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 |
|---|---|---|---|---|---|
| Easterly Investment Partners LLC | 77,320 | $289.0 萬 | 0.26% | −350.0% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $287.8 萬 | 0.44% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 76,755 | $286.9 萬 | 0.29% | −834−1.1% | 減碼 |
| Bridgeway Capital Management, LLC | 76,508 | $286.0 萬 | 0.08% | −673−0.9% | 減碼 |
| Stephens Inc | 76,404 | $285.6 萬 | 0.05% | +6,069+8.6% | 加碼 |
| Huntington National Bank | 76,395 | $285.6 萬 | 0.03% | −465−0.6% | 減碼 |
| Aspen Grove Capital, LLC | 76,127 | $284.6 萬 | 1.24% | −3,040−3.8% | 減碼 |
| Bessemer Group Inc | 75,351 | $281.6 萬 | 0.01% | −2,374−3.1% | 減碼 |
| Sompo Asset Management Co., Ltd. | 75,250 | $281.3 萬 | 0.59% | −3,870−4.9% | 減碼 |
| Cna Financial Corp | 75,000 | $280.4 萬 | 1.69% | +75,000 | 新進 |
| Lawson Kroeker Investment Management Inc | 74,919 | $280.0 萬 | 0.63% | +68,944+1,153.9% | 加碼 |
| ARGA Investment Management, LP | 74,909 | $280.0 萬 | 0.10% | −5,025−6.3% | 減碼 |
| Savant Capital, LLC | 74,823 | $279.7 萬 | 0.05% | +12,503+20.1% | 加碼 |
| HighMark Wealth Management LLC | 74,742 | $279.4 萬 | 2.18% | +13,650+22.3% | 加碼 |
| Investment Management of Virginia LLC | 74,694 | $279.2 萬 | 0.53% | +3,082+4.3% | 加碼 |
| Synovus Financial Corp | 74,352 | $277.9 萬 | 0.03% | −1,153−1.5% | 減碼 |
| Welch & Forbes LLC | 73,300 | $274.0 萬 | 0.05% | −814−1.1% | 減碼 |
| Boston Private Wealth LLC | 72,767 | $272.0 萬 | 0.04% | −3,781−4.9% | 減碼 |
| World Equity Group, Inc. | 49,797 | $271.1 萬 | 0.46% | +49,797 | 新進 |
| Bell & Brown Wealth Advisors, LLC | 72,395 | $270.6 萬 | 1.44% | −25,443−26.0% | 減碼 |
| Fiduciary Trust Co | 72,356 | $270.5 萬 | 0.05% | −10,621−12.8% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 71,992 | $269.1 萬 | 0.19% | +9,449+15.1% | 加碼 |
| Montag A & Associates Inc | 71,660 | $267.9 萬 | 0.18% | −15,098−17.4% | 減碼 |
| Transcend Wealth Collective, LLC | 71,436 | $267.0 萬 | 0.28% | +1,788+2.6% | 加碼 |
| Pinnacle Financial Partners Inc | 71,358 | $266.7 萬 | 0.07% | +293+0.4% | 加碼 |
| Pinnacle Bancorp, Inc. | 71,086 | $265.7 萬 | 0.98% | +562+0.8% | 加碼 |
| Gladius Capital Management LP | 70,700 | $264.3 萬 | 0.81% | +57,620+440.5% | 加碼 |
| Karpas Strategies, LLC | 70,327 | $262.9 萬 | 0.93% | +247+0.4% | 加碼 |
| Moors & Cabot, Inc. | 70,153 | $262.2 萬 | 0.18% | +3,228+4.8% | 加碼 |
| Moody National Bank Trust Division | 69,678 | $260.5 萬 | 0.22% | −59−0.1% | 減碼 |
| Lee Danner & Bass Inc | 69,024 | $258.0 萬 | 0.24% | −750−1.1% | 減碼 |
| Burney Co | 68,921 | $257.6 萬 | 0.13% | −1,169−1.7% | 減碼 |
| SWS Partners | 68,118 | $254.6 萬 | 0.95% | −2,265−3.2% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 68,555 | $254.0 萬 | 1.06% | −64,454−48.5% | 減碼 |
| Argent Trust Co | 67,901 | $253.8 萬 | 0.16% | +3,902+6.1% | 加碼 |
| Sawtooth Solutions, LLC | 67,779 | $253.4 萬 | 0.07% | +38,840+134.2% | 加碼 |
| Credit Agricole S A | 67,462 | $252.2 萬 | 0.11% | −13,299−16.5% | 減碼 |
| Williams Jones Wealth Management, LLC. | 67,023 | $250.5 萬 | 0.04% | +1,388+2.1% | 加碼 |
| Shell Asset Management Co | 66,778 | $249.6 萬 | 0.10% | +175+0.3% | 加碼 |
| Summit Trail Advisors, LLC | 66,676 | $249.2 萬 | 0.10% | +46,046+223.2% | 加碼 |
| InterOcean Capital Group, LLC | 66,361 | $248.1 萬 | 0.08% | +30,409+84.6% | 加碼 |
| RMB Capital Management, LLC | 66,270 | $247.7 萬 | 0.09% | −10.0% | 減碼 |
| S&CO Inc | 66,003 | $246.7 萬 | 0.21% | 00.0% | 不變 |
| Merit Financial Group, LLC | 65,634 | $245.3 萬 | 0.09% | −6,586−9.1% | 減碼 |
| Perkins Coie Trust Co | 65,166 | $243.6 萬 | 0.73% | +1,041+1.6% | 加碼 |
| Greenleaf Trust | 64,955 | $242.8 萬 | 0.03% | +6,400+10.9% | 加碼 |
| Horizon Investments, LLC | 65,277 | $242.1 萬 | 0.07% | +3,704+6.0% | 加碼 |
| FDx Advisors, Inc. | 58,557 | $241.8 萬 | 0.11% | 00.0% | 不變 |
| Shelton Capital Management | 64,555 | $241.3 萬 | 0.10% | +38,055+143.6% | 加碼 |
| Parcion Private Wealth LLC | 64,117 | $239.7 萬 | 0.25% | +53+0.1% | 加碼 |
| Brown Brothers Harriman & Co | 64,079 | $239.5 萬 | 0.02% | −2,710−4.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 64,020 | $239.3 萬 | 0.10% | +10,397+19.4% | 加碼 |
| Ergoteles LLC | 63,760 | $238.3 萬 | 0.09% | −33,854−34.7% | 減碼 |
| Toroso Investments, LLC | 63,300 | $236.6 萬 | 0.08% | +3,546+5.9% | 加碼 |
| Pathstone Family Office, LLC | 67,726 | $235.7 萬 | 0.04% | −33,303−33.0% | 減碼 |
| Verdence Capital Advisors LLC | 62,161 | $232.4 萬 | 0.28% | +4,246+7.3% | 加碼 |
| Lowe Brockenbrough & Co Inc | 62,140 | $232.3 萬 | 0.19% | −2,800−4.3% | 減碼 |
| Goelzer Investment Management, Inc. | 61,815 | $231.1 萬 | 0.20% | −19,129−23.6% | 減碼 |
| IMS Capital Management | 61,568 | $230.1 萬 | 1.37% | −665−1.1% | 減碼 |
| True North Advisors, LLC | 61,194 | $228.7 萬 | 0.68% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 61,157 | $228.6 萬 | 0.07% | −2,078−3.3% | 減碼 |
| Argyle Capital Management Inc. | 60,793 | $227.2 萬 | 0.80% | +2,640+4.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 60,588 | $226.5 萬 | 0.10% | −2,264−3.6% | 減碼 |
| Logan Capital Management Inc | 60,535 | $226.3 萬 | 0.11% | +2,964+5.1% | 加碼 |
| Veritable, L.P. | 59,575 | $222.7 萬 | 0.04% | +2,084+3.6% | 加碼 |
| Bleakley Financial Group, LLC | 59,252 | $221.5 萬 | 0.07% | −1,922−3.1% | 減碼 |
| Robinson Value Management, Ltd. | 58,839 | $219.9 萬 | 1.69% | −458−0.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 58,485 | $218.6 萬 | 0.06% | −64,259−52.4% | 減碼 |
| XTX Topco Ltd | 58,372 | $218.2 萬 | 0.46% | +1,887+3.3% | 加碼 |
| Kingsview Wealth Management, LLC | 58,207 | $217.6 萬 | 0.09% | −1,597−2.7% | 減碼 |
| Sumitomo Life Insurance Co | 58,022 | $216.9 萬 | 0.18% | +18,362+46.3% | 加碼 |
| Allworth Financial LP | 57,647 | $215.5 萬 | 0.02% | −1,367−2.3% | 減碼 |
| Focus Financial Network, Inc. | 57,573 | $215.2 萬 | 0.13% | +278+0.5% | 加碼 |
| London Co of Virginia | 57,331 | $214.3 萬 | 0.01% | +5,773+11.2% | 加碼 |
| Valeo Financial Advisors, LLC | 57,212 | $213.9 萬 | 0.10% | −2,754−4.6% | 減碼 |
| Stonebridge Capital Advisors LLC | 57,195 | $213.8 萬 | 0.24% | −50−0.1% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 57,030 | $213.2 萬 | 0.03% | −10,875−16.0% | 減碼 |
| Cooke & Bieler LP | 56,902 | $212.7 萬 | 0.02% | −50,150−46.8% | 減碼 |
| Mount Yale Investment Advisors, LLC | 56,838 | $212.5 萬 | 0.24% | +14,303+33.6% | 加碼 |
| Kanawha Capital Management LLC | 56,670 | $211.8 萬 | 0.20% | −4,683−7.6% | 減碼 |
| Quantinno Capital Management LP | 56,428 | $210.9 萬 | 0.14% | +4,505+8.7% | 加碼 |
| Wetherby Asset Management Inc | 56,226 | $210.2 萬 | 0.12% | −2,379−4.1% | 減碼 |
| Veriti Management LLC | 55,931 | $209.1 萬 | 0.25% | −917−1.6% | 減碼 |
| SOL Capital Management CO | 55,368 | $207.0 萬 | 0.34% | −200−0.4% | 減碼 |
| Pictet Bank & Trust Ltd | 55,335 | $206.8 萬 | 1.44% | −18,158−24.7% | 減碼 |
| Mitchell Sinkler & Starr | 55,125 | $206.1 萬 | 0.61% | 00.0% | 不變 |
| Winton Group Ltd | 55,071 | $205.9 萬 | 0.13% | +55,071 | 新進 |
| Snowden Capital Advisors LLC | 54,971 | $205.5 萬 | 0.08% | −4,442−7.5% | 減碼 |
| Oldfather Financial Services, LLC | 54,790 | $204.8 萬 | 1.06% | +20,003+57.5% | 加碼 |
| IFP Advisors, Inc | 42,427 | $204.8 萬 | 0.10% | −18,340−30.2% | 減碼 |
| Legato Capital Management LLC | 54,661 | $204.3 萬 | 0.37% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 53,710 | $200.7 萬 | 0.02% | −205−0.4% | 減碼 |
| WCG Wealth Advisors LLC | 53,587 | $200.3 萬 | 0.26% | +2,087+4.1% | 加碼 |
| Walter & Keenan Financial Consulting Co | 53,341 | $199.4 萬 | 0.76% | −766−1.4% | 減碼 |
| Winning Points Advisors, LLC | 53,006 | $198.4 萬 | 2.39% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 52,923 | $197.8 萬 | 0.05% | +4,652+9.6% | 加碼 |
| LGT Group Foundation | 52,689 | $197.0 萬 | 0.06% | +3,600+7.3% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 52,330 | $195.6 萬 | 0.03% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 52,145 | $194.9 萬 | 0.25% | +5,669+12.2% | 加碼 |
| KG&L Capital Management,LLC | 52,025 | $194.5 萬 | 1.02% | +4,890+10.4% | 加碼 |