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 2,882 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
- 2,633
- 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 950 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| BlueStem Wealth Partners, LLC | 8,681 | $69.6 萬 | 0.09% | +158+1.9% | 加碼 |
| Douglas Lane & Associates, LLC | 8,640 | $69.2 萬 | 0.01% | +1,817+26.6% | 加碼 |
| Capital Advantage, Inc. | 8,634 | $69.2 萬 | 0.11% | +1,399+19.3% | 加碼 |
| Venturi Wealth Management, LLC | 8,633 | $69.2 萬 | 0.03% | +209+2.5% | 加碼 |
| Perpetual Ltd | 8,613 | $69.0 萬 | 0.01% | −2,902−25.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 8,582 | $68.7 萬 | 0.05% | −3,445−28.6% | 減碼 |
| Legacy Financial Group LLC | 8,554 | $68.5 萬 | 0.10% | −494−5.5% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 8,537 | $68.3 萬 | 0.25% | +8,537 | 新進 |
| Capital Performance Advisors LLP | 8,515 | $68.2 萬 | 0.13% | +654+8.3% | 加碼 |
| Sentry Investment Management LLC | 8,321 | $67.9 萬 | 0.37% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 8,467 | $67.8 萬 | 0.16% | +415+5.2% | 加碼 |
| Everpar Advisors LLC | 8,467 | $67.8 萬 | 0.31% | +1,195+16.4% | 加碼 |
| Ameritas Advisory Services, LLC | 8,453 | $67.7 萬 | 0.04% | −10,460−55.3% | 減碼 |
| Sheets Smith Wealth Management | 8,446 | $67.7 萬 | 0.08% | −1,882−18.2% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 8,439 | $67.6 萬 | 0.15% | −79−0.9% | 減碼 |
| Advisors Management Group Inc | 8,438 | $67.6 萬 | 0.13% | −315−3.6% | 減碼 |
| Bedel Financial Consulting, Inc. | 8,434 | $67.6 萬 | 0.09% | −631−7.0% | 減碼 |
| Howard Bailey Securities, LLC | 8,432 | $67.6 萬 | 0.21% | −10.0% | 減碼 |
| Aprio Wealth Management, LLC | 8,426 | $67.5 萬 | 0.08% | +2,698+47.1% | 加碼 |
| Eagle Global Advisors LLC | 8,418 | $67.4 萬 | 0.03% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 8,400 | $67.3 萬 | 0.01% | −5−0.1% | 減碼 |
| Baron Wealth Management LLC | 8,389 | $67.2 萬 | 0.24% | +1,408+20.2% | 加碼 |
| Claro Advisors LLC | 8,381 | $67.1 萬 | 0.11% | −8,298−49.8% | 減碼 |
| Sivia Capital Partners, LLC | 8,373 | $67.1 萬 | 0.23% | −28−0.3% | 減碼 |
| Nwam LLC | 8,294 | $66.8 萬 | 0.04% | −512−5.8% | 減碼 |
| Austin Private Wealth, LLC | 8,327 | $66.7 萬 | 0.05% | +1,492+21.8% | 加碼 |
| Tactive Advisors, LLC | 8,267 | $66.2 萬 | 0.21% | +8,267 | 新進 |
| Field & Main Bank | 8,250 | $66.1 萬 | 0.22% | −75−0.9% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 8,242 | $66.0 萬 | 0.08% | +8,242 | 新進 |
| ASB Consultores, LLC | 8,235 | $66.0 萬 | 0.44% | +1,762+27.2% | 加碼 |
| McAdam, LLC | 8,217 | $65.8 萬 | 0.04% | −250−3.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 8,179 | $65.5 萬 | 0.23% | +1,188+17.0% | 加碼 |
| Cutler Investment Counsel LLC | 8,169 | $65.5 萬 | 0.07% | 00.0% | 不變 |
| Lauterbach Financial Advisors, LLC | 8,159 | $65.4 萬 | 0.36% | +44+0.5% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 8,143 | $65.2 萬 | 0.10% | +8,143 | 新進 |
| Sippican Capital Advisors | 8,143 | $65.2 萬 | 0.47% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 8,120 | $65.1 萬 | 0.06% | −100−1.2% | 減碼 |
| Basepoint Wealth LLC | 8,116 | $65.0 萬 | 0.50% | −845−9.4% | 減碼 |
| Vermillion Wealth Management, Inc. | 8,101 | $64.9 萬 | 0.31% | +21+0.3% | 加碼 |
| Sunflower Bank, N.A. | 8,088 | $64.8 萬 | 0.16% | +708+9.6% | 加碼 |
| Sebold Capital Management, Inc. | 8,055 | $64.5 萬 | 0.40% | +56+0.7% | 加碼 |
| Old West Investment Management, LLC | 8,037 | $64.4 萬 | 0.21% | 00.0% | 不變 |
| E&G Advisors, LP | 8,034 | $64.4 萬 | 0.17% | −2,379−22.8% | 減碼 |
| Allen Capital Group, LLC | 8,029 | $64.3 萬 | 0.07% | −405−4.8% | 減碼 |
| Integrity Financial Corp | 8,026 | $64.3 萬 | 0.33% | 00.0% | 不變 |
| RKL Wealth Management LLC | 8,019 | $64.3 萬 | 0.06% | −166−2.0% | 減碼 |
| SRS Capital Advisors, Inc. | 6,299 | $64.1 萬 | 0.03% | +1,841+41.3% | 加碼 |
| Auxano Advisors, LLC | 7,952 | $63.7 萬 | 0.15% | −115−1.4% | 減碼 |
| Icon Wealth Advisors, LLC | 7,950 | $63.7 萬 | 0.05% | −28−0.4% | 減碼 |
| Wealthstream Advisors, Inc. | 7,934 | $63.6 萬 | 0.11% | +650+8.9% | 加碼 |
| Pin Oak Investment Advisors Inc | 8,829 | $63.3 萬 | 0.54% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 7,891 | $63.2 萬 | 0.04% | +1,346+20.6% | 加碼 |
| Concentric Capital Strategies, LP | 7,890 | $63.2 萬 | 0.04% | +7,890 | 新進 |
| CFO4Life Group, LLC | 7,877 | $63.1 萬 | 0.10% | −1,145−12.7% | 減碼 |
| Cape Investment Advisory, Inc. | 7,864 | $63.0 萬 | 0.23% | +178+2.3% | 加碼 |
| Institute for Wealth Management, LLC. | 7,854 | $62.9 萬 | 0.07% | +5+0.1% | 加碼 |
| Atala Financial Inc | 7,853 | $62.9 萬 | 0.43% | 00.0% | 不變 |
| First National Bank | 7,834 | $62.8 萬 | 0.36% | −636−7.5% | 減碼 |
| Wealth Architects, LLC | 7,825 | $62.7 萬 | 0.06% | −361−4.4% | 減碼 |
| Van Cleef Asset Management,Inc | 7,816 | $62.6 萬 | 0.07% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 7,814 | $62.6 萬 | 0.09% | +7,814 | 新進 |
| Guardian Wealth Advisors, LLC | 7,812 | $62.6 萬 | 0.04% | +412+5.6% | 加碼 |
| Brookwood Investment Group LLC | 7,758 | $62.2 萬 | 0.10% | −8,004−50.8% | 減碼 |
| Elevate Wealth Advisory, Inc | 7,754 | $62.1 萬 | 0.44% | −7,203−48.2% | 減碼 |
| Sky Investment Group LLC | 7,700 | $61.7 萬 | 0.11% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 7,464 | $61.7 萬 | 0.05% | +530+7.6% | 加碼 |
| Elyxium Wealth, LLC | 7,698 | $61.7 萬 | 0.23% | +542+7.6% | 加碼 |
| Summit Asset Management, LLC | 7,695 | $61.7 萬 | 0.10% | +545+7.6% | 加碼 |
| TCTC Holdings, LLC | 7,693 | $61.6 萬 | 0.02% | +17+0.2% | 加碼 |
| Diversified Enterprises, LLC | 7,685 | $61.6 萬 | 0.05% | −822−9.7% | 減碼 |
| Doliver Advisors, LP | 7,675 | $61.5 萬 | 0.17% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 7,668 | $61.4 萬 | 0.04% | +70+0.9% | 加碼 |
| LRI Investments, LLC | 7,656 | $61.3 萬 | 0.05% | +966+14.4% | 加碼 |
| OneAscent Wealth Management LLC | 7,657 | $61.3 萬 | 0.23% | +234+3.2% | 加碼 |
| Wood Tarver Financial Group, LLC | 7,633 | $61.1 萬 | 0.18% | 00.0% | 不變 |
| Cowa, LLC | 7,623 | $61.1 萬 | 0.23% | +823+12.1% | 加碼 |
| ZEGA Investments, LLC | 7,623 | $61.1 萬 | 0.15% | +7,623 | 新進 |
| BancorpSouth Bank | 7,617 | $61.0 萬 | 0.04% | +634+9.1% | 加碼 |
| Ironwood Investment Counsel, LLC | 7,616 | $61.0 萬 | 0.09% | −395−4.9% | 減碼 |
| DKM Wealth Management, Inc. | 7,594 | $60.8 萬 | 0.52% | +20.0% | 加碼 |
| Principal Street Partners, LLC | 7,590 | $60.8 萬 | 0.06% | +3,498+85.5% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 7,576 | $60.7 萬 | 0.15% | −328−4.1% | 減碼 |
| Cassaday & Co Wealth Management LLC | 7,571 | $60.7 萬 | 0.02% | +439+6.2% | 加碼 |
| Waddell & Associates, LLC | 7,571 | $60.7 萬 | 0.06% | −621−7.6% | 減碼 |
| BigSur Wealth Management LLC | 7,550 | $60.5 萬 | 0.15% | 00.0% | 不變 |
| Mosaic Financial Group, LLC | 7,545 | $60.4 萬 | 0.46% | +15+0.2% | 加碼 |
| Magnus Financial Group LLC | 7,467 | $59.8 萬 | 0.05% | +20.0% | 加碼 |
| Triumph Capital Management | 7,462 | $59.8 萬 | 0.18% | −1,450−16.3% | 減碼 |
| Global Assets Advisory, LLC | 7,330 | $59.7 萬 | 0.23% | +7,330 | 新進 |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $59.7 萬 | 0.08% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 7,443 | $59.6 萬 | 0.06% | +140+1.9% | 加碼 |
| Bouchey Financial Group Ltd | 7,433 | $59.5 萬 | 0.05% | −25−0.3% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 7,423 | $59.5 萬 | 0.16% | +10.0% | 加碼 |
| Readystate Asset Management LP | 7,419 | $59.4 萬 | 0.02% | +7,419 | 新進 |
| Spinnaker Trust | 7,407 | $59.3 萬 | 0.04% | 00.0% | 不變 |
| Bingham Private Wealth, LLC | 7,406 | $59.3 萬 | 0.57% | +521+7.6% | 加碼 |
| Bridge Creek Capital Management LLC | 7,400 | $59.3 萬 | 0.17% | 00.0% | 不變 |
| Silver Oak Advisory Group, Inc. | 7,374 | $59.0 萬 | 0.29% | +7,374 | 新進 |
| Fairview Capital Investment Management, LLC | 7,355 | $58.9 萬 | 0.03% | 00.0% | 不變 |
| Financial Insights, Inc. | 7,350 | $58.9 萬 | 0.22% | 00.0% | 不變 |