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
- 1,976
- 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 722 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 | 2,828 | $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 |
|---|---|---|---|---|---|
| Country Trust Bank | 778 | $3.18 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 795 | $3.25 萬 | 0.01% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 803 | $3.28 萬 | 0.00% | +278+53.0% | 加碼 |
| Tortoise Investment Management, LLC | 821 | $3.35 萬 | 0.00% | +21+2.6% | 加碼 |
| Impact Partnership Wealth, LLC | 825 | $3.37 萬 | 0.01% | +825 | 新進 |
| PrairieView Partners, LLC | 860 | $3.50 萬 | 0.00% | +1+0.1% | 加碼 |
| Cyrus J. Lawrence, LLC | 900 | $3.60 萬 | 0.01% | 00.0% | 不變 |
| Central Bank & Trust Co | 899 | $3.67 萬 | 0.01% | +734+444.8% | 加碼 |
| Lam Group, Inc. | 900 | $3.68 萬 | 0.04% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 907 | $3.71 萬 | 0.01% | −75−7.6% | 減碼 |
| Paladin Advisory Group, LLC | 958 | $3.91 萬 | 0.03% | −209−17.9% | 減碼 |
| Foster Dykema Cabot & Co Inc | 979 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Westport Asset Management Inc | 1,000 | $4.09 萬 | 0.02% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 1,050 | $4.29 萬 | 0.02% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,055 | $4.31 萬 | 0.03% | +9+0.9% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,069 | $4.37 萬 | 0.01% | −185−14.8% | 減碼 |
| Loomis Sayles & Co L P | 1,094 | $4.50 萬 | 0.00% | +123+12.7% | 加碼 |
| Addison Advisors LLC | 1,103 | $4.51 萬 | 0.02% | +71+6.9% | 加碼 |
| Pittenger & Anderson Inc | 1,135 | $4.64 萬 | 0.00% | −2,200−66.0% | 減碼 |
| Trifecta Capital Advisors, LLC | 1,152 | $4.71 萬 | 0.02% | 00.0% | 不變 |
| City Holding Co | 1,160 | $4.74 萬 | 0.01% | 00.0% | 不變 |
| West Financial Advisors, LLC | 1,180 | $4.82 萬 | 0.01% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 1,194 | $4.88 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 1,193 | $4.90 萬 | 0.04% | −2,424−67.0% | 減碼 |
| Spotlight Asset Group, Inc. | 1,200 | $4.90 萬 | 0.04% | −818−40.5% | 減碼 |
| Bank of New Hampshire | 1,220 | $4.98 萬 | 0.01% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 1,225 | $5.01 萬 | 0.01% | 00.0% | 不變 |
| Investment Research & Advisory Group, Inc. | 1,225 | $5.01 萬 | 0.03% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 1,244 | $5.08 萬 | 0.01% | +1,244 | 新進 |
| ORG Partners LLC | 1,261 | $5.16 萬 | 0.02% | +960+318.9% | 加碼 |
| Avalon Trust Co | 1,268 | $5.18 萬 | 0.01% | +68+5.7% | 加碼 |
| Cranbrook Wealth Management, LLC | 1,275 | $5.21 萬 | 0.02% | 00.0% | 不變 |
| Optimum Investment Advisors | 1,279 | $5.23 萬 | 0.03% | +3+0.2% | 加碼 |
| SJS Investment Consulting Inc. | 1,279 | $5.23 萬 | 0.01% | −237−15.6% | 減碼 |
| Annapolis Financial Services, LLC | 1,302 | $5.32 萬 | 0.02% | +4+0.3% | 加碼 |
| Heritage Wealth Advisors | 1,306 | $5.34 萬 | 0.00% | 00.0% | 不變 |
| ING Groep NV | 1,317 | $5.38 萬 | 0.00% | −435,457−99.7% | 減碼 |
| Glass Jacobson Investment Advisors llc | 1,334 | $5.45 萬 | 0.02% | +1+0.1% | 加碼 |
| Tfo-TDC, LLC | 1,280 | $5.46 萬 | 0.01% | +20+1.6% | 加碼 |
| Family CFO Inc | 1,347 | $5.50 萬 | 0.04% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 1,353 | $5.53 萬 | 0.12% | +11+0.8% | 加碼 |
| Hollencrest Capital Management | 1,357 | $5.54 萬 | 0.01% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 1,400 | $5.72 萬 | 0.03% | −40,275−96.6% | 減碼 |
| Versant Capital Management, Inc | 1,401 | $5.72 萬 | 0.02% | +60+4.5% | 加碼 |
| Union Savings Bank | 1,403 | $5.73 萬 | 0.04% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 1,405 | $5.74 萬 | 0.02% | +124+9.7% | 加碼 |
| WR Wealth Planners, LLC | 1,436 | $5.87 萬 | 0.02% | +219+18.0% | 加碼 |
| Ulland Investment Advisors, LLC | 1,435 | $5.90 萬 | 0.06% | 00.0% | 不變 |
| Steward Financial Group LLC | 1,444 | $5.90 萬 | 0.02% | +81+5.9% | 加碼 |
| New England Capital Financial Advisors LLC | 1,450 | $5.93 萬 | 0.04% | +11+0.8% | 加碼 |
| BluePath Capital Management, LLC | 1,455 | $5.94 萬 | 0.05% | +1,455 | 新進 |
| Carolinas Wealth Consulting LLC | 1,539 | $6.12 萬 | 0.02% | −2,343−60.4% | 減碼 |
| Macroview Investment Management LLC | 1,500 | $6.13 萬 | 0.08% | +1,500 | 新進 |
| Kessler Investment Group, LLC | 1,519 | $6.21 萬 | 0.05% | 00.0% | 不變 |
| Riverview Trust Co | 1,530 | $6.25 萬 | 0.06% | 00.0% | 不變 |
| Key Financial Inc | 1,557 | $6.36 萬 | 0.02% | −387−19.9% | 減碼 |
| Bay Harbor Wealth Management, LLC | 1,559 | $6.37 萬 | 0.03% | +27+1.8% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,576 | $6.40 萬 | 0.04% | 00.0% | 不變 |
| Atlantic Trust, LLC | 1,593 | $6.51 萬 | 0.02% | −1,488−48.3% | 減碼 |
| Mendota Financial Group, LLC | 1,604 | $6.55 萬 | 0.07% | 00.0% | 不變 |
| Abound Wealth Management | 1,642 | $6.71 萬 | 0.03% | +29+1.8% | 加碼 |
| Beacon Capital Management, LLC | 1,577 | $6.73 萬 | 0.02% | 00.0% | 不變 |
| Acima Private Wealth, LLC | 1,687 | $6.89 萬 | 0.03% | −885−34.4% | 減碼 |
| SOA Wealth Advisors, LLC. | 1,718 | $7.02 萬 | 0.02% | 00.0% | 不變 |
| WFA Asset Management Corp | 1,723 | $7.04 萬 | 0.04% | +40+2.4% | 加碼 |
| Adirondack Trust Co | 1,760 | $7.19 萬 | 0.04% | −19−1.1% | 減碼 |
| Earnest Partners LLC | 1,761 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| Gables Capital Management Inc. | 1,800 | $7.35 萬 | 0.05% | −420−18.9% | 減碼 |
| Winch Advisory Services, LLC | 1,804 | $7.40 萬 | 0.03% | +15+0.8% | 加碼 |
| Bogart Wealth, LLC | 1,817 | $7.42 萬 | 0.00% | +288+18.8% | 加碼 |
| Rogco, LP | 1,834 | $7.49 萬 | 0.04% | +1,834 | 新進 |
| First Community Trust NA | 1,867 | $7.63 萬 | 0.09% | 00.0% | 不變 |
| Laffer Tengler Investments | 1,903 | $7.78 萬 | 0.02% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $7.80 萬 | 0.01% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 1,898 | $7.80 萬 | 0.04% | 00.0% | 不變 |
| DT Investment Partners, LLC | 1,940 | $7.93 萬 | 0.01% | +265+15.8% | 加碼 |
| Clean Yield Group | 2,000 | $7.94 萬 | 0.04% | −243−10.8% | 減碼 |
| CWS Financial Advisors, LLC | 1,949 | $7.96 萬 | 0.03% | +1,949 | 新進 |
| WFA of San Diego, LLC | 1,957 | $8.00 萬 | 0.08% | +1,639+515.4% | 加碼 |
| Global Financial Private Client, LLC | 2,021 | $8.01 萬 | 0.04% | 00.0% | 不變 |
| Kelly Financial Services LLC | 1,961 | $8.01 萬 | 0.04% | +1,367+230.1% | 加碼 |
| Armstrong Advisory Group, Inc | 1,983 | $8.10 萬 | 0.01% | 00.0% | 不變 |
| Spirit of America Management Corp | 2,000 | $8.17 萬 | 0.02% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 2,000 | $8.17 萬 | 0.05% | 00.0% | 不變 |
| KB Financial Partners, LLC | 2,041 | $8.30 萬 | 0.02% | −230−10.1% | 減碼 |
| Syntax Research, Inc. | 2,036 | $8.32 萬 | 0.07% | +2,036 | 新進 |
| GeoWealth Management, LLC | 2,117 | $8.60 萬 | 0.01% | +1,108+109.8% | 加碼 |
| Capula Management Ltd | 2,115 | $8.64 萬 | 0.01% | +2,115 | 新進 |
| Oakworth Capital, Inc. | 2,138 | $8.74 萬 | 0.01% | −455−17.5% | 減碼 |
| Sugarloaf Wealth Management, LLC | 2,145 | $8.76 萬 | 0.02% | +10.0% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $8.96 萬 | 0.04% | 00.0% | 不變 |
| State of Wyoming | 2,224 | $9.09 萬 | 0.02% | +2,224 | 新進 |
| Pinnacle Holdings, LLC | 2,227 | $9.10 萬 | 0.04% | 00.0% | 不變 |
| American National Bank | 2,279 | $9.31 萬 | 0.02% | −884−27.9% | 減碼 |
| BOK Financial Private Wealth, Inc. | 2,367 | $9.67 萬 | 0.01% | 00.0% | 不變 |
| Hoese & Co LLP | 2,374 | $9.70 萬 | 0.10% | 00.0% | 不變 |
| Nemes Rush Group LLC | 2,374 | $9.70 萬 | 0.02% | −136−5.4% | 減碼 |
| Capital Analysts, LLC | 2,399 | $9.80 萬 | 0.01% | −89−3.6% | 減碼 |
| DB Wealth Management Group, LLC | 2,410 | $9.85 萬 | 0.06% | 00.0% | 不變 |
| Rock Creek Group, LP | 2,458 | $10.0 萬 | 0.01% | −1,367−35.7% | 減碼 |