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 |
|---|---|---|---|---|---|
| Ignite Planners, LLC | 5,381 | $44.5 萬 | 0.06% | +444+9.0% | 加碼 |
| Roberts Wealth Advisors, LLC | 5,377 | $44.4 萬 | 0.10% | 00.0% | 不變 |
| Maripau Wealth Management LLC | 5,376 | $44.4 萬 | 0.16% | +161+3.1% | 加碼 |
| Cascade Financial Partners, LLC | 5,375 | $44.4 萬 | 0.04% | −288−5.1% | 減碼 |
| Evergreen Wealth Solutions, LLC | 5,015 | $44.2 萬 | 0.02% | +5,015 | 新進 |
| Gradient Capital Advisors, LLC | 5,338 | $44.1 萬 | 0.10% | −693−11.5% | 減碼 |
| Encompass More Asset Management | 5,335 | $44.1 萬 | 0.06% | −26−0.5% | 減碼 |
| GK Wealth Management LLC | 5,323 | $44.0 萬 | 0.27% | +5,323 | 新進 |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,316 | $43.9 萬 | 0.07% | −447−7.8% | 減碼 |
| Optivise Advisory Services LLC | 5,316 | $43.9 萬 | 0.22% | +577+12.2% | 加碼 |
| Brown Financial Advisors | 5,283 | $43.7 萬 | 0.15% | +98+1.9% | 加碼 |
| OneAscent Wealth Management LLC | 5,272 | $43.6 萬 | 0.13% | −2,020−27.7% | 減碼 |
| Marino, Stram & Associates LLC | 5,268 | $43.5 萬 | 0.07% | +55+1.1% | 加碼 |
| CFS Investment Advisory Services, LLC | 5,084 | $43.5 萬 | 0.03% | +1,848+57.1% | 加碼 |
| Diversified Management Inc | 5,255 | $43.4 萬 | 0.09% | −12,521−70.4% | 減碼 |
| Fox Run Management, L.L.C. | 5,240 | $43.3 萬 | 0.07% | −11,485−68.7% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 4,850 | $43.2 萬 | 0.26% | 00.0% | 不變 |
| Urban Wealth Management, LLC | 5,230 | $43.2 萬 | 0.38% | 00.0% | 不變 |
| Vantus Wealth LLC | 5,228 | $43.2 萬 | 0.23% | +5,228 | 新進 |
| Riversedge Advisors, LLC | 5,219 | $43.1 萬 | 0.06% | +5,219 | 新進 |
| Credit Industriel Et Commercial | 5,211 | $43.1 萬 | 0.05% | −3,214−38.1% | 減碼 |
| Matrix Private Capital Group LLC | 5,209 | $43.0 萬 | 0.19% | 00.0% | 不變 |
| Fortis Capital Advisors, LLC | 5,198 | $43.0 萬 | 0.05% | +5,198 | 新進 |
| Alternative Investment Advisors, LLC. | 5,197 | $43.0 萬 | 0.17% | +28+0.5% | 加碼 |
| Tactive Advisors, LLC | 5,190 | $42.9 萬 | 0.11% | −2,177−29.6% | 減碼 |
| Range Advisory, LLC | 5,189 | $42.9 萬 | 0.05% | +657+14.5% | 加碼 |
| Northcape Wealth Management, LLC | 5,182 | $42.8 萬 | 0.11% | +1,185+29.6% | 加碼 |
| Smith, Moore & Co. | 5,165 | $42.7 萬 | 0.03% | 00.0% | 不變 |
| Univest Financial Corp | 5,165 | $42.7 萬 | 0.02% | +102+2.0% | 加碼 |
| DF Dent & Co Inc | 5,154 | $42.6 萬 | 0.01% | 00.0% | 不變 |
| Integral Investment Advisors, Inc. | 5,153 | $42.6 萬 | 0.09% | 00.0% | 不變 |
| Kelsey Financial, LLC | 5,149 | $42.6 萬 | 0.32% | 00.0% | 不變 |
| Community Trust & Investment Co | 5,134 | $42.4 萬 | 0.02% | −181−3.4% | 減碼 |
| Fortem Financial Group, LLC | 5,133 | $42.4 萬 | 0.09% | −103−2.0% | 減碼 |
| Allegheny Financial Group LTD | 5,125 | $42.4 萬 | 0.04% | −172−3.2% | 減碼 |
| Wealth Enhancement Trust Services, Inc. | 5,120 | $42.3 萬 | 0.05% | +374+7.9% | 加碼 |
| Independence Wealth Advisors, LLC | 5,116 | $42.3 萬 | 0.21% | +573+12.6% | 加碼 |
| BCJ Capital Management, LLC | 5,114 | $42.3 萬 | 0.02% | +11+0.2% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 5,108 | $42.2 萬 | 0.05% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 5,100 | $42.1 萬 | 0.03% | −400−7.3% | 減碼 |
| Ahara Advisors LLC | 5,093 | $42.1 萬 | 0.28% | +23+0.5% | 加碼 |
| Birch Hill Investment Advisors LLC | 5,079 | $42.0 萬 | 0.02% | 00.0% | 不變 |
| Fusion Capital, LLC | 5,073 | $41.9 萬 | 0.10% | −16−0.3% | 減碼 |
| Raelipskie Partnership | 5,070 | $41.9 萬 | 0.16% | 00.0% | 不變 |
| New Wave Wealth Advisors LLC | 5,068 | $41.9 萬 | 0.11% | +1,308+34.8% | 加碼 |
| Twinbeech Capital LP | 5,060 | $41.8 萬 | 0.08% | −3,202−38.8% | 減碼 |
| Northstar Financial Companies, Inc. | 5,058 | $41.8 萬 | 0.28% | 00.0% | 不變 |
| Archford Capital Strategies, LLC | 5,056 | $41.8 萬 | 0.04% | −7,390−59.4% | 減碼 |
| Petros Family Wealth, LLC | 5,037 | $41.6 萬 | 0.25% | −316−5.9% | 減碼 |
| Lakeridge Wealth Management LLC | 5,022 | $41.5 萬 | 0.15% | −146−2.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 4,959 | $41.3 萬 | 0.05% | +1,465+41.9% | 加碼 |
| Shufro Rose & Co LLC | 5,000 | $41.3 萬 | 0.02% | 00.0% | 不變 |
| Puzo Michael J | 5,000 | $41.3 萬 | 0.11% | 00.0% | 不變 |
| Founders Capital Management, LLC | 5,000 | $41.3 萬 | 0.06% | 00.0% | 不變 |
| Home Federal Bank of Tennessee | 5,000 | $41.3 萬 | 0.09% | +2,375+90.5% | 加碼 |
| Gateway Wealth Partners, LLC | 4,997 | $41.3 萬 | 0.02% | −9,158−64.7% | 減碼 |
| Ruffer LLP | 5,000 | $41.3 萬 | 0.01% | 00.0% | 不變 |
| Caerus Investment Advisors, LLC | 4,993 | $41.3 萬 | 0.14% | +4,993 | 新進 |
| Quantum Financial Advisors, LLC | 4,983 | $41.2 萬 | 0.04% | −441−8.1% | 減碼 |
| Gallagher Capital Advisors, LLC | 4,983 | $41.2 萬 | 0.24% | +4,983 | 新進 |
| Madison Wealth Partners, Inc | 4,976 | $41.1 萬 | 0.05% | +564+12.8% | 加碼 |
| Successful Portfolios LLC | 4,721 | $41.1 萬 | 0.19% | +10.0% | 加碼 |
| Kesler, Norman & Wride, LLC | 4,965 | $41.0 萬 | 0.06% | +32+0.6% | 加碼 |
| Fiera Capital Corp | 4,955 | $40.9 萬 | 0.00% | −240−4.6% | 減碼 |
| Capital Analysts, LLC | 4,943 | $40.9 萬 | 0.01% | −18−0.4% | 減碼 |
| Walker Asset Management, LLC | 4,944 | $40.9 萬 | 0.21% | +26+0.5% | 加碼 |
| Brewster Financial Planning LLC | 4,941 | $40.8 萬 | 0.22% | +24+0.5% | 加碼 |
| Blue Rock Wealth Management LLC | 4,940 | $40.8 萬 | 0.23% | −5,117−50.9% | 減碼 |
| WoodTrust Financial Corp | 4,942 | $40.8 萬 | 0.05% | +41+0.8% | 加碼 |
| Jacksonville Wealth Management, LLC | 4,925 | $40.7 萬 | 0.23% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 4,924 | $40.7 萬 | 0.04% | 00.0% | 不變 |
| Mainsail Asset Management, LLC | 4,649 | $40.7 萬 | 0.16% | +4,649 | 新進 |
| First Financial Corp | 4,911 | $40.6 萬 | 0.14% | 00.0% | 不變 |
| FLC Capital Advisors | 4,906 | $40.5 萬 | 0.07% | −921−15.8% | 減碼 |
| Mma Asset Management LLC | 4,902 | $40.5 萬 | 0.13% | −23−0.5% | 減碼 |
| Klingenstein Fields & Co LP | 4,901 | $40.5 萬 | 0.01% | −10−0.2% | 減碼 |
| Byrne Financial Freedom, LLC | 4,898 | $40.5 萬 | 0.16% | −44−0.9% | 減碼 |
| Nixon Peabody Trust Co | 4,894 | $40.4 萬 | 0.03% | +692+16.5% | 加碼 |
| Caisse des Depots Et Consignations | 4,893 | $40.4 萬 | 0.01% | −93,679−95.0% | 減碼 |
| Flatrock Wealth Partners LLC | 4,891 | $40.4 萬 | 0.16% | +4,891 | 新進 |
| Lynch Investment Planning, LLC | 4,876 | $40.3 萬 | 0.31% | +400+8.9% | 加碼 |
| Novem Group | 4,866 | $40.2 萬 | 0.04% | +59+1.2% | 加碼 |
| Aegis Wealth Management LLC | 4,864 | $40.2 萬 | 0.19% | +4,864 | 新進 |
| Laurion Capital Management LP | 4,841 | $40.0 萬 | 0.03% | +4,841 | 新進 |
| Willner & Heller, LLC | 4,838 | $40.0 萬 | 0.25% | −295−5.7% | 減碼 |
| Buckhead Capital Management LLC | 4,829 | $39.9 萬 | 0.14% | 00.0% | 不變 |
| Maia Wealth LLC | 4,827 | $39.9 萬 | 0.06% | −1,040−17.7% | 減碼 |
| Old Mission Investment Co LLC | 4,818 | $39.8 萬 | 0.08% | +102+2.2% | 加碼 |
| Omnia Family Wealth, LLC | 4,805 | $39.7 萬 | 0.11% | +1,435+42.6% | 加碼 |
| Cypress Capital Group | 4,793 | $39.6 萬 | 0.04% | 00.0% | 不變 |
| Avion Wealth | 4,797 | $39.6 萬 | 0.07% | +126+2.7% | 加碼 |
| Hunter Associates Investment Management LLC | 4,802 | $39.6 萬 | 0.05% | +4,802 | 新進 |
| Duncker Streett & Co Inc | 4,756 | $39.3 萬 | 0.07% | −101−2.1% | 減碼 |
| AA Financial Advisors, LLC | 4,751 | $39.3 萬 | 0.05% | −186−3.8% | 減碼 |
| Bruce G. Allen Investments, LLC | 4,745 | $39.2 萬 | 0.25% | −92−1.9% | 減碼 |
| North Berkeley Wealth Management, LLC | 4,727 | $39.1 萬 | 0.16% | −25−0.5% | 減碼 |
| Register Financial Advisors LLC | 4,720 | $39.0 萬 | 0.12% | −1,019−17.8% | 減碼 |
| RW Investment Management LLC | 4,713 | $38.9 萬 | 0.03% | −550−10.5% | 減碼 |
| Intrust Bank NA | 4,711 | $38.9 萬 | 0.03% | −608−11.4% | 減碼 |
| Bernardo Wealth Planning LLC | 4,706 | $38.9 萬 | 0.07% | +196+4.3% | 加碼 |