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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 29,646 | $110.8 萬 | 0.14% | +3,672+14.1% | 加碼 |
| Fiduciary Group LLC | 29,635 | $110.8 萬 | 0.14% | +298+1.0% | 加碼 |
| Integrated Advisors Network LLC | 29,633 | $110.8 萬 | 0.07% | +1,645+5.9% | 加碼 |
| Peak Asset Management, LLC | 29,458 | $110.1 萬 | 0.27% | +642+2.2% | 加碼 |
| Valley National Advisers Inc | 26,432 | $109.6 萬 | 0.19% | −281−1.1% | 減碼 |
| Ironwood Investment Counsel, LLC | 29,229 | $109.3 萬 | 0.26% | +2,732+10.3% | 加碼 |
| Nicolet Bankshares Inc | 29,088 | $108.7 萬 | 0.35% | −414−1.4% | 減碼 |
| RNC Capital Management LLC | 29,048 | $108.6 萬 | 0.06% | −1,127−3.7% | 減碼 |
| Leavell Investment Management, Inc. | 28,998 | $108.4 萬 | 0.08% | −487−1.7% | 減碼 |
| Archford Capital Strategies, LLC | 29,323 | $108.2 萬 | 0.23% | +1,605+5.8% | 加碼 |
| Narwhal Capital Management | 28,801 | $107.7 萬 | 0.13% | +3,548+14.0% | 加碼 |
| Oarsman Capital, Inc. | 28,799 | $107.7 萬 | 0.50% | +499+1.8% | 加碼 |
| Symmetry Partners, LLC | 28,548 | $106.7 萬 | 0.06% | −2,477−8.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 28,485 | $106.5 萬 | 0.02% | −5,890−17.1% | 減碼 |
| Steel Peak Wealth Management LLC | 28,411 | $106.2 萬 | 0.07% | +6,539+29.9% | 加碼 |
| First Citizens Bank & Trust Co | 28,351 | $106.0 萬 | 0.02% | −1,605−5.4% | 減碼 |
| Mark Asset Management LP | 28,335 | $105.8 萬 | 0.20% | −40,408−58.8% | 減碼 |
| Spire Wealth Management | 28,047 | $104.8 萬 | 0.04% | +12,749+83.3% | 加碼 |
| Ostrum Asset Management | 27,952 | $104.5 萬 | 0.09% | +27,952 | 新進 |
| Citizens National Bank Trust Department | 27,540 | $102.9 萬 | 0.29% | −100−0.4% | 減碼 |
| Schechter Investment Advisors, LLC | 27,529 | $102.9 萬 | 0.10% | −9,286−25.2% | 減碼 |
| Eos Management, L.P. | 27,500 | $102.8 萬 | 0.54% | 00.0% | 不變 |
| Sterling Investment Management, Inc. | 27,236 | $101.8 萬 | 0.81% | −444−1.6% | 減碼 |
| Rehmann Capital Advisory Group | 27,222 | $101.8 萬 | 0.10% | +1,311+5.1% | 加碼 |
| Hoylecohen, LLC | 27,156 | $101.5 萬 | 0.09% | −653−2.3% | 減碼 |
| Northside Capital Management, LLC | 27,127 | $101.4 萬 | 0.27% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 27,093 | $101.3 萬 | 0.44% | −480−1.7% | 減碼 |
| Trust Co of Toledo NA | 27,063 | $101.2 萬 | 0.18% | +200+0.7% | 加碼 |
| Wrapmanager Inc | 26,898 | $100.5 萬 | 0.31% | +1,690+6.7% | 加碼 |
| Baker Avenue Asset Management, LP | 26,891 | $100.5 萬 | 0.05% | −3,120−10.4% | 減碼 |
| Venture Visionary Partners LLC | 26,876 | $100.5 萬 | 0.06% | −5,522−17.0% | 減碼 |
| Quadrant Capital Group LLC | 26,827 | $100.3 萬 | 0.10% | +2,462+10.1% | 加碼 |
| Sentry Investment Management LLC | 26,809 | $100.2 萬 | 0.41% | +5,778+27.5% | 加碼 |
| LJI Wealth Management, LLC | 26,725 | $99.9 萬 | 0.32% | +766+3.0% | 加碼 |
| Belpointe Asset Management LLC | 26,605 | $99.4 萬 | 0.05% | −12,496−32.0% | 減碼 |
| First Financial Bank - Trust Division | 26,553 | $99.3 萬 | 0.11% | −61−0.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 26,540 | $99.2 萬 | 0.04% | −707−2.6% | 減碼 |
| Moneta Group Investment Advisors LLC | 26,386 | $98.6 萬 | 0.02% | +6,364+31.8% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 26,385 | $98.6 萬 | 0.02% | +42+0.2% | 加碼 |
| First City Capital Management, Inc. | 24,739 | $98.3 萬 | 0.58% | −503−2.0% | 減碼 |
| N.E.W. Advisory Services LLC | 26,249 | $98.1 萬 | 0.14% | +754+3.0% | 加碼 |
| Holderness Investments Co | 26,239 | $98.1 萬 | 0.39% | +145+0.6% | 加碼 |
| Boit C F David | 26,163 | $97.8 萬 | 0.67% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 26,131 | $97.7 萬 | 0.03% | +1,195+4.8% | 加碼 |
| Aspiriant, LLC | 26,087 | $97.5 萬 | 0.05% | −4,791−15.5% | 減碼 |
| Avantax Planning Partners, Inc. | 26,077 | $97.5 萬 | 0.04% | +675+2.7% | 加碼 |
| Thomasville National Bank | 26,061 | $97.4 萬 | 0.10% | −2,050−7.3% | 減碼 |
| Goodwin Daniel L | 26,000 | $97.2 萬 | 0.49% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 25,857 | $96.7 萬 | 0.66% | +50+0.2% | 加碼 |
| GFG Capital, LLC | 23,601 | $96.5 萬 | 0.22% | +222+0.9% | 加碼 |
| Courier Capital LLC | 25,785 | $96.4 萬 | 0.11% | −795−3.0% | 減碼 |
| Aigen Investment Management, LP | 25,712 | $96.1 萬 | 0.13% | +25,712 | 新進 |
| Vident Investment Advisory, LLC | 25,533 | $95.4 萬 | 0.03% | +7,694+43.1% | 加碼 |
| TRUE Private Wealth Advisors | 25,481 | $95.2 萬 | 0.14% | −185−0.7% | 減碼 |
| Martin & Co Inc | 25,451 | $95.1 萬 | 0.24% | −601−2.3% | 減碼 |
| Capital Asset Advisory Services LLC | 25,362 | $94.8 萬 | 0.07% | +4,573+22.0% | 加碼 |
| AMG National Trust Bank | 25,345 | $94.7 萬 | 0.03% | −17,932−41.4% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 25,304 | $94.6 萬 | 0.11% | +25,304 | 新進 |
| J.W. Cole Advisors, Inc. | 25,076 | $93.7 萬 | 0.07% | +2,888+13.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 25,035 | $93.6 萬 | 0.10% | +167+0.7% | 加碼 |
| Bartlett & Co. LLC | 25,005 | $93.5 萬 | 0.02% | −74−0.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 25,005 | $93.5 萬 | 0.02% | −74−0.3% | 減碼 |
| NVWM, LLC | 24,903 | $93.1 萬 | 0.31% | −226−0.9% | 減碼 |
| Golden State Equity Partners | 24,804 | $92.7 萬 | 0.50% | +24,804 | 新進 |
| Sawyer & Company, Inc | 23,965 | $92.6 萬 | 0.50% | −160−0.7% | 減碼 |
| Daymark Wealth Partners, LLC | 24,714 | $92.4 萬 | 0.12% | +10,970+79.8% | 加碼 |
| Coastal Investment Advisors, Inc. | 24,573 | $91.9 萬 | 0.22% | −2,879−10.5% | 減碼 |
| Voya Financial Advisors, Inc. | 24,564 | $91.8 萬 | 0.11% | −6,509−20.9% | 減碼 |
| Cadinha & Co LLC | 24,472 | $91.5 萬 | 0.25% | 00.0% | 不變 |
| Tealwood Asset Management Inc | 24,390 | $91.2 萬 | 0.46% | 00.0% | 不變 |
| Sweeney & Michel, LLC | 22,025 | $90.9 萬 | 0.48% | +22,025 | 新進 |
| Atom Investors LP | 24,297 | $90.8 萬 | 0.49% | +18,543+322.3% | 加碼 |
| Buffington Mohr McNeal | 24,283 | $90.8 萬 | 0.21% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 24,243 | $90.6 萬 | 0.02% | +2,369+10.8% | 加碼 |
| Independent Financial Group, LLC | 24,208 | $90.5 萬 | 0.07% | +1,021+4.4% | 加碼 |
| Insight Advisors, LLC | 24,092 | $90.1 萬 | 0.21% | −474−1.9% | 減碼 |
| Argent Advisors, Inc. | 24,087 | $90.0 萬 | 0.43% | +2,157+9.8% | 加碼 |
| Rothschild Investment Corp | 24,086 | $90.0 萬 | 0.08% | +242+1.0% | 加碼 |
| Quarry LP | 23,830 | $89.1 萬 | 0.49% | +15,855+198.8% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 23,775 | $88.9 萬 | 0.24% | +312+1.3% | 加碼 |
| Washington Trust Co | 23,746 | $88.8 萬 | 0.04% | −2,331−8.9% | 減碼 |
| First Bank & Trust | 23,667 | $88.5 萬 | 0.23% | −27−0.1% | 減碼 |
| Congress Wealth Management LLC | 23,548 | $88.0 萬 | 0.02% | +5,608+31.3% | 加碼 |
| Telos Capital Management, Inc. | 23,391 | $87.4 萬 | 0.12% | 00.0% | 不變 |
| Davidson Trust Co | 23,379 | $87.4 萬 | 0.67% | +5,689+32.2% | 加碼 |
| Pacific Center for Financial Services | 23,360 | $87.3 萬 | 0.30% | +23,360 | 新進 |
| Fulton Bank, N.A. | 23,282 | $87.0 萬 | 0.05% | +239+1.0% | 加碼 |
| Murphy Pohlad Asset Management LLC | 23,215 | $86.8 萬 | 0.36% | +7,900+51.6% | 加碼 |
| Hamilton Capital Partners Inc. | 23,200 | $86.7 萬 | 0.31% | −1,300−5.3% | 減碼 |
| Vise Technologies, Inc. | 23,152 | $86.5 萬 | 0.23% | +3,704+19.0% | 加碼 |
| Desjardins Global Asset Management Inc. | 23,149 | $86.5 萬 | 0.11% | −5,265−18.5% | 減碼 |
| Evergreen Capital Management LLC | 23,102 | $86.4 萬 | 0.04% | +456+2.0% | 加碼 |
| Chiron Capital Management, LLC | 23,091 | $86.3 萬 | 0.60% | +7,413+47.3% | 加碼 |
| Salem Investment Counselors Inc | 23,088 | $86.3 萬 | 0.03% | +449+2.0% | 加碼 |
| Pflug Koory, LLC | 22,979 | $85.9 萬 | 0.47% | −250−1.1% | 減碼 |
| Miracle Mile Advisors, LLC | 22,941 | $85.8 萬 | 0.03% | +2,477+12.1% | 加碼 |
| Source Financial Advisors LLC | 22,857 | $85.4 萬 | 0.29% | +920+4.2% | 加碼 |
| Sunbelt Securities, Inc. | 22,714 | $84.9 萬 | 0.14% | −850−3.6% | 減碼 |
| WealthPLAN Partners, LLC | 22,685 | $84.8 萬 | 0.10% | −13,082−36.6% | 減碼 |
| Westmount Partners, LLC | 22,638 | $84.6 萬 | 0.39% | −2,064−8.4% | 減碼 |