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 |
|---|---|---|---|---|---|
| Cutler Investment Counsel LLC | 8,169 | $65.5 萬 | 0.07% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 8,179 | $65.5 萬 | 0.23% | +1,188+17.0% | 加碼 |
| McAdam, LLC | 8,217 | $65.8 萬 | 0.04% | −250−3.0% | 減碼 |
| ASB Consultores, LLC | 8,235 | $66.0 萬 | 0.44% | +1,762+27.2% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 8,242 | $66.0 萬 | 0.08% | +8,242 | 新進 |
| Field & Main Bank | 8,250 | $66.1 萬 | 0.22% | −75−0.9% | 減碼 |
| Tactive Advisors, LLC | 8,267 | $66.2 萬 | 0.21% | +8,267 | 新進 |
| Austin Private Wealth, LLC | 8,327 | $66.7 萬 | 0.05% | +1,492+21.8% | 加碼 |
| Nwam LLC | 8,294 | $66.8 萬 | 0.04% | −512−5.8% | 減碼 |
| Sivia Capital Partners, LLC | 8,373 | $67.1 萬 | 0.23% | −28−0.3% | 減碼 |
| Claro Advisors LLC | 8,381 | $67.1 萬 | 0.11% | −8,298−49.8% | 減碼 |
| Baron Wealth Management LLC | 8,389 | $67.2 萬 | 0.24% | +1,408+20.2% | 加碼 |
| Valmark Advisers, Inc. | 8,400 | $67.3 萬 | 0.01% | −5−0.1% | 減碼 |
| Eagle Global Advisors LLC | 8,418 | $67.4 萬 | 0.03% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 8,426 | $67.5 萬 | 0.08% | +2,698+47.1% | 加碼 |
| Howard Bailey Securities, LLC | 8,432 | $67.6 萬 | 0.21% | −10.0% | 減碼 |
| Bedel Financial Consulting, Inc. | 8,434 | $67.6 萬 | 0.09% | −631−7.0% | 減碼 |
| Advisors Management Group Inc | 8,438 | $67.6 萬 | 0.13% | −315−3.6% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 8,439 | $67.6 萬 | 0.15% | −79−0.9% | 減碼 |
| Sheets Smith Wealth Management | 8,446 | $67.7 萬 | 0.08% | −1,882−18.2% | 減碼 |
| Ameritas Advisory Services, LLC | 8,453 | $67.7 萬 | 0.04% | −10,460−55.3% | 減碼 |
| Everpar Advisors LLC | 8,467 | $67.8 萬 | 0.31% | +1,195+16.4% | 加碼 |
| Interchange Capital Partners, LLC | 8,467 | $67.8 萬 | 0.16% | +415+5.2% | 加碼 |
| Sentry Investment Management LLC | 8,321 | $67.9 萬 | 0.37% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 8,515 | $68.2 萬 | 0.13% | +654+8.3% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 8,537 | $68.3 萬 | 0.25% | +8,537 | 新進 |
| Legacy Financial Group LLC | 8,554 | $68.5 萬 | 0.10% | −494−5.5% | 減碼 |
| Ausdal Financial Partners, Inc. | 8,582 | $68.7 萬 | 0.05% | −3,445−28.6% | 減碼 |
| Perpetual Ltd | 8,613 | $69.0 萬 | 0.01% | −2,902−25.2% | 減碼 |
| Venturi Wealth Management, LLC | 8,633 | $69.2 萬 | 0.03% | +209+2.5% | 加碼 |
| Capital Advantage, Inc. | 8,634 | $69.2 萬 | 0.11% | +1,399+19.3% | 加碼 |
| Douglas Lane & Associates, LLC | 8,640 | $69.2 萬 | 0.01% | +1,817+26.6% | 加碼 |
| BlueStem Wealth Partners, LLC | 8,681 | $69.6 萬 | 0.09% | +158+1.9% | 加碼 |
| Algert Global LLC | 8,720 | $69.9 萬 | 0.01% | −61,002−87.5% | 減碼 |
| Transamerica Financial Advisors, Inc. | 8,726 | $69.9 萬 | 0.07% | −479−5.2% | 減碼 |
| Strategic Blueprint, LLC | 8,749 | $70.1 萬 | 0.03% | +3,121+55.5% | 加碼 |
| Hudock, Inc. | 8,773 | $70.3 萬 | 0.11% | +10.0% | 加碼 |
| Avidian Wealth Solutions, LLC | 8,787 | $70.4 萬 | 0.03% | +1,240+16.4% | 加碼 |
| Marietta Investment Partners LLC | 8,800 | $70.5 萬 | 0.15% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 8,809 | $70.6 萬 | 0.10% | +39+0.4% | 加碼 |
| Cim Investment Mangement Inc | 8,811 | $70.6 萬 | 0.13% | −40−0.5% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,831 | $70.8 萬 | 0.23% | +1,319+17.6% | 加碼 |
| Winthrop Capital Management, LLC | 8,835 | $70.8 萬 | 0.18% | +116+1.3% | 加碼 |
| Farringdon Capital, Ltd. | 8,848 | $70.9 萬 | 0.24% | +4,709+113.8% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $71.1 萬 | 0.23% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 9,906 | $71.1 萬 | 0.06% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 8,878 | $71.1 萬 | 0.05% | +1,357+18.0% | 加碼 |
| SilverOak Wealth Management LLC | 8,899 | $71.3 萬 | 0.13% | +286+3.3% | 加碼 |
| Good Life Advisors, LLC | 8,906 | $71.4 萬 | 0.04% | −2,507−22.0% | 減碼 |
| Tower Trust & Investment Co | 8,908 | $71.4 萬 | 0.51% | 00.0% | 不變 |
| Kagan Cocozza Asset Management | 8,956 | $71.8 萬 | 0.55% | +50+0.6% | 加碼 |
| Financial Advisory Service, Inc. | 8,961 | $71.8 萬 | 0.05% | +88+1.0% | 加碼 |
| JNBA Financial Advisors | 9,013 | $72.2 萬 | 0.07% | −117−1.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 9,021 | $72.3 萬 | 0.34% | 00.0% | 不變 |
| Summa Corp. | 9,026 | $72.3 萬 | 0.38% | +20.0% | 加碼 |
| Tudor Financial Inc. | 9,041 | $72.4 萬 | 0.41% | −30.0% | 減碼 |
| Prentice Wealth Management LLC | 9,042 | $72.4 萬 | 0.19% | −545−5.7% | 減碼 |
| Westover Capital Advisors, LLC | 9,047 | $72.5 萬 | 0.14% | 00.0% | 不變 |
| Advisory Alpha, LLC | 9,049 | $72.5 萬 | 0.02% | +1,063+13.3% | 加碼 |
| Cahill Financial Advisors Inc | 9,054 | $72.5 萬 | 0.09% | +16+0.2% | 加碼 |
| Crown Wealth Group, LLC | 9,057 | $72.6 萬 | 0.27% | −47−0.5% | 減碼 |
| Evermay Wealth Management LLC | 9,065 | $72.6 萬 | 0.09% | +400+4.6% | 加碼 |
| Pines Wealth Management, LLC | 8,689 | $72.6 萬 | 0.26% | +2,263+35.2% | 加碼 |
| Monticello Wealth Management, LLC | 9,089 | $72.8 萬 | 0.06% | +307+3.5% | 加碼 |
| Davis R M Inc | 9,100 | $72.9 萬 | 0.01% | −752−7.6% | 減碼 |
| Burton Enright Welch | 9,128 | $73.1 萬 | 0.13% | +2,357+34.8% | 加碼 |
| Asset Dedication, LLC | 9,131 | $73.2 萬 | 0.05% | +4,810+111.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 9,139 | $73.2 萬 | 0.04% | +84+0.9% | 加碼 |
| Onefund, LLC | 9,168 | $73.5 萬 | 0.53% | −69−0.7% | 減碼 |
| SGL Investment Advisors, Inc. | 9,044 | $73.8 萬 | 0.35% | +4,921+119.4% | 加碼 |
| Regatta Capital Group, LLC | 9,249 | $74.1 萬 | 0.13% | −44−0.5% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,267 | $74.2 萬 | 0.09% | −19,362−67.6% | 減碼 |
| Zions Bancorporation, National Association | 9,268 | $74.3 萬 | 0.04% | +1,068+13.0% | 加碼 |
| Iron Horse Wealth Management, LLC | 9,270 | $74.3 萬 | 0.22% | −599−6.1% | 減碼 |
| Northstar Financial Companies, Inc. | 9,272 | $74.3 萬 | 0.77% | +194+2.1% | 加碼 |
| CTC Alternative Strategies, Ltd. | 9,280 | $74.4 萬 | 0.65% | +4,780+106.2% | 加碼 |
| Transce3nd, LLC | 9,329 | $74.7 萬 | 0.32% | +527+6.0% | 加碼 |
| Visionary Wealth Advisors | 9,331 | $74.8 萬 | 0.04% | +3,887+71.4% | 加碼 |
| Signature Estate & Investment Advisors LLC | 9,352 | $74.9 萬 | 0.02% | +859+10.1% | 加碼 |
| Holistic Planning, LLC | 9,386 | $75.2 萬 | 0.22% | +1,873+24.9% | 加碼 |
| Biltmore Family Office, LLC | 9,419 | $75.5 萬 | 0.13% | −200−2.1% | 減碼 |
| Hartford Financial Management Inc. | 9,427 | $75.5 萬 | 0.21% | −168−1.8% | 減碼 |
| Athena Investment Management | 9,447 | $75.7 萬 | 0.42% | −45−0.5% | 減碼 |
| West Bancorporation Inc | 9,450 | $75.7 萬 | 0.48% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 9,467 | $75.8 萬 | 0.03% | −118−1.2% | 減碼 |
| GF Fund Management Co. Ltd. | 9,502 | $76.1 萬 | 0.02% | −9,497−50.0% | 減碼 |
| Cheviot Value Management, LLC | 9,800 | $76.3 萬 | 0.09% | +100+1.0% | 加碼 |
| Old North State Trust, LLC | 9,534 | $76.4 萬 | 0.52% | +43+0.5% | 加碼 |
| Creekside Partners | 9,537 | $76.4 萬 | 0.36% | 00.0% | 不變 |
| Rexford Capital Inc | 9,574 | $76.7 萬 | 0.64% | +9,574 | 新進 |
| Smith Thornton Advisors LLC | 9,591 | $76.8 萬 | 0.44% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 9,606 | $77.0 萬 | 0.16% | +116+1.2% | 加碼 |
| MUFG Securities EMEA plc | 9,616 | $77.0 萬 | 0.04% | +9,616 | 新進 |
| Van Strum & Towne Inc. | 9,621 | $77.1 萬 | 0.24% | −18−0.2% | 減碼 |
| First PREMIER Bank | 9,619 | $77.1 萬 | 0.19% | −20−0.2% | 減碼 |
| Monetary Management Group Inc | 9,645 | $77.3 萬 | 0.19% | +1,250+14.9% | 加碼 |
| Accurate Wealth Management, LLC | 9,388 | $77.3 萬 | 0.12% | +951+11.3% | 加碼 |
| Integrated Investment Consultants, LLC | 9,667 | $77.5 萬 | 0.15% | −153−1.6% | 減碼 |
| Radnor Capital Management, LLC | 9,701 | $77.7 萬 | 0.12% | 00.0% | 不變 |
| WealthShield Partners, LLC | 9,704 | $77.7 萬 | 0.09% | −917−8.6% | 減碼 |