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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 9,736 | $78.0 萬 | 0.05% | +72+0.7% | 加碼 |
| Sepio Capital, LP | 9,743 | $78.1 萬 | 0.06% | −743−7.1% | 減碼 |
| G&S Capital LLC | 9,752 | $78.1 萬 | 0.31% | +49+0.5% | 加碼 |
| Blue Rock Wealth Management LLC | 9,770 | $78.3 萬 | 0.54% | +1,692+20.9% | 加碼 |
| Strategic Investment Advisors | 9,882 | $78.3 萬 | 0.08% | −1,498−13.2% | 減碼 |
| Rockland Trust Co | 9,850 | $78.9 萬 | 0.04% | 00.0% | 不變 |
| Platform Technology Partners | 9,862 | $79.0 萬 | 0.21% | −42−0.4% | 減碼 |
| KPP Advisory Services LLC | 9,862 | $79.0 萬 | 0.13% | −40.0% | 減碼 |
| Beaton Management Co. Inc. | 9,900 | $79.3 萬 | 0.39% | 00.0% | 不變 |
| Valley National Advisers Inc | 9,962 | $79.7 萬 | 0.13% | +540+5.7% | 加碼 |
| Alliance Wealth Advisors, LLC | 9,960 | $79.8 萬 | 0.20% | +991+11.0% | 加碼 |
| Zuckerman Investment Group, LLC | 9,968 | $79.9 萬 | 0.08% | 00.0% | 不變 |
| Carrera Capital Advisors | 9,970 | $79.9 萬 | 0.16% | −141−1.4% | 減碼 |
| Monarch Capital Management Inc | 9,996 | $80.1 萬 | 0.22% | +52+0.5% | 加碼 |
| Parkside Investments, LLC | 10,000 | $80.1 萬 | 0.11% | 00.0% | 不變 |
| Papp L Roy & Associates | 10,003 | $80.1 萬 | 0.10% | −637−6.0% | 減碼 |
| Quadcap Wealth Management, LLC | 10,016 | $80.2 萬 | 0.10% | +206+2.1% | 加碼 |
| Jacobs & Co | 10,042 | $80.4 萬 | 0.08% | 00.0% | 不變 |
| First Fiduciary Investment Counsel, Inc. | 10,070 | $80.7 萬 | 0.16% | +3,400+51.0% | 加碼 |
| Monument Capital Management | 10,099 | $80.9 萬 | 0.21% | +137+1.4% | 加碼 |
| Perennial Advisors, LLC | 10,119 | $81.1 萬 | 0.15% | +40.0% | 加碼 |
| Fieldview Capital Management, LLC | 10,149 | $81.3 萬 | 0.12% | −41,978−80.5% | 減碼 |
| Sax Wealth Advisors, LLC | 10,156 | $81.4 萬 | 0.05% | +6,287+162.5% | 加碼 |
| Osborne Partners Capital Management, LLC | 10,161 | $81.4 萬 | 0.04% | 00.0% | 不變 |
| Lingohr & Partner Asset Management GmbH | 10,179 | $81.6 萬 | 1.48% | −73,837−87.9% | 減碼 |
| Opinicus Capital, Inc. | 10,242 | $82.1 萬 | 0.62% | +955+10.3% | 加碼 |
| Stephenson National Bank & Trust | 10,248 | $82.1 萬 | 0.27% | 00.0% | 不變 |
| North Forty Two & Co. | 10,308 | $82.6 萬 | 0.88% | −172−1.6% | 減碼 |
| Prosperity Consulting Group, LLC | 10,329 | $82.8 萬 | 0.06% | +497+5.1% | 加碼 |
| Agf Management Ltd | 10,333 | $82.8 萬 | 0.00% | −119−1.1% | 減碼 |
| Manske Wealth Management | 10,361 | $83.0 萬 | 0.27% | −1,200−10.4% | 減碼 |
| Altfest L J & Co Inc | 10,374 | $83.1 萬 | 0.10% | +1,639+18.8% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 10,404 | $83.4 萬 | 0.02% | −1,387−11.8% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 10,405 | $83.4 萬 | 0.49% | +20+0.2% | 加碼 |
| Wallace Advisory Group, LLC | 11,615 | $83.4 萬 | 0.61% | −2,484−17.6% | 減碼 |
| Webster Bank, N. A. | 10,499 | $84.1 萬 | 0.09% | +180+1.7% | 加碼 |
| Boit C F David | 10,519 | $84.3 萬 | 0.41% | 00.0% | 不變 |
| Pettyjohn, Wood & White, Inc | 10,538 | $84.4 萬 | 0.15% | −37−0.3% | 減碼 |
| Avantax Planning Partners, Inc. | 10,589 | $84.8 萬 | 0.03% | +139+1.3% | 加碼 |
| Advyzon Investment Management, LLC | 10,606 | $85.0 萬 | 0.19% | +3,967+59.8% | 加碼 |
| Hikari Tsushin, Inc. | 10,631 | $85.2 萬 | 0.06% | 00.0% | 不變 |
| Washington Trust Co | 10,675 | $85.5 萬 | 0.03% | −57−0.5% | 減碼 |
| Atlas Wealth LLC | 10,523 | $85.8 萬 | 0.31% | 00.0% | 不變 |
| Aspen Investment Management Inc | 10,738 | $86.0 萬 | 0.36% | +575+5.7% | 加碼 |
| Cumberland Advisors Inc | 10,800 | $86.5 萬 | 0.36% | −21−0.2% | 減碼 |
| Proficio Capital Partners LLC | 10,817 | $86.7 萬 | 0.05% | +697+6.9% | 加碼 |
| Plan A Wealth LLC | 10,846 | $86.9 萬 | 0.49% | −257−2.3% | 減碼 |
| JFS Wealth Advisors, LLC | 10,856 | $87.0 萬 | 0.06% | +240+2.3% | 加碼 |
| Appleton Partners Inc | 11,018 | $88.3 萬 | 0.06% | −90−0.8% | 減碼 |
| Fukoku Mutual Life Insurance Co | 11,037 | $88.4 萬 | 0.06% | −2,466−18.3% | 減碼 |
| PFW Advisors LLC | 11,071 | $88.7 萬 | 0.27% | +39+0.4% | 加碼 |
| Perennial Investment Advisors, LLC | 11,071 | $88.7 萬 | 0.09% | +1,046+10.4% | 加碼 |
| 17 Capital Partners, LLC | 11,104 | $89.0 萬 | 0.51% | +4,194+60.7% | 加碼 |
| Alliance Wealth Advisors, LLC | 11,107 | $89.0 萬 | 0.48% | +432+4.0% | 加碼 |
| China Universal Asset Management Co., Ltd. | 11,132 | $89.2 萬 | 0.08% | −7,148−39.1% | 減碼 |
| Ames National Corp | 11,135 | $89.2 萬 | 0.58% | +8,000+255.2% | 加碼 |
| Cromwell Holdings LLC | 11,171 | $89.5 萬 | 0.54% | 00.0% | 不變 |
| Private Management Group Inc | 11,176 | $89.5 萬 | 0.03% | +10.0% | 加碼 |
| IVC Wealth Advisors LLC | 11,193 | $89.7 萬 | 0.44% | −1,559−12.2% | 減碼 |
| Tarbox Family Office, Inc. | 11,227 | $90.0 萬 | 0.14% | −12−0.1% | 減碼 |
| Flagstone Financial Management | 11,245 | $90.1 萬 | 0.26% | −168−1.5% | 減碼 |
| NBZ Investment Advisors LLC | 11,273 | $90.3 萬 | 0.52% | 00.0% | 不變 |
| Wealth Alliance | 11,277 | $90.4 萬 | 0.10% | +394+3.6% | 加碼 |
| Winebrenner Capital Management LLC | 11,283 | $90.4 萬 | 0.73% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 11,286 | $90.4 萬 | 0.24% | +72+0.6% | 加碼 |
| Liberty Wealth Management LLC | 11,294 | $90.5 萬 | 0.14% | +11,294 | 新進 |
| NFP Retirement, Inc. | 11,298 | $90.5 萬 | 0.06% | 00.0% | 不變 |
| Element Wealth, LLC | 11,300 | $90.5 萬 | 0.42% | −556−4.7% | 減碼 |
| GatePass Capital, LLC | 11,303 | $90.6 萬 | 0.60% | +15+0.1% | 加碼 |
| HCR Wealth Advisors | 11,320 | $90.7 萬 | 0.11% | −85−0.7% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 11,349 | $90.9 萬 | 0.21% | −28−0.2% | 減碼 |
| River Wealth Advisors LLC | 11,374 | $91.1 萬 | 0.11% | −29−0.3% | 減碼 |
| Heritage Family Offices, LLP | 12,893 | $91.1 萬 | 0.46% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 11,420 | $91.5 萬 | 0.03% | −752−6.2% | 減碼 |
| All Terrain Financial Advisors, LLC | 11,466 | $91.9 萬 | 0.33% | +1,463+14.6% | 加碼 |
| AIMZ Investment Advisors, LLC | 11,472 | $91.9 萬 | 0.31% | 00.0% | 不變 |
| Kentucky Trust Co | 11,475 | $91.9 萬 | 0.53% | 00.0% | 不變 |
| Coastwise Capital Group, LLC | 11,495 | $92.1 萬 | 0.73% | −52−0.5% | 減碼 |
| Jarislowsky, Fraser Ltd | 11,500 | $92.1 萬 | 0.01% | 00.0% | 不變 |
| Correct Capital Wealth Management | 11,552 | $92.6 萬 | 0.18% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 11,558 | $92.6 萬 | 0.11% | +11,558 | 新進 |
| Moss Adams Wealth Advisors LLC | 11,589 | $92.9 萬 | 0.08% | −137−1.2% | 減碼 |
| Kovack Advisors, Inc. | 11,597 | $92.9 萬 | 0.09% | −106−0.9% | 減碼 |
| WealthPlan Investment Management, LLC | 11,639 | $93.3 萬 | 0.07% | +989+9.3% | 加碼 |
| Morningstar Investment Management LLC | 11,683 | $93.6 萬 | 0.08% | +1,220+11.7% | 加碼 |
| RB Capital Management, LLC | 11,694 | $93.7 萬 | 0.21% | +37+0.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,710 | $93.8 萬 | 0.08% | +406+3.6% | 加碼 |
| Peoples Financial Services Corp. | 11,739 | $94.1 萬 | 0.46% | −611−4.9% | 減碼 |
| Wittenberg Investment Management, Inc. | 11,778 | $94.4 萬 | 0.41% | −150−1.3% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 11,795 | $94.5 萬 | 0.66% | −100−0.8% | 減碼 |
| Intelligence Driven Advisers, LLC | 11,805 | $94.6 萬 | 0.14% | +3,861+48.6% | 加碼 |
| HAP Trading, LLC | 11,815 | $94.7 萬 | 0.41% | −12,755−51.9% | 減碼 |
| Farmers Trust Co | 11,819 | $94.7 萬 | 0.18% | +6+0.1% | 加碼 |
| Northeast Investment Management | 11,918 | $95.5 萬 | 0.04% | +3,500+41.6% | 加碼 |
| Trust Co of Vermont | 11,972 | $95.9 萬 | 0.05% | +473+4.1% | 加碼 |
| PFG Advisors | 12,026 | $96.3 萬 | 0.05% | +3,980+49.5% | 加碼 |
| Wealthspan Partners, LLC | 12,028 | $96.4 萬 | 0.40% | +16+0.1% | 加碼 |
| Resonant Capital Advisors, LLC | 12,083 | $96.8 萬 | 0.06% | +2,559+26.9% | 加碼 |
| Cullen Investment Group, Ltd. | 12,115 | $97.1 萬 | 0.14% | +52+0.4% | 加碼 |
| Keudell/Morrison Wealth Management | 12,146 | $97.3 萬 | 0.22% | +28+0.2% | 加碼 |