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 |
|---|---|---|---|---|---|
| SeaBridge Investment Advisors LLC | 18,185 | $152.4 萬 | 0.25% | −4,455−19.7% | 減碼 |
| Northern Oak Wealth Management Inc | 18,162 | $152.2 萬 | 0.19% | +136+0.8% | 加碼 |
| Providence Wealth Advisors, LLC | 17,506 | $152.1 萬 | 0.96% | +476+2.8% | 加碼 |
| Chicago Trust Co NA | 18,142 | $152.1 萬 | 0.21% | +2,187+13.7% | 加碼 |
| Excalibur Management Corp | 18,123 | $151.9 萬 | 0.55% | −115−0.6% | 減碼 |
| AdvisorNet Financial, Inc | 18,086 | $151.6 萬 | 0.09% | +1,451+8.7% | 加碼 |
| Sentry LLC | 18,063 | $151.4 萬 | 0.38% | −74−0.4% | 減碼 |
| Annandale Capital, LLC | 18,054 | $151.3 萬 | 0.26% | −389−2.1% | 減碼 |
| MV Capital Management, Inc. | 18,041 | $151.2 萬 | 0.15% | −317−1.7% | 減碼 |
| Barbara Oil Co. | 18,000 | $150.9 萬 | 0.56% | 00.0% | 不變 |
| Valtinson Bruner Financial Planning LLC | 17,915 | $150.2 萬 | 0.44% | +55+0.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,905 | $150.1 萬 | 0.18% | +3,259+22.3% | 加碼 |
| RIA Advisory Group LLC | 17,863 | $149.7 萬 | 0.39% | +17+0.1% | 加碼 |
| First National Trust Co | 17,801 | $149.2 萬 | 0.05% | −77−0.4% | 減碼 |
| Heritage Trust Co | 17,794 | $149.1 萬 | 0.16% | +751+4.4% | 加碼 |
| Cahill Financial Advisors Inc | 17,760 | $148.9 萬 | 0.17% | +8,706+96.2% | 加碼 |
| Investors Asset Management of Georgia Inc | 17,727 | $148.6 萬 | 0.63% | −1,077−5.7% | 減碼 |
| Wharton Business Group, LLC | 17,675 | $148.2 萬 | 0.06% | −20−0.1% | 減碼 |
| BBR Partners, LLC | 17,633 | $147.8 萬 | 0.09% | +224+1.3% | 加碼 |
| Keel Point, LLC | 17,623 | $147.7 萬 | 0.09% | −197−1.1% | 減碼 |
| Highland Capital Management, LLC | 17,590 | $147.4 萬 | 0.07% | −8,996−33.8% | 減碼 |
| First Horizon Corp | 17,589 | $147.4 萬 | 0.07% | +17,589 | 新進 |
| Hedges Asset Management LLC | 17,500 | $146.7 萬 | 1.12% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 17,453 | $146.3 萬 | 0.31% | +594+3.5% | 加碼 |
| Garrison Point Advisors, LLC | 17,434 | $146.1 萬 | 0.61% | 00.0% | 不變 |
| GTS Securities LLC | 17,423 | $146.0 萬 | 0.06% | +4,959+39.8% | 加碼 |
| SageView Advisory Group, LLC | 17,418 | $146.0 萬 | 0.05% | +2,130+13.9% | 加碼 |
| Midwest Trust Co | 17,365 | $145.6 萬 | 0.02% | +805+4.9% | 加碼 |
| Delap Wealth Advisory, LLC | 17,987 | $145.5 萬 | 0.61% | +650+3.7% | 加碼 |
| Transamerica Financial Advisors, Inc. | 17,354 | $145.5 萬 | 0.12% | +8,628+98.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 17,337 | $145.3 萬 | 0.11% | −300−1.7% | 減碼 |
| Arista Wealth Management, LLC | 17,287 | $144.9 萬 | 0.18% | +3,154+22.3% | 加碼 |
| Financial Engines Advisors L.L.C. | 17,282 | $144.9 萬 | 0.00% | +2,489+16.8% | 加碼 |
| Main Street Financial Solutions, LLC | 17,215 | $144.3 萬 | 0.09% | +3,207+22.9% | 加碼 |
| Boltwood Capital Management | 17,210 | $144.3 萬 | 0.38% | +260+1.5% | 加碼 |
| Alta Advisers Ltd | 17,207 | $144.2 萬 | 0.44% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 17,192 | $144.1 萬 | 0.08% | +2,550+17.4% | 加碼 |
| Cypress Wealth Services, LLC | 17,183 | $144.0 萬 | 0.24% | +848+5.2% | 加碼 |
| Severin Investments, LLC | 17,151 | $143.8 萬 | 1.28% | +20+0.1% | 加碼 |
| Potentia Wealth | 17,112 | $143.4 萬 | 0.55% | 00.0% | 不變 |
| Accredited Investors Inc. | 17,053 | $142.9 萬 | 0.08% | −609−3.4% | 減碼 |
| City National Bank of Florida | 16,988 | $142.4 萬 | 0.94% | +376+2.3% | 加碼 |
| SCS Capital Management LLC | 16,983 | $142.3 萬 | 0.02% | −51,477−75.2% | 減碼 |
| Integrity Alliance, LLC. | 16,889 | $141.6 萬 | 0.07% | +533+3.3% | 加碼 |
| Lebenthal Global Advisors, LLC | 16,864 | $141.4 萬 | 0.25% | +439+2.7% | 加碼 |
| Osborne Partners Capital Management, LLC | 16,811 | $140.9 萬 | 0.07% | +6,650+65.4% | 加碼 |
| Hilltop National Bank | 16,795 | $140.8 萬 | 0.35% | 00.0% | 不變 |
| Vivid Wealth Management, LLC | 16,737 | $140.3 萬 | 0.56% | −506−2.9% | 減碼 |
| Archford Capital Strategies, LLC | 16,734 | $140.3 萬 | 0.17% | −9,258−35.6% | 減碼 |
| Kingswood Wealth Advisors, LLC | 16,725 | $140.2 萬 | 0.08% | +2,357+16.4% | 加碼 |
| Kestra Investment Management, LLC | 16,705 | $140.0 萬 | 0.04% | −8,020−32.4% | 減碼 |
| Affinity Investment Advisors, LLC | 16,695 | $139.9 萬 | 0.95% | −949−5.4% | 減碼 |
| Knuff & Co LLC | 16,692 | $139.9 萬 | 0.41% | 00.0% | 不變 |
| Chilton Investment Co LLC | 16,685 | $139.9 萬 | 0.03% | +4,370+35.5% | 加碼 |
| Palisade Asset Management, LLC | 16,642 | $139.5 萬 | 0.13% | +53+0.3% | 加碼 |
| Diligent Investors, LLC | 16,566 | $138.9 萬 | 0.35% | −448−2.6% | 減碼 |
| Bridgewealth Advisory Group, LLC | 16,549 | $138.7 萬 | 0.32% | +10.0% | 加碼 |
| Personal Cfo Solutions, LLC | 16,483 | $138.2 萬 | 0.24% | +2,220+15.6% | 加碼 |
| Capital Investment Advisory Services, LLC | 16,446 | $137.9 萬 | 0.11% | +152+0.9% | 加碼 |
| Lantz Financial LLC | 16,415 | $137.6 萬 | 0.30% | +789+5.0% | 加碼 |
| Alteri Wealth LLC | 16,362 | $137.1 萬 | 0.47% | +348+2.2% | 加碼 |
| Vectors Research Management, LLC | 16,310 | $136.7 萬 | 0.43% | +16,310 | 新進 |
| Douglass Winthrop Advisors, LLC | 16,308 | $136.7 萬 | 0.02% | +908+5.9% | 加碼 |
| West Family Investments, Inc. | 16,279 | $136.5 萬 | 0.30% | −442−2.6% | 減碼 |
| Kathmere Capital Management, LLC | 16,133 | $135.2 萬 | 0.10% | −98−0.6% | 減碼 |
| Ancora Advisors, LLC | 16,070 | $134.7 萬 | 0.03% | −834−4.9% | 減碼 |
| Revisor Wealth Management LLC | 16,853 | $134.6 萬 | 0.46% | +380+2.3% | 加碼 |
| Hills Bank & Trust Co | 15,960 | $133.8 萬 | 0.08% | +1,660+11.6% | 加碼 |
| Concord Wealth Partners | 15,920 | $133.4 萬 | 0.18% | +1,975+14.2% | 加碼 |
| Lipe & Dalton | 15,918 | $133.4 萬 | 0.66% | −50−0.3% | 減碼 |
| Spire Wealth Management | 15,875 | $133.1 萬 | 0.05% | +2,705+20.5% | 加碼 |
| Essex Savings Bank | 15,862 | $132.9 萬 | 0.30% | −1,770−10.0% | 減碼 |
| Ocean Capital Management, LLC | 15,846 | $132.8 萬 | 0.27% | +270+1.7% | 加碼 |
| Nicolet Bankshares Inc | 15,710 | $131.7 萬 | 0.21% | −1,169−6.9% | 減碼 |
| AMG National Trust Bank | 15,652 | $131.2 萬 | 0.03% | −1,339−7.9% | 減碼 |
| Thomasville National Bank | 15,598 | $130.7 萬 | 0.08% | +243+1.6% | 加碼 |
| Beutel, Goodman & Co Ltd. | 15,540 | $130.2 萬 | 0.01% | −225−1.4% | 減碼 |
| Prelude Capital Management, LLC | 15,498 | $129.9 萬 | 0.10% | +15,498 | 新進 |
| Wealth Alliance | 15,494 | $129.9 萬 | 0.13% | +4,217+37.4% | 加碼 |
| LMCG Investments, LLC | 15,484 | $129.8 萬 | 0.08% | −253−1.6% | 減碼 |
| Brucke Financial, Inc. | 14,920 | $129.8 萬 | 0.76% | −71−0.5% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 15,476 | $129.7 萬 | 0.20% | +1,138+7.9% | 加碼 |
| Kanawha Capital Management LLC | 15,420 | $129.3 萬 | 0.09% | +1,250+8.8% | 加碼 |
| Blackstone Group Inc. | 15,403 | $129.1 萬 | 0.01% | +15,403 | 新進 |
| Gs Investments, Inc. | 15,400 | $129.1 萬 | 0.64% | −27,000−63.7% | 減碼 |
| Fisher Funds Management LTD | 15,395 | $129.0 萬 | 0.03% | +15,395 | 新進 |
| Longfellow Investment Management Co LLC | 15,380 | $128.9 萬 | 0.31% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,355 | $128.7 萬 | 0.63% | −409−2.6% | 減碼 |
| StoneX Group Inc. | 15,346 | $128.6 萬 | 0.06% | −2,011−11.6% | 減碼 |
| Tranquilli Financial Advisor LLC | 15,291 | $128.2 萬 | 0.76% | +87+0.6% | 加碼 |
| Sterling Investment Management, Inc. | 15,243 | $127.8 萬 | 0.77% | −52−0.3% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 15,208 | $127.5 萬 | 0.22% | +2,459+19.3% | 加碼 |
| North Star Investment Management Corp. | 15,161 | $127.1 萬 | 0.08% | −92−0.6% | 減碼 |
| Concord Asset Management, LLC | 15,139 | $126.9 萬 | 0.23% | +1,194+8.6% | 加碼 |
| Hutner Capital Management Inc | 15,104 | $126.6 萬 | 0.54% | −14−0.1% | 減碼 |
| First City Capital Management, Inc. | 15,086 | $126.5 萬 | 0.68% | −1,540−9.3% | 減碼 |
| Perbak Capital Partners LLP | 15,015 | $125.9 萬 | 0.22% | +8,816+142.2% | 加碼 |
| Intrinsic Value Partners, LLC | 15,012 | $125.8 萬 | 1.02% | −170−1.1% | 減碼 |
| Jupiter Wealth Management LLC | 15,000 | $125.7 萬 | 0.59% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 14,969 | $125.5 萬 | 0.03% | +384+2.6% | 加碼 |