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 |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 11,071 | $47.2 萬 | 0.34% | +176+1.6% | 加碼 |
| Zions Bancorporation, N.A. | 11,617 | $47.5 萬 | 0.04% | −1,820−13.5% | 減碼 |
| Tranquilli Financial Advisor LLC | 11,631 | $47.5 萬 | 0.34% | +1,831+18.7% | 加碼 |
| All Terrain Financial Advisors, LLC | 11,640 | $47.6 萬 | 0.24% | +1,273+12.3% | 加碼 |
| Trust Co of Vermont | 11,662 | $47.7 萬 | 0.03% | +442+3.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 11,718 | $47.9 萬 | 0.10% | +2,478+26.8% | 加碼 |
| CSS LLC | 11,730 | $47.9 萬 | 0.04% | −500−4.1% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 11,800 | $48.2 萬 | 0.52% | +4,000+51.3% | 加碼 |
| Leisure Capital Management | 11,802 | $48.2 萬 | 0.28% | +64+0.5% | 加碼 |
| StrategIQ Financial Group, LLC | 11,840 | $48.4 萬 | 0.06% | +383+3.3% | 加碼 |
| Perennial Investment Advisors, LLC | 11,872 | $48.5 萬 | 0.09% | +314+2.7% | 加碼 |
| Hodges Capital Management Inc. | 11,900 | $48.6 萬 | 0.06% | +11,900 | 加碼 |
| Sheets Smith Wealth Management | 11,908 | $48.7 萬 | 0.07% | +29+0.2% | 加碼 |
| South State Corp. | 11,912 | $48.7 萬 | 0.05% | +44+0.4% | 加碼 |
| G&S Capital LLC | 11,917 | $48.7 萬 | 0.25% | +82+0.7% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 12,006 | $49.1 萬 | 0.06% | +154+1.3% | 加碼 |
| Farmers Trust Co | 12,036 | $49.2 萬 | 0.11% | +291+2.5% | 加碼 |
| Delta Financial Group, Inc. | 12,039 | $49.2 萬 | 0.17% | +12,039 | 新進 |
| Pacific Global Investment Management CO | 12,060 | $49.3 萬 | 0.11% | −233−1.9% | 減碼 |
| Cumberland Advisors Inc | 12,300 | $50.3 萬 | 0.22% | −5,000−28.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 12,317 | $50.3 萬 | 0.02% | −1,284−9.4% | 減碼 |
| Gladius Capital Management LP | 12,349 | $50.5 萬 | 0.14% | +12,349 | 新進 |
| Jacobs & Co | 12,382 | $50.5 萬 | 0.06% | +765+6.6% | 加碼 |
| Fayez Sarofim & Co | 12,429 | $50.8 萬 | 0.00% | +500+4.2% | 加碼 |
| 9258 Wealth Management, LLC | 12,456 | $50.9 萬 | 0.10% | −17−0.1% | 減碼 |
| BKD Wealth Advisors, LLC | 12,484 | $51.0 萬 | 0.02% | +123+1.0% | 加碼 |
| FineMark National Bank & Trust | 12,489 | $51.0 萬 | 0.02% | −241−1.9% | 減碼 |
| Eagle Asset Management Inc | 12,513 | $51.1 萬 | 0.00% | +2,721+27.8% | 加碼 |
| Sebold Capital Management, Inc. | 12,524 | $51.2 萬 | 0.42% | +203+1.6% | 加碼 |
| River Wealth Advisors LLC | 12,575 | $51.4 萬 | 0.09% | +12+0.1% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 12,631 | $51.6 萬 | 0.04% | 00.0% | 不變 |
| Chilton Capital Management LLC | 12,649 | $51.7 萬 | 0.03% | −345−2.7% | 減碼 |
| Citizens Financial Group Inc | 12,707 | $51.9 萬 | 0.02% | −1,473−10.4% | 減碼 |
| Belpointe Asset Management LLC | 12,753 | $52.1 萬 | 0.05% | +3,840+43.1% | 加碼 |
| IPG Investment Advisors LLC | 12,759 | $52.1 萬 | 0.11% | +970+8.2% | 加碼 |
| Proequities, Inc. | 12,766 | $52.2 萬 | 0.04% | +22+0.2% | 加碼 |
| OneAscent Financial Services LLC | 12,777 | $52.2 萬 | 0.14% | +12,777 | 新進 |
| Wintrust Investments LLC | 12,810 | $52.3 萬 | 0.05% | +68+0.5% | 加碼 |
| Family Legacy, Inc. | 12,800 | $52.3 萬 | 0.22% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 12,810 | $52.3 萬 | 0.03% | −1,055−7.6% | 減碼 |
| Bridges Investment Management Inc | 12,814 | $52.4 萬 | 0.02% | −8,288−39.3% | 減碼 |
| Financial Advisory Corp | 12,837 | $52.4 萬 | 0.24% | +24+0.2% | 加碼 |
| Peak Planning Group, LLC | 12,854 | $52.5 萬 | 0.41% | +5,000+63.7% | 加碼 |
| Hilltop Holdings Inc. | 12,924 | $52.8 萬 | 0.07% | +141+1.1% | 加碼 |
| Allstate Corp | 12,934 | $52.8 萬 | 0.03% | 00.0% | 不變 |
| Graypoint LLC | 12,952 | $52.9 萬 | 0.05% | +1,098+9.3% | 加碼 |
| Basepoint Wealth LLC | 12,984 | $53.1 萬 | 0.43% | +138+1.1% | 加碼 |
| Carson Advisory Inc. | 13,002 | $53.1 萬 | 0.47% | −369−2.8% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 13,002 | $53.1 萬 | 0.15% | +13,002 | 新進 |
| CoreFirst Bank & Trust | 13,016 | $53.2 萬 | 0.38% | +3,163+32.1% | 加碼 |
| Gagnon Securities LLC | 13,056 | $53.3 萬 | 0.13% | 00.0% | 不變 |
| Mainstay Capital Management LLC | 13,126 | $53.6 萬 | 0.11% | −3,851−22.7% | 減碼 |
| Wimmer Associates 1, LLC | 13,141 | $53.7 萬 | 0.34% | −2,200−14.3% | 減碼 |
| Highline Wealth Partners LLC | 13,145 | $53.7 萬 | 0.33% | 00.0% | 不變 |
| Welch Group, LLC | 13,163 | $53.8 萬 | 0.03% | −365−2.7% | 減碼 |
| Weatherly Asset Management L. P. | 13,170 | $53.8 萬 | 0.06% | −20.0% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 13,195 | $53.9 萬 | 0.51% | −200−1.5% | 減碼 |
| Purus Wealth Management, LLC | 13,215 | $54.0 萬 | 0.36% | +109+0.8% | 加碼 |
| North Star Asset Management Inc | 13,229 | $54.1 萬 | 0.03% | −2,905−18.0% | 減碼 |
| Breakwater Capital Group | 13,654 | $54.1 萬 | 0.19% | +2,028+17.4% | 加碼 |
| FinTrust Capital Advisors, LLC | 13,287 | $54.3 萬 | 0.12% | −393−2.9% | 減碼 |
| Pettyjohn, Wood & White, Inc | 13,302 | $54.4 萬 | 0.13% | +681+5.4% | 加碼 |
| Knuff & Co LLC | 13,304 | $54.4 萬 | 0.22% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 13,399 | $54.8 萬 | 0.06% | −294−2.1% | 減碼 |
| AIMZ Investment Advisors, LLC | 13,419 | $54.8 萬 | 0.24% | 00.0% | 不變 |
| Madison Wealth Management | 13,432 | $54.9 萬 | 0.12% | −248−1.8% | 減碼 |
| Montecito Bank & Trust | 13,442 | $54.9 萬 | 0.13% | 00.0% | 不變 |
| DF Dent & Co Inc | 13,471 | $55.0 萬 | 0.01% | −19−0.1% | 減碼 |
| Cardiff Park Advisors, LLC | 13,474 | $55.1 萬 | 0.07% | +23+0.2% | 加碼 |
| Stokes Family Office, LLC | 13,490 | $55.1 萬 | 0.06% | −2,539−15.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,521 | $55.2 萬 | 0.06% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 14,024 | $55.4 萬 | 0.62% | +350+2.6% | 加碼 |
| DRW Securities, LLC | 13,563 | $55.4 萬 | 0.04% | −47,385−77.7% | 減碼 |
| Vertex Planning Partners, LLC | 13,570 | $55.4 萬 | 0.19% | −2,229−14.1% | 減碼 |
| MV Capital Management, Inc. | 13,595 | $55.5 萬 | 0.07% | −2,312−14.5% | 減碼 |
| Neumann Capital Management, LLC | 13,622 | $55.7 萬 | 0.24% | 00.0% | 不變 |
| FirstPurpose Wealth LLC | 13,645 | $55.8 萬 | 0.24% | +3,104+29.4% | 加碼 |
| Gryphon Financial Partners LLC | 13,689 | $55.9 萬 | 0.13% | −1,700−11.0% | 減碼 |
| Shakespeare Wealth Management, Inc. | 13,709 | $56.0 萬 | 0.20% | −200−1.4% | 減碼 |
| Pointe Capital Management LLC | 13,715 | $56.0 萬 | 0.44% | +3,230+30.8% | 加碼 |
| Cladis Investment Advisory, LLC | 13,822 | $56.5 萬 | 0.49% | +10.0% | 加碼 |
| Osterweis Capital Management Inc | 13,896 | $56.8 萬 | 0.04% | 00.0% | 不變 |
| Rockland Trust Co | 13,938 | $57.0 萬 | 0.03% | −327−2.3% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,953 | $57.0 萬 | 0.14% | +842+6.4% | 加碼 |
| Quadrant Private Wealth Management, LLC | 13,975 | $57.1 萬 | 0.19% | 00.0% | 不變 |
| Eclectic Associates Inc | 14,041 | $57.4 萬 | 0.29% | +280+2.0% | 加碼 |
| Highlander Capital Management, LLC | 14,071 | $57.5 萬 | 0.23% | +534+3.9% | 加碼 |
| Prio Wealth Limited Partnership | 14,076 | $57.5 萬 | 0.02% | −1,093−7.2% | 減碼 |
| Brooks, Moore & Associates, Inc. | 14,100 | $57.6 萬 | 0.43% | −108−0.8% | 減碼 |
| Simmons Bank | 14,204 | $58.0 萬 | 0.05% | −641−4.3% | 減碼 |
| Gradient Investments LLC | 14,222 | $58.1 萬 | 0.02% | −29−0.2% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 14,280 | $58.3 萬 | 0.20% | −240−1.7% | 減碼 |
| Park National Corp | 14,288 | $58.4 萬 | 0.03% | −300−2.1% | 減碼 |
| LifeSteps Financial, Inc. | 14,294 | $58.4 萬 | 0.59% | +50.0% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 14,315 | $58.5 萬 | 0.21% | +14,315 | 新進 |
| Ingalls & Snyder LLC | 14,343 | $58.6 萬 | 0.03% | +1,111+8.4% | 加碼 |
| Wealth Alliance | 14,405 | $58.9 萬 | 0.09% | +923+6.8% | 加碼 |
| Richwood Investment Advisors, LLC | 14,433 | $59.0 萬 | 0.60% | −50−0.3% | 減碼 |
| Bragg Financial Advisors, Inc | 14,500 | $59.2 萬 | 0.03% | −558−3.7% | 減碼 |
| Boston Trust Walden Corp | 14,515 | $59.3 萬 | 0.00% | +1,000+7.4% | 加碼 |