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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 14,539 | $59.4 萬 | 0.15% | +329+2.3% | 加碼 |
| JNBA Financial Advisors | 14,556 | $59.5 萬 | 0.07% | −100−0.7% | 減碼 |
| Alliance Wealth Advisors, LLC | 14,626 | $59.8 萬 | 0.22% | +9,921+210.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 14,627 | $59.8 萬 | 0.04% | −223−1.5% | 減碼 |
| Convergence Investment Partners, LLC | 14,737 | $60.2 萬 | 0.36% | +1,666+12.7% | 加碼 |
| Valmark Advisers, Inc. | 14,762 | $60.3 萬 | 0.01% | −74−0.5% | 減碼 |
| C2C Wealth Management, LLC | 15,268 | $60.4 萬 | 0.09% | +3,825+33.4% | 加碼 |
| Beach Investment Counsel Inc | 14,787 | $60.4 萬 | 0.08% | +4,623+45.5% | 加碼 |
| Claro Advisors LLC | 14,784 | $60.4 萬 | 0.15% | −603−3.9% | 減碼 |
| McDaniel Terry & Co | 14,808 | $60.5 萬 | 0.06% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 14,821 | $60.6 萬 | 0.15% | +26+0.2% | 加碼 |
| Prelude Capital Management, LLC | 14,879 | $60.8 萬 | 0.05% | +9,339+168.6% | 加碼 |
| Anchor Investment Management, LLC | 14,901 | $60.9 萬 | 0.08% | −715−4.6% | 減碼 |
| Jupiter Wealth Management LLC | 15,000 | $61.3 萬 | 0.40% | 00.0% | 不變 |
| Blackhawk Capital Partners LLC. | 15,096 | $61.7 萬 | 0.45% | +70+0.5% | 加碼 |
| AMG National Trust Bank | 15,116 | $61.8 萬 | 0.02% | −850−5.3% | 減碼 |
| CIC Wealth, LLC | 15,127 | $61.8 萬 | 0.22% | −944−5.9% | 減碼 |
| Becker Capital Management Inc | 15,178 | $62.0 萬 | 0.02% | +1,034+7.3% | 加碼 |
| Stock Yards Bank & Trust Co | 15,184 | $62.0 萬 | 0.02% | −1,213−7.4% | 減碼 |
| Pure Financial Advisors, Inc. | 15,194 | $62.1 萬 | 0.03% | +414+2.8% | 加碼 |
| Cambridge Trust Co | 15,273 | $62.4 萬 | 0.03% | +442+3.0% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 15,341 | $62.7 萬 | 0.44% | +40+0.3% | 加碼 |
| Abbrea Capital, LLC | 15,341 | $62.7 萬 | 0.10% | −255−1.6% | 減碼 |
| Arkadios Wealth Advisors | 15,346 | $62.7 萬 | 0.06% | −1,880−10.9% | 減碼 |
| Northwest Wealth Management, LLC | 15,353 | $62.7 萬 | 0.23% | +839+5.8% | 加碼 |
| Wealthspire Advisors, LLC | 15,362 | $62.8 萬 | 0.01% | +5,089+49.5% | 加碼 |
| Marcum Wealth, LLC | 15,471 | $63.2 萬 | 0.08% | +412+2.7% | 加碼 |
| M Holdings Securities, Inc. | 15,480 | $63.3 萬 | 0.08% | +15,480 | 新進 |
| Hendershot Investments Inc. | 15,605 | $63.8 萬 | 0.11% | −11,721−42.9% | 減碼 |
| StoneX Group Inc. | 15,703 | $64.2 萬 | 0.07% | +4,257+37.2% | 加碼 |
| Meridian Wealth Management, LLC | 15,719 | $64.2 萬 | 0.04% | −537−3.3% | 減碼 |
| Edge Capital Group, LLC | 15,722 | $64.2 萬 | 0.04% | +11+0.1% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 15,767 | $64.4 萬 | 0.02% | +2,432+18.2% | 加碼 |
| Hexagon Capital Partners LLC | 15,768 | $64.4 萬 | 0.17% | +1,346+9.3% | 加碼 |
| Dakota Wealth Management | 15,786 | $64.5 萬 | 0.03% | −1,272−7.5% | 減碼 |
| Gilbert & Cook, Inc. | 15,826 | $64.7 萬 | 0.10% | +500+3.3% | 加碼 |
| Fukoku Mutual Life Insurance Co | 15,848 | $64.8 萬 | 0.06% | 00.0% | 不變 |
| Element Wealth, LLC | 15,890 | $64.9 萬 | 0.47% | +171+1.1% | 加碼 |
| Apella Capital, LLC | 15,964 | $65.2 萬 | 0.05% | +195+1.2% | 加碼 |
| Keystone Financial Services | 16,033 | $65.5 萬 | 0.35% | −31−0.2% | 減碼 |
| Aptus Capital Advisors, LLC | 16,055 | $65.6 萬 | 0.02% | +11,223+232.3% | 加碼 |
| Nicolet Bankshares Inc | 16,068 | $65.7 萬 | 0.20% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 16,071 | $65.7 萬 | 0.03% | +291+1.8% | 加碼 |
| Operose Advisors LLC | 16,112 | $65.8 萬 | 0.26% | +3,386+26.6% | 加碼 |
| AdvisorNet Financial, Inc | 16,150 | $66.0 萬 | 0.06% | −3,277−16.9% | 減碼 |
| Koshinski Asset Management, Inc. | 16,250 | $66.4 萬 | 0.08% | +451+2.9% | 加碼 |
| Deseret Mutual Benefit Administrators | 16,278 | $66.5 萬 | 0.33% | −2,063−11.2% | 減碼 |
| GM Advisory Group, Inc. | 16,326 | $66.7 萬 | 0.05% | −649−3.8% | 減碼 |
| Syon Capital LLC | 16,330 | $66.7 萬 | 0.08% | +16,330 | 新進 |
| Lantz Financial LLC | 16,373 | $66.9 萬 | 0.27% | −110−0.7% | 減碼 |
| Cypress Wealth Services, LLC | 16,377 | $66.9 萬 | 0.19% | +16+0.1% | 加碼 |
| Hutner Capital Management Inc | 16,386 | $67.0 萬 | 0.41% | +10.0% | 加碼 |
| Perennial Advisors, LLC | 16,390 | $67.0 萬 | 0.18% | −3,030−15.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 16,400 | $67.0 萬 | 0.02% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 16,429 | $67.1 萬 | 0.20% | +12+0.1% | 加碼 |
| Cullinan Associates Inc | 16,445 | $67.2 萬 | 0.04% | −23,320−58.6% | 減碼 |
| Cito Capital Group, LLC | 16,503 | $67.4 萬 | 0.33% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 16,514 | $67.5 萬 | 0.32% | −675−3.9% | 減碼 |
| JFS Wealth Advisors, LLC | 16,583 | $67.8 萬 | 0.06% | +119+0.7% | 加碼 |
| Cascade Investment Advisors, Inc. | 16,600 | $67.8 萬 | 0.54% | −94−0.6% | 減碼 |
| Intrua Financial, LLC | 16,631 | $68.0 萬 | 0.12% | −767−4.4% | 減碼 |
| Concord Wealth Partners | 16,661 | $68.1 萬 | 0.14% | +2,972+21.7% | 加碼 |
| Boltwood Capital Management | 16,700 | $68.2 萬 | 0.25% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 16,726 | $68.3 萬 | 0.53% | +336+2.1% | 加碼 |
| Personal Cfo Solutions, LLC | 16,730 | $68.4 萬 | 0.14% | +1,062+6.8% | 加碼 |
| Appleton Partners Inc | 16,930 | $69.2 萬 | 0.06% | −2,232−11.6% | 減碼 |
| Heartland Bank & Trust Co | 16,944 | $69.2 萬 | 0.55% | +228+1.4% | 加碼 |
| Comerica Securities,inc. | 16,983 | $69.4 萬 | 0.06% | −540−3.1% | 減碼 |
| Circle Wealth Management, LLC | 17,102 | $69.9 萬 | 0.02% | −16,873−49.7% | 減碼 |
| Chicago Capital, LLC | 17,169 | $70.2 萬 | 0.03% | 00.0% | 不變 |
| Avion Wealth | 17,253 | $70.4 萬 | 0.20% | +3,258+23.3% | 加碼 |
| Lipe & Dalton | 17,300 | $70.7 萬 | 0.43% | 00.0% | 不變 |
| Greatmark Investment Partners, Inc. | 17,348 | $70.9 萬 | 0.13% | −460−2.6% | 減碼 |
| Sompo Asset Management Co., Ltd. | 17,350 | $70.9 萬 | 0.16% | −4,230−19.6% | 減碼 |
| Essex Savings Bank | 17,360 | $70.9 萬 | 0.24% | +319+1.9% | 加碼 |
| Mutual Advisors, LLC | 17,429 | $71.2 萬 | 0.03% | −2,818−13.9% | 減碼 |
| Intrinsic Value Partners, LLC | 17,445 | $71.3 萬 | 0.92% | 00.0% | 不變 |
| LMCG Investments, LLC | 17,470 | $71.4 萬 | 0.05% | −410−2.3% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 17,527 | $71.7 萬 | 0.04% | 00.0% | 不變 |
| 1st Source Bank | 17,571 | $71.8 萬 | 0.05% | −1,098−5.9% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 17,606 | $71.9 萬 | 0.04% | +364+2.1% | 加碼 |
| IVC Wealth Advisors LLC | 17,607 | $71.9 萬 | 0.48% | +54+0.3% | 加碼 |
| Palisade Asset Management, LLC | 17,631 | $72.0 萬 | 0.09% | 00.0% | 不變 |
| Summit Financial Group Inc | 17,635 | $72.1 萬 | 0.30% | −250−1.4% | 減碼 |
| Buckingham Strategic Partners | 17,726 | $72.4 萬 | 0.04% | +11,404+180.4% | 加碼 |
| Lafayette Investments, Inc. | 17,745 | $72.5 萬 | 0.20% | −900−4.8% | 減碼 |
| Principle Wealth Partners LLC | 17,822 | $72.8 萬 | 0.07% | 00.0% | 不變 |
| Legacy Private Trust Co. | 17,875 | $73.0 萬 | 0.06% | +4,915+37.9% | 加碼 |
| North Star Investment Management Corp. | 17,886 | $73.1 萬 | 0.06% | +60.0% | 加碼 |
| Diligent Investors, LLC | 17,911 | $73.2 萬 | 0.22% | −2,690−13.1% | 減碼 |
| Strategic Investment Advisors | 17,942 | $73.3 萬 | 0.12% | −15,370−46.1% | 減碼 |
| Tobam | 18,000 | $73.5 萬 | 0.06% | −3,048−14.5% | 減碼 |
| Wharton Business Group, LLC | 18,000 | $73.5 萬 | 0.04% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 17,994 | $73.5 萬 | 0.08% | −440−2.4% | 減碼 |
| Barbara Oil Co. | 18,000 | $73.5 萬 | 0.35% | 00.0% | 不變 |
| Financial Partners Group, LLC | 18,019 | $73.6 萬 | 0.35% | +18,019 | 新進 |
| Relative Value Partners Group, LLC | 18,076 | $73.9 萬 | 0.05% | +18,076 | 新進 |
| BBR Partners, LLC | 18,094 | $73.9 萬 | 0.08% | +7,951+78.4% | 加碼 |
| Regents of the University of California | 18,106 | $74.0 萬 | 0.09% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 18,115 | $74.0 萬 | 0.39% | +18,115 | 新進 |