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 2 季 13F 持有人
Wells Fargo & Company 在 2023/6/30 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
- 232
- 較 2023 年第 1 季 −7 家
- 持有股數
- 472.0 萬
- 較 2023 年第 1 季 +84.2 萬 (+21.7%)
- 總市值
- $34.0 億
- 較 2023 年第 1 季 +$6.39 億 (+23.1%)
- 新進機構
- 13
- 另有 58 家加碼
- 清倉機構
- 20
- 另有 74 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 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.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 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 423 | $48.7 萬 | 0.01% | −10−2.3% | 減碼 |
| Graypoint LLC | 424 | $48.8 萬 | 0.05% | 00.0% | 不變 |
| Crew Capital Management, Ltd. | 427 | $49.2 萬 | 0.56% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 439 | $50.6 萬 | 0.09% | 00.0% | 不變 |
| Marathon Trading Investment Management LLC | 444 | $51.1 萬 | 0.32% | 00.0% | 不變 |
| Fernwood Investment Management, LLC | 484 | $55.8 萬 | 0.20% | 00.0% | 不變 |
| Independent Wealth Network Inc. | 505 | $58.2 萬 | 0.35% | −10−1.9% | 減碼 |
| UBS Asset Management Americas Inc | – | $58.8 萬 | 0.00% | – | – |
| Pekin Hardy Strauss, Inc. | 515 | $59.3 萬 | 0.09% | −55−9.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 548 | $63.1 萬 | 0.02% | −50−8.4% | 減碼 |
| United Capital Financial Advisers, LLC | 570 | $65.7 萬 | 0.00% | −2−0.3% | 減碼 |
| Valeo Financial Advisors, LLC | 81,872 | $65.9 萬 | 0.03% | −50−0.1% | 減碼 |
| Bowman & Co S.C. | 576 | $66.5 萬 | 0.50% | −65−10.1% | 減碼 |
| Wedbush Securities Inc | 578 | $66.6 萬 | 0.03% | 00.0% | 不變 |
| HighTower Advisors, LLC | 587 | $67.5 萬 | 0.00% | +327+125.8% | 加碼 |
| First Hawaiian Bank | 589 | $67.9 萬 | 0.02% | −29−4.7% | 減碼 |
| Buckingham Strategic Wealth, LLC | 615 | $70.8 萬 | 0.01% | +615 | 新進 |
| Islay Capital Management, LLC | 635 | $73.2 萬 | 0.64% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 648 | $74.6 萬 | 0.04% | −1−0.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 667 | $76.8 萬 | 0.00% | +310+86.8% | 加碼 |
| Searle & Co. | 654 | $77.1 萬 | 0.24% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 695 | $80.1 萬 | 0.05% | +30+4.5% | 加碼 |
| Chilton Investment Co LLC | 731 | $84.2 萬 | 0.02% | 00.0% | 不變 |
| Coastwise Capital Group, LLC | 20,107 | $85.8 萬 | 0.97% | −3,008−13.0% | 減碼 |
| Chilton Capital Management LLC | 791 | $91.1 萬 | 0.05% | −2−0.3% | 減碼 |
| Van Hulzen Asset Management, LLC | 806 | $92.8 萬 | 0.08% | −40−4.7% | 減碼 |
| Pennsylvania Capital Management Inc | 825 | $95.0 萬 | 0.41% | −36−4.2% | 減碼 |
| Income Research & Management | 852 | $98.2 萬 | 0.61% | −573−40.2% | 減碼 |
| Scotia Capital Inc. | 862 | $99.3 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 878 | $101.1 萬 | 0.00% | −475−35.1% | 減碼 |
| Russell Investments Group, Ltd. | 900,000 | $103.7 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 921 | $106.1 萬 | 0.00% | −35−3.7% | 減碼 |
| Cresset Asset Management, LLC | 925 | $106.6 萬 | 0.01% | +563+155.5% | 加碼 |
| LexAurum Advisors, LLC | 926 | $106.7 萬 | 0.32% | 00.0% | 不變 |
| Bank of Montreal | 934 | $108.5 萬 | 0.00% | +56+6.4% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $115.2 萬 | 0.00% | +1,000 | 新進 |
| Kelly Lawrence W & Associates Inc | 1,027 | $118.2 萬 | 0.31% | −107−9.4% | 減碼 |
| Seelaus Asset Management LLC | 1,044 | $120.3 萬 | 0.95% | −44−4.0% | 減碼 |
| Chicago Partners Investment Group LLC | 1,033 | $121.1 萬 | 0.06% | +105+11.3% | 加碼 |
| StoneX Group Inc. | 1,079 | $124.3 萬 | 0.13% | +113+11.7% | 加碼 |
| Montag A & Associates Inc | 1,100 | $126.7 萬 | 0.08% | 00.0% | 不變 |
| Asset Allocation & Management Company, LLC | 1,100 | $126.8 萬 | 0.51% | 00.0% | 不變 |
| Founders Capital Management, LLC | 1,133 | $130.5 萬 | 0.29% | −55−4.6% | 減碼 |
| Cohen & Steers, Inc. | 1,150 | $132.5 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 1,228 | $141.4 萬 | 0.00% | +75+6.5% | 加碼 |
| Rational Advisors LLC | 1,300 | $149.8 萬 | 0.12% | +1,300 | 新進 |
| SEI Investments Co | 1,398 | $161.0 萬 | 0.00% | +3+0.2% | 加碼 |
| Marathon Capital Management | 1,474 | $169.8 萬 | 0.42% | −2−0.1% | 減碼 |
| Truist Financial Corp | 1,480 | $170.5 萬 | 0.00% | +57+4.0% | 加碼 |
| Baird Financial Group, Inc. | 1,512 | $174.2 萬 | 0.00% | +14+0.9% | 加碼 |
| Macquarie Group Ltd | 1,527 | $175.9 萬 | 0.00% | −165−9.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,529 | $176.1 萬 | 0.00% | +84+5.8% | 加碼 |
| Bowie Capital Management, LLC | 1,600 | $184.3 萬 | 0.24% | 00.0% | 不變 |
| Agf Management Ltd | 1,650 | $190.1 萬 | 0.01% | −750−31.3% | 減碼 |
| Everett Harris & Co | 1,710 | $197.8 萬 | 0.03% | −93−5.2% | 減碼 |
| CSM Advisors, LLC | 1,750 | $201.6 萬 | 0.15% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 1,777 | $204.8 萬 | 0.43% | −3−0.2% | 減碼 |
| Seven Springs Wealth Group, LLC | 1,965 | $226.4 萬 | 1.07% | +103+5.5% | 加碼 |
| Envestnet Asset Management Inc | 2,024 | $233.2 萬 | 0.00% | −29−1.4% | 減碼 |
| CI Private Wealth, LLC | 2,088 | $240.5 萬 | 0.01% | +28+1.4% | 加碼 |
| Bessemer Group Inc | 2,271 | $261.6 萬 | 0.01% | 00.0% | 不變 |
| Summitry LLC | 2,423 | $279.1 萬 | 0.18% | −20−0.8% | 減碼 |
| Keystone Financial Group | 2,576 | $296.8 萬 | 0.50% | +2,576 | 新進 |
| Wittenberg Investment Management, Inc. | 2,664 | $306.9 萬 | 1.11% | −63−2.3% | 減碼 |
| Advisor Group Holdings, Inc. | 2,686 | $310.4 萬 | 0.01% | +10.0% | 加碼 |
| Pier 88 Investment Partners LLC | 2,752 | $317.0 萬 | 0.79% | +1,300+89.5% | 加碼 |
| First Foundation Advisors | 2,816 | $324.4 萬 | 0.14% | +41+1.5% | 加碼 |
| Janney Montgomery Scott LLC | 2,913 | $335.6 萬 | 0.01% | +124+4.4% | 加碼 |
| SG Americas Securities, LLC | 3,000 | $345.6 萬 | 0.03% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $357.4 萬 | 0.25% | −15−0.5% | 減碼 |
| LPL Financial LLC | 3,117 | $359.1 萬 | 0.00% | +85+2.8% | 加碼 |
| Goldman Sachs Group Inc | 3,280 | $378.0 萬 | 0.00% | −227−6.5% | 減碼 |
| Wells Fargo & Company | 3,380 | $389.3 萬 | 0.00% | −85−2.5% | 減碼 |
| Knightsbridge Asset Management, LLC | 3,448 | $397.2 萬 | 1.28% | −2,808−44.9% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 3,498 | $403.0 萬 | 0.46% | −55−1.5% | 減碼 |
| Wellington Management Group LLP | 3,804 | $438.4 萬 | 0.00% | +1,895+99.3% | 加碼 |
| Laffer Tengler Investments | 3,819 | $439.9 萬 | 1.17% | +283+8.0% | 加碼 |
| Hudson Capital Management LLC | 3,871 | $445.9 萬 | 1.71% | +60+1.6% | 加碼 |
| Mariner, LLC | 4,485 | $516.7 萬 | 0.01% | −74−1.6% | 減碼 |
| Commonwealth Equity Services, LLC | 4,514 | $520.0 萬 | 0.01% | +75+1.7% | 加碼 |
| Neuberger Berman Group LLC | 4,659 | $536.7 萬 | 0.00% | −16−0.3% | 減碼 |
| Ulland Investment Advisors, LLC | 4,659 | $536.8 萬 | 5.51% | +4,371+1,517.7% | 加碼 |
| Jefferies Financial Group Inc. | 4,750 | $547.2 萬 | 0.12% | −74−1.5% | 減碼 |
| Phraction Management LLC | 4,934 | $568.9 萬 | 2.81% | −134−2.6% | 減碼 |
| Stifel Financial Corp | 4,949 | $570.2 萬 | 0.01% | +117+2.4% | 加碼 |
| Kestra Advisory Services, LLC | 5,278 | $608.0 萬 | 0.06% | +491+10.3% | 加碼 |
| Crawford Investment Counsel Inc | 5,616 | $647.2 萬 | 0.13% | +88+1.6% | 加碼 |
| Norris Perne & French LLP | 5,630 | $648.6 萬 | 0.55% | +71+1.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 5,776 | $665.5 萬 | 0.15% | +4,778+478.8% | 加碼 |
| JPMorgan Chase & Co | 5,812 | $669.5 萬 | 0.00% | +131+2.3% | 加碼 |
| Western Asset Management Company, LLC | 5,865 | $675.6 萬 | 3.02% | 00.0% | 不變 |
| Penn Mutual Asset Management, LLC | 6,000 | $691.2 萬 | 6.23% | 00.0% | 不變 |
| UBS Group AG | 6,036 | $695.3 萬 | 0.00% | −228−3.6% | 減碼 |
| Conning Inc. | 7,465 | $860.3 萬 | 0.29% | 00.0% | 不變 |
| AEGON USA Investment Management, LLC | 8,000 | $921.8 萬 | 5.29% | 00.0% | 不變 |
| Raymond James & Associates | 8,077 | $930.4 萬 | 0.01% | +273+3.5% | 加碼 |
| Calamos Advisors LLC | 8,193 | $943.8 萬 | 0.05% | −2,492−23.3% | 減碼 |
| RB Capital Management, LLC | 8,202 | $944.8 萬 | 2.91% | −375−4.4% | 減碼 |
| Palisade Capital Management LLC | 8,528 | $982.9 萬 | 0.26% | −1,850−17.8% | 減碼 |
| Citigroup Inc | 10,547 | $1,215 萬 | 0.02% | −482−4.4% | 減碼 |