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 2 季 13F 持有人
Wells Fargo & Company 在 2025/6/30 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
- 2,633
- 較 2025 年第 1 季 +111 家
- 持有股數
- 24.9 億
- 較 2025 年第 1 季 −3,089 萬 (−1.2%)
- 總市值
- $1,992 億
- 較 2025 年第 1 季 +$187.2 億 (+10.4%)
- 新進機構
- 230
- 另有 1,083 家加碼
- 清倉機構
- 119
- 另有 950 家減碼
另有 37 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First National Bank of Hutchinson | 6,029 | $48.3 萬 | 0.30% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 6,048 | $48.5 萬 | 0.35% | +10.0% | 加碼 |
| Western Pacific Wealth Management, LP | 6,050 | $48.5 萬 | 0.46% | −576−8.7% | 減碼 |
| Stokes Family Office, LLC | 6,064 | $48.6 萬 | 0.05% | −28−0.5% | 減碼 |
| Hohimer Wealth Management, LLC | 6,070 | $48.6 萬 | 0.09% | +10.0% | 加碼 |
| Westhampton Capital, LLC | 6,090 | $48.8 萬 | 0.25% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 6,091 | $48.8 萬 | 0.24% | +899+17.3% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 6,093 | $48.8 萬 | 0.20% | −35−0.6% | 減碼 |
| Baldwin Brothers Inc | 6,100 | $48.9 萬 | 0.03% | −2,078−25.4% | 減碼 |
| APCM Wealth Management for Individuals | 6,119 | $49.0 萬 | 0.07% | +79+1.3% | 加碼 |
| Novem Group | 6,132 | $49.1 萬 | 0.06% | +364+6.3% | 加碼 |
| Morris Financial Concepts, Inc. | 6,145 | $49.2 萬 | 0.20% | 00.0% | 不變 |
| Kathleen S. Wright Associates Inc. | 6,075 | $49.3 萬 | 0.19% | −1,000−14.1% | 減碼 |
| Alpha Advisors, LLC | 6,154 | $49.3 萬 | 0.42% | −342−5.3% | 減碼 |
| West Oak Capital, LLC | 6,165 | $49.4 萬 | 0.20% | −35−0.6% | 減碼 |
| Capital Management Associates, Inc | 6,168 | $49.4 萬 | 0.16% | +2,464+66.5% | 加碼 |
| Maia Wealth LLC | 6,173 | $49.5 萬 | 0.09% | −1,492−19.5% | 減碼 |
| First National Bank & Trust Co of Newtown | 6,178 | $49.5 萬 | 0.10% | 00.0% | 不變 |
| Jacobsen Capital Management | 6,192 | $49.6 萬 | 0.18% | +688+12.5% | 加碼 |
| Atlas Brown,Inc. | 6,194 | $49.6 萬 | 0.16% | −609−9.0% | 減碼 |
| Perbak Capital Partners LLP | 6,199 | $49.7 萬 | 0.11% | +6,199 | 新進 |
| Heritage Investment Group, Inc. | 6,205 | $49.7 萬 | 0.09% | 00.0% | 不變 |
| TBH Global Asset Management, LLC | 6,212 | $49.8 萬 | 0.11% | −224−3.5% | 減碼 |
| Versant Capital Management, Inc | 6,214 | $49.8 萬 | 0.08% | −2,975−32.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 6,218 | $49.8 萬 | 0.16% | −32−0.5% | 減碼 |
| Wealth Preservation Advisors, LLC | 6,218 | $49.8 萬 | 0.31% | +18+0.3% | 加碼 |
| Traphagen Investment Advisors LLC | 6,219 | $49.8 萬 | 0.05% | −229−3.6% | 減碼 |
| Zullo Investment Group, Inc. | 6,218 | $49.8 萬 | 0.20% | −109−1.7% | 減碼 |
| Legacy Bridge, LLC | 6,229 | $49.9 萬 | 0.24% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 6,235 | $50.0 萬 | 0.06% | +13+0.2% | 加碼 |
| SwitchPoint Financial Planning, LLC | 6,240 | $50.0 萬 | 0.41% | +44+0.7% | 加碼 |
| Compagnie Lombard Odier SCmA | 6,250 | $50.1 萬 | 0.01% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 6,265 | $50.2 萬 | 0.11% | −299−4.6% | 減碼 |
| Verus Capital Partners, LLC | 6,273 | $50.3 萬 | 0.04% | +441+7.6% | 加碼 |
| Lakeridge Wealth Management LLC | 6,274 | $50.3 萬 | 0.23% | −12−0.2% | 減碼 |
| Sequent Asset Management, LLC | 6,281 | $50.3 萬 | 0.40% | −472−7.0% | 減碼 |
| Whalerock Point Partners, LLC | 6,283 | $50.3 萬 | 0.11% | +1,175+23.0% | 加碼 |
| Fortress Financial Group, LLC | 6,292 | $50.4 萬 | 0.43% | +16+0.3% | 加碼 |
| Front Row Advisors LLC | 6,293 | $50.4 萬 | 0.18% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 6,299 | $50.5 萬 | 0.01% | −1,862−22.8% | 減碼 |
| Schulhoff & Co Inc | 6,306 | $50.5 萬 | 0.22% | −498−7.3% | 減碼 |
| SPC Financial, Inc. | 6,326 | $50.7 萬 | 0.04% | +76+1.2% | 加碼 |
| Evoke Wealth, LLC | 6,342 | $50.8 萬 | 0.01% | −1,310−17.1% | 減碼 |
| Simmons Bank | 6,343 | $50.8 萬 | 0.04% | −258−3.9% | 減碼 |
| Allstate Corp | 6,346 | $50.8 萬 | 0.04% | −112,959−94.7% | 減碼 |
| Wayfinding Financial, LLC | 6,566 | $50.9 萬 | 0.23% | −453−6.5% | 減碼 |
| Richard W. Paul & Associates, LLC | 6,356 | $50.9 萬 | 0.18% | −26−0.4% | 減碼 |
| Abacus Planning Group, Inc. | 6,357 | $50.9 萬 | 0.08% | +570+9.8% | 加碼 |
| Duncker Streett & Co Inc | 6,365 | $51.0 萬 | 0.09% | +309+5.1% | 加碼 |
| Hayek Kallen Investment Management | 6,360 | $51.0 萬 | 0.17% | +1,600+33.6% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 6,113 | $51.1 萬 | 0.35% | +556+10.0% | 加碼 |
| CVA Family Office, LLC | 6,386 | $51.2 萬 | 0.07% | −185−2.8% | 減碼 |
| M3 Advisory Group, LLC | 6,388 | $51.2 萬 | 0.35% | +36+0.6% | 加碼 |
| Sterneck Capital Management, LLC | 6,415 | $51.4 萬 | 0.26% | +419+7.0% | 加碼 |
| Richmond Investment Services, LLC | 6,422 | $51.5 萬 | 0.11% | +3,618+129.0% | 加碼 |
| Lighthouse Investment Partners, LLC | 6,489 | $52.0 萬 | 0.02% | −303,821−97.9% | 減碼 |
| Aull & Monroe Investment Management Corp | 6,518 | $52.2 萬 | 0.28% | −200−3.0% | 減碼 |
| Keystone Financial Group | 6,551 | $52.5 萬 | 0.05% | +51+0.8% | 加碼 |
| Axis Wealth Partners, LLC | 6,555 | $52.5 萬 | 0.35% | +78+1.2% | 加碼 |
| Permanens Capital L.P. | 6,564 | $52.6 萬 | 0.07% | −1,080−14.1% | 減碼 |
| Intrua Financial, LLC | 6,567 | $52.6 萬 | 0.08% | +430+7.0% | 加碼 |
| RD Lewis Holdings, Inc. | 6,868 | $52.9 萬 | 0.53% | +550+8.7% | 加碼 |
| Fortitude Family Office, LLC | 6,620 | $53.0 萬 | 0.18% | −827−11.1% | 減碼 |
| Cooper Financial Group | 6,624 | $53.1 萬 | 0.06% | −1,273−16.1% | 減碼 |
| Belmont Capital, LLC | 6,638 | $53.2 萬 | 0.08% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 6,677 | $53.5 萬 | 0.08% | 00.0% | 不變 |
| Optas, LLC | 6,689 | $53.6 萬 | 0.10% | −6,151−47.9% | 減碼 |
| Capital Advisors Inc | 6,692 | $53.6 萬 | 0.01% | +2,908+76.8% | 加碼 |
| Oxford Financial Group Ltd | 6,719 | $53.8 萬 | 0.03% | −674−9.1% | 減碼 |
| TFR Capital, LLC. | 6,723 | $53.9 萬 | 0.20% | −86−1.3% | 減碼 |
| Lynch & Associates | 6,729 | $53.9 萬 | 0.11% | +135+2.0% | 加碼 |
| Heartland Bank & Trust Co | 6,735 | $54.0 萬 | 0.25% | −149−2.2% | 減碼 |
| Maven Securities LTD | 6,735 | $54.0 萬 | 0.14% | +826+14.0% | 加碼 |
| BlackDiamond Wealth Management Inc. | 6,629 | $54.0 萬 | 0.31% | +1,335+25.2% | 加碼 |
| Peak Retirement Planning, Inc. | 6,746 | $54.0 萬 | 0.22% | +159+2.4% | 加碼 |
| Drexel Morgan & Co. | 6,747 | $54.1 萬 | 0.10% | 00.0% | 不變 |
| Canopy Partners, LLC | 6,757 | $54.1 萬 | 0.20% | +138+2.1% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,758 | $54.1 萬 | 0.11% | +306+4.7% | 加碼 |
| Fort Point Capital Partners LLC | 6,762 | $54.2 萬 | 0.05% | −197−2.8% | 減碼 |
| New Hampshire Trust | 6,785 | $54.4 萬 | 0.11% | −280−4.0% | 減碼 |
| Piscataqua Savings Bank | 6,816 | $54.6 萬 | 0.46% | −50−0.7% | 減碼 |
| Secure Asset Management, LLC | 6,833 | $54.7 萬 | 0.10% | +667+10.8% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 6,834 | $54.8 萬 | 0.06% | −264−3.7% | 減碼 |
| Howe & Rusling Inc | 6,840 | $54.8 萬 | 0.04% | −393−5.4% | 減碼 |
| HHM Wealth Advisors, LLC | 6,897 | $55.3 萬 | 0.07% | 00.0% | 不變 |
| Cornerstone Wealth Advisors, Inc. | 6,921 | $55.5 萬 | 0.14% | +2,287+49.4% | 加碼 |
| Sawgrass Asset Management LLC | 6,940 | $55.6 萬 | 0.06% | +447+6.9% | 加碼 |
| Weil Company, Inc. | 6,950 | $55.7 萬 | 0.15% | −459−6.2% | 減碼 |
| Spartan Planning & Wealth Management | 6,960 | $55.8 萬 | 0.48% | +330+5.0% | 加碼 |
| Coastline Trust Co | 6,976 | $55.9 萬 | 0.06% | −298−4.1% | 減碼 |
| Kearns & Associates LLC | 7,000 | $56.1 萬 | 0.32% | 00.0% | 不變 |
| Lincoln Capital LLC | 7,014 | $56.2 萬 | 0.11% | +20.0% | 加碼 |
| SNS Financial Group, LLC | 7,027 | $56.3 萬 | 0.05% | +18+0.3% | 加碼 |
| Traynor Capital Management, Inc. | 6,915 | $56.4 萬 | 0.04% | +217+3.2% | 加碼 |
| Means Investment Co., Inc. | 7,067 | $56.6 萬 | 0.05% | +183+2.7% | 加碼 |
| Virtue Capital Management, LLC | 7,083 | $56.7 萬 | 0.10% | −208−2.9% | 減碼 |
| one8zero8, LLC | 7,085 | $56.8 萬 | 0.13% | −400−5.3% | 減碼 |
| Confluence Wealth Services, Inc. | 7,090 | $56.8 萬 | 0.03% | 00.0% | 不變 |
| Advisor OS, LLC | 7,091 | $56.8 萬 | 0.06% | +459+6.9% | 加碼 |
| Delta Investment Management, LLC | 7,092 | $56.8 萬 | 0.11% | +16+0.2% | 加碼 |