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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 18,009 | $144.3 萬 | 0.05% | +131+0.7% | 加碼 |
| Barbara Oil Co. | 18,000 | $144.2 萬 | 0.57% | 00.0% | 不變 |
| First National Trust Co | 17,878 | $143.2 萬 | 0.05% | −312−1.7% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 17,860 | $143.1 萬 | 0.45% | +27+0.2% | 加碼 |
| RIA Advisory Group LLC | 17,846 | $143.0 萬 | 0.42% | +30.0% | 加碼 |
| Keel Point, LLC | 17,820 | $142.8 萬 | 0.09% | +3,677+26.0% | 加碼 |
| Keystone Financial Services | 17,800 | $142.6 萬 | 0.49% | +419+2.4% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 17,796 | $142.6 萬 | 0.03% | −19,268−52.0% | 減碼 |
| Jacobi Capital Management LLC | 17,766 | $142.3 萬 | 0.09% | +182+1.0% | 加碼 |
| Dakota Wealth Management | 17,712 | $141.9 萬 | 0.03% | +483+2.8% | 加碼 |
| Wharton Business Group, LLC | 17,695 | $141.8 萬 | 0.06% | 00.0% | 不變 |
| GAM Holding AG | 17,670 | $141.6 萬 | 0.10% | +17,670 | 新進 |
| Accredited Investors Inc. | 17,662 | $141.5 萬 | 0.08% | +3,055+20.9% | 加碼 |
| Affinity Investment Advisors, LLC | 17,644 | $141.4 萬 | 1.07% | −1,374−7.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 17,637 | $141.3 萬 | 0.12% | +76+0.4% | 加碼 |
| Essex Savings Bank | 17,632 | $141.3 萬 | 0.34% | −18−0.1% | 減碼 |
| Hedges Asset Management LLC | 17,500 | $140.2 萬 | 1.13% | −6,000−25.5% | 減碼 |
| Garrison Point Advisors, LLC | 17,434 | $139.7 萬 | 0.64% | −100−0.6% | 減碼 |
| Harold Davidson & Associates Inc. | 17,421 | $139.6 萬 | 0.90% | +17,421 | 新進 |
| BBR Partners, LLC | 17,409 | $139.5 萬 | 0.09% | −30−0.2% | 減碼 |
| Belpointe Asset Management LLC | 17,390 | $139.3 萬 | 0.06% | +5,621+47.8% | 加碼 |
| StoneX Group Inc. | 17,357 | $139.1 萬 | 0.07% | +3,410+24.4% | 加碼 |
| Headlands Technologies LLC | 17,354 | $139.0 萬 | 0.17% | −49,764−74.1% | 減碼 |
| Delap Wealth Advisory, LLC | 17,337 | $138.9 萬 | 0.67% | −825−4.5% | 減碼 |
| Vivid Wealth Management, LLC | 17,243 | $138.1 萬 | 0.61% | +133+0.8% | 加碼 |
| Alta Advisers Ltd | 17,207 | $137.9 萬 | 0.49% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 17,149 | $137.4 萬 | 0.09% | +4,356+34.0% | 加碼 |
| Severin Investments, LLC | 17,131 | $137.3 萬 | 1.29% | −400−2.3% | 減碼 |
| Potentia Wealth | 17,112 | $137.1 萬 | 0.78% | 00.0% | 不變 |
| Net Worth Advisory Group | 17,079 | $136.8 萬 | 0.30% | +2,326+15.8% | 加碼 |
| Heritage Trust Co | 17,043 | $136.5 萬 | 0.16% | +2,287+15.5% | 加碼 |
| Diligent Investors, LLC | 17,014 | $136.3 萬 | 0.32% | −86−0.5% | 減碼 |
| AMG National Trust Bank | 16,991 | $136.1 萬 | 0.04% | +66+0.4% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 16,968 | $135.9 萬 | 0.14% | +16,968 | 新進 |
| Boltwood Capital Management | 16,950 | $135.8 萬 | 0.39% | +50+0.3% | 加碼 |
| Revisor Wealth Management LLC | 16,473 | $135.7 萬 | 0.49% | +16,473 | 新進 |
| Great Valley Advisor Group, Inc. | 16,909 | $135.5 萬 | 0.03% | −550−3.2% | 減碼 |
| Ancora Advisors, LLC | 16,904 | $135.4 萬 | 0.03% | −620−3.5% | 減碼 |
| Nicolet Bankshares Inc | 16,879 | $135.2 萬 | 0.23% | −19−0.1% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 16,859 | $135.1 萬 | 0.29% | +11,742+229.5% | 加碼 |
| Busey Wealth Management | 16,850 | $135.0 萬 | 0.04% | −166−1.0% | 減碼 |
| Hilltop National Bank | 16,795 | $134.6 萬 | 0.35% | +16,795 | 新進 |
| Fiduciary Alliance LLC | 16,748 | $134.2 萬 | 0.10% | −2,298−12.1% | 減碼 |
| West Family Investments, Inc. | 16,721 | $134.0 萬 | 0.35% | +6,390+61.9% | 加碼 |
| Syverson Strege & Co | 16,714 | $133.9 萬 | 0.32% | +13,786+470.8% | 加碼 |
| Graypoint LLC | 16,707 | $133.9 萬 | 0.08% | −997−5.6% | 減碼 |
| Knuff & Co LLC | 16,692 | $133.7 萬 | 0.42% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 16,635 | $133.3 萬 | 0.09% | +1,598+10.6% | 加碼 |
| First City Capital Management, Inc. | 16,626 | $133.2 萬 | 0.77% | −25−0.2% | 減碼 |
| City National Bank of Florida | 16,612 | $133.1 萬 | 0.97% | +3,960+31.3% | 加碼 |
| Palisade Asset Management, LLC | 16,589 | $132.9 萬 | 0.13% | 00.0% | 不變 |
| Clarius Group, LLC | 16,566 | $132.7 萬 | 0.08% | −2,311−12.2% | 減碼 |
| Midwest Trust Co | 16,560 | $132.7 萬 | 0.02% | +16,560 | 新進 |
| Bridgewealth Advisory Group, LLC | 16,548 | $132.6 萬 | 0.34% | +16,548 | 新進 |
| Providence Wealth Advisors, LLC | 17,030 | $131.8 萬 | 0.90% | +725+4.4% | 加碼 |
| ICONIQ Capital, LLC | 16,431 | $131.6 萬 | 0.02% | −1,138−6.5% | 減碼 |
| Lebenthal Global Advisors, LLC | 16,425 | $131.6 萬 | 0.25% | +1,135+7.4% | 加碼 |
| Prudent Man Advisors, LLC | 16,370 | $131.2 萬 | 0.42% | −2,328−12.5% | 減碼 |
| Integrity Alliance, LLC. | 16,356 | $131.0 萬 | 0.07% | −2,536−13.4% | 減碼 |
| Cypress Wealth Services, LLC | 16,335 | $130.9 萬 | 0.23% | −1,242−7.1% | 減碼 |
| Capital Investment Advisory Services, LLC | 16,294 | $130.5 萬 | 0.11% | +1,272+8.5% | 加碼 |
| Kathmere Capital Management, LLC | 16,231 | $130.0 萬 | 0.10% | +1,593+10.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 16,166 | $129.5 萬 | 0.08% | +1,607+11.0% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 16,120 | $129.2 萬 | 0.29% | +16,120 | 新進 |
| GeoWealth Management, LLC | 16,116 | $129.1 萬 | 0.05% | −244−1.5% | 減碼 |
| Alteri Wealth LLC | 16,014 | $128.3 萬 | 0.50% | +3,575+28.7% | 加碼 |
| Lipe & Dalton | 15,968 | $127.9 萬 | 0.69% | 00.0% | 不變 |
| Chicago Trust Co NA | 15,955 | $127.8 萬 | 0.18% | +3,730+30.5% | 加碼 |
| Gryphon Financial Partners LLC | 15,943 | $127.7 萬 | 0.17% | +606+4.0% | 加碼 |
| SageView Advisory Group, LLC | 15,288 | $127.0 萬 | 0.05% | +547+3.7% | 加碼 |
| BLB&B Advisors, LLC | 15,790 | $126.5 萬 | 0.06% | −1,046−6.2% | 減碼 |
| Beutel, Goodman & Co Ltd. | 15,765 | $126.3 萬 | 0.01% | −750−4.5% | 減碼 |
| LMCG Investments, LLC | 15,737 | $126.1 萬 | 0.08% | −690−4.2% | 減碼 |
| Change Path, LLC | 15,733 | $126.0 萬 | 0.03% | +782+5.2% | 加碼 |
| Boothbay Fund Management, LLC | 15,702 | $125.8 萬 | 0.04% | −48,115−75.4% | 減碼 |
| Lantz Financial LLC | 15,626 | $125.2 萬 | 0.31% | +36+0.2% | 加碼 |
| Continuum Advisory, LLC | 15,618 | $125.1 萬 | 0.15% | −3,637−18.9% | 減碼 |
| Ocean Capital Management, LLC | 15,576 | $124.8 萬 | 0.27% | +1,217+8.5% | 加碼 |
| Scott Marsh Financial, LLC | 15,576 | $124.8 萬 | 0.46% | +15,576 | 新進 |
| Douglass Winthrop Advisors, LLC | 15,400 | $123.4 萬 | 0.02% | −107−0.7% | 減碼 |
| Longfellow Investment Management Co LLC | 15,380 | $123.2 萬 | 0.30% | 00.0% | 不變 |
| Thomasville National Bank | 15,355 | $123.0 萬 | 0.08% | +588+4.0% | 加碼 |
| Quilter Plc | 15,323 | $122.8 萬 | 0.02% | 00.0% | 不變 |
| Sterling Investment Management, Inc. | 15,295 | $122.5 萬 | 0.81% | −72−0.5% | 減碼 |
| North Star Investment Management Corp. | 15,253 | $122.2 萬 | 0.09% | +30.0% | 加碼 |
| Sawyer & Company, Inc | 14,755 | $121.9 萬 | 0.44% | −1,251−7.8% | 減碼 |
| Tranquilli Financial Advisor LLC | 15,204 | $121.8 萬 | 0.75% | +586+4.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 15,195 | $121.7 萬 | 0.00% | +2,961+24.2% | 加碼 |
| Intrinsic Value Partners, LLC | 15,182 | $121.6 萬 | 1.08% | −93−0.6% | 減碼 |
| Hutner Capital Management Inc | 15,118 | $121.1 萬 | 0.55% | +10.0% | 加碼 |
| Plancorp, LLC | 15,101 | $121.0 萬 | 0.04% | −248−1.6% | 減碼 |
| Castle Rock Wealth Management, LLC | 14,873 | $120.3 萬 | 0.28% | +25+0.2% | 加碼 |
| Tyche Wealth Partners LLC | 15,008 | $120.2 萬 | 0.24% | +1,529+11.3% | 加碼 |
| Brucke Financial, Inc. | 14,991 | $120.1 萬 | 0.83% | −97−0.6% | 減碼 |
| Clarendon Private LLC | 14,972 | $120.0 萬 | 1.15% | +1,703+12.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 14,937 | $119.7 萬 | 0.05% | −137−0.9% | 減碼 |
| Berger Financial Group, Inc | 14,901 | $119.4 萬 | 0.08% | +2,502+20.2% | 加碼 |
| Hexagon Capital Partners LLC | 14,900 | $119.4 萬 | 0.27% | −535−3.5% | 減碼 |
| WP Advisors, LLC | 14,850 | $119.0 萬 | 0.33% | −48−0.3% | 減碼 |
| Raleigh Capital Management Inc. | 14,817 | $118.7 萬 | 0.50% | −133−0.9% | 減碼 |