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 |
|---|---|---|---|---|---|
| New Hampshire Trust | 7,800 | $29.2 萬 | 0.08% | −205−2.6% | 減碼 |
| Gyroscope Capital Management Group, LLC | 7,800 | $29.2 萬 | 0.07% | +7,800 | 新進 |
| Donaldson Capital Management, LLC | 7,808 | $29.2 萬 | 0.01% | −172−2.2% | 減碼 |
| Weil Company, Inc. | 7,809 | $29.2 萬 | 0.13% | 00.0% | 不變 |
| Gordian Capital Singapore Pte Ltd | 7,800 | $29.2 萬 | 0.49% | −4,100−34.5% | 減碼 |
| Peak Planning Group, LLC | 7,854 | $29.4 萬 | 0.24% | −2,000−20.3% | 減碼 |
| BancorpSouth Bank | 7,866 | $29.4 萬 | 0.03% | +96+1.2% | 加碼 |
| Exencial Wealth Advisors, LLC | 7,902 | $29.5 萬 | 0.02% | −63−0.8% | 減碼 |
| Ghe, LLC | 7,923 | $29.6 萬 | 0.23% | 00.0% | 不變 |
| Summit Financial, LLC | 7,926 | $29.6 萬 | 0.03% | +125+1.6% | 加碼 |
| Avion Wealth | 7,240 | $29.8 萬 | 0.08% | +92+1.3% | 加碼 |
| Cambridge Advisors Inc. | 7,976 | $29.8 萬 | 0.08% | +20.0% | 加碼 |
| Field & Main Bank | 7,980 | $29.8 萬 | 0.18% | −749−8.6% | 減碼 |
| Cyndeo Wealth Partners, LLC | 8,020 | $30.0 萬 | 0.03% | +505+6.7% | 加碼 |
| Old West Investment Management, LLC | 8,037 | $30.0 萬 | 0.16% | 00.0% | 不變 |
| Cutler Investment Counsel LLC | 8,047 | $30.1 萬 | 0.05% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 7,986 | $30.1 萬 | 0.06% | −207−2.5% | 減碼 |
| Monetary Management Group Inc | 8,065 | $30.1 萬 | 0.09% | +18+0.2% | 加碼 |
| Sky Investment Group LLC | 8,074 | $30.2 萬 | 0.07% | +70+0.9% | 加碼 |
| Black Maple Capital Management LP | 8,100 | $30.3 萬 | 0.38% | +8,100 | 新進 |
| Zacks Investment Management | 8,123 | $30.4 萬 | 0.00% | −347−4.1% | 減碼 |
| Capital Square, LLC | 8,018 | $30.4 萬 | 0.28% | −2,488−23.7% | 減碼 |
| PDS Planning, Inc | 8,133 | $30.4 萬 | 0.04% | +2,756+51.3% | 加碼 |
| FLC Capital Advisors | 8,146 | $30.4 萬 | 0.09% | +1,000+14.0% | 加碼 |
| Crawford Investment Counsel Inc | 8,162 | $30.5 萬 | 0.01% | −2,235−21.5% | 減碼 |
| New Millennium Group LLC | 8,174 | $30.6 萬 | 0.31% | +8+0.1% | 加碼 |
| CX Institutional | 8,186 | $30.9 萬 | 0.02% | −2,505−23.4% | 減碼 |
| Piscataqua Savings Bank | 8,271 | $30.9 萬 | 0.26% | +250+3.1% | 加碼 |
| Cohen Capital Management, Inc. | 8,274 | $30.9 萬 | 0.06% | 00.0% | 不變 |
| Krilogy Financial LLC | 8,312 | $31.1 萬 | 0.03% | +1,849+28.6% | 加碼 |
| Summit Asset Management, LLC | 8,320 | $31.1 萬 | 0.09% | 00.0% | 不變 |
| Ssi Investment Management LLC | 8,336 | $31.2 萬 | 0.02% | −1,968−19.1% | 減碼 |
| Hamilton Capital, LLC | 8,338 | $31.2 萬 | 0.02% | +3,251+63.9% | 加碼 |
| Financial Advisory Service, Inc. | 8,350 | $31.2 萬 | 0.03% | −2,945−26.1% | 減碼 |
| Alpha Family Trust | 8,365 | $31.3 萬 | 0.25% | −820−8.9% | 減碼 |
| Pin Oak Investment Advisors Inc | 8,363 | $31.3 萬 | 0.39% | +1,095+15.1% | 加碼 |
| Nichols & Pratt Advisers LLP | 8,400 | $31.4 萬 | 0.02% | 00.0% | 不變 |
| Gateway Wealth Partners, LLC | 8,434 | $31.5 萬 | 0.05% | +435+5.4% | 加碼 |
| Intrust Bank NA | 8,436 | $31.5 萬 | 0.04% | +983+13.2% | 加碼 |
| Sawgrass Asset Management LLC | 8,440 | $31.5 萬 | 0.04% | 00.0% | 不變 |
| CVA Family Office, LLC | 8,465 | $31.6 萬 | 0.07% | +838+11.0% | 加碼 |
| BancFirst Trust & Investment Management | 8,532 | $31.9 萬 | 0.19% | +8,532 | 新進 |
| Schulhoff & Co Inc | 8,534 | $31.9 萬 | 0.15% | +20.0% | 加碼 |
| Van Strum & Towne Inc. | 8,564 | $32.0 萬 | 0.14% | 00.0% | 不變 |
| Harbour Capital Advisors, LLC | 8,613 | $32.2 萬 | 0.10% | +8,613 | 新進 |
| S.A. Mason LLC | 8,636 | $32.3 萬 | 0.23% | 00.0% | 不變 |
| Sippican Capital Advisors | 8,643 | $32.3 萬 | 0.31% | −468−5.1% | 減碼 |
| Evermay Wealth Management LLC | 8,665 | $32.4 萬 | 0.07% | +361+4.3% | 加碼 |
| Washington Trust Bank | 8,711 | $32.6 萬 | 0.03% | −4,419−33.7% | 減碼 |
| Transform Wealth, LLC | 8,714 | $32.6 萬 | 0.03% | +8,714 | 新進 |
| Hudock, Inc. | 8,732 | $32.6 萬 | 0.08% | −442−4.8% | 減碼 |
| Waddell & Associates, LLC | 8,751 | $32.7 萬 | 0.05% | −103−1.2% | 減碼 |
| First National Bank | 8,794 | $32.9 萬 | 0.28% | 00.0% | 不變 |
| Marietta Investment Partners LLC | 8,800 | $32.9 萬 | 0.09% | +1,000+12.8% | 加碼 |
| Achmea Investment Management B.V. | 8,813 | $32.9 萬 | 0.01% | +461+5.5% | 加碼 |
| Manchester Capital Management LLC | 8,810 | $32.9 萬 | 0.04% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 8,817 | $33.0 萬 | 0.06% | −4,449−33.5% | 減碼 |
| Campion Asset Management LLC | 8,825 | $33.0 萬 | 0.31% | 00.0% | 不變 |
| Pacifica Capital Investments, LLC | 8,835 | $33.0 萬 | 0.11% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 8,832 | $33.0 萬 | 0.11% | 00.0% | 不變 |
| Astoria Strategic Wealth, Inc. | 8,833 | $33.0 萬 | 0.13% | −1,324−13.0% | 減碼 |
| HighTower Trust Services, LTA | 8,009 | $33.1 萬 | 0.03% | −1,770−18.1% | 減碼 |
| Sweet Financial Partners, LLC | 8,864 | $33.1 萬 | 0.09% | −21−0.2% | 減碼 |
| Callan Capital, LLC | 8,884 | $33.2 萬 | 0.04% | +500+6.0% | 加碼 |
| Willis Johnson & Associates, Inc. | 8,904 | $33.3 萬 | 0.04% | +3,401+61.8% | 加碼 |
| ASB Consultores, LLC | 8,909 | $33.3 萬 | 0.13% | −824−8.5% | 減碼 |
| Humankind Investments LLC | 8,917 | $33.3 萬 | 0.14% | −150−1.7% | 減碼 |
| Traphagen Investment Advisors LLC | 8,921 | $33.3 萬 | 0.05% | −300−3.3% | 減碼 |
| WealthShield Partners, LLC | 8,926 | $33.4 萬 | 0.05% | −454−4.8% | 減碼 |
| MCF Advisors LLC | 8,956 | $33.5 萬 | 0.03% | −2,892−24.4% | 減碼 |
| Lindbrook Capital, LLC | 9,000 | $33.6 萬 | 0.04% | −3,882−30.1% | 減碼 |
| Claar Advisors LLC | 9,000 | $33.6 萬 | 0.14% | +1,200+15.4% | 加碼 |
| MONECO Advisors, LLC | 9,017 | $33.7 萬 | 0.10% | +1,841+25.7% | 加碼 |
| Royal Fund Management, LLC | 9,020 | $33.7 萬 | 0.05% | +42+0.5% | 加碼 |
| Tributary Capital Management, LLC | 9,050 | $33.8 萬 | 0.03% | −150−1.6% | 減碼 |
| L2 Asset Management, LLC | 9,092 | $34.0 萬 | 0.20% | +390+4.5% | 加碼 |
| Cim Investment Mangement Inc | 9,226 | $34.5 萬 | 0.13% | +455+5.2% | 加碼 |
| Monticello Wealth Management, LLC | 8,976 | $34.7 萬 | 0.04% | 00.0% | 不變 |
| Bordeaux Wealth Advisors LLC | 9,333 | $34.9 萬 | 0.18% | +517+5.9% | 加碼 |
| Bank Hapoalim BM | 9,339 | $34.9 萬 | 0.05% | −10,015−51.7% | 減碼 |
| Sandy Spring Bank | 9,356 | $35.0 萬 | 0.02% | +2,409+34.7% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 9,381 | $35.1 萬 | 0.25% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 9,389 | $35.1 萬 | 0.01% | −5−0.1% | 減碼 |
| Occidental Asset Management, LLC | 9,411 | $35.2 萬 | 0.09% | 00.0% | 不變 |
| Atwood & Palmer Inc | 9,420 | $35.2 萬 | 0.03% | +1,620+20.8% | 加碼 |
| Visionary Wealth Advisors | 9,420 | $35.2 萬 | 0.03% | +341+3.8% | 加碼 |
| Texas Capital Bancshares Inc | 9,450 | $35.3 萬 | 0.22% | +93+1.0% | 加碼 |
| Doliver Advisors, LP | 9,463 | $35.4 萬 | 0.11% | +243+2.6% | 加碼 |
| Wealthspire Advisors, LLC | 9,484 | $35.5 萬 | 0.01% | −6,266−39.8% | 減碼 |
| Advisors Management Group Inc | 9,501 | $35.5 萬 | 0.11% | −90−0.9% | 減碼 |
| Verity & Verity, LLC | 9,510 | $35.5 萬 | 0.05% | −5,677−37.4% | 減碼 |
| Prentiss Smith & Co Inc | 9,519 | $35.6 萬 | 0.26% | −25−0.3% | 減碼 |
| Aspen Investment Management Inc | 9,580 | $35.8 萬 | 0.23% | −500−5.0% | 減碼 |
| Fairview Capital Investment Management, LLC | 9,583 | $35.8 萬 | 0.02% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 9,595 | $35.9 萬 | 0.09% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 9,682 | $36.2 萬 | 0.07% | +1,702+21.3% | 加碼 |
| Marex Group plc | 9,741 | $36.4 萬 | 0.05% | −10,221−51.2% | 減碼 |
| Bedel Financial Consulting, Inc. | 9,746 | $36.4 萬 | 0.09% | −119−1.2% | 減碼 |
| AXS Investments LLC | 9,763 | $36.5 萬 | 0.12% | −1,193−10.9% | 減碼 |
| Bray Capital Advisors | 9,782 | $36.6 萬 | 0.11% | +6+0.1% | 加碼 |