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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 21,699 | $106.0 萬 | 0.54% | −527−2.4% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 21,508 | $105.9 萬 | 0.13% | +40.0% | 加碼 |
| Massmutual Trust Co FSB | 21,490 | $105.8 萬 | 0.04% | −1,297−5.7% | 減碼 |
| Sepio Capital, LP | 21,372 | $105.2 萬 | 0.09% | +169+0.8% | 加碼 |
| Courier Capital LLC | 21,289 | $104.8 萬 | 0.08% | +20.0% | 加碼 |
| Seneca Financial Advisors LLC | 21,273 | $104.7 萬 | 0.61% | 00.0% | 不變 |
| VELA Investment Management, LLC | 21,082 | $103.8 萬 | 0.42% | +1,994+10.4% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 21,037 | $103.7 萬 | 0.02% | −6,751−24.3% | 減碼 |
| American State Bank (Iowa) | 20,997 | $103.3 萬 | 0.66% | +598+2.9% | 加碼 |
| Ronald Blue Trust, Inc. | 25,304 | $103.3 萬 | 0.02% | +1,574+6.6% | 加碼 |
| Skopos Labs, Inc. | 20,949 | $103.1 萬 | 0.49% | +20,949 | 新進 |
| GAMMA Investing LLC | 20,525 | $103.0 萬 | 0.28% | +20,525 | 新進 |
| Atom Investors LP | 20,925 | $103.0 萬 | 0.18% | −48,100−69.7% | 減碼 |
| Kennedy Investment Group | 20,916 | $102.9 萬 | 0.58% | −304−1.4% | 減碼 |
| Salem Investment Counselors Inc | 20,912 | $102.9 萬 | 0.04% | −324−1.5% | 減碼 |
| Fisher Asset Management, LLC | 20,900 | $102.9 萬 | 0.00% | −3,264−13.5% | 減碼 |
| Winthrop Capital Management, LLC | 20,742 | $102.1 萬 | 0.33% | +20,742 | 新進 |
| HBK Sorce Advisory LLC | 20,541 | $101.1 萬 | 0.04% | −1,757−7.9% | 減碼 |
| Lindbrook Capital, LLC | 20,503 | $100.9 萬 | 0.10% | +592+3.0% | 加碼 |
| Excalibur Management Corp | 20,491 | $100.9 萬 | 0.47% | −972−4.5% | 減碼 |
| Apella Capital, LLC | 20,448 | $100.8 萬 | 0.06% | +4,484+28.1% | 加碼 |
| London & Capital Asset Management Ltd | 20,467 | $100.7 萬 | 0.08% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 20,418 | $100.5 萬 | 0.09% | −612−2.9% | 減碼 |
| Telos Capital Management, Inc. | 20,391 | $100.4 萬 | 0.12% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 20,388 | $100.4 萬 | 0.17% | +3,658+21.9% | 加碼 |
| Citizens Financial Group Inc | 20,380 | $100.3 萬 | 0.03% | +7,673+60.4% | 加碼 |
| Main Street Research LLC | 20,358 | $100.2 萬 | 0.08% | +780+4.0% | 加碼 |
| Sage Rhino Capital LLC | 20,320 | $100.0 萬 | 0.26% | −10.0% | 減碼 |
| ZWJ Investment Counsel Inc | 20,299 | $99.9 萬 | 0.05% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 20,289 | $99.9 萬 | 0.44% | +2,174+12.0% | 加碼 |
| XML Financial, LLC | 20,288 | $99.9 萬 | 0.11% | +1,210+6.3% | 加碼 |
| CX Institutional | 20,280 | $99.8 萬 | 0.05% | +217+1.1% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 20,270 | $99.8 萬 | 0.24% | +20,270 | 新進 |
| Western Wealth Management, LLC | 20,226 | $99.6 萬 | 0.07% | −362−1.8% | 減碼 |
| Miracle Mile Advisors, LLC | 20,219 | $99.5 萬 | 0.03% | −3,672−15.4% | 減碼 |
| LS Investment Advisors, LLC | 20,213 | $99.5 萬 | 0.17% | 00.0% | 不變 |
| Private Wealth Group, LLC | 20,112 | $99.0 萬 | 0.56% | 00.0% | 不變 |
| LifePlan Financial, LLC | 20,095 | $98.9 萬 | 0.99% | +20,095 | 新進 |
| Harbor Advisors LLC | 20,000 | $98.4 萬 | 0.19% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 19,947 | $98.2 萬 | 0.26% | −445−2.2% | 減碼 |
| Castle Rock Wealth Management, LLC | 19,506 | $97.5 萬 | 0.30% | +30.0% | 加碼 |
| Csenge Advisory Group | 19,800 | $97.5 萬 | 0.06% | −923−4.5% | 減碼 |
| Balentine LLC | 19,787 | $97.4 萬 | 0.03% | +9,450+91.4% | 加碼 |
| Arete Wealth Advisors, LLC | 20,439 | $97.1 萬 | 0.07% | +343+1.7% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 19,699 | $97.0 萬 | 0.26% | −852−4.1% | 減碼 |
| Spire Wealth Management | 20,125 | $96.8 萬 | 0.03% | +100+0.5% | 加碼 |
| First PREMIER Bank | 19,663 | $96.8 萬 | 0.27% | 00.0% | 不變 |
| Busey Wealth Management | 19,653 | $96.7 萬 | 0.04% | 00.0% | 不變 |
| Chou Associates Management Inc.大師Chou Associates | 19,542 | $96.2 萬 | 1.26% | 00.0% | 不變 |
| Cito Capital Group, LLC | 19,503 | $96.0 萬 | 0.41% | +3,000+18.2% | 加碼 |
| IHT Wealth Management, LLC | 19,449 | $95.7 萬 | 0.04% | −2,121−9.8% | 減碼 |
| Investors Research Corp | 19,438 | $95.7 萬 | 0.23% | −387−2.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 19,367 | $95.3 萬 | 0.02% | −10,187−34.5% | 減碼 |
| Accredited Investors Inc. | 19,181 | $94.4 萬 | 0.07% | −1,238−6.1% | 減碼 |
| Boit C F David | 19,363 | $94.3 萬 | 0.53% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 19,100 | $94.0 萬 | 0.19% | −4,100−17.7% | 減碼 |
| BlueCrest Capital Management Ltd | 19,026 | $93.6 萬 | 0.16% | −41,745−68.7% | 減碼 |
| Foresight Global Investors, Inc. | 19,020 | $93.6 萬 | 0.54% | −3,423−15.3% | 減碼 |
| Americana Partners, LLC | 13,993 | $93.5 萬 | 0.09% | −3,719−21.0% | 減碼 |
| Symmetry Partners, LLC | 18,870 | $93.4 萬 | 0.05% | −9,678−33.9% | 減碼 |
| Hexagon Capital Partners LLC | 18,955 | $93.3 萬 | 0.22% | +3,187+20.2% | 加碼 |
| BLB&B Advisors, LLC | 18,930 | $93.2 萬 | 0.06% | −1,423−7.0% | 減碼 |
| Annandale Capital, LLC | 18,901 | $93.0 萬 | 0.22% | −124−0.7% | 減碼 |
| SageView Advisory Group, LLC | 18,164 | $93.0 萬 | 0.04% | +11,414+169.1% | 加碼 |
| Essex Savings Bank | 18,835 | $92.7 萬 | 0.27% | +1,475+8.5% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,792 | $92.5 萬 | 0.57% | −10−0.1% | 減碼 |
| Sentry LLC | 18,784 | $92.5 萬 | 0.20% | −200−1.1% | 減碼 |
| Johnson Investment Counsel Inc | 18,730 | $92.2 萬 | 0.01% | −968−4.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 18,717 | $92.1 萬 | 0.08% | +723+4.0% | 加碼 |
| Quilter Plc | 18,635 | $92.0 萬 | 0.03% | +112+0.6% | 加碼 |
| Unique Wealth Strategies, LLC | 18,657 | $91.8 萬 | 0.61% | +18,657 | 新進 |
| Essex Financial Services, Inc. | 18,619 | $91.6 萬 | 0.09% | −7,655−29.1% | 減碼 |
| Caldwell Trust Co | 18,523 | $91.2 萬 | 0.12% | −1,694−8.4% | 減碼 |
| Stewart & Patten Co LLC | 18,520 | $91.2 萬 | 0.14% | −600−3.1% | 減碼 |
| Equitable Trust Co | 18,456 | $90.8 萬 | 0.07% | +9,851+114.5% | 加碼 |
| Financial Partners Group, LLC | 18,419 | $90.7 萬 | 0.41% | +400+2.2% | 加碼 |
| Sompo Asset Management Co., Ltd. | 18,410 | $90.6 萬 | 0.16% | +1,060+6.1% | 加碼 |
| Northern Oak Wealth Management Inc | 18,343 | $90.3 萬 | 0.11% | −4,856−20.9% | 減碼 |
| DMG Group, LLC | 18,266 | $89.9 萬 | 0.85% | −861−4.5% | 減碼 |
| First National Trust Co | 18,233 | $89.7 萬 | 0.04% | 00.0% | 不變 |
| Brookstone Capital Management | 18,213 | $89.6 萬 | 0.02% | −97−0.5% | 減碼 |
| Kanawha Capital Management LLC | 18,188 | $89.5 萬 | 0.08% | −2,951−14.0% | 減碼 |
| Everpar Advisors LLC | 18,167 | $89.4 萬 | 0.42% | +18,167 | 新進 |
| Colony Group, LLC | 18,154 | $89.4 萬 | 0.01% | +18,154 | 新進 |
| Lebenthal Global Advisors, LLC | 18,127 | $89.2 萬 | 0.21% | −11−0.1% | 減碼 |
| Regents of the University of California | 18,106 | $89.1 萬 | 0.11% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 18,088 | $89.0 萬 | 0.34% | −344−1.9% | 減碼 |
| Syon Capital LLC | 18,015 | $88.7 萬 | 0.09% | +1,685+10.3% | 加碼 |
| Barbara Oil Co. | 18,000 | $88.6 萬 | 0.40% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 17,993 | $88.6 萬 | 0.05% | −83−0.5% | 減碼 |
| Diligent Investors, LLC | 17,943 | $88.3 萬 | 0.24% | +32+0.2% | 加碼 |
| Verdence Capital Advisors LLC | 17,934 | $88.3 萬 | 0.09% | −3,729−17.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 17,933 | $88.3 萬 | 0.08% | −1,557−8.0% | 減碼 |
| Ramiah Investment Group | 17,920 | $88.2 萬 | 0.83% | −970−5.1% | 減碼 |
| WP Advisors, LLC | 17,883 | $88.0 萬 | 0.33% | −286−1.6% | 減碼 |
| Principle Wealth Partners LLC | 17,778 | $87.5 萬 | 0.08% | −44−0.2% | 減碼 |
| Greatmark Investment Partners, Inc. | 17,722 | $87.2 萬 | 0.14% | +374+2.2% | 加碼 |
| Gotham Asset Management, LLC | 17,701 | $87.1 萬 | 0.02% | −1,251−6.6% | 減碼 |
| Wharton Business Group, LLC | 17,700 | $87.1 萬 | 0.04% | −300−1.7% | 減碼 |
| Summit Financial Group Inc | 17,635 | $86.8 萬 | 0.33% | 00.0% | 不變 |