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 |
|---|---|---|---|---|---|
| Beacon Investment Advisors LLC | 2,698 | $25.2 萬 | 0.10% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 2,703 | $25.2 萬 | 0.09% | −26−1.0% | 減碼 |
| Cohen & Steers, Inc. | 2,700 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Walleye Capital LLC | 2,705 | $25.2 萬 | 0.00% | −282,100−99.1% | 減碼 |
| Oxbow Advisors, LLC | 2,707 | $25.2 萬 | 0.02% | +2,707 | 新進 |
| Rodgers Brothers Inc. | 2,707 | $25.2 萬 | 0.03% | +3+0.1% | 加碼 |
| Livet Wealth, LLC | 2,721 | $25.4 萬 | 0.16% | +2,721 | 新進 |
| AXS Investments LLC | 2,723 | $25.4 萬 | 0.09% | −273−9.1% | 減碼 |
| Eagle Wealth Advisors LLC | 2,738 | $25.5 萬 | 0.22% | +2,738 | 新進 |
| Ambassador Advisors, LLC | 2,738 | $25.5 萬 | 0.04% | +40+1.5% | 加碼 |
| waypoint wealth counsel | 2,746 | $25.6 萬 | 0.09% | +247+9.9% | 加碼 |
| David R. Rahn & Associates Inc. | 2,746 | $25.6 萬 | 0.06% | 00.0% | 不變 |
| Beto Financial Group, LLC | 2,774 | $25.6 萬 | 0.17% | +2,774 | 新進 |
| Houlihan Financial Resource Group, Ltd. | 2,808 | $25.6 萬 | 0.10% | +2,808 | 新進 |
| Quantum Private Wealth, LLC | 2,750 | $25.6 萬 | 0.07% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 2,755 | $25.7 萬 | 0.04% | −223−7.5% | 減碼 |
| Acorn Creek Capital LLC | 2,755 | $25.7 萬 | 0.09% | +47+1.7% | 加碼 |
| JB Capital LLC | 2,761 | $25.7 萬 | 0.01% | +20+0.7% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,763 | $25.8 萬 | 0.10% | −9,850−78.1% | 減碼 |
| Gladius Capital Management LP | 2,763 | $25.8 萬 | 0.32% | +734+36.2% | 加碼 |
| Cherrydale Wealth Management, LLC | 2,769 | $25.8 萬 | 0.08% | 00.0% | 不變 |
| Chancellor Financial Group WB LP | 2,771 | $25.8 萬 | 0.18% | +209+8.2% | 加碼 |
| Skyline Advisors, Inc. | 2,774 | $25.9 萬 | 0.09% | +32+1.2% | 加碼 |
| Gen-Wealth Partners Inc | 2,777 | $25.9 萬 | 0.08% | −197−6.6% | 減碼 |
| Marest Capital, LLC | 2,783 | $25.9 萬 | 0.15% | +2,783 | 新進 |
| ORG Partners LLC | 2,783 | $25.9 萬 | 0.05% | −12−0.4% | 減碼 |
| Axiom Financial Strategies, LLC | 2,786 | $26.0 萬 | 0.11% | 00.0% | 不變 |
| Fusion Capital, LLC | 2,791 | $26.0 萬 | 0.07% | +9+0.3% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 2,793 | $26.0 萬 | 0.02% | −100−3.5% | 減碼 |
| Winch Advisory Services, LLC | 2,797 | $26.1 萬 | 0.06% | +13+0.5% | 加碼 |
| Willis Investment Counsel | 2,800 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Elk River Wealth Management, LLC | 2,800 | $26.1 萬 | 0.04% | 00.0% | 不變 |
| Balboa Wealth Partners | 2,811 | $26.2 萬 | 0.04% | −1,214−30.2% | 減碼 |
| Bell Investment Advisors, Inc | 2,814 | $26.2 萬 | 0.04% | −1,081−27.8% | 減碼 |
| Powell Investment Advisors, LLC | 2,817 | $26.3 萬 | 0.09% | 00.0% | 不變 |
| Xxi Wealth, LLC | 2,818 | $26.3 萬 | 0.16% | +2,818 | 新進 |
| Power Wealth Management LLC | 2,826 | $26.3 萬 | 0.09% | −1,499−34.7% | 減碼 |
| WT Wealth Management | 2,826 | $26.3 萬 | 0.08% | −56−1.9% | 減碼 |
| Endowment Wealth Management, Inc. | 2,829 | $26.4 萬 | 0.12% | −848−23.1% | 減碼 |
| Aries Wealth Management | 2,830 | $26.4 萬 | 0.06% | +130+4.8% | 加碼 |
| Tempus Wealth Planning, LLC | 2,833 | $26.4 萬 | 0.06% | −478−14.4% | 減碼 |
| Montz Harcus Wealth Management LLC | 2,836 | $26.4 萬 | 0.11% | +60+2.2% | 加碼 |
| Blodgett Wealth Advisors, LLC | 2,846 | $26.5 萬 | 0.19% | +2,846 | 新進 |
| A4 Wealth Advisors LLC | 2,856 | $26.6 萬 | 0.23% | −859−23.1% | 減碼 |
| Independent Wealth Network Inc. | 2,858 | $26.6 萬 | 0.08% | +5+0.2% | 加碼 |
| Northwest Bancshares, Inc. | 2,864 | $26.7 萬 | 0.05% | −75−2.6% | 減碼 |
| Orion Capital Management LLC | 2,866 | $26.7 萬 | 0.09% | +2+0.1% | 加碼 |
| WBI Investments | 2,872 | $26.8 萬 | 0.07% | +4+0.1% | 加碼 |
| Investment Partners, Ltd. | 2,873 | $26.8 萬 | 0.09% | +7+0.2% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 2,850 | $26.8 萬 | 0.19% | 00.0% | 不變 |
| Symmetry Partners, LLC | 2,874 | $26.8 萬 | 0.02% | +43+1.5% | 加碼 |
| Sculati Wealth Management, LLC | 2,875 | $26.8 萬 | 0.09% | −199−6.5% | 減碼 |
| NewSquare Capital LLC | 2,877 | $26.8 萬 | 0.02% | +10+0.3% | 加碼 |
| Sunburst Financial Group, LLC | 2,886 | $26.9 萬 | 0.05% | 00.0% | 不變 |
| Henrickson Nauta Wealth Advisors, Inc. | 2,792 | $26.9 萬 | 0.04% | +2,792 | 新進 |
| Hickory Point Bank & Trust | 2,900 | $27.0 萬 | 0.20% | 00.0% | 不變 |
| KWMG, LLC | 2,902 | $27.0 萬 | 0.02% | −35−1.2% | 減碼 |
| Jackson Thornton Asset Management, LLC | 2,811 | $27.1 萬 | 0.03% | +2,811 | 新進 |
| Edgemoor Investment Advisors, Inc. | 2,922 | $27.2 萬 | 0.02% | −435−13.0% | 減碼 |
| Hengehold Capital Management LLC | 2,924 | $27.2 萬 | 0.02% | +2+0.1% | 加碼 |
| McLean Asset Management Corp | 3,082 | $27.3 萬 | 0.05% | +9+0.3% | 加碼 |
| MidWestOne Financial Group, Inc. | 2,933 | $27.3 萬 | 0.03% | +2,933 | 新進 |
| von Borstel & Associates, Inc. | 2,950 | $27.4 萬 | 0.06% | −6,181−67.7% | 減碼 |
| Uptown Financial Advisors LLC | 2,940 | $27.4 萬 | 0.23% | 00.0% | 不變 |
| Jessup Wealth Management, Inc | 2,954 | $27.5 萬 | 0.09% | −118−3.8% | 減碼 |
| Thompson Davis & Co., Inc. | 2,958 | $27.6 萬 | 0.17% | −7−0.2% | 減碼 |
| Flaharty Asset Management, LLC | 2,961 | $27.6 萬 | 0.03% | +2,961 | 新進 |
| Oak Harbor Wealth Partners, LLC | 2,966 | $27.6 萬 | 0.07% | +7+0.2% | 加碼 |
| Muirfield Wealth Advisors LLC | 2,966 | $27.6 萬 | 0.20% | +2,966 | 新進 |
| IFG Advisory, LLC | 2,971 | $27.7 萬 | 0.01% | +2,971 | 新進 |
| WBH Advisory Inc | 2,991 | $27.9 萬 | 0.02% | +251+9.2% | 加碼 |
| Sovereign Financial Group, Inc. | 2,994 | $27.9 萬 | 0.05% | +291+10.8% | 加碼 |
| Cozad Asset Management Inc | 2,997 | $27.9 萬 | 0.02% | −402−11.8% | 減碼 |
| Constitution Capital LLC | 3,000 | $28.0 萬 | 0.13% | −2,300−43.4% | 減碼 |
| Avalon Trust Co | 3,000 | $28.0 萬 | 0.02% | −45−1.5% | 減碼 |
| Torray LLC | 3,000 | $28.0 萬 | 0.04% | 00.0% | 不變 |
| Spirit of America Management Corp | 3,000 | $28.0 萬 | 0.06% | +1,000+50.0% | 加碼 |
| Greenberg Financial Group | 3,000 | $28.0 萬 | 0.12% | +3,000 | 新進 |
| Davis Investment Partners, LLC | 2,937 | $28.0 萬 | 0.10% | −143−4.6% | 減碼 |
| CPA Asset Management LLC | 3,003 | $28.0 萬 | 0.10% | 00.0% | 不變 |
| Vista Private Wealth Partners. LLC | 3,496 | $28.0 萬 | 0.09% | 00.0% | 不變 |
| Advisory Resource Group | 3,008 | $28.0 萬 | 0.05% | −38−1.2% | 減碼 |
| Fiducient Advisors LLC | 3,010 | $28.1 萬 | 0.03% | 00.0% | 不變 |
| Cane Capital Partners, LLC | 3,011 | $28.1 萬 | 0.12% | +3,011 | 新進 |
| Independence Wealth Advisors, LLC | 3,014 | $28.1 萬 | 0.16% | +3,014 | 新進 |
| Enterprise Financial Services Corp | 3,014 | $28.1 萬 | 0.14% | +623+26.1% | 加碼 |
| GSG Advisors LLC | 3,014 | $28.1 萬 | 0.07% | −1,588−34.5% | 減碼 |
| Apriem Advisors | 3,015 | $28.1 萬 | 0.03% | −122−3.9% | 減碼 |
| Bank of Hawaii | 3,019 | $28.1 萬 | 0.01% | +89+3.0% | 加碼 |
| Demars Financial Group, LLC | 3,024 | $28.2 萬 | 0.09% | 00.0% | 不變 |
| United Bank | 3,026 | $28.2 萬 | 0.10% | −205−6.3% | 減碼 |
| Altar Rock LLC | 3,028 | $28.2 萬 | 0.34% | +3,028 | 新進 |
| Ironwood Financial, llc | 2,972 | $28.2 萬 | 0.05% | 00.0% | 不變 |
| Panoramic Capital Partners, LLC | 3,031 | $28.2 萬 | 0.17% | +70+2.4% | 加碼 |
| Smith & Howard Wealth Management, LLC | 3,040 | $28.3 萬 | 0.06% | 00.0% | 不變 |
| Goldstein Advisors, LLC | 3,041 | $28.3 萬 | 0.03% | +240+8.6% | 加碼 |
| Golden Reserve Retirement LLC | 3,046 | $28.4 萬 | 0.05% | +3,046 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 3,047 | $28.4 萬 | 0.09% | +53+1.8% | 加碼 |
| Compass Financial Services Inc | 3,047 | $28.4 萬 | 0.12% | +8+0.3% | 加碼 |
| Tred Avon Family Wealth, LLC | 3,050 | $28.4 萬 | 0.09% | −350−10.3% | 減碼 |