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 |
|---|---|---|---|---|---|
| Marble Wealth, LLC | 12,893 | $120.2 萬 | 0.17% | +12,893 | 新進 |
| First Interstate Bank | 12,909 | $120.3 萬 | 0.06% | +47+0.4% | 加碼 |
| RB Capital Management, LLC | 12,927 | $120.5 萬 | 0.24% | +1,384+12.0% | 加碼 |
| Shakespeare Wealth Management, Inc. | 12,934 | $120.5 萬 | 0.27% | +11+0.1% | 加碼 |
| Carnegie Lake Advisors LLC | 12,941 | $120.6 萬 | 0.46% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 12,958 | $120.8 萬 | 0.07% | +403+3.2% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 12,964 | $120.8 萬 | 0.06% | −68−0.5% | 減碼 |
| Catalyst Financial Partners LLC | 12,993 | $121.1 萬 | 0.14% | +386+3.1% | 加碼 |
| Empirical Asset Management, LLC | 13,045 | $121.6 萬 | 0.34% | −493−3.6% | 減碼 |
| PCM Encore, LLC | 13,085 | $122.0 萬 | 0.26% | +13,085 | 新進 |
| Freemont Management S.A. | 13,100 | $122.1 萬 | 0.24% | +8,700+197.7% | 加碼 |
| Royal Capital Wealth Management, LLC | 13,137 | $122.4 萬 | 0.72% | +21+0.2% | 加碼 |
| Crown Wealth Group, LLC | 13,146 | $122.5 萬 | 0.34% | +4,052+44.6% | 加碼 |
| Sather Financial Group Inc | 13,157 | $122.6 萬 | 0.07% | −30.0% | 減碼 |
| SageView Advisory Group, LLC | 13,179 | $122.8 萬 | 0.04% | −4,239−24.3% | 減碼 |
| 1st Source Bank | 13,185 | $122.9 萬 | 0.06% | −22−0.2% | 減碼 |
| Murphy Pohlad Asset Management LLC | 13,208 | $123.1 萬 | 0.47% | −255−1.9% | 減碼 |
| C2C Wealth Management, LLC | 13,261 | $123.6 萬 | 1.04% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 13,296 | $123.9 萬 | 0.10% | +223+1.7% | 加碼 |
| Larson Financial Group LLC | 13,299 | $124.0 萬 | 0.04% | +932+7.5% | 加碼 |
| Anchyra Partners LLC | 13,333 | $124.3 萬 | 0.38% | +13,333 | 新進 |
| Bridgewealth Advisory Group, LLC | 13,377 | $124.7 萬 | 0.28% | −3,172−19.2% | 減碼 |
| Intelligence Driven Advisers, LLC | 13,390 | $124.8 萬 | 0.18% | +696+5.5% | 加碼 |
| Two Sigma Investments, LP | 13,400 | $124.9 萬 | 0.00% | −1,300−8.8% | 減碼 |
| Meridian Wealth Management, LLC | 13,456 | $125.4 萬 | 0.04% | −7,506−35.8% | 減碼 |
| Zions Bancorporation, National Association | 13,459 | $125.4 萬 | 0.06% | +1,918+16.6% | 加碼 |
| Brooks, Moore & Associates, Inc. | 13,485 | $125.7 萬 | 0.62% | 00.0% | 不變 |
| Boston Trust Walden Corp | 13,515 | $126.0 萬 | 0.01% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 13,518 | $126.0 萬 | 0.07% | +13,518 | 新進 |
| GatePass Capital, LLC | 13,536 | $126.2 萬 | 0.65% | +2,227+19.7% | 加碼 |
| ISAM Funds (UK) Ltd | 13,567 | $126.4 萬 | 0.45% | −759−5.3% | 減碼 |
| Parkside Financial Bank & Trust | 13,589 | $126.6 萬 | 0.09% | +647+5.0% | 加碼 |
| WP Advisors, LLC | 13,613 | $126.9 萬 | 0.32% | −1,319−8.8% | 減碼 |
| Salem Investment Counselors Inc | 13,620 | $126.9 萬 | 0.04% | −581−4.1% | 減碼 |
| Neumann Capital Management, LLC | 13,622 | $127.0 萬 | 0.37% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 13,624 | $127.0 萬 | 0.07% | +5,578+69.3% | 加碼 |
| Lafayette Investments, Inc. | 13,690 | $127.6 萬 | 0.24% | −935−6.4% | 減碼 |
| Fiduciary Financial Group, LLC | 13,705 | $127.7 萬 | 0.18% | +338+2.5% | 加碼 |
| Chilton Investment Co LLC | 13,732 | $128.0 萬 | 0.03% | −2,953−17.7% | 減碼 |
| Anchor Investment Management, LLC | 13,739 | $128.0 萬 | 0.10% | −208−1.5% | 減碼 |
| PDS Planning, Inc | 13,745 | $128.1 萬 | 0.09% | +586+4.5% | 加碼 |
| North Star Asset Management Inc | 13,764 | $128.3 萬 | 0.05% | −496−3.5% | 減碼 |
| Childress Capital Advisors, LLC | 13,767 | $128.3 萬 | 0.21% | +97+0.7% | 加碼 |
| Arista Wealth Management, LLC | 13,790 | $128.5 萬 | 0.16% | −3,497−20.2% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 13,836 | $129.0 萬 | 0.70% | −162−1.2% | 減碼 |
| Whalen Wealth Management Inc. | 13,857 | $129.1 萬 | 0.69% | +8,058+139.0% | 加碼 |
| Jupiter Wealth Management LLC | 15,000 | $129.4 萬 | 0.58% | 00.0% | 不變 |
| Scratch Capital LLC | 13,896 | $129.5 萬 | 0.85% | +190+1.4% | 加碼 |
| Nilsine Partners, LLC | 13,911 | $129.7 萬 | 0.11% | +1,349+10.7% | 加碼 |
| LifeSteps Financial, Inc. | 13,916 | $129.7 萬 | 0.83% | +30.0% | 加碼 |
| Cyndeo Wealth Partners, LLC | 13,978 | $130.3 萬 | 0.07% | −301−2.1% | 減碼 |
| QVR LLC | 13,982 | $130.3 萬 | 0.91% | +8,879+174.0% | 加碼 |
| Florida Financial Advisors, LLC | 14,097 | $131.0 萬 | 0.36% | +2,362+20.1% | 加碼 |
| Telos Capital Management, Inc. | 14,056 | $131.0 萬 | 0.12% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 14,059 | $131.0 萬 | 0.18% | +803+6.1% | 加碼 |
| Nations Financial Group Inc, | 14,093 | $131.4 萬 | 0.07% | +14+0.1% | 加碼 |
| Summit Global Investments | 14,096 | $131.4 萬 | 0.08% | −39,931−73.9% | 減碼 |
| MTM Investment Management, LLC | 14,106 | $131.5 萬 | 0.42% | −670−4.5% | 減碼 |
| Eclectic Associates Inc | 14,152 | $131.9 萬 | 0.21% | −382−2.6% | 減碼 |
| Cohen Capital Management, Inc. | 14,156 | $131.9 萬 | 0.20% | 00.0% | 不變 |
| Quent Capital, LLC | 14,181 | $132.2 萬 | 0.10% | +651+4.8% | 加碼 |
| Frec Markets, Inc. | 14,221 | $132.5 萬 | 0.39% | +14,221 | 新進 |
| Invst, LLC | 14,294 | $133.2 萬 | 0.14% | −335−2.3% | 減碼 |
| Intrinsic Value Partners, LLC | 14,343 | $133.7 萬 | 1.00% | −669−4.5% | 減碼 |
| First National Bank Sioux Falls | 14,393 | $134.1 萬 | 0.40% | −18,732−56.5% | 減碼 |
| Continuum Advisory, LLC | 14,459 | $134.8 萬 | 0.13% | −363−2.4% | 減碼 |
| Boothbay Fund Management, LLC | 14,473 | $134.9 萬 | 0.04% | +11,196+341.7% | 加碼 |
| Segment Wealth Management, LLC | 14,502 | $135.2 萬 | 0.08% | +1,110+8.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 14,558 | $135.7 萬 | 0.06% | +373+2.6% | 加碼 |
| Stokes Family Office, LLC | 14,599 | $136.1 萬 | 0.12% | +8,586+142.8% | 加碼 |
| Archford Capital Strategies, LLC | 14,632 | $136.4 萬 | 0.16% | −2,102−12.6% | 減碼 |
| Koshinski Asset Management, Inc. | 14,676 | $136.8 萬 | 0.09% | +704+5.0% | 加碼 |
| Sittner & Nelson, LLC | 14,567 | $136.9 萬 | 0.48% | +204+1.4% | 加碼 |
| Round Hill Asset Management | 14,690 | $136.9 萬 | 0.86% | −10,222−41.0% | 減碼 |
| TBH Global Asset Management, LLC | 14,705 | $137.0 萬 | 0.24% | +8,501+137.0% | 加碼 |
| Fragasso Group Inc. | 14,740 | $137.4 萬 | 0.08% | +450+3.1% | 加碼 |
| Principle Wealth Partners LLC | 14,758 | $137.5 萬 | 0.08% | +38+0.3% | 加碼 |
| Hexagon Capital Partners LLC | 14,762 | $137.6 萬 | 0.25% | −91−0.6% | 減碼 |
| Becker Capital Management Inc | 14,771 | $137.7 萬 | 0.04% | +201+1.4% | 加碼 |
| Kanawha Capital Management LLC | 14,785 | $137.8 萬 | 0.09% | −635−4.1% | 減碼 |
| Castle Rock Wealth Management, LLC | 14,926 | $137.8 萬 | 0.30% | +60+0.4% | 加碼 |
| Worldquant Millennium Advisors LLC | 14,820 | $138.1 萬 | 0.01% | +12,264+479.8% | 加碼 |
| Lipe & Dalton | 14,838 | $138.3 萬 | 0.68% | −1,080−6.8% | 減碼 |
| Quotient Wealth Partners, LLC | 14,868 | $138.6 萬 | 0.04% | −101−0.7% | 減碼 |
| Kirkwood Financial Services | 14,877 | $138.7 萬 | 0.49% | 00.0% | 不變 |
| Plancorp, LLC | 14,891 | $138.8 萬 | 0.04% | +50+0.3% | 加碼 |
| Thomasville National Bank | 14,940 | $139.2 萬 | 0.09% | −658−4.2% | 減碼 |
| Wealth Alliance | 14,944 | $139.3 萬 | 0.14% | −550−3.5% | 減碼 |
| Quilter Plc | 14,978 | $139.6 萬 | 0.02% | +55+0.4% | 加碼 |
| Lantz Financial LLC | 14,981 | $139.6 萬 | 0.29% | −1,434−8.7% | 減碼 |
| Sawyer & Company, Inc | 15,010 | $139.9 萬 | 0.50% | −307−2.0% | 減碼 |
| Concord Asset Management, LLC | 15,055 | $140.3 萬 | 0.24% | −84−0.6% | 減碼 |
| Sterling Investment Management, Inc. | 15,071 | $140.5 萬 | 0.80% | −172−1.1% | 減碼 |
| City National Bank of Florida | 15,080 | $140.5 萬 | 0.92% | −1,908−11.2% | 減碼 |
| Hutner Capital Management Inc | 15,087 | $140.6 萬 | 0.59% | −17−0.1% | 減碼 |
| Severin Investments, LLC | 15,095 | $140.7 萬 | 1.24% | −2,056−12.0% | 減碼 |
| Brucke Financial, Inc. | 15,099 | $140.7 萬 | 0.77% | +179+1.2% | 加碼 |
| Davidson Trust Co | 15,100 | $140.7 萬 | 0.59% | −5,849−27.9% | 減碼 |
| Beutel, Goodman & Co Ltd. | 15,115 | $140.8 萬 | 0.01% | −425−2.7% | 減碼 |
| Advisory Alpha, LLC | 15,121 | $140.9 萬 | 0.04% | +1,562+11.5% | 加碼 |