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 |
|---|---|---|---|---|---|
| McAdam, LLC | 9,723 | $80.3 萬 | 0.03% | +1,367+16.4% | 加碼 |
| Quadcap Wealth Management, LLC | 9,722 | $80.3 萬 | 0.08% | +610+6.7% | 加碼 |
| Optas, LLC | 9,721 | $80.3 萬 | 0.11% | +658+7.3% | 加碼 |
| Valley National Advisers Inc | 9,711 | $80.3 萬 | 0.09% | +134+1.4% | 加碼 |
| Sand Hill Global Advisors, LLC | 9,686 | $80.0 萬 | 0.02% | +4,339+81.1% | 加碼 |
| G&S Capital LLC | 9,662 | $79.8 萬 | 0.23% | −18−0.2% | 減碼 |
| Sendero Wealth Management, LLC | 9,661 | $79.8 萬 | 0.08% | −119−1.2% | 減碼 |
| Boit C F David | 9,660 | $79.8 萬 | 0.34% | 00.0% | 不變 |
| Inscription Capital, LLC | 9,653 | $79.8 萬 | 0.07% | +2,851+41.9% | 加碼 |
| Monetary Management Group Inc | 9,645 | $79.7 萬 | 0.16% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 9,621 | $79.5 萬 | 0.22% | 00.0% | 不變 |
| Ostrum Asset Management | 9,620 | $79.5 萬 | 0.04% | +5,627+140.9% | 加碼 |
| Abel Hall, LLC | 9,611 | $79.4 萬 | 0.14% | −4,515−32.0% | 減碼 |
| Weaver Capital Management LLC | 9,961 | $79.3 萬 | 0.17% | 00.0% | 不變 |
| Diversified Enterprises, LLC | 9,593 | $79.3 萬 | 0.04% | +169+1.8% | 加碼 |
| Agf Management Ltd | 9,593 | $79.3 萬 | 0.00% | −200−2.0% | 減碼 |
| West Bancorporation Inc | 9,555 | $79.0 萬 | 0.34% | −271−2.8% | 減碼 |
| Claro Advisors LLC | 9,544 | $78.9 萬 | 0.08% | +1,647+20.9% | 加碼 |
| Creekside Partners | 9,537 | $78.8 萬 | 0.29% | 00.0% | 不變 |
| Rexford Capital Inc | 9,530 | $78.8 萬 | 0.48% | −100−1.0% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,516 | $78.6 萬 | 0.09% | −288−2.9% | 減碼 |
| Stephenson National Bank & Trust | 9,488 | $78.4 萬 | 0.20% | 00.0% | 不變 |
| Perennial Advisors, LLC | 9,484 | $78.4 萬 | 0.12% | +40.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 9,467 | $78.2 萬 | 0.09% | −2,180−18.7% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 9,465 | $78.2 萬 | 0.15% | +2,261+31.4% | 加碼 |
| Studio Investment Management LLC | 9,429 | $77.9 萬 | 0.13% | −940−9.1% | 減碼 |
| SPWM Advisors LLC | 8,904 | $77.9 萬 | 0.72% | −2,171−19.6% | 減碼 |
| Elevated Private Wealth, LLC | 9,387 | $77.6 萬 | 0.74% | +9,387 | 新進 |
| River Wealth Advisors LLC | 9,381 | $77.5 萬 | 0.08% | −113−1.2% | 減碼 |
| Valmark Advisers, Inc. | 9,356 | $77.3 萬 | 0.01% | +472+5.3% | 加碼 |
| First PREMIER Bank | 9,357 | $77.3 萬 | 0.12% | −51−0.5% | 減碼 |
| Main Street Financial Solutions, LLC | 9,351 | $77.3 萬 | 0.05% | −36−0.4% | 減碼 |
| Interchange Capital Partners, LLC | 9,334 | $77.1 萬 | 0.15% | +1,849+24.7% | 加碼 |
| Smithfield Trust Co | 9,346 | $77.1 萬 | 0.03% | −113−1.2% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 9,323 | $77.0 萬 | 0.26% | −257−2.7% | 減碼 |
| Stonebridge Financial Group, LLC | 9,329 | $77.0 萬 | 0.11% | +9,329 | 新進 |
| Everpar Advisors LLC | 9,288 | $76.8 萬 | 0.22% | −13−0.1% | 減碼 |
| DMG Group, LLC | 9,259 | $76.5 萬 | 0.52% | −1,707−15.6% | 減碼 |
| Prentice Wealth Management LLC | 9,259 | $76.5 萬 | 0.16% | −34−0.4% | 減碼 |
| Capital Financial Group Inc | 9,248 | $76.4 萬 | 0.40% | +9,248 | 新進 |
| Ponta Wealth Partners, LLC | 9,239 | $76.4 萬 | 0.41% | +2,930+46.4% | 加碼 |
| Cape Investment Advisory, Inc. | 9,205 | $76.1 萬 | 0.20% | +60+0.7% | 加碼 |
| Legato Capital Management LLC | 9,169 | $75.8 萬 | 0.06% | −2,668−22.5% | 減碼 |
| First Heartland Consultants, Inc. | 9,166 | $75.7 萬 | 0.05% | +4,701+105.3% | 加碼 |
| GTS Securities LLC | 9,163 | $75.7 萬 | 0.02% | −14,472−61.2% | 減碼 |
| Jacobs & Co | 9,162 | $75.7 萬 | 0.06% | 00.0% | 不變 |
| Teucrium Investment Advisors, LLC | 9,137 | $75.5 萬 | 0.67% | +9,137 | 新進 |
| Confluence Wealth Services, Inc. | 9,116 | $75.3 萬 | 0.02% | +2,502+37.8% | 加碼 |
| TCTC Holdings, LLC | 9,103 | $75.2 萬 | 0.02% | +1,496+19.7% | 加碼 |
| Ashton Thomas Securities, LLC | 9,215 | $74.9 萬 | 0.11% | +781+9.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 9,036 | $74.7 萬 | 0.03% | −4,931−35.3% | 減碼 |
| Appleton Partners Inc | 9,017 | $74.5 萬 | 0.05% | −360−3.8% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 8,979 | $74.2 萬 | 0.42% | +173+2.0% | 加碼 |
| Pin Oak Investment Advisors Inc | 8,976 | $74.2 萬 | 0.53% | −2,321−20.5% | 減碼 |
| Simmons Bank | 8,974 | $74.2 萬 | 0.04% | +2,685+42.7% | 加碼 |
| Advisor OS, LLC | 8,967 | $74.1 萬 | 0.05% | −34−0.4% | 減碼 |
| FSM Wealth Advisors, LLC | 8,936 | $73.8 萬 | 0.08% | +4,055+83.1% | 加碼 |
| CoreCap Advisors, LLC | 8,935 | $73.8 萬 | 0.02% | +1,817+25.5% | 加碼 |
| Financial Advisory Service, Inc. | 8,934 | $73.8 萬 | 0.04% | −369−4.0% | 減碼 |
| Tower Trust & Investment Co | 8,908 | $73.6 萬 | 0.45% | 00.0% | 不變 |
| Walled Lake Planning & Wealth Management, LLC | 8,882 | $73.4 萬 | 0.19% | +8+0.1% | 加碼 |
| One Wealth Capital Management, LLC | 8,860 | $73.2 萬 | 0.21% | +4,669+111.4% | 加碼 |
| Patten & Patten Inc | 8,826 | $72.9 萬 | 0.04% | −140−1.6% | 減碼 |
| North Forty Two & Co. | 8,808 | $72.8 萬 | 0.62% | −100−1.1% | 減碼 |
| Winning Points Advisors, LLC | 35,906 | $72.8 萬 | 0.96% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 8,773 | $72.5 萬 | 0.07% | +14+0.2% | 加碼 |
| Everest Financial Group LLC | 8,743 | $72.2 萬 | 0.10% | +239+2.8% | 加碼 |
| Old North State Trust, LLC | 8,739 | $72.2 萬 | 0.37% | +48+0.6% | 加碼 |
| XML Financial, LLC | 8,725 | $72.1 萬 | 0.05% | −391−4.3% | 減碼 |
| Dakota Wealth Management | 8,699 | $71.9 萬 | 0.01% | +31+0.4% | 加碼 |
| Keystone Financial Group | 8,697 | $71.9 萬 | 0.04% | +1,271+17.1% | 加碼 |
| Manchester Capital Management LLC | 8,695 | $71.9 萬 | 0.09% | +23+0.3% | 加碼 |
| Coastal Bridge Advisors, LLC | 8,688 | $71.8 萬 | 0.04% | +230+2.7% | 加碼 |
| Hudock, Inc. | 8,680 | $71.7 萬 | 0.09% | +51+0.6% | 加碼 |
| Facet Wealth, Inc. | 8,667 | $71.6 萬 | 0.01% | +830+10.6% | 加碼 |
| Pines Wealth Management, LLC | 8,650 | $71.5 萬 | 0.21% | +126+1.5% | 加碼 |
| Lauterbach Financial Advisors, LLC | 8,643 | $71.4 萬 | 0.31% | +48+0.6% | 加碼 |
| Guardian Wealth Advisors, LLC | 8,643 | $71.4 萬 | 0.04% | −116−1.3% | 減碼 |
| Axiom Investment Management LLC | 8,626 | $71.3 萬 | 0.48% | 00.0% | 不變 |
| Legacy Advisors, LLC | 8,623 | $71.3 萬 | 0.07% | +2,823+48.7% | 加碼 |
| Summit Wealth Group LLC | 8,613 | $71.2 萬 | 0.06% | +2,038+31.0% | 加碼 |
| Mayflower Financial Advisors, LLC | 8,602 | $71.1 萬 | 0.06% | −785−8.4% | 減碼 |
| Investment Research Partners LLC | 8,592 | $71.0 萬 | 0.24% | +2,540+42.0% | 加碼 |
| STAR Financial Bank | 8,574 | $70.9 萬 | 0.29% | +567+7.1% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 8,565 | $70.8 萬 | 0.05% | −1,758−17.0% | 減碼 |
| Cornerstone Advisory, LLC | 8,544 | $70.6 萬 | 0.06% | +278+3.4% | 加碼 |
| Van Diest Capital, LLC | 8,541 | $70.6 萬 | 0.63% | −11,373−57.1% | 減碼 |
| Elevatus Welath Management | 8,522 | $70.4 萬 | 0.17% | +4,518+112.8% | 加碼 |
| V-Square Quantitative Management LLC | 8,520 | $70.4 萬 | 0.07% | +2,330+37.6% | 加碼 |
| Sunflower Bank, N.A. | 8,459 | $69.9 萬 | 0.17% | +274+3.3% | 加碼 |
| Regatta Capital Group, LLC | 8,454 | $69.9 萬 | 0.09% | −194−2.2% | 減碼 |
| Evermay Wealth Management LLC | 8,454 | $69.9 萬 | 0.07% | −454−5.1% | 減碼 |
| Root Financial Partners, LLC | 8,445 | $69.8 萬 | 0.03% | +2,467+41.3% | 加碼 |
| Northbridge Financial Group, LLC | 8,440 | $69.8 萬 | 0.27% | −1,093−11.5% | 減碼 |
| Stockman Wealth Management, Inc. | 8,439 | $69.7 萬 | 0.07% | −397−4.5% | 減碼 |
| Csenge Advisory Group | 8,426 | $69.6 萬 | 0.03% | −1,470−14.9% | 減碼 |
| Fukoku Mutual Life Insurance Co | 8,375 | $69.2 萬 | 0.04% | −878−9.5% | 減碼 |
| Tarbox Family Office, Inc. | 8,371 | $69.2 萬 | 0.10% | 00.0% | 不變 |
| All Terrain Financial Advisors, LLC | 8,351 | $69.0 萬 | 0.15% | −1,078−11.4% | 減碼 |
| Onefund, LLC | 8,335 | $68.9 萬 | 0.39% | −289−3.4% | 減碼 |