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 |
|---|---|---|---|---|---|
| Cache Advisors, LLC | 7,100 | $56.9 萬 | 0.15% | +7,100 | 新進 |
| MONECO Advisors, LLC | 7,100 | $56.9 萬 | 0.05% | +15+0.2% | 加碼 |
| MSH Capital Advisors LLC | 7,103 | $56.9 萬 | 0.16% | +905+14.6% | 加碼 |
| Patten & Patten Inc | 7,107 | $56.9 萬 | 0.04% | −287−3.9% | 減碼 |
| Cambridge Advisors Inc. | 7,120 | $57.0 萬 | 0.12% | −99−1.4% | 減碼 |
| Tucker Asset Management LLC | 7,125 | $57.1 萬 | 0.18% | +432+6.5% | 加碼 |
| LBMC Investment Advisors, LLC | 7,131 | $57.1 萬 | 0.04% | +334+4.9% | 加碼 |
| S.A. Mason LLC | 7,136 | $57.2 萬 | 0.28% | +33+0.5% | 加碼 |
| Morris Retirement Advisors, LLC | 7,144 | $57.2 萬 | 0.27% | +3,493+95.7% | 加碼 |
| STAR Financial Bank | 7,158 | $57.3 萬 | 0.36% | −328−4.4% | 減碼 |
| MCF Advisors LLC | 7,161 | $57.4 萬 | 0.04% | −250−3.4% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 7,171 | $57.5 萬 | 0.14% | +978+15.8% | 加碼 |
| Occidental Asset Management, LLC | 7,172 | $57.5 萬 | 0.08% | −125−1.7% | 減碼 |
| LVW Advisors, LLC | 7,218 | $57.8 萬 | 0.06% | +461+6.8% | 加碼 |
| Alpha Family Trust | 7,220 | $57.8 萬 | 0.29% | 00.0% | 不變 |
| Well Done, LLC | 7,222 | $57.9 萬 | 0.11% | −101−1.4% | 減碼 |
| Connecticut Wealth Management, LLC | 7,226 | $57.9 萬 | 0.03% | −226−3.0% | 減碼 |
| Red Door Wealth Management, LLC | 7,236 | $58.0 萬 | 0.07% | +216+3.1% | 加碼 |
| Defender Capital, LLC. | 7,250 | $58.1 萬 | 0.20% | 00.0% | 不變 |
| Money Concepts Capital Corp | 7,262 | $58.2 萬 | 0.04% | −109−1.5% | 減碼 |
| Fermata Advisors, LLC | 7,263 | $58.2 萬 | 0.16% | −5,488−43.0% | 減碼 |
| Seven Mile Advisory | 7,263 | $58.2 萬 | 0.35% | +244+3.5% | 加碼 |
| Verum Partners LLC | 7,265 | $58.2 萬 | 0.13% | +128+1.8% | 加碼 |
| Lakeside Advisors, INC. | 7,275 | $58.3 萬 | 0.38% | 00.0% | 不變 |
| Humankind Investments LLC | 7,288 | $58.4 萬 | 0.14% | −1,109−13.2% | 減碼 |
| Copperleaf Capital, LLC | 7,295 | $58.4 萬 | 0.30% | +3,271+81.3% | 加碼 |
| FourThought Financial Partners, LLC | 7,302 | $58.5 萬 | 0.06% | +2,228+43.9% | 加碼 |
| UMA Financial Services, Inc. | 7,303 | $58.5 萬 | 0.09% | +192+2.7% | 加碼 |
| Weaver Consulting Group | 7,322 | $58.7 萬 | 0.16% | +55+0.8% | 加碼 |
| Brueske Advisory Services, LLC | 7,335 | $58.8 萬 | 0.40% | +37+0.5% | 加碼 |
| Pacifica Capital Investments, LLC | 7,335 | $58.8 萬 | 0.17% | 00.0% | 不變 |
| Nilsine Partners, LLC | 7,341 | $58.8 萬 | 0.06% | −620−7.8% | 減碼 |
| Tradewinds Capital Management, LLC | 7,349 | $58.9 萬 | 0.15% | −383−5.0% | 減碼 |
| Financial Insights, Inc. | 7,350 | $58.9 萬 | 0.22% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 7,355 | $58.9 萬 | 0.03% | 00.0% | 不變 |
| Silver Oak Advisory Group, Inc. | 7,374 | $59.0 萬 | 0.29% | +7,374 | 新進 |
| Bridge Creek Capital Management LLC | 7,400 | $59.3 萬 | 0.17% | 00.0% | 不變 |
| Bingham Private Wealth, LLC | 7,406 | $59.3 萬 | 0.57% | +521+7.6% | 加碼 |
| Spinnaker Trust | 7,407 | $59.3 萬 | 0.04% | 00.0% | 不變 |
| Readystate Asset Management LP | 7,419 | $59.4 萬 | 0.02% | +7,419 | 新進 |
| Brown, Lisle/Cummings, Inc. | 7,423 | $59.5 萬 | 0.16% | +10.0% | 加碼 |
| Bouchey Financial Group Ltd | 7,433 | $59.5 萬 | 0.05% | −25−0.3% | 減碼 |
| Cornerstone Advisory, LLC | 7,443 | $59.6 萬 | 0.06% | +140+1.9% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $59.7 萬 | 0.08% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 7,330 | $59.7 萬 | 0.23% | +7,330 | 新進 |
| Triumph Capital Management | 7,462 | $59.8 萬 | 0.18% | −1,450−16.3% | 減碼 |
| Magnus Financial Group LLC | 7,467 | $59.8 萬 | 0.05% | +20.0% | 加碼 |
| Mosaic Financial Group, LLC | 7,545 | $60.4 萬 | 0.46% | +15+0.2% | 加碼 |
| BigSur Wealth Management LLC | 7,550 | $60.5 萬 | 0.15% | 00.0% | 不變 |
| Waddell & Associates, LLC | 7,571 | $60.7 萬 | 0.06% | −621−7.6% | 減碼 |
| Cassaday & Co Wealth Management LLC | 7,571 | $60.7 萬 | 0.02% | +439+6.2% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 7,576 | $60.7 萬 | 0.15% | −328−4.1% | 減碼 |
| Principal Street Partners, LLC | 7,590 | $60.8 萬 | 0.06% | +3,498+85.5% | 加碼 |
| DKM Wealth Management, Inc. | 7,594 | $60.8 萬 | 0.52% | +20.0% | 加碼 |
| Ironwood Investment Counsel, LLC | 7,616 | $61.0 萬 | 0.09% | −395−4.9% | 減碼 |
| BancorpSouth Bank | 7,617 | $61.0 萬 | 0.04% | +634+9.1% | 加碼 |
| Cowa, LLC | 7,623 | $61.1 萬 | 0.23% | +823+12.1% | 加碼 |
| ZEGA Investments, LLC | 7,623 | $61.1 萬 | 0.15% | +7,623 | 新進 |
| Wood Tarver Financial Group, LLC | 7,633 | $61.1 萬 | 0.18% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 7,657 | $61.3 萬 | 0.23% | +234+3.2% | 加碼 |
| LRI Investments, LLC | 7,656 | $61.3 萬 | 0.05% | +966+14.4% | 加碼 |
| Sound Income Strategies, LLC | 7,668 | $61.4 萬 | 0.04% | +70+0.9% | 加碼 |
| Doliver Advisors, LP | 7,675 | $61.5 萬 | 0.17% | 00.0% | 不變 |
| Diversified Enterprises, LLC | 7,685 | $61.6 萬 | 0.05% | −822−9.7% | 減碼 |
| TCTC Holdings, LLC | 7,693 | $61.6 萬 | 0.02% | +17+0.2% | 加碼 |
| Summit Asset Management, LLC | 7,695 | $61.7 萬 | 0.10% | +545+7.6% | 加碼 |
| Elyxium Wealth, LLC | 7,698 | $61.7 萬 | 0.23% | +542+7.6% | 加碼 |
| Bridgewater Advisors Inc. | 7,464 | $61.7 萬 | 0.05% | +530+7.6% | 加碼 |
| Sky Investment Group LLC | 7,700 | $61.7 萬 | 0.11% | 00.0% | 不變 |
| Elevate Wealth Advisory, Inc | 7,754 | $62.1 萬 | 0.44% | −7,203−48.2% | 減碼 |
| Brookwood Investment Group LLC | 7,758 | $62.2 萬 | 0.10% | −8,004−50.8% | 減碼 |
| Guardian Wealth Advisors, LLC | 7,812 | $62.6 萬 | 0.04% | +412+5.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 7,814 | $62.6 萬 | 0.09% | +7,814 | 新進 |
| Van Cleef Asset Management,Inc | 7,816 | $62.6 萬 | 0.07% | 00.0% | 不變 |
| Wealth Architects, LLC | 7,825 | $62.7 萬 | 0.06% | −361−4.4% | 減碼 |
| First National Bank | 7,834 | $62.8 萬 | 0.36% | −636−7.5% | 減碼 |
| Atala Financial Inc | 7,853 | $62.9 萬 | 0.43% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 7,854 | $62.9 萬 | 0.07% | +5+0.1% | 加碼 |
| Cape Investment Advisory, Inc. | 7,864 | $63.0 萬 | 0.23% | +178+2.3% | 加碼 |
| CFO4Life Group, LLC | 7,877 | $63.1 萬 | 0.10% | −1,145−12.7% | 減碼 |
| Concentric Capital Strategies, LP | 7,890 | $63.2 萬 | 0.04% | +7,890 | 新進 |
| BCJ Capital Management, LLC | 7,891 | $63.2 萬 | 0.04% | +1,346+20.6% | 加碼 |
| Pin Oak Investment Advisors Inc | 8,829 | $63.3 萬 | 0.54% | 00.0% | 不變 |
| Wealthstream Advisors, Inc. | 7,934 | $63.6 萬 | 0.11% | +650+8.9% | 加碼 |
| Icon Wealth Advisors, LLC | 7,950 | $63.7 萬 | 0.05% | −28−0.4% | 減碼 |
| Auxano Advisors, LLC | 7,952 | $63.7 萬 | 0.15% | −115−1.4% | 減碼 |
| SRS Capital Advisors, Inc. | 6,299 | $64.1 萬 | 0.03% | +1,841+41.3% | 加碼 |
| RKL Wealth Management LLC | 8,019 | $64.3 萬 | 0.06% | −166−2.0% | 減碼 |
| Integrity Financial Corp | 8,026 | $64.3 萬 | 0.33% | 00.0% | 不變 |
| Allen Capital Group, LLC | 8,029 | $64.3 萬 | 0.07% | −405−4.8% | 減碼 |
| E&G Advisors, LP | 8,034 | $64.4 萬 | 0.17% | −2,379−22.8% | 減碼 |
| Old West Investment Management, LLC | 8,037 | $64.4 萬 | 0.21% | 00.0% | 不變 |
| Sebold Capital Management, Inc. | 8,055 | $64.5 萬 | 0.40% | +56+0.7% | 加碼 |
| Sunflower Bank, N.A. | 8,088 | $64.8 萬 | 0.16% | +708+9.6% | 加碼 |
| Vermillion Wealth Management, Inc. | 8,101 | $64.9 萬 | 0.31% | +21+0.3% | 加碼 |
| Basepoint Wealth LLC | 8,116 | $65.0 萬 | 0.50% | −845−9.4% | 減碼 |
| Tributary Capital Management, LLC | 8,120 | $65.1 萬 | 0.06% | −100−1.2% | 減碼 |
| Sippican Capital Advisors | 8,143 | $65.2 萬 | 0.47% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 8,143 | $65.2 萬 | 0.10% | +8,143 | 新進 |
| Lauterbach Financial Advisors, LLC | 8,159 | $65.4 萬 | 0.36% | +44+0.5% | 加碼 |