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 |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 56,867 | $279.5 萬 | 0.85% | −1,491−2.6% | 減碼 |
| Mitchell Sinkler & Starr | 56,875 | $279.9 萬 | 0.51% | +1,750+3.2% | 加碼 |
| Profund Advisors LLC | 57,111 | $281.1 萬 | 0.12% | +12,342+27.6% | 加碼 |
| Edgestream Partners, L.P. | 57,411 | $282.6 萬 | 0.20% | +28,566+99.0% | 加碼 |
| Cidel Asset Management Inc | 57,704 | $284.0 萬 | 0.12% | +50,204+669.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 57,736 | $284.2 萬 | 0.04% | −3,811−6.2% | 減碼 |
| S&CO Inc | 57,823 | $284.6 萬 | 0.22% | −2,650−4.4% | 減碼 |
| Montag A & Associates Inc | 58,502 | $287.9 萬 | 0.16% | +2,215+3.9% | 加碼 |
| Lowe Brockenbrough & Co Inc | 59,045 | $290.6 萬 | 0.23% | +1,548+2.7% | 加碼 |
| Mark Asset Management LP | 59,915 | $294.9 萬 | 0.48% | +59,915 | 新進 |
| Twin Tree Management, LP | 59,923 | $294.9 萬 | 0.05% | +59,923 | 新進 |
| Smith, Salley & Associates | 60,470 | $297.6 萬 | 0.19% | +14,979+32.9% | 加碼 |
| Huntington National Bank | 60,575 | $298.2 萬 | 0.03% | −11,525−16.0% | 減碼 |
| Golden State Equity Partners | 60,646 | $298.5 萬 | 0.72% | −352−0.6% | 減碼 |
| DoubleLine ETF Adviser LP | 60,696 | $298.7 萬 | 0.86% | +4,344+7.7% | 加碼 |
| Pinnacle Financial Partners Inc | 61,100 | $300.7 萬 | 0.07% | +339+0.6% | 加碼 |
| Boston Private Wealth LLC | 61,128 | $300.9 萬 | 0.07% | +1,599+2.7% | 加碼 |
| IMS Capital Management | 61,283 | $301.6 萬 | 1.48% | 00.0% | 不變 |
| HB Wealth Management, LLC | 62,412 | $307.2 萬 | 0.04% | −638−1.0% | 減碼 |
| Park Avenue Securities LLC | 62,838 | $309.3 萬 | 0.04% | +5,617+9.8% | 加碼 |
| Teza Capital Management LLC | 63,095 | $310.6 萬 | 0.52% | +35,827+131.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 63,103 | $310.6 萬 | 0.05% | −90,320−58.9% | 減碼 |
| Lee Danner & Bass Inc | 63,129 | $310.7 萬 | 0.27% | −5,280−7.7% | 減碼 |
| Kingsview Wealth Management, LLC | 63,669 | $313.4 萬 | 0.09% | −10,411−14.1% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 63,725 | $313.7 萬 | 0.79% | +6,676+11.7% | 加碼 |
| Bleakley Financial Group, LLC | 63,769 | $313.9 萬 | 0.10% | −3,446−5.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 64,517 | $317.6 萬 | 0.05% | +29,580+84.7% | 加碼 |
| Oldfather Financial Services, LLC | 64,800 | $318.9 萬 | 1.42% | +40.0% | 加碼 |
| Axxcess Wealth Management, LLC | 65,453 | $322.2 萬 | 0.10% | +12,026+22.5% | 加碼 |
| Argent Trust Co | 65,863 | $324.2 萬 | 0.16% | −9,075−12.1% | 減碼 |
| Karpas Strategies, LLC | 66,227 | $326.0 萬 | 1.08% | +301+0.5% | 加碼 |
| SWS Partners | 66,276 | $326.2 萬 | 1.06% | −6,041−8.4% | 減碼 |
| Daymark Wealth Partners, LLC | 67,346 | $331.5 萬 | 0.20% | −4,156−5.8% | 減碼 |
| Jump Financial, LLC | 67,891 | $334.2 萬 | 0.11% | +67,891 | 新進 |
| Independent Advisor Alliance | 69,393 | $334.8 萬 | 0.12% | −1,200−1.7% | 減碼 |
| Welch & Forbes LLC | 68,032 | $334.9 萬 | 0.05% | −3,446−4.8% | 減碼 |
| Bayesian Capital Management, LP | 68,302 | $336.2 萬 | 0.36% | +68,302 | 新進 |
| HighPoint Advisor Group LLC | 59,273 | $336.3 萬 | 0.24% | +59,273 | 新進 |
| Sawtooth Solutions, LLC | 68,768 | $338.5 萬 | 0.09% | +1,553+2.3% | 加碼 |
| Culbertson A N & Co Inc | 69,227 | $340.7 萬 | 0.63% | −4,500−6.1% | 減碼 |
| Slagle Financial, LLC | 138,594 | $341.1 萬 | 1.95% | +68,356+97.3% | 加碼 |
| Apollon Wealth Management, LLC | 69,902 | $344.1 萬 | 0.12% | +21,113+43.3% | 加碼 |
| Wedbush Securities Inc | 70,504 | $347.0 萬 | 0.15% | +12,469+21.5% | 加碼 |
| Greenleaf Trust | 70,566 | $347.3 萬 | 0.04% | +1,229+1.8% | 加碼 |
| Engineers Gate Manager LP | 70,825 | $348.6 萬 | 0.10% | +30,752+76.7% | 加碼 |
| FDx Advisors, Inc. | 71,704 | $352.9 萬 | 0.27% | +10,971+18.1% | 加碼 |
| Bradley Foster & Sargent Inc | 72,095 | $354.8 萬 | 0.07% | −4,088−5.4% | 減碼 |
| Guardian Capital Advisors LP | 71,540 | $357.1 萬 | 0.37% | −2,212−3.0% | 減碼 |
| Kerrisdale Advisers, LLC | 72,621 | $357.4 萬 | 1.06% | 00.0% | 不變 |
| Maven Securities LTD | 72,628 | $357.5 萬 | 0.41% | −12,244−14.4% | 減碼 |
| Veriti Management LLC | 72,724 | $357.9 萬 | 0.32% | +9,522+15.1% | 加碼 |
| Portside Wealth Group, LLC | 72,790 | $358.3 萬 | 0.67% | −6,419−8.1% | 減碼 |
| Synovus Financial Corp | 72,863 | $358.7 萬 | 0.05% | −49,074−40.2% | 減碼 |
| Toroso Investments, LLC | 72,924 | $358.9 萬 | 0.09% | +5,752+8.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 73,322 | $360.9 萬 | 0.16% | +22,660+44.7% | 加碼 |
| Advisory Services Network, LLC | 74,171 | $365.1 萬 | 0.09% | −4,795−6.1% | 減碼 |
| HighMark Wealth Management LLC | 74,857 | $368.4 萬 | 2.72% | −40−0.1% | 減碼 |
| Connable Office Inc | 75,766 | $372.9 萬 | 0.45% | −3,414−4.3% | 減碼 |
| Lawson Kroeker Investment Management Inc | 75,839 | $373.3 萬 | 0.77% | +1,225+1.6% | 加碼 |
| Peapack Gladstone Financial Corp | 75,989 | $374.0 萬 | 0.06% | −2,451−3.1% | 減碼 |
| Principal Securities, Inc. | 76,346 | $375.8 萬 | 0.14% | +76,346 | 新進 |
| Cetera Advisors LLC | 76,495 | $376.5 萬 | 0.05% | −3,229−4.1% | 減碼 |
| Level Four Advisory Services, LLC | 76,684 | $377.4 萬 | 0.21% | −4,421−5.5% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $379.0 萬 | 0.52% | 00.0% | 不變 |
| Vestcor Inc | 77,634 | $382.1 萬 | 0.13% | −838−1.1% | 減碼 |
| Weik Capital Management | 77,898 | $383.4 萬 | 1.77% | −400−0.5% | 減碼 |
| Verition Fund Management LLC | 78,183 | $384.8 萬 | 0.04% | −204,382−72.3% | 減碼 |
| River & Mercantile Asset Management LLP | 78,333 | $385.6 萬 | 0.73% | −4,233−5.1% | 減碼 |
| Shelton Capital Management | 79,213 | $389.9 萬 | 0.12% | −15,112−16.0% | 減碼 |
| LGT Group Foundation | 78,963 | $390.7 萬 | 0.09% | +25,618+48.0% | 加碼 |
| Capstone Investment Advisors, LLC | 79,462 | $391.1 萬 | 0.07% | −93,741−54.1% | 減碼 |
| MAI Capital Management | 80,648 | $397.0 萬 | 0.05% | +400.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 82,227 | $404.7 萬 | 0.22% | +4,532+5.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 82,461 | $405.9 萬 | 0.05% | +51,484+166.2% | 加碼 |
| RFG Advisory, LLC | 82,627 | $406.7 萬 | 0.16% | +307+0.4% | 加碼 |
| NWF Advisory Services Inc. | 83,139 | $409.2 萬 | 0.81% | −1,984−2.3% | 減碼 |
| Asio Capital, LLC | 83,180 | $409.4 萬 | 0.96% | +972+1.2% | 加碼 |
| Horizon Investments, LLC | 83,841 | $409.8 萬 | 0.11% | +16,404+24.3% | 加碼 |
| Bessemer Group Inc | 83,607 | $411.5 萬 | 0.01% | +594+0.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 83,706 | $412.0 萬 | 0.38% | −16,667−16.6% | 減碼 |
| Allworth Financial LP | 83,918 | $413.0 萬 | 0.03% | +2,021+2.5% | 加碼 |
| Twin Capital Management Inc | 84,616 | $416.5 萬 | 0.55% | −3,812−4.3% | 減碼 |
| Point72 Middle East FZE | 84,749 | $417.1 萬 | 0.29% | +84,749 | 新進 |
| Savant Capital, LLC | 84,816 | $417.5 萬 | 0.05% | −1,381−1.6% | 減碼 |
| Regions Financial Corp | 84,895 | $417.9 萬 | 0.03% | −24,880−22.7% | 減碼 |
| Steel Peak Wealth Management LLC | 85,236 | $419.5 萬 | 0.25% | −210,949−71.2% | 減碼 |
| Woodward Diversified Capital, LLC | 85,513 | $420.9 萬 | 2.64% | 00.0% | 不變 |
| Nomura Holdings Inc | 85,662 | $421.6 萬 | 0.04% | +79,544+1,300.2% | 加碼 |
| Graham Capital Management, L.P. | 85,688 | $421.8 萬 | 0.13% | +85,688 | 新進 |
| Wesleyan Assurance Society | 86,500 | $425.8 萬 | 0.42% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 87,010 | $428.3 萬 | 0.08% | +66,651+327.4% | 加碼 |
| Assenagon Asset Management S.A. | 87,148 | $428.9 萬 | 0.01% | −283−0.3% | 減碼 |
| Richard Bernstein Advisors LLC | 87,213 | $429.3 萬 | 0.10% | +53+0.1% | 加碼 |
| Continental Advisors LLC | 87,906 | $432.7 萬 | 3.90% | +3,500+4.1% | 加碼 |
| Gifford Fong Associates | 88,052 | $433.4 萬 | 0.92% | 00.0% | 不變 |
| Altrafin AG | 88,560 | $435.9 萬 | 1.68% | −620−0.7% | 減碼 |
| Tiaa Trust, National Association | 88,669 | $436.4 萬 | 0.01% | −16,131−15.4% | 減碼 |
| Mill Capital Management, LLC | 88,788 | $437.0 萬 | 0.39% | −372−0.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 89,076 | $438.4 萬 | 0.16% | −4,865−5.2% | 減碼 |
| Atlantic Union Bankshares Corp | 89,513 | $440.6 萬 | 0.41% | +36,044+67.4% | 加碼 |