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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 7,349 | $58.9 萬 | 0.15% | −383−5.0% | 減碼 |
| Nilsine Partners, LLC | 7,341 | $58.8 萬 | 0.06% | −620−7.8% | 減碼 |
| Pacifica Capital Investments, LLC | 7,335 | $58.8 萬 | 0.17% | 00.0% | 不變 |
| Brueske Advisory Services, LLC | 7,335 | $58.8 萬 | 0.40% | +37+0.5% | 加碼 |
| Weaver Consulting Group | 7,322 | $58.7 萬 | 0.16% | +55+0.8% | 加碼 |
| UMA Financial Services, Inc. | 7,303 | $58.5 萬 | 0.09% | +192+2.7% | 加碼 |
| FourThought Financial Partners, LLC | 7,302 | $58.5 萬 | 0.06% | +2,228+43.9% | 加碼 |
| Copperleaf Capital, LLC | 7,295 | $58.4 萬 | 0.30% | +3,271+81.3% | 加碼 |
| Humankind Investments LLC | 7,288 | $58.4 萬 | 0.14% | −1,109−13.2% | 減碼 |
| Lakeside Advisors, INC. | 7,275 | $58.3 萬 | 0.38% | 00.0% | 不變 |
| Verum Partners LLC | 7,265 | $58.2 萬 | 0.13% | +128+1.8% | 加碼 |
| Fermata Advisors, LLC | 7,263 | $58.2 萬 | 0.16% | −5,488−43.0% | 減碼 |
| Seven Mile Advisory | 7,263 | $58.2 萬 | 0.35% | +244+3.5% | 加碼 |
| Money Concepts Capital Corp | 7,262 | $58.2 萬 | 0.04% | −109−1.5% | 減碼 |
| Defender Capital, LLC. | 7,250 | $58.1 萬 | 0.20% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 7,236 | $58.0 萬 | 0.07% | +216+3.1% | 加碼 |
| Connecticut Wealth Management, LLC | 7,226 | $57.9 萬 | 0.03% | −226−3.0% | 減碼 |
| Well Done, LLC | 7,222 | $57.9 萬 | 0.11% | −101−1.4% | 減碼 |
| Alpha Family Trust | 7,220 | $57.8 萬 | 0.29% | 00.0% | 不變 |
| LVW Advisors, LLC | 7,218 | $57.8 萬 | 0.06% | +461+6.8% | 加碼 |
| Occidental Asset Management, LLC | 7,172 | $57.5 萬 | 0.08% | −125−1.7% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 7,171 | $57.5 萬 | 0.14% | +978+15.8% | 加碼 |
| MCF Advisors LLC | 7,161 | $57.4 萬 | 0.04% | −250−3.4% | 減碼 |
| STAR Financial Bank | 7,158 | $57.3 萬 | 0.36% | −328−4.4% | 減碼 |
| Morris Retirement Advisors, LLC | 7,144 | $57.2 萬 | 0.27% | +3,493+95.7% | 加碼 |
| S.A. Mason LLC | 7,136 | $57.2 萬 | 0.28% | +33+0.5% | 加碼 |
| LBMC Investment Advisors, LLC | 7,131 | $57.1 萬 | 0.04% | +334+4.9% | 加碼 |
| Tucker Asset Management LLC | 7,125 | $57.1 萬 | 0.18% | +432+6.5% | 加碼 |
| Cambridge Advisors Inc. | 7,120 | $57.0 萬 | 0.12% | −99−1.4% | 減碼 |
| Patten & Patten Inc | 7,107 | $56.9 萬 | 0.04% | −287−3.9% | 減碼 |
| MSH Capital Advisors LLC | 7,103 | $56.9 萬 | 0.16% | +905+14.6% | 加碼 |
| MONECO Advisors, LLC | 7,100 | $56.9 萬 | 0.05% | +15+0.2% | 加碼 |
| Cache Advisors, LLC | 7,100 | $56.9 萬 | 0.15% | +7,100 | 新進 |
| Delta Investment Management, LLC | 7,092 | $56.8 萬 | 0.11% | +16+0.2% | 加碼 |
| Advisor OS, LLC | 7,091 | $56.8 萬 | 0.06% | +459+6.9% | 加碼 |
| Confluence Wealth Services, Inc. | 7,090 | $56.8 萬 | 0.03% | 00.0% | 不變 |
| one8zero8, LLC | 7,085 | $56.8 萬 | 0.13% | −400−5.3% | 減碼 |
| Virtue Capital Management, LLC | 7,083 | $56.7 萬 | 0.10% | −208−2.9% | 減碼 |
| Means Investment Co., Inc. | 7,067 | $56.6 萬 | 0.05% | +183+2.7% | 加碼 |
| Traynor Capital Management, Inc. | 6,915 | $56.4 萬 | 0.04% | +217+3.2% | 加碼 |
| SNS Financial Group, LLC | 7,027 | $56.3 萬 | 0.05% | +18+0.3% | 加碼 |
| Lincoln Capital LLC | 7,014 | $56.2 萬 | 0.11% | +20.0% | 加碼 |
| Kearns & Associates LLC | 7,000 | $56.1 萬 | 0.32% | 00.0% | 不變 |
| Coastline Trust Co | 6,976 | $55.9 萬 | 0.06% | −298−4.1% | 減碼 |
| Spartan Planning & Wealth Management | 6,960 | $55.8 萬 | 0.48% | +330+5.0% | 加碼 |
| Weil Company, Inc. | 6,950 | $55.7 萬 | 0.15% | −459−6.2% | 減碼 |
| Sawgrass Asset Management LLC | 6,940 | $55.6 萬 | 0.06% | +447+6.9% | 加碼 |
| Cornerstone Wealth Advisors, Inc. | 6,921 | $55.5 萬 | 0.14% | +2,287+49.4% | 加碼 |
| HHM Wealth Advisors, LLC | 6,897 | $55.3 萬 | 0.07% | 00.0% | 不變 |
| Howe & Rusling Inc | 6,840 | $54.8 萬 | 0.04% | −393−5.4% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 6,834 | $54.8 萬 | 0.06% | −264−3.7% | 減碼 |
| Secure Asset Management, LLC | 6,833 | $54.7 萬 | 0.10% | +667+10.8% | 加碼 |
| Piscataqua Savings Bank | 6,816 | $54.6 萬 | 0.46% | −50−0.7% | 減碼 |
| New Hampshire Trust | 6,785 | $54.4 萬 | 0.11% | −280−4.0% | 減碼 |
| Fort Point Capital Partners LLC | 6,762 | $54.2 萬 | 0.05% | −197−2.8% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,758 | $54.1 萬 | 0.11% | +306+4.7% | 加碼 |
| Canopy Partners, LLC | 6,757 | $54.1 萬 | 0.20% | +138+2.1% | 加碼 |
| Drexel Morgan & Co. | 6,747 | $54.1 萬 | 0.10% | 00.0% | 不變 |
| Peak Retirement Planning, Inc. | 6,746 | $54.0 萬 | 0.22% | +159+2.4% | 加碼 |
| BlackDiamond Wealth Management Inc. | 6,629 | $54.0 萬 | 0.31% | +1,335+25.2% | 加碼 |
| Heartland Bank & Trust Co | 6,735 | $54.0 萬 | 0.25% | −149−2.2% | 減碼 |
| Maven Securities LTD | 6,735 | $54.0 萬 | 0.14% | +826+14.0% | 加碼 |
| Lynch & Associates | 6,729 | $53.9 萬 | 0.11% | +135+2.0% | 加碼 |
| TFR Capital, LLC. | 6,723 | $53.9 萬 | 0.20% | −86−1.3% | 減碼 |
| Oxford Financial Group Ltd | 6,719 | $53.8 萬 | 0.03% | −674−9.1% | 減碼 |
| Capital Advisors Inc | 6,692 | $53.6 萬 | 0.01% | +2,908+76.8% | 加碼 |
| Optas, LLC | 6,689 | $53.6 萬 | 0.10% | −6,151−47.9% | 減碼 |
| Thompson Investment Management, Inc. | 6,677 | $53.5 萬 | 0.08% | 00.0% | 不變 |
| Belmont Capital, LLC | 6,638 | $53.2 萬 | 0.08% | 00.0% | 不變 |
| Cooper Financial Group | 6,624 | $53.1 萬 | 0.06% | −1,273−16.1% | 減碼 |
| Fortitude Family Office, LLC | 6,620 | $53.0 萬 | 0.18% | −827−11.1% | 減碼 |
| RD Lewis Holdings, Inc. | 6,868 | $52.9 萬 | 0.53% | +550+8.7% | 加碼 |
| Intrua Financial, LLC | 6,567 | $52.6 萬 | 0.08% | +430+7.0% | 加碼 |
| Permanens Capital L.P. | 6,564 | $52.6 萬 | 0.07% | −1,080−14.1% | 減碼 |
| Axis Wealth Partners, LLC | 6,555 | $52.5 萬 | 0.35% | +78+1.2% | 加碼 |
| Keystone Financial Group | 6,551 | $52.5 萬 | 0.05% | +51+0.8% | 加碼 |
| Aull & Monroe Investment Management Corp | 6,518 | $52.2 萬 | 0.28% | −200−3.0% | 減碼 |
| Lighthouse Investment Partners, LLC | 6,489 | $52.0 萬 | 0.02% | −303,821−97.9% | 減碼 |
| Richmond Investment Services, LLC | 6,422 | $51.5 萬 | 0.11% | +3,618+129.0% | 加碼 |
| Sterneck Capital Management, LLC | 6,415 | $51.4 萬 | 0.26% | +419+7.0% | 加碼 |
| M3 Advisory Group, LLC | 6,388 | $51.2 萬 | 0.35% | +36+0.6% | 加碼 |
| CVA Family Office, LLC | 6,386 | $51.2 萬 | 0.07% | −185−2.8% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 6,113 | $51.1 萬 | 0.35% | +556+10.0% | 加碼 |
| Hayek Kallen Investment Management | 6,360 | $51.0 萬 | 0.17% | +1,600+33.6% | 加碼 |
| Duncker Streett & Co Inc | 6,365 | $51.0 萬 | 0.09% | +309+5.1% | 加碼 |
| Abacus Planning Group, Inc. | 6,357 | $50.9 萬 | 0.08% | +570+9.8% | 加碼 |
| Richard W. Paul & Associates, LLC | 6,356 | $50.9 萬 | 0.18% | −26−0.4% | 減碼 |
| Wayfinding Financial, LLC | 6,566 | $50.9 萬 | 0.23% | −453−6.5% | 減碼 |
| Allstate Corp | 6,346 | $50.8 萬 | 0.04% | −112,959−94.7% | 減碼 |
| Simmons Bank | 6,343 | $50.8 萬 | 0.04% | −258−3.9% | 減碼 |
| Evoke Wealth, LLC | 6,342 | $50.8 萬 | 0.01% | −1,310−17.1% | 減碼 |
| SPC Financial, Inc. | 6,326 | $50.7 萬 | 0.04% | +76+1.2% | 加碼 |
| Schulhoff & Co Inc | 6,306 | $50.5 萬 | 0.22% | −498−7.3% | 減碼 |
| Circle Wealth Management, LLC | 6,299 | $50.5 萬 | 0.01% | −1,862−22.8% | 減碼 |
| Front Row Advisors LLC | 6,293 | $50.4 萬 | 0.18% | 00.0% | 不變 |
| Fortress Financial Group, LLC | 6,292 | $50.4 萬 | 0.43% | +16+0.3% | 加碼 |
| Whalerock Point Partners, LLC | 6,283 | $50.3 萬 | 0.11% | +1,175+23.0% | 加碼 |
| Sequent Asset Management, LLC | 6,281 | $50.3 萬 | 0.40% | −472−7.0% | 減碼 |
| Lakeridge Wealth Management LLC | 6,274 | $50.3 萬 | 0.23% | −12−0.2% | 減碼 |
| Verus Capital Partners, LLC | 6,273 | $50.3 萬 | 0.04% | +441+7.6% | 加碼 |