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 2,883 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
- 2,634
- 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 951 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 109,834 | $880.0 萬 | 0.17% | +96,430+719.4% | 加碼 |
| Integrated Wealth Concepts LLC | 109,506 | $877.4 萬 | 0.09% | −9,860−8.3% | 減碼 |
| Whittier Trust Co | 109,251 | $875.3 萬 | 0.11% | −1,030−0.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 108,790 | $871.6 萬 | 0.10% | −4,597−4.1% | 減碼 |
| Clearbridge Investments, LLC | 108,380 | $868.3 萬 | 0.01% | +1,410+1.3% | 加碼 |
| Monte Financial Group, LLC | 108,100 | $866.1 萬 | 3.37% | −685−0.6% | 減碼 |
| Baxter Bros Inc | 107,832 | $864.0 萬 | 1.06% | −1,640−1.5% | 減碼 |
| RiverFront Investment Group, LLC | 107,490 | $861.2 萬 | 0.17% | +5,150+5.0% | 加碼 |
| Vestcor Inc | 106,609 | $854.2 萬 | 0.26% | +14,253+15.4% | 加碼 |
| California First Leasing Corp | 106,400 | $852.5 萬 | 3.54% | 00.0% | 不變 |
| FJ Capital Management LLC | 105,067 | $841.8 萬 | 0.89% | +4,970+5.0% | 加碼 |
| DKRT Investments Corp. | 105,000 | $841.3 萬 | 2.04% | +105,000 | 新進 |
| Salzhauer Michael | 104,707 | $838.9 萬 | 5.29% | −25,526−19.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 104,705 | $838.9 萬 | 0.32% | +3,168+3.1% | 加碼 |
| FineMark National Bank & Trust | 104,387 | $836.3 萬 | 0.28% | +53,441+104.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 103,811 | $831.7 萬 | 0.13% | −793−0.8% | 減碼 |
| Argent Trust Co | 102,717 | $823.0 萬 | 0.31% | +13,916+15.7% | 加碼 |
| Investment Management Corp of Ontario | 102,520 | $821.4 萬 | 0.12% | −13,100−11.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 102,378 | $820.3 萬 | 0.17% | +18,995+22.8% | 加碼 |
| Simplicity Wealth,LLC | 102,196 | $818.8 萬 | 0.34% | +51,103+100.0% | 加碼 |
| Gotham Asset Management, LLC | 102,157 | $818.5 萬 | 0.05% | +2,932+3.0% | 加碼 |
| Empower Advisory Group, LLC | 101,856 | $816.1 萬 | 0.02% | +18,562+22.3% | 加碼 |
| Canada Post Corp Registered Pension Plan | 101,270 | $811.4 萬 | 0.48% | +101,270 | 新進 |
| Alerus Financial NA | 100,869 | $808.2 萬 | 0.58% | +1,347+1.4% | 加碼 |
| Siemens Fonds Invest GmbH | 100,454 | $804.8 萬 | 0.47% | +5,151+5.4% | 加碼 |
| Goelzer Investment Management, Inc. | 100,076 | $801.8 萬 | 0.44% | −771−0.8% | 減碼 |
| Summit Trail Advisors, LLC | 99,426 | $796.6 萬 | 0.14% | +99,426 | 新進 |
| Burney Co | 99,008 | $793.3 萬 | 0.27% | −50,363−33.7% | 減碼 |
| Unison Asset Management LLC | 98,918 | $792.5 萬 | 3.99% | +1,303+1.3% | 加碼 |
| Hutchinson Capital Management | 98,511 | $789.3 萬 | 1.44% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 97,159 | $778.4 萬 | 0.11% | +12,512+14.8% | 加碼 |
| River Road Asset Management, LLC | 96,144 | $775.2 萬 | 0.10% | +96,144 | 新進 |
| Farther Finance Advisors, LLC | 96,603 | $774.0 萬 | 0.16% | +8,809+10.0% | 加碼 |
| Engineers Gate Manager LP | 96,223 | $770.9 萬 | 0.10% | +75,827+371.8% | 加碼 |
| Intact Investment Management Inc. | 95,700 | $766.7 萬 | 0.26% | −7,100−6.9% | 減碼 |
| Quadrature Capital Ltd | 95,591 | $765.3 萬 | 0.13% | +95,591 | 新進 |
| DRW Securities, LLC | 95,012 | $761.5 萬 | 0.54% | −15,738−14.2% | 減碼 |
| Alberta Investment Management Corp | 95,000 | $761.1 萬 | 0.06% | −75,363−44.2% | 減碼 |
| Winslow Asset Management Inc | 94,131 | $754.2 萬 | 1.52% | +980+1.1% | 加碼 |
| TownSquare Capital, LLC | 93,285 | $747.4 萬 | 0.73% | −352,835−79.1% | 減碼 |
| Morgan Dempsey Capital Management LLC | 92,304 | $739.5 萬 | 3.09% | +18,661+25.3% | 加碼 |
| Oddo BHF Asset Management SAS | 92,064 | $737.6 萬 | 0.28% | −1,732−1.8% | 減碼 |
| Dorsey Wright & Associates | 92,052 | $737.5 萬 | 1.75% | +64,535+234.5% | 加碼 |
| Savant Capital, LLC | 91,959 | $736.8 萬 | 0.05% | +3,556+4.0% | 加碼 |
| Assenagon Asset Management S.A. | 91,956 | $736.8 萬 | 0.01% | −664−0.7% | 減碼 |
| Pensionmark Financial Group, LLC | 91,807 | $735.6 萬 | 0.17% | +4,167+4.8% | 加碼 |
| Trajan Wealth LLC | 91,685 | $734.6 萬 | 0.36% | +14,720+19.1% | 加碼 |
| Group One Trading, L.P. | 91,391 | $732.2 萬 | 0.24% | +88,781+3,401.6% | 加碼 |
| Twin Tree Management, LP | 91,314 | $731.6 萬 | 0.18% | +12,704+16.2% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 91,211 | $730.8 萬 | 2.61% | −565−0.6% | 減碼 |
| Hennessy Advisors Inc | 91,000 | $729.1 萬 | 0.24% | −1,000−1.1% | 減碼 |
| Black Cypress Capital Management, LLC | 90,987 | $729.0 萬 | 5.96% | −41,189−31.2% | 減碼 |
| Umb Bank N A | 90,916 | $728.4 萬 | 0.11% | −3,124−3.3% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $728.3 萬 | 0.24% | 00.0% | 不變 |
| Beacon Financial Group | 90,005 | $721.1 萬 | 0.75% | −5,435−5.7% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 89,537 | $717.4 萬 | 0.50% | −6,206−6.5% | 減碼 |
| Marathon Trading Investment Management LLC | 89,318 | $715.6 萬 | 4.29% | −5,000−5.3% | 減碼 |
| Edgestream Partners, L.P. | 88,986 | $713.0 萬 | 0.20% | +88,986 | 新進 |
| Gifford Fong Associates | 88,052 | $705.5 萬 | 1.62% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 87,689 | $702.6 萬 | 0.67% | +1,591+1.8% | 加碼 |
| XTX Topco Ltd | 87,666 | $702.4 萬 | 0.29% | +87,666 | 新進 |
| Wesleyan Assurance Society | 86,500 | $692.5 萬 | 0.45% | 00.0% | 不變 |
| Western Financial Corp | 86,377 | $692.1 萬 | 3.71% | −9,835−10.2% | 減碼 |
| Quadrant Capital Group LLC | 86,345 | $691.8 萬 | 0.25% | +21,718+33.6% | 加碼 |
| Vident Advisory, LLC | 85,884 | $688.1 萬 | 0.08% | +5,801+7.2% | 加碼 |
| Stephens Inc | 85,836 | $687.7 萬 | 0.09% | +2,224+2.7% | 加碼 |
| Gibraltar Capital Management, Inc. | 85,475 | $684.8 萬 | 1.34% | −4,747−5.3% | 減碼 |
| Mill Capital Management, LLC | 85,155 | $682.3 萬 | 0.53% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 85,044 | $681.4 萬 | 0.11% | −3,384−3.8% | 減碼 |
| Mission Wealth Management, LP | 84,881 | $680.1 萬 | 0.15% | −1,500−1.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 84,754 | $679.0 萬 | 0.13% | +2,704+3.3% | 加碼 |
| Oliver Luxxe Assets LLC | 84,180 | $674.4 萬 | 1.20% | +3,762+4.7% | 加碼 |
| Arrow Capital Pty Ltd | 54,954 | $672.0 萬 | 3.25% | +54,954 | 新進 |
| NorthRock Partners, LLC | 83,501 | $669.0 萬 | 0.17% | +344+0.4% | 加碼 |
| Erste Asset Management GmbH | 83,899 | $667.9 萬 | 0.06% | +83,899 | 新進 |
| Continental Advisors LLC | 83,106 | $665.8 萬 | 4.77% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 82,382 | $660.0 萬 | 0.17% | +6,722+8.9% | 加碼 |
| Olstein Capital Management, L.P. | 82,000 | $657.0 萬 | 1.23% | −3,716−4.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 81,710 | $654.7 萬 | 0.08% | +31,795+63.7% | 加碼 |
| Hamilton Capital Partners Inc. | 81,215 | $650.7 萬 | 0.33% | +8,016+11.0% | 加碼 |
| Van Eck Associates Corp | 80,681 | $646.4 萬 | 0.01% | +19,967+32.9% | 加碼 |
| DMKC Advisory Services, LLC | 80,963 | $645.4 萬 | 3.38% | +24,299+42.9% | 加碼 |
| Twinbeech Capital LP | 80,341 | $643.7 萬 | 0.15% | +80,341 | 新進 |
| Independent Advisor Alliance | 80,212 | $642.7 萬 | 0.19% | −1,720−2.1% | 減碼 |
| Twin Capital Management Inc | 80,148 | $642.1 萬 | 0.68% | +904+1.1% | 加碼 |
| Semmax Financial Advisors Inc. | 81,727 | $639.9 萬 | 1.65% | −2,415−2.9% | 減碼 |
| L2 Asset Management, LLC | 79,691 | $638.5 萬 | 1.05% | +7,291+10.1% | 加碼 |
| NBW Capital LLC | 79,332 | $635.6 萬 | 1.37% | −735−0.9% | 減碼 |
| Kingsview Wealth Management, LLC | 79,124 | $633.9 萬 | 0.11% | −191−0.2% | 減碼 |
| Kessler Investment Group, LLC | 78,961 | $632.6 萬 | 2.60% | −1,585−2.0% | 減碼 |
| HighPoint Advisor Group LLC | 78,820 | $631.5 萬 | 0.34% | +1,789+2.3% | 加碼 |
| Ritholtz Wealth Management | 78,720 | $630.7 萬 | 0.14% | +8,422+12.0% | 加碼 |
| AIA Group Ltd | 78,689 | $630.5 萬 | 0.14% | +8,050+11.4% | 加碼 |
| Apollon Wealth Management, LLC | 78,652 | $630.2 萬 | 0.12% | −1,785−2.2% | 減碼 |
| First National Bank of Omaha | 78,447 | $628.5 萬 | 0.41% | −1,569−2.0% | 減碼 |
| MUFG Securities Americas Inc. | 78,022 | $625.1 萬 | 0.54% | +13,085+20.2% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $616.9 萬 | 0.73% | 00.0% | 不變 |
| Vise Technologies, Inc. | 76,938 | $616.4 萬 | 0.25% | +76,938 | 新進 |
| Ameritas Investment Partners, Inc. | 76,874 | $615.8 萬 | 0.19% | −438−0.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 76,490 | $612.8 萬 | 0.07% | −91,248−54.4% | 減碼 |