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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 39,000 | $145.8 萬 | 0.09% | −10,275−20.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 38,834 | $145.2 萬 | 0.20% | −1,228−3.1% | 減碼 |
| ICA Group Wealth Management, LLC | 38,758 | $144.9 萬 | 0.35% | −343−0.9% | 減碼 |
| Cunning Capital Partners, LP | 38,675 | $144.6 萬 | 0.99% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 38,587 | $144.2 萬 | 0.10% | −176−0.5% | 減碼 |
| NBT Bank N A | 38,534 | $144.0 萬 | 0.21% | −1,805−4.5% | 減碼 |
| Miller Investment Management, LP | 38,182 | $142.7 萬 | 0.24% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 37,932 | $141.8 萬 | 0.33% | 00.0% | 不變 |
| One Capital Management, LLC | 37,675 | $140.8 萬 | 0.07% | +1,020+2.8% | 加碼 |
| Yarbrough Capital, LLC | 37,485 | $140.1 萬 | 0.11% | 00.0% | 不變 |
| Bridges Investment Management Inc | 37,476 | $140.1 萬 | 0.05% | −137,954−78.6% | 減碼 |
| CM Wealth Advisors LLC | 35,283 | $139.2 萬 | 0.27% | +35,283 | 新進 |
| Selway Asset Management | 37,200 | $139.1 萬 | 0.67% | +18,400+97.9% | 加碼 |
| Lincoln National Corp | 37,190 | $139.0 萬 | 0.03% | −3,907−9.5% | 減碼 |
| We Are One Seven, LLC | 37,080 | $138.6 萬 | 0.09% | −115−0.3% | 減碼 |
| Iams Wealth Management, LLC | 36,862 | $138.0 萬 | 1.15% | +16,201+78.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 36,901 | $137.9 萬 | 0.06% | +1,554+4.4% | 加碼 |
| Coppell Advisory Solutions LLC | 36,782 | $137.8 萬 | 0.47% | +7,105+23.9% | 加碼 |
| Coppell Advisory Solutions Corp. | 36,782 | $137.8 萬 | 0.47% | +7,105+23.9% | 加碼 |
| American Money Management, LLC | 36,816 | $137.6 萬 | 0.37% | −2,566−6.5% | 減碼 |
| Columbus Macro, LLC | 36,129 | $137.4 萬 | 0.51% | +191+0.5% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,444 | $136.2 萬 | 0.27% | +79+0.2% | 加碼 |
| Sepio Capital, LP | 36,436 | $136.2 萬 | 0.13% | −3,418−8.6% | 減碼 |
| Trinity Financial Advisors LLC | 36,303 | $135.7 萬 | 0.83% | +446+1.2% | 加碼 |
| Choate Investment Advisors | 36,197 | $135.3 萬 | 0.07% | +266+0.7% | 加碼 |
| MYDA Advisors LLC | 36,000 | $134.6 萬 | 0.57% | +36,000 | 新進 |
| Private Trust Co NA | 35,881 | $134.1 萬 | 0.18% | −464−1.3% | 減碼 |
| Kula Investments, LLC | 35,725 | $133.5 萬 | 0.33% | −1,390−3.7% | 減碼 |
| SYSTM Wealth Solutions LLC | 35,696 | $133.4 萬 | 0.21% | −18,533−34.2% | 減碼 |
| Ronald Blue Trust, Inc. | 32,288 | $133.3 萬 | 0.02% | −784−2.4% | 減碼 |
| Clarius Group, LLC | 35,656 | $133.3 萬 | 0.11% | +5,736+19.2% | 加碼 |
| Signaturefd, LLC | 35,575 | $133.0 萬 | 0.04% | +1,226+3.6% | 加碼 |
| Neville Rodie & Shaw Inc | 35,552 | $132.9 萬 | 0.12% | −500−1.4% | 減碼 |
| Cove Street Capital, LLC | 35,500 | $132.7 萬 | 0.40% | −5,300−13.0% | 減碼 |
| United Fire Group Inc | 35,086 | $131.2 萬 | 0.82% | 00.0% | 不變 |
| Carret Asset Management, LLC | 35,005 | $130.8 萬 | 0.18% | +480+1.4% | 加碼 |
| Chemistry Wealth Management LLC | 34,925 | $130.5 萬 | 0.45% | −995−2.8% | 減碼 |
| Axq Capital, LP | 34,900 | $130.5 萬 | 0.52% | +34,900 | 新進 |
| Compagnie Lombard Odier SCmA | 34,759 | $129.9 萬 | 0.03% | −3,830−9.9% | 減碼 |
| Conning Inc. | 34,706 | $129.7 萬 | 0.04% | −104−0.3% | 減碼 |
| Country Club Bank | 34,705 | $129.7 萬 | 0.11% | +438+1.3% | 加碼 |
| Joel Isaacson & Co., LLC | 34,704 | $129.7 萬 | 0.09% | +6,874+24.7% | 加碼 |
| Avestar Capital, LLC | 34,700 | $129.7 萬 | 0.26% | −6,241−15.2% | 減碼 |
| Bennett Selby Investments LP | 34,610 | $129.4 萬 | 0.85% | −344−1.0% | 減碼 |
| Ritholtz Wealth Management | 34,587 | $129.3 萬 | 0.06% | −6,159−15.1% | 減碼 |
| Keystone Wealth Services, LLC | 34,508 | $129.0 萬 | 0.53% | −23−0.1% | 減碼 |
| Siemens Fonds Invest GmbH | 34,387 | $128.5 萬 | 0.13% | −4,881−12.4% | 減碼 |
| Northwest Capital Management Inc | 34,373 | $128.5 萬 | 0.62% | −473−1.4% | 減碼 |
| Sendero Wealth Management, LLC | 34,277 | $128.1 萬 | 0.39% | −3,910−10.2% | 減碼 |
| Gotham Asset Management, LLC | 34,082 | $127.4 萬 | 0.03% | −1,317−3.7% | 減碼 |
| Abner Herrman & Brock LLC | 34,040 | $127.2 萬 | 0.19% | +20,434+150.2% | 加碼 |
| Circle Wealth Management, LLC | 33,884 | $126.7 萬 | 0.18% | −2,348−6.5% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 33,834 | $126.5 萬 | 0.81% | −707−2.0% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 33,733 | $126.1 萬 | 0.11% | +3,048+9.9% | 加碼 |
| Diversified Trust Co | 33,718 | $126.0 萬 | 0.05% | −436−1.3% | 減碼 |
| Coldstream Capital Management Inc | 33,340 | $124.6 萬 | 0.04% | −2,460−6.9% | 減碼 |
| Mystic Asset Management, Inc. | 32,892 | $123.0 萬 | 0.68% | −429−1.3% | 減碼 |
| Applied Capital LLC | 32,804 | $122.6 萬 | 1.22% | −944−2.8% | 減碼 |
| Balentine LLC | 32,736 | $122.4 萬 | 0.04% | −7,427−18.5% | 減碼 |
| Continuum Advisory, LLC | 32,691 | $122.2 萬 | 0.21% | −541−1.6% | 減碼 |
| 44 Wealth Management LLC | 32,641 | $122.0 萬 | 0.41% | +1,094+3.5% | 加碼 |
| Duff & Phelps Investment Management Co | 32,640 | $122.0 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 32,574 | $121.8 萬 | 0.03% | +2,764+9.3% | 加碼 |
| Naviter Wealth, LLC | 32,452 | $121.3 萬 | 0.42% | +818+2.6% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 32,303 | $120.7 萬 | 0.09% | −195−0.6% | 減碼 |
| Sterneck Capital Management, LLC | 32,249 | $120.5 萬 | 0.76% | +92+0.3% | 加碼 |
| Vista Investment Management | 32,205 | $120.4 萬 | 0.64% | +1,826+6.0% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $120.4 萬 | 0.47% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 32,158 | $120.2 萬 | 0.15% | +293+0.9% | 加碼 |
| Lodestar Private Asset Management LLC | 32,081 | $119.9 萬 | 0.21% | +7,000+27.9% | 加碼 |
| Foresight Global Investors, Inc. | 32,063 | $119.9 萬 | 0.86% | +32,063 | 新進 |
| AF Advisors, Inc. | 32,040 | $119.8 萬 | 0.46% | 00.0% | 不變 |
| DFPG Investments, LLC | 31,938 | $119.4 萬 | 0.13% | +12,713+66.1% | 加碼 |
| Johnson Financial Group, Inc. | 31,893 | $119.2 萬 | 0.08% | +2,669+9.1% | 加碼 |
| Smith Shellnut Wilson LLC | 31,856 | $119.1 萬 | 0.72% | 00.0% | 不變 |
| Hendershot Investments Inc. | 31,820 | $118.9 萬 | 0.20% | −9,971−23.9% | 減碼 |
| Marco Investment Management LLC | 31,798 | $118.9 萬 | 0.13% | +2,500+8.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 31,715 | $118.6 萬 | 0.24% | +4,424+16.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 31,644 | $118.3 萬 | 0.05% | −1,389−4.2% | 減碼 |
| Parallel Advisors, LLC | 31,597 | $118.1 萬 | 0.04% | −1,781−5.3% | 減碼 |
| Granite Investment Partners, LLC | 31,587 | $118.1 萬 | 0.05% | −32,997−51.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 31,584 | $118.1 萬 | 0.01% | −446−1.4% | 減碼 |
| Founders Financial Securities LLC | 31,331 | $117.1 萬 | 0.17% | +317+1.0% | 加碼 |
| Drive Wealth Management, LLC | 31,328 | $117.1 萬 | 0.49% | +1,050+3.5% | 加碼 |
| Brighton Jones LLC | 31,024 | $116.0 萬 | 0.07% | +315+1.0% | 加碼 |
| Everett Harris & Co | 30,925 | $115.6 萬 | 0.02% | −174−0.6% | 減碼 |
| Grimes & Company, Inc. | 30,905 | $115.5 萬 | 0.05% | +50+0.2% | 加碼 |
| Chicago Partners Investment Group LLC | 27,838 | $115.4 萬 | 0.07% | +2,331+9.1% | 加碼 |
| Scott & Selber, Inc. | 30,527 | $114.1 萬 | 0.49% | +57+0.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 30,436 | $113.8 萬 | 0.04% | −1,277−4.0% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $113.6 萬 | 0.09% | 00.0% | 不變 |
| Massachusetts Wealth Management | 30,385 | $113.6 萬 | 1.17% | −100−0.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 30,344 | $113.4 萬 | 0.19% | +14,722+94.2% | 加碼 |
| Shelton Wealth Management, LLC | 30,259 | $113.1 萬 | 0.92% | +74+0.2% | 加碼 |
| Meridian Investment Counsel Inc. | 30,241 | $113.0 萬 | 0.43% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 30,123 | $112.6 萬 | 0.07% | +12,223+68.3% | 加碼 |
| Carlson Capital Management | 30,031 | $112.3 萬 | 0.07% | +2,964+11.0% | 加碼 |
| Affinity Investment Advisors, LLC | 29,973 | $112.0 萬 | 0.60% | −36,876−55.2% | 減碼 |
| Lee Financial Co | 29,906 | $111.8 萬 | 0.19% | −4,259−12.5% | 減碼 |
| Fidelis Capital Partners, LLC | 29,300 | $111.2 萬 | 0.47% | +29,300 | 新進 |