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 4 季 13F 持有人
Wells Fargo & Company 在 2025/12/31 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
- 2,911
- 較 2025 年第 3 季 +297 家
- 持有股數
- 24.0 億
- 較 2025 年第 3 季 +1,694 萬 (+0.7%)
- 總市值
- $2,239 億
- 較 2025 年第 3 季 +$238.8 億 (+11.9%)
- 新進機構
- 408
- 另有 1,111 家加碼
- 清倉機構
- 111
- 另有 996 家減碼
另有 50 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 5,835 | $55.5 萬 | 0.13% | +107+1.9% | 加碼 |
| Leo Wealth, LLC | 5,980 | $55.7 萬 | 0.04% | +1,744+41.2% | 加碼 |
| Silvia McColl Wealth Management, LLC | 5,985 | $55.8 萬 | 0.37% | −40−0.7% | 減碼 |
| Acropolis Investment Management, LLC | 5,985 | $55.8 萬 | 0.03% | +550+10.1% | 加碼 |
| Nwam LLC | 6,295 | $55.8 萬 | 0.03% | −518−7.6% | 減碼 |
| Ategra Capital Management, LLC | 6,000 | $55.9 萬 | 0.32% | +6,000 | 新進 |
| Gradient Capital Advisors, LLC | 6,016 | $56.1 萬 | 0.14% | +1,245+26.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,023 | $56.1 萬 | 0.03% | +919+18.0% | 加碼 |
| Narus Financial Partners, LLC | 6,028 | $56.2 萬 | 0.15% | +41+0.7% | 加碼 |
| First National Bank of Hutchinson | 6,029 | $56.2 萬 | 0.33% | 00.0% | 不變 |
| Triasima Portfolio Management inc. | 6,030 | $56.2 萬 | 0.08% | −1,450−19.4% | 減碼 |
| Steinberganna Wealth Management | 6,035 | $56.2 萬 | 0.26% | +465+8.3% | 加碼 |
| Western Pacific Wealth Management, LP | 6,050 | $56.4 萬 | 0.55% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 6,054 | $56.4 萬 | 0.06% | −156−2.5% | 減碼 |
| PFC Capital Group, Inc. | 6,071 | $56.5 萬 | 0.23% | +80+1.3% | 加碼 |
| Investment Research Partners LLC | 6,066 | $56.5 萬 | 0.24% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 6,078 | $56.6 萬 | 0.08% | +30.0% | 加碼 |
| Zullo Investment Group, Inc. | 6,080 | $56.7 萬 | 0.21% | −260−4.1% | 減碼 |
| Baldwin Brothers Inc | 6,100 | $56.9 萬 | 0.04% | 00.0% | 不變 |
| Key Client Fiduciary Advisors, LLC | 6,116 | $57.0 萬 | 0.20% | +14+0.2% | 加碼 |
| Wayfinding Financial, LLC | 6,120 | $57.0 萬 | 0.24% | −197−3.1% | 減碼 |
| EFG International AG | 6,116 | $57.0 萬 | 0.01% | +6,116 | 新進 |
| Naples Global Advisors, LLC | 6,118 | $57.0 萬 | 0.04% | −801−11.6% | 減碼 |
| Cardiff Park Advisors, LLC | 6,137 | $57.2 萬 | 0.05% | +15+0.2% | 加碼 |
| Legacy Advisors, LLC | 6,144 | $57.3 萬 | 0.06% | +784+14.6% | 加碼 |
| CoreCap Advisors, LLC | 6,149 | $57.3 萬 | 0.02% | +420+7.3% | 加碼 |
| First National Bank & Trust Co of Newtown | 6,159 | $57.4 萬 | 0.11% | 00.0% | 不變 |
| Sentinus, LLC | 6,171 | $57.5 萬 | 0.06% | +1,344+27.8% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 6,173 | $57.5 萬 | 0.14% | +2,811+83.6% | 加碼 |
| Basecamp Wealth Advisors LLC | 6,176 | $57.6 萬 | 0.12% | +6,176 | 新進 |
| Kelsey Financial, LLC | 6,182 | $57.6 萬 | 0.49% | +6,182 | 新進 |
| Boyd Watterson Asset Management LLC | 6,193 | $57.7 萬 | 0.17% | +109+1.8% | 加碼 |
| TFR Capital, LLC. | 6,194 | $57.7 萬 | 0.19% | −62−1.0% | 減碼 |
| Sax Wealth Advisors, LLC | 6,201 | $57.8 萬 | 0.03% | −327−5.0% | 減碼 |
| Novem Group | 6,207 | $57.9 萬 | 0.07% | +15+0.2% | 加碼 |
| ASL Financial, LLC | 6,219 | $58.0 萬 | 0.46% | +6,219 | 新進 |
| Hidden Cove Wealth Management, LLC | 6,231 | $58.1 萬 | 0.38% | +283+4.8% | 加碼 |
| Atlas Brown,Inc. | 6,235 | $58.1 萬 | 0.17% | +6+0.1% | 加碼 |
| Jacobsen Capital Management | 6,236 | $58.1 萬 | 0.19% | −62−1.0% | 減碼 |
| Compagnie Lombard Odier SCmA | 6,250 | $58.3 萬 | 0.01% | 00.0% | 不變 |
| Iowa State Bank | 6,282 | $58.5 萬 | 0.11% | −50−0.8% | 減碼 |
| Front Row Advisors LLC | 6,293 | $58.7 萬 | 0.20% | 00.0% | 不變 |
| Root Financial Partners, LLC | 6,300 | $58.7 萬 | 0.03% | +674+12.0% | 加碼 |
| Beta Wealth Group, Inc. | 6,303 | $58.7 萬 | 0.24% | +10.0% | 加碼 |
| Schulhoff & Co Inc | 6,309 | $58.8 萬 | 0.25% | +20.0% | 加碼 |
| Algert Global LLC | 6,324 | $58.9 萬 | 0.01% | +1,603+34.0% | 加碼 |
| Fortress Financial Group, LLC | 6,325 | $58.9 萬 | 0.44% | +16+0.3% | 加碼 |
| Grant Private Wealth Management Inc | 6,330 | $59.0 萬 | 0.36% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 6,345 | $59.1 萬 | 0.03% | −1,634−20.5% | 減碼 |
| Red Door Wealth Management, LLC | 6,352 | $59.2 萬 | 0.06% | −10−0.2% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 6,358 | $59.3 萬 | 0.11% | +1,502+30.9% | 加碼 |
| Simmons Bank | 6,359 | $59.3 萬 | 0.04% | +116+1.9% | 加碼 |
| Wealth Preservation Advisors, LLC | 6,380 | $59.5 萬 | 0.30% | +5+0.1% | 加碼 |
| Heartland Bank & Trust Co | 6,400 | $59.6 萬 | 0.25% | −53−0.8% | 減碼 |
| Hartford Financial Management Inc. | 6,400 | $59.6 萬 | 0.15% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 6,415 | $59.8 萬 | 0.27% | 00.0% | 不變 |
| Legacy Bridge, LLC | 6,417 | $59.8 萬 | 0.24% | +188+3.0% | 加碼 |
| Titleist Asset Management, LLC | 6,420 | $59.8 萬 | 0.05% | +702+12.3% | 加碼 |
| CVA Family Office, LLC | 6,425 | $59.9 萬 | 0.07% | −19−0.3% | 減碼 |
| Capital Advisors Inc | 6,431 | $59.9 萬 | 0.01% | +1,179+22.4% | 加碼 |
| Spartan Planning & Wealth Management | 6,434 | $60.0 萬 | 0.44% | +403+6.7% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 6,448 | $60.1 萬 | 0.14% | +6,448 | 新進 |
| Alpha Advisors, LLC | 6,462 | $60.2 萬 | 0.46% | +276+4.5% | 加碼 |
| M3 Advisory Group, LLC | 6,462 | $60.2 萬 | 0.37% | +91+1.4% | 加碼 |
| Novare Capital Management LLC | 6,474 | $60.3 萬 | 0.05% | +294+4.8% | 加碼 |
| Tucker Asset Management LLC | 6,479 | $60.4 萬 | 0.18% | −544−7.7% | 減碼 |
| Axis Wealth Partners, LLC | 6,513 | $60.7 萬 | 0.34% | −126−1.9% | 減碼 |
| Sound Income Strategies, LLC | 6,913 | $61.1 萬 | 0.03% | −395−5.4% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 6,563 | $61.2 萬 | 0.38% | +193+3.0% | 加碼 |
| Petros Family Wealth, LLC | 6,576 | $61.3 萬 | 0.41% | +818+14.2% | 加碼 |
| Silver Oak Advisory Group, Inc. | 6,584 | $61.3 萬 | 0.28% | −420−6.0% | 減碼 |
| WealthTrust Axiom LLC | 6,613 | $61.6 萬 | 0.16% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 6,614 | $61.6 萬 | 0.03% | −619−8.6% | 減碼 |
| Piscataqua Savings Bank | 6,619 | $61.7 萬 | 0.43% | −65−1.0% | 減碼 |
| Citizens Business Bank | 6,625 | $61.7 萬 | 0.10% | −25−0.4% | 減碼 |
| Fortitude Family Office, LLC | 6,625 | $61.7 萬 | 0.14% | +5+0.1% | 加碼 |
| Oxford Financial Group Ltd | 6,668 | $62.1 萬 | 0.03% | −1,035−13.4% | 減碼 |
| Weil Company, Inc. | 6,673 | $62.2 萬 | 0.14% | 00.0% | 不變 |
| Richmond Investment Services, LLC | 6,674 | $62.2 萬 | 0.11% | +202+3.1% | 加碼 |
| Lynch & Associates | 6,713 | $62.6 萬 | 0.12% | 00.0% | 不變 |
| Cerro Pacific Wealth Advisors LLC | 6,717 | $62.6 萬 | 0.17% | +2,569+61.9% | 加碼 |
| Washington Trust Advisors, Inc. | 6,723 | $62.7 萬 | 0.05% | +1,636+32.2% | 加碼 |
| Traphagen Investment Advisors LLC | 6,736 | $62.8 萬 | 0.05% | +390+6.1% | 加碼 |
| Inspire Advisors, LLC | 6,736 | $62.8 萬 | 0.06% | +1,133+20.2% | 加碼 |
| Drexel Morgan & Co. | 6,747 | $62.9 萬 | 0.10% | 00.0% | 不變 |
| Sequent Asset Management, LLC | 6,753 | $62.9 萬 | 0.28% | +472+7.5% | 加碼 |
| Cornerstone Wealth Advisors, Inc. | 6,750 | $62.9 萬 | 0.15% | −1,900−22.0% | 減碼 |
| Stockman Wealth Management, Inc. | 6,753 | $62.9 萬 | 0.07% | +1,571+30.3% | 加碼 |
| Salomon & Ludwin, LLC | 6,551 | $63.1 萬 | 0.06% | −54−0.8% | 減碼 |
| Canopy Partners, LLC | 6,780 | $63.2 萬 | 0.21% | +126+1.9% | 加碼 |
| Integral Investment Advisors, Inc. | 6,782 | $63.2 萬 | 0.16% | +2,244+49.4% | 加碼 |
| Wallace Advisory Group, LLC | 6,783 | $63.2 萬 | 0.66% | −3,490−34.0% | 減碼 |
| Dorato Capital Management | 7,085 | $63.2 萬 | 0.47% | +7,085 | 新進 |
| New Hampshire Trust | 6,785 | $63.2 萬 | 0.12% | 00.0% | 不變 |
| BlackDiamond Wealth Management Inc. | 6,687 | $63.3 萬 | 0.31% | +64+1.0% | 加碼 |
| Whalerock Point Partners, LLC | 6,789 | $63.3 萬 | 0.12% | −904−11.8% | 減碼 |
| Occidental Asset Management, LLC | 6,796 | $63.3 萬 | 0.08% | +570+9.2% | 加碼 |
| Summa Corp. | 6,835 | $63.7 萬 | 0.27% | +6+0.1% | 加碼 |
| Virtue Capital Management, LLC | 6,727 | $64.0 萬 | 0.10% | −16,794−71.4% | 減碼 |
| Fairview Capital Investment Management, LLC | 6,886 | $64.2 萬 | 0.03% | −44−0.6% | 減碼 |