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 |
|---|---|---|---|---|---|
| G2 Capital Management, LLC | 5,647 | $27.8 萬 | 0.09% | +5,647 | 新進 |
| Nwam LLC | 5,657 | $27.8 萬 | 0.02% | +687+13.8% | 加碼 |
| MSH Capital Advisors LLC | 5,658 | $27.9 萬 | 0.10% | +210+3.9% | 加碼 |
| Family Firm, Inc. | 5,665 | $27.9 萬 | 0.07% | +7+0.1% | 加碼 |
| Allegheny Financial Group LTD | 5,672 | $27.9 萬 | 0.09% | +3+0.1% | 加碼 |
| Patten & Patten Inc | 5,689 | $28.0 萬 | 0.02% | 00.0% | 不變 |
| Ballast, Inc. | 5,690 | $28.0 萬 | 0.10% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 5,696 | $28.0 萬 | 0.02% | −2,082−26.8% | 減碼 |
| Parsons Capital Management Inc | 5,701 | $28.1 萬 | 0.02% | −1,000−14.9% | 減碼 |
| Flputnam Investment Management Co | 5,706 | $28.1 萬 | 0.01% | −2,007−26.0% | 減碼 |
| E Fund Management Co., Ltd. | 5,731 | $28.2 萬 | 0.02% | +21+0.4% | 加碼 |
| Strategic Wealth Designers | 5,779 | $28.4 萬 | 0.04% | +54+0.9% | 加碼 |
| CWA Asset Management Group, LLC | 5,797 | $28.5 萬 | 0.02% | +5,797 | 新進 |
| SPC Financial, Inc. | 5,799 | $28.5 萬 | 0.03% | +99+1.7% | 加碼 |
| Bruce G. Allen Investments, LLC | 5,801 | $28.6 萬 | 0.26% | +5,801 | 新進 |
| Smithfield Trust Co | 5,828 | $28.7 萬 | 0.02% | −872−13.0% | 減碼 |
| Credential Qtrade Securities Inc. | 5,832 | $28.7 萬 | 0.02% | −634−9.8% | 減碼 |
| Investment Advisory Group, LLC | 5,847 | $28.8 萬 | 0.13% | +104+1.8% | 加碼 |
| Register Financial Advisors LLC | 5,851 | $28.8 萬 | 0.19% | +595+11.3% | 加碼 |
| Seven Mile Advisory | 5,870 | $28.9 萬 | 0.25% | −333−5.4% | 減碼 |
| Nations Financial Group Inc, | 5,886 | $29.0 萬 | 0.03% | −73−1.2% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 5,897 | $29.0 萬 | 0.06% | +13+0.2% | 加碼 |
| Pioneer Trust Bank N A | 5,900 | $29.0 萬 | 0.09% | −15,000−71.8% | 減碼 |
| Oliver Luxxe Assets LLC | 5,902 | $29.0 萬 | 0.07% | −10−0.2% | 減碼 |
| M3 Advisory Group, LLC | 5,902 | $29.1 萬 | 0.34% | +5,902 | 新進 |
| Arcataur Capital Management LLC | 5,914 | $29.1 萬 | 0.11% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 5,923 | $29.2 萬 | 0.01% | −181−3.0% | 減碼 |
| Syverson Strege & Co | 5,927 | $29.2 萬 | 0.11% | −2,158−26.7% | 減碼 |
| AXS Investments LLC | 5,929 | $29.2 萬 | 0.07% | −705−10.6% | 減碼 |
| Atlas Brown,Inc. | 5,946 | $29.3 萬 | 0.12% | +84+1.4% | 加碼 |
| Kesler, Norman & Wride, LLC | 5,957 | $29.3 萬 | 0.07% | +24+0.4% | 加碼 |
| First Trust Investment Solutions L.P. | 5,978 | $29.4 萬 | 0.06% | +5,978 | 新進 |
| Wealthstream Advisors, Inc. | 5,998 | $29.5 萬 | 0.12% | −422−6.6% | 減碼 |
| Fenimore Asset Management Inc | 6,000 | $29.5 萬 | 0.01% | 00.0% | 不變 |
| Josh Arnold Investment Consultant, LLC | 6,000 | $29.5 萬 | 0.28% | 00.0% | 不變 |
| Diversified, LLC | 6,022 | $29.6 萬 | 0.06% | +6,022 | 新進 |
| Duncker Streett & Co Inc | 6,030 | $29.7 萬 | 0.06% | −1,181−16.4% | 減碼 |
| Summit Global Investments | 6,036 | $29.7 萬 | 0.02% | +283+4.9% | 加碼 |
| Silvia McColl Wealth Management, LLC | 6,037 | $29.7 萬 | 0.27% | −720−10.7% | 減碼 |
| Means Investment Co., Inc. | 6,045 | $29.8 萬 | 0.04% | +23+0.4% | 加碼 |
| SeaBridge Investment Advisors LLC | 6,045 | $29.8 萬 | 0.09% | 00.0% | 不變 |
| APCM Wealth Management for Individuals | 6,046 | $29.8 萬 | 0.05% | −3,023−33.3% | 減碼 |
| Hemington Wealth Management | 6,045 | $29.8 萬 | 0.12% | +6,045 | 新進 |
| Front Row Advisors LLC | 6,093 | $30.0 萬 | 0.14% | −1,174−16.2% | 減碼 |
| Riverbridge Partners LLC | 6,100 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,103 | $30.0 萬 | 0.13% | +3,005+97.0% | 加碼 |
| Vicus Capital | 6,120 | $30.1 萬 | 0.03% | −1,967−24.3% | 減碼 |
| Blueprint Investment Partners LLC | 6,126 | $30.2 萬 | 0.08% | +6,126 | 新進 |
| West Oak Capital, LLC | 6,375 | $30.2 萬 | 0.14% | 00.0% | 不變 |
| Legacy Private Trust Co. | 6,150 | $30.3 萬 | 0.02% | −11,725−65.6% | 減碼 |
| Millennium Capital Advisors, LLC | 6,150 | $30.3 萬 | 0.23% | 00.0% | 不變 |
| Financial Perspectives, Inc | 6,152 | $30.3 萬 | 0.12% | +10.0% | 加碼 |
| Total Clarity Wealth Management, Inc. | 6,157 | $30.3 萬 | 0.12% | −730−10.6% | 減碼 |
| Glassman Wealth Services | 6,166 | $30.3 萬 | 0.04% | −19−0.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 6,176 | $30.4 萬 | 0.00% | −2,852−31.6% | 減碼 |
| Cambridge Advisors Inc. | 6,182 | $30.4 萬 | 0.08% | −198−3.1% | 減碼 |
| DF Dent & Co Inc | 6,206 | $30.5 萬 | 0.00% | −7,265−53.9% | 減碼 |
| Sunflower Bank, N.A. | 6,207 | $30.6 萬 | 0.07% | −51−0.8% | 減碼 |
| Simon Quick Advisors, LLC | 6,213 | $30.6 萬 | 0.03% | −2,618−29.6% | 減碼 |
| Legacy Bridge, LLC | 6,229 | $30.7 萬 | 0.20% | −675−9.8% | 減碼 |
| CoreFirst Bank & Trust | 6,285 | $30.9 萬 | 0.21% | −6,731−51.7% | 減碼 |
| Raleigh Capital Management Inc. | 6,287 | $30.9 萬 | 0.14% | +432+7.4% | 加碼 |
| Fruth Investment Management | 6,318 | $31.0 萬 | 0.09% | 00.0% | 不變 |
| Howe & Rusling Inc | 6,330 | $31.2 萬 | 0.03% | +6,330 | 新進 |
| Cherry Creek Investment Advisors, Inc. | 6,330 | $31.2 萬 | 0.19% | +33+0.5% | 加碼 |
| Guyasuta Investment Advisors Inc | 6,331 | $31.2 萬 | 0.02% | −442−6.5% | 減碼 |
| Arrow Financial Corp | 6,334 | $31.2 萬 | 0.03% | −438−6.5% | 減碼 |
| Brown Miller Wealth Management, LLC | 6,338 | $31.2 萬 | 0.16% | −995−13.6% | 減碼 |
| Kure Advisory, LLC | 6,339 | $31.2 萬 | 0.16% | −127−2.0% | 減碼 |
| Fortem Financial Group, LLC | 6,380 | $31.4 萬 | 0.16% | −567−8.2% | 減碼 |
| Traphagen Investment Advisors LLC | 6,395 | $31.5 萬 | 0.04% | +10+0.2% | 加碼 |
| CKW Financial Group | 6,400 | $31.5 萬 | 0.04% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 6,423 | $31.6 萬 | 0.05% | +824+14.7% | 加碼 |
| Stiles Financial Services Inc | 6,461 | $31.8 萬 | 0.14% | +44+0.7% | 加碼 |
| Financial Advocates Investment Management | 6,475 | $31.9 萬 | 0.02% | +1,297+25.0% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,500 | $32.0 萬 | 0.27% | 00.0% | 不變 |
| Nexus Investment Management ULC | 6,500 | $32.0 萬 | 0.03% | 00.0% | 不變 |
| Granite Bay Wealth Management, LLC | 7,021 | $32.0 萬 | 0.00% | +7,021 | 新進 |
| Jefferies Financial Group Inc. | 6,515 | $32.1 萬 | 0.01% | −44,626−87.3% | 減碼 |
| ERn Financial, LLC | 6,944 | $32.2 萬 | 0.06% | +6,944 | 新進 |
| LBMC Investment Advisors, LLC | 6,556 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| Heritage Investment Group, Inc. | 6,574 | $32.4 萬 | 0.07% | −251−3.7% | 減碼 |
| Baron Wealth Management LLC | 6,598 | $32.5 萬 | 0.18% | +511+8.4% | 加碼 |
| Confluence Wealth Services, Inc. | 6,605 | $32.5 萬 | 0.04% | −718−9.8% | 減碼 |
| BNC Wealth Management, LLC | 6,606 | $32.5 萬 | 0.15% | +36+0.5% | 加碼 |
| UMA Financial Services, Inc. | 6,743 | $32.7 萬 | 0.07% | −27−0.4% | 減碼 |
| Epiq Partners, LLC | 6,650 | $32.7 萬 | 0.23% | +6,650 | 新進 |
| E&G Advisors, LP | 6,653 | $32.7 萬 | 0.12% | −565−7.8% | 減碼 |
| Lincoln Capital LLC | 6,665 | $32.8 萬 | 0.08% | −38−0.6% | 減碼 |
| Arbor Investment Advisors, LLC | 6,671 | $32.8 萬 | 0.05% | −1,168−14.9% | 減碼 |
| Baldwin Brothers Inc | 6,700 | $33.0 萬 | 0.03% | −1,000−13.0% | 減碼 |
| Gratus Capital LLC | 6,704 | $33.0 萬 | 0.02% | −2,074−23.6% | 減碼 |
| AlTi Global, Inc. | 6,705 | $33.0 萬 | 0.01% | +6,705 | 新進 |
| CMG Global Holdings, LLC | 6,363 | $33.1 萬 | 0.24% | −8−0.1% | 減碼 |
| ERTS Wealth Advisors, LLC | 6,733 | $33.1 萬 | 0.07% | +228+3.5% | 加碼 |
| Field & Main Bank | 6,745 | $33.2 萬 | 0.14% | +175+2.7% | 加碼 |
| Cape Investment Advisory, Inc. | 6,746 | $33.2 萬 | 0.16% | +219+3.4% | 加碼 |
| Drexel Morgan & Co. | 6,747 | $33.2 萬 | 0.08% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,636 | $33.3 萬 | 0.00% | −495−6.9% | 減碼 |
| Berger Financial Group, Inc | 6,770 | $33.3 萬 | 0.03% | −415−5.8% | 減碼 |