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 |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 53,214 | $496.0 萬 | 0.43% | +15,730+42.0% | 加碼 |
| Wealthspire Advisors, LLC | 52,982 | $493.8 萬 | 0.04% | −15,896−23.1% | 減碼 |
| Great Lakes Retirement, Inc. | 52,841 | $492.5 萬 | 0.51% | +1,330+2.6% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52,457 | $488.9 萬 | 0.15% | +777+1.5% | 加碼 |
| Wynn Capital, LLC | 52,402 | $488.4 萬 | 2.37% | −2,439−4.4% | 減碼 |
| Paradigm Asset Management Co LLC | 52,352 | $487.9 萬 | 1.13% | −3,000−5.4% | 減碼 |
| Quest Partners LLC | 52,159 | $486.1 萬 | 0.27% | +28,080+116.6% | 加碼 |
| Cohen Investment Advisors LLC | 52,059 | $485.2 萬 | 2.23% | +233+0.4% | 加碼 |
| Arkadios Wealth Advisors | 51,611 | $481.0 萬 | 0.10% | +7,989+18.3% | 加碼 |
| Quad-Cities Investment Group, LLC | 51,596 | $480.9 萬 | 1.98% | −156−0.3% | 減碼 |
| Genoa Capital Gestora de Recursos Ltda. | 51,520 | $480.2 萬 | 3.04% | +51,520 | 新進 |
| Fundamentun, LLC | 51,277 | $477.9 萬 | 0.19% | +666+1.3% | 加碼 |
| Aft, Forsyth & Sober, LLC | 51,200 | $477.2 萬 | 1.45% | 00.0% | 不變 |
| Cynosure Management, LLC | 51,198 | $477.2 萬 | 0.49% | 00.0% | 不變 |
| Schnieders Capital Management, LLC. | 51,171 | $476.9 萬 | 0.74% | +7,154+16.3% | 加碼 |
| Jefferies Financial Group Inc. | 50,628 | $471.9 萬 | 0.04% | −30,271−37.4% | 減碼 |
| Buckingham Strategic Partners | 50,623 | $471.8 萬 | 0.06% | −8,373−14.2% | 減碼 |
| 3Chopt Investment Partners, LLC | 50,523 | $470.9 萬 | 1.06% | −2,286−4.3% | 減碼 |
| Union Bancaire Privee, UBP SA | 50,770 | $469.5 萬 | 0.08% | −15,097−22.9% | 減碼 |
| Norden Group LLC | 50,270 | $468.5 萬 | 0.46% | −4,092−7.5% | 減碼 |
| Convergence Investment Partners, LLC | 50,259 | $468.4 萬 | 0.93% | +6,024+13.6% | 加碼 |
| TCW Group Inc | 50,145 | $467.4 萬 | 0.03% | +50,145 | 新進 |
| Arrow Capital Pty Ltd | 50,000 | $466.0 萬 | 4.47% | +50,000 | 新進 |
| Moors & Cabot, Inc. | 49,996 | $466.0 萬 | 0.20% | +463+0.9% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 49,915 | $465.2 萬 | 0.46% | +8,774+21.3% | 加碼 |
| Cullinan Associates Inc | 49,666 | $462.9 萬 | 0.31% | +3,450+7.5% | 加碼 |
| Checchi Capital Advisers, LLC | 49,625 | $462.5 萬 | 0.31% | −1,462−2.9% | 減碼 |
| Pavion Blue Capital, LLC | 49,285 | $459.3 萬 | 1.91% | −58−0.1% | 減碼 |
| Brookstone Capital Management | 49,167 | $458.2 萬 | 0.05% | +2,564+5.5% | 加碼 |
| SWS Partners | 48,906 | $455.8 萬 | 1.10% | +3,829+8.5% | 加碼 |
| Banco Santander, S.A. | 48,776 | $454.6 萬 | 0.03% | −38,498−44.1% | 減碼 |
| Angeles Wealth Management, LLC | 48,567 | $452.6 萬 | 0.25% | +2,940+6.4% | 加碼 |
| Haverford Trust Co | 48,531 | $452.3 萬 | 0.04% | +662+1.4% | 加碼 |
| SOL Capital Management CO | 48,463 | $451.7 萬 | 0.41% | −700−1.4% | 減碼 |
| Somerset Group LLC | 47,500 | $447.9 萬 | 3.38% | 00.0% | 不變 |
| Family Management Corp | 48,026 | $447.6 萬 | 0.57% | +41,548+641.4% | 加碼 |
| Integrated Wealth Concepts LLC | 47,972 | $447.1 萬 | 0.05% | −57,225−54.4% | 減碼 |
| NVWM, LLC | 47,840 | $445.9 萬 | 0.97% | −1,103−2.3% | 減碼 |
| LMG Wealth Partners, LLC | 47,591 | $443.5 萬 | 0.83% | +143+0.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 47,321 | $441.0 萬 | 0.17% | +2,685+6.0% | 加碼 |
| Trust Point Inc. | 47,285 | $440.7 萬 | 0.35% | −228−0.5% | 減碼 |
| Regions Financial Corp | 47,110 | $439.1 萬 | 0.03% | −1,469−3.0% | 減碼 |
| Focus Financial Network, Inc. | 47,040 | $438.4 萬 | 0.15% | −4,901−9.4% | 減碼 |
| Voya Financial Advisors, Inc. | 46,312 | $437.7 萬 | 0.42% | −367−0.8% | 減碼 |
| Ascent Group, LLC | 46,915 | $437.3 萬 | 0.15% | −742−1.6% | 減碼 |
| GTS Securities LLC | 46,830 | $436.5 萬 | 0.15% | +29,407+168.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 46,625 | $434.5 萬 | 0.03% | +189+0.4% | 加碼 |
| Long Run Wealth Advisors, LLC | 46,407 | $432.5 萬 | 0.82% | +383+0.8% | 加碼 |
| Brookmont Capital Management | 46,402 | $432.5 萬 | 2.50% | −229−0.5% | 減碼 |
| Fiduciary Trust Co | 46,071 | $429.4 萬 | 0.05% | −436−0.9% | 減碼 |
| CMT Capital Markets Trading GmbH | 46,000 | $428.7 萬 | 2.84% | −13,650−22.9% | 減碼 |
| Union Heritage Capital, LLC | 45,970 | $428.4 萬 | 1.45% | 00.0% | 不變 |
| Benjamin Edwards Inc | 45,837 | $427.3 萬 | 0.05% | +3,680+8.7% | 加碼 |
| Transcend Wealth Collective, LLC | 45,340 | $422.6 萬 | 0.33% | −1,632−3.5% | 減碼 |
| Atomi Financial Group, Inc. | 45,287 | $422.1 萬 | 0.12% | +3,701+8.9% | 加碼 |
| Kuhn & Co Investment Counsel | 44,942 | $418.9 萬 | 2.79% | +44,942 | 新進 |
| Welch & Forbes LLC | 44,718 | $416.8 萬 | 0.05% | +320+0.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 44,711 | $416.7 萬 | 0.05% | +1,310+3.0% | 加碼 |
| Shayne & Co., LLC | 44,705 | $416.7 萬 | 1.26% | −2,264−4.8% | 減碼 |
| Smartleaf Asset Management LLC | 44,113 | $416.0 萬 | 0.16% | +6,025+15.8% | 加碼 |
| Ballentine Partners, LLC | 44,577 | $415.5 萬 | 0.06% | +854+2.0% | 加碼 |
| Triumph Capital Management | 44,368 | $413.5 萬 | 0.89% | +36,906+494.6% | 加碼 |
| Sagespring Wealth Partners, LLC | 44,285 | $412.7 萬 | 0.07% | +7,463+20.3% | 加碼 |
| Smith, Salley & Associates | 44,278 | $412.7 萬 | 0.20% | +384+0.9% | 加碼 |
| White Pine Capital LLC | 44,024 | $410.3 萬 | 1.13% | +2,021+4.8% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 44,000 | $410.1 萬 | 0.29% | +3,000+7.3% | 加碼 |
| Ally Financial Inc. | 44,000 | $410.1 萬 | 0.50% | +11,000+33.3% | 加碼 |
| Montag A & Associates Inc | 43,990 | $410.0 萬 | 0.19% | −20,163−31.4% | 減碼 |
| Twin City Private Wealth, LLC | 43,865 | $408.8 萬 | 3.09% | +238+0.5% | 加碼 |
| Oarsman Capital, Inc. | 43,715 | $407.4 萬 | 0.53% | +3,064+7.5% | 加碼 |
| Nomura Holdings Inc | 43,668 | $407.0 萬 | 0.01% | −92,298−67.9% | 減碼 |
| Black Cypress Capital Management, LLC | 43,427 | $404.7 萬 | 2.83% | −42,239−49.3% | 減碼 |
| Qtron Investments LLC | 43,409 | $404.6 萬 | 0.53% | −3,872−8.2% | 減碼 |
| Keebeck Wealth Management, LLC | 43,199 | $402.6 萬 | 0.46% | +37,485+656.0% | 加碼 |
| Rehmann Capital Advisory Group | 43,143 | $402.5 萬 | 0.21% | +2,485+6.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 43,072 | $401.4 萬 | 0.11% | +236+0.6% | 加碼 |
| FSB Premier Wealth Management, Inc. | 42,939 | $400.2 萬 | 1.27% | +2,482+6.1% | 加碼 |
| Stonebridge Capital Advisors LLC | 42,905 | $399.9 萬 | 0.28% | −5,564−11.5% | 減碼 |
| Firetrail Investments Pty Ltd | 42,413 | $397.2 萬 | 1.30% | −15,382−26.6% | 減碼 |
| Parallel Advisors, LLC | 42,451 | $395.6 萬 | 0.07% | +182+0.4% | 加碼 |
| Cornercap Investment Counsel Inc | 42,336 | $394.6 萬 | 1.94% | −580−1.4% | 減碼 |
| Group One Trading, L.P. | 42,309 | $394.3 萬 | 0.12% | +2,096+5.2% | 加碼 |
| 44 Wealth Management LLC | 41,884 | $390.4 萬 | 1.31% | −3,226−7.2% | 減碼 |
| Argyle Capital Management Inc. | 41,873 | $390.3 萬 | 1.30% | −180.0% | 減碼 |
| Pallas Capital Advisors LLC | 41,653 | $388.2 萬 | 0.13% | +344+0.8% | 加碼 |
| Foster Group, Inc. | 41,545 | $387.2 萬 | 0.12% | +272+0.7% | 加碼 |
| KCM Investment Advisors LLC | 41,532 | $387.1 萬 | 0.12% | +303+0.7% | 加碼 |
| Mach-1 Financial Group, Inc. | 41,407 | $385.9 萬 | 0.79% | +41,407 | 新進 |
| SRS Capital Advisors, Inc. | 41,356 | $385.4 萬 | 0.11% | −46,294−52.8% | 減碼 |
| Johnson Financial Group, Inc. | 41,295 | $384.9 萬 | 0.14% | −1,037−2.4% | 減碼 |
| Meiji Yasuda Life Insurance Co | 41,083 | $382.9 萬 | 0.11% | −5,286−11.4% | 減碼 |
| Miracle Mile Advisors, LLC | 41,048 | $382.6 萬 | 0.05% | +2,539+6.6% | 加碼 |
| Tower Bridge Advisors | 40,926 | $381.4 萬 | 0.39% | −1,750−4.1% | 減碼 |
| Aaron Wealth Advisors | 40,917 | $381.3 萬 | 0.21% | +7,418+22.1% | 加碼 |
| Sustainable Insight Capital Management, LLC | 40,882 | $381.0 萬 | 1.27% | −11,000−21.2% | 減碼 |
| Alpha Cubed Investments, LLC | 40,807 | $380.3 萬 | 0.13% | −204−0.5% | 減碼 |
| RFG Advisory, LLC | 40,772 | $380.0 萬 | 0.07% | +398+1.0% | 加碼 |
| Capital Investment Advisors, LLC | 40,568 | $378.1 萬 | 0.06% | +1,547+4.0% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,526 | $377.7 萬 | 0.78% | −445−1.1% | 減碼 |
| Steel Peak Wealth Management LLC | 40,304 | $375.6 萬 | 0.12% | −12,623−23.8% | 減碼 |