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 4 季 13F 持有人
Wells Fargo & Company 在 2023/12/31 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
- 2,154
- 較 2023 年第 3 季 +209 家
- 持有股數
- 27.1 億
- 較 2023 年第 3 季 +1,969 萬 (+0.7%)
- 總市值
- $1,334 億
- 較 2023 年第 3 季 +$234.4 億 (+21.3%)
- 新進機構
- 318
- 另有 661 家加碼
- 清倉機構
- 109
- 另有 899 家減碼
另有 31 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 12,667 | $62.3 萬 | 0.13% | −775−5.8% | 減碼 |
| Carson Advisory Inc. | 12,669 | $62.4 萬 | 0.48% | −333−2.6% | 減碼 |
| Belpointe Asset Management LLC | 12,702 | $62.5 萬 | 0.05% | −51−0.4% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 12,711 | $62.6 萬 | 0.18% | −291−2.2% | 減碼 |
| Heritage Wealth Management, LLC | 12,793 | $63.0 萬 | 0.34% | +12,793 | 新進 |
| Family Legacy, Inc. | 12,800 | $63.0 萬 | 0.24% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 12,805 | $63.0 萬 | 0.07% | −119−0.9% | 減碼 |
| Leonteq Securities AG | 12,854 | $63.3 萬 | 0.08% | +6,169+92.3% | 加碼 |
| Avantax Planning Partners, Inc. | 12,870 | $63.3 萬 | 0.02% | −8,943−41.0% | 減碼 |
| Claro Advisors LLC | 12,962 | $63.8 萬 | 0.14% | −1,822−12.3% | 減碼 |
| Concord Wealth Partners | 12,966 | $63.8 萬 | 0.13% | −3,695−22.2% | 減碼 |
| 9258 Wealth Management, LLC | 12,972 | $63.8 萬 | 0.11% | +516+4.1% | 加碼 |
| AIMZ Investment Advisors, LLC | 13,005 | $64.0 萬 | 0.26% | −414−3.1% | 減碼 |
| Alliance Wealth Advisors, LLC | 13,010 | $64.0 萬 | 0.22% | −1,616−11.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 13,023 | $64.1 萬 | 0.03% | +706+5.7% | 加碼 |
| Gagnon Securities LLC | 13,056 | $64.3 萬 | 0.15% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 13,105 | $64.5 萬 | 0.12% | −14,364−52.3% | 減碼 |
| Aigen Investment Management, LP | 13,131 | $64.6 萬 | 0.12% | −33,987−72.1% | 減碼 |
| Wimmer Associates 1, LLC | 13,141 | $64.7 萬 | 0.36% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 13,145 | $64.7 萬 | 0.31% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 13,170 | $64.8 萬 | 0.07% | 00.0% | 不變 |
| Eclectic Associates Inc | 13,185 | $64.9 萬 | 0.31% | −856−6.1% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 13,195 | $64.9 萬 | 0.55% | 00.0% | 不變 |
| Operose Advisors LLC | 13,226 | $65.1 萬 | 0.26% | −2,886−17.9% | 減碼 |
| North Star Asset Management Inc | 13,229 | $65.1 萬 | 0.03% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 13,240 | $65.2 萬 | 0.16% | +13,240 | 新進 |
| Knuff & Co LLC | 13,304 | $65.5 萬 | 0.24% | 00.0% | 不變 |
| Vivid Wealth Management, LLC | 13,322 | $65.6 萬 | 0.45% | +13,322 | 新進 |
| MeadowBrook Investment Advisors LLC | 13,355 | $65.7 萬 | 0.63% | +13,355 | 新進 |
| C2C Wealth Management, LLC | 13,361 | $66.1 萬 | 0.56% | −1,907−12.5% | 減碼 |
| Jacobi Capital Management LLC | 13,437 | $66.1 萬 | 0.07% | +38+0.3% | 加碼 |
| Cardiff Park Advisors, LLC | 13,495 | $66.4 萬 | 0.07% | +21+0.2% | 加碼 |
| Bragg Financial Advisors, Inc | 13,526 | $66.6 萬 | 0.03% | −974−6.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 13,533 | $66.6 萬 | 0.04% | −1,094−7.5% | 減碼 |
| Richwood Investment Advisors, LLC | 13,617 | $67.0 萬 | 0.63% | −816−5.7% | 減碼 |
| Neumann Capital Management, LLC | 13,622 | $67.0 萬 | 0.27% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 13,639 | $67.1 萬 | 0.02% | −2,128−13.5% | 減碼 |
| Financial Counselors Inc | 13,661 | $67.2 萬 | 0.01% | −5,649−29.3% | 減碼 |
| Pacific Global Investment Management CO | 13,680 | $67.3 萬 | 0.14% | +1,620+13.4% | 加碼 |
| Purus Wealth Management, LLC | 13,686 | $67.4 萬 | 0.39% | +471+3.6% | 加碼 |
| Shakespeare Wealth Management, Inc. | 13,709 | $67.5 萬 | 0.21% | 00.0% | 不變 |
| Hartford Funds Management Co LLC | 13,709 | $67.5 萬 | 0.07% | +13,709 | 新進 |
| Kiley Juergens Wealth Management, LLC | 13,730 | $67.6 萬 | 0.23% | −585−4.1% | 減碼 |
| FirstPurpose Wealth LLC | 13,744 | $67.6 萬 | 0.26% | +99+0.7% | 加碼 |
| Park National Corp | 13,771 | $67.8 萬 | 0.03% | −517−3.6% | 減碼 |
| Cladis Investment Advisory, LLC | 13,822 | $68.0 萬 | 0.53% | 00.0% | 不變 |
| Pointe Capital Management LLC | 13,846 | $68.2 萬 | 0.47% | +131+1.0% | 加碼 |
| FinTrust Capital Advisors, LLC | 13,849 | $68.2 萬 | 0.14% | +562+4.2% | 加碼 |
| Atomi Financial Group, Inc. | 13,858 | $68.2 萬 | 0.09% | +13,858 | 新進 |
| Osterweis Capital Management Inc | 13,896 | $68.4 萬 | 0.04% | 00.0% | 不變 |
| Cullen Investment Group, Ltd. | 13,988 | $68.8 萬 | 0.12% | +13,988 | 新進 |
| L2 Asset Management, LLC | 14,024 | $69.0 萬 | 0.28% | +12,611+892.5% | 加碼 |
| Brooks, Moore & Associates, Inc. | 14,100 | $69.4 萬 | 0.48% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 14,121 | $69.5 萬 | 0.19% | +146+1.0% | 加碼 |
| MV Capital Management, Inc. | 14,196 | $69.9 萬 | 0.09% | +601+4.4% | 加碼 |
| Gradient Investments LLC | 14,271 | $70.2 萬 | 0.02% | +49+0.3% | 加碼 |
| LifeSteps Financial, Inc. | 14,298 | $70.4 萬 | 0.62% | +40.0% | 加碼 |
| Prio Wealth Limited Partnership | 14,309 | $70.4 萬 | 0.02% | +233+1.7% | 加碼 |
| JT Stratford LLC | 14,319 | $70.5 萬 | 0.16% | −220−1.5% | 減碼 |
| Arkadios Wealth Advisors | 14,336 | $70.6 萬 | 0.06% | −1,010−6.6% | 減碼 |
| Ingalls & Snyder LLC | 14,341 | $70.6 萬 | 0.03% | −20.0% | 減碼 |
| Agf Management Ltd | 14,356 | $70.7 萬 | 0.00% | +3,780+35.7% | 加碼 |
| McDaniel Terry & Co | 14,408 | $70.9 萬 | 0.07% | −400−2.7% | 減碼 |
| Abbrea Capital, LLC | 14,418 | $71.0 萬 | 0.10% | −923−6.0% | 減碼 |
| Boston Trust Walden Corp | 14,515 | $71.4 萬 | 0.01% | 00.0% | 不變 |
| Sentry Investment Management LLC | 14,553 | $71.6 萬 | 0.31% | −6,655−31.4% | 減碼 |
| Dakota Wealth Management | 14,586 | $71.8 萬 | 0.03% | −1,200−7.6% | 減碼 |
| Northwest Wealth Management, LLC | 14,607 | $71.9 萬 | 0.22% | −746−4.9% | 減碼 |
| Vertex Planning Partners, LLC | 14,635 | $72.0 萬 | 0.21% | +1,065+7.8% | 加碼 |
| Welch Group, LLC | 14,666 | $72.2 萬 | 0.04% | +1,503+11.4% | 加碼 |
| Segment Wealth Management, LLC | 14,667 | $72.2 萬 | 0.06% | +14,667 | 新進 |
| Meridian Wealth Management, LLC | 14,766 | $72.7 萬 | 0.05% | −953−6.1% | 減碼 |
| Quotient Wealth Partners, LLC | 14,788 | $72.8 萬 | 0.03% | +14,788 | 新進 |
| MTM Investment Management, LLC | 14,806 | $72.9 萬 | 0.33% | +14,806 | 新進 |
| Sandy Spring Bank | 14,819 | $72.9 萬 | 0.04% | +5,557+60.0% | 加碼 |
| Pearl River Capital, LLC | 14,835 | $73.0 萬 | 0.12% | +14,835 | 新進 |
| Jones Financial Companies LLLP | 14,886 | $73.3 萬 | 0.00% | +3,629+32.2% | 加碼 |
| North Star Investment Management Corp. | 14,950 | $73.6 萬 | 0.06% | −2,936−16.4% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 14,968 | $73.7 萬 | 0.49% | −373−2.4% | 減碼 |
| Highlander Capital Management, LLC | 14,968 | $73.7 萬 | 0.26% | +897+6.4% | 加碼 |
| Anchor Investment Management, LLC | 14,981 | $73.7 萬 | 0.08% | +80+0.5% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 14,994 | $73.8 萬 | 0.04% | −2,533−14.5% | 減碼 |
| Jupiter Wealth Management LLC | 15,000 | $73.8 萬 | 0.43% | 00.0% | 不變 |
| Graypoint LLC | 15,004 | $73.8 萬 | 0.06% | +2,052+15.8% | 加碼 |
| Cambridge Trust Co | 15,005 | $73.9 萬 | 0.03% | −268−1.8% | 減碼 |
| Waldron Private Wealth LLC | 15,013 | $73.9 萬 | 0.04% | +2,203+17.2% | 加碼 |
| Hutner Capital Management Inc | 15,126 | $74.5 萬 | 0.44% | −1,260−7.7% | 減碼 |
| IVC Wealth Advisors LLC | 15,140 | $74.5 萬 | 0.46% | −2,467−14.0% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 15,168 | $74.7 萬 | 0.37% | +15,168 | 新進 |
| Sippican Capital Advisors | 15,233 | $75.0 萬 | 0.59% | +6,940+83.7% | 加碼 |
| Breakwater Capital Group | 15,452 | $75.0 萬 | 0.21% | +1,798+13.2% | 加碼 |
| Gilbert & Cook, Inc. | 15,326 | $75.4 萬 | 0.11% | −500−3.2% | 減碼 |
| Edge Capital Group, LLC | 15,385 | $75.7 萬 | 0.04% | −337−2.1% | 減碼 |
| Becker Capital Management Inc | 15,438 | $76.0 萬 | 0.03% | +260+1.7% | 加碼 |
| JNBA Financial Advisors | 15,456 | $76.1 萬 | 0.09% | +900+6.2% | 加碼 |
| Circle Wealth Management, LLC | 15,496 | $76.3 萬 | 0.02% | −1,606−9.4% | 減碼 |
| M Holdings Securities, Inc. | 15,505 | $76.3 萬 | 0.09% | +25+0.2% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,528 | $76.4 萬 | 0.15% | +1,575+11.3% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 15,570 | $76.6 萬 | 0.03% | +15,570 | 新進 |
| Wealth Alliance | 15,602 | $76.8 萬 | 0.11% | +1,197+8.3% | 加碼 |