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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 100,804 | $430.3 萬 | 0.16% | −19,428−16.2% | 減碼 |
| California First Leasing Corp | 100,400 | $428.5 萬 | 2.62% | 00.0% | 不變 |
| Imprint Wealth LLC | 100,360 | $428.5 萬 | 2.70% | +1,583+1.6% | 加碼 |
| EP Wealth Advisors, LLC | 10,834 | $428.3 萬 | 0.07% | +7,367+212.5% | 加碼 |
| Verition Fund Management LLC | 100,174 | $427.5 萬 | 0.07% | −505,316−83.5% | 減碼 |
| ExodusPoint Capital Management, LP | 99,613 | $425.1 萬 | 0.05% | −73,617−42.5% | 減碼 |
| Madison Asset Management, LLC | 99,568 | $425.0 萬 | 0.06% | +266+0.3% | 加碼 |
| Stephens Inc | 99,148 | $423.2 萬 | 0.08% | +22,744+29.8% | 加碼 |
| Regions Financial Corp | 99,021 | $422.6 萬 | 0.04% | +12,288+14.2% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 97,516 | $416.2 萬 | 0.45% | −1,177−1.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 97,283 | $415.2 萬 | 0.06% | +12,199+14.3% | 加碼 |
| Quadrature Capital Ltd | 95,711 | $408.4 萬 | 0.09% | −217,553−69.4% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 95,564 | $407.9 萬 | 2.04% | +23,169+32.0% | 加碼 |
| Apexium Financial, LP | 95,543 | $407.8 萬 | 0.36% | +10.0% | 加碼 |
| Brookmont Capital Management | 95,050 | $405.7 萬 | 2.45% | +180.0% | 加碼 |
| Bahl & Gaynor Inc | 94,827 | $404.7 萬 | 0.02% | −4,879−4.9% | 減碼 |
| Twin Capital Management Inc | 92,499 | $394.8 萬 | 0.51% | +9,691+11.7% | 加碼 |
| NWF Advisory Services Inc. | 92,394 | $394.3 萬 | 0.91% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 91,646 | $391.1 萬 | 0.12% | −75,558−45.2% | 減碼 |
| Western Financial Corp | 91,190 | $389.2 萬 | 2.65% | −160.0% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $388.0 萬 | 0.17% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 90,285 | $385.3 萬 | 0.02% | −5,494−5.7% | 減碼 |
| Callan Family Office, LLC | 90,267 | $385.3 萬 | 1.02% | −36,800−29.0% | 減碼 |
| Concentric Wealth Management, LLC | 89,909 | $383.7 萬 | 1.22% | −3,224−3.5% | 減碼 |
| Crestline Management, LP | 89,746 | $383.0 萬 | 0.42% | −210,000−70.1% | 減碼 |
| Mill Capital Management, LLC | 89,585 | $382.3 萬 | 0.36% | 00.0% | 不變 |
| Quantinno Capital Management LP | 89,400 | $381.6 萬 | 0.22% | +32,972+58.4% | 加碼 |
| Altrafin AG | 89,400 | $381.6 萬 | 1.71% | +100.0% | 加碼 |
| Factorial Partners, LLC | 89,300 | $381.1 萬 | 2.63% | 00.0% | 不變 |
| Kerrisdale Advisers, LLC | 88,821 | $379.1 萬 | 1.02% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 88,064 | $375.9 萬 | 0.04% | +8,084+10.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 88,064 | $375.9 萬 | 0.04% | +8,084+10.1% | 加碼 |
| Gifford Fong Associates | 88,052 | $375.8 萬 | 0.88% | 00.0% | 不變 |
| Elgethun Capital Management | 87,779 | $374.6 萬 | 1.13% | +813+0.9% | 加碼 |
| Richard Bernstein Advisors LLC | 87,160 | $372.0 萬 | 0.08% | 00.0% | 不變 |
| Savant Capital, LLC | 87,083 | $371.7 萬 | 0.06% | +12,260+16.4% | 加碼 |
| Vestcor Inc | 87,063 | $371.6 萬 | 0.14% | −21,487−19.8% | 減碼 |
| Capital International Inc | 86,795 | $370.4 萬 | 0.07% | +68,867+384.1% | 加碼 |
| Wesleyan Assurance Society | 86,500 | $369.1 萬 | 0.39% | 00.0% | 不變 |
| United Services Automobile Association | 86,081 | $367.4 萬 | 0.11% | +560+0.7% | 加碼 |
| Sawtooth Solutions, LLC | 85,948 | $366.8 萬 | 0.10% | +18,169+26.8% | 加碼 |
| Woodward Diversified Capital, LLC | 85,513 | $365.0 萬 | 2.75% | 00.0% | 不變 |
| McGinn Investment Management, Inc. | 85,436 | $364.6 萬 | 2.63% | −76−0.1% | 減碼 |
| RFG Advisory, LLC | 84,916 | $362.4 萬 | 0.16% | −628−0.7% | 減碼 |
| Alberta Investment Management Corp | 84,800 | $361.9 萬 | 0.03% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 84,280 | $359.7 萬 | 0.06% | −37,021−30.5% | 減碼 |
| Independent Advisor Alliance | 83,957 | $358.3 萬 | 0.16% | −2,343−2.7% | 減碼 |
| Advisory Services Network, LLC | 83,482 | $356.3 萬 | 0.09% | −3,465−4.0% | 減碼 |
| Connable Office Inc | 82,512 | $352.2 萬 | 0.48% | −75−0.1% | 減碼 |
| MAI Capital Management | 82,501 | $352.1 萬 | 0.05% | −3,359−3.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 82,368 | $351.5 萬 | 0.35% | −21,541−20.7% | 減碼 |
| Bessemer Group Inc | 81,649 | $348.4 萬 | 0.01% | +6,298+8.4% | 加碼 |
| Asio Capital, LLC | 80,709 | $344.5 萬 | 0.85% | +1,559+2.0% | 加碼 |
| Continental Advisors LLC | 80,402 | $343.2 萬 | 3.03% | 00.0% | 不變 |
| Cetera Advisors LLC | 80,369 | $343.0 萬 | 0.05% | −7,106−8.1% | 減碼 |
| Aspen Grove Capital, LLC | 80,346 | $342.9 萬 | 1.11% | +4,219+5.5% | 加碼 |
| Tiaa, FSB | 80,189 | $342.2 萬 | 0.01% | −884−1.1% | 減碼 |
| Banque Cantonale Vaudoise | 80,018 | $341.5 萬 | 0.16% | −8,800−9.9% | 減碼 |
| Wedbush Securities Inc | 79,657 | $340.0 萬 | 0.16% | −9,174−10.3% | 減碼 |
| Peapack Gladstone Financial Corp | 79,661 | $340.0 萬 | 0.06% | −1,963−2.4% | 減碼 |
| YHB Investment Advisors, Inc. | 79,539 | $339.5 萬 | 0.32% | +2,784+3.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 78,593 | $335.4 萬 | 0.11% | +14,573+22.8% | 加碼 |
| Weik Capital Management | 78,373 | $334.5 萬 | 1.58% | −1,620−2.0% | 減碼 |
| National Asset Management, Inc. | 78,554 | $333.2 萬 | 0.07% | −6,691−7.8% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $328.6 萬 | 0.47% | 00.0% | 不變 |
| Mission Wealth Management, LP | 76,575 | $326.8 萬 | 0.12% | −860−1.1% | 減碼 |
| Bradley Foster & Sargent Inc | 76,183 | $325.1 萬 | 0.07% | −1,425−1.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 75,872 | $323.8 萬 | 0.34% | +25,140+49.6% | 加碼 |
| Pinebridge Investments, L.P. | 75,715 | $323.2 萬 | 0.03% | −182,239−70.6% | 減碼 |
| Synovus Financial Corp | 75,412 | $321.9 萬 | 0.04% | +1,060+1.4% | 加碼 |
| Guardian Capital Advisors LP | 73,952 | $319.9 萬 | 0.36% | −5,011−6.3% | 減碼 |
| Culbertson A N & Co Inc | 74,832 | $319.4 萬 | 0.62% | −3,770−4.8% | 減碼 |
| HighMark Wealth Management LLC | 74,775 | $319.1 萬 | 2.40% | +330.0% | 加碼 |
| Easterly Investment Partners LLC | 74,490 | $317.9 萬 | 0.28% | −2,830−3.7% | 減碼 |
| Huntington National Bank | 74,026 | $315.9 萬 | 0.03% | −2,369−3.1% | 減碼 |
| Allworth Financial LP | 74,009 | $315.9 萬 | 0.03% | +16,362+28.4% | 加碼 |
| Lawson Kroeker Investment Management Inc | 73,786 | $314.9 萬 | 0.76% | −1,133−1.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 73,781 | $314.9 萬 | 0.20% | +1,789+2.5% | 加碼 |
| Welch & Forbes LLC | 73,476 | $313.6 萬 | 0.05% | +176+0.2% | 加碼 |
| Vontobel Holding Ltd. | 73,430 | $313.4 萬 | 0.03% | −19,558−21.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 72,953 | $311.4 萬 | 0.07% | +14,468+24.7% | 加碼 |
| Schnieders Capital Management LLC | 72,329 | $308.7 萬 | 0.64% | −6,561−8.3% | 減碼 |
| Transcend Wealth Collective, LLC | 71,095 | $303.4 萬 | 0.29% | −341−0.5% | 減碼 |
| Pinnacle Bancorp, Inc. | 70,666 | $301.6 萬 | 1.03% | −420−0.6% | 減碼 |
| Karpas Strategies, LLC | 70,604 | $301.3 萬 | 1.02% | +277+0.4% | 加碼 |
| Moody National Bank Trust Division | 69,546 | $296.8 萬 | 0.20% | −132−0.2% | 減碼 |
| Merit Financial Group, LLC | 68,764 | $293.5 萬 | 0.10% | +3,130+4.8% | 加碼 |
| Lee Danner & Bass Inc | 68,509 | $292.4 萬 | 0.25% | −515−0.7% | 減碼 |
| Horizon Investments, LLC | 69,018 | $292.3 萬 | 0.08% | +3,741+5.7% | 加碼 |
| Pathstone Family Office, LLC | 72,507 | $291.1 萬 | 0.04% | +4,781+7.1% | 加碼 |
| Bleakley Financial Group, LLC | 68,167 | $290.9 萬 | 0.09% | +8,915+15.0% | 加碼 |
| Sigma Planning Corp | 68,151 | $290.9 萬 | 0.10% | −16,880−19.9% | 減碼 |
| SWS Partners | 67,576 | $288.3 萬 | 1.04% | −542−0.8% | 減碼 |
| Pinnacle Financial Partners Inc | 67,528 | $288.2 萬 | 0.07% | −3,830−5.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 66,637 | $284.4 萬 | 0.04% | −386−0.6% | 減碼 |
| Moors & Cabot, Inc. | 66,440 | $283.6 萬 | 0.19% | −3,713−5.3% | 減碼 |
| Burney Co | 66,424 | $283.5 萬 | 0.13% | −2,497−3.6% | 減碼 |
| RMB Capital Management, LLC | 66,321 | $283.1 萬 | 0.09% | +51+0.1% | 加碼 |
| Argent Trust Co | 66,131 | $282.2 萬 | 0.15% | −1,770−2.6% | 減碼 |
| Boston Private Wealth LLC | 65,937 | $281.4 萬 | 0.05% | −6,830−9.4% | 減碼 |