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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 28,031 | $224.6 萬 | 0.16% | −13,019−31.7% | 減碼 |
| Potomac Fund Management Inc | 28,146 | $224.9 萬 | 0.13% | −404−1.4% | 減碼 |
| London Co of Virginia | 28,141 | $225.5 萬 | 0.01% | −164−0.6% | 減碼 |
| N.E.W. Advisory Services LLC | 28,181 | $225.8 萬 | 0.22% | −1,655−5.5% | 減碼 |
| Mystic Asset Management, Inc. | 28,235 | $226.2 萬 | 0.55% | +215+0.8% | 加碼 |
| First Citizens Bank & Trust Co | 28,257 | $226.4 萬 | 0.04% | −8,375−22.9% | 減碼 |
| Round Hill Asset Management | 28,442 | $227.9 萬 | 1.54% | −555−1.9% | 減碼 |
| Rothschild Investment LLC | 28,666 | $229.7 萬 | 0.14% | −33−0.1% | 減碼 |
| Sit Investment Associates Inc | 28,700 | $229.9 萬 | 0.05% | +28,700 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 28,810 | $230.8 萬 | 0.07% | +270+0.9% | 加碼 |
| Private Wealth Asset Management, LLC | 28,886 | $231.4 萬 | 0.31% | −2,626−8.3% | 減碼 |
| Diversify Wealth Management, LLC | 29,154 | $231.7 萬 | 0.14% | −524−1.8% | 減碼 |
| Argent Advisors, Inc. | 28,949 | $231.9 萬 | 0.72% | +316+1.1% | 加碼 |
| Carret Asset Management, LLC | 29,112 | $233.2 萬 | 0.25% | −610−2.1% | 減碼 |
| Massmutual Trust Co FSB | 29,263 | $234.5 萬 | 0.06% | +462+1.6% | 加碼 |
| Lawson Kroeker Investment Management Inc | 29,445 | $235.9 萬 | 0.44% | +1,771+6.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 29,539 | $236.7 萬 | 0.17% | +22,176+301.2% | 加碼 |
| Neville Rodie & Shaw Inc | 29,602 | $237.1 萬 | 0.18% | −3,821−11.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,610 | $237.2 萬 | 0.05% | +799+2.8% | 加碼 |
| Tradition Wealth Management, LLC | 29,611 | $237.2 萬 | 0.19% | −809−2.7% | 減碼 |
| Laurion Capital Management LP | 29,660 | $237.6 萬 | 0.27% | +29,660 | 新進 |
| Shelton Wealth Management, LLC | 29,675 | $237.8 萬 | 1.20% | +21+0.1% | 加碼 |
| Roxbury Financial LLC | 29,727 | $238.2 萬 | 2.32% | −249−0.8% | 減碼 |
| Cary Street Partners Financial LLC | 29,768 | $238.5 萬 | 0.07% | +16,239+120.0% | 加碼 |
| Coppell Advisory Solutions LLC | 30,068 | $239.0 萬 | 0.29% | −5,603−15.7% | 減碼 |
| YHB Investment Advisors, Inc. | 29,839 | $239.1 萬 | 0.18% | −2,153−6.7% | 減碼 |
| Xcel Wealth Management, LLC | 29,875 | $239.4 萬 | 0.68% | +306+1.0% | 加碼 |
| Triangle Securities Wealth Management | 29,899 | $239.5 萬 | 0.59% | −4,708−13.6% | 減碼 |
| Pacifica Partners Inc. | 30,193 | $240.0 萬 | 0.97% | +455+1.5% | 加碼 |
| Snowden Capital Advisors LLC | 29,981 | $240.2 萬 | 0.07% | +3,347+12.6% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 30,000 | $240.4 萬 | 0.23% | +30,000 | 新進 |
| Evergreen Capital Management LLC | 30,038 | $240.7 萬 | 0.07% | +465+1.6% | 加碼 |
| Harbour Investments, Inc. | 30,171 | $241.7 萬 | 0.06% | +1,422+4.9% | 加碼 |
| Frank, Rimerman Advisors LLC | 30,238 | $242.3 萬 | 0.16% | +6,858+29.3% | 加碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $243.6 萬 | 0.15% | 00.0% | 不變 |
| Scott & Selber, Inc. | 30,412 | $243.7 萬 | 0.68% | +170+0.6% | 加碼 |
| Granite Investment Partners, LLC | 30,587 | $245.1 萬 | 0.12% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 30,781 | $246.6 萬 | 0.09% | −2,211−6.7% | 減碼 |
| Bailard, Inc. | 30,881 | $247.4 萬 | 0.06% | +17,644+133.3% | 加碼 |
| Smith Shellnut Wilson LLC | 30,891 | $247.5 萬 | 1.07% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 30,907 | $247.6 萬 | 0.17% | −26,223−45.9% | 減碼 |
| Westmount Partners, LLC | 31,075 | $249.0 萬 | 0.68% | −551−1.7% | 減碼 |
| Baker Avenue Asset Management, LP | 31,112 | $249.3 萬 | 0.07% | +1,292+4.3% | 加碼 |
| Fidelis Capital Partners, LLC | 32,281 | $250.5 萬 | 0.23% | +812+2.6% | 加碼 |
| Johnson Investment Counsel Inc | 31,362 | $251.3 萬 | 0.02% | +1,165+3.9% | 加碼 |
| Argus Investors' Counsel, Inc. | 31,422 | $251.8 萬 | 1.79% | +552+1.8% | 加碼 |
| Applied Capital LLC | 31,455 | $252.0 萬 | 1.88% | +150.0% | 加碼 |
| Iams Wealth Management, LLC | 31,483 | $252.3 萬 | 1.16% | −2,528−7.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 31,269 | $253.1 萬 | 0.06% | −57,686−64.8% | 減碼 |
| Auxier Asset Management | 31,627 | $253.4 萬 | 0.37% | −160−0.5% | 減碼 |
| Royal Fund Management, LLC | 31,634 | $253.5 萬 | 0.27% | −250−0.8% | 減碼 |
| Silvant Capital Management LLC | 31,859 | $255.3 萬 | 0.10% | −557−1.7% | 減碼 |
| National Asset Management, Inc. | 31,955 | $256.0 萬 | 0.12% | −11,751−26.9% | 減碼 |
| AF Advisors, Inc. | 32,040 | $256.7 萬 | 0.89% | 00.0% | 不變 |
| Avantra Family Wealth, Inc. | 32,057 | $256.8 萬 | 2.12% | +1,438+4.7% | 加碼 |
| Cigna Investments Inc | 32,057 | $256.9 萬 | 0.44% | −1,015−3.1% | 減碼 |
| Sagespring Wealth Partners, LLC | 32,145 | $257.5 萬 | 0.06% | +5,254+19.5% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,155 | $257.6 萬 | 1.15% | +50.0% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $258.0 萬 | 0.73% | 00.0% | 不變 |
| Skopos Labs, Inc. | 32,204 | $258.0 萬 | 0.34% | +5,749+21.7% | 加碼 |
| Ascent Group, LLC | 32,269 | $258.5 萬 | 0.10% | −10,760−25.0% | 減碼 |
| Massachusetts Wealth Management | 32,317 | $258.9 萬 | 1.46% | +200+0.6% | 加碼 |
| Northside Capital Management, LLC | 32,349 | $259.2 萬 | 0.20% | +4,819+17.5% | 加碼 |
| Advocate Group LLC | 32,433 | $259.9 萬 | 0.46% | +32,433 | 新進 |
| One Wealth Advisors, LLC | 32,688 | $261.9 萬 | 0.36% | −414−1.3% | 減碼 |
| Stoneridge Investment Partners LLC | 32,722 | $262.2 萬 | 1.97% | +20,175+160.8% | 加碼 |
| Aptus Capital Advisors, LLC | 32,759 | $262.5 萬 | 0.03% | +1,193+3.8% | 加碼 |
| Aspire Private Capital, LLC | 32,761 | $262.5 萬 | 0.61% | +1,721+5.5% | 加碼 |
| Oak Thistle LLC | 32,987 | $264.3 萬 | 0.39% | +32,987 | 新進 |
| Talon Private Wealth, LLC | 33,031 | $264.6 萬 | 0.36% | +4,486+15.7% | 加碼 |
| David Loasby | 34,118 | $265.4 萬 | 0.23% | +179+0.5% | 加碼 |
| Bennett Selby Investments LP | 33,168 | $265.7 萬 | 0.95% | +408+1.2% | 加碼 |
| Lummis Asset Management, LP | 33,495 | $267.0 萬 | 1.75% | −256−0.8% | 減碼 |
| GM Advisory Group, Inc. | 33,408 | $267.7 萬 | 0.13% | +6,081+22.3% | 加碼 |
| Marks Group Wealth Management, Inc | 33,418 | $267.7 萬 | 0.25% | +3,245+10.8% | 加碼 |
| GHP Investment Advisors, Inc. | 33,462 | $268.1 萬 | 0.12% | +540+1.6% | 加碼 |
| Venture Visionary Partners LLC | 33,856 | $271.3 萬 | 0.10% | −2,014−5.6% | 減碼 |
| E Fund Management Co., Ltd. | 33,859 | $271.3 萬 | 0.13% | −8,477−20.0% | 減碼 |
| Central Pacific Bank - Trust Division | 33,953 | $272.0 萬 | 0.35% | −1,430−4.0% | 減碼 |
| Grimes & Company, Inc. | 33,997 | $272.4 萬 | 0.07% | +1,987+6.2% | 加碼 |
| Miller Investment Management, LP | 34,082 | $273.1 萬 | 0.29% | 00.0% | 不變 |
| Applied Finance Capital Management, LLC | 34,207 | $274.1 萬 | 0.19% | +34,207 | 新進 |
| We Are One Seven, LLC | 34,215 | $274.1 萬 | 0.09% | +2,557+8.1% | 加碼 |
| Golden State Equity Partners | 34,275 | $274.6 萬 | 0.51% | +1,404+4.3% | 加碼 |
| Johnson Financial Group, Inc. | 34,437 | $275.9 萬 | 0.12% | +1,693+5.2% | 加碼 |
| QV Investors Inc. | 34,497 | $276.4 萬 | 0.27% | +230+0.7% | 加碼 |
| FSB Premier Wealth Management, Inc. | 34,573 | $277.0 萬 | 0.99% | +5,707+19.8% | 加碼 |
| La Banque Postale Asset Management SA | 34,611 | $277.3 萬 | 0.04% | −17,534−33.6% | 減碼 |
| Apella Capital, LLC | 33,736 | $277.8 萬 | 0.08% | +2,725+8.8% | 加碼 |
| Polymer Capital Management (US) LLC | 34,794 | $278.8 萬 | 0.46% | +34,794 | 新進 |
| Marotta Asset Management | 35,181 | $281.9 萬 | 0.57% | −56−0.2% | 減碼 |
| Marco Investment Management LLC | 35,334 | $283.1 萬 | 0.24% | +5,383+18.0% | 加碼 |
| NBT Bank N A | 35,786 | $286.7 萬 | 0.20% | −251−0.7% | 減碼 |
| Naviter Wealth, LLC | 35,903 | $287.7 萬 | 0.35% | +307+0.9% | 加碼 |
| Keystone Wealth Services, LLC | 35,979 | $288.3 萬 | 0.70% | +90.0% | 加碼 |
| Brown Brothers Harriman & Co | 36,030 | $288.7 萬 | 0.02% | +2,645+7.9% | 加碼 |
| Congress Wealth Management LLC | 36,034 | $288.7 萬 | 0.03% | +7,380+25.8% | 加碼 |
| Chicago Partners Investment Group LLC | 34,761 | $291.0 萬 | 0.08% | +632+1.9% | 加碼 |
| Congress Park Capital LLC | 36,324 | $291.0 萬 | 0.95% | +4,173+13.0% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 36,483 | $292.3 萬 | 0.18% | −103−0.3% | 減碼 |