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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 8,456 | $70.9 萬 | 0.08% | +10+0.1% | 加碼 |
| Bedel Financial Consulting, Inc. | 8,452 | $70.8 萬 | 0.09% | +18+0.2% | 加碼 |
| Sivia Capital Partners, LLC | 8,448 | $70.8 萬 | 0.20% | +75+0.9% | 加碼 |
| Advisors Management Group Inc | 8,423 | $70.6 萬 | 0.12% | −15−0.2% | 減碼 |
| Eagle Global Advisors LLC | 8,418 | $70.6 萬 | 0.03% | 00.0% | 不變 |
| Legacy Financial Group LLC | 8,412 | $70.5 萬 | 0.09% | −142−1.7% | 減碼 |
| Howard Bailey Securities, LLC | 8,406 | $70.5 萬 | 0.20% | −26−0.3% | 減碼 |
| Roberts Capital Advisors, LLC | 8,405 | $70.5 萬 | 0.78% | +8,405 | 新進 |
| B.O.S.S. Retirement Advisors, LLC | 8,399 | $70.4 萬 | 0.17% | +1,228+17.1% | 加碼 |
| Valmark Advisers, Inc. | 8,366 | $70.1 萬 | 0.01% | −34−0.4% | 減碼 |
| Cutler Investment Counsel LLC | 8,359 | $70.1 萬 | 0.07% | +190+2.3% | 加碼 |
| Allen Capital Group, LLC | 8,346 | $70.0 萬 | 0.07% | +317+3.9% | 加碼 |
| Prudent Man Advisors, LLC | 8,340 | $69.9 萬 | 0.26% | −8,030−49.1% | 減碼 |
| O'Neil Global Advisors, Inc. | 8,292 | $69.5 萬 | 0.13% | +8,292 | 新進 |
| Kagan Cocozza Asset Management | 8,280 | $69.4 萬 | 0.53% | −676−7.5% | 減碼 |
| Versant Capital Management, Inc | 8,277 | $69.4 萬 | 0.09% | +2,063+33.2% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 8,250 | $69.2 萬 | 0.16% | +4,580+124.8% | 加碼 |
| Advisor OS, LLC | 8,244 | $69.1 萬 | 0.06% | +1,153+16.3% | 加碼 |
| Vermillion Wealth Management, Inc. | 8,243 | $69.1 萬 | 0.19% | +142+1.8% | 加碼 |
| Plan A Wealth LLC | 8,228 | $69.0 萬 | 0.35% | −2,618−24.1% | 減碼 |
| China Universal Asset Management Co., Ltd. | 8,215 | $68.9 萬 | 0.06% | −2,917−26.2% | 減碼 |
| West Michigan Advisors, LLC | 8,215 | $68.9 萬 | 0.17% | +4,034+96.5% | 加碼 |
| Dakota Wealth Management | 8,210 | $68.8 萬 | 0.01% | −9,502−53.6% | 減碼 |
| Wealthstream Advisors, Inc. | 8,204 | $68.8 萬 | 0.10% | +270+3.4% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 8,185 | $68.6 萬 | 1.20% | −1,994−19.6% | 減碼 |
| Cape Investment Advisory, Inc. | 8,171 | $68.5 萬 | 0.67% | +307+3.9% | 加碼 |
| Diversified Enterprises, LLC | 8,163 | $68.4 萬 | 0.05% | +478+6.2% | 加碼 |
| Coastal Bridge Advisors, LLC | 8,161 | $68.4 萬 | 0.05% | −5,918−42.0% | 減碼 |
| Evoke Wealth, LLC | 8,147 | $68.3 萬 | 0.01% | +1,805+28.5% | 加碼 |
| Sunflower Bank, N.A. | 8,144 | $68.3 萬 | 0.17% | +56+0.7% | 加碼 |
| Sippican Capital Advisors | 8,115 | $68.0 萬 | 0.45% | −28−0.3% | 減碼 |
| Money Concepts Capital Corp | 8,097 | $67.9 萬 | 0.04% | +835+11.5% | 加碼 |
| Integrity Financial Corp | 8,083 | $67.8 萬 | 0.32% | +57+0.7% | 加碼 |
| Waddell & Associates, LLC | 8,050 | $67.5 萬 | 0.06% | +479+6.3% | 加碼 |
| CFO4Life Group, LLC | 8,049 | $67.5 萬 | 0.10% | +172+2.2% | 加碼 |
| Auxano Advisors, LLC | 8,047 | $67.5 萬 | 0.14% | +95+1.2% | 加碼 |
| J.Safra Asset Management Corp | 8,046 | $67.4 萬 | 0.04% | +2,361+41.5% | 加碼 |
| Old West Investment Management, LLC | 8,037 | $67.4 萬 | 0.15% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 8,016 | $67.2 萬 | 0.05% | +66+0.8% | 加碼 |
| Capital Performance Advisors LLP | 8,015 | $67.2 萬 | 0.11% | −500−5.9% | 減碼 |
| Wealth Architects, LLC | 8,006 | $67.1 萬 | 0.06% | +181+2.3% | 加碼 |
| JFS Wealth Advisors, LLC | 7,979 | $66.9 萬 | 0.04% | −2,877−26.5% | 減碼 |
| RKL Wealth Management LLC | 7,978 | $66.9 萬 | 0.06% | −41−0.5% | 減碼 |
| Sentry Investment Management LLC | 8,367 | $66.7 萬 | 0.45% | +46+0.6% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 7,951 | $66.6 萬 | 0.10% | −192−2.4% | 減碼 |
| Pines Wealth Management, LLC | 7,919 | $66.4 萬 | 0.22% | −770−8.9% | 減碼 |
| Tactive Advisors, LLC | 7,889 | $66.1 萬 | 0.19% | −378−4.6% | 減碼 |
| Cassaday & Co Wealth Management LLC | 7,878 | $66.0 萬 | 0.02% | +307+4.1% | 加碼 |
| Bridgewater Advisors Inc. | 7,659 | $65.9 萬 | 0.05% | +195+2.6% | 加碼 |
| Marietta Investment Partners LLC | 7,860 | $65.9 萬 | 0.13% | −940−10.7% | 減碼 |
| Atala Financial Inc | 7,853 | $65.8 萬 | 0.42% | 00.0% | 不變 |
| Equitable Trust Co | 7,846 | $65.8 萬 | 0.03% | −19,740−71.6% | 減碼 |
| Institute for Wealth Management, LLC. | 7,835 | $65.7 萬 | 0.07% | −19−0.2% | 減碼 |
| Harmony Asset Management LLC | 7,834 | $65.7 萬 | 0.23% | +7,834 | 新進 |
| KG&L Capital Management,LLC | 10,047 | $65.7 萬 | 0.18% | −5,385−34.9% | 減碼 |
| Van Cleef Asset Management,Inc | 7,817 | $65.5 萬 | 0.07% | +10.0% | 加碼 |
| FORA Capital, LLC | 7,800 | $65.4 萬 | 0.12% | +7,800 | 新進 |
| SilverOak Wealth Management LLC | 7,777 | $65.2 萬 | 0.11% | −1,122−12.6% | 減碼 |
| Elevate Wealth Advisory, Inc | 7,753 | $65.0 萬 | 0.47% | −10.0% | 減碼 |
| Elyxium Wealth, LLC | 7,751 | $65.0 萬 | 0.23% | +53+0.7% | 加碼 |
| Oxford Financial Group Ltd | 7,703 | $64.6 萬 | 0.04% | +984+14.6% | 加碼 |
| Sky Investment Group LLC | 7,700 | $64.5 萬 | 0.11% | 00.0% | 不變 |
| Summit Asset Management, LLC | 7,695 | $64.5 萬 | 0.10% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 7,694 | $64.5 萬 | 0.06% | +392+5.4% | 加碼 |
| Deseret Mutual Benefit Administrators | 7,693 | $64.5 萬 | 0.27% | −1,328−14.7% | 減碼 |
| OneAscent Wealth Management LLC | 7,693 | $64.5 萬 | 0.22% | +36+0.5% | 加碼 |
| Whalerock Point Partners, LLC | 7,693 | $64.5 萬 | 0.13% | +1,410+22.4% | 加碼 |
| BancorpSouth Bank | 7,693 | $64.5 萬 | 0.04% | +76+1.0% | 加碼 |
| Tributary Capital Management, LLC | 7,690 | $64.5 萬 | 0.06% | −430−5.3% | 減碼 |
| Doliver Advisors, LP | 7,675 | $64.3 萬 | 0.17% | 00.0% | 不變 |
| Safeguard Investment Advisory Group, LLC | 7,651 | $64.1 萬 | 0.16% | +75+1.0% | 加碼 |
| ZEGA Investments, LLC | 7,630 | $64.0 萬 | 0.15% | +7+0.1% | 加碼 |
| Claro Advisors LLC | 7,627 | $63.9 萬 | 0.09% | −754−9.0% | 減碼 |
| Wood Tarver Financial Group, LLC | 7,634 | $63.9 萬 | 0.19% | +10.0% | 加碼 |
| DKM Wealth Management, Inc. | 7,616 | $63.8 萬 | 0.51% | +22+0.3% | 加碼 |
| Patten & Patten Inc | 7,606 | $63.8 萬 | 0.04% | +499+7.0% | 加碼 |
| Cornerstone Advisory, LLC | 7,600 | $63.7 萬 | 0.06% | +157+2.1% | 加碼 |
| Winthrop Capital Management, LLC | 7,584 | $63.6 萬 | 0.15% | −1,251−14.2% | 減碼 |
| Basepoint Wealth LLC | 7,574 | $63.5 萬 | 0.45% | −542−6.7% | 減碼 |
| TCTC Holdings, LLC | 7,574 | $63.5 萬 | 0.02% | −119−1.5% | 減碼 |
| Sawgrass Asset Management LLC | 7,570 | $63.5 萬 | 0.08% | +630+9.1% | 加碼 |
| First National Bank | 7,564 | $63.4 萬 | 0.34% | −270−3.4% | 減碼 |
| Mosaic Financial Group, LLC | 7,559 | $63.4 萬 | 0.45% | +14+0.2% | 加碼 |
| BigSur Wealth Management LLC | 7,550 | $63.3 萬 | 0.16% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 7,550 | $63.3 萬 | 0.02% | −5,088−40.3% | 減碼 |
| Bouchey Financial Group Ltd | 7,534 | $63.1 萬 | 0.05% | +101+1.4% | 加碼 |
| Copperleaf Capital, LLC | 7,525 | $63.1 萬 | 0.30% | +230+3.2% | 加碼 |
| Humankind Investments LLC | 7,509 | $62.9 萬 | 0.14% | +221+3.0% | 加碼 |
| Triasima Portfolio Management inc. | 7,480 | $62.7 萬 | 0.09% | +7,480 | 新進 |
| Triumph Capital Management | 7,462 | $62.5 萬 | 0.17% | 00.0% | 不變 |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $62.5 萬 | 0.08% | 00.0% | 不變 |
| Weaver Capital Management LLC | 7,443 | $62.4 萬 | 0.14% | +7,443 | 新進 |
| Weaver Consulting Group | 7,441 | $62.4 萬 | 0.16% | +119+1.6% | 加碼 |
| Victory Financial Group, LLC | 7,440 | $62.4 萬 | 0.09% | +3,706+99.3% | 加碼 |
| Brueske Advisory Services, LLC | 7,433 | $62.3 萬 | 0.34% | +98+1.3% | 加碼 |
| Brown Miller Wealth Management, LLC | 7,424 | $62.2 萬 | 0.18% | +3,060+70.1% | 加碼 |
| Capital Management Associates, Inc | 7,423 | $62.2 萬 | 0.17% | +1,255+20.3% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 7,423 | $62.2 萬 | 0.16% | 00.0% | 不變 |
| Verum Partners LLC | 7,408 | $62.1 萬 | 0.13% | +143+2.0% | 加碼 |
| Spinnaker Trust | 7,407 | $62.1 萬 | 0.03% | 00.0% | 不變 |