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 |
|---|---|---|---|---|---|
| Boothe Investment Group, Inc. | 118,714 | $443.8 萬 | 2.36% | +15,121+14.6% | 加碼 |
| Thompson Investment Management, Inc. | 117,169 | $438.0 萬 | 0.74% | +2,964+2.6% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 116,909 | $437.0 萬 | 0.57% | +8,700+8.0% | 加碼 |
| Harvest Portfolios Group Inc. | 116,542 | $435.6 萬 | 0.21% | +27,296+30.6% | 加碼 |
| Advisor Partners II, LLC | 115,502 | $431.7 萬 | 0.24% | +14,919+14.8% | 加碼 |
| TD Private Client Wealth LLC | 115,463 | $431.6 萬 | 0.19% | +4,402+4.0% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 428,305 | $431.5 萬 | 0.63% | +357,571+505.5% | 加碼 |
| PFG Advisors | 114,617 | $428.4 萬 | 0.36% | +237+0.2% | 加碼 |
| Chartwell Investment Partners, LLC | 113,750 | $425.2 萬 | 0.16% | −13,310−10.5% | 減碼 |
| MSD Partners, L.P. | 112,325 | $419.9 萬 | 0.42% | 00.0% | 不變 |
| Empirical Finance, LLC | 109,657 | $409.9 萬 | 0.38% | +4,759+4.5% | 加碼 |
| Empowered Funds, LLC | 109,569 | $409.6 萬 | 0.24% | +438+0.4% | 加碼 |
| Aldebaran Capital, LLC | 108,614 | $406.0 萬 | 4.15% | −300.0% | 減碼 |
| Vestcor Inc | 108,550 | $405.8 萬 | 0.15% | −80,422−42.6% | 減碼 |
| Hutchinson Capital Management | 107,634 | $402.3 萬 | 1.04% | +120.0% | 加碼 |
| Teza Capital Management LLC | 107,522 | $401.9 萬 | 0.87% | +37,671+53.9% | 加碼 |
| Avantax Advisory Services, Inc. | 106,799 | $399.2 萬 | 0.05% | −2,687−2.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 106,173 | $396.9 萬 | 0.54% | +106,173 | 新進 |
| NWF Advisory Services Inc. | 92,394 | $394.3 萬 | 0.91% | +92,394 | 新進 |
| Hoey Investments, Inc | 104,917 | $392.2 萬 | 1.55% | +23,450+28.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 104,379 | $390.2 萬 | 0.34% | −3,826−3.5% | 減碼 |
| Winslow Asset Management Inc | 103,930 | $388.5 萬 | 0.91% | +948+0.9% | 加碼 |
| Clear Harbor Asset Management, LLC | 103,909 | $388.4 萬 | 0.40% | −17,920−14.7% | 減碼 |
| King Luther Capital Management Corp | 103,646 | $387.4 萬 | 0.02% | −5,955−5.4% | 減碼 |
| NBW Capital LLC | 103,335 | $386.3 萬 | 0.94% | +48,972+90.1% | 加碼 |
| Barr E S & Co | 102,351 | $382.6 萬 | 0.32% | −1,350−1.3% | 減碼 |
| Dorchester Wealth Management Co | 102,198 | $382.0 萬 | 0.79% | +1,685+1.7% | 加碼 |
| Unison Asset Management LLC | 102,022 | $381.4 萬 | 2.89% | +140.0% | 加碼 |
| Hoertkorn Richard Charles | 101,590 | $379.7 萬 | 1.96% | −100−0.1% | 減碼 |
| Alerus Financial NA | 100,921 | $377.2 萬 | 0.34% | +3,682+3.8% | 加碼 |
| California First Leasing Corp | 100,400 | $375.3 萬 | 2.51% | 00.0% | 不變 |
| RBF Capital, LLC | 100,000 | $373.8 萬 | 0.27% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 99,938 | $373.6 萬 | 0.08% | +38,575+62.9% | 加碼 |
| Level Four Advisory Services, LLC | 99,887 | $373.4 萬 | 0.24% | −702−0.7% | 減碼 |
| Integrated Wealth Concepts LLC | 99,758 | $372.9 萬 | 0.08% | +64,772+185.1% | 加碼 |
| Bahl & Gaynor Inc | 99,706 | $372.7 萬 | 0.02% | −1,571−1.6% | 減碼 |
| Madison Asset Management, LLC | 99,302 | $371.2 萬 | 0.06% | +11,323+12.9% | 加碼 |
| Imprint Wealth LLC | 98,777 | $369.2 萬 | 2.43% | +98,777 | 新進 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 98,693 | $368.9 萬 | 0.43% | −4,300−4.2% | 減碼 |
| Sowell Financial Services LLC | 98,135 | $366.8 萬 | 0.28% | −53,883−35.4% | 減碼 |
| Ieq Capital, LLC | 97,328 | $363.8 萬 | 0.08% | −24,501−20.1% | 減碼 |
| Assenagon Asset Management S.A. | 95,779 | $358.0 萬 | 0.01% | −1,012−1.0% | 減碼 |
| Apexium Financial, LP | 95,542 | $357.1 萬 | 0.35% | +20.0% | 加碼 |
| Brookmont Capital Management | 95,032 | $355.2 萬 | 2.23% | +480+0.5% | 加碼 |
| Concentric Wealth Management, LLC | 93,133 | $348.1 萬 | 1.15% | +1,266+1.4% | 加碼 |
| Vontobel Holding Ltd. | 92,988 | $347.6 萬 | 0.03% | −78,458−45.8% | 減碼 |
| Fragasso Group Inc. | 92,406 | $345.4 萬 | 0.39% | −69,283−42.8% | 減碼 |
| PEAK6 Investments LLC | 92,350 | $345.2 萬 | 0.22% | −11,066−10.7% | 減碼 |
| Western Financial Corp | 91,206 | $340.9 萬 | 2.43% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 90,900 | $339.8 萬 | 0.16% | 00.0% | 不變 |
| Portman Square Capital LLP | 90,536 | $338.4 萬 | 0.85% | +54,236+149.4% | 加碼 |
| Cutler Group LP | 90,282 | $337.4 萬 | 0.53% | +77,834+625.3% | 加碼 |
| Cornercap Investment Counsel Inc | 89,814 | $335.7 萬 | 0.59% | +579+0.6% | 加碼 |
| Mill Capital Management, LLC | 89,585 | $334.9 萬 | 0.34% | 00.0% | 不變 |
| Altrafin AG | 89,390 | $334.1 萬 | 1.64% | +4,727+5.6% | 加碼 |
| Factorial Partners, LLC | 89,300 | $333.8 萬 | 2.51% | +10,600+13.5% | 加碼 |
| Vinva Investment Management Ltd | 88,884 | $332.2 萬 | 0.28% | +88,884 | 新進 |
| Kerrisdale Advisers, LLC | 88,821 | $332.0 萬 | 0.98% | +5,369+6.4% | 加碼 |
| Wedbush Securities Inc | 88,831 | $332.0 萬 | 0.17% | +459+0.5% | 加碼 |
| Banque Cantonale Vaudoise | 88,818 | $331.9 萬 | 0.16% | −4,755−5.1% | 減碼 |
| Elgethun Capital Management | 86,966 | $330.4 萬 | 1.05% | −7,778−8.2% | 減碼 |
| Gifford Fong Associates | 88,052 | $329.1 萬 | 0.87% | 00.0% | 不變 |
| Cetera Advisors LLC | 87,475 | $327.0 萬 | 0.05% | +11,296+14.8% | 加碼 |
| Richard Bernstein Advisors LLC | 87,160 | $325.8 萬 | 0.07% | 00.0% | 不變 |
| Advisory Services Network, LLC | 86,947 | $325.0 萬 | 0.09% | −10,638−10.9% | 減碼 |
| Regions Financial Corp | 86,733 | $324.2 萬 | 0.03% | +458+0.5% | 加碼 |
| Wesleyan Assurance Society | 86,500 | $323.0 萬 | 0.37% | 00.0% | 不變 |
| Independent Advisor Alliance | 86,300 | $322.6 萬 | 0.16% | −3,680−4.1% | 減碼 |
| Bard Financial Services, Inc. | 86,195 | $322.2 萬 | 0.26% | −4,420−4.9% | 減碼 |
| MAI Capital Management | 85,860 | $320.9 萬 | 0.05% | −1,870−2.1% | 減碼 |
| RFG Advisory, LLC | 85,544 | $319.8 萬 | 0.16% | −298−0.3% | 減碼 |
| United Services Automobile Association | 85,521 | $319.7 萬 | 0.10% | −54,444−38.9% | 減碼 |
| Woodward Diversified Capital, LLC | 85,513 | $319.6 萬 | 2.51% | +226+0.3% | 加碼 |
| McGinn Investment Management, Inc. | 85,512 | $319.6 萬 | 2.43% | −21,479−20.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 85,084 | $318.0 萬 | 0.05% | −7,170−7.8% | 減碼 |
| Sigma Planning Corp | 85,031 | $317.8 萬 | 0.11% | −753−0.9% | 減碼 |
| National Asset Management, Inc. | 85,245 | $317.1 萬 | 0.08% | −4,741−5.3% | 減碼 |
| Alberta Investment Management Corp | 84,800 | $317.0 萬 | 0.03% | −115,200−57.6% | 減碼 |
| Bouvel Investment Partners, LLC | 83,141 | $310.8 萬 | 1.82% | −236−0.3% | 減碼 |
| Twin Capital Management Inc | 82,808 | $309.5 萬 | 0.42% | −11,457−12.2% | 減碼 |
| Guardian Capital Advisors LP | 78,963 | $309.5 萬 | 0.36% | −9,160−10.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 82,631 | $308.9 萬 | 0.01% | +52,917+178.1% | 加碼 |
| Connable Office Inc | 82,587 | $308.7 萬 | 0.45% | −294−0.4% | 減碼 |
| Peapack Gladstone Financial Corp | 81,624 | $305.1 萬 | 0.06% | −667−0.8% | 減碼 |
| Cipher Capital LP | 81,415 | $304.3 萬 | 0.56% | −10,953−11.9% | 減碼 |
| Tiaa, FSB | 81,073 | $303.1 萬 | 0.01% | −5,753−6.6% | 減碼 |
| Continental Advisors LLC | 80,402 | $300.5 萬 | 2.77% | +24,000+42.6% | 加碼 |
| Weik Capital Management | 79,993 | $299.0 萬 | 1.37% | −125−0.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 79,980 | $299.0 萬 | 0.04% | +37,341+87.6% | 加碼 |
| Brinker Capital Investments, LLC | 79,980 | $299.0 萬 | 0.04% | +41,485+107.8% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 79,749 | $298.1 萬 | 0.70% | +1,538+2.0% | 加碼 |
| Asio Capital, LLC | 79,150 | $295.9 萬 | 0.77% | −26,209−24.9% | 減碼 |
| Cynosure Management, LLC | 78,995 | $295.3 萬 | 4.46% | −89,112−53.0% | 減碼 |
| Schnieders Capital Management LLC | 78,890 | $294.9 萬 | 0.66% | +5,625+7.7% | 加碼 |
| Culbertson A N & Co Inc | 78,602 | $293.8 萬 | 0.60% | +2,065+2.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 78,529 | $293.5 萬 | 0.08% | +2,866+3.8% | 加碼 |
| Cresset Asset Management, LLC | 78,145 | $292.1 萬 | 0.06% | −753−1.0% | 減碼 |
| Bradley Foster & Sargent Inc | 77,608 | $290.1 萬 | 0.07% | +880+1.1% | 加碼 |
| One River Asset Management, LLC | 77,480 | $289.6 萬 | 2.14% | +26,452+51.8% | 加碼 |
| Mission Wealth Management, LP | 77,435 | $289.5 萬 | 0.12% | +3,419+4.6% | 加碼 |