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。
2026 年第 1 季 13F 持有人
Wells Fargo & Company 在 2026/3/31 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
- 266
- 較 2025 年第 4 季 +2 家
- 持有股數
- 711.9 萬
- 較 2025 年第 4 季 +99.4 萬 (+16.2%)
- 總市值
- $24.8 億
- 較 2025 年第 4 季 −$3.68 億 (−12.9%)
- 新進機構
- 20
- 另有 69 家加碼
- 清倉機構
- 18
- 另有 75 家減碼
另有 4 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AEGON USA Investment Management, LLC | – | $331.3 萬 | 2.59% | – | – |
| Deroy & Devereaux Private Investment Counsel Inc | 2,908 | $335.9 萬 | 0.16% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 2,937 | $339.2 萬 | 0.27% | −80−2.7% | 減碼 |
| Envestnet Asset Management Inc | 3,013 | $348.0 萬 | 0.00% | +102+3.5% | 加碼 |
| Seven Springs Wealth Group, LLC | 3,349 | $386.8 萬 | 0.89% | +193+6.1% | 加碼 |
| Farther Finance Advisors, LLC | 3,385 | $392.0 萬 | 0.04% | +477+16.4% | 加碼 |
| Jane Street Group, LLC | 3,406 | $393.4 萬 | 0.00% | +3,406 | 新進 |
| Spectrum Asset Management, Inc. | 3,437 | $397.0 萬 | 7.93% | −50−1.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,508 | $405.2 萬 | 0.01% | +50+1.4% | 加碼 |
| Norris Perne & French LLP | 3,520 | $406.6 萬 | 0.20% | −257−6.8% | 減碼 |
| Goldman Sachs Group Inc | 3,554 | $410.5 萬 | 0.00% | +274+8.4% | 加碼 |
| Commonwealth Equity Services, LLC | 3,603 | $416.1 萬 | 0.01% | −83−2.3% | 減碼 |
| Ameritas Advisory Services, LLC | 3,800 | $438.9 萬 | 0.17% | −27−0.7% | 減碼 |
| Mariner, LLC | 3,829 | $442.3 萬 | 0.01% | −26−0.7% | 減碼 |
| Knightsbridge Asset Management, LLC | 4,157 | $480.2 萬 | 0.65% | +146+3.6% | 加碼 |
| Laffer Tengler Investments | 4,429 | $507.7 萬 | 0.75% | +1,129+34.2% | 加碼 |
| Wells Fargo & Company | 4,617 | $533.2 萬 | 0.00% | +98+2.2% | 加碼 |
| Russell Investments Group, Ltd. | 4,904,000 | $566.4 萬 | 0.01% | +1,265,000+34.8% | 加碼 |
| Hudson Capital Management LLC | 4,978 | $575.0 萬 | 1.49% | +166+3.4% | 加碼 |
| Franklin Resources Inc | 5,013 | $579.0 萬 | 0.00% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 5,135 | $593.1 萬 | 1.14% | +900+21.3% | 加碼 |
| Baird Financial Group, Inc. | 5,845 | $675.1 萬 | 0.01% | +117+2.0% | 加碼 |
| Penn Mutual Asset Management, LLC | 6,000 | $693.0 萬 | 35.50% | 00.0% | 不變 |
| Verition Fund Management LLC | – | $742.4 萬 | 0.07% | – | 新進 |
| Phraction Management LLC | 6,437 | $743.5 萬 | 1.93% | +1,336+26.2% | 加碼 |
| Kestra Advisory Services, LLC | 6,690 | $772.7 萬 | 0.03% | +19+0.3% | 加碼 |
| Lord, Abbett & Co. LLC | – | $817.9 萬 | 0.03% | – | – |
| First Manhattan Co | 7,398 | $854.5 萬 | 0.02% | +33+0.4% | 加碼 |
| Conning Inc. | 7,490 | $866.7 萬 | 0.29% | +1,425+23.5% | 加碼 |
| Palisade Capital Management LLC | 7,598 | $877.6 萬 | 0.29% | −739−8.9% | 減碼 |
| LPL Financial LLC | 8,105 | $936.2 萬 | 0.00% | +444+5.8% | 加碼 |
| Alliancebernstein L.P. | 7,781 | $943.1 萬 | 0.00% | −105−1.3% | 減碼 |
| Raymond James Financial Inc | 8,219 | $949.3 萬 | 0.00% | −141−1.7% | 減碼 |
| RB Capital Management, LLC | 8,246 | $952.5 萬 | 2.03% | +108+1.3% | 加碼 |
| Crawford Investment Counsel Inc | 8,496 | $981.3 萬 | 0.17% | +65+0.8% | 加碼 |
| UBS Group AG | 8,941 | $1,033 萬 | 0.00% | +1,487+19.9% | 加碼 |
| Stifel Financial Corp | 9,272 | $1,071 萬 | 0.01% | +299+3.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 9,355 | $1,081 萬 | 0.12% | +344+3.8% | 加碼 |
| Cohen & Steers, Inc. | 9,386 | $1,084 萬 | 0.02% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 11,116 | $1,284 萬 | 0.43% | −460−4.0% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 12,990 | $1,500 萬 | 1.20% | −804−5.8% | 減碼 |
| New England Asset Management Inc | 13,275 | $1,533 萬 | 1.95% | 00.0% | 不變 |
| Pier 88 Investment Partners LLC | 13,580 | $1,568 萬 | 4.02% | −402−2.9% | 減碼 |
| Mackay Shields LLC | 14,760 | $1,713 萬 | 0.63% | −10−0.1% | 減碼 |
| Advent Capital Management | 148,222 | $1,721 萬 | 0.51% | −9,378−6.0% | 減碼 |
| Rational Advisors LLC | 16,400 | $1,941 萬 | 1.98% | +8,200+100.0% | 加碼 |
| Ssi Investment Management LLC | 18,432 | $2,133 萬 | 1.47% | +60+0.3% | 加碼 |
| Royal Bank of Canada | – | $2,190 萬 | 0.00% | – | – |
| Colony Group, LLC | 25,030 | $2,895 萬 | 0.03% | +4,984+24.9% | 加碼 |
| First Eagle Investment Management, LLC | 25,741 | $2,973 萬 | 0.05% | 00.0% | 不變 |
| Bank of America Corp | 28,854 | $3,333 萬 | 0.00% | −185−0.6% | 減碼 |
| Thrivent Financial for Lutherans | – | $3,456 萬 | 0.07% | – | – |
| Wellington Management Group LLP | 35,933 | $4,117 萬 | 0.01% | −835−2.3% | 減碼 |
| FMR LLC | 42,842 | $4,957 萬 | 0.00% | 00.0% | 不變 |
| Invesco Ltd. | 45,925 | $5,304 萬 | 0.01% | +70+0.2% | 加碼 |
| Nuveen, LLC | 46,320 | $5,350 萬 | 0.01% | −42−0.1% | 減碼 |
| Morgan Stanley | 46,474 | $5,368 萬 | 0.00% | −427−0.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 46,927 | $5,420 萬 | 0.07% | −175−0.4% | 減碼 |
| State Street Corp | 50,258 | $5,759 萬 | 0.00% | −3,800−7.0% | 減碼 |
| Allianz Asset Management GmbH | 53,940 | $6,230 萬 | 0.07% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 57,540 | $6,681 萬 | 0.06% | +94+0.2% | 加碼 |
| Stonebridge Advisors LLC | 61,657 | $7,123 萬 | 84.25% | −188,762−75.4% | 減碼 |
| Victory Capital Management Inc | 68,502 | $7,912 萬 | 0.05% | +515+0.8% | 加碼 |
| First Trust Advisors LP | 158,555 | $1.83 億 | 0.13% | −200−0.1% | 減碼 |
| BlackRock, Inc. | 293,173 | $3.39 億 | 0.01% | −430.0% | 減碼 |
| Voya Investment Management LLC | 568,491 | $6.57 億 | 0.68% | −42,957−7.0% | 減碼 |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −6,320−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,682−100.0% | 清倉 |
| Icon Advisers Inc | 0 | $0 | 0.00% | −1,907−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −951−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −393−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −235−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −218−100.0% | 清倉 |
| Sjbenen Advisory, LLC | 0 | $0 | 0.00% | −468−100.0% | 清倉 |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −174−100.0% | 清倉 |
| Riverview Trust Co | 0 | $0 | 0.00% | −167−100.0% | 清倉 |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| NBT Bank N A | 0 | $0 | 0.00% | −93−100.0% | 清倉 |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Financial Freedom, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Bowman & Co S.C. | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |