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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 65,576 | $279.9 萬 | 0.04% | −72,567−52.5% | 減碼 |
| Slagle Financial, LLC | 65,209 | $278.3 萬 | 1.73% | +65,209 | 新進 |
| Daymark Wealth Partners, LLC | 64,834 | $276.7 萬 | 0.21% | +40,120+162.3% | 加碼 |
| Shelton Capital Management | 64,525 | $275.4 萬 | 0.10% | −300.0% | 減碼 |
| Parcion Private Wealth LLC | 64,301 | $274.4 萬 | 0.28% | +184+0.3% | 加碼 |
| InterOcean Capital Group, LLC | 64,157 | $273.8 萬 | 0.09% | −2,204−3.3% | 減碼 |
| Greenleaf Trust | 63,737 | $272.0 萬 | 0.03% | −1,218−1.9% | 減碼 |
| Veritable, L.P. | 63,647 | $271.6 萬 | 0.04% | +4,072+6.8% | 加碼 |
| Verdence Capital Advisors LLC | 63,517 | $271.1 萬 | 0.31% | +1,356+2.2% | 加碼 |
| Focus Financial Network, Inc. | 62,278 | $265.8 萬 | 0.15% | +4,705+8.2% | 加碼 |
| Veriti Management LLC | 61,650 | $263.1 萬 | 0.29% | +5,719+10.2% | 加碼 |
| Lowe Brockenbrough & Co Inc | 61,490 | $262.4 萬 | 0.20% | −650−1.0% | 減碼 |
| Perkins Coie Trust Co | 61,311 | $261.7 萬 | 0.74% | −3,855−5.9% | 減碼 |
| IMS Capital Management | 61,283 | $261.6 萬 | 1.45% | −285−0.5% | 減碼 |
| Mach-1 Financial Group, Inc. | 61,065 | $260.6 萬 | 1.04% | +57,682+1,705.1% | 加碼 |
| S&CO Inc | 61,043 | $260.5 萬 | 0.21% | −4,960−7.5% | 減碼 |
| Logan Capital Management Inc | 61,003 | $260.4 萬 | 0.12% | +468+0.8% | 加碼 |
| DRW Securities, LLC | 60,948 | $260.1 萬 | 0.20% | +45,274+288.8% | 加碼 |
| Valeo Financial Advisors, LLC | 60,586 | $258.6 萬 | 0.12% | +3,374+5.9% | 加碼 |
| Robinson Value Management, Ltd. | 59,991 | $256.0 萬 | 1.85% | +1,152+2.0% | 加碼 |
| Kingsview Wealth Management, LLC | 59,573 | $254.3 萬 | 0.10% | +1,366+2.3% | 加碼 |
| Capital Markets Trading UK LLP | 59,180 | $252.6 萬 | 1.85% | +59,180 | 新進 |
| Alpha DNA Investment Management LLC | 59,157 | $252.5 萬 | 1.43% | +16,190+37.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 59,130 | $252.4 萬 | 0.12% | −1,458−2.4% | 減碼 |
| Capital Investment Advisors, LLC | 59,098 | $252.2 萬 | 0.08% | −2,059−3.4% | 減碼 |
| Goelzer Investment Management, Inc. | 59,054 | $252.0 萬 | 0.21% | −2,761−4.5% | 減碼 |
| Brown Brothers Harriman & Co | 58,850 | $251.2 萬 | 0.02% | −5,229−8.2% | 減碼 |
| Wetherby Asset Management Inc | 58,444 | $249.4 萬 | 0.13% | +2,218+3.9% | 加碼 |
| Montag A & Associates Inc | 58,061 | $247.8 萬 | 0.15% | −13,599−19.0% | 減碼 |
| Argyle Capital Management Inc. | 58,043 | $247.7 萬 | 0.89% | −2,750−4.5% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 57,530 | $245.5 萬 | 0.59% | +6,131+11.9% | 加碼 |
| DeepCurrents Investment Group LLC | 57,464 | $245.3 萬 | 0.11% | +57,464 | 新進 |
| Toroso Investments, LLC | 56,879 | $242.8 萬 | 0.07% | −6,421−10.1% | 減碼 |
| Signet Financial Management, LLC | 56,710 | $242.0 萬 | 0.38% | +56,710 | 新進 |
| Stonebridge Capital Advisors LLC | 56,676 | $241.9 萬 | 0.26% | −519−0.9% | 減碼 |
| Paradigm Asset Management Co LLC | 56,402 | $240.7 萬 | 0.65% | +10,600+23.1% | 加碼 |
| Snowden Capital Advisors LLC | 56,222 | $240.0 萬 | 0.09% | +1,251+2.3% | 加碼 |
| Mount Yale Investment Advisors, LLC | 56,066 | $239.3 萬 | 0.25% | −772−1.4% | 減碼 |
| FDx Advisors, Inc. | 55,894 | $238.6 萬 | 0.13% | −2,663−4.5% | 減碼 |
| London Co of Virginia | 55,582 | $237.2 萬 | 0.01% | −1,749−3.1% | 減碼 |
| Alaska Permanent Fund Corp | 55,300 | $236.0 萬 | 0.05% | +55,300 | 新進 |
| SOL Capital Management CO | 55,243 | $235.8 萬 | 0.36% | −125−0.2% | 減碼 |
| Marks Group Wealth Management, Inc | 55,187 | $235.5 萬 | 0.28% | +3,042+5.8% | 加碼 |
| Mitchell Sinkler & Starr | 55,125 | $235.3 萬 | 0.67% | 00.0% | 不變 |
| CMT Capital Markets Trading GmbH | 54,900 | $234.3 萬 | 0.97% | +12,400+29.2% | 加碼 |
| Pictet Bank & Trust Ltd | 54,807 | $233.9 萬 | 1.91% | −528−1.0% | 減碼 |
| Oldfather Financial Services, LLC | 54,793 | $233.9 萬 | 1.14% | +30.0% | 加碼 |
| Legato Capital Management LLC | 54,661 | $233.3 萬 | 0.32% | 00.0% | 不變 |
| Selway Asset Management | 54,600 | $233.0 萬 | 1.02% | +17,400+46.8% | 加碼 |
| DoubleLine ETF Adviser LP | 54,441 | $232.4 萬 | 0.86% | +11,681+27.3% | 加碼 |
| Apollon Wealth Management, LLC | 54,225 | $231.4 萬 | 0.11% | +8,420+18.4% | 加碼 |
| Park Avenue Securities LLC | 53,500 | $228.3 萬 | 0.04% | +11,308+26.8% | 加碼 |
| HB Wealth Management, LLC | 53,459 | $228.2 萬 | 0.04% | +14,120+35.9% | 加碼 |
| Equitable Holdings, Inc. | 53,195 | $227.0 萬 | 0.03% | +8,303+18.5% | 加碼 |
| Segall Bryant & Hamill, LLC | 53,114 | $226.7 萬 | 0.02% | −596−1.1% | 減碼 |
| Fiduciary Trust Co | 53,085 | $226.6 萬 | 0.04% | −19,271−26.6% | 減碼 |
| Sumitomo Life Insurance Co | 52,875 | $225.7 萬 | 0.10% | −5,147−8.9% | 減碼 |
| LGT Group Foundation | 52,777 | $225.3 萬 | 0.05% | +88+0.2% | 加碼 |
| Ritholtz Wealth Management | 52,740 | $225.1 萬 | 0.10% | +18,153+52.5% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 52,390 | $223.6 萬 | 0.02% | −4,640−8.1% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 52,330 | $223.3 萬 | 0.03% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 52,042 | $222.1 萬 | 0.20% | −4,628−8.2% | 減碼 |
| Central Trust Co | 51,876 | $221.4 萬 | 0.06% | +7,671+17.4% | 加碼 |
| Geneos Wealth Management Inc. | 51,859 | $221.3 萬 | 0.12% | +12,859+33.0% | 加碼 |
| Capital Investment Counsel, Inc | 51,551 | $220.0 萬 | 0.43% | +8,075+18.6% | 加碼 |
| Aft, Forsyth & Sober, LLC | 51,500 | $219.8 萬 | 0.91% | +1,500+3.0% | 加碼 |
| KG&L Capital Management,LLC | 51,382 | $219.3 萬 | 1.05% | −643−1.2% | 減碼 |
| WCG Wealth Advisors LLC | 50,838 | $216.4 萬 | 0.25% | −2,749−5.1% | 減碼 |
| KCM Investment Advisors LLC | 50,585 | $215.9 萬 | 0.09% | −153,728−75.2% | 減碼 |
| Checchi Capital Advisers, LLC | 50,371 | $215.0 萬 | 0.19% | +891+1.8% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 50,300 | $214.7 萬 | 0.42% | 00.0% | 不變 |
| Anson Funds Management LP | 50,000 | $213.4 萬 | 0.64% | 00.0% | 不變 |
| Iat Reinsurance Co Ltd. | 50,000 | $213.4 萬 | 0.41% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 49,931 | $213.1 萬 | 0.05% | −2,992−5.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,841 | $212.7 萬 | 0.14% | +1,505+3.1% | 加碼 |
| PFS Investments Inc. | 49,605 | $211.7 萬 | 0.03% | +1,918+4.0% | 加碼 |
| Clearstead Advisors, LLC | 49,540 | $211.4 萬 | 0.13% | −2,339−4.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 49,525 | $211.4 萬 | 0.03% | +4,264+9.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 49,521 | $211.4 萬 | 0.15% | +270+0.5% | 加碼 |
| HM Payson & Co | 49,424 | $210.9 萬 | 0.05% | −300−0.6% | 減碼 |
| Pring Turner Capital Group Inc | 49,272 | $210.3 萬 | 1.93% | +425+0.9% | 加碼 |
| Vista Wealth Management Group, LLC | 49,244 | $210.2 萬 | 0.21% | +29,663+151.5% | 加碼 |
| Shayne & Co., LLC | 49,177 | $209.9 萬 | 1.06% | −62−0.1% | 減碼 |
| Fund Management at Engine No. 1 LLC | 48,845 | $208.5 萬 | 0.38% | +2,624+5.7% | 加碼 |
| Associated Banc-Corp | 48,828 | $208.4 萬 | 0.08% | −1,451−2.9% | 減碼 |
| White Pine Capital LLC | 48,749 | $208.1 萬 | 0.78% | −1,171−2.3% | 減碼 |
| Xcel Wealth Management, LLC | 48,735 | $208.0 萬 | 0.66% | +1,832+3.9% | 加碼 |
| Global Frontier Investments LLC | 48,661 | $207.6 萬 | 0.91% | 00.0% | 不變 |
| Stableford Capital II LLC | 47,463 | $207.3 萬 | 0.92% | +47,463 | 新進 |
| DFPG Investments, LLC | 44,673 | $206.7 萬 | 0.19% | +12,735+39.9% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 48,151 | $205.5 萬 | 0.69% | +279+0.6% | 加碼 |
| Meitav Dash Investments Ltd | 49,199 | $204.8 萬 | 0.02% | −313−0.6% | 減碼 |
| Fragasso Group Inc. | 47,969 | $204.7 萬 | 0.22% | −44,437−48.1% | 減碼 |
| IFP Advisors, Inc | 42,351 | $204.4 萬 | 0.10% | −76−0.2% | 減碼 |
| Foster Group, Inc. | 47,842 | $204.2 萬 | 0.12% | +829+1.8% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 47,724 | $203.7 萬 | 0.60% | +3,874+8.8% | 加碼 |
| United Asset Strategies, Inc. | 47,708 | $203.6 萬 | 0.25% | +165+0.3% | 加碼 |
| Somerset Group LLC | 47,629 | $203.3 萬 | 1.70% | 00.0% | 不變 |
| Profund Advisors LLC | 47,449 | $202.5 萬 | 0.11% | −2,736−5.5% | 減碼 |
| Shell Asset Management Co | 47,375 | $202.2 萬 | 0.08% | −19,403−29.1% | 減碼 |