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 |
|---|---|---|---|---|---|
| Potomac Fund Management Inc | 24,134 | $224.9 萬 | 0.08% | −2,805−10.4% | 減碼 |
| Crux Wealth Advisors | 24,120 | $224.8 萬 | 0.84% | +30+0.1% | 加碼 |
| Welch Group, LLC | 23,996 | $223.6 萬 | 0.09% | +591+2.5% | 加碼 |
| Gryphon Financial Partners LLC | 23,922 | $223.0 萬 | 0.24% | +3,064+14.7% | 加碼 |
| Pinnacle Bancorp, Inc. | 23,804 | $221.9 萬 | 0.65% | +88+0.4% | 加碼 |
| Cadinha & Co LLC | 23,802 | $221.8 萬 | 0.34% | −382−1.6% | 減碼 |
| Caliber Wealth Management, LLC | 23,741 | $221.3 萬 | 0.24% | +23,741 | 新進 |
| Washington Trust Bank | 23,590 | $219.9 萬 | 0.15% | +4,067+20.8% | 加碼 |
| NBC Securities, Inc. | 23,580 | $219.8 萬 | 0.16% | −443−1.8% | 減碼 |
| Louisbourg Investments Inc. | 30,783 | $218.6 萬 | 0.44% | +2,039+7.1% | 加碼 |
| Conning Inc. | 23,387 | $218.0 萬 | 0.07% | −2,667−10.2% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 23,111 | $218.0 萬 | 0.21% | −595−2.5% | 減碼 |
| HBK Sorce Advisory LLC | 23,115 | $217.2 萬 | 0.05% | +175+0.8% | 加碼 |
| Vista Investment Management | 23,295 | $217.1 萬 | 0.72% | −173−0.7% | 減碼 |
| Leavell Investment Management, Inc. | 23,281 | $217.0 萬 | 0.09% | −652−2.7% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 23,254 | $216.7 萬 | 0.13% | +258+1.1% | 加碼 |
| Sage Mountain Advisors LLC | 23,217 | $216.4 萬 | 0.11% | −1,508−6.1% | 減碼 |
| Citizens National Bank Trust Department | 23,117 | $215.5 萬 | 0.37% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 23,081 | $215.1 萬 | 0.33% | +20,297+729.1% | 加碼 |
| Pure Financial Advisors, Inc. | 23,016 | $214.5 萬 | 0.03% | +977+4.4% | 加碼 |
| International Assets Investment Management, LLC | 803,476 | $213.9 萬 | 0.15% | +788,959+5,434.7% | 加碼 |
| Private Trust Co NA | 22,919 | $213.6 萬 | 0.19% | −1,084−4.5% | 減碼 |
| Busey Wealth Management | 22,895 | $213.4 萬 | 0.06% | +3,688+19.2% | 加碼 |
| Legacy Financial Advisors, Inc. | 22,815 | $212.6 萬 | 0.29% | −4,885−17.6% | 減碼 |
| Marin Bay Wealth Advisors, LLC | 22,794 | $212.4 萬 | 1.22% | +22,794 | 新進 |
| One Capital Management, LLC | 22,787 | $212.4 萬 | 0.06% | −767−3.3% | 減碼 |
| Rossmore Private Capital | 22,760 | $212.1 萬 | 0.19% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 22,535 | $210.0 萬 | 0.12% | +886+4.1% | 加碼 |
| Phoenix Wealth Advisors | 22,520 | $209.9 萬 | 0.81% | +19,581+666.2% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 22,450 | $209.2 萬 | 0.05% | −1,743−7.2% | 減碼 |
| AlphaCore Capital LLC | 22,420 | $209.0 萬 | 0.05% | +3,910+21.1% | 加碼 |
| Sherman Porfolios, LLC | 22,374 | $208.5 萬 | 0.14% | +22,374 | 新進 |
| Jain Global LLC | 22,289 | $207.7 萬 | 0.02% | −9,343−29.5% | 減碼 |
| Fulton Bank, N.A. | 22,287 | $207.7 萬 | 0.07% | +3,117+16.3% | 加碼 |
| Change Path, LLC | 22,287 | $207.7 萬 | 0.05% | +4,055+22.2% | 加碼 |
| Drive Wealth Management, LLC | 22,252 | $207.4 萬 | 0.40% | +695+3.2% | 加碼 |
| Holderness Investments Co | 22,186 | $206.8 萬 | 0.42% | +285+1.3% | 加碼 |
| Founders Financial Securities LLC | 22,109 | $206.1 萬 | 0.12% | +869+4.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 22,052 | $205.5 萬 | 0.18% | +1,142+5.5% | 加碼 |
| Martin & Co Inc | 21,925 | $204.3 萬 | 0.35% | +688+3.2% | 加碼 |
| Fiduciary Group LLC | 21,912 | $204.2 萬 | 0.17% | −660−2.9% | 減碼 |
| Aspiriant, LLC | 21,782 | $203.0 萬 | 0.06% | +95+0.4% | 加碼 |
| Integrated Advisors Network LLC | 21,751 | $202.7 萬 | 0.09% | −3,035−12.2% | 減碼 |
| VCI Wealth Management LLC | 21,744 | $202.7 萬 | 0.56% | +21,744 | 新進 |
| TRUE Private Wealth Advisors | 21,675 | $202.0 萬 | 0.20% | −559−2.5% | 減碼 |
| Aprio Wealth Management, LLC | 11,371 | $202.0 萬 | 0.12% | +1,924+20.4% | 加碼 |
| Pflug Koory, LLC | 21,657 | $201.8 萬 | 0.94% | −34−0.2% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 21,634 | $201.6 萬 | 0.54% | +21,634 | 新進 |
| Beese Fulmer Investment Management, Inc. | 21,615 | $201.5 萬 | 0.13% | −2,750−11.3% | 減碼 |
| First Bank & Trust | 21,603 | $201.3 萬 | 0.33% | +2,489+13.0% | 加碼 |
| CSM Advisors, LLC | 21,479 | $200.2 萬 | 0.05% | −26,640−55.4% | 減碼 |
| Westpac Banking Corp | 21,470 | $200.1 萬 | 0.13% | −465−2.1% | 減碼 |
| Essex Financial Services, Inc. | 21,454 | $200.0 萬 | 0.11% | +2,601+13.8% | 加碼 |
| Catalyst Funds Management Pty Ltd | 21,300 | $198.5 萬 | 0.46% | −17,200−44.7% | 減碼 |
| Hilltop Holdings Inc. | 21,261 | $198.2 萬 | 0.12% | −361−1.7% | 減碼 |
| Highview Capital Management LLC | 21,191 | $197.5 萬 | 0.70% | +21,191 | 新進 |
| Cypress Wealth Services, LLC | 21,111 | $196.8 萬 | 0.27% | +3,928+22.9% | 加碼 |
| Kathmere Capital Management, LLC | 21,047 | $196.2 萬 | 0.13% | +4,914+30.5% | 加碼 |
| Oak Thistle LLC | 21,033 | $196.0 萬 | 0.27% | +17,780+546.6% | 加碼 |
| 17 Capital Partners, LLC | 21,023 | $195.9 萬 | 1.02% | +7,354+53.8% | 加碼 |
| PFG Investments, LLC | 21,018 | $195.9 萬 | 0.09% | +1,087+5.5% | 加碼 |
| Kennedy Investment Group | 21,010 | $195.8 萬 | 0.74% | 00.0% | 不變 |
| LJI Wealth Management, LLC | 20,980 | $195.5 萬 | 0.30% | +16+0.1% | 加碼 |
| Advyzon Investment Management, LLC | 20,968 | $195.4 萬 | 0.23% | +6,633+46.3% | 加碼 |
| Leonteq Securities AG | 20,840 | $194.2 萬 | 0.10% | −30,599−59.5% | 減碼 |
| Virtue Asset Management LLC | 20,805 | $193.9 萬 | 1.55% | −1,519−6.8% | 減碼 |
| Burke & Herbert Bank & Trust Co | 20,766 | $193.5 萬 | 0.53% | −1,525−6.8% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 20,682 | $192.8 萬 | 0.20% | −20−0.1% | 減碼 |
| First Horizon Corp | 20,666 | $192.6 萬 | 0.09% | +3,077+17.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 20,638 | $192.3 萬 | 0.03% | −167−0.8% | 減碼 |
| IHT Wealth Management, LLC | 20,596 | $192.0 萬 | 0.05% | +150+0.7% | 加碼 |
| Two Sigma Securities, LLC | 20,580 | $191.8 萬 | 0.26% | −7,454−26.6% | 減碼 |
| Northeast Investment Management | 20,418 | $190.3 萬 | 0.07% | +8,500+71.3% | 加碼 |
| Miller Investment Management, LP | 20,342 | $189.6 萬 | 0.19% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 20,307 | $189.3 萬 | 0.27% | +94+0.5% | 加碼 |
| First Financial Bank - Trust Division | 20,273 | $188.9 萬 | 0.16% | +318+1.6% | 加碼 |
| Cetera Trust Company, N.A | 20,226 | $188.5 萬 | 1.01% | 00.0% | 不變 |
| Mainstay Capital Management LLC | 20,207 | $188.3 萬 | 0.14% | +1,227+6.5% | 加碼 |
| Citadel Investment Advisory, Inc. | 20,141 | $187.7 萬 | 0.81% | −200−1.0% | 減碼 |
| Unique Wealth Strategies, LLC | 20,039 | $186.8 萬 | 0.73% | −216−1.1% | 減碼 |
| IPG Investment Advisors LLC | 20,029 | $186.7 萬 | 0.33% | +17,479+685.5% | 加碼 |
| Harbor Advisors LLC | 20,000 | $186.4 萬 | 0.28% | 00.0% | 不變 |
| Collar Capital Management, LLC | 19,987 | $186.3 萬 | 1.24% | −1,375−6.4% | 減碼 |
| Leisure Capital Management | 19,981 | $186.2 萬 | 0.62% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 19,954 | $186.0 萬 | 0.55% | +686+3.6% | 加碼 |
| Main Street Research LLC | 19,846 | $185.0 萬 | 0.11% | −17,239−46.5% | 減碼 |
| London Co of Virginia | 19,790 | $184.4 萬 | 0.01% | +881+4.7% | 加碼 |
| First Dallas Securities Inc. | 19,786 | $184.4 萬 | 0.69% | −48−0.2% | 減碼 |
| Sweeney & Michel, LLC | 20,678 | $183.9 萬 | 0.54% | +94+0.5% | 加碼 |
| Breakwater Capital Group | 19,641 | $183.1 萬 | 0.26% | −151−0.8% | 減碼 |
| Modera Wealth Management, LLC | 19,624 | $182.9 萬 | 0.02% | −990−4.8% | 減碼 |
| Exencial Wealth Advisors, LLC | 19,610 | $182.8 萬 | 0.06% | −237−1.2% | 減碼 |
| American State Bank (Iowa) | 19,608 | $182.7 萬 | 0.88% | +697+3.7% | 加碼 |
| Abel Hall, LLC | 19,586 | $182.5 萬 | 0.43% | +6,740+52.5% | 加碼 |
| Rayburn West Financial Services LLC | 19,550 | $182.2 萬 | 1.13% | +19,550 | 新進 |
| BLB&B Advisors, LLC | 19,542 | $182.1 萬 | 0.08% | +304+1.6% | 加碼 |
| Keel Point, LLC | 19,542 | $182.1 萬 | 0.11% | +1,919+10.9% | 加碼 |
| Cito Capital Group, LLC | 19,503 | $181.8 萬 | 0.53% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 19,466 | $181.4 萬 | 0.34% | −497−2.5% | 減碼 |
| Insigneo Advisory Services, LLC | 19,450 | $181.3 萬 | 0.13% | −1,904−8.9% | 減碼 |