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 |
|---|---|---|---|---|---|
| United Bank | 4,000 | $32.0 萬 | 0.04% | 00.0% | 不變 |
| Epiq Partners, LLC | 4,000 | $32.0 萬 | 0.16% | 00.0% | 不變 |
| Walkner Condon Financial Advisors LLC | 3,988 | $31.9 萬 | 0.06% | +210+5.6% | 加碼 |
| Citizens Business Bank | 3,989 | $31.9 萬 | 0.06% | +645+19.3% | 加碼 |
| First Pacific Financial | 3,979 | $31.9 萬 | 0.05% | −66−1.6% | 減碼 |
| 10Elms LLP | 3,971 | $31.8 萬 | 0.30% | +270+7.3% | 加碼 |
| Buck Wealth Strategies, LLC | 3,970 | $31.8 萬 | 0.05% | +701+21.4% | 加碼 |
| Ellenbecker Investment Group | 3,964 | $31.8 萬 | 0.05% | +20+0.5% | 加碼 |
| Towerpoint Wealth, LLC | 3,946 | $31.6 萬 | 0.14% | 00.0% | 不變 |
| Walleye Capital LLC | 3,945 | $31.6 萬 | 0.00% | −275,110−98.6% | 減碼 |
| Bell Investment Advisors, Inc | 3,944 | $31.6 萬 | 0.05% | +1,159+41.6% | 加碼 |
| Financial Management Network Inc | 3,770 | $31.5 萬 | 0.06% | +3,770 | 新進 |
| Financial Security Advisor, Inc. | 3,925 | $31.4 萬 | 0.07% | +86+2.2% | 加碼 |
| Camden National Bank | 3,922 | $31.4 萬 | 0.05% | −117−2.9% | 減碼 |
| Paradigm Capital Management, LLC | 3,914 | $31.4 萬 | 0.31% | 00.0% | 不變 |
| First Financial Group Corp | 3,912 | $31.3 萬 | 0.31% | −697−15.1% | 減碼 |
| Wealth Management Partners, LLC | 3,805 | $31.3 萬 | 0.11% | +128+3.5% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 3,906 | $31.3 萬 | 0.07% | −124−3.1% | 減碼 |
| Vicus Capital | 3,888 | $31.2 萬 | 0.03% | +15+0.4% | 加碼 |
| Cozad Asset Management Inc | 3,887 | $31.1 萬 | 0.03% | +727+23.0% | 加碼 |
| Fedenia Advisers LLC | 3,884 | $31.1 萬 | 0.15% | −13−0.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 3,877 | $31.1 萬 | 0.02% | −64−1.6% | 減碼 |
| Centennial Wealth Advisory LLC | 3,866 | $31.0 萬 | 0.10% | +61+1.6% | 加碼 |
| Cooper Capital Advisors LLC | 3,867 | $31.0 萬 | 0.30% | 00.0% | 不變 |
| Sunpointe, LLC | 3,866 | $31.0 萬 | 0.12% | +178+4.8% | 加碼 |
| Thompson Davis & Co., Inc. | 3,856 | $30.9 萬 | 0.21% | +3,856 | 新進 |
| Brandywine Oak Private Wealth LLC | 3,853 | $30.9 萬 | 0.03% | −7,084−64.8% | 減碼 |
| Aviance Capital Partners, LLC | 3,831 | $30.7 萬 | 0.04% | −485−11.2% | 減碼 |
| Madrona Financial Services, LLC | 3,830 | $30.7 萬 | 0.07% | +212+5.9% | 加碼 |
| Petix & Botte Co | 3,828 | $30.7 萬 | 0.08% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 3,828 | $30.7 萬 | 0.37% | +13+0.3% | 加碼 |
| Cottonwood Capital Advisors, LLC | 3,827 | $30.7 萬 | 0.21% | +3+0.1% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 3,824 | $30.6 萬 | 0.21% | +141+3.8% | 加碼 |
| United Wealth Management, LLC | 3,818 | $30.6 萬 | 0.09% | 00.0% | 不變 |
| HRC Wealth Management, LLC | 3,811 | $30.5 萬 | 0.16% | +11+0.3% | 加碼 |
| Wealthquest Corp | 3,810 | $30.5 萬 | 0.02% | +134+3.6% | 加碼 |
| Front Street Capital Management, Inc. | 3,805 | $30.5 萬 | 0.06% | −225−5.6% | 減碼 |
| Davis Investment Partners, LLC | 3,738 | $30.5 萬 | 0.11% | +3,738 | 新進 |
| Alan B. Lancz & Associates, Inc. | 3,800 | $30.4 萬 | 0.30% | 00.0% | 不變 |
| Brio Consultants, LLC | 3,796 | $30.4 萬 | 0.04% | 00.0% | 不變 |
| Capital Square, LLC | 3,668 | $30.3 萬 | 0.16% | −800−17.9% | 減碼 |
| Trust Co of Virginia | 3,776 | $30.3 萬 | 0.03% | +300+8.6% | 加碼 |
| Grove Street Fiduciary, LLC | 3,766 | $30.2 萬 | 0.15% | 00.0% | 不變 |
| New Covenant Trust Company, N.A. | 3,791 | $30.1 萬 | 0.27% | −54−1.4% | 減碼 |
| Outlook Wealth Advisors, LLC | 3,759 | $30.1 萬 | 0.08% | +19+0.5% | 加碼 |
| Granite Harbor Advisors, Inc. | 3,743 | $30.0 萬 | 0.14% | +417+12.5% | 加碼 |
| DecisionMap Wealth Management, LLC | 3,742 | $30.0 萬 | 0.21% | +3,742 | 新進 |
| Victory Financial Group, LLC | 3,734 | $29.9 萬 | 0.05% | −74−1.9% | 減碼 |
| Klingman & Associates, LLC | 3,734 | $29.9 萬 | 0.02% | +3,734 | 新進 |
| Five Oceans Advisors | 3,723 | $29.8 萬 | 0.13% | −505−11.9% | 減碼 |
| X-Square Capital, LLC | 3,717 | $29.8 萬 | 0.11% | −149−3.9% | 減碼 |
| Ibex Wealth Advisors | 3,710 | $29.7 萬 | 0.03% | −11,037−74.8% | 減碼 |
| MBB Public Markets I LLC | 3,706 | $29.7 萬 | 0.03% | −835−18.4% | 減碼 |
| Beck Mack & Oliver LLC | 3,682 | $29.5 萬 | 0.01% | −400−9.8% | 減碼 |
| VisionPoint Advisory Group, LLC | 3,676 | $29.5 萬 | 0.06% | +3,676 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,670 | $29.4 萬 | 0.08% | +230+6.7% | 加碼 |
| Beaumont Financial Advisors, LLC | 3,662 | $29.3 萬 | 0.02% | +530+16.9% | 加碼 |
| Koss-Olinger Consulting, LLC | 3,660 | $29.3 萬 | 0.02% | −1,258−25.6% | 減碼 |
| Carbahal Olsen Financial Services Group, LLC | 3,660 | $29.3 萬 | 0.25% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,658 | $29.3 萬 | 0.02% | −569−13.5% | 減碼 |
| Redwood Investment Management, LLC | 3,652 | $29.3 萬 | 0.03% | −2,745−42.9% | 減碼 |
| Saxon Interests, Inc. | 4,081 | $29.3 萬 | 0.14% | 00.0% | 不變 |
| Motive Wealth Advisors | 3,655 | $29.3 萬 | 0.13% | +129+3.7% | 加碼 |
| Juncture Wealth Strategies, LLC | 3,650 | $29.2 萬 | 0.10% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 3,649 | $29.2 萬 | 0.11% | −108−2.9% | 減碼 |
| Seed Wealth Management, Inc. | 3,643 | $29.2 萬 | 0.22% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 3,639 | $29.2 萬 | 0.03% | +19+0.5% | 加碼 |
| Endowment Wealth Management, Inc. | 3,638 | $29.1 萬 | 0.15% | −22−0.6% | 減碼 |
| Convergence Financial, LLC | 3,636 | $29.1 萬 | 0.05% | +268+8.0% | 加碼 |
| Lifelong Wealth Advisors, Inc. | 3,630 | $29.1 萬 | 0.10% | +104+2.9% | 加碼 |
| Boston Family Office LLC | 3,623 | $29.0 萬 | 0.02% | 00.0% | 不變 |
| Frederick Financial Consultants, LLC | 3,618 | $29.0 萬 | 0.18% | +832+29.9% | 加碼 |
| Eagle Wealth Strategies LLC | 3,599 | $28.8 萬 | 0.16% | −20−0.6% | 減碼 |
| SWP Financial LLC | 3,597 | $28.8 萬 | 0.16% | 00.0% | 不變 |
| Riverbend Wealth Management, LLC | 3,584 | $28.7 萬 | 0.22% | +3,584 | 新進 |
| WT Wealth Management | 3,582 | $28.7 萬 | 0.09% | +306+9.3% | 加碼 |
| Heritage Wealth Management, Inc. | 3,580 | $28.7 萬 | 0.09% | −375−9.5% | 減碼 |
| Cherry Tree Wealth Management, LLC | 3,579 | $28.7 萬 | 0.07% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 3,572 | $28.6 萬 | 0.01% | +166+4.9% | 加碼 |
| BIP Wealth, LLC | 3,570 | $28.6 萬 | 0.02% | −1,996−35.9% | 減碼 |
| Oregon Pacific Wealth Management, LLC | 3,549 | $28.4 萬 | 0.27% | +45+1.3% | 加碼 |
| BXM Wealth LLC | 3,545 | $28.4 萬 | 0.34% | +269+8.2% | 加碼 |
| Wedgewood Investors Inc | 3,543 | $28.4 萬 | 0.33% | −141−3.8% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 3,504 | $28.1 萬 | 0.10% | −531−13.2% | 減碼 |
| Custom Index Systems, LLC | 3,500 | $28.0 萬 | 0.13% | 00.0% | 不變 |
| True Link Financial Advisors, LLC | 3,497 | $28.0 萬 | 0.02% | −1,542−30.6% | 減碼 |
| Vista Private Wealth Partners. LLC | 3,496 | $28.0 萬 | 0.09% | +3,496 | 新進 |
| Hazlett, Burt & Watson, Inc. | 3,495 | $28.0 萬 | 0.11% | −539−13.4% | 減碼 |
| McMill Wealth Management | 3,491 | $28.0 萬 | 0.09% | +12+0.3% | 加碼 |
| Regal Investment Advisors LLC | 3,491 | $28.0 萬 | 0.02% | −439−11.2% | 減碼 |
| Northstar Group, Inc. | 3,474 | $27.8 萬 | 0.04% | 00.0% | 不變 |
| Sprinkle Financial Consultants LLC | 3,473 | $27.8 萬 | 0.17% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 3,469 | $27.8 萬 | 0.03% | +10.0% | 加碼 |
| SFE Investment Counsel | 3,467 | $27.8 萬 | 0.05% | +68+2.0% | 加碼 |
| Phillips Wealth Planners LLC | 3,403 | $27.8 萬 | 0.25% | +3,403 | 新進 |
| First Interstate Bank | 3,462 | $27.7 萬 | 0.02% | −24−0.7% | 減碼 |
| Octavia Wealth Advisors, LLC | 3,457 | $27.7 萬 | 0.03% | −387−10.1% | 減碼 |
| Ashton Thomas Securities, LLC | 3,457 | $27.7 萬 | 0.07% | −273−7.3% | 減碼 |
| Amarillo National Bank | 3,450 | $27.6 萬 | 0.05% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 3,448 | $27.6 萬 | 0.02% | −430−11.1% | 減碼 |