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 |
|---|---|---|---|---|---|
| Ullmann Financial Group, Inc. | 4,739 | $39.7 萬 | 0.04% | −500−9.5% | 減碼 |
| Holistic Financial Partners | 4,735 | $39.7 萬 | 0.16% | +1,875+65.6% | 加碼 |
| O'Rourke & Company, Inc | 4,735 | $39.7 萬 | 0.17% | +3+0.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 4,732 | $39.7 萬 | 0.02% | +855+22.1% | 加碼 |
| HFG Advisors, Inc. | 4,729 | $39.6 萬 | 0.29% | +691+17.1% | 加碼 |
| Revolve Wealth Partners, LLC | 4,722 | $39.6 萬 | 0.05% | +105+2.3% | 加碼 |
| Algert Global LLC | 4,721 | $39.6 萬 | 0.01% | −3,999−45.9% | 減碼 |
| Successful Portfolios LLC | 4,718 | $39.5 萬 | 0.23% | −127−2.6% | 減碼 |
| Founders Capital Management | 4,697 | $39.4 萬 | 0.21% | 00.0% | 不變 |
| Cardinal Point Capital Management, ULC | 4,675 | $39.2 萬 | 0.03% | 00.0% | 不變 |
| Alternative Investment Advisors, LLC. | 4,673 | $39.2 萬 | 0.18% | +20.0% | 加碼 |
| Green Square Capital Advisors LLC | 4,884 | $39.1 萬 | 0.05% | 00.0% | 不變 |
| Quantbot Technologies LP | 4,668 | $39.1 萬 | 0.01% | −42,072−90.0% | 減碼 |
| Kesler, Norman & Wride, LLC | 5,564 | $39.1 萬 | 0.08% | +683+14.0% | 加碼 |
| Apexium Financial, LP | 4,642 | $38.9 萬 | 0.02% | +14+0.3% | 加碼 |
| Copley Financial Group, Inc. | 4,638 | $38.9 萬 | 0.27% | +4,638 | 新進 |
| Atlas Legacy Advisors, LLC | 4,631 | $38.8 萬 | 0.07% | +1,290+38.6% | 加碼 |
| FSM Wealth Advisors, LLC | 4,622 | $38.7 萬 | 0.05% | +1,471+46.7% | 加碼 |
| Prairiewood Capital, LLC | 4,593 | $38.5 萬 | 0.13% | +193+4.4% | 加碼 |
| Concentrum Wealth Management | 4,582 | $38.4 萬 | 0.11% | +86+1.9% | 加碼 |
| True Vision MN LLC | 4,561 | $38.2 萬 | 0.20% | +36+0.8% | 加碼 |
| Prentiss Smith & Co Inc | 4,560 | $38.2 萬 | 0.22% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 4,559 | $38.2 萬 | 0.03% | +4,559 | 新進 |
| Wealth Alliance Advisory Group, LLC | 4,556 | $38.2 萬 | 0.07% | 00.0% | 不變 |
| CRA Financial Services, LLC | 4,553 | $38.2 萬 | 0.05% | +151+3.4% | 加碼 |
| Beacon Financial Advisory LLC | 4,542 | $38.1 萬 | 0.09% | −56−1.2% | 減碼 |
| Integral Investment Advisors, Inc. | 4,538 | $38.0 萬 | 0.10% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 4,526 | $37.9 萬 | 0.02% | −437−8.8% | 減碼 |
| Stonebrook Private Inc. | 4,511 | $37.8 萬 | 0.08% | +118+2.7% | 加碼 |
| BridgePort Financial Solutions, LLC | 4,509 | $37.8 萬 | 0.10% | +4,509 | 新進 |
| Dempze Nancy E | 4,500 | $37.7 萬 | 0.21% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 4,500 | $37.7 萬 | 0.00% | +10+0.2% | 加碼 |
| Johnson & White Wealth Management, LLC | 4,496 | $37.7 萬 | 0.17% | +22+0.5% | 加碼 |
| Charter Trust Co | 4,480 | $37.6 萬 | 0.02% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 4,472 | $37.5 萬 | 0.20% | −113−2.5% | 減碼 |
| Ashton Thomas Securities, LLC | 4,465 | $37.4 萬 | 0.05% | +1,008+29.2% | 加碼 |
| Planned Solutions, Inc. | 4,458 | $37.4 萬 | 0.13% | +1,168+35.5% | 加碼 |
| Vista Capital Partners, Inc. | 4,448 | $37.3 萬 | 0.04% | +4,448 | 新進 |
| Alps Advisors Inc | 4,441 | $37.2 萬 | 0.00% | −1,360−23.4% | 減碼 |
| GSG Advisors LLC | 4,602 | $37.2 萬 | 0.10% | +4,602 | 新進 |
| Omnia Family Wealth, LLC | 4,440 | $37.2 萬 | 0.12% | +91+2.1% | 加碼 |
| Southland Equity Partners LLC | 4,440 | $37.2 萬 | 0.08% | −26−0.6% | 減碼 |
| Lewis Asset Management, LLC | 4,432 | $37.1 萬 | 0.15% | +25+0.6% | 加碼 |
| Narwhal Capital Management | 4,431 | $37.1 萬 | 0.03% | −1,015−18.6% | 減碼 |
| Accelerate Investment Advisors LLC | 4,431 | $37.1 萬 | 0.25% | +38+0.9% | 加碼 |
| First American Bank | 4,422 | $37.1 萬 | 0.02% | 00.0% | 不變 |
| Partners Wealth Management, LLC | 4,417 | $37.0 萬 | 0.37% | −864−16.4% | 減碼 |
| Check Capital Management Inc | 4,413 | $37.0 萬 | 0.02% | 00.0% | 不變 |
| Private Wealth Group, LLC | 4,406 | $36.9 萬 | 0.18% | −84−1.9% | 減碼 |
| Freemont Management S.A. | 4,400 | $36.9 萬 | 0.29% | −32,700−88.1% | 減碼 |
| Kelly Lawrence W & Associates Inc | 4,400 | $36.9 萬 | 0.09% | 00.0% | 不變 |
| Ignite Planners, LLC | 4,399 | $36.9 萬 | 0.06% | +33+0.8% | 加碼 |
| Weinberger Asset Management, Inc | 4,399 | $36.9 萬 | 0.13% | +178+4.2% | 加碼 |
| Strategy Asset Managers LLC | 4,372 | $36.6 萬 | 0.07% | −126−2.8% | 減碼 |
| Impact Capital Partners LLC | 4,347 | $36.4 萬 | 0.11% | +49+1.1% | 加碼 |
| Professional Financial Advisors, LLC | 4,343 | $36.4 萬 | 0.08% | +22+0.5% | 加碼 |
| Leuthold Group, LLC | 4,334 | $36.3 萬 | 0.04% | 00.0% | 不變 |
| Power Wealth Management LLC | 4,325 | $36.3 萬 | 0.13% | +294+7.3% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 4,324 | $36.2 萬 | 0.11% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 4,353 | $36.1 萬 | 0.04% | −685−13.6% | 減碼 |
| Osterweis Capital Management Inc | 4,307 | $36.1 萬 | 0.02% | −150−3.4% | 減碼 |
| Ballast, Inc. | 4,295 | $36.0 萬 | 0.09% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 4,294 | $36.0 萬 | 0.12% | 00.0% | 不變 |
| American Trust | 4,292 | $36.0 萬 | 0.03% | +1,430+50.0% | 加碼 |
| Landing Point Financial Group, LLC | 4,283 | $35.9 萬 | 0.19% | +4,283 | 新進 |
| Rosenberg Matthew Hamilton | 4,278 | $35.9 萬 | 0.08% | 00.0% | 不變 |
| Cherry Creek Investment Advisors, Inc. | 4,276 | $35.8 萬 | 0.15% | +10.0% | 加碼 |
| Bill Few Associates, Inc. | 4,263 | $35.7 萬 | 0.09% | −156−3.5% | 減碼 |
| Romano Brothers and Company | 4,263 | $35.7 萬 | 0.04% | +60+1.4% | 加碼 |
| Towerpoint Wealth, LLC | 4,249 | $35.6 萬 | 0.15% | +303+7.7% | 加碼 |
| Gries Financial LLC | 4,241 | $35.5 萬 | 0.06% | +1,649+63.6% | 加碼 |
| Chesapeake Wealth Management | 4,240 | $35.5 萬 | 0.11% | 00.0% | 不變 |
| Leo Wealth, LLC | 4,236 | $35.5 萬 | 0.05% | −1,702−28.7% | 減碼 |
| Consolidated Planning Corp | 4,231 | $35.5 萬 | 0.04% | +18+0.4% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 4,231 | $35.5 萬 | 0.06% | +152+3.7% | 加碼 |
| Verity & Verity, LLC | 4,230 | $35.5 萬 | 0.03% | 00.0% | 不變 |
| One Wealth Capital Management, LLC | 4,220 | $35.4 萬 | 0.16% | +4,220 | 新進 |
| Fedenia Advisers LLC | 4,219 | $35.4 萬 | 0.14% | +335+8.6% | 加碼 |
| Facet Wealth, Inc. | 4,211 | $35.3 萬 | 0.01% | +1,140+37.1% | 加碼 |
| Waldron Private Wealth LLC | 4,210 | $35.3 萬 | 0.01% | −259−5.8% | 減碼 |
| North Berkeley Wealth Management, LLC | 4,202 | $35.2 萬 | 0.28% | −309−6.8% | 減碼 |
| Bernardo Wealth Planning LLC | 4,200 | $35.2 萬 | 0.07% | +44+1.1% | 加碼 |
| Laraway Financial Inc | 4,181 | $35.0 萬 | 0.24% | +10.0% | 加碼 |
| Argyle Capital Partners, LLC | 4,179 | $35.0 萬 | 0.25% | −628−13.1% | 減碼 |
| Evolution Advisers, Inc. | 4,334 | $35.0 萬 | 0.16% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 4,174 | $35.0 萬 | 0.03% | +717+20.7% | 加碼 |
| Grove Bank & Trust | 4,168 | $34.9 萬 | 0.04% | 00.0% | 不變 |
| Sunpointe, LLC | 4,166 | $34.9 萬 | 0.13% | +300+7.8% | 加碼 |
| Regal Investment Advisors LLC | 4,165 | $34.9 萬 | 0.02% | +674+19.3% | 加碼 |
| Centurion Wealth Management LLC | 4,159 | $34.9 萬 | 0.08% | −58−1.4% | 減碼 |
| Centerpoint Advisory Group | 4,159 | $34.9 萬 | 0.27% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 4,154 | $34.8 萬 | 0.06% | +10.0% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 4,148 | $34.8 萬 | 0.10% | −759−15.5% | 減碼 |
| Tillman Hartley LLC | 4,147 | $34.8 萬 | 0.09% | 00.0% | 不變 |
| EdgeRock Capital LLC | 4,141 | $34.7 萬 | 0.10% | +58+1.4% | 加碼 |
| Northcape Wealth Management, LLC | 4,134 | $34.7 萬 | 0.10% | −4−0.1% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 4,128 | $34.6 萬 | 0.05% | −32−0.8% | 減碼 |
| LeConte Wealth Management, LLC | 4,123 | $34.6 萬 | 0.23% | +795+23.9% | 加碼 |
| BXM Wealth LLC | 4,117 | $34.5 萬 | 0.33% | +572+16.1% | 加碼 |
| Foresight Global Investors, Inc. | 4,117 | $34.5 萬 | 0.20% | +4,117 | 新進 |