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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 9,310 | $45.8 萬 | 0.04% | −828−8.2% | 減碼 |
| Front Street Capital Management, Inc. | 9,286 | $45.7 萬 | 0.09% | −218−2.3% | 減碼 |
| Manchester Capital Management LLC | 9,246 | $45.5 萬 | 0.06% | +436+4.9% | 加碼 |
| Advisors Management Group Inc | 9,220 | $45.4 萬 | 0.12% | −119−1.3% | 減碼 |
| Belmont Capital, LLC | 9,204 | $45.3 萬 | 0.19% | +4,425+92.6% | 加碼 |
| Humankind Investments LLC | 9,193 | $45.2 萬 | 0.13% | −170−1.8% | 減碼 |
| Royal Fund Management, LLC | 9,175 | $45.2 萬 | 0.06% | +51+0.6% | 加碼 |
| Texas Capital Bancshares Inc | 9,164 | $45.1 萬 | 0.24% | −111−1.2% | 減碼 |
| LVW Advisors, LLC | 9,152 | $45.0 萬 | 0.08% | −553−5.7% | 減碼 |
| Aaron Wealth Advisors | 9,129 | $44.9 萬 | 0.07% | +7+0.1% | 加碼 |
| Fairview Capital Investment Management, LLC | 9,117 | $44.9 萬 | 0.03% | −200−2.1% | 減碼 |
| Harbor Investment Advisory, LLC | 9,083 | $44.7 萬 | 0.05% | −15−0.2% | 減碼 |
| Steele Capital Management, Inc. | 9,032 | $44.5 萬 | 0.03% | +9,032 | 新進 |
| Cim Investment Mangement Inc | 9,029 | $44.4 萬 | 0.14% | 00.0% | 不變 |
| Simmons Bank | 9,005 | $44.3 萬 | 0.04% | −5,199−36.6% | 減碼 |
| Regatta Capital Group, LLC | 9,001 | $44.3 萬 | 0.12% | +558+6.6% | 加碼 |
| Claar Advisors LLC | 9,000 | $44.3 萬 | 0.16% | 00.0% | 不變 |
| Grey Street Capital, LLC | 8,962 | $44.1 萬 | 0.21% | +74+0.8% | 加碼 |
| Cutler Investment Counsel LLC | 8,961 | $44.1 萬 | 0.06% | +825+10.1% | 加碼 |
| Ascent Group, LLC | 8,996 | $44.0 萬 | 0.04% | +195+2.2% | 加碼 |
| Benjamin Edwards Inc | 8,927 | $43.9 萬 | 0.10% | +8,804+7,157.7% | 加碼 |
| Addison Capital Co | 8,911 | $43.9 萬 | 0.27% | +8,911 | 新進 |
| Keystone Financial Group | 8,896 | $43.8 萬 | 0.08% | −299−3.3% | 減碼 |
| Spectrum Wealth Counsel, LLC | 8,885 | $43.7 萬 | 0.06% | +8,885 | 新進 |
| Catalyst Financial Partners LLC | 8,884 | $43.7 萬 | 0.12% | +593+7.2% | 加碼 |
| Vontobel Asset Management Inc | 8,883 | $43.7 萬 | 0.00% | −120−1.3% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $43.7 萬 | 0.20% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 8,865 | $43.6 萬 | 0.26% | −2,486−21.9% | 減碼 |
| Davis R M Inc | 8,836 | $43.5 萬 | 0.01% | 00.0% | 不變 |
| Marietta Investment Partners LLC | 8,800 | $43.3 萬 | 0.11% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 8,788 | $43.3 萬 | 0.02% | −290−3.2% | 減碼 |
| Cahill Financial Advisors Inc | 8,761 | $43.1 萬 | 0.06% | −2,528−22.4% | 減碼 |
| Hudock, Inc. | 8,759 | $43.1 萬 | 0.09% | +20.0% | 加碼 |
| Northeast Investment Management | 8,735 | $43.0 萬 | 0.02% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 8,734 | $43.0 萬 | 0.08% | +33+0.4% | 加碼 |
| Biltmore Family Office, LLC | 8,704 | $42.8 萬 | 0.09% | 00.0% | 不變 |
| Summa Corp. | 8,700 | $42.8 萬 | 0.30% | +8,700 | 新進 |
| Bray Capital Advisors | 8,692 | $42.8 萬 | 0.12% | +7+0.1% | 加碼 |
| SNS Financial Group, LLC | 8,657 | $42.6 萬 | 0.05% | +917+11.8% | 加碼 |
| Prentice Wealth Management LLC | 8,616 | $42.4 萬 | 0.17% | +165+2.0% | 加碼 |
| Grayhawk Investment Strategies Inc. | 8,564 | $42.2 萬 | 0.22% | +8,564 | 新進 |
| Vontobel Holding Ltd. | 8,561 | $42.1 萬 | 0.00% | −66,302−88.6% | 減碼 |
| Altfest L J & Co Inc | 8,526 | $42.0 萬 | 0.06% | −1,842−17.8% | 減碼 |
| Intrust Bank NA | 8,514 | $41.9 萬 | 0.05% | +20+0.2% | 加碼 |
| Doliver Advisors, LP | 8,509 | $41.9 萬 | 0.13% | −711−7.7% | 減碼 |
| First National Bank | 8,494 | $41.8 萬 | 0.33% | 00.0% | 不變 |
| International Private Wealth Advisors LLC | 8,461 | $41.6 萬 | 0.41% | +8,461 | 新進 |
| Lakeside Advisors, INC. | 8,400 | $41.3 萬 | 0.29% | −224−2.6% | 減碼 |
| Spinnaker Trust | 8,390 | $41.3 萬 | 0.03% | 00.0% | 不變 |
| Keel Point, LLC | 8,381 | $41.3 萬 | 0.05% | +1,067+14.6% | 加碼 |
| RB Capital Management, LLC | 8,365 | $41.2 萬 | 0.12% | −77−0.9% | 減碼 |
| Pacifica Capital Investments, LLC | 8,335 | $41.0 萬 | 0.12% | −500−5.7% | 減碼 |
| Pin Oak Investment Advisors Inc | 8,329 | $41.0 萬 | 0.42% | −34−0.4% | 減碼 |
| Everhart Financial Group, Inc. | 8,298 | $40.8 萬 | 0.14% | −561−6.3% | 減碼 |
| Cohen Capital Management, Inc. | 8,274 | $40.7 萬 | 0.08% | 00.0% | 不變 |
| STAR Financial Bank | 8,257 | $40.6 萬 | 0.37% | 00.0% | 不變 |
| Wealth Architects, LLC | 8,212 | $40.4 萬 | 0.06% | +1,633+24.8% | 加碼 |
| Headlands Technologies LLC | 8,177 | $40.2 萬 | 0.12% | +8,177 | 新進 |
| Asahi Life Asset Management Co., Ltd. | 8,170 | $40.2 萬 | 0.22% | −6,110−42.8% | 減碼 |
| Campion Asset Management LLC | 8,165 | $40.2 萬 | 0.34% | −460−5.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 8,149 | $40.1 萬 | 0.02% | −12,880−61.2% | 減碼 |
| Valmark Advisers, Inc. | 8,127 | $40.0 萬 | 0.01% | −6,635−44.9% | 減碼 |
| Lauterbach Financial Advisors, LLC | 8,086 | $39.8 萬 | 0.28% | −2,249−21.8% | 減碼 |
| Cornerstone Advisory, LLC | 8,075 | $39.7 萬 | 0.06% | +698+9.5% | 加碼 |
| Heritage Trust Co | 8,073 | $39.7 萬 | 0.06% | 00.0% | 不變 |
| Monetary Management Group Inc | 8,065 | $39.7 萬 | 0.12% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 8,046 | $39.6 萬 | 0.04% | −530−6.2% | 減碼 |
| Occidental Asset Management, LLC | 8,042 | $39.6 萬 | 0.08% | +31+0.4% | 加碼 |
| Burke & Herbert Bank & Trust Co | 8,028 | $39.5 萬 | 0.28% | −68−0.8% | 減碼 |
| MKT Advisors LLC | 7,910 | $39.5 萬 | 0.26% | −31−0.4% | 減碼 |
| BancFirst Trust & Investment Management | 7,976 | $39.5 萬 | 0.18% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 7,997 | $39.4 萬 | 0.04% | +110+1.4% | 加碼 |
| Icon Wealth Advisors, LLC | 7,897 | $38.9 萬 | 0.04% | +7,897 | 新進 |
| Pine Valley Investments Ltd Liability Co | 7,896 | $38.9 萬 | 0.03% | −148−1.8% | 減碼 |
| Pinebridge Investments, L.P. | 7,829 | $38.5 萬 | 0.00% | −67,950−89.7% | 減碼 |
| PDS Planning, Inc | 7,825 | $38.5 萬 | 0.04% | −1,141−12.7% | 減碼 |
| Weil Company, Inc. | 7,809 | $38.4 萬 | 0.17% | 00.0% | 不變 |
| Sky Investment Group LLC | 7,795 | $38.4 萬 | 0.08% | −170−2.1% | 減碼 |
| XTX Topco Ltd | 7,779 | $38.3 萬 | 0.08% | +7,779 | 新進 |
| Legacy Advisors, LLC | 7,776 | $38.3 萬 | 0.05% | +7,776 | 新進 |
| Waddell & Associates, LLC | 7,734 | $38.2 萬 | 0.05% | −738−8.7% | 減碼 |
| Ghe, LLC | 7,733 | $38.1 萬 | 0.24% | −100−1.3% | 減碼 |
| First Dallas Securities Inc. | 7,700 | $37.9 萬 | 0.20% | +7,700 | 新進 |
| Van Strum & Towne Inc. | 7,639 | $37.6 萬 | 0.15% | −625−7.6% | 減碼 |
| Kathmere Capital Management, LLC | 7,592 | $37.4 萬 | 0.05% | +344+4.7% | 加碼 |
| West Branch Capital LLC | 7,582 | $37.3 萬 | 0.18% | −1,554−17.0% | 減碼 |
| AlphaCore Capital LLC | 7,554 | $37.2 萬 | 0.05% | +12+0.2% | 加碼 |
| PFG Investments, LLC | 7,511 | $37.0 萬 | 0.07% | −2,477−24.8% | 減碼 |
| Retirement Group, LLC | 7,510 | $37.0 萬 | 0.15% | 00.0% | 不變 |
| Ayrshire Capital Management LLC | 7,510 | $37.0 萬 | 0.21% | +7,510 | 新進 |
| Icapital Wealth LLC | 7,500 | $36.9 萬 | 0.24% | 00.0% | 不變 |
| Piscataqua Savings Bank | 7,495 | $36.9 萬 | 0.34% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,465 | $36.7 萬 | 0.01% | +1,232+19.8% | 加碼 |
| Cipher Capital LP | 7,455 | $36.7 萬 | 0.12% | +7,455 | 新進 |
| Red Door Wealth Management, LLC | 7,435 | $36.6 萬 | 0.08% | −39−0.5% | 減碼 |
| Tucker Asset Management LLC | 7,430 | $36.6 萬 | 0.09% | +703+10.5% | 加碼 |
| New Jersey Better Educational Savings Trust | 7,401 | $36.4 萬 | 0.77% | 00.0% | 不變 |
| Bridge Creek Capital Management LLC | 7,400 | $36.4 萬 | 0.13% | 00.0% | 不變 |
| Cowa, LLC | 7,400 | $36.4 萬 | 0.23% | 00.0% | 不變 |
| Bailard, Inc. | 7,356 | $36.2 萬 | 0.01% | −325−4.2% | 減碼 |