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 |
|---|---|---|---|---|---|
| Keystone Wealth Services, LLC | 34,435 | $147.0 萬 | 0.55% | −73−0.2% | 減碼 |
| Bennett Selby Investments LP | 34,535 | $147.4 萬 | 0.85% | −75−0.2% | 減碼 |
| Avestar Capital, LLC | 34,656 | $147.9 萬 | 0.26% | −44−0.1% | 減碼 |
| Oarsman Capital, Inc. | 34,665 | $148.0 萬 | 0.65% | +5,866+20.4% | 加碼 |
| Summit Trail Advisors, LLC | 34,686 | $148.0 萬 | 0.06% | −31,990−48.0% | 減碼 |
| Alyeska Investment Group, L.P. | 34,707 | $148.1 萬 | 0.01% | −643,247−94.9% | 減碼 |
| Carret Asset Management, LLC | 34,730 | $148.2 萬 | 0.20% | −275−0.8% | 減碼 |
| Sepio Capital, LP | 34,766 | $148.4 萬 | 0.12% | −1,670−4.6% | 減碼 |
| Shay Capital LLC | 35,000 | $149.4 萬 | 0.53% | +35,000 | 新進 |
| Marotta Asset Management | 35,181 | $150.2 萬 | 0.33% | +35,181 | 新進 |
| Drive Wealth Management, LLC | 35,268 | $150.5 萬 | 0.56% | +3,940+12.6% | 加碼 |
| Empower Advisory Group, LLC | 35,326 | $150.8 萬 | 0.01% | +16,996+92.7% | 加碼 |
| Peak Asset Management, LLC | 35,377 | $151.0 萬 | 0.35% | +5,919+20.1% | 加碼 |
| Advisors Asset Management, Inc. | 35,400 | $151.1 萬 | 0.03% | −8,086−18.6% | 減碼 |
| Cove Street Capital, LLC | 35,500 | $151.5 萬 | 0.47% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 35,664 | $152.2 萬 | 0.05% | −4,609−11.4% | 減碼 |
| Naviter Wealth, LLC | 35,716 | $152.4 萬 | 0.39% | +3,264+10.1% | 加碼 |
| American Money Management, LLC | 35,816 | $152.9 萬 | 0.38% | −1,000−2.7% | 減碼 |
| Ancora Advisors, LLC | 36,205 | $154.5 萬 | 0.04% | +3,631+11.1% | 加碼 |
| One Capital Management, LLC | 36,397 | $155.3 萬 | 0.07% | −1,278−3.4% | 減碼 |
| Trinity Financial Advisors LLC | 36,472 | $155.7 萬 | 0.84% | +169+0.5% | 加碼 |
| Rocky Mountain Advisers, LLC | 41,675 | $155.8 萬 | 0.83% | 00.0% | 不變 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,559 | $156.0 萬 | 0.30% | +115+0.3% | 加碼 |
| Lincoln National Corp | 36,905 | $157.5 萬 | 0.03% | −285−0.8% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 37,281 | $159.1 萬 | 0.17% | −3,040−7.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 37,311 | $159.2 萬 | 0.02% | −3,666−8.9% | 減碼 |
| Jackson Hole Capital Partners, LLC | 37,366 | $159.5 萬 | 0.44% | −1,526−3.9% | 減碼 |
| Sendero Wealth Management, LLC | 37,435 | $159.8 萬 | 0.35% | +3,158+9.2% | 加碼 |
| Yarbrough Capital, LLC | 37,485 | $160.0 萬 | 0.09% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 37,600 | $160.5 萬 | 0.08% | −6,090−13.9% | 減碼 |
| 3Chopt Investment Partners, LLC | 37,670 | $160.8 萬 | 0.80% | −4,162−9.9% | 減碼 |
| NBT Bank N A | 37,810 | $161.4 萬 | 0.23% | −724−1.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 37,814 | $161.4 萬 | 0.06% | +913+2.5% | 加碼 |
| Alpha Cubed Investments, LLC | 37,835 | $161.5 萬 | 0.11% | −161,547−81.0% | 減碼 |
| Silvant Capital Management LLC | 37,903 | $161.8 萬 | 0.09% | −11,610−23.4% | 減碼 |
| Evercore Wealth Management, LLC | 37,960 | $162.0 萬 | 0.03% | −1,387−3.5% | 減碼 |
| Auxier Asset Management | 38,067 | $162.5 萬 | 0.27% | −1,800−4.5% | 減碼 |
| Miller Investment Management, LP | 38,182 | $163.0 萬 | 0.25% | 00.0% | 不變 |
| Choate Investment Advisors | 38,300 | $163.5 萬 | 0.07% | +2,103+5.8% | 加碼 |
| Andra AP-fonden | 38,300 | $163.5 萬 | 0.04% | +25,800+206.4% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 38,715 | $164.5 萬 | 0.83% | −29,840−43.5% | 減碼 |
| Stonegate Investment Group, LLC | 38,651 | $165.0 萬 | 0.06% | −2,231−5.5% | 減碼 |
| Cunning Capital Partners, LP | 0 | $165.1 萬 | 1.04% | −38,675−100.0% | 減碼 |
| SYSTM Wealth Solutions LLC | 38,701 | $165.2 萬 | 0.22% | +3,005+8.4% | 加碼 |
| Capital International Sarl | 39,093 | $166.8 萬 | 0.07% | 00.0% | 不變 |
| Chiron Capital Management, LLC | 39,201 | $167.3 萬 | 1.32% | +16,110+69.8% | 加碼 |
| CAPROCK Group, Inc. | 39,264 | $167.6 萬 | 0.12% | −1,689−4.1% | 減碼 |
| Triangle Securities Wealth Management | 39,342 | $167.9 萬 | 0.58% | −1,701−4.1% | 減碼 |
| Cohen Investment Advisors LLC | 39,400 | $168.2 萬 | 1.35% | −3,044−7.2% | 減碼 |
| Cullinan Associates Inc | 39,765 | $169.7 萬 | 0.09% | −250−0.6% | 減碼 |
| HRT Financial LP | 39,851 | $170.0 萬 | 0.02% | +39,851 | 新進 |
| Hedges Asset Management LLC | 40,100 | $171.1 萬 | 1.45% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 40,168 | $171.4 萬 | 0.11% | +1,581+4.1% | 加碼 |
| Walter & Keenan Financial Consulting Co | 40,336 | $172.2 萬 | 0.63% | −13,005−24.4% | 減碼 |
| True North Advisors, LLC | 40,466 | $172.7 萬 | 0.49% | −20,728−33.9% | 減碼 |
| Coppell Advisory Solutions LLC | 40,845 | $173.4 萬 | 0.51% | +4,063+11.0% | 加碼 |
| Portside Wealth Group, LLC | 40,862 | $174.4 萬 | 0.32% | +40,862 | 新進 |
| Pitcairn Co | 40,880 | $174.5 萬 | 0.15% | −6,561−13.8% | 減碼 |
| Private Asset Management Inc | 40,890 | $174.5 萬 | 0.34% | −9,406−18.7% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 41,343 | $174.7 萬 | 0.04% | −78,953−65.6% | 減碼 |
| Signaturefd, LLC | 40,963 | $174.8 萬 | 0.04% | +5,388+15.1% | 加碼 |
| Atlantic Union Bankshares Corp | 40,975 | $174.9 萬 | 0.17% | +25,570+166.0% | 加碼 |
| Meeder Advisory Services, Inc. | 41,089 | $175.4 萬 | 0.19% | −7,206−14.9% | 減碼 |
| Meridian Wealth Partners, LLC | 41,223 | $175.9 萬 | 0.36% | −207−0.5% | 減碼 |
| Eagle Rock Investment Company, LLC | 39,512 | $176.8 萬 | 0.38% | +1,580+4.2% | 加碼 |
| Quad-Cities Investment Group, LLC | 41,451 | $176.9 萬 | 1.15% | +34+0.1% | 加碼 |
| Heartland Advisors Inc | 41,641 | $177.7 萬 | 0.10% | +158+0.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 41,686 | $177.9 萬 | 0.04% | +21,852+110.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 41,812 | $178.5 萬 | 0.03% | −1,754−4.0% | 減碼 |
| Hyman Charles D | 41,885 | $178.8 萬 | 0.11% | −1,255−2.9% | 減碼 |
| Forum Financial Management, LP | 41,940 | $179.0 萬 | 0.04% | +1,021+2.5% | 加碼 |
| RSM US Wealth Management LLC | 42,217 | $180.2 萬 | 0.06% | −1,069−2.5% | 減碼 |
| Franklin Street Advisors Inc | 42,383 | $180.9 萬 | 0.15% | 00.0% | 不變 |
| Gs Investments, Inc. | 42,400 | $181.0 萬 | 0.99% | 00.0% | 不變 |
| Wesbanco Bank Inc | 43,535 | $185.9 萬 | 0.08% | −5,233−10.7% | 減碼 |
| Centaurus Financial, Inc. | 43,686 | $186.5 萬 | 0.16% | −5,721−11.6% | 減碼 |
| Round Hill Asset Management | 43,842 | $187.1 萬 | 1.16% | −315−0.7% | 減碼 |
| Crestwood Advisors Group LLC | 43,901 | $187.4 萬 | 0.06% | −2,667−5.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 44,435 | $189.6 萬 | 0.10% | +14,312+47.5% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 45,500 | $194.2 萬 | 0.30% | −285,000−86.2% | 減碼 |
| Cigna Investments Inc | 45,733 | $195.2 萬 | 0.36% | −828−1.8% | 減碼 |
| Global Retirement Partners, LLC | 45,756 | $195.3 萬 | 0.10% | +1,617+3.7% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $196.2 萬 | 1.06% | 00.0% | 不變 |
| Bank of Stockton | 46,141 | $196.9 萬 | 0.68% | −39−0.1% | 減碼 |
| Oppenheimer & Co Inc | 46,215 | $197.2 萬 | 0.04% | −3,007−6.1% | 減碼 |
| Haverford Trust Co | 46,661 | $199.1 萬 | 0.02% | −3,370−6.7% | 減碼 |
| Fosun International Ltd | 46,782 | $199.7 萬 | 0.28% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 46,869 | $200.0 萬 | 0.37% | +4,108+9.6% | 加碼 |
| Pavion Blue Capital, LLC | 46,990 | $200.6 萬 | 1.17% | +218+0.5% | 加碼 |
| Qtron Investments LLC | 47,094 | $201.0 萬 | 0.38% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 47,222 | $201.5 萬 | 0.10% | −695−1.5% | 減碼 |
| Smith, Salley & Associates | 47,329 | $202.0 萬 | 0.15% | +47,329 | 新進 |
| Trust Asset Management LLC | 47,346 | $202.1 萬 | 0.21% | 00.0% | 不變 |
| Mark Stevens | 47,371 | $202.2 萬 | 0.26% | +884+1.9% | 加碼 |
| Shell Asset Management Co | 47,375 | $202.2 萬 | 0.08% | −19,403−29.1% | 減碼 |
| Profund Advisors LLC | 47,449 | $202.5 萬 | 0.11% | −2,736−5.5% | 減碼 |
| Somerset Group LLC | 47,629 | $203.3 萬 | 1.70% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 47,708 | $203.6 萬 | 0.25% | +165+0.3% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 47,724 | $203.7 萬 | 0.60% | +3,874+8.8% | 加碼 |
| Foster Group, Inc. | 47,842 | $204.2 萬 | 0.12% | +829+1.8% | 加碼 |