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 4 季 13F 持有人
Wells Fargo & Company 在 2023/12/31 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
- 246
- 較 2023 年第 3 季 +11 家
- 持有股數
- 300.8 萬
- 較 2023 年第 3 季 −161.3 萬 (−34.9%)
- 總市值
- $29.2 億
- 較 2023 年第 3 季 −$3.65 億 (−11.1%)
- 新進機構
- 25
- 另有 53 家加碼
- 清倉機構
- 14
- 另有 88 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 579,548 | $6.93 億 | 0.71% | +106,270+22.5% | 加碼 |
| BlackRock Inc. | 259,492 | $3.10 億 | 0.01% | +6,559+2.6% | 加碼 |
| Advent Capital Management | 193,824 | $2.32 億 | 5.36% | +14,702+8.2% | 加碼 |
| First Trust Advisors LP | 132,660 | $1.59 億 | 0.17% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 94,591 | $1.13 億 | 0.23% | +4,063+4.5% | 加碼 |
| Victory Capital Management Inc | 86,218 | $1.03 億 | 0.11% | −6,761−7.3% | 減碼 |
| State Street Corp | 66,345 | $7,933 萬 | 0.00% | −21,400−24.4% | 減碼 |
| Invesco Ltd. | 64,312 | $7,689 萬 | 0.02% | −8,003−11.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 61,367 | $7,359 萬 | 0.04% | +110.0% | 加碼 |
| Allianz Asset Management GmbH | 58,640 | $7,011 萬 | 0.13% | 00.0% | 不變 |
| Camden Asset Management L P | 49,355 | $5,899 萬 | 1.82% | +13,321+37.0% | 加碼 |
| Stonebridge Advisors LLC | 48,352 | $5,781 萬 | 34.49% | −728−1.5% | 減碼 |
| FMR LLC | 45,838 | $5,479 萬 | 0.00% | +31,700+224.2% | 加碼 |
| Morgan Stanley | 45,496 | $5,453 萬 | 0.00% | −14,817−24.6% | 減碼 |
| Nuveen Asset Management, LLC | 39,696 | $4,746 萬 | 0.02% | – | – |
| Bank of America Corp | 32,554 | $3,892 萬 | 0.00% | −2,374−6.8% | 減碼 |
| Mackay Shields LLC | 28,711 | $3,442 萬 | 1.00% | −364−1.3% | 減碼 |
| Thrivent Financial for Lutherans | 24,376 | $2,914 萬 | 0.06% | 00.0% | 不變 |
| First Eagle Investment Management, LLC | 23,391 | $2,797 萬 | 0.07% | −1,500−6.0% | 減碼 |
| Ssi Investment Management LLC | 20,441 | $2,443 萬 | 1.85% | −632−3.0% | 減碼 |
| New York State Common Retirement Fund | 18,351 | $2,194 萬 | 0.03% | +2,285+14.2% | 加碼 |
| Pier 88 Investment Partners LLC | 17,852 | $2,134 萬 | 5.37% | +4,060+29.4% | 加碼 |
| Jane Street Group, LLC | 17,110 | $2,046 萬 | 0.02% | +2,773+19.3% | 加碼 |
| First Manhattan Co | 16,382 | $1,959 萬 | 0.07% | −1,640−9.1% | 減碼 |
| KCM Investment Advisors LLC | 15,645 | $1,871 萬 | 0.74% | −1,322−7.8% | 減碼 |
| Loomis Sayles & Co L P | 377,759 | $1,859 萬 | 0.03% | −255,129−40.3% | 減碼 |
| Royal Bank of Canada | – | $1,673 萬 | 0.00% | – | – |
| New England Asset Management Inc | 13,275 | $1,587 萬 | 2.55% | −300−2.2% | 減碼 |
| Oxbow Advisors, LLC | 12,753 | $1,525 萬 | 2.31% | −960−7.0% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 12,378 | $1,480 萬 | 1.38% | −379−3.0% | 減碼 |
| Alliancebernstein L.P. | 11,477 | $1,372 萬 | 0.01% | +605+5.6% | 加碼 |
| JRM Investment Counsel, LLC | 11,127 | $1,330 萬 | 4.86% | +540+5.1% | 加碼 |
| Citigroup Inc | 10,318 | $1,234 萬 | 0.02% | −859−7.7% | 減碼 |
| Lord, Abbett & Co. LLC | 9,756 | $1,166 萬 | 0.04% | −776−7.4% | 減碼 |
| Kestra Advisory Services, LLC | 8,744 | $1,045 萬 | 0.09% | +1,009+13.0% | 加碼 |
| Palisade Capital Management LLC | 8,275 | $987.2 萬 | 0.26% | −238−2.8% | 減碼 |
| RB Capital Management, LLC | 8,135 | $972.6 萬 | 2.82% | +21+0.3% | 加碼 |
| AEGON USA Investment Management, LLC | – | $965.8 萬 | 6.90% | – | – |
| Stratos Wealth Partners, LTD. | 7,205 | $861.5 萬 | 0.16% | +687+10.5% | 加碼 |
| Crawford Investment Counsel Inc | 6,341 | $757.9 萬 | 0.15% | +704+12.5% | 加碼 |
| UBS Group AG | 6,147 | $734.9 萬 | 0.00% | −30−0.5% | 減碼 |
| Conning Inc. | 6,065 | $725.1 萬 | 0.25% | −1,400−18.8% | 減碼 |
| Penn Mutual Asset Management, LLC | 6,000 | $717.4 萬 | 5.53% | 00.0% | 不變 |
| Raymond James & Associates | 5,944 | $710.7 萬 | 0.01% | −49−0.8% | 減碼 |
| Stifel Financial Corp | 5,771 | $690.0 萬 | 0.01% | +941+19.5% | 加碼 |
| Wellington Management Group LLP | 5,766 | $689.2 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 5,668 | $677.7 萬 | 0.00% | −367−6.1% | 減碼 |
| Norris Perne & French LLP | 5,622 | $672.2 萬 | 0.52% | +14+0.2% | 加碼 |
| Rational Advisors LLC | 5,100 | $609.8 萬 | 0.62% | +900+21.4% | 加碼 |
| Western Asset Management Company, LLC | 4,965 | $593.6 萬 | 3.90% | −900−15.3% | 減碼 |
| Commonwealth Equity Services, LLC | 4,906 | $586.6 萬 | 0.01% | +121+2.5% | 加碼 |
| LPL Financial LLC | 4,838 | $578.5 萬 | 0.00% | +890+22.5% | 加碼 |
| Phraction Management LLC | 4,784 | $572.2 萬 | 2.41% | −566−10.6% | 減碼 |
| Spectrum Asset Management, Inc. | 4,748 | $567.7 萬 | 8.40% | −37,544−88.8% | 減碼 |
| Amundi | 4,799 | $566.4 萬 | 0.00% | −655,427−99.3% | 減碼 |
| Jefferies Financial Group Inc. | 4,547 | $543.6 萬 | 0.09% | −234−4.9% | 減碼 |
| Neuberger Berman Group LLC | 4,130 | $493.8 萬 | 0.00% | −159−3.7% | 減碼 |
| Knightsbridge Asset Management, LLC | 3,848 | $460.1 萬 | 1.30% | +168+4.6% | 加碼 |
| Bessemer Group Inc | 3,787 | $452.8 萬 | 0.01% | 00.0% | 不變 |
| Verition Fund Management LLC | 3,599 | $431.6 萬 | 0.04% | +3,599 | 新進 |
| Edgemoor Investment Advisors, Inc. | 3,544 | $423.7 萬 | 0.44% | −40−1.1% | 減碼 |
| Cohen & Steers, Inc. | 3,467 | $414.5 萬 | 0.01% | +2,317+201.5% | 加碼 |
| Relative Value Partners Group, LLC | 3,445 | $411.9 萬 | 0.25% | +646+23.1% | 加碼 |
| Mariner, LLC | 3,416 | $408.4 萬 | 0.01% | −653−16.0% | 減碼 |
| Wells Fargo & Company | 3,349 | $400.4 萬 | 0.00% | −78−2.3% | 減碼 |
| Advisor Group Holdings, Inc. | 3,323 | $398.5 萬 | 0.01% | −1,157−25.8% | 減碼 |
| Laffer Tengler Investments | 3,310 | $394.9 萬 | 1.05% | −361−9.8% | 減碼 |
| Goldman Sachs Group Inc | 3,281 | $392.3 萬 | 0.00% | 00.0% | 不變 |
| Agf Management Ltd | 3,200 | $382.6 萬 | 0.02% | +700+28.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $370.9 萬 | 0.25% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 3,091 | $369.5 萬 | 0.01% | +175+6.0% | 加碼 |
| Macquarie Group Ltd | 3,022 | $361.3 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 3,000 | $358.7 萬 | 0.04% | 00.0% | 不變 |
| LM Advisors LLC | 2,973 | $356.3 萬 | 0.72% | +2,973 | 新進 |
| Hudson Capital Management LLC | 2,736 | $327.1 萬 | 1.19% | −1,284−31.9% | 減碼 |
| Whalerock Point Partners, LLC | 2,667 | $318.9 萬 | 0.99% | +2,667 | 新進 |
| Wittenberg Investment Management, Inc. | 2,629 | $314.3 萬 | 1.09% | 00.0% | 不變 |
| Keystone Financial Group | 2,593 | $310.1 萬 | 0.54% | +8+0.3% | 加碼 |
| Calamos Advisors LLC | 2,574 | $307.8 萬 | 0.02% | −5,588−68.5% | 減碼 |
| Summitry LLC | 2,353 | $281.3 萬 | 0.16% | −24−1.0% | 減碼 |
| CI Private Wealth, LLC | 2,034 | $243.2 萬 | 0.00% | −51−2.4% | 減碼 |
| First Foundation Advisors | 2,026 | $242.2 萬 | 0.11% | −500−19.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,990 | $237.9 萬 | 0.01% | +20+1.0% | 加碼 |
| Envestnet Asset Management Inc | 1,936 | $231.5 萬 | 0.00% | −404−17.3% | 減碼 |
| American Century Companies Inc | 1,779 | $213.3 萬 | 0.00% | +666+59.8% | 加碼 |
| CSM Advisors, LLC | 1,750 | $209.2 萬 | 0.15% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 1,712 | $204.7 萬 | 0.01% | +676+65.3% | 加碼 |
| Baird Financial Group, Inc. | 1,678 | $200.6 萬 | 0.00% | +148+9.7% | 加碼 |
| Seven Springs Wealth Group, LLC | 1,602 | $191.5 萬 | 0.86% | −365−18.6% | 減碼 |
| Bowie Capital Management, LLC | 1,600 | $191.3 萬 | 0.22% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 1,485 | $177.5 萬 | 0.39% | −130−8.0% | 減碼 |
| Everett Harris & Co | 1,441 | $172.3 萬 | 0.02% | −269−15.7% | 減碼 |
| Graypoint LLC | 1,422 | $170.0 萬 | 0.14% | −1,100−43.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,351 | $161.5 萬 | 0.00% | −24−1.7% | 減碼 |
| Magnus Financial Group LLC | 1,249 | $149.3 萬 | 0.20% | +1,249 | 新進 |
| Marathon Capital Management | 1,247 | $149.1 萬 | 0.37% | −227−15.4% | 減碼 |
| National Bank of Canada | 1,248 | $148.8 萬 | 0.00% | +20+1.6% | 加碼 |
| SEI Investments Co | 1,181 | $141.2 萬 | 0.00% | −247−17.3% | 減碼 |
| Cove Private Wealth, LLC | 1,169 | $139.8 萬 | 1.32% | +1,169 | 新進 |
| Founders Capital Management, LLC | 1,159 | $138.6 萬 | 0.28% | +26+2.3% | 加碼 |