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 2,882 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
- 2,153
- 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 898 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 19,367 | $95.3 萬 | 0.02% | −10,187−34.5% | 減碼 |
| Investors Research Corp | 19,438 | $95.7 萬 | 0.23% | −387−2.0% | 減碼 |
| IHT Wealth Management, LLC | 19,449 | $95.7 萬 | 0.04% | −2,121−9.8% | 減碼 |
| Cito Capital Group, LLC | 19,503 | $96.0 萬 | 0.41% | +3,000+18.2% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 19,542 | $96.2 萬 | 1.26% | 00.0% | 不變 |
| Busey Wealth Management | 19,653 | $96.7 萬 | 0.04% | 00.0% | 不變 |
| First PREMIER Bank | 19,663 | $96.8 萬 | 0.27% | 00.0% | 不變 |
| Spire Wealth Management | 20,125 | $96.8 萬 | 0.03% | +100+0.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 19,699 | $97.0 萬 | 0.26% | −852−4.1% | 減碼 |
| Arete Wealth Advisors, LLC | 20,439 | $97.1 萬 | 0.07% | +343+1.7% | 加碼 |
| Balentine LLC | 19,787 | $97.4 萬 | 0.03% | +9,450+91.4% | 加碼 |
| Csenge Advisory Group | 19,800 | $97.5 萬 | 0.06% | −923−4.5% | 減碼 |
| Castle Rock Wealth Management, LLC | 19,506 | $97.5 萬 | 0.30% | +30.0% | 加碼 |
| LexAurum Advisors, LLC | 19,947 | $98.2 萬 | 0.26% | −445−2.2% | 減碼 |
| Harbor Advisors LLC | 20,000 | $98.4 萬 | 0.19% | 00.0% | 不變 |
| LifePlan Financial, LLC | 20,095 | $98.9 萬 | 0.99% | +20,095 | 新進 |
| Private Wealth Group, LLC | 20,112 | $99.0 萬 | 0.56% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 20,213 | $99.5 萬 | 0.17% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 20,219 | $99.5 萬 | 0.03% | −3,672−15.4% | 減碼 |
| Western Wealth Management, LLC | 20,226 | $99.6 萬 | 0.07% | −362−1.8% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 20,270 | $99.8 萬 | 0.24% | +20,270 | 新進 |
| CX Institutional | 20,280 | $99.8 萬 | 0.05% | +217+1.1% | 加碼 |
| XML Financial, LLC | 20,288 | $99.9 萬 | 0.11% | +1,210+6.3% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 20,289 | $99.9 萬 | 0.44% | +2,174+12.0% | 加碼 |
| ZWJ Investment Counsel Inc | 20,299 | $99.9 萬 | 0.05% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 20,320 | $100.0 萬 | 0.26% | −10.0% | 減碼 |
| Main Street Research LLC | 20,358 | $100.2 萬 | 0.08% | +780+4.0% | 加碼 |
| Citizens Financial Group Inc | 20,380 | $100.3 萬 | 0.03% | +7,673+60.4% | 加碼 |
| Personal Cfo Solutions, LLC | 20,388 | $100.4 萬 | 0.17% | +3,658+21.9% | 加碼 |
| Telos Capital Management, Inc. | 20,391 | $100.4 萬 | 0.12% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 20,418 | $100.5 萬 | 0.09% | −612−2.9% | 減碼 |
| London & Capital Asset Management Ltd | 20,467 | $100.7 萬 | 0.08% | 00.0% | 不變 |
| Apella Capital, LLC | 20,448 | $100.8 萬 | 0.06% | +4,484+28.1% | 加碼 |
| Excalibur Management Corp | 20,491 | $100.9 萬 | 0.47% | −972−4.5% | 減碼 |
| Lindbrook Capital, LLC | 20,503 | $100.9 萬 | 0.10% | +592+3.0% | 加碼 |
| HBK Sorce Advisory LLC | 20,541 | $101.1 萬 | 0.04% | −1,757−7.9% | 減碼 |
| Winthrop Capital Management, LLC | 20,742 | $102.1 萬 | 0.33% | +20,742 | 新進 |
| Fisher Asset Management, LLC | 20,900 | $102.9 萬 | 0.00% | −3,264−13.5% | 減碼 |
| Salem Investment Counselors Inc | 20,912 | $102.9 萬 | 0.04% | −324−1.5% | 減碼 |
| Kennedy Investment Group | 20,916 | $102.9 萬 | 0.58% | −304−1.4% | 減碼 |
| Atom Investors LP | 20,925 | $103.0 萬 | 0.18% | −48,100−69.7% | 減碼 |
| GAMMA Investing LLC | 20,525 | $103.0 萬 | 0.28% | +20,525 | 新進 |
| Skopos Labs, Inc. | 20,949 | $103.1 萬 | 0.49% | +20,949 | 新進 |
| Ronald Blue Trust, Inc. | 25,304 | $103.3 萬 | 0.02% | +1,574+6.6% | 加碼 |
| American State Bank (Iowa) | 20,997 | $103.3 萬 | 0.66% | +598+2.9% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 21,037 | $103.7 萬 | 0.02% | −6,751−24.3% | 減碼 |
| VELA Investment Management, LLC | 21,082 | $103.8 萬 | 0.42% | +1,994+10.4% | 加碼 |
| Seneca Financial Advisors LLC | 21,273 | $104.7 萬 | 0.61% | 00.0% | 不變 |
| Courier Capital LLC | 21,289 | $104.8 萬 | 0.08% | +20.0% | 加碼 |
| Sepio Capital, LP | 21,372 | $105.2 萬 | 0.09% | +169+0.8% | 加碼 |
| Massmutual Trust Co FSB | 21,490 | $105.8 萬 | 0.04% | −1,297−5.7% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 21,508 | $105.9 萬 | 0.13% | +40.0% | 加碼 |
| Investors Asset Management of Georgia Inc | 21,699 | $106.0 萬 | 0.54% | −527−2.4% | 減碼 |
| RNC Capital Management LLC | 21,655 | $106.6 萬 | 0.06% | −43−0.2% | 減碼 |
| Pacific Center for Financial Services | 21,821 | $107.4 萬 | 0.34% | −11−0.1% | 減碼 |
| Affinity Investment Advisors, LLC | 21,851 | $107.6 萬 | 0.73% | −1,729−7.3% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 21,859 | $107.6 萬 | 0.10% | −461−2.1% | 減碼 |
| Prudent Man Advisors, LLC | 21,861 | $107.6 萬 | 0.40% | −1,374−5.9% | 減碼 |
| Carnegie Capital Asset Management, LLC | 21,902 | $107.8 萬 | 0.04% | −761−3.4% | 減碼 |
| Ruffer LLP | 22,000 | $108.3 萬 | 0.04% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 22,094 | $108.7 萬 | 0.05% | −1,468−6.2% | 減碼 |
| Sawyer & Company, Inc | 22,110 | $108.8 萬 | 0.48% | −1,796−7.5% | 減碼 |
| Private Management Group Inc | 22,160 | $109.1 萬 | 0.04% | +500+2.3% | 加碼 |
| Penserra Capital Management LLC | 22,213 | $109.2 萬 | 0.02% | −3,599−13.9% | 減碼 |
| HAP Trading, LLC | 22,219 | $109.4 萬 | 0.32% | +22,219 | 新進 |
| Cetera Trust Company, N.A | 22,278 | $109.7 萬 | 0.68% | +22,278 | 新進 |
| Westmount Partners, LLC | 22,363 | $110.1 萬 | 0.45% | −509−2.2% | 減碼 |
| Private Trust Co NA | 22,418 | $110.3 萬 | 0.13% | +1,281+6.1% | 加碼 |
| Rossmore Private Capital | 22,474 | $110.6 萬 | 0.16% | 00.0% | 不變 |
| Narwhal Capital Management | 22,514 | $110.8 萬 | 0.12% | −8,652−27.8% | 減碼 |
| Pflug Koory, LLC | 22,554 | $111.0 萬 | 0.59% | −100−0.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 22,575 | $111.1 萬 | 0.02% | −720−3.1% | 減碼 |
| Soltis Investment Advisors LLC | 22,596 | $111.2 萬 | 0.13% | −94,804−80.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 22,615 | $111.3 萬 | 0.04% | +4,053+21.8% | 加碼 |
| Congress Wealth Management LLC | 22,716 | $111.8 萬 | 0.02% | −100.0% | 減碼 |
| Great Lakes Retirement, Inc. | 22,775 | $112.1 萬 | 0.18% | +20+0.1% | 加碼 |
| Louisbourg Investments Inc. | 29,322 | $112.1 萬 | 0.34% | +29,322 | 新進 |
| Independent Financial Group, LLC | 22,797 | $112.2 萬 | 0.06% | +1,979+9.5% | 加碼 |
| Fulton Bank, N.A. | 22,798 | $112.2 萬 | 0.05% | −1,970−8.0% | 減碼 |
| Lazari Capital Management, Inc. | 22,804 | $112.2 萬 | 0.64% | +202+0.9% | 加碼 |
| Vista Wealth Management Group, LLC | 22,853 | $112.5 萬 | 0.10% | −14,297−38.5% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 23,005 | $113.2 萬 | 0.30% | −208−0.9% | 減碼 |
| Wunderlich Capital Managemnt | 23,014 | $113.3 萬 | 0.51% | +1,379+6.4% | 加碼 |
| Aspire Private Capital, LLC | 23,039 | $113.4 萬 | 0.34% | +678+3.0% | 加碼 |
| Martin & Co Inc | 23,090 | $113.7 萬 | 0.28% | −1,063−4.4% | 減碼 |
| Washington Trust Co | 23,129 | $113.8 萬 | 0.05% | +399+1.8% | 加碼 |
| Laurel Wealth Advisors LLC | 23,304 | $114.7 萬 | 0.22% | +1,803+8.4% | 加碼 |
| First City Capital Management, Inc. | 23,364 | $115.0 萬 | 0.67% | +785+3.5% | 加碼 |
| Argus Investors' Counsel, Inc. | 23,378 | $115.1 萬 | 0.74% | +20+0.1% | 加碼 |
| GFG Capital, LLC | 23,437 | $115.4 萬 | 0.31% | +68+0.3% | 加碼 |
| Sunbelt Securities, Inc. | 23,458 | $115.5 萬 | 0.15% | +578+2.5% | 加碼 |
| Cercano Management LLC | 23,474 | $115.5 萬 | 0.04% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 23,486 | $115.6 萬 | 0.01% | −4,931−17.4% | 減碼 |
| Degroof Petercam Asset Management | 23,500 | $115.7 萬 | 0.02% | +23,500 | 新進 |
| Traverso Chambers Private Wealth Management, LLC | 23,504 | $115.7 萬 | 0.28% | +30.0% | 加碼 |
| Leavell Investment Management, Inc. | 23,589 | $116.1 萬 | 0.07% | −4,120−14.9% | 減碼 |
| Fidelis Capital Partners, LLC | 23,599 | $116.2 萬 | 0.26% | −4,986−17.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 23,674 | $116.5 萬 | 0.10% | +60.0% | 加碼 |
| First Horizon Advisors, Inc. | 23,727 | $116.8 萬 | 0.04% | −917−3.7% | 減碼 |
| Drive Wealth Management, LLC | 23,779 | $117.0 萬 | 0.38% | −593−2.4% | 減碼 |