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 |
|---|---|---|---|---|---|
| Mengis Capital Management, Inc. | 6,265 | $50.2 萬 | 0.11% | −299−4.6% | 減碼 |
| Compagnie Lombard Odier SCmA | 6,250 | $50.1 萬 | 0.01% | 00.0% | 不變 |
| SwitchPoint Financial Planning, LLC | 6,240 | $50.0 萬 | 0.41% | +44+0.7% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 6,235 | $50.0 萬 | 0.06% | +13+0.2% | 加碼 |
| Legacy Bridge, LLC | 6,229 | $49.9 萬 | 0.24% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 6,218 | $49.8 萬 | 0.20% | −109−1.7% | 減碼 |
| Traphagen Investment Advisors LLC | 6,219 | $49.8 萬 | 0.05% | −229−3.6% | 減碼 |
| Boyd Watterson Asset Management LLC | 6,218 | $49.8 萬 | 0.16% | −32−0.5% | 減碼 |
| Wealth Preservation Advisors, LLC | 6,218 | $49.8 萬 | 0.31% | +18+0.3% | 加碼 |
| Versant Capital Management, Inc | 6,214 | $49.8 萬 | 0.08% | −2,975−32.4% | 減碼 |
| TBH Global Asset Management, LLC | 6,212 | $49.8 萬 | 0.11% | −224−3.5% | 減碼 |
| Heritage Investment Group, Inc. | 6,205 | $49.7 萬 | 0.09% | 00.0% | 不變 |
| Perbak Capital Partners LLP | 6,199 | $49.7 萬 | 0.11% | +6,199 | 新進 |
| Atlas Brown,Inc. | 6,194 | $49.6 萬 | 0.16% | −609−9.0% | 減碼 |
| Jacobsen Capital Management | 6,192 | $49.6 萬 | 0.18% | +688+12.5% | 加碼 |
| First National Bank & Trust Co of Newtown | 6,178 | $49.5 萬 | 0.10% | 00.0% | 不變 |
| Maia Wealth LLC | 6,173 | $49.5 萬 | 0.09% | −1,492−19.5% | 減碼 |
| Capital Management Associates, Inc | 6,168 | $49.4 萬 | 0.16% | +2,464+66.5% | 加碼 |
| West Oak Capital, LLC | 6,165 | $49.4 萬 | 0.20% | −35−0.6% | 減碼 |
| Alpha Advisors, LLC | 6,154 | $49.3 萬 | 0.42% | −342−5.3% | 減碼 |
| Kathleen S. Wright Associates Inc. | 6,075 | $49.3 萬 | 0.19% | −1,000−14.1% | 減碼 |
| Morris Financial Concepts, Inc. | 6,145 | $49.2 萬 | 0.20% | 00.0% | 不變 |
| Novem Group | 6,132 | $49.1 萬 | 0.06% | +364+6.3% | 加碼 |
| APCM Wealth Management for Individuals | 6,119 | $49.0 萬 | 0.07% | +79+1.3% | 加碼 |
| Baldwin Brothers Inc | 6,100 | $48.9 萬 | 0.03% | −2,078−25.4% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 6,093 | $48.8 萬 | 0.20% | −35−0.6% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 6,091 | $48.8 萬 | 0.24% | +899+17.3% | 加碼 |
| Westhampton Capital, LLC | 6,090 | $48.8 萬 | 0.25% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 6,070 | $48.6 萬 | 0.09% | +10.0% | 加碼 |
| Stokes Family Office, LLC | 6,064 | $48.6 萬 | 0.05% | −28−0.5% | 減碼 |
| Western Pacific Wealth Management, LP | 6,050 | $48.5 萬 | 0.46% | −576−8.7% | 減碼 |
| Silvia McColl Wealth Management, LLC | 6,048 | $48.5 萬 | 0.35% | +10.0% | 加碼 |
| First National Bank of Hutchinson | 6,029 | $48.3 萬 | 0.30% | 00.0% | 不變 |
| Colonial Trust Co | 6,027 | $48.3 萬 | 0.07% | +16+0.3% | 加碼 |
| Brady Martz Wealth Solutions, LLC | 6,014 | $48.2 萬 | 0.09% | +1,278+27.0% | 加碼 |
| Annex Advisory Services, LLC | 6,008 | $48.1 萬 | 0.01% | 00.0% | 不變 |
| Campion Asset Management LLC | 5,997 | $48.0 萬 | 0.36% | −408−6.4% | 減碼 |
| WealthTrust Axiom LLC | 5,987 | $48.0 萬 | 0.14% | +1,000+20.1% | 加碼 |
| Allegheny Financial Group LTD | 5,980 | $47.9 萬 | 0.11% | +32+0.5% | 加碼 |
| Stiles Financial Services Inc | 5,965 | $47.8 萬 | 0.17% | +32+0.5% | 加碼 |
| Fountainhead AM, LLC | 5,960 | $47.8 萬 | 0.07% | +1,801+43.3% | 加碼 |
| First Citizens Financial Corp | 5,951 | $47.7 萬 | 0.26% | −247−4.0% | 減碼 |
| Silverlake Wealth Management LLC | 5,945 | $47.6 萬 | 0.14% | −79−1.3% | 減碼 |
| New Republic Capital, LLC | 5,945 | $47.6 萬 | 0.17% | +347+6.2% | 加碼 |
| Leo Wealth, LLC | 5,938 | $47.6 萬 | 0.04% | +1,149+24.0% | 加碼 |
| Stockman Wealth Management, Inc. | 5,932 | $47.5 萬 | 0.06% | +1,788+43.1% | 加碼 |
| Titleist Asset Management, LLC | 5,916 | $47.4 萬 | 0.05% | −291−4.7% | 減碼 |
| Fruth Investment Management | 5,918 | $47.4 萬 | 0.13% | 00.0% | 不變 |
| Pioneer Trust Bank N A | 5,900 | $47.3 萬 | 0.12% | 00.0% | 不變 |
| FLC Capital Advisors | 5,890 | $47.2 萬 | 0.10% | +2,925+98.7% | 加碼 |
| Searle & Co. | 5,887 | $47.2 萬 | 0.13% | 00.0% | 不變 |
| MBL Wealth, LLC | 5,880 | $47.1 萬 | 0.05% | −126−2.1% | 減碼 |
| ISAM Funds (UK) Ltd | 5,877 | $47.1 萬 | 0.10% | −793−11.9% | 減碼 |
| Texas Capital Bancshares Inc | 5,850 | $46.9 萬 | 0.17% | −1,408−19.4% | 減碼 |
| Hidden Cove Wealth Management, LLC | 5,829 | $46.7 萬 | 0.34% | +144+2.5% | 加碼 |
| Peak Planning Group, LLC | 5,829 | $46.7 萬 | 0.30% | +85+1.5% | 加碼 |
| Alps Advisors Inc | 5,801 | $46.5 萬 | 0.00% | −1,020−15.0% | 減碼 |
| Novare Capital Management LLC | 5,789 | $46.4 萬 | 0.04% | +1,457+33.6% | 加碼 |
| Arrow Financial Corp | 5,787 | $46.4 萬 | 0.05% | −112−1.9% | 減碼 |
| Exchange Traded Concepts, LLC | 5,780 | $46.3 萬 | 0.01% | −7,800−57.4% | 減碼 |
| Indiana Trust & Investment Management CO | 5,780 | $46.3 萬 | 0.15% | 00.0% | 不變 |
| Petros Family Wealth, LLC | 5,754 | $46.1 萬 | 0.42% | −1,098−16.0% | 減碼 |
| Cascade Financial Partners, LLC | 5,751 | $46.1 萬 | 0.06% | −400−6.5% | 減碼 |
| Blue Barn Wealth, LLC | 5,742 | $46.0 萬 | 0.22% | +755+15.1% | 加碼 |
| Mezzasalma Advisors, LLC | 5,730 | $45.9 萬 | 0.14% | −13−0.2% | 減碼 |
| Denver Wealth Management, Inc. | 5,730 | $45.9 萬 | 0.19% | +8+0.1% | 加碼 |
| 180 Wealth Advisors, LLC | 5,730 | $45.9 萬 | 0.06% | −106−1.8% | 減碼 |
| Oxford Asset Management LLP | 5,721 | $45.8 萬 | 0.15% | +5,721 | 新進 |
| Sonora Investment Management Group, LLC | 5,716 | $45.8 萬 | 0.03% | +1,017+21.6% | 加碼 |
| Nichols & Pratt Advisers LLP | 5,700 | $45.7 萬 | 0.03% | −500−8.1% | 減碼 |
| Security National Bank of So Dak | 5,699 | $45.7 萬 | 0.25% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 5,685 | $45.5 萬 | 0.03% | +262+4.8% | 加碼 |
| Forte Capital LLC | 5,683 | $45.5 萬 | 0.05% | +609+12.0% | 加碼 |
| Univest Financial Corp | 5,674 | $45.5 萬 | 0.03% | −294−4.9% | 減碼 |
| Traveka Wealth, LLC | 5,669 | $45.4 萬 | 0.24% | +888+18.6% | 加碼 |
| PFC Capital Group, Inc. | 5,673 | $45.4 萬 | 0.21% | −153−2.6% | 減碼 |
| G2 Capital Management, LLC | 5,652 | $45.3 萬 | 0.13% | 00.0% | 不變 |
| Evernest Financial Advisors, LLC | 5,647 | $45.2 萬 | 0.15% | −657−10.4% | 減碼 |
| Bradyco, Inc. | 5,630 | $45.1 萬 | 0.33% | 00.0% | 不變 |
| Inspire Advisors, LLC | 5,600 | $44.9 萬 | 0.05% | +739+15.2% | 加碼 |
| First Command Advisory Services, Inc. | 5,574 | $44.7 萬 | 0.00% | +323+6.2% | 加碼 |
| Smith, Moore & Co. | 5,546 | $44.4 萬 | 0.04% | +195+3.6% | 加碼 |
| Wealth Management Associates, Inc. | 5,532 | $44.3 萬 | 0.17% | 00.0% | 不變 |
| Icapital Wealth LLC | 5,530 | $44.3 萬 | 0.25% | 00.0% | 不變 |
| Hardy Reed LLC | 5,520 | $44.2 萬 | 0.04% | −528−8.7% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 5,504 | $44.1 萬 | 0.11% | 00.0% | 不變 |
| Encompass More Asset Management | 5,476 | $43.9 萬 | 0.10% | −3,448−38.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,472 | $43.8 萬 | 0.00% | +14+0.3% | 加碼 |
| Charter Capital Management, LLC | 5,471 | $43.8 萬 | 0.26% | +5,471 | 新進 |
| Arcataur Capital Management LLC | 5,459 | $43.7 萬 | 0.14% | −25−0.5% | 減碼 |
| Mayflower Financial Advisors, LLC | 5,450 | $43.7 萬 | 0.06% | +477+9.6% | 加碼 |
| Narwhal Capital Management | 5,446 | $43.6 萬 | 0.04% | −46−0.8% | 減碼 |
| David R. Rahn & Associates Inc. | 5,436 | $43.6 萬 | 0.12% | +5,436 | 新進 |
| Detalus Advisors, LLC | 5,435 | $43.5 萬 | 0.13% | 00.0% | 不變 |
| Register Financial Advisors LLC | 5,414 | $43.4 萬 | 0.19% | +100+1.9% | 加碼 |
| Duncan Williams Asset Management, LLC | 5,388 | $43.2 萬 | 0.14% | −233−4.1% | 減碼 |
| Mirador Capital Partners LP | 5,371 | $43.0 萬 | 0.07% | +79+1.5% | 加碼 |
| Parsons Capital Management Inc | 5,354 | $42.9 萬 | 0.03% | −400−7.0% | 減碼 |
| Community Trust & Investment Co | 5,332 | $42.7 萬 | 0.02% | +198+3.9% | 加碼 |
| Narus Financial Partners, LLC | 5,320 | $42.6 萬 | 0.13% | +334+6.7% | 加碼 |