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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 21,245 | $86.8 萬 | 0.02% | −3,660−14.7% | 減碼 |
| Bartlett & Co. LLC | 21,245 | $86.8 萬 | 0.02% | −3,660−14.7% | 減碼 |
| Salem Investment Counselors Inc | 21,236 | $86.8 萬 | 0.03% | −1,475−6.5% | 減碼 |
| Kennedy Investment Group | 21,220 | $86.7 萬 | 0.52% | −60.0% | 減碼 |
| Sentry Investment Management LLC | 21,208 | $86.7 萬 | 0.42% | −5,137−19.5% | 減碼 |
| Sepio Capital, LP | 21,203 | $86.6 萬 | 0.07% | −13,563−39.0% | 減碼 |
| Boothbay Fund Management, LLC | 21,162 | $86.5 萬 | 0.03% | +2,146+11.3% | 加碼 |
| Kanawha Capital Management LLC | 21,139 | $86.4 萬 | 0.08% | −30,903−59.4% | 減碼 |
| Private Trust Co NA | 21,137 | $86.4 萬 | 0.11% | −7,819−27.0% | 減碼 |
| Ethic Inc. | 21,121 | $86.3 萬 | 0.03% | +3,683+21.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 21,030 | $85.9 萬 | 0.09% | −95−0.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 21,029 | $85.9 萬 | 0.06% | +2,009+10.6% | 加碼 |
| Pioneer Trust Bank N A | 20,900 | $85.4 萬 | 0.28% | −765−3.5% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 21,504 | $85.3 萬 | 0.12% | −790−3.5% | 減碼 |
| Independent Financial Group, LLC | 20,818 | $85.1 萬 | 0.06% | +2,144+11.5% | 加碼 |
| Csenge Advisory Group | 20,723 | $84.7 萬 | 0.06% | +1,497+7.8% | 加碼 |
| RIA Advisory Group LLC | 20,633 | $84.3 萬 | 0.38% | +711+3.6% | 加碼 |
| Western Wealth Management, LLC | 20,588 | $84.1 萬 | 0.07% | −905−4.2% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 20,551 | $84.0 萬 | 0.25% | +1,398+7.3% | 加碼 |
| London & Capital Asset Management Ltd | 20,467 | $83.6 萬 | 0.08% | −39−0.2% | 減碼 |
| Accredited Investors Inc. | 20,419 | $83.4 萬 | 0.06% | +1,853+10.0% | 加碼 |
| American State Bank (Iowa) | 20,399 | $83.4 萬 | 0.60% | +188+0.9% | 加碼 |
| LexAurum Advisors, LLC | 20,392 | $83.3 萬 | 0.24% | +5,647+38.3% | 加碼 |
| Telos Capital Management, Inc. | 20,391 | $83.3 萬 | 0.12% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 20,359 | $83.2 萬 | 0.02% | −2,443−10.7% | 減碼 |
| BLB&B Advisors, LLC | 20,353 | $83.2 萬 | 0.06% | −255−1.2% | 減碼 |
| Sage Rhino Capital LLC | 20,321 | $83.0 萬 | 0.23% | −173−0.8% | 減碼 |
| ZWJ Investment Counsel Inc | 20,299 | $82.9 萬 | 0.05% | +2,365+13.2% | 加碼 |
| Caldwell Trust Co | 20,217 | $82.6 萬 | 0.11% | −113−0.6% | 減碼 |
| LS Investment Advisors, LLC | 20,213 | $82.6 萬 | 0.16% | 00.0% | 不變 |
| Private Wealth Group, LLC | 20,112 | $82.2 萬 | 0.54% | 00.0% | 不變 |
| CX Institutional | 20,063 | $82.0 萬 | 0.05% | +500+2.6% | 加碼 |
| Bristlecone Advisors, LLC | 20,033 | $81.9 萬 | 0.09% | −200−1.0% | 減碼 |
| Spire Wealth Management | 20,025 | $81.8 萬 | 0.03% | −5,893−22.7% | 減碼 |
| Harbor Advisors LLC | 20,000 | $81.7 萬 | 0.18% | 00.0% | 不變 |
| Triumph Capital Management | 19,925 | $81.4 萬 | 0.37% | −5,521−21.7% | 減碼 |
| Lindbrook Capital, LLC | 19,911 | $81.4 萬 | 0.09% | −1,293−6.1% | 減碼 |
| Investors Research Corp | 19,825 | $81.0 萬 | 0.21% | −386−1.9% | 減碼 |
| Fragasso Group Inc. | 19,791 | $80.9 萬 | 0.08% | −28,178−58.7% | 減碼 |
| Johnson Investment Counsel Inc | 19,698 | $80.5 萬 | 0.01% | +4,446+29.2% | 加碼 |
| Busey Wealth Management | 19,653 | $80.3 萬 | 0.03% | −1,202−5.8% | 減碼 |
| First PREMIER Bank | 19,663 | $80.3 萬 | 0.25% | +11,323+135.8% | 加碼 |
| Main Street Research LLC | 19,578 | $80.0 萬 | 0.08% | −37−0.2% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 19,542 | $79.8 萬 | 1.06% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 20,096 | $79.7 萬 | 0.14% | +9,819+95.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 19,490 | $79.6 萬 | 0.08% | +571+3.0% | 加碼 |
| Financial Counselors Inc | 19,310 | $78.9 萬 | 0.02% | −948−4.7% | 減碼 |
| Colony Group LLC | 19,207 | $78.5 萬 | 0.01% | −1,021−5.0% | 減碼 |
| DMG Group, LLC | 19,127 | $78.2 萬 | 0.79% | −113−0.6% | 減碼 |
| Stewart & Patten Co LLC | 19,120 | $78.1 萬 | 0.14% | −300−1.5% | 減碼 |
| Mather Group, LLC. | 19,105 | $78.1 萬 | 0.01% | +3,032+18.9% | 加碼 |
| VELA Investment Management, LLC | 19,088 | $78.0 萬 | 0.34% | 00.0% | 不變 |
| XML Financial, LLC | 19,078 | $78.0 萬 | 0.09% | +1,158+6.5% | 加碼 |
| Triad Investment Management | 19,036 | $77.8 萬 | 1.14% | 00.0% | 不變 |
| Bremer Bank National Association | 19,018 | $77.7 萬 | 0.15% | −1,088−5.4% | 減碼 |
| Annandale Capital, LLC | 19,025 | $77.7 萬 | 0.23% | −68−0.4% | 減碼 |
| Sentry LLC | 18,984 | $77.6 萬 | 0.16% | −450−2.3% | 減碼 |
| Gotham Asset Management, LLC | 18,952 | $77.4 萬 | 0.02% | −6,096−24.3% | 減碼 |
| Castle Rock Wealth Management, LLC | 19,503 | $77.3 萬 | 0.26% | +30.0% | 加碼 |
| Ramiah Investment Group | 18,890 | $77.2 萬 | 0.80% | −5,266−21.8% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,802 | $76.8 萬 | 0.49% | +120+0.6% | 加碼 |
| Boit C F David | 19,363 | $76.7 萬 | 0.52% | −3,800−16.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 18,562 | $75.8 萬 | 0.03% | +240+1.3% | 加碼 |
| First National Bank Sioux Falls | 18,457 | $75.4 萬 | 0.45% | −1,617−8.1% | 減碼 |
| Brookstone Capital Management | 18,310 | $75.4 萬 | 0.02% | −1,267−6.5% | 減碼 |
| Jackson Creek Investment Advisors LLC | 18,432 | $75.3 萬 | 0.32% | +18,432 | 新進 |
| Sciencast Management LP | 18,355 | $75.0 萬 | 0.34% | +6,455+54.2% | 加碼 |
| Delap Wealth Advisory, LLC | 18,350 | $75.0 萬 | 0.72% | +619+3.5% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 18,263 | $74.6 萬 | 0.07% | −2,869−13.6% | 減碼 |
| First National Trust Co | 18,233 | $74.5 萬 | 0.04% | −1,735−8.7% | 減碼 |
| WP Advisors, LLC | 18,169 | $74.2 萬 | 0.31% | +151+0.8% | 加碼 |
| Sittner & Nelson, LLC | 18,159 | $74.2 萬 | 0.43% | +495+2.8% | 加碼 |
| Lebenthal Global Advisors, LLC | 18,138 | $74.1 萬 | 0.22% | −414−2.2% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 18,115 | $74.0 萬 | 0.39% | +18,115 | 新進 |
| Regents of the University of California | 18,106 | $74.0 萬 | 0.09% | 00.0% | 不變 |
| BBR Partners, LLC | 18,094 | $73.9 萬 | 0.08% | +7,951+78.4% | 加碼 |
| Relative Value Partners Group, LLC | 18,076 | $73.9 萬 | 0.05% | +18,076 | 新進 |
| Financial Partners Group, LLC | 18,019 | $73.6 萬 | 0.35% | +18,019 | 新進 |
| Barbara Oil Co. | 18,000 | $73.5 萬 | 0.35% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 17,994 | $73.5 萬 | 0.08% | −440−2.4% | 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 |
| Strategic Investment Advisors | 17,942 | $73.3 萬 | 0.12% | −15,370−46.1% | 減碼 |
| Diligent Investors, LLC | 17,911 | $73.2 萬 | 0.22% | −2,690−13.1% | 減碼 |
| North Star Investment Management Corp. | 17,886 | $73.1 萬 | 0.06% | +60.0% | 加碼 |
| Legacy Private Trust Co. | 17,875 | $73.0 萬 | 0.06% | +4,915+37.9% | 加碼 |
| Principle Wealth Partners LLC | 17,822 | $72.8 萬 | 0.07% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 17,745 | $72.5 萬 | 0.20% | −900−4.8% | 減碼 |
| Buckingham Strategic Partners | 17,726 | $72.4 萬 | 0.04% | +11,404+180.4% | 加碼 |
| Summit Financial Group Inc | 17,635 | $72.1 萬 | 0.30% | −250−1.4% | 減碼 |
| Palisade Asset Management, LLC | 17,631 | $72.0 萬 | 0.09% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 17,607 | $71.9 萬 | 0.48% | +54+0.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 17,606 | $71.9 萬 | 0.04% | +364+2.1% | 加碼 |
| 1st Source Bank | 17,571 | $71.8 萬 | 0.05% | −1,098−5.9% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 17,527 | $71.7 萬 | 0.04% | 00.0% | 不變 |
| LMCG Investments, LLC | 17,470 | $71.4 萬 | 0.05% | −410−2.3% | 減碼 |
| Intrinsic Value Partners, LLC | 17,445 | $71.3 萬 | 0.92% | 00.0% | 不變 |
| Mutual Advisors, LLC | 17,429 | $71.2 萬 | 0.03% | −2,818−13.9% | 減碼 |
| Essex Savings Bank | 17,360 | $70.9 萬 | 0.24% | +319+1.9% | 加碼 |
| Sompo Asset Management Co., Ltd. | 17,350 | $70.9 萬 | 0.16% | −4,230−19.6% | 減碼 |