Wells Fargo & Company
WFC.PL- 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 256 家機構在 13F 申報持有，市值合計 $26.5 億；沒有大師持有。
2023 年第 1 季 13F 持有人
Wells Fargo & Company 在 2023/3/31 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
- 241
- 較 2022 年第 4 季 +2 家
- 持有股數
- 387.9 萬
- 較 2022 年第 4 季 +69.2 萬 (+21.7%)
- 總市值
- $27.6 億
- 較 2022 年第 4 季 −$6,209 萬 (−2.2%)
- 新進機構
- 23
- 另有 67 家加碼
- 清倉機構
- 21
- 另有 69 家減碼
另有 3 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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.PL 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 | 256 | $26.5 億 |
| 2026 年第 1 季 | 266 | $24.8 億 |
| 2025 年第 4 季 | 268 | $28.6 億 |
| 2025 年第 3 季 | 255 | $29.3 億 |
| 2025 年第 2 季 | 275 | $27.8 億 |
| 2025 年第 1 季 | 267 | $29.0 億 |
| 2024 年第 4 季 | 259 | $28.5 億 |
| 2024 年第 3 季 | 258 | $31.2 億 |
| 2024 年第 2 季 | 253 | $30.3 億 |
| 2024 年第 1 季 | 254 | $29.6 億 |
| 2023 年第 4 季 | 246 | $29.2 億 |
| 2023 年第 3 季 | 236 | $32.8 億 |
| 2023 年第 2 季 | 232 | $34.0 億 |
| 2023 年第 1 季 | 241 | $27.6 億 |
| 2022 年第 4 季 | 242 | $28.3 億 |
| 2022 年第 3 季 | 232 | $28.5 億 |
| 2022 年第 2 季 | 234 | $24.0 億 |
| 2022 年第 1 季 | 210 | $26.1 億 |
| 2021 年第 4 季 | 221 | $33.0 億 |
| 2021 年第 3 季 | 26 | $4,908 萬 |
| 2021 年第 2 季 | 27 | $5,687 萬 |
| 2021 年第 1 季 | 30 | $4,829 萬 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | – | $44.6 萬 | 0.00% | – | – |
| TownSquare Capital, LLC | 394 | $46.3 萬 | 0.01% | −18−4.4% | 減碼 |
| Heirloom Wealth Management | 397 | $46.7 萬 | 0.22% | −5−1.2% | 減碼 |
| Aull & Monroe Investment Management Corp | 403 | $47.4 萬 | 0.24% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 415 | $48.8 萬 | 0.02% | +46+12.5% | 加碼 |
| Resources Investment Advisors, LLC. | 416 | $48.9 萬 | 0.01% | +2+0.5% | 加碼 |
| NewEdge Wealth, LLC | 420 | $49.4 萬 | 0.02% | +51+13.8% | 加碼 |
| Graypoint LLC | 424 | $49.9 萬 | 0.05% | 00.0% | 不變 |
| Crew Capital Management, Ltd. | 427 | $50.2 萬 | 0.72% | −10−2.3% | 減碼 |
| D.A. Davidson & Co. | 433 | $50.9 萬 | 0.01% | +51+13.4% | 加碼 |
| Blair William & Co | 437 | $51.4 萬 | 0.00% | +37+9.3% | 加碼 |
| TCG Advisory Services, LLC | 439 | $51.6 萬 | 0.11% | +439 | 新進 |
| Marathon Trading Investment Management LLC | 444 | $52.2 萬 | 0.25% | 00.0% | 不變 |
| DFPG Investments, LLC | 479 | $56.3 萬 | 0.06% | +479 | 新進 |
| Fernwood Investment Management, LLC | 484 | $56.9 萬 | 0.22% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | – | $58.8 萬 | 0.00% | – | – |
| Independent Wealth Network Inc. | 515 | $60.6 萬 | 0.39% | −2−0.4% | 減碼 |
| Creative Planning | 517 | $60.8 萬 | 0.00% | −87−14.4% | 減碼 |
| Pathway Financial Advisers, LLC | 538 | $63.3 萬 | 0.25% | +13+2.5% | 加碼 |
| Pekin Hardy Strauss, Inc. | 570 | $67.0 萬 | 0.10% | −601−51.3% | 減碼 |
| United Capital Financial Advisers, LLC | 572 | $67.3 萬 | 0.00% | −158−21.6% | 減碼 |
| Wedbush Securities Inc | 578 | $68.0 萬 | 0.03% | −19−3.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 598 | $70.3 萬 | 0.03% | −50−7.7% | 減碼 |
| First Hawaiian Bank | 618 | $72.7 萬 | 0.02% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 81,922 | $72.9 萬 | 0.04% | −90−0.1% | 減碼 |
| Islay Capital Management, LLC | 635 | $74.7 萬 | 0.73% | +635 | 新進 |
| Centaurus Financial, Inc. | 639 | $75.2 萬 | 0.06% | −8−1.2% | 減碼 |
| Bowman & Co S.C. | 641 | $75.4 萬 | 0.55% | +4+0.6% | 加碼 |
| Ingalls & Snyder LLC | 649 | $76.3 萬 | 0.04% | −28−4.1% | 減碼 |
| Searle & Co. | 654 | $76.4 萬 | 0.25% | −21−3.1% | 減碼 |
| Level Four Advisory Services, LLC | 665 | $78.2 萬 | 0.05% | +20+3.1% | 加碼 |
| Chilton Investment Co LLC | 731 | $86.0 萬 | 0.03% | −569−43.8% | 減碼 |
| Coastwise Capital Group, LLC | 23,115 | $86.4 萬 | 0.99% | +963+4.3% | 加碼 |
| Chilton Capital Management LLC | 793 | $93.3 萬 | 0.05% | −6−0.8% | 減碼 |
| Van Hulzen Asset Management, LLC | 846 | $99.5 萬 | 0.09% | −361−29.9% | 減碼 |
| Pennsylvania Capital Management Inc | 861 | $101.3 萬 | 0.49% | 00.0% | 不變 |
| Scotia Capital Inc. | 862 | $101.4 萬 | 0.01% | +150+21.1% | 加碼 |
| Bank of Montreal | 878 | $101.6 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 900,000 | $105.9 萬 | 0.00% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 928 | $108.9 萬 | 0.06% | −28−2.9% | 減碼 |
| LexAurum Advisors, LLC | 926 | $108.9 萬 | 0.36% | −20−2.1% | 減碼 |
| Captrust Financial Advisors | 956 | $111.3 萬 | 0.00% | +44+4.8% | 加碼 |
| StoneX Group Inc. | 966 | $113.6 萬 | 0.12% | +64+7.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 998 | $117.4 萬 | 0.03% | −3,843−79.4% | 減碼 |
| Asset Allocation & Management Company, LLC | 1,100 | $126.8 萬 | 0.51% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 1,088 | $127.2 萬 | 0.96% | +120+12.4% | 加碼 |
| Montag A & Associates Inc | 1,100 | $129.4 萬 | 0.08% | 00.0% | 不變 |
| Kelly Lawrence W & Associates Inc | 1,134 | $130.7 萬 | 0.35% | 00.0% | 不變 |
| National Bank of Canada | 1,153 | $133.7 萬 | 0.00% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 1,150 | $135.3 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 1,156 | $136.0 萬 | 0.00% | +54+4.9% | 加碼 |
| Founders Capital Management, LLC | 1,188 | $139.7 萬 | 0.35% | −4−0.3% | 減碼 |
| Icon Advisers Inc | 1,189 | $139.9 萬 | 0.36% | +1,189 | 新進 |
| Rockefeller Capital Management L.P. | 1,257 | $147.8 萬 | 0.01% | −4−0.3% | 減碼 |
| US Bancorp | 1,353 | $159.1 萬 | 0.00% | −5−0.4% | 減碼 |
| SEI Investments Co | 1,395 | $164.1 萬 | 0.00% | +4+0.3% | 加碼 |
| Income Research & Management | 1,425 | $164.2 萬 | 0.85% | 00.0% | 不變 |
| Truist Financial Corp | 1,423 | $167.4 萬 | 0.00% | +96+7.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 1,445 | $170.0 萬 | 0.00% | +224+18.3% | 加碼 |
| Pier 88 Investment Partners LLC | 1,452 | $170.8 萬 | 0.41% | −15,043−91.2% | 減碼 |
| Marathon Capital Management | 1,476 | $173.6 萬 | 0.43% | −7−0.5% | 減碼 |
| Baird Financial Group, Inc. | 1,498 | $176.2 萬 | 0.00% | +240+19.1% | 加碼 |
| Bowie Capital Management, LLC | 1,600 | $188.2 萬 | 0.27% | 00.0% | 不變 |
| Macquarie Group Ltd | 1,692 | $197.1 萬 | 0.00% | −256−13.1% | 減碼 |
| CSM Advisors, LLC | 1,750 | $205.8 萬 | 0.18% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 1,780 | $209.4 萬 | 0.47% | +15+0.8% | 加碼 |
| Everett Harris & Co | 1,803 | $212.1 萬 | 0.03% | −25−1.4% | 減碼 |
| Seven Springs Wealth Group, LLC | 1,862 | $219.0 萬 | 1.08% | +53+2.9% | 加碼 |
| Wellington Management Group LLP | 1,909 | $220.0 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 2,053 | $241.5 萬 | 0.00% | +167+8.9% | 加碼 |
| CI Private Wealth, LLC | 2,060 | $242.3 萬 | 0.01% | +2,060 | 新進 |
| Bessemer Group Inc | 2,271 | $267.1 萬 | 0.01% | 00.0% | 不變 |
| Agf Management Ltd | 2,400 | $282.3 萬 | 0.02% | 00.0% | 不變 |
| Summitry LLC | 2,443 | $287.4 萬 | 0.19% | −60−2.4% | 減碼 |
| Advisor Group Holdings, Inc. | 2,685 | $316.5 萬 | 0.01% | +353+15.1% | 加碼 |
| Wittenberg Investment Management, Inc. | 2,727 | $320.8 萬 | 1.19% | 00.0% | 不變 |
| First Foundation Advisors | 2,775 | $326.4 萬 | 0.15% | −331−10.7% | 減碼 |
| Janney Montgomery Scott LLC | 2,789 | $328.1 萬 | 0.01% | +153+5.8% | 加碼 |
| SG Americas Securities, LLC | 3,000 | $352.9 萬 | 0.05% | 00.0% | 不變 |
| LPL Financial LLC | 3,032 | $356.7 萬 | 0.00% | +129+4.4% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,117 | $366.6 萬 | 0.28% | +100+3.3% | 加碼 |
| Jane Street Group, LLC | 3,363 | $395.6 萬 | 0.01% | +2,757+455.0% | 加碼 |
| Goldman Sachs Group Inc | 3,507 | $404.2 萬 | 0.00% | −38−1.1% | 減碼 |
| Wells Fargo & Company | 3,465 | $407.6 萬 | 0.00% | +147+4.4% | 加碼 |
| Laffer Tengler Investments | 3,536 | $409.1 萬 | 1.11% | −38−1.1% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 3,553 | $417.9 萬 | 0.51% | +18+0.5% | 加碼 |
| Hudson Capital Management LLC | 3,811 | $448.3 萬 | 1.78% | +108+2.9% | 加碼 |
| Richard C. Young & CO., LTD. | 4,349 | $511.6 萬 | 0.70% | −90−2.0% | 減碼 |
| Commonwealth Equity Services, LLC | 4,439 | $522.1 萬 | 0.01% | +1,777+66.8% | 加碼 |
| Mariner, LLC | 4,559 | $536.3 萬 | 0.02% | −36−0.8% | 減碼 |
| Neuberger Berman Group LLC | 4,675 | $549.9 萬 | 0.01% | −25−0.5% | 減碼 |
| Kestra Advisory Services, LLC | 4,787 | $563.1 萬 | 0.06% | −238−4.7% | 減碼 |
| Stifel Financial Corp | 4,832 | $565.8 萬 | 0.01% | −79−1.6% | 減碼 |
| Jefferies Financial Group Inc. | 4,824 | $567.4 萬 | 0.12% | +1,810+60.1% | 加碼 |
| Phraction Management LLC | 5,068 | $594.4 萬 | 3.41% | +400+8.6% | 加碼 |
| Crawford Investment Counsel Inc | 5,528 | $637.1 萬 | 0.14% | +1,703+44.5% | 加碼 |
| Norris Perne & French LLP | 5,559 | $653.7 萬 | 0.60% | −28−0.5% | 減碼 |
| JPMorgan Chase & Co | 5,681 | $668.2 萬 | 0.00% | +26+0.5% | 加碼 |
| Western Asset Management Company, LLC | 5,865 | $689.9 萬 | 3.31% | −3−0.1% | 減碼 |
| Penn Mutual Asset Management, LLC | 6,000 | $705.8 萬 | 6.70% | 00.0% | 不變 |