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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 38,413 | $313.0 萬 | 0.15% | +2,045+5.6% | 加碼 |
| Rehmann Capital Advisory Group | 39,035 | $312.8 萬 | 0.19% | +3,736+10.6% | 加碼 |
| Summit Financial, LLC | 38,931 | $311.9 萬 | 0.07% | +13,737+54.5% | 加碼 |
| Capital Investment Counsel, Inc | 38,912 | $311.8 萬 | 0.41% | −896−2.3% | 減碼 |
| Tower Bridge Advisors | 38,876 | $311.5 萬 | 0.33% | +400+1.0% | 加碼 |
| Raiffeisen Bank International AG | 39,203 | $310.0 萬 | 0.05% | −754−1.9% | 減碼 |
| Stableford Capital II LLC | 36,658 | $309.1 萬 | 1.16% | −432−1.2% | 減碼 |
| Cidel Asset Management Inc | 38,560 | $308.9 萬 | 0.19% | −2,457−6.0% | 減碼 |
| Nomura Holdings Inc | 38,553 | $308.9 萬 | 0.02% | −130,212−77.2% | 減碼 |
| Cunning Capital Partners, LP | 38,454 | $308.1 萬 | 1.61% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 38,449 | $308.1 萬 | 0.52% | +1,242+3.3% | 加碼 |
| United Asset Strategies, Inc. | 38,412 | $307.8 萬 | 0.26% | −341−0.9% | 減碼 |
| Catalytic Wealth RIA, LLC | 38,328 | $307.1 萬 | 0.25% | +33,942+773.9% | 加碼 |
| Connable Office Inc | 38,222 | $306.2 萬 | 0.30% | −6,507−14.5% | 減碼 |
| CBOE Vest Financial, LLC | 37,958 | $304.1 萬 | 0.04% | +10,702+39.3% | 加碼 |
| Profund Advisors LLC | 37,922 | $303.8 萬 | 0.11% | −8,728−18.7% | 減碼 |
| Pring Turner Capital Group Inc | 37,837 | $303.2 萬 | 1.96% | −485−1.3% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,674 | $301.8 萬 | 0.52% | −40−0.1% | 減碼 |
| Fiduciary Family Office, LLC | 37,621 | $301.4 萬 | 0.99% | −1,327−3.4% | 減碼 |
| Yarbrough Capital, LLC | 37,485 | $300.3 萬 | 0.11% | 00.0% | 不變 |
| Legato Capital Management LLC | 37,484 | $300.3 萬 | 0.36% | 00.0% | 不變 |
| CTC LLC | 37,454 | $300.1 萬 | 0.19% | −90,702−70.8% | 減碼 |
| Atomi Financial Group, Inc. | 37,397 | $299.6 萬 | 0.11% | +2,895+8.4% | 加碼 |
| Miracle Mile Advisors, LLC | 37,337 | $299.1 萬 | 0.05% | +1,882+5.3% | 加碼 |
| Grant Private Wealth Management Inc | 37,281 | $298.7 萬 | 1.69% | +29,733+393.9% | 加碼 |
| Meiji Yasuda Life Insurance Co | 37,235 | $298.3 萬 | 0.09% | −1,438−3.7% | 減碼 |
| Freemont Management S.A. | 37,100 | $297.2 萬 | 0.49% | +8,700+30.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 37,122 | $297.2 萬 | 0.14% | +2,400+6.9% | 加碼 |
| Evercore Wealth Management, LLC | 37,075 | $297.0 萬 | 0.05% | +249+0.7% | 加碼 |
| Mainstay Capital Management LLC | 37,052 | $296.9 萬 | 0.15% | +18,853+103.6% | 加碼 |
| Schnieders Capital Management LLC | 36,627 | $293.5 萬 | 0.52% | +5,408+17.3% | 加碼 |
| American Money Management, LLC | 36,576 | $293.1 萬 | 0.52% | −130−0.4% | 減碼 |
| SBI Securities Co., Ltd. | 36,559 | $292.9 萬 | 0.08% | −1,596−4.2% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 36,483 | $292.3 萬 | 0.18% | −103−0.3% | 減碼 |
| Congress Park Capital LLC | 36,324 | $291.0 萬 | 0.95% | +4,173+13.0% | 加碼 |
| Chicago Partners Investment Group LLC | 34,761 | $291.0 萬 | 0.08% | +632+1.9% | 加碼 |
| Congress Wealth Management LLC | 36,034 | $288.7 萬 | 0.03% | +7,380+25.8% | 加碼 |
| Brown Brothers Harriman & Co | 36,030 | $288.7 萬 | 0.02% | +2,645+7.9% | 加碼 |
| Keystone Wealth Services, LLC | 35,979 | $288.3 萬 | 0.70% | +90.0% | 加碼 |
| Naviter Wealth, LLC | 35,903 | $287.7 萬 | 0.35% | +307+0.9% | 加碼 |
| NBT Bank N A | 35,786 | $286.7 萬 | 0.20% | −251−0.7% | 減碼 |
| Marco Investment Management LLC | 35,334 | $283.1 萬 | 0.24% | +5,383+18.0% | 加碼 |
| Marotta Asset Management | 35,181 | $281.9 萬 | 0.57% | −56−0.2% | 減碼 |
| Polymer Capital Management (US) LLC | 34,794 | $278.8 萬 | 0.46% | +34,794 | 新進 |
| Apella Capital, LLC | 33,736 | $277.8 萬 | 0.08% | +2,725+8.8% | 加碼 |
| La Banque Postale Asset Management SA | 34,611 | $277.3 萬 | 0.04% | −17,534−33.6% | 減碼 |
| FSB Premier Wealth Management, Inc. | 34,573 | $277.0 萬 | 0.99% | +5,707+19.8% | 加碼 |
| QV Investors Inc. | 34,497 | $276.4 萬 | 0.27% | +230+0.7% | 加碼 |
| Johnson Financial Group, Inc. | 34,437 | $275.9 萬 | 0.12% | +1,693+5.2% | 加碼 |
| Golden State Equity Partners | 34,275 | $274.6 萬 | 0.51% | +1,404+4.3% | 加碼 |
| We Are One Seven, LLC | 34,215 | $274.1 萬 | 0.09% | +2,557+8.1% | 加碼 |
| Applied Finance Capital Management, LLC | 34,207 | $274.1 萬 | 0.19% | +34,207 | 新進 |
| Miller Investment Management, LP | 34,082 | $273.1 萬 | 0.29% | 00.0% | 不變 |
| Grimes & Company, Inc. | 33,997 | $272.4 萬 | 0.07% | +1,987+6.2% | 加碼 |
| Central Pacific Bank - Trust Division | 33,953 | $272.0 萬 | 0.35% | −1,430−4.0% | 減碼 |
| E Fund Management Co., Ltd. | 33,859 | $271.3 萬 | 0.13% | −8,477−20.0% | 減碼 |
| Venture Visionary Partners LLC | 33,856 | $271.3 萬 | 0.10% | −2,014−5.6% | 減碼 |
| GHP Investment Advisors, Inc. | 33,462 | $268.1 萬 | 0.12% | +540+1.6% | 加碼 |
| Marks Group Wealth Management, Inc | 33,418 | $267.7 萬 | 0.25% | +3,245+10.8% | 加碼 |
| GM Advisory Group, Inc. | 33,408 | $267.7 萬 | 0.13% | +6,081+22.3% | 加碼 |
| Lummis Asset Management, LP | 33,495 | $267.0 萬 | 1.75% | −256−0.8% | 減碼 |
| Bennett Selby Investments LP | 33,168 | $265.7 萬 | 0.95% | +408+1.2% | 加碼 |
| David Loasby | 34,118 | $265.4 萬 | 0.23% | +179+0.5% | 加碼 |
| Talon Private Wealth, LLC | 33,031 | $264.6 萬 | 0.36% | +4,486+15.7% | 加碼 |
| Oak Thistle LLC | 32,987 | $264.3 萬 | 0.39% | +32,987 | 新進 |
| Aspire Private Capital, LLC | 32,761 | $262.5 萬 | 0.61% | +1,721+5.5% | 加碼 |
| Aptus Capital Advisors, LLC | 32,759 | $262.5 萬 | 0.03% | +1,193+3.8% | 加碼 |
| Stoneridge Investment Partners LLC | 32,722 | $262.2 萬 | 1.97% | +20,175+160.8% | 加碼 |
| One Wealth Advisors, LLC | 32,688 | $261.9 萬 | 0.36% | −414−1.3% | 減碼 |
| Advocate Group LLC | 32,433 | $259.9 萬 | 0.46% | +32,433 | 新進 |
| Northside Capital Management, LLC | 32,349 | $259.2 萬 | 0.20% | +4,819+17.5% | 加碼 |
| Massachusetts Wealth Management | 32,317 | $258.9 萬 | 1.46% | +200+0.6% | 加碼 |
| Ascent Group, LLC | 32,269 | $258.5 萬 | 0.10% | −10,760−25.0% | 減碼 |
| Skopos Labs, Inc. | 32,204 | $258.0 萬 | 0.34% | +5,749+21.7% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $258.0 萬 | 0.73% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,155 | $257.6 萬 | 1.15% | +50.0% | 加碼 |
| Sagespring Wealth Partners, LLC | 32,145 | $257.5 萬 | 0.06% | +5,254+19.5% | 加碼 |
| Cigna Investments Inc | 32,057 | $256.9 萬 | 0.44% | −1,015−3.1% | 減碼 |
| Avantra Family Wealth, Inc. | 32,057 | $256.8 萬 | 2.12% | +1,438+4.7% | 加碼 |
| AF Advisors, Inc. | 32,040 | $256.7 萬 | 0.89% | 00.0% | 不變 |
| National Asset Management, Inc. | 31,955 | $256.0 萬 | 0.12% | −11,751−26.9% | 減碼 |
| Silvant Capital Management LLC | 31,859 | $255.3 萬 | 0.10% | −557−1.7% | 減碼 |
| Royal Fund Management, LLC | 31,634 | $253.5 萬 | 0.27% | −250−0.8% | 減碼 |
| Auxier Asset Management | 31,627 | $253.4 萬 | 0.37% | −160−0.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 31,269 | $253.1 萬 | 0.06% | −57,686−64.8% | 減碼 |
| Iams Wealth Management, LLC | 31,483 | $252.3 萬 | 1.16% | −2,528−7.4% | 減碼 |
| Applied Capital LLC | 31,455 | $252.0 萬 | 1.88% | +150.0% | 加碼 |
| Argus Investors' Counsel, Inc. | 31,422 | $251.8 萬 | 1.79% | +552+1.8% | 加碼 |
| Johnson Investment Counsel Inc | 31,362 | $251.3 萬 | 0.02% | +1,165+3.9% | 加碼 |
| Fidelis Capital Partners, LLC | 32,281 | $250.5 萬 | 0.23% | +812+2.6% | 加碼 |
| Baker Avenue Asset Management, LP | 31,112 | $249.3 萬 | 0.07% | +1,292+4.3% | 加碼 |
| Westmount Partners, LLC | 31,075 | $249.0 萬 | 0.68% | −551−1.7% | 減碼 |
| Thoroughbred Financial Services, LLC | 30,907 | $247.6 萬 | 0.17% | −26,223−45.9% | 減碼 |
| Smith Shellnut Wilson LLC | 30,891 | $247.5 萬 | 1.07% | 00.0% | 不變 |
| Bailard, Inc. | 30,881 | $247.4 萬 | 0.06% | +17,644+133.3% | 加碼 |
| ZWJ Investment Counsel Inc | 30,781 | $246.6 萬 | 0.09% | −2,211−6.7% | 減碼 |
| Granite Investment Partners, LLC | 30,587 | $245.1 萬 | 0.12% | 00.0% | 不變 |
| Scott & Selber, Inc. | 30,412 | $243.7 萬 | 0.68% | +170+0.6% | 加碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $243.6 萬 | 0.15% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 30,238 | $242.3 萬 | 0.16% | +6,858+29.3% | 加碼 |