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 |
|---|---|---|---|---|---|
| Concentric Wealth Management, LLC | 89,846 | $442.2 萬 | 1.28% | −354−0.4% | 減碼 |
| Benson Investment Management Company, Inc. | 90,109 | $443.5 萬 | 2.27% | +546+0.6% | 加碼 |
| Callan Family Office, LLC | 90,522 | $445.5 萬 | 1.10% | +155+0.2% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 90,570 | $445.8 萬 | 0.49% | −1,993−2.2% | 減碼 |
| Western Financial Corp | 90,877 | $447.3 萬 | 2.99% | −313−0.3% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $447.4 萬 | 0.18% | 00.0% | 不變 |
| Semmax Financial Advisors Inc. | 92,346 | $448.7 萬 | 1.63% | −7,366−7.4% | 減碼 |
| Alpha DNA Investment Management LLC | 91,700 | $451.3 萬 | 2.68% | +10,869+13.4% | 加碼 |
| Elgethun Capital Management | 91,832 | $451.9 萬 | 1.28% | −938−1.0% | 減碼 |
| Brookmont Capital Management | 92,027 | $453.0 萬 | 2.54% | −2,448−2.6% | 減碼 |
| Sendero Wealth Management, LLC | 92,754 | $456.5 萬 | 0.86% | +54,932+145.2% | 加碼 |
| Bahl & Gaynor Inc | 93,475 | $460.1 萬 | 0.03% | −4,152−4.3% | 減碼 |
| Mach-1 Financial Group, Inc. | 93,487 | $460.1 萬 | 1.75% | +9,674+11.5% | 加碼 |
| Capital Markets Trading UK LLP | 93,596 | $460.7 萬 | 3.40% | +30,653+48.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 93,775 | $461.6 萬 | 0.12% | +7,848+9.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 94,058 | $463.0 萬 | 0.09% | +17,458+22.8% | 加碼 |
| Cloverfields Capital Group, LP | 94,222 | $463.8 萬 | 1.82% | +94,222 | 新進 |
| Factorial Partners, LLC | 94,800 | $466.6 萬 | 2.95% | +1,000+1.1% | 加碼 |
| FJ Investments, LLC | 94,900 | $467.1 萬 | 0.22% | +94,900 | 新進 |
| Bell & Brown Wealth Advisors, LLC | 95,028 | $467.7 萬 | 2.17% | +95,028 | 新進 |
| Clayton Partners LLC | 95,036 | $467.8 萬 | 3.79% | −4,945−4.9% | 減碼 |
| Quadrature Capital Ltd | 95,885 | $472.0 萬 | 0.09% | +2,074+2.2% | 加碼 |
| Winslow Asset Management Inc | 96,290 | $473.9 萬 | 0.96% | +1,432+1.5% | 加碼 |
| Walleye Trading LLC | 96,405 | $474.5 萬 | 0.07% | −288,098−74.9% | 減碼 |
| Madison Asset Management, LLC | 96,684 | $475.9 萬 | 0.06% | −1,835−1.9% | 減碼 |
| Stephens Inc | 97,338 | $479.1 萬 | 0.08% | +1,931+2.0% | 加碼 |
| Siemens Fonds Invest GmbH | 98,243 | $483.6 萬 | 0.40% | +42,931+77.6% | 加碼 |
| Apexium Financial, LP | 98,525 | $484.9 萬 | 0.35% | +20.0% | 加碼 |
| Barr E S & Co | 98,889 | $486.7 萬 | 0.33% | −2,450−2.4% | 減碼 |
| Harvest Portfolios Group Inc. | 99,201 | $488.3 萬 | 0.21% | −10,932−9.9% | 減碼 |
| Banco Santander, S.A. | 99,226 | $488.4 萬 | 0.06% | −2,593−2.5% | 減碼 |
| PFG Advisors | 99,370 | $489.1 萬 | 0.39% | −593−0.6% | 減碼 |
| iA Global Asset Management Inc. | 99,596 | $490.2 萬 | 0.11% | +35,054+54.3% | 加碼 |
| TD Private Client Wealth LLC | 99,826 | $491.3 萬 | 0.18% | −12,843−11.4% | 減碼 |
| Acadian Asset Management LLC | 100,062 | $492.0 萬 | 0.02% | −16,525−14.2% | 減碼 |
| Mendon Capital Advisors Corp | 100,000 | $492.2 萬 | 2.31% | +100,000 | 新進 |
| Morningstar Investment Management LLC | 100,396 | $494.1 萬 | 0.57% | +100,396 | 新進 |
| Dorchester Wealth Management Co | 100,683 | $495.6 萬 | 0.92% | −1,435−1.4% | 減碼 |
| Hutchinson Capital Management | 100,865 | $496.5 萬 | 1.08% | −6,795−6.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 101,401 | $499.1 萬 | 0.06% | +3,093+3.1% | 加碼 |
| Whittier Trust Co | 103,106 | $507.5 萬 | 0.08% | −16,712−13.9% | 減碼 |
| Prospera Financial Services Inc | 103,348 | $508.7 萬 | 0.17% | −200.0% | 減碼 |
| Unison Asset Management LLC | 103,522 | $509.5 萬 | 2.99% | 00.0% | 不變 |
| First National Bank of Omaha | 104,768 | $515.7 萬 | 0.33% | −2,891−2.7% | 減碼 |
| Procyon Private Wealth Partners, LLC | 105,457 | $519.1 萬 | 0.44% | +2,464+2.4% | 加碼 |
| Duality Advisers, LP | 106,277 | $523.1 萬 | 0.55% | +106,277 | 新進 |
| California First Leasing Corp | 106,400 | $523.7 萬 | 2.78% | 00.0% | 不變 |
| United Services Automobile Association | 107,249 | $527.9 萬 | 0.12% | +9,343+9.5% | 加碼 |
| King Luther Capital Management Corp | 107,365 | $528.5 萬 | 0.03% | −618−0.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 107,634 | $529.8 萬 | 0.33% | −8,923−7.7% | 減碼 |
| NBW Capital LLC | 109,009 | $536.5 萬 | 1.17% | −382−0.3% | 減碼 |
| Rathbone Brothers plc | 111,397 | $548.3 萬 | 0.04% | −4,624−4.0% | 減碼 |
| Cynosure Management, LLC | 111,611 | $549.4 萬 | 0.99% | −28,730−20.5% | 減碼 |
| Alberta Investment Management Corp | 112,175 | $552.1 萬 | 0.05% | +27,375+32.3% | 加碼 |
| Thompson Investment Management, Inc. | 114,376 | $563.0 萬 | 0.91% | −1,423−1.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 114,951 | $565.8 萬 | 0.15% | −534−0.5% | 減碼 |
| Providence Capital Advisors, LLC | 115,410 | $568.1 萬 | 1.36% | +111,359+2,748.9% | 加碼 |
| Hoey Investments, Inc | 115,488 | $568.4 萬 | 1.61% | −2,845−2.4% | 減碼 |
| Stoneridge Investment Partners LLC | 116,203 | $572.0 萬 | 2.41% | +48,723+72.2% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 116,224 | $572.1 萬 | 0.70% | +300+0.3% | 加碼 |
| RMB Capital Management, LLC | 116,322 | $572.5 萬 | 0.17% | +49,893+75.1% | 加碼 |
| Quantinno Capital Management LP | 117,284 | $577.3 萬 | 0.20% | +9,499+8.8% | 加碼 |
| Beacon Financial Group | 118,210 | $581.8 萬 | 0.71% | −14,129−10.7% | 減碼 |
| Bard Financial Services, Inc. | 119,360 | $587.5 萬 | 0.66% | +6,520+5.8% | 加碼 |
| Chartwell Investment Partners, LLC | 120,644 | $593.8 萬 | 0.21% | +13,187+12.3% | 加碼 |
| Lido Advisors, LLC | 122,028 | $600.6 萬 | 0.06% | +5,320+4.6% | 加碼 |
| Crestline Management, LP | 122,489 | $602.9 萬 | 0.56% | −47,511−27.9% | 減碼 |
| Baxter Bros Inc | 122,697 | $603.9 萬 | 0.84% | −789−0.6% | 減碼 |
| Ieq Capital, LLC | 122,722 | $604.0 萬 | 0.10% | +14,514+13.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 123,399 | $607.4 萬 | 0.13% | +18,421+17.5% | 加碼 |
| Avantax Advisory Services, Inc. | 124,265 | $611.6 萬 | 0.06% | +12,614+11.3% | 加碼 |
| Integrated Wealth Concepts LLC | 124,279 | $611.7 萬 | 0.10% | +15,546+14.3% | 加碼 |
| Sicart Associates LLC | 125,775 | $619.1 萬 | 2.37% | −1,320−1.0% | 減碼 |
| Robinson Value Management, Ltd. | 126,141 | $620.9 萬 | 4.08% | +65,937+109.5% | 加碼 |
| Qsemble Capital Management, LP | 126,439 | $622.3 萬 | 1.56% | +21,139+20.1% | 加碼 |
| Focus Financial Network Inc | 126,523 | $622.7 萬 | 0.23% | +126,523 | 新進 |
| ExodusPoint Capital Management, LP | 126,933 | $624.8 萬 | 0.08% | −636,538−83.4% | 減碼 |
| Uncommon Cents Investing LLC | 127,484 | $627.5 萬 | 2.08% | −380−0.3% | 減碼 |
| Vinva Investment Management Ltd | 126,868 | $627.7 萬 | 0.44% | +18,952+17.6% | 加碼 |
| Norinchukin Bank, The | 127,546 | $627.8 萬 | 0.15% | −13,286−9.4% | 減碼 |
| Chesley Taft & Associates LLC | 128,135 | $630.7 萬 | 0.35% | −1,193−0.9% | 減碼 |
| Kovitz Investment Group Partners, LLC | 128,879 | $634.3 萬 | 0.11% | +6,886+5.6% | 加碼 |
| Long Focus Capital Management, LLC | 128,900 | $634.4 萬 | 0.82% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 129,380 | $636.8 萬 | 0.45% | +3,520+2.8% | 加碼 |
| Eisler Capital (UK) Ltd. | 130,215 | $640.9 萬 | 0.58% | −373,048−74.1% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 130,410 | $641.9 萬 | 0.36% | +24,720+23.4% | 加碼 |
| Hikari Power Ltd | 130,460 | $642.1 萬 | 0.61% | −49,880−27.7% | 減碼 |
| Brinker Capital Investments, LLC | 128,739 | $642.7 萬 | 0.07% | +11,259+9.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 128,739 | $642.7 萬 | 0.07% | +11,259+9.6% | 加碼 |
| Tower Bridge Advisors | 131,138 | $645.5 萬 | 0.56% | −1,315−1.0% | 減碼 |
| Groupama Asset Managment | 131,150 | $645.7 萬 | 0.17% | +131,150 | 新進 |
| tru Independence LLC | 132,129 | $650.3 萬 | 1.97% | −2,233−1.7% | 減碼 |
| Tufton Capital Management | 133,097 | $655.1 萬 | 1.37% | −8,055−5.7% | 減碼 |
| Wedmont Private Capital | 131,414 | $656.0 萬 | 0.54% | +9,857+8.1% | 加碼 |
| Credit Agricole S A | 133,319 | $656.2 萬 | 0.14% | +56,969+74.6% | 加碼 |
| Empirical Finance, LLC | 133,412 | $656.7 萬 | 0.46% | +240.0% | 加碼 |
| Varma Mutual Pension Insurance Co | 134,300 | $661.0 萬 | 0.07% | +134,300 | 新進 |
| Eagle Asset Management Inc | 135,003 | $664.5 萬 | 0.04% | +122,490+978.9% | 加碼 |
| Estabrook Capital Management | 135,433 | $666.6 萬 | 1.09% | −355−0.3% | 減碼 |
| Institutional & Family Asset Management, LLC | 135,757 | $668.2 萬 | 1.10% | −492−0.4% | 減碼 |