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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 12,628 | $105.8 萬 | 0.01% | +12,628 | 新進 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,613 | $105.7 萬 | 0.42% | −672−5.1% | 減碼 |
| Catalyst Financial Partners LLC | 12,607 | $105.7 萬 | 0.13% | +242+2.0% | 加碼 |
| PFG Advisors | 12,606 | $105.7 萬 | 0.04% | +580+4.8% | 加碼 |
| Park National Corp | 12,582 | $105.5 萬 | 0.03% | +100+0.8% | 加碼 |
| Nilsine Partners, LLC | 12,562 | $105.3 萬 | 0.09% | +5,221+71.1% | 加碼 |
| Resonant Capital Advisors, LLC | 12,555 | $105.2 萬 | 0.06% | +472+3.9% | 加碼 |
| Bragg Financial Advisors, Inc | 12,538 | $105.1 萬 | 0.03% | −1,187−8.6% | 減碼 |
| Pointe Capital Management LLC | 12,531 | $105.0 萬 | 0.51% | 00.0% | 不變 |
| Greatmark Investment Partners, Inc. | 12,523 | $105.0 萬 | 0.13% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 12,502 | $104.8 萬 | 0.06% | +4,611+58.4% | 加碼 |
| Engineers Gate Manager LP | 12,457 | $104.4 萬 | 0.01% | −83,766−87.1% | 減碼 |
| MeadowBrook Investment Advisors LLC | 12,438 | $104.3 萬 | 0.90% | −305−2.4% | 減碼 |
| Larson Financial Group LLC | 12,367 | $103.7 萬 | 0.04% | +210+1.7% | 加碼 |
| Wrapmanager Inc | 12,311 | $103.2 萬 | 0.32% | −6,659−35.1% | 減碼 |
| Carson Advisory Inc. | 12,296 | $103.1 萬 | 0.56% | −400−3.2% | 減碼 |
| Greenwood Gearhart Inc | 12,239 | $102.6 萬 | 0.06% | 00.0% | 不變 |
| South State Corp. | 12,236 | $102.6 萬 | 0.05% | −2,396−16.4% | 減碼 |
| Northwest Wealth Management, LLC | 12,234 | $102.5 萬 | 0.17% | +16+0.1% | 加碼 |
| Tyche Wealth Partners LLC | 12,212 | $102.4 萬 | 0.18% | −2,796−18.6% | 減碼 |
| Harbor Investment Advisory, LLC | 12,184 | $102.1 萬 | 0.08% | −95−0.8% | 減碼 |
| Western Wealth Management, LLC | 12,179 | $102.1 萬 | 0.05% | −773−6.0% | 減碼 |
| Trust Co of Vermont | 12,098 | $101.4 萬 | 0.04% | +126+1.1% | 加碼 |
| Hardin Capital Partners, LLC | 12,085 | $101.3 萬 | 0.54% | +10.0% | 加碼 |
| S.A. Mason LLC | 12,072 | $101.2 萬 | 0.45% | +4,936+69.2% | 加碼 |
| Prosperity Consulting Group, LLC | 12,053 | $101.0 萬 | 0.05% | +1,724+16.7% | 加碼 |
| BIP Wealth, LLC | 12,021 | $100.8 萬 | 0.05% | +8,451+236.7% | 加碼 |
| Jarislowsky, Fraser Ltd | 12,000 | $100.6 萬 | 0.01% | +500+4.3% | 加碼 |
| Stock Yards Bank & Trust Co | 11,977 | $100.4 萬 | 0.03% | +557+4.9% | 加碼 |
| Moss Adams Wealth Advisors LLC | 11,931 | $100.0 萬 | 0.08% | +342+3.0% | 加碼 |
| Northeast Investment Management | 11,918 | $99.9 萬 | 0.04% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 12,505 | $99.7 萬 | 0.11% | −262−2.1% | 減碼 |
| Thrive Wealth Management, LLC | 11,843 | $99.3 萬 | 0.15% | −640−5.1% | 減碼 |
| Clarius Group, LLC | 11,789 | $98.8 萬 | 0.06% | −4,777−28.8% | 減碼 |
| DMG Group, LLC | 11,788 | $98.8 萬 | 0.68% | −795−6.3% | 減碼 |
| Entruity Wealth, LLC | 11,776 | $98.7 萬 | 0.77% | −535−4.3% | 減碼 |
| Florida Financial Advisors, LLC | 11,735 | $98.4 萬 | 0.30% | −2,385−16.9% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,731 | $98.3 萬 | 0.07% | +21+0.2% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 11,728 | $98.3 萬 | 0.02% | +1,324+12.7% | 加碼 |
| Madison Asset Management, LLC | 11,725 | $98.3 萬 | 0.01% | −1,570−11.8% | 減碼 |
| Sepio Capital, LP | 11,682 | $97.9 萬 | 0.06% | +1,939+19.9% | 加碼 |
| Pacific Center for Financial Services | 11,675 | $97.9 萬 | 0.25% | −2,346−16.7% | 減碼 |
| Cullen Investment Group, Ltd. | 12,098 | $97.6 萬 | 0.13% | −17−0.1% | 減碼 |
| LBMC Investment Advisors, LLC | 11,626 | $97.5 萬 | 0.06% | +4,495+63.0% | 加碼 |
| Coastwise Capital Group, LLC | 11,554 | $96.8 萬 | 0.68% | +59+0.5% | 加碼 |
| Correct Capital Wealth Management | 11,552 | $96.8 萬 | 0.18% | 00.0% | 不變 |
| RB Capital Management, LLC | 11,543 | $96.8 萬 | 0.20% | −151−1.3% | 減碼 |
| Zions Bancorporation, National Association | 11,541 | $96.7 萬 | 0.05% | +2,273+24.5% | 加碼 |
| River Wealth Advisors LLC | 11,538 | $96.7 萬 | 0.11% | +164+1.4% | 加碼 |
| Kovack Advisors, Inc. | 11,532 | $96.7 萬 | 0.09% | −65−0.6% | 減碼 |
| WealthPlan Investment Management, LLC | 11,528 | $96.6 萬 | 0.06% | −111−1.0% | 減碼 |
| Mattson Financial Services, LLC | 11,474 | $96.2 萬 | 0.23% | +11,474 | 新進 |
| AIMZ Investment Advisors, LLC | 11,472 | $96.2 萬 | 0.30% | 00.0% | 不變 |
| Wittenberg Investment Management, Inc. | 11,420 | $95.7 萬 | 0.38% | −358−3.0% | 減碼 |
| Farmers Trust Co | 11,409 | $95.6 萬 | 0.16% | −410−3.5% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 11,398 | $95.5 萬 | 0.23% | +112+1.0% | 加碼 |
| Kentucky Trust Co | 11,375 | $95.3 萬 | 0.52% | −100−0.9% | 減碼 |
| Pin Oak Investment Advisors Inc | 11,350 | $95.1 萬 | 0.68% | +2,521+28.6% | 加碼 |
| GatePass Capital, LLC | 11,309 | $94.8 萬 | 0.55% | +6+0.1% | 加碼 |
| Liberty Wealth Management LLC | 11,305 | $94.8 萬 | 0.13% | +11+0.1% | 加碼 |
| Winebrenner Capital Management LLC | 11,283 | $94.6 萬 | 0.68% | 00.0% | 不變 |
| NBZ Investment Advisors LLC | 11,273 | $94.5 萬 | 0.49% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 11,269 | $94.4 萬 | 0.43% | −470−4.0% | 減碼 |
| Flagstone Financial Management | 11,257 | $94.4 萬 | 0.25% | +12+0.1% | 加碼 |
| Tarbox Family Office, Inc. | 11,242 | $94.2 萬 | 0.14% | +15+0.1% | 加碼 |
| Element Wealth, LLC | 11,208 | $93.9 萬 | 0.41% | −92−0.8% | 減碼 |
| Cromwell Holdings LLC | 11,171 | $93.6 萬 | 0.50% | 00.0% | 不變 |
| Private Management Group Inc | 11,150 | $93.5 萬 | 0.03% | −26−0.2% | 減碼 |
| Ames National Corp | 11,135 | $93.3 萬 | 0.55% | 00.0% | 不變 |
| Appleton Partners Inc | 11,113 | $93.1 萬 | 0.06% | +95+0.9% | 加碼 |
| PFW Advisors LLC | 11,071 | $92.8 萬 | 0.27% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 11,056 | $92.7 萬 | 0.16% | −2,239−16.8% | 減碼 |
| Signature Estate & Investment Advisors LLC | 11,021 | $92.4 萬 | 0.02% | +1,669+17.8% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 11,005 | $92.2 萬 | 0.20% | −344−3.0% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 10,995 | $92.2 萬 | 0.61% | −800−6.8% | 減碼 |
| Studio Investment Management LLC | 10,960 | $91.9 萬 | 0.17% | −1,602−12.8% | 減碼 |
| HCR Wealth Advisors | 11,320 | $91.1 萬 | 0.09% | 00.0% | 不變 |
| All Terrain Financial Advisors, LLC | 10,871 | $91.1 萬 | 0.29% | −595−5.2% | 減碼 |
| Wimmer Associates 1, LLC | 10,814 | $90.6 萬 | 0.44% | −2,250−17.2% | 減碼 |
| Mangrove Partners | 10,794 | $90.5 萬 | 0.08% | +10,794 | 新進 |
| Analyst IMS Investment Management Services Ltd. | 10,789 | $90.4 萬 | 0.03% | −2,650−19.7% | 減碼 |
| Accurate Wealth Management, LLC | 10,669 | $90.1 萬 | 0.12% | +1,281+13.6% | 加碼 |
| Aspen Investment Management Inc | 10,738 | $90.0 萬 | 0.35% | 00.0% | 不變 |
| Boston Private Wealth LLC | 10,726 | $89.9 萬 | 0.05% | −2,398−18.3% | 減碼 |
| Quadrant Private Wealth Management, LLC | 10,711 | $89.8 萬 | 0.16% | +1,105+11.5% | 加碼 |
| Opinicus Capital, Inc. | 10,709 | $89.8 萬 | 0.62% | +467+4.6% | 加碼 |
| IVC Wealth Advisors LLC | 10,679 | $89.5 萬 | 0.40% | −514−4.6% | 減碼 |
| Washington Trust Co | 10,648 | $89.2 萬 | 0.03% | −27−0.3% | 減碼 |
| Hikari Tsushin, Inc. | 10,631 | $89.1 萬 | 0.06% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 10,594 | $88.8 萬 | 0.03% | +50.0% | 加碼 |
| Pettyjohn, Wood & White, Inc | 10,539 | $88.3 萬 | 0.15% | +10.0% | 加碼 |
| Boit C F David | 10,519 | $88.2 萬 | 0.40% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 10,505 | $88.1 萬 | 0.44% | −602−5.4% | 減碼 |
| Linscomb & Williams, Inc. | 10,429 | $87.4 萬 | 0.04% | +962+10.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 10,421 | $87.3 萬 | 0.05% | −616−5.6% | 減碼 |
| Klingman & Associates, LLC | 10,417 | $87.3 萬 | 0.04% | +6,683+179.0% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 10,362 | $87.2 萬 | 0.01% | +9,759+1,618.4% | 加碼 |
| Carrera Capital Advisors | 10,370 | $86.9 萬 | 0.16% | +400+4.0% | 加碼 |
| Silver Oak Securities, Inc | 10,335 | $86.6 萬 | 0.06% | +7,216+231.4% | 加碼 |
| Montecito Bank & Trust | 10,330 | $86.6 萬 | 0.13% | +10,330 | 新進 |