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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| Arista Wealth Management, LLC | 14,133 | $113.2 萬 | 0.16% | +9,874+231.8% | 加碼 |
| Vertex Planning Partners, LLC | 14,144 | $113.3 萬 | 0.24% | −62−0.4% | 減碼 |
| Sherbrooke Park Advisers LLC | 14,145 | $113.3 萬 | 0.49% | +6,826+93.3% | 加碼 |
| Fox Run Management, L.L.C. | 14,154 | $113.4 萬 | 0.19% | +14,154 | 新進 |
| Cohen Capital Management, Inc. | 14,156 | $113.4 萬 | 0.18% | 00.0% | 不變 |
| AlphaCore Capital LLC | 14,167 | $113.5 萬 | 0.04% | +3,384+31.4% | 加碼 |
| First National Bank Sioux Falls | 14,167 | $113.5 萬 | 0.42% | +30+0.2% | 加碼 |
| Kanawha Capital Management LLC | 14,170 | $113.5 萬 | 0.08% | +900+6.8% | 加碼 |
| Personal Cfo Solutions, LLC | 14,263 | $114.3 萬 | 0.21% | +2,312+19.3% | 加碼 |
| Hills Bank & Trust Co | 14,300 | $114.6 萬 | 0.07% | +505+3.7% | 加碼 |
| North Star Asset Management Inc | 14,307 | $114.6 萬 | 0.05% | +1,841+14.8% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 14,338 | $114.9 萬 | 0.08% | −3,296−18.7% | 減碼 |
| Sittner & Nelson, LLC | 14,362 | $115.1 萬 | 0.46% | −299−2.0% | 減碼 |
| Kingswood Wealth Advisors, LLC | 14,368 | $115.1 萬 | 0.09% | +1,020+7.6% | 加碼 |
| Cascade Investment Advisors, Inc. | 14,407 | $115.4 萬 | 0.74% | −13−0.1% | 減碼 |
| Fragasso Group Inc. | 14,413 | $115.5 萬 | 0.08% | +312+2.2% | 加碼 |
| Becker Capital Management Inc | 14,447 | $115.7 萬 | 0.04% | +1,869+14.9% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 14,486 | $116.1 萬 | 0.03% | −12,340−46.0% | 減碼 |
| Salem Investment Counselors Inc | 14,552 | $116.6 萬 | 0.04% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,557 | $116.6 萬 | 0.16% | −128−0.9% | 減碼 |
| Jupiter Wealth Management LLC | 15,000 | $116.8 萬 | 0.59% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 14,585 | $116.9 萬 | 0.03% | +1,808+14.2% | 加碼 |
| Knollwood Investment Advisory, LLC | 14,587 | $116.9 萬 | 0.11% | 00.0% | 不變 |
| South State Corp. | 14,632 | $117.2 萬 | 0.05% | +1,190+8.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 14,642 | $117.3 萬 | 0.07% | −843−5.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 14,646 | $117.3 萬 | 0.15% | −1,782−10.8% | 減碼 |
| Capital Markets Trading UK LLP | 14,667 | $117.5 萬 | 1.33% | −17,389−54.2% | 減碼 |
| Principle Wealth Partners LLC | 14,720 | $117.9 萬 | 0.07% | +40+0.3% | 加碼 |
| Sendero Wealth Management, LLC | 14,730 | $118.0 萬 | 0.15% | −1,279−8.0% | 減碼 |
| MTM Investment Management, LLC | 14,781 | $118.4 萬 | 0.40% | +50.0% | 加碼 |
| Lafayette Investments, Inc. | 14,795 | $118.5 萬 | 0.24% | −600−3.9% | 減碼 |
| Financial Engines Advisors L.L.C. | 14,793 | $118.5 萬 | 0.00% | +815+5.8% | 加碼 |
| Lodestar Private Asset Management LLC | 14,806 | $118.6 萬 | 0.14% | −5,797−28.1% | 減碼 |
| Raleigh Capital Management Inc. | 14,817 | $118.7 萬 | 0.50% | −133−0.9% | 減碼 |
| WP Advisors, LLC | 14,850 | $119.0 萬 | 0.33% | −48−0.3% | 減碼 |
| Hexagon Capital Partners LLC | 14,900 | $119.4 萬 | 0.27% | −535−3.5% | 減碼 |
| Berger Financial Group, Inc | 14,901 | $119.4 萬 | 0.08% | +2,502+20.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 14,937 | $119.7 萬 | 0.05% | −137−0.9% | 減碼 |
| Clarendon Private LLC | 14,972 | $120.0 萬 | 1.15% | +1,703+12.8% | 加碼 |
| Brucke Financial, Inc. | 14,991 | $120.1 萬 | 0.83% | −97−0.6% | 減碼 |
| Tyche Wealth Partners LLC | 15,008 | $120.2 萬 | 0.24% | +1,529+11.3% | 加碼 |
| Castle Rock Wealth Management, LLC | 14,873 | $120.3 萬 | 0.28% | +25+0.2% | 加碼 |
| Plancorp, LLC | 15,101 | $121.0 萬 | 0.04% | −248−1.6% | 減碼 |
| Hutner Capital Management Inc | 15,118 | $121.1 萬 | 0.55% | +10.0% | 加碼 |
| Intrinsic Value Partners, LLC | 15,182 | $121.6 萬 | 1.08% | −93−0.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 15,195 | $121.7 萬 | 0.00% | +2,961+24.2% | 加碼 |
| Tranquilli Financial Advisor LLC | 15,204 | $121.8 萬 | 0.75% | +586+4.0% | 加碼 |
| Sawyer & Company, Inc | 14,755 | $121.9 萬 | 0.44% | −1,251−7.8% | 減碼 |
| North Star Investment Management Corp. | 15,253 | $122.2 萬 | 0.09% | +30.0% | 加碼 |
| Sterling Investment Management, Inc. | 15,295 | $122.5 萬 | 0.81% | −72−0.5% | 減碼 |
| Quilter Plc | 15,323 | $122.8 萬 | 0.02% | 00.0% | 不變 |
| Thomasville National Bank | 15,355 | $123.0 萬 | 0.08% | +588+4.0% | 加碼 |
| Longfellow Investment Management Co LLC | 15,380 | $123.2 萬 | 0.30% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 15,400 | $123.4 萬 | 0.02% | −107−0.7% | 減碼 |
| Scott Marsh Financial, LLC | 15,576 | $124.8 萬 | 0.46% | +15,576 | 新進 |
| Ocean Capital Management, LLC | 15,576 | $124.8 萬 | 0.27% | +1,217+8.5% | 加碼 |
| Continuum Advisory, LLC | 15,618 | $125.1 萬 | 0.15% | −3,637−18.9% | 減碼 |
| Lantz Financial LLC | 15,626 | $125.2 萬 | 0.31% | +36+0.2% | 加碼 |
| Boothbay Fund Management, LLC | 15,702 | $125.8 萬 | 0.04% | −48,115−75.4% | 減碼 |
| Change Path, LLC | 15,733 | $126.0 萬 | 0.03% | +782+5.2% | 加碼 |
| LMCG Investments, LLC | 15,737 | $126.1 萬 | 0.08% | −690−4.2% | 減碼 |
| Beutel, Goodman & Co Ltd. | 15,765 | $126.3 萬 | 0.01% | −750−4.5% | 減碼 |
| BLB&B Advisors, LLC | 15,790 | $126.5 萬 | 0.06% | −1,046−6.2% | 減碼 |
| SageView Advisory Group, LLC | 15,288 | $127.0 萬 | 0.05% | +547+3.7% | 加碼 |
| Gryphon Financial Partners LLC | 15,943 | $127.7 萬 | 0.17% | +606+4.0% | 加碼 |
| Chicago Trust Co NA | 15,955 | $127.8 萬 | 0.18% | +3,730+30.5% | 加碼 |
| Lipe & Dalton | 15,968 | $127.9 萬 | 0.69% | 00.0% | 不變 |
| Alteri Wealth LLC | 16,014 | $128.3 萬 | 0.50% | +3,575+28.7% | 加碼 |
| GeoWealth Management, LLC | 16,116 | $129.1 萬 | 0.05% | −244−1.5% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 16,120 | $129.2 萬 | 0.29% | +16,120 | 新進 |
| Campbell & CO Investment Adviser LLC | 16,166 | $129.5 萬 | 0.08% | +1,607+11.0% | 加碼 |
| Kathmere Capital Management, LLC | 16,231 | $130.0 萬 | 0.10% | +1,593+10.9% | 加碼 |
| Capital Investment Advisory Services, LLC | 16,294 | $130.5 萬 | 0.11% | +1,272+8.5% | 加碼 |
| Cypress Wealth Services, LLC | 16,335 | $130.9 萬 | 0.23% | −1,242−7.1% | 減碼 |
| Integrity Alliance, LLC. | 16,356 | $131.0 萬 | 0.07% | −2,536−13.4% | 減碼 |
| Prudent Man Advisors, LLC | 16,370 | $131.2 萬 | 0.42% | −2,328−12.5% | 減碼 |
| Lebenthal Global Advisors, LLC | 16,425 | $131.6 萬 | 0.25% | +1,135+7.4% | 加碼 |
| ICONIQ Capital, LLC | 16,431 | $131.6 萬 | 0.02% | −1,138−6.5% | 減碼 |
| Providence Wealth Advisors, LLC | 17,030 | $131.8 萬 | 0.90% | +725+4.4% | 加碼 |
| Bridgewealth Advisory Group, LLC | 16,548 | $132.6 萬 | 0.34% | +16,548 | 新進 |
| Midwest Trust Co | 16,560 | $132.7 萬 | 0.02% | +16,560 | 新進 |
| Clarius Group, LLC | 16,566 | $132.7 萬 | 0.08% | −2,311−12.2% | 減碼 |
| Palisade Asset Management, LLC | 16,589 | $132.9 萬 | 0.13% | 00.0% | 不變 |
| City National Bank of Florida | 16,612 | $133.1 萬 | 0.97% | +3,960+31.3% | 加碼 |
| First City Capital Management, Inc. | 16,626 | $133.2 萬 | 0.77% | −25−0.2% | 減碼 |
| AdvisorNet Financial, Inc | 16,635 | $133.3 萬 | 0.09% | +1,598+10.6% | 加碼 |
| Knuff & Co LLC | 16,692 | $133.7 萬 | 0.42% | 00.0% | 不變 |
| Graypoint LLC | 16,707 | $133.9 萬 | 0.08% | −997−5.6% | 減碼 |
| Syverson Strege & Co | 16,714 | $133.9 萬 | 0.32% | +13,786+470.8% | 加碼 |
| West Family Investments, Inc. | 16,721 | $134.0 萬 | 0.35% | +6,390+61.9% | 加碼 |
| Fiduciary Alliance LLC | 16,748 | $134.2 萬 | 0.10% | −2,298−12.1% | 減碼 |
| Hilltop National Bank | 16,795 | $134.6 萬 | 0.35% | +16,795 | 新進 |
| Busey Wealth Management | 16,850 | $135.0 萬 | 0.04% | −166−1.0% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 16,859 | $135.1 萬 | 0.29% | +11,742+229.5% | 加碼 |
| Nicolet Bankshares Inc | 16,879 | $135.2 萬 | 0.23% | −19−0.1% | 減碼 |
| Ancora Advisors, LLC | 16,904 | $135.4 萬 | 0.03% | −620−3.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 16,909 | $135.5 萬 | 0.03% | −550−3.2% | 減碼 |
| Revisor Wealth Management LLC | 16,473 | $135.7 萬 | 0.49% | +16,473 | 新進 |
| Boltwood Capital Management | 16,950 | $135.8 萬 | 0.39% | +50+0.3% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 16,968 | $135.9 萬 | 0.14% | +16,968 | 新進 |