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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 180,000 | $768.2 萬 | 0.55% | −16,000−8.2% | 減碼 |
| RBF Capital, LLC | 180,000 | $768.2 萬 | 0.48% | +80,000+80.0% | 加碼 |
| UniSuper Management Pty Ltd | 177,025 | $755.5 萬 | 0.09% | +177,025 | 新進 |
| Wealthsource Partners, LLC | 176,286 | $752.4 萬 | 0.50% | −2,047−1.1% | 減碼 |
| JustInvest LLC | 175,378 | $748.5 萬 | 0.23% | +22,087+14.4% | 加碼 |
| GWM Advisors LLC | 174,496 | $744.7 萬 | 0.08% | −8,682−4.7% | 減碼 |
| TD Waterhouse Canada Inc. | 156,179 | $739.2 萬 | 0.07% | −43,237−21.7% | 減碼 |
| GTS Securities LLC | 172,729 | $737.2 萬 | 0.23% | +172,729 | 新進 |
| Bokf, NA | 171,215 | $730.7 萬 | 0.15% | +32,039+23.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 171,164 | $730.5 萬 | 0.24% | +8,916+5.5% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 169,510 | $723.5 萬 | 3.35% | 00.0% | 不變 |
| Atria Investments LLC | 168,812 | $720.4 萬 | 0.13% | −16,494−8.9% | 減碼 |
| Wolverine Trading, LLC | 169,056 | $717.6 萬 | 0.10% | +16,311+10.7% | 加碼 |
| Highland Capital Management, LLC | 167,329 | $714.2 萬 | 0.46% | −3,707−2.2% | 減碼 |
| Waycross Partners, LLC | 166,356 | $710.0 萬 | 1.54% | +28,330+20.5% | 加碼 |
| New England Asset Management Inc | 164,937 | $704.0 萬 | 1.02% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 164,882 | $703.7 萬 | 0.28% | −220−0.1% | 減碼 |
| Metropolitan Life Insurance Co | 163,520 | $697.9 萬 | 0.34% | −6,915−4.1% | 減碼 |
| Adams Asset Advisors, LLC | 160,516 | $685.1 萬 | 1.00% | −26,250−14.1% | 減碼 |
| Meritage Portfolio Management | 158,754 | $677.6 萬 | 0.48% | −9,238−5.5% | 減碼 |
| CSM Advisors, LLC | 158,180 | $675.4 萬 | 0.51% | −345−0.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 156,461 | $667.8 萬 | 0.11% | −4,550−2.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 155,983 | $665.7 萬 | 0.55% | −2,954−1.9% | 減碼 |
| Kestra Advisory Services, LLC | 155,878 | $665.3 萬 | 0.07% | −9,485−5.7% | 減碼 |
| Advisor Partners II, LLC | 155,542 | $663.9 萬 | 0.31% | +40,040+34.7% | 加碼 |
| BTC Capital Management, Inc. | 154,641 | $660.4 萬 | 0.71% | −2,102−1.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 153,868 | $656.7 萬 | 0.69% | +902+0.6% | 加碼 |
| Cynosure Management, LLC | 153,455 | $654.9 萬 | 1.97% | +74,460+94.3% | 加碼 |
| Chartwell Investment Partners, LLC | 151,928 | $648.4 萬 | 0.23% | +38,178+33.6% | 加碼 |
| Edgar Lomax Co | 150,957 | $644.3 萬 | 0.42% | −2,068−1.4% | 減碼 |
| Ally Financial Inc. | 150,000 | $640.2 萬 | 0.90% | 00.0% | 不變 |
| Monte Financial Group, LLC | 148,712 | $634.7 萬 | 3.09% | +4,021+2.8% | 加碼 |
| Poehling Capital Management, LLC | 148,276 | $632.8 萬 | 2.14% | −3,367−2.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 148,236 | $632.7 萬 | 0.10% | −14,261−8.8% | 減碼 |
| Empowered Funds, LLC | 144,868 | $618.3 萬 | 0.22% | +35,299+32.2% | 加碼 |
| EA Series Trust | 144,868 | $618.3 萬 | 0.22% | +144,868 | 新進 |
| BerganKDV Wealth Management, LLC | 144,335 | $616.0 萬 | 0.62% | +704+0.5% | 加碼 |
| Blume Capital Management, Inc. | 143,533 | $612.6 萬 | 1.81% | +5,150+3.7% | 加碼 |
| Tufton Capital Management | 142,058 | $606.3 萬 | 1.31% | −879−0.6% | 減碼 |
| Gibraltar Capital Management, Inc. | 141,494 | $603.9 萬 | 2.68% | −2,121−1.5% | 減碼 |
| Picton Mahoney Asset Management | 138,960 | $593.0 萬 | 0.29% | −13,350−8.8% | 減碼 |
| La Banque Postale Asset Management SA | 137,967 | $588.8 萬 | 0.14% | −39,039−22.1% | 減碼 |
| Los Angeles Capital Management LLC | 137,928 | $588.7 萬 | 0.02% | −37,856−21.5% | 減碼 |
| DCM Advisors, LLC | 137,584 | $587.2 萬 | 2.52% | −1,123−0.8% | 減碼 |
| Salzhauer Michael | 137,549 | $587.1 萬 | 6.34% | +2,557+1.9% | 加碼 |
| Jarislowsky, Fraser Ltd | 136,081 | $580.8 萬 | 0.03% | −13,000−8.7% | 減碼 |
| Institutional & Family Asset Management, LLC | 135,804 | $579.6 萬 | 0.95% | +590.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 134,695 | $574.9 萬 | 0.43% | −892−0.7% | 減碼 |
| tru Independence LLC | 133,919 | $571.6 萬 | 1.88% | +5,690+4.4% | 加碼 |
| Beacon Financial Group | 133,425 | $566.4 萬 | 0.77% | −2,613−1.9% | 減碼 |
| Estabrook Capital Management | 132,641 | $566.1 萬 | 0.94% | −1,098−0.8% | 減碼 |
| TD Private Client Wealth LLC | 130,050 | $555.1 萬 | 0.24% | +14,587+12.6% | 加碼 |
| Nomura Holdings Inc | 129,534 | $552.9 萬 | 0.06% | −100,619−43.7% | 減碼 |
| Man Group plc | 129,074 | $550.9 萬 | 0.02% | – | – |
| Long Focus Capital Management, LLC | 128,900 | $550.1 萬 | 0.83% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 128,864 | $550.0 萬 | 1.94% | +105+0.1% | 加碼 |
| Chesley Taft & Associates LLC | 128,516 | $548.5 萬 | 0.34% | −2,409−1.8% | 減碼 |
| Wedmont Private Capital | 125,570 | $547.0 萬 | 0.59% | +107,249+585.4% | 加碼 |
| Sicart Associates LLC | 128,128 | $546.9 萬 | 2.12% | −680−0.5% | 減碼 |
| Baxter Bros Inc | 127,507 | $544.2 萬 | 0.81% | −2,078−1.6% | 減碼 |
| Phoenix Holdings Ltd. | 127,239 | $544.0 萬 | 0.11% | −3,201,841−96.2% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 126,548 | $540.1 萬 | 0.49% | +982+0.8% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 125,634 | $536.2 萬 | 0.70% | −302,671−70.7% | 減碼 |
| Interval Partners, LP | 123,509 | $527.1 萬 | 0.26% | −42,618−25.7% | 減碼 |
| Sowell Financial Services LLC | 123,510 | $527.1 萬 | 0.29% | +25,375+25.9% | 加碼 |
| Metis Global Partners, LLC | 122,564 | $523.1 萬 | 0.28% | −9,849−7.4% | 減碼 |
| Kovitz Investment Group Partners, LLC | 122,373 | $522.3 萬 | 0.08% | +1,631+1.4% | 加碼 |
| Empirical Finance, LLC | 121,476 | $518.5 萬 | 0.40% | +11,819+10.8% | 加碼 |
| Tower Bridge Advisors | 120,509 | $514.3 萬 | 0.47% | −2,351−1.9% | 減碼 |
| Whittier Trust Co | 119,450 | $509.8 萬 | 0.09% | −6,989−5.5% | 減碼 |
| First National Bank of Omaha | 118,928 | $507.6 萬 | 0.29% | −4,872−3.9% | 減碼 |
| Thompson Investment Management, Inc. | 118,507 | $505.8 萬 | 0.82% | +1,338+1.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 118,359 | $505.2 萬 | 0.13% | −1,420−1.2% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 117,394 | $501.0 萬 | 0.63% | +485+0.4% | 加碼 |
| Caxton Associates LP | 116,387 | $496.7 萬 | 0.73% | +116,387 | 新進 |
| Avantax Advisory Services, Inc. | 115,650 | $493.6 萬 | 0.06% | +8,851+8.3% | 加碼 |
| Clayton Partners LLC | 114,756 | $489.8 萬 | 4.23% | −50,995−30.8% | 減碼 |
| Lido Advisors, LLC | 114,434 | $488.4 萬 | 0.06% | −117,059−50.6% | 減碼 |
| Hoey Investments, Inc | 113,026 | $482.4 萬 | 1.60% | +8,109+7.7% | 加碼 |
| Bard Financial Services, Inc. | 112,445 | $479.9 萬 | 0.37% | +26,250+30.5% | 加碼 |
| MSD Partners, L.P. | 112,325 | $479.4 萬 | 0.44% | 00.0% | 不變 |
| River & Mercantile Asset Management LLP | 112,049 | $478.2 萬 | 0.95% | −11,850−9.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 111,883 | $477.5 萬 | 0.36% | +7,504+7.2% | 加碼 |
| NBW Capital LLC | 110,561 | $471.9 萬 | 1.10% | +7,226+7.0% | 加碼 |
| PFG Advisors | 110,284 | $470.7 萬 | 0.36% | −4,333−3.8% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 108,920 | $464.9 萬 | 0.31% | −43,090−28.3% | 減碼 |
| Integrated Wealth Concepts LLC | 108,323 | $462.3 萬 | 0.08% | +8,565+8.6% | 加碼 |
| King Luther Capital Management Corp | 108,267 | $462.1 萬 | 0.02% | +4,621+4.5% | 加碼 |
| Harvest Portfolios Group Inc. | 108,184 | $461.7 萬 | 0.21% | −8,358−7.2% | 減碼 |
| Hutchinson Capital Management | 107,673 | $459.5 萬 | 1.08% | +390.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 104,978 | $448.0 萬 | 0.09% | −49,238−31.9% | 減碼 |
| Dorchester Wealth Management Co | 104,738 | $447.0 萬 | 0.91% | +2,540+2.5% | 加碼 |
| Ieq Capital, LLC | 104,696 | $446.8 萬 | 0.09% | +7,368+7.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 104,277 | $445.1 萬 | 0.56% | +104,277 | 新進 |
| Vinva Investment Management Ltd | 104,491 | $443.6 萬 | 0.39% | +15,607+17.6% | 加碼 |
| Unison Asset Management LLC | 102,151 | $436.0 萬 | 2.91% | +129+0.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 102,091 | $435.7 萬 | 0.16% | −28,825−22.0% | 減碼 |
| Barr E S & Co | 101,808 | $434.5 萬 | 0.33% | −543−0.5% | 減碼 |
| Level Four Advisory Services, LLC | 101,634 | $433.8 萬 | 0.26% | +1,747+1.7% | 加碼 |
| Winslow Asset Management Inc | 101,020 | $431.2 萬 | 0.93% | −2,910−2.8% | 減碼 |