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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,293 | $282.3 萬 | 0.05% | −4,682−13.4% | 減碼 |
| Cigna Investments Inc | 30,277 | $282.1 萬 | 0.41% | −1,227−3.9% | 減碼 |
| Adviser Investments LLC | 30,245 | $281.9 萬 | 0.03% | +3,359+12.5% | 加碼 |
| Diversify Wealth Management, LLC | 30,081 | $281.4 萬 | 0.13% | +1,195+4.1% | 加碼 |
| Ci Investments Inc. | 30,192 | $281.4 萬 | 0.01% | −92,696−75.4% | 減碼 |
| Level Four Advisory Services, LLC | 30,124 | $280.8 萬 | 0.09% | +4,753+18.7% | 加碼 |
| Chicago Capital, LLC | 30,114 | $280.7 萬 | 0.07% | +10,358+52.4% | 加碼 |
| Independent Financial Group, LLC | 30,102 | $280.6 萬 | 0.06% | −71−0.2% | 減碼 |
| Mutual Advisors, LLC | 30,097 | $280.5 萬 | 0.06% | +355+1.2% | 加碼 |
| Acumen Wealth Advisors, LLC | 29,951 | $279.1 萬 | 0.80% | +29,951 | 新進 |
| First Citizens Bank & Trust Co | 29,889 | $278.6 萬 | 0.06% | +677+2.3% | 加碼 |
| Venture Visionary Partners LLC | 29,074 | $278.4 萬 | 0.09% | −2,203−7.0% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 29,545 | $277.6 萬 | 0.40% | +8,681+41.6% | 加碼 |
| Argent Advisors, Inc. | 29,724 | $277.0 萬 | 0.77% | −102−0.3% | 減碼 |
| Shelton Wealth Management, LLC | 29,716 | $277.0 萬 | 1.21% | +20+0.1% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 29,633 | $276.2 萬 | 0.08% | +5,259+21.6% | 加碼 |
| Neville Rodie & Shaw Inc | 29,602 | $275.9 萬 | 0.19% | 00.0% | 不變 |
| Focused Alpha, LLC | 29,595 | $275.8 萬 | 0.81% | +29,595 | 新進 |
| Xcel Wealth Management, LLC | 29,539 | $275.3 萬 | 0.71% | −326−1.1% | 減碼 |
| WealthShield Partners, LLC | 29,518 | $275.1 萬 | 0.30% | +19,819+204.3% | 加碼 |
| Aspire Private Capital, LLC | 29,508 | $275.0 萬 | 0.61% | −911−3.0% | 減碼 |
| Bailard, Inc. | 29,484 | $274.8 萬 | 0.06% | −1,461−4.7% | 減碼 |
| GM Advisory Group, Inc. | 29,450 | $274.5 萬 | 0.11% | −1,498−4.8% | 減碼 |
| National Asset Management, Inc. | 29,387 | $273.9 萬 | 0.13% | −1,071−3.5% | 減碼 |
| Dynamic Advisor Solutions LLC | 29,174 | $271.9 萬 | 0.09% | −763−2.5% | 減碼 |
| Coppell Advisory Solutions LLC | 28,815 | $271.8 萬 | 0.27% | +299+1.0% | 加碼 |
| Roxbury Financial LLC | 29,101 | $271.2 萬 | 2.43% | −187−0.6% | 減碼 |
| Scott & Selber, Inc. | 28,981 | $270.1 萬 | 0.68% | −961−3.2% | 減碼 |
| Royal Fund Management, LLC | 28,036 | $267.8 萬 | 0.25% | +28,036 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 28,736 | $267.8 萬 | 0.07% | +850+3.0% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 28,708 | $267.6 萬 | 0.51% | +371+1.3% | 加碼 |
| Courier Capital LLC | 28,702 | $267.5 萬 | 0.15% | −372−1.3% | 減碼 |
| Savvy Advisors, Inc. | 28,694 | $267.4 萬 | 0.09% | +9,141+46.7% | 加碼 |
| NWF Advisory Services Inc. | 28,645 | $267.0 萬 | 0.30% | −7,747−21.3% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 28,500 | $265.6 萬 | 0.69% | −3,700−11.5% | 減碼 |
| West Branch Capital LLC | 28,458 | $265.2 萬 | 0.68% | +1,473+5.5% | 加碼 |
| N.E.W. Advisory Services LLC | 28,443 | $265.1 萬 | 0.20% | +154+0.5% | 加碼 |
| Mystic Asset Management, Inc. | 28,350 | $264.2 萬 | 0.60% | −170−0.6% | 減碼 |
| LOM Asset Management Ltd | 28,343 | $264.2 萬 | 0.77% | +3,206+12.8% | 加碼 |
| Drucker Wealth 3.0, LLC | 28,276 | $263.5 萬 | 0.46% | −4,132−12.7% | 減碼 |
| Premier Path Wealth Partners, LLC | 28,266 | $263.4 萬 | 0.34% | +2,708+10.6% | 加碼 |
| ZWJ Investment Counsel Inc | 28,246 | $263.3 萬 | 0.09% | −2,614−8.5% | 減碼 |
| Carret Asset Management, LLC | 28,222 | $263.0 萬 | 0.25% | −760−2.6% | 減碼 |
| Central Pacific Bank - Trust Division | 28,178 | $262.6 萬 | 0.32% | −975−3.3% | 減碼 |
| Massmutual Trust Co FSB | 28,082 | $261.7 萬 | 0.07% | −583−2.0% | 減碼 |
| Cary Street Partners Financial LLC | 28,081 | $261.7 萬 | 0.06% | −832−2.9% | 減碼 |
| Baker Avenue Asset Management, LP | 28,032 | $261.3 萬 | 0.06% | −3,972−12.4% | 減碼 |
| Sunbelt Securities, Inc. | 27,996 | $260.9 萬 | 0.17% | +1,027+3.8% | 加碼 |
| Stevens Capital Management LP | 27,853 | $259.6 萬 | 0.91% | +14,774+113.0% | 加碼 |
| Walter & Keenan Financial Consulting Co | 27,820 | $259.3 萬 | 0.69% | +444+1.6% | 加碼 |
| Rothschild Investment LLC | 27,741 | $258.5 萬 | 0.14% | +336+1.2% | 加碼 |
| Private Wealth Asset Management, LLC | 27,724 | $258.4 萬 | 0.28% | −271−1.0% | 減碼 |
| Foundations Investment Advisors, LLC | 27,632 | $257.5 萬 | 0.03% | −6,851−19.9% | 減碼 |
| Iams Wealth Management, LLC | 27,574 | $257.0 萬 | 0.93% | −2,956−9.7% | 減碼 |
| Peoples Bank | 27,509 | $256.4 萬 | 2.58% | −1,155−4.0% | 減碼 |
| Bluebird Wealth Management LLC | 27,484 | $256.1 萬 | 2.39% | +27,484 | 新進 |
| Whittier Trust Co of Nevada Inc | 26,410 | $254.6 萬 | 0.05% | −104−0.4% | 減碼 |
| Trinity Financial Advisors LLC | 27,262 | $254.1 萬 | 0.71% | +16+0.1% | 加碼 |
| Mather Group, LLC. | 27,129 | $252.8 萬 | 0.03% | +2,369+9.6% | 加碼 |
| Harold Davidson & Associates Inc. | 27,059 | $252.2 萬 | 1.12% | +198+0.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 26,880 | $250.5 萬 | 0.12% | −42,140−61.1% | 減碼 |
| Riverchase Wealth Management, LLC | 26,861 | $250.3 萬 | 1.36% | −2,742−9.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 26,777 | $249.6 萬 | 0.09% | +4,199+18.6% | 加碼 |
| Pictet Bank & Trust Ltd | 26,765 | $249.4 萬 | 2.99% | +847+3.3% | 加碼 |
| Myriad Asset Management Advisors LLC | 26,749 | $249.3 萬 | 0.77% | +26,749 | 新進 |
| Peak Asset Management, LLC | 26,718 | $249.0 萬 | 0.42% | −773−2.8% | 減碼 |
| Journey Retirement Planning & Investment Management LLC | 26,512 | $247.1 萬 | 0.51% | +26,512 | 新進 |
| Princeton Global Asset Management LLC | 26,246 | $244.6 萬 | 0.40% | +578+2.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 26,236 | $244.5 萬 | 0.12% | +9,511+56.9% | 加碼 |
| Everett Harris & Co | 26,166 | $243.9 萬 | 0.03% | +185+0.7% | 加碼 |
| LRI Investments, LLC | 26,088 | $243.1 萬 | 0.20% | −196−0.7% | 減碼 |
| Aventura Private Wealth, LLC | 25,965 | $242.0 萬 | 0.87% | +218+0.8% | 加碼 |
| CTC LLC | 25,963 | $242.0 萬 | 0.22% | −11,499−30.7% | 減碼 |
| Connable Office Inc | 25,932 | $241.7 萬 | 0.22% | −39−0.2% | 減碼 |
| One Wealth Advisors, LLC | 25,870 | $241.1 萬 | 0.29% | −5,731−18.1% | 減碼 |
| FOCUS Wealth Advisors, LLC | 25,720 | $239.7 萬 | 1.12% | +254+1.0% | 加碼 |
| YHB Investment Advisors, Inc. | 25,701 | $239.5 萬 | 0.17% | 00.0% | 不變 |
| Morningstar Investment Management LLC | 25,674 | $239.3 萬 | 0.14% | −65,281−71.8% | 減碼 |
| National Philanthropic Trust | 25,510 | $237.8 萬 | 0.02% | +110+0.4% | 加碼 |
| CWC Advisors, LLC. | 25,437 | $237.1 萬 | 1.14% | −119−0.5% | 減碼 |
| Resources Management Corp | 25,365 | $236.4 萬 | 0.31% | +462+1.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 25,330 | $236.1 萬 | 0.02% | −636−2.4% | 減碼 |
| Journey Strategic Wealth LLC | 25,142 | $234.3 萬 | 0.06% | +188+0.8% | 加碼 |
| Agf Management Ltd | 25,099 | $233.9 萬 | 0.01% | −142−0.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 24,890 | $232.0 萬 | 0.04% | +1,368+5.8% | 加碼 |
| Everhart Financial Group, Inc. | 24,880 | $231.9 萬 | 0.21% | +2,815+12.8% | 加碼 |
| Wright Investors Service Inc | 24,790 | $231.0 萬 | 0.69% | −72−0.3% | 減碼 |
| Chemistry Wealth Management LLC | 24,750 | $230.7 萬 | 0.43% | −209−0.8% | 減碼 |
| Laurel Wealth Advisors LLC | 24,721 | $230.4 萬 | 0.30% | −164−0.7% | 減碼 |
| Aviso Wealth Management | 24,613 | $229.4 萬 | 0.96% | +203+0.8% | 加碼 |
| Gilbert & Cook, Inc. | 24,591 | $229.2 萬 | 0.29% | +2,741+12.5% | 加碼 |
| Howard Capital Management Inc. | 24,541 | $228.7 萬 | 0.03% | +130+0.5% | 加碼 |
| Fort Sheridan Advisors LLC | 24,420 | $227.6 萬 | 0.29% | +150+0.6% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 29,645 | $226.9 萬 | 0.18% | +29,645 | 新進 |
| First American Trust, FSB | 24,331 | $226.8 萬 | 0.16% | −3,034−11.1% | 減碼 |
| Diversify Advisory Services, LLC | 25,653 | $226.7 萬 | 0.07% | −306−1.2% | 減碼 |
| Jeppson Wealth Management, LLC | 24,300 | $226.5 萬 | 0.72% | −520−2.1% | 減碼 |
| Victory Financial Group, LLC | 24,262 | $226.1 萬 | 0.28% | +16,822+226.1% | 加碼 |
| Insight Advisors, LLC | 24,259 | $226.1 萬 | 0.34% | +148+0.6% | 加碼 |
| Meridian Investment Counsel Inc. | 24,183 | $225.4 萬 | 0.54% | −120−0.5% | 減碼 |