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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 65,820 | $527.4 萬 | 0.27% | +917+1.4% | 加碼 |
| Bradley Foster & Sargent Inc | 66,471 | $532.6 萬 | 0.08% | +620+0.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 66,950 | $536.4 萬 | 0.62% | +8,261+14.1% | 加碼 |
| SCS Capital Management LLC | 68,460 | $548.5 萬 | 0.06% | +27,952+69.0% | 加碼 |
| Bryn Mawr Trust Co | 68,691 | $550.4 萬 | 0.10% | −369−0.5% | 減碼 |
| Axxcess Wealth Management, LLC | 68,849 | $551.6 萬 | 0.13% | +18,124+35.7% | 加碼 |
| Richard Bernstein Advisors LLC | 69,170 | $554.2 萬 | 0.14% | −71−0.1% | 減碼 |
| Brighton Jones LLC | 69,194 | $554.4 萬 | 0.15% | +2,570+3.9% | 加碼 |
| Banco Santander, S.A. | 69,227 | $554.6 萬 | 0.05% | +202+0.3% | 加碼 |
| Bahl & Gaynor Inc | 69,531 | $557.1 萬 | 0.03% | −2,762−3.8% | 減碼 |
| Banque Cantonale Vaudoise | 70,079 | $561.5 萬 | 0.23% | −3,404−4.6% | 減碼 |
| King Luther Capital Management Corp | 70,087 | $561.5 萬 | 0.02% | +579+0.8% | 加碼 |
| Bard Financial Services, Inc. | 70,475 | $564.6 萬 | 0.67% | −2,040−2.8% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 70,696 | $566.4 萬 | 0.63% | −3,214−4.3% | 減碼 |
| Leonteq Securities AG | 70,923 | $568.2 萬 | 0.33% | +34,944+97.1% | 加碼 |
| Reliant Investment Management, LLC | 70,923 | $568.2 萬 | 2.46% | +70,923 | 新進 |
| Resources Investment Advisors, LLC. | 71,241 | $570.8 萬 | 0.06% | +3,695+5.5% | 加碼 |
| R.H. Investment Group, LLC | 71,381 | $571.9 萬 | 5.24% | −140−0.2% | 減碼 |
| Plato Investment Management Ltd | 71,929 | $574.2 萬 | 0.43% | +357+0.5% | 加碼 |
| Flputnam Investment Management Co | 72,171 | $578.2 萬 | 0.10% | +2,839+4.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 72,413 | $580.2 萬 | 0.02% | −6,345−8.1% | 減碼 |
| Synovus Financial Corp | 72,484 | $580.8 萬 | 0.07% | −1,472−2.0% | 減碼 |
| Greenleaf Trust | 72,506 | $580.9 萬 | 0.05% | −3,476−4.6% | 減碼 |
| Global Retirement Partners, LLC | 72,812 | $583.4 萬 | 0.14% | +72,812 | 新進 |
| Strategic Global Advisors, LLC | 72,909 | $584.1 萬 | 0.95% | +4,302+6.3% | 加碼 |
| Weik Capital Management | 73,533 | $589.1 萬 | 2.33% | −275−0.4% | 減碼 |
| Wealthspire Advisors, LLC | 74,492 | $596.8 萬 | 0.03% | −69,096−48.1% | 減碼 |
| RNC Capital Management LLC | 74,669 | $598.2 萬 | 0.29% | +15,716+26.7% | 加碼 |
| Woodward Diversified Capital, LLC | 74,837 | $599.6 萬 | 3.03% | −6,217−7.7% | 減碼 |
| HighMark Wealth Management LLC | 74,840 | $599.8 萬 | 2.93% | +290.0% | 加碼 |
| Culbertson A N & Co Inc | 75,096 | $601.7 萬 | 0.92% | +3,820+5.4% | 加碼 |
| Barr E S & Co | 75,862 | $607.8 萬 | 0.35% | −400−0.5% | 減碼 |
| TD Private Client Wealth LLC | 75,877 | $607.9 萬 | 0.15% | +1,836+2.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 76,490 | $612.8 萬 | 0.07% | −91,248−54.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 76,874 | $615.8 萬 | 0.19% | −438−0.6% | 減碼 |
| Vise Technologies, Inc. | 76,938 | $616.4 萬 | 0.25% | +76,938 | 新進 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $616.9 萬 | 0.73% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 78,022 | $625.1 萬 | 0.54% | +13,085+20.2% | 加碼 |
| First National Bank of Omaha | 78,447 | $628.5 萬 | 0.41% | −1,569−2.0% | 減碼 |
| Apollon Wealth Management, LLC | 78,652 | $630.2 萬 | 0.12% | −1,785−2.2% | 減碼 |
| AIA Group Ltd | 78,689 | $630.5 萬 | 0.14% | +8,050+11.4% | 加碼 |
| Ritholtz Wealth Management | 78,720 | $630.7 萬 | 0.14% | +8,422+12.0% | 加碼 |
| HighPoint Advisor Group LLC | 78,820 | $631.5 萬 | 0.34% | +1,789+2.3% | 加碼 |
| Kessler Investment Group, LLC | 78,961 | $632.6 萬 | 2.60% | −1,585−2.0% | 減碼 |
| Kingsview Wealth Management, LLC | 79,124 | $633.9 萬 | 0.11% | −191−0.2% | 減碼 |
| NBW Capital LLC | 79,332 | $635.6 萬 | 1.37% | −735−0.9% | 減碼 |
| L2 Asset Management, LLC | 79,691 | $638.5 萬 | 1.05% | +7,291+10.1% | 加碼 |
| Semmax Financial Advisors Inc. | 81,727 | $639.9 萬 | 1.65% | −2,415−2.9% | 減碼 |
| Twin Capital Management Inc | 80,148 | $642.1 萬 | 0.68% | +904+1.1% | 加碼 |
| Independent Advisor Alliance | 80,212 | $642.7 萬 | 0.19% | −1,720−2.1% | 減碼 |
| Twinbeech Capital LP | 80,341 | $643.7 萬 | 0.15% | +80,341 | 新進 |
| DMKC Advisory Services, LLC | 80,963 | $645.4 萬 | 3.38% | +24,299+42.9% | 加碼 |
| Van Eck Associates Corp | 80,681 | $646.4 萬 | 0.01% | +19,967+32.9% | 加碼 |
| Hamilton Capital Partners Inc. | 81,215 | $650.7 萬 | 0.33% | +8,016+11.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 81,710 | $654.7 萬 | 0.08% | +31,795+63.7% | 加碼 |
| Olstein Capital Management, L.P. | 82,000 | $657.0 萬 | 1.23% | −3,716−4.3% | 減碼 |
| Bleakley Financial Group, LLC | 82,382 | $660.0 萬 | 0.17% | +6,722+8.9% | 加碼 |
| Continental Advisors LLC | 83,106 | $665.8 萬 | 4.77% | 00.0% | 不變 |
| Erste Asset Management GmbH | 83,899 | $667.9 萬 | 0.06% | +83,899 | 新進 |
| NorthRock Partners, LLC | 83,501 | $669.0 萬 | 0.17% | +344+0.4% | 加碼 |
| Arrow Capital Pty Ltd | 54,954 | $672.0 萬 | 3.25% | +54,954 | 新進 |
| Oliver Luxxe Assets LLC | 84,180 | $674.4 萬 | 1.20% | +3,762+4.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 84,754 | $679.0 萬 | 0.13% | +2,704+3.3% | 加碼 |
| Mission Wealth Management, LP | 84,881 | $680.1 萬 | 0.15% | −1,500−1.7% | 減碼 |
| Hantz Financial Services, Inc. | 85,044 | $681.4 萬 | 0.11% | −3,384−3.8% | 減碼 |
| Mill Capital Management, LLC | 85,155 | $682.3 萬 | 0.53% | 00.0% | 不變 |
| Gibraltar Capital Management, Inc. | 85,475 | $684.8 萬 | 1.34% | −4,747−5.3% | 減碼 |
| Stephens Inc | 85,836 | $687.7 萬 | 0.09% | +2,224+2.7% | 加碼 |
| Vident Advisory, LLC | 85,884 | $688.1 萬 | 0.08% | +5,801+7.2% | 加碼 |
| Quadrant Capital Group LLC | 86,345 | $691.8 萬 | 0.25% | +21,718+33.6% | 加碼 |
| Western Financial Corp | 86,377 | $692.1 萬 | 3.71% | −9,835−10.2% | 減碼 |
| Wesleyan Assurance Society | 86,500 | $692.5 萬 | 0.45% | 00.0% | 不變 |
| XTX Topco Ltd | 87,666 | $702.4 萬 | 0.29% | +87,666 | 新進 |
| Hodges Capital Management Inc. | 87,689 | $702.6 萬 | 0.67% | +1,591+1.8% | 加碼 |
| Gifford Fong Associates | 88,052 | $705.5 萬 | 1.62% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 88,986 | $713.0 萬 | 0.20% | +88,986 | 新進 |
| Marathon Trading Investment Management LLC | 89,318 | $715.6 萬 | 4.29% | −5,000−5.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 89,537 | $717.4 萬 | 0.50% | −6,206−6.5% | 減碼 |
| Beacon Financial Group | 90,005 | $721.1 萬 | 0.75% | −5,435−5.7% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $728.3 萬 | 0.24% | 00.0% | 不變 |
| Umb Bank N A | 90,916 | $728.4 萬 | 0.11% | −3,124−3.3% | 減碼 |
| Black Cypress Capital Management, LLC | 90,987 | $729.0 萬 | 5.96% | −41,189−31.2% | 減碼 |
| Hennessy Advisors Inc | 91,000 | $729.1 萬 | 0.24% | −1,000−1.1% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 91,211 | $730.8 萬 | 2.61% | −565−0.6% | 減碼 |
| Twin Tree Management, LP | 91,314 | $731.6 萬 | 0.18% | +12,704+16.2% | 加碼 |
| Group One Trading, L.P. | 91,391 | $732.2 萬 | 0.24% | +88,781+3,401.6% | 加碼 |
| Trajan Wealth LLC | 91,685 | $734.6 萬 | 0.36% | +14,720+19.1% | 加碼 |
| Pensionmark Financial Group, LLC | 91,807 | $735.6 萬 | 0.17% | +4,167+4.8% | 加碼 |
| Assenagon Asset Management S.A. | 91,956 | $736.8 萬 | 0.01% | −664−0.7% | 減碼 |
| Savant Capital, LLC | 91,959 | $736.8 萬 | 0.05% | +3,556+4.0% | 加碼 |
| Dorsey Wright & Associates | 92,052 | $737.5 萬 | 1.75% | +64,535+234.5% | 加碼 |
| Oddo BHF Asset Management SAS | 92,064 | $737.6 萬 | 0.28% | −1,732−1.8% | 減碼 |
| Morgan Dempsey Capital Management LLC | 92,304 | $739.5 萬 | 3.09% | +18,661+25.3% | 加碼 |
| TownSquare Capital, LLC | 93,285 | $747.4 萬 | 0.73% | −352,835−79.1% | 減碼 |
| Winslow Asset Management Inc | 94,131 | $754.2 萬 | 1.52% | +980+1.1% | 加碼 |
| Alberta Investment Management Corp | 95,000 | $761.1 萬 | 0.06% | −75,363−44.2% | 減碼 |
| DRW Securities, LLC | 95,012 | $761.5 萬 | 0.54% | −15,738−14.2% | 減碼 |
| Quadrature Capital Ltd | 95,591 | $765.3 萬 | 0.13% | +95,591 | 新進 |
| Intact Investment Management Inc. | 95,700 | $766.7 萬 | 0.26% | −7,100−6.9% | 減碼 |
| Engineers Gate Manager LP | 96,223 | $770.9 萬 | 0.10% | +75,827+371.8% | 加碼 |