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 |
|---|---|---|---|---|---|
| Leelyn Smith, LLC | 3,050 | $28.4 萬 | 0.04% | 00.0% | 不變 |
| First Financial Group Corp | 3,052 | $28.4 萬 | 0.24% | −897−22.7% | 減碼 |
| Ethos Financial Group, LLC | 3,053 | $28.5 萬 | 0.02% | +448+17.2% | 加碼 |
| Heartwood Wealth Advisors LLC | 3,059 | $28.5 萬 | 0.03% | −185−5.7% | 減碼 |
| International Private Wealth Advisors LLC | 3,065 | $28.6 萬 | 0.18% | 00.0% | 不變 |
| Northern Capital Management, Inc. | 3,084 | $28.7 萬 | 0.15% | −6−0.2% | 減碼 |
| New Covenant Trust Company, N.A. | 3,020 | $28.8 萬 | 0.26% | −87−2.8% | 減碼 |
| Canvas Wealth Advisors, LLC | 3,090 | $28.8 萬 | 0.05% | −42−1.3% | 減碼 |
| Ellevest, Inc. | 3,092 | $28.8 萬 | 0.04% | −19−0.6% | 減碼 |
| Omnitrust Wealth Management, Inc | 3,108 | $29.0 萬 | 0.37% | +3,108 | 新進 |
| Counterpoint Mutual Funds LLC | 3,121 | $29.1 萬 | 0.02% | −905−22.5% | 減碼 |
| EJMK Ventures LLC | 3,121 | $29.1 萬 | 0.18% | +3,121 | 新進 |
| Hummer Financial Advisory Services Inc | 3,126 | $29.1 萬 | 0.21% | 00.0% | 不變 |
| Wall Street Financial Group, Inc. | 3,132 | $29.2 萬 | 0.21% | +217+7.4% | 加碼 |
| 4WEALTH Advisors, Inc. | 3,140 | $29.3 萬 | 0.25% | +3,140 | 新進 |
| Scott Capital Advisors, LLC | 3,145 | $29.3 萬 | 0.06% | −42−1.3% | 減碼 |
| Tounjian Advisory Partners, LLC | 3,148 | $29.3 萬 | 0.10% | −164−5.0% | 減碼 |
| Juncture Wealth Strategies, LLC | 3,150 | $29.4 萬 | 0.10% | 00.0% | 不變 |
| Atwood & Palmer Inc | 3,156 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| Kera Capital Partners, Inc. | 3,251 | $29.4 萬 | 0.04% | +275+9.2% | 加碼 |
| Watershed Private Wealth LLC | 3,158 | $29.4 萬 | 0.09% | +3,158 | 新進 |
| Vivaldi Capital Management, LLC | 3,159 | $29.4 萬 | 0.04% | −106−3.2% | 減碼 |
| Forza Wealth Management, LLC | 3,164 | $29.5 萬 | 0.11% | 00.0% | 不變 |
| Penserra Capital Management LLC | 3,183 | $29.5 萬 | 0.00% | −44−1.4% | 減碼 |
| August Group Capital Ltd | 3,166 | $29.5 萬 | 0.33% | +3,166 | 新進 |
| Walsh & Associates, LLC | 3,167 | $29.5 萬 | 0.29% | +3,167 | 新進 |
| Investment Advisory Services Inc | 3,181 | $29.6 萬 | 0.09% | +161+5.3% | 加碼 |
| Blue Fin Capital, Inc. | 3,181 | $29.6 萬 | 0.05% | +38+1.2% | 加碼 |
| Greenwich Wealth Management LLC | 3,184 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| Brave Asset Management Inc | 3,187 | $29.7 萬 | 0.07% | 00.0% | 不變 |
| DF Dent & Co Inc | 3,189 | $29.7 萬 | 0.00% | −1,965−38.1% | 減碼 |
| Kerntke Otto McGlone Wealth Management Group | 3,196 | $29.8 萬 | 0.21% | +17+0.5% | 加碼 |
| Caledonia (Private) Investments Pty Ltd | 3,198 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| Horst & Graben Wealth Management LLC | 3,201 | $29.8 萬 | 0.05% | +2+0.1% | 加碼 |
| Missouri Trust & Investment Co | 3,208 | $29.9 萬 | 0.09% | 00.0% | 不變 |
| Emergent Wealth Advisors, LLC | 3,211 | $29.9 萬 | 0.17% | +356+12.5% | 加碼 |
| Shelter Rock Management, LLC | 3,212 | $29.9 萬 | 0.30% | +3,212 | 新進 |
| City State Bank | 3,214 | $30.0 萬 | 0.08% | +285+9.7% | 加碼 |
| BNC Wealth Management, LLC | 3,216 | $30.0 萬 | 0.08% | 00.0% | 不變 |
| Asset Planning,Inc | 3,216 | $30.0 萬 | 0.21% | +15+0.5% | 加碼 |
| Sutton Place Investors LLC | 3,217 | $30.0 萬 | 0.16% | −31−1.0% | 減碼 |
| Bangor Savings Bank | 3,220 | $30.0 萬 | 0.02% | +285+9.7% | 加碼 |
| Okabena Investment Services Inc | 3,225 | $30.1 萬 | 0.06% | +800+33.0% | 加碼 |
| Finer Wealth Management, Inc. | 3,230 | $30.1 萬 | 0.15% | 00.0% | 不變 |
| GDS Wealth Management | 3,240 | $30.2 萬 | 0.02% | 00.0% | 不變 |
| Financial Advisory Corp | 3,242 | $30.2 萬 | 0.08% | −12−0.4% | 減碼 |
| Builder Investment Group Inc | 3,250 | $30.3 萬 | 0.07% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 3,256 | $30.3 萬 | 0.06% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 3,260 | $30.4 萬 | 0.02% | +10.0% | 加碼 |
| Foster & Motley Inc | 3,264 | $30.4 萬 | 0.02% | −98−2.9% | 減碼 |
| Capstone Financial Advisors, Inc. | 3,265 | $30.4 萬 | 0.02% | −48−1.4% | 減碼 |
| Affinity Capital Advisors, LLC | 3,268 | $30.5 萬 | 0.04% | +463+16.5% | 加碼 |
| Hara Capital LLC | 3,273 | $30.5 萬 | 0.17% | 00.0% | 不變 |
| Claret Asset Management Corp | 3,286 | $30.6 萬 | 0.04% | −79−2.3% | 減碼 |
| Retirement Planning Group | 3,285 | $30.6 萬 | 0.01% | +608+22.7% | 加碼 |
| HC Advisors, LLC | 3,285 | $30.6 萬 | 0.21% | 00.0% | 不變 |
| Vistica Wealth Advisors, LLC | 3,289 | $30.7 萬 | 0.31% | +3,289 | 新進 |
| Washington Capital Management Inc | 3,300 | $30.8 萬 | 0.25% | 00.0% | 不變 |
| Johnson Wealth Management, LLC | 3,304 | $30.8 萬 | 0.15% | −67−2.0% | 減碼 |
| Cedar Point Capital Partners, LLC | 3,307 | $30.8 萬 | 0.20% | −20−0.6% | 減碼 |
| Flatrock Wealth Partners LLC | 3,307 | $30.8 萬 | 0.15% | +3,307 | 新進 |
| Hoxton Planning & Management, LLC | 3,309 | $30.8 萬 | 0.09% | +83+2.6% | 加碼 |
| Financial Management Network Inc | 3,250 | $30.9 萬 | 0.05% | +180+5.9% | 加碼 |
| NTV Asset Management LLC | 3,327 | $31.0 萬 | 0.03% | −525−13.6% | 減碼 |
| Green Harvest Asset Management LLC | 3,339 | $31.1 萬 | 0.00% | +181+5.7% | 加碼 |
| Core Wealth Partners LLC | 3,339 | $31.1 萬 | 0.14% | +3,339 | 新進 |
| Nixon Peabody Trust Co | 3,351 | $31.2 萬 | 0.02% | +115+3.6% | 加碼 |
| ESL Trust Services, LLC | 3,352 | $31.2 萬 | 0.06% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 3,354 | $31.3 萬 | 0.08% | −3,885−53.7% | 減碼 |
| Fortis Capital Management LLC | 3,355 | $31.3 萬 | 0.04% | +3,355 | 新進 |
| Index Fund Advisors, Inc. | 3,360 | $31.3 萬 | 0.01% | +7+0.2% | 加碼 |
| Trilogy Capital Inc. | 3,374 | $31.4 萬 | 0.01% | −54−1.6% | 減碼 |
| Oakworth Capital, Inc. | 3,392 | $31.6 萬 | 0.02% | +295+9.5% | 加碼 |
| Avenue 1 Advisors, LLC | 3,393 | $31.6 萬 | 0.10% | +80+2.4% | 加碼 |
| Frederick Financial Consultants, LLC | 3,397 | $31.7 萬 | 0.17% | −382−10.1% | 減碼 |
| Capital Advisors, Ltd. LLC | 3,402 | $31.7 萬 | 0.04% | 00.0% | 不變 |
| Crewe Advisors LLC | 3,415 | $31.8 萬 | 0.03% | +97+2.9% | 加碼 |
| Wilian Securities, LLC | 3,418 | $31.9 萬 | 0.34% | +3,418 | 新進 |
| Boston Family Office LLC | 3,423 | $31.9 萬 | 0.02% | −200−5.5% | 減碼 |
| Legend Capital Advisors LLC | 3,423 | $31.9 萬 | 0.18% | +3,423 | 新進 |
| DB&C Advisors, LLC | 3,426 | $31.9 萬 | 0.40% | +3,426 | 新進 |
| BSW Wealth Partners | 3,461 | $32.3 萬 | 0.04% | −23−0.7% | 減碼 |
| Rise Advisors, LLC | 3,463 | $32.3 萬 | 0.12% | −193−5.3% | 減碼 |
| Vaughan David Investments LLC | 3,469 | $32.3 萬 | 0.01% | −500−12.6% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,466 | $32.3 萬 | 0.02% | −289−7.7% | 減碼 |
| SFE Investment Counsel | 3,468 | $32.3 萬 | 0.05% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 3,417 | $32.3 萬 | 0.09% | +641+23.1% | 加碼 |
| Northstar Group, Inc. | 3,470 | $32.3 萬 | 0.04% | 00.0% | 不變 |
| Wealth Dimensions Group, Ltd. | 3,472 | $32.4 萬 | 0.06% | 00.0% | 不變 |
| Lionshead Wealth Management, LLC | 3,473 | $32.4 萬 | 0.24% | +53+1.5% | 加碼 |
| Westwood Wealth Management | 3,473 | $32.4 萬 | 0.24% | +3,473 | 新進 |
| RDA Financial Network | 3,474 | $32.4 萬 | 0.08% | +357+11.5% | 加碼 |
| D'Orazio & Associates, Inc. | 3,478 | $32.4 萬 | 0.04% | +42+1.2% | 加碼 |
| Clear Creek Financial Management, LLC | 3,479 | $32.4 萬 | 0.03% | +409+13.3% | 加碼 |
| Alongside, LLC | 3,486 | $32.5 萬 | 0.11% | +3,486 | 新進 |
| Howard Financial Services, Ltd. | 3,488 | $32.5 萬 | 0.04% | +645+22.7% | 加碼 |
| Pacific Sage Partners, LLC | 3,489 | $32.5 萬 | 0.05% | +143+4.3% | 加碼 |
| McMill Wealth Management | 3,491 | $32.5 萬 | 0.09% | 00.0% | 不變 |
| Custom Index Systems, LLC | 3,500 | $32.6 萬 | 0.14% | 00.0% | 不變 |
| BetterWealth, LLC | 3,505 | $32.7 萬 | 0.07% | −33−0.9% | 減碼 |