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
- 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 |
|---|---|---|---|---|---|
| Potomac Fund Management Inc | 24,995 | $206.6 萬 | 0.05% | +245+1.0% | 加碼 |
| Morningstar Investment Management LLC | 25,926 | $206.4 萬 | 0.13% | 00.0% | 不變 |
| Caxton Associates LLP | 24,962 | $206.3 萬 | 0.04% | +422+1.7% | 加碼 |
| Silvercrest Asset Management Group LLC | 24,884 | $205.6 萬 | 0.01% | −915−3.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 24,853 | $205.4 萬 | 0.11% | +1,360+5.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 24,801 | $205.0 萬 | 0.25% | +2,857+13.0% | 加碼 |
| Resources Management Corp | 24,760 | $204.6 萬 | 0.26% | −592−2.3% | 減碼 |
| Princeton Global Asset Management LLC | 24,726 | $204.3 萬 | 0.29% | −768−3.0% | 減碼 |
| Welch Group, LLC | 24,719 | $204.3 萬 | 0.07% | +716+3.0% | 加碼 |
| Independent Financial Group, LLC | 24,711 | $204.2 萬 | 0.04% | −3,948−13.8% | 減碼 |
| Princeton Capital Management LLC | 24,623 | $203.5 萬 | 0.46% | +1,339+5.8% | 加碼 |
| Peoples Bank | 24,410 | $201.7 萬 | 1.96% | −1,954−7.4% | 減碼 |
| Aspire Private Capital, LLC | 24,406 | $201.7 萬 | 0.42% | −1,924−7.3% | 減碼 |
| Meridian Investment Counsel Inc. | 24,368 | $201.4 萬 | 0.43% | +185+0.8% | 加碼 |
| Insight Advisors, LLC | 24,317 | $201.0 萬 | 0.35% | −60−0.2% | 減碼 |
| International Assets Investment Management, LLC | 264,493 | $200.4 萬 | 0.12% | −93,681−26.2% | 減碼 |
| Riverchase Wealth Management, LLC | 24,222 | $200.2 萬 | 0.93% | −54−0.2% | 減碼 |
| Aquatic Capital Management LLC | 24,137 | $199.5 萬 | 0.07% | −96,607−80.0% | 減碼 |
| 71 West Capital Partners | 24,134 | $199.4 萬 | 0.07% | +8,627+55.6% | 加碼 |
| Louisbourg Investments Inc. | 32,092 | $198.9 萬 | 0.37% | +249+0.8% | 加碼 |
| Phoenix Wealth Advisors | 23,996 | $198.3 萬 | 0.67% | +2,206+10.1% | 加碼 |
| Howard Capital Management Inc. | 23,842 | $197.0 萬 | 0.02% | +11,499+93.2% | 加碼 |
| CWC Advisors, LLC. | 23,838 | $197.0 萬 | 0.87% | −1,386−5.5% | 減碼 |
| Cadinha & Co LLC | 23,802 | $196.7 萬 | 0.29% | 00.0% | 不變 |
| Aspiriant, LLC | 23,728 | $196.1 萬 | 0.05% | +1,074+4.7% | 加碼 |
| Fisher Funds Management LTD | 23,712 | $196.0 萬 | 0.06% | +8,317+54.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 23,635 | $195.3 萬 | 0.04% | −7,942−25.2% | 減碼 |
| Sivia Capital Partners, LLC | 23,544 | $194.6 萬 | 0.24% | +19,855+538.2% | 加碼 |
| London Co of Virginia | 23,489 | $194.1 萬 | 0.01% | +3,894+19.9% | 加碼 |
| Krilogy Financial LLC | 23,477 | $194.0 萬 | 0.06% | +12,896+121.9% | 加碼 |
| Fort Sheridan Advisors LLC | 23,425 | $193.6 萬 | 0.21% | −2,180−8.5% | 減碼 |
| Pinnacle Bancorp, Inc. | 23,185 | $191.6 萬 | 0.50% | −792−3.3% | 減碼 |
| Everhart Financial Group, Inc. | 23,180 | $191.6 萬 | 0.12% | −2,022−8.0% | 減碼 |
| 5T Wealth, LLC | 23,123 | $191.1 萬 | 0.71% | +564+2.5% | 加碼 |
| Leavell Investment Management, Inc. | 23,089 | $190.8 萬 | 0.07% | −837−3.5% | 減碼 |
| Citizens National Bank Trust Department | 23,082 | $190.7 萬 | 0.28% | 00.0% | 不變 |
| Pacific Excel Wealth Advisors, Inc. | 22,998 | $190.1 萬 | 0.74% | +22,998 | 新進 |
| Heritage Family Offices, LLP | 22,998 | $190.1 萬 | 0.73% | −4,284−15.7% | 減碼 |
| Massmutual Trust Co FSB | 22,982 | $189.9 萬 | 0.05% | −737−3.1% | 減碼 |
| VCI Wealth Management LLC | 22,824 | $188.6 萬 | 0.47% | +3,781+19.9% | 加碼 |
| Private Wealth Asset Management, LLC | 22,757 | $188.1 萬 | 0.18% | −4,273−15.8% | 減碼 |
| One Capital Management, LLC | 23,601 | $187.9 萬 | 0.05% | 00.0% | 不變 |
| West Branch Capital LLC | 22,485 | $185.8 萬 | 0.43% | −6,919−23.5% | 減碼 |
| Storgate, LLC | 22,412 | $185.2 萬 | 0.38% | +12,826+133.8% | 加碼 |
| Belpointe Asset Management LLC | 22,396 | $185.1 萬 | 0.06% | +3,332+17.5% | 加碼 |
| Martin & Co Inc | 22,335 | $184.6 萬 | 0.29% | +162+0.7% | 加碼 |
| Plancorp, LLC | 21,013 | $184.2 萬 | 0.04% | +6,169+41.6% | 加碼 |
| Drive Wealth Management, LLC | 22,128 | $182.9 萬 | 0.33% | −589−2.6% | 減碼 |
| Holderness Investments Co | 21,983 | $181.7 萬 | 0.30% | −90−0.4% | 減碼 |
| Fulton Bank, N.A. | 21,736 | $179.6 萬 | 0.05% | −1,151−5.0% | 減碼 |
| CSM Advisors, LLC | 21,712 | $179.4 萬 | 0.04% | −2,018−8.5% | 減碼 |
| TRUE Private Wealth Advisors | 21,688 | $179.2 萬 | 0.15% | −89−0.4% | 減碼 |
| Pflug Koory, LLC | 21,657 | $179.0 萬 | 0.71% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 21,648 | $178.9 萬 | 0.04% | +12,136+127.6% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 21,634 | $178.8 萬 | 0.50% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 21,571 | $178.3 萬 | 0.17% | −855−3.8% | 減碼 |
| Private Trust Co NA | 21,549 | $178.1 萬 | 0.14% | −1,217−5.3% | 減碼 |
| Fiduciary Group LLC | 21,547 | $178.1 萬 | 0.14% | −86−0.4% | 減碼 |
| American State Bank (Iowa) | 21,368 | $176.6 萬 | 0.72% | +544+2.6% | 加碼 |
| IHT Wealth Management, LLC | 21,332 | $176.3 萬 | 0.04% | +11+0.1% | 加碼 |
| Florida Financial Advisors, LLC | 21,259 | $175.7 萬 | 0.30% | +4,445+26.4% | 加碼 |
| Hartford Funds Management Co LLC | 21,144 | $174.7 萬 | 0.14% | +522+2.5% | 加碼 |
| Marin Bay Wealth Advisors, LLC | 21,074 | $174.2 萬 | 0.94% | +71+0.3% | 加碼 |
| Washington Trust Bank | 20,986 | $173.4 萬 | 0.12% | +116+0.6% | 加碼 |
| Busey Wealth Management | 20,957 | $173.2 萬 | 0.04% | −567−2.6% | 減碼 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 20,909 | $172.8 萬 | 0.59% | +20,909 | 新進 |
| Eaton Financial Holdings Company, LLC | 20,887 | $172.6 萬 | 0.47% | +2,104+11.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 20,766 | $171.6 萬 | 0.43% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 20,755 | $171.5 萬 | 0.16% | +70+0.3% | 加碼 |
| Atom Investors LP | 20,744 | $171.4 萬 | 0.15% | −58,835−73.9% | 減碼 |
| Canandaigua National Bank & Trust Co | 20,730 | $171.3 萬 | 0.14% | +20,730 | 新進 |
| Accretive Wealth Partners, LLC | 20,668 | $170.8 萬 | 0.42% | +550+2.7% | 加碼 |
| Armis Advisers, LLC | 19,529 | $170.8 萬 | 0.16% | +966+5.2% | 加碼 |
| Essex Financial Services, Inc. | 20,566 | $170.0 萬 | 0.08% | +241+1.2% | 加碼 |
| Paradigm Asset Management Co LLC | 20,550 | $169.8 萬 | 0.36% | −31,802−60.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 20,540 | $169.7 萬 | 0.02% | −880−4.1% | 減碼 |
| First Bank & Trust | 20,535 | $169.7 萬 | 0.25% | +485+2.4% | 加碼 |
| LJI Wealth Management, LLC | 20,431 | $168.8 萬 | 0.24% | −566−2.7% | 減碼 |
| Conning Inc. | 20,361 | $168.3 萬 | 0.05% | −357−1.7% | 減碼 |
| Miller Investment Management, LP | 20,342 | $168.1 萬 | 0.15% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 20,341 | $168.1 萬 | 0.50% | −149−0.7% | 減碼 |
| One Wealth Advisors, LLC | 20,279 | $167.6 萬 | 0.19% | −4,044−16.6% | 減碼 |
| LS Investment Advisors, LLC | 20,213 | $167.0 萬 | 0.23% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 20,109 | $166.2 萬 | 0.15% | −3,928−16.3% | 減碼 |
| Cypress Wealth Services, LLC | 20,018 | $165.4 萬 | 0.20% | −1,015−4.8% | 減碼 |
| Harbor Advisors LLC | 20,000 | $165.3 萬 | 0.21% | 00.0% | 不變 |
| Leisure Capital Management | 19,981 | $165.1 萬 | 0.52% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 19,926 | $164.7 萬 | 0.83% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 19,902 | $164.5 萬 | 0.04% | −33,240−62.5% | 減碼 |
| Modera Wealth Management, LLC | 19,880 | $164.3 萬 | 0.02% | +325+1.7% | 加碼 |
| OneAscent Financial Services LLC | 19,838 | $163.9 萬 | 0.08% | −1,469−6.9% | 減碼 |
| LexAurum Advisors, LLC | 19,788 | $163.5 萬 | 0.19% | −677−3.3% | 減碼 |
| Citadel Investment Advisory, Inc. | 19,775 | $163.4 萬 | 0.74% | 00.0% | 不變 |
| Lighthouse Financial Services Inc | 18,998 | $163.3 萬 | 0.34% | +8,069+73.8% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 19,740 | $163.1 萬 | 0.09% | +380+2.0% | 加碼 |
| Midwest Trust Co | 19,633 | $162.2 萬 | 0.02% | −1,271−6.1% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 19,628 | $162.2 萬 | 0.42% | −1,627−7.7% | 減碼 |
| Fort Point Capital Partners LLC | 19,987 | $162.2 萬 | 0.17% | +9,999+100.1% | 加碼 |
| Cito Capital Group, LLC | 19,503 | $161.2 萬 | 0.44% | 00.0% | 不變 |
| Rayburn West Financial Services LLC | 19,450 | $160.7 萬 | 0.89% | 00.0% | 不變 |