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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 4,412 | $35.3 萬 | 0.03% | +1,214+38.0% | 加碼 |
| Check Capital Management Inc | 4,413 | $35.4 萬 | 0.02% | −500−10.2% | 減碼 |
| Bill Few Associates, Inc. | 4,419 | $35.4 萬 | 0.10% | −68−1.5% | 減碼 |
| Formidable Asset Management, LLC | 4,934 | $35.4 萬 | 0.06% | 00.0% | 不變 |
| Warwick Investment Management, Inc. | 4,421 | $35.4 萬 | 0.07% | −947−17.6% | 減碼 |
| First American Bank | 4,422 | $35.4 萬 | 0.02% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 4,438 | $35.6 萬 | 0.02% | −1,790−28.7% | 減碼 |
| Osterweis Capital Management Inc | 4,457 | $35.7 萬 | 0.02% | +2,464+123.6% | 加碼 |
| Southland Equity Partners LLC | 4,466 | $35.8 萬 | 0.08% | +6+0.1% | 加碼 |
| Johnson & White Wealth Management, LLC | 4,474 | $35.8 萬 | 0.18% | +24+0.5% | 加碼 |
| Waldron Private Wealth LLC | 4,469 | $35.8 萬 | 0.02% | −202−4.3% | 減碼 |
| Charter Trust Co | 4,480 | $35.9 萬 | 0.02% | 00.0% | 不變 |
| Private Wealth Group, LLC | 4,490 | $36.0 萬 | 0.19% | +320+7.7% | 加碼 |
| Optiver Holding B.V. | 4,493 | $36.0 萬 | 0.01% | −151,880−97.1% | 減碼 |
| GW&K Investment Management, LLC | 4,490 | $36.0 萬 | 0.00% | +561+14.3% | 加碼 |
| MKT Advisors LLC | 4,420 | $36.0 萬 | 0.14% | −304−6.4% | 減碼 |
| Concentrum Wealth Management | 4,496 | $36.0 萬 | 0.11% | −65−1.4% | 減碼 |
| Strategy Asset Managers LLC | 4,498 | $36.0 萬 | 0.07% | +4,498 | 新進 |
| Dempze Nancy E | 4,500 | $36.1 萬 | 0.21% | −200−4.3% | 減碼 |
| North Berkeley Wealth Management, LLC | 4,511 | $36.1 萬 | 0.33% | −2,186−32.6% | 減碼 |
| True Vision MN LLC | 4,525 | $36.3 萬 | 0.20% | +138+3.1% | 加碼 |
| Integral Investment Advisors, Inc. | 4,538 | $36.4 萬 | 0.10% | 00.0% | 不變 |
| Three Bridge Wealth Advisors, LLC | 4,538 | $36.4 萬 | 0.10% | +4,538 | 新進 |
| Wealth Alliance Advisory Group, LLC | 4,556 | $36.5 萬 | 0.07% | 00.0% | 不變 |
| Prentiss Smith & Co Inc | 4,560 | $36.5 萬 | 0.22% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 4,564 | $36.6 萬 | 0.03% | +4,564 | 新進 |
| Summit Wealth Group LLC | 4,579 | $36.7 萬 | 0.09% | +4,579 | 新進 |
| CoreFirst Bank & Trust | 4,585 | $36.7 萬 | 0.21% | −340−6.9% | 減碼 |
| Beacon Financial Advisory LLC | 4,598 | $36.8 萬 | 0.10% | +961+26.4% | 加碼 |
| Revolve Wealth Partners, LLC | 4,617 | $37.0 萬 | 0.05% | −134−2.8% | 減碼 |
| Vaughan David Investments LLC | 4,613 | $37.0 萬 | 0.01% | +244+5.6% | 加碼 |
| First Western Trust Bank | 4,622 | $37.0 萬 | 0.02% | −19−0.4% | 減碼 |
| Samalin Investment Counsel, LLC | 4,624 | $37.1 萬 | 0.14% | −227−4.7% | 減碼 |
| Apexium Financial, LP | 4,628 | $37.1 萬 | 0.02% | +668+16.9% | 加碼 |
| Bruce G. Allen Investments, LLC | 4,640 | $37.2 萬 | 0.28% | +53+1.2% | 加碼 |
| Caliber Wealth Management, LLC | 4,656 | $37.3 萬 | 0.04% | +138+3.1% | 加碼 |
| Buckhead Capital Management LLC | 4,664 | $37.4 萬 | 0.14% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 4,665 | $37.4 萬 | 0.05% | −5,888−55.8% | 減碼 |
| Alternative Investment Advisors, LLC. | 4,671 | $37.4 萬 | 0.19% | +15+0.3% | 加碼 |
| Cardinal Point Capital Management, ULC | 4,675 | $37.5 萬 | 0.03% | +4,675 | 新進 |
| Ellevest, Inc. | 4,679 | $37.5 萬 | 0.06% | −452−8.8% | 減碼 |
| ORG Partners LLC | 4,619 | $37.5 萬 | 0.08% | +3,086+201.3% | 加碼 |
| Ariadne Wealth Management, LP | 4,795 | $37.6 萬 | 0.18% | +1,351+39.2% | 加碼 |
| Founders Capital Management | 4,697 | $37.6 萬 | 0.23% | −245−5.0% | 減碼 |
| Partners Wealth Management, LLC | 5,281 | $37.7 萬 | 0.43% | 00.0% | 不變 |
| AlTi Global, Inc. | 4,680 | $37.7 萬 | 0.01% | −752−13.8% | 減碼 |
| High Net Worth Advisory Group LLC | 4,700 | $37.7 萬 | 0.10% | +4,700 | 新進 |
| Genesis Private Wealth, LLC | 4,715 | $37.8 萬 | 0.18% | +1,621+52.4% | 加碼 |
| New Wave Wealth Advisors LLC | 4,718 | $37.8 萬 | 0.16% | −47−1.0% | 減碼 |
| Gradient Capital Advisors, LLC | 4,720 | $37.8 萬 | 0.11% | +580+14.0% | 加碼 |
| O'Rourke & Company, Inc | 4,732 | $37.9 萬 | 0.18% | +3+0.1% | 加碼 |
| Gould Asset Management LLC | 4,757 | $38.1 萬 | 0.07% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 4,766 | $38.2 萬 | 0.02% | +10.0% | 加碼 |
| Tounjian Advisory Partners, LLC | 5,322 | $38.2 萬 | 0.07% | −136−2.5% | 減碼 |
| Talisman Wealth Advisors LLC | 4,775 | $38.3 萬 | 0.35% | +200+4.4% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,800 | $38.5 萬 | 0.20% | +300+6.7% | 加碼 |
| Beta Wealth Group, Inc. | 4,802 | $38.5 萬 | 0.14% | +102+2.2% | 加碼 |
| Argyle Capital Partners, LLC | 4,807 | $38.5 萬 | 0.32% | +262+5.8% | 加碼 |
| GFS Advisors, LLC | 4,812 | $38.6 萬 | 0.05% | 00.0% | 不變 |
| MinichMacGregor Wealth Management, LLC | 4,845 | $38.8 萬 | 0.08% | 00.0% | 不變 |
| Successful Portfolios LLC | 4,845 | $38.8 萬 | 0.24% | +10.0% | 加碼 |
| Brewster Financial Planning LLC | 4,848 | $38.8 萬 | 0.26% | +22+0.5% | 加碼 |
| Jacksonville Wealth Management, LLC | 4,850 | $38.9 萬 | 0.31% | 00.0% | 不變 |
| Oak Hill Wealth Advisors, LLC | 4,763 | $38.9 萬 | 0.08% | +44+0.9% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 4,867 | $39.0 萬 | 0.10% | −837−14.7% | 減碼 |
| Harvest Investment Services, LLC | 4,876 | $39.1 萬 | 0.09% | +164+3.5% | 加碼 |
| Plante Moran Financial Advisors, LLC | 4,877 | $39.1 萬 | 0.03% | +12+0.2% | 加碼 |
| Kesler, Norman & Wride, LLC | 4,881 | $39.1 萬 | 0.07% | +25+0.5% | 加碼 |
| Green Square Capital Advisors LLC | 4,884 | $39.1 萬 | 0.05% | 00.0% | 不變 |
| AA Financial Advisors, LLC | 4,898 | $39.2 萬 | 0.08% | +1,791+57.6% | 加碼 |
| Sachetta, LLC | 4,899 | $39.3 萬 | 0.16% | +109+2.3% | 加碼 |
| 49 Wealth Management, LLC | 4,902 | $39.3 萬 | 0.04% | +33+0.7% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 4,907 | $39.3 萬 | 0.11% | +202+4.3% | 加碼 |
| Klingenstein Fields & Co LP | 4,918 | $39.4 萬 | 0.02% | −288−5.5% | 減碼 |
| Chapin Davis, Inc. | 4,923 | $39.4 萬 | 0.11% | −15−0.3% | 減碼 |
| R Squared Ltd | 4,927 | $39.5 萬 | 0.22% | +4,927 | 新進 |
| Salomon & Ludwin, LLC | 4,796 | $39.5 萬 | 0.04% | −353−6.9% | 減碼 |
| CoreCap Advisors, LLC | 4,938 | $39.6 萬 | 0.02% | −2,155−30.4% | 減碼 |
| Founders Financial Alliance, LLC | 4,942 | $39.6 萬 | 0.09% | −1,479−23.0% | 減碼 |
| Howard Capital Management Group, LLC | 4,950 | $39.7 萬 | 0.03% | −500−9.2% | 減碼 |
| Paradigm Financial Partners, LLC | 4,962 | $39.8 萬 | 0.04% | +804+19.3% | 加碼 |
| WSFS Capital Management, LLC | 4,963 | $39.8 萬 | 0.02% | +511+11.5% | 加碼 |
| KWB Wealth | 5,541 | $39.8 萬 | 0.05% | −195−3.4% | 減碼 |
| Maripau Wealth Management LLC | 4,988 | $40.0 萬 | 0.20% | +600+13.7% | 加碼 |
| Quantum Financial Advisors, LLC | 4,994 | $40.0 萬 | 0.05% | −4−0.1% | 減碼 |
| Golden State Wealth Management, LLC | 4,995 | $40.0 萬 | 0.05% | −80−1.6% | 減碼 |
| Sand Hill Global Advisors, LLC | 4,997 | $40.0 萬 | 0.01% | +10+0.2% | 加碼 |
| Quinn Opportunity Partners LLC | 5,000 | $40.1 萬 | 0.03% | −43,471−89.7% | 減碼 |
| Puzo Michael J | 5,000 | $40.1 萬 | 0.11% | 00.0% | 不變 |
| Ruffer LLP | 5,000 | $40.1 萬 | 0.02% | 00.0% | 不變 |
| Walker Asset Management, LLC | 5,006 | $40.1 萬 | 0.23% | +23+0.5% | 加碼 |
| Sentinus, LLC | 5,016 | $40.2 萬 | 0.10% | +230+4.8% | 加碼 |
| Willner & Heller, LLC | 5,050 | $40.5 萬 | 0.34% | +27+0.5% | 加碼 |
| Moloney Securities Asset Management, LLC | 5,054 | $40.5 萬 | 0.05% | −212−4.0% | 減碼 |
| Fortem Financial Group, LLC | 5,059 | $40.5 萬 | 0.13% | −1,700−25.2% | 減碼 |
| Ewa, LLC | 5,075 | $40.7 萬 | 0.13% | +21+0.4% | 加碼 |
| Symphony Financial, Ltd. Co. | 5,038 | $40.7 萬 | 0.05% | +5,038 | 新進 |
| Birch Hill Investment Advisors LLC | 5,079 | $40.7 萬 | 0.02% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 5,094 | $40.8 萬 | 0.00% | −209,444−97.6% | 減碼 |
| Burt Wealth Advisors | 5,101 | $40.9 萬 | 0.09% | 00.0% | 不變 |