Wells Fargo & Company
WFC- 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 2,883 家機構在 13F 申報持有，市值合計 $1,931 億；Oakmark（Harris Associates）、每日期刊等 5 位大師持有。
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
- 1,993
- 較 2022 年第 4 季 −32 家
- 持有股數
- 27.7 億
- 較 2022 年第 4 季 −4,407 萬 (−1.6%)
- 總市值
- $1,036 億
- 較 2022 年第 4 季 −$126.2 億 (−10.9%)
- 新進機構
- 146
- 另有 767 家加碼
- 清倉機構
- 178
- 另有 796 家減碼
另有 45 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 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $1,154 億 |
| 2023 年第 1 季 | 1,993 | $1,036 億 |
| 2022 年第 4 季 | 2,070 | $1,164 億 |
| 2022 年第 3 季 | 1,963 | $1,130 億 |
| 2022 年第 2 季 | 1,997 | $1,087 億 |
| 2022 年第 1 季 | 2,144 | $1,338 億 |
| 2021 年第 4 季 | 2,079 | $1,351 億 |
| 2021 年第 3 季 | 1,913 | $1,342 億 |
| 2021 年第 2 季 | 1,935 | $1,333 億 |
| 2021 年第 1 季 | 1,877 | $1,134 億 |
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 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 18,269 | $68.3 萬 | 0.08% | +18,269 | 新進 |
| Heartland Bank & Trust Co | 18,290 | $68.4 萬 | 0.52% | +1,853+11.3% | 加碼 |
| Delap Wealth Advisory, LLC | 18,350 | $68.6 萬 | 0.70% | +18,350 | 新進 |
| Principle Wealth Partners LLC | 18,355 | $68.6 萬 | 0.07% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 18,330 | $69.1 萬 | 0.00% | +18,330 | 新進 |
| Csenge Advisory Group | 18,522 | $69.2 萬 | 0.05% | −2,627−12.4% | 減碼 |
| Peoples Financial Services Corp. | 18,527 | $69.3 萬 | 0.32% | +175+1.0% | 加碼 |
| WP Advisors, LLC | 18,549 | $69.3 萬 | 0.29% | −3,125−14.4% | 減碼 |
| Accredited Investors Inc. | 18,594 | $69.5 萬 | 0.05% | −1,018−5.2% | 減碼 |
| LMCG Investments, LLC | 18,608 | $69.6 萬 | 0.05% | −1,114−5.6% | 減碼 |
| Boltwood Capital Management | 18,700 | $69.9 萬 | 0.26% | +1,100+6.3% | 加碼 |
| Massmutual Trust Co FSB | 18,726 | $70.0 萬 | 0.03% | −2,494−11.8% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,801 | $70.3 萬 | 0.44% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 18,816 | $70.3 萬 | 0.05% | −526−2.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 18,915 | $70.7 萬 | 0.09% | +837+4.6% | 加碼 |
| Wedmont Private Capital | 18,321 | $70.8 萬 | 0.09% | −3,592−16.4% | 減碼 |
| Loomis Sayles & Co L P | 18,971 | $70.9 萬 | 0.00% | +18,657+5,941.7% | 加碼 |
| Annandale Capital, LLC | 19,006 | $71.0 萬 | 0.22% | +80.0% | 加碼 |
| Greenup Street Wealth Management LLC | 19,034 | $71.1 萬 | 0.25% | +258+1.4% | 加碼 |
| Triad Investment Management | 19,036 | $71.2 萬 | 1.03% | 00.0% | 不變 |
| VELA Investment Management, LLC | 19,088 | $71.4 萬 | 0.32% | +4,467+30.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 19,102 | $71.4 萬 | 0.11% | +3,894+25.6% | 加碼 |
| 1st Source Bank | 19,162 | $71.6 萬 | 0.05% | −8,829−31.5% | 減碼 |
| Glynn Capital Management LLC | 19,165 | $71.6 萬 | 0.17% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 18,348 | $71.9 萬 | 0.04% | −1,002−5.2% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 19,249 | $72.0 萬 | 0.22% | −66−0.3% | 減碼 |
| IHT Wealth Management, LLC | 19,268 | $72.0 萬 | 0.04% | +3,005+18.5% | 加碼 |
| Main Street Research LLC | 19,389 | $72.5 萬 | 0.14% | −6,997−26.5% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 19,542 | $73.0 萬 | 1.02% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 19,581 | $73.2 萬 | 0.08% | −123−0.6% | 減碼 |
| Lake Street Advisors Group, LLC | 19,626 | $73.4 萬 | 0.05% | −1,480−7.0% | 減碼 |
| Lafayette Investments, Inc. | 19,645 | $73.4 萬 | 0.20% | −800−3.9% | 減碼 |
| ISAM Funds (UK) Ltd | 19,669 | $73.5 萬 | 0.94% | +19,669 | 新進 |
| Sentry LLC | 19,684 | $73.6 萬 | 0.17% | +19,684 | 新進 |
| Capital Investment Advisory Services, LLC | 19,766 | $73.9 萬 | 0.09% | −1,439−6.8% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,824 | $74.1 萬 | 0.02% | +19,824 | 新進 |
| DMG Group, LLC | 19,645 | $74.1 萬 | 0.75% | +4,056+26.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 19,834 | $74.1 萬 | 0.03% | +2,224+12.6% | 加碼 |
| Mutual Advisors, LLC | 19,864 | $74.2 萬 | 0.03% | −6,654−25.1% | 減碼 |
| American State Bank (Iowa) | 19,921 | $74.5 萬 | 0.54% | −1,090−5.2% | 減碼 |
| Harbor Advisors LLC | 20,000 | $74.8 萬 | 0.17% | 00.0% | 不變 |
| First National Trust Co | 20,011 | $74.8 萬 | 0.04% | −670−3.2% | 減碼 |
| Bristlecone Advisors, LLC | 20,033 | $74.9 萬 | 0.08% | −544−2.6% | 減碼 |
| GHP Investment Advisors, Inc. | 20,041 | $74.9 萬 | 0.05% | −224−1.1% | 減碼 |
| Stewart & Patten Co LLC | 20,046 | $74.9 萬 | 0.13% | −195−1.0% | 減碼 |
| Castle Rock Wealth Management, LLC | 19,526 | $75.0 萬 | 0.27% | +348+1.8% | 加碼 |
| Bremer Bank National Association | 20,106 | $75.2 萬 | 0.15% | 00.0% | 不變 |
| Private Wealth Group, LLC | 20,112 | $75.2 萬 | 1.03% | 00.0% | 不變 |
| Brookstone Capital Management | 18,287 | $75.5 萬 | 0.01% | +385+2.2% | 加碼 |
| Investors Research Corp | 20,211 | $75.5 萬 | 0.20% | −250−1.2% | 減碼 |
| LS Investment Advisors, LLC | 20,213 | $75.6 萬 | 0.14% | 00.0% | 不變 |
| Triumph Capital Management | 20,313 | $75.9 萬 | 0.39% | −1,462−6.7% | 減碼 |
| Caldwell Trust Co | 20,392 | $76.2 萬 | 0.11% | −4,364−17.6% | 減碼 |
| Legacy Private Trust Co. | 20,413 | $76.3 萬 | 0.07% | +2,398+13.3% | 加碼 |
| Comerica Securities,inc. | 20,435 | $76.4 萬 | 0.06% | +413+2.1% | 加碼 |
| Western Wealth Management, LLC | 20,600 | $77.0 萬 | 0.07% | +6,738+48.6% | 加碼 |
| RIA Advisory Group LLC | 20,616 | $77.1 萬 | 0.35% | +20,616 | 新進 |
| Aspire Private Capital, LLC | 20,639 | $77.2 萬 | 0.26% | +3,155+18.0% | 加碼 |
| Sciencast Management LP | 20,800 | $77.6 萬 | 1.03% | +20,800 | 新進 |
| Busey Wealth Management | 20,841 | $77.9 萬 | 0.03% | +129+0.6% | 加碼 |
| Harbour Investments, Inc. | 20,885 | $78.1 萬 | 0.04% | +537+2.6% | 加碼 |
| Laurel Wealth Advisors LLC | 20,946 | $78.3 萬 | 0.17% | −3,900−15.7% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 20,970 | $78.4 萬 | 0.06% | +20,970 | 新進 |
| Tobam | 21,057 | $78.7 萬 | 0.05% | 00.0% | 不變 |
| Old North State Trust, LLC | 21,041 | $78.7 萬 | 0.54% | +1,661+8.6% | 加碼 |
| BLB&B Advisors, LLC | 21,171 | $79.1 萬 | 0.06% | −446−2.1% | 減碼 |
| Kennedy Investment Group | 21,260 | $79.5 萬 | 0.49% | −885−4.0% | 減碼 |
| Seneca Financial Advisors LLC | 21,273 | $79.5 萬 | 0.51% | +21,273 | 新進 |
| Westwood Holdings Group Inc. | 21,310 | $79.7 萬 | 0.01% | −803−3.6% | 減碼 |
| Great Lakes Retirement, Inc. | 21,584 | $80.7 萬 | 0.15% | +21,584 | 新進 |
| First National Bank Sioux Falls | 21,668 | $81.0 萬 | 0.56% | −1,130−5.0% | 減碼 |
| GFS Advisors, LLC | 21,750 | $81.3 萬 | 0.19% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 21,800 | $81.5 萬 | 0.55% | −18,800−46.3% | 減碼 |
| Private Management Group Inc | 21,860 | $81.7 萬 | 0.04% | −23,092−51.4% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 21,868 | $81.7 萬 | 0.13% | +30.0% | 加碼 |
| Jones Financial Companies LLLP | 21,919 | $81.9 萬 | 0.00% | −112−0.5% | 減碼 |
| HF Advisory Group, LLC | 21,947 | $82.0 萬 | 0.73% | +5,025+29.7% | 加碼 |
| Ruffer LLP | 22,000 | $82.2 萬 | 0.03% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 21,980 | $82.2 萬 | 0.09% | +121+0.6% | 加碼 |
| Van Leeuwen & Company, LLC | 22,019 | $82.3 萬 | 0.55% | +22,019 | 新進 |
| Excalibur Management Corp | 22,048 | $82.4 萬 | 0.43% | −300−1.3% | 減碼 |
| Argus Investors' Counsel, Inc. | 22,065 | $82.5 萬 | 0.62% | +19+0.1% | 加碼 |
| Duality Advisers, LP | 22,068 | $82.5 萬 | 0.09% | −46,787−68.0% | 減碼 |
| Financial Counselors Inc | 22,063 | $82.5 萬 | 0.02% | −3,019−12.0% | 減碼 |
| Appleton Partners Inc | 22,154 | $82.8 萬 | 0.07% | −487−2.2% | 減碼 |
| Sage Rhino Capital LLC | 22,307 | $83.4 萬 | 0.24% | +1,634+7.9% | 加碼 |
| Pioneer Trust Bank N A | 22,400 | $83.7 萬 | 0.25% | −80,056−78.1% | 減碼 |
| Rossmore Private Capital | 22,474 | $84.0 萬 | 0.13% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,521 | $84.1 萬 | 0.09% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 22,518 | $84.2 萬 | 0.51% | −52−0.2% | 減碼 |
| Investors Asset Management of Georgia Inc | 22,555 | $84.3 萬 | 0.45% | −98−0.4% | 減碼 |
| Colony Group LLC | 22,602 | $84.5 萬 | 0.01% | −4,709−17.2% | 減碼 |
| Westmount Partners, LLC | 22,638 | $84.6 萬 | 0.39% | −2,064−8.4% | 減碼 |
| WealthPLAN Partners, LLC | 22,685 | $84.8 萬 | 0.10% | −13,082−36.6% | 減碼 |
| Sunbelt Securities, Inc. | 22,714 | $84.9 萬 | 0.14% | −850−3.6% | 減碼 |
| Source Financial Advisors LLC | 22,857 | $85.4 萬 | 0.29% | +920+4.2% | 加碼 |
| Miracle Mile Advisors, LLC | 22,941 | $85.8 萬 | 0.03% | +2,477+12.1% | 加碼 |
| Pflug Koory, LLC | 22,979 | $85.9 萬 | 0.47% | −250−1.1% | 減碼 |
| Salem Investment Counselors Inc | 23,088 | $86.3 萬 | 0.03% | +449+2.0% | 加碼 |
| Chiron Capital Management, LLC | 23,091 | $86.3 萬 | 0.60% | +7,413+47.3% | 加碼 |