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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| DMG Group, LLC | 10,981 | $102.3 萬 | 0.68% | −807−6.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 10,962 | $102.2 萬 | 0.01% | +10,962 | 新進 |
| Silver Oak Securities, Inc | 10,810 | $101.9 萬 | 0.07% | +475+4.6% | 加碼 |
| Klingman & Associates, LLC | 10,931 | $101.9 萬 | 0.05% | +514+4.9% | 加碼 |
| PFG Advisors | 10,883 | $101.4 萬 | 0.05% | −1,723−13.7% | 減碼 |
| Cambient Family Office, LLC | 10,878 | $101.4 萬 | 0.14% | +10,878 | 新進 |
| SmartHarvest Portfolios, LLC | 10,877 | $101.4 萬 | 0.35% | +10,877 | 新進 |
| Family Legacy, Inc. | 10,837 | $101.0 萬 | 0.30% | −2,000−15.6% | 減碼 |
| Boit C F David | 10,519 | $100.9 萬 | 0.44% | 00.0% | 不變 |
| Studio Investment Management LLC | 10,824 | $100.9 萬 | 0.18% | −136−1.2% | 減碼 |
| Wimmer Associates 1, LLC | 10,814 | $100.8 萬 | 0.47% | 00.0% | 不變 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 10,800 | $100.7 萬 | 0.05% | +10,800 | 新進 |
| Mattson Financial Services, LLC | 10,785 | $100.5 萬 | 0.23% | −689−6.0% | 減碼 |
| Carrera Capital Advisors | 10,761 | $100.3 萬 | 0.17% | +391+3.8% | 加碼 |
| Liberty Wealth Management LLC | 10,745 | $100.1 萬 | 0.13% | −560−5.0% | 減碼 |
| Aspen Investment Management Inc | 10,738 | $100.1 萬 | 0.30% | 00.0% | 不變 |
| Opinicus Capital, Inc. | 10,720 | $99.9 萬 | 0.70% | +11+0.1% | 加碼 |
| PFW Advisors LLC | 10,710 | $99.8 萬 | 0.30% | −361−3.3% | 減碼 |
| Alliance Wealth Advisors, LLC | 10,698 | $99.7 萬 | 0.48% | +193+1.8% | 加碼 |
| IVC Wealth Advisors LLC | 10,691 | $99.6 萬 | 0.43% | +12+0.1% | 加碼 |
| Appleton Partners Inc | 10,692 | $99.6 萬 | 0.07% | −421−3.8% | 減碼 |
| Avantax Planning Partners, Inc. | 10,675 | $99.5 萬 | 0.03% | +81+0.8% | 加碼 |
| Quadrant Private Wealth Management, LLC | 10,671 | $99.5 萬 | 0.16% | −40−0.4% | 減碼 |
| MidFirst Bank | 10,664 | $99.4 萬 | 0.08% | +10,664 | 新進 |
| M Holdings Securities, Inc. | 10,659 | $99.3 萬 | 0.07% | +10,659 | 新進 |
| Clarius Group, LLC | 10,651 | $99.3 萬 | 0.06% | −1,138−9.7% | 減碼 |
| All Terrain Financial Advisors, LLC | 10,642 | $99.2 萬 | 0.30% | −229−2.1% | 減碼 |
| Engineers Gate Manager LP | 10,641 | $99.2 萬 | 0.01% | −1,816−14.6% | 減碼 |
| Hikari Tsushin, Inc. | 10,631 | $99.1 萬 | 0.06% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 10,618 | $99.0 萬 | 0.46% | −651−5.8% | 減碼 |
| Washington Trust Co | 10,589 | $98.7 萬 | 0.03% | −59−0.6% | 減碼 |
| Tyche Wealth Partners LLC | 10,570 | $98.5 萬 | 0.16% | −1,642−13.4% | 減碼 |
| Evoke Wealth, LLC | 10,559 | $98.4 萬 | 0.02% | +2,412+29.6% | 加碼 |
| Advisortrust Partners, LLC | 10,530 | $98.1 萬 | 0.43% | +10,530 | 新進 |
| Pacific Center for Financial Services | 11,675 | $97.9 萬 | 0.25% | 00.0% | 不變 |
| LVW Advisors, LLC | 10,497 | $97.8 萬 | 0.10% | +1,767+20.2% | 加碼 |
| Interchange Capital Partners, LLC | 10,495 | $97.8 萬 | 0.18% | +296+2.9% | 加碼 |
| PCB Capital LLC | 10,409 | $97.0 萬 | 1.56% | +10,409 | 新進 |
| Wrapmanager Inc | 10,361 | $96.6 萬 | 0.33% | −1,950−15.8% | 減碼 |
| 180 Wealth Advisors, LLC | 10,344 | $96.4 萬 | 0.11% | +4,456+75.7% | 加碼 |
| Altfest L J & Co Inc | 10,293 | $95.9 萬 | 0.11% | +330+3.3% | 加碼 |
| Boston Private Wealth LLC | 10,291 | $95.9 萬 | 0.06% | −435−4.1% | 減碼 |
| Westover Capital Advisors, LLC | 10,247 | $95.5 萬 | 0.17% | 00.0% | 不變 |
| Montecito Bank & Trust | 10,237 | $95.4 萬 | 0.15% | −93−0.9% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 10,189 | $94.9 萬 | 0.03% | −600−5.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 10,175 | $94.8 萬 | 0.23% | +204+2.0% | 加碼 |
| Perennial Advisors, LLC | 10,126 | $94.4 萬 | 0.16% | +40.0% | 加碼 |
| Pathfinder Wealth Consulting, Inc. | 10,116 | $94.3 萬 | 0.60% | +10,116 | 新進 |
| Holistic Planning, LLC | 10,103 | $94.2 萬 | 0.20% | +654+6.9% | 加碼 |
| Webster Bank, N. A. | 10,092 | $94.1 萬 | 0.09% | 00.0% | 不變 |
| First Fiduciary Investment Counsel, Inc. | 10,070 | $93.9 萬 | 0.18% | 00.0% | 不變 |
| Sendero Wealth Management, LLC | 10,070 | $93.9 萬 | 0.10% | +244+2.5% | 加碼 |
| Blue Rock Wealth Management LLC | 10,057 | $93.7 萬 | 0.58% | 00.0% | 不變 |
| Lighthouse Financial Services Inc | 10,054 | $93.7 萬 | 0.22% | +10,054 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 10,034 | $93.5 萬 | 0.30% | +1,160+13.1% | 加碼 |
| Harmony Asset Management LLC | 10,032 | $93.5 萬 | 0.31% | +2,198+28.1% | 加碼 |
| Onefund, LLC | 9,989 | $93.1 萬 | 0.56% | +441+4.6% | 加碼 |
| Zuckerman Investment Group, LLC | 9,968 | $92.9 萬 | 0.08% | 00.0% | 不變 |
| Baron Wealth Management LLC | 9,966 | $92.9 萬 | 0.29% | +817+8.9% | 加碼 |
| Avanza Fonder AB | 9,961 | $92.8 萬 | 0.02% | +9,961 | 新進 |
| Woodmont Investment Counsel LLC | 9,952 | $92.8 萬 | 0.06% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 9,951 | $92.7 萬 | 0.52% | −299−2.9% | 減碼 |
| Monticello Wealth Management, LLC | 9,892 | $92.2 萬 | 0.06% | +271+2.8% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,881 | $92.1 萬 | 0.11% | −4,261−30.1% | 減碼 |
| Manske Wealth Management | 9,881 | $92.1 萬 | 0.27% | −40−0.4% | 減碼 |
| Indivisible Partners | 9,870 | $92.0 萬 | 0.10% | +9,870 | 新進 |
| Income Insurance Ltd | 9,870 | $92.0 萬 | 0.60% | +9,870 | 新進 |
| Beaton Management Co. Inc. | 9,850 | $91.8 萬 | 0.40% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 9,848 | $91.8 萬 | 0.26% | 00.0% | 不變 |
| Northbridge Financial Group, LLC | 9,844 | $91.7 萬 | 0.41% | +9,844 | 新進 |
| West Bancorporation Inc | 9,826 | $91.6 萬 | 0.48% | −198−2.0% | 減碼 |
| AlTi Global, Inc. | 9,795 | $91.3 萬 | 0.02% | −168−1.7% | 減碼 |
| Valmark Advisers, Inc. | 9,775 | $91.1 萬 | 0.01% | +1,409+16.8% | 加碼 |
| Valley National Advisers Inc | 9,764 | $90.9 萬 | 0.13% | +13+0.1% | 加碼 |
| Phillips Wealth Planners LLC | 10,481 | $90.3 萬 | 0.72% | +966+10.2% | 加碼 |
| G&S Capital LLC | 9,658 | $90.0 萬 | 0.32% | −116−1.2% | 減碼 |
| Monetary Management Group Inc | 9,645 | $89.9 萬 | 0.21% | 00.0% | 不變 |
| Storgate, LLC | 9,642 | $89.9 萬 | 0.74% | +9,642 | 新進 |
| Athena Investment Management | 9,635 | $89.8 萬 | 0.46% | +188+2.0% | 加碼 |
| Van Strum & Towne Inc. | 9,621 | $89.7 萬 | 0.25% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 9,593 | $89.4 萬 | 0.00% | −103,377−91.5% | 減碼 |
| KPP Advisory Services LLC | 9,590 | $89.4 萬 | 0.13% | +33+0.3% | 加碼 |
| Lane Brothers & Co Inc | 9,582 | $89.3 萬 | 0.65% | +9,582 | 新進 |
| Signature Estate & Investment Advisors LLC | 9,578 | $89.3 萬 | 0.02% | −1,443−13.1% | 減碼 |
| Rexford Capital Inc | 9,574 | $89.2 萬 | 0.68% | 00.0% | 不變 |
| Weaver Capital Management LLC | 9,548 | $89.0 萬 | 0.19% | +2,105+28.3% | 加碼 |
| Strategic Blueprint, LLC | 9,538 | $88.9 萬 | 0.05% | +241+2.6% | 加碼 |
| Creekside Partners | 9,537 | $88.9 萬 | 0.38% | 00.0% | 不變 |
| Investor's Fiduciary Advisor Network, LLC | 9,538 | $88.8 萬 | 0.19% | +981+11.5% | 加碼 |
| Tarbox Family Office, Inc. | 9,506 | $88.6 萬 | 0.14% | −1,736−15.4% | 減碼 |
| Oak Grove Capital LLC | 9,493 | $88.5 萬 | 0.18% | +9,493 | 新進 |
| Diversified Enterprises, LLC | 9,487 | $88.4 萬 | 0.05% | +1,324+16.2% | 加碼 |
| Smithfield Trust Co | 9,459 | $88.2 萬 | 0.04% | +3,246+52.2% | 加碼 |
| Walsky Investment Management, Inc. | 9,458 | $88.1 萬 | 0.90% | +9,458 | 新進 |
| First PREMIER Bank | 9,459 | $88.1 萬 | 0.20% | −160−1.7% | 減碼 |
| Everpar Advisors LLC | 9,398 | $87.6 萬 | 0.32% | −366−3.7% | 減碼 |
| Prentice Wealth Management LLC | 9,375 | $87.4 萬 | 0.20% | +551+6.2% | 加碼 |
| Vista Investment Partners LLC | 9,356 | $87.2 萬 | 0.23% | +9,356 | 新進 |
| Quadcap Wealth Management, LLC | 9,347 | $87.1 萬 | 0.10% | −70−0.7% | 減碼 |
| SGL Investment Advisors, Inc. | 9,464 | $87.1 萬 | 0.35% | −179−1.9% | 減碼 |