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 2,882 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
- 2,882
- 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 1,144 家減碼
另有 38 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 | 2,882 | $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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 41,427 | $342.4 萬 | 0.16% | +2,659+6.9% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 41,421 | $342.3 萬 | 0.65% | +516+1.3% | 加碼 |
| St. Louis Financial Planners Asset Management, LLC | 39,955 | $341.7 萬 | 1.82% | +8,336+26.4% | 加碼 |
| Bank of Stockton | 41,182 | $340.3 萬 | 0.96% | 00.0% | 不變 |
| Naviter Wealth, LLC | 41,158 | $340.1 萬 | 0.31% | +9,244+29.0% | 加碼 |
| Harrell Investment Partners, LLC | 40,921 | $338.2 萬 | 0.73% | +1,330+3.4% | 加碼 |
| Talon Private Wealth, LLC | 40,866 | $337.7 萬 | 0.40% | +9,389+29.8% | 加碼 |
| Westpac Banking Corp | 40,855 | $337.6 萬 | 0.21% | +21,967+116.3% | 加碼 |
| RiverFront Investment Group, LLC | 40,548 | $335.1 萬 | 0.04% | −87,640−68.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 40,539 | $335.0 萬 | 0.08% | −664−1.6% | 減碼 |
| Atomi Financial Group, Inc. | 40,332 | $333.3 萬 | 0.09% | +1,002+2.5% | 加碼 |
| Choate Investment Advisors | 40,308 | $333.1 萬 | 0.06% | −100.0% | 減碼 |
| Walleye Trading LLC | 40,292 | $333.0 萬 | 0.05% | −68,211−62.9% | 減碼 |
| AlphaCore Capital LLC | 40,206 | $332.3 萬 | 0.06% | +20,123+100.2% | 加碼 |
| Soltis Investment Advisors LLC | 39,643 | $327.6 萬 | 0.19% | +4,962+14.3% | 加碼 |
| Everence Capital Management Inc | 39,424 | $325.8 萬 | 0.17% | +39,424 | 新進 |
| Scissortail Wealth Management, LLC | 39,416 | $325.7 萬 | 0.63% | +39,416 | 新進 |
| Benjamin Edwards Inc | 39,388 | $325.5 萬 | 0.03% | −15,899−28.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 39,379 | $325.4 萬 | 0.02% | −2,610−6.2% | 減碼 |
| Miracle Mile Advisors, LLC | 39,378 | $325.4 萬 | 0.04% | +311+0.8% | 加碼 |
| Pring Turner Capital Group Inc | 36,604 | $320.6 萬 | 1.84% | +524+1.5% | 加碼 |
| Marks Group Wealth Management, Inc | 38,680 | $319.7 萬 | 0.28% | +1,101+2.9% | 加碼 |
| Cunning Capital Partners, LP | 38,454 | $317.8 萬 | 1.28% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 38,375 | $317.1 萬 | 0.04% | −100−0.3% | 減碼 |
| Avestar Capital, LLC | 38,371 | $317.1 萬 | 0.19% | −733−1.9% | 減碼 |
| Vestor Capital, LLC | 27,981 | $316.9 萬 | 0.27% | +24,037+609.5% | 加碼 |
| Baader Bank INC | 38,273 | $316.3 萬 | 0.26% | −8,387−18.0% | 減碼 |
| Syon Capital LLC | 38,250 | $316.1 萬 | 0.14% | +4,591+13.6% | 加碼 |
| Voya Financial Advisors, Inc. | 37,670 | $314.6 萬 | 0.28% | −5,182−12.1% | 減碼 |
| Centaurus Financial, Inc. | 38,027 | $314.3 萬 | 0.12% | −18,314−32.5% | 減碼 |
| Fiduciary Family Office, LLC | 37,871 | $313.0 萬 | 0.78% | −53−0.1% | 減碼 |
| Aspen Grove Capital, LLC | 37,594 | $310.7 萬 | 0.45% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 37,577 | $310.5 萬 | 0.82% | +24,050+177.8% | 加碼 |
| Bayesian Capital Management, LP | 37,500 | $309.9 萬 | 1.98% | +37,500 | 新進 |
| Yarbrough Capital, LLC | 37,485 | $309.8 萬 | 0.09% | 00.0% | 不變 |
| Arvest Bank Trust Division | 37,420 | $309.2 萬 | 0.15% | −1,513−3.9% | 減碼 |
| Capital Investment Advisors, LLC | 37,381 | $308.9 萬 | 0.04% | −1,550−4.0% | 減碼 |
| Sumitomo Life Insurance Co | 37,260 | $307.9 萬 | 0.05% | −2,156−5.5% | 減碼 |
| Franklin Street Advisors Inc | 37,150 | $307.0 萬 | 0.17% | −95−0.3% | 減碼 |
| Tower Bridge Advisors | 37,126 | $306.8 萬 | 0.28% | −3,800−9.3% | 減碼 |
| Trust Asset Management LLC | 37,062 | $306.3 萬 | 0.19% | −2,396−6.1% | 減碼 |
| Aaron Wealth Advisors | 37,034 | $306.1 萬 | 0.16% | −580−1.5% | 減碼 |
| Congress Park Capital LLC | 36,989 | $305.7 萬 | 0.83% | −269−0.7% | 減碼 |
| Grimes & Company, Inc. | 36,958 | $305.4 萬 | 0.07% | −287−0.8% | 減碼 |
| American Money Management, LLC | 36,937 | $305.2 萬 | 0.44% | −169−0.5% | 減碼 |
| Keebeck Wealth Management, LLC | 36,753 | $303.7 萬 | 0.30% | +1,631+4.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 36,686 | $303.2 萬 | 0.03% | −1,912−5.0% | 減碼 |
| InvesTrust | 36,665 | $303.0 萬 | 1.17% | −1,406−3.7% | 減碼 |
| Perpetual Ltd | 36,649 | $302.9 萬 | 0.04% | +20,993+134.1% | 加碼 |
| Marotta Asset Management | 35,131 | $301.9 萬 | 0.50% | 00.0% | 不變 |
| Keystone Wealth Services, LLC | 36,339 | $300.3 萬 | 0.56% | −144−0.4% | 減碼 |
| Capital Investment Counsel, Inc | 36,240 | $299.5 萬 | 0.32% | −720−1.9% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 35,802 | $297.3 萬 | 0.07% | +32,430+961.7% | 加碼 |
| Tulsa Wealth Advisors, INC | 35,971 | $297.3 萬 | 0.42% | +10,027+38.6% | 加碼 |
| Employees Retirement System of Texas | 35,653 | $294.6 萬 | 0.02% | +35,653 | 新進 |
| KCM Investment Advisors LLC | 35,531 | $293.6 萬 | 0.09% | −6,252−15.0% | 減碼 |
| Arete Wealth Advisors, LLC | 35,504 | $293.4 萬 | 0.19% | +1,346+3.9% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,315 | $291.8 萬 | 0.04% | +1,478+4.4% | 加碼 |
| Marco Investment Management LLC | 35,251 | $291.3 萬 | 0.19% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 35,155 | $290.5 萬 | 0.06% | +4,249+13.7% | 加碼 |
| GHP Investment Advisors, Inc. | 35,151 | $290.5 萬 | 0.11% | +404+1.2% | 加碼 |
| Iams Wealth Management, LLC | 35,009 | $289.3 萬 | 0.87% | +2,311+7.1% | 加碼 |
| S&CO Inc | 34,949 | $288.8 萬 | 0.17% | −700−2.0% | 減碼 |
| FSB Premier Wealth Management, Inc. | 34,847 | $288.0 萬 | 0.81% | −250−0.7% | 減碼 |
| Modern Wealth Management, LLC | 34,836 | $287.9 萬 | 0.03% | +15,374+79.0% | 加碼 |
| Johnson Financial Group, Inc. | 34,755 | $287.2 萬 | 0.09% | −5,272−13.2% | 減碼 |
| Stevens Capital Management LP | 34,555 | $285.6 萬 | 0.69% | −26,785−43.7% | 減碼 |
| Stableford Capital II LLC | 34,415 | $284.4 萬 | 0.99% | −554−1.6% | 減碼 |
| Shepherd Street Advisors LLC | 32,433 | $283.8 萬 | 2.49% | +3,973+14.0% | 加碼 |
| Deane Retirement Strategies, Inc. | 34,272 | $283.3 萬 | 1.20% | +34,272 | 新進 |
| Sound View Wealth Advisors Group, LLC | 34,280 | $283.3 萬 | 0.18% | −619−1.8% | 減碼 |
| JT Stratford LLC | 34,251 | $283.1 萬 | 0.31% | −199−0.6% | 減碼 |
| Moody National Bank Trust Division | 34,229 | $282.9 萬 | 0.23% | −1,345−3.8% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 34,131 | $282.1 萬 | 0.33% | −246−0.7% | 減碼 |
| Snowden Capital Advisors LLC | 33,871 | $279.9 萬 | 0.07% | −790−2.3% | 減碼 |
| 44 Wealth Management LLC | 33,679 | $278.3 萬 | 0.92% | −5,241−13.5% | 減碼 |
| Mutual Advisors, LLC | 33,492 | $276.8 萬 | 0.05% | +2,764+9.0% | 加碼 |
| Bennett Selby Investments LP | 33,284 | $275.1 萬 | 0.88% | +98+0.3% | 加碼 |
| Hodges Capital Management Inc. | 33,206 | $274.4 萬 | 0.18% | −7,095−17.6% | 減碼 |
| Islay Capital Management, LLC | 33,134 | $273.8 萬 | 1.29% | +469+1.4% | 加碼 |
| Massachusetts Wealth Management | 33,065 | $273.2 萬 | 1.04% | +150.0% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 33,013 | $272.8 萬 | 0.99% | +662+2.0% | 加碼 |
| Tradition Wealth Management, LLC | 32,999 | $272.7 萬 | 0.17% | −412−1.2% | 減碼 |
| Bryn Mawr Trust Co | 32,968 | $272.4 萬 | 0.06% | −1,147−3.4% | 減碼 |
| E Fund Management Co., Ltd. | 32,830 | $271.3 萬 | 0.06% | +565+1.8% | 加碼 |
| New Age Alpha Advisors, LLC | 32,733 | $270.5 萬 | 0.11% | +28+0.1% | 加碼 |
| Shrier Wealth Management, LLC | 32,670 | $270.0 萬 | 0.91% | +19+0.1% | 加碼 |
| Sierra Summit Advisors LLC | 32,665 | $269.9 萬 | 0.30% | −31,394−49.0% | 減碼 |
| Triglav Skladi, D.O.O. | 32,300 | $266.9 萬 | 0.14% | +6,300+24.2% | 加碼 |
| Northside Capital Management, LLC | 32,273 | $266.7 萬 | 0.22% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 32,176 | $265.9 萬 | 0.53% | +446+1.4% | 加碼 |
| Pure Financial Advisors, Inc. | 32,109 | $265.3 萬 | 0.03% | +8,558+36.3% | 加碼 |
| Dynasty Wealth Management, LLC | 32,101 | $265.3 萬 | 0.02% | −6,418−16.7% | 減碼 |
| Two Sigma Securities, LLC | 32,050 | $264.9 萬 | 0.23% | +29,053+969.4% | 加碼 |
| Black Maple Capital Management LP | 32,000 | $264.4 萬 | 1.77% | +23,500+276.5% | 加碼 |
| Avantra Family Wealth, Inc. | 31,856 | $263.3 萬 | 1.68% | −846−2.6% | 減碼 |
| Spartan Wealth Advisory Services LLC | 31,748 | $262.4 萬 | 0.21% | −1,099−3.3% | 減碼 |
| Capital Investment Advisory Services, LLC | 31,650 | $261.6 萬 | 0.16% | +14,423+83.7% | 加碼 |
| Advocate Group LLC | 31,581 | $261.0 萬 | 0.39% | −439−1.4% | 減碼 |
| NBT Bank N A | 31,569 | $260.9 萬 | 0.17% | −1,870−5.6% | 減碼 |