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 |
|---|---|---|---|---|---|
| Triglav Skladi, D.O.O. | 74,000 | $689.7 萬 | 0.44% | −4,000−5.1% | 減碼 |
| Greenleaf Trust | 73,413 | $684.2 萬 | 0.06% | +2,036+2.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 73,152 | $681.8 萬 | 0.81% | +4,614+6.7% | 加碼 |
| Weik Capital Management | 72,978 | $680.2 萬 | 2.55% | −410−0.6% | 減碼 |
| Dorsey Wright & Associates | 72,892 | $679.4 萬 | 1.47% | −22,246−23.4% | 減碼 |
| Hamilton Capital Partners Inc. | 72,721 | $677.8 萬 | 0.25% | −1,877−2.5% | 減碼 |
| CWA Asset Management Group, LLC | 72,027 | $671.3 萬 | 0.24% | +4,912+7.3% | 加碼 |
| Walleye Trading LLC | 71,952 | $670.6 萬 | 0.11% | +71,952 | 新進 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 71,704 | $668.3 萬 | 0.69% | +171+0.2% | 加碼 |
| Reliant Investment Management, LLC | 71,344 | $664.9 萬 | 2.70% | −699−1.0% | 減碼 |
| King Luther Capital Management Corp | 71,256 | $664.1 萬 | 0.03% | −328−0.5% | 減碼 |
| Meeder Advisory Services, Inc. | 71,078 | $662.4 萬 | 0.28% | +4,567+6.9% | 加碼 |
| Fidelis Capital Partners, LLC | 71,018 | $661.9 萬 | 0.48% | +31,080+77.8% | 加碼 |
| R.H. Investment Group, LLC | 70,211 | $654.4 萬 | 5.48% | −50−0.1% | 減碼 |
| Strategic Global Advisors, LLC | 70,099 | $653.3 萬 | 1.01% | −1,640−2.3% | 減碼 |
| Bahl & Gaynor Inc | 69,638 | $649.0 萬 | 0.03% | −282−0.4% | 減碼 |
| Generali Asset Management SPA SGR | 69,299 | $645.9 萬 | 0.13% | +69,299 | 新進 |
| HighMark Wealth Management LLC | 68,611 | $639.5 萬 | 2.61% | −6,208−8.3% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 68,274 | $636.3 萬 | 2.05% | −22,640−24.9% | 減碼 |
| Ibex Wealth Advisors | 68,212 | $635.7 萬 | 0.62% | +64,481+1,728.2% | 加碼 |
| Signaturefd, LLC | 67,919 | $633.0 萬 | 0.10% | +3,919+6.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 67,801 | $631.9 萬 | 0.19% | −5,133−7.0% | 減碼 |
| Waterloo Capital, L.P. | 67,516 | $629.2 萬 | 0.45% | +4,996+8.0% | 加碼 |
| Barr E S & Co | 67,512 | $629.2 萬 | 0.33% | −4,500−6.2% | 減碼 |
| Ethic Inc. | 67,506 | $629.2 萬 | 0.10% | +2,297+3.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 67,364 | $627.8 萬 | 0.14% | −194,219−74.2% | 減碼 |
| Olstein Capital Management, L.P. | 67,000 | $624.4 萬 | 1.28% | −6,000−8.2% | 減碼 |
| Strategic Planning Group, LLC | 66,875 | $623.3 萬 | 0.80% | +4,884+7.9% | 加碼 |
| Continental Advisors LLC | 66,106 | $616.1 萬 | 4.00% | −17,000−20.5% | 減碼 |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 65,939 | $614.6 萬 | 1.65% | +65,939 | 新進 |
| Verdence Capital Advisors LLC | 65,517 | $610.6 萬 | 0.36% | −3,491−5.1% | 減碼 |
| Synergy Financial Management, LLC | 65,407 | $609.6 萬 | 0.63% | −62,591−48.9% | 減碼 |
| LGT Fund Management Co Ltd. | 64,228 | $605.7 萬 | 0.48% | +9,667+17.7% | 加碼 |
| Vestcor Inc | 64,236 | $598.7 萬 | 0.17% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 64,171 | $598.1 萬 | 0.09% | −310−0.5% | 減碼 |
| Tema ETFs LLC | 63,334 | $590.3 萬 | 0.46% | −188−0.3% | 減碼 |
| GAMMA Investing LLC | 63,051 | $587.6 萬 | 0.30% | +5,765+10.1% | 加碼 |
| Fifth Third Wealth Advisors LLC | 62,942 | $586.6 萬 | 0.21% | +1,709+2.8% | 加碼 |
| Skopos Labs, Inc. | 61,873 | $584.8 萬 | 0.27% | +31,001+100.4% | 加碼 |
| First National Advisers, LLC | 62,742 | $584.7 萬 | 0.80% | −1,592−2.5% | 減碼 |
| Triangle Securities Wealth Management | 65,956 | $583.1 萬 | 1.23% | +32,307+96.0% | 加碼 |
| TownSquare Capital, LLC | 62,358 | $581.2 萬 | 1.30% | −19,725−24.0% | 減碼 |
| Oldfather Financial Services, LLC | 62,200 | $579.7 萬 | 1.73% | +438+0.7% | 加碼 |
| Oppenheimer & Co Inc | 62,041 | $578.2 萬 | 0.08% | +6,906+12.5% | 加碼 |
| Oddo BHF Asset Management SAS | 61,498 | $573.2 萬 | 0.21% | +7,764+14.4% | 加碼 |
| BWM Planning, LLC | 61,382 | $572.1 萬 | 1.53% | +46+0.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 61,119 | $569.6 萬 | 0.06% | +1,508+2.5% | 加碼 |
| Caisse des Depots Et Consignations | 61,110 | $569.5 萬 | 0.13% | +12,755+26.4% | 加碼 |
| Advisors Asset Management, Inc. | 60,859 | $567.2 萬 | 0.10% | +4,027+7.1% | 加碼 |
| ABN AMRO Bank N.V. | 60,665 | $566.6 萬 | 0.05% | +2,978+5.2% | 加碼 |
| Hillsdale Investment Management Inc. | 60,492 | $563.8 萬 | 0.16% | +26,680+78.9% | 加碼 |
| Evergreen Capital Management LLC | 60,391 | $562.8 萬 | 0.13% | +26,394+77.6% | 加碼 |
| Balance Wealth, LLC | 60,076 | $559.9 萬 | 1.80% | −132−0.2% | 減碼 |
| Marathon Trading Investment Management LLC | 59,667 | $556.1 萬 | 0.66% | −24,800−29.4% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 59,542 | $554.9 萬 | 2.75% | 00.0% | 不變 |
| Forum Financial Management, LP | 59,483 | $554.4 萬 | 0.07% | −10.0% | 減碼 |
| Crestwood Advisors Group LLC | 59,303 | $552.7 萬 | 0.09% | −4,869−7.6% | 減碼 |
| Joel Isaacson & Co., LLC | 59,189 | $551.6 萬 | 0.18% | +1,861+3.2% | 加碼 |
| Clayton Partners LLC | 59,164 | $551.4 萬 | 3.98% | −786−1.3% | 減碼 |
| Catalytic Wealth RIA, LLC | 58,755 | $547.6 萬 | 0.20% | −21,082−26.4% | 減碼 |
| IFP Advisors, Inc | 58,659 | $546.7 萬 | 0.12% | +3,568+6.5% | 加碼 |
| Fayez Sarofim & Co | 58,526 | $545.5 萬 | 0.01% | −742−1.3% | 減碼 |
| Maltese Capital Management LLC | 58,500 | $545.2 萬 | 0.97% | −19,000−24.5% | 減碼 |
| Jump Financial, LLC | 58,026 | $540.8 萬 | 0.07% | +13,629+30.7% | 加碼 |
| CBOE Vest Financial, LLC | 57,981 | $540.4 萬 | 0.07% | +10,987+23.4% | 加碼 |
| Perkins Coie Trust Co | 57,964 | $540.2 萬 | 1.01% | +2,205+4.0% | 加碼 |
| Guardian Partners Inc. | 58,062 | $539.0 萬 | 0.43% | −150−0.3% | 減碼 |
| Parcion Private Wealth LLC | 57,753 | $538.3 萬 | 0.33% | +395+0.7% | 加碼 |
| Sigma Planning Corp | 57,606 | $536.9 萬 | 0.15% | +775+1.4% | 加碼 |
| Daymark Wealth Partners, LLC | 57,592 | $536.8 萬 | 0.17% | −3,970−6.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 57,520 | $536.1 萬 | 0.02% | −25,110−30.4% | 減碼 |
| Robinson Value Management, Ltd. | 57,366 | $534.7 萬 | 2.89% | −5,292−8.4% | 減碼 |
| Peapack Gladstone Financial Corp | 57,299 | $534.0 萬 | 0.07% | −201−0.3% | 減碼 |
| Valeo Financial Advisors, LLC | 57,260 | $533.7 萬 | 0.12% | +2,536+4.6% | 加碼 |
| Hixon Zuercher, LLC | 57,232 | $533.4 萬 | 1.62% | +57,232 | 新進 |
| Bank of Stockton | 57,113 | $532.3 萬 | 1.52% | −81−0.1% | 減碼 |
| Twin Capital Management Inc | 56,622 | $527.7 萬 | 0.65% | −4,918−8.0% | 減碼 |
| Huntington National Bank | 56,487 | $526.5 萬 | 0.03% | +1,006+1.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 56,363 | $525.3 萬 | 0.26% | +336+0.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 66,868 | $523.9 萬 | 0.20% | +16,949+34.0% | 加碼 |
| Lee Danner & Bass Inc | 56,121 | $523.0 萬 | 0.37% | −100.0% | 減碼 |
| Signet Financial Management, LLC | 56,117 | $523.0 萬 | 0.58% | −549−1.0% | 減碼 |
| Chase Investment Counsel Corp | 56,063 | $522.5 萬 | 1.46% | +56,063 | 新進 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 55,616 | $518.3 萬 | 0.46% | +46,371+501.6% | 加碼 |
| Centaurus Financial, Inc. | 55,582 | $518.0 萬 | 0.24% | −6,530−10.5% | 減碼 |
| Geneos Wealth Management Inc. | 55,579 | $518.0 萬 | 0.13% | +2,848+5.4% | 加碼 |
| Baader Bank INC | 55,226 | $514.4 萬 | 0.43% | +7,330+15.3% | 加碼 |
| Equitable Holdings, Inc. | 55,027 | $512.9 萬 | 0.04% | +5,459+11.0% | 加碼 |
| HF Advisory Group, LLC | 54,950 | $512.1 萬 | 1.79% | +2,871+5.5% | 加碼 |
| Raiffeisen Bank International AG | 54,244 | $511.6 萬 | 0.07% | −3,653−6.3% | 減碼 |
| Brown Brothers Harriman & Co | 54,794 | $510.7 萬 | 0.03% | +11,123+25.5% | 加碼 |
| Jackson Hole Capital Partners, LLC | 54,167 | $504.8 萬 | 0.86% | +254+0.5% | 加碼 |
| Portside Wealth Group, LLC | 54,050 | $503.8 萬 | 0.68% | −1,048−1.9% | 減碼 |
| NorthRock Partners, LLC | 54,025 | $503.5 萬 | 0.09% | −34,299−38.8% | 減碼 |
| Wedbush Securities Inc | 54,021 | $503.5 萬 | 0.15% | +1,968+3.8% | 加碼 |
| Asio Capital, LLC | 53,899 | $502.3 萬 | 0.71% | +78+0.1% | 加碼 |
| Slagle Financial, LLC | 53,683 | $500.3 萬 | 1.75% | +2,071+4.0% | 加碼 |
| Picton Mahoney Asset Management | 53,449 | $498.1 萬 | 0.05% | −2,966−5.3% | 減碼 |
| Simplicity Wealth,LLC | 53,447 | $498.1 萬 | 0.30% | −15,936−23.0% | 減碼 |
| Associated Banc-Corp | 53,269 | $496.5 萬 | 0.13% | +233+0.4% | 加碼 |