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 |
|---|---|---|---|---|---|
| David Loasby | 11,859 | $44.9 萬 | 0.05% | +262+2.3% | 加碼 |
| Breakwater Capital Group | 12,033 | $45.0 萬 | 0.19% | +1,026+9.3% | 加碼 |
| Citizens Financial Group Inc | 12,053 | $45.1 萬 | 0.02% | −3,613−23.1% | 減碼 |
| South State Corp. | 12,054 | $45.1 萬 | 0.04% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 12,177 | $45.5 萬 | 0.06% | +227+1.9% | 加碼 |
| MQS Management LLC | 12,184 | $45.5 萬 | 0.29% | −3,790−23.7% | 減碼 |
| Resources Management Corp | 5,213 | $45.6 萬 | 0.09% | −28,982−84.8% | 減碼 |
| C2C Wealth Management, LLC | 11,672 | $45.8 萬 | 0.07% | −259−2.2% | 減碼 |
| 9258 Wealth Management, LLC | 12,261 | $45.8 萬 | 0.09% | +81+0.7% | 加碼 |
| Sebold Capital Management, Inc. | 12,273 | $45.9 萬 | 0.36% | +10.0% | 加碼 |
| Pacific Global Investment Management CO | 12,280 | $45.9 萬 | 0.10% | +2,348+23.6% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 12,309 | $46.0 萬 | 0.11% | −235−1.9% | 減碼 |
| Stelac Advisory Services LLC | 12,383 | $46.3 萬 | 0.20% | 00.0% | 不變 |
| Smith, Moore & Co. | 12,479 | $46.6 萬 | 0.06% | +3,461+38.4% | 加碼 |
| CoreFirst Bank & Trust | 12,499 | $46.7 萬 | 0.34% | −1,350−9.7% | 減碼 |
| Andra AP-fonden | 12,500 | $46.7 萬 | 0.01% | +12,500 | 新進 |
| Pettyjohn, Wood & White, Inc | 12,531 | $46.8 萬 | 0.11% | −349−2.7% | 減碼 |
| River Wealth Advisors LLC | 12,552 | $46.9 萬 | 0.09% | +3,695+41.7% | 加碼 |
| Wintrust Investments LLC | 12,576 | $47.0 萬 | 0.06% | +12,576 | 新進 |
| Highlander Capital Management, LLC | 12,637 | $47.2 萬 | 0.23% | −200−1.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 12,673 | $47.4 萬 | 0.06% | +3,671+40.8% | 加碼 |
| Front Street Capital Management, Inc. | 12,683 | $47.4 萬 | 0.10% | −475−3.6% | 減碼 |
| Stokes Family Office, LLC | 12,747 | $47.6 萬 | 0.06% | −1,166−8.4% | 減碼 |
| Proequities, Inc. | 12,748 | $47.7 萬 | 0.04% | +373+3.0% | 加碼 |
| Woodmont Investment Counsel LLC | 12,764 | $47.7 萬 | 0.05% | −100−0.8% | 減碼 |
| Financial Advisory Corp | 12,776 | $47.8 萬 | 0.23% | −746−5.5% | 減碼 |
| Family Legacy, Inc. | 12,800 | $47.8 萬 | 0.20% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 12,833 | $48.0 萬 | 0.06% | −105−0.8% | 減碼 |
| WealthPlan Investment Management, LLC | 12,846 | $48.0 萬 | 0.08% | −22,921−64.1% | 減碼 |
| Sheets Smith Wealth Management | 12,891 | $48.2 萬 | 0.07% | +30.0% | 加碼 |
| HAP Trading, LLC | 12,935 | $48.4 萬 | 0.12% | +12,935 | 新進 |
| FineMark National Bank & Trust | 12,949 | $48.4 萬 | 0.02% | −24−0.2% | 減碼 |
| Chilton Capital Management LLC | 12,994 | $48.6 萬 | 0.03% | −325−2.4% | 減碼 |
| Welch Group, LLC | 13,030 | $48.7 萬 | 0.03% | +32+0.2% | 加碼 |
| Gagnon Securities LLC | 13,056 | $48.8 萬 | 0.10% | −3,602−21.6% | 減碼 |
| BKD Wealth Advisors, LLC | 13,085 | $48.9 萬 | 0.02% | −204−1.5% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,147 | $49.1 萬 | 0.01% | −9,419−41.7% | 減碼 |
| Carson Advisory Inc. | 13,154 | $49.2 萬 | 0.44% | −1,692−11.4% | 減碼 |
| Weatherly Asset Management L. P. | 13,172 | $49.2 萬 | 0.06% | 00.0% | 不變 |
| Purus Wealth Management, LLC | 13,182 | $49.3 萬 | 0.39% | +84+0.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 13,195 | $49.3 萬 | 0.04% | +546+4.3% | 加碼 |
| Cannell Peter B & Co Inc | 13,230 | $49.5 萬 | 0.02% | 00.0% | 不變 |
| Graypoint LLC | 13,232 | $49.5 萬 | 0.05% | +1,784+15.6% | 加碼 |
| Good Life Advisors, LLC | 13,238 | $49.5 萬 | 0.06% | +259+2.0% | 加碼 |
| Wealth Alliance | 13,294 | $49.7 萬 | 0.08% | +678+5.4% | 加碼 |
| Highline Wealth Partners LLC | 13,295 | $49.7 萬 | 0.34% | +2,001+17.7% | 加碼 |
| Knuff & Co LLC | 13,304 | $49.7 萬 | 0.20% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 13,323 | $49.8 萬 | 0.03% | +362+2.8% | 加碼 |
| AIMZ Investment Advisors, LLC | 13,419 | $50.2 萬 | 0.22% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 13,432 | $50.2 萬 | 0.07% | +17+0.1% | 加碼 |
| First Foundation Advisors | 13,449 | $50.3 萬 | 0.02% | −5,226−28.0% | 減碼 |
| Personal Cfo Solutions, LLC | 13,462 | $50.3 萬 | 0.10% | +2,380+21.5% | 加碼 |
| Montecito Bank & Trust | 13,463 | $50.3 萬 | 0.12% | +1,500+12.5% | 加碼 |
| Convergence Investment Partners, LLC | 13,472 | $50.4 萬 | 0.30% | −54−0.4% | 減碼 |
| Ascent Group, LLC | 13,563 | $50.7 萬 | 0.05% | −984−6.8% | 減碼 |
| Maven Securities LTD | 13,571 | $50.7 萬 | 0.08% | +13,571 | 新進 |
| Madison Wealth Management | 13,641 | $51.0 萬 | 0.11% | +1,095+8.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 13,644 | $51.0 萬 | 0.02% | −451,195−97.1% | 減碼 |
| StoneX Group Inc. | 13,657 | $51.1 萬 | 0.06% | +8,199+150.2% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 13,664 | $51.1 萬 | 0.27% | +13,664 | 新進 |
| Allstate Corp | 13,721 | $51.3 萬 | 0.04% | −128,125−90.3% | 減碼 |
| JT Stratford LLC | 13,732 | $51.3 萬 | 0.15% | −1,302−8.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 13,797 | $51.6 萬 | 0.02% | +145+1.1% | 加碼 |
| Hexagon Capital Partners LLC | 13,832 | $51.7 萬 | 0.14% | −799−5.5% | 減碼 |
| Boothbay Fund Management, LLC | 13,889 | $51.9 萬 | 0.01% | +6,124+78.9% | 加碼 |
| Osterweis Capital Management Inc | 13,896 | $51.9 萬 | 0.04% | 00.0% | 不變 |
| Shakespeare Wealth Management, Inc. | 13,909 | $52.0 萬 | 0.18% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,909 | $52.0 萬 | 0.14% | +3,082+28.5% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 13,945 | $52.1 萬 | 0.50% | +70+0.5% | 加碼 |
| Anchor Investment Management, LLC | 13,983 | $52.3 萬 | 0.07% | +1,934+16.1% | 加碼 |
| PCJ Investment Counsel Ltd. | 14,000 | $52.3 萬 | 0.21% | −66,000−82.5% | 減碼 |
| Quadrant Private Wealth Management, LLC | 14,003 | $52.3 萬 | 0.16% | 00.0% | 不變 |
| Basepoint Wealth LLC | 14,047 | $52.5 萬 | 0.44% | +2,706+23.9% | 加碼 |
| Cladis Investment Advisory, LLC | 14,120 | $52.8 萬 | 0.47% | −2,670−15.9% | 減碼 |
| Cypress Wealth Services, LLC | 14,143 | $52.9 萬 | 0.15% | +786+5.9% | 加碼 |
| Brooks, Moore & Associates, Inc. | 14,208 | $53.1 萬 | 0.38% | −125−0.9% | 減碼 |
| Boston Trust Walden Corp | 14,218 | $53.1 萬 | 0.00% | +4,507+46.4% | 加碼 |
| Coastline Trust Co | 14,226 | $53.2 萬 | 0.08% | −430−2.9% | 減碼 |
| First National Advisers, LLC | 14,244 | $53.2 萬 | 0.60% | +521+3.8% | 加碼 |
| Becker Capital Management Inc | 14,283 | $53.4 萬 | 0.02% | 00.0% | 不變 |
| Koss-Olinger Consulting, LLC | 14,306 | $53.5 萬 | 0.07% | +100+0.7% | 加碼 |
| LifeSteps Financial, Inc. | 14,335 | $53.6 萬 | 0.57% | −130−0.9% | 減碼 |
| Eclectic Associates Inc | 14,380 | $53.8 萬 | 0.28% | +777+5.7% | 加碼 |
| LexAurum Advisors, LLC | 14,408 | $53.9 萬 | 0.18% | +11+0.1% | 加碼 |
| Blueprint Investment Partners LLC | 14,415 | $53.9 萬 | 0.12% | +205+1.4% | 加碼 |
| Gradient Investments LLC | 14,458 | $54.0 萬 | 0.01% | −8−0.1% | 減碼 |
| IVC Wealth Advisors LLC | 14,461 | $54.1 萬 | 0.38% | −9,506−39.7% | 減碼 |
| Wakefield Asset Management LLLP | 14,559 | $54.4 萬 | 0.23% | +14,559 | 新進 |
| Machina Capital S.A.S. | 14,591 | $54.5 萬 | 0.48% | −1,208−7.6% | 減碼 |
| Bragg Financial Advisors, Inc | 14,643 | $54.7 萬 | 0.03% | +50+0.3% | 加碼 |
| Northwest Wealth Management, LLC | 14,648 | $54.8 萬 | 0.21% | −829−5.4% | 減碼 |
| JNBA Financial Advisors | 14,656 | $54.8 萬 | 0.07% | −404−2.7% | 減碼 |
| First American Trust, FSB | 14,677 | $54.8 萬 | 0.08% | −220,645−93.8% | 減碼 |
| Parsec Financial Management, Inc. | 14,761 | $55.2 萬 | 0.02% | −741−4.8% | 減碼 |
| Liberty Wealth Management LLC | 14,773 | $55.2 萬 | 0.11% | +14,773 | 新進 |
| Fort Sheridan Advisors LLC | 14,785 | $55.3 萬 | 0.14% | +3,100+26.5% | 加碼 |
| IPG Investment Advisors LLC | 14,789 | $55.3 萬 | 0.13% | +2,000+15.6% | 加碼 |
| McDaniel Terry & Co | 14,808 | $55.4 萬 | 0.06% | +14,808 | 新進 |
| Fayez Sarofim & Co | 14,855 | $55.5 萬 | 0.00% | −1,280−7.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 14,913 | $55.7 萬 | 0.03% | −360−2.4% | 減碼 |