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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 9,815 | $36.6 萬 | 0.11% | −180−1.8% | 減碼 |
| Modera Wealth Management, LLC | 9,868 | $36.9 萬 | 0.01% | −55−0.6% | 減碼 |
| Alps Advisors Inc | 9,885 | $37.0 萬 | 0.00% | +9,885 | 新進 |
| Tranquilli Financial Advisor LLC | 9,893 | $37.0 萬 | 0.28% | +899+10.0% | 加碼 |
| Royal Capital Wealth Management, LLC | 9,897 | $37.0 萬 | 0.37% | +264+2.7% | 加碼 |
| Alta Advisers Ltd | 9,900 | $37.0 萬 | 0.22% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 9,966 | $37.3 萬 | 0.24% | −977−8.9% | 減碼 |
| Zuckerman Investment Group, LLC | 9,968 | $37.3 萬 | 0.06% | 00.0% | 不變 |
| LVW Advisors, LLC | 9,988 | $37.3 萬 | 0.07% | +102+1.0% | 加碼 |
| RB Capital Management, LLC | 9,990 | $37.3 萬 | 0.12% | +48+0.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 10,004 | $37.4 萬 | 0.04% | −1,987−16.6% | 減碼 |
| FSB Premier Wealth Management, Inc. | 10,014 | $37.4 萬 | 0.21% | +3,809+61.4% | 加碼 |
| Interchange Capital Partners, LLC | 10,068 | $37.5 萬 | 0.20% | +10,068 | 新進 |
| Biltmore Family Office, LLC | 10,057 | $37.6 萬 | 0.08% | +495+5.2% | 加碼 |
| Quantamental Technologies LLC | 10,098 | $37.7 萬 | 0.20% | −23,246−69.7% | 減碼 |
| Colony Family Offices, LLC | 10,150 | $37.9 萬 | 0.15% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 10,154 | $38.0 萬 | 0.11% | +199+2.0% | 加碼 |
| Beach Investment Counsel Inc | 10,164 | $38.0 萬 | 0.05% | −1,500−12.9% | 減碼 |
| Lauterbach Financial Advisors, LLC | 10,217 | $38.2 萬 | 0.31% | +49+0.5% | 加碼 |
| HCR Wealth Advisors | 10,217 | $38.2 萬 | 0.08% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,216 | $38.2 萬 | 0.00% | +8,596+530.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 10,220 | $38.2 萬 | 0.02% | +722+7.6% | 加碼 |
| FirstPurpose Wealth LLC | 10,223 | $38.2 萬 | 0.19% | +4,278+72.0% | 加碼 |
| Quent Capital, LLC | 10,234 | $38.3 萬 | 0.07% | +4,897+91.8% | 加碼 |
| Institute for Wealth Management, LLC. | 10,246 | $38.3 萬 | 0.07% | +1,029+11.2% | 加碼 |
| Sage Mountain Advisors LLC | 10,246 | $38.3 萬 | 0.06% | +4,142+67.9% | 加碼 |
| Stephenson National Bank & Trust | 10,248 | $38.3 萬 | 0.24% | 00.0% | 不變 |
| Athena Investment Management | 10,267 | $38.4 萬 | 0.28% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 10,289 | $38.5 萬 | 0.04% | −756−6.8% | 減碼 |
| Fort Point Capital Partners LLC | 10,348 | $38.7 萬 | 0.06% | +17+0.2% | 加碼 |
| All Terrain Financial Advisors, LLC | 10,367 | $38.8 萬 | 0.19% | −225−2.1% | 減碼 |
| Jacobi Capital Management LLC | 10,375 | $38.8 萬 | 0.05% | −2,211−17.6% | 減碼 |
| Tarbox Family Office, Inc. | 10,405 | $38.9 萬 | 0.08% | +10.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 10,439 | $39.0 萬 | 0.03% | −978−8.6% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 10,471 | $39.1 萬 | 0.11% | +10,471 | 新進 |
| Regatta Capital Group, LLC | 9,528 | $39.3 萬 | 0.14% | 00.0% | 不變 |
| Vontobel Asset Management Inc | 10,534 | $39.4 萬 | 0.00% | −361−3.3% | 減碼 |
| Flagstone Financial Management | 10,554 | $39.4 萬 | 0.20% | +10.0% | 加碼 |
| Coastal Bridge Advisors, LLC | 10,563 | $39.5 萬 | 0.10% | 00.0% | 不變 |
| McCarthy Asset Management, Inc. | 10,565 | $39.5 萬 | 0.27% | −131−1.2% | 減碼 |
| Harbor Investment Advisory, LLC | 10,578 | $39.5 萬 | 0.06% | −15−0.1% | 減碼 |
| Clear Creek Financial Management, LLC | 10,583 | $39.6 萬 | 0.08% | +780+8.0% | 加碼 |
| Davis R M Inc | 10,584 | $39.6 萬 | 0.01% | 00.0% | 不變 |
| Valtinson Bruner Financial Planning LLC | 10,601 | $39.6 萬 | 0.23% | −5,295−33.3% | 減碼 |
| Hikari Tsushin, Inc. | 10,631 | $39.7 萬 | 0.04% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 10,696 | $40.0 萬 | 0.19% | −123−1.1% | 減碼 |
| Pacifica Partners Inc. | 10,625 | $40.1 萬 | 0.24% | +8,915+521.3% | 加碼 |
| West Branch Capital LLC | 10,728 | $40.1 萬 | 0.22% | +423+4.1% | 加碼 |
| Mengis Capital Management, Inc. | 10,803 | $40.4 萬 | 0.09% | −4,549−29.6% | 減碼 |
| First Dallas Securities Inc. | 10,800 | $40.4 萬 | 0.24% | +250+2.4% | 加碼 |
| Intrua Financial, LLC | 10,779 | $40.4 萬 | 0.08% | +1,039+10.7% | 加碼 |
| LGT Financial Advisors LLC | 10,827 | $40.5 萬 | 0.75% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 10,858 | $40.6 萬 | 0.21% | −47−0.4% | 減碼 |
| Altfest L J & Co Inc | 10,867 | $40.6 萬 | 0.06% | +1,997+22.5% | 加碼 |
| Pointe Capital Management LLC | 10,870 | $40.6 萬 | 0.30% | −47−0.4% | 減碼 |
| Webster Bank, N. A. | 10,895 | $40.7 萬 | 0.05% | −1,450−11.7% | 減碼 |
| Wallace Advisory Group, LLC | 10,895 | $40.7 萬 | 0.31% | +1,186+12.2% | 加碼 |
| Centennial Bank | 10,923 | $40.8 萬 | 0.27% | −5,254−32.5% | 減碼 |
| Kathleen S. Wright Associates Inc. | 10,975 | $41.0 萬 | 0.27% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 11,023 | $41.2 萬 | 0.11% | 00.0% | 不變 |
| BBR Partners, LLC | 11,067 | $41.4 萬 | 0.05% | −2,034−15.5% | 減碼 |
| Zions Bancorporation, N.A. | 11,068 | $41.4 萬 | 0.04% | −2,763−20.0% | 減碼 |
| Trust Co of Vermont | 11,070 | $41.4 萬 | 0.03% | −331−2.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 11,119 | $41.6 萬 | 0.31% | +311+2.9% | 加碼 |
| Oxford Financial Group Ltd | 11,155 | $41.7 萬 | 0.05% | −599−5.1% | 減碼 |
| Punch & Associates Investment Management, Inc. | 11,160 | $41.7 萬 | 0.03% | +1,000+9.8% | 加碼 |
| Northwest Investment Counselors, LLC | 11,170 | $41.8 萬 | 0.12% | −3,411−23.4% | 減碼 |
| Journey Strategic Wealth LLC | 11,225 | $42.0 萬 | 0.04% | +1,048+10.3% | 加碼 |
| Private Portfolio Partners LLC | 11,285 | $42.2 萬 | 0.11% | −214−1.9% | 減碼 |
| Hancock Whitney Corp | 11,326 | $42.3 萬 | 0.02% | −7,985−41.3% | 減碼 |
| Cahill Financial Advisors Inc | 11,361 | $42.5 萬 | 0.08% | +28+0.2% | 加碼 |
| Aj Wealth Strategies, LLC | 11,372 | $42.5 萬 | 0.02% | +29+0.3% | 加碼 |
| Connectus Wealth, LLC | 11,365 | $42.5 萬 | 0.01% | −57,657−83.5% | 減碼 |
| Bank of Hawaii | 11,409 | $42.6 萬 | 0.02% | +148+1.3% | 加碼 |
| Beaton Management Co. Inc. | 11,448 | $42.8 萬 | 0.29% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 11,467 | $42.9 萬 | 0.32% | −72−0.6% | 減碼 |
| APCM Wealth Management for Individuals | 11,508 | $43.0 萬 | 0.07% | −10,538−47.8% | 減碼 |
| Delta Financial Group, Inc. | 11,539 | $43.1 萬 | 0.17% | +1,017+9.7% | 加碼 |
| West Bancorporation Inc | 11,550 | $43.2 萬 | 0.33% | −1,541−11.8% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 11,595 | $43.3 萬 | 0.03% | +36+0.3% | 加碼 |
| Platform Technology Partners | 11,610 | $43.4 萬 | 0.21% | +946+8.9% | 加碼 |
| First Nebraska Trust Co | 11,627 | $43.5 萬 | 0.05% | −71−0.6% | 減碼 |
| Spinnaker Trust | 11,638 | $43.5 萬 | 0.03% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 11,651 | $43.6 萬 | 0.22% | +426+3.8% | 加碼 |
| Icapital Wealth LLC | 11,680 | $43.7 萬 | 0.30% | +180+1.6% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,721 | $43.8 萬 | 0.15% | −88−0.7% | 減碼 |
| Perennial Investment Advisors, LLC | 11,721 | $43.8 萬 | 0.08% | −95−0.8% | 減碼 |
| Leisure Capital Management | 11,738 | $43.9 萬 | 0.25% | 00.0% | 不變 |
| Farmers Trust Co | 11,754 | $43.9 萬 | 0.10% | 00.0% | 不變 |
| Monarch Capital Management Inc | 11,760 | $44.0 萬 | 0.13% | −13,004−52.5% | 減碼 |
| Douglas Lane & Associates, LLC | 11,763 | $44.0 萬 | 0.01% | +138+1.2% | 加碼 |
| Johnson Investment Counsel Inc | 11,777 | $44.0 萬 | 0.01% | −1,241−9.5% | 減碼 |
| Lakeside Advisors, INC. | 11,791 | $44.1 萬 | 0.34% | −867−6.8% | 減碼 |
| G&S Capital LLC | 11,802 | $44.1 萬 | 0.20% | −61,602−83.9% | 減碼 |
| Iowa State Bank | 11,827 | $44.2 萬 | 0.11% | +155+1.3% | 加碼 |
| Jacobs & Co | 11,975 | $44.7 萬 | 0.06% | +33+0.3% | 加碼 |
| Summit X, LLC | 12,002 | $44.9 萬 | 0.12% | +3,779+46.0% | 加碼 |
| Canandaigua National Bank & Trust Co | 12,017 | $44.9 萬 | 0.08% | +12,017 | 新進 |
| Northeast Investment Management | 12,014 | $44.9 萬 | 0.03% | 00.0% | 不變 |
| Alterna Wealth Management, Inc | 12,019 | $44.9 萬 | 0.56% | −1,355−10.1% | 減碼 |