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
- 1,976
- 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 5,254 | $21.5 萬 | 0.02% | −927−15.0% | 減碼 |
| Register Financial Advisors LLC | 5,256 | $21.5 萬 | 0.16% | +1,039+24.6% | 加碼 |
| Deltec Asset Management LLC | 5,260 | $21.5 萬 | 0.05% | 00.0% | 不變 |
| Intelligence Driven Advisers, LLC | 5,522 | $21.5 萬 | 0.04% | +740+15.5% | 加碼 |
| Magnus Financial Group LLC | 5,277 | $21.6 萬 | 0.03% | −118−2.2% | 減碼 |
| Constitution Capital LLC | 5,300 | $21.7 萬 | 0.15% | 00.0% | 不變 |
| Weinberger Asset Management, Inc | 5,306 | $21.7 萬 | 0.12% | −473−8.2% | 減碼 |
| Weaver Consulting Group | 5,308 | $21.7 萬 | 0.10% | 00.0% | 不變 |
| Mosaic Family Wealth Partners, LLC | 5,313 | $21.7 萬 | 0.04% | +5+0.1% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $21.8 萬 | 0.12% | +5,394 | 新進 |
| Golden Green, Inc. | 5,349 | $21.9 萬 | 0.23% | +6+0.1% | 加碼 |
| Alaethes Wealth LLC | 5,363 | $21.9 萬 | 0.12% | 00.0% | 不變 |
| Woodstock Corp | 5,374 | $22.0 萬 | 0.03% | −610−10.2% | 減碼 |
| Meeder Asset Management Inc | 5,377 | $22.0 萬 | 0.02% | −53−1.0% | 減碼 |
| Evoke Wealth, LLC | 5,378 | $22.0 萬 | 0.01% | −2,111−28.2% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 5,392 | $22.0 萬 | 0.07% | +5,392 | 新進 |
| Ipswich Investment Management Co., Inc. | 5,401 | $22.1 萬 | 0.06% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 5,405 | $22.1 萬 | 0.04% | −222−3.9% | 減碼 |
| CFO4Life Group, LLC | 5,408 | $22.1 萬 | 0.05% | −904−14.3% | 減碼 |
| Hardy Reed LLC | 5,419 | $22.1 萬 | 0.04% | −70−1.3% | 減碼 |
| Cassaday & Co Wealth Management LLC | 5,421 | $22.2 萬 | 0.01% | −3,697−40.5% | 減碼 |
| Successful Portfolios LLC | 5,427 | $22.2 萬 | 0.20% | −46−0.8% | 減碼 |
| Eagle Harbor Asset Management Inc | 5,437 | $22.2 萬 | 0.29% | +625+13.0% | 加碼 |
| Verus Capital Partners, LLC | 5,438 | $22.2 萬 | 0.03% | −105−1.9% | 減碼 |
| MSH Capital Advisors LLC | 5,448 | $22.3 萬 | 0.09% | −36−0.7% | 減碼 |
| Howard Capital Management Group, LLC | 5,450 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Denver Wealth Management, Inc. | 5,462 | $22.3 萬 | 0.14% | +38+0.7% | 加碼 |
| Aprio Wealth Management, LLC | 5,494 | $22.5 萬 | 0.06% | −836−13.2% | 減碼 |
| Thrive Wealth Management, LLC | 5,495 | $22.5 萬 | 0.06% | −240−4.2% | 減碼 |
| Powers Advisory Group, LLC | 5,501 | $22.5 萬 | 0.15% | +30+0.5% | 加碼 |
| Chapin Davis, Inc. | 5,549 | $22.7 萬 | 0.11% | +565+11.3% | 加碼 |
| Cottonwood Capital Advisors, LLC | 5,579 | $22.8 萬 | 0.21% | +5,579 | 新進 |
| Guardian Wealth Advisors, LLC | 5,599 | $22.9 萬 | 0.04% | +5,599 | 新進 |
| Detalus Advisors, LLC | 5,600 | $22.9 萬 | 0.11% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 5,609 | $22.9 萬 | 0.13% | +32+0.6% | 加碼 |
| IFG Advisory, LLC | 5,611 | $22.9 萬 | 0.02% | +5,611 | 新進 |
| Hohimer Wealth Management, LLC | 5,641 | $23.0 萬 | 0.07% | −46−0.8% | 減碼 |
| HHM Wealth Advisors, LLC | 5,645 | $23.1 萬 | 0.05% | 00.0% | 不變 |
| Family Firm, Inc. | 5,658 | $23.1 萬 | 0.06% | +7+0.1% | 加碼 |
| Cutter & CO Brokerage, Inc. | 5,667 | $23.2 萬 | 0.07% | −1,999−26.1% | 減碼 |
| Allegheny Financial Group LTD | 5,669 | $23.2 萬 | 0.09% | +5,669 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 5,686 | $23.2 萬 | 0.03% | −7,163−55.7% | 減碼 |
| Planning Center, Inc. | 5,686 | $23.2 萬 | 0.06% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 5,689 | $23.2 萬 | 0.05% | −659−10.4% | 減碼 |
| Patten & Patten Inc | 5,689 | $23.2 萬 | 0.02% | −25−0.4% | 減碼 |
| Ballast, Inc. | 5,690 | $23.2 萬 | 0.09% | 00.0% | 不變 |
| SPC Financial, Inc. | 5,700 | $23.3 萬 | 0.03% | +155+2.8% | 加碼 |
| E Fund Management Co., Ltd. | 5,710 | $23.3 萬 | 0.02% | −557−8.9% | 減碼 |
| Advus Financial Partners, LLC | 5,716 | $23.4 萬 | 0.09% | +836+17.1% | 加碼 |
| Strategic Wealth Designers | 5,725 | $23.4 萬 | 0.04% | −1,274−18.2% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 5,733 | $23.4 萬 | 0.01% | −4,819−45.7% | 減碼 |
| Investment Advisory Group, LLC | 5,743 | $23.5 萬 | 0.12% | +82+1.4% | 加碼 |
| Summit Global Investments | 5,753 | $23.5 萬 | 0.02% | +343+6.3% | 加碼 |
| Bridgewealth Advisory Group, LLC | 5,790 | $23.7 萬 | 0.29% | −66−1.1% | 減碼 |
| Josh Arnold Investment Consultant, LLC | 6,000 | $23.8 萬 | 0.25% | 00.0% | 不變 |
| Finer Wealth Management, Inc. | 5,843 | $23.9 萬 | 0.19% | +353+6.4% | 加碼 |
| Raleigh Capital Management Inc. | 5,855 | $23.9 萬 | 0.12% | +304+5.5% | 加碼 |
| Atlas Brown,Inc. | 5,862 | $24.0 萬 | 0.11% | −43−0.7% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 5,884 | $24.0 萬 | 0.06% | +13+0.2% | 加碼 |
| Defender Capital, LLC. | 5,893 | $24.1 萬 | 0.09% | 00.0% | 不變 |
| Trust Co of Virginia | 5,903 | $24.1 萬 | 0.03% | 00.0% | 不變 |
| JJJ Advisors Inc. | 5,908 | $24.1 萬 | 0.06% | +1,867+46.2% | 加碼 |
| Oliver Luxxe Assets LLC | 5,912 | $24.2 萬 | 0.06% | −90−1.5% | 減碼 |
| Arcataur Capital Management LLC | 5,914 | $24.2 萬 | 0.10% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 5,933 | $24.2 萬 | 0.06% | +16+0.3% | 加碼 |
| Nations Financial Group Inc, | 5,959 | $24.4 萬 | 0.02% | −34−0.6% | 減碼 |
| Bryn Mawr Trust Co | 5,963 | $24.4 萬 | 0.01% | −89−1.5% | 減碼 |
| City State Bank | 6,000 | $24.5 萬 | 0.13% | −2,060−25.6% | 減碼 |
| Fenimore Asset Management Inc | 6,000 | $24.5 萬 | 0.01% | 00.0% | 不變 |
| Wallace Capital Management Inc. | 6,010 | $24.6 萬 | 0.04% | 00.0% | 不變 |
| Means Investment Co., Inc. | 6,022 | $24.6 萬 | 0.04% | −439−6.8% | 減碼 |
| Imprint Wealth LLC | 6,027 | $24.6 萬 | 0.21% | −94,333−94.0% | 減碼 |
| Cedar Brook Financial Partners, LLC | 6,027 | $24.6 萬 | 0.06% | −336−5.3% | 減碼 |
| SFMG, LLC | 6,036 | $24.7 萬 | 0.03% | +6,036 | 新進 |
| Milestone Investment Advisors LLC | 6,040 | $24.7 萬 | 0.07% | +6,040 | 新進 |
| SeaBridge Investment Advisors LLC | 6,045 | $24.7 萬 | 0.08% | 00.0% | 不變 |
| KLR Investment Advisors, LLC | 6,634 | $24.8 萬 | 0.23% | +6,634 | 新進 |
| Willis Johnson & Associates, Inc. | 6,080 | $24.8 萬 | 0.03% | −1,507−19.9% | 減碼 |
| Baron Wealth Management LLC | 6,087 | $24.9 萬 | 0.16% | −31−0.5% | 減碼 |
| Riverbridge Partners LLC | 6,100 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| Black Maple Capital Management LP | 6,100 | $24.9 萬 | 0.23% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 6,104 | $24.9 萬 | 0.01% | +192+3.2% | 加碼 |
| Nomura Holdings Inc | 6,118 | $25.0 萬 | 0.00% | −123,416−95.3% | 減碼 |
| Millennium Capital Advisors, LLC | 6,150 | $25.1 萬 | 0.21% | +200+3.4% | 加碼 |
| Financial Perspectives, Inc | 6,151 | $25.1 萬 | 0.12% | +3,946+179.0% | 加碼 |
| Northwest Investment Counselors, LLC | 6,158 | $25.2 萬 | 0.07% | −2,910−32.1% | 減碼 |
| Trustmark National Bank Trust Department | 6,174 | $25.2 萬 | 0.02% | −25−0.4% | 減碼 |
| Glassman Wealth Services | 6,185 | $25.3 萬 | 0.04% | +58+0.9% | 加碼 |
| True North Advisors, LLC | 6,191 | $25.3 萬 | 0.08% | −34,275−84.7% | 減碼 |
| Seven Mile Advisory | 6,203 | $25.3 萬 | 0.27% | +44+0.7% | 加碼 |
| LBMC Investment Advisors, LLC | 6,556 | $25.4 萬 | 0.03% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,233 | $25.5 萬 | 0.01% | +992+18.9% | 加碼 |
| Ullmann Financial Group, Inc. | 6,236 | $25.5 萬 | 0.05% | +28+0.5% | 加碼 |
| Sunflower Bank, N.A. | 6,258 | $25.6 萬 | 0.06% | −550−8.1% | 減碼 |
| Cherry Creek Investment Advisors, Inc. | 6,297 | $25.7 萬 | 0.17% | +36+0.6% | 加碼 |
| Advisor OS, LLC | 6,301 | $25.7 萬 | 0.04% | +862+15.8% | 加碼 |
| Fruth Investment Management | 6,318 | $25.8 萬 | 0.08% | −100−1.6% | 減碼 |
| Howland Capital Management LLC | 6,345 | $25.9 萬 | 0.02% | −650−9.3% | 減碼 |
| Farther Finance Advisors, LLC | 6,350 | $25.9 萬 | 0.04% | +1,912+43.1% | 加碼 |
| West Oak Capital, LLC | 6,375 | $26.0 萬 | 0.13% | +650+11.4% | 加碼 |