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 |
|---|---|---|---|---|---|
| Signal Advisors Wealth, LLC | 15,194 | $141.6 萬 | 0.11% | +1,036+7.3% | 加碼 |
| Tranquilli Financial Advisor LLC | 15,215 | $141.8 萬 | 0.82% | −76−0.5% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 15,240 | $142.0 萬 | 0.24% | +32+0.2% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 15,338 | $142.9 萬 | 0.03% | −2,925−16.0% | 減碼 |
| Longfellow Investment Management Co LLC | 15,380 | $143.3 萬 | 0.32% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 15,397 | $143.5 萬 | 0.03% | +982+6.8% | 加碼 |
| Gs Investments, Inc. | 15,400 | $143.5 萬 | 0.78% | 00.0% | 不變 |
| LMCG Investments, LLC | 15,431 | $143.8 萬 | 0.08% | −53−0.3% | 減碼 |
| Fisher Funds Management LTD | 15,395 | $144.0 萬 | 0.04% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 15,471 | $144.2 萬 | 0.29% | −375−2.4% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 15,476 | $144.2 萬 | 0.23% | 00.0% | 不變 |
| StoneX Group Inc. | 15,531 | $144.8 萬 | 0.06% | +185+1.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 15,592 | $145.3 萬 | 0.07% | −30,709−66.3% | 減碼 |
| Spire Wealth Management | 15,616 | $145.5 萬 | 0.05% | −259−1.6% | 減碼 |
| Capstone Investment Advisors, LLC | 15,790 | $147.2 萬 | 0.01% | −66,076−80.7% | 減碼 |
| AMG National Trust Bank | 15,859 | $147.8 萬 | 0.03% | +207+1.3% | 加碼 |
| Douglass Winthrop Advisors, LLC | 15,894 | $148.1 萬 | 0.03% | −414−2.5% | 減碼 |
| Eastern Bank | 15,897 | $148.2 萬 | 0.03% | +1,157+7.8% | 加碼 |
| Concord Wealth Partners | 15,947 | $148.6 萬 | 0.19% | +27+0.2% | 加碼 |
| Sentry LLC | 15,972 | $148.9 萬 | 0.41% | −2,091−11.6% | 減碼 |
| Hedges Asset Management LLC | 16,000 | $149.1 萬 | 1.05% | −1,500−8.6% | 減碼 |
| Personal Cfo Solutions, LLC | 16,047 | $149.6 萬 | 0.24% | −436−2.6% | 減碼 |
| Essex Savings Bank | 16,048 | $149.6 萬 | 0.32% | +186+1.2% | 加碼 |
| Hills Bank & Trust Co | 16,211 | $151.1 萬 | 0.09% | +251+1.6% | 加碼 |
| Biltmore Family Office, LLC | 16,268 | $151.6 萬 | 0.21% | +6,792+71.7% | 加碼 |
| West Family Investments, Inc. | 16,279 | $151.7 萬 | 0.36% | 00.0% | 不變 |
| London & Capital Asset Management Ltd | 16,296 | $151.9 萬 | 0.02% | +3,117+23.7% | 加碼 |
| Vectors Research Management, LLC | 16,348 | $152.4 萬 | 0.47% | +38+0.2% | 加碼 |
| Alteri Wealth LLC | 16,369 | $152.6 萬 | 0.49% | +70.0% | 加碼 |
| North Star Investment Management Corp. | 16,394 | $152.8 萬 | 0.10% | +1,233+8.1% | 加碼 |
| Pitcairn Wealth Advisors LLC | 16,431 | $153.1 萬 | 0.14% | +16,431 | 新進 |
| Affinity Investment Advisors, LLC | 16,555 | $154.3 萬 | 1.02% | −140−0.8% | 減碼 |
| Diligent Investors, LLC | 16,580 | $154.5 萬 | 0.38% | +14+0.1% | 加碼 |
| Knuff & Co LLC | 16,692 | $155.6 萬 | 0.46% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 16,712 | $155.8 萬 | 0.08% | −99−0.6% | 減碼 |
| Vivid Wealth Management, LLC | 16,713 | $155.8 萬 | 0.61% | −24−0.1% | 減碼 |
| Ancora Advisors, LLC | 16,753 | $156.1 萬 | 0.03% | +683+4.3% | 加碼 |
| Accredited Investors Inc. | 16,757 | $156.2 萬 | 0.08% | −296−1.7% | 減碼 |
| Hilltop National Bank | 16,795 | $156.5 萬 | 0.38% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 16,959 | $158.1 萬 | 0.08% | −233−1.4% | 減碼 |
| Capital International Sarl | 16,968 | $158.1 萬 | 0.03% | +4,182+32.7% | 加碼 |
| Modern Wealth Management, LLC | 16,994 | $158.4 萬 | 0.03% | +3,330+24.4% | 加碼 |
| Bernicke Wealth Management, Ltd. | 17,034 | $158.8 萬 | 0.20% | +17,034 | 新進 |
| Vaughan Nelson Investment Management, L.P. | 17,045 | $158.9 萬 | 0.02% | −27,260−61.5% | 減碼 |
| Palisade Asset Management, LLC | 17,047 | $158.9 萬 | 0.15% | +405+2.4% | 加碼 |
| Potentia Wealth | 17,112 | $159.5 萬 | 0.58% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 17,134 | $159.7 萬 | 0.71% | −300−1.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 17,143 | $159.8 萬 | 0.11% | +697+4.2% | 加碼 |
| Boltwood Capital Management | 17,165 | $160.0 萬 | 0.42% | −45−0.3% | 減碼 |
| Annandale Capital, LLC | 17,164 | $160.0 萬 | 0.26% | −890−4.9% | 減碼 |
| MV Capital Management, Inc. | 17,181 | $160.1 萬 | 0.15% | −860−4.8% | 減碼 |
| Avidian Wealth Solutions, LLC | 17,208 | $160.4 萬 | 0.06% | +8,007+87.0% | 加碼 |
| Fortress Private Ledger, LLC | 17,239 | $160.7 萬 | 0.53% | +3,561+26.0% | 加碼 |
| First National Trust Co | 17,268 | $160.9 萬 | 0.05% | −533−3.0% | 減碼 |
| Capitolis Liquid Global Markets LLC | 17,270 | $161.0 萬 | 0.01% | −50,000−74.3% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 17,307 | $161.3 萬 | 0.37% | −146−0.8% | 減碼 |
| Penobscot Investment Management Company, Inc. | 17,337 | $161.6 萬 | 0.12% | 00.0% | 不變 |
| RIA Advisory Group LLC | 17,372 | $161.9 萬 | 0.39% | −491−2.7% | 減碼 |
| Cahill Financial Advisors Inc | 17,374 | $161.9 萬 | 0.18% | −386−2.2% | 減碼 |
| BBR Partners, LLC | 17,411 | $162.3 萬 | 0.09% | −222−1.3% | 減碼 |
| Lebenthal Global Advisors, LLC | 17,420 | $162.4 萬 | 0.25% | +556+3.3% | 加碼 |
| TritonPoint Partners, LLC | 17,542 | $163.5 萬 | 0.87% | +17,542 | 新進 |
| Highland Capital Management, LLC | 17,594 | $164.0 萬 | 0.08% | +40.0% | 加碼 |
| Northern Oak Wealth Management Inc | 17,647 | $164.5 萬 | 0.21% | −515−2.8% | 減碼 |
| Investors Asset Management of Georgia Inc | 17,666 | $164.6 萬 | 0.68% | −61−0.3% | 減碼 |
| Wharton Business Group, LLC | 17,675 | $164.7 萬 | 0.06% | 00.0% | 不變 |
| Eaton Financial Holdings Company, LLC | 17,784 | $165.7 萬 | 0.45% | −1,399−7.3% | 減碼 |
| Excalibur Management Corp | 17,856 | $166.4 萬 | 0.60% | −267−1.5% | 減碼 |
| Nicolet Bankshares Inc | 17,880 | $166.6 萬 | 0.27% | +2,170+13.8% | 加碼 |
| Midwest Trust Co | 17,889 | $166.7 萬 | 0.02% | +524+3.0% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 17,909 | $166.9 萬 | 0.48% | −60.0% | 減碼 |
| Kovack Advisors, Inc. | 17,972 | $167.5 萬 | 0.08% | +6,440+55.8% | 加碼 |
| Barbara Oil Co. | 18,000 | $167.8 萬 | 0.62% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 18,004 | $167.8 萬 | 0.09% | −82−0.5% | 減碼 |
| Trust Co of Toledo NA | 18,020 | $167.9 萬 | 0.17% | −300−1.6% | 減碼 |
| VestGen Advisors, LLC | 18,090 | $168.6 萬 | 0.07% | −1,018−5.3% | 減碼 |
| Heritage Trust Co | 18,090 | $168.6 萬 | 0.17% | +296+1.7% | 加碼 |
| SeaBridge Investment Advisors LLC | 18,095 | $168.6 萬 | 0.28% | −90−0.5% | 減碼 |
| New England Research & Management, Inc. | 18,105 | $168.7 萬 | 0.74% | +3,650+25.3% | 加碼 |
| Generali Investments, Management Co LLC | 18,121 | $168.9 萬 | 0.34% | +4,748+35.5% | 加碼 |
| Chicago Trust Co NA | 18,136 | $169.0 萬 | 0.26% | −60.0% | 減碼 |
| Caldwell Trust Co | 18,169 | $169.3 萬 | 0.15% | −3,155−14.8% | 減碼 |
| Providence Wealth Advisors, LLC | 17,502 | $169.5 萬 | 1.06% | −40.0% | 減碼 |
| Gilpin Wealth Management, LLC | 18,266 | $170.2 萬 | 1.35% | +18,266 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 18,343 | $171.0 萬 | 0.18% | +438+2.4% | 加碼 |
| BNP Paribas | 18,396 | $171.5 萬 | 0.05% | +17,473+1,893.1% | 加碼 |
| Delap Wealth Advisory, LLC | 18,404 | $171.5 萬 | 0.66% | +417+2.3% | 加碼 |
| Fiduciary Alliance LLC | 18,410 | $171.6 萬 | 0.11% | +11,456+164.7% | 加碼 |
| Retirement Planning Co of New England, Inc. | 18,582 | $173.2 萬 | 0.69% | −87−0.5% | 減碼 |
| SG Trading Solutions, LLC | 18,593 | $173.3 萬 | 0.40% | +18,593 | 新進 |
| Gibbs Wealth Management | 18,078 | $173.5 萬 | 0.42% | −1,523−7.8% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 18,639 | $173.7 萬 | 0.14% | +4,666+33.4% | 加碼 |
| Jacobi Capital Management LLC | 18,652 | $173.8 萬 | 0.10% | +319+1.7% | 加碼 |
| Keystone Financial Services | 18,728 | $174.5 萬 | 0.53% | −76−0.4% | 減碼 |
| William B. Walkup & Associates, Inc. | 18,761 | $174.9 萬 | 0.96% | +129+0.7% | 加碼 |
| M.E. Allison & Co., Inc. | 18,781 | $175.0 萬 | 1.19% | +20.0% | 加碼 |
| Belpointe Asset Management LLC | 18,816 | $175.4 萬 | 0.06% | −1,191−6.0% | 減碼 |
| Integrated Investment Consultants, LLC | 18,913 | $176.3 萬 | 0.35% | +9,303+96.8% | 加碼 |
| Financial Engines Advisors L.L.C. | 19,015 | $177.2 萬 | 0.00% | +1,733+10.0% | 加碼 |
| Lazari Capital Management, Inc. | 19,127 | $178.3 萬 | 0.60% | +11+0.1% | 加碼 |