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 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 10,325 | $50.8 萬 | 0.03% | −1,575−13.2% | 減碼 |
| Harmony Asset Management LLC | 10,337 | $50.9 萬 | 0.22% | +10,337 | 新進 |
| Verum Partners LLC | 10,373 | $51.1 萬 | 0.20% | +985+10.5% | 加碼 |
| Institute for Wealth Management, LLC. | 10,387 | $51.1 萬 | 0.08% | −155−1.5% | 減碼 |
| Beaton Management Co. Inc. | 10,400 | $51.2 萬 | 0.31% | −650−5.9% | 減碼 |
| Hancock Whitney Corp | 10,410 | $51.2 萬 | 0.02% | −485−4.5% | 減碼 |
| LMG Wealth Partners, LLC | 10,423 | $51.3 萬 | 0.14% | +1,591+18.0% | 加碼 |
| Global Trust Asset Management, LLC | 10,459 | $51.5 萬 | 0.23% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 10,472 | $51.5 萬 | 0.10% | +53+0.5% | 加碼 |
| Abel Hall, LLC | 10,480 | $51.6 萬 | 0.44% | +10,480 | 新進 |
| Sivia Capital Partners, LLC | 10,486 | $51.6 萬 | 0.39% | +10,486 | 新進 |
| Osborne Partners Capital Management, LLC | 10,501 | $51.7 萬 | 0.03% | −454−4.1% | 減碼 |
| Symmetry Investments LP | 10,516 | $51.8 萬 | 0.09% | −20,465−66.1% | 減碼 |
| GeoWealth Management, LLC | 10,503 | $51.8 萬 | 0.04% | +8,386+396.1% | 加碼 |
| LGT Financial Advisors LLC | 10,532 | $51.8 萬 | 0.63% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 10,552 | $51.9 萬 | 0.13% | +89+0.9% | 加碼 |
| Douglas Lane & Associates, LLC | 10,564 | $52.0 萬 | 0.01% | −115−1.1% | 減碼 |
| Hikari Tsushin, Inc. | 10,631 | $52.3 萬 | 0.05% | 00.0% | 不變 |
| Platform Technology Partners | 10,699 | $52.3 萬 | 0.20% | −30−0.3% | 減碼 |
| BKD Wealth Advisors, LLC | 10,707 | $52.7 萬 | 0.01% | −1,777−14.2% | 減碼 |
| Private Portfolio Partners LLC | 10,717 | $52.7 萬 | 0.12% | −63−0.6% | 減碼 |
| Mechanics Bank Trust Department | 10,738 | $52.9 萬 | 0.08% | 00.0% | 不變 |
| TCTC Holdings, LLC | 10,764 | $53.0 萬 | 0.02% | −515−4.6% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 10,785 | $53.1 萬 | 0.16% | −387−3.5% | 減碼 |
| Radnor Capital Management, LLC | 10,816 | $53.2 萬 | 0.10% | −53−0.5% | 減碼 |
| CIC Wealth, LLC | 10,813 | $53.2 萬 | 0.17% | −4,314−28.5% | 減碼 |
| Chicago Trust Co NA | 10,829 | $53.3 萬 | 0.12% | −53−0.5% | 減碼 |
| Quent Capital, LLC | 10,865 | $53.5 萬 | 0.07% | +542+5.3% | 加碼 |
| Kovack Advisors, Inc. | 10,870 | $53.5 萬 | 0.06% | +590+5.7% | 加碼 |
| Lee Financial Co | 10,899 | $53.6 萬 | 0.09% | +129+1.2% | 加碼 |
| Aviso Wealth Management | 10,949 | $53.9 萬 | 0.39% | +10,949 | 新進 |
| Summit Financial, LLC | 10,950 | $53.9 萬 | 0.04% | +10+0.1% | 加碼 |
| Crawford Investment Counsel Inc | 11,016 | $54.2 萬 | 0.01% | +2,799+34.1% | 加碼 |
| World Equity Group, Inc. | 11,016 | $54.2 萬 | 0.11% | +1,934+21.3% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 11,052 | $54.4 萬 | 0.28% | −30.0% | 減碼 |
| Traynor Capital Management, Inc. | 11,059 | $54.4 萬 | 0.06% | +2,533+29.7% | 加碼 |
| Canandaigua National Bank & Trust Co | 11,062 | $54.4 萬 | 0.08% | −65−0.6% | 減碼 |
| River Wealth Advisors LLC | 11,093 | $54.6 萬 | 0.09% | −1,482−11.8% | 減碼 |
| Trust Co of Vermont | 11,096 | $54.6 萬 | 0.04% | −566−4.9% | 減碼 |
| MCF Advisors LLC | 11,113 | $54.7 萬 | 0.04% | +1,737+18.5% | 加碼 |
| First Nebraska Trust Co | 11,116 | $54.7 萬 | 0.06% | −100−0.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 11,119 | $54.7 萬 | 0.36% | −95−0.8% | 減碼 |
| Ameritas Advisory Services, LLC | 11,164 | $54.8 萬 | 0.03% | −10,857−49.3% | 減碼 |
| Bristlecone Advisors, LLC | 11,134 | $54.8 萬 | 0.06% | −8,899−44.4% | 減碼 |
| Redwood Investment Management, LLC | 11,149 | $54.9 萬 | 0.05% | +11,149 | 新進 |
| Good Life Advisors, LLC | 11,168 | $55.0 萬 | 0.05% | +63+0.6% | 加碼 |
| Flagstone Financial Management | 11,204 | $55.1 萬 | 0.23% | +800+7.7% | 加碼 |
| G&S Capital LLC | 11,218 | $55.2 萬 | 0.26% | −699−5.9% | 減碼 |
| Alterna Wealth Management, Inc | 11,219 | $55.2 萬 | 0.66% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 11,233 | $55.3 萬 | 0.10% | +1,433+14.6% | 加碼 |
| South State Corp. | 11,234 | $55.3 萬 | 0.05% | −678−5.7% | 減碼 |
| Mengis Capital Management, Inc. | 11,284 | $55.5 萬 | 0.10% | +10.0% | 加碼 |
| Woodmont Investment Counsel LLC | 11,286 | $55.6 萬 | 0.05% | +97+0.9% | 加碼 |
| Cumberland Advisors Inc | 11,300 | $55.6 萬 | 0.24% | −1,000−8.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 11,310 | $55.7 萬 | 0.11% | −408−3.5% | 減碼 |
| Perennial Investment Advisors, LLC | 11,367 | $55.9 萬 | 0.09% | −505−4.3% | 減碼 |
| Econ Financial Services Corp | 11,389 | $56.1 萬 | 0.39% | −34,239−75.0% | 減碼 |
| HCR Wealth Advisors | 11,396 | $56.1 萬 | 0.09% | +1,215+11.9% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 11,442 | $56.3 萬 | 0.02% | +11,442 | 新進 |
| StrategIQ Financial Group, LLC | 11,457 | $56.4 萬 | 0.06% | −383−3.2% | 減碼 |
| Farther Finance Advisors, LLC | 11,468 | $56.4 萬 | 0.04% | +5,118+80.6% | 加碼 |
| StoneX Group Inc. | 11,477 | $56.5 萬 | 0.06% | −4,226−26.9% | 減碼 |
| Bridges Investment Management Inc | 11,507 | $56.6 萬 | 0.02% | −1,307−10.2% | 減碼 |
| Sebold Capital Management, Inc. | 11,524 | $56.7 萬 | 0.42% | −1,000−8.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 11,580 | $57.0 萬 | 0.19% | +1,386+13.6% | 加碼 |
| All Terrain Financial Advisors, LLC | 11,640 | $57.3 萬 | 0.26% | 00.0% | 不變 |
| Leisure Capital Management | 11,641 | $57.3 萬 | 0.31% | −161−1.4% | 減碼 |
| Correct Capital Wealth Management | 11,651 | $57.3 萬 | 0.15% | +11,651 | 新進 |
| BBR Partners, LLC | 11,665 | $57.4 萬 | 0.06% | −6,429−35.5% | 減碼 |
| Quadcap Wealth Management, LLC | 11,703 | $57.6 萬 | 0.15% | +11,703 | 新進 |
| Sapient Capital LLC | 11,708 | $57.6 萬 | 0.01% | +11,708 | 新進 |
| PFW Advisors LLC | 11,770 | $57.9 萬 | 0.19% | +739+6.7% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 11,800 | $58.1 萬 | 0.52% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 11,825 | $58.2 萬 | 0.02% | +11,825 | 新進 |
| Peak Planning Group, LLC | 11,854 | $58.3 萬 | 0.42% | −1,000−7.8% | 減碼 |
| Rockland Trust Co | 11,861 | $58.4 萬 | 0.03% | −2,077−14.9% | 減碼 |
| MEMBERS Trust Co | 11,811 | $58.4 萬 | 0.02% | +4,950+72.1% | 加碼 |
| Resource Consulting Group Inc | 11,896 | $58.6 萬 | 0.10% | +11,896 | 新進 |
| Farmers Trust Co | 11,911 | $58.6 萬 | 0.12% | −125−1.0% | 減碼 |
| Zions Bancorporation, N.A. | 11,917 | $58.7 萬 | 0.04% | +300+2.6% | 加碼 |
| Basepoint Wealth LLC | 11,950 | $58.8 萬 | 0.47% | −1,034−8.0% | 減碼 |
| Cutler Group LP | 12,058 | $59.3 萬 | 0.08% | −39,392−76.6% | 減碼 |
| KG&L Capital Management,LLC | 12,729 | $59.3 萬 | 0.25% | −34,932−73.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 12,073 | $59.4 萬 | 0.05% | +12,073 | 新進 |
| Sierra Summit Advisors LLC | 12,134 | $59.7 萬 | 0.17% | +12,134 | 新進 |
| Fayez Sarofim & Co | 12,429 | $59.7 萬 | 0.00% | 00.0% | 不變 |
| Jacobs & Co | 12,157 | $59.8 萬 | 0.07% | −225−1.8% | 減碼 |
| Connectus Wealth, LLC | 12,226 | $60.2 萬 | 0.01% | +679+5.9% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 12,252 | $60.3 萬 | 0.07% | +246+2.0% | 加碼 |
| FSB Premier Wealth Management, Inc. | 12,253 | $60.3 萬 | 0.30% | +1,931+18.7% | 加碼 |
| Deseret Mutual Benefit Administrators | 12,291 | $60.5 萬 | 0.35% | −3,987−24.5% | 減碼 |
| Chilton Capital Management LLC | 12,390 | $61.0 萬 | 0.03% | −259−2.0% | 減碼 |
| Wintrust Investments LLC | 12,431 | $61.2 萬 | 0.06% | −379−3.0% | 減碼 |
| Bremer Bank National Association | 12,494 | $61.5 萬 | 0.11% | −6,524−34.3% | 減碼 |
| Proequities, Inc. | 12,578 | $61.9 萬 | 0.04% | −188−1.5% | 減碼 |
| Pettyjohn, Wood & White, Inc | 12,588 | $62.0 萬 | 0.13% | −714−5.4% | 減碼 |
| Tranquilli Financial Advisor LLC | 12,595 | $62.0 萬 | 0.44% | +964+8.3% | 加碼 |
| Allstate Corp | 12,612 | $62.1 萬 | 0.04% | −322−2.5% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 12,631 | $62.2 萬 | 0.04% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 12,645 | $62.2 萬 | 0.14% | +1,259+11.1% | 加碼 |