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 |
|---|---|---|---|---|---|
| CMG Global Holdings, LLC | 6,371 | $26.0 萬 | 0.22% | +20.0% | 加碼 |
| Cambridge Advisors Inc. | 6,380 | $26.1 萬 | 0.07% | +20.0% | 加碼 |
| Traphagen Investment Advisors LLC | 6,385 | $26.1 萬 | 0.03% | −6,980−52.2% | 減碼 |
| CKW Financial Group | 6,400 | $26.2 萬 | 0.04% | 00.0% | 不變 |
| Stiles Financial Services Inc | 6,417 | $26.2 萬 | 0.14% | +45+0.7% | 加碼 |
| Wealthstream Advisors, Inc. | 6,420 | $26.2 萬 | 0.14% | +6,420 | 新進 |
| Credential Qtrade Securities Inc. | 6,466 | $26.4 萬 | 0.02% | −200−3.0% | 減碼 |
| CVA Family Office, LLC | 6,466 | $26.4 萬 | 0.06% | +390+6.4% | 加碼 |
| Kure Advisory, LLC | 6,466 | $26.4 萬 | 0.15% | +6,466 | 新進 |
| ASB Consultores, LLC | 6,476 | $26.5 萬 | 0.10% | −3,379−34.3% | 減碼 |
| Nexus Investment Management ULC | 6,500 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 6,505 | $26.6 萬 | 0.06% | −139−2.1% | 減碼 |
| Papp L Roy & Associates | 6,515 | $26.6 萬 | 0.04% | +636+10.8% | 加碼 |
| Cape Investment Advisory, Inc. | 6,527 | $26.7 萬 | 0.15% | +679+11.6% | 加碼 |
| Field & Main Bank | 6,570 | $26.8 萬 | 0.13% | −1,011−13.3% | 減碼 |
| BNC Wealth Management, LLC | 6,570 | $26.8 萬 | 0.14% | +10.0% | 加碼 |
| UMA Financial Services, Inc. | 6,770 | $26.9 萬 | 0.07% | −85−1.2% | 減碼 |
| Wealth Architects, LLC | 6,579 | $26.9 萬 | 0.05% | +59+0.9% | 加碼 |
| Van Cleef Asset Management,Inc | 6,581 | $26.9 萬 | 0.04% | +20.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 6,577 | $26.9 萬 | 0.01% | +600+10.0% | 加碼 |
| AXS Investments LLC | 6,634 | $27.1 萬 | 0.07% | −3,961−37.4% | 減碼 |
| Western Pacific Wealth Management, LP | 6,675 | $27.3 萬 | 0.22% | +615+10.1% | 加碼 |
| Bouchey Financial Group Ltd | 6,677 | $27.3 萬 | 0.03% | 00.0% | 不變 |
| Auxano Advisors, LLC | 6,681 | $27.3 萬 | 0.11% | +27+0.4% | 加碼 |
| Leonteq Securities AG | 6,685 | $27.3 萬 | 0.03% | −6,168−48.0% | 減碼 |
| Parsons Capital Management Inc | 6,701 | $27.4 萬 | 0.02% | 00.0% | 不變 |
| Lincoln Capital LLC | 6,703 | $27.4 萬 | 0.07% | +75+1.1% | 加碼 |
| Smithfield Trust Co | 6,700 | $27.4 萬 | 0.02% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 6,718 | $27.4 萬 | 0.02% | 00.0% | 不變 |
| Tucker Asset Management LLC | 6,727 | $27.5 萬 | 0.07% | +733+12.2% | 加碼 |
| Drexel Morgan & Co. | 6,747 | $27.6 萬 | 0.08% | +6,747 | 新進 |
| SageView Advisory Group, LLC | 6,750 | $27.6 萬 | 0.02% | +231+3.5% | 加碼 |
| Silvia McColl Wealth Management, LLC | 6,757 | $27.6 萬 | 0.28% | −457−6.3% | 減碼 |
| Guardian Wealth Management, Inc. | 6,757 | $27.6 萬 | 0.26% | −319−4.5% | 減碼 |
| Well Done, LLC | 6,765 | $27.6 萬 | 0.06% | −10−0.1% | 減碼 |
| Arrow Financial Corp | 6,772 | $27.7 萬 | 0.03% | −565−7.7% | 減碼 |
| Guyasuta Investment Advisors Inc | 6,773 | $27.7 萬 | 0.02% | +955+16.4% | 加碼 |
| Coastline Trust Co | 6,775 | $27.7 萬 | 0.04% | −954−12.3% | 減碼 |
| Evolution Advisers, Inc. | 6,811 | $27.8 萬 | 0.20% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 6,811 | $27.8 萬 | 0.19% | −153−2.2% | 減碼 |
| Proficio Capital Partners LLC | 6,813 | $27.8 萬 | 0.04% | −9,538−58.3% | 減碼 |
| X-Square Capital, LLC | 6,547 | $27.9 萬 | 0.19% | 00.0% | 不變 |
| Heritage Investment Group, Inc. | 6,825 | $27.9 萬 | 0.08% | +493+7.8% | 加碼 |
| New Republic Capital, LLC | 6,835 | $27.9 萬 | 0.23% | −161−2.3% | 減碼 |
| Founders Capital Management | 6,864 | $28.0 萬 | 0.21% | +51+0.7% | 加碼 |
| MEMBERS Trust Co | 6,861 | $28.1 萬 | 0.01% | +488+7.7% | 加碼 |
| Total Clarity Wealth Management, Inc. | 6,887 | $28.1 萬 | 0.14% | −3,225−31.9% | 減碼 |
| Oxford Financial Group Ltd | 6,900 | $28.2 萬 | 0.02% | −7,036−50.5% | 減碼 |
| John W. Brooker & Co., CPAs | 6,904 | $28.2 萬 | 0.18% | 00.0% | 不變 |
| Legacy Bridge, LLC | 6,904 | $28.2 萬 | 0.20% | 00.0% | 不變 |
| Ssi Investment Management LLC | 6,928 | $28.3 萬 | 0.02% | −170−2.4% | 減碼 |
| S.A. Mason LLC | 6,936 | $28.3 萬 | 0.20% | −1,700−19.7% | 減碼 |
| Delta Investment Management, LLC | 6,936 | $28.3 萬 | 0.08% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 6,947 | $28.4 萬 | 0.17% | −1,627−19.0% | 減碼 |
| Westhampton Capital, LLC | 6,990 | $28.6 萬 | 0.18% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 6,996 | $28.6 萬 | 0.13% | +106+1.5% | 加碼 |
| Kearns & Associates LLC | 7,000 | $28.6 萬 | 0.27% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 7,000 | $28.6 萬 | 0.04% | +15+0.2% | 加碼 |
| Formidable Asset Management, LLC | 7,003 | $28.6 萬 | 0.06% | −10.0% | 減碼 |
| Washington Trust Advisors, Inc. | 7,050 | $28.8 萬 | 0.03% | +2,300+48.4% | 加碼 |
| Zullo Investment Group, Inc. | 7,064 | $28.9 萬 | 0.17% | +253+3.7% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,131 | $28.9 萬 | 0.00% | −6,016−45.8% | 減碼 |
| Pegasus Partners Ltd. | 7,091 | $29.0 萬 | 0.04% | +1,807+34.2% | 加碼 |
| Wayfinding Financial, LLC | 7,374 | $29.2 萬 | 0.22% | −570−7.2% | 減碼 |
| Plante Moran Financial Advisors, LLC | 7,168 | $29.3 萬 | 0.04% | −16−0.2% | 減碼 |
| Berger Financial Group, Inc | 7,185 | $29.4 萬 | 0.03% | +808+12.7% | 加碼 |
| BancorpSouth Bank | 7,204 | $29.4 萬 | 0.03% | −370−4.9% | 減碼 |
| Duncker Streett & Co Inc | 7,211 | $29.5 萬 | 0.07% | +12+0.2% | 加碼 |
| E&G Advisors, LP | 7,218 | $29.5 萬 | 0.11% | 00.0% | 不變 |
| Alpha Family Trust | 7,220 | $29.5 萬 | 0.22% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 7,236 | $29.6 萬 | 0.24% | +18+0.2% | 加碼 |
| Wealth Effects LLC | 7,243 | $29.6 萬 | 0.15% | +310+4.5% | 加碼 |
| Kathmere Capital Management, LLC | 7,248 | $29.6 萬 | 0.04% | +1,185+19.5% | 加碼 |
| Simplicity Wealth,LLC | 7,253 | $29.6 萬 | 0.17% | +61+0.8% | 加碼 |
| Front Row Advisors LLC | 7,267 | $29.7 萬 | 0.14% | −124−1.7% | 減碼 |
| Schulhoff & Co Inc | 7,270 | $29.7 萬 | 0.15% | +5+0.1% | 加碼 |
| Richard W. Paul & Associates, LLC | 7,311 | $29.9 萬 | 0.14% | −231−3.1% | 減碼 |
| Keel Point, LLC | 7,314 | $29.9 萬 | 0.04% | −873−10.7% | 減碼 |
| Wagner Wealth Management, LLC | 7,319 | $29.9 萬 | 0.11% | −6−0.1% | 減碼 |
| Confluence Wealth Services, Inc. | 7,323 | $29.9 萬 | 0.06% | +148+2.1% | 加碼 |
| Brown Miller Wealth Management, LLC | 7,333 | $30.0 萬 | 0.17% | +7,333 | 新進 |
| Cornerstone Advisory, LLC | 7,377 | $30.1 萬 | 0.05% | −1,546−17.3% | 減碼 |
| Bridge Creek Capital Management LLC | 7,400 | $30.2 萬 | 0.11% | 00.0% | 不變 |
| Cowa, LLC | 7,400 | $30.2 萬 | 0.20% | 00.0% | 不變 |
| New Jersey Better Educational Savings Trust | 7,401 | $30.2 萬 | 0.74% | 00.0% | 不變 |
| MONECO Advisors, LLC | 7,424 | $30.3 萬 | 0.08% | +453+6.5% | 加碼 |
| First National Bank & Trust Co of Newtown | 7,436 | $30.4 萬 | 0.07% | 00.0% | 不變 |
| Lynch & Associates | 7,459 | $30.5 萬 | 0.08% | +334+4.7% | 加碼 |
| Core Alternative Capital | 7,470 | $30.5 萬 | 0.05% | −139−1.8% | 減碼 |
| Red Door Wealth Management, LLC | 7,474 | $30.5 萬 | 0.08% | −305−3.9% | 減碼 |
| Piscataqua Savings Bank | 7,495 | $30.6 萬 | 0.27% | 00.0% | 不變 |
| Cidel Asset Management Inc | 7,500 | $30.6 萬 | 0.02% | 00.0% | 不變 |
| Icapital Wealth LLC | 7,500 | $30.6 萬 | 0.22% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 7,509 | $30.7 萬 | 0.04% | +592+8.6% | 加碼 |
| Retirement Group, LLC | 7,510 | $30.7 萬 | 0.13% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 7,515 | $30.7 萬 | 0.13% | −439−5.5% | 減碼 |
| Titleist Asset Management, LLC | 7,522 | $30.7 萬 | 0.06% | +7,522 | 新進 |
| AlphaCore Capital LLC | 7,542 | $30.8 萬 | 0.05% | −386−4.9% | 減碼 |
| Adviser Investments LLC | 7,612 | $31.1 萬 | 0.01% | +7,612 | 新進 |
| Rational Advisors LLC | 7,647 | $31.2 萬 | 0.03% | −3,197−29.5% | 減碼 |