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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 14,904 | $55.7 萬 | 0.04% | −115−0.8% | 減碼 |
| Abbrea Capital, LLC | 14,924 | $55.8 萬 | 0.09% | −480−3.1% | 減碼 |
| Simmons Bank | 14,940 | $55.8 萬 | 0.05% | −1,534−9.3% | 減碼 |
| Richwood Investment Advisors, LLC | 14,981 | $56.0 萬 | 0.56% | −300−2.0% | 減碼 |
| Jupiter Wealth Management LLC | 15,000 | $56.1 萬 | 0.52% | −27,487−64.7% | 減碼 |
| Marcum Wealth, LLC | 15,003 | $56.1 萬 | 0.07% | +2,065+16.0% | 加碼 |
| Warren Averett Asset Management, LLC | 15,013 | $56.1 萬 | 0.03% | +4,945+49.1% | 加碼 |
| Valmark Advisers, Inc. | 15,014 | $56.1 萬 | 0.01% | −2,043−12.0% | 減碼 |
| Claro Advisors LLC | 15,023 | $56.2 萬 | 0.16% | −30.0% | 減碼 |
| Mather Group, LLC. | 15,053 | $56.3 萬 | 0.01% | −19,862−56.9% | 減碼 |
| FinTrust Capital Advisors, LLC | 13,680 | $56.5 萬 | 0.14% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 15,159 | $56.7 萬 | 0.01% | +4,520+42.5% | 加碼 |
| Tocqueville Asset Management L.P. | 15,257 | $57.0 萬 | 0.01% | +321+2.1% | 加碼 |
| Diligent Investors, LLC | 15,338 | $57.3 萬 | 0.18% | +110+0.7% | 加碼 |
| Axxcess Wealth Management, LLC | 15,357 | $57.4 萬 | 0.05% | +728+5.0% | 加碼 |
| Atlantic Union Bankshares Corp | 15,405 | $57.6 萬 | 0.06% | +15,405 | 新進 |
| Cornerstone Wealth Management, LLC | 15,459 | $57.8 萬 | 0.06% | +15,459 | 新進 |
| Ethic Inc. | 15,469 | $57.8 萬 | 0.02% | −33−0.2% | 減碼 |
| Hussman Strategic Advisors, Inc. | 15,500 | $57.9 萬 | 0.09% | −10,500−40.4% | 減碼 |
| Lantz Financial LLC | 15,575 | $58.2 萬 | 0.24% | −594−3.7% | 減碼 |
| Rockland Trust Co | 15,604 | $58.3 萬 | 0.04% | −500−3.1% | 減碼 |
| Waldron Private Wealth LLC | 15,614 | $58.4 萬 | 0.03% | −40−0.3% | 減碼 |
| Alethea Capital Management, LLC | 15,620 | $58.4 萬 | 0.62% | +15,620 | 新進 |
| Vertex Planning Partners, LLC | 15,629 | $58.4 萬 | 0.22% | −2,534−14.0% | 減碼 |
| Cambridge Trust Co | 15,667 | $58.6 萬 | 0.03% | −2,423−13.4% | 減碼 |
| DRW Securities, LLC | 15,674 | $58.6 萬 | 0.09% | +15,674 | 新進 |
| Hodges Capital Management Inc. | 16,336 | $58.9 萬 | 0.05% | −78,760−82.8% | 減碼 |
| MV Capital Management, Inc. | 15,826 | $59.2 萬 | 0.08% | +1,408+9.8% | 加碼 |
| Fukoku Mutual Life Insurance Co | 15,848 | $59.2 萬 | 0.05% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 15,852 | $59.3 萬 | 0.02% | −1,149−6.8% | 減碼 |
| Prio Wealth Limited Partnership | 15,935 | $59.6 萬 | 0.02% | −2,718−14.6% | 減碼 |
| Keystone Financial Services | 15,983 | $59.7 萬 | 0.32% | +232+1.5% | 加碼 |
| Ballentine Partners, LLC | 16,020 | $59.9 萬 | 0.02% | −13,670−46.0% | 減碼 |
| Neumann Capital Management, LLC | 16,022 | $59.9 萬 | 0.26% | 00.0% | 不變 |
| Element Wealth, LLC | 16,038 | $59.9 萬 | 0.45% | +92+0.6% | 加碼 |
| Wimmer Associates 1, LLC | 15,481 | $60.0 萬 | 0.38% | −325−2.1% | 減碼 |
| North Star Asset Management Inc | 16,143 | $60.3 萬 | 0.04% | −2,055−11.3% | 減碼 |
| M Holdings Securities, Inc. | 16,172 | $60.4 萬 | 0.06% | +3,401+26.6% | 加碼 |
| Edge Capital Group, LLC | 16,246 | $60.7 萬 | 0.04% | −952−5.5% | 減碼 |
| Stonnington Group, LLC | 15,315 | $60.7 萬 | 0.16% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 16,351 | $61.1 萬 | 0.19% | +4,104+33.5% | 加碼 |
| Hutner Capital Management Inc | 16,385 | $61.2 萬 | 0.37% | −50−0.3% | 減碼 |
| Garrison Point Advisors, LLC | 16,390 | $61.3 萬 | 0.46% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 16,400 | $61.3 萬 | 0.02% | −500−3.0% | 減碼 |
| Mainstay Capital Management LLC | 16,427 | $61.4 萬 | 0.12% | −700−4.1% | 減碼 |
| JFS Wealth Advisors, LLC | 16,435 | $61.4 萬 | 0.06% | −53−0.3% | 減碼 |
| Cito Capital Group, LLC | 16,503 | $61.7 萬 | 0.31% | +503+3.1% | 加碼 |
| One Wealth Advisors, LLC | 16,526 | $61.8 萬 | 0.14% | +2,153+15.0% | 加碼 |
| Cascade Investment Advisors, Inc. | 16,600 | $62.1 萬 | 0.49% | 00.0% | 不變 |
| Industrial Alliance Investment Management Inc. | 16,638 | $62.2 萬 | 0.02% | +15,321+1,163.3% | 加碼 |
| Twin Focus Capital Partners, LLC | 16,704 | $62.4 萬 | 0.12% | +9,048+118.2% | 加碼 |
| Prudent Man Advisors, LLC | 16,733 | $62.5 萬 | 0.24% | −322−1.9% | 減碼 |
| Proficio Capital Partners LLC | 16,723 | $62.5 萬 | 0.10% | −598−3.5% | 減碼 |
| Keudell/Morrison Wealth Management | 16,791 | $62.8 萬 | 0.18% | +568+3.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 16,813 | $62.8 萬 | 0.03% | +236+1.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 16,864 | $63.0 萬 | 0.09% | +8,818+109.6% | 加碼 |
| Pure Financial Advisors, Inc. | 16,881 | $63.1 萬 | 0.03% | +2,111+14.3% | 加碼 |
| Strategic Investment Advisors | 16,912 | $63.2 萬 | 0.11% | −215−1.3% | 減碼 |
| GM Advisory Group, Inc. | 16,924 | $63.3 萬 | 0.06% | +76+0.5% | 加碼 |
| Meridian Wealth Management, LLC | 16,944 | $63.3 萬 | 0.06% | +1,028+6.5% | 加碼 |
| Dakota Wealth Management | 16,958 | $63.4 萬 | 0.04% | +1,735+11.4% | 加碼 |
| Essex Savings Bank | 16,980 | $63.5 萬 | 0.22% | +2,959+21.1% | 加碼 |
| Arkadios Wealth Advisors | 17,003 | $63.6 萬 | 0.08% | +460+2.8% | 加碼 |
| Stock Yards Bank & Trust Co | 17,054 | $63.7 萬 | 0.02% | +1,259+8.0% | 加碼 |
| CIC Wealth, LLC | 17,043 | $63.7 萬 | 0.24% | −637−3.6% | 減碼 |
| CSS LLC | 17,066 | $63.8 萬 | 0.05% | −5,664−24.9% | 減碼 |
| Chicago Capital, LLC | 17,169 | $64.2 萬 | 0.03% | 00.0% | 不變 |
| Legacy Financial Group LLC | 17,175 | $64.2 萬 | 0.18% | +10.0% | 加碼 |
| HBK Sorce Advisory LLC | 17,179 | $64.2 萬 | 0.03% | −13,533−44.1% | 減碼 |
| AdvisorNet Financial, Inc | 17,288 | $64.6 萬 | 0.06% | +750+4.5% | 加碼 |
| Cumberland Advisors Inc | 17,300 | $64.7 萬 | 0.27% | −500−2.8% | 減碼 |
| Algert Global LLC | 17,300 | $64.7 萬 | 0.03% | +17,300 | 新進 |
| Chicago Trust Co NA | 17,432 | $65.2 萬 | 0.16% | +2,141+14.0% | 加碼 |
| XML Financial, LLC | 17,647 | $65.2 萬 | 0.08% | −1,442−7.6% | 減碼 |
| Change Path, LLC | 17,468 | $65.3 萬 | 0.03% | +118+0.7% | 加碼 |
| Intrinsic Value Partners, LLC | 17,505 | $65.4 萬 | 0.88% | −495−2.8% | 減碼 |
| Baldwin Brothers Inc | 17,525 | $65.5 萬 | 0.06% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 15,639 | $65.5 萬 | 0.48% | +1,140+7.9% | 加碼 |
| Koshinski Asset Management, Inc. | 17,558 | $65.6 萬 | 0.06% | +828+4.9% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 17,569 | $65.7 萬 | 0.05% | −1,708−8.9% | 減碼 |
| Lipe & Dalton | 17,600 | $65.8 萬 | 0.38% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 17,628 | $65.9 萬 | 0.07% | −39−0.2% | 減碼 |
| Gryphon Financial Partners LLC | 17,772 | $66.4 萬 | 0.15% | +402+2.3% | 加碼 |
| Wharton Business Group, LLC | 17,800 | $66.5 萬 | 0.04% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 17,830 | $66.6 萬 | 0.18% | −1,055−5.6% | 減碼 |
| Vetamer Capital Management, L.P. | 17,839 | $66.7 萬 | 0.92% | −63,896−78.2% | 減碼 |
| North Star Investment Management Corp. | 17,859 | $66.8 萬 | 0.06% | +404+2.3% | 加碼 |
| Fisher Asset Management, LLC | 17,877 | $66.8 萬 | 0.00% | −4,072−18.6% | 減碼 |
| Summit Financial Group Inc | 17,885 | $66.9 萬 | 0.26% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 17,923 | $67.0 萬 | 0.12% | −106−0.6% | 減碼 |
| Capital International Inc | 17,928 | $67.0 萬 | 0.01% | −1,625−8.3% | 減碼 |
| ZWJ Investment Counsel Inc | 17,934 | $67.0 萬 | 0.04% | −5,763−24.3% | 減碼 |
| TCTC Holdings, LLC | 17,963 | $67.1 萬 | 0.03% | +5,663+46.0% | 加碼 |
| Barbara Oil Co. | 18,000 | $67.3 萬 | 0.32% | 00.0% | 不變 |
| Arden Trust Co | 18,007 | $67.3 萬 | 0.12% | −5,956−24.9% | 減碼 |
| Eisler Capital (US) LLC | 18,080 | $67.6 萬 | 0.34% | +18,080 | 新進 |
| Regents of the University of California | 18,106 | $67.7 萬 | 0.13% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 18,145 | $67.8 萬 | 0.08% | −1,050−5.5% | 減碼 |
| Sittner & Nelson, LLC | 18,170 | $67.9 萬 | 0.39% | −393−2.1% | 減碼 |
| Deseret Mutual Benefit Administrators | 18,259 | $68.3 萬 | 0.27% | +346+1.9% | 加碼 |