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 |
|---|---|---|---|---|---|
| Circle Wealth Management, LLC | 33,975 | $145.0 萬 | 0.19% | +91+0.3% | 加碼 |
| Spears Abacus Advisors LLC | 33,821 | $144.3 萬 | 0.12% | −6,226−15.5% | 減碼 |
| Brighton Jones LLC | 33,556 | $143.2 萬 | 0.07% | +2,532+8.2% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 33,368 | $142.4 萬 | 0.06% | −365−1.1% | 減碼 |
| Chemistry Wealth Management LLC | 33,358 | $142.4 萬 | 0.46% | −1,567−4.5% | 減碼 |
| Strategic Investment Advisors | 33,312 | $142.2 萬 | 0.20% | +16,400+97.0% | 加碼 |
| Duff & Phelps Investment Management Co | 33,240 | $141.9 萬 | 0.02% | +600+1.8% | 加碼 |
| Northwest Capital Management Inc | 33,186 | $141.6 萬 | 0.59% | −1,187−3.5% | 減碼 |
| Continuum Advisory, LLC | 32,988 | $140.8 萬 | 0.22% | +297+0.9% | 加碼 |
| Carlson Capital Management | 32,969 | $140.7 萬 | 0.08% | +2,938+9.8% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 32,942 | $140.6 萬 | 0.30% | −46,807−58.7% | 減碼 |
| Applied Capital LLC | 32,768 | $139.9 萬 | 1.33% | −36−0.1% | 減碼 |
| Coldstream Capital Management Inc | 32,725 | $139.7 萬 | 0.04% | −615−1.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 32,723 | $139.7 萬 | 0.26% | +1,008+3.2% | 加碼 |
| Diversified Trust Co | 32,659 | $139.4 萬 | 0.05% | −1,059−3.1% | 減碼 |
| Johnson Financial Group, Inc. | 32,653 | $139.4 萬 | 0.10% | +760+2.4% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,449 | $138.5 萬 | 0.81% | −1,385−4.1% | 減碼 |
| Sterneck Capital Management, LLC | 32,322 | $137.9 萬 | 0.85% | +73+0.2% | 加碼 |
| Massachusetts Wealth Management | 32,310 | $137.9 萬 | 1.32% | +1,925+6.3% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $137.4 萬 | 0.49% | 00.0% | 不變 |
| Foresight Global Investors, Inc. | 32,063 | $136.8 萬 | 0.74% | 00.0% | 不變 |
| AF Advisors, Inc. | 32,040 | $136.7 萬 | 0.46% | 00.0% | 不變 |
| Smith Shellnut Wilson LLC | 31,856 | $136.0 萬 | 0.77% | 00.0% | 不變 |
| Marco Investment Management LLC | 31,848 | $135.9 萬 | 0.15% | +50+0.2% | 加碼 |
| Credit Agricole S A | 31,786 | $135.7 萬 | 0.04% | −35,676−52.9% | 減碼 |
| Clarius Group, LLC | 31,775 | $135.6 萬 | 0.10% | −3,881−10.9% | 減碼 |
| Vise Technologies, Inc. | 31,760 | $135.6 萬 | 0.33% | +8,608+37.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 31,709 | $135.3 萬 | 0.02% | +3,224+11.3% | 加碼 |
| Mystic Asset Management, Inc. | 31,619 | $134.9 萬 | 0.72% | −1,273−3.9% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 31,593 | $134.8 萬 | 0.09% | −710−2.2% | 減碼 |
| Granite Investment Partners, LLC | 31,587 | $134.8 萬 | 0.05% | 00.0% | 不變 |
| Founders Financial Securities LLC | 31,571 | $134.7 萬 | 0.18% | +240+0.8% | 加碼 |
| Parallel Advisors, LLC | 31,346 | $133.8 萬 | 0.04% | −251−0.8% | 減碼 |
| Narwhal Capital Management | 31,305 | $133.6 萬 | 0.16% | +2,504+8.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 31,259 | $133.4 萬 | 0.17% | −7,575−19.5% | 減碼 |
| NorthRock Partners, LLC | 31,184 | $133.1 萬 | 0.15% | −8,422−21.3% | 減碼 |
| Conning Inc. | 31,146 | $132.9 萬 | 0.04% | −3,560−10.3% | 減碼 |
| Steel Peak Wealth Management LLC | 31,104 | $132.8 萬 | 0.08% | +2,693+9.5% | 加碼 |
| Tradition Wealth Management, LLC | 31,060 | $132.6 萬 | 0.15% | −1,098−3.4% | 減碼 |
| Vista Investment Management | 31,019 | $132.4 萬 | 0.67% | −1,186−3.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 30,973 | $132.2 萬 | 0.09% | +5,897+23.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 30,890 | $131.8 萬 | 0.03% | +4,505+17.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 30,862 | $131.7 萬 | 0.03% | −47,667−60.7% | 減碼 |
| Resources Management Corp | 30,630 | $130.7 萬 | 0.20% | +25,417+487.6% | 加碼 |
| Everett Harris & Co | 30,525 | $130.3 萬 | 0.02% | −400−1.3% | 減碼 |
| HF Advisory Group, LLC | 30,468 | $130.0 萬 | 1.03% | +8,521+38.8% | 加碼 |
| Chicago Partners Investment Group LLC | 28,832 | $130.0 萬 | 0.07% | +994+3.6% | 加碼 |
| Lighthouse Investment Partners, LLC | 30,461 | $130.0 萬 | 0.10% | +30,461 | 新進 |
| Wilkinson Global Asset Management LLC | 30,400 | $129.7 萬 | 0.10% | 00.0% | 不變 |
| Scott & Selber, Inc. | 30,399 | $129.7 萬 | 0.51% | −128−0.4% | 減碼 |
| Meridian Investment Counsel Inc. | 30,191 | $128.9 萬 | 0.46% | −50−0.2% | 減碼 |
| Fidelis Capital Partners, LLC | 30,137 | $128.6 萬 | 0.47% | +837+2.9% | 加碼 |
| Schechter Investment Advisors, LLC | 30,137 | $128.6 萬 | 0.12% | +2,608+9.5% | 加碼 |
| Soltis Investment Advisors LLC | 30,011 | $128.1 萬 | 0.15% | +365+1.2% | 加碼 |
| MYDA Advisors LLC | 30,000 | $128.0 萬 | 0.50% | −6,000−16.7% | 減碼 |
| Penserra Capital Management LLC | 29,624 | $126.3 萬 | 0.02% | +24,906+527.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 29,570 | $126.2 萬 | 0.04% | −866−2.8% | 減碼 |
| Shelton Wealth Management, LLC | 29,485 | $125.8 萬 | 0.98% | −774−2.6% | 減碼 |
| Ironwood Investment Counsel, LLC | 29,233 | $124.8 萬 | 0.28% | +40.0% | 加碼 |
| We Are One Seven, LLC | 29,201 | $124.6 萬 | 0.11% | −7,879−21.2% | 減碼 |
| Neville Rodie & Shaw Inc | 29,177 | $124.5 萬 | 0.11% | −6,375−17.9% | 減碼 |
| NVWM, LLC | 29,147 | $124.4 萬 | 0.40% | +4,244+17.0% | 加碼 |
| Private Trust Co NA | 28,956 | $123.6 萬 | 0.16% | −6,925−19.3% | 減碼 |
| Fiduciary Group LLC | 28,816 | $123.0 萬 | 0.15% | −819−2.8% | 減碼 |
| Baker Avenue Asset Management, LP | 28,811 | $123.0 萬 | 0.06% | +1,920+7.1% | 加碼 |
| Capital Asset Advisory Services LLC | 28,184 | $122.8 萬 | 0.09% | +2,822+11.1% | 加碼 |
| Lee Financial Co | 28,636 | $122.2 萬 | 0.21% | −1,270−4.2% | 減碼 |
| Trust Co of Toledo NA | 28,611 | $122.1 萬 | 0.21% | +1,548+5.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,559 | $121.9 萬 | 0.00% | −54,072−65.4% | 減碼 |
| Symmetry Partners, LLC | 28,548 | $121.8 萬 | 0.06% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 28,365 | $121.1 萬 | 0.01% | −3,219−10.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 28,303 | $120.8 萬 | 0.20% | −2,041−6.7% | 減碼 |
| Ostrum Asset Management | 27,976 | $119.4 萬 | 0.10% | +24+0.1% | 加碼 |
| Rehmann Capital Advisory Group | 27,931 | $119.2 萬 | 0.11% | +709+2.6% | 加碼 |
| Leavell Investment Management, Inc. | 27,914 | $119.1 萬 | 0.08% | −1,084−3.7% | 減碼 |
| N.E.W. Advisory Services LLC | 27,676 | $118.1 萬 | 0.16% | +1,427+5.4% | 加碼 |
| Venture Visionary Partners LLC | 27,655 | $118.0 萬 | 0.07% | +779+2.9% | 加碼 |
| Joel Isaacson & Co., LLC | 27,607 | $117.8 萬 | 0.08% | −7,097−20.5% | 減碼 |
| Rothschild Investment Corp | 27,545 | $117.6 萬 | 0.10% | +3,459+14.4% | 加碼 |
| Citizens National Bank Trust Department | 27,515 | $117.4 萬 | 0.31% | −25−0.1% | 減碼 |
| Eos Management, L.P. | 27,500 | $117.4 萬 | 0.55% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 27,450 | $117.2 萬 | 0.07% | −2,183−7.4% | 減碼 |
| Grimes & Company, Inc. | 27,344 | $116.7 萬 | 0.04% | −3,561−11.5% | 減碼 |
| Hendershot Investments Inc. | 27,326 | $116.6 萬 | 0.19% | −4,494−14.1% | 減碼 |
| Jeppson Wealth Management, LLC | 27,264 | $116.4 萬 | 0.51% | +171+0.6% | 加碼 |
| Hoylecohen, LLC | 27,158 | $115.9 萬 | 0.10% | +20.0% | 加碼 |
| Northside Capital Management, LLC | 27,127 | $115.8 萬 | 0.40% | 00.0% | 不變 |
| Desjardins Global Asset Management Inc. | 26,995 | $115.2 萬 | 0.13% | +3,846+16.6% | 加碼 |
| Sterling Investment Management, Inc. | 26,821 | $114.5 萬 | 0.91% | −415−1.5% | 減碼 |
| Archford Capital Strategies, LLC | 24,627 | $114.3 萬 | 0.22% | −4,696−16.0% | 減碼 |
| Holderness Investments Co | 26,438 | $112.8 萬 | 0.42% | +199+0.8% | 加碼 |
| Coastal Investment Advisors, Inc. | 26,357 | $112.5 萬 | 0.25% | +1,784+7.3% | 加碼 |
| Sentry Investment Management LLC | 26,345 | $112.4 萬 | 0.42% | −464−1.7% | 減碼 |
| First Financial Bank - Trust Division | 26,318 | $112.3 萬 | 0.12% | −235−0.9% | 減碼 |
| Aspiriant, LLC | 26,255 | $112.1 萬 | 0.06% | +168+0.6% | 加碼 |
| Lodestar Private Asset Management LLC | 26,242 | $112.0 萬 | 0.19% | −5,839−18.2% | 減碼 |
| Thomasville National Bank | 26,141 | $111.6 萬 | 0.11% | +80+0.3% | 加碼 |
| Meiji Yasuda Life Insurance Co | 26,093 | $111.4 萬 | 0.03% | +1,850+7.6% | 加碼 |
| Vident Investment Advisory, LLC | 26,109 | $111.4 萬 | 0.04% | +576+2.3% | 加碼 |
| Spire Wealth Management | 25,918 | $110.6 萬 | 0.04% | −2,129−7.6% | 減碼 |