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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 36,559 | $292.9 萬 | 0.08% | −1,596−4.2% | 減碼 |
| American Money Management, LLC | 36,576 | $293.1 萬 | 0.52% | −130−0.4% | 減碼 |
| Schnieders Capital Management LLC | 36,627 | $293.5 萬 | 0.52% | +5,408+17.3% | 加碼 |
| Mainstay Capital Management LLC | 37,052 | $296.9 萬 | 0.15% | +18,853+103.6% | 加碼 |
| Evercore Wealth Management, LLC | 37,075 | $297.0 萬 | 0.05% | +249+0.7% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 37,122 | $297.2 萬 | 0.14% | +2,400+6.9% | 加碼 |
| Freemont Management S.A. | 37,100 | $297.2 萬 | 0.49% | +8,700+30.6% | 加碼 |
| Meiji Yasuda Life Insurance Co | 37,235 | $298.3 萬 | 0.09% | −1,438−3.7% | 減碼 |
| Grant Private Wealth Management Inc | 37,281 | $298.7 萬 | 1.69% | +29,733+393.9% | 加碼 |
| Miracle Mile Advisors, LLC | 37,337 | $299.1 萬 | 0.05% | +1,882+5.3% | 加碼 |
| Atomi Financial Group, Inc. | 37,397 | $299.6 萬 | 0.11% | +2,895+8.4% | 加碼 |
| CTC LLC | 37,454 | $300.1 萬 | 0.19% | −90,702−70.8% | 減碼 |
| Legato Capital Management LLC | 37,484 | $300.3 萬 | 0.36% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 37,485 | $300.3 萬 | 0.11% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 37,621 | $301.4 萬 | 0.99% | −1,327−3.4% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,674 | $301.8 萬 | 0.52% | −40−0.1% | 減碼 |
| Pring Turner Capital Group Inc | 37,837 | $303.2 萬 | 1.96% | −485−1.3% | 減碼 |
| Profund Advisors LLC | 37,922 | $303.8 萬 | 0.11% | −8,728−18.7% | 減碼 |
| CBOE Vest Financial, LLC | 37,958 | $304.1 萬 | 0.04% | +10,702+39.3% | 加碼 |
| Connable Office Inc | 38,222 | $306.2 萬 | 0.30% | −6,507−14.5% | 減碼 |
| Catalytic Wealth RIA, LLC | 38,328 | $307.1 萬 | 0.25% | +33,942+773.9% | 加碼 |
| United Asset Strategies, Inc. | 38,412 | $307.8 萬 | 0.26% | −341−0.9% | 減碼 |
| Aspen Grove Capital, LLC | 38,449 | $308.1 萬 | 0.52% | +1,242+3.3% | 加碼 |
| Cunning Capital Partners, LP | 38,454 | $308.1 萬 | 1.61% | 00.0% | 不變 |
| Nomura Holdings Inc | 38,553 | $308.9 萬 | 0.02% | −130,212−77.2% | 減碼 |
| Cidel Asset Management Inc | 38,560 | $308.9 萬 | 0.19% | −2,457−6.0% | 減碼 |
| Stableford Capital II LLC | 36,658 | $309.1 萬 | 1.16% | −432−1.2% | 減碼 |
| Raiffeisen Bank International AG | 39,203 | $310.0 萬 | 0.05% | −754−1.9% | 減碼 |
| Tower Bridge Advisors | 38,876 | $311.5 萬 | 0.33% | +400+1.0% | 加碼 |
| Capital Investment Counsel, Inc | 38,912 | $311.8 萬 | 0.41% | −896−2.3% | 減碼 |
| Summit Financial, LLC | 38,931 | $311.9 萬 | 0.07% | +13,737+54.5% | 加碼 |
| Rehmann Capital Advisory Group | 39,035 | $312.8 萬 | 0.19% | +3,736+10.6% | 加碼 |
| Capital Asset Advisory Services LLC | 38,413 | $313.0 萬 | 0.15% | +2,045+5.6% | 加碼 |
| Optimas Capital Ltd | 39,300 | $314.9 萬 | 3.32% | −22,600−36.5% | 減碼 |
| Sumitomo Life Insurance Co | 39,322 | $315.0 萬 | 0.21% | −2,447−5.9% | 減碼 |
| PCJ Investment Counsel Ltd. | 40,000 | $320.5 萬 | 1.09% | +40,000 | 新進 |
| Oarsman Capital, Inc. | 40,030 | $320.7 萬 | 0.50% | +1,305+3.4% | 加碼 |
| Central Trust Co | 40,050 | $320.9 萬 | 0.07% | +1,526+4.0% | 加碼 |
| NWF Advisory Services Inc. | 40,125 | $321.5 萬 | 0.38% | +550+1.4% | 加碼 |
| Steel Peak Wealth Management LLC | 40,171 | $321.9 萬 | 0.13% | +30,906+333.6% | 加碼 |
| IFP Advisors, Inc | 40,080 | $321.9 萬 | 0.09% | +24+0.1% | 加碼 |
| Wolverine Trading, LLC | 40,653 | $323.2 萬 | 0.08% | −9,908−19.6% | 減碼 |
| KCM Investment Advisors LLC | 40,360 | $323.4 萬 | 0.11% | −871−2.1% | 減碼 |
| Parallel Advisors, LLC | 40,668 | $325.8 萬 | 0.07% | +786+2.0% | 加碼 |
| RFG Advisory, LLC | 40,729 | $326.3 萬 | 0.08% | −1,150−2.7% | 減碼 |
| Trust Asset Management LLC | 40,968 | $328.2 萬 | 0.24% | 00.0% | 不變 |
| Generali Investments CEE, investicni spolecnost, a.s. | 41,000 | $328.5 萬 | 0.27% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 41,007 | $328.6 萬 | 0.13% | −936−2.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 41,023 | $328.7 萬 | 0.26% | +7,813+23.5% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 41,121 | $329.5 萬 | 0.75% | +1,250+3.1% | 加碼 |
| Foster Group, Inc. | 41,204 | $330.1 萬 | 0.11% | −192−0.5% | 減碼 |
| Choate Investment Advisors | 41,517 | $332.6 萬 | 0.07% | +503+1.2% | 加碼 |
| Atom Investors LP | 41,611 | $333.4 萬 | 0.30% | +34,183+460.2% | 加碼 |
| Ronald Blue Trust, Inc. | 41,762 | $334.6 萬 | 0.04% | +5,439+15.0% | 加碼 |
| White Pine Capital LLC | 41,932 | $336.0 萬 | 1.07% | −676−1.6% | 減碼 |
| Argyle Capital Management Inc. | 41,936 | $336.0 萬 | 1.22% | −860−2.0% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 42,043 | $336.8 萬 | 0.43% | −19,678−31.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 42,048 | $336.9 萬 | 0.05% | +32,864+357.8% | 加碼 |
| Peoples Bank | 42,138 | $337.6 萬 | 2.26% | −116−0.3% | 減碼 |
| New Age Alpha Advisors, LLC | 42,142 | $337.6 萬 | 0.15% | −13,741−24.6% | 減碼 |
| Wesbanco Bank Inc | 42,222 | $338.3 萬 | 0.10% | +6,698+18.9% | 加碼 |
| Twin City Private Wealth, LLC | 42,224 | $338.3 萬 | 2.76% | −4,416−9.5% | 減碼 |
| Benjamin Edwards Inc | 42,259 | $338.6 萬 | 0.04% | +5,238+14.1% | 加碼 |
| Capital Investment Advisors, LLC | 42,362 | $339.4 萬 | 0.06% | −2,593−5.8% | 減碼 |
| InvesTrust | 42,372 | $339.5 萬 | 1.31% | −63,657−60.0% | 減碼 |
| Gs Investments, Inc. | 42,400 | $339.7 萬 | 1.51% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 42,601 | $341.3 萬 | 0.21% | −220−0.5% | 減碼 |
| SWS Partners | 42,662 | $341.8 萬 | 0.92% | −1,823−4.1% | 減碼 |
| Ballentine Partners, LLC | 42,845 | $343.3 萬 | 0.05% | −835−1.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 42,881 | $343.6 萬 | 0.01% | +42,881 | 新進 |
| Avestar Capital, LLC | 42,881 | $343.6 萬 | 0.25% | +1,080+2.6% | 加碼 |
| HM Payson & Co | 42,888 | $343.6 萬 | 0.05% | −1,439−3.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 42,997 | $344.5 萬 | 0.05% | −16,277−27.5% | 減碼 |
| Cullinan Associates Inc | 43,166 | $345.8 萬 | 0.23% | +220+0.5% | 加碼 |
| Smith, Salley & Associates | 43,236 | $346.4 萬 | 0.20% | −572−1.3% | 減碼 |
| WCG Wealth Advisors LLC | 43,239 | $346.4 萬 | 0.22% | −412−0.9% | 減碼 |
| Cornercap Investment Counsel Inc | 43,641 | $349.7 萬 | 1.82% | −7,016−13.9% | 減碼 |
| Foundations Investment Advisors, LLC | 43,845 | $351.3 萬 | 0.06% | +5,609+14.7% | 加碼 |
| Alpha Cubed Investments, LLC | 44,000 | $352.5 萬 | 0.13% | +1,353+3.2% | 加碼 |
| Brookstone Capital Management | 44,038 | $352.8 萬 | 0.05% | +3,408+8.4% | 加碼 |
| D L Carlson Investment Group Inc | 44,108 | $353.4 萬 | 0.64% | −111−0.3% | 減碼 |
| Voya Financial Advisors, Inc. | 44,615 | $354.7 萬 | 0.36% | +1,824+4.3% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $355.0 萬 | 0.03% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 44,354 | $355.4 萬 | 0.12% | −5,039−10.2% | 減碼 |
| S&CO Inc | 44,503 | $356.5 萬 | 0.23% | −300−0.7% | 減碼 |
| Kuhn & Co Investment Counsel | 44,942 | $360.1 萬 | 2.72% | −61−0.1% | 減碼 |
| F/M Investments LLC | 45,255 | $362.5 萬 | 0.13% | +2,560+6.0% | 加碼 |
| Gsa Capital Partners LLP | 45,439 | $364.1 萬 | 0.25% | +45,439 | 新進 |
| Moneta Group Investment Advisors LLC | 45,498 | $364.5 萬 | 0.04% | +15,624+52.3% | 加碼 |
| Welch & Forbes LLC | 45,506 | $364.6 萬 | 0.05% | −688−1.5% | 減碼 |
| Angeles Wealth Management, LLC | 45,517 | $364.7 萬 | 0.25% | +878+2.0% | 加碼 |
| Equitable Holdings, Inc. | 45,533 | $364.8 萬 | 0.03% | −17,219−27.4% | 減碼 |
| Hilton Capital Management, LLC | 45,635 | $365.6 萬 | 0.29% | +45,635 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 45,754 | $366.6 萬 | 0.19% | +2,567+5.9% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $368.3 萬 | 1.28% | 00.0% | 不變 |
| Buckingham Strategic Partners | 46,517 | $372.7 萬 | 0.05% | −4,345−8.5% | 減碼 |
| Joel Isaacson & Co., LLC | 46,630 | $373.6 萬 | 0.15% | −214−0.5% | 減碼 |
| Trust Point Inc. | 46,663 | $373.9 萬 | 0.35% | −1,377−2.9% | 減碼 |
| Shell Asset Management Co | 46,723 | $374.3 萬 | 0.13% | +14,093+43.2% | 加碼 |
| Quantbot Technologies LP | 46,740 | $374.5 萬 | 0.10% | +46,740 | 新進 |