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 |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 7,192 | $30.7 萬 | 0.19% | +7,192 | 新進 |
| Duncker Streett & Co Inc | 7,199 | $30.7 萬 | 0.07% | +933+14.9% | 加碼 |
| Silvia McColl Wealth Management, LLC | 7,214 | $30.8 萬 | 0.29% | +4+0.1% | 加碼 |
| E&G Advisors, LP | 7,218 | $30.8 萬 | 0.11% | −10−0.1% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,218 | $30.8 萬 | 0.24% | −34−0.5% | 減碼 |
| Alpha Family Trust | 7,220 | $30.8 萬 | 0.22% | −1,145−13.7% | 減碼 |
| Schulhoff & Co Inc | 7,265 | $31.0 萬 | 0.14% | −1,269−14.9% | 減碼 |
| Wagner Wealth Management, LLC | 7,325 | $31.3 萬 | 0.12% | +24+0.3% | 加碼 |
| Arrow Financial Corp | 7,337 | $31.3 萬 | 0.04% | +62+0.9% | 加碼 |
| Simon Quick Advisors, LLC | 7,375 | $31.5 萬 | 0.03% | +980+15.3% | 加碼 |
| Front Row Advisors LLC | 7,391 | $31.5 萬 | 0.14% | −4−0.1% | 減碼 |
| Everhart Financial Group, Inc. | 7,386 | $31.5 萬 | 0.13% | +1,239+20.2% | 加碼 |
| Bridge Creek Capital Management LLC | 7,400 | $31.6 萬 | 0.11% | 00.0% | 不變 |
| Cowa, LLC | 7,400 | $31.6 萬 | 0.21% | 00.0% | 不變 |
| New Jersey Better Educational Savings Trust | 7,401 | $31.6 萬 | 0.74% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 7,420 | $31.7 萬 | 0.01% | −388−5.0% | 減碼 |
| First National Bank & Trust Co of Newtown | 7,436 | $31.7 萬 | 0.07% | 00.0% | 不變 |
| STAR Financial Bank | 7,457 | $31.8 萬 | 0.30% | 00.0% | 不變 |
| Bailard, Inc. | 7,468 | $31.9 萬 | 0.01% | −14−0.2% | 減碼 |
| Kathleen S. Wright Associates Inc. | 7,475 | $31.9 萬 | 0.20% | −3,500−31.9% | 減碼 |
| Evoke Wealth, LLC | 7,489 | $32.0 萬 | 0.01% | +7,489 | 新進 |
| Piscataqua Savings Bank | 7,495 | $32.0 萬 | 0.26% | −776−9.4% | 減碼 |
| Magnolia Capital Management Ltd | 7,500 | $32.0 萬 | 0.29% | 00.0% | 不變 |
| Icapital Wealth LLC | 7,500 | $32.0 萬 | 0.20% | −4,180−35.8% | 減碼 |
| Cidel Asset Management Inc | 7,500 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Retirement Group, LLC | 7,510 | $32.1 萬 | 0.13% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 7,542 | $32.2 萬 | 0.14% | −38−0.5% | 減碼 |
| S.A. Mason LLC | 8,636 | $32.3 萬 | 0.23% | 00.0% | 不變 |
| BancorpSouth Bank | 7,574 | $32.3 萬 | 0.03% | −292−3.7% | 減碼 |
| Field & Main Bank | 7,581 | $32.4 萬 | 0.18% | −399−5.0% | 減碼 |
| Willis Johnson & Associates, Inc. | 7,587 | $32.4 萬 | 0.03% | −1,317−14.8% | 減碼 |
| Core Alternative Capital | 7,609 | $32.5 萬 | 0.05% | +212+2.9% | 加碼 |
| Cutter & CO Brokerage, Inc. | 7,666 | $32.7 萬 | 0.10% | +1,374+21.8% | 加碼 |
| Coastline Trust Co | 7,729 | $33.0 萬 | 0.05% | −6,497−45.7% | 減碼 |
| Red Door Wealth Management, LLC | 7,779 | $33.2 萬 | 0.07% | +283+3.8% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 7,800 | $33.3 萬 | 0.46% | 00.0% | 不變 |
| Beta Wealth Group, Inc. | 7,800 | $33.3 萬 | 0.19% | +1,000+14.7% | 加碼 |
| Weil Company, Inc. | 7,809 | $33.3 萬 | 0.15% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 7,844 | $33.5 萬 | 0.22% | +7,844 | 新進 |
| Peak Planning Group, LLC | 7,854 | $33.5 萬 | 0.25% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 7,871 | $33.6 萬 | 0.04% | −149−1.9% | 減碼 |
| Arbor Investment Advisors, LLC | 7,920 | $33.8 萬 | 0.06% | −897−10.2% | 減碼 |
| AlphaCore Capital LLC | 7,928 | $33.8 萬 | 0.05% | +2,128+36.7% | 加碼 |
| BancFirst Trust & Investment Management | 7,976 | $33.9 萬 | 0.20% | −556−6.5% | 減碼 |
| New Hampshire Trust | 7,950 | $33.9 萬 | 0.09% | +150+1.9% | 加碼 |
| Founders Financial Alliance, LLC | 7,954 | $33.9 萬 | 0.13% | +694+9.6% | 加碼 |
| Mirabella Financial Services LLP | 8,000 | $34.1 萬 | 0.04% | +8,000 | 新進 |
| Occidental Asset Management, LLC | 8,011 | $34.2 萬 | 0.08% | −1,400−14.9% | 減碼 |
| Capital Square, LLC | 8,018 | $34.2 萬 | 0.32% | 00.0% | 不變 |
| Sky Investment Group LLC | 8,024 | $34.2 萬 | 0.07% | −50−0.6% | 減碼 |
| Cutler Investment Counsel LLC | 8,047 | $34.3 萬 | 0.05% | 00.0% | 不變 |
| City State Bank | 8,060 | $34.4 萬 | 0.19% | +694+9.4% | 加碼 |
| Monetary Management Group Inc | 8,065 | $34.4 萬 | 0.11% | 00.0% | 不變 |
| Heritage Trust Co | 8,073 | $34.5 萬 | 0.05% | +2,575+46.8% | 加碼 |
| Plancorp, LLC | 8,093 | $34.5 萬 | 0.02% | +434+5.7% | 加碼 |
| Baldwin Brothers Inc | 8,100 | $34.6 萬 | 0.03% | −9,425−53.8% | 減碼 |
| Zacks Investment Management | 8,158 | $34.8 萬 | 0.00% | +35+0.4% | 加碼 |
| Crawford Investment Counsel Inc | 8,162 | $34.8 萬 | 0.01% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 8,178 | $34.9 萬 | 0.07% | −8,526−51.0% | 減碼 |
| Keel Point, LLC | 8,187 | $34.9 萬 | 0.05% | +1,397+20.6% | 加碼 |
| Transamerica Financial Advisors, Inc. | 8,223 | $35.1 萬 | 0.05% | +8,105+6,868.6% | 加碼 |
| Equitable Trust Co | 8,242 | $35.2 萬 | 0.03% | −6,662−44.7% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 8,261 | $35.3 萬 | 0.03% | +8,261 | 新進 |
| Cohen Capital Management, Inc. | 8,274 | $35.3 萬 | 0.07% | 00.0% | 不變 |
| Sippican Capital Advisors | 8,293 | $35.4 萬 | 0.33% | −350−4.0% | 減碼 |
| Hamilton Capital, LLC | 8,308 | $35.5 萬 | 0.02% | −30−0.4% | 減碼 |
| Summit Asset Management, LLC | 8,320 | $35.5 萬 | 0.09% | 00.0% | 不變 |
| Diametric Capital, LP | 8,320 | $35.5 萬 | 0.16% | +8,320 | 新進 |
| Security National Bank of So Dak | 8,339 | $35.6 萬 | 0.25% | +8,339 | 新進 |
| First PREMIER Bank | 8,340 | $35.6 萬 | 0.10% | −1,475−15.0% | 減碼 |
| Parallax Volatility Advisers, L.P. | 8,347 | $35.6 萬 | 0.01% | −5,297−38.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 8,350 | $35.6 萬 | 0.05% | −8,514−50.5% | 減碼 |
| Pin Oak Investment Advisors Inc | 8,363 | $35.7 萬 | 0.40% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 8,367 | $35.7 萬 | 0.16% | +1,352+19.3% | 加碼 |
| Gateway Wealth Partners, LLC | 8,394 | $35.8 萬 | 0.06% | −40−0.5% | 減碼 |
| Nichols & Pratt Advisers LLP | 8,400 | $35.9 萬 | 0.03% | 00.0% | 不變 |
| Gyroscope Capital Management Group, LLC | 8,400 | $35.9 萬 | 0.08% | +600+7.7% | 加碼 |
| Financial Engines Advisors L.L.C. | 8,400 | $35.9 萬 | 0.00% | +642+8.3% | 加碼 |
| Financial Advisory Service, Inc. | 8,409 | $35.9 萬 | 0.05% | +59+0.7% | 加碼 |
| Intrust Bank NA | 8,436 | $36.0 萬 | 0.04% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 8,469 | $36.1 萬 | 0.03% | −1,535−15.3% | 減碼 |
| Waddell & Associates, LLC | 8,518 | $36.4 萬 | 0.05% | −233−2.7% | 減碼 |
| MKT Advisors LLC | 7,882 | $36.4 萬 | 0.26% | +96+1.2% | 加碼 |
| Visionary Wealth Advisors | 8,530 | $36.4 萬 | 0.03% | −890−9.4% | 減碼 |
| Van Strum & Towne Inc. | 8,564 | $36.6 萬 | 0.15% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 8,574 | $36.6 萬 | 0.22% | −1,392−14.0% | 減碼 |
| Wayfinding Financial, LLC | 7,944 | $36.6 萬 | 0.25% | +523+7.0% | 加碼 |
| First National Bank | 8,594 | $36.7 萬 | 0.30% | −200−2.3% | 減碼 |
| Campion Asset Management LLC | 8,625 | $36.8 萬 | 0.33% | −200−2.3% | 減碼 |
| Bordeaux Wealth Advisors LLC | 8,629 | $36.8 萬 | 0.15% | −704−7.5% | 減碼 |
| Smith, Moore & Co. | 8,672 | $37.0 萬 | 0.05% | −3,807−30.5% | 減碼 |
| Provence Wealth Management Group | 8,675 | $37.0 萬 | 0.22% | +2,184+33.6% | 加碼 |
| PDS Planning, Inc | 8,700 | $37.1 萬 | 0.05% | +567+7.0% | 加碼 |
| Evermay Wealth Management LLC | 8,701 | $37.1 萬 | 0.07% | +36+0.4% | 加碼 |
| Biltmore Family Office, LLC | 8,704 | $37.1 萬 | 0.08% | −1,353−13.5% | 減碼 |
| RB Capital Management, LLC | 8,713 | $37.2 萬 | 0.11% | −1,277−12.8% | 減碼 |
| Hudock, Inc. | 8,756 | $37.4 萬 | 0.09% | +24+0.3% | 加碼 |
| Marietta Investment Partners LLC | 8,800 | $37.6 萬 | 0.10% | 00.0% | 不變 |
| Sweet Financial Partners, LLC | 8,808 | $37.6 萬 | 0.10% | −56−0.6% | 減碼 |
| Manchester Capital Management LLC | 8,810 | $37.6 萬 | 0.05% | 00.0% | 不變 |