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 |
|---|---|---|---|---|---|
| Van Cleef Asset Management,Inc | 6,579 | $24.6 萬 | 0.04% | −19−0.3% | 減碼 |
| X-Square Capital, LLC | 6,575 | $24.6 萬 | 0.15% | −2,381−26.6% | 減碼 |
| Smithfield Trust Co | 6,601 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 7,157 | $24.6 萬 | 0.00% | −253,298−97.3% | 減碼 |
| Oliver Luxxe Assets LLC | 6,592 | $24.6 萬 | 0.06% | −91,588−93.3% | 減碼 |
| Security Asset Management | 6,600 | $24.7 萬 | 0.14% | 00.0% | 不變 |
| KLR Investment Advisors, LLC | 6,634 | $24.8 萬 | 0.22% | +6,634 | 新進 |
| EP Wealth Advisors, LLC | 3,467 | $24.9 萬 | 0.00% | −106,817−96.9% | 減碼 |
| Auxano Advisors, LLC | 6,654 | $24.9 萬 | 0.10% | +4+0.1% | 加碼 |
| David R. Rahn & Associates Inc. | 6,660 | $24.9 萬 | 0.13% | 00.0% | 不變 |
| Bouchey Financial Group Ltd | 6,687 | $24.9 萬 | 0.03% | 00.0% | 不變 |
| Heritage Investment Group, Inc. | 6,701 | $25.0 萬 | 0.08% | +369+5.8% | 加碼 |
| Intelligence Driven Advisers, LLC | 6,796 | $25.1 萬 | 0.05% | +591+9.5% | 加碼 |
| Papp L Roy & Associates | 6,712 | $25.1 萬 | 0.03% | +12+0.2% | 加碼 |
| Sand Hill Global Advisors, LLC | 6,718 | $25.1 萬 | 0.01% | 00.0% | 不變 |
| Meeder Asset Management Inc | 6,725 | $25.1 萬 | 0.02% | −565−7.8% | 減碼 |
| Main Street Financial Solutions, LLC | 6,727 | $25.1 萬 | 0.04% | +412+6.5% | 加碼 |
| Credential Qtrade Securities Inc. | 6,730 | $25.2 萬 | 0.02% | +146+2.2% | 加碼 |
| Successful Portfolios LLC | 6,739 | $25.2 萬 | 0.16% | −134−1.9% | 減碼 |
| BlackDiamond Wealth Management Inc. | 6,225 | $25.2 萬 | 0.26% | +815+15.1% | 加碼 |
| Flputnam Investment Management Co | 6,765 | $25.3 萬 | 0.01% | +6,765 | 新進 |
| Keel Point, LLC | 6,790 | $25.4 萬 | 0.04% | +428+6.7% | 加碼 |
| Beta Wealth Group, Inc. | 6,800 | $25.4 萬 | 0.15% | +900+15.3% | 加碼 |
| Sunflower Bank, N.A. | 6,808 | $25.4 萬 | 0.06% | −3,917−36.5% | 減碼 |
| Angeles Investment Advisors, LLC | 6,810 | $25.5 萬 | 0.02% | +6,810 | 新進 |
| Colonial Trust Advisors | 6,812 | $25.5 萬 | 0.03% | −2,230−24.7% | 減碼 |
| Founders Capital Management | 6,813 | $25.5 萬 | 0.19% | 00.0% | 不變 |
| Monument Capital Management | 6,825 | $25.5 萬 | 0.09% | −3,150−31.6% | 減碼 |
| Integrated Investment Consultants, LLC | 6,894 | $25.8 萬 | 0.08% | −1,778−20.5% | 減碼 |
| Legacy Bridge, LLC | 6,904 | $25.8 萬 | 0.18% | 00.0% | 不變 |
| SNS Financial Group, LLC | 6,921 | $25.9 萬 | 0.03% | −66−0.9% | 減碼 |
| Park National Corp | 6,928 | $25.9 萬 | 0.01% | +926+15.4% | 加碼 |
| Green Harvest Asset Management LLC | 6,945 | $26.0 萬 | 0.01% | +76+1.1% | 加碼 |
| Evolution Advisers, Inc. | 6,972 | $26.0 萬 | 0.19% | 00.0% | 不變 |
| Well Done, LLC | 6,960 | $26.0 萬 | 0.06% | −77−1.1% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 6,963 | $26.0 萬 | 0.08% | −800−10.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 6,968 | $26.0 萬 | 0.04% | −163−2.3% | 減碼 |
| Woodstock Corp | 6,984 | $26.1 萬 | 0.03% | 00.0% | 不變 |
| BNC Wealth Management, LLC | 6,988 | $26.1 萬 | 0.15% | +10.0% | 加碼 |
| Westhampton Capital, LLC | 6,990 | $26.1 萬 | 0.17% | +400+6.1% | 加碼 |
| Kearns & Associates LLC | 7,000 | $26.2 萬 | 0.26% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 7,015 | $26.2 萬 | 0.13% | +916+15.0% | 加碼 |
| Adviser Investments LLC | 7,039 | $26.3 萬 | 0.01% | +1,001+16.6% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,050 | $26.4 萬 | 0.01% | +1,710+32.0% | 加碼 |
| Lyell Wealth Management, LP | 7,053 | $26.4 萬 | 0.04% | −1,732−19.7% | 減碼 |
| OneAscent Financial Services LLC | 7,066 | $26.4 萬 | 0.11% | −492−6.5% | 減碼 |
| Wealth Architects, LLC | 7,065 | $26.4 萬 | 0.05% | −200−2.8% | 減碼 |
| Planning Center, Inc. | 6,681 | $26.5 萬 | 0.07% | −1,300−16.3% | 減碼 |
| E Fund Management Co., Ltd. | 7,098 | $26.5 萬 | 0.02% | −279−3.8% | 減碼 |
| Financial Insights, Inc. | 7,090 | $26.5 萬 | 0.11% | −11,378−61.6% | 減碼 |
| Wealth Effects LLC | 7,098 | $26.5 萬 | 0.14% | −75−1.0% | 減碼 |
| Lynch & Associates | 7,125 | $26.6 萬 | 0.07% | −39−0.5% | 減碼 |
| Concord Wealth Partners | 7,133 | $26.7 萬 | 0.08% | +781+12.3% | 加碼 |
| Wedge Capital Management L L P | 7,155 | $26.7 萬 | 0.00% | +552+8.4% | 加碼 |
| Plante Moran Financial Advisors, LLC | 7,168 | $26.8 萬 | 0.04% | −1,236−14.7% | 減碼 |
| Zullo Investment Group, Inc. | 7,194 | $26.9 萬 | 0.17% | −93−1.3% | 減碼 |
| Silvia McColl Wealth Management, LLC | 7,210 | $27.0 萬 | 0.27% | +322+4.7% | 加碼 |
| Blue Barn Wealth, LLC | 7,216 | $27.0 萬 | 0.17% | +7,216 | 新進 |
| E&G Advisors, LP | 7,228 | $27.0 萬 | 0.10% | −220−3.0% | 減碼 |
| PFG Investments, LLC | 7,234 | $27.0 萬 | 0.06% | +7,234 | 新進 |
| Arete Wealth Advisors, LLC | 7,260 | $27.1 萬 | 0.02% | −1,403−16.2% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,252 | $27.1 萬 | 0.23% | −7−0.1% | 減碼 |
| Greenspring Advisors, LLC | 7,270 | $27.2 萬 | 0.06% | −439−5.7% | 減碼 |
| Arrow Financial Corp | 7,275 | $27.2 萬 | 0.04% | −110−1.5% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,276 | $27.2 萬 | 0.14% | +45+0.6% | 加碼 |
| Wagner Wealth Management, LLC | 7,301 | $27.3 萬 | 0.12% | +586+8.7% | 加碼 |
| Parsons Capital Management Inc | 7,305 | $27.3 萬 | 0.02% | −460−5.9% | 減碼 |
| John W. Brooker & Co., CPAs | 6,904 | $27.4 萬 | 0.18% | 00.0% | 不變 |
| City State Bank | 7,366 | $27.5 萬 | 0.16% | +787+12.0% | 加碼 |
| Delta Investment Management, LLC | 7,374 | $27.6 萬 | 0.08% | −1,544−17.3% | 減碼 |
| Front Row Advisors LLC | 7,395 | $27.6 萬 | 0.13% | −484−6.1% | 減碼 |
| Core Alternative Capital | 7,397 | $27.6 萬 | 0.04% | +5,035+213.2% | 加碼 |
| Bridge Creek Capital Management LLC | 7,400 | $27.7 萬 | 0.10% | 00.0% | 不變 |
| Cowa, LLC | 7,400 | $27.7 萬 | 0.23% | 00.0% | 不變 |
| New Jersey Better Educational Savings Trust | 7,401 | $27.7 萬 | 0.75% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 7,421 | $27.7 萬 | 0.21% | +363+5.1% | 加碼 |
| Founders Financial Alliance, LLC | 7,260 | $27.7 萬 | 0.14% | −232−3.1% | 減碼 |
| First National Bank & Trust Co of Newtown | 7,436 | $27.8 萬 | 0.06% | −760−9.3% | 減碼 |
| STAR Financial Bank | 7,457 | $27.9 萬 | 0.27% | 00.0% | 不變 |
| Guardian Wealth Management, Inc. | 7,458 | $27.9 萬 | 0.27% | +24+0.3% | 加碼 |
| Clear Street Markets LLC | 7,475 | $27.9 萬 | 0.08% | −83,340−91.8% | 減碼 |
| Bailard, Inc. | 7,482 | $28.0 萬 | 0.01% | −26−0.3% | 減碼 |
| Magnolia Capital Management Ltd | 7,500 | $28.0 萬 | 0.26% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 7,496 | $28.0 萬 | 0.09% | −489−6.1% | 減碼 |
| Cidel Asset Management Inc | 7,500 | $28.0 萬 | 0.01% | −600−7.4% | 減碼 |
| TD Ameritrade Investment Management, LLC | 7,507 | $28.1 萬 | 0.00% | −2,249−23.1% | 減碼 |
| Retirement Group, LLC | 7,510 | $28.1 萬 | 0.13% | +7,000+1,372.5% | 加碼 |
| Nwam LLC | 7,579 | $28.3 萬 | 0.03% | +494+7.0% | 加碼 |
| Richard W. Paul & Associates, LLC | 7,580 | $28.3 萬 | 0.13% | +202+2.7% | 加碼 |
| Howland Capital Management LLC | 7,633 | $28.5 萬 | 0.02% | +66+0.9% | 加碼 |
| Cedar Brook Financial Partners, LLC | 7,639 | $28.6 萬 | 0.07% | −225−2.9% | 減碼 |
| Vicus Capital | 7,653 | $28.6 萬 | 0.03% | −1,253−14.1% | 減碼 |
| Plancorp, LLC | 7,659 | $28.6 萬 | 0.02% | +18+0.2% | 加碼 |
| PVG Asset Management Corp | 7,668 | $28.7 萬 | 0.92% | −1,718−18.3% | 減碼 |
| MKT Advisors LLC | 7,786 | $28.7 萬 | 0.21% | −857−9.9% | 減碼 |
| Legacy Financial Advisors, Inc. | 7,711 | $28.8 萬 | 0.06% | +531+7.4% | 加碼 |
| UMA Financial Services, Inc. | 6,855 | $29.0 萬 | 0.08% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 7,758 | $29.0 萬 | 0.00% | −914−10.5% | 減碼 |
| Confluence Wealth Services, Inc. | 7,765 | $29.0 萬 | 0.07% | −8−0.1% | 減碼 |
| Mechanics Bank Trust Department | 7,800 | $29.2 萬 | 0.05% | −25−0.3% | 減碼 |