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 2,883 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
- 2,154
- 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 899 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 1,595 | $7.90 萬 | 0.04% | +19+1.2% | 加碼 |
| Heritage Wealth Advisors | 1,606 | $7.90 萬 | 0.00% | +300+23.0% | 加碼 |
| Abound Wealth Management | 1,644 | $8.09 萬 | 0.03% | +2+0.1% | 加碼 |
| SOA Wealth Advisors, LLC. | 1,658 | $8.16 萬 | 0.02% | −60−3.5% | 減碼 |
| Banco de Sabadell, S.A | 1,694 | $8.40 萬 | 0.06% | −1,053−38.3% | 減碼 |
| Adirondack Trust Co | 1,545 | $8.59 萬 | 0.04% | −215−12.2% | 減碼 |
| Gables Capital Management Inc. | 1,800 | $8.86 萬 | 0.06% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 1,818 | $8.95 萬 | 0.03% | +14+0.8% | 加碼 |
| Rogco, LP | 1,834 | $9.03 萬 | 0.04% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,855 | $9.13 萬 | 0.06% | +800+75.8% | 加碼 |
| Covestor Ltd | 1,882 | $9.30 萬 | 0.06% | +689+57.8% | 加碼 |
| Bogart Wealth, LLC | 1,892 | $9.31 萬 | 0.01% | +75+4.1% | 加碼 |
| Laffer Tengler Investments | 1,903 | $9.37 萬 | 0.02% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $9.40 萬 | 0.01% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 1,917 | $9.44 萬 | 0.05% | +19+1.0% | 加碼 |
| PEAK6 Investments LLC | 1,936 | $9.53 萬 | 0.00% | +1,936 | 新進 |
| Oakworth Capital, Inc. | 1,958 | $9.64 萬 | 0.01% | −180−8.4% | 減碼 |
| West Financial Advisors, LLC | 1,980 | $9.75 萬 | 0.02% | +800+67.8% | 加碼 |
| Armstrong Advisory Group, Inc | 1,983 | $9.76 萬 | 0.01% | 00.0% | 不變 |
| Spirit of America Management Corp | 2,000 | $9.84 萬 | 0.02% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 2,000 | $9.84 萬 | 0.05% | 00.0% | 不變 |
| Clean Yield Group | 2,000 | $9.84 萬 | 0.04% | 00.0% | 不變 |
| BKM Wealth Management, LLC | 2,001 | $9.85 萬 | 0.04% | +2,001 | 新進 |
| DT Investment Partners, LLC | 1,940 | $9.93 萬 | 0.01% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 2,021 | $9.95 萬 | 0.05% | 00.0% | 不變 |
| Syntax Research, Inc. | 2,036 | $10.0 萬 | 0.08% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 2,040 | $10.0 萬 | 0.01% | −327−13.8% | 減碼 |
| Voisard Asset Management Group, Inc. | 2,064 | $10.2 萬 | 0.06% | +2,064 | 新進 |
| Trust Co | 2,087 | $10.3 萬 | 0.01% | −713−25.5% | 減碼 |
| Rockbridge Investment Management, LCC | 2,159 | $10.6 萬 | 0.02% | +2,159 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $10.8 萬 | 0.05% | 00.0% | 不變 |
| AlphaCentric Advisors LLC | 2,198 | $10.8 萬 | 0.07% | +2,198 | 新進 |
| Sugarloaf Wealth Management, LLC | 2,246 | $11.1 萬 | 0.03% | +101+4.7% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 2,266 | $11.2 萬 | 0.03% | +2,266 | 新進 |
| Versant Capital Management, Inc | 2,296 | $11.3 萬 | 0.03% | +895+63.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 2,304 | $11.3 萬 | 0.06% | −293−11.3% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 2,332 | $11.5 萬 | 0.01% | −2,750−54.1% | 減碼 |
| DB Wealth Management Group, LLC | 2,410 | $11.9 萬 | 0.07% | 00.0% | 不變 |
| American National Bank | 2,435 | $12.0 萬 | 0.02% | +156+6.8% | 加碼 |
| CNB Bank | 2,447 | $12.0 萬 | 0.06% | −32−1.3% | 減碼 |
| Marquette Asset Management, LLC | 2,505 | $12.3 萬 | 0.02% | −656−20.8% | 減碼 |
| Carmichael Hill & Associates, Inc. | 2,516 | $12.4 萬 | 0.05% | +6+0.2% | 加碼 |
| First United Bank Trust | 2,534 | $12.5 萬 | 0.05% | +2,534 | 新進 |
| Larson Financial Group LLC | 2,537 | $12.5 萬 | 0.01% | −65−2.5% | 減碼 |
| Fairfield, Bush & Co. | 2,556 | $12.6 萬 | 0.07% | +2,556 | 新進 |
| SRS Capital Advisors, Inc. | 2,579 | $12.7 萬 | 0.01% | −491−16.0% | 減碼 |
| Pathway Financial Advisers, LLC | 2,597 | $12.8 萬 | 0.05% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 2,605 | $12.8 萬 | 0.05% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 2,630 | $12.9 萬 | 0.01% | −2,491−48.6% | 減碼 |
| Glen Eagle Advisors, LLC | 2,670 | $13.1 萬 | 0.03% | −55−2.0% | 減碼 |
| Capital Analysts, LLC | 2,700 | $13.3 萬 | 0.01% | +301+12.5% | 加碼 |
| O'Dell Group, LLC | 2,726 | $13.4 萬 | 0.04% | +2,726 | 新進 |
| Clear Investment Research, LLC | 2,734 | $13.5 萬 | 0.19% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 2,752 | $13.5 萬 | 0.04% | −502−15.4% | 減碼 |
| Cordant, Inc. | 2,821 | $13.9 萬 | 0.09% | +2,821 | 新進 |
| Rational Advisors LLC | 2,834 | $13.9 萬 | 0.01% | −4,813−62.9% | 減碼 |
| American Capital Advisory, LLC | 2,846 | $14.0 萬 | 0.10% | +2,846 | 新進 |
| Planned Solutions, Inc. | 2,895 | $14.2 萬 | 0.07% | +2,895 | 新進 |
| Capital Advisors, Ltd. LLC | 2,954 | $14.5 萬 | 0.02% | −34−1.1% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,950 | $14.5 萬 | 0.07% | +2,950 | 新進 |
| Independence Bank of Kentucky | 3,005 | $14.8 萬 | 0.05% | −400−11.7% | 減碼 |
| PSI Advisors, LLC | 3,009 | $14.8 萬 | 0.06% | −1,349−31.0% | 減碼 |
| Grove Bank & Trust | 3,014 | $14.8 萬 | 0.03% | −32−1.1% | 減碼 |
| Colonial Trust Co | 3,018 | $14.9 萬 | 0.03% | +383+14.5% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 3,052 | $15.0 萬 | 0.05% | +2+0.1% | 加碼 |
| Powell Investment Advisors, LLC | 3,169 | $15.6 萬 | 0.09% | 00.0% | 不變 |
| Creative Financial Designs Inc | 3,170 | $15.6 萬 | 0.02% | −148−4.5% | 減碼 |
| Hendershot Investments Inc. | 3,266 | $16.1 萬 | 0.02% | −12,339−79.1% | 減碼 |
| West Paces Advisors Inc. | 3,313 | $16.3 萬 | 0.05% | +128+4.0% | 加碼 |
| Eagle Bay Advisors LLC | 3,389 | $16.7 萬 | 0.11% | −897−20.9% | 減碼 |
| First Personal Financial Services | 3,413 | $16.8 萬 | 0.04% | +924+37.1% | 加碼 |
| Boyd Watterson Asset Management LLC | 3,482 | $17.1 萬 | 0.07% | 00.0% | 不變 |
| AJOVista, LLC | 3,509 | $17.3 萬 | 0.22% | +3,509 | 新進 |
| Cherry Tree Wealth Management, LLC | 3,539 | $17.4 萬 | 0.05% | +431+13.9% | 加碼 |
| Spartan Fund Management Inc. | 3,547 | $17.5 萬 | 0.21% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 3,693 | $18.2 萬 | 0.04% | −273−6.9% | 減碼 |
| Bangor Savings Bank | 3,719 | $18.3 萬 | 0.02% | 00.0% | 不變 |
| Plato Investment Management Ltd | 3,776 | $18.6 萬 | 0.23% | +3,776 | 新進 |
| First Foundation Advisors | 3,797 | $18.7 萬 | 0.01% | −7,322−65.9% | 減碼 |
| Tompkins Financial Corp | 3,820 | $18.8 萬 | 0.02% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 3,912 | $19.3 萬 | 0.00% | −259−6.2% | 減碼 |
| Hillsdale Investment Management Inc. | 3,950 | $19.4 萬 | 0.02% | 00.0% | 不變 |
| Hall Laurie J Trustee | 4,007 | $19.7 萬 | 0.08% | 00.0% | 不變 |
| Asset Dedication, LLC | 4,052 | $19.7 萬 | 0.02% | +973+31.6% | 加碼 |
| City State Bank | 4,029 | $19.8 萬 | 0.10% | −1,971−32.9% | 減碼 |
| LM Advisors LLC | 4,038 | $19.9 萬 | 0.04% | +4,038 | 新進 |
| Desjardins Global Asset Management Inc. | 4,039 | $19.9 萬 | 0.02% | −5,992−59.7% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 4,012 | $19.9 萬 | 0.13% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 4,066 | $20.0 萬 | 0.07% | +4,066 | 新進 |
| Financial Security Advisor, Inc. | 4,078 | $20.1 萬 | 0.08% | +4,078 | 新進 |
| HBW Advisory Services LLC | 4,109 | $20.2 萬 | 0.04% | +4,109 | 新進 |
| IFG Advisors, LLC | 4,111 | $20.2 萬 | 0.06% | +4,111 | 新進 |
| Blue Bell Private Wealth Management, LLC | 4,111 | $20.2 萬 | 0.05% | −200−4.6% | 減碼 |
| Resonant Capital Advisors, LLC | 4,123 | $20.3 萬 | 0.02% | +4,123 | 新進 |
| Community Bank, N.A. | 4,125 | $20.3 萬 | 0.03% | 00.0% | 不變 |
| United Community Bank | 4,135 | $20.4 萬 | 0.09% | 00.0% | 不變 |
| Tillman Hartley LLC | 4,147 | $20.4 萬 | 0.08% | +4,147 | 新進 |
| Chilton Investment Co LLC | 4,148 | $20.4 萬 | 0.01% | +4,148 | 新進 |
| Agate Pass Investment Management, LLC | 4,150 | $20.4 萬 | 0.12% | +4,150 | 新進 |
| Brown, Lisle/Cummings, Inc. | 4,152 | $20.4 萬 | 0.08% | +718+20.9% | 加碼 |