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 |
|---|---|---|---|---|---|
| DCM Advisors, LLC | 135,800 | $668.4 萬 | 2.40% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 123,102 | $672.6 萬 | 0.06% | −7,353−5.6% | 減碼 |
| Tritonpoint Wealth, LLC | 137,294 | $675.8 萬 | 0.66% | +137,294 | 新進 |
| Sowell Financial Services LLC | 137,987 | $679.2 萬 | 0.37% | +24,112+21.2% | 加碼 |
| EP Wealth Advisors, LLC | 138,569 | $682.0 萬 | 0.09% | −1,526−1.1% | 減碼 |
| Trexquant Investment LP | 139,690 | $687.6 萬 | 0.15% | +139,690 | 新進 |
| Picton Mahoney Asset Management | 140,810 | $693.0 萬 | 0.32% | +1,810+1.3% | 加碼 |
| ARGA Investment Management, LP | 142,063 | $699.2 萬 | 0.24% | +142,063 | 新進 |
| New England Asset Management Inc | 142,395 | $700.9 萬 | 1.13% | −13,600−8.7% | 減碼 |
| Edgar Lomax Co | 142,672 | $702.2 萬 | 0.46% | −5,875−4.0% | 減碼 |
| Blume Capital Management, Inc. | 143,603 | $706.8 萬 | 1.88% | +325+0.2% | 加碼 |
| Phoenix Holdings Ltd. | 135,384 | $715.4 萬 | 0.12% | +91,136+206.0% | 加碼 |
| Metropolitan Life Insurance Co | 147,825 | $727.6 萬 | 0.34% | −3,555−2.3% | 減碼 |
| Monte Financial Group, LLC | 148,063 | $728.8 萬 | 3.40% | +408+0.3% | 加碼 |
| Poehling Capital Management, LLC | 148,192 | $729.4 萬 | 2.31% | −454−0.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 149,274 | $734.7 萬 | 0.56% | −6,434−4.1% | 減碼 |
| Highland Capital Management, LLC | 149,289 | $734.8 萬 | 0.46% | +913+0.6% | 加碼 |
| Wealthsource Partners, LLC | 149,605 | $736.4 萬 | 0.48% | −1,509−1.0% | 減碼 |
| RBF Capital, LLC | 150,000 | $738.3 萬 | 0.46% | −20,000−11.8% | 減碼 |
| Salzhauer Michael | 150,773 | $742.1 萬 | 6.67% | +16,575+12.4% | 加碼 |
| Two Sigma Securities, LLC | 151,719 | $746.8 萬 | 0.34% | +98,827+186.8% | 加碼 |
| La Banque Postale Asset Management SA | 152,028 | $748.3 萬 | 0.16% | −41,216−21.3% | 減碼 |
| GTS Securities LLC | 152,468 | $750.4 萬 | 0.16% | −266,472−63.6% | 減碼 |
| Meritage Portfolio Management | 153,911 | $757.5 萬 | 0.50% | −1,379−0.9% | 減碼 |
| Kestra Advisory Services, LLC | 154,618 | $761.0 萬 | 0.06% | −7,779−4.8% | 減碼 |
| Investment Management Corp of Ontario | 155,775 | $766.7 萬 | 0.19% | +155,775 | 新進 |
| Alerus Financial NA | 156,257 | $769.1 萬 | 0.63% | −34,272−18.0% | 減碼 |
| Gibraltar Capital Management, Inc. | 156,411 | $769.9 萬 | 3.28% | +13,424+9.4% | 加碼 |
| CSM Advisors, LLC | 157,722 | $776.3 萬 | 0.56% | −438−0.3% | 減碼 |
| Raymond James Trust N.A. | 158,964 | $782.4 萬 | 0.21% | −1,369−0.9% | 減碼 |
| Olstein Capital Management, L.P. | 160,000 | $787.5 萬 | 1.33% | −30,000−15.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 160,645 | $790.7 萬 | 0.30% | −1,981−1.2% | 減碼 |
| Metis Global Partners, LLC | 161,243 | $793.6 萬 | 0.32% | +20,274+14.4% | 加碼 |
| Hennessy Advisors Inc | 163,600 | $805.2 萬 | 0.41% | −14,500−8.1% | 減碼 |
| Bokf, NA | 163,981 | $807.1 萬 | 0.16% | −7,886−4.6% | 減碼 |
| Hilton Capital Management, LLC | 165,731 | $815.7 萬 | 0.87% | +165,731 | 新進 |
| Consilium Wealth Advisory, LLC | 169,291 | $833.2 萬 | 5.01% | −1,921−1.1% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 169,510 | $834.3 萬 | 3.84% | 00.0% | 不變 |
| Channing Capital Management, LLC | 169,559 | $834.6 萬 | 0.25% | −13,149−7.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 170,410 | $838.8 萬 | 0.03% | +15,126+9.7% | 加碼 |
| Empowered Funds, LLC | 172,805 | $850.5 萬 | 0.21% | +22,357+14.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 174,213 | $854.6 萬 | 0.02% | −34,906−16.7% | 減碼 |
| Ziegler Capital Management, LLC | 179,397 | $883.1 萬 | 0.40% | −11,158−5.9% | 減碼 |
| Adams Asset Advisors, LLC | 181,700 | $894.3 萬 | 1.20% | 00.0% | 不變 |
| Prudential PLC | 181,946 | $895.5 萬 | 0.10% | −45,533−20.0% | 減碼 |
| Sprucegrove Investment Management Ltd | 183,527 | $903.3 萬 | 0.39% | −1,400−0.8% | 減碼 |
| Hillman Capital Management, Inc. | 186,151 | $916.2 萬 | 3.16% | −25,085−11.9% | 減碼 |
| Commerce Bank | 187,532 | $923.0 萬 | 0.07% | −1,734−0.9% | 減碼 |
| JustInvest LLC | 188,560 | $928.1 萬 | 0.24% | −9,386−4.7% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 188,619 | $928.4 萬 | 0.05% | −174,365−48.0% | 減碼 |
| Eagle Global Advisors LLC | 188,712 | $928.8 萬 | 0.56% | −3,922−2.0% | 減碼 |
| SG Americas Securities, LLC | 189,496 | $932.7 萬 | 0.10% | +44,197+30.4% | 加碼 |
| Freestone Capital Holdings, LLC | 190,807 | $939.2 萬 | 0.42% | −11,135−5.5% | 減碼 |
| Sirios Capital Management L P | 192,849 | $949.2 萬 | 1.94% | −124,116−39.2% | 減碼 |
| Perigon Wealth Management, LLC | 193,463 | $952.2 萬 | 0.31% | +1,026+0.5% | 加碼 |
| Grassi Investment Management | 193,999 | $954.9 萬 | 1.00% | −2,020−1.0% | 減碼 |
| New Mexico Educational Retirement Board | 195,216 | $960.9 萬 | 0.37% | 00.0% | 不變 |
| HRT Financial LP | 196,676 | $968.0 萬 | 0.07% | −1,294,504−86.8% | 減碼 |
| Allied Investment Advisors, LLC | 201,425 | $991.4 萬 | 2.70% | +634+0.3% | 加碼 |
| Pinnacle Associates Ltd | 202,013 | $994.3 萬 | 0.17% | −3,188−1.6% | 減碼 |
| Wittenberg Investment Management, Inc. | 202,146 | $995.0 萬 | 3.46% | −29,881−12.9% | 減碼 |
| Farmers & Merchants Investments Inc | 202,734 | $997.9 萬 | 0.36% | −1,515−0.7% | 減碼 |
| Cornerstone Advisors, LLC | 203,700 | $1,003 萬 | 0.44% | −17,200−7.8% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 204,450 | $1,006 萬 | 0.11% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 208,965 | $1,029 萬 | 0.66% | +16,934+8.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 208,971 | $1,029 萬 | 0.01% | +8,702+4.3% | 加碼 |
| First Hawaiian Bank | 210,057 | $1,034 萬 | 0.33% | −3,541−1.7% | 減碼 |
| Balyasny Asset Management LLC | 211,127 | $1,039 萬 | 0.03% | −3,123,080−93.7% | 減碼 |
| Thompson Siegel & Walmsley LLC | 212,128 | $1,044 萬 | 0.17% | −7,128−3.3% | 減碼 |
| Intech Investment Management LLC | 212,651 | $1,047 萬 | 0.15% | −457,317−68.3% | 減碼 |
| Capital International Inc | 216,160 | $1,064 萬 | 0.17% | +111,376+106.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 216,753 | $1,067 萬 | 0.03% | −19,939−8.4% | 減碼 |
| Man Group plc | 217,649 | $1,071 萬 | 0.03% | – | – |
| Louisiana State Employees Retirement System | 219,600 | $1,081 萬 | 0.22% | −7,100−3.1% | 減碼 |
| Point72 Hong Kong Ltd | 222,151 | $1,093 萬 | 0.67% | +222,151 | 新進 |
| Skba Capital Management LLC | 223,150 | $1,098 萬 | 1.85% | −3,200−1.4% | 減碼 |
| D.A. Davidson & Co. | 228,150 | $1,123 萬 | 0.11% | +780+0.3% | 加碼 |
| Securian Asset Management, Inc | 230,004 | $1,132 萬 | 0.32% | −32,556−12.4% | 減碼 |
| Waycross Partners, LLC | 231,350 | $1,139 萬 | 2.14% | +92,818+67.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 234,144 | $1,153 萬 | 0.14% | −9,764−4.0% | 減碼 |
| Atria Investments LLC | 235,340 | $1,158 萬 | 0.18% | +44,234+23.1% | 加碼 |
| Intact Investment Management Inc. | 235,700 | $1,160 萬 | 0.47% | +40,900+21.0% | 加碼 |
| Brandywine Trust Co | 238,723 | $1,175 萬 | 2.36% | −2,442−1.0% | 減碼 |
| Connors Investor Services Inc | 240,064 | $1,182 萬 | 1.33% | −5,996−2.4% | 減碼 |
| Pacer Advisors, Inc. | 240,271 | $1,183 萬 | 0.03% | +8,255+3.6% | 加碼 |
| Carlson Capital L P | 241,091 | $1,187 萬 | 0.95% | −134,709−35.8% | 減碼 |
| Point72 Europe (London) LLP | 242,114 | $1,192 萬 | 1.49% | +242,114 | 新進 |
| Freemont Management S.A. | 242,300 | $1,193 萬 | 1.50% | 00.0% | 不變 |
| Hartford Investment Management Co | 244,663 | $1,204 萬 | 0.45% | −6,331−2.5% | 減碼 |
| Matrix Asset Advisors Inc | 245,111 | $1,206 萬 | 1.54% | −5,283−2.1% | 減碼 |
| Cetera Investment Advisers | 245,371 | $1,208 萬 | 0.10% | +8,890+3.8% | 加碼 |
| Brown Advisory Inc | 245,515 | $1,208 萬 | 0.02% | −2,137−0.9% | 減碼 |
| Calamos Wealth Management LLC | 249,721 | $1,229 萬 | 0.77% | +55,352+28.5% | 加碼 |
| Caxton Associates LP | 250,000 | $1,231 萬 | 0.63% | +250,000 | 新進 |
| UniSuper Management Pty Ltd | 250,565 | $1,233 萬 | 0.14% | +223,065+811.1% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 528,104 | $1,235 萬 | 1.35% | +356,620+208.0% | 加碼 |
| AustralianSuper Pty Ltd | 251,809 | $1,239 萬 | 0.07% | +216,623+615.7% | 加碼 |
| CWM, LLC | 251,868 | $1,240 萬 | 0.07% | +20,887+9.0% | 加碼 |
| Lountzis Asset Management, LLC | 252,741 | $1,244 萬 | 6.79% | −1,742−0.7% | 減碼 |
| Los Angeles Capital Management LLC | 253,298 | $1,247 萬 | 0.05% | +99,508+64.7% | 加碼 |