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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 16,991 | $136.1 萬 | 0.04% | +66+0.4% | 加碼 |
| Diligent Investors, LLC | 17,014 | $136.3 萬 | 0.32% | −86−0.5% | 減碼 |
| Heritage Trust Co | 17,043 | $136.5 萬 | 0.16% | +2,287+15.5% | 加碼 |
| Net Worth Advisory Group | 17,079 | $136.8 萬 | 0.30% | +2,326+15.8% | 加碼 |
| Potentia Wealth | 17,112 | $137.1 萬 | 0.78% | 00.0% | 不變 |
| Severin Investments, LLC | 17,131 | $137.3 萬 | 1.29% | −400−2.3% | 減碼 |
| Savvy Advisors, Inc. | 17,149 | $137.4 萬 | 0.09% | +4,356+34.0% | 加碼 |
| Alta Advisers Ltd | 17,207 | $137.9 萬 | 0.49% | 00.0% | 不變 |
| Vivid Wealth Management, LLC | 17,243 | $138.1 萬 | 0.61% | +133+0.8% | 加碼 |
| Delap Wealth Advisory, LLC | 17,337 | $138.9 萬 | 0.67% | −825−4.5% | 減碼 |
| Headlands Technologies LLC | 17,354 | $139.0 萬 | 0.17% | −49,764−74.1% | 減碼 |
| StoneX Group Inc. | 17,357 | $139.1 萬 | 0.07% | +3,410+24.4% | 加碼 |
| Belpointe Asset Management LLC | 17,390 | $139.3 萬 | 0.06% | +5,621+47.8% | 加碼 |
| BBR Partners, LLC | 17,409 | $139.5 萬 | 0.09% | −30−0.2% | 減碼 |
| Harold Davidson & Associates Inc. | 17,421 | $139.6 萬 | 0.90% | +17,421 | 新進 |
| Garrison Point Advisors, LLC | 17,434 | $139.7 萬 | 0.64% | −100−0.6% | 減碼 |
| Hedges Asset Management LLC | 17,500 | $140.2 萬 | 1.13% | −6,000−25.5% | 減碼 |
| Essex Savings Bank | 17,632 | $141.3 萬 | 0.34% | −18−0.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 17,637 | $141.3 萬 | 0.12% | +76+0.4% | 加碼 |
| Affinity Investment Advisors, LLC | 17,644 | $141.4 萬 | 1.07% | −1,374−7.2% | 減碼 |
| Accredited Investors Inc. | 17,662 | $141.5 萬 | 0.08% | +3,055+20.9% | 加碼 |
| GAM Holding AG | 17,670 | $141.6 萬 | 0.10% | +17,670 | 新進 |
| Wharton Business Group, LLC | 17,695 | $141.8 萬 | 0.06% | 00.0% | 不變 |
| Dakota Wealth Management | 17,712 | $141.9 萬 | 0.03% | +483+2.8% | 加碼 |
| Jacobi Capital Management LLC | 17,766 | $142.3 萬 | 0.09% | +182+1.0% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 17,796 | $142.6 萬 | 0.03% | −19,268−52.0% | 減碼 |
| Keystone Financial Services | 17,800 | $142.6 萬 | 0.49% | +419+2.4% | 加碼 |
| Keel Point, LLC | 17,820 | $142.8 萬 | 0.09% | +3,677+26.0% | 加碼 |
| RIA Advisory Group LLC | 17,846 | $143.0 萬 | 0.42% | +30.0% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 17,860 | $143.1 萬 | 0.45% | +27+0.2% | 加碼 |
| First National Trust Co | 17,878 | $143.2 萬 | 0.05% | −312−1.7% | 減碼 |
| Barbara Oil Co. | 18,000 | $144.2 萬 | 0.57% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 18,009 | $144.3 萬 | 0.05% | +131+0.7% | 加碼 |
| Northern Oak Wealth Management Inc | 18,026 | $144.4 萬 | 0.18% | +231+1.3% | 加碼 |
| Sentry LLC | 18,137 | $145.3 萬 | 0.29% | −278−1.5% | 減碼 |
| Eclectic Associates Inc | 18,148 | $145.4 萬 | 0.32% | +2,363+15.0% | 加碼 |
| Canandaigua National Bank & Trust Co | 18,179 | $145.7 萬 | 0.13% | +10,056+123.8% | 加碼 |
| Accretive Wealth Partners, LLC | 18,194 | $145.8 萬 | 0.48% | +12,764+235.1% | 加碼 |
| Excalibur Management Corp | 18,238 | $146.1 萬 | 0.55% | −308−1.7% | 減碼 |
| Capital Group Private Client Services, Inc. | 18,293 | $146.6 萬 | 0.01% | −4,641−20.2% | 減碼 |
| Essex Financial Services, Inc. | 18,358 | $147.1 萬 | 0.10% | +277+1.5% | 加碼 |
| MV Capital Management, Inc. | 18,358 | $147.1 萬 | 0.15% | +47+0.3% | 加碼 |
| Main Street Research LLC | 18,382 | $147.3 萬 | 0.09% | −500−2.6% | 減碼 |
| Annandale Capital, LLC | 18,443 | $147.8 萬 | 0.27% | +70.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 18,471 | $148.0 萬 | 0.66% | +37+0.2% | 加碼 |
| Trust Co of Toledo NA | 18,514 | $148.3 萬 | 0.16% | −995−5.1% | 減碼 |
| William B. Walkup & Associates, Inc. | 18,637 | $149.3 萬 | 0.88% | −30−0.2% | 減碼 |
| First Dallas Securities Inc. | 18,680 | $149.7 萬 | 0.59% | −598−3.1% | 減碼 |
| Lazari Capital Management, Inc. | 18,740 | $150.1 萬 | 0.57% | +494+2.7% | 加碼 |
| M.E. Allison & Co., Inc. | 18,752 | $150.2 萬 | 1.21% | −633−3.3% | 減碼 |
| IHT Wealth Management, LLC | 18,766 | $150.4 萬 | 0.04% | +1,365+7.8% | 加碼 |
| LexAurum Advisors, LLC | 18,799 | $150.6 萬 | 0.24% | +70.0% | 加碼 |
| Investors Asset Management of Georgia Inc | 18,804 | $150.7 萬 | 0.70% | +23+0.1% | 加碼 |
| PMC FIG Opportunities LLC | 18,852 | $151.0 萬 | 2.25% | +852+4.7% | 加碼 |
| Insigneo Advisory Services, LLC | 18,917 | $151.6 萬 | 0.13% | +2,343+14.1% | 加碼 |
| Courier Capital LLC | 18,947 | $151.8 萬 | 0.09% | +19+0.1% | 加碼 |
| Wrapmanager Inc | 18,970 | $152.0 萬 | 0.37% | −9,611−33.6% | 減碼 |
| First Bank & Trust | 19,114 | $153.1 萬 | 0.27% | −395−2.0% | 減碼 |
| Caldwell Trust Co | 19,199 | $153.8 萬 | 0.15% | −200−1.0% | 減碼 |
| Chicago Capital, LLC | 19,256 | $154.3 萬 | 0.04% | +90.0% | 加碼 |
| Washington Trust Bank | 19,265 | $154.4 萬 | 0.13% | +529+2.8% | 加碼 |
| American State Bank (Iowa) | 19,272 | $154.4 萬 | 0.85% | −152−0.8% | 減碼 |
| Northwest & Ethical Investments L.P. | 19,447 | $154.6 萬 | 0.04% | 00.0% | 不變 |
| Eaton Financial Holdings Company, LLC | 19,388 | $155.3 萬 | 0.48% | +19,388 | 新進 |
| Hilltop Holdings Inc. | 19,459 | $155.9 萬 | 0.10% | +520+2.7% | 加碼 |
| VestGen Advisors, LLC | 19,617 | $156.2 萬 | 0.06% | +1,737+9.7% | 加碼 |
| Tealwood Asset Management Inc | 19,525 | $156.4 萬 | 0.70% | 00.0% | 不變 |
| PFG Investments, LLC | 19,688 | $157.7 萬 | 0.09% | +1,622+9.0% | 加碼 |
| Kennedy Investment Group | 19,859 | $159.1 萬 | 0.68% | +611+3.2% | 加碼 |
| Breakwater Capital Group | 19,975 | $160.0 萬 | 0.26% | −60−0.3% | 減碼 |
| Leisure Capital Management | 19,981 | $160.1 萬 | 0.60% | +9,145+84.4% | 加碼 |
| Harbor Advisors LLC | 20,000 | $160.2 萬 | 0.26% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 20,095 | $161.0 萬 | 0.02% | −54−0.3% | 減碼 |
| First Financial Bank - Trust Division | 20,110 | $161.1 萬 | 0.14% | −581−2.8% | 減碼 |
| Fulton Bank, N.A. | 20,132 | $161.3 萬 | 0.06% | +1,594+8.6% | 加碼 |
| Unique Wealth Strategies, LLC | 20,142 | $161.4 萬 | 0.68% | −253−1.2% | 減碼 |
| LS Investment Advisors, LLC | 20,213 | $161.9 萬 | 0.24% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 20,226 | $162.1 萬 | 0.97% | −200−1.0% | 減碼 |
| Citadel Investment Advisory, Inc. | 20,341 | $163.0 萬 | 0.79% | −700−3.3% | 減碼 |
| Walleye Trading LLC | 20,382 | $163.3 萬 | 0.04% | −56,804−73.6% | 減碼 |
| Level Four Advisory Services, LLC | 20,383 | $163.3 萬 | 0.06% | −542−2.6% | 減碼 |
| Point72 (DIFC) Ltd | 20,426 | $163.7 萬 | 0.13% | +20,426 | 新進 |
| Sage Mountain Advisors LLC | 20,449 | $163.8 萬 | 0.11% | +2,084+11.3% | 加碼 |
| TRUE Private Wealth Advisors | 20,501 | $164.3 萬 | 0.18% | +211+1.0% | 加碼 |
| Sunbelt Securities, Inc. | 23,415 | $164.5 萬 | 0.15% | +2,817+13.7% | 加碼 |
| CX Institutional | 20,526 | $164.5 萬 | 0.06% | +382+1.9% | 加碼 |
| Armis Advisers, LLC | 20,062 | $164.9 萬 | 0.13% | +8,062+67.2% | 加碼 |
| Founders Financial Securities LLC | 20,632 | $165.3 萬 | 0.13% | −8,345−28.8% | 減碼 |
| Credit Industriel Et Commercial | 20,661 | $165.5 萬 | 0.26% | −5,950−22.4% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 20,751 | $166.3 萬 | 0.31% | +356+1.7% | 加碼 |
| Ransom Advisory, Ltd | 20,786 | $166.5 萬 | 0.79% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 20,993 | $168.2 萬 | 0.03% | +786+3.9% | 加碼 |
| Everhart Financial Group, Inc. | 21,051 | $168.7 萬 | 0.19% | +1,561+8.0% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 21,078 | $168.9 萬 | 0.20% | +30.0% | 加碼 |
| LJI Wealth Management, LLC | 21,115 | $169.2 萬 | 0.29% | +16+0.1% | 加碼 |
| Sage Rhino Capital LLC | 21,215 | $170.0 萬 | 0.36% | +1,696+8.7% | 加碼 |
| Martin & Co Inc | 21,237 | $170.2 萬 | 0.31% | −40.0% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 21,473 | $172.0 萬 | 0.10% | +16,802+359.7% | 加碼 |
| Country Club Bank | 21,681 | $172.4 萬 | 0.11% | −135−0.6% | 減碼 |
| Louisbourg Investments Inc. | 28,844 | $173.1 萬 | 0.41% | 00.0% | 不變 |