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 |
|---|---|---|---|---|---|
| Price Jennifer C. | 200,000 | $747.6 萬 | 2.38% | 00.0% | 不變 |
| Olstein Capital Management, L.P. | 200,000 | $747.6 萬 | 1.17% | +18,000+9.9% | 加碼 |
| Alpha Cubed Investments, LLC | 199,382 | $745.3 萬 | 0.54% | +23,353+13.3% | 加碼 |
| Commerce Bank | 196,924 | $736.1 萬 | 0.06% | −2,421−1.2% | 減碼 |
| Leonteq Securities AG | 196,379 | $734.1 萬 | 0.68% | +117,982+150.5% | 加碼 |
| Grassi Investment Management | 196,220 | $733.5 萬 | 0.91% | +29,304+17.6% | 加碼 |
| Hennessy Advisors Inc | 196,000 | $732.6 萬 | 0.54% | +144,000+276.9% | 加碼 |
| Norinchukin Bank, The | 191,764 | $716.8 萬 | 0.14% | +5,960+3.2% | 加碼 |
| Raymond James Trust N.A. | 190,239 | $711.1 萬 | 0.23% | −120.0% | 減碼 |
| Quantbot Technologies LP | 188,559 | $704.8 萬 | 0.50% | +23,653+14.3% | 加碼 |
| Allied Investment Advisors, LLC | 187,114 | $699.4 萬 | 2.17% | +6,748+3.7% | 加碼 |
| Channing Capital Management, LLC | 187,088 | $699.3 萬 | 0.22% | −62,655−25.1% | 減碼 |
| Adams Asset Advisors, LLC | 186,766 | $698.1 萬 | 0.93% | 00.0% | 不變 |
| Atria Investments LLC | 185,306 | $692.7 萬 | 0.13% | +28,551+18.2% | 加碼 |
| Consilium Wealth Advisory, LLC | 183,421 | $685.6 萬 | 5.85% | −4,700−2.5% | 減碼 |
| GWM Advisors LLC | 183,178 | $684.7 萬 | 0.09% | +27,753+17.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 182,678 | $682.9 萬 | 0.09% | +84,493+86.1% | 加碼 |
| Rothschild & Co Wealth Management UK Ltd | 181,809 | $679.6 萬 | 0.14% | +8,166+4.7% | 加碼 |
| Wealthsource Partners, LLC | 178,333 | $666.6 萬 | 0.45% | −17,067−8.7% | 減碼 |
| Jump Financial, LLC | 177,519 | $663.6 萬 | 0.27% | +177,519 | 新進 |
| La Banque Postale Asset Management SA | 177,006 | $661.6 萬 | 0.17% | −8,151−4.4% | 減碼 |
| Aquatic Capital Management LLC | 177,000 | $661.6 萬 | 0.41% | +121,700+220.1% | 加碼 |
| New Mexico Educational Retirement Board | 176,316 | $659.1 萬 | 0.33% | −5,600−3.1% | 減碼 |
| Los Angeles Capital Management LLC | 175,784 | $657.1 萬 | 0.03% | −1,530,814−89.7% | 減碼 |
| ExodusPoint Capital Management, LP | 173,230 | $647.5 萬 | 0.07% | +173,230 | 新進 |
| Highland Capital Management, LLC | 171,036 | $639.3 萬 | 0.47% | +17,238+11.2% | 加碼 |
| Metropolitan Life Insurance Co | 170,435 | $637.1 萬 | 0.33% | −49,965−22.7% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 169,510 | $633.6 萬 | 3.72% | 00.0% | 不變 |
| ING Groep NV | 169,080 | $632.0 萬 | 0.06% | −1,041,867−86.0% | 減碼 |
| Meritage Portfolio Management | 167,992 | $628.0 萬 | 0.47% | +53,615+46.9% | 加碼 |
| Capstone Investment Advisors, LLC | 167,204 | $625.0 萬 | 0.19% | −97,969−36.9% | 減碼 |
| Interval Partners, LP | 166,127 | $621.0 萬 | 0.35% | −680−0.4% | 減碼 |
| Clayton Partners LLC | 165,751 | $619.6 萬 | 6.03% | +5,356+3.3% | 加碼 |
| Kestra Advisory Services, LLC | 165,363 | $618.1 萬 | 0.07% | −47,977−22.5% | 減碼 |
| Freestone Capital Holdings, LLC | 165,340 | $618.0 萬 | 0.27% | +567+0.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 165,102 | $617.2 萬 | 0.26% | +970+0.6% | 加碼 |
| New England Asset Management Inc | 164,937 | $616.5 萬 | 0.92% | −4,985−2.9% | 減碼 |
| Wealthfront Advisers LLC | 164,075 | $613.3 萬 | 0.03% | −74,554−31.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 162,497 | $607.4 萬 | 0.10% | +8,436+5.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 162,248 | $606.5 萬 | 0.19% | +70,076+76.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 161,011 | $601.9 萬 | 0.11% | +69,165+75.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 158,937 | $594.1 萬 | 0.54% | +817+0.5% | 加碼 |
| CSM Advisors, LLC | 158,525 | $592.2 萬 | 0.51% | +17,000+12.0% | 加碼 |
| BTC Capital Management, Inc. | 156,743 | $585.3 萬 | 0.67% | +5,902+3.9% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 154,216 | $576.5 萬 | 0.13% | −28,913−15.8% | 減碼 |
| JustInvest LLC | 153,291 | $573.0 萬 | 0.20% | +11,239+7.9% | 加碼 |
| Edgar Lomax Co | 153,025 | $572.0 萬 | 0.37% | −166,035−52.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 152,966 | $571.8 萬 | 0.64% | +12,624+9.0% | 加碼 |
| Wolverine Trading, LLC | 152,745 | $571.0 萬 | 0.17% | +133,911+711.0% | 加碼 |
| Picton Mahoney Asset Management | 152,310 | $569.2 萬 | 0.29% | −7,320−4.6% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 152,010 | $568.2 萬 | 0.36% | +21,930+16.9% | 加碼 |
| Poehling Capital Management, LLC | 151,643 | $566.8 萬 | 1.91% | −208−0.1% | 減碼 |
| Ally Financial Inc. | 150,000 | $560.7 萬 | 0.83% | 00.0% | 不變 |
| Jarislowsky, Fraser Ltd | 149,081 | $557.3 萬 | 0.03% | −18,566−11.1% | 減碼 |
| Monte Financial Group, LLC | 144,691 | $540.9 萬 | 2.86% | +189+0.1% | 加碼 |
| Cinctive Capital Management LP | 144,290 | $539.4 萬 | 0.20% | −401,511−73.6% | 減碼 |
| Point72 Middle East FZE | 144,086 | $538.6 萬 | 0.30% | +144,086 | 新進 |
| BerganKDV Wealth Management, LLC | 143,631 | $536.9 萬 | 0.55% | −250.0% | 減碼 |
| Gibraltar Capital Management, Inc. | 143,615 | $536.8 萬 | 2.51% | +1,649+1.2% | 加碼 |
| Tufton Capital Management | 142,937 | $534.3 萬 | 1.16% | −506−0.4% | 減碼 |
| Beacon Financial Group | 136,038 | $525.5 萬 | 0.73% | −6,448−4.5% | 減碼 |
| Bokf, NA | 139,176 | $520.2 萬 | 0.11% | +54,881+65.1% | 加碼 |
| DCM Advisors, LLC | 138,707 | $518.5 萬 | 2.41% | −158−0.1% | 減碼 |
| Blume Capital Management, Inc. | 138,383 | $517.3 萬 | 1.65% | +860+0.6% | 加碼 |
| Banco Santander, S.A. | 138,143 | $516.4 萬 | 0.08% | −122,021−46.9% | 減碼 |
| Waycross Partners, LLC | 138,026 | $515.9 萬 | 1.50% | −4,261−3.0% | 減碼 |
| Pinnacle Associates Ltd | 137,715 | $514.8 萬 | 0.11% | +6,279+4.8% | 加碼 |
| Institutional & Family Asset Management, LLC | 135,745 | $507.4 萬 | 0.84% | +3,617+2.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 135,587 | $506.8 萬 | 0.42% | −344−0.3% | 減碼 |
| Salzhauer Michael | 134,992 | $504.6 萬 | 4.60% | −54,351−28.7% | 減碼 |
| Wolverine Asset Management LLC | 134,704 | $503.5 萬 | 0.09% | +1,477+1.1% | 加碼 |
| Caas Capital Management LP | 134,482 | $502.7 萬 | 1.63% | +58,961+78.1% | 加碼 |
| Estabrook Capital Management | 133,739 | $499.9 萬 | 0.87% | +1,534+1.2% | 加碼 |
| Metis Global Partners, LLC | 132,413 | $495.0 萬 | 0.32% | +44,406+50.5% | 加碼 |
| Laurion Capital Management LP | 131,856 | $492.9 萬 | 0.22% | −50,117−27.5% | 減碼 |
| Chesley Taft & Associates LLC | 130,925 | $489.4 萬 | 0.32% | +8,825+7.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 130,916 | $489.4 萬 | 0.19% | +815+0.6% | 加碼 |
| Owl Creek Asset Management, L.P. | 130,419 | $487.5 萬 | 0.39% | +130,419 | 新進 |
| Baxter Bros Inc | 129,585 | $484.4 萬 | 0.76% | −2,689−2.0% | 減碼 |
| Long Focus Capital Management, LLC | 128,900 | $481.8 萬 | 0.78% | +20,000+18.4% | 加碼 |
| Sit Investment Associates Inc | 128,900 | $481.8 萬 | 0.13% | −54,400−29.7% | 減碼 |
| Sicart Associates LLC | 128,808 | $481.5 萬 | 1.87% | −19,610−13.2% | 減碼 |
| Uncommon Cents Investing LLC | 128,759 | $481.3 萬 | 1.76% | +555+0.4% | 加碼 |
| tru Independence LLC | 128,229 | $479.3 萬 | 1.54% | −7,953−5.8% | 減碼 |
| Algebris (UK) Ltd | 127,065 | $476.4 萬 | 1.92% | −233,055−64.7% | 減碼 |
| Callan Family Office, LLC | 127,067 | $475.0 萬 | 1.15% | +127,067 | 新進 |
| Whittier Trust Co | 126,439 | $472.6 萬 | 0.09% | −11,769−8.5% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 125,566 | $469.4 萬 | 0.46% | −5,274−4.0% | 減碼 |
| Scion Asset Management, LLC | 125,000 | $467.3 萬 | 4.37% | +125,000 | 新進 |
| Acadian Asset Management LLC | 124,137 | $463.5 萬 | 0.02% | −40,255−24.5% | 減碼 |
| First National Bank of Omaha | 123,800 | $462.8 萬 | 0.28% | −1,702−1.4% | 減碼 |
| River & Mercantile Asset Management LLP | 123,899 | $462.7 萬 | 0.95% | −5,010−3.9% | 減碼 |
| Tower Bridge Advisors | 122,860 | $459.3 萬 | 0.38% | +105,635+613.3% | 加碼 |
| Perigon Wealth Management, LLC | 121,416 | $453.9 萬 | 0.26% | −469−0.4% | 減碼 |
| Tudor Investment Corp Et Al | 121,301 | $453.4 萬 | 0.09% | +121,301 | 新進 |
| Kovitz Investment Group Partners, LLC | 120,742 | $451.3 萬 | 0.08% | −19,369−13.8% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 120,296 | $449.7 萬 | 0.10% | +83,566+227.5% | 加碼 |
| Prospera Financial Services Inc | 120,232 | $449.5 萬 | 0.18% | +37,588+45.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 119,779 | $447.7 萬 | 0.11% | +350+0.3% | 加碼 |
| Virtu Financial LLC | 118,936 | $444.6 萬 | 0.47% | +58,981+98.4% | 加碼 |