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 |
|---|---|---|---|---|---|
| Bridge Creek Capital Management LLC | 7,400 | $62.0 萬 | 0.17% | 00.0% | 不變 |
| Tranquility Partners, LLC | 7,374 | $61.8 萬 | 0.21% | +7,374 | 新進 |
| E&G Advisors, LP | 7,352 | $61.6 萬 | 0.14% | −682−8.5% | 減碼 |
| Tradewinds Capital Management, LLC | 7,349 | $61.6 萬 | 0.14% | 00.0% | 不變 |
| Pacifica Capital Investments, LLC | 7,335 | $61.5 萬 | 0.17% | 00.0% | 不變 |
| BlueStem Wealth Partners, LLC | 7,332 | $61.5 萬 | 0.07% | −1,349−15.5% | 減碼 |
| Global Assets Advisory, LLC | 7,330 | $61.4 萬 | 0.18% | 00.0% | 不變 |
| Sageworth Trust Co | 7,312 | $61.3 萬 | 0.03% | +7,312 | 新進 |
| Papp L Roy & Associates | 7,310 | $61.3 萬 | 0.07% | −2,693−26.9% | 減碼 |
| Howe & Rusling Inc | 7,309 | $61.3 萬 | 0.04% | +469+6.9% | 加碼 |
| Ironwood Investment Counsel, LLC | 7,276 | $61.0 萬 | 0.09% | −340−4.5% | 減碼 |
| Lakeside Advisors, INC. | 7,275 | $61.0 萬 | 0.39% | 00.0% | 不變 |
| Fermata Advisors, LLC | 7,263 | $60.9 萬 | 0.15% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 7,239 | $60.7 萬 | 0.15% | −1,609−18.2% | 減碼 |
| Confluence Wealth Services, Inc. | 7,233 | $60.6 萬 | 0.03% | +143+2.0% | 加碼 |
| Alpha Family Trust | 7,220 | $60.5 萬 | 0.28% | 00.0% | 不變 |
| Coastline Trust Co | 7,196 | $60.3 萬 | 0.06% | +220+3.2% | 加碼 |
| Peak Retirement Planning, Inc. | 7,190 | $60.3 萬 | 0.17% | +444+6.6% | 加碼 |
| MONECO Advisors, LLC | 7,184 | $60.2 萬 | 0.05% | +84+1.2% | 加碼 |
| Atom Investors LP | 7,153 | $60.0 萬 | 0.05% | −34,458−82.8% | 減碼 |
| Connecticut Wealth Management, LLC | 7,150 | $59.9 萬 | 0.03% | −76−1.1% | 減碼 |
| Cowa, LLC | 7,143 | $59.9 萬 | 0.20% | −480−6.3% | 減碼 |
| Secure Asset Management, LLC | 7,400 | $59.8 萬 | 0.10% | +567+8.3% | 加碼 |
| Well Done, LLC | 7,138 | $59.8 萬 | 0.10% | −84−1.2% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 7,136 | $59.8 萬 | 0.11% | +378+5.6% | 加碼 |
| Spirepoint Private Client, LLC | 7,129 | $59.8 萬 | 0.06% | +7,129 | 新進 |
| Heritage Investment Group, Inc. | 7,120 | $59.7 萬 | 0.10% | +915+14.7% | 加碼 |
| MSH Capital Advisors LLC | 7,114 | $59.6 萬 | 0.16% | +11+0.2% | 加碼 |
| Cache Advisors, LLC | 7,100 | $59.5 萬 | 0.10% | 00.0% | 不變 |
| one8zero8, LLC | 7,085 | $59.4 萬 | 0.13% | 00.0% | 不變 |
| Delta Investment Management, LLC | 7,077 | $59.3 萬 | 0.11% | −15−0.2% | 減碼 |
| Blue Barn Wealth, LLC | 7,065 | $59.2 萬 | 0.26% | +1,323+23.0% | 加碼 |
| Burton Enright Welch | 7,058 | $59.2 萬 | 0.09% | −2,070−22.7% | 減碼 |
| Douglas Lane & Associates, LLC | 7,058 | $59.2 萬 | 0.01% | −1,582−18.3% | 減碼 |
| SNS Financial Group, LLC | 7,026 | $58.9 萬 | 0.05% | −10.0% | 減碼 |
| Tucker Asset Management LLC | 7,023 | $58.9 萬 | 0.18% | −102−1.4% | 減碼 |
| Cambridge Advisors Inc. | 7,022 | $58.9 萬 | 0.12% | −98−1.4% | 減碼 |
| Integrity Wealth Advisors, Inc. | 7,143 | $58.8 萬 | 0.21% | +2,775+63.5% | 加碼 |
| Silver Oak Advisory Group, Inc. | 7,004 | $58.7 萬 | 0.27% | −370−5.0% | 減碼 |
| Kearns & Associates LLC | 7,000 | $58.7 萬 | 0.31% | 00.0% | 不變 |
| Nwam LLC | 6,813 | $58.4 萬 | 0.03% | −1,481−17.9% | 減碼 |
| Means Investment Co., Inc. | 6,970 | $58.4 萬 | 0.05% | −97−1.4% | 減碼 |
| Sound Income Strategies, LLC | 7,308 | $58.4 萬 | 0.03% | −360−4.7% | 減碼 |
| Fiduciary Alliance LLC | 6,954 | $58.3 萬 | 0.04% | −9,794−58.5% | 減碼 |
| Magnus Financial Group LLC | 6,944 | $58.2 萬 | 0.05% | −523−7.0% | 減碼 |
| HHM Wealth Advisors, LLC | 6,933 | $58.1 萬 | 0.07% | +36+0.5% | 加碼 |
| Fairview Capital Investment Management, LLC | 6,930 | $58.1 萬 | 0.03% | −425−5.8% | 減碼 |
| Naples Global Advisors, LLC | 6,919 | $58.0 萬 | 0.05% | +2,355+51.6% | 加碼 |
| SPC Financial, Inc. | 6,904 | $57.9 萬 | 0.05% | +578+9.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 6,895 | $57.8 萬 | 0.06% | +61+0.9% | 加碼 |
| Summa Corp. | 6,829 | $57.2 萬 | 0.25% | −2,197−24.3% | 減碼 |
| Ameritas Advisory Services, LLC | 6,824 | $57.2 萬 | 0.04% | −1,629−19.3% | 減碼 |
| New Hampshire Trust | 6,785 | $56.9 萬 | 0.11% | 00.0% | 不變 |
| Lincoln Capital LLC | 7,042 | $56.8 萬 | 0.11% | +28+0.4% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 6,747 | $56.6 萬 | 0.24% | +656+10.8% | 加碼 |
| Drexel Morgan & Co. | 6,747 | $56.6 萬 | 0.09% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 6,724 | $56.4 萬 | 0.25% | −420−5.9% | 減碼 |
| Lynch & Associates | 6,713 | $56.3 萬 | 0.11% | −16−0.2% | 減碼 |
| Eisler Capital Management Ltd. | 6,647 | $56.2 萬 | 0.01% | −133,264−95.2% | 減碼 |
| New Republic Capital, LLC | 6,689 | $56.1 萬 | 0.17% | +744+12.5% | 加碼 |
| Piscataqua Savings Bank | 6,684 | $56.0 萬 | 0.44% | −132−1.9% | 減碼 |
| Weil Company, Inc. | 6,673 | $55.9 萬 | 0.13% | −277−4.0% | 減碼 |
| Canopy Partners, LLC | 6,654 | $55.8 萬 | 0.19% | −103−1.5% | 減碼 |
| Citizens Business Bank | 6,650 | $55.7 萬 | 0.09% | +2,661+66.7% | 加碼 |
| Axis Wealth Partners, LLC | 6,639 | $55.6 萬 | 0.33% | +84+1.3% | 加碼 |
| BlackDiamond Wealth Management Inc. | 6,623 | $55.5 萬 | 0.30% | −6−0.1% | 減碼 |
| Fortitude Family Office, LLC | 6,620 | $55.5 萬 | 0.15% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 6,613 | $55.4 萬 | 0.15% | +626+10.5% | 加碼 |
| Keystone Financial Group | 6,603 | $55.3 萬 | 0.04% | +52+0.8% | 加碼 |
| a16z Perennial Management, L.P. | 6,584 | $55.2 萬 | 0.04% | +6,584 | 新進 |
| RD Lewis Holdings, Inc. | 6,393 | $55.1 萬 | 0.52% | −475−6.9% | 減碼 |
| Intrua Financial, LLC | 6,559 | $55.0 萬 | 0.06% | −8−0.1% | 減碼 |
| Sax Wealth Advisors, LLC | 6,528 | $54.7 萬 | 0.03% | −3,628−35.7% | 減碼 |
| Twinbeech Capital LP | 6,526 | $54.7 萬 | 0.02% | −73,815−91.9% | 減碼 |
| Founders Financial Alliance, LLC | 6,520 | $54.7 萬 | 0.10% | +1,578+31.9% | 加碼 |
| Maia Wealth LLC | 6,326 | $54.5 萬 | 0.09% | +153+2.5% | 加碼 |
| Family Management Corp | 6,478 | $54.3 萬 | 0.08% | +2,142+49.4% | 加碼 |
| Richmond Investment Services, LLC | 6,472 | $54.2 萬 | 0.10% | +50+0.8% | 加碼 |
| Duncker Streett & Co Inc | 6,458 | $54.1 萬 | 0.09% | +93+1.5% | 加碼 |
| Heartland Bank & Trust Co | 6,453 | $54.1 萬 | 0.22% | −282−4.2% | 減碼 |
| STAR Financial Bank | 6,449 | $54.1 萬 | 0.32% | −709−9.9% | 減碼 |
| CVA Family Office, LLC | 6,444 | $54.0 萬 | 0.07% | +58+0.9% | 加碼 |
| Cooper Financial Group | 6,417 | $53.8 萬 | 0.06% | −207−3.1% | 減碼 |
| Sterneck Capital Management, LLC | 6,415 | $53.8 萬 | 0.25% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 6,400 | $53.6 萬 | 0.14% | −3,027−32.1% | 減碼 |
| Requisite Capital Management, LLC | 6,400 | $53.6 萬 | 0.09% | +6,400 | 新進 |
| Wealth Preservation Advisors, LLC | 6,375 | $53.4 萬 | 0.31% | +157+2.5% | 加碼 |
| M3 Advisory Group, LLC | 6,371 | $53.4 萬 | 0.33% | −17−0.3% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 6,370 | $53.4 萬 | 0.35% | +257+4.2% | 加碼 |
| Red Door Wealth Management, LLC | 6,362 | $53.3 萬 | 0.06% | −874−12.1% | 減碼 |
| Hayek Kallen Investment Management | 6,360 | $53.3 萬 | 0.17% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 6,605 | $53.3 萬 | 0.05% | +1,809+37.7% | 加碼 |
| Traphagen Investment Advisors LLC | 6,346 | $53.2 萬 | 0.05% | +127+2.0% | 加碼 |
| Zullo Investment Group, Inc. | 6,340 | $53.2 萬 | 0.20% | +122+2.0% | 加碼 |
| Iowa State Bank | 6,332 | $53.1 萬 | 0.10% | +6,332 | 新進 |
| Grant Private Wealth Management Inc | 6,330 | $53.1 萬 | 0.33% | −30,951−83.0% | 減碼 |
| Wayfinding Financial, LLC | 6,317 | $52.9 萬 | 0.23% | −249−3.8% | 減碼 |
| Fortress Financial Group, LLC | 6,309 | $52.9 萬 | 0.41% | +17+0.3% | 加碼 |
| Schulhoff & Co Inc | 6,307 | $52.9 萬 | 0.23% | +10.0% | 加碼 |
| VisionPoint Advisory Group, LLC | 6,305 | $52.8 萬 | 0.11% | +2,629+71.5% | 加碼 |