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 |
|---|---|---|---|---|---|
| Reliant Investment Management, LLC | 72,043 | $603.9 萬 | 2.29% | +1,120+1.6% | 加碼 |
| Barr E S & Co | 72,012 | $603.6 萬 | 0.33% | −3,850−5.1% | 減碼 |
| Strategic Global Advisors, LLC | 71,739 | $601.3 萬 | 0.91% | −1,170−1.6% | 減碼 |
| Verdence Capital Advisors LLC | 69,008 | $600.4 萬 | 0.35% | +17,089+32.9% | 加碼 |
| King Luther Capital Management Corp | 71,584 | $600.0 萬 | 0.02% | +1,497+2.1% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 71,533 | $599.6 萬 | 0.63% | +837+1.2% | 加碼 |
| Plato Investment Management Ltd | 71,929 | $598.3 萬 | 0.41% | 00.0% | 不變 |
| Greenleaf Trust | 71,377 | $598.3 萬 | 0.05% | −1,129−1.6% | 減碼 |
| Bessemer Group Inc | 71,279 | $597.5 萬 | 0.01% | +6,230+9.6% | 加碼 |
| Hilton Capital Management, LLC | 71,154 | $596.4 萬 | 0.48% | +25,519+55.9% | 加碼 |
| R.H. Investment Group, LLC | 70,261 | $588.9 萬 | 5.11% | −1,120−1.6% | 減碼 |
| Banque Cantonale Vaudoise | 70,246 | $588.9 萬 | 0.22% | +167+0.2% | 加碼 |
| MUFG Securities EMEA plc | 70,016 | $586.9 萬 | 0.15% | +60,400+628.1% | 加碼 |
| Bahl & Gaynor Inc | 69,920 | $586.1 萬 | 0.03% | +389+0.6% | 加碼 |
| Resources Investment Advisors, LLC. | 69,533 | $582.8 萬 | 0.06% | −1,708−2.4% | 減碼 |
| Simplicity Wealth,LLC | 69,383 | $581.6 萬 | 0.34% | −32,813−32.1% | 減碼 |
| Brighton Jones LLC | 69,028 | $578.6 萬 | 0.14% | −166−0.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 69,020 | $578.5 萬 | 0.28% | +42,852+163.8% | 加碼 |
| Synovus Financial Corp | 68,880 | $577.4 萬 | 0.07% | −3,604−5.0% | 減碼 |
| Wealthspire Advisors, LLC | 68,878 | $577.3 萬 | 0.03% | −5,614−7.5% | 減碼 |
| Coldstream Capital Management Inc | 68,693 | $575.8 萬 | 0.08% | +5,010+7.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 68,538 | $574.5 萬 | 0.74% | +1,588+2.4% | 加碼 |
| Capitolis Liquid Global Markets LLC | 67,270 | $563.9 萬 | 0.05% | −215,000−76.2% | 減碼 |
| CWA Asset Management Group, LLC | 67,115 | $562.6 萬 | 0.21% | +53,533+394.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 66,931 | $561.0 萬 | 0.10% | −17,823−21.0% | 減碼 |
| Meeder Advisory Services, Inc. | 66,511 | $557.5 萬 | 0.26% | +691+1.0% | 加碼 |
| Dark Forest Capital Management LP | 65,823 | $551.7 萬 | 0.21% | +6,548+11.0% | 加碼 |
| Vestor Capital, LLC | 65,549 | $549.4 萬 | 0.35% | +65,115+15,003.5% | 加碼 |
| Union Bancaire Privee, UBP SA | 65,867 | $549.0 萬 | 0.11% | +65,867 | 新進 |
| Ethic Inc. | 65,209 | $546.6 萬 | 0.09% | +4,828+8.0% | 加碼 |
| Bradley Foster & Sargent Inc | 64,481 | $540.5 萬 | 0.08% | −1,990−3.0% | 減碼 |
| HRT Financial LP | 64,459 | $540.2 萬 | 0.02% | +64,459 | 新進 |
| First National Advisers, LLC | 64,334 | $539.3 萬 | 0.73% | +1,084+1.7% | 加碼 |
| Vestcor Inc | 64,236 | $538.4 萬 | 0.16% | −42,373−39.7% | 減碼 |
| Crestwood Advisors Group LLC | 64,172 | $537.9 萬 | 0.09% | +626+1.0% | 加碼 |
| Montag A & Associates Inc | 64,153 | $537.7 萬 | 0.25% | +96+0.1% | 加碼 |
| Signaturefd, LLC | 64,000 | $536.4 萬 | 0.08% | +827+1.3% | 加碼 |
| Tema ETFs LLC | 63,522 | $532.4 萬 | 0.44% | +63,522 | 新進 |
| Quantessence Capital LLC | 63,236 | $530.0 萬 | 1.68% | +63,236 | 新進 |
| Robinson Value Management, Ltd. | 62,658 | $525.2 萬 | 3.05% | −1,779−2.8% | 減碼 |
| Bard Financial Services, Inc. | 62,580 | $524.5 萬 | 0.58% | −7,895−11.2% | 減碼 |
| Waterloo Capital, L.P. | 62,520 | $524.0 萬 | 0.39% | −878−1.4% | 減碼 |
| Centaurus Financial, Inc. | 62,112 | $520.6 萬 | 0.24% | +1,505+2.5% | 加碼 |
| Strategic Planning Group, LLC | 61,991 | $519.6 萬 | 0.70% | +36,974+147.8% | 加碼 |
| Oldfather Financial Services, LLC | 61,762 | $517.7 萬 | 1.61% | +30.0% | 加碼 |
| Daymark Wealth Partners, LLC | 61,562 | $516.0 萬 | 0.18% | −3,617−5.5% | 減碼 |
| Twin Capital Management Inc | 61,540 | $515.8 萬 | 0.65% | −18,608−23.2% | 減碼 |
| BWM Planning, LLC | 61,336 | $514.1 萬 | 1.53% | +301+0.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 61,233 | $513.3 萬 | 0.19% | −3,752−5.8% | 減碼 |
| L & S Advisors Inc | 60,611 | $508.0 萬 | 0.49% | +60,611 | 新進 |
| Buckingham Strategic Partners | 58,996 | $505.1 萬 | 0.06% | +12,479+26.8% | 加碼 |
| Balance Wealth, LLC | 60,208 | $504.7 萬 | 1.25% | −1,323−2.2% | 減碼 |
| Clayton Partners LLC | 59,950 | $502.5 萬 | 3.81% | −67−0.1% | 減碼 |
| CMT Capital Markets Trading GmbH | 59,650 | $500.0 萬 | 2.08% | +34,650+138.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 59,611 | $499.7 萬 | 0.06% | −980−1.6% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 59,542 | $499.1 萬 | 2.40% | 00.0% | 不變 |
| Forum Financial Management, LP | 59,484 | $498.6 萬 | 0.07% | +5,598+10.4% | 加碼 |
| Fayez Sarofim & Co | 59,268 | $496.8 萬 | 0.01% | +452+0.8% | 加碼 |
| Sterling Capital Management LLC | 59,121 | $495.6 萬 | 0.07% | +269+0.5% | 加碼 |
| Qsemble Capital Management, LP | 58,873 | $493.5 萬 | 0.48% | +58,873 | 新進 |
| Lighthouse Investment Partners, LLC | 58,480 | $490.2 萬 | 0.18% | +51,991+801.2% | 加碼 |
| Raiffeisen Bank International AG | 57,897 | $490.1 萬 | 0.07% | +18,694+47.7% | 加碼 |
| Shelton Capital Management | 57,978 | $486.0 萬 | 0.10% | −426−0.7% | 減碼 |
| ABN AMRO Bank N.V. | 57,687 | $483.7 萬 | 0.05% | +57,687 | 新進 |
| Peapack Gladstone Financial Corp | 57,500 | $482.0 萬 | 0.06% | −748−1.3% | 減碼 |
| Parcion Private Wealth LLC | 57,358 | $480.8 萬 | 0.30% | +311+0.5% | 加碼 |
| Firetrail Investments Pty Ltd | 57,795 | $480.7 萬 | 1.20% | +57,795 | 新進 |
| Joel Isaacson & Co., LLC | 57,328 | $480.5 萬 | 0.17% | +10,698+22.9% | 加碼 |
| GAMMA Investing LLC | 57,286 | $480.2 萬 | 0.26% | +3,984+7.5% | 加碼 |
| Bank of Stockton | 57,194 | $479.4 萬 | 1.37% | +110.0% | 加碼 |
| Advisors Asset Management, Inc. | 56,832 | $476.4 萬 | 0.08% | +5,469+10.6% | 加碼 |
| Sigma Planning Corp | 56,831 | $476.4 萬 | 0.14% | −40.0% | 減碼 |
| Signet Financial Management, LLC | 56,666 | $475.0 萬 | 0.55% | −434−0.8% | 減碼 |
| Picton Mahoney Asset Management | 56,415 | $472.9 萬 | 0.06% | −321,234−85.1% | 減碼 |
| Guardian Partners Inc. | 58,212 | $470.8 萬 | 0.40% | −635−1.1% | 減碼 |
| Lee Danner & Bass Inc | 56,131 | $470.5 萬 | 0.34% | −1,275−2.2% | 減碼 |
| Lowe Brockenbrough & Co Inc | 56,027 | $469.6 萬 | 0.24% | −615−1.1% | 減碼 |
| Perkins Coie Trust Co | 55,759 | $467.3 萬 | 0.88% | +3,947+7.6% | 加碼 |
| Huntington National Bank | 55,481 | $465.0 萬 | 0.03% | +2,801+5.3% | 加碼 |
| Paradigm Asset Management Co LLC | 55,352 | $464.0 萬 | 1.07% | 00.0% | 不變 |
| L2 Asset Management, LLC | 55,347 | $463.9 萬 | 0.67% | −24,344−30.5% | 減碼 |
| Intact Investment Management Inc. | 55,300 | $463.5 萬 | 0.14% | −40,400−42.2% | 減碼 |
| Oppenheimer & Co Inc | 55,135 | $462.1 萬 | 0.06% | −8,921−13.9% | 減碼 |
| Portside Wealth Group, LLC | 55,098 | $461.8 萬 | 0.64% | +2,163+4.1% | 加碼 |
| IFP Advisors, Inc | 55,091 | $461.8 萬 | 0.12% | +15,011+37.5% | 加碼 |
| Wynn Capital, LLC | 54,841 | $459.7 萬 | 2.23% | +265+0.5% | 加碼 |
| Valeo Financial Advisors, LLC | 54,724 | $458.7 萬 | 0.10% | +2,616+5.0% | 加碼 |
| Norden Group LLC | 54,362 | $455.7 萬 | 0.46% | +1,356+2.6% | 加碼 |
| Summit Global Investments | 54,027 | $452.9 萬 | 0.26% | −1,082−2.0% | 減碼 |
| Jackson Hole Capital Partners, LLC | 53,913 | $451.9 萬 | 0.77% | −2,076−3.7% | 減碼 |
| Asio Capital, LLC | 53,821 | $451.1 萬 | 0.68% | +2,675+5.2% | 加碼 |
| Oddo BHF Asset Management SAS | 53,734 | $450.4 萬 | 0.17% | −38,330−41.6% | 減碼 |
| Associated Banc-Corp | 53,036 | $444.5 萬 | 0.12% | +1,183+2.3% | 加碼 |
| Steel Peak Wealth Management LLC | 52,927 | $443.6 萬 | 0.15% | +12,756+31.8% | 加碼 |
| Wetherby Asset Management Inc | 52,885 | $443.3 萬 | 0.18% | +2,150+4.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 52,809 | $442.6 萬 | 1.01% | −338−0.6% | 減碼 |
| Geneos Wealth Management Inc. | 52,731 | $442.0 萬 | 0.11% | −2,176−4.0% | 減碼 |
| LGT Fund Management Co Ltd. | 54,561 | $441.2 萬 | 0.36% | −1,324−2.4% | 減碼 |
| Moody National Bank Trust Division | 52,354 | $438.8 萬 | 0.37% | +3,158+6.4% | 加碼 |
| HF Advisory Group, LLC | 52,079 | $436.5 萬 | 1.60% | +3,435+7.1% | 加碼 |