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 |
|---|---|---|---|---|---|
| Gs Investments, Inc. | 42,400 | $208.7 萬 | 1.09% | 00.0% | 不變 |
| Bank of Stockton | 43,741 | $210.5 萬 | 0.70% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 42,975 | $211.5 萬 | 0.13% | +7,898+22.5% | 加碼 |
| Pictet Bank & Trust Ltd | 43,164 | $212.5 萬 | 2.15% | −9,176−17.5% | 減碼 |
| NBT Bank N A | 43,303 | $213.1 萬 | 0.17% | +1,401+3.3% | 加碼 |
| Naviter Wealth, LLC | 43,394 | $213.6 萬 | 0.43% | +6,262+16.9% | 加碼 |
| Meeder Advisory Services, Inc. | 43,491 | $214.1 萬 | 0.25% | +1,948+4.7% | 加碼 |
| Xcel Wealth Management, LLC | 43,810 | $215.6 萬 | 0.76% | −1,300−2.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 43,900 | $216.1 萬 | 0.21% | −12,130−21.6% | 減碼 |
| Lincoln National Corp | 44,166 | $217.4 萬 | 0.04% | +380+0.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 43,606 | $217.7 萬 | 0.08% | −36−0.1% | 減碼 |
| Centaurus Financial, Inc. | 44,299 | $218.0 萬 | 0.17% | −642−1.4% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $218.1 萬 | 0.02% | −8,085−15.4% | 減碼 |
| White Pine Capital LLC | 44,427 | $218.7 萬 | 0.84% | −3,097−6.5% | 減碼 |
| Burney Co | 44,678 | $219.9 萬 | 0.09% | −53,580−54.5% | 減碼 |
| Merit Financial Group, LLC | 44,844 | $220.7 萬 | 0.07% | −28,397−38.8% | 減碼 |
| IFP Advisors, Inc | 45,045 | $221.7 萬 | 0.10% | +5,117+12.8% | 加碼 |
| KCM Investment Advisors LLC | 45,082 | $221.9 萬 | 0.09% | −2,813−5.9% | 減碼 |
| Kuhn & Co Investment Counsel | 45,101 | $222.0 萬 | 2.27% | +45,101 | 新進 |
| Ritholtz Wealth Management | 45,135 | $222.2 萬 | 0.09% | +1,426+3.3% | 加碼 |
| Choate Investment Advisors | 45,136 | $222.2 萬 | 0.07% | +798+1.8% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 45,080 | $222.9 萬 | 1.01% | −1,135−2.5% | 減碼 |
| Fiduciary Trust Co | 45,366 | $223.3 萬 | 0.04% | −2,597−5.4% | 減碼 |
| FineMark National Bank & Trust | 45,431 | $223.6 萬 | 0.09% | +32,942+263.8% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 45,500 | $224.0 萬 | 0.31% | −755,000−94.3% | 減碼 |
| Mission Wealth Management, LP | 45,503 | $224.0 萬 | 0.07% | +1,963+4.5% | 加碼 |
| Snowden Capital Advisors LLC | 45,576 | $224.3 萬 | 0.09% | −13,332−22.6% | 減碼 |
| St. Louis Financial Planners Asset Management, LLC | 45,680 | $224.8 萬 | 2.09% | +45,680 | 新進 |
| Union Heritage Capital, LLC | 45,970 | $226.3 萬 | 1.17% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 48,370 | $226.5 萬 | 0.09% | +3,755+8.4% | 加碼 |
| Easterly Investment Partners LLC | 46,224 | $227.5 萬 | 0.24% | −309−0.7% | 減碼 |
| HTLF Bank | 46,272 | $227.8 萬 | 0.27% | +46,272 | 新進 |
| Pavion Blue Capital, LLC | 46,507 | $228.9 萬 | 1.26% | −656−1.4% | 減碼 |
| Pitcairn Co | 46,658 | $229.7 萬 | 0.17% | +7,677+19.7% | 加碼 |
| YHB Investment Advisors, Inc. | 47,032 | $231.5 萬 | 0.22% | −108,421−69.7% | 減碼 |
| Koss-Olinger Consulting, LLC | 47,048 | $231.6 萬 | 0.23% | +23,175+97.1% | 加碼 |
| Coppell Advisory Solutions LLC | 47,235 | $232.5 萬 | 0.47% | +17,558+59.2% | 加碼 |
| Pring Turner Capital Group Inc | 47,238 | $232.5 萬 | 1.78% | −750−1.6% | 減碼 |
| Trust Asset Management LLC | 47,346 | $233.0 萬 | 0.23% | 00.0% | 不變 |
| Somerset Group LLC | 47,629 | $234.4 萬 | 1.97% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 47,709 | $234.8 萬 | 0.05% | +22,200+87.0% | 加碼 |
| Stableford Capital II LLC | 48,026 | $235.5 萬 | 1.01% | +561+1.2% | 加碼 |
| Argyle Capital Management Inc. | 48,043 | $236.5 萬 | 0.98% | −10,000−17.2% | 減碼 |
| Peoples Bank | 48,104 | $236.8 萬 | 1.90% | −1,585−3.2% | 減碼 |
| Mount Lucas Management LP | 48,512 | $238.8 萬 | 0.84% | +48,512 | 新進 |
| Global Frontier Investments LLC | 48,661 | $239.5 萬 | 0.82% | 00.0% | 不變 |
| Signaturefd, LLC | 48,810 | $240.2 萬 | 0.06% | +5,950+13.9% | 加碼 |
| Transcend Wealth Collective, LLC | 48,862 | $240.5 萬 | 0.21% | −2,738−5.3% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 49,060 | $241.5 萬 | 0.15% | +1,353+2.8% | 加碼 |
| Jackson Hole Capital Partners, LLC | 49,096 | $241.7 萬 | 0.62% | +15,413+45.8% | 加碼 |
| Lakeview Capital Partners, LLC | 49,363 | $243.0 萬 | 0.43% | +1,333+2.8% | 加碼 |
| Clearstead Advisors, LLC | 49,366 | $243.0 萬 | 0.13% | −857−1.7% | 減碼 |
| Sumitomo Life Insurance Co | 49,606 | $244.2 萬 | 0.08% | −2,575−4.9% | 減碼 |
| RSM US Wealth Management LLC | 49,733 | $244.8 萬 | 0.07% | +5,527+12.5% | 加碼 |
| Iat Reinsurance Co Ltd. | 50,000 | $246.1 萬 | 0.46% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,010 | $246.2 萬 | 0.15% | −488−1.0% | 減碼 |
| Waterloo Capital, L.P. | 50,228 | $247.2 萬 | 0.40% | +50,228 | 新進 |
| Forum Financial Management, LP | 50,579 | $249.0 萬 | 0.05% | −529−1.0% | 減碼 |
| Associated Banc-Corp | 50,607 | $249.1 萬 | 0.09% | +3,419+7.2% | 加碼 |
| Trust Point Inc. | 50,765 | $249.9 萬 | 0.21% | +50,765 | 新進 |
| Brown Brothers Harriman & Co | 51,055 | $251.3 萬 | 0.02% | −3,210−5.9% | 減碼 |
| London Co of Virginia | 51,245 | $252.2 萬 | 0.01% | −4,337−7.8% | 減碼 |
| Checchi Capital Advisers, LLC | 51,252 | $252.3 萬 | 0.20% | +885+1.8% | 加碼 |
| Aft, Forsyth & Sober, LLC | 51,500 | $253.5 萬 | 0.98% | 00.0% | 不變 |
| NEOS Investment Management LLC | 51,539 | $253.7 萬 | 0.24% | +11,375+28.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,998 | $255.9 萬 | 0.01% | 00.0% | 不變 |
| Qtron Investments LLC | 52,002 | $256.0 萬 | 0.42% | +9,444+22.2% | 加碼 |
| Summit Trail Advisors, LLC | 52,041 | $256.1 萬 | 0.08% | +714+1.4% | 加碼 |
| NorthRock Partners, LLC | 52,067 | $256.3 萬 | 0.11% | +20,867+66.9% | 加碼 |
| Clear Harbor Asset Management, LLC | 52,268 | $257.3 萬 | 0.25% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 52,402 | $257.9 萬 | 0.68% | −1,300−2.4% | 減碼 |
| D L Carlson Investment Group Inc | 49,864 | $259.5 萬 | 0.53% | +49,864 | 新進 |
| Kingswood Wealth Advisors, LLC | 53,331 | $262.5 萬 | 0.30% | −4,422−7.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 53,363 | $262.7 萬 | 0.04% | +293+0.6% | 加碼 |
| InterOcean Capital Group, LLC | 53,548 | $263.6 萬 | 0.07% | −10,643−16.6% | 減碼 |
| SOL Capital Management CO | 53,643 | $264.0 萬 | 0.36% | −1,600−2.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 53,730 | $264.5 萬 | 0.03% | +10,509+24.3% | 加碼 |
| Meitav Dash Investments Ltd | 53,651 | $264.9 萬 | 0.04% | −1,941−3.5% | 減碼 |
| Central Trust Co | 53,859 | $265.1 萬 | 0.07% | −30.0% | 減碼 |
| Wetherby Asset Management Inc | 54,222 | $266.9 萬 | 0.14% | −2,862−5.0% | 減碼 |
| Vise Technologies, Inc. | 54,331 | $267.4 萬 | 0.58% | +17,258+46.6% | 加碼 |
| Capital Investment Counsel, Inc | 54,456 | $268.0 萬 | 0.47% | −1,227−2.2% | 減碼 |
| Selway Asset Management | 54,600 | $268.7 萬 | 1.13% | 00.0% | 不變 |
| Legato Capital Management LLC | 54,661 | $269.0 萬 | 0.35% | 00.0% | 不變 |
| Perkins Coie Trust Co | 54,732 | $269.4 萬 | 0.68% | −2,745−4.8% | 減碼 |
| Alaska Permanent Fund Corp | 54,733 | $269.4 萬 | 0.04% | −567−1.0% | 減碼 |
| National Asset Management, Inc. | 54,873 | $270.1 萬 | 0.07% | −12,473−18.5% | 減碼 |
| WCG Wealth Advisors LLC | 55,070 | $271.1 萬 | 0.20% | +1,766+3.3% | 加碼 |
| Quad-Cities Investment Group, LLC | 54,383 | $271.5 萬 | 1.68% | +12,893+31.1% | 加碼 |
| Resources Investment Advisors, LLC. | 55,377 | $272.6 萬 | 0.05% | +5,929+12.0% | 加碼 |
| Goelzer Investment Management, Inc. | 55,623 | $273.8 萬 | 0.18% | −1,538−2.7% | 減碼 |
| Empower Advisory Group, LLC | 55,635 | $273.8 萬 | 0.01% | +23,209+71.6% | 加碼 |
| Signet Financial Management, LLC | 55,838 | $274.8 萬 | 0.41% | −150.0% | 減碼 |
| Valeo Financial Advisors, LLC | 55,865 | $275.0 萬 | 0.11% | −10,051−15.2% | 減碼 |
| Stonebridge Capital Advisors LLC | 55,926 | $275.3 萬 | 0.28% | −56−0.1% | 減碼 |
| Van Leeuwen & Company, LLC | 56,225 | $276.7 萬 | 1.61% | −27,697−33.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 56,442 | $277.8 萬 | 0.46% | −5,425−8.8% | 減碼 |
| Capital Investment Advisors, LLC | 56,564 | $278.4 萬 | 0.07% | −397−0.7% | 減碼 |
| Parcion Private Wealth LLC | 56,583 | $278.5 萬 | 0.25% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 56,626 | $278.7 萬 | 0.17% | −8,033−12.4% | 減碼 |