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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 49,448 | $202.0 萬 | 0.04% | −483−1.0% | 減碼 |
| Apollon Wealth Management, LLC | 48,789 | $199.4 萬 | 0.10% | −5,436−10.0% | 減碼 |
| Global Frontier Investments LLC | 48,661 | $198.8 萬 | 0.86% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 48,030 | $196.3 萬 | 0.38% | +1,161+2.5% | 加碼 |
| Pring Turner Capital Group Inc | 47,988 | $196.1 萬 | 1.64% | −1,284−2.6% | 減碼 |
| Fiduciary Trust Co | 47,963 | $196.0 萬 | 0.04% | −5,122−9.6% | 減碼 |
| KCM Investment Advisors LLC | 47,895 | $195.7 萬 | 0.08% | −2,690−5.3% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 47,851 | $195.5 萬 | 0.66% | −300−0.6% | 減碼 |
| Mark Stevens | 47,788 | $195.3 萬 | 0.26% | +417+0.9% | 加碼 |
| KG&L Capital Management,LLC | 47,661 | $195.1 萬 | 0.94% | −3,721−7.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 47,707 | $194.9 萬 | 0.13% | −1,814−3.7% | 減碼 |
| Somerset Group LLC | 47,629 | $194.6 萬 | 1.83% | 00.0% | 不變 |
| White Pine Capital LLC | 47,524 | $194.2 萬 | 0.78% | −1,225−2.5% | 減碼 |
| Trust Asset Management LLC | 47,346 | $193.5 萬 | 0.21% | 00.0% | 不變 |
| Associated Banc-Corp | 47,188 | $192.8 萬 | 0.07% | −1,640−3.4% | 減碼 |
| Foster Group, Inc. | 47,146 | $192.6 萬 | 0.12% | −696−1.5% | 減碼 |
| Aigen Investment Management, LP | 47,118 | $192.5 萬 | 0.36% | +47,118 | 新進 |
| Axq Capital, LP | 47,000 | $192.0 萬 | 0.68% | +47,000 | 新進 |
| Pavion Blue Capital, LLC | 47,163 | $190.7 萬 | 1.16% | +173+0.4% | 加碼 |
| Easterly Investment Partners LLC | 46,533 | $190.1 萬 | 0.21% | −27,957−37.5% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 46,215 | $189.0 萬 | 0.96% | +7,500+19.4% | 加碼 |
| Stableford Capital II LLC | 47,465 | $188.2 萬 | 0.87% | +20.0% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $187.8 萬 | 1.07% | 00.0% | 不變 |
| Econ Financial Services Corp | 45,628 | $186.4 萬 | 1.36% | +45,628 | 新進 |
| Smith, Salley & Associates | 45,491 | $185.9 萬 | 0.14% | −1,838−3.9% | 減碼 |
| Xcel Wealth Management, LLC | 45,110 | $184.3 萬 | 0.73% | −3,625−7.4% | 減碼 |
| Phoenix Holdings Ltd. | 44,248 | $183.8 萬 | 0.03% | −82,991−65.2% | 減碼 |
| Centaurus Financial, Inc. | 44,941 | $183.6 萬 | 0.16% | +1,255+2.9% | 加碼 |
| Marks Group Wealth Management, Inc | 44,899 | $183.5 萬 | 0.23% | −10,288−18.6% | 減碼 |
| Profund Advisors LLC | 44,769 | $182.9 萬 | 0.10% | −2,680−5.6% | 減碼 |
| Choate Investment Advisors | 44,338 | $181.2 萬 | 0.07% | +6,038+15.8% | 加碼 |
| RSM US Wealth Management LLC | 44,206 | $180.6 萬 | 0.06% | +1,989+4.7% | 加碼 |
| Lincoln National Corp | 43,786 | $178.9 萬 | 0.04% | +6,881+18.6% | 加碼 |
| Ritholtz Wealth Management | 43,709 | $178.6 萬 | 0.08% | −9,031−17.1% | 減碼 |
| United Asset Strategies, Inc. | 43,681 | $178.5 萬 | 0.23% | −4,027−8.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 43,642 | $178.3 萬 | 0.08% | −793−1.8% | 減碼 |
| Mission Wealth Management, LP | 43,540 | $177.9 萬 | 0.07% | −33,035−43.1% | 減碼 |
| Cohen Investment Advisors LLC | 43,451 | $177.5 萬 | 1.43% | +4,051+10.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 43,221 | $176.6 萬 | 0.03% | +1,409+3.4% | 加碼 |
| Wesbanco Bank Inc | 42,876 | $175.2 萬 | 0.08% | −659−1.5% | 減碼 |
| Signaturefd, LLC | 42,860 | $175.1 萬 | 0.05% | +1,897+4.6% | 加碼 |
| HM Payson & Co | 42,840 | $175.0 萬 | 0.04% | −6,584−13.3% | 減碼 |
| Qtron Investments LLC | 42,558 | $173.9 萬 | 0.33% | −4,536−9.6% | 減碼 |
| Global Retirement Partners, LLC | 44,615 | $173.9 萬 | 0.09% | −1,141−2.5% | 減碼 |
| Equitable Holdings, Inc. | 42,503 | $173.7 萬 | 0.02% | −10,692−20.1% | 減碼 |
| Bank of Stockton | 43,741 | $173.4 萬 | 0.65% | −2,400−5.2% | 減碼 |
| Gs Investments, Inc. | 42,400 | $173.2 萬 | 0.99% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 42,383 | $173.2 萬 | 0.15% | 00.0% | 不變 |
| Seven Eight Capital, LP | 42,368 | $173.1 萬 | 0.20% | +42,368 | 新進 |
| Capital International Sarl | 42,354 | $173.1 萬 | 0.08% | +3,261+8.3% | 加碼 |
| Oppenheimer & Co Inc | 42,024 | $171.7 萬 | 0.04% | −4,191−9.1% | 減碼 |
| Iams Wealth Management, LLC | 42,007 | $171.6 萬 | 1.19% | +42,007 | 新進 |
| Round Hill Asset Management | 41,962 | $171.5 萬 | 1.13% | −1,880−4.3% | 減碼 |
| NBT Bank N A | 41,902 | $171.2 萬 | 0.16% | +4,092+10.8% | 加碼 |
| Haverford Trust Co | 41,788 | $170.7 萬 | 0.02% | −4,873−10.4% | 減碼 |
| Meeder Advisory Services, Inc. | 41,543 | $169.7 萬 | 0.21% | +454+1.1% | 加碼 |
| Quad-Cities Investment Group, LLC | 41,490 | $169.5 萬 | 1.14% | +39+0.1% | 加碼 |
| Meridian Wealth Partners, LLC | 41,395 | $169.1 萬 | 0.35% | +172+0.4% | 加碼 |
| Heartland Advisors Inc | 41,282 | $168.7 萬 | 0.09% | −359−0.9% | 減碼 |
| Shayne & Co., LLC | 40,977 | $167.4 萬 | 0.56% | −8,200−16.7% | 減碼 |
| Crestwood Advisors Group LLC | 40,792 | $166.7 萬 | 0.04% | −3,109−7.1% | 減碼 |
| NEOS Investment Management LLC | 40,164 | $164.1 萬 | 0.21% | +40,164 | 新進 |
| Hedges Asset Management LLC | 40,100 | $163.8 萬 | 1.43% | 00.0% | 不變 |
| Engineers Gate Manager LP | 40,073 | $163.7 萬 | 0.06% | +35,315+742.2% | 加碼 |
| IFP Advisors, Inc | 39,928 | $163.1 萬 | 0.07% | −2,423−5.7% | 減碼 |
| Hyman Charles D | 39,849 | $162.8 萬 | 0.11% | −2,036−4.9% | 減碼 |
| DFPG Investments, LLC | 39,980 | $161.5 萬 | 0.15% | −4,693−10.5% | 減碼 |
| Cigna Investments Inc | 39,340 | $160.7 萬 | 0.37% | −6,393−14.0% | 減碼 |
| Chiron Capital Management, LLC | 39,316 | $160.6 萬 | 1.38% | +115+0.3% | 加碼 |
| Pitcairn Co | 38,981 | $159.3 萬 | 0.13% | −1,899−4.6% | 減碼 |
| Stonegate Investment Group, LLC | 38,767 | $158.4 萬 | 0.06% | +116+0.3% | 加碼 |
| Cunning Capital Partners, LP | 38,675 | $158.0 萬 | 1.04% | +38,675 | 加碼 |
| Alpha Cubed Investments, LLC | 38,642 | $157.9 萬 | 0.11% | +807+2.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 38,492 | $157.3 萬 | 0.06% | +678+1.8% | 加碼 |
| Evercore Wealth Management, LLC | 38,222 | $156.2 萬 | 0.03% | +262+0.7% | 加碼 |
| Triangle Securities Wealth Management | 38,200 | $156.1 萬 | 0.56% | −1,142−2.9% | 減碼 |
| Miller Investment Management, LP | 38,182 | $156.0 萬 | 0.25% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 38,090 | $155.6 萬 | 0.92% | +420+1.1% | 加碼 |
| CAPROCK Group, Inc. | 37,916 | $154.9 萬 | 0.12% | −1,348−3.4% | 減碼 |
| Sendero Wealth Management, LLC | 37,822 | $154.5 萬 | 0.33% | +387+1.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 37,642 | $153.8 萬 | 0.15% | +16,889+81.4% | 加碼 |
| Yarbrough Capital, LLC | 37,485 | $153.2 萬 | 0.09% | 00.0% | 不變 |
| Auxier Asset Management | 37,477 | $153.1 萬 | 0.26% | −590−1.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 37,212 | $152.0 萬 | 0.32% | +4,489+13.7% | 加碼 |
| Vista Wealth Management Group, LLC | 37,150 | $151.8 萬 | 0.15% | −12,094−24.6% | 減碼 |
| Naviter Wealth, LLC | 37,132 | $151.7 萬 | 0.37% | +1,416+4.0% | 加碼 |
| Vise Technologies, Inc. | 37,073 | $151.5 萬 | 0.37% | +5,313+16.7% | 加碼 |
| Parallel Advisors, LLC | 37,006 | $151.2 萬 | 0.05% | +5,660+18.1% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 36,937 | $150.9 萬 | 0.17% | −344−0.9% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,644 | $149.7 萬 | 0.29% | +85+0.2% | 加碼 |
| Azimuth Capital Investment Management LLC | 36,561 | $149.4 萬 | 0.07% | −1,039−2.8% | 減碼 |
| Silvant Capital Management LLC | 36,302 | $148.3 萬 | 0.09% | −1,601−4.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 36,104 | $147.5 萬 | 0.82% | +13,557+60.1% | 加碼 |
| Ancora Advisors, LLC | 36,051 | $147.3 萬 | 0.04% | −154−0.4% | 減碼 |
| One Capital Management, LLC | 36,040 | $147.3 萬 | 0.07% | −357−1.0% | 減碼 |
| American Money Management, LLC | 35,841 | $146.4 萬 | 0.37% | +25+0.1% | 加碼 |
| Peak Asset Management, LLC | 35,309 | $144.3 萬 | 0.35% | −68−0.2% | 減碼 |
| AustralianSuper Pty Ltd | 35,186 | $143.8 萬 | 0.01% | −600,000−94.5% | 減碼 |
| Marotta Asset Management | 35,181 | $143.7 萬 | 0.33% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 34,937 | $142.8 萬 | 0.03% | −6,749−16.2% | 減碼 |