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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 191,106 | $780.8 萬 | 0.14% | +22,294+13.2% | 加碼 |
| Ziegler Capital Management, LLC | 190,555 | $778.6 萬 | 0.31% | −6,057−3.1% | 減碼 |
| Alerus Financial NA | 190,529 | $778.5 萬 | 0.69% | −10,475−5.2% | 減碼 |
| Olstein Capital Management, L.P. | 190,000 | $776.3 萬 | 1.33% | −12,000−5.9% | 減碼 |
| Commerce Bank | 189,266 | $773.3 萬 | 0.06% | −4,106−2.1% | 減碼 |
| Aquatic Capital Management LLC | 185,900 | $759.6 萬 | 0.32% | +185,900 | 新進 |
| Sprucegrove Investment Management Ltd | 184,927 | $755.6 萬 | 0.48% | −15,237−7.6% | 減碼 |
| Channing Capital Management, LLC | 182,708 | $746.5 萬 | 0.25% | −10,613−5.5% | 減碼 |
| Adams Asset Advisors, LLC | 181,700 | $742.4 萬 | 1.00% | +21,184+13.2% | 加碼 |
| Hikari Power Ltd | 180,340 | $736.9 萬 | 0.72% | −47,500−20.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 180,000 | $735.5 萬 | 0.03% | −317,000−63.8% | 減碼 |
| Hennessy Advisors Inc | 178,100 | $727.7 萬 | 0.51% | −1,900−1.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 174,224 | $711.9 萬 | 0.22% | +3,060+1.8% | 加碼 |
| Capstone Investment Advisors, LLC | 173,203 | $707.7 萬 | 0.19% | +81,557+89.0% | 加碼 |
| Parkwood LLC | 172,958 | $706.7 萬 | 1.29% | +172,958 | 新進 |
| Leith Wheeler Investment Counsel Ltd. | 171,484 | $700.7 萬 | 0.93% | +45,850+36.5% | 加碼 |
| Consilium Wealth Advisory, LLC | 171,212 | $699.6 萬 | 4.90% | −12,594−6.9% | 減碼 |
| RBF Capital, LLC | 170,000 | $694.6 萬 | 0.46% | −10,000−5.6% | 減碼 |
| Crestline Management, LP | 170,000 | $694.6 萬 | 0.83% | +80,254+89.4% | 加碼 |
| Advisor Partners II, LLC | 169,712 | $693.4 萬 | 0.28% | +14,170+9.1% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 169,510 | $692.6 萬 | 3.09% | 00.0% | 不變 |
| Bokf, NA | 171,867 | $683.5 萬 | 0.15% | +652+0.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 162,626 | $664.5 萬 | 0.27% | −2,256−1.4% | 減碼 |
| Kestra Advisory Services, LLC | 162,397 | $663.6 萬 | 0.07% | +6,519+4.2% | 加碼 |
| Raymond James Trust N.A. | 160,333 | $655.1 萬 | 0.19% | −30,778−16.1% | 減碼 |
| YHB Investment Advisors, Inc. | 155,453 | $649.7 萬 | 0.60% | +75,914+95.4% | 加碼 |
| Virginia Retirement Systems Et Al | 158,100 | $646.0 萬 | 0.06% | +158,100 | 新進 |
| CSM Advisors, LLC | 158,160 | $645.9 萬 | 0.56% | −200.0% | 減碼 |
| Wolverine Trading, LLC | 157,032 | $641.6 萬 | 0.06% | −12,024−7.1% | 減碼 |
| New England Asset Management Inc | 155,995 | $637.4 萬 | 1.05% | −8,942−5.4% | 減碼 |
| BTC Capital Management, Inc. | 155,788 | $636.5 萬 | 0.73% | +1,147+0.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 155,708 | $636.2 萬 | 0.55% | −275−0.2% | 減碼 |
| Meritage Portfolio Management | 155,290 | $634.5 萬 | 0.47% | −3,464−2.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 155,284 | $634.5 萬 | 0.03% | +155,284 | 新進 |
| Los Angeles Capital Management LLC | 153,790 | $628.4 萬 | 0.03% | +15,862+11.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 153,423 | $626.9 萬 | 0.11% | −3,038−1.9% | 減碼 |
| Maltese Capital Management LLC | 152,500 | $623.1 萬 | 2.37% | −45,000−22.8% | 減碼 |
| Metropolitan Life Insurance Co | 151,380 | $618.5 萬 | 0.32% | −12,140−7.4% | 減碼 |
| Wealthsource Partners, LLC | 151,114 | $617.5 萬 | 0.42% | −25,172−14.3% | 減碼 |
| Empowered Funds, LLC | 150,448 | $614.7 萬 | 0.18% | +5,580+3.9% | 加碼 |
| Ally Financial Inc. | 150,000 | $612.9 萬 | 0.90% | 00.0% | 不變 |
| Twinbeech Capital LP | 149,047 | $609.0 萬 | 0.12% | +149,047 | 新進 |
| Poehling Capital Management, LLC | 148,646 | $607.4 萬 | 2.13% | +370+0.2% | 加碼 |
| Edgar Lomax Co | 148,547 | $607.0 萬 | 0.41% | −2,410−1.6% | 減碼 |
| Highland Capital Management, LLC | 148,376 | $606.3 萬 | 0.42% | −18,953−11.3% | 減碼 |
| Monte Financial Group, LLC | 147,655 | $603.3 萬 | 3.05% | −1,057−0.7% | 減碼 |
| CTC LLC | 146,615 | $599.1 萬 | 0.27% | +146,615 | 新進 |
| SG Americas Securities, LLC | 145,299 | $593.7 萬 | 0.08% | −228,601−61.1% | 減碼 |
| Blume Capital Management, Inc. | 143,278 | $585.4 萬 | 1.74% | −255−0.2% | 減碼 |
| Pathstone Family Office, LLC | 142,354 | $584.8 萬 | 0.05% | +69,847+96.3% | 加碼 |
| Gibraltar Capital Management, Inc. | 142,987 | $584.2 萬 | 2.59% | +1,493+1.1% | 加碼 |
| Tufton Capital Management | 141,152 | $576.8 萬 | 1.29% | −906−0.6% | 減碼 |
| Metis Global Partners, LLC | 140,969 | $576.0 萬 | 0.28% | +18,405+15.0% | 加碼 |
| Norinchukin Bank, The | 140,832 | $575.4 萬 | 0.14% | −158,215−52.9% | 減碼 |
| Cynosure Management, LLC | 140,341 | $573.4 萬 | 1.76% | −13,114−8.5% | 減碼 |
| EP Wealth Advisors, LLC | 140,095 | $572.4 萬 | 0.09% | +129,261+1,193.1% | 加碼 |
| Picton Mahoney Asset Management | 139,000 | $568.0 萬 | 0.26% | +400.0% | 加碼 |
| Waycross Partners, LLC | 138,532 | $566.0 萬 | 1.25% | −27,824−16.7% | 減碼 |
| TD Waterhouse Canada Inc. | 130,455 | $565.3 萬 | 0.06% | −25,724−16.5% | 減碼 |
| Institutional & Family Asset Management, LLC | 136,249 | $556.7 萬 | 0.91% | +445+0.3% | 加碼 |
| DCM Advisors, LLC | 135,800 | $554.9 萬 | 2.51% | −1,784−1.3% | 減碼 |
| Estabrook Capital Management | 135,788 | $554.8 萬 | 0.98% | +3,147+2.4% | 加碼 |
| tru Independence LLC | 134,362 | $549.0 萬 | 1.90% | +443+0.3% | 加碼 |
| Salzhauer Michael | 134,198 | $548.3 萬 | 5.96% | −3,351−2.4% | 減碼 |
| Beacon Financial Group | 132,339 | $546.4 萬 | 0.78% | −1,086−0.8% | 減碼 |
| Empirical Finance, LLC | 133,388 | $545.0 萬 | 0.40% | +11,912+9.8% | 加碼 |
| Tower Bridge Advisors | 132,453 | $541.2 萬 | 0.50% | +11,944+9.9% | 加碼 |
| Wolverine Asset Management LLC | 131,609 | $537.8 萬 | 0.10% | +121,980+1,266.8% | 加碼 |
| Chesley Taft & Associates LLC | 129,328 | $528.4 萬 | 0.34% | +812+0.6% | 加碼 |
| Long Focus Capital Management, LLC | 128,900 | $526.7 萬 | 0.76% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 127,864 | $522.5 萬 | 1.92% | −1,000−0.8% | 減碼 |
| Sicart Associates LLC | 127,095 | $519.3 萬 | 2.04% | −1,033−0.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 125,860 | $514.3 萬 | 0.40% | −8,835−6.6% | 減碼 |
| Cinctive Capital Management LP | 124,890 | $510.3 萬 | 0.28% | +124,890 | 新進 |
| Baxter Bros Inc | 123,486 | $504.6 萬 | 0.77% | −4,021−3.2% | 減碼 |
| Kovitz Investment Group Partners, LLC | 121,993 | $498.5 萬 | 0.09% | −380−0.3% | 減碼 |
| Synovus Financial Corp | 121,937 | $498.3 萬 | 0.06% | +46,525+61.7% | 加碼 |
| Whittier Trust Co | 119,818 | $489.6 萬 | 0.09% | +368+0.3% | 加碼 |
| Hoey Investments, Inc | 118,333 | $483.5 萬 | 1.62% | +5,307+4.7% | 加碼 |
| Wedmont Private Capital | 121,557 | $482.6 萬 | 0.49% | −4,013−3.2% | 減碼 |
| Brinker Capital Investments, LLC | 117,480 | $480.0 萬 | 0.06% | +29,416+33.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 117,480 | $480.0 萬 | 0.06% | +29,416+33.4% | 加碼 |
| Soltis Investment Advisors LLC | 117,400 | $479.7 萬 | 0.62% | +87,389+291.2% | 加碼 |
| Lido Advisors, LLC | 116,708 | $476.9 萬 | 0.05% | +2,274+2.0% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 116,557 | $476.3 萬 | 0.35% | +4,674+4.2% | 加碼 |
| Acadian Asset Management LLC | 116,587 | $476.1 萬 | 0.02% | −71,949−38.2% | 減碼 |
| Rathbone Brothers plc | 116,021 | $474.1 萬 | 0.03% | +116,021 | 新進 |
| Marble Harbor Investment Counsel, LLC | 115,924 | $473.7 萬 | 0.62% | −1,470−1.3% | 減碼 |
| Thompson Investment Management, Inc. | 115,799 | $473.2 萬 | 0.84% | −2,708−2.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 115,485 | $471.9 萬 | 0.13% | −2,874−2.4% | 減碼 |
| Sowell Financial Services LLC | 113,875 | $465.3 萬 | 0.29% | −9,635−7.8% | 減碼 |
| Bard Financial Services, Inc. | 112,840 | $461.1 萬 | 0.57% | +395+0.4% | 加碼 |
| TD Private Client Wealth LLC | 112,669 | $460.4 萬 | 0.20% | −17,381−13.4% | 減碼 |
| MSD Partners, L.P. | 112,325 | $459.0 萬 | 0.37% | 00.0% | 不變 |
| Centiva Capital, LP | 111,677 | $456.3 萬 | 0.23% | +100,177+871.1% | 加碼 |
| Avantax Advisory Services, Inc. | 111,651 | $456.2 萬 | 0.05% | −3,999−3.5% | 減碼 |
| Harvest Portfolios Group Inc. | 110,133 | $450.0 萬 | 0.21% | +1,949+1.8% | 加碼 |
| Regions Financial Corp | 109,775 | $448.5 萬 | 0.04% | +10,754+10.9% | 加碼 |
| NBW Capital LLC | 109,391 | $447.0 萬 | 1.09% | −1,170−1.1% | 減碼 |
| Integrated Wealth Concepts LLC | 108,733 | $444.3 萬 | 0.08% | +410+0.4% | 加碼 |