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 2,883 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 114,241 | $957.6 萬 | 0.11% | −290.0% | 減碼 |
| Rathbone Brothers plc | 113,341 | $950.0 萬 | 0.04% | +984+0.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 112,970 | $946.9 萬 | 0.03% | +70,089+163.5% | 加碼 |
| Uncommon Cents Investing LLC | 112,677 | $944.5 萬 | 2.35% | −677−0.6% | 減碼 |
| TD Private Client Wealth LLC | 112,633 | $944.1 萬 | 0.21% | +36,756+48.4% | 加碼 |
| Clearbridge Investments, LLC | 112,517 | $943.1 萬 | 0.01% | +4,137+3.8% | 加碼 |
| Empower Advisory Group, LLC | 112,434 | $942.4 萬 | 0.03% | +10,578+10.4% | 加碼 |
| CAPROCK Group, Inc. | 113,754 | $940.0 萬 | 0.23% | +113,754 | 新進 |
| Summit Trail Advisors, LLC | 112,114 | $939.7 萬 | 0.13% | +12,688+12.8% | 加碼 |
| Sicart Associates LLC | 112,102 | $939.6 萬 | 2.55% | 00.0% | 不變 |
| RiverFront Investment Group, LLC | 111,154 | $931.7 萬 | 0.16% | +3,664+3.4% | 加碼 |
| Marathon Asset Mgmt Ltd | 109,742 | $919.9 萬 | 0.34% | −39,284−26.4% | 減碼 |
| Logan Capital Management Inc | 108,894 | $912.8 萬 | 0.39% | −10,790−9.0% | 減碼 |
| Sowell Financial Services LLC | 108,349 | $908.2 萬 | 0.35% | −2,144−1.9% | 減碼 |
| Monte Financial Group, LLC | 108,184 | $906.8 萬 | 3.33% | +84+0.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 107,062 | $897.4 萬 | 0.32% | +2,357+2.3% | 加碼 |
| California First Leasing Corp | 106,400 | $891.8 萬 | 3.27% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 105,197 | $881.8 萬 | 0.08% | −4,309−3.9% | 減碼 |
| Baxter Bros Inc | 105,187 | $881.7 萬 | 1.02% | −2,645−2.5% | 減碼 |
| DKRT Investments Corp. | 105,000 | $880.1 萬 | 2.11% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 104,518 | $876.1 萬 | 0.04% | +2,361+2.3% | 加碼 |
| Verition Fund Management LLC | 102,816 | $861.8 萬 | 0.05% | −9,355−8.3% | 減碼 |
| Vident Advisory, LLC | 102,810 | $861.8 萬 | 0.08% | +16,926+19.7% | 加碼 |
| Whittier Trust Co | 106,570 | $859.7 萬 | 0.10% | −2,681−2.5% | 減碼 |
| Commerzbank Aktiengesellschaft | 102,542 | $859.6 萬 | 0.18% | +102,542 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 102,099 | $855.8 萬 | 0.12% | −1,712−1.6% | 減碼 |
| Clearstead Advisors, LLC | 101,728 | $852.7 萬 | 0.12% | +4,569+4.7% | 加碼 |
| Alberta Investment Management Corp | 100,100 | $839.0 萬 | 0.06% | +5,100+5.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 99,484 | $833.9 萬 | 0.16% | −2,894−2.8% | 減碼 |
| Unison Asset Management LLC | 98,918 | $829.1 萬 | 3.87% | 00.0% | 不變 |
| Goelzer Investment Management, Inc. | 98,277 | $823.8 萬 | 0.44% | −1,799−1.8% | 減碼 |
| Oliver Luxxe Assets LLC | 97,518 | $817.4 萬 | 1.29% | +13,338+15.8% | 加碼 |
| Argent Trust Co | 97,467 | $817.0 萬 | 0.29% | −5,250−5.1% | 減碼 |
| Siemens Fonds Invest GmbH | 97,155 | $814.4 萬 | 0.45% | −3,299−3.3% | 減碼 |
| Western Financial Corp | 96,784 | $811.2 萬 | 3.53% | +10,407+12.0% | 加碼 |
| Pensionmark Financial Group, LLC | 96,526 | $809.1 萬 | 0.17% | +4,719+5.1% | 加碼 |
| Eagle Capital Management LLC | 96,318 | $807.3 萬 | 0.03% | −5,260,339−98.2% | 減碼 |
| Savant Capital, LLC | 95,782 | $802.8 萬 | 0.05% | +3,823+4.2% | 加碼 |
| Dorsey Wright & Associates | 95,138 | $797.4 萬 | 1.78% | +3,086+3.4% | 加碼 |
| Hutchinson Capital Management | 94,776 | $794.4 萬 | 1.37% | −3,735−3.8% | 減碼 |
| Winslow Asset Management Inc | 94,087 | $788.6 萬 | 1.48% | −440.0% | 減碼 |
| Burney Co | 93,852 | $786.7 萬 | 0.25% | −5,156−5.2% | 減碼 |
| MUFG Securities Americas Inc. | 93,511 | $783.8 萬 | 0.51% | +15,489+19.9% | 加碼 |
| Kingsview Wealth Management, LLC | 92,750 | $777.4 萬 | 0.12% | +13,626+17.2% | 加碼 |
| Quadrant Capital Group LLC | 91,977 | $771.0 萬 | 0.25% | +5,632+6.5% | 加碼 |
| Alerus Financial NA | 91,334 | $765.6 萬 | 0.39% | −9,535−9.5% | 減碼 |
| Morningstar Investment Management LLC | 90,955 | $762.4 萬 | 0.28% | +79,272+678.5% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 90,914 | $762.0 萬 | 2.50% | −297−0.3% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $761.9 萬 | 0.24% | 00.0% | 不變 |
| RNC Capital Management LLC | 90,525 | $758.8 萬 | 0.35% | +15,856+21.2% | 加碼 |
| Hennessy Advisors Inc | 89,900 | $753.5 萬 | 0.26% | −1,100−1.2% | 減碼 |
| Assenagon Asset Management S.A. | 89,117 | $747.0 萬 | 0.01% | −2,839−3.1% | 減碼 |
| NorthRock Partners, LLC | 88,324 | $740.3 萬 | 0.13% | +4,823+5.8% | 加碼 |
| Westfield Capital Management Co LP | 88,176 | $739.1 萬 | 0.03% | +36,694+71.3% | 加碼 |
| Gifford Fong Associates | 88,052 | $738.1 萬 | 1.55% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 87,650 | $734.7 萬 | 0.11% | +81,351+1,291.5% | 加碼 |
| Banco Santander, S.A. | 87,274 | $731.5 萬 | 0.06% | +18,047+26.1% | 加碼 |
| Stephens Inc | 86,898 | $728.4 萬 | 0.09% | +1,062+1.2% | 加碼 |
| Black Cypress Capital Management, LLC | 85,666 | $718.0 萬 | 5.39% | −5,321−5.8% | 減碼 |
| Hodges Capital Management Inc. | 85,385 | $715.7 萬 | 0.61% | −2,304−2.6% | 減碼 |
| Beacon Financial Group | 85,225 | $714.4 萬 | 0.70% | −4,780−5.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 84,871 | $711.4 萬 | 0.47% | −4,666−5.2% | 減碼 |
| Marathon Trading Investment Management LLC | 84,467 | $708.0 萬 | 3.00% | −4,851−5.4% | 減碼 |
| Mission Wealth Management, LP | 84,312 | $706.7 萬 | 0.14% | −569−0.7% | 減碼 |
| Bleakley Financial Group, LLC | 84,293 | $706.5 萬 | 0.16% | +1,911+2.3% | 加碼 |
| Independent Advisor Alliance | 83,931 | $703.5 萬 | 0.18% | +3,719+4.6% | 加碼 |
| Ritholtz Wealth Management | 83,317 | $698.4 萬 | 0.14% | +4,597+5.8% | 加碼 |
| Continental Advisors LLC | 83,106 | $696.6 萬 | 4.71% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 82,630 | $692.6 萬 | 0.03% | −110,064−57.1% | 減碼 |
| Gibraltar Capital Management, Inc. | 82,557 | $692.0 萬 | 1.24% | −2,918−3.4% | 減碼 |
| Mill Capital Management, LLC | 82,155 | $688.6 萬 | 0.51% | −3,000−3.5% | 減碼 |
| TownSquare Capital, LLC | 82,083 | $688.0 萬 | 1.04% | −11,202−12.0% | 減碼 |
| Morgan Dempsey Capital Management LLC | 82,040 | $687.7 萬 | 3.06% | −10,264−11.1% | 減碼 |
| Capstone Investment Advisors, LLC | 81,866 | $686.2 萬 | 0.06% | −105,344−56.3% | 減碼 |
| DMKC Advisory Services, LLC | 81,587 | $683.9 萬 | 3.47% | +624+0.8% | 加碼 |
| Wesleyan Assurance Society | 81,500 | $683.1 萬 | 0.41% | −5,000−5.8% | 減碼 |
| Hantz Financial Services, Inc. | 81,294 | $681.4 萬 | 0.10% | −3,750−4.4% | 減碼 |
| Jefferies Financial Group Inc. | 80,899 | $678.1 萬 | 0.06% | −504,606−86.2% | 減碼 |
| Flputnam Investment Management Co | 80,806 | $677.3 萬 | 0.10% | +8,635+12.0% | 加碼 |
| Kessler Investment Group, LLC | 80,472 | $674.5 萬 | 2.90% | +1,511+1.9% | 加碼 |
| Williams Jones Wealth Management, LLC. | 80,260 | $672.7 萬 | 0.08% | −1,450−1.8% | 減碼 |
| Vise Technologies, Inc. | 80,242 | $672.6 萬 | 0.25% | +3,304+4.3% | 加碼 |
| HighPoint Advisor Group LLC | 80,216 | $672.4 萬 | 0.32% | +1,396+1.8% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 80,187 | $672.1 萬 | 1.04% | +55,817+229.0% | 加碼 |
| Abn Amro Investment Solutions | 79,948 | $670.1 萬 | 0.14% | +56,218+236.9% | 加碼 |
| Catalytic Wealth RIA, LLC | 79,837 | $669.2 萬 | 0.22% | +41,509+108.3% | 加碼 |
| Global Retirement Partners, LLC | 79,186 | $663.7 萬 | 0.15% | +6,374+8.8% | 加碼 |
| Triglav Skladi, D.O.O. | 78,000 | $653.8 萬 | 0.43% | +78,000 | 新進 |
| Maltese Capital Management LLC | 77,500 | $649.6 萬 | 0.98% | −135,000−63.5% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $645.4 萬 | 0.71% | 00.0% | 不變 |
| First National Bank of Omaha | 75,306 | $631.2 萬 | 0.40% | −3,141−4.0% | 減碼 |
| Apollon Wealth Management, LLC | 75,134 | $629.8 萬 | 0.11% | −3,518−4.5% | 減碼 |
| Woodward Diversified Capital, LLC | 74,887 | $627.7 萬 | 2.92% | +50+0.1% | 加碼 |
| HighMark Wealth Management LLC | 74,819 | $627.1 萬 | 2.76% | −210.0% | 減碼 |
| Culbertson A N & Co Inc | 74,811 | $627.1 萬 | 0.89% | −285−0.4% | 減碼 |
| Hamilton Capital Partners Inc. | 74,598 | $625.3 萬 | 0.26% | −6,617−8.1% | 減碼 |
| Weik Capital Management | 73,388 | $615.1 萬 | 2.30% | −145−0.2% | 減碼 |
| Olstein Capital Management, L.P. | 73,000 | $611.9 萬 | 1.16% | −9,000−11.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 72,934 | $611.3 萬 | 0.19% | −3,940−5.1% | 減碼 |
| Axxcess Wealth Management, LLC | 72,100 | $604.3 萬 | 0.13% | +3,251+4.7% | 加碼 |