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 |
|---|---|---|---|---|---|
| Lodestar Private Asset Management LLC | 14,806 | $118.6 萬 | 0.14% | −5,797−28.1% | 減碼 |
| Financial Engines Advisors L.L.C. | 14,793 | $118.5 萬 | 0.00% | +815+5.8% | 加碼 |
| Lafayette Investments, Inc. | 14,795 | $118.5 萬 | 0.24% | −600−3.9% | 減碼 |
| MTM Investment Management, LLC | 14,781 | $118.4 萬 | 0.40% | +50.0% | 加碼 |
| Sendero Wealth Management, LLC | 14,730 | $118.0 萬 | 0.15% | −1,279−8.0% | 減碼 |
| Principle Wealth Partners LLC | 14,720 | $117.9 萬 | 0.07% | +40+0.3% | 加碼 |
| Capital Markets Trading UK LLP | 14,667 | $117.5 萬 | 1.33% | −17,389−54.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 14,646 | $117.3 萬 | 0.15% | −1,782−10.8% | 減碼 |
| Cornerstone Wealth Management, LLC | 14,642 | $117.3 萬 | 0.07% | −843−5.4% | 減碼 |
| South State Corp. | 14,632 | $117.2 萬 | 0.05% | +1,190+8.9% | 加碼 |
| Knollwood Investment Advisory, LLC | 14,587 | $116.9 萬 | 0.11% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 14,585 | $116.9 萬 | 0.03% | +1,808+14.2% | 加碼 |
| Jupiter Wealth Management LLC | 15,000 | $116.8 萬 | 0.59% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,557 | $116.6 萬 | 0.16% | −128−0.9% | 減碼 |
| Salem Investment Counselors Inc | 14,552 | $116.6 萬 | 0.04% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 14,486 | $116.1 萬 | 0.03% | −12,340−46.0% | 減碼 |
| Becker Capital Management Inc | 14,447 | $115.7 萬 | 0.04% | +1,869+14.9% | 加碼 |
| Fragasso Group Inc. | 14,413 | $115.5 萬 | 0.08% | +312+2.2% | 加碼 |
| Cascade Investment Advisors, Inc. | 14,407 | $115.4 萬 | 0.74% | −13−0.1% | 減碼 |
| Kingswood Wealth Advisors, LLC | 14,368 | $115.1 萬 | 0.09% | +1,020+7.6% | 加碼 |
| Sittner & Nelson, LLC | 14,362 | $115.1 萬 | 0.46% | −299−2.0% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 14,338 | $114.9 萬 | 0.08% | −3,296−18.7% | 減碼 |
| North Star Asset Management Inc | 14,307 | $114.6 萬 | 0.05% | +1,841+14.8% | 加碼 |
| Hills Bank & Trust Co | 14,300 | $114.6 萬 | 0.07% | +505+3.7% | 加碼 |
| Personal Cfo Solutions, LLC | 14,263 | $114.3 萬 | 0.21% | +2,312+19.3% | 加碼 |
| Kanawha Capital Management LLC | 14,170 | $113.5 萬 | 0.08% | +900+6.8% | 加碼 |
| First National Bank Sioux Falls | 14,167 | $113.5 萬 | 0.42% | +30+0.2% | 加碼 |
| AlphaCore Capital LLC | 14,167 | $113.5 萬 | 0.04% | +3,384+31.4% | 加碼 |
| Cohen Capital Management, Inc. | 14,156 | $113.4 萬 | 0.18% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 14,154 | $113.4 萬 | 0.19% | +14,154 | 新進 |
| Sherbrooke Park Advisers LLC | 14,145 | $113.3 萬 | 0.49% | +6,826+93.3% | 加碼 |
| Vertex Planning Partners, LLC | 14,144 | $113.3 萬 | 0.24% | −62−0.4% | 減碼 |
| Arista Wealth Management, LLC | 14,133 | $113.2 萬 | 0.16% | +9,874+231.8% | 加碼 |
| LifeSteps Financial, Inc. | 14,130 | $113.2 萬 | 0.78% | +18+0.1% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,764 | $113.2 萬 | 0.63% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 14,120 | $113.1 萬 | 0.38% | +81+0.6% | 加碼 |
| Inceptionr LLC | 14,115 | $113.1 萬 | 0.26% | +14,115 | 新進 |
| Telos Capital Management, Inc. | 14,105 | $113.0 萬 | 0.12% | +789+5.9% | 加碼 |
| Cyndeo Wealth Partners, LLC | 14,089 | $112.9 萬 | 0.07% | +322+2.3% | 加碼 |
| Coastal Bridge Advisors, LLC | 14,079 | $112.8 萬 | 0.09% | +665+5.0% | 加碼 |
| Scratch Capital LLC | 14,063 | $112.7 萬 | 0.92% | −1,236−8.1% | 減碼 |
| Sompo Asset Management Co., Ltd. | 14,060 | $112.6 萬 | 0.20% | −4,250−23.2% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 14,052 | $112.6 萬 | 0.39% | +248+1.8% | 加碼 |
| Pacific Center for Financial Services | 14,021 | $112.3 萬 | 0.30% | −389−2.7% | 減碼 |
| Cove Street Capital, LLC | 14,020 | $112.3 萬 | 1.65% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 14,008 | $112.2 萬 | 0.08% | +7,368+111.0% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 13,998 | $112.2 萬 | 0.59% | −23−0.2% | 減碼 |
| Invst, LLC | 13,968 | $111.9 萬 | 0.14% | −123−0.9% | 減碼 |
| Concord Wealth Partners | 13,945 | $111.7 萬 | 0.16% | +1,126+8.8% | 加碼 |
| Concord Asset Management, LLC | 13,945 | $111.7 萬 | 0.17% | +1,190+9.3% | 加碼 |
| Gradient Investments LLC | 13,926 | $111.6 萬 | 0.02% | +88+0.6% | 加碼 |
| Patton Albertson Miller Group, LLC | 13,912 | $111.5 萬 | 0.15% | +119+0.9% | 加碼 |
| Portfolio Design Labs, LLC | 13,901 | $111.4 萬 | 0.22% | −15,361−52.5% | 減碼 |
| Murphy Pohlad Asset Management LLC | 13,863 | $111.1 萬 | 0.47% | −3,590−20.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 13,846 | $110.9 萬 | 0.03% | −73,078−84.1% | 減碼 |
| Quent Capital, LLC | 13,845 | $110.9 萬 | 0.11% | +805+6.2% | 加碼 |
| Highline Wealth Partners LLC | 13,756 | $110.2 萬 | 0.33% | −59−0.4% | 減碼 |
| Carnegie Lake Advisors LLC | 13,741 | $110.1 萬 | 0.44% | −847−5.8% | 減碼 |
| BKD Wealth Advisors, LLC | 13,736 | $110.1 萬 | 0.02% | +758+5.8% | 加碼 |
| Cladis Investment Advisory, LLC | 13,726 | $110.0 萬 | 0.69% | +10.0% | 加碼 |
| Bragg Financial Advisors, Inc | 13,725 | $110.0 萬 | 0.04% | +68+0.5% | 加碼 |
| Neumann Capital Management, LLC | 13,622 | $109.1 萬 | 0.34% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 13,591 | $108.9 萬 | 0.09% | +15+0.1% | 加碼 |
| CWA Asset Management Group, LLC | 13,582 | $108.8 萬 | 0.05% | −44,465−76.6% | 減碼 |
| Signal Advisors Wealth, LLC | 13,564 | $108.7 萬 | 0.08% | +7,693+131.0% | 加碼 |
| Empirical Asset Management, LLC | 13,543 | $108.5 萬 | 0.34% | +104+0.8% | 加碼 |
| Capital International Sarl | 13,525 | $108.4 萬 | 0.02% | +642+5.0% | 加碼 |
| Nations Financial Group Inc, | 13,520 | $108.3 萬 | 0.07% | +203+1.5% | 加碼 |
| Anchor Investment Management, LLC | 13,519 | $108.3 萬 | 0.10% | −50.0% | 減碼 |
| Boston Trust Walden Corp | 13,515 | $108.3 萬 | 0.01% | 00.0% | 不變 |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $107.7 萬 | 0.04% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 13,424 | $107.6 萬 | 0.27% | −265−1.9% | 減碼 |
| Segment Wealth Management, LLC | 13,392 | $107.3 萬 | 0.07% | +235+1.8% | 加碼 |
| Brooks, Moore & Associates, Inc. | 13,285 | $107.1 萬 | 0.58% | −200−1.5% | 減碼 |
| KG&L Capital Management,LLC | 15,432 | $106.7 萬 | 0.32% | +5,205+50.9% | 加碼 |
| Madison Asset Management, LLC | 13,295 | $106.5 萬 | 0.01% | −4,408−24.9% | 減碼 |
| Providence Capital Advisors, LLC | 13,295 | $106.5 萬 | 0.20% | −1,066−7.4% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 13,285 | $106.4 萬 | 0.43% | −881−6.2% | 減碼 |
| C2C Wealth Management, LLC | 13,261 | $106.2 萬 | 0.96% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 13,221 | $105.9 萬 | 0.09% | +51+0.4% | 加碼 |
| 1st Source Bank | 13,207 | $105.8 萬 | 0.06% | +48+0.4% | 加碼 |
| Summit X, LLC | 13,180 | $105.6 萬 | 0.20% | +7,652+138.4% | 加碼 |
| London & Capital Asset Management Ltd | 13,179 | $105.6 萬 | 0.08% | 00.0% | 不變 |
| Spire Wealth Management | 13,170 | $105.5 萬 | 0.04% | −4,505−25.5% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 13,140 | $105.3 萬 | 0.05% | −2,722−17.2% | 減碼 |
| Eastern Bank | 13,136 | $105.2 萬 | 0.02% | −1,356−9.4% | 減碼 |
| Boston Private Wealth LLC | 13,124 | $105.1 萬 | 0.06% | +13,124 | 新進 |
| Parkside Financial Bank & Trust | 13,114 | $105.1 萬 | 0.11% | +791+6.4% | 加碼 |
| Royal Capital Wealth Management, LLC | 13,094 | $104.9 萬 | 0.70% | +21+0.2% | 加碼 |
| Wimmer Associates 1, LLC | 13,064 | $104.7 萬 | 0.54% | +250+2.0% | 加碼 |
| Shakespeare Wealth Management, Inc. | 13,029 | $104.4 萬 | 0.28% | +13+0.1% | 加碼 |
| Csenge Advisory Group | 13,953 | $104.3 萬 | 0.05% | +159+1.2% | 加碼 |
| Sather Financial Group Inc | 13,007 | $104.2 萬 | 0.06% | +3,556+37.6% | 加碼 |
| Modern Wealth Management, LLC | 12,994 | $104.1 萬 | 0.03% | +91+0.7% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 12,975 | $104.0 萬 | 0.16% | +424+3.4% | 加碼 |
| XML Financial, LLC | 12,971 | $103.9 萬 | 0.09% | −3,388−20.7% | 減碼 |
| Western Wealth Management, LLC | 12,952 | $103.8 萬 | 0.06% | −823−6.0% | 減碼 |
| Abel Hall, LLC | 12,938 | $103.7 萬 | 0.48% | +1,802+16.2% | 加碼 |
| Fiduciary Financial Group, LLC | 12,699 | $103.5 萬 | 0.19% | +54+0.4% | 加碼 |
| Manchester Capital Management LLC | 12,899 | $103.3 萬 | 0.14% | +3,550+38.0% | 加碼 |