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 |
|---|---|---|---|---|---|
| Goldstone Financial Group, LLC | 2,902 | $24.3 萬 | 0.03% | −322−10.0% | 減碼 |
| Hickory Point Bank & Trust | 3,027 | $24.3 萬 | 0.20% | 00.0% | 不變 |
| City Center Advisors, LLC | 3,026 | $24.2 萬 | 0.26% | −900−22.9% | 減碼 |
| Tobias Financial Advisors, Inc. | 3,022 | $24.2 萬 | 0.04% | +202+7.2% | 加碼 |
| Headinvest, LLC | 3,021 | $24.2 萬 | 0.05% | −184−5.7% | 減碼 |
| Wellington Capital Management, Inc. | 3,015 | $24.2 萬 | 0.36% | +3,015 | 新進 |
| RW Investment Management LLC | 3,014 | $24.1 萬 | 0.03% | +142+4.9% | 加碼 |
| Green Harvest Asset Management LLC | 3,011 | $24.1 萬 | 0.00% | −1,214−28.7% | 減碼 |
| Investment Advisory Services Inc | 3,008 | $24.1 萬 | 0.08% | +208+7.4% | 加碼 |
| Hengehold Capital Management LLC | 3,002 | $24.1 萬 | 0.02% | +2+0.1% | 加碼 |
| Torray LLC | 3,000 | $24.0 萬 | 0.03% | 00.0% | 不變 |
| Foster & Motley Inc | 2,993 | $24.0 萬 | 0.01% | +31+1.0% | 加碼 |
| Bordeaux Wealth Advisors LLC | 2,993 | $24.0 萬 | 0.03% | −296−9.0% | 減碼 |
| North Capital, Inc. | 2,990 | $24.0 萬 | 0.21% | −4−0.1% | 減碼 |
| Braun-Bostich & Associates Inc. | 2,986 | $23.9 萬 | 0.16% | −453−13.2% | 減碼 |
| Asset Planning,Inc | 2,985 | $23.9 萬 | 0.18% | +14+0.5% | 加碼 |
| CPA Asset Management LLC | 2,980 | $23.9 萬 | 0.10% | 00.0% | 不變 |
| Challenger Wealth Management | 2,979 | $23.9 萬 | 0.17% | +24+0.8% | 加碼 |
| SOA Wealth Advisors, LLC. | 2,978 | $23.9 萬 | 0.04% | −100−3.2% | 減碼 |
| RDA Financial Network | 2,966 | $23.8 萬 | 0.06% | −11−0.4% | 減碼 |
| BNC Wealth Management, LLC | 2,966 | $23.8 萬 | 0.07% | 00.0% | 不變 |
| Old Mission Investment Co LLC | 2,966 | $23.8 萬 | 0.06% | +7+0.2% | 加碼 |
| Baldwin Investment Management, LLC | 2,964 | $23.7 萬 | 0.03% | −194−6.1% | 減碼 |
| Sovereign Financial Group, Inc. | 2,960 | $23.7 萬 | 0.05% | +51+1.8% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 2,949 | $23.7 萬 | 0.10% | 00.0% | 不變 |
| TFB Advisors LLC | 2,947 | $23.6 萬 | 0.06% | +62+2.1% | 加碼 |
| Kera Capital Partners, Inc. | 2,947 | $23.6 萬 | 0.05% | +2,947 | 新進 |
| Hemington Wealth Management | 2,948 | $23.6 萬 | 0.03% | +428+17.0% | 加碼 |
| Uptown Financial Advisors LLC | 2,940 | $23.6 萬 | 0.22% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 2,922 | $23.4 萬 | 0.02% | +18+0.6% | 加碼 |
| Bank of Hawaii | 2,916 | $23.4 萬 | 0.01% | −251−7.9% | 減碼 |
| GDS Wealth Management | 2,914 | $23.3 萬 | 0.02% | +124+4.4% | 加碼 |
| Retireful, LLC | 2,914 | $23.3 萬 | 0.16% | +2,914 | 新進 |
| KWMG, LLC | 2,913 | $23.3 萬 | 0.02% | +21+0.7% | 加碼 |
| Blalock Williams, LLC | 2,907 | $23.3 萬 | 0.23% | −16−0.5% | 減碼 |
| Quarry LP | 2,867 | $23.0 萬 | 0.05% | −4,915−63.2% | 減碼 |
| Next Level Private LLC | 2,865 | $23.0 萬 | 0.07% | +28+1.0% | 加碼 |
| American Trust | 2,862 | $22.9 萬 | 0.02% | −72−2.5% | 減碼 |
| Holistic Financial Partners | 2,860 | $22.9 萬 | 0.10% | +2,860 | 新進 |
| Cookson Peirce & Co Inc | 2,854 | $22.9 萬 | 0.01% | +2,854 | 新進 |
| von Borstel & Associates, Inc. | 2,950 | $22.8 萬 | 0.06% | +32+1.1% | 加碼 |
| Michels Family Financial, LLC | 2,845 | $22.8 萬 | 0.19% | +8+0.3% | 加碼 |
| Enterprise Financial Services Corp | 2,845 | $22.8 萬 | 0.12% | +2,845 | 新進 |
| Independent Wealth Network Inc. | 2,843 | $22.8 萬 | 0.08% | +54+1.9% | 加碼 |
| New World Advisors LLC | 2,842 | $22.8 萬 | 0.05% | +2,842 | 新進 |
| Lion Street Advisors, LLC | 2,820 | $22.6 萬 | 0.07% | +2,820 | 新進 |
| Powell Investment Advisors, LLC | 2,817 | $22.6 萬 | 0.08% | 00.0% | 不變 |
| Ironwood Financial, llc | 3,141 | $22.5 萬 | 0.05% | 00.0% | 不變 |
| JB Capital LLC | 2,801 | $22.4 萬 | 0.01% | +10+0.4% | 加碼 |
| Elk River Wealth Management, LLC | 2,800 | $22.4 萬 | 0.04% | 00.0% | 不變 |
| NewSquare Capital LLC | 2,800 | $22.4 萬 | 0.02% | +739+35.9% | 加碼 |
| Warren Street Wealth Advisors, LLC | 2,798 | $22.4 萬 | 0.07% | +2,798 | 新進 |
| United Community Bank | 2,793 | $22.4 萬 | 0.08% | +35+1.3% | 加碼 |
| Cascades Capital Asset Management, LLC | 2,793 | $22.4 萬 | 0.12% | +968+53.0% | 加碼 |
| Investment Partners, Ltd. | 2,790 | $22.4 萬 | 0.08% | +2,790 | 新進 |
| Fusion Capital, LLC | 2,788 | $22.3 萬 | 0.08% | +2,788 | 新進 |
| AXS Investments LLC | 2,783 | $22.3 萬 | 0.09% | −854−23.5% | 減碼 |
| Jackson Thornton Asset Management, LLC | 2,728 | $22.3 萬 | 0.03% | +2,728 | 新進 |
| Winch Advisory Services, LLC | 2,770 | $22.2 萬 | 0.05% | +14+0.5% | 加碼 |
| Cherrydale Wealth Management, LLC | 2,769 | $22.2 萬 | 0.08% | +2,769 | 新進 |
| AGH Wealth Advisors, LLC | 2,767 | $22.2 萬 | 0.18% | +2,767 | 新進 |
| Montz Harcus Wealth Management LLC | 2,765 | $22.2 萬 | 0.11% | +2,765 | 新進 |
| Quantum Private Wealth, LLC | 2,750 | $22.0 萬 | 0.07% | +2,750 | 新進 |
| Aspire Capital Advisors LLC | 2,746 | $22.0 萬 | 0.06% | +2,746 | 新進 |
| Skyline Advisors, Inc. | 2,742 | $22.0 萬 | 0.08% | +2,742 | 新進 |
| WBH Advisory Inc | 2,739 | $21.9 萬 | 0.02% | −61−2.2% | 減碼 |
| Affinity Capital Advisors, LLC | 2,737 | $21.9 萬 | 0.04% | −1,570−36.5% | 減碼 |
| Park Square Financial Group, LLC | 2,731 | $21.9 萬 | 0.16% | −36−1.3% | 減碼 |
| West Paces Advisors Inc. | 2,723 | $21.8 萬 | 0.05% | −70−2.5% | 減碼 |
| Black Diamond Financial, LLC | 2,722 | $21.8 萬 | 0.03% | −2,134−43.9% | 減碼 |
| J. W. Coons Advisors, LLC | 2,720 | $21.8 萬 | 0.05% | +2,720 | 新進 |
| Verus Financial Partners, Inc. | 2,661 | $21.8 萬 | 0.02% | +2,661 | 新進 |
| Acorn Creek Capital LLC | 2,715 | $21.8 萬 | 0.09% | +2,715 | 新進 |
| Twin Peaks Wealth Advisors, LLC | 2,734 | $21.7 萬 | 0.07% | +2,734 | 新進 |
| Wealth Watch Advisors, INC | 1,829 | $21.7 萬 | 0.13% | +1,829 | 新進 |
| Clear Investment Research, LLC | 2,701 | $21.6 萬 | 0.27% | −33−1.2% | 減碼 |
| Aries Wealth Management | 2,700 | $21.6 萬 | 0.06% | +2,700 | 新進 |
| Rodgers Brothers Inc. | 2,700 | $21.6 萬 | 0.03% | −125−4.4% | 減碼 |
| Cohen & Steers, Inc. | 2,700 | $21.6 萬 | 0.00% | −1,900−41.3% | 減碼 |
| Axiom Financial Strategies, LLC | 2,691 | $21.6 萬 | 0.12% | +2,691 | 新進 |
| Gratus Wealth Advisors, LLC | 2,688 | $21.5 萬 | 0.03% | +2,688 | 新進 |
| Clear Creek Financial Management, LLC | 2,672 | $21.4 萬 | 0.02% | +2,672 | 新進 |
| LM Advisors LLC | 2,667 | $21.4 萬 | 0.03% | +2,667 | 新進 |
| IFC Advisors LLC | 2,670 | $21.4 萬 | 0.04% | +2,670 | 新進 |
| Howard Financial Services, Ltd. | 2,662 | $21.3 萬 | 0.03% | −190−6.7% | 減碼 |
| NCM Capital Management, LLC | 2,660 | $21.3 萬 | 0.09% | +2,660 | 新進 |
| Idaho Trust Bank | 2,658 | $21.3 萬 | 0.08% | +2,658 | 新進 |
| Orion Capital Management LLC | 2,658 | $21.3 萬 | 0.08% | +2+0.1% | 加碼 |
| Somerville Kurt F | 2,650 | $21.2 萬 | 0.04% | +2,650 | 新進 |
| Clarkston Capital Partners, LLC | 2,650 | $21.2 萬 | 0.00% | +2,650 | 新進 |
| Galvin, Gaustad & Stein, LLC | 2,650 | $21.2 萬 | 0.02% | +2,650 | 新進 |
| BHK Investment Advisors, LLC | 2,646 | $21.2 萬 | 0.08% | +2,646 | 新進 |
| Parkside Advisors LLC | 2,644 | $21.2 萬 | 0.05% | +2,644 | 新進 |
| Werba Rubin Papier Wealth Management | 2,638 | $21.1 萬 | 0.04% | +2,638 | 新進 |
| Spring Capital Management, LLC | 2,638 | $21.1 萬 | 0.11% | +2,638 | 新進 |
| Southeast Asset Advisors Inc. | 2,636 | $21.1 萬 | 0.03% | +2,636 | 新進 |
| LifePlan Financial, LLC | 2,635 | $21.1 萬 | 0.17% | −885−25.1% | 減碼 |
| New Millennium Group LLC | 2,629 | $21.1 萬 | 0.12% | +4+0.2% | 加碼 |
| Amussen Hunsaker Associates LLC | 2,619 | $21.0 萬 | 0.02% | +2,619 | 新進 |
| Focused Wealth Management, Inc | 2,616 | $21.0 萬 | 0.03% | +2,616 | 新進 |