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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 11,228 | $92.8 萬 | 0.26% | −241−2.1% | 減碼 |
| Sepio Capital, LP | 11,216 | $92.7 萬 | 0.05% | −487−4.2% | 減碼 |
| Phillips Wealth Planners LLC | 10,609 | $92.5 萬 | 0.68% | −2,096−16.5% | 減碼 |
| Icon Wealth Advisors, LLC | 11,188 | $92.5 萬 | 0.06% | +319+2.9% | 加碼 |
| Kentucky Trust Co | 11,175 | $92.4 萬 | 0.44% | 00.0% | 不變 |
| Cromwell Holdings LLC | 11,171 | $92.3 萬 | 0.41% | 00.0% | 不變 |
| AlphaGrep UK Ltd | 11,163 | $92.3 萬 | 0.28% | +2,094+23.1% | 加碼 |
| Harmony Asset Management LLC | 11,157 | $92.2 萬 | 0.25% | +1,185+11.9% | 加碼 |
| Private Management Group Inc | 11,150 | $92.1 萬 | 0.02% | 00.0% | 不變 |
| Virtu Financial LLC | 11,149 | $92.1 萬 | 0.03% | −8,780−44.1% | 減碼 |
| Wealthspan Partners, LLC | 11,120 | $91.9 萬 | 0.29% | +96+0.9% | 加碼 |
| Destination Wealth Management | 11,103 | $91.8 萬 | 0.02% | +190+1.7% | 加碼 |
| Sym Financial Corp | 11,096 | $91.7 萬 | 0.07% | +4,689+73.2% | 加碼 |
| Larry Mathis Financial Planning, LLC | 11,091 | $91.7 萬 | 0.70% | +138+1.3% | 加碼 |
| Triad Wealth Partners, LLC | 10,427 | $91.6 萬 | 0.05% | +1,052+11.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 11,084 | $91.5 萬 | 0.00% | −17−0.2% | 減碼 |
| Childress Capital Advisors, LLC | 11,062 | $91.4 萬 | 0.15% | −1,171−9.6% | 減碼 |
| Rockland Trust Co | 11,059 | $91.4 萬 | 0.04% | 00.0% | 不變 |
| BIP Wealth, LLC | 11,054 | $91.4 萬 | 0.03% | +1,028+10.3% | 加碼 |
| Buck Wealth Strategies, LLC | 11,037 | $91.2 萬 | 0.10% | −185−1.6% | 減碼 |
| Strategic Blueprint, LLC | 11,030 | $91.1 萬 | 0.05% | +858+8.4% | 加碼 |
| Scratch Capital LLC | 11,029 | $91.1 萬 | 0.45% | −661−5.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 11,029 | $91.1 萬 | 0.03% | +5,370+94.9% | 加碼 |
| Hohimer Wealth Management, LLC | 11,020 | $91.1 萬 | 0.09% | −102−0.9% | 減碼 |
| Element Wealth, LLC | 11,018 | $91.1 萬 | 0.34% | +149+1.4% | 加碼 |
| Greatmark Investment Partners, Inc. | 11,003 | $90.9 萬 | 0.10% | 00.0% | 不變 |
| Bayban | 10,986 | $90.8 萬 | 0.70% | +100+0.9% | 加碼 |
| Signature Estate & Investment Advisors LLC | 10,954 | $90.7 萬 | 0.02% | +20+0.2% | 加碼 |
| Pointe Capital Management LLC | 10,967 | $90.6 萬 | 0.41% | 00.0% | 不變 |
| Madison Asset Management, LLC | 10,950 | $90.5 萬 | 0.01% | −461−4.0% | 減碼 |
| UMA Financial Services, Inc. | 10,941 | $90.4 萬 | 0.11% | −165−1.5% | 減碼 |
| Opinicus Capital, Inc. | 10,912 | $90.2 萬 | 0.48% | −199−1.8% | 減碼 |
| Sompo Asset Management Co., Ltd. | 10,910 | $90.2 萬 | 0.15% | −1,470−11.9% | 減碼 |
| AlTi Global, Inc. | 10,906 | $90.1 萬 | 0.02% | −476−4.2% | 減碼 |
| PCB Capital LLC | 10,905 | $90.1 萬 | 1.10% | +438+4.2% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 10,884 | $89.9 萬 | 0.20% | −543−4.8% | 減碼 |
| TRB Wealth Management, LLC | 10,876 | $89.9 萬 | 0.12% | +764+7.6% | 加碼 |
| BKD Wealth Advisors, LLC | 10,870 | $89.8 萬 | 0.02% | −275−2.5% | 減碼 |
| Lebenthal Global Advisors, LLC | 10,865 | $89.8 萬 | 0.12% | −8,397−43.6% | 減碼 |
| Pacific Center for Financial Services | 10,848 | $89.6 萬 | 0.20% | +30.0% | 加碼 |
| AIMZ Investment Advisors, LLC | 10,844 | $89.6 萬 | 0.25% | −314−2.8% | 減碼 |
| Family Legacy, Inc. | 10,837 | $89.6 萬 | 0.24% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 10,837 | $89.6 萬 | 0.07% | +11+0.1% | 加碼 |
| Wimmer Associates 1, LLC | 10,814 | $89.4 萬 | 0.40% | 00.0% | 不變 |
| Clarendon Private LLC | 10,809 | $89.3 萬 | 0.57% | −206−1.9% | 減碼 |
| EntryPoint Capital, LLC | 10,799 | $89.2 萬 | 0.22% | +10,799 | 新進 |
| Alliance Wealth Advisors, LLC | 10,796 | $89.2 萬 | 0.36% | −140−1.3% | 減碼 |
| PFW Advisors LLC | 10,782 | $89.1 萬 | 0.26% | +72+0.7% | 加碼 |
| MidFirst Bank | 10,769 | $89.0 萬 | 0.06% | +33+0.3% | 加碼 |
| Spire Wealth Management | 10,747 | $88.8 萬 | 0.03% | −4,074−27.5% | 減碼 |
| Flagstone Financial Management | 10,746 | $88.8 萬 | 0.20% | +8+0.1% | 加碼 |
| Zhang Financial LLC | 10,741 | $88.8 萬 | 0.03% | +20.0% | 加碼 |
| Aspen Investment Management Inc | 10,738 | $88.7 萬 | 0.24% | −100−0.9% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 10,704 | $88.5 萬 | 0.05% | +1,072+11.1% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 10,695 | $88.4 萬 | 0.52% | −400−3.6% | 減碼 |
| First City Capital Management, Inc. | 10,686 | $88.3 萬 | 0.43% | −25−0.2% | 減碼 |
| QTR Family Wealth, LLC | 10,679 | $88.3 萬 | 0.31% | +7,451+230.8% | 加碼 |
| Burnham & Co LLC | 10,675 | $88.2 萬 | 0.71% | +10,675 | 新進 |
| Flow Traders U.S. LLC | 10,674 | $88.2 萬 | 0.04% | +10,674 | 新進 |
| IVC Wealth Advisors LLC | 10,658 | $88.1 萬 | 0.34% | −25−0.2% | 減碼 |
| Pettyjohn, Wood & White, Inc | 10,644 | $88.0 萬 | 0.13% | −100−0.9% | 減碼 |
| Venturi Wealth Management, LLC | 10,638 | $87.9 萬 | 0.03% | +649+6.5% | 加碼 |
| Hikari Tsushin, Inc. | 10,631 | $87.9 萬 | 0.06% | 00.0% | 不變 |
| Manske Wealth Management | 10,582 | $87.4 萬 | 0.22% | +901+9.3% | 加碼 |
| New Republic Capital, LLC | 10,578 | $87.4 萬 | 0.20% | +2,930+38.3% | 加碼 |
| Intelligence Driven Advisers, LLC | 10,552 | $87.2 萬 | 0.14% | −1,306−11.0% | 減碼 |
| Stonebrook Private Inc. | 10,479 | $86.6 萬 | 0.16% | +5,239+100.0% | 加碼 |
| Axxion S.A. | 10,465 | $86.5 萬 | 0.06% | +10,465 | 新進 |
| Twin Capital Management Inc | 10,398 | $85.9 萬 | 0.09% | −39,439−79.1% | 減碼 |
| Peoples Financial Services Corp. | 10,252 | $84.7 萬 | 0.37% | −136−1.3% | 減碼 |
| Westover Capital Advisors, LLC | 10,247 | $84.7 萬 | 0.14% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 10,238 | $84.6 萬 | 0.05% | +214+2.1% | 加碼 |
| Montecito Bank & Trust | 10,237 | $84.6 萬 | 0.13% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 10,233 | $84.6 萬 | 0.05% | +1,579+18.2% | 加碼 |
| Holistic Planning, LLC | 10,185 | $84.2 萬 | 0.13% | +249+2.5% | 加碼 |
| Fortress Private Ledger, LLC | 10,185 | $84.2 萬 | 0.23% | +6,854+205.8% | 加碼 |
| Lecap Asset Management Ltd | 10,137 | $83.8 萬 | 0.36% | +10,137 | 新進 |
| Trust Co of Vermont | 10,126 | $83.7 萬 | 0.03% | +10,126 | 新進 |
| Fermata Advisors, LLC | 10,124 | $83.7 萬 | 0.17% | +1,728+20.6% | 加碼 |
| First Foundation Advisors | 10,109 | $83.5 萬 | 0.03% | +2,056+25.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 10,107 | $83.5 萬 | 0.18% | −333−3.2% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 10,070 | $83.2 萬 | 0.16% | 00.0% | 不變 |
| Smith Thornton Advisors LLC | 9,478 | $83.1 萬 | 0.37% | +6+0.1% | 加碼 |
| Jackson Thornton Asset Management, LLC | 10,048 | $83.0 萬 | 0.07% | +7,064+236.7% | 加碼 |
| West Family Investments, Inc. | 10,007 | $82.7 萬 | 0.24% | +265+2.7% | 加碼 |
| Entruity Wealth, LLC | 10,003 | $82.7 萬 | 0.53% | −623−5.9% | 減碼 |
| Liberty Wealth Management LLC | 10,377 | $82.6 萬 | 0.10% | 00.0% | 不變 |
| Klingman & Associates, LLC | 9,992 | $82.6 萬 | 0.04% | −512−4.9% | 減碼 |
| Royal Fund Management, LLC | 9,971 | $82.4 萬 | 0.07% | −3,877−28.0% | 減碼 |
| Zuckerman Investment Group, LLC | 9,968 | $82.4 萬 | 0.07% | 00.0% | 不變 |
| Avanza Fonder AB | 9,961 | $82.3 萬 | 0.02% | 00.0% | 不變 |
| Webster Bank, N. A. | 9,939 | $82.1 萬 | 0.07% | −153−1.5% | 減碼 |
| Lane Brothers & Co Inc | 9,892 | $81.7 萬 | 0.53% | +389+4.1% | 加碼 |
| J. Safra Sarasin Holding AG | 10,265 | $81.7 萬 | 0.01% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 9,884 | $81.7 萬 | 0.11% | −660−6.3% | 減碼 |
| Income Insurance Ltd | 9,870 | $81.6 萬 | 0.49% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 9,850 | $81.4 萬 | 0.33% | 00.0% | 不變 |
| Wrapmanager Inc | 9,794 | $80.9 萬 | 0.25% | −245−2.4% | 減碼 |
| Davis R M Inc | 9,789 | $80.9 萬 | 0.01% | −117−1.2% | 減碼 |
| 180 Wealth Advisors, LLC | 9,731 | $80.4 萬 | 0.08% | −363−3.6% | 減碼 |