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 |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 13,680 | $56.5 萬 | 0.14% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 13,232 | $56.5 萬 | 0.03% | −91−0.7% | 減碼 |
| Knuff & Co LLC | 13,304 | $56.8 萬 | 0.21% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 13,335 | $56.9 萬 | 0.02% | −2,517−15.9% | 減碼 |
| Traphagen Investment Advisors LLC | 13,365 | $57.0 萬 | 0.08% | +4,444+49.8% | 加碼 |
| Carson Advisory Inc. | 13,371 | $57.1 萬 | 0.48% | +217+1.6% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 13,395 | $57.2 萬 | 0.52% | −550−3.9% | 減碼 |
| Tocqueville Asset Management L.P. | 13,410 | $57.2 萬 | 0.01% | −1,847−12.1% | 減碼 |
| AIMZ Investment Advisors, LLC | 13,419 | $57.3 萬 | 0.25% | 00.0% | 不變 |
| Alps Advisors Inc | 13,431 | $57.3 萬 | 0.00% | +3,546+35.9% | 加碼 |
| Zions Bancorporation, N.A. | 13,437 | $57.3 萬 | 0.05% | +2,369+21.4% | 加碼 |
| Montecito Bank & Trust | 13,442 | $57.4 萬 | 0.13% | −21−0.2% | 減碼 |
| Cardiff Park Advisors, LLC | 13,451 | $57.4 萬 | 0.07% | +19+0.1% | 加碼 |
| Wealth Alliance | 13,482 | $57.5 萬 | 0.09% | +188+1.4% | 加碼 |
| DF Dent & Co Inc | 13,490 | $57.6 萬 | 0.01% | +13,490 | 新進 |
| Boston Trust Walden Corp | 13,515 | $57.7 萬 | 0.00% | −703−4.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,521 | $57.7 萬 | 0.06% | −9,000−40.0% | 減碼 |
| Welch Group, LLC | 13,528 | $57.7 萬 | 0.03% | +498+3.8% | 加碼 |
| Highlander Capital Management, LLC | 13,537 | $57.8 萬 | 0.27% | +900+7.1% | 加碼 |
| Wealthcare Advisory Partners LLC | 13,601 | $58.0 萬 | 0.03% | −196−1.4% | 減碼 |
| Neumann Capital Management, LLC | 13,622 | $58.1 萬 | 0.24% | −2,400−15.0% | 減碼 |
| Madison Wealth Management | 13,680 | $58.4 萬 | 0.12% | +39+0.3% | 加碼 |
| Concord Wealth Partners | 13,689 | $58.4 萬 | 0.13% | +6,556+91.9% | 加碼 |
| Jacobi Capital Management LLC | 13,693 | $58.4 萬 | 0.07% | +3,318+32.0% | 加碼 |
| Eclectic Associates Inc | 13,761 | $58.7 萬 | 0.29% | −619−4.3% | 減碼 |
| Summit X, LLC | 13,816 | $59.0 萬 | 0.14% | +1,814+15.1% | 加碼 |
| Cladis Investment Advisory, LLC | 13,821 | $59.0 萬 | 0.51% | −299−2.1% | 減碼 |
| Waldron Private Wealth LLC | 13,865 | $59.2 萬 | 0.03% | −1,749−11.2% | 減碼 |
| Osterweis Capital Management Inc | 13,896 | $59.3 萬 | 0.04% | 00.0% | 不變 |
| Shakespeare Wealth Management, Inc. | 13,909 | $59.4 萬 | 0.20% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 13,674 | $59.5 萬 | 0.66% | −1,965−12.6% | 減碼 |
| Oxford Financial Group Ltd | 13,936 | $59.5 萬 | 0.06% | +2,781+24.9% | 加碼 |
| Quadrant Private Wealth Management, LLC | 13,975 | $59.6 萬 | 0.17% | −28−0.2% | 減碼 |
| Avion Wealth | 13,995 | $59.7 萬 | 0.16% | +6,755+93.3% | 加碼 |
| TCTC Holdings, LLC | 14,005 | $59.8 萬 | 0.02% | −3,958−22.0% | 減碼 |
| Becker Capital Management Inc | 14,144 | $60.4 萬 | 0.02% | −139−1.0% | 減碼 |
| ISAM Funds (UK) Ltd | 14,177 | $60.5 萬 | 0.54% | −5,492−27.9% | 減碼 |
| Citizens Financial Group Inc | 14,180 | $60.5 萬 | 0.02% | +2,127+17.6% | 加碼 |
| Koss-Olinger Consulting, LLC | 14,190 | $60.6 萬 | 0.07% | −116−0.8% | 減碼 |
| Brooks, Moore & Associates, Inc. | 14,208 | $60.6 萬 | 0.43% | 00.0% | 不變 |
| JT Stratford LLC | 14,210 | $60.6 萬 | 0.16% | +478+3.5% | 加碼 |
| Gradient Investments LLC | 14,251 | $60.8 萬 | 0.02% | −207−1.4% | 減碼 |
| Rockland Trust Co | 14,265 | $60.9 萬 | 0.04% | −1,339−8.6% | 減碼 |
| LifeSteps Financial, Inc. | 14,289 | $61.0 萬 | 0.60% | −46−0.3% | 減碼 |
| Hexagon Capital Partners LLC | 14,422 | $61.6 萬 | 0.16% | +590+4.3% | 加碼 |
| Richwood Investment Advisors, LLC | 14,483 | $61.8 萬 | 0.60% | −498−3.3% | 減碼 |
| Hodges Capital Management Inc. | 0 | $61.9 萬 | 0.04% | −16,336−100.0% | 減碼 |
| Northwest Wealth Management, LLC | 14,514 | $61.9 萬 | 0.22% | −134−0.9% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 14,520 | $62.0 萬 | 0.20% | +11,530+385.6% | 加碼 |
| Wright Investors Service Inc | 14,542 | $62.1 萬 | 0.17% | +14,542 | 新進 |
| Park National Corp | 14,588 | $62.3 萬 | 0.03% | +7,660+110.6% | 加碼 |
| JNBA Financial Advisors | 14,656 | $62.6 萬 | 0.07% | 00.0% | 不變 |
| First National Advisers, LLC | 14,742 | $62.9 萬 | 0.58% | +498+3.5% | 加碼 |
| LexAurum Advisors, LLC | 14,745 | $62.9 萬 | 0.19% | +337+2.3% | 加碼 |
| Pure Financial Advisors, Inc. | 14,780 | $63.1 萬 | 0.03% | −2,101−12.4% | 減碼 |
| Fort Sheridan Advisors LLC | 14,785 | $63.1 萬 | 0.14% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 14,795 | $63.1 萬 | 0.16% | +22+0.1% | 加碼 |
| McDaniel Terry & Co | 14,808 | $63.2 萬 | 0.06% | 00.0% | 不變 |
| Cambridge Trust Co | 14,831 | $63.3 萬 | 0.03% | −836−5.3% | 減碼 |
| Valmark Advisers, Inc. | 14,836 | $63.3 萬 | 0.01% | −178−1.2% | 減碼 |
| Simmons Bank | 14,845 | $63.4 萬 | 0.05% | −95−0.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 14,850 | $63.4 萬 | 0.04% | −63−0.4% | 減碼 |
| Jupiter Wealth Management LLC | 15,000 | $64.0 萬 | 0.55% | 00.0% | 不變 |
| Blackhawk Capital Partners LLC. | 15,026 | $64.1 萬 | 0.45% | −36,238−70.7% | 減碼 |
| Bragg Financial Advisors, Inc | 15,058 | $64.3 萬 | 0.04% | +415+2.8% | 加碼 |
| Marcum Wealth, LLC | 15,059 | $64.3 萬 | 0.08% | +56+0.4% | 加碼 |
| Prio Wealth Limited Partnership | 15,169 | $64.7 萬 | 0.02% | −766−4.8% | 減碼 |
| Jones Financial Companies LLLP | 15,232 | $65.0 萬 | 0.00% | −6,687−30.5% | 減碼 |
| Johnson Investment Counsel Inc | 15,252 | $65.1 萬 | 0.01% | +3,475+29.5% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 15,301 | $65.3 萬 | 0.43% | +5,920+63.1% | 加碼 |
| Gilbert & Cook, Inc. | 15,326 | $65.4 萬 | 0.10% | −2,597−14.5% | 減碼 |
| Wimmer Associates 1, LLC | 15,341 | $65.5 萬 | 0.39% | −140−0.9% | 減碼 |
| Claro Advisors LLC | 15,387 | $65.7 萬 | 0.16% | +364+2.4% | 加碼 |
| Gryphon Financial Partners LLC | 15,389 | $65.7 萬 | 0.15% | −2,383−13.4% | 減碼 |
| Abbrea Capital, LLC | 15,596 | $66.6 萬 | 0.10% | +672+4.5% | 加碼 |
| Anchor Investment Management, LLC | 15,616 | $66.6 萬 | 0.09% | +1,633+11.7% | 加碼 |
| One River Asset Management, LLC | 15,691 | $66.7 萬 | 0.53% | −61,789−79.7% | 減碼 |
| Personal Cfo Solutions, LLC | 15,668 | $66.9 萬 | 0.14% | +2,206+16.4% | 加碼 |
| Edge Capital Group, LLC | 15,711 | $67.1 萬 | 0.04% | −535−3.3% | 減碼 |
| Element Wealth, LLC | 15,719 | $67.1 萬 | 0.47% | −319−2.0% | 減碼 |
| Apella Capital, LLC | 15,769 | $67.3 萬 | 0.05% | +15,769 | 新進 |
| Warren Averett Asset Management, LLC | 15,780 | $67.4 萬 | 0.03% | +767+5.1% | 加碼 |
| Koshinski Asset Management, Inc. | 15,799 | $67.4 萬 | 0.07% | −1,759−10.0% | 減碼 |
| Vertex Planning Partners, LLC | 15,799 | $67.4 萬 | 0.23% | +170+1.1% | 加碼 |
| Fukoku Mutual Life Insurance Co | 15,848 | $67.6 萬 | 0.06% | 00.0% | 不變 |
| MV Capital Management, Inc. | 15,907 | $67.9 萬 | 0.09% | +81+0.5% | 加碼 |
| AMG National Trust Bank | 15,966 | $68.1 萬 | 0.02% | −9,379−37.0% | 減碼 |
| Stokes Family Office, LLC | 16,029 | $68.4 萬 | 0.08% | +3,282+25.7% | 加碼 |
| Keystone Financial Services | 16,064 | $68.6 萬 | 0.35% | +81+0.5% | 加碼 |
| Nicolet Bankshares Inc | 16,068 | $68.6 萬 | 0.19% | −13,020−44.8% | 減碼 |
| CIC Wealth, LLC | 16,071 | $68.6 萬 | 0.24% | −972−5.7% | 減碼 |
| Mather Group, LLC. | 16,073 | $68.6 萬 | 0.01% | +1,020+6.8% | 加碼 |
| North Star Asset Management Inc | 16,134 | $68.9 萬 | 0.04% | −9−0.1% | 減碼 |
| Legacy Financial Group LLC | 16,230 | $69.3 萬 | 0.18% | −945−5.5% | 減碼 |
| Meridian Wealth Management, LLC | 16,256 | $69.4 萬 | 0.06% | −688−4.1% | 減碼 |
| Proficio Capital Partners LLC | 16,351 | $69.8 萬 | 0.09% | −372−2.2% | 減碼 |
| Hutner Capital Management Inc | 16,385 | $69.9 萬 | 0.41% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 16,390 | $70.0 萬 | 0.50% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 16,397 | $70.0 萬 | 0.03% | −657−3.9% | 減碼 |
| Douglass Winthrop Advisors, LLC | 16,400 | $70.0 萬 | 0.02% | 00.0% | 不變 |