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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 40,054 | $373.3 萬 | 0.07% | −1,658−4.0% | 減碼 |
| Greenwood Gearhart Inc | 39,939 | $372.2 萬 | 0.20% | +27,700+226.3% | 加碼 |
| Avestar Capital, LLC | 39,822 | $371.1 萬 | 0.26% | +139+0.4% | 加碼 |
| Genus Capital Management Inc. | 39,800 | $370.9 萬 | 0.43% | +30,500+328.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 39,794 | $370.9 萬 | 0.05% | −1,574−3.8% | 減碼 |
| InvesTrust | 39,707 | $370.1 萬 | 1.43% | −2,574−6.1% | 減碼 |
| Arvest Bank Trust Division | 39,517 | $368.3 萬 | 0.20% | +35,553+896.9% | 加碼 |
| Trust Asset Management LLC | 39,476 | $367.9 萬 | 0.25% | −1,492−3.6% | 減碼 |
| L2 Asset Management, LLC | 39,077 | $364.2 萬 | 0.49% | −16,270−29.4% | 減碼 |
| Dynasty Wealth Management, LLC | 38,723 | $360.9 萬 | 0.04% | +7,376+23.5% | 加碼 |
| Apella Capital, LLC | 38,543 | $359.2 萬 | 0.07% | −70−0.2% | 減碼 |
| Grimes & Company, Inc. | 38,502 | $358.8 萬 | 0.09% | −430−1.1% | 減碼 |
| Jupiter Asset Management Ltd | 38,498 | $358.8 萬 | 0.03% | −284,289−88.1% | 減碼 |
| Evercore Wealth Management, LLC | 38,475 | $358.6 萬 | 0.05% | 00.0% | 不變 |
| Cunning Capital Partners, LP | 38,454 | $358.4 萬 | 1.66% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 38,422 | $358.1 萬 | 0.10% | +333+0.9% | 加碼 |
| United Asset Strategies, Inc. | 38,381 | $357.7 萬 | 0.28% | +695+1.8% | 加碼 |
| Capital Asset Advisory Services LLC | 36,773 | $354.5 萬 | 0.14% | −3,525−8.7% | 減碼 |
| Capital Investment Counsel, Inc | 38,021 | $354.4 萬 | 0.42% | −146−0.4% | 減碼 |
| Franklin Street Advisors Inc | 37,760 | $351.9 萬 | 0.20% | +154+0.4% | 加碼 |
| Griffith & Werner, Inc. | 37,735 | $351.7 萬 | 1.79% | +472+1.3% | 加碼 |
| Glaxis Capital Management, LLC | 37,697 | $351.3 萬 | 6.01% | +10,000+36.1% | 加碼 |
| Aspen Grove Capital, LLC | 37,604 | $350.5 萬 | 0.61% | −71−0.2% | 減碼 |
| Congress Park Capital LLC | 37,596 | $350.4 萬 | 1.05% | +868+2.4% | 加碼 |
| Yarbrough Capital, LLC | 37,485 | $349.4 萬 | 0.11% | 00.0% | 不變 |
| Harrell Investment Partners, LLC | 37,449 | $349.0 萬 | 0.82% | +37,449 | 新進 |
| American Money Management, LLC | 37,181 | $346.5 萬 | 0.54% | +321+0.9% | 加碼 |
| Frank, Rimerman Advisors LLC | 37,098 | $345.8 萬 | 0.22% | +3,774+11.3% | 加碼 |
| Marks Group Wealth Management, Inc | 37,075 | $345.5 萬 | 0.33% | +3,149+9.3% | 加碼 |
| Ronald Blue Trust, Inc. | 36,907 | $344.0 萬 | 0.04% | −1,861−4.8% | 減碼 |
| SBI Securities Co., Ltd. | 36,481 | $340.0 萬 | 0.09% | +494+1.4% | 加碼 |
| Moody National Bank Trust Division | 36,441 | $339.6 萬 | 0.33% | −15,913−30.4% | 減碼 |
| Silvant Capital Management LLC | 36,199 | $337.4 萬 | 0.11% | +210+0.6% | 加碼 |
| F/M Investments LLC | 36,185 | $337.2 萬 | 0.13% | −7,917−18.0% | 減碼 |
| Pring Turner Capital Group Inc | 36,080 | $336.3 萬 | 2.08% | −645−1.8% | 減碼 |
| Aptus Capital Advisors, LLC | 35,997 | $335.5 萬 | 0.03% | +2,217+6.6% | 加碼 |
| Keystone Wealth Services, LLC | 35,973 | $335.3 萬 | 0.71% | +10.0% | 加碼 |
| S&CO Inc | 35,649 | $332.2 萬 | 0.21% | −7,929−18.2% | 減碼 |
| Tulsa Wealth Advisors, INC | 35,627 | $332.0 萬 | 1.10% | +35,627 | 新進 |
| Bryn Mawr Trust Co | 35,615 | $331.9 萬 | 0.08% | −852−2.3% | 減碼 |
| Marco Investment Management LLC | 35,451 | $330.4 萬 | 0.25% | −200−0.6% | 減碼 |
| Wesbanco Bank Inc | 35,433 | $330.2 萬 | 0.09% | −951−2.6% | 減碼 |
| Diversified Trust Co | 35,285 | $328.9 萬 | 0.06% | +13,196+59.7% | 加碼 |
| David Loasby | 34,538 | $328.0 萬 | 0.22% | −234−0.7% | 減碼 |
| Marotta Asset Management | 35,131 | $327.4 萬 | 0.61% | −50−0.1% | 減碼 |
| Fiduciary Family Office, LLC | 34,959 | $325.8 萬 | 0.94% | −634−1.8% | 減碼 |
| Golden State Equity Partners | 34,943 | $325.7 萬 | 0.53% | +207+0.6% | 加碼 |
| Soltis Investment Advisors LLC | 34,593 | $322.4 萬 | 0.21% | +4,930+16.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 34,522 | $321.7 萬 | 0.13% | −2,100−5.7% | 減碼 |
| Snowden Capital Advisors LLC | 34,482 | $321.4 萬 | 0.08% | +893+2.7% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 34,454 | $321.1 萬 | 0.43% | +45+0.1% | 加碼 |
| Stableford Capital II LLC | 34,438 | $321.0 萬 | 1.16% | −2,162−5.9% | 減碼 |
| GHP Investment Advisors, Inc. | 34,311 | $319.8 萬 | 0.13% | +431+1.3% | 加碼 |
| Intact Investment Management Inc. | 34,100 | $317.8 萬 | 0.09% | −21,200−38.3% | 減碼 |
| Cidel Asset Management Inc | 33,993 | $316.8 萬 | 0.22% | −1,277−3.6% | 減碼 |
| Profund Advisors LLC | 33,988 | $316.8 萬 | 0.10% | −9,685−22.2% | 減碼 |
| Chicago Partners Investment Group LLC | 36,397 | $316.5 萬 | 0.08% | +1,110+3.1% | 加碼 |
| Tradition Wealth Management, LLC | 33,931 | $316.2 萬 | 0.23% | +127+0.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 33,847 | $315.5 萬 | 0.21% | +1,570+4.9% | 加碼 |
| NBT Bank N A | 33,839 | $315.4 萬 | 0.20% | −712−2.1% | 減碼 |
| GeoWealth Management, LLC | 33,815 | $315.1 萬 | 0.12% | +500+1.5% | 加碼 |
| New Age Alpha Advisors, LLC | 33,735 | $314.4 萬 | 0.14% | −7,877−18.9% | 減碼 |
| Fisher Asset Management, LLC | 33,637 | $313.5 萬 | 0.00% | +12,065+55.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 33,551 | $312.7 萬 | 0.01% | +9,321+38.5% | 加碼 |
| Syon Capital LLC | 33,422 | $311.5 萬 | 0.16% | +1,351+4.2% | 加碼 |
| Bennett Selby Investments LP | 33,180 | $309.2 萬 | 1.00% | +50.0% | 加碼 |
| Massachusetts Wealth Management | 33,050 | $308.0 萬 | 1.43% | +333+1.0% | 加碼 |
| Heritage Family Offices, LLP | 32,800 | $305.7 萬 | 1.39% | +19,869+153.7% | 加碼 |
| Lummis Asset Management, LP | 32,583 | $303.7 萬 | 1.87% | −767−2.3% | 減碼 |
| Arete Wealth Advisors, LLC | 32,532 | $303.2 萬 | 0.21% | +3,066+10.4% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,410 | $302.1 萬 | 1.18% | +122+0.4% | 加碼 |
| Advocate Group LLC | 32,367 | $301.7 萬 | 0.49% | 00.0% | 不變 |
| Northside Capital Management, LLC | 32,273 | $300.8 萬 | 0.26% | 00.0% | 不變 |
| Shelton Capital Management | 32,229 | $300.4 萬 | 0.06% | −25,749−44.4% | 減碼 |
| Thoroughbred Financial Services, LLC | 32,085 | $299.0 萬 | 0.18% | +552+1.8% | 加碼 |
| AF Advisors, Inc. | 32,040 | $298.6 萬 | 1.13% | 00.0% | 不變 |
| Shrier Wealth Management, LLC | 31,955 | $297.8 萬 | 1.17% | +31,955 | 新進 |
| Central Trust Co | 31,939 | $297.7 萬 | 0.06% | −5,899−15.6% | 減碼 |
| JT Stratford LLC | 31,884 | $297.2 萬 | 0.38% | +3,033+10.5% | 加碼 |
| Harbour Investments, Inc. | 31,821 | $296.6 萬 | 0.06% | +1,642+5.4% | 加碼 |
| Avantra Family Wealth, Inc. | 31,725 | $295.7 萬 | 2.14% | +188+0.6% | 加碼 |
| Revisor Wealth Management LLC | 32,536 | $294.5 萬 | 0.79% | +15,683+93.1% | 加碼 |
| St. Louis Financial Planners Asset Management, LLC | 31,549 | $294.0 萬 | 1.81% | −1,722−5.2% | 減碼 |
| Naviter Wealth, LLC | 31,545 | $294.0 萬 | 0.38% | −6,205−16.4% | 減碼 |
| Argus Investors' Counsel, Inc. | 31,416 | $292.8 萬 | 2.34% | +89+0.3% | 加碼 |
| DRW Securities, LLC | 31,398 | $291.8 萬 | 0.22% | −104,216−76.8% | 減碼 |
| Applied Capital LLC | 31,184 | $290.6 萬 | 1.99% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 31,168 | $290.5 萬 | 0.20% | 00.0% | 不變 |
| Wilkinson Global Asset Management LLC | 31,150 | $290.3 萬 | 0.20% | +750+2.5% | 加碼 |
| Islay Capital Management, LLC | 31,072 | $289.6 萬 | 1.70% | −483−1.5% | 減碼 |
| Exchange Traded Concepts, LLC | 31,012 | $289.0 萬 | 0.02% | −146,338−82.5% | 減碼 |
| Johnson Investment Counsel Inc | 30,995 | $288.9 萬 | 0.02% | −400−1.3% | 減碼 |
| Portfolio Design Labs, LLC | 30,886 | $287.9 萬 | 0.47% | +288+0.9% | 加碼 |
| Auxier Asset Management | 30,627 | $285.4 萬 | 0.40% | −1,000−3.2% | 減碼 |
| Westmount Partners, LLC | 30,595 | $285.1 萬 | 0.71% | −80.0% | 減碼 |
| Granite Investment Partners, LLC | 30,587 | $285.1 萬 | 0.17% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 30,557 | $284.8 萬 | 0.05% | +6,299+26.0% | 加碼 |
| Smith Shellnut Wilson LLC | 30,473 | $284.0 萬 | 1.09% | −449−1.5% | 減碼 |
| Pacifica Partners Inc. | 29,811 | $283.8 萬 | 1.26% | −240−0.8% | 減碼 |
| Shepherd Street Advisors LLC | 30,397 | $283.3 萬 | 2.72% | +30,397 | 新進 |