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 3 季 13F 持有人
Wells Fargo & Company 在 2023/9/30 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
- 1,975
- 較 2023 年第 2 季 +2 家
- 持有股數
- 27.0 億
- 較 2023 年第 2 季 −1,342 萬 (−0.5%)
- 總市值
- $1,101 億
- 較 2023 年第 2 季 −$52.3 億 (−4.5%)
- 新進機構
- 121
- 另有 721 家加碼
- 清倉機構
- 119
- 另有 823 家減碼
另有 22 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 22,654 | $92.6 萬 | 0.54% | −165−0.7% | 減碼 |
| Carnegie Capital Asset Management, LLC | 22,663 | $92.6 萬 | 0.04% | −1,730−7.1% | 減碼 |
| Congress Wealth Management LLC | 22,726 | $92.9 萬 | 0.02% | −511−2.2% | 減碼 |
| Washington Trust Co | 22,730 | $92.9 萬 | 0.04% | −1,074−4.5% | 減碼 |
| Great Lakes Retirement, Inc. | 22,755 | $93.0 萬 | 0.17% | +1,035+4.8% | 加碼 |
| Massmutual Trust Co FSB | 22,787 | $93.1 萬 | 0.03% | +1,594+7.5% | 加碼 |
| Westmount Partners, LLC | 22,872 | $93.5 萬 | 0.41% | +706+3.2% | 加碼 |
| Sunbelt Securities, Inc. | 22,880 | $93.5 萬 | 0.13% | +39+0.2% | 加碼 |
| Evergreen Capital Management LLC | 22,935 | $93.7 萬 | 0.04% | +69+0.3% | 加碼 |
| Davidson Trust Co | 23,013 | $94.0 萬 | 0.70% | −325−1.4% | 減碼 |
| Northern Oak Wealth Management Inc | 23,199 | $94.8 萬 | 0.12% | +4,437+23.6% | 加碼 |
| Hamilton Capital Partners Inc. | 23,200 | $94.8 萬 | 0.34% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 23,213 | $94.8 萬 | 0.28% | +208+0.9% | 加碼 |
| Prudent Man Advisors, LLC | 23,235 | $94.9 萬 | 0.38% | +6,587+39.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 23,295 | $95.2 萬 | 0.02% | −676−2.8% | 減碼 |
| GFS Advisors, LLC | 23,328 | $95.3 萬 | 0.15% | +1,120+5.0% | 加碼 |
| Argus Investors' Counsel, Inc. | 23,358 | $95.4 萬 | 0.69% | +1,084+4.9% | 加碼 |
| GFG Capital, LLC | 23,369 | $95.5 萬 | 0.31% | −179−0.8% | 減碼 |
| Cercano Management LLC | 23,474 | $95.9 萬 | 0.03% | 00.0% | 不變 |
| Archford Capital Strategies, LLC | 23,480 | $95.9 萬 | 0.19% | −1,147−4.7% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 23,501 | $96.0 萬 | 0.26% | +20.0% | 加碼 |
| Lake Street Advisors Group, LLC | 23,562 | $96.3 萬 | 0.06% | +1,338+6.0% | 加碼 |
| Affinity Investment Advisors, LLC | 23,580 | $96.3 萬 | 0.62% | −531−2.2% | 減碼 |
| GHP Investment Advisors, Inc. | 23,529 | $96.4 萬 | 0.06% | +284+1.2% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 23,668 | $96.7 萬 | 0.10% | −1,271−5.1% | 減碼 |
| Alps Advisors Inc | 23,743 | $97.0 萬 | 0.01% | +10,312+76.8% | 加碼 |
| Harbour Investments, Inc. | 23,797 | $97.2 萬 | 0.05% | +2,429+11.4% | 加碼 |
| Insight Advisors, LLC | 23,802 | $97.3 萬 | 0.22% | −124−0.5% | 減碼 |
| Koss-Olinger Consulting, LLC | 23,873 | $97.5 萬 | 0.14% | +9,683+68.2% | 加碼 |
| Miracle Mile Advisors, LLC | 23,891 | $97.6 萬 | 0.03% | −150−0.6% | 減碼 |
| Goodwin Daniel L | 23,900 | $97.7 萬 | 0.47% | −600−2.4% | 減碼 |
| Sawyer & Company, Inc | 23,906 | $97.7 萬 | 0.46% | +51+0.2% | 加碼 |
| ISAM Funds (UK) Ltd | 23,987 | $98.0 萬 | 0.62% | +9,810+69.2% | 加碼 |
| First Bank & Trust | 23,991 | $98.0 萬 | 0.26% | +91+0.4% | 加碼 |
| Diametric Capital, LP | 24,055 | $98.3 萬 | 0.41% | +15,735+189.1% | 加碼 |
| Martin & Co Inc | 24,153 | $98.7 萬 | 0.26% | −186−0.8% | 減碼 |
| Fisher Asset Management, LLC | 24,164 | $98.7 萬 | 0.00% | +4,614+23.6% | 加碼 |
| Murphy Pohlad Asset Management LLC | 24,270 | $99.2 萬 | 0.43% | 00.0% | 不變 |
| Buffington Mohr McNeal | 24,283 | $99.2 萬 | 0.23% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 24,346 | $99.5 萬 | 0.02% | −117−0.5% | 減碼 |
| Drive Wealth Management, LLC | 24,372 | $99.6 萬 | 0.36% | −10,896−30.9% | 減碼 |
| Tealwood Asset Management Inc | 24,390 | $99.7 萬 | 0.51% | 00.0% | 不變 |
| Valley National Advisers Inc | 24,443 | $99.9 萬 | 0.17% | −894−3.5% | 減碼 |
| First National Advisers, LLC | 24,543 | $100.3 萬 | 0.45% | +9,801+66.5% | 加碼 |
| First Citizens Bank & Trust Co | 24,571 | $100.4 萬 | 0.02% | −170−0.7% | 減碼 |
| First Horizon Advisors, Inc. | 24,644 | $100.7 萬 | 0.04% | +56+0.2% | 加碼 |
| Cadinha & Co LLC | 24,696 | $100.9 萬 | 0.22% | +100+0.4% | 加碼 |
| Ronald Blue Trust, Inc. | 23,730 | $101.2 萬 | 0.02% | −62−0.3% | 減碼 |
| Fulton Bank, N.A. | 24,768 | $101.2 萬 | 0.05% | +2,800+12.7% | 加碼 |
| NBC Securities, Inc. | 24,894 | $101.7 萬 | 0.11% | +24,894 | 新進 |
| Clarius Group, LLC | 25,018 | $102.2 萬 | 0.10% | −6,757−21.3% | 減碼 |
| Ostrum Asset Management | 25,020 | $102.2 萬 | 0.09% | −2,956−10.6% | 減碼 |
| First Financial Bank - Trust Division | 25,086 | $102.5 萬 | 0.11% | −1,232−4.7% | 減碼 |
| Ironwood Investment Counsel, LLC | 25,339 | $103.5 萬 | 0.24% | −3,894−13.3% | 減碼 |
| Chicago Partners Investment Group LLC | 26,255 | $103.7 萬 | 0.06% | −2,577−8.9% | 減碼 |
| Meiji Yasuda Life Insurance Co | 25,509 | $104.2 萬 | 0.03% | −584−2.2% | 減碼 |
| Quadrant Capital Group LLC | 25,526 | $104.3 萬 | 0.10% | +866+3.5% | 加碼 |
| Citadel Investment Advisory, Inc. | 25,557 | $104.4 萬 | 0.68% | 00.0% | 不變 |
| Trust Co of Toledo NA | 25,555 | $104.4 萬 | 0.21% | −3,056−10.7% | 減碼 |
| Holderness Investments Co | 25,595 | $104.6 萬 | 0.41% | −843−3.2% | 減碼 |
| Rothschild Investment Corp | 25,608 | $104.6 萬 | 0.09% | −1,937−7.0% | 減碼 |
| Thomasville National Bank | 25,695 | $105.0 萬 | 0.10% | −446−1.7% | 減碼 |
| TRUE Private Wealth Advisors | 25,737 | $105.2 萬 | 0.15% | +256+1.0% | 加碼 |
| Penserra Capital Management LLC | 25,812 | $105.3 萬 | 0.02% | −3,812−12.9% | 減碼 |
| LJI Wealth Management, LLC | 25,829 | $105.5 萬 | 0.30% | −90.0% | 減碼 |
| Wrapmanager Inc | 25,896 | $105.8 萬 | 0.34% | +794+3.2% | 加碼 |
| Fourthstone LLC | 26,100 | $106.6 萬 | 0.24% | +26,100 | 新進 |
| Argent Advisors, Inc. | 26,245 | $107.2 萬 | 0.49% | +1,664+6.8% | 加碼 |
| Essex Financial Services, Inc. | 26,274 | $107.4 萬 | 0.12% | +8,480+47.7% | 加碼 |
| Sterling Investment Management, Inc. | 26,369 | $107.7 萬 | 0.96% | −452−1.7% | 減碼 |
| Voya Financial Advisors, Inc. | 26,463 | $108.3 萬 | 0.13% | +1,990+8.1% | 加碼 |
| Integrated Advisors Network LLC | 26,534 | $108.4 萬 | 0.07% | −916−3.3% | 減碼 |
| Neville Rodie & Shaw Inc | 26,553 | $108.5 萬 | 0.10% | −2,624−9.0% | 減碼 |
| Wright Investors Service Inc | 26,633 | $108.8 萬 | 0.32% | +12,091+83.1% | 加碼 |
| Hoylecohen, LLC | 26,900 | $109.9 萬 | 0.10% | −258−0.9% | 減碼 |
| Northside Capital Management, LLC | 27,127 | $110.8 萬 | 0.26% | 00.0% | 不變 |
| Aspiriant, LLC | 27,156 | $111.0 萬 | 0.06% | +901+3.4% | 加碼 |
| Teza Capital Management LLC | 27,268 | $111.4 萬 | 0.18% | +27,268 | 新進 |
| One Wealth Advisors, LLC | 27,469 | $112.2 萬 | 0.25% | −6,552−19.3% | 減碼 |
| UniSuper Management Pty Ltd | 27,500 | $112.4 萬 | 0.01% | −149,525−84.5% | 減碼 |
| Eos Management, L.P. | 27,500 | $112.4 萬 | 0.53% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 27,515 | $112.4 萬 | 0.31% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 26,357 | $112.5 萬 | 0.26% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 27,709 | $113.2 萬 | 0.08% | −205−0.7% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 27,788 | $113.6 萬 | 0.02% | −13,555−32.8% | 減碼 |
| Fiduciary Group LLC | 27,819 | $113.7 萬 | 0.15% | −997−3.5% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 27,887 | $113.9 萬 | 0.03% | +9,700+53.3% | 加碼 |
| N.E.W. Advisory Services LLC | 27,940 | $114.2 萬 | 0.16% | +264+1.0% | 加碼 |
| Joel Isaacson & Co., LLC | 28,018 | $114.5 萬 | 0.08% | +411+1.5% | 加碼 |
| Jeppson Wealth Management, LLC | 28,064 | $114.7 萬 | 0.53% | +800+2.9% | 加碼 |
| Grimes & Company, Inc. | 28,078 | $114.7 萬 | 0.04% | +734+2.7% | 加碼 |
| Chemistry Wealth Management LLC | 28,109 | $114.9 萬 | 0.38% | −5,249−15.7% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 28,143 | $115.0 萬 | 0.08% | −3,450−10.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 28,417 | $116.1 萬 | 0.01% | +52+0.2% | 加碼 |
| Marco Investment Management LLC | 28,433 | $116.2 萬 | 0.13% | −3,415−10.7% | 減碼 |
| Symmetry Partners, LLC | 28,548 | $116.6 萬 | 0.06% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 28,585 | $116.8 萬 | 0.40% | −1,552−5.1% | 減碼 |
| Edgestream Partners, L.P. | 28,845 | $117.9 萬 | 0.09% | +28,845 | 新進 |
| Insigneo Advisory Services, LLC | 28,886 | $118.0 萬 | 0.24% | +5,331+22.6% | 加碼 |
| Baker Avenue Asset Management, LP | 28,930 | $118.2 萬 | 0.06% | +119+0.4% | 加碼 |