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 |
|---|---|---|---|---|---|
| SilverOak Wealth Management LLC | 7,802 | $72.7 萬 | 0.11% | +25+0.3% | 加碼 |
| First Western Trust Bank | 7,808 | $72.8 萬 | 0.04% | +2,982+61.8% | 加碼 |
| Claro Advisors LLC | 7,810 | $72.8 萬 | 0.10% | +183+2.4% | 加碼 |
| Van Cleef Asset Management,Inc | 7,818 | $72.9 萬 | 0.07% | +10.0% | 加碼 |
| Cassaday & Co Wealth Management LLC | 7,830 | $73.0 萬 | 0.02% | −48−0.6% | 減碼 |
| Equitable Trust Co | 7,846 | $73.1 萬 | 0.03% | 00.0% | 不變 |
| Atala Financial Inc | 7,853 | $73.2 萬 | 0.47% | 00.0% | 不變 |
| MONECO Advisors, LLC | 7,857 | $73.2 萬 | 0.06% | +673+9.4% | 加碼 |
| Atom Investors LP | 7,901 | $73.6 萬 | 0.06% | +748+10.5% | 加碼 |
| Heritage Investment Group, Inc. | 7,909 | $73.7 萬 | 0.11% | +789+11.1% | 加碼 |
| Granite Islands Private Wealth, LLC | 8,004 | $74.2 萬 | 0.68% | +8,004 | 新進 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 7,964 | $74.2 萬 | 0.01% | −2,185−21.5% | 減碼 |
| Contravisory Investment Management, Inc. | 7,971 | $74.3 萬 | 0.15% | +7,785+4,185.5% | 加碼 |
| Brookwood Investment Group LLC | 7,973 | $74.3 萬 | 0.09% | +7,973 | 新進 |
| Advisor OS, LLC | 7,976 | $74.3 萬 | 0.06% | −268−3.3% | 減碼 |
| Inscription Capital, LLC | 7,982 | $74.4 萬 | 0.08% | +2,291+40.3% | 加碼 |
| Parkside Investments, LLC | 8,000 | $74.6 萬 | 0.09% | −2,000−20.0% | 減碼 |
| Plan A Wealth LLC | 8,011 | $74.7 萬 | 0.37% | −217−2.6% | 減碼 |
| West Michigan Advisors, LLC | 8,035 | $74.9 萬 | 0.17% | −180−2.2% | 減碼 |
| Old West Investment Management, LLC | 8,037 | $74.9 萬 | 0.13% | 00.0% | 不變 |
| Secure Asset Management, LLC | 8,053 | $75.1 萬 | 0.12% | +653+8.8% | 加碼 |
| Icon Wealth Advisors, LLC | 8,093 | $75.4 萬 | 0.05% | +77+1.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 8,100 | $75.5 萬 | 0.16% | −1,652−16.9% | 減碼 |
| Hardy Reed LLC | 8,112 | $75.6 萬 | 0.05% | +2,417+42.4% | 加碼 |
| KG&L Capital Management,LLC | 10,549 | $75.6 萬 | 0.20% | +502+5.0% | 加碼 |
| Fermata Advisors, LLC | 8,117 | $75.7 萬 | 0.18% | +854+11.8% | 加碼 |
| RKL Wealth Management LLC | 8,126 | $75.7 萬 | 0.06% | +148+1.9% | 加碼 |
| Peak Planning Group, LLC | 8,126 | $75.7 萬 | 0.21% | +2,297+39.4% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 8,139 | $75.9 萬 | 0.04% | +3,580+78.5% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 8,140 | $75.9 萬 | 0.06% | +8,140 | 新進 |
| Coastal Bridge Advisors, LLC | 8,158 | $76.0 萬 | 0.06% | −30.0% | 減碼 |
| RD Lewis Holdings, Inc. | 8,255 | $76.2 萬 | 0.65% | +1,862+29.1% | 加碼 |
| Kagan Cocozza Asset Management | 8,208 | $76.5 萬 | 0.54% | −72−0.9% | 減碼 |
| Legacy Financial Group LLC | 8,219 | $76.5 萬 | 0.09% | −193−2.3% | 減碼 |
| Van Diest Capital, LLC | 8,225 | $76.7 萬 | 1.14% | +8,225 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 8,250 | $76.9 萬 | 0.19% | 00.0% | 不變 |
| Prudent Man Advisors, LLC | 8,252 | $76.9 萬 | 0.28% | −88−1.1% | 減碼 |
| Austin Private Wealth, LLC | 8,253 | $76.9 萬 | 0.06% | −352−4.1% | 減碼 |
| Wealth Architects, LLC | 8,255 | $76.9 萬 | 0.07% | +249+3.1% | 加碼 |
| Sunflower Bank, N.A. | 8,270 | $77.1 萬 | 0.19% | +126+1.5% | 加碼 |
| Eagle Global Advisors LLC | 8,278 | $77.2 萬 | 0.03% | −140−1.7% | 減碼 |
| Stonebridge Financial Group, LLC | 8,321 | $77.6 萬 | 0.67% | +8,321 | 新進 |
| BancorpSouth Bank | 8,334 | $77.7 萬 | 0.05% | +641+8.3% | 加碼 |
| China Universal Asset Management Co., Ltd. | 8,352 | $77.8 萬 | 0.06% | +137+1.7% | 加碼 |
| Cutler Investment Counsel LLC | 8,359 | $77.9 萬 | 0.08% | 00.0% | 不變 |
| Strategic Investment Advisors | 8,359 | $77.9 萬 | 0.07% | −111−1.3% | 減碼 |
| Sentry Investment Management LLC | 8,367 | $78.0 萬 | 0.51% | 00.0% | 不變 |
| Waddell & Associates, LLC | 8,385 | $78.1 萬 | 0.05% | +335+4.2% | 加碼 |
| Advisors Management Group Inc | 8,405 | $78.3 萬 | 0.14% | −18−0.2% | 減碼 |
| JNBA Financial Advisors | 8,416 | $78.4 萬 | 0.07% | −537−6.0% | 減碼 |
| Manchester Capital Management LLC | 8,428 | $78.5 萬 | 0.11% | −1,034−10.9% | 減碼 |
| Vermillion Wealth Management, Inc. | 8,483 | $79.1 萬 | 0.32% | +240+2.9% | 加碼 |
| Howard Bailey Securities, LLC | 8,496 | $79.2 萬 | 0.31% | +90+1.1% | 加碼 |
| FourThought Financial Partners, LLC | 8,525 | $79.5 萬 | 0.07% | +831+10.8% | 加碼 |
| Tradewinds, LLC. | 8,527 | $79.5 萬 | 0.19% | −110−1.3% | 減碼 |
| Global Trust Wealth Management LLC | 8,536 | $79.6 萬 | 0.59% | +8,536 | 新進 |
| Lauterbach Financial Advisors, LLC | 8,549 | $79.7 萬 | 0.39% | +43+0.5% | 加碼 |
| Money Concepts Capital Corp | 8,569 | $79.9 萬 | 0.04% | +472+5.8% | 加碼 |
| Hudock, Inc. | 8,628 | $80.4 萬 | 0.12% | +72+0.8% | 加碼 |
| Sheets Smith Wealth Management | 8,661 | $80.7 萬 | 0.09% | +205+2.4% | 加碼 |
| KWB Wealth | 8,686 | $81.0 萬 | 0.08% | +3,133+56.4% | 加碼 |
| Dakota Wealth Management | 8,702 | $81.1 萬 | 0.01% | +492+6.0% | 加碼 |
| Mayflower Financial Advisors, LLC | 8,711 | $81.2 萬 | 0.10% | +59+0.7% | 加碼 |
| Cim Investment Mangement Inc | 8,720 | $81.3 萬 | 0.21% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 8,706 | $81.3 萬 | 0.06% | +3,677+73.1% | 加碼 |
| Diversified Management Inc | 8,727 | $81.3 萬 | 0.19% | +8,727 | 新進 |
| Bedel Financial Consulting, Inc. | 8,733 | $81.4 萬 | 0.09% | +281+3.3% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 8,756 | $81.6 萬 | 0.18% | −76−0.9% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,770 | $81.7 萬 | 0.23% | −53−0.6% | 減碼 |
| Elevated Private Wealth, LLC | 8,798 | $82.0 萬 | 0.85% | +8,798 | 新進 |
| Cumberland Advisors Inc | 8,800 | $82.0 萬 | 0.31% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 8,825 | $82.2 萬 | 0.02% | +3,072+53.4% | 加碼 |
| Capital Advantage, Inc. | 8,856 | $82.5 萬 | 0.11% | +222+2.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 8,865 | $82.6 萬 | 0.04% | −486−5.2% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 8,868 | $82.7 萬 | 0.26% | +469+5.6% | 加碼 |
| XML Financial, LLC | 8,870 | $82.7 萬 | 0.07% | −3,831−30.2% | 減碼 |
| Cornerstone Wealth Group, LLC | 8,881 | $82.8 萬 | 0.06% | +186+2.1% | 加碼 |
| Sivia Capital Partners, LLC | 8,899 | $82.9 萬 | 0.17% | +451+5.3% | 加碼 |
| Tower Trust & Investment Co | 8,908 | $83.0 萬 | 0.52% | 00.0% | 不變 |
| Old North State Trust, LLC | 8,949 | $83.4 萬 | 0.49% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 8,957 | $83.5 萬 | 0.26% | +786+9.6% | 加碼 |
| Patten & Patten Inc | 8,966 | $83.6 萬 | 0.05% | +1,360+17.9% | 加碼 |
| Field & Main Bank | 8,967 | $83.6 萬 | 0.24% | +147+1.7% | 加碼 |
| Monarch Capital Management Inc | 8,969 | $83.6 萬 | 0.21% | −527−5.5% | 減碼 |
| Cheviot Value Management, LLC | 9,500 | $83.6 萬 | 0.08% | −300−3.1% | 減碼 |
| Financial Insights, Inc. | 8,978 | $83.7 萬 | 0.28% | +370+4.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 8,956 | $83.9 萬 | 0.01% | −1,406−13.6% | 減碼 |
| Evermay Wealth Management LLC | 9,065 | $84.5 萬 | 0.09% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 9,083 | $84.7 萬 | 0.05% | +64+0.7% | 加碼 |
| BCJ Capital Management, LLC | 9,132 | $85.1 萬 | 0.05% | −3,370−27.0% | 減碼 |
| Regatta Capital Group, LLC | 9,138 | $85.2 萬 | 0.13% | +10.0% | 加碼 |
| Jacobs & Co | 9,162 | $85.3 萬 | 0.08% | 00.0% | 不變 |
| McAdam, LLC | 9,155 | $85.3 萬 | 0.04% | −91−1.0% | 減碼 |
| Davis R M Inc | 9,171 | $85.5 萬 | 0.01% | +102+1.1% | 加碼 |
| Monument Capital Management | 9,178 | $85.5 萬 | 0.21% | 00.0% | 不變 |
| Krilogy Financial LLC | 9,743 | $85.8 萬 | 0.03% | +101+1.0% | 加碼 |
| Venturi Wealth Management, LLC | 9,208 | $85.8 萬 | 0.04% | −556−5.7% | 減碼 |
| River Wealth Advisors LLC | 9,235 | $86.1 萬 | 0.10% | −2,303−20.0% | 減碼 |
| Fukoku Mutual Life Insurance Co | 9,253 | $86.2 萬 | 0.06% | −1,168−11.2% | 減碼 |
| Optas, LLC | 9,270 | $86.4 萬 | 0.14% | +774+9.1% | 加碼 |