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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 71,478 | $292.1 萬 | 0.05% | −1,998−2.7% | 減碼 |
| Independent Advisor Alliance | 70,593 | $288.4 萬 | 0.13% | −13,364−15.9% | 減碼 |
| Slagle Financial, LLC | 70,238 | $287.0 萬 | 1.76% | +5,029+7.7% | 加碼 |
| Greenleaf Trust | 69,337 | $283.3 萬 | 0.03% | +5,600+8.8% | 加碼 |
| Atom Investors LP | 69,025 | $282.0 萬 | 0.64% | +69,025 | 新進 |
| Schnieders Capital Management LLC | 68,529 | $280.0 萬 | 0.63% | −3,800−5.3% | 減碼 |
| Lee Danner & Bass Inc | 68,409 | $279.5 萬 | 0.25% | −100−0.1% | 減碼 |
| Sigma Planning Corp | 68,300 | $279.1 萬 | 0.10% | +149+0.2% | 加碼 |
| Stoneridge Investment Partners LLC | 67,480 | $275.7 萬 | 1.30% | +54,262+410.5% | 加碼 |
| National Asset Management, Inc. | 67,346 | $275.2 萬 | 0.07% | −11,208−14.3% | 減碼 |
| Sawtooth Solutions, LLC | 67,215 | $274.6 萬 | 0.09% | −18,733−21.8% | 減碼 |
| Bleakley Financial Group, LLC | 67,215 | $274.6 萬 | 0.10% | −952−1.4% | 減碼 |
| Toroso Investments, LLC | 67,172 | $274.5 萬 | 0.08% | +10,293+18.1% | 加碼 |
| Horizon Investments, LLC | 67,437 | $273.1 萬 | 0.08% | −1,581−2.3% | 減碼 |
| RMB Capital Management, LLC | 66,429 | $271.4 萬 | 0.09% | +108+0.2% | 加碼 |
| Karpas Strategies, LLC | 65,926 | $269.4 萬 | 0.99% | −4,678−6.6% | 減碼 |
| Valeo Financial Advisors, LLC | 65,916 | $269.3 萬 | 0.12% | +5,330+8.8% | 加碼 |
| Oldfather Financial Services, LLC | 64,796 | $264.8 萬 | 1.34% | +10,003+18.3% | 加碼 |
| Moors & Cabot, Inc. | 64,659 | $264.2 萬 | 0.18% | −1,781−2.7% | 減碼 |
| iA Global Asset Management Inc. | 64,542 | $263.7 萬 | 0.07% | +64,542 | 新進 |
| InterOcean Capital Group, LLC | 64,191 | $262.3 萬 | 0.08% | +34+0.1% | 加碼 |
| One River Asset Management, LLC | 63,977 | $261.2 萬 | 1.22% | +48,286+307.7% | 加碼 |
| Shell Asset Management Co | 63,702 | $260.3 萬 | 0.11% | +16,327+34.5% | 加碼 |
| Veriti Management LLC | 63,202 | $258.2 萬 | 0.30% | +1,552+2.5% | 加碼 |
| HB Wealth Management, LLC | 63,050 | $257.6 萬 | 0.04% | +9,591+17.9% | 加碼 |
| Capital Markets Trading UK LLP | 62,943 | $257.2 萬 | 2.24% | +3,763+6.4% | 加碼 |
| Focus Financial Network, Inc. | 62,798 | $256.6 萬 | 0.14% | +520+0.8% | 加碼 |
| Caas Capital Management LP | 62,128 | $253.9 萬 | 0.56% | +62,128 | 新進 |
| Baker Tilly Wealth Management, LLC | 61,867 | $252.8 萬 | 0.42% | −92,001−59.8% | 減碼 |
| Williams Jones Wealth Management, LLC. | 61,547 | $251.5 萬 | 0.04% | −5,090−7.6% | 減碼 |
| IMS Capital Management | 61,283 | $250.4 萬 | 1.49% | 00.0% | 不變 |
| Golden State Equity Partners | 60,998 | $249.2 萬 | 0.69% | +41,007+205.1% | 加碼 |
| BlueCrest Capital Management Ltd | 60,771 | $248.3 萬 | 0.39% | +60,771 | 新進 |
| Pinnacle Financial Partners Inc | 60,761 | $248.3 萬 | 0.06% | −6,767−10.0% | 減碼 |
| FDx Advisors, Inc. | 60,733 | $248.2 萬 | 0.21% | +4,839+8.7% | 加碼 |
| S&CO Inc | 60,473 | $247.0 萬 | 0.20% | −570−0.9% | 減碼 |
| DeepCurrents Investment Group LLC | 60,413 | $246.8 萬 | 0.12% | +2,949+5.1% | 加碼 |
| Pinnacle Bancorp, Inc. | 60,269 | $246.3 萬 | 0.88% | −10,397−14.7% | 減碼 |
| Robinson Value Management, Ltd. | 60,204 | $246.0 萬 | 1.83% | +213+0.4% | 加碼 |
| Boston Private Wealth LLC | 59,529 | $243.2 萬 | 0.05% | −6,408−9.7% | 減碼 |
| Aspen Grove Capital, LLC | 58,358 | $238.5 萬 | 0.89% | −21,988−27.4% | 減碼 |
| Argyle Capital Management Inc. | 58,043 | $237.2 萬 | 0.87% | 00.0% | 不變 |
| Wedbush Securities Inc | 58,035 | $237.1 萬 | 0.12% | −21,622−27.1% | 減碼 |
| Kingswood Wealth Advisors, LLC | 57,753 | $236.0 萬 | 0.41% | +46,303+404.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 57,644 | $235.5 萬 | 0.11% | −1,486−2.5% | 減碼 |
| Lowe Brockenbrough & Co Inc | 57,497 | $234.9 萬 | 0.18% | −3,993−6.5% | 減碼 |
| Perkins Coie Trust Co | 57,477 | $234.8 萬 | 0.66% | −3,834−6.3% | 減碼 |
| Park Avenue Securities LLC | 57,221 | $233.8 萬 | 0.04% | +3,721+7.0% | 加碼 |
| Goelzer Investment Management, Inc. | 57,161 | $233.6 萬 | 0.16% | −1,893−3.2% | 減碼 |
| Wetherby Asset Management Inc | 57,084 | $233.2 萬 | 0.13% | −1,360−2.3% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 57,049 | $233.1 萬 | 0.69% | +9,325+19.5% | 加碼 |
| Capital Investment Advisors, LLC | 56,961 | $232.7 萬 | 0.06% | −2,137−3.6% | 減碼 |
| Parcion Private Wealth LLC | 56,583 | $231.2 萬 | 0.24% | −7,718−12.0% | 減碼 |
| DoubleLine ETF Adviser LP | 56,352 | $230.3 萬 | 0.83% | +1,911+3.5% | 加碼 |
| Montag A & Associates Inc | 56,287 | $230.0 萬 | 0.15% | −1,774−3.1% | 減碼 |
| WCG Wealth Advisors LLC | 53,304 | $229.2 萬 | 0.17% | +2,466+4.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 56,030 | $228.9 萬 | 0.25% | −36−0.1% | 減碼 |
| Stonebridge Capital Advisors LLC | 55,982 | $228.7 萬 | 0.25% | −694−1.2% | 減碼 |
| Signet Financial Management, LLC | 55,853 | $228.2 萬 | 0.38% | −857−1.5% | 減碼 |
| Capital Investment Counsel, Inc | 55,683 | $227.5 萬 | 0.46% | +4,132+8.0% | 加碼 |
| Meitav Dash Investments Ltd | 55,592 | $227.3 萬 | 0.04% | +6,393+13.0% | 加碼 |
| London Co of Virginia | 55,582 | $227.1 萬 | 0.01% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 55,312 | $226.0 萬 | 0.23% | +21,049+61.4% | 加碼 |
| Geneos Wealth Management Inc. | 55,304 | $226.0 萬 | 0.12% | +3,445+6.6% | 加碼 |
| Alaska Permanent Fund Corp | 55,300 | $226.0 萬 | 0.04% | 00.0% | 不變 |
| SOL Capital Management CO | 55,243 | $225.7 萬 | 0.35% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 55,125 | $225.2 萬 | 0.69% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 54,828 | $224.0 萬 | 0.07% | +19,164+53.7% | 加碼 |
| Snowden Capital Advisors LLC | 58,908 | $224.0 萬 | 0.10% | +2,686+4.8% | 加碼 |
| Legato Capital Management LLC | 54,661 | $223.3 萬 | 0.32% | 00.0% | 不變 |
| Selway Asset Management | 54,600 | $223.1 萬 | 1.03% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 54,265 | $221.7 萬 | 0.02% | −4,585−7.8% | 減碼 |
| Central Trust Co | 53,862 | $220.1 萬 | 0.06% | +1,986+3.8% | 加碼 |
| Paradigm Asset Management Co LLC | 53,702 | $219.4 萬 | 0.62% | −2,700−4.8% | 減碼 |
| Atlantic Union Bankshares Corp | 53,469 | $218.5 萬 | 0.22% | +12,494+30.5% | 加碼 |
| Axxcess Wealth Management, LLC | 53,427 | $218.3 萬 | 0.07% | +41,182+336.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 53,070 | $216.8 萬 | 0.03% | +3,545+7.2% | 加碼 |
| Two Sigma Securities, LLC | 52,892 | $216.1 萬 | 0.10% | +31,566+148.0% | 加碼 |
| Segall Bryant & Hamill, LLC | 52,400 | $214.1 萬 | 0.02% | −714−1.3% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 52,390 | $214.1 萬 | 0.02% | 00.0% | 不變 |
| Pictet Bank & Trust Ltd | 52,340 | $213.9 萬 | 2.30% | −2,467−4.5% | 減碼 |
| Fund Management at Engine No. 1 LLC | 52,328 | $213.8 萬 | 0.34% | +3,483+7.1% | 加碼 |
| Clear Harbor Asset Management, LLC | 52,268 | $213.6 萬 | 0.22% | −30,100−36.5% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 52,226 | $213.4 萬 | 0.03% | −104−0.2% | 減碼 |
| Sumitomo Life Insurance Co | 52,181 | $213.2 萬 | 0.06% | −694−1.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,998 | $212.5 萬 | 0.01% | +23,439+82.1% | 加碼 |
| LGT Group Foundation | 53,345 | $211.3 萬 | 0.05% | +568+1.1% | 加碼 |
| Transcend Wealth Collective, LLC | 51,600 | $210.8 萬 | 0.21% | −19,495−27.4% | 減碼 |
| Aft, Forsyth & Sober, LLC | 51,500 | $210.4 萬 | 0.89% | 00.0% | 不變 |
| Cutler Group LP | 51,450 | $210.2 萬 | 0.34% | +27,240+112.5% | 加碼 |
| Summit Trail Advisors, LLC | 51,327 | $209.7 萬 | 0.08% | +16,641+48.0% | 加碼 |
| Jefferies Financial Group Inc. | 51,141 | $209.0 萬 | 0.05% | +40,481+379.7% | 加碼 |
| Forum Financial Management, LP | 51,108 | $208.8 萬 | 0.05% | +9,168+21.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 50,662 | $207.0 萬 | 0.10% | +3,440+7.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,498 | $206.3 萬 | 0.14% | +657+1.3% | 加碼 |
| PCJ Investment Counsel Ltd. | 50,450 | $206.1 萬 | 0.95% | +50,450 | 新進 |
| Checchi Capital Advisers, LLC | 50,367 | $205.8 萬 | 0.19% | −40.0% | 減碼 |
| Clearstead Advisors, LLC | 50,223 | $205.2 萬 | 0.13% | +683+1.4% | 加碼 |
| Iat Reinsurance Co Ltd. | 50,000 | $204.3 萬 | 0.40% | 00.0% | 不變 |
| Peoples Bank | 49,689 | $203.0 萬 | 1.74% | +49,689 | 新進 |