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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 4,037 | $37.6 萬 | 0.06% | +187+4.9% | 加碼 |
| Weinberger Asset Management, Inc | 4,034 | $37.6 萬 | 0.14% | −365−8.3% | 減碼 |
| Next Level Private LLC | 4,034 | $37.6 萬 | 0.10% | +968+31.6% | 加碼 |
| CoreFirst Bank & Trust | 4,033 | $37.6 萬 | 0.20% | −439−9.8% | 減碼 |
| Myriad Asset Management US LP | 4,032 | $37.6 萬 | 0.63% | −10,368−72.0% | 減碼 |
| Charter Trust Co | 4,030 | $37.6 萬 | 0.02% | −450−10.0% | 減碼 |
| Peddock Capital Advisors, LLC | 4,024 | $37.5 萬 | 0.08% | 00.0% | 不變 |
| James Hambro & Partners | 4,019 | $37.5 萬 | 0.01% | 00.0% | 不變 |
| Michels Family Financial, LLC | 4,012 | $37.4 萬 | 0.27% | +1,158+40.6% | 加碼 |
| Lawood & Co | 4,007 | $37.3 萬 | 0.35% | +4,007 | 新進 |
| Brady Family Wealth, LLC | 4,003 | $37.3 萬 | 0.12% | +4,003 | 新進 |
| United Bank | 4,000 | $37.3 萬 | 0.05% | 00.0% | 不變 |
| Epiq Partners, LLC | 4,000 | $37.3 萬 | 0.17% | 00.0% | 不變 |
| Bramshill Investments, LLC | 4,000 | $37.3 萬 | 0.02% | +4,000 | 新進 |
| Simon Quick Advisors, LLC | 3,997 | $37.3 萬 | 0.02% | +3,997 | 新進 |
| MJP Associates Inc | 3,982 | $37.1 萬 | 0.05% | +327+8.9% | 加碼 |
| StoryOne LLC | 0 | $37.1 萬 | 0.22% | 0 | 新進 |
| Investment Advisory Group, LLC | 3,979 | $37.1 萬 | 0.10% | −38−0.9% | 減碼 |
| McMillan Office, Inc. | 3,978 | $37.1 萬 | 0.04% | +3,978 | 新進 |
| 10Elms LLP | 3,971 | $37.0 萬 | 0.34% | 00.0% | 不變 |
| Walkner Condon Financial Advisors LLC | 3,962 | $36.9 萬 | 0.05% | −46−1.1% | 減碼 |
| Kure Advisory, LLC | 3,959 | $36.9 萬 | 0.21% | +3,959 | 新進 |
| Paragon Private Wealth Management, LLC | 3,957 | $36.9 萬 | 0.11% | +407+11.5% | 加碼 |
| Ullmann Financial Group, Inc. | 4,239 | $36.9 萬 | 0.04% | −500−10.6% | 減碼 |
| Northcape Wealth Management, LLC | 3,955 | $36.9 萬 | 0.10% | −179−4.3% | 減碼 |
| Great Waters Wealth Management | 3,942 | $36.7 萬 | 0.04% | −37−0.9% | 減碼 |
| SJS Investment Consulting Inc. | 3,939 | $36.7 萬 | 0.05% | +417+11.8% | 加碼 |
| Integrity Wealth Advisors, Inc. | 3,927 | $36.6 萬 | 0.26% | −3,216−45.0% | 減碼 |
| Vicus Capital | 3,912 | $36.5 萬 | 0.03% | −1,241−24.1% | 減碼 |
| Argyle Capital Partners, LLC | 3,909 | $36.4 萬 | 0.27% | −270−6.5% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 3,906 | $36.4 萬 | 0.08% | 00.0% | 不變 |
| Marietta Investment Partners LLC | 3,900 | $36.3 萬 | 0.07% | −3,960−50.4% | 減碼 |
| SFMG, LLC | 3,898 | $36.3 萬 | 0.02% | +180+4.8% | 加碼 |
| Madrona Financial Services, LLC | 3,893 | $36.3 萬 | 0.08% | +31+0.8% | 加碼 |
| DecisionMap Wealth Management, LLC | 3,888 | $36.2 萬 | 0.22% | +919+31.0% | 加碼 |
| Riverbend Wealth Management, LLC | 3,886 | $36.2 萬 | 0.23% | +200+5.4% | 加碼 |
| Adelphi Trust Co | 3,870 | $36.1 萬 | 0.29% | +3,870 | 新進 |
| Financial Network Wealth Advisors LLC | 3,869 | $36.1 萬 | 0.38% | −47−1.2% | 減碼 |
| Cooper Capital Advisors LLC | 3,867 | $36.0 萬 | 0.23% | 00.0% | 不變 |
| WealthPoint Financial, LLC | 3,861 | $36.0 萬 | 0.31% | +3,861 | 新進 |
| Brandywine Oak Private Wealth LLC | 3,853 | $35.9 萬 | 0.03% | 00.0% | 不變 |
| Third View Private Wealth, LLC | 3,852 | $35.9 萬 | 0.05% | +3,852 | 新進 |
| Arvest Investments, Inc. | 3,849 | $35.9 萬 | 0.05% | +3,849 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,038 | $35.8 萬 | 0.00% | 00.0% | 不變 |
| Accelerate Investment Advisors LLC | 3,842 | $35.8 萬 | 0.24% | −589−13.3% | 減碼 |
| Granite Harbor Advisors, Inc. | 3,834 | $35.7 萬 | 0.15% | −51−1.3% | 減碼 |
| HRC Wealth Management, LLC | 3,832 | $35.7 萬 | 0.17% | +11+0.3% | 加碼 |
| Cottonwood Capital Advisors, LLC | 3,832 | $35.7 萬 | 0.25% | +3+0.1% | 加碼 |
| Petix & Botte Co | 3,828 | $35.7 萬 | 0.08% | 00.0% | 不變 |
| United Wealth Management, LLC | 3,818 | $35.6 萬 | 0.09% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 3,816 | $35.6 萬 | 0.18% | −258−6.3% | 減碼 |
| Capital Advisors Wealth Management, LLC | 3,812 | $35.5 萬 | 0.05% | −68−1.8% | 減碼 |
| New World Advisors LLC | 3,808 | $35.5 萬 | 0.06% | +334+9.6% | 加碼 |
| Westhampton Capital, LLC | 3,800 | $35.4 萬 | 0.17% | −1,975−34.2% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 3,800 | $35.4 萬 | 0.31% | 00.0% | 不變 |
| United Advisor Group, LLC | 3,791 | $35.3 萬 | 0.05% | +961+34.0% | 加碼 |
| BCR Wealth Strategies, LLC | 3,783 | $35.2 萬 | 0.12% | +3,783 | 新進 |
| Pinnacle Holdings, LLC | 3,772 | $35.2 萬 | 0.12% | +1,200+46.7% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,756 | $35.1 萬 | 0.11% | +353+10.4% | 加碼 |
| Grove Street Fiduciary, LLC | 3,766 | $35.1 萬 | 0.15% | 00.0% | 不變 |
| Ariadne Wealth Management, LP | 4,045 | $35.1 萬 | 0.14% | +175+4.5% | 加碼 |
| Reflection Asset Management | 3,761 | $35.1 萬 | 0.25% | +3,761 | 新進 |
| Princeton Capital Management LLC | 3,759 | $35.0 萬 | 0.09% | +136+3.8% | 加碼 |
| Adamsbrown Wealth Consultants LLC | 3,756 | $35.0 萬 | 0.10% | +1,260+50.5% | 加碼 |
| Elevatus Welath Management | 3,749 | $34.9 萬 | 0.10% | +3,749 | 新進 |
| Front Street Capital Management, Inc. | 3,743 | $34.9 萬 | 0.05% | +273+7.9% | 加碼 |
| Trustmark National Bank Trust Department | 3,734 | $34.8 萬 | 0.02% | +263+7.6% | 加碼 |
| X-Square Capital, LLC | 3,730 | $34.8 萬 | 0.11% | +4+0.1% | 加碼 |
| CM Wealth Advisors LLC | 3,728 | $34.7 萬 | 0.08% | +3,728 | 新進 |
| Fi3 FINANCIAL ADVISORS, LLC | 3,722 | $34.7 萬 | 0.11% | +180+5.1% | 加碼 |
| Northland Securities, Inc. | 3,700 | $34.5 萬 | 0.33% | +3,700 | 新進 |
| Nolet Wealth Management, LLC | 3,697 | $34.5 萬 | 0.19% | +3,697 | 新進 |
| Rare Wolf Capital LLC | 3,695 | $34.4 萬 | 0.22% | +3,695 | 新進 |
| Outlook Wealth Advisors, LLC | 3,685 | $34.3 萬 | 0.08% | +18+0.5% | 加碼 |
| Concentric Capital Strategies, LP | 3,685 | $34.3 萬 | 0.02% | +3,685 | 新進 |
| Beck Mack & Oliver LLC | 3,682 | $34.3 萬 | 0.01% | 00.0% | 不變 |
| Abundance Wealth Counselors | 3,680 | $34.3 萬 | 0.06% | −113−3.0% | 減碼 |
| Matauro, LLC | 3,680 | $34.3 萬 | 0.05% | +3,680 | 新進 |
| Convergence Financial, LLC | 3,674 | $34.2 萬 | 0.05% | +16+0.4% | 加碼 |
| Carbahal Olsen Financial Services Group, LLC | 3,672 | $34.2 萬 | 0.26% | +12+0.3% | 加碼 |
| Auctus Advisors LLC | 3,672 | $34.2 萬 | 0.32% | +3,672 | 新進 |
| Motive Wealth Advisors | 3,669 | $34.2 萬 | 0.15% | +5+0.1% | 加碼 |
| Financial Security Advisor, Inc. | 3,668 | $34.2 萬 | 0.07% | −65−1.7% | 減碼 |
| Embree Financial Group | 3,662 | $34.1 萬 | 0.04% | +332+10.0% | 加碼 |
| Lifelong Wealth Advisors, Inc. | 3,645 | $34.0 萬 | 0.09% | +15+0.4% | 加碼 |
| Beaumont Financial Advisors, LLC | 3,630 | $33.8 萬 | 0.02% | +44+1.2% | 加碼 |
| Financial Connections Group, Inc. | 3,624 | $33.7 萬 | 0.12% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 3,606 | $33.6 萬 | 0.09% | +548+17.9% | 加碼 |
| Verity & Verity, LLC | 3,605 | $33.6 萬 | 0.03% | −625−14.8% | 減碼 |
| Parkway Wealth Management Group, LLC | 3,600 | $33.6 萬 | 0.05% | +3,600 | 新進 |
| May Hill Capital, LLC | 3,597 | $33.5 萬 | 0.09% | +362+11.2% | 加碼 |
| Colonial Trust Advisors | 3,594 | $33.5 萬 | 0.03% | −292−7.5% | 減碼 |
| Heritage Wealth Management, Inc. | 3,580 | $33.4 萬 | 0.09% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 3,580 | $33.4 萬 | 0.14% | +355+11.0% | 加碼 |
| Cherry Tree Wealth Management, LLC | 3,579 | $33.4 萬 | 0.07% | 00.0% | 不變 |
| Blalock Williams, LLC | 3,577 | $33.3 萬 | 0.27% | +408+12.9% | 加碼 |
| Oregon Pacific Wealth Management, LLC | 3,575 | $33.3 萬 | 0.34% | −82−2.2% | 減碼 |
| Sandy Cove Advisors, LLC | 3,563 | $33.2 萬 | 0.10% | +134+3.9% | 加碼 |
| IFC Advisors LLC | 3,554 | $33.1 萬 | 0.05% | +405+12.9% | 加碼 |
| Five Oceans Advisors | 3,552 | $33.1 萬 | 0.12% | +9+0.3% | 加碼 |