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 2 季 13F 持有人
Wells Fargo & Company 在 2023/6/30 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
- 1,996
- 較 2023 年第 1 季 +15 家
- 持有股數
- 27.1 億
- 較 2023 年第 1 季 −5,736 萬 (−2.1%)
- 總市值
- $1,154 億
- 較 2023 年第 1 季 +$119.1 億 (+11.5%)
- 新進機構
- 162
- 另有 633 家加碼
- 清倉機構
- 147
- 另有 909 家減碼
另有 12 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 16,417 | $70.1 萬 | 0.20% | −374−2.2% | 減碼 |
| JFS Wealth Advisors, LLC | 16,464 | $70.3 萬 | 0.06% | +29+0.2% | 加碼 |
| Lantz Financial LLC | 16,483 | $70.3 萬 | 0.28% | +908+5.8% | 加碼 |
| Cito Capital Group, LLC | 16,503 | $70.4 萬 | 0.32% | 00.0% | 不變 |
| Prudent Man Advisors, LLC | 16,648 | $71.1 萬 | 0.27% | −85−0.5% | 減碼 |
| Cascade Investment Advisors, Inc. | 16,694 | $71.3 萬 | 0.53% | +94+0.6% | 加碼 |
| Boltwood Capital Management | 16,700 | $71.3 萬 | 0.26% | −2,000−10.7% | 減碼 |
| Heartland Bank & Trust Co | 16,716 | $71.3 萬 | 0.56% | −1,574−8.6% | 減碼 |
| GM Advisory Group, Inc. | 16,975 | $72.4 萬 | 0.06% | +51+0.3% | 加碼 |
| Mainstay Capital Management LLC | 16,977 | $72.5 萬 | 0.13% | +550+3.3% | 加碼 |
| Essex Savings Bank | 17,041 | $72.7 萬 | 0.24% | +61+0.4% | 加碼 |
| Dakota Wealth Management | 17,058 | $72.8 萬 | 0.03% | +100+0.6% | 加碼 |
| Cypress Wealth Services, LLC | 16,361 | $73.2 萬 | 0.19% | +2,218+15.7% | 加碼 |
| Chicago Capital, LLC | 17,169 | $73.3 萬 | 0.03% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 17,189 | $73.4 萬 | 0.33% | −1,338−7.2% | 減碼 |
| Arkadios Wealth Advisors | 17,226 | $73.5 萬 | 0.09% | +223+1.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 17,242 | $73.6 萬 | 0.05% | +5,647+48.7% | 加碼 |
| Lipe & Dalton | 17,300 | $73.8 萬 | 0.42% | −300−1.7% | 減碼 |
| Cumberland Advisors Inc | 17,300 | $73.8 萬 | 0.34% | 00.0% | 不變 |
| Intrua Financial, LLC | 17,398 | $74.3 萬 | 0.13% | +6,619+61.4% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 17,527 | $74.4 萬 | 0.05% | −42−0.2% | 減碼 |
| Ethic Inc. | 17,438 | $74.4 萬 | 0.03% | +1,969+12.7% | 加碼 |
| Intrinsic Value Partners, LLC | 17,445 | $74.5 萬 | 0.94% | −60−0.3% | 減碼 |
| PKO Investment Management Joint-Stock Co | 17,479 | $74.6 萬 | 0.09% | +17,479 | 新進 |
| Comerica Securities,inc. | 17,523 | $74.8 萬 | 0.05% | −2,912−14.3% | 減碼 |
| IVC Wealth Advisors LLC | 17,553 | $74.9 萬 | 0.47% | +3,092+21.4% | 加碼 |
| Palisade Asset Management, LLC | 17,631 | $75.2 萬 | 0.09% | −514−2.8% | 減碼 |
| Sittner & Nelson, LLC | 17,664 | $75.4 萬 | 0.41% | −506−2.8% | 減碼 |
| Delap Wealth Advisory, LLC | 17,731 | $75.7 萬 | 0.74% | −619−3.4% | 減碼 |
| Essex Financial Services, Inc. | 17,794 | $75.9 萬 | 0.09% | +166+0.9% | 加碼 |
| Greatmark Investment Partners, Inc. | 17,808 | $76.0 萬 | 0.13% | −310,869−94.6% | 減碼 |
| Principle Wealth Partners LLC | 17,822 | $76.1 萬 | 0.08% | −533−2.9% | 減碼 |
| LMCG Investments, LLC | 17,880 | $76.3 萬 | 0.05% | −728−3.9% | 減碼 |
| North Star Investment Management Corp. | 17,880 | $76.3 萬 | 0.06% | +21+0.1% | 加碼 |
| Summit Financial Group Inc | 17,885 | $76.3 萬 | 0.30% | 00.0% | 不變 |
| XML Financial, LLC | 17,920 | $76.5 萬 | 0.09% | +273+1.5% | 加碼 |
| ZWJ Investment Counsel Inc | 17,934 | $76.5 萬 | 0.04% | 00.0% | 不變 |
| Wharton Business Group, LLC | 18,000 | $76.8 萬 | 0.05% | +200+1.1% | 加碼 |
| Barbara Oil Co. | 18,000 | $76.8 萬 | 0.35% | 00.0% | 不變 |
| WP Advisors, LLC | 18,018 | $76.9 萬 | 0.31% | −531−2.9% | 減碼 |
| Source Financial Advisors LLC | 18,073 | $77.1 萬 | 0.25% | −4,784−20.9% | 減碼 |
| Regents of the University of California | 18,106 | $77.3 萬 | 0.10% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 18,187 | $77.6 萬 | 0.02% | +18,187 | 新進 |
| Great Valley Advisor Group, Inc. | 18,322 | $78.2 萬 | 0.03% | +1,509+9.0% | 加碼 |
| HBK Sorce Advisory LLC | 18,330 | $78.2 萬 | 0.03% | +1,151+6.7% | 加碼 |
| Deseret Mutual Benefit Administrators | 18,341 | $78.3 萬 | 0.30% | +82+0.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 18,434 | $78.7 萬 | 0.09% | −481−2.5% | 減碼 |
| Lebenthal Global Advisors, LLC | 18,552 | $79.2 萬 | 0.23% | +18,552 | 新進 |
| Accredited Investors Inc. | 18,566 | $79.2 萬 | 0.06% | −28−0.2% | 減碼 |
| Lafayette Investments, Inc. | 18,645 | $79.6 萬 | 0.21% | −1,000−5.1% | 減碼 |
| 1st Source Bank | 18,669 | $79.7 萬 | 0.05% | −493−2.6% | 減碼 |
| Independent Financial Group, LLC | 18,674 | $79.7 萬 | 0.05% | −5,534−22.9% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,682 | $79.7 萬 | 0.50% | −119−0.6% | 減碼 |
| Greenup Street Wealth Management LLC | 18,709 | $79.8 萬 | 0.22% | −325−1.7% | 減碼 |
| CenterStar Asset Management, LLC | 18,728 | $80.1 萬 | 0.73% | +18,728 | 新進 |
| Northern Oak Wealth Management Inc | 18,762 | $80.1 萬 | 0.10% | +493+2.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 18,919 | $80.7 萬 | 0.07% | +3,460+22.4% | 加碼 |
| Boothbay Fund Management, LLC | 19,016 | $81.2 萬 | 0.03% | +5,127+36.9% | 加碼 |
| Stratos Wealth Advisors, LLC | 19,020 | $81.2 萬 | 0.06% | +204+1.1% | 加碼 |
| Triad Investment Management | 19,036 | $81.2 萬 | 1.13% | 00.0% | 不變 |
| VELA Investment Management, LLC | 19,088 | $81.5 萬 | 0.38% | 00.0% | 不變 |
| Annandale Capital, LLC | 19,093 | $81.5 萬 | 0.24% | +87+0.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 19,153 | $81.7 萬 | 0.24% | −96−0.5% | 減碼 |
| Appleton Partners Inc | 19,162 | $81.8 萬 | 0.07% | −2,992−13.5% | 減碼 |
| Longfellow Investment Management Co LLC | 19,209 | $82.0 萬 | 0.19% | +19,209 | 新進 |
| Csenge Advisory Group | 19,226 | $82.1 萬 | 0.06% | +704+3.8% | 加碼 |
| DMG Group, LLC | 19,240 | $82.1 萬 | 0.82% | −405−2.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 19,272 | $82.3 萬 | 0.05% | −31,165−61.8% | 減碼 |
| Stewart & Patten Co LLC | 19,420 | $82.9 萬 | 0.14% | −626−3.1% | 減碼 |
| Perennial Advisors, LLC | 19,420 | $82.9 萬 | 0.21% | +19,420 | 新進 |
| AdvisorNet Financial, Inc | 19,427 | $82.9 萬 | 0.07% | +2,139+12.4% | 加碼 |
| Sentry LLC | 19,434 | $82.9 萬 | 0.18% | −250−1.3% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 19,542 | $83.4 萬 | 1.06% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 19,550 | $83.4 萬 | 0.00% | +1,673+9.4% | 加碼 |
| CX Institutional | 19,563 | $83.5 萬 | 0.04% | +11,377+139.0% | 加碼 |
| Main Street Research LLC | 19,615 | $83.7 萬 | 0.13% | +226+1.2% | 加碼 |
| Brookstone Capital Management | 19,577 | $83.7 萬 | 0.02% | +1,290+7.1% | 加碼 |
| Castle Rock Wealth Management, LLC | 19,500 | $84.3 萬 | 0.29% | −26−0.1% | 減碼 |
| Ballentine Partners, LLC | 19,798 | $84.5 萬 | 0.02% | +3,778+23.6% | 加碼 |
| RIA Advisory Group LLC | 19,922 | $85.0 萬 | 0.37% | −694−3.4% | 減碼 |
| First National Trust Co | 19,968 | $85.2 萬 | 0.04% | −43−0.2% | 減碼 |
| Golden State Equity Partners | 19,991 | $85.3 萬 | 0.24% | −4,813−19.4% | 減碼 |
| Harbor Advisors LLC | 20,000 | $85.4 萬 | 0.18% | 00.0% | 不變 |
| First National Bank Sioux Falls | 20,074 | $85.7 萬 | 0.54% | −1,594−7.4% | 減碼 |
| Bremer Bank National Association | 20,106 | $85.8 萬 | 0.16% | 00.0% | 不變 |
| Private Wealth Group, LLC | 20,112 | $85.8 萬 | 0.88% | 00.0% | 不變 |
| Investors Research Corp | 20,211 | $86.3 萬 | 0.22% | 00.0% | 不變 |
| American State Bank (Iowa) | 20,211 | $86.3 萬 | 0.60% | +290+1.5% | 加碼 |
| LS Investment Advisors, LLC | 20,213 | $86.3 萬 | 0.15% | 00.0% | 不變 |
| Colony Group LLC | 20,228 | $86.3 萬 | 0.01% | −2,374−10.5% | 減碼 |
| Bristlecone Advisors, LLC | 20,233 | $86.4 萬 | 0.09% | +200+1.0% | 加碼 |
| Mutual Advisors, LLC | 20,247 | $86.4 萬 | 0.03% | +383+1.9% | 加碼 |
| Financial Counselors Inc | 20,258 | $86.5 萬 | 0.02% | −1,805−8.2% | 減碼 |
| Caldwell Trust Co | 20,330 | $86.8 萬 | 0.11% | −62−0.3% | 減碼 |
| Telos Capital Management, Inc. | 20,391 | $87.0 萬 | 0.12% | −3,000−12.8% | 減碼 |
| Sage Rhino Capital LLC | 20,494 | $87.5 萬 | 0.24% | −1,813−8.1% | 減碼 |
| London & Capital Asset Management Ltd | 20,506 | $87.5 萬 | 0.09% | +20,506 | 新進 |
| Diligent Investors, LLC | 20,601 | $87.9 萬 | 0.26% | +5,263+34.3% | 加碼 |
| BLB&B Advisors, LLC | 20,608 | $88.0 萬 | 0.06% | −563−2.7% | 減碼 |
| Aspire Private Capital, LLC | 20,674 | $88.2 萬 | 0.28% | +35+0.2% | 加碼 |