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
- 2,910
- 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 995 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 |
|---|---|---|---|---|---|
| SmartHarvest Portfolios, LLC | 10,877 | $101.4 萬 | 0.35% | +10,877 | 新進 |
| Cambient Family Office, LLC | 10,878 | $101.4 萬 | 0.14% | +10,878 | 新進 |
| PFG Advisors | 10,883 | $101.4 萬 | 0.05% | −1,723−13.7% | 減碼 |
| Klingman & Associates, LLC | 10,931 | $101.9 萬 | 0.05% | +514+4.9% | 加碼 |
| Silver Oak Securities, Inc | 10,810 | $101.9 萬 | 0.07% | +475+4.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 10,962 | $102.2 萬 | 0.01% | +10,962 | 新進 |
| DMG Group, LLC | 10,981 | $102.3 萬 | 0.68% | −807−6.8% | 減碼 |
| Trust Co of Vermont | 10,982 | $102.4 萬 | 0.04% | −1,116−9.2% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 10,986 | $102.4 萬 | 0.22% | −19−0.2% | 減碼 |
| Bayban | 10,986 | $102.4 萬 | 0.91% | +10,986 | 新進 |
| Blueprint Investment Partners LLC | 10,994 | $102.5 萬 | 0.11% | +811+8.0% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 10,995 | $102.5 萬 | 0.67% | 00.0% | 不變 |
| Ames National Corp | 11,000 | $102.5 萬 | 0.60% | −135−1.2% | 減碼 |
| Rockland Trust Co | 11,022 | $102.7 萬 | 0.04% | +1,322+13.6% | 加碼 |
| Providence Capital Advisors, LLC | 11,056 | $103.0 萬 | 0.17% | 00.0% | 不變 |
| Pettyjohn, Wood & White, Inc | 11,063 | $103.1 萬 | 0.16% | +524+5.0% | 加碼 |
| Capital Performance Advisors LLP | 11,065 | $103.1 萬 | 0.07% | +3,050+38.1% | 加碼 |
| Element Wealth, LLC | 11,101 | $103.5 萬 | 0.43% | −107−1.0% | 減碼 |
| Private Management Group Inc | 11,150 | $103.9 萬 | 0.03% | 00.0% | 不變 |
| AIMZ Investment Advisors, LLC | 11,158 | $104.0 萬 | 0.30% | −314−2.7% | 減碼 |
| Cromwell Holdings LLC | 11,171 | $104.1 萬 | 0.57% | 00.0% | 不變 |
| Kentucky Trust Co | 11,175 | $104.2 萬 | 0.55% | −200−1.8% | 減碼 |
| Entruity Wealth, LLC | 11,191 | $104.3 萬 | 0.74% | −585−5.0% | 減碼 |
| Larry Mathis Financial Planning, LLC | 11,199 | $104.4 萬 | 0.92% | +11,199 | 新進 |
| Keudell/Morrison Wealth Management | 11,227 | $104.6 萬 | 0.22% | +11,227 | 新進 |
| NBZ Investment Advisors LLC | 11,234 | $104.7 萬 | 0.46% | −39−0.3% | 減碼 |
| Winebrenner Capital Management LLC | 11,283 | $105.2 萬 | 0.70% | 00.0% | 不變 |
| Wealthspan Partners, LLC | 11,312 | $105.4 萬 | 0.38% | +1,017+9.9% | 加碼 |
| WealthPlan Investment Management, LLC | 11,349 | $105.8 萬 | 0.07% | −179−1.6% | 減碼 |
| Carson Advisory Inc. | 11,383 | $106.1 萬 | 0.55% | −913−7.4% | 減碼 |
| Farmers Trust Co | 11,409 | $106.3 萬 | 0.17% | 00.0% | 不變 |
| Wittenberg Investment Management, Inc. | 11,420 | $106.4 萬 | 0.41% | 00.0% | 不變 |
| Pointe Capital Management LLC | 11,432 | $106.5 萬 | 0.53% | −1,099−8.8% | 減碼 |
| Formidable Asset Management, LLC | 12,714 | $106.6 萬 | 0.16% | +6,381+100.8% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,435 | $106.6 萬 | 0.26% | +37+0.3% | 加碼 |
| BLI - Banque de Luxembourg Investments | 11,300 | $106.6 萬 | 0.03% | −13,700−54.8% | 減碼 |
| Pin Oak Investment Advisors Inc | 11,312 | $106.8 萬 | 0.75% | −38−0.3% | 減碼 |
| Ameritas Advisory Services, LLC | 11,519 | $107.4 萬 | 0.04% | +4,695+68.8% | 加碼 |
| Evansbrook LLC | 11,543 | $107.6 萬 | 0.72% | +11,543 | 新進 |
| Correct Capital Wealth Management | 11,552 | $107.7 萬 | 0.20% | 00.0% | 不變 |
| First City Capital Management, Inc. | 11,561 | $107.7 萬 | 0.57% | −3,525−23.4% | 減碼 |
| Core Alternative Capital | 11,593 | $108.0 萬 | 0.30% | +2,958+34.3% | 加碼 |
| Platform Technology Partners | 11,596 | $108.1 萬 | 0.23% | −1,502−11.5% | 減碼 |
| Coastwise Capital Group, LLC | 11,610 | $108.2 萬 | 0.54% | +56+0.5% | 加碼 |
| Madison Asset Management, LLC | 11,621 | $108.3 萬 | 0.01% | −104−0.9% | 減碼 |
| Tudor Financial Inc. | 11,648 | $108.6 萬 | 0.56% | +1,955+20.2% | 加碼 |
| HCR Wealth Advisors | 11,692 | $109.0 萬 | 0.11% | +372+3.3% | 加碼 |
| Sepio Capital, LP | 11,704 | $109.1 萬 | 0.06% | +22+0.2% | 加碼 |
| LBMC Investment Advisors, LLC | 11,727 | $109.3 萬 | 0.07% | +101+0.9% | 加碼 |
| Thrive Wealth Management, LLC | 11,772 | $109.7 萬 | 0.16% | −71−0.6% | 減碼 |
| Accurate Wealth Management, LLC | 11,467 | $110.0 萬 | 0.14% | +798+7.5% | 加碼 |
| Dark Forest Capital Management LP | 11,807 | $110.0 萬 | 0.05% | −54,016−82.1% | 減碼 |
| Flagstone Financial Management | 11,846 | $110.4 萬 | 0.28% | +589+5.2% | 加碼 |
| Perennial Investment Advisors, LLC | 11,857 | $110.5 萬 | 0.09% | +1,616+15.8% | 加碼 |
| Greatmark Investment Partners, Inc. | 11,873 | $110.7 萬 | 0.13% | −650−5.2% | 減碼 |
| Lodestar Private Asset Management LLC | 11,883 | $110.8 萬 | 0.11% | −1,877−13.6% | 減碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 11,897 | $110.9 萬 | 0.85% | +11,897 | 新進 |
| OneAscent Financial Services LLC | 11,921 | $111.1 萬 | 0.10% | −11,388−48.9% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,939 | $111.3 萬 | 0.08% | +208+1.8% | 加碼 |
| Themes Management Co LLC | 12,012 | $112.0 萬 | 0.89% | +12,012 | 新進 |
| Moss Adams Wealth Advisors LLC | 12,048 | $112.3 萬 | 0.08% | +117+1.0% | 加碼 |
| BIP Wealth, LLC | 12,050 | $112.3 萬 | 0.04% | +29+0.2% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 12,066 | $112.5 萬 | 0.02% | +338+2.9% | 加碼 |
| S.A. Mason LLC | 12,072 | $112.5 萬 | 0.44% | 00.0% | 不變 |
| Hardin Capital Partners, LLC | 12,088 | $112.7 萬 | 0.53% | +30.0% | 加碼 |
| Northwest Wealth Management, LLC | 12,103 | $112.8 萬 | 0.18% | −131−1.1% | 減碼 |
| Csenge Advisory Group | 12,106 | $112.8 萬 | 0.05% | −802−6.2% | 減碼 |
| Visionary Wealth Advisors | 12,134 | $113.1 萬 | 0.05% | +6,159+103.1% | 加碼 |
| Western Wealth Management, LLC | 12,227 | $114.0 萬 | 0.05% | +48+0.4% | 加碼 |
| BKD Wealth Advisors, LLC | 12,245 | $114.1 萬 | 0.02% | −945−7.2% | 減碼 |
| Bragg Financial Advisors, Inc | 12,290 | $114.5 萬 | 0.04% | −248−2.0% | 減碼 |
| Stock Yards Bank & Trust Co | 12,308 | $114.7 萬 | 0.04% | +331+2.8% | 加碼 |
| Syverson Strege & Co | 12,334 | $114.9 萬 | 0.27% | −470−3.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 12,380 | $115.4 萬 | 0.20% | −1,440−10.4% | 減碼 |
| Alta Advisers Ltd | 12,407 | $115.6 萬 | 0.42% | −4,800−27.9% | 減碼 |
| MeadowBrook Investment Advisors LLC | 12,438 | $115.9 萬 | 0.99% | 00.0% | 不變 |
| 71 West Capital Partners | 12,441 | $116.0 萬 | 0.05% | +12,441 | 新進 |
| Hanlon Investment Management, Inc. | 12,455 | $116.1 萬 | 0.64% | −802−6.0% | 減碼 |
| SPWM Advisors LLC | 12,473 | $116.2 萬 | 1.11% | +12,473 | 新進 |
| Park National Corp | 12,482 | $116.3 萬 | 0.04% | −100−0.8% | 減碼 |
| Prosperity Consulting Group, LLC | 12,503 | $116.5 萬 | 0.05% | +450+3.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 12,380 | $116.7 萬 | 0.12% | −125−1.0% | 減碼 |
| Promethium Advisors,llc | 12,557 | $117.0 萬 | 0.63% | −100−0.8% | 減碼 |
| South State Corp. | 12,557 | $117.0 萬 | 0.05% | +321+2.6% | 加碼 |
| Greenspring Advisors, LLC | 12,570 | $117.2 萬 | 0.07% | +12,570 | 新進 |
| Richwood Investment Advisors, LLC | 12,497 | $117.4 萬 | 0.84% | −300−2.3% | 減碼 |
| Impax Asset Management Group plc | 12,628 | $117.7 萬 | 0.01% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 12,646 | $117.9 萬 | 0.25% | +8,610+213.3% | 加碼 |
| Crawford Investment Counsel Inc | 12,709 | $118.4 萬 | 0.02% | −13−0.1% | 減碼 |
| Caxton Associates LLP | 12,713 | $118.5 萬 | 0.02% | +12,713 | 新進 |
| New Republic Capital, LLC | 12,722 | $118.6 萬 | 0.32% | +6,033+90.2% | 加碼 |
| Cladis Investment Advisory, LLC | 12,727 | $118.6 萬 | 0.65% | +10.0% | 加碼 |
| Berger Financial Group, Inc | 12,742 | $118.8 萬 | 0.07% | −1,377−9.8% | 減碼 |
| Cascade Investment Advisors, Inc. | 12,747 | $118.8 萬 | 0.70% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 12,749 | $118.8 萬 | 0.09% | +565+4.6% | 加碼 |
| Ingalls & Snyder LLC | 12,771 | $119.0 萬 | 0.04% | 00.0% | 不變 |
| Clarendon Private LLC | 12,827 | $119.5 萬 | 1.01% | −1,423−10.0% | 減碼 |
| MEMBERS Trust Co | 12,830 | $119.6 萬 | 0.04% | −76−0.6% | 減碼 |
| Perpetual Ltd | 12,872 | $120.0 萬 | 0.02% | +3,547+38.0% | 加碼 |
| Raleigh Capital Management Inc. | 12,885 | $120.1 萬 | 0.44% | −607−4.5% | 減碼 |