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 |
|---|---|---|---|---|---|
| LMG Wealth Partners, LLC | 8,832 | $37.7 萬 | 0.12% | 00.0% | 不變 |
| Pacifica Capital Investments, LLC | 8,835 | $37.7 萬 | 0.12% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 8,838 | $37.7 萬 | 0.04% | −1,451−14.1% | 減碼 |
| Willow Creek Wealth Management Inc. | 8,845 | $37.8 萬 | 0.05% | +8,845 | 新進 |
| Tributary Capital Management, LLC | 8,850 | $37.8 萬 | 0.03% | −200−2.2% | 減碼 |
| Exencial Wealth Advisors, LLC | 8,857 | $37.8 萬 | 0.02% | +955+12.1% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $37.9 萬 | 0.18% | −4,790−35.1% | 減碼 |
| CM Wealth Advisors LLC | 8,216 | $37.9 萬 | 0.12% | −27,067−76.7% | 減碼 |
| Grey Street Capital, LLC | 8,888 | $37.9 萬 | 0.20% | +8,888 | 新進 |
| Belpointe Asset Management LLC | 8,913 | $38.0 萬 | 0.04% | −17,692−66.5% | 減碼 |
| Cornerstone Advisory, LLC | 8,923 | $38.1 萬 | 0.07% | −759−7.8% | 減碼 |
| BDO Wealth Advisors, LLC | 8,939 | $38.2 萬 | 0.04% | +7,824+701.7% | 加碼 |
| Virtue Capital Management, LLC | 8,776 | $38.2 萬 | 0.07% | +8,776 | 新進 |
| Sage Mountain Advisors LLC | 8,952 | $38.2 萬 | 0.05% | −1,294−12.6% | 減碼 |
| Monticello Wealth Management, LLC | 8,981 | $38.3 萬 | 0.04% | +5+0.1% | 加碼 |
| Aaron Wealth Advisors | 8,986 | $38.4 萬 | 0.05% | +3,298+58.0% | 加碼 |
| Claar Advisors LLC | 9,000 | $38.4 萬 | 0.15% | 00.0% | 不變 |
| Sandy Spring Bank | 9,016 | $38.5 萬 | 0.02% | −340−3.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 9,028 | $38.5 萬 | 0.00% | +1,871+26.1% | 加碼 |
| Keystone Financial Group | 9,040 | $38.6 萬 | 0.07% | +9,040 | 新進 |
| Old North State Trust, LLC | 9,079 | $38.7 萬 | 0.29% | −11,962−56.9% | 減碼 |
| Northwest Investment Counselors, LLC | 9,068 | $38.7 萬 | 0.10% | −2,102−18.8% | 減碼 |
| Washington Trust Bank | 9,079 | $38.7 萬 | 0.04% | +368+4.2% | 加碼 |
| MCF Advisors LLC | 9,094 | $38.8 萬 | 0.04% | +138+1.5% | 加碼 |
| Cassaday & Co Wealth Management LLC | 9,118 | $38.9 萬 | 0.02% | −271−2.9% | 減碼 |
| Davis R M Inc | 9,141 | $39.0 萬 | 0.01% | −1,443−13.6% | 減碼 |
| Royal Fund Management, LLC | 9,157 | $39.1 萬 | 0.06% | +137+1.5% | 加碼 |
| Bray Capital Advisors | 9,178 | $39.2 萬 | 0.12% | −604−6.2% | 減碼 |
| MUFG Securities EMEA plc | 9,240 | $39.4 萬 | 0.01% | −5,919−39.0% | 減碼 |
| Legacy Financial Advisors, Inc. | 9,240 | $39.4 萬 | 0.07% | +1,529+19.8% | 加碼 |
| Cim Investment Mangement Inc | 9,250 | $39.5 萬 | 0.13% | +24+0.3% | 加碼 |
| Bank Hapoalim BM | 9,289 | $39.6 萬 | 0.06% | −50−0.5% | 減碼 |
| Doliver Advisors, LP | 9,308 | $39.7 萬 | 0.12% | −155−1.6% | 減碼 |
| Texas Capital Bancshares Inc | 9,310 | $39.7 萬 | 0.22% | −140−1.5% | 減碼 |
| Advisors Management Group Inc | 9,355 | $39.9 萬 | 0.12% | −146−1.5% | 減碼 |
| Laurion Capital Management LP | 9,350 | $39.9 萬 | 0.02% | −122,506−92.9% | 減碼 |
| West Family Investments, Inc. | 9,398 | $40.1 萬 | 0.16% | +3,795+67.7% | 加碼 |
| Clear Creek Financial Management, LLC | 9,401 | $40.1 萬 | 0.07% | −1,182−11.2% | 減碼 |
| Atwood & Palmer Inc | 9,420 | $40.2 萬 | 0.04% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 9,442 | $40.3 萬 | 0.02% | −778−7.6% | 減碼 |
| Fairview Capital Investment Management, LLC | 9,450 | $40.3 萬 | 0.03% | −133−1.4% | 減碼 |
| Northeast Investment Management | 9,485 | $40.5 萬 | 0.02% | −2,529−21.1% | 減碼 |
| Syverson Strege & Co | 9,508 | $40.6 萬 | 0.17% | +3,410+55.9% | 加碼 |
| Verity & Verity, LLC | 9,510 | $40.6 萬 | 0.05% | 00.0% | 不變 |
| Vontobel Asset Management Inc | 9,511 | $40.6 萬 | 0.00% | −1,023−9.7% | 減碼 |
| Prentiss Smith & Co Inc | 9,519 | $40.6 萬 | 0.30% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 10,895 | $40.7 萬 | 0.31% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 9,550 | $40.8 萬 | 0.01% | −3,680−27.8% | 減碼 |
| Brandywine Oak Private Wealth LLC | 9,551 | $40.8 萬 | 0.05% | +9,551 | 新進 |
| Traynor Capital Management, Inc. | 9,555 | $40.8 萬 | 0.05% | +9,555 | 新進 |
| Aspen Investment Management Inc | 9,580 | $40.9 萬 | 0.24% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 9,595 | $41.0 萬 | 0.10% | 00.0% | 不變 |
| Webster Bank, N. A. | 9,617 | $41.0 萬 | 0.05% | −1,278−11.7% | 減碼 |
| Wolverine Asset Management LLC | 9,629 | $41.1 萬 | 0.01% | −125,075−92.9% | 減碼 |
| Quent Capital, LLC | 9,699 | $41.4 萬 | 0.06% | −535−5.2% | 減碼 |
| Arete Wealth Advisors, LLC | 10,277 | $41.5 萬 | 0.04% | +3,017+41.6% | 加碼 |
| FSB Premier Wealth Management, Inc. | 9,768 | $41.7 萬 | 0.23% | −246−2.5% | 減碼 |
| Bedel Financial Consulting, Inc. | 9,768 | $41.7 萬 | 0.09% | +22+0.2% | 加碼 |
| Ameritas Advisory Services, LLC | 9,764 | $41.8 萬 | 0.05% | −8,584−46.8% | 減碼 |
| Lakeside Advisors, INC. | 9,791 | $41.8 萬 | 0.31% | −2,000−17.0% | 減碼 |
| Eagle Asset Management Inc | 9,792 | $41.8 萬 | 0.00% | +3,847+64.7% | 加碼 |
| Tranquilli Financial Advisor LLC | 9,800 | $41.8 萬 | 0.30% | −93−0.9% | 減碼 |
| Spinnaker Trust | 9,838 | $42.0 萬 | 0.03% | −1,800−15.5% | 減碼 |
| CoreFirst Bank & Trust | 9,853 | $42.1 萬 | 0.30% | −2,646−21.2% | 減碼 |
| ASB Consultores, LLC | 9,855 | $42.1 萬 | 0.20% | +946+10.6% | 加碼 |
| Change Path, LLC | 9,856 | $42.1 萬 | 0.02% | −7,612−43.6% | 減碼 |
| West Branch Capital LLC | 9,882 | $42.2 萬 | 0.21% | −846−7.9% | 減碼 |
| L2 Asset Management, LLC | 9,887 | $42.2 萬 | 0.21% | +795+8.7% | 加碼 |
| Alta Advisers Ltd | 9,900 | $42.3 萬 | 0.24% | 00.0% | 不變 |
| Royal Capital Wealth Management, LLC | 9,911 | $42.3 萬 | 0.40% | +14+0.1% | 加碼 |
| PFG Investments, LLC | 9,922 | $42.3 萬 | 0.08% | +2,688+37.2% | 加碼 |
| Zuckerman Investment Group, LLC | 9,968 | $42.5 萬 | 0.06% | 00.0% | 不變 |
| LVW Advisors, LLC | 9,988 | $42.6 萬 | 0.09% | 00.0% | 不變 |
| WealthShield Partners, LLC | 10,027 | $42.8 萬 | 0.06% | +1,101+12.3% | 加碼 |
| Humankind Investments LLC | 10,034 | $42.8 萬 | 0.17% | +1,117+12.5% | 加碼 |
| Maven Securities LTD | 10,078 | $43.0 萬 | 0.06% | −3,493−25.7% | 減碼 |
| Total Clarity Wealth Management, Inc. | 10,112 | $43.2 萬 | 0.21% | +10,112 | 新進 |
| BBR Partners, LLC | 10,143 | $43.3 萬 | 0.05% | −924−8.3% | 減碼 |
| Beach Investment Counsel Inc | 10,164 | $43.4 萬 | 0.05% | 00.0% | 不變 |
| HCR Wealth Advisors | 10,181 | $43.5 萬 | 0.08% | −36−0.4% | 減碼 |
| Linscomb & Williams, Inc. | 10,198 | $43.5 萬 | 0.02% | +10,198 | 新進 |
| Athena Investment Management | 10,204 | $43.6 萬 | 0.30% | −63−0.6% | 減碼 |
| Stephenson National Bank & Trust | 10,248 | $43.7 萬 | 0.24% | 00.0% | 不變 |
| Lauterbach Financial Advisors, LLC | 10,271 | $43.8 萬 | 0.34% | +54+0.5% | 加碼 |
| Wealthspire Advisors, LLC | 10,273 | $43.8 萬 | 0.01% | +789+8.3% | 加碼 |
| Mechanics Bank Trust Department | 10,324 | $44.1 萬 | 0.07% | +2,524+32.4% | 加碼 |
| Ascent Group, LLC | 9,926 | $44.2 萬 | 0.05% | −3,637−26.8% | 減碼 |
| All Terrain Financial Advisors, LLC | 10,367 | $44.2 萬 | 0.20% | 00.0% | 不變 |
| Flagstone Financial Management | 10,404 | $44.4 萬 | 0.21% | −150−1.4% | 減碼 |
| Tarbox Family Office, Inc. | 10,419 | $44.5 萬 | 0.09% | +14+0.1% | 加碼 |
| McCarthy Asset Management, Inc. | 10,439 | $44.6 萬 | 0.30% | −126−1.2% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,463 | $44.7 萬 | 0.11% | −100−0.9% | 減碼 |
| Pointe Capital Management LLC | 10,485 | $44.8 萬 | 0.34% | −385−3.5% | 減碼 |
| Regatta Capital Group, LLC | 10,513 | $44.9 萬 | 0.14% | +985+10.3% | 加碼 |
| FirstPurpose Wealth LLC | 10,541 | $45.0 萬 | 0.19% | +318+3.1% | 加碼 |
| Fort Point Capital Partners LLC | 10,547 | $45.0 萬 | 0.07% | +199+1.9% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 10,552 | $45.0 萬 | 0.02% | −29,073−73.4% | 減碼 |
| AXS Investments LLC | 10,595 | $45.2 萬 | 0.12% | +832+8.5% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 10,601 | $45.2 萬 | 0.24% | 00.0% | 不變 |
| Hikari Tsushin, Inc. | 10,631 | $45.4 萬 | 0.04% | 00.0% | 不變 |