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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 6,788 | $33.4 萬 | 0.03% | −380−5.3% | 減碼 |
| Summit Asset Management, LLC | 6,800 | $33.5 萬 | 0.08% | −1,520−18.3% | 減碼 |
| Wayfinding Financial, LLC | 6,826 | $33.5 萬 | 0.23% | −548−7.4% | 減碼 |
| Morris Financial Concepts, Inc. | 6,811 | $33.5 萬 | 0.19% | +6,811 | 新進 |
| Founders Capital Management | 6,813 | $33.5 萬 | 0.24% | −51−0.7% | 減碼 |
| Evolution Advisers, Inc. | 6,812 | $33.6 萬 | 0.21% | +10.0% | 加碼 |
| Smith, Moore & Co. | 6,827 | $33.6 萬 | 0.04% | −2,000−22.7% | 減碼 |
| MONECO Advisors, LLC | 6,841 | $33.7 萬 | 0.06% | −583−7.9% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 6,855 | $33.7 萬 | 0.24% | −381−5.3% | 減碼 |
| Check Capital Management Inc | 6,863 | $33.8 萬 | 0.03% | −3,106−31.2% | 減碼 |
| Enterprise Financial Services Corp | 6,870 | $33.8 萬 | 0.21% | +59+0.9% | 加碼 |
| Bouchey Financial Group Ltd | 6,880 | $33.9 萬 | 0.04% | +203+3.0% | 加碼 |
| Thrive Wealth Management, LLC | 6,881 | $33.9 萬 | 0.08% | +1,386+25.2% | 加碼 |
| New Republic Capital, LLC | 6,899 | $34.0 萬 | 0.24% | +64+0.9% | 加碼 |
| John W. Brooker & Co., CPAs | 6,904 | $34.0 萬 | 0.20% | 00.0% | 不變 |
| Ssi Investment Management LLC | 6,917 | $34.0 萬 | 0.03% | −11−0.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 6,924 | $34.1 萬 | 0.04% | −76−1.1% | 減碼 |
| Sound Income Strategies, LLC | 6,928 | $34.1 萬 | 0.03% | −1,960−22.1% | 減碼 |
| S.A. Mason LLC | 6,936 | $34.1 萬 | 0.23% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 6,939 | $34.2 萬 | 0.04% | +126+1.8% | 加碼 |
| Transamerica Financial Advisors, Inc. | 6,945 | $34.2 萬 | 0.05% | −1,250−15.3% | 減碼 |
| Well Done, LLC | 6,952 | $34.2 萬 | 0.07% | +187+2.8% | 加碼 |
| Westhampton Capital, LLC | 6,990 | $34.4 萬 | 0.20% | 00.0% | 不變 |
| Kathleen S. Wright Associates Inc. | 7,075 | $34.4 萬 | 0.18% | −2,000−22.0% | 減碼 |
| Kearns & Associates LLC | 7,000 | $34.5 萬 | 0.29% | 00.0% | 不變 |
| Core Alternative Capital | 7,042 | $34.7 萬 | 0.06% | −428−5.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 7,116 | $34.7 萬 | 0.08% | +7,116 | 新進 |
| Benchmark Financial Wealth Advisors, LLC | 7,052 | $34.7 萬 | 0.15% | +56+0.8% | 加碼 |
| Partners Capital Investment Group, LLP | 7,079 | $34.8 萬 | 0.01% | +7,079 | 新進 |
| Zacks Investment Management | 7,092 | $34.9 萬 | 0.00% | −2,307−24.5% | 減碼 |
| Nichols & Pratt Advisers LLP | 7,100 | $34.9 萬 | 0.02% | −1,300−15.5% | 減碼 |
| New Hampshire Trust | 7,105 | $35.0 萬 | 0.08% | −550−7.2% | 減碼 |
| Main Street Financial Solutions, LLC | 7,127 | $35.1 萬 | 0.05% | −382−5.1% | 減碼 |
| Cedar Brook Financial Partners, LLC | 7,167 | $35.1 萬 | 0.08% | +1,140+18.9% | 加碼 |
| Richard W. Paul & Associates, LLC | 7,142 | $35.2 萬 | 0.15% | −169−2.3% | 減碼 |
| Advisor OS, LLC | 7,146 | $35.2 萬 | 0.05% | +845+13.4% | 加碼 |
| Washington Trust Advisors, Inc. | 7,150 | $35.2 萬 | 0.03% | +100+1.4% | 加碼 |
| Zullo Investment Group, Inc. | 7,163 | $35.3 萬 | 0.18% | +99+1.4% | 加碼 |
| BancorpSouth Bank | 7,181 | $35.3 萬 | 0.03% | −23−0.3% | 減碼 |
| Founders Financial Alliance, LLC | 7,190 | $35.4 萬 | 0.14% | −325−4.3% | 減碼 |
| Journey Strategic Wealth LLC | 7,193 | $35.4 萬 | 0.02% | +7,193 | 新進 |
| Visionary Wealth Advisors | 7,204 | $35.5 萬 | 0.03% | −533−6.9% | 減碼 |
| Successful Portfolios LLC | 7,218 | $35.5 萬 | 0.27% | +1,791+33.0% | 加碼 |
| Alpha Family Trust | 7,220 | $35.5 萬 | 0.24% | 00.0% | 不變 |
| Security National Bank of So Dak | 7,224 | $35.6 萬 | 0.23% | −1,367−15.9% | 減碼 |
| Ullmann Financial Group, Inc. | 7,233 | $35.6 萬 | 0.06% | +997+16.0% | 加碼 |
| Western Pacific Wealth Management, LP | 7,267 | $35.8 萬 | 0.26% | +592+8.9% | 加碼 |
| Schulhoff & Co Inc | 7,270 | $35.8 萬 | 0.17% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 7,277 | $35.8 萬 | 0.12% | −42−0.6% | 減碼 |
| Lynch & Associates | 7,278 | $35.8 萬 | 0.09% | −181−2.4% | 減碼 |
| First National Bank & Trust Co of Newtown | 7,288 | $35.9 萬 | 0.08% | −148−2.0% | 減碼 |
| Meeder Asset Management Inc | 7,300 | $35.9 萬 | 0.03% | +1,923+35.8% | 加碼 |
| Delta Investment Management, LLC | 7,320 | $36.0 萬 | 0.09% | +384+5.5% | 加碼 |
| Sand Hill Global Advisors, LLC | 7,356 | $36.2 萬 | 0.02% | +638+9.5% | 加碼 |
| Bailard, Inc. | 7,356 | $36.2 萬 | 0.01% | −325−4.2% | 減碼 |
| Bridge Creek Capital Management LLC | 7,400 | $36.4 萬 | 0.13% | 00.0% | 不變 |
| Cowa, LLC | 7,400 | $36.4 萬 | 0.23% | 00.0% | 不變 |
| New Jersey Better Educational Savings Trust | 7,401 | $36.4 萬 | 0.77% | 00.0% | 不變 |
| Tucker Asset Management LLC | 7,430 | $36.6 萬 | 0.09% | +703+10.5% | 加碼 |
| Red Door Wealth Management, LLC | 7,435 | $36.6 萬 | 0.08% | −39−0.5% | 減碼 |
| Cipher Capital LP | 7,455 | $36.7 萬 | 0.12% | +7,455 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,465 | $36.7 萬 | 0.01% | +1,232+19.8% | 加碼 |
| Piscataqua Savings Bank | 7,495 | $36.9 萬 | 0.34% | 00.0% | 不變 |
| Icapital Wealth LLC | 7,500 | $36.9 萬 | 0.24% | 00.0% | 不變 |
| Retirement Group, LLC | 7,510 | $37.0 萬 | 0.15% | 00.0% | 不變 |
| Ayrshire Capital Management LLC | 7,510 | $37.0 萬 | 0.21% | +7,510 | 新進 |
| PFG Investments, LLC | 7,511 | $37.0 萬 | 0.07% | −2,477−24.8% | 減碼 |
| AlphaCore Capital LLC | 7,554 | $37.2 萬 | 0.05% | +12+0.2% | 加碼 |
| West Branch Capital LLC | 7,582 | $37.3 萬 | 0.18% | −1,554−17.0% | 減碼 |
| Kathmere Capital Management, LLC | 7,592 | $37.4 萬 | 0.05% | +344+4.7% | 加碼 |
| Van Strum & Towne Inc. | 7,639 | $37.6 萬 | 0.15% | −625−7.6% | 減碼 |
| First Dallas Securities Inc. | 7,700 | $37.9 萬 | 0.20% | +7,700 | 新進 |
| Ghe, LLC | 7,733 | $38.1 萬 | 0.24% | −100−1.3% | 減碼 |
| Waddell & Associates, LLC | 7,734 | $38.2 萬 | 0.05% | −738−8.7% | 減碼 |
| Legacy Advisors, LLC | 7,776 | $38.3 萬 | 0.05% | +7,776 | 新進 |
| XTX Topco Ltd | 7,779 | $38.3 萬 | 0.08% | +7,779 | 新進 |
| Sky Investment Group LLC | 7,795 | $38.4 萬 | 0.08% | −170−2.1% | 減碼 |
| Weil Company, Inc. | 7,809 | $38.4 萬 | 0.17% | 00.0% | 不變 |
| PDS Planning, Inc | 7,825 | $38.5 萬 | 0.04% | −1,141−12.7% | 減碼 |
| Pinebridge Investments, L.P. | 7,829 | $38.5 萬 | 0.00% | −67,950−89.7% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,896 | $38.9 萬 | 0.03% | −148−1.8% | 減碼 |
| Icon Wealth Advisors, LLC | 7,897 | $38.9 萬 | 0.04% | +7,897 | 新進 |
| Cyndeo Wealth Partners, LLC | 7,997 | $39.4 萬 | 0.04% | +110+1.4% | 加碼 |
| BancFirst Trust & Investment Management | 7,976 | $39.5 萬 | 0.18% | 00.0% | 不變 |
| MKT Advisors LLC | 7,910 | $39.5 萬 | 0.26% | −31−0.4% | 減碼 |
| Burke & Herbert Bank & Trust Co | 8,028 | $39.5 萬 | 0.28% | −68−0.8% | 減碼 |
| Occidental Asset Management, LLC | 8,042 | $39.6 萬 | 0.08% | +31+0.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 8,046 | $39.6 萬 | 0.04% | −530−6.2% | 減碼 |
| Monetary Management Group Inc | 8,065 | $39.7 萬 | 0.12% | 00.0% | 不變 |
| Heritage Trust Co | 8,073 | $39.7 萬 | 0.06% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 8,075 | $39.7 萬 | 0.06% | +698+9.5% | 加碼 |
| Lauterbach Financial Advisors, LLC | 8,086 | $39.8 萬 | 0.28% | −2,249−21.8% | 減碼 |
| Valmark Advisers, Inc. | 8,127 | $40.0 萬 | 0.01% | −6,635−44.9% | 減碼 |
| Stratos Wealth Advisors, LLC | 8,149 | $40.1 萬 | 0.02% | −12,880−61.2% | 減碼 |
| Campion Asset Management LLC | 8,165 | $40.2 萬 | 0.34% | −460−5.3% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 8,170 | $40.2 萬 | 0.22% | −6,110−42.8% | 減碼 |
| Headlands Technologies LLC | 8,177 | $40.2 萬 | 0.12% | +8,177 | 新進 |
| Wealth Architects, LLC | 8,212 | $40.4 萬 | 0.06% | +1,633+24.8% | 加碼 |
| STAR Financial Bank | 8,257 | $40.6 萬 | 0.37% | 00.0% | 不變 |
| Cohen Capital Management, Inc. | 8,274 | $40.7 萬 | 0.08% | 00.0% | 不變 |