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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 54,265 | $221.7 萬 | 0.02% | −4,585−7.8% | 減碼 |
| Selway Asset Management | 54,600 | $223.1 萬 | 1.03% | 00.0% | 不變 |
| Legato Capital Management LLC | 54,661 | $223.3 萬 | 0.32% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 58,908 | $224.0 萬 | 0.10% | +2,686+4.8% | 加碼 |
| Foundations Investment Advisors, LLC | 54,828 | $224.0 萬 | 0.07% | +19,164+53.7% | 加碼 |
| Mitchell Sinkler & Starr | 55,125 | $225.2 萬 | 0.69% | 00.0% | 不變 |
| SOL Capital Management CO | 55,243 | $225.7 萬 | 0.35% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 55,300 | $226.0 萬 | 0.04% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 55,304 | $226.0 萬 | 0.12% | +3,445+6.6% | 加碼 |
| Siemens Fonds Invest GmbH | 55,312 | $226.0 萬 | 0.23% | +21,049+61.4% | 加碼 |
| London Co of Virginia | 55,582 | $227.1 萬 | 0.01% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 55,592 | $227.3 萬 | 0.04% | +6,393+13.0% | 加碼 |
| Capital Investment Counsel, Inc | 55,683 | $227.5 萬 | 0.46% | +4,132+8.0% | 加碼 |
| Signet Financial Management, LLC | 55,853 | $228.2 萬 | 0.38% | −857−1.5% | 減碼 |
| Stonebridge Capital Advisors LLC | 55,982 | $228.7 萬 | 0.25% | −694−1.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 56,030 | $228.9 萬 | 0.25% | −36−0.1% | 減碼 |
| WCG Wealth Advisors LLC | 53,304 | $229.2 萬 | 0.17% | +2,466+4.9% | 加碼 |
| Montag A & Associates Inc | 56,287 | $230.0 萬 | 0.15% | −1,774−3.1% | 減碼 |
| DoubleLine ETF Adviser LP | 56,352 | $230.3 萬 | 0.83% | +1,911+3.5% | 加碼 |
| Parcion Private Wealth LLC | 56,583 | $231.2 萬 | 0.24% | −7,718−12.0% | 減碼 |
| Capital Investment Advisors, LLC | 56,961 | $232.7 萬 | 0.06% | −2,137−3.6% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 57,049 | $233.1 萬 | 0.69% | +9,325+19.5% | 加碼 |
| Wetherby Asset Management Inc | 57,084 | $233.2 萬 | 0.13% | −1,360−2.3% | 減碼 |
| Goelzer Investment Management, Inc. | 57,161 | $233.6 萬 | 0.16% | −1,893−3.2% | 減碼 |
| Park Avenue Securities LLC | 57,221 | $233.8 萬 | 0.04% | +3,721+7.0% | 加碼 |
| Perkins Coie Trust Co | 57,477 | $234.8 萬 | 0.66% | −3,834−6.3% | 減碼 |
| Lowe Brockenbrough & Co Inc | 57,497 | $234.9 萬 | 0.18% | −3,993−6.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 57,644 | $235.5 萬 | 0.11% | −1,486−2.5% | 減碼 |
| Kingswood Wealth Advisors, LLC | 57,753 | $236.0 萬 | 0.41% | +46,303+404.4% | 加碼 |
| Wedbush Securities Inc | 58,035 | $237.1 萬 | 0.12% | −21,622−27.1% | 減碼 |
| Argyle Capital Management Inc. | 58,043 | $237.2 萬 | 0.87% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 58,358 | $238.5 萬 | 0.89% | −21,988−27.4% | 減碼 |
| Boston Private Wealth LLC | 59,529 | $243.2 萬 | 0.05% | −6,408−9.7% | 減碼 |
| Robinson Value Management, Ltd. | 60,204 | $246.0 萬 | 1.83% | +213+0.4% | 加碼 |
| Pinnacle Bancorp, Inc. | 60,269 | $246.3 萬 | 0.88% | −10,397−14.7% | 減碼 |
| DeepCurrents Investment Group LLC | 60,413 | $246.8 萬 | 0.12% | +2,949+5.1% | 加碼 |
| S&CO Inc | 60,473 | $247.0 萬 | 0.20% | −570−0.9% | 減碼 |
| FDx Advisors, Inc. | 60,733 | $248.2 萬 | 0.21% | +4,839+8.7% | 加碼 |
| Pinnacle Financial Partners Inc | 60,761 | $248.3 萬 | 0.06% | −6,767−10.0% | 減碼 |
| BlueCrest Capital Management Ltd | 60,771 | $248.3 萬 | 0.39% | +60,771 | 新進 |
| Golden State Equity Partners | 60,998 | $249.2 萬 | 0.69% | +41,007+205.1% | 加碼 |
| IMS Capital Management | 61,283 | $250.4 萬 | 1.49% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 61,547 | $251.5 萬 | 0.04% | −5,090−7.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 61,867 | $252.8 萬 | 0.42% | −92,001−59.8% | 減碼 |
| Caas Capital Management LP | 62,128 | $253.9 萬 | 0.56% | +62,128 | 新進 |
| Focus Financial Network, Inc. | 62,798 | $256.6 萬 | 0.14% | +520+0.8% | 加碼 |
| Capital Markets Trading UK LLP | 62,943 | $257.2 萬 | 2.24% | +3,763+6.4% | 加碼 |
| HB Wealth Management, LLC | 63,050 | $257.6 萬 | 0.04% | +9,591+17.9% | 加碼 |
| Veriti Management LLC | 63,202 | $258.2 萬 | 0.30% | +1,552+2.5% | 加碼 |
| Shell Asset Management Co | 63,702 | $260.3 萬 | 0.11% | +16,327+34.5% | 加碼 |
| One River Asset Management, LLC | 63,977 | $261.2 萬 | 1.22% | +48,286+307.7% | 加碼 |
| InterOcean Capital Group, LLC | 64,191 | $262.3 萬 | 0.08% | +34+0.1% | 加碼 |
| iA Global Asset Management Inc. | 64,542 | $263.7 萬 | 0.07% | +64,542 | 新進 |
| Moors & Cabot, Inc. | 64,659 | $264.2 萬 | 0.18% | −1,781−2.7% | 減碼 |
| Oldfather Financial Services, LLC | 64,796 | $264.8 萬 | 1.34% | +10,003+18.3% | 加碼 |
| Valeo Financial Advisors, LLC | 65,916 | $269.3 萬 | 0.12% | +5,330+8.8% | 加碼 |
| Karpas Strategies, LLC | 65,926 | $269.4 萬 | 0.99% | −4,678−6.6% | 減碼 |
| RMB Capital Management, LLC | 66,429 | $271.4 萬 | 0.09% | +108+0.2% | 加碼 |
| Horizon Investments, LLC | 67,437 | $273.1 萬 | 0.08% | −1,581−2.3% | 減碼 |
| Toroso Investments, LLC | 67,172 | $274.5 萬 | 0.08% | +10,293+18.1% | 加碼 |
| Sawtooth Solutions, LLC | 67,215 | $274.6 萬 | 0.09% | −18,733−21.8% | 減碼 |
| Bleakley Financial Group, LLC | 67,215 | $274.6 萬 | 0.10% | −952−1.4% | 減碼 |
| National Asset Management, Inc. | 67,346 | $275.2 萬 | 0.07% | −11,208−14.3% | 減碼 |
| Stoneridge Investment Partners LLC | 67,480 | $275.7 萬 | 1.30% | +54,262+410.5% | 加碼 |
| Sigma Planning Corp | 68,300 | $279.1 萬 | 0.10% | +149+0.2% | 加碼 |
| Lee Danner & Bass Inc | 68,409 | $279.5 萬 | 0.25% | −100−0.1% | 減碼 |
| Schnieders Capital Management LLC | 68,529 | $280.0 萬 | 0.63% | −3,800−5.3% | 減碼 |
| Atom Investors LP | 69,025 | $282.0 萬 | 0.64% | +69,025 | 新進 |
| Greenleaf Trust | 69,337 | $283.3 萬 | 0.03% | +5,600+8.8% | 加碼 |
| Slagle Financial, LLC | 70,238 | $287.0 萬 | 1.76% | +5,029+7.7% | 加碼 |
| Independent Advisor Alliance | 70,593 | $288.4 萬 | 0.13% | −13,364−15.9% | 減碼 |
| Welch & Forbes LLC | 71,478 | $292.1 萬 | 0.05% | −1,998−2.7% | 減碼 |
| Daymark Wealth Partners, LLC | 71,502 | $292.2 萬 | 0.20% | +6,668+10.3% | 加碼 |
| Guardian Capital Advisors LP | 73,752 | $292.7 萬 | 0.33% | −200−0.3% | 減碼 |
| Huntington National Bank | 72,100 | $294.6 萬 | 0.03% | −1,926−2.6% | 減碼 |
| SWS Partners | 72,317 | $295.5 萬 | 1.09% | +4,741+7.0% | 加碼 |
| Kerrisdale Advisers, LLC | 72,621 | $296.7 萬 | 0.94% | −16,200−18.2% | 減碼 |
| Merit Financial Group, LLC | 73,241 | $299.3 萬 | 0.10% | +4,477+6.5% | 加碼 |
| Culbertson A N & Co Inc | 73,727 | $301.2 萬 | 0.60% | −1,105−1.5% | 減碼 |
| Moody National Bank Trust Division | 73,921 | $302.0 萬 | 0.20% | +4,375+6.3% | 加碼 |
| Kingsview Wealth Management, LLC | 74,080 | $302.7 萬 | 0.11% | +14,507+24.4% | 加碼 |
| Lawson Kroeker Investment Management Inc | 74,614 | $304.9 萬 | 0.67% | +828+1.1% | 加碼 |
| Vontobel Holding Ltd. | 74,863 | $305.9 萬 | 0.03% | +1,433+2.0% | 加碼 |
| HighMark Wealth Management LLC | 74,897 | $306.0 萬 | 2.54% | +122+0.2% | 加碼 |
| Argent Trust Co | 74,938 | $306.2 萬 | 0.17% | +8,807+13.3% | 加碼 |
| Pinebridge Investments, L.P. | 75,779 | $309.6 萬 | 0.03% | +64+0.1% | 加碼 |
| Credit Agricole S A | 76,350 | $312.0 萬 | 0.10% | +44,564+140.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 76,600 | $313.0 萬 | 0.07% | +3,647+5.0% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $314.6 萬 | 0.48% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 77,695 | $317.5 萬 | 0.20% | +3,914+5.3% | 加碼 |
| CMT Capital Markets Trading GmbH | 77,900 | $318.3 萬 | 1.81% | +23,000+41.9% | 加碼 |
| Weik Capital Management | 78,298 | $319.9 萬 | 1.57% | −75−0.1% | 減碼 |
| Vestcor Inc | 78,472 | $320.6 萬 | 0.12% | −8,591−9.9% | 減碼 |
| Peapack Gladstone Financial Corp | 78,440 | $320.7 萬 | 0.06% | −1,221−1.5% | 減碼 |
| Advisory Services Network, LLC | 78,966 | $322.7 萬 | 0.09% | −4,516−5.4% | 減碼 |
| Connable Office Inc | 79,180 | $323.5 萬 | 0.44% | −3,332−4.0% | 減碼 |
| Portside Wealth Group, LLC | 79,209 | $324.2 萬 | 0.61% | +38,347+93.8% | 加碼 |
| Bradley Foster & Sargent Inc | 76,183 | $325.1 萬 | 0.07% | 00.0% | 不變 |
| Cetera Advisors LLC | 79,724 | $325.8 萬 | 0.05% | −645−0.8% | 減碼 |
| Banque Cantonale Vaudoise | 79,844 | $326.3 萬 | 0.16% | −174−0.2% | 減碼 |