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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 28,931 | $118.2 萬 | 0.04% | −3,728−11.4% | 減碼 |
| Everett Harris & Co | 29,017 | $118.6 萬 | 0.02% | −1,508−4.9% | 減碼 |
| WealthPlan Investment Management, LLC | 29,035 | $118.6 萬 | 0.21% | +17,659+155.2% | 加碼 |
| Rehmann Capital Advisory Group | 29,179 | $119.2 萬 | 0.11% | +1,248+4.5% | 加碼 |
| Strategic Investment Solutions, Inc. | 27,676 | $119.5 萬 | 0.01% | +27,238+6,218.7% | 加碼 |
| Whittier Trust Co of Nevada Inc | 29,452 | $120.3 萬 | 0.04% | −118−0.4% | 減碼 |
| Shelton Wealth Management, LLC | 29,515 | $120.6 萬 | 0.96% | +30+0.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 29,554 | $120.8 萬 | 0.03% | −1,308−4.2% | 減碼 |
| Alphadyne Asset Management LP | 29,604 | $121.0 萬 | 0.58% | +24,073+435.2% | 加碼 |
| Meridian Investment Counsel Inc. | 29,633 | $121.1 萬 | 0.45% | −558−1.8% | 減碼 |
| Vident Advisory, LLC | 29,657 | $121.2 萬 | 0.04% | +29,657 | 新進 |
| SeaCrest Wealth Management, LLC | 29,774 | $121.7 萬 | 0.16% | −1,485−4.8% | 減碼 |
| Fort Sheridan Advisors LLC | 29,785 | $121.7 萬 | 0.28% | +15,000+101.5% | 加碼 |
| Coppell Advisory Solutions LLC | 29,677 | $122.5 萬 | 0.44% | −11,168−27.3% | 減碼 |
| Resources Management Corp | 30,000 | $122.6 萬 | 0.20% | −630−2.1% | 減碼 |
| NVWM, LLC | 30,214 | $123.5 萬 | 0.40% | +1,067+3.7% | 加碼 |
| Sterneck Capital Management, LLC | 30,218 | $123.5 萬 | 0.82% | −2,104−6.5% | 減碼 |
| Scott & Selber, Inc. | 30,332 | $123.9 萬 | 0.51% | −67−0.2% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $124.2 萬 | 0.10% | 00.0% | 不變 |
| Lloyd Advisory Services, LLC. | 30,477 | $124.5 萬 | 0.41% | +30,477 | 新進 |
| Norden Group LLC | 30,477 | $124.5 萬 | 0.41% | +30,477 | 新進 |
| Legacy Financial Group LLC | 30,653 | $125.2 萬 | 0.29% | +14,423+88.9% | 加碼 |
| Founders Financial Securities LLC | 30,938 | $126.4 萬 | 0.16% | −633−2.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 30,941 | $126.4 萬 | 0.09% | −32−0.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 30,977 | $126.6 萬 | 0.02% | −732−2.3% | 減碼 |
| Symmetry Investments LP | 30,981 | $126.6 萬 | 0.37% | +30,981 | 新進 |
| Tradition Wealth Management, LLC | 30,992 | $126.6 萬 | 0.15% | −68−0.2% | 減碼 |
| Vista Investment Management | 31,001 | $126.7 萬 | 0.67% | −18−0.1% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 31,010 | $126.7 萬 | 0.03% | +120+0.4% | 加碼 |
| Narwhal Capital Management | 31,166 | $127.3 萬 | 0.16% | −139−0.4% | 減碼 |
| NorthRock Partners, LLC | 31,200 | $127.5 萬 | 0.13% | +16+0.1% | 加碼 |
| Conning Inc. | 31,296 | $127.9 萬 | 0.05% | +150+0.5% | 加碼 |
| Greenwood Capital Associates LLC | 31,371 | $128.2 萬 | 0.19% | +31,371 | 新進 |
| Mystic Asset Management, Inc. | 31,554 | $128.9 萬 | 0.72% | −65−0.2% | 減碼 |
| Granite Investment Partners, LLC | 31,587 | $129.1 萬 | 0.05% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 31,607 | $129.1 萬 | 0.13% | +1,470+4.9% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 31,623 | $129.2 萬 | 0.10% | −1,745−5.2% | 減碼 |
| Venture Visionary Partners LLC | 31,721 | $129.6 萬 | 0.08% | +4,066+14.7% | 加碼 |
| Walter & Keenan Financial Consulting Co | 31,777 | $129.8 萬 | 0.51% | −8,559−21.2% | 減碼 |
| Smith Shellnut Wilson LLC | 31,856 | $130.2 萬 | 0.80% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 32,014 | $130.8 萬 | 0.04% | −711−2.2% | 減碼 |
| AF Advisors, Inc. | 32,040 | $130.9 萬 | 0.41% | 00.0% | 不變 |
| Duff & Phelps Investment Management Co | 32,096 | $131.1 萬 | 0.02% | −1,144−3.4% | 減碼 |
| Massachusetts Wealth Management | 32,110 | $131.2 萬 | 1.20% | −200−0.6% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $131.6 萬 | 0.50% | 00.0% | 不變 |
| Applied Capital LLC | 32,396 | $132.4 萬 | 1.32% | −372−1.1% | 減碼 |
| Empower Advisory Group, LLC | 32,426 | $132.5 萬 | 0.01% | −2,900−8.2% | 減碼 |
| Trinity Financial Advisors LLC | 32,480 | $132.7 萬 | 0.71% | −3,992−10.9% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,541 | $133.0 萬 | 0.81% | +92+0.3% | 加碼 |
| Jarislowsky, Fraser Ltd | 32,681 | $133.5 萬 | 0.01% | −103,400−76.0% | 減碼 |
| Private Asset Management Inc | 32,770 | $133.9 萬 | 0.31% | −8,120−19.9% | 減碼 |
| Continuum Advisory, LLC | 32,854 | $134.2 萬 | 0.22% | −134−0.4% | 減碼 |
| HF Advisory Group, LLC | 32,676 | $134.2 萬 | 1.00% | +2,208+7.2% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 32,926 | $134.5 萬 | 0.29% | −160.0% | 減碼 |
| Northwest Capital Management Inc | 33,138 | $135.4 萬 | 0.52% | −48−0.1% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 33,216 | $135.7 萬 | 0.22% | +4,913+17.4% | 加碼 |
| Johnson Financial Group, Inc. | 33,422 | $136.6 萬 | 0.09% | +769+2.4% | 加碼 |
| Carlson Capital Management | 33,433 | $136.6 萬 | 0.08% | +464+1.4% | 加碼 |
| Jackson Hole Capital Partners, LLC | 33,683 | $137.6 萬 | 0.40% | −3,683−9.9% | 減碼 |
| Brighton Jones LLC | 33,809 | $138.1 萬 | 0.07% | +253+0.8% | 加碼 |
| We Are One Seven, LLC | 33,865 | $138.4 萬 | 0.11% | +4,664+16.0% | 加碼 |
| Keystone Wealth Services, LLC | 34,054 | $139.1 萬 | 0.53% | −381−1.1% | 減碼 |
| Capital Asset Advisory Services LLC | 35,077 | $139.2 萬 | 0.10% | +6,893+24.5% | 加碼 |
| Advisors Asset Management, Inc. | 34,132 | $139.5 萬 | 0.03% | −1,268−3.6% | 減碼 |
| Bennett Selby Investments LP | 34,160 | $139.6 萬 | 0.81% | −375−1.1% | 減碼 |
| SYSTM Wealth Solutions LLC | 34,268 | $140.0 萬 | 0.22% | −4,433−11.5% | 減碼 |
| Carret Asset Management, LLC | 34,305 | $140.2 萬 | 0.20% | −425−1.2% | 減碼 |
| Country Club Bank | 34,323 | $140.4 萬 | 0.11% | −94−0.3% | 減碼 |
| Cove Street Capital, LLC | 35,500 | $140.9 萬 | 0.48% | 00.0% | 不變 |
| AIA Group Ltd | 34,775 | $142.1 萬 | 0.07% | +10,775+44.9% | 加碼 |
| Avestar Capital, LLC | 34,797 | $142.2 萬 | 0.22% | +141+0.4% | 加碼 |
| Oarsman Capital, Inc. | 34,823 | $142.3 萬 | 0.59% | +158+0.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 34,937 | $142.8 萬 | 0.03% | −6,749−16.2% | 減碼 |
| Marotta Asset Management | 35,181 | $143.7 萬 | 0.33% | 00.0% | 不變 |
| AustralianSuper Pty Ltd | 35,186 | $143.8 萬 | 0.01% | −600,000−94.5% | 減碼 |
| Peak Asset Management, LLC | 35,309 | $144.3 萬 | 0.35% | −68−0.2% | 減碼 |
| American Money Management, LLC | 35,841 | $146.4 萬 | 0.37% | +25+0.1% | 加碼 |
| One Capital Management, LLC | 36,040 | $147.3 萬 | 0.07% | −357−1.0% | 減碼 |
| Ancora Advisors, LLC | 36,051 | $147.3 萬 | 0.04% | −154−0.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 36,104 | $147.5 萬 | 0.82% | +13,557+60.1% | 加碼 |
| Silvant Capital Management LLC | 36,302 | $148.3 萬 | 0.09% | −1,601−4.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 36,561 | $149.4 萬 | 0.07% | −1,039−2.8% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,644 | $149.7 萬 | 0.29% | +85+0.2% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 36,937 | $150.9 萬 | 0.17% | −344−0.9% | 減碼 |
| Parallel Advisors, LLC | 37,006 | $151.2 萬 | 0.05% | +5,660+18.1% | 加碼 |
| Vise Technologies, Inc. | 37,073 | $151.5 萬 | 0.37% | +5,313+16.7% | 加碼 |
| Naviter Wealth, LLC | 37,132 | $151.7 萬 | 0.37% | +1,416+4.0% | 加碼 |
| Vista Wealth Management Group, LLC | 37,150 | $151.8 萬 | 0.15% | −12,094−24.6% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 37,212 | $152.0 萬 | 0.32% | +4,489+13.7% | 加碼 |
| Auxier Asset Management | 37,477 | $153.1 萬 | 0.26% | −590−1.5% | 減碼 |
| Yarbrough Capital, LLC | 37,485 | $153.2 萬 | 0.09% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 37,642 | $153.8 萬 | 0.15% | +16,889+81.4% | 加碼 |
| Sendero Wealth Management, LLC | 37,822 | $154.5 萬 | 0.33% | +387+1.0% | 加碼 |
| CAPROCK Group, Inc. | 37,916 | $154.9 萬 | 0.12% | −1,348−3.4% | 減碼 |
| 3Chopt Investment Partners, LLC | 38,090 | $155.6 萬 | 0.92% | +420+1.1% | 加碼 |
| Miller Investment Management, LP | 38,182 | $156.0 萬 | 0.25% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 38,200 | $156.1 萬 | 0.56% | −1,142−2.9% | 減碼 |
| Evercore Wealth Management, LLC | 38,222 | $156.2 萬 | 0.03% | +262+0.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 38,492 | $157.3 萬 | 0.06% | +678+1.8% | 加碼 |
| Alpha Cubed Investments, LLC | 38,642 | $157.9 萬 | 0.11% | +807+2.1% | 加碼 |