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 |
|---|---|---|---|---|---|
| Cumberland Advisors Inc | 11,300 | $55.6 萬 | 0.24% | −1,000−8.1% | 減碼 |
| Woodmont Investment Counsel LLC | 11,286 | $55.6 萬 | 0.05% | +97+0.9% | 加碼 |
| Mengis Capital Management, Inc. | 11,284 | $55.5 萬 | 0.10% | +10.0% | 加碼 |
| South State Corp. | 11,234 | $55.3 萬 | 0.05% | −678−5.7% | 減碼 |
| Parkside Financial Bank & Trust | 11,233 | $55.3 萬 | 0.10% | +1,433+14.6% | 加碼 |
| Alterna Wealth Management, Inc | 11,219 | $55.2 萬 | 0.66% | 00.0% | 不變 |
| G&S Capital LLC | 11,218 | $55.2 萬 | 0.26% | −699−5.9% | 減碼 |
| Flagstone Financial Management | 11,204 | $55.1 萬 | 0.23% | +800+7.7% | 加碼 |
| Good Life Advisors, LLC | 11,168 | $55.0 萬 | 0.05% | +63+0.6% | 加碼 |
| Redwood Investment Management, LLC | 11,149 | $54.9 萬 | 0.05% | +11,149 | 新進 |
| Bristlecone Advisors, LLC | 11,134 | $54.8 萬 | 0.06% | −8,899−44.4% | 減碼 |
| Ameritas Advisory Services, LLC | 11,164 | $54.8 萬 | 0.03% | −10,857−49.3% | 減碼 |
| Alliance Wealth Advisors, LLC | 11,119 | $54.7 萬 | 0.36% | −95−0.8% | 減碼 |
| First Nebraska Trust Co | 11,116 | $54.7 萬 | 0.06% | −100−0.9% | 減碼 |
| MCF Advisors LLC | 11,113 | $54.7 萬 | 0.04% | +1,737+18.5% | 加碼 |
| Trust Co of Vermont | 11,096 | $54.6 萬 | 0.04% | −566−4.9% | 減碼 |
| River Wealth Advisors LLC | 11,093 | $54.6 萬 | 0.09% | −1,482−11.8% | 減碼 |
| Canandaigua National Bank & Trust Co | 11,062 | $54.4 萬 | 0.08% | −65−0.6% | 減碼 |
| Traynor Capital Management, Inc. | 11,059 | $54.4 萬 | 0.06% | +2,533+29.7% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 11,052 | $54.4 萬 | 0.28% | −30.0% | 減碼 |
| World Equity Group, Inc. | 11,016 | $54.2 萬 | 0.11% | +1,934+21.3% | 加碼 |
| Crawford Investment Counsel Inc | 11,016 | $54.2 萬 | 0.01% | +2,799+34.1% | 加碼 |
| Summit Financial, LLC | 10,950 | $53.9 萬 | 0.04% | +10+0.1% | 加碼 |
| Aviso Wealth Management | 10,949 | $53.9 萬 | 0.39% | +10,949 | 新進 |
| Lee Financial Co | 10,899 | $53.6 萬 | 0.09% | +129+1.2% | 加碼 |
| Kovack Advisors, Inc. | 10,870 | $53.5 萬 | 0.06% | +590+5.7% | 加碼 |
| Quent Capital, LLC | 10,865 | $53.5 萬 | 0.07% | +542+5.3% | 加碼 |
| Chicago Trust Co NA | 10,829 | $53.3 萬 | 0.12% | −53−0.5% | 減碼 |
| CIC Wealth, LLC | 10,813 | $53.2 萬 | 0.17% | −4,314−28.5% | 減碼 |
| Radnor Capital Management, LLC | 10,816 | $53.2 萬 | 0.10% | −53−0.5% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 10,785 | $53.1 萬 | 0.16% | −387−3.5% | 減碼 |
| TCTC Holdings, LLC | 10,764 | $53.0 萬 | 0.02% | −515−4.6% | 減碼 |
| Mechanics Bank Trust Department | 10,738 | $52.9 萬 | 0.08% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 10,717 | $52.7 萬 | 0.12% | −63−0.6% | 減碼 |
| BKD Wealth Advisors, LLC | 10,707 | $52.7 萬 | 0.01% | −1,777−14.2% | 減碼 |
| Platform Technology Partners | 10,699 | $52.3 萬 | 0.20% | −30−0.3% | 減碼 |
| Hikari Tsushin, Inc. | 10,631 | $52.3 萬 | 0.05% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 10,564 | $52.0 萬 | 0.01% | −115−1.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,552 | $51.9 萬 | 0.13% | +89+0.9% | 加碼 |
| LGT Financial Advisors LLC | 10,532 | $51.8 萬 | 0.63% | 00.0% | 不變 |
| GeoWealth Management, LLC | 10,503 | $51.8 萬 | 0.04% | +8,386+396.1% | 加碼 |
| Symmetry Investments LP | 10,516 | $51.8 萬 | 0.09% | −20,465−66.1% | 減碼 |
| Osborne Partners Capital Management, LLC | 10,501 | $51.7 萬 | 0.03% | −454−4.1% | 減碼 |
| Sivia Capital Partners, LLC | 10,486 | $51.6 萬 | 0.39% | +10,486 | 新進 |
| Abel Hall, LLC | 10,480 | $51.6 萬 | 0.44% | +10,480 | 新進 |
| Tarbox Family Office, Inc. | 10,472 | $51.5 萬 | 0.10% | +53+0.5% | 加碼 |
| Global Trust Asset Management, LLC | 10,459 | $51.5 萬 | 0.23% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 10,423 | $51.3 萬 | 0.14% | +1,591+18.0% | 加碼 |
| Hancock Whitney Corp | 10,410 | $51.2 萬 | 0.02% | −485−4.5% | 減碼 |
| Beaton Management Co. Inc. | 10,400 | $51.2 萬 | 0.31% | −650−5.9% | 減碼 |
| Institute for Wealth Management, LLC. | 10,387 | $51.1 萬 | 0.08% | −155−1.5% | 減碼 |
| Verum Partners LLC | 10,373 | $51.1 萬 | 0.20% | +985+10.5% | 加碼 |
| Harmony Asset Management LLC | 10,337 | $50.9 萬 | 0.22% | +10,337 | 新進 |
| Hodges Capital Management Inc. | 10,325 | $50.8 萬 | 0.03% | −1,575−13.2% | 減碼 |
| Tyche Wealth Partners LLC | 10,252 | $50.5 萬 | 0.12% | +10,252 | 新進 |
| Stephenson National Bank & Trust | 10,248 | $50.4 萬 | 0.25% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 10,248 | $50.4 萬 | 0.16% | −1,791−14.9% | 減碼 |
| Monticello Wealth Management, LLC | 10,222 | $50.3 萬 | 0.05% | +1,241+13.8% | 加碼 |
| McCarthy Asset Management, Inc. | 10,201 | $50.2 萬 | 0.32% | −241−2.3% | 減碼 |
| GFS Advisors, LLC | 10,208 | $50.2 萬 | 0.07% | −13,120−56.2% | 減碼 |
| Simplicity Wealth,LLC | 10,169 | $50.1 萬 | 0.19% | +2,916+40.2% | 加碼 |
| Punch & Associates Investment Management, Inc. | 10,160 | $50.0 萬 | 0.03% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 10,150 | $50.0 萬 | 0.07% | −1,758−14.8% | 減碼 |
| WealthPlan Investment Management, LLC | 10,137 | $49.9 萬 | 0.08% | −18,898−65.1% | 減碼 |
| Provence Wealth Management Group | 10,133 | $49.9 萬 | 0.27% | +1,062+11.7% | 加碼 |
| Athena Investment Management | 10,130 | $49.9 萬 | 0.32% | −75−0.7% | 減碼 |
| OneAscent Wealth Management LLC | 10,063 | $49.5 萬 | 0.20% | +1,379+15.9% | 加碼 |
| Monument Capital Management | 10,019 | $49.3 萬 | 0.16% | −29−0.3% | 減碼 |
| Aull & Monroe Investment Management Corp | 10,017 | $49.3 萬 | 0.24% | −680−6.4% | 減碼 |
| Iron Horse Wealth Management, LLC | 10,005 | $49.2 萬 | 0.22% | −550−5.2% | 減碼 |
| Webster Bank, N. A. | 9,951 | $49.0 萬 | 0.06% | +676+7.3% | 加碼 |
| Sherbrooke Park Advisers LLC | 9,934 | $48.9 萬 | 0.23% | +81+0.8% | 加碼 |
| WealthShield Partners, LLC | 9,911 | $48.8 萬 | 0.08% | +102+1.0% | 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 |
| Financial Engines Advisors L.L.C. | 9,837 | $48.4 萬 | 0.00% | +1,226+14.2% | 加碼 |
| Bedel Financial Consulting, Inc. | 9,819 | $48.3 萬 | 0.09% | +25+0.3% | 加碼 |
| Sweet Financial Partners, LLC | 9,795 | $48.2 萬 | 0.11% | −46−0.5% | 減碼 |
| Tocqueville Asset Management L.P. | 9,766 | $48.1 萬 | 0.01% | −984−9.2% | 減碼 |
| Tributary Capital Management, LLC | 9,750 | $48.0 萬 | 0.04% | +1,000+11.4% | 加碼 |
| SilverOak Wealth Management LLC | 9,695 | $47.7 萬 | 0.13% | +9,695 | 新進 |
| Royal Capital Wealth Management, LLC | 9,662 | $47.6 萬 | 0.41% | +16+0.2% | 加碼 |
| Childress Capital Advisors, LLC | 9,647 | $47.5 萬 | 0.14% | +784+8.8% | 加碼 |
| Plancorp, LLC | 9,609 | $47.3 萬 | 0.02% | +429+4.7% | 加碼 |
| Onefund, LLC | 9,605 | $47.3 萬 | 0.61% | +9,605 | 新進 |
| Hartford Financial Management Inc. | 9,595 | $47.2 萬 | 0.11% | 00.0% | 不變 |
| Aspen Investment Management Inc | 9,580 | $47.2 萬 | 0.26% | 00.0% | 不變 |
| Monarch Capital Management Inc | 9,555 | $47.0 萬 | 0.14% | −175−1.8% | 減碼 |
| 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 |
| Verity & Verity, LLC | 9,510 | $46.8 萬 | 0.05% | 00.0% | 不變 |
| West Family Investments, Inc. | 9,495 | $46.7 萬 | 0.16% | +97+1.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 9,472 | $46.6 萬 | 0.02% | +782+9.0% | 加碼 |
| Linscomb & Williams, Inc. | 9,464 | $46.6 萬 | 0.03% | +716+8.2% | 加碼 |
| Atwood & Palmer Inc | 9,448 | $46.5 萬 | 0.04% | +28+0.3% | 加碼 |
| Sage Mountain Advisors LLC | 9,409 | $46.3 萬 | 0.05% | −59−0.6% | 減碼 |
| Winning Points Advisors, LLC | 9,406 | $46.3 萬 | 0.71% | +400+4.4% | 加碼 |
| Financial Advisory Service, Inc. | 9,384 | $46.2 萬 | 0.04% | +967+11.5% | 加碼 |
| Fort Point Capital Partners LLC | 9,379 | $46.2 萬 | 0.07% | +312+3.4% | 加碼 |
| Beta Wealth Group, Inc. | 9,311 | $45.8 萬 | 0.24% | +106+1.2% | 加碼 |