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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 13,563 | $55.4 萬 | 0.04% | −47,385−77.7% | 減碼 |
| Providence Wealth Advisors, LLC | 14,024 | $55.4 萬 | 0.62% | +350+2.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,521 | $55.2 萬 | 0.06% | 00.0% | 不變 |
| Stokes Family Office, LLC | 13,490 | $55.1 萬 | 0.06% | −2,539−15.8% | 減碼 |
| Cardiff Park Advisors, LLC | 13,474 | $55.1 萬 | 0.07% | +23+0.2% | 加碼 |
| DF Dent & Co Inc | 13,471 | $55.0 萬 | 0.01% | −19−0.1% | 減碼 |
| Montecito Bank & Trust | 13,442 | $54.9 萬 | 0.13% | 00.0% | 不變 |
| Madison Wealth Management | 13,432 | $54.9 萬 | 0.12% | −248−1.8% | 減碼 |
| AIMZ Investment Advisors, LLC | 13,419 | $54.8 萬 | 0.24% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 13,399 | $54.8 萬 | 0.06% | −294−2.1% | 減碼 |
| Knuff & Co LLC | 13,304 | $54.4 萬 | 0.22% | 00.0% | 不變 |
| Pettyjohn, Wood & White, Inc | 13,302 | $54.4 萬 | 0.13% | +681+5.4% | 加碼 |
| FinTrust Capital Advisors, LLC | 13,287 | $54.3 萬 | 0.12% | −393−2.9% | 減碼 |
| Breakwater Capital Group | 13,654 | $54.1 萬 | 0.19% | +2,028+17.4% | 加碼 |
| North Star Asset Management Inc | 13,229 | $54.1 萬 | 0.03% | −2,905−18.0% | 減碼 |
| Purus Wealth Management, LLC | 13,215 | $54.0 萬 | 0.36% | +109+0.8% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 13,195 | $53.9 萬 | 0.51% | −200−1.5% | 減碼 |
| Weatherly Asset Management L. P. | 13,170 | $53.8 萬 | 0.06% | −20.0% | 減碼 |
| Welch Group, LLC | 13,163 | $53.8 萬 | 0.03% | −365−2.7% | 減碼 |
| Highline Wealth Partners LLC | 13,145 | $53.7 萬 | 0.33% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 13,141 | $53.7 萬 | 0.34% | −2,200−14.3% | 減碼 |
| Mainstay Capital Management LLC | 13,126 | $53.6 萬 | 0.11% | −3,851−22.7% | 減碼 |
| Gagnon Securities LLC | 13,056 | $53.3 萬 | 0.13% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 13,016 | $53.2 萬 | 0.38% | +3,163+32.1% | 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 |
| Basepoint Wealth LLC | 12,984 | $53.1 萬 | 0.43% | +138+1.1% | 加碼 |
| Graypoint LLC | 12,952 | $52.9 萬 | 0.05% | +1,098+9.3% | 加碼 |
| Allstate Corp | 12,934 | $52.8 萬 | 0.03% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 12,924 | $52.8 萬 | 0.07% | +141+1.1% | 加碼 |
| Peak Planning Group, LLC | 12,854 | $52.5 萬 | 0.41% | +5,000+63.7% | 加碼 |
| Financial Advisory Corp | 12,837 | $52.4 萬 | 0.24% | +24+0.2% | 加碼 |
| Bridges Investment Management Inc | 12,814 | $52.4 萬 | 0.02% | −8,288−39.3% | 減碼 |
| Waldron Private Wealth LLC | 12,810 | $52.3 萬 | 0.03% | −1,055−7.6% | 減碼 |
| Family Legacy, Inc. | 12,800 | $52.3 萬 | 0.22% | 00.0% | 不變 |
| Wintrust Investments LLC | 12,810 | $52.3 萬 | 0.05% | +68+0.5% | 加碼 |
| OneAscent Financial Services LLC | 12,777 | $52.2 萬 | 0.14% | +12,777 | 新進 |
| Proequities, Inc. | 12,766 | $52.2 萬 | 0.04% | +22+0.2% | 加碼 |
| IPG Investment Advisors LLC | 12,759 | $52.1 萬 | 0.11% | +970+8.2% | 加碼 |
| Belpointe Asset Management LLC | 12,753 | $52.1 萬 | 0.05% | +3,840+43.1% | 加碼 |
| Citizens Financial Group Inc | 12,707 | $51.9 萬 | 0.02% | −1,473−10.4% | 減碼 |
| Chilton Capital Management LLC | 12,649 | $51.7 萬 | 0.03% | −345−2.7% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 12,631 | $51.6 萬 | 0.04% | 00.0% | 不變 |
| River Wealth Advisors LLC | 12,575 | $51.4 萬 | 0.09% | +12+0.1% | 加碼 |
| Sebold Capital Management, Inc. | 12,524 | $51.2 萬 | 0.42% | +203+1.6% | 加碼 |
| Eagle Asset Management Inc | 12,513 | $51.1 萬 | 0.00% | +2,721+27.8% | 加碼 |
| FineMark National Bank & Trust | 12,489 | $51.0 萬 | 0.02% | −241−1.9% | 減碼 |
| BKD Wealth Advisors, LLC | 12,484 | $51.0 萬 | 0.02% | +123+1.0% | 加碼 |
| 9258 Wealth Management, LLC | 12,456 | $50.9 萬 | 0.10% | −17−0.1% | 減碼 |
| Fayez Sarofim & Co | 12,429 | $50.8 萬 | 0.00% | +500+4.2% | 加碼 |
| Jacobs & Co | 12,382 | $50.5 萬 | 0.06% | +765+6.6% | 加碼 |
| Gladius Capital Management LP | 12,349 | $50.5 萬 | 0.14% | +12,349 | 新進 |
| Wealthcare Advisory Partners LLC | 12,317 | $50.3 萬 | 0.02% | −1,284−9.4% | 減碼 |
| Cumberland Advisors Inc | 12,300 | $50.3 萬 | 0.22% | −5,000−28.9% | 減碼 |
| Pacific Global Investment Management CO | 12,060 | $49.3 萬 | 0.11% | −233−1.9% | 減碼 |
| Delta Financial Group, Inc. | 12,039 | $49.2 萬 | 0.17% | +12,039 | 新進 |
| Farmers Trust Co | 12,036 | $49.2 萬 | 0.11% | +291+2.5% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 12,006 | $49.1 萬 | 0.06% | +154+1.3% | 加碼 |
| G&S Capital LLC | 11,917 | $48.7 萬 | 0.25% | +82+0.7% | 加碼 |
| South State Corp. | 11,912 | $48.7 萬 | 0.05% | +44+0.4% | 加碼 |
| Sheets Smith Wealth Management | 11,908 | $48.7 萬 | 0.07% | +29+0.2% | 加碼 |
| Hodges Capital Management Inc. | 11,900 | $48.6 萬 | 0.06% | +11,900 | 加碼 |
| Perennial Investment Advisors, LLC | 11,872 | $48.5 萬 | 0.09% | +314+2.7% | 加碼 |
| StrategIQ Financial Group, LLC | 11,840 | $48.4 萬 | 0.06% | +383+3.3% | 加碼 |
| Leisure Capital Management | 11,802 | $48.2 萬 | 0.28% | +64+0.5% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 11,800 | $48.2 萬 | 0.52% | +4,000+51.3% | 加碼 |
| CSS LLC | 11,730 | $47.9 萬 | 0.04% | −500−4.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 11,718 | $47.9 萬 | 0.10% | +2,478+26.8% | 加碼 |
| Trust Co of Vermont | 11,662 | $47.7 萬 | 0.03% | +442+3.9% | 加碼 |
| All Terrain Financial Advisors, LLC | 11,640 | $47.6 萬 | 0.24% | +1,273+12.3% | 加碼 |
| Tranquilli Financial Advisor LLC | 11,631 | $47.5 萬 | 0.34% | +1,831+18.7% | 加碼 |
| Zions Bancorporation, N.A. | 11,617 | $47.5 萬 | 0.04% | −1,820−13.5% | 減碼 |
| Wallace Advisory Group, LLC | 11,071 | $47.2 萬 | 0.34% | +176+1.6% | 加碼 |
| Connectus Wealth, LLC | 11,547 | $47.2 萬 | 0.01% | +51+0.4% | 加碼 |
| Prestige Wealth Management Group LLC | 11,386 | $46.5 萬 | 0.11% | +9,623+545.8% | 加碼 |
| Blue Barn Wealth, LLC | 11,351 | $46.4 萬 | 0.30% | +4,204+58.8% | 加碼 |
| Cahill Financial Advisors Inc | 11,289 | $46.1 萬 | 0.08% | −145−1.3% | 減碼 |
| Mengis Capital Management, Inc. | 11,283 | $46.1 萬 | 0.10% | +414+3.8% | 加碼 |
| TCTC Holdings, LLC | 11,279 | $46.1 萬 | 0.02% | −2,726−19.5% | 減碼 |
| Pacifica Partners Inc. | 11,708 | $46.0 萬 | 0.25% | +1,098+10.3% | 加碼 |
| Jones Financial Companies LLLP | 11,257 | $46.0 萬 | 0.00% | −3,975−26.1% | 減碼 |
| Alterna Wealth Management, Inc | 11,219 | $45.8 萬 | 0.59% | −150−1.3% | 減碼 |
| First Nebraska Trust Co | 11,216 | $45.8 萬 | 0.06% | −466−4.0% | 減碼 |
| Alliance Wealth Advisors, LLC | 11,214 | $45.8 萬 | 0.33% | +61+0.5% | 加碼 |
| Woodmont Investment Counsel LLC | 11,189 | $45.7 萬 | 0.05% | −417−3.6% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 11,172 | $45.6 萬 | 0.15% | −197−1.7% | 減碼 |
| Gyroscope Capital Management Group, LLC | 11,160 | $45.6 萬 | 0.10% | +2,760+32.9% | 加碼 |
| Bank of Hawaii | 11,146 | $45.5 萬 | 0.03% | −132−1.2% | 減碼 |
| Canandaigua National Bank & Trust Co | 11,127 | $45.5 萬 | 0.07% | −500−4.3% | 減碼 |
| First Foundation Advisors | 11,119 | $45.4 萬 | 0.02% | −758−6.4% | 減碼 |
| Good Life Advisors, LLC | 11,105 | $45.4 萬 | 0.05% | −771−6.5% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 11,055 | $45.2 萬 | 0.25% | +454+4.3% | 加碼 |
| Beaton Management Co. Inc. | 11,050 | $45.1 萬 | 0.29% | −398−3.5% | 減碼 |
| PFW Advisors LLC | 11,031 | $45.1 萬 | 0.16% | 00.0% | 不變 |
| L2 Asset Management, LLC | 1,413 | $45.0 萬 | 0.22% | −8,474−85.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 10,955 | $44.8 萬 | 0.03% | −1,694−13.4% | 減碼 |
| Summit Financial, LLC | 10,940 | $44.7 萬 | 0.03% | +4,566+71.6% | 加碼 |
| Hancock Whitney Corp | 10,895 | $44.5 萬 | 0.02% | −1,835−14.4% | 減碼 |
| Chicago Trust Co NA | 10,882 | $44.5 萬 | 0.11% | −1,249−10.3% | 減碼 |
| Radnor Capital Management, LLC | 10,869 | $44.4 萬 | 0.09% | +10,869 | 新進 |