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 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 8,298 | $40.8 萬 | 0.14% | −561−6.3% | 減碼 |
| Pacifica Capital Investments, LLC | 8,335 | $41.0 萬 | 0.12% | −500−5.7% | 減碼 |
| Pin Oak Investment Advisors Inc | 8,329 | $41.0 萬 | 0.42% | −34−0.4% | 減碼 |
| RB Capital Management, LLC | 8,365 | $41.2 萬 | 0.12% | −77−0.9% | 減碼 |
| Keel Point, LLC | 8,381 | $41.3 萬 | 0.05% | +1,067+14.6% | 加碼 |
| Spinnaker Trust | 8,390 | $41.3 萬 | 0.03% | 00.0% | 不變 |
| Lakeside Advisors, INC. | 8,400 | $41.3 萬 | 0.29% | −224−2.6% | 減碼 |
| International Private Wealth Advisors LLC | 8,461 | $41.6 萬 | 0.41% | +8,461 | 新進 |
| First National Bank | 8,494 | $41.8 萬 | 0.33% | 00.0% | 不變 |
| Doliver Advisors, LP | 8,509 | $41.9 萬 | 0.13% | −711−7.7% | 減碼 |
| Intrust Bank NA | 8,514 | $41.9 萬 | 0.05% | +20+0.2% | 加碼 |
| Altfest L J & Co Inc | 8,526 | $42.0 萬 | 0.06% | −1,842−17.8% | 減碼 |
| Vontobel Holding Ltd. | 8,561 | $42.1 萬 | 0.00% | −66,302−88.6% | 減碼 |
| Grayhawk Investment Strategies Inc. | 8,564 | $42.2 萬 | 0.22% | +8,564 | 新進 |
| Prentice Wealth Management LLC | 8,616 | $42.4 萬 | 0.17% | +165+2.0% | 加碼 |
| SNS Financial Group, LLC | 8,657 | $42.6 萬 | 0.05% | +917+11.8% | 加碼 |
| Bray Capital Advisors | 8,692 | $42.8 萬 | 0.12% | +7+0.1% | 加碼 |
| Summa Corp. | 8,700 | $42.8 萬 | 0.30% | +8,700 | 新進 |
| Biltmore Family Office, LLC | 8,704 | $42.8 萬 | 0.09% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 8,734 | $43.0 萬 | 0.08% | +33+0.4% | 加碼 |
| Northeast Investment Management | 8,735 | $43.0 萬 | 0.02% | 00.0% | 不變 |
| Hudock, Inc. | 8,759 | $43.1 萬 | 0.09% | +20.0% | 加碼 |
| Cahill Financial Advisors Inc | 8,761 | $43.1 萬 | 0.06% | −2,528−22.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 8,788 | $43.3 萬 | 0.02% | −290−3.2% | 減碼 |
| Marietta Investment Partners LLC | 8,800 | $43.3 萬 | 0.11% | 00.0% | 不變 |
| Davis R M Inc | 8,836 | $43.5 萬 | 0.01% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 8,865 | $43.6 萬 | 0.26% | −2,486−21.9% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $43.7 萬 | 0.20% | 00.0% | 不變 |
| Vontobel Asset Management Inc | 8,883 | $43.7 萬 | 0.00% | −120−1.3% | 減碼 |
| Catalyst Financial Partners LLC | 8,884 | $43.7 萬 | 0.12% | +593+7.2% | 加碼 |
| Spectrum Wealth Counsel, LLC | 8,885 | $43.7 萬 | 0.06% | +8,885 | 新進 |
| Keystone Financial Group | 8,896 | $43.8 萬 | 0.08% | −299−3.3% | 減碼 |
| Addison Capital Co | 8,911 | $43.9 萬 | 0.27% | +8,911 | 新進 |
| Benjamin Edwards Inc | 8,927 | $43.9 萬 | 0.10% | +8,804+7,157.7% | 加碼 |
| Ascent Group, LLC | 8,996 | $44.0 萬 | 0.04% | +195+2.2% | 加碼 |
| Cutler Investment Counsel LLC | 8,961 | $44.1 萬 | 0.06% | +825+10.1% | 加碼 |
| Grey Street Capital, LLC | 8,962 | $44.1 萬 | 0.21% | +74+0.8% | 加碼 |
| Claar Advisors LLC | 9,000 | $44.3 萬 | 0.16% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 9,001 | $44.3 萬 | 0.12% | +558+6.6% | 加碼 |
| Simmons Bank | 9,005 | $44.3 萬 | 0.04% | −5,199−36.6% | 減碼 |
| Cim Investment Mangement Inc | 9,029 | $44.4 萬 | 0.14% | 00.0% | 不變 |
| Steele Capital Management, Inc. | 9,032 | $44.5 萬 | 0.03% | +9,032 | 新進 |
| Harbor Investment Advisory, LLC | 9,083 | $44.7 萬 | 0.05% | −15−0.2% | 減碼 |
| Fairview Capital Investment Management, LLC | 9,117 | $44.9 萬 | 0.03% | −200−2.1% | 減碼 |
| Aaron Wealth Advisors | 9,129 | $44.9 萬 | 0.07% | +7+0.1% | 加碼 |
| LVW Advisors, LLC | 9,152 | $45.0 萬 | 0.08% | −553−5.7% | 減碼 |
| Texas Capital Bancshares Inc | 9,164 | $45.1 萬 | 0.24% | −111−1.2% | 減碼 |
| Royal Fund Management, LLC | 9,175 | $45.2 萬 | 0.06% | +51+0.6% | 加碼 |
| Humankind Investments LLC | 9,193 | $45.2 萬 | 0.13% | −170−1.8% | 減碼 |
| Belmont Capital, LLC | 9,204 | $45.3 萬 | 0.19% | +4,425+92.6% | 加碼 |
| Advisors Management Group Inc | 9,220 | $45.4 萬 | 0.12% | −119−1.3% | 減碼 |
| Manchester Capital Management LLC | 9,246 | $45.5 萬 | 0.06% | +436+4.9% | 加碼 |
| Front Street Capital Management, Inc. | 9,286 | $45.7 萬 | 0.09% | −218−2.3% | 減碼 |
| Washington Trust Bank | 9,310 | $45.8 萬 | 0.04% | −828−8.2% | 減碼 |
| Beta Wealth Group, Inc. | 9,311 | $45.8 萬 | 0.24% | +106+1.2% | 加碼 |
| Fort Point Capital Partners LLC | 9,379 | $46.2 萬 | 0.07% | +312+3.4% | 加碼 |
| Financial Advisory Service, Inc. | 9,384 | $46.2 萬 | 0.04% | +967+11.5% | 加碼 |
| Winning Points Advisors, LLC | 9,406 | $46.3 萬 | 0.71% | +400+4.4% | 加碼 |
| Sage Mountain Advisors LLC | 9,409 | $46.3 萬 | 0.05% | −59−0.6% | 減碼 |
| Atwood & Palmer Inc | 9,448 | $46.5 萬 | 0.04% | +28+0.3% | 加碼 |
| Linscomb & Williams, Inc. | 9,464 | $46.6 萬 | 0.03% | +716+8.2% | 加碼 |
| Exencial Wealth Advisors, LLC | 9,472 | $46.6 萬 | 0.02% | +782+9.0% | 加碼 |
| West Family Investments, Inc. | 9,495 | $46.7 萬 | 0.16% | +97+1.0% | 加碼 |
| Verity & Verity, LLC | 9,510 | $46.8 萬 | 0.05% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 9,550 | $47.0 萬 | 0.01% | 00.0% | 不變 |
| West Bancorporation Inc | 9,550 | $47.0 萬 | 0.30% | 00.0% | 不變 |
| Monarch Capital Management Inc | 9,555 | $47.0 萬 | 0.14% | −175−1.8% | 減碼 |
| Aspen Investment Management Inc | 9,580 | $47.2 萬 | 0.26% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 9,595 | $47.2 萬 | 0.11% | 00.0% | 不變 |
| Onefund, LLC | 9,605 | $47.3 萬 | 0.61% | +9,605 | 新進 |
| Plancorp, LLC | 9,609 | $47.3 萬 | 0.02% | +429+4.7% | 加碼 |
| Childress Capital Advisors, LLC | 9,647 | $47.5 萬 | 0.14% | +784+8.8% | 加碼 |
| Royal Capital Wealth Management, LLC | 9,662 | $47.6 萬 | 0.41% | +16+0.2% | 加碼 |
| SilverOak Wealth Management LLC | 9,695 | $47.7 萬 | 0.13% | +9,695 | 新進 |
| Tributary Capital Management, LLC | 9,750 | $48.0 萬 | 0.04% | +1,000+11.4% | 加碼 |
| Tocqueville Asset Management L.P. | 9,766 | $48.1 萬 | 0.01% | −984−9.2% | 減碼 |
| Sweet Financial Partners, LLC | 9,795 | $48.2 萬 | 0.11% | −46−0.5% | 減碼 |
| Bedel Financial Consulting, Inc. | 9,819 | $48.3 萬 | 0.09% | +25+0.3% | 加碼 |
| Financial Engines Advisors L.L.C. | 9,837 | $48.4 萬 | 0.00% | +1,226+14.2% | 加碼 |
| Alta Advisers Ltd | 9,900 | $48.7 萬 | 0.26% | 00.0% | 不變 |
| Denali Advisors LLC | 9,900 | $48.7 萬 | 0.15% | +9,900 | 新進 |
| WealthShield Partners, LLC | 9,911 | $48.8 萬 | 0.08% | +102+1.0% | 加碼 |
| Sherbrooke Park Advisers LLC | 9,934 | $48.9 萬 | 0.23% | +81+0.8% | 加碼 |
| Webster Bank, N. A. | 9,951 | $49.0 萬 | 0.06% | +676+7.3% | 加碼 |
| Iron Horse Wealth Management, LLC | 10,005 | $49.2 萬 | 0.22% | −550−5.2% | 減碼 |
| Aull & Monroe Investment Management Corp | 10,017 | $49.3 萬 | 0.24% | −680−6.4% | 減碼 |
| Monument Capital Management | 10,019 | $49.3 萬 | 0.16% | −29−0.3% | 減碼 |
| OneAscent Wealth Management LLC | 10,063 | $49.5 萬 | 0.20% | +1,379+15.9% | 加碼 |
| Athena Investment Management | 10,130 | $49.9 萬 | 0.32% | −75−0.7% | 減碼 |
| Provence Wealth Management Group | 10,133 | $49.9 萬 | 0.27% | +1,062+11.7% | 加碼 |
| WealthPlan Investment Management, LLC | 10,137 | $49.9 萬 | 0.08% | −18,898−65.1% | 減碼 |
| Sheets Smith Wealth Management | 10,150 | $50.0 萬 | 0.07% | −1,758−14.8% | 減碼 |
| Punch & Associates Investment Management, Inc. | 10,160 | $50.0 萬 | 0.03% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 10,169 | $50.1 萬 | 0.19% | +2,916+40.2% | 加碼 |
| GFS Advisors, LLC | 10,208 | $50.2 萬 | 0.07% | −13,120−56.2% | 減碼 |
| McCarthy Asset Management, Inc. | 10,201 | $50.2 萬 | 0.32% | −241−2.3% | 減碼 |
| Monticello Wealth Management, LLC | 10,222 | $50.3 萬 | 0.05% | +1,241+13.8% | 加碼 |
| Delta Financial Group, Inc. | 10,248 | $50.4 萬 | 0.16% | −1,791−14.9% | 減碼 |
| Stephenson National Bank & Trust | 10,248 | $50.4 萬 | 0.25% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 10,252 | $50.5 萬 | 0.12% | +10,252 | 新進 |