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 |
|---|---|---|---|---|---|
| Pinnacle Holdings, LLC | 2,227 | $8.32 萬 | 0.04% | +495+28.6% | 加碼 |
| Clean Yield Group | 2,243 | $8.38 萬 | 0.04% | −848−27.4% | 減碼 |
| KB Financial Partners, LLC | 2,283 | $8.50 萬 | 0.02% | +89+4.1% | 加碼 |
| Ameliora Wealth Management Ltd. | 2,300 | $8.60 萬 | 0.05% | +300+15.0% | 加碼 |
| Capital Analysts, LLC | 2,388 | $8.90 萬 | 0.01% | +15+0.6% | 加碼 |
| West Paces Advisors Inc. | 2,385 | $8.92 萬 | 0.03% | 00.0% | 不變 |
| Studio Investment Management LLC | 2,392 | $8.94 萬 | 0.03% | +1,709+250.2% | 加碼 |
| Oakworth Capital, Inc. | 2,396 | $8.96 萬 | 0.01% | 00.0% | 不變 |
| DB Wealth Management Group, LLC | 2,410 | $9.01 萬 | 0.06% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 2,435 | $9.10 萬 | 0.01% | +68+2.9% | 加碼 |
| First Personal Financial Services | 2,489 | $9.30 萬 | 0.02% | 00.0% | 不變 |
| Islay Capital Management, LLC | 2,500 | $9.35 萬 | 0.09% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 2,505 | $9.36 萬 | 0.02% | +2,505 | 新進 |
| Prestige Wealth Management Group LLC | 2,525 | $9.44 萬 | 0.02% | −130−4.9% | 減碼 |
| CNB Bank | 2,541 | $9.50 萬 | 0.06% | +125+5.2% | 加碼 |
| Acima Private Wealth, LLC | 2,572 | $9.61 萬 | 0.05% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 2,586 | $9.70 萬 | 0.02% | +256+11.0% | 加碼 |
| Missouri Trust & Investment Co | 2,605 | $9.74 萬 | 0.06% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 2,633 | $9.84 萬 | 0.04% | +4+0.2% | 加碼 |
| Clearview Wealth Advisors LLC | 2,696 | $10.1 萬 | 0.10% | +3+0.1% | 加碼 |
| Glen Eagle Advisors, LLC | 2,710 | $10.1 萬 | 0.03% | −48−1.7% | 減碼 |
| Clear Investment Research, LLC | 2,734 | $10.2 萬 | 0.18% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 2,806 | $10.5 萬 | 0.04% | +2,806 | 新進 |
| Caldwell Sutter Capital, Inc. | 2,811 | $10.5 萬 | 0.08% | +2,811 | 新進 |
| Larson Financial Group LLC | 2,953 | $11.0 萬 | 0.01% | +438+17.4% | 加碼 |
| Acropolis Investment Management, LLC | 2,962 | $11.1 萬 | 0.01% | −109−3.5% | 減碼 |
| Hoese & Co LLP | 2,374 | $11.1 萬 | 0.13% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 2,990 | $11.2 萬 | 0.04% | −12,240−80.4% | 減碼 |
| SRS Capital Advisors, Inc. | 3,053 | $11.4 萬 | 0.02% | +7+0.2% | 加碼 |
| Standard Family Office LLC | 3,140 | $11.7 萬 | 0.21% | 00.0% | 不變 |
| American National Bank | 3,163 | $11.8 萬 | 0.02% | +248+8.5% | 加碼 |
| Powell Investment Advisors, LLC | 3,169 | $11.8 萬 | 0.07% | 00.0% | 不變 |
| Grove Bank & Trust | 3,313 | $12.4 萬 | 0.03% | −3,157−48.8% | 減碼 |
| Creative Financial Designs Inc | 3,357 | $12.5 萬 | 0.02% | −166−4.7% | 減碼 |
| Silicon Valley Capital Partners | 3,373 | $12.6 萬 | 0.03% | +2,734+427.9% | 加碼 |
| Mach-1 Financial Group, Inc. | 3,383 | $12.6 萬 | 0.80% | −38,168−91.9% | 減碼 |
| Rosenberg Matthew Hamilton | 3,465 | $13.0 萬 | 0.04% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 3,482 | $13.0 萬 | 0.05% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 3,521 | $13.2 萬 | 0.03% | +4+0.1% | 加碼 |
| Spartan Fund Management Inc. | 3,547 | $13.3 萬 | 0.06% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 3,622 | $13.5 萬 | 0.04% | +1,014+38.9% | 加碼 |
| Eagle Bay Advisors LLC | 3,628 | $13.6 萬 | 0.07% | −328−8.3% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 3,634 | $13.6 萬 | 0.07% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 3,729 | $13.9 萬 | 0.02% | −10.0% | 減碼 |
| Exchange Traded Concepts, LLC | 3,780 | $14.1 萬 | 0.00% | +3,558+1,602.7% | 加碼 |
| Tompkins Financial Corp | 3,820 | $14.3 萬 | 0.02% | 00.0% | 不變 |
| Rock Creek Group, LP | 3,840 | $14.4 萬 | 0.02% | −1,121−22.6% | 減碼 |
| Bangor Savings Bank | 3,923 | $14.7 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 3,935 | $14.7 萬 | 0.04% | 00.0% | 不變 |
| Trust Co | 3,944 | $14.7 萬 | 0.02% | −669−14.5% | 減碼 |
| Providence Capital Advisors, LLC | 3,991 | $14.9 萬 | 0.04% | −6,528−62.1% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,074 | $15.2 萬 | 0.02% | −1,654−28.9% | 減碼 |
| AM Squared Ltd | 4,100 | $15.3 萬 | 0.12% | −6,100−59.8% | 減碼 |
| Community Bank, N.A. | 4,125 | $15.4 萬 | 0.02% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 4,165 | $15.6 萬 | 0.00% | −633−13.2% | 減碼 |
| Wunderlich Capital Managemnt | 4,203 | $15.7 萬 | 0.08% | +4,203 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 4,205 | $15.7 萬 | 0.00% | −27−0.6% | 減碼 |
| Heritage Wealth Advisors | 4,208 | $15.7 萬 | 0.01% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 4,210 | $15.7 萬 | 0.01% | −148,306−97.2% | 減碼 |
| Hall Laurie J Trustee | 4,242 | $15.9 萬 | 0.07% | 00.0% | 不變 |
| Register Financial Advisors LLC | 4,281 | $16.0 萬 | 0.13% | +1,402+48.7% | 加碼 |
| JJJ Advisors Inc. | 4,041 | $16.0 萬 | 0.05% | −12−0.3% | 減碼 |
| Parkside Financial Bank & Trust | 4,289 | $16.0 萬 | 0.04% | −980−18.6% | 減碼 |
| Riverview Trust Co | 4,302 | $16.1 萬 | 0.15% | +328+8.3% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 4,412 | $16.5 萬 | 0.13% | +100+2.3% | 加碼 |
| Covestor Ltd | 4,475 | $16.7 萬 | 0.15% | +742+19.9% | 加碼 |
| Ossiam | 4,500 | $16.8 萬 | 0.00% | +4,500 | 新進 |
| Hills Bank & Trust Co | 4,548 | $17.0 萬 | 0.02% | −648−12.5% | 減碼 |
| Carolinas Wealth Consulting LLC | 4,574 | $17.1 萬 | 0.04% | +278+6.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 4,660 | $17.4 萬 | 0.00% | +377+8.8% | 加碼 |
| Penserra Capital Management LLC | 4,718 | $17.5 萬 | 0.00% | −115−2.4% | 減碼 |
| Newbridge Financial Services Group, Inc. | 4,706 | $17.6 萬 | 0.09% | −118−2.4% | 減碼 |
| PSI Advisors, LLC | 4,847 | $18.1 萬 | 0.09% | 00.0% | 不變 |
| First Command Bank | 4,912 | $18.4 萬 | 0.02% | 00.0% | 不變 |
| First Command Financial Services, Inc. | 4,912 | $18.4 萬 | 0.02% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 5,017 | $18.8 萬 | 0.09% | +488+10.8% | 加碼 |
| Crewe Advisors LLC | 5,027 | $18.8 萬 | 0.03% | +53+1.1% | 加碼 |
| Park Place Capital Corp | 5,146 | $19.2 萬 | 0.05% | +512+11.0% | 加碼 |
| Venturi Wealth Management, LLC | 5,172 | $19.3 萬 | 0.02% | +48+0.9% | 加碼 |
| Washington Trust Advisors, Inc. | 5,273 | $19.7 萬 | 0.02% | −383−6.8% | 減碼 |
| Weaver Consulting Group | 5,364 | $20.1 萬 | 0.09% | 00.0% | 不變 |
| Solidarilty Wealth, LLC | 5,368 | $20.1 萬 | 0.09% | +5,368 | 新進 |
| Curated Wealth Partners LLC | 5,378 | $20.1 萬 | 0.05% | +312+6.2% | 加碼 |
| Golden Green, Inc. | 5,385 | $20.1 萬 | 0.24% | −17,717−76.7% | 減碼 |
| IFG Advisory, LLC | 5,387 | $20.1 萬 | 0.02% | +246+4.8% | 加碼 |
| Denver Wealth Management, Inc. | 5,392 | $20.2 萬 | 0.14% | +29+0.5% | 加碼 |
| Ipswich Investment Management Co., Inc. | 5,401 | $20.2 萬 | 0.06% | −30−0.6% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $20.2 萬 | 0.11% | 00.0% | 不變 |
| Summit Global Investments | 5,410 | $20.2 萬 | 0.02% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 5,412 | $20.2 萬 | 0.12% | +5,412 | 新進 |
| PrairieView Partners, LLC | 5,453 | $20.3 萬 | 0.03% | −2,393−30.5% | 減碼 |
| Acorn Wealth Advisors, LLC | 5,436 | $20.3 萬 | 0.15% | −418−7.1% | 減碼 |
| Howard Capital Management Group, LLC | 5,450 | $20.4 萬 | 0.02% | +5,450 | 新進 |
| Court Place Advisors, LLC | 5,470 | $20.4 萬 | 0.07% | −150−2.7% | 減碼 |
| MSH Capital Advisors LLC | 5,494 | $20.5 萬 | 0.09% | +12+0.2% | 加碼 |
| Exos TFP Holdings LLC | 5,496 | $20.5 萬 | 0.05% | +3,249+144.6% | 加碼 |
| Heritage Trust Co | 5,498 | $20.6 萬 | 0.03% | +5,498 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,500 | $20.6 萬 | 0.21% | +5,500 | 新進 |
| Finer Wealth Management, Inc. | 5,530 | $20.7 萬 | 0.17% | +5,530 | 新進 |
| SPC Financial, Inc. | 5,545 | $20.7 萬 | 0.02% | +395+7.7% | 加碼 |