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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 30,171 | $241.7 萬 | 0.06% | +1,422+4.9% | 加碼 |
| Evergreen Capital Management LLC | 30,038 | $240.7 萬 | 0.07% | +465+1.6% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 30,000 | $240.4 萬 | 0.23% | +30,000 | 新進 |
| Snowden Capital Advisors LLC | 29,981 | $240.2 萬 | 0.07% | +3,347+12.6% | 加碼 |
| Pacifica Partners Inc. | 30,193 | $240.0 萬 | 0.97% | +455+1.5% | 加碼 |
| Triangle Securities Wealth Management | 29,899 | $239.5 萬 | 0.59% | −4,708−13.6% | 減碼 |
| Xcel Wealth Management, LLC | 29,875 | $239.4 萬 | 0.68% | +306+1.0% | 加碼 |
| YHB Investment Advisors, Inc. | 29,839 | $239.1 萬 | 0.18% | −2,153−6.7% | 減碼 |
| Coppell Advisory Solutions LLC | 30,068 | $239.0 萬 | 0.29% | −5,603−15.7% | 減碼 |
| Cary Street Partners Financial LLC | 29,768 | $238.5 萬 | 0.07% | +16,239+120.0% | 加碼 |
| Roxbury Financial LLC | 29,727 | $238.2 萬 | 2.32% | −249−0.8% | 減碼 |
| Shelton Wealth Management, LLC | 29,675 | $237.8 萬 | 1.20% | +21+0.1% | 加碼 |
| Laurion Capital Management LP | 29,660 | $237.6 萬 | 0.27% | +29,660 | 新進 |
| Tradition Wealth Management, LLC | 29,611 | $237.2 萬 | 0.19% | −809−2.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,610 | $237.2 萬 | 0.05% | +799+2.8% | 加碼 |
| Neville Rodie & Shaw Inc | 29,602 | $237.1 萬 | 0.18% | −3,821−11.4% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 29,539 | $236.7 萬 | 0.17% | +22,176+301.2% | 加碼 |
| Lawson Kroeker Investment Management Inc | 29,445 | $235.9 萬 | 0.44% | +1,771+6.4% | 加碼 |
| Massmutual Trust Co FSB | 29,263 | $234.5 萬 | 0.06% | +462+1.6% | 加碼 |
| Carret Asset Management, LLC | 29,112 | $233.2 萬 | 0.25% | −610−2.1% | 減碼 |
| Argent Advisors, Inc. | 28,949 | $231.9 萬 | 0.72% | +316+1.1% | 加碼 |
| Diversify Wealth Management, LLC | 29,154 | $231.7 萬 | 0.14% | −524−1.8% | 減碼 |
| Private Wealth Asset Management, LLC | 28,886 | $231.4 萬 | 0.31% | −2,626−8.3% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 28,810 | $230.8 萬 | 0.07% | +270+0.9% | 加碼 |
| Sit Investment Associates Inc | 28,700 | $229.9 萬 | 0.05% | +28,700 | 新進 |
| Rothschild Investment LLC | 28,666 | $229.7 萬 | 0.14% | −33−0.1% | 減碼 |
| Round Hill Asset Management | 28,442 | $227.9 萬 | 1.54% | −555−1.9% | 減碼 |
| First Citizens Bank & Trust Co | 28,257 | $226.4 萬 | 0.04% | −8,375−22.9% | 減碼 |
| Mystic Asset Management, Inc. | 28,235 | $226.2 萬 | 0.55% | +215+0.8% | 加碼 |
| N.E.W. Advisory Services LLC | 28,181 | $225.8 萬 | 0.22% | −1,655−5.5% | 減碼 |
| London Co of Virginia | 28,141 | $225.5 萬 | 0.01% | −164−0.6% | 減碼 |
| Potomac Fund Management Inc | 28,146 | $224.9 萬 | 0.13% | −404−1.4% | 減碼 |
| Arete Wealth Advisors, LLC | 28,031 | $224.6 萬 | 0.16% | −13,019−31.7% | 減碼 |
| Blue Capital, Inc. | 28,003 | $224.4 萬 | 1.59% | +28,003 | 新進 |
| Peak Asset Management, LLC | 27,909 | $223.6 萬 | 0.41% | +196+0.7% | 加碼 |
| Mach-1 Financial Group, Inc. | 27,842 | $223.1 萬 | 0.65% | −14,997−35.0% | 減碼 |
| Sustainable Insight Capital Management, LLC | 27,626 | $221.3 萬 | 1.00% | −40,678−59.6% | 減碼 |
| Equitable Trust Co | 27,586 | $221.0 萬 | 0.11% | +1,719+6.6% | 加碼 |
| Wright Investors Service Inc | 27,526 | $220.5 萬 | 0.67% | +8,045+41.3% | 加碼 |
| Islay Capital Management, LLC | 27,395 | $219.5 萬 | 1.41% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 27,339 | $219.0 萬 | 0.64% | +686+2.6% | 加碼 |
| Private Trust Co NA | 27,284 | $218.6 萬 | 0.21% | +916+3.5% | 加碼 |
| Guerra Advisors Inc | 26,845 | $215.1 萬 | 1.02% | +4,534+20.3% | 加碼 |
| Diversified Trust Co | 26,779 | $214.6 萬 | 0.05% | −7,808−22.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 26,685 | $213.8 萬 | 0.07% | −4,690−14.9% | 減碼 |
| Legacy Financial Advisors, Inc. | 26,680 | $213.8 萬 | 0.33% | +8,376+45.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 26,655 | $213.6 萬 | 0.05% | −150−0.6% | 減碼 |
| Highland Capital Management, LLC | 26,586 | $213.0 萬 | 0.12% | −1,015−3.7% | 減碼 |
| Arkadios Wealth Advisors | 26,399 | $211.5 萬 | 0.06% | +1,676+6.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 26,168 | $209.7 萬 | 0.10% | −38,361−59.4% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 26,067 | $208.9 萬 | 0.16% | +3,136+13.7% | 加碼 |
| Conning Inc. | 26,054 | $208.7 萬 | 0.07% | −849−3.2% | 減碼 |
| Archford Capital Strategies, LLC | 25,992 | $208.2 萬 | 0.27% | +7,361+39.5% | 加碼 |
| Everett Harris & Co | 25,921 | $207.7 萬 | 0.03% | −1,600−5.8% | 減碼 |
| Pictet Bank & Trust Ltd | 25,918 | $207.7 萬 | 2.43% | +264+1.0% | 加碼 |
| CWC Advisors, LLC. | 25,886 | $207.4 萬 | 1.07% | +692+2.7% | 加碼 |
| Silvercrest Asset Management Group LLC | 25,771 | $206.5 萬 | 0.01% | +1,115+4.5% | 加碼 |
| Howard Capital Management Inc. | 25,768 | $206.5 萬 | 0.03% | +2,928+12.8% | 加碼 |
| Syon Capital LLC | 25,711 | $206.0 萬 | 0.14% | +3,212+14.3% | 加碼 |
| Drive Wealth Management, LLC | 25,516 | $204.4 萬 | 0.45% | −125−0.5% | 減碼 |
| Diversify Advisory Services, LLC | 25,718 | $204.4 萬 | 0.08% | +8,714+51.2% | 加碼 |
| Adviser Investments LLC | 25,431 | $203.8 萬 | 0.03% | +6,869+37.0% | 加碼 |
| Trinity Financial Advisors LLC | 25,384 | $203.4 萬 | 0.62% | −94−0.4% | 減碼 |
| Resources Management Corp | 25,303 | $202.7 萬 | 0.28% | −687−2.6% | 減碼 |
| Chemistry Wealth Management LLC | 25,049 | $200.7 萬 | 0.43% | −148−0.6% | 減碼 |
| Strategic Planning Group, LLC | 25,017 | $200.4 萬 | 0.33% | +21,981+724.0% | 加碼 |
| CMT Capital Markets Trading GmbH | 25,000 | $200.3 萬 | 0.96% | +14,250+132.6% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 24,987 | $200.2 萬 | 0.05% | +452+1.8% | 加碼 |
| Premier Path Wealth Partners, LLC | 24,959 | $200.0 萬 | 0.28% | +1,593+6.8% | 加碼 |
| Jeppson Wealth Management, LLC | 24,910 | $199.6 萬 | 0.69% | −70−0.3% | 減碼 |
| West Branch Capital LLC | 24,899 | $199.5 萬 | 0.59% | +2,808+12.7% | 加碼 |
| Pinnacle Bancorp, Inc. | 24,869 | $199.3 萬 | 0.61% | −837−3.3% | 減碼 |
| BLI - Banque de Luxembourg Investments | 25,000 | $198.7 萬 | 0.06% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 24,708 | $198.0 萬 | 0.06% | +6,596+36.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 24,689 | $197.8 萬 | 0.04% | −4,255−14.7% | 減碼 |
| Laurel Wealth Advisors LLC | 24,635 | $197.4 萬 | 0.30% | +300+1.2% | 加碼 |
| Soltis Investment Advisors LLC | 24,599 | $197.1 萬 | 0.15% | +459+1.9% | 加碼 |
| Smartleaf Asset Management LLC | 24,695 | $196.3 萬 | 0.17% | −3,467−12.3% | 減碼 |
| Cito Capital Group, LLC | 24,503 | $196.3 萬 | 0.68% | +3,000+14.0% | 加碼 |
| LOM Asset Management Ltd | 24,495 | $196.3 萬 | 0.66% | +24,495 | 新進 |
| NBC Securities, Inc. | 24,422 | $195.6 萬 | 0.16% | +631+2.7% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 24,370 | $195.3 萬 | 0.35% | −92,189−79.1% | 減碼 |
| Meridian Investment Counsel Inc. | 24,295 | $194.7 萬 | 0.53% | 00.0% | 不變 |
| Cadinha & Co LLC | 24,184 | $193.8 萬 | 0.32% | +30+0.1% | 加碼 |
| Mutual Advisors, LLC | 22,940 | $193.4 萬 | 0.05% | +316+1.4% | 加碼 |
| National Philanthropic Trust | 24,125 | $193.3 萬 | 0.03% | +44+0.2% | 加碼 |
| Insight Advisors, LLC | 24,098 | $193.1 萬 | 0.31% | +25+0.1% | 加碼 |
| Vista Investment Management | 23,998 | $192.3 萬 | 0.71% | −267−1.1% | 減碼 |
| Meridian Wealth Management, LLC | 23,962 | $192.0 萬 | 0.08% | +4,986+26.3% | 加碼 |
| Leavell Investment Management, Inc. | 23,932 | $191.7 萬 | 0.09% | +2,200+10.1% | 加碼 |
| Aventura Private Wealth, LLC | 23,898 | $191.5 萬 | 0.83% | −640−2.6% | 減碼 |
| FOCUS Wealth Advisors, LLC | 23,877 | $191.3 萬 | 0.99% | +352+1.5% | 加碼 |
| Kestra Investment Management, LLC | 24,725 | $191.3 萬 | 0.03% | +16,545+202.3% | 加碼 |
| OneAscent Financial Services LLC | 23,605 | $190.9 萬 | 0.14% | −26,269−52.7% | 減碼 |
| Abn Amro Investment Solutions | 23,730 | $190.1 萬 | 0.04% | +23,730 | 新進 |
| First Horizon Advisors, Inc. | 23,715 | $190.0 萬 | 0.05% | −665−2.7% | 減碼 |
| Fiduciary Group LLC | 23,694 | $189.8 萬 | 0.18% | +20.0% | 加碼 |
| Aviso Wealth Management | 23,524 | $188.5 萬 | 0.88% | −589−2.4% | 減碼 |
| Integrated Advisors Network LLC | 23,496 | $188.3 萬 | 0.09% | +59+0.3% | 加碼 |
| Independent Financial Group, LLC | 23,480 | $188.1 萬 | 0.05% | −3,263−12.2% | 減碼 |