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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 55,974 | $411.1 萬 | 0.19% | +14,715+35.7% | 加碼 |
| Aft, Forsyth & Sober, LLC | 51,200 | $410.2 萬 | 1.39% | +800+1.6% | 加碼 |
| Cynosure Management, LLC | 51,198 | $410.2 萬 | 0.46% | 00.0% | 不變 |
| Asio Capital, LLC | 51,146 | $409.8 萬 | 0.68% | +1,757+3.6% | 加碼 |
| Slagle Financial, LLC | 50,908 | $407.9 萬 | 1.64% | +46,787+1,135.3% | 加碼 |
| Haverford Trust Co | 50,904 | $407.8 萬 | 0.04% | −4,248−7.7% | 減碼 |
| Pitcairn Co | 50,798 | $407.0 萬 | 0.27% | −7,794−13.3% | 減碼 |
| Wetherby Asset Management Inc | 50,735 | $406.5 萬 | 0.18% | +50,735 | 新進 |
| Cohen Investment Advisors LLC | 50,576 | $405.2 萬 | 2.12% | +1,442+2.9% | 加碼 |
| 44 Wealth Management LLC | 50,465 | $404.3 萬 | 1.43% | −208−0.4% | 減碼 |
| SOL Capital Management CO | 50,313 | $403.1 萬 | 0.39% | −200−0.4% | 減碼 |
| BDF-Gestion | 50,000 | $400.6 萬 | 0.45% | +50,000 | 新進 |
| Great Lakes Retirement, Inc. | 49,950 | $400.2 萬 | 0.47% | +18,961+61.2% | 加碼 |
| Stonebridge Capital Advisors LLC | 49,819 | $399.2 萬 | 0.30% | −849−1.7% | 減碼 |
| IMS Capital Management | 49,517 | $396.7 萬 | 1.85% | +741+1.5% | 加碼 |
| Pavion Blue Capital, LLC | 49,472 | $396.4 萬 | 1.76% | −1,204−2.4% | 減碼 |
| Fiduciary Trust Co | 49,354 | $395.4 萬 | 0.05% | +625+1.3% | 加碼 |
| Moody National Bank Trust Division | 49,196 | $394.2 萬 | 0.36% | +3,201+7.0% | 加碼 |
| Fundamentun, LLC | 49,145 | $393.8 萬 | 0.18% | +38,517+362.4% | 加碼 |
| Brookmont Capital Management | 49,122 | $393.6 萬 | 2.26% | −20,146−29.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 48,737 | $390.5 萬 | 0.16% | +2,708+5.9% | 加碼 |
| HF Advisory Group, LLC | 48,644 | $389.7 萬 | 1.54% | +6,738+16.1% | 加碼 |
| NVWM, LLC | 48,495 | $388.5 萬 | 0.94% | +8,663+21.7% | 加碼 |
| Caisse des Depots Et Consignations | 48,355 | $387.4 萬 | 0.16% | +48,355 | 新進 |
| Long Run Wealth Advisors, LLC | 48,040 | $384.9 萬 | 0.81% | −2,510−5.0% | 減碼 |
| Qtron Investments LLC | 47,721 | $382.3 萬 | 0.49% | −1,739−3.5% | 減碼 |
| Stonegate Investment Group, LLC | 47,512 | $380.7 萬 | 0.10% | +1,416+3.1% | 加碼 |
| Somerset Group LLC | 47,500 | $380.6 萬 | 3.22% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 47,460 | $380.2 萬 | 0.78% | +36,840+346.9% | 加碼 |
| Transcend Wealth Collective, LLC | 47,323 | $379.2 萬 | 0.29% | −1,181−2.4% | 減碼 |
| Convergence Investment Partners, LLC | 47,194 | $378.1 萬 | 0.96% | −5,484−10.4% | 減碼 |
| Clear Harbor Asset Management, LLC | 47,093 | $377.3 萬 | 0.28% | +470+1.0% | 加碼 |
| Shayne & Co., LLC | 46,969 | $376.3 萬 | 1.24% | −1,208−2.5% | 減碼 |
| Quantbot Technologies LP | 46,740 | $374.5 萬 | 0.10% | +46,740 | 新進 |
| Shell Asset Management Co | 46,723 | $374.3 萬 | 0.13% | +14,093+43.2% | 加碼 |
| Trust Point Inc. | 46,663 | $373.9 萬 | 0.35% | −1,377−2.9% | 減碼 |
| Joel Isaacson & Co., LLC | 46,630 | $373.6 萬 | 0.15% | −214−0.5% | 減碼 |
| Buckingham Strategic Partners | 46,517 | $372.7 萬 | 0.05% | −4,345−8.5% | 減碼 |
| Union Heritage Capital, LLC | 45,970 | $368.3 萬 | 1.28% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 45,754 | $366.6 萬 | 0.19% | +2,567+5.9% | 加碼 |
| Hilton Capital Management, LLC | 45,635 | $365.6 萬 | 0.29% | +45,635 | 新進 |
| Equitable Holdings, Inc. | 45,533 | $364.8 萬 | 0.03% | −17,219−27.4% | 減碼 |
| Angeles Wealth Management, LLC | 45,517 | $364.7 萬 | 0.25% | +878+2.0% | 加碼 |
| Welch & Forbes LLC | 45,506 | $364.6 萬 | 0.05% | −688−1.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 45,498 | $364.5 萬 | 0.04% | +15,624+52.3% | 加碼 |
| Gsa Capital Partners LLP | 45,439 | $364.1 萬 | 0.25% | +45,439 | 新進 |
| F/M Investments LLC | 45,255 | $362.5 萬 | 0.13% | +2,560+6.0% | 加碼 |
| Kuhn & Co Investment Counsel | 44,942 | $360.1 萬 | 2.72% | −61−0.1% | 減碼 |
| S&CO Inc | 44,503 | $356.5 萬 | 0.23% | −300−0.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 44,354 | $355.4 萬 | 0.12% | −5,039−10.2% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $355.0 萬 | 0.03% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 44,615 | $354.7 萬 | 0.36% | +1,824+4.3% | 加碼 |
| D L Carlson Investment Group Inc | 44,108 | $353.4 萬 | 0.64% | −111−0.3% | 減碼 |
| Brookstone Capital Management | 44,038 | $352.8 萬 | 0.05% | +3,408+8.4% | 加碼 |
| Alpha Cubed Investments, LLC | 44,000 | $352.5 萬 | 0.13% | +1,353+3.2% | 加碼 |
| Foundations Investment Advisors, LLC | 43,845 | $351.3 萬 | 0.06% | +5,609+14.7% | 加碼 |
| Cornercap Investment Counsel Inc | 43,641 | $349.7 萬 | 1.82% | −7,016−13.9% | 減碼 |
| WCG Wealth Advisors LLC | 43,239 | $346.4 萬 | 0.22% | −412−0.9% | 減碼 |
| Smith, Salley & Associates | 43,236 | $346.4 萬 | 0.20% | −572−1.3% | 減碼 |
| Cullinan Associates Inc | 43,166 | $345.8 萬 | 0.23% | +220+0.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 42,997 | $344.5 萬 | 0.05% | −16,277−27.5% | 減碼 |
| HM Payson & Co | 42,888 | $343.6 萬 | 0.05% | −1,439−3.2% | 減碼 |
| Avestar Capital, LLC | 42,881 | $343.6 萬 | 0.25% | +1,080+2.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 42,881 | $343.6 萬 | 0.01% | +42,881 | 新進 |
| Ballentine Partners, LLC | 42,845 | $343.3 萬 | 0.05% | −835−1.9% | 減碼 |
| SWS Partners | 42,662 | $341.8 萬 | 0.92% | −1,823−4.1% | 減碼 |
| Franklin Street Advisors Inc | 42,601 | $341.3 萬 | 0.21% | −220−0.5% | 減碼 |
| Gs Investments, Inc. | 42,400 | $339.7 萬 | 1.51% | 00.0% | 不變 |
| InvesTrust | 42,372 | $339.5 萬 | 1.31% | −63,657−60.0% | 減碼 |
| Capital Investment Advisors, LLC | 42,362 | $339.4 萬 | 0.06% | −2,593−5.8% | 減碼 |
| Benjamin Edwards Inc | 42,259 | $338.6 萬 | 0.04% | +5,238+14.1% | 加碼 |
| Twin City Private Wealth, LLC | 42,224 | $338.3 萬 | 2.76% | −4,416−9.5% | 減碼 |
| Wesbanco Bank Inc | 42,222 | $338.3 萬 | 0.10% | +6,698+18.9% | 加碼 |
| New Age Alpha Advisors, LLC | 42,142 | $337.6 萬 | 0.15% | −13,741−24.6% | 減碼 |
| Peoples Bank | 42,138 | $337.6 萬 | 2.26% | −116−0.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 42,048 | $336.9 萬 | 0.05% | +32,864+357.8% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 42,043 | $336.8 萬 | 0.43% | −19,678−31.9% | 減碼 |
| Argyle Capital Management Inc. | 41,936 | $336.0 萬 | 1.22% | −860−2.0% | 減碼 |
| White Pine Capital LLC | 41,932 | $336.0 萬 | 1.07% | −676−1.6% | 減碼 |
| Ronald Blue Trust, Inc. | 41,762 | $334.6 萬 | 0.04% | +5,439+15.0% | 加碼 |
| Atom Investors LP | 41,611 | $333.4 萬 | 0.30% | +34,183+460.2% | 加碼 |
| Choate Investment Advisors | 41,517 | $332.6 萬 | 0.07% | +503+1.2% | 加碼 |
| Foster Group, Inc. | 41,204 | $330.1 萬 | 0.11% | −192−0.5% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 41,121 | $329.5 萬 | 0.75% | +1,250+3.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 41,023 | $328.7 萬 | 0.26% | +7,813+23.5% | 加碼 |
| Pallas Capital Advisors LLC | 41,007 | $328.6 萬 | 0.13% | −936−2.2% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 41,000 | $328.5 萬 | 0.27% | 00.0% | 不變 |
| Trust Asset Management LLC | 40,968 | $328.2 萬 | 0.24% | 00.0% | 不變 |
| RFG Advisory, LLC | 40,729 | $326.3 萬 | 0.08% | −1,150−2.7% | 減碼 |
| Parallel Advisors, LLC | 40,668 | $325.8 萬 | 0.07% | +786+2.0% | 加碼 |
| KCM Investment Advisors LLC | 40,360 | $323.4 萬 | 0.11% | −871−2.1% | 減碼 |
| Wolverine Trading, LLC | 40,653 | $323.2 萬 | 0.08% | −9,908−19.6% | 減碼 |
| IFP Advisors, Inc | 40,080 | $321.9 萬 | 0.09% | +24+0.1% | 加碼 |
| Steel Peak Wealth Management LLC | 40,171 | $321.9 萬 | 0.13% | +30,906+333.6% | 加碼 |
| NWF Advisory Services Inc. | 40,125 | $321.5 萬 | 0.38% | +550+1.4% | 加碼 |
| Central Trust Co | 40,050 | $320.9 萬 | 0.07% | +1,526+4.0% | 加碼 |
| Oarsman Capital, Inc. | 40,030 | $320.7 萬 | 0.50% | +1,305+3.4% | 加碼 |
| PCJ Investment Counsel Ltd. | 40,000 | $320.5 萬 | 1.09% | +40,000 | 新進 |
| Sumitomo Life Insurance Co | 39,322 | $315.0 萬 | 0.21% | −2,447−5.9% | 減碼 |
| Optimas Capital Ltd | 39,300 | $314.9 萬 | 3.32% | −22,600−36.5% | 減碼 |