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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 39,867 | $149.0 萬 | 0.26% | +3,300+9.0% | 加碼 |
| Cullinan Associates Inc | 40,015 | $149.6 萬 | 0.09% | +534+1.4% | 加碼 |
| Spears Abacus Advisors LLC | 40,047 | $149.7 萬 | 0.13% | −100−0.2% | 減碼 |
| Hedges Asset Management LLC | 40,100 | $149.9 萬 | 1.27% | +1,000+2.6% | 加碼 |
| Foundations Investment Advisors, LLC | 40,273 | $150.5 萬 | 0.05% | +4,311+12.0% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 40,321 | $150.7 萬 | 0.17% | −1,940−4.6% | 減碼 |
| Bridgefront Capital, LLC | 40,331 | $150.8 萬 | 0.92% | +40,331 | 新進 |
| Stonegate Investment Group, LLC | 40,882 | $152.8 萬 | 0.06% | −1,013−2.4% | 減碼 |
| Forum Financial Management, LP | 40,919 | $153.0 萬 | 0.04% | +284+0.7% | 加碼 |
| CAPROCK Group, Inc. | 40,953 | $153.1 萬 | 0.12% | +5,019+14.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 40,977 | $153.2 萬 | 0.02% | −254,641−86.1% | 減碼 |
| Garda Capital Partners LP | 41,029 | $153.4 萬 | 1.34% | −42,325−50.8% | 減碼 |
| Triangle Securities Wealth Management | 41,043 | $153.4 萬 | 0.55% | −600−1.4% | 減碼 |
| Quad-Cities Investment Group, LLC | 41,417 | $154.8 萬 | 1.07% | +8,629+26.3% | 加碼 |
| Meridian Wealth Partners, LLC | 41,430 | $154.9 萬 | 0.34% | −105−0.3% | 減碼 |
| Heartland Advisors Inc | 41,483 | $155.1 萬 | 0.10% | +12,577+43.5% | 加碼 |
| Rocky Mountain Advisers, LLC | 41,675 | $155.8 萬 | 0.83% | −900−2.1% | 減碼 |
| 3Chopt Investment Partners, LLC | 41,832 | $156.4 萬 | 0.83% | −2,360−5.3% | 減碼 |
| Park Avenue Securities LLC | 42,192 | $157.7 萬 | 0.03% | −1,921−4.4% | 減碼 |
| Franklin Street Advisors Inc | 42,383 | $158.4 萬 | 0.14% | −2,077−4.7% | 減碼 |
| Gs Investments, Inc. | 42,400 | $158.5 萬 | 0.92% | 00.0% | 不變 |
| Cohen Investment Advisors LLC | 42,444 | $158.7 萬 | 1.25% | −85−0.2% | 減碼 |
| CMT Capital Markets Trading GmbH | 42,500 | $158.9 萬 | 1.93% | +17,500+70.0% | 加碼 |
| DoubleLine ETF Adviser LP | 42,760 | $159.8 萬 | 0.68% | −10,979−20.4% | 減碼 |
| Alpha DNA Investment Management LLC | 42,967 | $160.6 萬 | 0.82% | +3,368+8.5% | 加碼 |
| Hyman Charles D | 43,140 | $161.3 萬 | 0.11% | −6,940−13.9% | 減碼 |
| RSM US Wealth Management LLC | 43,286 | $161.8 萬 | 0.06% | +26,208+153.5% | 加碼 |
| Capital Investment Counsel, Inc | 43,476 | $162.5 萬 | 0.37% | −7,369−14.5% | 減碼 |
| Advisors Asset Management, Inc. | 43,486 | $162.6 萬 | 0.03% | −2,052−4.5% | 減碼 |
| Engineers Gate Manager LP | 43,558 | $162.8 萬 | 0.07% | −156,378−78.2% | 減碼 |
| Centiva Capital, LP | 43,680 | $163.3 萬 | 0.09% | +38,938+821.1% | 加碼 |
| Azimuth Capital Investment Management LLC | 43,690 | $163.3 萬 | 0.08% | −1,300−2.9% | 減碼 |
| Lakeview Capital Partners, LLC | 42,761 | $163.9 萬 | 0.51% | −779−1.8% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 43,850 | $163.9 萬 | 0.55% | −4,626−9.5% | 減碼 |
| Round Hill Asset Management | 44,157 | $165.1 萬 | 1.03% | +44,157 | 新進 |
| Central Trust Co | 44,205 | $165.2 萬 | 0.05% | +6,370+16.8% | 加碼 |
| Equitable Holdings, Inc. | 44,892 | $167.8 萬 | 0.03% | +803+1.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 45,261 | $169.2 萬 | 0.03% | −5,344−10.6% | 減碼 |
| Graham Capital Management, L.P. | 45,395 | $169.7 萬 | 0.06% | −24,396−35.0% | 減碼 |
| Global Retirement Partners, LLC | 44,139 | $170.6 萬 | 0.09% | +2,634+6.3% | 加碼 |
| Paradigm Asset Management Co LLC | 45,802 | $171.2 萬 | 0.47% | −250−0.5% | 減碼 |
| Apollon Wealth Management, LLC | 45,805 | $171.2 萬 | 0.11% | +4,024+9.6% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $171.8 萬 | 1.04% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 46,012 | $172.0 萬 | 0.56% | +25,030+119.3% | 加碼 |
| Bank of Stockton | 46,180 | $172.6 萬 | 0.60% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 46,221 | $172.8 萬 | 0.35% | +4,275+10.2% | 加碼 |
| Mark Stevens | 46,487 | $173.8 萬 | 0.22% | +705+1.5% | 加碼 |
| Crestwood Advisors Group LLC | 46,568 | $174.1 萬 | 0.06% | +131+0.3% | 加碼 |
| Cigna Investments Inc | 46,561 | $174.1 萬 | 0.35% | −529−1.1% | 減碼 |
| Pavion Blue Capital, LLC | 46,772 | $174.8 萬 | 1.08% | +1,767+3.9% | 加碼 |
| Fosun International Ltd | 46,782 | $174.9 萬 | 0.16% | +11,647+33.1% | 加碼 |
| Xcel Wealth Management, LLC | 46,903 | $175.3 萬 | 0.62% | +1,230+2.7% | 加碼 |
| Foster Group, Inc. | 47,013 | $175.7 萬 | 0.11% | −917−1.9% | 減碼 |
| Qtron Investments LLC | 47,094 | $176.0 萬 | 0.36% | −2,421−4.9% | 減碼 |
| Trust Asset Management LLC | 47,346 | $177.0 萬 | 0.20% | +1,717+3.8% | 加碼 |
| Pitcairn Co | 47,441 | $177.3 萬 | 0.16% | +9,498+25.0% | 加碼 |
| United Asset Strategies, Inc. | 47,543 | $177.7 萬 | 0.23% | +5,015+11.8% | 加碼 |
| Somerset Group LLC | 47,629 | $178.0 萬 | 1.55% | 00.0% | 不變 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 47,872 | $178.9 萬 | 0.65% | +617+1.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 47,917 | $179.1 萬 | 0.09% | −20.0% | 減碼 |
| Buckingham Strategic Wealth, LLC | 43,566 | $179.9 萬 | 0.03% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 48,295 | $180.5 萬 | 0.21% | +428+0.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48,336 | $180.7 萬 | 0.12% | −740−1.5% | 減碼 |
| PFS Investments Inc. | 47,687 | $180.7 萬 | 0.03% | +2,658+5.9% | 加碼 |
| Global Frontier Investments LLC | 48,661 | $181.9 萬 | 0.82% | 00.0% | 不變 |
| Wesbanco Bank Inc | 48,768 | $182.3 萬 | 0.08% | −168−0.3% | 減碼 |
| Pring Turner Capital Group Inc | 48,847 | $182.6 萬 | 1.81% | +796+1.7% | 加碼 |
| Oppenheimer & Co Inc | 49,222 | $184.0 萬 | 0.04% | −18,041−26.8% | 減碼 |
| Shayne & Co., LLC | 49,239 | $184.1 萬 | 1.00% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 49,251 | $184.1 萬 | 0.15% | +4,559+10.2% | 加碼 |
| Centaurus Financial, Inc. | 49,407 | $184.7 萬 | 0.15% | +8,954+22.1% | 加碼 |
| Checchi Capital Advisers, LLC | 49,480 | $185.0 萬 | 0.18% | −22,734−31.5% | 減碼 |
| Silvant Capital Management LLC | 49,513 | $185.1 萬 | 0.12% | −1,015−2.0% | 減碼 |
| HM Payson & Co | 49,724 | $185.9 萬 | 0.04% | −480−1.0% | 減碼 |
| White Pine Capital LLC | 49,920 | $186.6 萬 | 0.72% | −350−0.7% | 減碼 |
| Aft, Forsyth & Sober, LLC | 50,000 | $186.9 萬 | 0.95% | −1,500−2.9% | 減碼 |
| Iat Reinsurance Co Ltd. | 50,000 | $186.9 萬 | 0.38% | 00.0% | 不變 |
| Anson Funds Management LP | 50,000 | $186.9 萬 | 0.59% | +10,000+25.0% | 加碼 |
| Haverford Trust Co | 50,031 | $187.0 萬 | 0.02% | +4,577+10.1% | 加碼 |
| Bullseye Investment Management, LLC | 50,163 | $187.5 萬 | 1.37% | +50,163 | 新進 |
| Profund Advisors LLC | 50,185 | $187.6 萬 | 0.12% | −22,676−31.1% | 減碼 |
| Associated Banc-Corp | 50,279 | $187.9 萬 | 0.08% | −870−1.7% | 減碼 |
| Private Asset Management Inc | 50,296 | $188.0 萬 | 0.31% | −2,636−5.0% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 50,300 | $188.0 萬 | 0.42% | +50,300 | 新進 |
| Avidian Wealth Solutions, LLC | 50,437 | $188.5 萬 | 0.10% | +7,978+18.8% | 加碼 |
| Meitav Dash Investments Ltd | 49,512 | $189.2 萬 | 0.03% | −7,342−12.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 50,732 | $189.6 萬 | 0.22% | +50,732 | 新進 |
| AlphaStar Capital Management, LLC | 48,371 | $191.5 萬 | 0.16% | +20,977+76.6% | 加碼 |
| Blackhawk Capital Partners LLC. | 51,264 | $191.6 萬 | 1.40% | +1,872+3.8% | 加碼 |
| Brookfield Asset Management Inc. | 51,336 | $191.9 萬 | 0.01% | −13,075−20.3% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 51,399 | $192.1 萬 | 0.49% | +273+0.5% | 加碼 |
| Clearstead Advisors, LLC | 51,879 | $193.9 萬 | 0.14% | −3,137−5.7% | 減碼 |
| KG&L Capital Management,LLC | 52,025 | $194.5 萬 | 1.02% | +4,890+10.4% | 加碼 |
| Marks Group Wealth Management, Inc | 52,145 | $194.9 萬 | 0.25% | +5,669+12.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 52,330 | $195.6 萬 | 0.03% | 00.0% | 不變 |
| LGT Group Foundation | 52,689 | $197.0 萬 | 0.06% | +3,600+7.3% | 加碼 |
| Resources Investment Advisors, LLC. | 52,923 | $197.8 萬 | 0.05% | +4,652+9.6% | 加碼 |
| Winning Points Advisors, LLC | 53,006 | $198.4 萬 | 2.39% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 53,341 | $199.4 萬 | 0.76% | −766−1.4% | 減碼 |
| WCG Wealth Advisors LLC | 53,587 | $200.3 萬 | 0.26% | +2,087+4.1% | 加碼 |