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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 24,023 | $201.4 萬 | 0.15% | −399−1.6% | 減碼 |
| Private Trust Co NA | 24,003 | $201.2 萬 | 0.18% | −3,281−12.0% | 減碼 |
| Leavell Investment Management, Inc. | 23,933 | $200.6 萬 | 0.08% | +10.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 23,716 | $198.8 萬 | 0.59% | −1,153−4.6% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 23,706 | $198.7 萬 | 0.19% | +6,738+39.7% | 加碼 |
| HBK Sorce Advisory LLC | 22,940 | $198.3 萬 | 0.05% | +405+1.8% | 加碼 |
| One Capital Management, LLC | 23,554 | $197.4 萬 | 0.06% | +828+3.6% | 加碼 |
| Great Valley Advisor Group, Inc. | 23,522 | $197.2 萬 | 0.04% | +6,613+39.1% | 加碼 |
| Vista Investment Management | 23,468 | $196.7 萬 | 0.69% | −530−2.2% | 減碼 |
| Welch Group, LLC | 23,405 | $196.2 萬 | 0.08% | +938+4.2% | 加碼 |
| OneAscent Financial Services LLC | 23,309 | $195.4 萬 | 0.13% | −296−1.3% | 減碼 |
| Citizens National Bank Trust Department | 23,117 | $193.8 萬 | 0.35% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 22,996 | $192.8 萬 | 0.12% | −21−0.1% | 減碼 |
| Rossmore Private Capital | 22,760 | $190.8 萬 | 0.21% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 22,578 | $189.2 萬 | 0.07% | −758−3.2% | 減碼 |
| Fiduciary Group LLC | 22,572 | $189.2 萬 | 0.17% | −1,122−4.7% | 減碼 |
| Virtue Asset Management LLC | 22,324 | $187.1 萬 | 1.54% | +22,324 | 新進 |
| Burke & Herbert Bank & Trust Co | 22,291 | $186.8 萬 | 0.40% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 22,234 | $186.4 萬 | 0.19% | +1,733+8.5% | 加碼 |
| Diversified Trust Co | 22,089 | $185.2 萬 | 0.04% | −4,690−17.5% | 減碼 |
| Everhart Financial Group, Inc. | 22,065 | $184.9 萬 | 0.19% | +1,014+4.8% | 加碼 |
| Pure Financial Advisors, Inc. | 22,039 | $184.7 萬 | 0.03% | +1,046+5.0% | 加碼 |
| Virtue Capital Management, LLC | 23,521 | $184.3 萬 | 0.40% | +16,438+232.1% | 加碼 |
| Westpac Banking Corp | 21,935 | $183.9 萬 | 0.11% | −170−0.8% | 減碼 |
| Holderness Investments Co | 21,901 | $183.6 萬 | 0.37% | −789−3.5% | 減碼 |
| Gilbert & Cook, Inc. | 21,850 | $183.1 萬 | 0.24% | +20.0% | 加碼 |
| Pflug Koory, LLC | 21,691 | $181.8 萬 | 0.86% | 00.0% | 不變 |
| Aspiriant, LLC | 21,687 | $181.8 萬 | 0.06% | −963−4.3% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 21,649 | $181.5 萬 | 0.10% | +176+0.8% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 20,864 | $181.3 萬 | 0.29% | +113+0.5% | 加碼 |
| Hilltop Holdings Inc. | 21,622 | $181.2 萬 | 0.10% | +2,163+11.1% | 加碼 |
| Fisher Asset Management, LLC | 21,572 | $180.8 萬 | 0.00% | −1,388−6.0% | 減碼 |
| Drive Wealth Management, LLC | 21,557 | $180.7 萬 | 0.38% | −3,959−15.5% | 減碼 |
| Collar Capital Management, LLC | 21,362 | $179.1 萬 | 1.26% | −770−3.5% | 減碼 |
| Insigneo Advisory Services, LLC | 21,354 | $179.0 萬 | 0.13% | +2,437+12.9% | 加碼 |
| Caldwell Trust Co | 21,324 | $178.7 萬 | 0.17% | +2,125+11.1% | 加碼 |
| Founders Financial Securities LLC | 21,240 | $178.0 萬 | 0.12% | +608+2.9% | 加碼 |
| Martin & Co Inc | 21,237 | $178.0 萬 | 0.32% | 00.0% | 不變 |
| Louisbourg Investments Inc. | 28,744 | $177.0 萬 | 0.39% | −100−0.3% | 減碼 |
| Kennedy Investment Group | 21,010 | $176.1 萬 | 0.70% | +1,151+5.8% | 加碼 |
| Hussman Strategic Advisors, Inc. | 21,000 | $176.0 萬 | 0.38% | +21,000 | 新進 |
| LJI Wealth Management, LLC | 20,964 | $175.7 萬 | 0.31% | −151−0.7% | 減碼 |
| Meridian Wealth Management, LLC | 20,962 | $175.7 萬 | 0.07% | −3,000−12.5% | 減碼 |
| Davidson Trust Co | 20,949 | $175.6 萬 | 0.72% | −872−4.0% | 減碼 |
| Canandaigua National Bank & Trust Co | 20,910 | $175.3 萬 | 0.15% | +2,731+15.0% | 加碼 |
| Gryphon Financial Partners LLC | 20,858 | $174.8 萬 | 0.20% | +4,915+30.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 20,805 | $174.4 萬 | 0.02% | +710+3.5% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 20,702 | $173.5 萬 | 0.19% | −376−1.8% | 減碼 |
| Country Club Bank | 20,459 | $173.2 萬 | 0.10% | −1,222−5.6% | 減碼 |
| Modera Wealth Management, LLC | 20,614 | $172.8 萬 | 0.02% | −1,211−5.5% | 減碼 |
| Ransom Advisory, Ltd | 20,536 | $172.1 萬 | 0.78% | −250−1.2% | 減碼 |
| IHT Wealth Management, LLC | 20,446 | $171.4 萬 | 0.04% | +1,680+9.0% | 加碼 |
| CX Institutional | 20,422 | $171.2 萬 | 0.05% | −104−0.5% | 減碼 |
| Miller Investment Management, LP | 20,342 | $170.5 萬 | 0.17% | −13,740−40.3% | 減碼 |
| Citadel Investment Advisory, Inc. | 20,341 | $170.5 萬 | 0.78% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 20,255 | $169.8 萬 | 0.67% | +113+0.6% | 加碼 |
| Cetera Trust Company, N.A | 20,226 | $169.5 萬 | 0.95% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 20,213 | $169.4 萬 | 0.24% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 20,007 | $167.7 萬 | 0.06% | +2,617+15.0% | 加碼 |
| Harbor Advisors LLC | 20,000 | $167.6 萬 | 0.26% | 00.0% | 不變 |
| Leisure Capital Management | 19,981 | $167.5 萬 | 0.57% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 19,963 | $167.3 萬 | 0.32% | −1,252−5.9% | 減碼 |
| First Financial Bank - Trust Division | 19,955 | $167.3 萬 | 0.14% | −155−0.8% | 減碼 |
| PFG Investments, LLC | 19,931 | $167.1 萬 | 0.09% | +243+1.2% | 加碼 |
| Exencial Wealth Advisors, LLC | 19,847 | $166.4 萬 | 0.05% | +1,838+10.2% | 加碼 |
| First Dallas Securities Inc. | 19,834 | $166.2 萬 | 0.62% | +1,154+6.2% | 加碼 |
| Hartford Funds Management Co LLC | 19,825 | $166.2 萬 | 0.14% | −2,984−13.1% | 減碼 |
| Breakwater Capital Group | 19,792 | $165.9 萬 | 0.24% | −183−0.9% | 減碼 |
| Chicago Capital, LLC | 19,756 | $165.6 萬 | 0.04% | +500+2.6% | 加碼 |
| Gibbs Wealth Management | 19,601 | $164.3 萬 | 0.37% | −2,018−9.3% | 減碼 |
| Savvy Advisors, Inc. | 19,553 | $163.9 萬 | 0.08% | +2,404+14.0% | 加碼 |
| Washington Trust Bank | 19,523 | $163.6 萬 | 0.12% | +258+1.3% | 加碼 |
| Cito Capital Group, LLC | 19,503 | $163.5 萬 | 0.47% | −5,000−20.4% | 減碼 |
| Accretive Wealth Partners, LLC | 19,268 | $161.5 萬 | 0.49% | +1,074+5.9% | 加碼 |
| BLB&B Advisors, LLC | 19,238 | $161.3 萬 | 0.07% | +3,448+21.8% | 加碼 |
| Busey Wealth Management | 19,207 | $161.0 萬 | 0.04% | +2,357+14.0% | 加碼 |
| Tealwood Asset Management Inc | 19,185 | $160.8 萬 | 0.65% | −340−1.7% | 減碼 |
| Eaton Financial Holdings Company, LLC | 19,183 | $160.8 萬 | 0.45% | −205−1.1% | 減碼 |
| Fulton Bank, N.A. | 19,170 | $160.7 萬 | 0.06% | −962−4.8% | 減碼 |
| Wolverine Trading, LLC | 18,974 | $160.6 萬 | 0.03% | −21,679−53.3% | 減碼 |
| Lazari Capital Management, Inc. | 19,116 | $160.2 萬 | 0.54% | +376+2.0% | 加碼 |
| First Bank & Trust | 19,114 | $160.2 萬 | 0.27% | 00.0% | 不變 |
| VestGen Advisors, LLC | 19,108 | $160.2 萬 | 0.05% | −509−2.6% | 減碼 |
| Summit Wealth Group LLC | 35,263 | $160.1 萬 | 0.22% | +30,684+670.1% | 加碼 |
| Sweeney & Michel, LLC | 20,584 | $159.8 萬 | 0.54% | −1,573−7.1% | 減碼 |
| Mainstay Capital Management LLC | 18,980 | $159.1 萬 | 0.16% | −18,072−48.8% | 減碼 |
| American State Bank (Iowa) | 18,911 | $158.5 萬 | 0.81% | −361−1.9% | 減碼 |
| London Co of Virginia | 18,909 | $158.5 萬 | 0.01% | −9,232−32.8% | 減碼 |
| Essex Financial Services, Inc. | 18,853 | $158.0 萬 | 0.09% | +495+2.7% | 加碼 |
| Keystone Financial Services | 18,804 | $157.6 萬 | 0.49% | +1,004+5.6% | 加碼 |
| M.E. Allison & Co., Inc. | 18,779 | $157.4 萬 | 1.10% | +27+0.1% | 加碼 |
| LexAurum Advisors, LLC | 18,719 | $156.9 萬 | 0.22% | −80−0.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 18,669 | $156.5 萬 | 0.63% | +198+1.1% | 加碼 |
| William B. Walkup & Associates, Inc. | 18,632 | $156.2 萬 | 0.84% | −50.0% | 減碼 |
| AlphaCore Capital LLC | 18,510 | $155.1 萬 | 0.05% | +4,343+30.7% | 加碼 |
| Jacobi Capital Management LLC | 18,333 | $153.7 萬 | 0.09% | +567+3.2% | 加碼 |
| Trust Co of Toledo NA | 18,320 | $153.6 萬 | 0.15% | −194−1.0% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 18,263 | $153.1 萬 | 0.03% | +467+2.6% | 加碼 |
| Change Path, LLC | 18,232 | $152.8 萬 | 0.04% | +2,499+15.9% | 加碼 |
| Shell Asset Management Co | 18,225 | $152.8 萬 | 0.15% | −28,498−61.0% | 減碼 |