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 |
|---|---|---|---|---|---|
| New Hampshire Trust | 7,655 | $31.3 萬 | 0.08% | −295−3.7% | 減碼 |
| Bank Hapoalim BM | 7,660 | $31.3 萬 | 0.05% | −1,629−17.5% | 減碼 |
| Bailard, Inc. | 7,681 | $31.4 萬 | 0.01% | +213+2.9% | 加碼 |
| MKT Advisors LLC | 7,941 | $31.5 萬 | 0.24% | +59+0.7% | 加碼 |
| Baldwin Brothers Inc | 7,700 | $31.5 萬 | 0.03% | −400−4.9% | 減碼 |
| Flputnam Investment Management Co | 7,713 | $31.5 萬 | 0.01% | +2,185+39.5% | 加碼 |
| Visionary Wealth Advisors | 7,737 | $31.6 萬 | 0.03% | −793−9.3% | 減碼 |
| SNS Financial Group, LLC | 7,740 | $31.6 萬 | 0.04% | +767+11.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 7,778 | $31.8 萬 | 0.03% | −691−8.2% | 減碼 |
| Weil Company, Inc. | 7,809 | $31.9 萬 | 0.16% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,500 | $32.0 萬 | 0.27% | −300−4.4% | 減碼 |
| Ghe, LLC | 7,833 | $32.0 萬 | 0.22% | +1,043+15.4% | 加碼 |
| Arbor Investment Advisors, LLC | 7,839 | $32.0 萬 | 0.06% | −81−1.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 7,887 | $32.2 萬 | 0.03% | +16+0.2% | 加碼 |
| Icon Wealth Partners, LLC | 7,904 | $32.3 萬 | 0.04% | −16,160−67.2% | 減碼 |
| Sky Investment Group LLC | 7,965 | $32.5 萬 | 0.07% | −59−0.7% | 減碼 |
| BancFirst Trust & Investment Management | 7,976 | $32.6 萬 | 0.16% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 8,011 | $32.7 萬 | 0.08% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 8,044 | $32.9 萬 | 0.03% | −217−2.6% | 減碼 |
| Monetary Management Group Inc | 8,065 | $33.0 萬 | 0.11% | 00.0% | 不變 |
| Heritage Trust Co | 8,073 | $33.0 萬 | 0.05% | 00.0% | 不變 |
| Syverson Strege & Co | 8,085 | $33.0 萬 | 0.15% | −1,423−15.0% | 減碼 |
| Vicus Capital | 8,087 | $33.0 萬 | 0.03% | +937+13.1% | 加碼 |
| Burke & Herbert Bank & Trust Co | 8,096 | $33.1 萬 | 0.27% | −2,880−26.2% | 減碼 |
| Cutler Investment Counsel LLC | 8,136 | $33.2 萬 | 0.05% | +89+1.1% | 加碼 |
| Capital Square, LLC | 8,018 | $33.3 萬 | 0.45% | 00.0% | 不變 |
| New Millennium Group LLC | 8,195 | $33.5 萬 | 0.31% | −4,074−33.2% | 減碼 |
| Transamerica Financial Advisors, Inc. | 8,195 | $33.5 萬 | 0.05% | −28−0.3% | 減碼 |
| Crawford Investment Counsel Inc | 8,217 | $33.6 萬 | 0.01% | +55+0.7% | 加碼 |
| STAR Financial Bank | 8,257 | $33.7 萬 | 0.35% | +800+10.7% | 加碼 |
| Van Strum & Towne Inc. | 8,264 | $33.8 萬 | 0.14% | −300−3.5% | 減碼 |
| Cohen Capital Management, Inc. | 8,274 | $33.8 萬 | 0.07% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 8,291 | $33.9 萬 | 0.11% | +1,222+17.3% | 加碼 |
| Sippican Capital Advisors | 8,293 | $33.9 萬 | 0.31% | 00.0% | 不變 |
| Summit Asset Management, LLC | 8,320 | $34.0 萬 | 0.09% | 00.0% | 不變 |
| Hamilton Capital, LLC | 8,345 | $34.1 萬 | 0.03% | +37+0.4% | 加碼 |
| Pin Oak Investment Advisors Inc | 8,363 | $34.2 萬 | 0.39% | 00.0% | 不變 |
| Spinnaker Trust | 8,390 | $34.3 萬 | 0.03% | −1,448−14.7% | 減碼 |
| Nichols & Pratt Advisers LLP | 8,400 | $34.3 萬 | 0.03% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 8,417 | $34.4 萬 | 0.04% | +8+0.1% | 加碼 |
| RB Capital Management, LLC | 8,442 | $34.5 萬 | 0.11% | −271−3.1% | 減碼 |
| Regatta Capital Group, LLC | 8,443 | $34.5 萬 | 0.11% | −2,070−19.7% | 減碼 |
| Prentice Wealth Management LLC | 8,451 | $34.5 萬 | 0.16% | +84+1.0% | 加碼 |
| Gateway Wealth Partners, LLC | 8,467 | $34.6 萬 | 0.06% | +73+0.9% | 加碼 |
| Waddell & Associates, LLC | 8,472 | $34.6 萬 | 0.05% | −46−0.5% | 減碼 |
| First National Bank | 8,494 | $34.7 萬 | 0.30% | −100−1.2% | 減碼 |
| Intrust Bank NA | 8,494 | $34.7 萬 | 0.04% | +58+0.7% | 加碼 |
| Traynor Capital Management, Inc. | 8,526 | $34.8 萬 | 0.05% | −1,029−10.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 8,576 | $35.0 萬 | 0.04% | +226+2.7% | 加碼 |
| Security National Bank of So Dak | 8,591 | $35.1 萬 | 0.26% | +252+3.0% | 加碼 |
| Equitable Trust Co | 8,605 | $35.2 萬 | 0.03% | +363+4.4% | 加碼 |
| Financial Engines Advisors L.L.C. | 8,611 | $35.2 萬 | 0.00% | +211+2.5% | 加碼 |
| Old North State Trust, LLC | 8,607 | $35.2 萬 | 0.27% | −472−5.2% | 減碼 |
| Lakeside Advisors, INC. | 8,624 | $35.2 萬 | 0.27% | −1,167−11.9% | 減碼 |
| Campion Asset Management LLC | 8,625 | $35.2 萬 | 0.33% | 00.0% | 不變 |
| Bray Capital Advisors | 8,685 | $35.5 萬 | 0.11% | −493−5.4% | 減碼 |
| OneAscent Wealth Management LLC | 8,684 | $35.5 萬 | 0.16% | +8,684 | 新進 |
| Exencial Wealth Advisors, LLC | 8,690 | $35.5 萬 | 0.02% | −167−1.9% | 減碼 |
| Evermay Wealth Management LLC | 8,701 | $35.6 萬 | 0.07% | 00.0% | 不變 |
| Ascent Group, LLC | 8,801 | $35.6 萬 | 0.04% | −1,125−11.3% | 減碼 |
| Biltmore Family Office, LLC | 8,704 | $35.6 萬 | 0.08% | 00.0% | 不變 |
| Northeast Investment Management | 8,735 | $35.7 萬 | 0.02% | −750−7.9% | 減碼 |
| Linscomb & Williams, Inc. | 8,748 | $35.7 萬 | 0.02% | −1,450−14.2% | 減碼 |
| Tributary Capital Management, LLC | 8,750 | $35.8 萬 | 0.03% | −100−1.1% | 減碼 |
| Hudock, Inc. | 8,757 | $35.8 萬 | 0.09% | +10.0% | 加碼 |
| Gratus Capital LLC | 8,778 | $35.9 萬 | 0.02% | +3,229+58.2% | 加碼 |
| Marietta Investment Partners LLC | 8,800 | $36.0 萬 | 0.10% | 00.0% | 不變 |
| Manchester Capital Management LLC | 8,810 | $36.0 萬 | 0.05% | 00.0% | 不變 |
| Smith, Moore & Co. | 8,827 | $36.1 萬 | 0.05% | +155+1.8% | 加碼 |
| Simon Quick Advisors, LLC | 8,831 | $36.1 萬 | 0.03% | +1,456+19.7% | 加碼 |
| LMG Wealth Partners, LLC | 8,832 | $36.1 萬 | 0.11% | 00.0% | 不變 |
| Davis R M Inc | 8,836 | $36.1 萬 | 0.01% | −305−3.3% | 減碼 |
| Pacifica Capital Investments, LLC | 8,835 | $36.1 萬 | 0.12% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 8,859 | $36.2 萬 | 0.15% | +1,473+19.9% | 加碼 |
| Childress Capital Advisors, LLC | 8,863 | $36.2 萬 | 0.12% | +8,863 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $36.3 萬 | 0.18% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 8,888 | $36.3 萬 | 0.03% | +7,268+448.6% | 加碼 |
| Grey Street Capital, LLC | 8,888 | $36.3 萬 | 0.21% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 8,919 | $36.4 萬 | 0.06% | −482−5.1% | 減碼 |
| PDS Planning, Inc | 8,966 | $36.6 萬 | 0.05% | +266+3.1% | 加碼 |
| Monticello Wealth Management, LLC | 8,981 | $36.7 萬 | 0.04% | 00.0% | 不變 |
| Claar Advisors LLC | 9,000 | $36.8 萬 | 0.15% | 00.0% | 不變 |
| Vontobel Asset Management Inc | 9,003 | $36.8 萬 | 0.00% | −508−5.3% | 減碼 |
| Kathleen S. Wright Associates Inc. | 9,075 | $36.8 萬 | 0.21% | +1,600+21.4% | 加碼 |
| Winning Points Advisors, LLC | 9,006 | $36.8 萬 | 0.65% | −400−4.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 9,028 | $36.9 萬 | 0.00% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 9,029 | $36.9 萬 | 0.14% | −221−2.4% | 減碼 |
| Fort Point Capital Partners LLC | 9,067 | $37.0 萬 | 0.06% | −1,480−14.0% | 減碼 |
| APCM Wealth Management for Individuals | 9,069 | $37.1 萬 | 0.06% | −2,439−21.2% | 減碼 |
| Provence Wealth Management Group | 9,071 | $37.1 萬 | 0.23% | +396+4.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 9,078 | $37.1 萬 | 0.02% | −364−3.9% | 減碼 |
| World Equity Group, Inc. | 9,082 | $37.1 萬 | 0.08% | +9,082 | 新進 |
| Harbor Investment Advisory, LLC | 9,098 | $37.2 萬 | 0.05% | −3,245−26.3% | 減碼 |
| Aaron Wealth Advisors | 9,122 | $37.3 萬 | 0.05% | +136+1.5% | 加碼 |
| Royal Fund Management, LLC | 9,124 | $37.3 萬 | 0.05% | −33−0.4% | 減碼 |
| West Branch Capital LLC | 9,136 | $37.3 萬 | 0.20% | −746−7.5% | 減碼 |
| Plancorp, LLC | 9,180 | $37.5 萬 | 0.02% | +1,087+13.4% | 加碼 |
| Keystone Financial Group | 9,195 | $37.6 萬 | 0.06% | +155+1.7% | 加碼 |
| Beta Wealth Group, Inc. | 9,205 | $37.6 萬 | 0.22% | +1,405+18.0% | 加碼 |
| Doliver Advisors, LP | 9,220 | $37.7 萬 | 0.11% | −88−0.9% | 減碼 |