.9 萬 | 0.06% | 00.0% | 不變 |
| Agf Management Ltd | 25,241 | $211.6 萬 | 0.01% | +14,908+144.3% | 加碼 |
| LOM Asset Management Ltd | 25,137 | $210.7 萬 | 0.64% | +642+2.6% | 加碼 |
| Fieldview Capital Management, LLC | 25,073 | $210.2 萬 | 0.34% | +14,924+147.0% | 加碼 |
| Chemistry Wealth Management LLC | 24,959 | $209.2 萬 | 0.40% | −90−0.4% | 減碼 |
| Journey Strategic Wealth LLC | 24,954 | $209.2 萬 | 0.06% | +246+1.0% | 加碼 |
| Round Hill Asset Management | 24,912 | $208.8 萬 | 1.37% | −3,530−12.4% | 減碼 |
| Resources Management Corp | 24,903 | $208.7 萬 | 0.27% | −400−1.6% | 減碼 |
| Laurel Wealth Advisors LLC | 24,885 | $208.6 萬 | 0.29% | +250+1.0% | 加碼 |
| Wright Investors Service Inc | 24,862 | $208.4 萬 | 0.60% | −2,664−9.7% | 減碼 |
| La Banque Postale Asset Management SA | 24,822 | $208.1 萬 | 0.03% | −9,789−28.3% | 減碼 |
| Jeppson Wealth Management, LLC | 24,820 | $208.0 萬 | 0.66% | −90−0.4% | 減碼 |
| Integrated Advisors Network LLC | 24,786 | $207.8 萬 | 0.09% | +1,290+5.5% | 加碼 |
| Mather Group, LLC. | 24,760 | $207.5 萬 | 0.02% | +1,978+8.7% | 加碼 |
| Sage Mountain Advisors LLC | 24,725 | $207.2 萬 | 0.12% | +4,276+20.9% | 加碼 |
| Howard Capital Management Inc. | 24,411 | $204.6 萬 | 0.03% | −1,357−5.3% | 減碼 |
| Aviso Wealth Management | 24,410 | $204.6 萬 | 0.89% | +886+3.8% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 24,374 | $204.3 萬 | 0.06% | +1,898+8.4% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 24,365 | $204.2 萬 | 0.14% | −1,702−6.5% | 減碼 |
| Meridian Investment Counsel Inc. | 24,303 | $203.7 萬 | 0.50% | +80.0% | 加碼 |
| Armis Advisers, LLC | 23,438 | $203.5 萬 | 0.19% | +3,376+16.8% | 加碼 |
| Fort Sheridan Advisors LLC | 24,270 | $203.4 萬 | 0.27% | +800+3.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 24,258 | $203.3 萬 | 0.04% | −431−1.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 24,230 | $203.1 萬 | 0.00% | +9,035+59.5% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 24,193 | $202.8 萬 | 0.05% | −794−3.2% | 減碼 |
| Cadinha & Co LLC | 24,184 | $202.7 萬 | 0.28% | 00.0% | 不變 |
| Insight Advisors, LLC | 24,111 | $202.1 萬 | 0.31% | +13+0.1% | 加碼 |
| Crux Wealth Advisors | 24,090 | $201.9 萬 | 0.80% | +1,399+6.2% | 加碼 |
| Quest Partners LLC | 24,079 | $201.8 萬 | 0.13% | +22,107+1,121.0% | 加碼 |