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 |
|---|---|---|---|---|---|
| Conning Inc. | 31,211 | $153.6 萬 | 0.05% | −85−0.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 31,290 | $154.0 萬 | 0.09% | +349+1.1% | 加碼 |
| Greenwood Capital Associates LLC | 31,455 | $154.8 萬 | 0.20% | +84+0.3% | 加碼 |
| Granite Investment Partners, LLC | 31,587 | $155.5 萬 | 0.06% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 31,799 | $156.5 萬 | 0.04% | −215−0.7% | 減碼 |
| Silvant Capital Management LLC | 31,820 | $156.6 萬 | 0.08% | −4,482−12.3% | 減碼 |
| Smith Shellnut Wilson LLC | 31,856 | $156.8 萬 | 0.90% | 00.0% | 不變 |
| Vident Advisory, LLC | 31,876 | $156.9 萬 | 0.04% | +2,219+7.5% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 31,920 | $157.1 萬 | 0.85% | −621−1.9% | 減碼 |
| Wesbanco Bank Inc | 32,005 | $157.5 萬 | 0.09% | −10,871−25.4% | 減碼 |
| Carlson Capital Management | 32,037 | $157.7 萬 | 0.08% | −1,396−4.2% | 減碼 |
| AF Advisors, Inc. | 32,040 | $157.7 萬 | 0.37% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 32,090 | $157.9 萬 | 0.07% | +32,090 | 新進 |
| Duff & Phelps Investment Management Co | 32,096 | $158.0 萬 | 0.02% | 00.0% | 不變 |
| Applied Capital LLC | 32,102 | $158.0 萬 | 1.45% | −294−0.9% | 減碼 |
| Joel Isaacson & Co., LLC | 32,182 | $158.4 萬 | 0.10% | +4,164+14.9% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $158.5 萬 | 0.55% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 31,824 | $158.9 萬 | 0.20% | +2,050+6.9% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 32,353 | $159.2 萬 | 0.31% | −573−1.7% | 減碼 |
| Cullinan Associates Inc | 32,445 | $159.7 萬 | 0.09% | +16,000+97.3% | 加碼 |
| Northwest Capital Management Inc | 32,597 | $160.4 萬 | 0.54% | −541−1.6% | 減碼 |
| Ethic Inc. | 32,607 | $160.5 萬 | 0.05% | +11,486+54.4% | 加碼 |
| Fox Run Management, L.L.C. | 32,626 | $160.6 萬 | 0.41% | +32,626 | 新進 |
| SYSTM Wealth Solutions LLC | 32,651 | $160.7 萬 | 0.22% | −1,617−4.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 33,145 | $163.1 萬 | 0.26% | −71−0.2% | 減碼 |
| Continuum Advisory, LLC | 33,370 | $164.3 萬 | 0.23% | +516+1.6% | 加碼 |
| Fiduciary Family Office, LLC | 33,398 | $164.4 萬 | 0.72% | +33,398 | 新進 |
| Bennett Selby Investments LP | 33,851 | $166.6 萬 | 0.85% | −309−0.9% | 減碼 |
| Ballentine Partners, LLC | 33,950 | $167.1 萬 | 0.03% | +12,665+59.5% | 加碼 |
| Cove Street Capital, LLC | 34,000 | $167.3 萬 | 0.51% | −1,500−4.2% | 減碼 |
| Lummis Asset Management, LP | 34,009 | $167.4 萬 | 1.28% | +34,009 | 新進 |
| Equitable Holdings, Inc. | 34,034 | $167.5 萬 | 0.02% | −8,469−19.9% | 減碼 |
| Miller Investment Management, LP | 34,082 | $167.8 萬 | 0.24% | −4,100−10.7% | 減碼 |
| HF Advisory Group, LLC | 34,093 | $167.8 萬 | 1.07% | +1,417+4.3% | 加碼 |
| Country Club Bank | 34,026 | $168.4 萬 | 0.13% | −297−0.9% | 減碼 |
| Carret Asset Management, LLC | 34,272 | $168.7 萬 | 0.21% | −33−0.1% | 減碼 |
| American Money Management, LLC | 34,626 | $170.4 萬 | 0.38% | −1,215−3.4% | 減碼 |
| Auxier Asset Management | 34,702 | $170.8 萬 | 0.28% | −2,775−7.4% | 減碼 |
| Alpha Cubed Investments, LLC | 34,742 | $171.0 萬 | 0.10% | −3,900−10.1% | 減碼 |
| Moody National Bank Trust Division | 34,819 | $171.4 萬 | 0.13% | −39,102−52.9% | 減碼 |
| Peak Asset Management, LLC | 34,879 | $171.7 萬 | 0.38% | −430−1.2% | 減碼 |
| Providence Wealth Advisors, LLC | 16,981 | $172.6 萬 | 2.05% | +2,957+21.1% | 加碼 |
| Marotta Asset Management | 35,181 | $173.2 萬 | 0.37% | 00.0% | 不變 |
| We Are One Seven, LLC | 35,427 | $174.4 萬 | 0.10% | +1,562+4.6% | 加碼 |
| Brevan Howard Capital Management LP | 35,435 | $174.4 萬 | 0.18% | +35,435 | 新進 |
| Brighton Jones LLC | 35,672 | $175.6 萬 | 0.07% | +1,863+5.5% | 加碼 |
| Venture Visionary Partners LLC | 35,691 | $175.7 萬 | 0.09% | +3,970+12.5% | 加碼 |
| Avestar Capital, LLC | 36,159 | $178.0 萬 | 0.22% | +1,362+3.9% | 加碼 |
| Keystone Wealth Services, LLC | 36,185 | $178.1 萬 | 0.61% | +2,131+6.3% | 加碼 |
| One Capital Management, LLC | 36,268 | $178.5 萬 | 0.07% | +228+0.6% | 加碼 |
| Retirement Planning Co of New England, Inc. | 36,722 | $180.7 萬 | 0.81% | +618+1.7% | 加碼 |
| Azimuth Capital Investment Management LLC | 36,758 | $180.9 萬 | 0.08% | +197+0.5% | 加碼 |
| Warren Averett Asset Management, LLC | 36,776 | $181.0 萬 | 0.07% | +20,705+128.8% | 加碼 |
| Stonegate Investment Group, LLC | 37,014 | $182.2 萬 | 0.06% | −1,753−4.5% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,084 | $182.5 萬 | 0.33% | +440+1.2% | 加碼 |
| DFPG Investments, LLC | 37,658 | $183.3 萬 | 0.14% | −2,322−5.8% | 減碼 |
| Delap Wealth Advisory, LLC | 37,414 | $184.2 萬 | 0.83% | +19,064+103.9% | 加碼 |
| Banque Cantonale Vaudoise | 37,451 | $184.4 萬 | 0.08% | −42,393−53.1% | 減碼 |
| Yarbrough Capital, LLC | 37,485 | $184.5 萬 | 0.10% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 37,552 | $184.8 萬 | 0.57% | −648−1.7% | 減碼 |
| Quantitative Investment Management, LLC | 37,727 | $185.6 萬 | 0.11% | +37,727 | 新進 |
| Crestwood Advisors Group LLC | 37,756 | $185.8 萬 | 0.04% | −3,036−7.4% | 減碼 |
| Hyman Charles D | 37,900 | $186.5 萬 | 0.11% | −1,949−4.9% | 減碼 |
| Evercore Wealth Management, LLC | 37,976 | $186.9 萬 | 0.03% | −246−0.6% | 減碼 |
| Advisors Asset Management, Inc. | 38,297 | $188.5 萬 | 0.04% | +4,165+12.2% | 加碼 |
| Johnson Financial Group, Inc. | 38,342 | $188.7 萬 | 0.10% | +4,920+14.7% | 加碼 |
| CAPROCK Group, Inc. | 38,451 | $189.3 萬 | 0.12% | +535+1.4% | 加碼 |
| Heartland Advisors Inc | 38,625 | $190.1 萬 | 0.10% | −2,657−6.4% | 減碼 |
| Cunning Capital Partners, LP | 38,675 | $190.4 萬 | 1.19% | 00.0% | 不變 |
| Iams Wealth Management, LLC | 38,831 | $191.1 萬 | 1.24% | −3,176−7.6% | 減碼 |
| First National Advisers, LLC | 38,832 | $191.2 萬 | 0.55% | +14,289+58.2% | 加碼 |
| Cigna Investments Inc | 39,081 | $192.3 萬 | 0.40% | −259−0.7% | 減碼 |
| Foster Group, Inc. | 47,146 | $192.6 萬 | 0.12% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 39,289 | $193.4 萬 | 0.51% | +4,466+12.8% | 加碼 |
| Pallas Capital Advisors LLC | 39,502 | $194.4 萬 | 0.10% | +39,502 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 39,802 | $195.9 萬 | 0.08% | −17,842−31.0% | 減碼 |
| Hedges Asset Management LLC | 40,100 | $197.4 萬 | 1.54% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 40,354 | $198.6 萬 | 0.10% | −14,950−27.0% | 減碼 |
| Oppenheimer & Co Inc | 40,366 | $198.7 萬 | 0.04% | −1,658−3.9% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,404 | $198.9 萬 | 0.61% | −7,447−15.6% | 減碼 |
| Capital International Sarl | 40,688 | $200.3 萬 | 0.08% | −1,666−3.9% | 減碼 |
| Marks Group Wealth Management, Inc | 40,752 | $200.6 萬 | 0.23% | −4,147−9.2% | 減碼 |
| Wealthspire Advisors, LLC | 40,810 | $200.9 萬 | 0.03% | +25,448+165.7% | 加碼 |
| Cohen Investment Advisors LLC | 40,880 | $201.2 萬 | 1.48% | −2,571−5.9% | 減碼 |
| Shayne & Co., LLC | 40,977 | $201.7 萬 | 0.63% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 41,084 | $202.2 萬 | 0.45% | −27,445−40.0% | 減碼 |
| 3Chopt Investment Partners, LLC | 41,209 | $202.8 萬 | 0.75% | +3,119+8.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 41,250 | $203.0 萬 | 0.38% | +4,038+10.9% | 加碼 |
| Thoroughbred Financial Services, LLC | 41,265 | $203.1 萬 | 0.16% | +3,623+9.6% | 加碼 |
| Quadrant Capital Group LLC | 41,268 | $203.1 萬 | 0.17% | +15,742+61.7% | 加碼 |
| HM Payson & Co | 41,282 | $203.2 萬 | 0.04% | −1,558−3.6% | 減碼 |
| Insigneo Advisory Services, LLC | 41,564 | $204.6 萬 | 0.29% | +12,678+43.9% | 加碼 |
| Convergence Investment Partners, LLC | 41,628 | $204.9 萬 | 1.07% | +26,891+182.5% | 加碼 |
| Round Hill Asset Management | 41,777 | $205.6 萬 | 1.29% | −185−0.4% | 減碼 |
| Premier Path Wealth Partners, LLC | 41,963 | $205.7 萬 | 0.46% | +41,963 | 新進 |
| Meridian Wealth Partners, LLC | 41,935 | $206.4 萬 | 0.39% | +540+1.3% | 加碼 |
| Wynn Capital, LLC | 41,989 | $206.7 萬 | 1.69% | +41,989 | 新進 |
| United Asset Strategies, Inc. | 42,172 | $207.6 萬 | 0.23% | −1,509−3.5% | 減碼 |
| Haverford Trust Co | 42,194 | $207.7 萬 | 0.02% | +406+1.0% | 加碼 |
| Franklin Street Advisors Inc | 42,383 | $208.6 萬 | 0.17% | 00.0% | 不變 |