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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。

其他股別WFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ

2023 年第 3 季與 2023 年第 2 季比較

持有 Wells Fargo & Company 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

WFC 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數1,996221,976+2
股數27.1 億223.8 萬27.0 億−1,342 萬 (−0.5%)
市值$1,154 億$9,551 萬$1,101 億−$52.3 億 (−4.5%)

22 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(121 家)

2023 年第 3 季季末持有 Wells Fargo & Company、2023 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 121 家。

2023 年第 3 季新進 WFC 的機構
機構股數市值佔組合 %
Pictet Asset Management Holding SA1,571,164$6,420 萬0.08%
First Republic Investment Management, Inc.1,343,469$5,489 萬0.16%
Qube Research & Technologies Ltd953,210$3,895 萬0.12%
Winton Group Ltd595,745$2,434 萬2.01%
Gillson Capital LP472,278$1,930 萬1.43%
Azora Capital LP466,099$1,904 萬2.10%
Mizuho Markets Americas LLC328,964$1,344 萬0.50%
QRG Capital Management, Inc.263,125$1,075 萬0.19%
Algebris (UK) Ltd246,663$1,010 萬5.15%
Aquatic Capital Management LLC185,900$759.6 萬0.32%
Parkwood LLC172,958$706.7 萬1.29%
Virginia Retirement Systems Et Al158,100$646.0 萬0.06%
Envestnet Portfolio Solutions, Inc.155,284$634.5 萬0.03%
Twinbeech Capital LP149,047$609.0 萬0.12%
CTC LLC146,615$599.1 萬0.27%
Cinctive Capital Management LP124,890$510.3 萬0.28%
Rathbone Brothers plc116,021$474.1 萬0.03%
Qsemble Capital Management, LP105,300$430.3 萬0.80%
Tiaa Trust, National Association104,800$428.2 萬0.02%
Semmax Financial Advisors Inc.99,712$410.0 萬1.64%
Optimas Capital Ltd91,600$374.3 萬2.57%
Benson Investment Management Company, Inc.89,563$366.0 萬2.05%
Readystate Asset Management LP85,603$349.8 萬0.29%
Atom Investors LP69,025$282.0 萬0.64%
iA Global Asset Management Inc.64,542$263.7 萬0.07%
Caas Capital Management LP62,128$253.9 萬0.56%
BlueCrest Capital Management Ltd60,771$248.3 萬0.39%
PCJ Investment Counsel Ltd.50,450$206.1 萬0.95%
Peoples Bank49,689$203.0 萬1.74%
Aigen Investment Management, LP47,118$192.5 萬0.36%
Axq Capital, LP47,000$192.0 萬0.68%
Econ Financial Services Corp45,628$186.4 萬1.36%
Seven Eight Capital, LP42,368$173.1 萬0.20%
Iams Wealth Management, LLC42,007$171.6 萬1.19%
NEOS Investment Management LLC40,164$164.1 萬0.21%
Greenwood Capital Associates LLC31,371$128.2 萬0.19%
Symmetry Investments LP30,981$126.6 萬0.37%
Lloyd Advisory Services, LLC.30,477$124.5 萬0.41%
Norden Group LLC30,477$124.5 萬0.41%
Vident Advisory, LLC29,657$121.2 萬0.04%
Edgestream Partners, L.P.28,845$117.9 萬0.09%
Teza Capital Management LLC27,268$111.4 萬0.18%
Fourthstone LLC26,100$106.6 萬0.24%
NBC Securities, Inc.24,894$101.7 萬0.11%
Point72 Asset Management, L.P.21,267$86.9 萬0.00%
Jackson Creek Investment Advisors LLC18,432$75.3 萬0.32%
Annis Gardner Whiting Capital Advisors, LLC18,115$74.0 萬0.39%
Relative Value Partners Group, LLC18,076$73.9 萬0.05%
Financial Partners Group, LLC18,019$73.6 萬0.35%
Syon Capital LLC16,330$66.7 萬0.08%
M Holdings Securities, Inc.15,480$63.3 萬0.08%
Kiley Juergens Wealth Management, LLC14,315$58.5 萬0.21%
Legacy Capital Wealth Partners, LLC13,002$53.1 萬0.15%
OneAscent Financial Services LLC12,777$52.2 萬0.14%
Gladius Capital Management LP12,349$50.5 萬0.14%
Delta Financial Group, Inc.12,039$49.2 萬0.17%
Radnor Capital Management, LLC10,869$44.4 萬0.09%
Americana Partners, LLC17,712$44.3 萬0.05%
Capital Advantage, Inc.10,668$43.6 萬0.09%
Agf Management Ltd10,576$43.2 萬0.00%
Garda Capital Partners LP9,994$40.8 萬0.26%
Sherbrooke Park Advisers LLC9,853$40.3 萬0.13%
Bedel Financial Consulting Inc9,794$40.0 萬0.08%
Hall Private Wealth Advisors9,700$39.6 萬0.27%
Verum Partners LLC9,388$38.4 萬0.17%
World Equity Group, Inc.9,082$37.1 萬0.08%
Childress Capital Advisors, LLC8,863$36.2 萬0.12%
OneAscent Wealth Management LLC8,684$35.5 萬0.16%
Adviser Investments LLC7,612$31.1 萬0.01%
Titleist Asset Management, LLC7,522$30.7 萬0.06%
Brown Miller Wealth Management, LLC7,333$30.0 萬0.17%
Drexel Morgan & Co.6,747$27.6 萬0.08%
Kure Advisory, LLC6,466$26.4 萬0.15%
Wealthstream Advisors, Inc.6,420$26.2 萬0.14%
KLR Investment Advisors, LLC6,634$24.8 萬0.23%
Milestone Investment Advisors LLC6,040$24.7 萬0.07%
SFMG, LLC6,036$24.7 萬0.03%
Allegheny Financial Group LTD5,669$23.2 萬0.09%
IFG Advisory, LLC5,611$22.9 萬0.02%
Guardian Wealth Advisors, LLC5,599$22.9 萬0.04%
Cottonwood Capital Advisors, LLC5,579$22.8 萬0.21%
Redhawk Wealth Advisors, Inc.5,392$22.0 萬0.07%
Houlihan Financial Resource Group, Ltd.5,394$21.8 萬0.12%
Johnson & White Wealth Management, LLC5,248$21.4 萬0.19%
Wade G W & Inc5,169$21.1 萬0.01%
Alternative Investment Advisors, LLC.5,162$21.1 萬0.15%
Win Advisors, Inc5,096$20.8 萬0.10%
Avaii Wealth Management, LLC5,083$20.8 萬0.16%
Westover Capital Advisors, LLC5,047$20.6 萬0.07%
Beaumont Financial Advisors, LLC5,041$20.6 萬0.02%
HC Advisors, LLC4,988$20.4 萬0.12%
First Citizens Financial Corp4,913$20.1 萬0.14%
First Command Advisory Services, Inc.4,675$19.1 萬0.00%
United Community Bank4,135$16.9 萬0.08%
Hillsdale Investment Management Inc.3,950$16.1 萬0.01%
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna3,098$12.7 萬0.07%
West Michigan Advisors, LLC3,088$12.6 萬0.07%
Householder Group Estate & Retirement Specialist, LLC3,050$12.5 萬0.04%
Headinvest, LLC2,985$11.8 萬0.03%
Flaharty Asset Management, LLC2,738$11.2 萬0.02%

清倉機構(119 家)

2023 年第 2 季季末持有 Wells Fargo & Company、2023 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 119 家。

2023 年第 3 季清倉 WFC 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Owl Creek Asset Management, L.P.734,563$3,135 萬
LMR Partners LLP714,842$3,051 萬
Brookfield Asset Management Inc.530,928$2,266 萬
Churchill Management Corp289,331$1,235 萬
Point72 Europe (London) LLP258,866$1,105 萬
Voloridge Investment Management, LLC233,663$997.3 萬
Nixon Capital, LLC228,156$973.8 萬
Loews Corp200,000$853.6 萬
Price Jennifer C.200,000$853.6 萬
Interval Partners, LP123,509$527.1 萬
Caxton Associates LP116,387$496.7 萬
McGinn Investment Management, Inc.85,436$364.6 萬
Veritable, L.P.63,647$271.6 萬
Eagle Rock Investment Company, LLC39,512$176.8 萬
Cornerstone Investment Partners, LLC40,168$171.4 萬
Andra AP-fonden38,300$163.5 萬
Shay Capital LLC35,000$149.4 萬
Vestmark Advisory Solutions, Inc.34,307$146.4 萬
Pearl River Capital, LLC33,989$145.1 萬
Spears Abacus Advisors LLC33,821$144.3 萬
Lighthouse Investment Partners, LLC30,461$130.0 萬
MYDA Advisors LLC30,000$128.0 萬
Vident Investment Advisory, LLC26,109$111.4 萬
PEAK6 Investments LLC24,371$104.0 萬
Portman Square Capital LLP23,216$99.1 萬
Longfellow Investment Management Co LLC19,209$82.0 萬
Greenup Street Wealth Management LLC18,709$79.8 萬
Source Financial Advisors LLC18,073$77.1 萬
PKO Investment Management Joint-Stock Co17,479$74.6 萬
Summit X, LLC13,816$59.0 萬
Cooke & Bieler LP12,676$54.1 萬
Mraz, Amerine & Associates, Inc.12,309$52.5 萬
Resource Consulting Group Inc11,896$50.8 萬
Iowa State Bank11,772$50.2 萬
Stelac Advisory Services LLC11,608$49.5 萬
Achmea Investment Management B.V.10,995$46.9 萬
First Dallas Securities Inc.10,650$45.5 萬
Change Path, LLC9,856$42.1 萬
Brandywine Oak Private Wealth LLC9,551$40.8 萬
CM Wealth Advisors LLC8,216$37.9 萬
Willow Creek Wealth Management Inc.8,845$37.8 萬
Eqis Capital Management, Inc.8,838$37.7 萬
Bordeaux Wealth Advisors LLC8,629$36.8 萬
Parallax Volatility Advisers, L.P.8,347$35.6 萬
Twin Focus Capital Partners, LLC8,178$34.9 萬
Mirabella Financial Services LLP8,000$34.1 萬
Magnolia Capital Management Ltd7,500$32.0 萬
Donaldson Capital Management, LLC7,420$31.7 萬
Arden Trust Co7,145$30.5 萬
PDT Partners, LLC7,058$30.1 萬
Integrated Investment Consultants, LLC6,985$29.8 萬
Transform Wealth, LLC6,680$28.5 萬
TD Ameritrade Investment Management, LLC6,662$28.4 萬
BlackDiamond Wealth Management Inc.6,119$27.8 萬
Privium Fund Management B.V.6,550$27.8 萬
GYL Financial Synergies, LLC6,510$27.8 萬
Deuterium Capital Management, LLC6,456$27.6 萬
Astoria Strategic Wealth, Inc.6,393$27.3 萬
Ergoteles LLC6,309$26.9 萬
Brave Asset Management Inc6,301$26.9 萬
Ropes Wealth Advisors LLC6,284$26.8 萬
Bernardo Wealth Planning LLC6,027$25.7 萬
Tobias Financial Advisors, Inc.5,908$25.2 萬
Unionview, LLC5,748$24.5 萬
First National Bank of Hutchinson5,668$24.2 萬
Landscape Capital Management, L.L.C.5,552$23.7 萬
Capital Wealth Alliance, LLC5,392$23.0 萬
MBL Wealth, LLC5,320$22.7 萬
Acorn Wealth Advisors, LLC5,230$22.3 萬
Pegasus Asset Management, Inc.5,215$22.3 萬
Moloney Securities Asset Management, LLC5,150$22.0 萬
Headlands Technologies LLC5,139$21.9 萬
Mill Creek Capital Advisors, LLC5,080$21.7 萬
O'Rourke & Company, Inc5,005$21.4 萬
Ramsay, Stattman, Vela & Price, Inc.4,997$21.3 萬
Court Place Advisors, LLC4,970$21.2 萬
Encompass Wealth Advisors, LLC4,957$21.2 萬
Mayflower Financial Advisors, LLC4,942$21.1 萬
Gabelli & Co Investment Advisers, Inc.4,940$21.1 萬
Clear Street Markets LLC4,904$20.9 萬
Grandfield & Dodd, LLC4,878$20.8 萬
Tempus Wealth Planning, LLC4,873$20.8 萬
Lodestone Wealth Management LLC4,866$20.8 萬
Samalin Investment Counsel, LLC4,853$20.7 萬
Hayek Kallen Investment Management4,860$20.7 萬
Vista Private Wealth Partners. LLC4,728$20.6 萬
CTC Alternative Strategies, Ltd.4,800$20.5 萬
Atomi Financial Group, Inc.4,799$20.5 萬
Consolidated Planning Corp4,765$20.3 萬
Petrus Trust Company, LTA4,740$20.2 萬
MMBG Investment Advisors Co.4,980$20.2 萬
First County Bank4,720$20.1 萬
Amarillo National Bank4,715$20.1 萬
Resonant Capital Advisors, LLC4,712$20.1 萬
Boston Family Office LLC4,698$20.0 萬
Benedetti & Gucer, Inc.4,693$20.0 萬
ICA Group Wealth Management, LLC4,551$19.4 萬
Crewe Advisors LLC4,236$18.1 萬
Standard Family Office LLC3,140$13.4 萬
O'Dell Group, LLC2,726$11.6 萬

尚未申報 2023 年第 3 季的機構(22 家)

2023 年第 2 季季末持有 Wells Fargo & Company、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 WFC、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Pictet Asset Management SA1,570,971$6,705 萬
EA Series Trust144,868$618.3 萬
BerganKDV Wealth Management, LLC144,335$616.0 萬
Bell & Brown Wealth Advisors, LLC95,564$407.9 萬
Tiaa, FSB80,189$342.2 萬
Intercontinental Wealth Advisors, LLC57,530$245.5 萬
PFS Investments Inc.49,605$211.7 萬
44 Wealth Management LLC34,308$146.4 萬
Aj Wealth Strategies, LLC12,994$55.5 萬
BDO Wealth Advisors, LLC8,939$38.2 萬
Ten Capital Wealth Advisors, LLC6,322$26.9 萬
Kistler-Tiffany Companies, LLC5,759$24.6 萬
BFT Financial Group, LLC5,372$22.9 萬
First Command Bank4,847$20.7 萬
First Command Financial Services, Inc.4,847$20.7 萬
Heron Financial Group, LLC4,774$20.4 萬
Endurance Wealth Management, Inc.1,785$7.60 萬
Lumature Wealth Partners, LLC1,479$6.31 萬
Northwest Bank & Trust Co1,285$5.48 萬
First Capital Advisors Group, LLC.1,260$5.38 萬
Coastal Capital Group, Inc.602$2.57 萬
Lansing Street Advisors181$7,739