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 |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 5,977 | $25.4 萬 | 0.01% | +1,317+28.3% | 加碼 |
| Angeles Investment Advisors, LLC | 5,983 | $25.5 萬 | 0.02% | −827−12.1% | 減碼 |
| Woodstock Corp | 5,984 | $25.5 萬 | 0.03% | −1,000−14.3% | 減碼 |
| Nations Financial Group Inc, | 5,993 | $25.6 萬 | 0.03% | +59+1.0% | 加碼 |
| Tucker Asset Management LLC | 5,994 | $25.6 萬 | 0.07% | −341−5.4% | 減碼 |
| Fenimore Asset Management Inc | 6,000 | $25.6 萬 | 0.01% | 00.0% | 不變 |
| Josh Arnold Investment Consultant, LLC | 6,000 | $25.6 萬 | 0.25% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 6,002 | $25.6 萬 | 0.06% | −590−9.0% | 減碼 |
| Wallace Capital Management Inc. | 6,010 | $25.7 萬 | 0.04% | 00.0% | 不變 |
| Bernardo Wealth Planning LLC | 6,027 | $25.7 萬 | 0.10% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 6,052 | $25.8 萬 | 0.01% | −37−0.6% | 減碼 |
| SeaBridge Investment Advisors LLC | 6,045 | $25.8 萬 | 0.08% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 6,060 | $25.9 萬 | 0.20% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 6,063 | $25.9 萬 | 0.04% | +6,063 | 新進 |
| CVA Family Office, LLC | 6,076 | $25.9 萬 | 0.05% | −2,389−28.2% | 減碼 |
| Black Maple Capital Management LP | 6,100 | $26.0 萬 | 0.30% | −2,000−24.7% | 減碼 |
| Riverbridge Partners LLC | 6,100 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| Baron Wealth Management LLC | 6,118 | $26.1 萬 | 0.17% | +571+10.3% | 加碼 |
| Glassman Wealth Services | 6,127 | $26.1 萬 | 0.04% | −91−1.5% | 減碼 |
| Seven Mile Advisory | 6,159 | $26.3 萬 | 0.31% | +6,159 | 新進 |
| Colonial Trust Advisors | 6,181 | $26.4 萬 | 0.03% | −631−9.3% | 減碼 |
| Trustmark National Bank Trust Department | 6,199 | $26.5 萬 | 0.02% | 00.0% | 不變 |
| Ullmann Financial Group, Inc. | 6,208 | $26.5 萬 | 0.05% | −95−1.5% | 減碼 |
| E Fund Management Co., Ltd. | 6,267 | $26.7 萬 | 0.02% | −831−11.7% | 減碼 |
| Cherry Creek Investment Advisors, Inc. | 6,261 | $26.7 萬 | 0.18% | +31+0.5% | 加碼 |
| Ropes Wealth Advisors LLC | 6,284 | $26.8 萬 | 0.04% | +634+11.2% | 加碼 |
| Brave Asset Management Inc | 6,301 | $26.9 萬 | 0.08% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 6,322 | $26.9 萬 | 0.08% | +19+0.3% | 加碼 |
| Ergoteles LLC | 6,309 | $26.9 萬 | 0.01% | −57,451−90.1% | 減碼 |
| CFO4Life Group, LLC | 6,312 | $26.9 萬 | 0.06% | +733+13.1% | 加碼 |
| Buckingham Strategic Partners | 6,322 | $27.0 萬 | 0.02% | +761+13.7% | 加碼 |
| Heritage Investment Group, Inc. | 6,332 | $27.0 萬 | 0.08% | −369−5.5% | 減碼 |
| Aprio Wealth Management, LLC | 6,330 | $27.0 萬 | 0.07% | +6,330 | 新進 |
| Stockman Wealth Management, Inc. | 6,348 | $27.1 萬 | 0.06% | −111−1.7% | 減碼 |
| Cedar Brook Financial Partners, LLC | 6,363 | $27.2 萬 | 0.06% | −1,276−16.7% | 減碼 |
| CMG Global Holdings, LLC | 6,369 | $27.2 萬 | 0.22% | +20.0% | 加碼 |
| Stiles Financial Services Inc | 6,372 | $27.2 萬 | 0.14% | +6,372 | 新進 |
| MEMBERS Trust Co | 6,373 | $27.2 萬 | 0.01% | +6,373 | 新進 |
| Summit Financial, LLC | 6,374 | $27.2 萬 | 0.02% | −1,552−19.6% | 減碼 |
| Berger Financial Group, Inc | 6,377 | $27.2 萬 | 0.03% | +500+8.5% | 加碼 |
| Cambridge Advisors Inc. | 6,378 | $27.2 萬 | 0.07% | −1,598−20.0% | 減碼 |
| Astoria Strategic Wealth, Inc. | 6,393 | $27.3 萬 | 0.10% | −2,440−27.6% | 減碼 |
| Fruth Investment Management | 6,418 | $27.3 萬 | 0.08% | 00.0% | 不變 |
| CKW Financial Group | 6,400 | $27.3 萬 | 0.04% | 00.0% | 不變 |
| Deuterium Capital Management, LLC | 6,456 | $27.6 萬 | 0.39% | +6,456 | 新進 |
| Means Investment Co., Inc. | 6,461 | $27.6 萬 | 0.04% | −99−1.5% | 減碼 |
| Nexus Investment Management ULC | 6,500 | $27.7 萬 | 0.03% | 00.0% | 不變 |
| GYL Financial Synergies, LLC | 6,510 | $27.8 萬 | 0.03% | +850+15.0% | 加碼 |
| Privium Fund Management B.V. | 6,550 | $27.8 萬 | 0.08% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 6,519 | $27.8 萬 | 0.02% | +796+13.9% | 加碼 |
| BlackDiamond Wealth Management Inc. | 6,119 | $27.8 萬 | 0.24% | −106−1.7% | 減碼 |
| Wealth Architects, LLC | 6,520 | $27.8 萬 | 0.05% | −545−7.7% | 減碼 |
| X-Square Capital, LLC | 6,547 | $27.9 萬 | 0.19% | −28−0.4% | 減碼 |
| LBMC Investment Advisors, LLC | 6,556 | $28.0 萬 | 0.03% | 00.0% | 不變 |
| BNC Wealth Management, LLC | 6,569 | $28.0 萬 | 0.15% | −419−6.0% | 減碼 |
| Van Cleef Asset Management,Inc | 6,579 | $28.1 萬 | 0.04% | 00.0% | 不變 |
| Lincoln Capital LLC | 6,628 | $28.3 萬 | 0.07% | +125+1.9% | 加碼 |
| ERTS Wealth Advisors, LLC | 6,644 | $28.4 萬 | 0.07% | +214+3.3% | 加碼 |
| TD Ameritrade Investment Management, LLC | 6,662 | $28.4 萬 | 0.00% | −845−11.3% | 減碼 |
| Credential Qtrade Securities Inc. | 6,666 | $28.5 萬 | 0.02% | −64−1.0% | 減碼 |
| Bouchey Financial Group Ltd | 6,677 | $28.5 萬 | 0.03% | −10−0.1% | 減碼 |
| Transform Wealth, LLC | 6,680 | $28.5 萬 | 0.03% | −2,034−23.3% | 減碼 |
| Parsons Capital Management Inc | 6,701 | $28.6 萬 | 0.02% | −604−8.3% | 減碼 |
| Smithfield Trust Co | 6,700 | $28.6 萬 | 0.02% | +99+1.5% | 加碼 |
| Nwam LLC | 6,712 | $28.7 萬 | 0.02% | −867−11.4% | 減碼 |
| Sand Hill Global Advisors, LLC | 6,718 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Well Done, LLC | 6,775 | $28.9 萬 | 0.06% | −185−2.7% | 減碼 |
| Evolution Advisers, Inc. | 6,811 | $29.0 萬 | 0.20% | −161−2.3% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,800 | $29.0 萬 | 0.25% | +1,300+23.6% | 加碼 |
| Sunflower Bank, N.A. | 6,808 | $29.1 萬 | 0.07% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 6,811 | $29.1 萬 | 0.17% | −383−5.3% | 減碼 |
| Founders Capital Management | 6,813 | $29.1 萬 | 0.21% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 6,890 | $29.4 萬 | 0.14% | −386−5.3% | 減碼 |
| John W. Brooker & Co., CPAs | 6,904 | $29.5 萬 | 0.19% | 00.0% | 不變 |
| Legacy Bridge, LLC | 6,904 | $29.5 萬 | 0.20% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 6,917 | $29.5 萬 | 0.04% | +190+2.8% | 加碼 |
| Wealth Effects LLC | 6,933 | $29.6 萬 | 0.13% | −165−2.3% | 減碼 |
| Delta Investment Management, LLC | 6,936 | $29.6 萬 | 0.08% | −438−5.9% | 減碼 |
| Enterprise Financial Services Corp | 6,964 | $29.7 萬 | 0.19% | +731+11.7% | 加碼 |
| UMA Financial Services, Inc. | 6,855 | $29.8 萬 | 0.07% | 00.0% | 不變 |
| MONECO Advisors, LLC | 6,971 | $29.8 萬 | 0.08% | −2,046−22.7% | 減碼 |
| SNS Financial Group, LLC | 6,973 | $29.8 萬 | 0.04% | +52+0.8% | 加碼 |
| Integrated Investment Consultants, LLC | 6,985 | $29.8 萬 | 0.09% | +91+1.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 6,985 | $29.8 萬 | 0.04% | +17+0.2% | 加碼 |
| Westhampton Capital, LLC | 6,990 | $29.8 萬 | 0.19% | 00.0% | 不變 |
| Howland Capital Management LLC | 6,995 | $29.9 萬 | 0.02% | −638−8.4% | 減碼 |
| New Republic Capital, LLC | 6,996 | $29.9 萬 | 0.21% | +614+9.6% | 加碼 |
| Strategic Wealth Designers | 6,999 | $29.9 萬 | 0.05% | +855+13.9% | 加碼 |
| Kearns & Associates LLC | 7,000 | $29.9 萬 | 0.27% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 7,004 | $29.9 萬 | 0.07% | −982−12.3% | 減碼 |
| PDT Partners, LLC | 7,058 | $30.1 萬 | 0.04% | +7,058 | 新進 |
| Catalyst Financial Partners LLC | 7,069 | $30.2 萬 | 0.11% | +7,069 | 新進 |
| Guardian Wealth Management, Inc. | 7,076 | $30.2 萬 | 0.28% | −382−5.1% | 減碼 |
| Ssi Investment Management LLC | 7,098 | $30.3 萬 | 0.02% | −1,238−14.9% | 減碼 |
| Lynch & Associates | 7,125 | $30.4 萬 | 0.08% | 00.0% | 不變 |
| Arden Trust Co | 7,145 | $30.5 萬 | 0.05% | −10,862−60.3% | 減碼 |
| Blue Barn Wealth, LLC | 7,147 | $30.5 萬 | 0.20% | −69−1.0% | 減碼 |
| Vicus Capital | 7,150 | $30.5 萬 | 0.03% | −503−6.6% | 減碼 |
| Confluence Wealth Services, Inc. | 7,175 | $30.6 萬 | 0.07% | −590−7.6% | 減碼 |
| Plante Moran Financial Advisors, LLC | 7,184 | $30.7 萬 | 0.04% | +16+0.2% | 加碼 |