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 3 季 13F 持有人
Wells Fargo & Company 在 2023/9/30 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
- 236
- 較 2023 年第 2 季 +4 家
- 持有股數
- 462.2 萬
- 較 2023 年第 2 季 −9.78 萬 (−2.1%)
- 總市值
- $32.8 億
- 較 2023 年第 2 季 −$1.19 億 (−3.5%)
- 新進機構
- 20
- 另有 59 家加碼
- 清倉機構
- 16
- 另有 65 家減碼
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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fernwood Investment Management, LLC | 484 | $54.0 萬 | 0.19% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 484 | $54.0 萬 | 0.08% | +148+44.0% | 加碼 |
| UBS Asset Management Americas Inc | – | $55.8 萬 | 0.00% | – | – |
| Independent Wealth Network Inc. | 505 | $56.3 萬 | 0.35% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 511 | $57.0 萬 | 0.00% | +511 | 新進 |
| Pekin Hardy Strauss, Inc. | 515 | $57.4 萬 | 0.09% | 00.0% | 不變 |
| First Hawaiian Bank | 529 | $59.0 萬 | 0.02% | −60−10.2% | 減碼 |
| Pathway Financial Advisers, LLC | 535 | $59.7 萬 | 0.25% | +535 | 新進 |
| Valeo Financial Advisors, LLC | 81,836 | $60.0 萬 | 0.03% | −360.0% | 減碼 |
| D.A. Davidson & Co. | 541 | $60.3 萬 | 0.01% | +118+27.9% | 加碼 |
| Comerica Bank | 557 | $62.1 萬 | 0.00% | +557 | 新進 |
| United Capital Financial Advisers, LLC | 570 | $63.6 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 578 | $64.4 萬 | 0.03% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 578 | $64.4 萬 | 0.04% | −117−16.8% | 減碼 |
| Bowman & Co S.C. | 579 | $64.8 萬 | 0.52% | +3+0.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 602 | $67.1 萬 | 0.01% | −13−2.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 610 | $68.0 萬 | 0.02% | +62+11.3% | 加碼 |
| HighTower Advisors, LLC | 628 | $69.8 萬 | 0.00% | +41+7.0% | 加碼 |
| Islay Capital Management, LLC | 635 | $70.8 萬 | 0.61% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 643 | $71.7 萬 | 0.03% | −5−0.8% | 減碼 |
| Zazove Associates LLC | 687 | $76.6 萬 | 0.08% | +687 | 新進 |
| Icon Advisers Inc | 700 | $78.0 萬 | 0.19% | +700 | 新進 |
| Chilton Investment Co LLC | 731 | $81.5 萬 | 0.03% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 812 | $85.9 萬 | 0.05% | −221−21.4% | 減碼 |
| US Bancorp | 778 | $86.7 萬 | 0.00% | −100−11.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 783 | $87.3 萬 | 0.07% | −23−2.9% | 減碼 |
| Chilton Capital Management LLC | 786 | $87.6 萬 | 0.05% | −5−0.6% | 減碼 |
| Pennsylvania Capital Management Inc | 825 | $92.0 萬 | 0.38% | 00.0% | 不變 |
| Scotia Capital Inc. | 862 | $96.1 萬 | 0.01% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 876 | $97.7 萬 | 0.29% | −50−5.4% | 減碼 |
| Russell Investments Group, Ltd. | 900,000 | $100.3 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 916 | $102.0 萬 | 0.00% | −5−0.5% | 減碼 |
| Bank of Montreal | 934 | $107.9 萬 | 0.00% | 00.0% | 不變 |
| Kelly Lawrence W & Associates Inc | 987 | $109.8 萬 | 0.29% | −40−3.9% | 減碼 |
| Montag A & Associates Inc | 990 | $110.4 萬 | 0.07% | −110−10.0% | 減碼 |
| Coastwise Capital Group, LLC | 27,180 | $111.1 萬 | 1.27% | +7,073+35.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $111.5 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 1,036 | $115.5 萬 | 0.01% | +369+55.3% | 加碼 |
| Seelaus Asset Management LLC | 1,036 | $115.5 萬 | 1.31% | −8−0.8% | 減碼 |
| Asset Allocation & Management Company, LLC | 1,100 | $122.4 萬 | 0.73% | 00.0% | 不變 |
| StoneX Group Inc. | 1,103 | $123.0 萬 | 0.13% | +24+2.2% | 加碼 |
| American Century Companies Inc | 1,113 | $124.3 萬 | 0.00% | +875+367.6% | 加碼 |
| Founders Capital Management, LLC | 1,133 | $126.3 萬 | 0.29% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 1,150 | $128.2 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 1,228 | $133.8 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 1,291 | $143.9 萬 | 0.00% | +890+221.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 1,375 | $153.3 萬 | 0.00% | −154−10.1% | 減碼 |
| SEI Investments Co | 1,428 | $159.3 萬 | 0.00% | +30+2.1% | 加碼 |
| Truist Financial Corp | 1,434 | $159.9 萬 | 0.00% | −46−3.1% | 減碼 |
| Marathon Capital Management | 1,474 | $164.4 萬 | 0.41% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 1,530 | $170.6 萬 | 0.00% | +18+1.2% | 加碼 |
| Bowie Capital Management, LLC | 1,600 | $178.4 萬 | 0.23% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 1,615 | $180.1 萬 | 0.40% | −162−9.1% | 減碼 |
| Everett Harris & Co | 1,710 | $191.3 萬 | 0.03% | 00.0% | 不變 |
| CSM Advisors, LLC | 1,750 | $195.2 萬 | 0.17% | 00.0% | 不變 |
| Seven Springs Wealth Group, LLC | 1,967 | $219.3 萬 | 1.05% | +2+0.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,970 | $219.7 萬 | 0.01% | +1,970 | 新進 |
| CI Private Wealth, LLC | 2,085 | $232.5 萬 | 0.01% | −3−0.1% | 減碼 |
| Envestnet Asset Management Inc | 2,340 | $260.9 萬 | 0.00% | +316+15.6% | 加碼 |
| Summitry LLC | 2,377 | $265.0 萬 | 0.17% | −46−1.9% | 減碼 |
| Agf Management Ltd | 2,500 | $278.8 萬 | 0.02% | +850+51.5% | 加碼 |
| Graypoint LLC | 2,522 | $281.2 萬 | 0.26% | +2,098+494.8% | 加碼 |
| First Foundation Advisors | 2,526 | $281.6 萬 | 0.13% | −290−10.3% | 減碼 |
| Keystone Financial Group | 2,585 | $288.2 萬 | 0.48% | +9+0.3% | 加碼 |
| Wittenberg Investment Management, Inc. | 2,629 | $293.1 萬 | 1.07% | −35−1.3% | 減碼 |
| Relative Value Partners Group, LLC | 2,799 | $312.1 萬 | 0.21% | +2,799 | 新進 |
| Janney Montgomery Scott LLC | 2,916 | $325.1 萬 | 0.01% | +3+0.1% | 加碼 |
| SG Americas Securities, LLC | 3,000 | $334.5 萬 | 0.04% | 00.0% | 不變 |
| Macquarie Group Ltd | 3,022 | $336.6 萬 | 0.00% | +1,495+97.9% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $345.9 萬 | 0.25% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 3,281 | $365.8 萬 | 0.00% | +10.0% | 加碼 |
| Wells Fargo & Company | 3,427 | $382.1 萬 | 0.00% | +47+1.4% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 3,584 | $399.6 萬 | 0.47% | +86+2.5% | 加碼 |
| Knightsbridge Asset Management, LLC | 3,680 | $410.3 萬 | 1.29% | +232+6.7% | 加碼 |
| Laffer Tengler Investments | 3,671 | $410.3 萬 | 1.21% | −148−3.9% | 減碼 |
| Bessemer Group Inc | 3,787 | $422.2 萬 | 0.01% | +1,516+66.8% | 加碼 |
| LPL Financial LLC | 3,948 | $440.2 萬 | 0.00% | +831+26.7% | 加碼 |
| Hudson Capital Management LLC | 4,020 | $448.2 萬 | 1.79% | +149+3.8% | 加碼 |
| Mariner, LLC | 4,069 | $453.7 萬 | 0.01% | −416−9.3% | 減碼 |
| Rational Advisors LLC | 4,200 | $468.3 萬 | 0.42% | +2,900+223.1% | 加碼 |
| Neuberger Berman Group LLC | 4,289 | $478.2 萬 | 0.00% | −370−7.9% | 減碼 |
| Advisor Group Holdings, Inc. | 4,480 | $500.7 萬 | 0.01% | +1,794+66.8% | 加碼 |
| Jefferies Financial Group Inc. | 4,781 | $533.1 萬 | 0.13% | +31+0.7% | 加碼 |
| Commonwealth Equity Services, LLC | 4,785 | $533.5 萬 | 0.01% | +271+6.0% | 加碼 |
| Stifel Financial Corp | 4,830 | $538.3 萬 | 0.01% | −119−2.4% | 減碼 |
| Phraction Management LLC | 5,350 | $596.9 萬 | 2.88% | +416+8.4% | 加碼 |
| Norris Perne & French LLP | 5,608 | $625.3 萬 | 0.55% | −22−0.4% | 減碼 |
| Crawford Investment Counsel Inc | 5,637 | $627.1 萬 | 0.14% | +21+0.4% | 加碼 |
| Wellington Management Group LLP | 5,766 | $641.5 萬 | 0.00% | +1,962+51.6% | 加碼 |
| Western Asset Management Company, LLC | 5,865 | $653.9 萬 | 2.98% | 00.0% | 不變 |
| Raymond James & Associates | 5,993 | $668.3 萬 | 0.01% | −2,084−25.8% | 減碼 |
| Penn Mutual Asset Management, LLC | 6,000 | $669.0 萬 | 6.27% | 00.0% | 不變 |
| JPMorgan Chase & Co | 6,035 | $672.9 萬 | 0.00% | +223+3.8% | 加碼 |
| UBS Group AG | 6,177 | $688.7 萬 | 0.00% | +141+2.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 6,518 | $726.8 萬 | 0.16% | +742+12.8% | 加碼 |
| Conning Inc. | 7,465 | $835.3 萬 | 0.30% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 7,735 | $862.5 萬 | 0.08% | +2,457+46.6% | 加碼 |
| AEGON USA Investment Management, LLC | 8,000 | $895.6 萬 | 6.46% | 00.0% | 不變 |
| RB Capital Management, LLC | 8,114 | $904.7 萬 | 2.93% | −88−1.1% | 減碼 |
| Calamos Advisors LLC | 8,162 | $910.1 萬 | 0.05% | −31−0.4% | 減碼 |