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 |
|---|---|---|---|---|---|
| Davidson Trust Co | 23,785 | $117.1 萬 | 0.76% | +772+3.4% | 加碼 |
| Insight Advisors, LLC | 23,847 | $117.4 萬 | 0.25% | +45+0.2% | 加碼 |
| Murphy Pohlad Asset Management LLC | 23,870 | $117.5 萬 | 0.49% | −400−1.6% | 減碼 |
| Modera Wealth Management, LLC | 23,881 | $117.5 萬 | 0.02% | −465−1.9% | 減碼 |
| GHP Investment Advisors, Inc. | 23,917 | $117.7 萬 | 0.06% | +388+1.6% | 加碼 |
| First Bank & Trust | 23,962 | $117.9 萬 | 0.28% | −29−0.1% | 減碼 |
| NBC Securities, Inc. | 24,044 | $118.3 萬 | 0.12% | −850−3.4% | 減碼 |
| Ironwood Investment Counsel, LLC | 24,052 | $118.4 萬 | 0.22% | −1,287−5.1% | 減碼 |
| Pinnacle Bancorp, Inc. | 24,140 | $118.8 萬 | 0.39% | −36,129−59.9% | 減碼 |
| Buffington Mohr McNeal | 24,283 | $119.5 萬 | 0.24% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 24,304 | $119.6 萬 | 0.02% | −267−1.1% | 減碼 |
| Cadinha & Co LLC | 24,572 | $120.9 萬 | 0.19% | −124−0.5% | 減碼 |
| Citadel Investment Advisory, Inc. | 24,686 | $121.5 萬 | 0.75% | −871−3.4% | 減碼 |
| Bartlett & Co. LLC | 24,556 | $121.5 萬 | 0.02% | +3,311+15.6% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 24,556 | $121.5 萬 | 0.02% | +3,311+15.6% | 加碼 |
| Tealwood Asset Management Inc | 24,730 | $121.7 萬 | 0.58% | +340+1.4% | 加碼 |
| First Financial Bank - Trust Division | 24,892 | $122.5 萬 | 0.12% | −194−0.8% | 減碼 |
| Clarius Group, LLC | 24,899 | $122.6 萬 | 0.10% | −119−0.5% | 減碼 |
| PCJ Investment Counsel Ltd. | 25,000 | $123.0 萬 | 0.47% | −25,450−50.4% | 減碼 |
| OneAscent Financial Services LLC | 25,046 | $123.3 萬 | 0.15% | +12,269+96.0% | 加碼 |
| AIA Group Ltd | 25,200 | $124.0 萬 | 0.05% | −9,575−27.5% | 減碼 |
| Thomasville National Bank | 25,294 | $124.5 萬 | 0.11% | −401−1.6% | 減碼 |
| Gryphon Financial Partners LLC | 26,467 | $124.6 萬 | 0.22% | +12,778+93.3% | 加碼 |
| Islay Capital Management, LLC | 25,415 | $125.1 萬 | 0.98% | +22,915+916.6% | 加碼 |
| Valley National Advisers Inc | 25,480 | $125.3 萬 | 0.20% | +1,037+4.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 25,482 | $125.4 萬 | 0.04% | −3,970−13.5% | 減碼 |
| Paloma Partners Management Co | 25,503 | $125.5 萬 | 0.21% | +25,503 | 新進 |
| Strategic Planning Group, LLC | 25,544 | $125.7 萬 | 0.42% | +25,544 | 新進 |
| Trust Co of Toledo NA | 25,585 | $125.9 萬 | 0.22% | +30+0.1% | 加碼 |
| Holderness Investments Co | 25,608 | $126.0 萬 | 0.35% | +13+0.1% | 加碼 |
| TRUE Private Wealth Advisors | 25,707 | $126.5 萬 | 0.16% | −30−0.1% | 減碼 |
| LJI Wealth Management, LLC | 25,720 | $126.6 萬 | 0.33% | −109−0.4% | 減碼 |
| Wrapmanager Inc | 25,748 | $126.7 萬 | 0.37% | −148−0.6% | 減碼 |
| Sterling Investment Management, Inc. | 25,819 | $127.1 萬 | 0.93% | −550−2.1% | 減碼 |
| Coastal Investment Advisors, Inc. | 25,855 | $127.3 萬 | 0.29% | −502−1.9% | 減碼 |
| Chicago Partners Investment Group LLC | 25,770 | $127.5 萬 | 0.06% | −485−1.8% | 減碼 |
| IPG Investment Advisors LLC | 25,968 | $127.8 萬 | 0.26% | +13,209+103.5% | 加碼 |
| Shell Asset Management Co | 26,096 | $128.4 萬 | 0.06% | −37,606−59.0% | 減碼 |
| Citizens National Bank Trust Department | 26,245 | $129.2 萬 | 0.33% | −1,270−4.6% | 減碼 |
| Norden Group LLC | 26,343 | $129.7 萬 | 0.23% | −4,134−13.6% | 減碼 |
| Aspiriant, LLC | 26,347 | $129.7 萬 | 0.06% | −809−3.0% | 減碼 |
| Rothschild Investment LLC | 26,405 | $130.0 萬 | 0.11% | +26,405 | 新進 |
| Argent Advisors, Inc. | 26,414 | $130.0 萬 | 0.57% | +169+0.6% | 加碼 |
| Wright Investors Service Inc | 26,459 | $130.2 萬 | 0.37% | −174−0.7% | 減碼 |
| Neville Rodie & Shaw Inc | 26,553 | $130.7 萬 | 0.11% | 00.0% | 不變 |
| Alps Advisors Inc | 26,682 | $131.3 萬 | 0.01% | +2,939+12.4% | 加碼 |
| AlphaStar Capital Management, LLC | 26,691 | $131.4 萬 | 0.12% | +4,857+22.2% | 加碼 |
| Fiduciary Group LLC | 26,734 | $131.6 萬 | 0.15% | −1,085−3.9% | 減碼 |
| Trinity Financial Advisors LLC | 26,770 | $131.8 萬 | 0.64% | −5,710−17.6% | 減碼 |
| Marex Group plc | 26,830 | $132.1 萬 | 0.05% | +26,830 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 26,861 | $132.3 萬 | 0.03% | −11,631−30.2% | 減碼 |
| Harbour Investments, Inc. | 26,893 | $132.4 萬 | 0.05% | +3,096+13.0% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 26,943 | $132.6 萬 | 0.08% | −1,200−4.3% | 減碼 |
| Northside Capital Management, LLC | 27,127 | $133.5 萬 | 0.42% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 27,132 | $133.5 萬 | 0.06% | −1,798−6.2% | 減碼 |
| David Loasby | 26,982 | $134.7 萬 | 0.14% | −72,658−72.9% | 減碼 |
| Eos Management, L.P. | 27,500 | $135.4 萬 | 0.60% | 00.0% | 不變 |
| Marco Investment Management LLC | 27,701 | $136.3 萬 | 0.14% | −732−2.6% | 減碼 |
| Jeppson Wealth Management, LLC | 27,717 | $136.4 萬 | 0.56% | −347−1.2% | 減碼 |
| Pacifica Partners Inc. | 30,718 | $136.7 萬 | 0.67% | +19,010+162.4% | 加碼 |
| Chemistry Wealth Management LLC | 27,824 | $136.9 萬 | 0.41% | −285−1.0% | 減碼 |
| National Philanthropic Trust | 27,926 | $137.5 萬 | 0.04% | +27,926 | 新進 |
| Everett Harris & Co | 27,939 | $137.5 萬 | 0.02% | −1,078−3.7% | 減碼 |
| N.E.W. Advisory Services LLC | 28,075 | $138.2 萬 | 0.17% | +135+0.5% | 加碼 |
| Integrated Advisors Network LLC | 28,171 | $138.7 萬 | 0.08% | +1,637+6.2% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 28,217 | $138.9 萬 | 0.14% | −8,720−23.6% | 減碼 |
| Hoylecohen, LLC | 28,469 | $140.1 萬 | 0.11% | +1,569+5.8% | 加碼 |
| DeepCurrents Investment Group LLC | 28,491 | $140.2 萬 | 0.05% | −31,922−52.8% | 減碼 |
| Ancora Advisors, LLC | 28,746 | $141.5 萬 | 0.03% | −7,305−20.3% | 減碼 |
| Evergreen Capital Management LLC | 28,798 | $141.7 萬 | 0.06% | +5,863+25.6% | 加碼 |
| Walter & Keenan Financial Consulting Co | 28,823 | $141.9 萬 | 0.51% | −2,954−9.3% | 減碼 |
| Tradition Wealth Management, LLC | 28,929 | $142.4 萬 | 0.15% | −2,063−6.7% | 減碼 |
| Sigma Planning Corp | 29,133 | $143.4 萬 | 0.11% | −39,167−57.3% | 減碼 |
| Resources Management Corp | 29,175 | $143.6 萬 | 0.21% | −825−2.8% | 減碼 |
| Ostrum Asset Management | 29,180 | $143.6 萬 | 0.12% | +4,160+16.6% | 加碼 |
| Shelton Wealth Management, LLC | 29,544 | $145.4 萬 | 1.03% | +29+0.1% | 加碼 |
| Sterneck Capital Management, LLC | 29,593 | $145.7 萬 | 0.93% | −625−2.1% | 減碼 |
| Rehmann Capital Advisory Group | 29,597 | $145.7 萬 | 0.12% | +418+1.4% | 加碼 |
| Meridian Investment Counsel Inc. | 29,633 | $145.9 萬 | 0.50% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 29,785 | $146.6 萬 | 0.29% | 00.0% | 不變 |
| Parallel Advisors, LLC | 29,934 | $147.3 萬 | 0.04% | −7,072−19.1% | 減碼 |
| Diversified Trust Co | 29,997 | $147.6 萬 | 0.05% | +1,066+3.7% | 加碼 |
| Stieven Capital Advisors, L.P. | 30,000 | $147.7 萬 | 0.32% | +30,000 | 新進 |
| Nicholas Hoffman & Company, LLC. | 30,004 | $147.7 萬 | 0.09% | −1,619−5.1% | 減碼 |
| Scott & Selber, Inc. | 29,999 | $147.7 萬 | 0.55% | −333−1.1% | 減碼 |
| NVWM, LLC | 30,018 | $147.8 萬 | 0.44% | −196−0.6% | 減碼 |
| Foundations Investment Advisors, LLC | 30,407 | $148.2 萬 | 0.04% | −24,421−44.5% | 減碼 |
| Chiron Capital Management, LLC | 30,125 | $148.3 萬 | 1.29% | −9,191−23.4% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $149.6 萬 | 0.10% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 30,248 | $149.7 萬 | 0.18% | +3,785+14.3% | 加碼 |
| Quest Partners LLC | 30,497 | $150.1 萬 | 0.32% | +30,497 | 新進 |
| Jarislowsky, Fraser Ltd | 30,630 | $150.8 萬 | 0.01% | −2,051−6.3% | 減碼 |
| Founders Financial Securities LLC | 30,723 | $151.2 萬 | 0.17% | −215−0.7% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 30,911 | $152.1 萬 | 0.03% | −99−0.3% | 減碼 |
| Vista Investment Management | 30,933 | $152.3 萬 | 0.71% | −68−0.2% | 減碼 |
| Schechter Investment Advisors, LLC | 30,980 | $152.5 萬 | 0.13% | −627−2.0% | 減碼 |
| Massachusetts Wealth Management | 31,027 | $152.7 萬 | 1.23% | −1,083−3.4% | 減碼 |
| Centiva Capital, LP | 31,105 | $153.1 萬 | 0.10% | −80,572−72.1% | 減碼 |
| Mystic Asset Management, Inc. | 31,147 | $153.3 萬 | 0.73% | −407−1.3% | 減碼 |
| Grimes & Company, Inc. | 31,150 | $153.3 萬 | 0.05% | +3,072+10.9% | 加碼 |