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 |
|---|---|---|---|---|---|
| Shayne & Co., LLC | 46,969 | $376.3 萬 | 1.24% | −1,208−2.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 47,093 | $377.3 萬 | 0.28% | +470+1.0% | 加碼 |
| Convergence Investment Partners, LLC | 47,194 | $378.1 萬 | 0.96% | −5,484−10.4% | 減碼 |
| Transcend Wealth Collective, LLC | 47,323 | $379.2 萬 | 0.29% | −1,181−2.4% | 減碼 |
| LMG Wealth Partners, LLC | 47,460 | $380.2 萬 | 0.78% | +36,840+346.9% | 加碼 |
| Somerset Group LLC | 47,500 | $380.6 萬 | 3.22% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 47,512 | $380.7 萬 | 0.10% | +1,416+3.1% | 加碼 |
| Qtron Investments LLC | 47,721 | $382.3 萬 | 0.49% | −1,739−3.5% | 減碼 |
| Long Run Wealth Advisors, LLC | 48,040 | $384.9 萬 | 0.81% | −2,510−5.0% | 減碼 |
| Caisse des Depots Et Consignations | 48,355 | $387.4 萬 | 0.16% | +48,355 | 新進 |
| NVWM, LLC | 48,495 | $388.5 萬 | 0.94% | +8,663+21.7% | 加碼 |
| HF Advisory Group, LLC | 48,644 | $389.7 萬 | 1.54% | +6,738+16.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 48,737 | $390.5 萬 | 0.16% | +2,708+5.9% | 加碼 |
| Brookmont Capital Management | 49,122 | $393.6 萬 | 2.26% | −20,146−29.1% | 減碼 |
| Fundamentun, LLC | 49,145 | $393.8 萬 | 0.18% | +38,517+362.4% | 加碼 |
| Moody National Bank Trust Division | 49,196 | $394.2 萬 | 0.36% | +3,201+7.0% | 加碼 |
| Fiduciary Trust Co | 49,354 | $395.4 萬 | 0.05% | +625+1.3% | 加碼 |
| Pavion Blue Capital, LLC | 49,472 | $396.4 萬 | 1.76% | −1,204−2.4% | 減碼 |
| IMS Capital Management | 49,517 | $396.7 萬 | 1.85% | +741+1.5% | 加碼 |
| Stonebridge Capital Advisors LLC | 49,819 | $399.2 萬 | 0.30% | −849−1.7% | 減碼 |
| Great Lakes Retirement, Inc. | 49,950 | $400.2 萬 | 0.47% | +18,961+61.2% | 加碼 |
| BDF-Gestion | 50,000 | $400.6 萬 | 0.45% | +50,000 | 新進 |
| SOL Capital Management CO | 50,313 | $403.1 萬 | 0.39% | −200−0.4% | 減碼 |
| 44 Wealth Management LLC | 50,465 | $404.3 萬 | 1.43% | −208−0.4% | 減碼 |
| Cohen Investment Advisors LLC | 50,576 | $405.2 萬 | 2.12% | +1,442+2.9% | 加碼 |
| Wetherby Asset Management Inc | 50,735 | $406.5 萬 | 0.18% | +50,735 | 新進 |
| Pitcairn Co | 50,798 | $407.0 萬 | 0.27% | −7,794−13.3% | 減碼 |
| Haverford Trust Co | 50,904 | $407.8 萬 | 0.04% | −4,248−7.7% | 減碼 |
| Slagle Financial, LLC | 50,908 | $407.9 萬 | 1.64% | +46,787+1,135.3% | 加碼 |
| Asio Capital, LLC | 51,146 | $409.8 萬 | 0.68% | +1,757+3.6% | 加碼 |
| Cynosure Management, LLC | 51,198 | $410.2 萬 | 0.46% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 51,200 | $410.2 萬 | 1.39% | +800+1.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 55,974 | $411.1 萬 | 0.19% | +14,715+35.7% | 加碼 |
| Focus Financial Network, Inc. | 51,320 | $411.2 萬 | 0.16% | −2,114−4.0% | 減碼 |
| Advisors Asset Management, Inc. | 51,363 | $411.5 萬 | 0.07% | −4,221−7.6% | 減碼 |
| Westfield Capital Management Co LP | 51,482 | $412.5 萬 | 0.02% | +51,482 | 新進 |
| AlphaStar Capital Management, LLC | 51,774 | $414.8 萬 | 0.29% | +51,774 | 新進 |
| Perkins Coie Trust Co | 51,812 | $415.1 萬 | 0.71% | −165−0.3% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51,835 | $415.3 萬 | 0.14% | +1,540+3.1% | 加碼 |
| Associated Banc-Corp | 51,853 | $415.4 萬 | 0.12% | −803−1.5% | 減碼 |
| Verdence Capital Advisors LLC | 51,919 | $416.0 萬 | 0.28% | +1,873+3.7% | 加碼 |
| Wedbush Securities Inc | 52,045 | $417.0 萬 | 0.15% | −29,132−35.9% | 減碼 |
| Valeo Financial Advisors, LLC | 52,108 | $417.5 萬 | 0.10% | +2,493+5.0% | 加碼 |
| Quad-Cities Investment Group, LLC | 52,238 | $418.5 萬 | 1.90% | −137−0.3% | 減碼 |
| Huntington National Bank | 52,680 | $422.1 萬 | 0.03% | +530+1.0% | 加碼 |
| Checchi Capital Advisers, LLC | 52,744 | $422.6 萬 | 0.29% | −2,751−5.0% | 減碼 |
| Vontobel Holding Ltd. | 52,873 | $423.6 萬 | 0.01% | −23,048−30.4% | 減碼 |
| Portside Wealth Group, LLC | 52,935 | $424.1 萬 | 0.63% | +1,745+3.4% | 加碼 |
| Norden Group LLC | 53,006 | $424.7 萬 | 0.46% | +1,609+3.1% | 加碼 |
| 3Chopt Investment Partners, LLC | 53,147 | $425.8 萬 | 1.02% | +1,857+3.6% | 加碼 |
| GAMMA Investing LLC | 53,302 | $427.1 萬 | 0.27% | +6,038+12.8% | 加碼 |
| Moors & Cabot, Inc. | 53,617 | $429.6 萬 | 0.20% | +4,854+10.0% | 加碼 |
| Forum Financial Management, LP | 53,886 | $431.7 萬 | 0.07% | −2,202−3.9% | 減碼 |
| Wynn Capital, LLC | 54,576 | $437.3 萬 | 2.33% | −160−0.3% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 54,679 | $438.1 萬 | 0.98% | +3,954+7.8% | 加碼 |
| Geneos Wealth Management Inc. | 54,907 | $439.9 萬 | 0.11% | +4,662+9.3% | 加碼 |
| Winton Group Ltd | 54,910 | $439.9 萬 | 0.22% | +26,897+96.0% | 加碼 |
| Summit Global Investments | 55,109 | $441.5 萬 | 0.26% | +55,109 | 新進 |
| Paradigm Asset Management Co LLC | 55,352 | $443.5 萬 | 1.09% | −9,000−14.0% | 減碼 |
| LGT Fund Management Co Ltd. | 55,885 | $447.8 萬 | 0.39% | −21,167−27.5% | 減碼 |
| Jackson Hole Capital Partners, LLC | 55,989 | $448.6 萬 | 0.82% | +4,111+7.9% | 加碼 |
| Lowe Brockenbrough & Co Inc | 56,642 | $453.8 萬 | 0.26% | +20.0% | 加碼 |
| Sigma Planning Corp | 56,835 | $455.4 萬 | 0.14% | +3,623+6.8% | 加碼 |
| Parcion Private Wealth LLC | 57,047 | $457.1 萬 | 0.33% | +131+0.2% | 加碼 |
| Signet Financial Management, LLC | 57,100 | $457.5 萬 | 0.57% | −230.0% | 減碼 |
| Bank of Stockton | 57,183 | $458.2 萬 | 1.36% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 57,406 | $459.9 萬 | 0.36% | −490−0.8% | 減碼 |
| Acadian Asset Management LLC | 57,719 | $462.1 萬 | 0.01% | −145,637−71.6% | 減碼 |
| Peapack Gladstone Financial Corp | 58,248 | $466.7 萬 | 0.07% | −4,814−7.6% | 減碼 |
| Shelton Capital Management | 58,404 | $467.9 萬 | 0.11% | −25,572−30.5% | 減碼 |
| Fayez Sarofim & Co | 58,816 | $471.2 萬 | 0.01% | +1,963+3.5% | 加碼 |
| Regions Financial Corp | 58,817 | $471.2 萬 | 0.03% | +8,093+16.0% | 加碼 |
| Sterling Capital Management LLC | 58,852 | $471.5 萬 | 0.07% | +2,243+4.0% | 加碼 |
| SG Americas Securities, LLC | 59,131 | $473.8 萬 | 0.02% | −4,846−7.6% | 減碼 |
| Dark Forest Capital Management LP | 59,275 | $474.9 萬 | 0.19% | +2,364+4.2% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 59,542 | $477.1 萬 | 2.61% | 00.0% | 不變 |
| Ethic Inc. | 60,381 | $480.0 萬 | 0.09% | +1,752+3.0% | 加碼 |
| Clayton Partners LLC | 60,017 | $480.9 萬 | 4.04% | −6,133−9.3% | 減碼 |
| Guardian Partners Inc. | 58,847 | $481.3 萬 | 0.43% | +1,500+2.6% | 加碼 |
| Quantitative Investment Management, LLC | 60,164 | $482.0 萬 | 0.65% | +35,476+143.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 60,591 | $485.5 萬 | 0.06% | −964−1.6% | 減碼 |
| Centaurus Financial, Inc. | 60,607 | $485.6 萬 | 0.28% | +23,549+63.5% | 加碼 |
| Drucker Wealth 3.0, LLC | 59,411 | $485.9 萬 | 0.94% | −22,591−27.5% | 減碼 |
| BWM Planning, LLC | 61,035 | $489.0 萬 | 1.68% | +1,020+1.7% | 加碼 |
| Balance Wealth, LLC | 61,531 | $493.0 萬 | 2.89% | −293−0.5% | 減碼 |
| Oldfather Financial Services, LLC | 61,759 | $494.8 萬 | 1.70% | +35+0.1% | 加碼 |
| Stevens Capital Management LP | 62,442 | $500.3 萬 | 1.36% | +30,093+93.0% | 加碼 |
| Signaturefd, LLC | 63,173 | $506.1 萬 | 0.09% | +1,019+1.6% | 加碼 |
| First National Advisers, LLC | 63,250 | $506.8 萬 | 0.74% | −250−0.4% | 減碼 |
| Waterloo Capital, L.P. | 63,398 | $507.9 萬 | 0.41% | +2,961+4.9% | 加碼 |
| Crestwood Advisors Group LLC | 63,546 | $509.1 萬 | 0.09% | −484−0.8% | 減碼 |
| Coldstream Capital Management Inc | 63,683 | $510.2 萬 | 0.08% | +11,578+22.2% | 加碼 |
| Cinctive Capital Management LP | 63,873 | $511.8 萬 | 0.29% | −164,102−72.0% | 減碼 |
| Oppenheimer & Co Inc | 64,056 | $513.2 萬 | 0.07% | −2,710−4.1% | 減碼 |
| Montag A & Associates Inc | 64,057 | $513.2 萬 | 0.25% | +13,682+27.2% | 加碼 |
| Robinson Value Management, Ltd. | 64,437 | $516.3 萬 | 3.24% | −437−0.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 64,985 | $520.7 萬 | 0.22% | +11,305+21.1% | 加碼 |
| Bessemer Group Inc | 65,049 | $521.3 萬 | 0.01% | +802+1.2% | 加碼 |
| Daymark Wealth Partners, LLC | 65,179 | $522.2 萬 | 0.20% | −1,336−2.0% | 減碼 |
| Pinnacle Financial Partners Inc | 65,522 | $525.0 萬 | 0.11% | −1,112−1.7% | 減碼 |