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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 21,619 | $173.2 萬 | 0.33% | +3,856+21.7% | 加碼 |
| Pflug Koory, LLC | 21,691 | $173.8 萬 | 0.88% | −50−0.2% | 減碼 |
| Generali Investments, Management Co LLC | 21,797 | $174.4 萬 | 0.39% | 00.0% | 不變 |
| Davidson Trust Co | 21,821 | $174.8 萬 | 0.81% | −407−1.8% | 減碼 |
| Modera Wealth Management, LLC | 21,825 | $174.9 萬 | 0.02% | +715+3.4% | 加碼 |
| Gilbert & Cook, Inc. | 21,848 | $175.0 萬 | 0.24% | −2,380−9.8% | 減碼 |
| Dynasty Wealth Management, LLC | 21,908 | $175.5 萬 | 0.03% | −2,985−12.0% | 減碼 |
| Westpac Banking Corp | 22,105 | $177.1 萬 | 0.12% | −1,904−7.9% | 減碼 |
| Collar Capital Management, LLC | 22,132 | $177.3 萬 | 1.49% | +47+0.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 22,291 | $178.6 萬 | 0.40% | −15−0.1% | 減碼 |
| Aaron Wealth Advisors | 22,417 | $179.6 萬 | 0.18% | +1,794+8.7% | 加碼 |
| Welch Group, LLC | 22,467 | $180.0 萬 | 0.08% | +1,006+4.7% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 22,476 | $180.1 萬 | 0.06% | +1,296+6.1% | 加碼 |
| HBK Sorce Advisory LLC | 22,535 | $180.6 萬 | 0.05% | −2,008−8.2% | 減碼 |
| Advanced Portfolio Management, LLC | 22,546 | $180.6 萬 | 5.05% | +17,500+346.8% | 加碼 |
| SeaBridge Investment Advisors LLC | 22,640 | $181.4 萬 | 0.34% | −8,502−27.3% | 減碼 |
| Aspiriant, LLC | 22,650 | $181.5 萬 | 0.06% | +769+3.5% | 加碼 |
| Holderness Investments Co | 22,690 | $181.8 萬 | 0.39% | −861−3.7% | 減碼 |
| Crux Wealth Advisors | 22,691 | $181.8 萬 | 0.77% | +6,737+42.2% | 加碼 |
| Glaxis Capital Management, LLC | 22,697 | $181.8 萬 | 2.43% | +22,697 | 新進 |
| One Capital Management, LLC | 22,726 | $182.1 萬 | 0.06% | −1,078−4.5% | 減碼 |
| Rossmore Private Capital | 22,760 | $182.4 萬 | 0.21% | +426+1.9% | 加碼 |
| Mather Group, LLC. | 22,782 | $182.5 萬 | 0.02% | −642−2.7% | 減碼 |
| Hartford Funds Management Co LLC | 22,809 | $182.8 萬 | 0.16% | +572+2.6% | 加碼 |
| Sweeney & Michel, LLC | 22,157 | $182.9 萬 | 0.65% | −623−2.7% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 22,848 | $183.1 萬 | 0.02% | −40,053−63.7% | 減碼 |
| Jump Financial, LLC | 22,904 | $183.5 萬 | 0.02% | +2,615+12.9% | 加碼 |
| Fisher Asset Management, LLC | 22,960 | $184.0 萬 | 0.00% | −5,619−19.7% | 減碼 |
| JT Stratford LLC | 22,975 | $184.1 萬 | 0.28% | +2,910+14.5% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 23,017 | $184.4 萬 | 0.12% | +144+0.6% | 加碼 |
| Citizens National Bank Trust Department | 23,117 | $185.2 萬 | 0.37% | −100.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 23,336 | $187.0 萬 | 0.08% | −177−0.8% | 減碼 |
| Fort Sheridan Advisors LLC | 23,470 | $188.0 萬 | 0.27% | −95−0.4% | 減碼 |
| Independent Financial Group, LLC | 23,480 | $188.1 萬 | 0.05% | −3,263−12.2% | 減碼 |
| Integrated Advisors Network LLC | 23,496 | $188.3 萬 | 0.09% | +59+0.3% | 加碼 |
| Aviso Wealth Management | 23,524 | $188.5 萬 | 0.88% | −589−2.4% | 減碼 |
| Fiduciary Group LLC | 23,694 | $189.8 萬 | 0.18% | +20.0% | 加碼 |
| First Horizon Advisors, Inc. | 23,715 | $190.0 萬 | 0.05% | −665−2.7% | 減碼 |
| Abn Amro Investment Solutions | 23,730 | $190.1 萬 | 0.04% | +23,730 | 新進 |
| OneAscent Financial Services LLC | 23,605 | $190.9 萬 | 0.14% | −26,269−52.7% | 減碼 |
| Kestra Investment Management, LLC | 24,725 | $191.3 萬 | 0.03% | +16,545+202.3% | 加碼 |
| FOCUS Wealth Advisors, LLC | 23,877 | $191.3 萬 | 0.99% | +352+1.5% | 加碼 |
| Aventura Private Wealth, LLC | 23,898 | $191.5 萬 | 0.83% | −640−2.6% | 減碼 |
| Leavell Investment Management, Inc. | 23,932 | $191.7 萬 | 0.09% | +2,200+10.1% | 加碼 |
| Meridian Wealth Management, LLC | 23,962 | $192.0 萬 | 0.08% | +4,986+26.3% | 加碼 |
| Vista Investment Management | 23,998 | $192.3 萬 | 0.71% | −267−1.1% | 減碼 |
| Insight Advisors, LLC | 24,098 | $193.1 萬 | 0.31% | +25+0.1% | 加碼 |
| National Philanthropic Trust | 24,125 | $193.3 萬 | 0.03% | +44+0.2% | 加碼 |
| Mutual Advisors, LLC | 22,940 | $193.4 萬 | 0.05% | +316+1.4% | 加碼 |
| Cadinha & Co LLC | 24,184 | $193.8 萬 | 0.32% | +30+0.1% | 加碼 |
| Meridian Investment Counsel Inc. | 24,295 | $194.7 萬 | 0.53% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 24,370 | $195.3 萬 | 0.35% | −92,189−79.1% | 減碼 |
| NBC Securities, Inc. | 24,422 | $195.6 萬 | 0.16% | +631+2.7% | 加碼 |
| Cito Capital Group, LLC | 24,503 | $196.3 萬 | 0.68% | +3,000+14.0% | 加碼 |
| LOM Asset Management Ltd | 24,495 | $196.3 萬 | 0.66% | +24,495 | 新進 |
| Smartleaf Asset Management LLC | 24,695 | $196.3 萬 | 0.17% | −3,467−12.3% | 減碼 |
| Soltis Investment Advisors LLC | 24,599 | $197.1 萬 | 0.15% | +459+1.9% | 加碼 |
| Laurel Wealth Advisors LLC | 24,635 | $197.4 萬 | 0.30% | +300+1.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 24,689 | $197.8 萬 | 0.04% | −4,255−14.7% | 減碼 |
| Journey Strategic Wealth LLC | 24,708 | $198.0 萬 | 0.06% | +6,596+36.4% | 加碼 |
| BLI - Banque de Luxembourg Investments | 25,000 | $198.7 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 24,869 | $199.3 萬 | 0.61% | −837−3.3% | 減碼 |
| West Branch Capital LLC | 24,899 | $199.5 萬 | 0.59% | +2,808+12.7% | 加碼 |
| Jeppson Wealth Management, LLC | 24,910 | $199.6 萬 | 0.69% | −70−0.3% | 減碼 |
| Premier Path Wealth Partners, LLC | 24,959 | $200.0 萬 | 0.28% | +1,593+6.8% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 24,987 | $200.2 萬 | 0.05% | +452+1.8% | 加碼 |
| CMT Capital Markets Trading GmbH | 25,000 | $200.3 萬 | 0.96% | +14,250+132.6% | 加碼 |
| Strategic Planning Group, LLC | 25,017 | $200.4 萬 | 0.33% | +21,981+724.0% | 加碼 |
| Chemistry Wealth Management LLC | 25,049 | $200.7 萬 | 0.43% | −148−0.6% | 減碼 |
| Resources Management Corp | 25,303 | $202.7 萬 | 0.28% | −687−2.6% | 減碼 |
| Trinity Financial Advisors LLC | 25,384 | $203.4 萬 | 0.62% | −94−0.4% | 減碼 |
| Adviser Investments LLC | 25,431 | $203.8 萬 | 0.03% | +6,869+37.0% | 加碼 |
| Diversify Advisory Services, LLC | 25,718 | $204.4 萬 | 0.08% | +8,714+51.2% | 加碼 |
| Drive Wealth Management, LLC | 25,516 | $204.4 萬 | 0.45% | −125−0.5% | 減碼 |
| Syon Capital LLC | 25,711 | $206.0 萬 | 0.14% | +3,212+14.3% | 加碼 |
| Howard Capital Management Inc. | 25,768 | $206.5 萬 | 0.03% | +2,928+12.8% | 加碼 |
| Silvercrest Asset Management Group LLC | 25,771 | $206.5 萬 | 0.01% | +1,115+4.5% | 加碼 |
| CWC Advisors, LLC. | 25,886 | $207.4 萬 | 1.07% | +692+2.7% | 加碼 |
| Pictet Bank & Trust Ltd | 25,918 | $207.7 萬 | 2.43% | +264+1.0% | 加碼 |
| Everett Harris & Co | 25,921 | $207.7 萬 | 0.03% | −1,600−5.8% | 減碼 |
| Archford Capital Strategies, LLC | 25,992 | $208.2 萬 | 0.27% | +7,361+39.5% | 加碼 |
| Conning Inc. | 26,054 | $208.7 萬 | 0.07% | −849−3.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 26,067 | $208.9 萬 | 0.16% | +3,136+13.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 26,168 | $209.7 萬 | 0.10% | −38,361−59.4% | 減碼 |
| Arkadios Wealth Advisors | 26,399 | $211.5 萬 | 0.06% | +1,676+6.8% | 加碼 |
| Highland Capital Management, LLC | 26,586 | $213.0 萬 | 0.12% | −1,015−3.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 26,655 | $213.6 萬 | 0.05% | −150−0.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 26,680 | $213.8 萬 | 0.33% | +8,376+45.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 26,685 | $213.8 萬 | 0.07% | −4,690−14.9% | 減碼 |
| Diversified Trust Co | 26,779 | $214.6 萬 | 0.05% | −7,808−22.6% | 減碼 |
| Guerra Advisors Inc | 26,845 | $215.1 萬 | 1.02% | +4,534+20.3% | 加碼 |
| Private Trust Co NA | 27,284 | $218.6 萬 | 0.21% | +916+3.5% | 加碼 |
| Walter & Keenan Financial Consulting Co | 27,339 | $219.0 萬 | 0.64% | +686+2.6% | 加碼 |
| Islay Capital Management, LLC | 27,395 | $219.5 萬 | 1.41% | 00.0% | 不變 |
| Wright Investors Service Inc | 27,526 | $220.5 萬 | 0.67% | +8,045+41.3% | 加碼 |
| Equitable Trust Co | 27,586 | $221.0 萬 | 0.11% | +1,719+6.6% | 加碼 |
| Sustainable Insight Capital Management, LLC | 27,626 | $221.3 萬 | 1.00% | −40,678−59.6% | 減碼 |
| Mach-1 Financial Group, Inc. | 27,842 | $223.1 萬 | 0.65% | −14,997−35.0% | 減碼 |
| Peak Asset Management, LLC | 27,909 | $223.6 萬 | 0.41% | +196+0.7% | 加碼 |
| Blue Capital, Inc. | 28,003 | $224.4 萬 | 1.59% | +28,003 | 新進 |