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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 20,753 | $88.5 萬 | 0.12% | +1,651+8.6% | 加碼 |
| Ronald Blue Trust, Inc. | 23,792 | $88.9 萬 | 0.01% | −8,496−26.3% | 減碼 |
| Busey Wealth Management | 20,855 | $89.0 萬 | 0.04% | +14+0.1% | 加碼 |
| IHT Wealth Management, LLC | 20,948 | $89.4 萬 | 0.05% | +1,680+8.7% | 加碼 |
| Tobam | 21,048 | $89.8 萬 | 0.07% | −90.0% | 減碼 |
| Bridges Investment Management Inc | 21,102 | $90.1 萬 | 0.03% | −16,374−43.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 21,125 | $90.2 萬 | 0.09% | +1,359+6.9% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 21,132 | $90.2 萬 | 0.07% | +162+0.8% | 加碼 |
| Massmutual Trust Co FSB | 21,193 | $90.5 萬 | 0.03% | +2,467+13.2% | 加碼 |
| Lindbrook Capital, LLC | 21,204 | $90.5 萬 | 0.10% | +12,204+135.6% | 加碼 |
| Kennedy Investment Group | 21,226 | $90.6 萬 | 0.53% | −34−0.2% | 減碼 |
| AlphaStar Capital Management, LLC | 21,255 | $90.7 萬 | 0.10% | −27,116−56.1% | 減碼 |
| Seneca Financial Advisors LLC | 21,273 | $90.8 萬 | 0.60% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 21,326 | $91.0 萬 | 0.07% | −189,877−89.9% | 減碼 |
| Harbour Investments, Inc. | 21,368 | $91.2 萬 | 0.05% | +483+2.3% | 加碼 |
| Western Wealth Management, LLC | 21,493 | $91.7 萬 | 0.08% | +893+4.3% | 加碼 |
| Sompo Asset Management Co., Ltd. | 21,580 | $92.1 萬 | 0.17% | −53,670−71.3% | 減碼 |
| Avantax Planning Partners, Inc. | 21,588 | $92.1 萬 | 0.04% | −4,489−17.2% | 減碼 |
| Wunderlich Capital Managemnt | 21,636 | $92.3 萬 | 0.45% | +17,433+414.8% | 加碼 |
| Private Management Group Inc | 21,660 | $92.4 萬 | 0.04% | −200−0.9% | 減碼 |
| Pioneer Trust Bank N A | 21,665 | $92.5 萬 | 0.27% | −735−3.3% | 減碼 |
| Great Lakes Retirement, Inc. | 21,720 | $92.7 萬 | 0.16% | +136+0.6% | 加碼 |
| Van Leeuwen & Company, LLC | 21,377 | $92.8 萬 | 0.58% | −642−2.9% | 減碼 |
| WealthPLAN Partners, LLC | 21,802 | $93.1 萬 | 0.13% | −883−3.9% | 減碼 |
| Fulton Bank, N.A. | 21,968 | $93.8 萬 | 0.05% | −1,314−5.6% | 減碼 |
| Ruffer LLP | 22,000 | $93.9 萬 | 0.05% | 00.0% | 不變 |
| Excalibur Management Corp | 22,028 | $94.0 萬 | 0.48% | −20−0.1% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 22,138 | $94.5 萬 | 0.10% | +158+0.7% | 加碼 |
| Westmount Partners, LLC | 22,166 | $94.6 萬 | 0.41% | −472−2.1% | 減碼 |
| GFS Advisors, LLC | 22,208 | $94.8 萬 | 0.21% | +458+2.1% | 加碼 |
| Lake Street Advisors Group, LLC | 22,224 | $94.9 萬 | 0.05% | +2,598+13.2% | 加碼 |
| Laurel Wealth Advisors LLC | 22,237 | $94.9 萬 | 0.19% | +1,291+6.2% | 加碼 |
| Argus Investors' Counsel, Inc. | 22,274 | $95.1 萬 | 0.66% | +209+0.9% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 22,294 | $95.2 萬 | 0.13% | +426+1.9% | 加碼 |
| Rossmore Private Capital | 22,474 | $95.9 萬 | 0.14% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 22,547 | $96.2 萬 | 0.55% | +29+0.1% | 加碼 |
| Salem Investment Counselors Inc | 22,711 | $96.9 萬 | 0.04% | −377−1.6% | 減碼 |
| Lazari Capital Management, Inc. | 22,758 | $97.1 萬 | 0.55% | +22,758 | 新進 |
| Compagnie Lombard Odier SCmA | 22,802 | $97.3 萬 | 0.03% | −11,957−34.4% | 減碼 |
| Pflug Koory, LLC | 22,819 | $97.4 萬 | 0.50% | −160−0.7% | 減碼 |
| Sunbelt Securities, Inc. | 22,841 | $97.5 萬 | 0.14% | +127+0.6% | 加碼 |
| Evergreen Capital Management LLC | 22,866 | $97.6 萬 | 0.04% | −236−1.0% | 減碼 |
| Investors Asset Management of Georgia Inc | 22,882 | $97.7 萬 | 0.50% | +327+1.4% | 加碼 |
| Sweeney & Michel, LLC | 22,025 | $98.0 萬 | 0.50% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 23,005 | $98.2 萬 | 0.26% | +5,175+29.0% | 加碼 |
| RNC Capital Management LLC | 23,034 | $98.3 萬 | 0.05% | −6,014−20.7% | 減碼 |
| Pacific Center for Financial Services | 23,107 | $98.6 萬 | 0.32% | −253−1.1% | 減碼 |
| Boit C F David | 23,163 | $98.9 萬 | 0.66% | −3,000−11.5% | 減碼 |
| Hamilton Capital Partners Inc. | 23,200 | $99.0 萬 | 0.36% | 00.0% | 不變 |
| Portman Square Capital LLP | 23,216 | $99.1 萬 | 0.17% | −67,320−74.4% | 減碼 |
| Congress Wealth Management LLC | 23,237 | $99.2 萬 | 0.02% | −311−1.3% | 減碼 |
| Davidson Trust Co | 23,338 | $99.6 萬 | 0.72% | −41−0.2% | 減碼 |
| Cercano Management LLC | 23,474 | $100.2 萬 | 0.03% | +23,474 | 新進 |
| Traverso Chambers Private Wealth Management, LLC | 23,499 | $100.3 萬 | 0.26% | −276−1.2% | 減碼 |
| GFG Capital, LLC | 23,548 | $100.5 萬 | 0.19% | −53−0.2% | 減碼 |
| Insigneo Advisory Services, LLC | 23,555 | $100.5 萬 | 0.19% | +7,204+44.1% | 加碼 |
| Washington Trust Co | 23,804 | $101.6 萬 | 0.04% | +58+0.2% | 加碼 |
| GHP Investment Advisors, Inc. | 23,245 | $101.6 萬 | 0.06% | +3,204+16.0% | 加碼 |
| Sawyer & Company, Inc | 23,855 | $101.8 萬 | 0.47% | −110−0.5% | 減碼 |
| First Bank & Trust | 23,900 | $102.0 萬 | 0.26% | +233+1.0% | 加碼 |
| Insight Advisors, LLC | 23,926 | $102.1 萬 | 0.23% | −166−0.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 23,971 | $102.3 萬 | 0.02% | −2,415−9.2% | 減碼 |
| AIA Group Ltd | 24,000 | $102.4 萬 | 0.05% | −15,503−39.2% | 減碼 |
| Miracle Mile Advisors, LLC | 24,041 | $102.6 萬 | 0.03% | +1,100+4.8% | 加碼 |
| Icon Wealth Partners, LLC | 24,064 | $102.7 萬 | 0.11% | +17,611+272.9% | 加碼 |
| Affinity Investment Advisors, LLC | 24,111 | $102.9 萬 | 0.60% | −5,862−19.6% | 減碼 |
| Ramiah Investment Group | 24,156 | $103.1 萬 | 1.01% | +24,156 | 新進 |
| Cutler Group LP | 24,210 | $103.3 萬 | 0.24% | −66,072−73.2% | 減碼 |
| Murphy Pohlad Asset Management LLC | 24,270 | $103.6 萬 | 0.45% | +1,055+4.5% | 加碼 |
| Buffington Mohr McNeal | 24,283 | $103.6 萬 | 0.22% | 00.0% | 不變 |
| Martin & Co Inc | 24,339 | $103.9 萬 | 0.26% | −1,112−4.4% | 減碼 |
| Voya Financial Advisors, Inc. | 24,473 | $103.9 萬 | 0.12% | −91−0.4% | 減碼 |
| PEAK6 Investments LLC | 24,371 | $104.0 萬 | 0.09% | −67,979−73.6% | 減碼 |
| Tealwood Asset Management Inc | 24,390 | $104.1 萬 | 0.51% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 24,393 | $104.1 萬 | 0.04% | −2,147−8.1% | 減碼 |
| Modera Wealth Management, LLC | 24,463 | $104.4 萬 | 0.02% | +14,595+147.9% | 加碼 |
| Goodwin Daniel L | 24,500 | $104.6 萬 | 0.50% | −1,500−5.8% | 減碼 |
| Argent Advisors, Inc. | 24,581 | $104.9 萬 | 0.48% | +494+2.1% | 加碼 |
| First Horizon Advisors, Inc. | 24,588 | $104.9 萬 | 0.04% | −1,543−5.9% | 減碼 |
| Cadinha & Co LLC | 24,596 | $105.0 萬 | 0.19% | +124+0.5% | 加碼 |
| Quadrant Capital Group LLC | 24,660 | $105.3 萬 | 0.10% | −2,167−8.1% | 減碼 |
| First City Capital Management, Inc. | 24,739 | $105.6 萬 | 0.62% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 24,741 | $105.6 萬 | 0.02% | −3,610−12.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 24,905 | $106.3 萬 | 0.02% | −100−0.4% | 減碼 |
| Bartlett & Co. LLC | 24,905 | $106.3 萬 | 0.02% | −100−0.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 24,939 | $106.4 萬 | 0.10% | −96−0.4% | 減碼 |
| Gotham Asset Management, LLC | 25,048 | $106.9 萬 | 0.02% | −9,034−26.5% | 減碼 |
| Wrapmanager Inc | 25,102 | $107.1 萬 | 0.33% | −1,796−6.7% | 減碼 |
| Courier Capital LLC | 25,237 | $107.7 萬 | 0.08% | −548−2.1% | 減碼 |
| Valley National Advisers Inc | 25,337 | $108.2 萬 | 0.18% | −1,095−4.1% | 減碼 |
| Triumph Capital Management | 25,446 | $108.6 萬 | 0.49% | +5,133+25.3% | 加碼 |
| TRUE Private Wealth Advisors | 25,481 | $108.8 萬 | 0.16% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 25,557 | $109.1 萬 | 0.71% | −300−1.2% | 減碼 |
| LJI Wealth Management, LLC | 25,838 | $110.3 萬 | 0.32% | −887−3.3% | 減碼 |
| Spire Wealth Management | 25,918 | $110.6 萬 | 0.04% | −2,129−7.6% | 減碼 |
| Vident Investment Advisory, LLC | 26,109 | $111.4 萬 | 0.04% | +576+2.3% | 加碼 |
| Meiji Yasuda Life Insurance Co | 26,093 | $111.4 萬 | 0.03% | +1,850+7.6% | 加碼 |
| Thomasville National Bank | 26,141 | $111.6 萬 | 0.11% | +80+0.3% | 加碼 |
| Lodestar Private Asset Management LLC | 26,242 | $112.0 萬 | 0.19% | −5,839−18.2% | 減碼 |
| Aspiriant, LLC | 26,255 | $112.1 萬 | 0.06% | +168+0.6% | 加碼 |