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 |
|---|---|---|---|---|---|
| First Horizon Corp | 19,382 | $160.2 萬 | 0.06% | −1,248−6.0% | 減碼 |
| Mainstay Capital Management LLC | 19,352 | $159.9 萬 | 0.12% | −1,221−5.9% | 減碼 |
| Sweeney & Michel, LLC | 18,262 | $159.3 萬 | 0.42% | −2,457−11.9% | 減碼 |
| Breakwater Capital Group | 19,230 | $158.9 萬 | 0.19% | −376−1.9% | 減碼 |
| Parsons Capital Management Inc | 19,204 | $158.7 萬 | 0.07% | +9,200+92.0% | 加碼 |
| MTM Investment Management, LLC | 19,173 | $158.4 萬 | 0.45% | +31+0.2% | 加碼 |
| ISAM Funds (UK) Ltd | 19,100 | $157.8 萬 | 1.11% | +19,100 | 新進 |
| PFG Investments, LLC | 19,094 | $157.8 萬 | 0.06% | −2,137−10.1% | 減碼 |
| Investors Asset Management of Georgia Inc | 19,079 | $157.7 萬 | 0.55% | +1,009+5.6% | 加碼 |
| BLB&B Advisors, LLC | 19,034 | $157.3 萬 | 0.06% | +92+0.5% | 加碼 |
| Jacobi Capital Management LLC | 19,025 | $157.2 萬 | 0.08% | +56+0.3% | 加碼 |
| Collar Capital Management, LLC | 18,867 | $155.9 萬 | 0.92% | −900−4.6% | 減碼 |
| William B. Walkup & Associates, Inc. | 18,842 | $155.7 萬 | 0.75% | +175+0.9% | 加碼 |
| Kennedy Investment Group | 18,806 | $155.4 萬 | 0.53% | −2,489−11.7% | 減碼 |
| Meridian Wealth Management, LLC | 18,804 | $155.4 萬 | 0.05% | −8,988−32.3% | 減碼 |
| ARGA Investment Management, LP | 18,802 | $155.4 萬 | 0.04% | +18,802 | 新進 |
| M.E. Allison & Co., Inc. | 18,785 | $155.2 萬 | 0.89% | +20.0% | 加碼 |
| Change Path, LLC | 18,701 | $154.5 萬 | 0.03% | −1,877−9.1% | 減碼 |
| Caldwell Trust Co | 18,677 | $154.3 萬 | 0.12% | 00.0% | 不變 |
| Crown Wealth Group, LLC | 18,632 | $154.0 萬 | 0.39% | +2,739+17.2% | 加碼 |
| F/M Investments LLC | 18,567 | $153.4 萬 | 0.08% | −101−0.5% | 減碼 |
| Lazari Capital Management, Inc. | 18,523 | $153.1 萬 | 0.47% | −84−0.5% | 減碼 |
| 17 Capital Partners, LLC | 18,514 | $153.0 萬 | 0.69% | −1,694−8.4% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 18,514 | $153.0 萬 | 0.24% | +13,339+257.8% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 18,508 | $152.9 萬 | 0.33% | +89+0.5% | 加碼 |
| Trust Co of Toledo NA | 18,453 | $152.5 萬 | 0.13% | +314+1.7% | 加碼 |
| Polymer Capital Management (US) LLC | 18,452 | $152.5 萬 | 0.23% | +8,618+87.6% | 加碼 |
| Park Edge Advisors, LLC | 18,408 | $152.1 萬 | 0.32% | +2,131+13.1% | 加碼 |
| Retirement Planning Co of New England, Inc. | 18,393 | $152.0 萬 | 0.55% | −123−0.7% | 減碼 |
| Sage Rhino Capital LLC | 18,393 | $152.0 萬 | 0.25% | −832−4.3% | 減碼 |
| Chemistry Wealth Management LLC | 18,388 | $152.0 萬 | 0.24% | −5,948−24.4% | 減碼 |
| Advyzon Investment Management, LLC | 18,357 | $151.7 萬 | 0.11% | −2,063−10.1% | 減碼 |
| Providence Wealth Advisors, LLC | 17,638 | $151.1 萬 | 0.89% | +123+0.7% | 加碼 |
| Integrated Investment Consultants, LLC | 18,235 | $150.7 萬 | 0.30% | −258−1.4% | 減碼 |
| Aprio Wealth Management, LLC | 18,188 | $150.3 萬 | 0.07% | −1,209−6.2% | 減碼 |
| Continuum Advisory, LLC | 18,140 | $149.9 萬 | 0.12% | +3,511+24.0% | 加碼 |
| CX Institutional | 18,127 | $149.8 萬 | 0.04% | −339−1.8% | 減碼 |
| Keystone Financial Services | 18,117 | $149.7 萬 | 0.39% | +384+2.2% | 加碼 |
| First Dallas Securities Inc. | 18,093 | $149.5 萬 | 0.49% | −1,896−9.5% | 減碼 |
| Financial Engines Advisors L.L.C. | 18,030 | $149.0 萬 | 0.00% | −51−0.3% | 減碼 |
| Chicago Trust Co NA | 18,018 | $148.9 萬 | 0.22% | +365+2.1% | 加碼 |
| Barbara Oil Co. | 18,000 | $148.8 萬 | 0.50% | 00.0% | 不變 |
| Delap Wealth Advisory, LLC | 17,987 | $148.6 萬 | 0.50% | 00.0% | 不變 |
| Crux Wealth Advisors | 17,971 | $148.5 萬 | 0.51% | −733−3.9% | 減碼 |
| 111 Capital | 17,961 | $148.4 萬 | 0.25% | +13,684+319.9% | 加碼 |
| TMB Capital Partners, LLC | 17,955 | $148.4 萬 | 0.46% | −2,021−10.1% | 減碼 |
| Vectors Research Management, LLC | 17,951 | $148.3 萬 | 0.39% | +1,484+9.0% | 加碼 |
| Edgestream Partners, L.P. | 17,925 | $148.1 萬 | 0.04% | +13,440+299.7% | 加碼 |
| Boothbay Fund Management, LLC | 17,882 | $147.8 萬 | 0.03% | +5,015+39.0% | 加碼 |
| Tradewinds, LLC. | 18,071 | $147.4 萬 | 0.46% | +7,531+71.5% | 加碼 |
| First Financial Bank - Trust Division | 17,824 | $147.3 萬 | 0.11% | −776−4.2% | 減碼 |
| Gilpin Wealth Management, LLC | 17,800 | $147.1 萬 | 1.02% | −227−1.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,799 | $147.1 萬 | 0.14% | −66−0.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 17,760 | $146.8 萬 | 0.03% | −608−3.3% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 17,728 | $146.5 萬 | 0.37% | −61−0.3% | 減碼 |
| Wharton Business Group, LLC | 17,675 | $146.1 萬 | 0.05% | 00.0% | 不變 |
| Excalibur Management Corp | 17,671 | $146.0 萬 | 0.48% | −155−0.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 17,554 | $145.1 萬 | 0.09% | −12,909−42.4% | 減碼 |
| L2 Asset Management, LLC | 17,456 | $144.3 萬 | 0.15% | +525+3.1% | 加碼 |
| Cahill Financial Advisors Inc | 17,388 | $143.7 萬 | 0.14% | +18+0.1% | 加碼 |
| Compass Financial Management LLC | 17,089 | $143.7 萬 | 0.18% | +17,089 | 新進 |
| RIA Advisory Group LLC | 17,358 | $143.4 萬 | 0.32% | −17−0.1% | 減碼 |
| SeaBridge Investment Advisors LLC | 17,346 | $143.3 萬 | 0.21% | 00.0% | 不變 |
| Dickmeyer Boyce Financial Management, Inc. | 17,288 | $142.9 萬 | 0.74% | +2,068+13.6% | 加碼 |
| Fiduciary Alliance LLC | 17,262 | $142.7 萬 | 0.10% | −393−2.2% | 減碼 |
| Anchor Investment Management, LLC | 17,232 | $142.4 萬 | 0.11% | +3,216+22.9% | 加碼 |
| Bernicke Wealth Management, Ltd. | 17,208 | $142.2 萬 | 0.17% | −652−3.7% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 17,207 | $142.2 萬 | 0.03% | −193−1.1% | 減碼 |
| Larson Financial Group LLC | 17,189 | $142.1 萬 | 0.04% | +264+1.6% | 加碼 |
| Kathmere Capital Management, LLC | 17,179 | $142.0 萬 | 0.08% | −4,714−21.5% | 減碼 |
| Boltwood Capital Management | 17,160 | $141.8 萬 | 0.32% | −25−0.1% | 減碼 |
| Garrison Point Advisors, LLC | 17,134 | $141.6 萬 | 0.57% | 00.0% | 不變 |
| Vaughan Nelson Investment Management, L.P. | 17,045 | $140.9 萬 | 0.01% | 00.0% | 不變 |
| Heritage Trust Co | 16,951 | $140.1 萬 | 0.12% | −1,139−6.3% | 減碼 |
| Generali Asset Management SPA SGR | 16,950 | $140.1 萬 | 0.03% | −36,674−68.4% | 減碼 |
| Integrated Quantitative Investments LLC | 16,898 | $139.6 萬 | 0.23% | −9,162−35.2% | 減碼 |
| Hilltop National Bank | 16,874 | $139.4 萬 | 0.30% | +79+0.5% | 加碼 |
| Palisade Asset Management, LLC | 16,837 | $139.1 萬 | 0.13% | −125−0.7% | 減碼 |
| Vivid Wealth Management, LLC | 16,789 | $138.7 萬 | 0.49% | +39+0.2% | 加碼 |
| Waddell & Associates, LLC | 16,773 | $138.6 萬 | 0.07% | +6,552+64.1% | 加碼 |
| Northern Oak Wealth Management Inc | 16,719 | $138.2 萬 | 0.16% | −565−3.3% | 減碼 |
| MFA Wealth Services | 16,712 | $138.1 萬 | 0.82% | +115+0.7% | 加碼 |
| Legacy Financial Group LLC | 16,636 | $137.5 萬 | 0.15% | +8,410+102.2% | 加碼 |
| North Star Investment Management Corp. | 16,632 | $137.4 萬 | 0.07% | +114+0.7% | 加碼 |
| Barnes Wealth Management Group, Inc | 16,624 | $137.4 萬 | 0.64% | −12−0.1% | 減碼 |
| Diligent Investors, LLC | 16,609 | $137.3 萬 | 0.31% | +15+0.1% | 加碼 |
| Concord Wealth Partners | 16,568 | $136.9 萬 | 0.16% | −290−1.7% | 減碼 |
| Cambria Investment Management, L.P. | 16,564 | $136.9 萬 | 0.07% | +9,491+134.2% | 加碼 |
| Affinity Investment Advisors, LLC | 16,493 | $136.3 萬 | 0.69% | −32−0.2% | 減碼 |
| Nations Financial Group Inc, | 16,380 | $135.4 萬 | 0.06% | +2,237+15.8% | 加碼 |
| Forum Financial Management, LP | 16,241 | $134.2 萬 | 0.02% | +1,168+7.7% | 加碼 |
| Biltmore Family Office, LLC | 16,075 | $132.8 萬 | 0.17% | −86−0.5% | 減碼 |
| Essex Savings Bank | 16,076 | $132.8 萬 | 0.29% | −97−0.6% | 減碼 |
| AdvisorNet Financial, Inc | 16,065 | $132.8 萬 | 0.06% | −754−4.5% | 減碼 |
| Avidian Wealth Solutions, LLC | 16,062 | $132.7 萬 | 0.04% | −608−3.6% | 減碼 |
| Potentia Wealth | 16,050 | $132.6 萬 | 0.54% | −1,062−6.2% | 減碼 |
| Sentry LLC | 15,972 | $132.0 萬 | 0.37% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 15,526 | $131.8 萬 | 0.06% | −2,054−11.7% | 減碼 |
| Castle Rock Wealth Management, LLC | 15,320 | $131.7 萬 | 0.26% | +9+0.1% | 加碼 |
| Arista Wealth Management, LLC | 15,791 | $130.5 萬 | 0.14% | −4,202−21.0% | 減碼 |