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。
2026 年第 2 季 13F 持有人
Wells Fargo & Company 在 2026/6/30 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
2026 年第 3 季的資料還在陸續進來，目前 9 家機構申報持有 WFC。看 2026 年第 3 季
- 持有機構
- 2,883
- 較 2026 年第 1 季 +92 家
- 持有股數
- 23.4 億
- 較 2026 年第 1 季 +2,316 萬 (+1.0%)
- 總市值
- $1,931 億
- 較 2026 年第 1 季 +$92.3 億 (+5.0%)
- 新進機構
- 205
- 另有 1,091 家加碼
- 清倉機構
- 113
- 另有 1,145 家減碼
另有 37 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Round Hill Asset Management | 13,928 | $115.1 萬 | 0.72% | 00.0% | 不變 |
| Alteri Wealth LLC | 13,951 | $115.3 萬 | 0.32% | −2,867−17.0% | 減碼 |
| Telos Capital Management, Inc. | 13,956 | $115.3 萬 | 0.10% | −100−0.7% | 減碼 |
| LifeSteps Financial, Inc. | 13,958 | $115.4 萬 | 0.54% | +70+0.5% | 加碼 |
| Thomasville National Bank | 13,987 | $115.6 萬 | 0.06% | +13,987 | 新進 |
| Osborne Partners Capital Management, LLC | 13,988 | $115.6 萬 | 0.06% | −2,750−16.4% | 減碼 |
| Centiva Capital, LP | 14,000 | $115.7 萬 | 0.04% | +14,000 | 新進 |
| Natural Investments, LLC | 14,022 | $115.8 萬 | 0.25% | +5,372+62.1% | 加碼 |
| Brucke Financial, Inc. | 14,029 | $115.9 萬 | 0.52% | −495−3.4% | 減碼 |
| Catalyst Financial Partners LLC | 14,111 | $116.6 萬 | 0.12% | +552+4.1% | 加碼 |
| Boston Trust Walden Corp | 14,115 | $116.6 萬 | 0.01% | −400−2.8% | 減碼 |
| 1st Source Bank | 14,205 | $117.4 萬 | 0.05% | 00.0% | 不變 |
| PDS Planning, Inc | 14,211 | $117.4 萬 | 0.07% | +749+5.6% | 加碼 |
| Personal Cfo Solutions, LLC | 14,272 | $117.9 萬 | 0.17% | −1,573−9.9% | 減碼 |
| Proficio Capital Partners LLC | 14,276 | $118.0 萬 | 0.04% | +14,276 | 新進 |
| Knuff & Co LLC | 14,292 | $118.1 萬 | 0.30% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 14,293 | $118.1 萬 | 0.93% | +1,026+7.7% | 加碼 |
| Sittner & Nelson, LLC | 14,305 | $118.2 萬 | 0.37% | −59−0.4% | 減碼 |
| Prosperity Consulting Group, LLC | 14,315 | $118.3 萬 | 0.04% | +1,242+9.5% | 加碼 |
| Quotient Wealth Partners, LLC | 14,325 | $118.4 萬 | 0.03% | +520+3.8% | 加碼 |
| Salem Investment Counselors Inc | 14,359 | $118.7 萬 | 0.03% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 14,362 | $118.7 萬 | 0.06% | +183+1.3% | 加碼 |
| Whalen Wealth Management Inc. | 14,396 | $119.0 萬 | 0.54% | +3,105+27.5% | 加碼 |
| Berger Financial Group, Inc | 14,397 | $119.0 萬 | 0.06% | +585+4.2% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 14,471 | $119.6 萬 | 0.06% | −2,373−14.1% | 減碼 |
| South State Corp. | 14,474 | $119.6 萬 | 0.05% | +2,013+16.2% | 加碼 |
| Fragasso Group Inc. | 14,489 | $119.7 萬 | 0.06% | −241−1.6% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 14,493 | $119.8 萬 | 0.18% | −171−1.2% | 減碼 |
| CWA Asset Management Group, LLC | 14,499 | $119.8 萬 | 0.04% | −58,454−80.1% | 減碼 |
| Wolverine Asset Management LLC | 14,520 | $120.0 萬 | 0.02% | −76,391−84.0% | 減碼 |
| Davidson Trust Co | 14,520 | $120.0 萬 | 0.47% | −211−1.4% | 減碼 |
| City National Bank of Florida | 14,522 | $120.0 萬 | 0.50% | −768−5.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 14,587 | $120.5 萬 | 0.08% | −750−4.9% | 減碼 |
| Quilter Plc | 14,611 | $120.7 萬 | 0.02% | −10−0.1% | 減碼 |
| Oslo Pensjonsforsikring AS | 14,620 | $120.8 萬 | 0.14% | +2,234+18.0% | 加碼 |
| Harold Davidson & Associates Inc. | 14,644 | $121.0 萬 | 0.52% | −6,669−31.3% | 減碼 |
| Moss Adams Wealth Advisors LLC | 14,681 | $121.3 萬 | 0.08% | +2,903+24.6% | 加碼 |
| Resonant Capital Advisors, LLC | 14,682 | $121.3 萬 | 0.06% | +537+3.8% | 加碼 |
| LMCG Investments, LLC | 14,710 | $121.6 萬 | 0.07% | −32−0.2% | 減碼 |
| ING Groep NV | 14,742 | $121.8 萬 | 0.01% | −108,614−88.0% | 減碼 |
| Sawyer & Company, Inc | 14,755 | $121.9 萬 | 0.41% | −30−0.2% | 減碼 |
| Oxford Asset Management LLP | 14,767 | $122.0 萬 | 0.60% | +7,565+105.0% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 14,786 | $122.2 萬 | 0.02% | +50+0.3% | 加碼 |
| Sunpointe, LLC | 14,790 | $122.2 萬 | 0.35% | +10,269+227.1% | 加碼 |
| Kirkwood Financial Services | 14,802 | $122.3 萬 | 0.35% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 14,823 | $122.5 萬 | 0.45% | −20−0.1% | 減碼 |
| Lipe & Dalton | 14,838 | $122.6 萬 | 0.57% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 15,434 | $122.9 萬 | 0.20% | +913+6.3% | 加碼 |
| Wright Investors Service Inc | 14,886 | $123.0 萬 | 0.34% | −9,029−37.8% | 減碼 |
| Lantz Financial LLC | 14,912 | $123.2 萬 | 0.23% | −173−1.1% | 減碼 |
| Hutner Capital Management Inc | 14,953 | $123.6 萬 | 0.49% | −34−0.2% | 減碼 |
| Jupiter Wealth Management LLC | 15,000 | $124.0 萬 | 0.50% | 00.0% | 不變 |
| Hills Bank & Trust Co | 15,029 | $124.2 萬 | 0.05% | −23−0.2% | 減碼 |
| Parkside Financial Bank & Trust | 15,048 | $124.4 萬 | 0.08% | +450+3.1% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 15,052 | $124.4 萬 | 0.15% | +458+3.1% | 加碼 |
| Richmond Brothers, Inc. | 15,060 | $124.5 萬 | 0.65% | +15,060 | 新進 |
| NBC Securities, Inc. | 15,097 | $124.8 萬 | 0.08% | −269−1.8% | 減碼 |
| Transamerica Financial Advisors, Inc. | 15,105 | $124.8 萬 | 0.11% | −71,327−82.5% | 減碼 |
| Northwest Wealth Management, LLC | 15,115 | $124.9 萬 | 0.16% | +2,826+23.0% | 加碼 |
| Western Wealth Management, LLC | 15,120 | $125.0 萬 | 0.04% | −751−4.7% | 減碼 |
| Eclectic Associates Inc | 15,124 | $125.0 萬 | 0.14% | −466−3.0% | 減碼 |
| Koshinski Asset Management, Inc. | 15,139 | $125.1 萬 | 0.07% | +110+0.7% | 加碼 |
| Americana Partners, LLC | 15,167 | $125.3 萬 | 0.03% | −5,346−26.1% | 減碼 |
| Sterling Capital Management LLC | 15,215 | $125.7 萬 | 0.02% | +6,885+82.7% | 加碼 |
| Jain Global LLC | 15,280 | $126.3 萬 | 0.01% | −195,641−92.8% | 減碼 |
| Cohen Capital Management, Inc. | 15,291 | $126.4 萬 | 0.17% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 15,296 | $126.4 萬 | 0.06% | +270+1.8% | 加碼 |
| Kanawha Capital Management LLC | 15,296 | $126.4 萬 | 0.08% | +1,501+10.9% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,351 | $126.9 萬 | 0.52% | 00.0% | 不變 |
| Concentric Capital Strategies, LP | 15,365 | $127.0 萬 | 0.08% | +5,991+63.9% | 加碼 |
| LVW Advisors, LLC | 15,383 | $127.1 萬 | 0.11% | +2,271+17.3% | 加碼 |
| First National Trust Co | 15,387 | $127.2 萬 | 0.04% | −2,049−11.8% | 減碼 |
| Eastern Bank | 15,388 | $127.2 萬 | 0.02% | −1,139−6.9% | 減碼 |
| MV Capital Management, Inc. | 15,414 | $127.4 萬 | 0.11% | −1,174−7.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 15,466 | $127.8 萬 | 0.02% | −246−1.6% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 15,493 | $128.0 萬 | 0.02% | +2,389+18.2% | 加碼 |
| Hexagon Capital Partners LLC | 15,494 | $128.0 萬 | 0.18% | +520+3.5% | 加碼 |
| Hedges Asset Management LLC | 15,500 | $128.1 萬 | 0.84% | +15,500 | 新進 |
| Ocean Capital Management, LLC | 15,576 | $128.7 萬 | 0.24% | +168+1.1% | 加碼 |
| Accurate Wealth Management, LLC | 14,780 | $128.8 萬 | 0.12% | +2,012+15.8% | 加碼 |
| AMG National Trust Bank | 15,637 | $129.2 萬 | 0.03% | −878−5.3% | 減碼 |
| Concord Asset Management, LLC | 15,681 | $129.6 萬 | 0.20% | −244−1.5% | 減碼 |
| Indivisible Partners | 15,693 | $129.7 萬 | 0.07% | +5,514+54.2% | 加碼 |
| Arista Wealth Management, LLC | 15,791 | $130.5 萬 | 0.14% | −4,202−21.0% | 減碼 |
| Castle Rock Wealth Management, LLC | 15,320 | $131.7 萬 | 0.26% | +9+0.1% | 加碼 |
| Kovack Advisors, Inc. | 15,526 | $131.8 萬 | 0.06% | −2,054−11.7% | 減碼 |
| Sentry LLC | 15,972 | $132.0 萬 | 0.37% | 00.0% | 不變 |
| Potentia Wealth | 16,050 | $132.6 萬 | 0.54% | −1,062−6.2% | 減碼 |
| Avidian Wealth Solutions, LLC | 16,062 | $132.7 萬 | 0.04% | −608−3.6% | 減碼 |
| AdvisorNet Financial, Inc | 16,065 | $132.8 萬 | 0.06% | −754−4.5% | 減碼 |
| Essex Savings Bank | 16,076 | $132.8 萬 | 0.29% | −97−0.6% | 減碼 |
| Biltmore Family Office, LLC | 16,075 | $132.8 萬 | 0.17% | −86−0.5% | 減碼 |
| Forum Financial Management, LP | 16,241 | $134.2 萬 | 0.02% | +1,168+7.7% | 加碼 |
| Nations Financial Group Inc, | 16,380 | $135.4 萬 | 0.06% | +2,237+15.8% | 加碼 |
| Affinity Investment Advisors, LLC | 16,493 | $136.3 萬 | 0.69% | −32−0.2% | 減碼 |
| Cambria Investment Management, L.P. | 16,564 | $136.9 萬 | 0.07% | +9,491+134.2% | 加碼 |
| Concord Wealth Partners | 16,568 | $136.9 萬 | 0.16% | −290−1.7% | 減碼 |
| Diligent Investors, LLC | 16,609 | $137.3 萬 | 0.31% | +15+0.1% | 加碼 |
| Barnes Wealth Management Group, Inc | 16,624 | $137.4 萬 | 0.64% | −12−0.1% | 減碼 |
| North Star Investment Management Corp. | 16,632 | $137.4 萬 | 0.07% | +114+0.7% | 加碼 |