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 2,883 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
- 2,634
- 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 951 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $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 |
|---|---|---|---|---|---|
| Meadow Creek Wealth Advisors LLC | 3,824 | $30.6 萬 | 0.21% | +141+3.8% | 加碼 |
| Cottonwood Capital Advisors, LLC | 3,827 | $30.7 萬 | 0.21% | +3+0.1% | 加碼 |
| Financial Network Wealth Advisors LLC | 3,828 | $30.7 萬 | 0.37% | +13+0.3% | 加碼 |
| Petix & Botte Co | 3,828 | $30.7 萬 | 0.08% | 00.0% | 不變 |
| Madrona Financial Services, LLC | 3,830 | $30.7 萬 | 0.07% | +212+5.9% | 加碼 |
| Aviance Capital Partners, LLC | 3,831 | $30.7 萬 | 0.04% | −485−11.2% | 減碼 |
| Brandywine Oak Private Wealth LLC | 3,853 | $30.9 萬 | 0.03% | −7,084−64.8% | 減碼 |
| Thompson Davis & Co., Inc. | 3,856 | $30.9 萬 | 0.21% | +3,856 | 新進 |
| Sunpointe, LLC | 3,866 | $31.0 萬 | 0.12% | +178+4.8% | 加碼 |
| Cooper Capital Advisors LLC | 3,867 | $31.0 萬 | 0.30% | 00.0% | 不變 |
| Centennial Wealth Advisory LLC | 3,866 | $31.0 萬 | 0.10% | +61+1.6% | 加碼 |
| TCI Wealth Advisors, Inc. | 3,877 | $31.1 萬 | 0.02% | −64−1.6% | 減碼 |
| Fedenia Advisers LLC | 3,884 | $31.1 萬 | 0.15% | −13−0.3% | 減碼 |
| Cozad Asset Management Inc | 3,887 | $31.1 萬 | 0.03% | +727+23.0% | 加碼 |
| Vicus Capital | 3,888 | $31.2 萬 | 0.03% | +15+0.4% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 3,906 | $31.3 萬 | 0.07% | −124−3.1% | 減碼 |
| Wealth Management Partners, LLC | 3,805 | $31.3 萬 | 0.11% | +128+3.5% | 加碼 |
| First Financial Group Corp | 3,912 | $31.3 萬 | 0.31% | −697−15.1% | 減碼 |
| Paradigm Capital Management, LLC | 3,914 | $31.4 萬 | 0.31% | 00.0% | 不變 |
| Camden National Bank | 3,922 | $31.4 萬 | 0.05% | −117−2.9% | 減碼 |
| Financial Security Advisor, Inc. | 3,925 | $31.4 萬 | 0.07% | +86+2.2% | 加碼 |
| Financial Management Network Inc | 3,770 | $31.5 萬 | 0.06% | +3,770 | 新進 |
| Bell Investment Advisors, Inc | 3,944 | $31.6 萬 | 0.05% | +1,159+41.6% | 加碼 |
| Walleye Capital LLC | 3,945 | $31.6 萬 | 0.00% | −275,110−98.6% | 減碼 |
| Towerpoint Wealth, LLC | 3,946 | $31.6 萬 | 0.14% | 00.0% | 不變 |
| Ellenbecker Investment Group | 3,964 | $31.8 萬 | 0.05% | +20+0.5% | 加碼 |
| Buck Wealth Strategies, LLC | 3,970 | $31.8 萬 | 0.05% | +701+21.4% | 加碼 |
| 10Elms LLP | 3,971 | $31.8 萬 | 0.30% | +270+7.3% | 加碼 |
| First Pacific Financial | 3,979 | $31.9 萬 | 0.05% | −66−1.6% | 減碼 |
| Citizens Business Bank | 3,989 | $31.9 萬 | 0.06% | +645+19.3% | 加碼 |
| Walkner Condon Financial Advisors LLC | 3,988 | $31.9 萬 | 0.06% | +210+5.6% | 加碼 |
| United Bank | 4,000 | $32.0 萬 | 0.04% | 00.0% | 不變 |
| Epiq Partners, LLC | 4,000 | $32.0 萬 | 0.16% | 00.0% | 不變 |
| First Foundation Advisors | 4,003 | $32.1 萬 | 0.01% | +4,003 | 新進 |
| tru Independence LLC | 4,009 | $32.1 萬 | 0.09% | −250−5.9% | 減碼 |
| Investment Advisory Group, LLC | 4,011 | $32.1 萬 | 0.10% | +804+25.1% | 加碼 |
| James Hambro & Partners | 4,019 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Capital Analysts, LLC | 4,007 | $32.2 萬 | 0.01% | +4+0.1% | 加碼 |
| Peddock Capital Advisors, LLC | 4,024 | $32.2 萬 | 0.07% | 00.0% | 不變 |
| LifeWealth Investments, LLC | 4,030 | $32.3 萬 | 0.06% | +4,030 | 新進 |
| Power Wealth Management LLC | 4,031 | $32.3 萬 | 0.12% | +593+17.2% | 加碼 |
| HFG Advisors, Inc. | 4,038 | $32.4 萬 | 0.26% | +4,038 | 新進 |
| Twin Focus Capital Partners, LLC | 4,047 | $32.4 萬 | 0.05% | 00.0% | 不變 |
| Stordahl Capital Management, Inc. | 4,047 | $32.4 萬 | 0.07% | 00.0% | 不變 |
| Ssi Investment Management LLC | 4,057 | $32.5 萬 | 0.02% | −2,805−40.9% | 減碼 |
| Tyler-Stone Wealth Management | 4,069 | $32.6 萬 | 0.05% | −287−6.6% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 4,075 | $32.7 萬 | 0.18% | −76−1.8% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 4,079 | $32.7 萬 | 0.05% | −12−0.3% | 減碼 |
| Heritage Investors Management Corp | 4,081 | $32.7 萬 | 0.01% | +4,081 | 新進 |
| EdgeRock Capital LLC | 4,083 | $32.7 萬 | 0.10% | +4,083 | 新進 |
| Sargent Investment Group, LLC | 4,220 | $32.8 萬 | 0.04% | −35−0.8% | 減碼 |
| Magnolia Capital Advisors LLC | 4,089 | $32.8 萬 | 0.08% | +521+14.6% | 加碼 |
| Abundance Wealth Counselors | 4,093 | $32.8 萬 | 0.06% | +1,000+32.3% | 加碼 |
| Keynote Financial Services LLC | 4,100 | $32.8 萬 | 0.22% | −125−3.0% | 減碼 |
| Levin Capital Strategies, L.P. | 4,100 | $32.8 萬 | 0.03% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 4,101 | $32.9 萬 | 0.08% | 00.0% | 不變 |
| KFG Wealth Management, LLC | 4,123 | $33.0 萬 | 0.05% | +4,123 | 新進 |
| Northcape Wealth Management, LLC | 4,138 | $33.2 萬 | 0.10% | +1,091+35.8% | 加碼 |
| Tillman Hartley LLC | 4,147 | $33.2 萬 | 0.09% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 4,153 | $33.3 萬 | 0.06% | +20.0% | 加碼 |
| Bernardo Wealth Planning LLC | 4,156 | $33.3 萬 | 0.07% | +54+1.3% | 加碼 |
| Centerpoint Advisory Group | 4,159 | $33.3 萬 | 0.29% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 4,160 | $33.3 萬 | 0.06% | +32+0.8% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,168 | $33.4 萬 | 0.00% | −216−4.9% | 減碼 |
| Grove Bank & Trust | 4,168 | $33.4 萬 | 0.04% | +120+3.0% | 加碼 |
| Laraway Financial Inc | 4,180 | $33.5 萬 | 0.25% | 00.0% | 不變 |
| West Michigan Advisors, LLC | 4,181 | $33.5 萬 | 0.09% | +11+0.3% | 加碼 |
| Romano Brothers and Company | 4,203 | $33.7 萬 | 0.04% | 00.0% | 不變 |
| Consolidated Planning Corp | 4,213 | $33.8 萬 | 0.04% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 4,217 | $33.8 萬 | 0.10% | +78+1.9% | 加碼 |
| Weinberger Asset Management, Inc | 4,221 | $33.8 萬 | 0.13% | −50−1.2% | 減碼 |
| Gillespie Robinson & Grimm Inc | 4,225 | $33.9 萬 | 0.03% | −550−11.5% | 減碼 |
| Verity & Verity, LLC | 4,230 | $33.9 萬 | 0.03% | 00.0% | 不變 |
| Chesapeake Wealth Management | 4,240 | $34.0 萬 | 0.11% | −100−2.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 4,257 | $34.1 萬 | 0.02% | +252+6.3% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 4,275 | $34.3 萬 | 0.16% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 4,278 | $34.3 萬 | 0.08% | +1,584+58.8% | 加碼 |
| IFG Advisors, LLC | 4,280 | $34.3 萬 | 0.06% | +10.0% | 加碼 |
| Destination Wealth Management | 4,291 | $34.4 萬 | 0.01% | −495−10.3% | 減碼 |
| Ameliora Wealth Management Ltd. | 4,294 | $34.4 萬 | 0.12% | 00.0% | 不變 |
| Ballast, Inc. | 4,295 | $34.4 萬 | 0.09% | −1,395−24.5% | 減碼 |
| Impact Capital Partners LLC | 4,298 | $34.4 萬 | 0.11% | +330+8.3% | 加碼 |
| Professional Financial Advisors, LLC | 4,321 | $34.6 萬 | 0.08% | +22+0.5% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 4,324 | $34.6 萬 | 0.11% | −312−6.7% | 減碼 |
| Evolution Advisers, Inc. | 4,334 | $34.7 萬 | 0.17% | −108−2.4% | 減碼 |
| Leuthold Group, LLC | 4,334 | $34.7 萬 | 0.04% | −368−7.8% | 減碼 |
| Family Management Corp | 4,336 | $34.7 萬 | 0.05% | +4,336 | 新進 |
| Omnia Family Wealth, LLC | 4,349 | $34.8 萬 | 0.13% | +360+9.0% | 加碼 |
| Brown Miller Wealth Management, LLC | 4,364 | $35.0 萬 | 0.11% | +4,364 | 新進 |
| Integrity Wealth Advisors, Inc. | 4,368 | $35.0 萬 | 0.24% | −42−1.0% | 減碼 |
| Caldwell Sutter Capital, Inc. | 4,369 | $35.0 萬 | 0.16% | −148−3.3% | 減碼 |
| Seeds Investor LLC | 4,385 | $35.1 萬 | 0.08% | +620+16.5% | 加碼 |
| Stonebrook Private Inc. | 4,393 | $35.2 萬 | 0.08% | −108−2.4% | 減碼 |
| Accelerate Investment Advisors LLC | 4,393 | $35.2 萬 | 0.26% | −456−9.4% | 減碼 |
| Ignite Planners, LLC | 4,366 | $35.2 萬 | 0.06% | −29−0.7% | 減碼 |
| Kelly Lawrence W & Associates Inc | 4,400 | $35.3 萬 | 0.09% | 00.0% | 不變 |
| Prairiewood Capital, LLC | 4,400 | $35.3 萬 | 0.13% | 00.0% | 不變 |
| CRA Financial Services, LLC | 4,402 | $35.3 萬 | 0.05% | +523+13.5% | 加碼 |
| Lewis Asset Management, LLC | 4,407 | $35.3 萬 | 0.17% | +4,407 | 新進 |
| Colonial Trust Advisors | 4,409 | $35.3 萬 | 0.03% | +529+13.6% | 加碼 |