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 |
|---|---|---|---|---|---|
| MAI Capital Management | 80,608 | $329.4 萬 | 0.05% | −1,893−2.3% | 減碼 |
| Alpha DNA Investment Management LLC | 80,831 | $330.3 萬 | 2.12% | +21,674+36.6% | 加碼 |
| Level Four Advisory Services, LLC | 81,105 | $331.4 萬 | 0.21% | −20,529−20.2% | 減碼 |
| Allworth Financial LP | 81,897 | $334.6 萬 | 0.03% | +7,888+10.7% | 加碼 |
| Asio Capital, LLC | 82,208 | $335.9 萬 | 0.89% | +1,499+1.9% | 加碼 |
| RFG Advisory, LLC | 82,320 | $336.4 萬 | 0.15% | −2,596−3.1% | 減碼 |
| River & Mercantile Asset Management LLP | 82,566 | $337.4 萬 | 0.79% | −29,483−26.3% | 減碼 |
| Bessemer Group Inc | 83,013 | $339.2 萬 | 0.01% | +1,364+1.7% | 加碼 |
| Mach-1 Financial Group, Inc. | 83,813 | $342.5 萬 | 1.44% | +22,748+37.3% | 加碼 |
| Van Leeuwen & Company, LLC | 83,922 | $342.9 萬 | 2.14% | +62,545+292.6% | 加碼 |
| Continental Advisors LLC | 84,406 | $344.9 萬 | 3.12% | +4,004+5.0% | 加碼 |
| Alberta Investment Management Corp | 84,800 | $346.5 萬 | 0.04% | 00.0% | 不變 |
| Maven Securities LTD | 84,872 | $346.8 萬 | 0.38% | +74,794+742.2% | 加碼 |
| NWF Advisory Services Inc. | 85,123 | $347.8 萬 | 0.82% | −7,271−7.9% | 減碼 |
| Woodward Diversified Capital, LLC | 85,513 | $349.4 萬 | 2.52% | 00.0% | 不變 |
| Readystate Asset Management LP | 85,603 | $349.8 萬 | 0.29% | +85,603 | 新進 |
| Kestra Private Wealth Services, LLC | 85,927 | $351.1 萬 | 0.11% | +7,334+9.3% | 加碼 |
| Savant Capital, LLC | 86,197 | $352.2 萬 | 0.05% | −886−1.0% | 減碼 |
| Wesleyan Assurance Society | 86,500 | $353.4 萬 | 0.39% | 00.0% | 不變 |
| Richard Bernstein Advisors LLC | 87,160 | $356.1 萬 | 0.08% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 87,431 | $357.2 萬 | 0.01% | −2,854−3.2% | 減碼 |
| Gifford Fong Associates | 88,052 | $359.8 萬 | 0.86% | 00.0% | 不變 |
| Twin Capital Management Inc | 88,428 | $361.3 萬 | 0.52% | −4,071−4.4% | 減碼 |
| Mill Capital Management, LLC | 89,160 | $364.3 萬 | 0.36% | −425−0.5% | 減碼 |
| Altrafin AG | 89,180 | $364.4 萬 | 1.59% | −220−0.2% | 減碼 |
| Benson Investment Management Company, Inc. | 89,563 | $366.0 萬 | 2.05% | +89,563 | 新進 |
| Concentric Wealth Management, LLC | 90,200 | $368.6 萬 | 1.22% | +291+0.3% | 加碼 |
| Callan Family Office, LLC | 90,367 | $369.2 萬 | 0.98% | +100+0.1% | 加碼 |
| Cohen Klingenstein LLC | 90,900 | $371.4 萬 | 0.17% | 00.0% | 不變 |
| Optimas Capital Ltd | 91,600 | $374.3 萬 | 2.57% | +91,600 | 新進 |
| Elgethun Capital Management | 92,770 | $376.0 萬 | 1.13% | +4,991+5.7% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 92,200 | $376.7 萬 | 0.89% | +41,900+83.3% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 92,563 | $378.2 萬 | 0.44% | −4,953−5.1% | 減碼 |
| Western Financial Corp | 91,190 | $378.5 萬 | 2.78% | 00.0% | 不變 |
| Factorial Partners, LLC | 93,800 | $383.3 萬 | 2.80% | +4,500+5.0% | 加碼 |
| Quadrature Capital Ltd | 93,811 | $383.4 萬 | 0.08% | −1,900−2.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 93,941 | $383.8 萬 | 0.15% | −8,150−8.0% | 減碼 |
| Shelton Capital Management | 94,325 | $385.4 萬 | 0.14% | +29,800+46.2% | 加碼 |
| Brookmont Capital Management | 94,475 | $386.0 萬 | 2.41% | −575−0.6% | 減碼 |
| Winslow Asset Management Inc | 94,858 | $387.6 萬 | 0.90% | −6,162−6.1% | 減碼 |
| David Loasby | 99,640 | $388.3 萬 | 0.43% | +86,841+678.5% | 加碼 |
| Stephens Inc | 95,407 | $389.8 萬 | 0.07% | −3,741−3.8% | 減碼 |
| Bahl & Gaynor Inc | 97,627 | $398.9 萬 | 0.03% | +2,800+3.0% | 加碼 |
| United Services Automobile Association | 97,906 | $400.0 萬 | 0.10% | +11,825+13.7% | 加碼 |
| Burney Co | 98,258 | $401.5 萬 | 0.19% | +31,834+47.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 98,308 | $401.7 萬 | 0.06% | +1,025+1.1% | 加碼 |
| Madison Asset Management, LLC | 98,519 | $402.5 萬 | 0.06% | −1,049−1.1% | 減碼 |
| Apexium Financial, LP | 98,523 | $402.6 萬 | 0.40% | +2,980+3.1% | 加碼 |
| Marathon Trading Investment Management LLC | 99,418 | $406.2 萬 | 3.11% | −89,728−47.4% | 減碼 |
| PFG Advisors | 99,963 | $408.4 萬 | 0.37% | −10,321−9.4% | 減碼 |
| Clayton Partners LLC | 99,981 | $408.5 萬 | 3.47% | −14,775−12.9% | 減碼 |
| Semmax Financial Advisors Inc. | 99,712 | $410.0 萬 | 1.64% | +99,712 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 100,373 | $410.1 萬 | 0.40% | +24,501+32.3% | 加碼 |
| Barr E S & Co | 101,339 | $414.1 萬 | 0.30% | −469−0.5% | 減碼 |
| Banco Santander, S.A. | 101,819 | $416.0 萬 | 0.06% | +36,243+55.3% | 加碼 |
| Dorchester Wealth Management Co | 102,118 | $417.3 萬 | 0.84% | −2,620−2.5% | 減碼 |
| Procyon Private Wealth Partners, LLC | 102,993 | $420.8 萬 | 0.43% | −1,284−1.2% | 減碼 |
| Prospera Financial Services Inc | 103,368 | $422.4 萬 | 0.16% | +2,564+2.5% | 加碼 |
| Unison Asset Management LLC | 103,522 | $423.0 萬 | 2.78% | +1,371+1.3% | 加碼 |
| Capital International Inc | 104,784 | $428.1 萬 | 0.08% | +17,989+20.7% | 加碼 |
| Tiaa Trust, National Association | 104,800 | $428.2 萬 | 0.02% | +104,800 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 104,978 | $428.9 萬 | 0.09% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 105,300 | $430.3 萬 | 0.80% | +105,300 | 新進 |
| Nippon Life Global Investors Americas, Inc. | 105,690 | $431.8 萬 | 0.27% | −3,230−3.0% | 減碼 |
| California First Leasing Corp | 106,400 | $434.8 萬 | 2.52% | +6,000+6.0% | 加碼 |
| Chartwell Investment Partners, LLC | 107,457 | $439.1 萬 | 0.17% | −44,471−29.3% | 減碼 |
| First National Bank of Omaha | 107,659 | $439.9 萬 | 0.29% | −11,269−9.5% | 減碼 |
| Hutchinson Capital Management | 107,660 | $439.9 萬 | 1.03% | −130.0% | 減碼 |
| Quantinno Capital Management LP | 107,785 | $440.4 萬 | 0.20% | +18,385+20.6% | 加碼 |
| King Luther Capital Management Corp | 107,983 | $441.2 萬 | 0.02% | −284−0.3% | 減碼 |
| Vinva Investment Management Ltd | 107,916 | $441.5 萬 | 0.42% | +3,425+3.3% | 加碼 |
| Ieq Capital, LLC | 108,208 | $442.1 萬 | 0.09% | +3,512+3.4% | 加碼 |
| Integrated Wealth Concepts LLC | 108,733 | $444.3 萬 | 0.08% | +410+0.4% | 加碼 |
| NBW Capital LLC | 109,391 | $447.0 萬 | 1.09% | −1,170−1.1% | 減碼 |
| Regions Financial Corp | 109,775 | $448.5 萬 | 0.04% | +10,754+10.9% | 加碼 |
| Harvest Portfolios Group Inc. | 110,133 | $450.0 萬 | 0.21% | +1,949+1.8% | 加碼 |
| Avantax Advisory Services, Inc. | 111,651 | $456.2 萬 | 0.05% | −3,999−3.5% | 減碼 |
| Centiva Capital, LP | 111,677 | $456.3 萬 | 0.23% | +100,177+871.1% | 加碼 |
| MSD Partners, L.P. | 112,325 | $459.0 萬 | 0.37% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 112,669 | $460.4 萬 | 0.20% | −17,381−13.4% | 減碼 |
| Bard Financial Services, Inc. | 112,840 | $461.1 萬 | 0.57% | +395+0.4% | 加碼 |
| Sowell Financial Services LLC | 113,875 | $465.3 萬 | 0.29% | −9,635−7.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 115,485 | $471.9 萬 | 0.13% | −2,874−2.4% | 減碼 |
| Thompson Investment Management, Inc. | 115,799 | $473.2 萬 | 0.84% | −2,708−2.3% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 115,924 | $473.7 萬 | 0.62% | −1,470−1.3% | 減碼 |
| Rathbone Brothers plc | 116,021 | $474.1 萬 | 0.03% | +116,021 | 新進 |
| Acadian Asset Management LLC | 116,587 | $476.1 萬 | 0.02% | −71,949−38.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 116,557 | $476.3 萬 | 0.35% | +4,674+4.2% | 加碼 |
| Lido Advisors, LLC | 116,708 | $476.9 萬 | 0.05% | +2,274+2.0% | 加碼 |
| Soltis Investment Advisors LLC | 117,400 | $479.7 萬 | 0.62% | +87,389+291.2% | 加碼 |
| Brinker Capital Investments, LLC | 117,480 | $480.0 萬 | 0.06% | +29,416+33.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 117,480 | $480.0 萬 | 0.06% | +29,416+33.4% | 加碼 |
| Wedmont Private Capital | 121,557 | $482.6 萬 | 0.49% | −4,013−3.2% | 減碼 |
| Hoey Investments, Inc | 118,333 | $483.5 萬 | 1.62% | +5,307+4.7% | 加碼 |
| Whittier Trust Co | 119,818 | $489.6 萬 | 0.09% | +368+0.3% | 加碼 |
| Synovus Financial Corp | 121,937 | $498.3 萬 | 0.06% | +46,525+61.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 121,993 | $498.5 萬 | 0.09% | −380−0.3% | 減碼 |
| Baxter Bros Inc | 123,486 | $504.6 萬 | 0.77% | −4,021−3.2% | 減碼 |
| Cinctive Capital Management LP | 124,890 | $510.3 萬 | 0.28% | +124,890 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 125,860 | $514.3 萬 | 0.40% | −8,835−6.6% | 減碼 |