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
- 2,153
- 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 898 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 |
|---|---|---|---|---|---|
| Mountain Pacific Investment Advisers Inc | 26,943 | $132.6 萬 | 0.08% | −1,200−4.3% | 減碼 |
| Harbour Investments, Inc. | 26,893 | $132.4 萬 | 0.05% | +3,096+13.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 26,861 | $132.3 萬 | 0.03% | −11,631−30.2% | 減碼 |
| Marex Group plc | 26,830 | $132.1 萬 | 0.05% | +26,830 | 新進 |
| Trinity Financial Advisors LLC | 26,770 | $131.8 萬 | 0.64% | −5,710−17.6% | 減碼 |
| Fiduciary Group LLC | 26,734 | $131.6 萬 | 0.15% | −1,085−3.9% | 減碼 |
| AlphaStar Capital Management, LLC | 26,691 | $131.4 萬 | 0.12% | +4,857+22.2% | 加碼 |
| Alps Advisors Inc | 26,682 | $131.3 萬 | 0.01% | +2,939+12.4% | 加碼 |
| Neville Rodie & Shaw Inc | 26,553 | $130.7 萬 | 0.11% | 00.0% | 不變 |
| Wright Investors Service Inc | 26,459 | $130.2 萬 | 0.37% | −174−0.7% | 減碼 |
| Argent Advisors, Inc. | 26,414 | $130.0 萬 | 0.57% | +169+0.6% | 加碼 |
| Rothschild Investment LLC | 26,405 | $130.0 萬 | 0.11% | +26,405 | 新進 |
| Aspiriant, LLC | 26,347 | $129.7 萬 | 0.06% | −809−3.0% | 減碼 |
| Norden Group LLC | 26,343 | $129.7 萬 | 0.23% | −4,134−13.6% | 減碼 |
| Citizens National Bank Trust Department | 26,245 | $129.2 萬 | 0.33% | −1,270−4.6% | 減碼 |
| Shell Asset Management Co | 26,096 | $128.4 萬 | 0.06% | −37,606−59.0% | 減碼 |
| IPG Investment Advisors LLC | 25,968 | $127.8 萬 | 0.26% | +13,209+103.5% | 加碼 |
| Chicago Partners Investment Group LLC | 25,770 | $127.5 萬 | 0.06% | −485−1.8% | 減碼 |
| Coastal Investment Advisors, Inc. | 25,855 | $127.3 萬 | 0.29% | −502−1.9% | 減碼 |
| Sterling Investment Management, Inc. | 25,819 | $127.1 萬 | 0.93% | −550−2.1% | 減碼 |
| Wrapmanager Inc | 25,748 | $126.7 萬 | 0.37% | −148−0.6% | 減碼 |
| LJI Wealth Management, LLC | 25,720 | $126.6 萬 | 0.33% | −109−0.4% | 減碼 |
| TRUE Private Wealth Advisors | 25,707 | $126.5 萬 | 0.16% | −30−0.1% | 減碼 |
| Holderness Investments Co | 25,608 | $126.0 萬 | 0.35% | +13+0.1% | 加碼 |
| Trust Co of Toledo NA | 25,585 | $125.9 萬 | 0.22% | +30+0.1% | 加碼 |
| Strategic Planning Group, LLC | 25,544 | $125.7 萬 | 0.42% | +25,544 | 新進 |
| Paloma Partners Management Co | 25,503 | $125.5 萬 | 0.21% | +25,503 | 新進 |
| Whittier Trust Co of Nevada Inc | 25,482 | $125.4 萬 | 0.04% | −3,970−13.5% | 減碼 |
| Valley National Advisers Inc | 25,480 | $125.3 萬 | 0.20% | +1,037+4.2% | 加碼 |
| Islay Capital Management, LLC | 25,415 | $125.1 萬 | 0.98% | +22,915+916.6% | 加碼 |
| Gryphon Financial Partners LLC | 26,467 | $124.6 萬 | 0.22% | +12,778+93.3% | 加碼 |
| Thomasville National Bank | 25,294 | $124.5 萬 | 0.11% | −401−1.6% | 減碼 |
| AIA Group Ltd | 25,200 | $124.0 萬 | 0.05% | −9,575−27.5% | 減碼 |
| OneAscent Financial Services LLC | 25,046 | $123.3 萬 | 0.15% | +12,269+96.0% | 加碼 |
| PCJ Investment Counsel Ltd. | 25,000 | $123.0 萬 | 0.47% | −25,450−50.4% | 減碼 |
| Clarius Group, LLC | 24,899 | $122.6 萬 | 0.10% | −119−0.5% | 減碼 |
| First Financial Bank - Trust Division | 24,892 | $122.5 萬 | 0.12% | −194−0.8% | 減碼 |
| Tealwood Asset Management Inc | 24,730 | $121.7 萬 | 0.58% | +340+1.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 24,556 | $121.5 萬 | 0.02% | +3,311+15.6% | 加碼 |
| Citadel Investment Advisory, Inc. | 24,686 | $121.5 萬 | 0.75% | −871−3.4% | 減碼 |
| Bartlett & Co. LLC | 24,556 | $121.5 萬 | 0.02% | +3,311+15.6% | 加碼 |
| Cadinha & Co LLC | 24,572 | $120.9 萬 | 0.19% | −124−0.5% | 減碼 |
| First Citizens Bank & Trust Co | 24,304 | $119.6 萬 | 0.02% | −267−1.1% | 減碼 |
| Buffington Mohr McNeal | 24,283 | $119.5 萬 | 0.24% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 24,140 | $118.8 萬 | 0.39% | −36,129−59.9% | 減碼 |
| Ironwood Investment Counsel, LLC | 24,052 | $118.4 萬 | 0.22% | −1,287−5.1% | 減碼 |
| NBC Securities, Inc. | 24,044 | $118.3 萬 | 0.12% | −850−3.4% | 減碼 |
| First Bank & Trust | 23,962 | $117.9 萬 | 0.28% | −29−0.1% | 減碼 |
| GHP Investment Advisors, Inc. | 23,917 | $117.7 萬 | 0.06% | +388+1.6% | 加碼 |
| Modera Wealth Management, LLC | 23,881 | $117.5 萬 | 0.02% | −465−1.9% | 減碼 |
| Murphy Pohlad Asset Management LLC | 23,870 | $117.5 萬 | 0.49% | −400−1.6% | 減碼 |
| Insight Advisors, LLC | 23,847 | $117.4 萬 | 0.25% | +45+0.2% | 加碼 |
| Davidson Trust Co | 23,785 | $117.1 萬 | 0.76% | +772+3.4% | 加碼 |
| Drive Wealth Management, LLC | 23,779 | $117.0 萬 | 0.38% | −593−2.4% | 減碼 |
| First Horizon Advisors, Inc. | 23,727 | $116.8 萬 | 0.04% | −917−3.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 23,674 | $116.5 萬 | 0.10% | +60.0% | 加碼 |
| Fidelis Capital Partners, LLC | 23,599 | $116.2 萬 | 0.26% | −4,986−17.4% | 減碼 |
| Leavell Investment Management, Inc. | 23,589 | $116.1 萬 | 0.07% | −4,120−14.9% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 23,504 | $115.7 萬 | 0.28% | +30.0% | 加碼 |
| Degroof Petercam Asset Management | 23,500 | $115.7 萬 | 0.02% | +23,500 | 新進 |
| Silvercrest Asset Management Group LLC | 23,486 | $115.6 萬 | 0.01% | −4,931−17.4% | 減碼 |
| Cercano Management LLC | 23,474 | $115.5 萬 | 0.04% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 23,458 | $115.5 萬 | 0.15% | +578+2.5% | 加碼 |
| GFG Capital, LLC | 23,437 | $115.4 萬 | 0.31% | +68+0.3% | 加碼 |
| Argus Investors' Counsel, Inc. | 23,378 | $115.1 萬 | 0.74% | +20+0.1% | 加碼 |
| First City Capital Management, Inc. | 23,364 | $115.0 萬 | 0.67% | +785+3.5% | 加碼 |
| Laurel Wealth Advisors LLC | 23,304 | $114.7 萬 | 0.22% | +1,803+8.4% | 加碼 |
| Washington Trust Co | 23,129 | $113.8 萬 | 0.05% | +399+1.8% | 加碼 |
| Martin & Co Inc | 23,090 | $113.7 萬 | 0.28% | −1,063−4.4% | 減碼 |
| Aspire Private Capital, LLC | 23,039 | $113.4 萬 | 0.34% | +678+3.0% | 加碼 |
| Wunderlich Capital Managemnt | 23,014 | $113.3 萬 | 0.51% | +1,379+6.4% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 23,005 | $113.2 萬 | 0.30% | −208−0.9% | 減碼 |
| Vista Wealth Management Group, LLC | 22,853 | $112.5 萬 | 0.10% | −14,297−38.5% | 減碼 |
| Lazari Capital Management, Inc. | 22,804 | $112.2 萬 | 0.64% | +202+0.9% | 加碼 |
| Fulton Bank, N.A. | 22,798 | $112.2 萬 | 0.05% | −1,970−8.0% | 減碼 |
| Independent Financial Group, LLC | 22,797 | $112.2 萬 | 0.06% | +1,979+9.5% | 加碼 |
| Louisbourg Investments Inc. | 29,322 | $112.1 萬 | 0.34% | +29,322 | 新進 |
| Great Lakes Retirement, Inc. | 22,775 | $112.1 萬 | 0.18% | +20+0.1% | 加碼 |
| Congress Wealth Management LLC | 22,716 | $111.8 萬 | 0.02% | −100.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 22,615 | $111.3 萬 | 0.04% | +4,053+21.8% | 加碼 |
| Soltis Investment Advisors LLC | 22,596 | $111.2 萬 | 0.13% | −94,804−80.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 22,575 | $111.1 萬 | 0.02% | −720−3.1% | 減碼 |
| Pflug Koory, LLC | 22,554 | $111.0 萬 | 0.59% | −100−0.4% | 減碼 |
| Narwhal Capital Management | 22,514 | $110.8 萬 | 0.12% | −8,652−27.8% | 減碼 |
| Rossmore Private Capital | 22,474 | $110.6 萬 | 0.16% | 00.0% | 不變 |
| Private Trust Co NA | 22,418 | $110.3 萬 | 0.13% | +1,281+6.1% | 加碼 |
| Westmount Partners, LLC | 22,363 | $110.1 萬 | 0.45% | −509−2.2% | 減碼 |
| Cetera Trust Company, N.A | 22,278 | $109.7 萬 | 0.68% | +22,278 | 新進 |
| HAP Trading, LLC | 22,219 | $109.4 萬 | 0.32% | +22,219 | 新進 |
| Penserra Capital Management LLC | 22,213 | $109.2 萬 | 0.02% | −3,599−13.9% | 減碼 |
| Private Management Group Inc | 22,160 | $109.1 萬 | 0.04% | +500+2.3% | 加碼 |
| Sawyer & Company, Inc | 22,110 | $108.8 萬 | 0.48% | −1,796−7.5% | 減碼 |
| Lake Street Advisors Group, LLC | 22,094 | $108.7 萬 | 0.05% | −1,468−6.2% | 減碼 |
| Ruffer LLP | 22,000 | $108.3 萬 | 0.04% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 21,902 | $107.8 萬 | 0.04% | −761−3.4% | 減碼 |
| Prudent Man Advisors, LLC | 21,861 | $107.6 萬 | 0.40% | −1,374−5.9% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 21,859 | $107.6 萬 | 0.10% | −461−2.1% | 減碼 |
| Affinity Investment Advisors, LLC | 21,851 | $107.6 萬 | 0.73% | −1,729−7.3% | 減碼 |
| Pacific Center for Financial Services | 21,821 | $107.4 萬 | 0.34% | −11−0.1% | 減碼 |
| RNC Capital Management LLC | 21,655 | $106.6 萬 | 0.06% | −43−0.2% | 減碼 |