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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 10,660 | $45.5 萬 | 0.01% | −89,278−89.3% | 減碼 |
| Punch & Associates Investment Management, Inc. | 10,660 | $45.5 萬 | 0.03% | −500−4.5% | 減碼 |
| First Dallas Securities Inc. | 10,650 | $45.5 萬 | 0.25% | −150−1.4% | 減碼 |
| Global Trust Asset Management, LLC | 10,678 | $45.6 萬 | 0.20% | −18−0.2% | 減碼 |
| Iron Horse Wealth Management, LLC | 10,755 | $45.9 萬 | 0.23% | −896−7.7% | 減碼 |
| Pacifica Partners Inc. | 10,610 | $46.1 萬 | 0.26% | −15−0.1% | 減碼 |
| LGT Financial Advisors LLC | 10,827 | $46.2 萬 | 0.49% | 00.0% | 不變 |
| Rational Advisors LLC | 10,844 | $46.3 萬 | 0.04% | +9,800+938.7% | 加碼 |
| Winning Points Advisors, LLC | 9,406 | $46.3 萬 | 0.71% | −43,600−82.3% | 減碼 |
| Aull & Monroe Investment Management Corp | 10,858 | $46.3 萬 | 0.23% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 10,869 | $46.4 萬 | 0.09% | +66+0.6% | 加碼 |
| Institute for Wealth Management, LLC. | 10,886 | $46.5 萬 | 0.08% | +640+6.2% | 加碼 |
| Monarch Capital Management Inc | 10,960 | $46.8 萬 | 0.14% | −800−6.8% | 減碼 |
| Burke & Herbert Bank & Trust Co | 10,976 | $46.8 萬 | 0.32% | −491−4.3% | 減碼 |
| Achmea Investment Management B.V. | 10,995 | $46.9 萬 | 0.01% | +2,182+24.8% | 加碼 |
| Monument Capital Management | 11,117 | $47.4 萬 | 0.15% | +4,292+62.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 11,153 | $47.6 萬 | 0.34% | +34+0.3% | 加碼 |
| Private Portfolio Partners LLC | 11,220 | $47.9 萬 | 0.12% | −65−0.6% | 減碼 |
| Trust Co of Vermont | 11,220 | $47.9 萬 | 0.03% | +150+1.4% | 加碼 |
| Balentine LLC | 11,244 | $48.0 萬 | 0.02% | −21,492−65.7% | 減碼 |
| Bank of Hawaii | 11,278 | $48.1 萬 | 0.03% | −131−1.1% | 減碼 |
| PFW Advisors LLC | 11,031 | $48.2 萬 | 0.16% | +11,031 | 新進 |
| Platform Technology Partners | 11,302 | $48.3 萬 | 0.23% | −308−2.7% | 減碼 |
| Altfest L J & Co Inc | 11,344 | $48.4 萬 | 0.07% | +477+4.4% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,369 | $48.5 萬 | 0.16% | −352−3.0% | 減碼 |
| Alterna Wealth Management, Inc | 11,369 | $48.5 萬 | 0.56% | −650−5.4% | 減碼 |
| WealthPlan Investment Management, LLC | 11,376 | $48.6 萬 | 0.14% | −1,470−11.4% | 減碼 |
| Cahill Financial Advisors Inc | 11,434 | $48.8 萬 | 0.08% | +73+0.6% | 加碼 |
| StoneX Group Inc. | 11,446 | $48.9 萬 | 0.05% | −2,211−16.2% | 減碼 |
| Kingswood Wealth Advisors, LLC | 11,450 | $48.9 萬 | 0.16% | +11,450 | 新進 |
| StrategIQ Financial Group, LLC | 11,457 | $48.9 萬 | 0.06% | +11,457 | 新進 |
| Beaton Management Co. Inc. | 11,448 | $48.9 萬 | 0.31% | 00.0% | 不變 |
| Connectus Wealth, LLC | 11,496 | $49.1 萬 | 0.01% | +131+1.2% | 加碼 |
| Centiva Capital, LP | 11,500 | $49.1 萬 | 0.02% | −32,180−73.7% | 減碼 |
| APCM Wealth Management for Individuals | 11,508 | $49.1 萬 | 0.08% | 00.0% | 不變 |
| West Bancorporation Inc | 11,550 | $49.3 萬 | 0.33% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 11,558 | $49.3 萬 | 0.09% | −163−1.4% | 減碼 |
| Jacobs & Co | 11,617 | $49.5 萬 | 0.06% | −358−3.0% | 減碼 |
| Woodmont Investment Counsel LLC | 11,606 | $49.5 萬 | 0.05% | −1,158−9.1% | 減碼 |
| Stelac Advisory Services LLC | 11,608 | $49.5 萬 | 0.22% | −775−6.3% | 減碼 |
| Breakwater Capital Group | 11,626 | $49.6 萬 | 0.18% | −407−3.4% | 減碼 |
| Canandaigua National Bank & Trust Co | 11,627 | $49.6 萬 | 0.08% | −390−3.2% | 減碼 |
| Douglas Lane & Associates, LLC | 11,672 | $49.8 萬 | 0.01% | −91−0.8% | 減碼 |
| First Nebraska Trust Co | 11,682 | $49.9 萬 | 0.06% | +55+0.5% | 加碼 |
| Leisure Capital Management | 11,738 | $50.1 萬 | 0.28% | 00.0% | 不變 |
| Farmers Trust Co | 11,745 | $50.1 萬 | 0.11% | −9−0.1% | 減碼 |
| Iowa State Bank | 11,772 | $50.2 萬 | 0.13% | −55−0.5% | 減碼 |
| IPG Investment Advisors LLC | 11,789 | $50.3 萬 | 0.11% | −3,000−20.3% | 減碼 |
| G&S Capital LLC | 11,835 | $50.5 萬 | 0.24% | +33+0.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,852 | $50.6 萬 | 0.06% | −821−6.5% | 減碼 |
| Graypoint LLC | 11,854 | $50.6 萬 | 0.05% | −1,378−10.4% | 減碼 |
| South State Corp. | 11,868 | $50.7 萬 | 0.05% | −186−1.5% | 減碼 |
| Good Life Advisors, LLC | 11,876 | $50.7 萬 | 0.06% | −1,362−10.3% | 減碼 |
| First Foundation Advisors | 11,877 | $50.7 萬 | 0.02% | −1,572−11.7% | 減碼 |
| Sheets Smith Wealth Management | 11,879 | $50.7 萬 | 0.07% | −1,012−7.9% | 減碼 |
| Resource Consulting Group Inc | 11,896 | $50.8 萬 | 0.10% | +11,896 | 新進 |
| Fayez Sarofim & Co | 11,929 | $50.9 萬 | 0.00% | −2,926−19.7% | 減碼 |
| C2C Wealth Management, LLC | 11,443 | $51.3 萬 | 0.07% | −229−2.0% | 減碼 |
| Sciencast Management LP | 11,900 | $51.6 萬 | 0.42% | −8,900−42.8% | 減碼 |
| Kovack Advisors, Inc. | 12,103 | $51.7 萬 | 0.07% | −74−0.6% | 減碼 |
| Chicago Trust Co NA | 12,131 | $51.8 萬 | 0.12% | −5,301−30.4% | 減碼 |
| CSS LLC | 12,230 | $52.2 萬 | 0.04% | −4,836−28.3% | 減碼 |
| Axxcess Wealth Management, LLC | 12,245 | $52.3 萬 | 0.04% | −3,112−20.3% | 減碼 |
| New Millennium Group LLC | 12,269 | $52.4 萬 | 0.48% | +4,095+50.1% | 加碼 |
| Pacific Global Investment Management CO | 12,293 | $52.5 萬 | 0.11% | +13+0.1% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 12,309 | $52.5 萬 | 0.12% | 00.0% | 不變 |
| Sebold Capital Management, Inc. | 12,321 | $52.6 萬 | 0.42% | +48+0.4% | 加碼 |
| Harbor Investment Advisory, LLC | 12,343 | $52.7 萬 | 0.07% | +1,765+16.7% | 加碼 |
| BKD Wealth Advisors, LLC | 12,361 | $52.8 萬 | 0.02% | −724−5.5% | 減碼 |
| 9258 Wealth Management, LLC | 12,473 | $53.2 萬 | 0.10% | +212+1.7% | 加碼 |
| River Wealth Advisors LLC | 12,563 | $53.6 萬 | 0.09% | +11+0.1% | 加碼 |
| Pettyjohn, Wood & White, Inc | 12,621 | $53.9 萬 | 0.13% | +90+0.7% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 12,631 | $53.9 萬 | 0.04% | +2,192+21.0% | 加碼 |
| Osborne Partners Capital Management, LLC | 12,649 | $54.0 萬 | 0.04% | −546−4.1% | 減碼 |
| Cooke & Bieler LP | 12,676 | $54.1 萬 | 0.01% | −44,226−77.7% | 減碼 |
| Hancock Whitney Corp | 12,730 | $54.3 萬 | 0.02% | +1,404+12.4% | 加碼 |
| Operose Advisors LLC | 12,726 | $54.3 萬 | 0.25% | +11,399+859.0% | 加碼 |
| FineMark National Bank & Trust | 12,730 | $54.3 萬 | 0.02% | −219−1.7% | 減碼 |
| Proequities, Inc. | 12,744 | $54.4 萬 | 0.04% | −40.0% | 減碼 |
| Wintrust Investments LLC | 12,742 | $54.4 萬 | 0.05% | +166+1.3% | 加碼 |
| Hilltop Holdings Inc. | 12,783 | $54.6 萬 | 0.07% | −50−0.4% | 減碼 |
| Front Street Capital Management, Inc. | 12,784 | $54.6 萬 | 0.12% | +101+0.8% | 加碼 |
| Family Legacy, Inc. | 12,800 | $54.6 萬 | 0.22% | 00.0% | 不變 |
| Financial Advisory Corp | 12,813 | $54.7 萬 | 0.24% | +37+0.3% | 加碼 |
| Basepoint Wealth LLC | 12,846 | $54.8 萬 | 0.45% | −1,201−8.5% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 12,849 | $54.8 萬 | 0.06% | −12,455−49.2% | 減碼 |
| Leonteq Securities AG | 12,853 | $54.9 萬 | 0.06% | −183,526−93.5% | 減碼 |
| David Loasby | 12,799 | $54.9 萬 | 0.06% | +940+7.9% | 加碼 |
| Allstate Corp | 12,934 | $55.2 萬 | 0.04% | −787−5.7% | 減碼 |
| Legacy Private Trust Co. | 12,960 | $55.3 萬 | 0.05% | −7,453−36.5% | 減碼 |
| Aj Wealth Strategies, LLC | 12,994 | $55.5 萬 | 0.03% | +1,622+14.3% | 加碼 |
| Chilton Capital Management LLC | 12,994 | $55.5 萬 | 0.03% | 00.0% | 不變 |
| Gagnon Securities LLC | 13,056 | $55.7 萬 | 0.12% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 13,071 | $55.8 萬 | 0.32% | −401−3.0% | 減碼 |
| Purus Wealth Management, LLC | 13,106 | $55.9 萬 | 0.36% | −76−0.6% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,111 | $56.0 萬 | 0.14% | −798−5.7% | 減碼 |
| Highline Wealth Partners LLC | 13,145 | $56.1 萬 | 0.35% | −150−1.1% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,147 | $56.1 萬 | 0.01% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 13,172 | $56.2 萬 | 0.07% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 13,218 | $56.4 萬 | 0.25% | +13,218 | 新進 |