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 |
|---|---|---|---|---|---|
| Diametric Capital, LP | 10,330 | $86.6 萬 | 0.32% | +10,330 | 新進 |
| Wealthspan Partners, LLC | 10,295 | $86.3 萬 | 0.33% | −1,733−14.4% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 10,250 | $85.9 萬 | 0.48% | −155−1.5% | 減碼 |
| Westover Capital Advisors, LLC | 10,247 | $85.9 萬 | 0.16% | +1,200+13.3% | 加碼 |
| Perennial Investment Advisors, LLC | 10,241 | $85.8 萬 | 0.07% | −830−7.5% | 減碼 |
| Interchange Capital Partners, LLC | 10,199 | $85.5 萬 | 0.17% | +1,732+20.5% | 加碼 |
| Blueprint Investment Partners LLC | 10,183 | $85.4 萬 | 0.12% | +10,183 | 新進 |
| Cheviot Value Management, LLC | 9,800 | $85.2 萬 | 0.09% | 00.0% | 不變 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 10,149 | $85.1 萬 | 0.01% | −12,699−55.6% | 減碼 |
| Perennial Advisors, LLC | 10,122 | $84.8 萬 | 0.15% | +30.0% | 加碼 |
| Webster Bank, N. A. | 10,092 | $84.6 萬 | 0.08% | −407−3.9% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 10,070 | $84.4 萬 | 0.16% | 00.0% | 不變 |
| Blue Rock Wealth Management LLC | 10,057 | $84.3 萬 | 0.52% | +287+2.9% | 加碼 |
| Northstar Financial Companies, Inc. | 10,052 | $84.3 萬 | 0.78% | +780+8.4% | 加碼 |
| SGL Investment Advisors, Inc. | 9,643 | $84.2 萬 | 0.35% | +599+6.6% | 加碼 |
| West Bancorporation Inc | 10,024 | $84.0 萬 | 0.47% | +574+6.1% | 加碼 |
| Krilogy Financial LLC | 9,642 | $83.8 萬 | 0.03% | +9,642 | 新進 |
| Parkside Investments, LLC | 10,000 | $83.8 萬 | 0.10% | 00.0% | 不變 |
| Seven Mile Advisory | 9,982 | $83.7 萬 | 0.14% | +2,719+37.4% | 加碼 |
| Baker Tilly Wealth Management, LLC | 9,971 | $83.6 萬 | 0.19% | +1,792+21.9% | 加碼 |
| Zuckerman Investment Group, LLC | 9,968 | $83.6 萬 | 0.08% | 00.0% | 不變 |
| Altfest L J & Co Inc | 9,963 | $83.5 萬 | 0.09% | −411−4.0% | 減碼 |
| AlTi Global, Inc. | 9,963 | $83.5 萬 | 0.02% | +5,283+112.9% | 加碼 |
| Woodmont Investment Counsel LLC | 9,952 | $83.4 萬 | 0.06% | +216+2.2% | 加碼 |
| Manske Wealth Management | 9,921 | $83.2 萬 | 0.26% | −440−4.2% | 減碼 |
| Beaton Management Co. Inc. | 9,850 | $82.6 萬 | 0.38% | −50−0.5% | 減碼 |
| Stephenson National Bank & Trust | 9,848 | $82.5 萬 | 0.25% | −400−3.9% | 減碼 |
| Sendero Wealth Management, LLC | 9,826 | $82.4 萬 | 0.10% | −4,904−33.3% | 減碼 |
| Wallace Advisory Group, LLC | 10,273 | $82.3 萬 | 0.66% | −1,342−11.6% | 減碼 |
| G&S Capital LLC | 9,774 | $81.9 萬 | 0.30% | +22+0.2% | 加碼 |
| Venturi Wealth Management, LLC | 9,764 | $81.8 萬 | 0.04% | +1,131+13.1% | 加碼 |
| Everpar Advisors LLC | 9,764 | $81.8 萬 | 0.32% | +1,297+15.3% | 加碼 |
| Alliance Wealth Advisors, LLC | 9,752 | $81.7 萬 | 0.19% | −208−2.1% | 減碼 |
| Valley National Advisers Inc | 9,751 | $81.7 萬 | 0.13% | −211−2.1% | 減碼 |
| Rockland Trust Co | 9,700 | $81.3 萬 | 0.03% | −150−1.5% | 減碼 |
| WealthShield Partners, LLC | 9,699 | $81.3 萬 | 0.09% | −5−0.1% | 減碼 |
| Tudor Financial Inc. | 9,693 | $81.2 萬 | 0.43% | +652+7.2% | 加碼 |
| Monetary Management Group Inc | 9,645 | $80.8 萬 | 0.19% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 9,621 | $80.6 萬 | 0.05% | +532+5.9% | 加碼 |
| Van Strum & Towne Inc. | 9,621 | $80.6 萬 | 0.24% | 00.0% | 不變 |
| First PREMIER Bank | 9,619 | $80.6 萬 | 0.18% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 9,610 | $80.6 萬 | 0.14% | −57−0.6% | 減碼 |
| Smith Thornton Advisors LLC | 9,591 | $80.4 萬 | 0.42% | 00.0% | 不變 |
| Rexford Capital Inc | 9,574 | $80.2 萬 | 0.62% | 00.0% | 不變 |
| KPP Advisory Services LLC | 9,557 | $80.1 萬 | 0.12% | −305−3.1% | 減碼 |
| Onefund, LLC | 9,548 | $80.0 萬 | 0.51% | +380+4.1% | 加碼 |
| Creekside Partners | 9,537 | $79.9 萬 | 0.35% | 00.0% | 不變 |
| Monarch Capital Management Inc | 9,496 | $79.6 萬 | 0.20% | −500−5.0% | 減碼 |
| Biltmore Family Office, LLC | 9,476 | $79.4 萬 | 0.11% | +57+0.6% | 加碼 |
| Manchester Capital Management LLC | 9,462 | $79.3 萬 | 0.11% | −3,437−26.6% | 減碼 |
| Holistic Planning, LLC | 9,449 | $79.2 萬 | 0.21% | +63+0.7% | 加碼 |
| Aprio Wealth Management, LLC | 9,447 | $79.2 萬 | 0.08% | +1,021+12.1% | 加碼 |
| Athena Investment Management | 9,447 | $79.2 萬 | 0.41% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 9,417 | $78.9 萬 | 0.09% | −599−6.0% | 減碼 |
| North Forty Two & Co. | 9,408 | $78.9 萬 | 0.77% | −900−8.7% | 減碼 |
| von Borstel & Associates, Inc. | 9,131 | $78.5 萬 | 0.12% | +6,181+209.5% | 加碼 |
| Stratos Wealth Advisors, LLC | 9,351 | $78.4 萬 | 0.04% | +212+2.3% | 加碼 |
| Perpetual Ltd | 9,325 | $78.2 萬 | 0.01% | +712+8.3% | 加碼 |
| Genus Capital Management Inc. | 9,300 | $78.0 萬 | 0.09% | +9,300 | 新進 |
| Strategic Blueprint, LLC | 9,297 | $77.9 萬 | 0.03% | +548+6.3% | 加碼 |
| Guardian Wealth Advisors, LLC | 9,270 | $77.7 萬 | 0.05% | +1,458+18.7% | 加碼 |
| Radnor Capital Management, LLC | 9,250 | $77.5 萬 | 0.12% | −451−4.6% | 減碼 |
| McAdam, LLC | 9,246 | $77.5 萬 | 0.04% | +1,029+12.5% | 加碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,245 | $77.5 萬 | 0.06% | −22−0.2% | 減碼 |
| Avidian Wealth Solutions, LLC | 9,201 | $77.1 萬 | 0.03% | +414+4.7% | 加碼 |
| Monument Capital Management | 9,178 | $76.9 萬 | 0.19% | −921−9.1% | 減碼 |
| Phillips Wealth Planners LLC | 9,515 | $76.8 萬 | 0.64% | +6,112+179.6% | 加碼 |
| Jacobs & Co | 9,162 | $76.7 萬 | 0.07% | −880−8.8% | 減碼 |
| Baron Wealth Management LLC | 9,149 | $76.7 萬 | 0.25% | +760+9.1% | 加碼 |
| Regatta Capital Group, LLC | 9,137 | $76.6 萬 | 0.12% | −112−1.2% | 減碼 |
| Crown Wealth Group, LLC | 9,094 | $76.2 萬 | 0.23% | +37+0.4% | 加碼 |
| Davis R M Inc | 9,069 | $76.0 萬 | 0.01% | −31−0.3% | 減碼 |
| Evermay Wealth Management LLC | 9,065 | $76.0 萬 | 0.09% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 9,019 | $75.6 萬 | 0.05% | +58+0.6% | 加碼 |
| JNBA Financial Advisors | 8,953 | $75.0 萬 | 0.07% | −60−0.7% | 減碼 |
| Old North State Trust, LLC | 8,949 | $75.0 萬 | 0.46% | −585−6.1% | 減碼 |
| Tower Trust & Investment Co | 8,908 | $74.7 萬 | 0.50% | 00.0% | 不變 |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $74.4 萬 | 0.24% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 8,832 | $74.0 萬 | 0.16% | +393+4.7% | 加碼 |
| Prentice Wealth Management LLC | 8,824 | $74.0 萬 | 0.18% | −218−2.4% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,823 | $74.0 萬 | 0.22% | −8−0.1% | 減碼 |
| Field & Main Bank | 8,820 | $73.9 萬 | 0.22% | +570+6.9% | 加碼 |
| Cumberland Advisors Inc | 8,800 | $73.8 萬 | 0.28% | −2,000−18.5% | 減碼 |
| MCF Advisors LLC | 8,780 | $73.6 萬 | 0.05% | +1,619+22.6% | 加碼 |
| LVW Advisors, LLC | 8,730 | $73.2 萬 | 0.08% | +1,512+20.9% | 加碼 |
| Cim Investment Mangement Inc | 8,720 | $73.1 萬 | 0.20% | −91−1.0% | 減碼 |
| Cornerstone Wealth Group, LLC | 8,695 | $72.9 萬 | 0.05% | −183−2.1% | 減碼 |
| Mayflower Financial Advisors, LLC | 8,652 | $72.5 萬 | 0.09% | +3,202+58.8% | 加碼 |
| Cornerstone Wealth Advisors, Inc. | 8,650 | $72.5 萬 | 0.18% | +1,729+25.0% | 加碼 |
| Tradewinds, LLC. | 8,637 | $72.4 萬 | 0.18% | +8,637 | 新進 |
| Core Alternative Capital | 8,635 | $72.4 萬 | 0.21% | −3,971−31.5% | 減碼 |
| Capital Advantage, Inc. | 8,634 | $72.4 萬 | 0.11% | 00.0% | 不變 |
| Financial Insights, Inc. | 8,608 | $72.2 萬 | 0.24% | +1,258+17.1% | 加碼 |
| Austin Private Wealth, LLC | 8,605 | $72.1 萬 | 0.06% | +278+3.3% | 加碼 |
| Hudock, Inc. | 8,556 | $71.7 萬 | 0.11% | −217−2.5% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 8,557 | $71.7 萬 | 0.24% | +20+0.2% | 加碼 |
| Lauterbach Financial Advisors, LLC | 8,506 | $71.3 萬 | 0.36% | +347+4.3% | 加碼 |
| Optas, LLC | 8,496 | $71.2 萬 | 0.12% | +1,807+27.0% | 加碼 |
| Shufro Rose & Co LLC | 9,906 | $71.1 萬 | 0.06% | 00.0% | 不變 |
| Strategic Investment Advisors | 8,470 | $71.0 萬 | 0.06% | −1,412−14.3% | 減碼 |