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 2,882 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 | 2,882 | $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 |
|---|---|---|---|---|---|
| Hoese & Co LLP | 2,374 | $10.1 萬 | 0.10% | 00.0% | 不變 |
| DB Wealth Management Group, LLC | 2,410 | $10.3 萬 | 0.06% | 00.0% | 不變 |
| Colonial Trust Co | 2,414 | $10.3 萬 | 0.02% | +207+9.4% | 加碼 |
| Larson Financial Group LLC | 2,460 | $10.5 萬 | 0.01% | −493−16.7% | 減碼 |
| Asset Dedication, LLC | 2,499 | $10.6 萬 | 0.01% | −4,146−62.4% | 減碼 |
| Capital Analysts, LLC | 2,488 | $10.6 萬 | 0.01% | +100+4.2% | 加碼 |
| First Personal Financial Services | 2,489 | $10.6 萬 | 0.03% | 00.0% | 不變 |
| Islay Capital Management, LLC | 2,500 | $10.7 萬 | 0.09% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 2,504 | $10.7 萬 | 0.05% | +1,770+241.1% | 加碼 |
| Nemes Rush Group LLC | 2,510 | $10.7 萬 | 0.02% | +2,510 | 新進 |
| Acima Private Wealth, LLC | 2,572 | $11.0 萬 | 0.05% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 2,593 | $11.1 萬 | 0.01% | +197+8.2% | 加碼 |
| Mizuho Securities Co. Ltd. | 2,600 | $11.1 萬 | 0.25% | +2,600 | 新進 |
| Missouri Trust & Investment Co | 2,605 | $11.1 萬 | 0.06% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 2,661 | $11.4 萬 | 0.12% | −35−1.3% | 減碼 |
| Glen Eagle Advisors, LLC | 2,724 | $11.6 萬 | 0.03% | +14+0.5% | 加碼 |
| O'Dell Group, LLC | 2,726 | $11.6 萬 | 0.03% | +2,726 | 新進 |
| Clear Investment Research, LLC | 2,734 | $11.7 萬 | 0.20% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 2,864 | $12.2 萬 | 0.02% | +278+10.8% | 加碼 |
| Acropolis Investment Management, LLC | 2,971 | $12.7 萬 | 0.01% | +9+0.3% | 加碼 |
| Capital Advisors, Ltd. LLC | 2,988 | $12.8 萬 | 0.02% | +2,058+221.3% | 加碼 |
| Rosenberg Matthew Hamilton | 3,014 | $12.9 萬 | 0.04% | −451−13.0% | 減碼 |
| Grove Bank & Trust | 3,014 | $12.9 萬 | 0.03% | −299−9.0% | 減碼 |
| Eagle Bay Advisors LLC | 3,034 | $12.9 萬 | 0.07% | −594−16.4% | 減碼 |
| SRS Capital Advisors, Inc. | 3,061 | $13.1 萬 | 0.02% | +8+0.3% | 加碼 |
| Atlantic Trust, LLC | 3,081 | $13.1 萬 | 0.04% | +2,970+2,675.7% | 加碼 |
| Cherry Tree Wealth Management, LLC | 3,108 | $13.3 萬 | 0.04% | +3,108 | 新進 |
| Standard Family Office LLC | 3,140 | $13.4 萬 | 0.23% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 3,161 | $13.5 萬 | 0.03% | +656+26.2% | 加碼 |
| American National Bank | 3,163 | $13.5 萬 | 0.02% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 3,169 | $13.5 萬 | 0.08% | 00.0% | 不變 |
| West Paces Advisors Inc. | 3,185 | $13.6 萬 | 0.04% | +800+33.5% | 加碼 |
| Venturi Wealth Management, LLC | 3,200 | $13.7 萬 | 0.01% | −1,972−38.1% | 減碼 |
| Exchange Traded Concepts, LLC | 3,330 | $14.2 萬 | 0.00% | −450−11.9% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 3,334 | $14.2 萬 | 0.06% | −300−8.3% | 減碼 |
| Pittenger & Anderson Inc | 3,335 | $14.2 萬 | 0.01% | +1,200+56.2% | 加碼 |
| Creative Financial Designs Inc | 3,370 | $14.4 萬 | 0.02% | +13+0.4% | 加碼 |
| Boyd Watterson Asset Management LLC | 3,482 | $14.9 萬 | 0.06% | 00.0% | 不變 |
| Spartan Fund Management Inc. | 3,547 | $15.1 萬 | 0.07% | 00.0% | 不變 |
| Trust Co | 3,625 | $15.5 萬 | 0.02% | −319−8.1% | 減碼 |
| Covestor Ltd | 3,617 | $15.5 萬 | 0.12% | −858−19.2% | 減碼 |
| Column Capital Advisors, LLC | 3,729 | $15.9 萬 | 0.02% | 00.0% | 不變 |
| Tompkins Financial Corp | 3,820 | $16.3 萬 | 0.03% | 00.0% | 不變 |
| Rock Creek Group, LP | 3,825 | $16.3 萬 | 0.02% | −15−0.4% | 減碼 |
| Carolinas Wealth Consulting LLC | 3,882 | $16.6 萬 | 0.03% | −692−15.1% | 減碼 |
| Bangor Savings Bank | 3,923 | $16.7 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 3,935 | $16.8 萬 | 0.04% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 3,991 | $17.0 萬 | 0.04% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 3,995 | $17.1 萬 | 0.04% | +2,866+253.9% | 加碼 |
| Hall Laurie J Trustee | 4,007 | $17.1 萬 | 0.07% | −235−5.5% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 4,012 | $17.2 萬 | 0.13% | −400−9.1% | 減碼 |
| JJJ Advisors Inc. | 4,041 | $17.2 萬 | 0.05% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 4,072 | $17.4 萬 | 0.00% | −93−2.2% | 減碼 |
| Community Bank, N.A. | 4,125 | $17.6 萬 | 0.02% | 00.0% | 不變 |
| Hills Bank & Trust Co | 4,200 | $17.9 萬 | 0.02% | −348−7.7% | 減碼 |
| Register Financial Advisors LLC | 4,217 | $18.0 萬 | 0.13% | −64−1.5% | 減碼 |
| Crewe Advisors LLC | 4,236 | $18.1 萬 | 0.03% | −791−15.7% | 減碼 |
| First Pacific Financial | 4,249 | $18.1 萬 | 0.08% | +4,249 | 新進 |
| Centennial Bank | 4,395 | $18.8 萬 | 0.13% | −6,528−59.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 4,421 | $18.9 萬 | 0.00% | +216+5.1% | 加碼 |
| Farther Finance Advisors, LLC | 4,438 | $18.9 萬 | 0.04% | +816+22.5% | 加碼 |
| Newbridge Financial Services Group, Inc. | 4,443 | $19.0 萬 | 0.09% | −263−5.6% | 減碼 |
| ICA Group Wealth Management, LLC | 4,551 | $19.4 萬 | 0.05% | −34,207−88.3% | 減碼 |
| Boston Family Office LLC | 4,698 | $20.0 萬 | 0.02% | +4,698 | 新進 |
| Benedetti & Gucer, Inc. | 4,693 | $20.0 萬 | 0.10% | +4,693 | 新進 |
| Alliance Wealth Advisors, LLC | 4,705 | $20.1 萬 | 0.07% | +4,705 | 新進 |
| Resonant Capital Advisors, LLC | 4,712 | $20.1 萬 | 0.02% | +4,712 | 新進 |
| Amarillo National Bank | 4,715 | $20.1 萬 | 0.04% | +4,715 | 新進 |
| First County Bank | 4,720 | $20.1 萬 | 0.10% | +4,720 | 新進 |
| MMBG Investment Advisors Co. | 4,980 | $20.2 萬 | 0.02% | +4,980 | 新進 |
| Petrus Trust Company, LTA | 4,740 | $20.2 萬 | 0.02% | +4,740 | 新進 |
| Washington Trust Advisors, Inc. | 4,750 | $20.3 萬 | 0.02% | −523−9.9% | 減碼 |
| Engineers Gate Manager LP | 4,758 | $20.3 萬 | 0.01% | −38,800−89.1% | 減碼 |
| Consolidated Planning Corp | 4,765 | $20.3 萬 | 0.04% | +4,765 | 新進 |
| Heron Financial Group, LLC | 4,774 | $20.4 萬 | 0.11% | +4,774 | 新進 |
| PSI Advisors, LLC | 4,779 | $20.4 萬 | 0.09% | −68−1.4% | 減碼 |
| Atomi Financial Group, Inc. | 4,799 | $20.5 萬 | 0.09% | +4,799 | 新進 |
| CTC Alternative Strategies, Ltd. | 4,800 | $20.5 萬 | 0.25% | +4,800 | 新進 |
| Intelligence Driven Advisers, LLC | 4,782 | $20.5 萬 | 0.04% | −2,014−29.6% | 減碼 |
| Eagle Harbor Asset Management Inc | 4,812 | $20.5 萬 | 0.27% | +4,812 | 新進 |
| Vista Private Wealth Partners. LLC | 4,728 | $20.6 萬 | 0.09% | +4,728 | 新進 |
| Aptus Capital Advisors, LLC | 4,832 | $20.6 萬 | 0.01% | +4,832 | 新進 |
| First Command Bank | 4,847 | $20.7 萬 | 0.02% | −65−1.3% | 減碼 |
| First Command Financial Services, Inc. | 4,847 | $20.7 萬 | 0.02% | −65−1.3% | 減碼 |
| Hayek Kallen Investment Management | 4,860 | $20.7 萬 | 0.09% | +4,860 | 新進 |
| Samalin Investment Counsel, LLC | 4,853 | $20.7 萬 | 0.11% | +4,853 | 新進 |
| Lodestone Wealth Management LLC | 4,866 | $20.8 萬 | 0.14% | +4,866 | 新進 |
| Tempus Wealth Planning, LLC | 4,873 | $20.8 萬 | 0.09% | +4,873 | 新進 |
| Grandfield & Dodd, LLC | 4,878 | $20.8 萬 | 0.01% | +4,878 | 新進 |
| Advus Financial Partners, LLC | 4,880 | $20.8 萬 | 0.08% | +4,880 | 新進 |
| Clear Street Markets LLC | 4,904 | $20.9 萬 | 0.09% | −2,571−34.4% | 減碼 |
| WoodTrust Financial Corp | 4,901 | $20.9 萬 | 0.04% | +4,901 | 新進 |
| Green Square Capital Advisors LLC | 4,902 | $20.9 萬 | 0.03% | +4,902 | 新進 |
| Amplius Wealth Advisors, LLC | 4,910 | $21.0 萬 | 0.03% | +4,910 | 新進 |
| McAdam, LLC | 4,914 | $21.0 萬 | 0.02% | +4,914 | 新進 |
| Principal Street Partners, LLC | 4,938 | $21.1 萬 | 0.05% | +4,938 | 新進 |
| Gabelli & Co Investment Advisers, Inc. | 4,940 | $21.1 萬 | 0.04% | +4,940 | 新進 |
| Mayflower Financial Advisors, LLC | 4,942 | $21.1 萬 | 0.03% | +4,942 | 新進 |
| Affinity Capital Advisors, LLC | 4,943 | $21.1 萬 | 0.06% | +4,943 | 新進 |
| Cornerstone Wealth Advisors, Inc. | 4,949 | $21.1 萬 | 0.07% | +4,949 | 新進 |