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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 17,623 | $86.7 萬 | 0.14% | +992+6.0% | 加碼 |
| Palisade Asset Management, LLC | 17,613 | $86.7 萬 | 0.10% | −18−0.1% | 減碼 |
| 1st Source Bank | 17,571 | $86.5 萬 | 0.05% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 17,475 | $86.0 萬 | 0.08% | +1,325+8.2% | 加碼 |
| Lodestar Private Asset Management LLC | 17,464 | $86.0 萬 | 0.13% | −5,124−22.7% | 減碼 |
| Pure Financial Advisors, Inc. | 17,393 | $85.6 萬 | 0.03% | +2,199+14.5% | 加碼 |
| Intrinsic Value Partners, LLC | 17,315 | $85.2 萬 | 0.99% | −130−0.7% | 減碼 |
| Studio Investment Management LLC | 17,314 | $85.2 萬 | 0.22% | +7,068+69.0% | 加碼 |
| Lipe & Dalton | 17,300 | $85.2 萬 | 0.46% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 17,295 | $85.1 萬 | 0.20% | +12,673+274.2% | 加碼 |
| LMCG Investments, LLC | 17,252 | $84.9 萬 | 0.05% | −218−1.2% | 減碼 |
| Avion Wealth | 17,249 | $84.9 萬 | 0.24% | −40.0% | 減碼 |
| Chicago Capital, LLC | 17,169 | $84.5 萬 | 0.03% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 17,121 | $84.3 萬 | 0.45% | −1,038−5.7% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 17,112 | $84.2 萬 | 0.03% | −1,151−6.3% | 減碼 |
| Wallace Advisory Group, LLC | 20,597 | $84.2 萬 | 0.66% | +9,526+86.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 17,087 | $84.1 萬 | 0.04% | −519−2.9% | 減碼 |
| Buckingham Strategic Partners | 17,072 | $84.0 萬 | 0.04% | −654−3.7% | 減碼 |
| Fragasso Group Inc. | 16,999 | $83.7 萬 | 0.08% | −2,792−14.1% | 減碼 |
| Marcum Wealth, LLC | 16,878 | $83.1 萬 | 0.09% | +1,407+9.1% | 加碼 |
| Mutual Advisors, LLC | 16,837 | $82.9 萬 | 0.03% | −592−3.4% | 減碼 |
| GM Advisory Group, Inc. | 16,777 | $82.6 萬 | 0.06% | +451+2.8% | 加碼 |
| Mather Group, LLC. | 16,736 | $82.4 萬 | 0.01% | −2,369−12.4% | 減碼 |
| Garrison Point Advisors, LLC | 16,726 | $82.3 萬 | 0.58% | 00.0% | 不變 |
| Boltwood Capital Management | 16,700 | $82.2 萬 | 0.27% | 00.0% | 不變 |
| Strategic Investment Advisors | 16,698 | $82.2 萬 | 0.12% | −1,244−6.9% | 減碼 |
| Cascade Investment Advisors, Inc. | 16,600 | $81.7 萬 | 0.58% | 00.0% | 不變 |
| Van Cleef Asset Management,Inc | 16,582 | $81.6 萬 | 0.11% | +10,001+152.0% | 加碼 |
| Peoples Financial Services Corp. | 16,514 | $81.3 萬 | 0.35% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 16,490 | $81.2 萬 | 0.02% | +435+2.7% | 加碼 |
| Lantz Financial LLC | 16,470 | $81.1 萬 | 0.29% | +97+0.6% | 加碼 |
| Douglass Winthrop Advisors, LLC | 16,400 | $80.7 萬 | 0.02% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 16,393 | $80.7 萬 | 0.27% | −36−0.2% | 減碼 |
| Perennial Advisors, LLC | 16,381 | $80.6 萬 | 0.20% | −9−0.1% | 減碼 |
| Tobam | 16,347 | $80.5 萬 | 0.07% | −1,653−9.2% | 減碼 |
| Heartland Bank & Trust Co | 16,342 | $80.4 萬 | 0.55% | −602−3.6% | 減碼 |
| Cypress Wealth Services, LLC | 16,302 | $80.2 萬 | 0.20% | −75−0.5% | 減碼 |
| JFS Wealth Advisors, LLC | 16,284 | $80.1 萬 | 0.07% | −299−1.8% | 減碼 |
| Lafayette Investments, Inc. | 16,245 | $80.0 萬 | 0.20% | −1,500−8.5% | 減碼 |
| Boothbay Fund Management, LLC | 16,163 | $79.6 萬 | 0.03% | −4,999−23.6% | 減碼 |
| Keystone Financial Services | 16,109 | $79.3 萬 | 0.37% | +76+0.5% | 加碼 |
| Mainstay Capital Management LLC | 16,107 | $79.3 萬 | 0.15% | +2,981+22.7% | 加碼 |
| Financial Network Wealth Advisors LLC | 16,046 | $79.0 萬 | 0.84% | +16,046 | 新進 |
| First National Bank Sioux Falls | 15,957 | $78.5 萬 | 0.40% | −2,500−13.5% | 減碼 |
| Nicolet Bankshares Inc | 15,918 | $78.3 萬 | 0.21% | −150−0.9% | 減碼 |
| Appleton Partners Inc | 15,916 | $78.3 萬 | 0.06% | −1,014−6.0% | 減碼 |
| Element Wealth, LLC | 15,889 | $78.2 萬 | 0.49% | −10.0% | 減碼 |
| Stock Yards Bank & Trust Co | 15,849 | $78.0 萬 | 0.03% | +665+4.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 15,848 | $78.0 萬 | 0.06% | 00.0% | 不變 |
| Triumph Capital Management | 15,840 | $78.0 萬 | 0.33% | −4,085−20.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,832 | $77.9 萬 | 0.07% | +2,311+17.1% | 加碼 |
| AMG National Trust Bank | 15,803 | $77.8 萬 | 0.02% | +687+4.5% | 加碼 |
| Financial Advisory Corp | 15,772 | $77.6 萬 | 0.35% | +2,935+22.9% | 加碼 |
| VCI Wealth Management LLC | 15,713 | $77.3 萬 | 0.47% | +15,713 | 新進 |
| Wealth Alliance | 15,602 | $76.8 萬 | 0.11% | +1,197+8.3% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 15,570 | $76.6 萬 | 0.03% | +15,570 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,528 | $76.4 萬 | 0.15% | +1,575+11.3% | 加碼 |
| M Holdings Securities, Inc. | 15,505 | $76.3 萬 | 0.09% | +25+0.2% | 加碼 |
| Circle Wealth Management, LLC | 15,496 | $76.3 萬 | 0.02% | −1,606−9.4% | 減碼 |
| JNBA Financial Advisors | 15,456 | $76.1 萬 | 0.09% | +900+6.2% | 加碼 |
| Becker Capital Management Inc | 15,438 | $76.0 萬 | 0.03% | +260+1.7% | 加碼 |
| Edge Capital Group, LLC | 15,385 | $75.7 萬 | 0.04% | −337−2.1% | 減碼 |
| Gilbert & Cook, Inc. | 15,326 | $75.4 萬 | 0.11% | −500−3.2% | 減碼 |
| Breakwater Capital Group | 15,452 | $75.0 萬 | 0.21% | +1,798+13.2% | 加碼 |
| Sippican Capital Advisors | 15,233 | $75.0 萬 | 0.59% | +6,940+83.7% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 15,168 | $74.7 萬 | 0.37% | +15,168 | 新進 |
| IVC Wealth Advisors LLC | 15,140 | $74.5 萬 | 0.46% | −2,467−14.0% | 減碼 |
| Hutner Capital Management Inc | 15,126 | $74.5 萬 | 0.44% | −1,260−7.7% | 減碼 |
| Waldron Private Wealth LLC | 15,013 | $73.9 萬 | 0.04% | +2,203+17.2% | 加碼 |
| Cambridge Trust Co | 15,005 | $73.9 萬 | 0.03% | −268−1.8% | 減碼 |
| Graypoint LLC | 15,004 | $73.8 萬 | 0.06% | +2,052+15.8% | 加碼 |
| Jupiter Wealth Management LLC | 15,000 | $73.8 萬 | 0.43% | 00.0% | 不變 |
| Analyst IMS Investment Management Services Ltd. | 14,994 | $73.8 萬 | 0.04% | −2,533−14.5% | 減碼 |
| Anchor Investment Management, LLC | 14,981 | $73.7 萬 | 0.08% | +80+0.5% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 14,968 | $73.7 萬 | 0.49% | −373−2.4% | 減碼 |
| Highlander Capital Management, LLC | 14,968 | $73.7 萬 | 0.26% | +897+6.4% | 加碼 |
| North Star Investment Management Corp. | 14,950 | $73.6 萬 | 0.06% | −2,936−16.4% | 減碼 |
| Jones Financial Companies LLLP | 14,886 | $73.3 萬 | 0.00% | +3,629+32.2% | 加碼 |
| Pearl River Capital, LLC | 14,835 | $73.0 萬 | 0.12% | +14,835 | 新進 |
| Sandy Spring Bank | 14,819 | $72.9 萬 | 0.04% | +5,557+60.0% | 加碼 |
| MTM Investment Management, LLC | 14,806 | $72.9 萬 | 0.33% | +14,806 | 新進 |
| Quotient Wealth Partners, LLC | 14,788 | $72.8 萬 | 0.03% | +14,788 | 新進 |
| Meridian Wealth Management, LLC | 14,766 | $72.7 萬 | 0.05% | −953−6.1% | 減碼 |
| Segment Wealth Management, LLC | 14,667 | $72.2 萬 | 0.06% | +14,667 | 新進 |
| Welch Group, LLC | 14,666 | $72.2 萬 | 0.04% | +1,503+11.4% | 加碼 |
| Vertex Planning Partners, LLC | 14,635 | $72.0 萬 | 0.21% | +1,065+7.8% | 加碼 |
| Northwest Wealth Management, LLC | 14,607 | $71.9 萬 | 0.22% | −746−4.9% | 減碼 |
| Dakota Wealth Management | 14,586 | $71.8 萬 | 0.03% | −1,200−7.6% | 減碼 |
| Sentry Investment Management LLC | 14,553 | $71.6 萬 | 0.31% | −6,655−31.4% | 減碼 |
| Boston Trust Walden Corp | 14,515 | $71.4 萬 | 0.01% | 00.0% | 不變 |
| Abbrea Capital, LLC | 14,418 | $71.0 萬 | 0.10% | −923−6.0% | 減碼 |
| McDaniel Terry & Co | 14,408 | $70.9 萬 | 0.07% | −400−2.7% | 減碼 |
| Agf Management Ltd | 14,356 | $70.7 萬 | 0.00% | +3,780+35.7% | 加碼 |
| Ingalls & Snyder LLC | 14,341 | $70.6 萬 | 0.03% | −20.0% | 減碼 |
| Arkadios Wealth Advisors | 14,336 | $70.6 萬 | 0.06% | −1,010−6.6% | 減碼 |
| JT Stratford LLC | 14,319 | $70.5 萬 | 0.16% | −220−1.5% | 減碼 |
| Prio Wealth Limited Partnership | 14,309 | $70.4 萬 | 0.02% | +233+1.7% | 加碼 |
| LifeSteps Financial, Inc. | 14,298 | $70.4 萬 | 0.62% | +40.0% | 加碼 |
| Gradient Investments LLC | 14,271 | $70.2 萬 | 0.02% | +49+0.3% | 加碼 |
| MV Capital Management, Inc. | 14,196 | $69.9 萬 | 0.09% | +601+4.4% | 加碼 |