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 |
|---|---|---|---|---|---|
| Peak Retirement Planning, Inc. | 6,895 | $64.3 萬 | 0.15% | −295−4.1% | 減碼 |
| Tranquility Partners, LLC | 6,898 | $64.3 萬 | 0.23% | −476−6.5% | 減碼 |
| Selby Wealth Management, LLC | 6,904 | $64.3 萬 | 0.26% | +6,904 | 新進 |
| a16z Perennial Management, L.P. | 6,908 | $64.4 萬 | 0.05% | +324+4.9% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 6,919 | $64.5 萬 | 0.07% | +24+0.3% | 加碼 |
| HHM Wealth Advisors, LLC | 6,933 | $64.6 萬 | 0.08% | 00.0% | 不變 |
| SNS Financial Group, LLC | 6,954 | $64.8 萬 | 0.06% | −72−1.0% | 減碼 |
| Arsenal Capital Advisors LLC | 6,987 | $65.1 萬 | 0.46% | +6,987 | 新進 |
| Means Investment Co., Inc. | 6,988 | $65.1 萬 | 0.05% | +18+0.3% | 加碼 |
| Mirador Capital Partners LP | 6,991 | $65.2 萬 | 0.09% | +1,555+28.6% | 加碼 |
| Kearns & Associates LLC | 7,000 | $65.2 萬 | 0.34% | 00.0% | 不變 |
| Keystone Financial Group | 7,001 | $65.2 萬 | 0.05% | +398+6.0% | 加碼 |
| Cambridge Advisors Inc. | 7,023 | $65.5 萬 | 0.12% | +10.0% | 加碼 |
| Cooper Financial Group | 7,031 | $65.5 萬 | 0.07% | +614+9.6% | 加碼 |
| Mechanics Bank Trust Department | 7,045 | $65.7 萬 | 0.09% | +3,261+86.2% | 加碼 |
| one8zero8, LLC | 7,085 | $66.0 萬 | 0.14% | 00.0% | 不變 |
| Allen Capital Group, LLC | 7,092 | $66.1 萬 | 0.06% | −1,254−15.0% | 減碼 |
| Cache Advisors, LLC | 7,100 | $66.2 萬 | 0.08% | 00.0% | 不變 |
| Basepoint Wealth LLC | 7,101 | $66.2 萬 | 0.40% | −473−6.2% | 減碼 |
| Coastline Trust Co | 7,106 | $66.2 萬 | 0.06% | −90−1.3% | 減碼 |
| GLP Holdings LLLP | 7,117 | $66.3 萬 | 0.63% | +7,117 | 新進 |
| Well Done, LLC | 7,120 | $66.4 萬 | 0.10% | −18−0.3% | 減碼 |
| Bingham Private Wealth, LLC | 7,121 | $66.4 萬 | 0.57% | +7,121 | 新進 |
| Connecticut Wealth Management, LLC | 7,127 | $66.4 萬 | 0.03% | −23−0.3% | 減碼 |
| Delta Investment Management, LLC | 7,143 | $66.6 萬 | 0.12% | +66+0.9% | 加碼 |
| First National Bank | 7,164 | $66.8 萬 | 0.36% | −400−5.3% | 減碼 |
| Cowa, LLC | 7,172 | $66.8 萬 | 0.20% | +29+0.4% | 加碼 |
| Crusonia Wealth Advisors LLC | 7,178 | $66.9 萬 | 0.15% | +7,178 | 新進 |
| Leonard Rickey Investment Advisors P.L.L.C. | 7,182 | $66.9 萬 | 0.12% | +46+0.6% | 加碼 |
| Burton Enright Welch | 7,183 | $66.9 萬 | 0.09% | +125+1.8% | 加碼 |
| Bridgewater Advisors Inc. | 7,787 | $67.1 萬 | 0.04% | +128+1.7% | 加碼 |
| First Pacific Financial | 7,196 | $67.1 萬 | 0.09% | +3,346+86.9% | 加碼 |
| CFO4Life Group, LLC | 7,197 | $67.1 萬 | 0.10% | −852−10.6% | 減碼 |
| Brown Miller Wealth Management, LLC | 7,198 | $67.1 萬 | 0.19% | −226−3.0% | 減碼 |
| Lincoln Capital LLC | 7,199 | $67.1 萬 | 0.12% | +157+2.2% | 加碼 |
| Birchwood Financial Partners, Inc. | 7,200 | $67.1 萬 | 0.67% | +7,200 | 新進 |
| Alpha Family Trust | 7,220 | $67.3 萬 | 0.31% | 00.0% | 不變 |
| Doliver Advisors, LP | 7,221 | $67.3 萬 | 0.17% | −454−5.9% | 減碼 |
| Deseret Mutual Benefit Administrators | 7,233 | $67.4 萬 | 0.29% | −460−6.0% | 減碼 |
| Ironwood Investment Counsel, LLC | 7,235 | $67.4 萬 | 0.09% | −41−0.6% | 減碼 |
| Red Reef Advisors LLC | 7,250 | $67.6 萬 | 0.69% | +7,250 | 新進 |
| MBL Wealth, LLC | 7,290 | $67.9 萬 | 0.05% | +1,250+20.7% | 加碼 |
| Shufro Rose & Co LLC | 7,300 | $68.0 萬 | 0.05% | −2,606−26.3% | 減碼 |
| Eurizon SLJ Capital Ltd | 7,301 | $68.0 萬 | 0.27% | +7,301 | 新進 |
| Papp L Roy & Associates | 7,310 | $68.1 萬 | 0.08% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 7,313 | $68.2 萬 | 0.29% | +589+8.8% | 加碼 |
| Global Assets Advisory, LLC | 7,330 | $68.3 萬 | 0.20% | 00.0% | 不變 |
| Pacifica Capital Investments, LLC | 7,335 | $68.4 萬 | 0.19% | 00.0% | 不變 |
| Evernest Financial Advisors, LLC | 7,238 | $68.5 萬 | 0.14% | +1,823+33.7% | 加碼 |
| Tradewinds Capital Management, LLC | 7,349 | $68.5 萬 | 0.14% | 00.0% | 不變 |
| E&G Advisors, LP | 7,352 | $68.5 萬 | 0.15% | 00.0% | 不變 |
| Sippican Capital Advisors | 7,375 | $68.7 萬 | 0.44% | −740−9.1% | 減碼 |
| Verum Partners LLC | 7,396 | $68.9 萬 | 0.14% | −12−0.2% | 減碼 |
| Magnus Financial Group LLC | 7,401 | $69.0 萬 | 0.05% | +457+6.6% | 加碼 |
| Spinnaker Trust | 7,407 | $69.0 萬 | 0.04% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 7,414 | $69.1 萬 | 0.01% | +1,391+23.1% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 7,419 | $69.1 萬 | 0.09% | −33−0.4% | 減碼 |
| Intrua Financial, LLC | 7,422 | $69.2 萬 | 0.08% | +863+13.2% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 7,423 | $69.2 萬 | 0.17% | 00.0% | 不變 |
| Weaver Consulting Group | 7,443 | $69.4 萬 | 0.17% | +20.0% | 加碼 |
| Tributary Capital Management, LLC | 7,455 | $69.5 萬 | 0.07% | −235−3.1% | 減碼 |
| Triad Wealth Partners, LLC | 7,459 | $69.5 萬 | 0.07% | +3,501+88.5% | 加碼 |
| MSH Capital Advisors LLC | 7,481 | $69.7 萬 | 0.15% | +367+5.2% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 7,484 | $69.8 萬 | 0.02% | −66−0.9% | 減碼 |
| OneAscent Wealth Management LLC | 7,490 | $69.8 萬 | 0.23% | −203−2.6% | 減碼 |
| Mengis Capital Management, Inc. | 7,517 | $70.1 萬 | 0.12% | +1,401+22.9% | 加碼 |
| Lakeside Advisors, INC. | 7,525 | $70.1 萬 | 0.45% | +250+3.4% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 8,105 | $70.2 萬 | 0.16% | +5,640+228.8% | 加碼 |
| Versant Capital Management, Inc | 7,549 | $70.4 萬 | 0.09% | −728−8.8% | 減碼 |
| First Foundation Advisors | 7,549 | $70.4 萬 | 0.03% | +2,622+53.2% | 加碼 |
| BigSur Wealth Management LLC | 7,550 | $70.4 萬 | 0.17% | 00.0% | 不變 |
| Clear Street Markets LLC | 7,561 | $70.5 萬 | 0.13% | +2,039+36.9% | 加碼 |
| BlueStem Wealth Partners, LLC | 7,562 | $70.5 萬 | 0.08% | +230+3.1% | 加碼 |
| Winthrop Capital Management, LLC | 7,560 | $70.5 萬 | 0.16% | −24−0.3% | 減碼 |
| Sawgrass Asset Management LLC | 7,570 | $70.6 萬 | 0.09% | 00.0% | 不變 |
| Mosaic Financial Group, LLC | 7,573 | $70.6 萬 | 0.48% | +14+0.2% | 加碼 |
| TCTC Holdings, LLC | 7,590 | $70.7 萬 | 0.02% | +16+0.2% | 加碼 |
| Bouchey Financial Group Ltd | 7,592 | $70.8 萬 | 0.05% | +58+0.8% | 加碼 |
| DKM Wealth Management, Inc. | 7,618 | $71.0 萬 | 0.53% | +20.0% | 加碼 |
| Tactive Advisors, LLC | 7,641 | $71.2 萬 | 0.21% | −248−3.1% | 減碼 |
| Howe & Rusling Inc | 7,649 | $71.3 萬 | 0.05% | +340+4.7% | 加碼 |
| Douglas Lane & Associates, LLC | 7,664 | $71.4 萬 | 0.01% | +606+8.6% | 加碼 |
| Sky Investment Group LLC | 7,680 | $71.6 萬 | 0.12% | −20−0.3% | 減碼 |
| Radnor Capital Management, LLC | 7,686 | $71.6 萬 | 0.11% | −1,564−16.9% | 減碼 |
| Elyxium Wealth, LLC | 7,687 | $71.6 萬 | 0.20% | −64−0.8% | 減碼 |
| Institute for Wealth Management, LLC. | 7,704 | $71.8 萬 | 0.08% | −131−1.7% | 減碼 |
| Pines Wealth Management, LLC | 7,712 | $71.9 萬 | 0.23% | −207−2.6% | 減碼 |
| Facet Wealth, Inc. | 8,165 | $71.9 萬 | 0.01% | +3,954+93.9% | 加碼 |
| Spirepoint Private Client, LLC | 7,735 | $72.1 萬 | 0.07% | +606+8.5% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 7,740 | $72.1 萬 | 0.11% | −211−2.7% | 減碼 |
| Auxano Advisors, LLC | 7,741 | $72.1 萬 | 0.14% | −306−3.8% | 減碼 |
| 55 North Private Wealth, LLC | 7,745 | $72.2 萬 | 0.19% | +7,745 | 新進 |
| Cary Street Partner Investment Advisory LLC | 7,745 | $72.2 萬 | 0.19% | +998+14.8% | 加碼 |
| Wood Tarver Financial Group, LLC | 7,754 | $72.2 萬 | 0.20% | +120+1.6% | 加碼 |
| Summit Asset Management, LLC | 7,755 | $72.3 萬 | 0.10% | +60+0.8% | 加碼 |
| Paradigm Capital Management, LLC | 7,759 | $72.3 萬 | 0.67% | +4,289+123.6% | 加碼 |
| Cornerstone Advisory, LLC | 7,764 | $72.4 萬 | 0.07% | +164+2.2% | 加碼 |
| ZEGA Investments, LLC | 7,769 | $72.4 萬 | 0.14% | +139+1.8% | 加碼 |
| Elevate Wealth Advisory, Inc | 7,775 | $72.5 萬 | 0.50% | +22+0.3% | 加碼 |
| Abacus Planning Group, Inc. | 7,785 | $72.6 萬 | 0.10% | +1,534+24.5% | 加碼 |