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 |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 7,356 | $36.2 萬 | 0.02% | +638+9.5% | 加碼 |
| Delta Investment Management, LLC | 7,320 | $36.0 萬 | 0.09% | +384+5.5% | 加碼 |
| Meeder Asset Management Inc | 7,300 | $35.9 萬 | 0.03% | +1,923+35.8% | 加碼 |
| First National Bank & Trust Co of Newtown | 7,288 | $35.9 萬 | 0.08% | −148−2.0% | 減碼 |
| Lynch & Associates | 7,278 | $35.8 萬 | 0.09% | −181−2.4% | 減碼 |
| Wagner Wealth Management, LLC | 7,277 | $35.8 萬 | 0.12% | −42−0.6% | 減碼 |
| Schulhoff & Co Inc | 7,270 | $35.8 萬 | 0.17% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 7,267 | $35.8 萬 | 0.26% | +592+8.9% | 加碼 |
| Ullmann Financial Group, Inc. | 7,233 | $35.6 萬 | 0.06% | +997+16.0% | 加碼 |
| Security National Bank of So Dak | 7,224 | $35.6 萬 | 0.23% | −1,367−15.9% | 減碼 |
| Alpha Family Trust | 7,220 | $35.5 萬 | 0.24% | 00.0% | 不變 |
| Successful Portfolios LLC | 7,218 | $35.5 萬 | 0.27% | +1,791+33.0% | 加碼 |
| Visionary Wealth Advisors | 7,204 | $35.5 萬 | 0.03% | −533−6.9% | 減碼 |
| Journey Strategic Wealth LLC | 7,193 | $35.4 萬 | 0.02% | +7,193 | 新進 |
| Founders Financial Alliance, LLC | 7,190 | $35.4 萬 | 0.14% | −325−4.3% | 減碼 |
| BancorpSouth Bank | 7,181 | $35.3 萬 | 0.03% | −23−0.3% | 減碼 |
| Zullo Investment Group, Inc. | 7,163 | $35.3 萬 | 0.18% | +99+1.4% | 加碼 |
| Washington Trust Advisors, Inc. | 7,150 | $35.2 萬 | 0.03% | +100+1.4% | 加碼 |
| Advisor OS, LLC | 7,146 | $35.2 萬 | 0.05% | +845+13.4% | 加碼 |
| Richard W. Paul & Associates, LLC | 7,142 | $35.2 萬 | 0.15% | −169−2.3% | 減碼 |
| Cedar Brook Financial Partners, LLC | 7,167 | $35.1 萬 | 0.08% | +1,140+18.9% | 加碼 |
| Main Street Financial Solutions, LLC | 7,127 | $35.1 萬 | 0.05% | −382−5.1% | 減碼 |
| New Hampshire Trust | 7,105 | $35.0 萬 | 0.08% | −550−7.2% | 減碼 |
| Nichols & Pratt Advisers LLP | 7,100 | $34.9 萬 | 0.02% | −1,300−15.5% | 減碼 |
| Zacks Investment Management | 7,092 | $34.9 萬 | 0.00% | −2,307−24.5% | 減碼 |
| Partners Capital Investment Group, LLP | 7,079 | $34.8 萬 | 0.01% | +7,079 | 新進 |
| Benchmark Financial Wealth Advisors, LLC | 7,052 | $34.7 萬 | 0.15% | +56+0.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 7,116 | $34.7 萬 | 0.08% | +7,116 | 新進 |
| Core Alternative Capital | 7,042 | $34.7 萬 | 0.06% | −428−5.7% | 減碼 |
| Kearns & Associates LLC | 7,000 | $34.5 萬 | 0.29% | 00.0% | 不變 |
| Kathleen S. Wright Associates Inc. | 7,075 | $34.4 萬 | 0.18% | −2,000−22.0% | 減碼 |
| Westhampton Capital, LLC | 6,990 | $34.4 萬 | 0.20% | 00.0% | 不變 |
| Well Done, LLC | 6,952 | $34.2 萬 | 0.07% | +187+2.8% | 加碼 |
| Transamerica Financial Advisors, Inc. | 6,945 | $34.2 萬 | 0.05% | −1,250−15.3% | 減碼 |
| Proficio Capital Partners LLC | 6,939 | $34.2 萬 | 0.04% | +126+1.8% | 加碼 |
| S.A. Mason LLC | 6,936 | $34.1 萬 | 0.23% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 6,928 | $34.1 萬 | 0.03% | −1,960−22.1% | 減碼 |
| Ausdal Financial Partners, Inc. | 6,924 | $34.1 萬 | 0.04% | −76−1.1% | 減碼 |
| Ssi Investment Management LLC | 6,917 | $34.0 萬 | 0.03% | −11−0.2% | 減碼 |
| John W. Brooker & Co., CPAs | 6,904 | $34.0 萬 | 0.20% | 00.0% | 不變 |
| New Republic Capital, LLC | 6,899 | $34.0 萬 | 0.24% | +64+0.9% | 加碼 |
| Thrive Wealth Management, LLC | 6,881 | $33.9 萬 | 0.08% | +1,386+25.2% | 加碼 |
| Bouchey Financial Group Ltd | 6,880 | $33.9 萬 | 0.04% | +203+3.0% | 加碼 |
| Enterprise Financial Services Corp | 6,870 | $33.8 萬 | 0.21% | +59+0.9% | 加碼 |
| Check Capital Management Inc | 6,863 | $33.8 萬 | 0.03% | −3,106−31.2% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 6,855 | $33.7 萬 | 0.24% | −381−5.3% | 減碼 |
| MONECO Advisors, LLC | 6,841 | $33.7 萬 | 0.06% | −583−7.9% | 減碼 |
| Smith, Moore & Co. | 6,827 | $33.6 萬 | 0.04% | −2,000−22.7% | 減碼 |
| Evolution Advisers, Inc. | 6,812 | $33.6 萬 | 0.21% | +10.0% | 加碼 |
| Founders Capital Management | 6,813 | $33.5 萬 | 0.24% | −51−0.7% | 減碼 |
| Morris Financial Concepts, Inc. | 6,811 | $33.5 萬 | 0.19% | +6,811 | 新進 |
| Wayfinding Financial, LLC | 6,826 | $33.5 萬 | 0.23% | −548−7.4% | 減碼 |
| Summit Asset Management, LLC | 6,800 | $33.5 萬 | 0.08% | −1,520−18.3% | 減碼 |
| Plante Moran Financial Advisors, LLC | 6,788 | $33.4 萬 | 0.03% | −380−5.3% | 減碼 |
| Berger Financial Group, Inc | 6,770 | $33.3 萬 | 0.03% | −415−5.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,636 | $33.3 萬 | 0.00% | −495−6.9% | 減碼 |
| Drexel Morgan & Co. | 6,747 | $33.2 萬 | 0.08% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 6,746 | $33.2 萬 | 0.16% | +219+3.4% | 加碼 |
| Field & Main Bank | 6,745 | $33.2 萬 | 0.14% | +175+2.7% | 加碼 |
| ERTS Wealth Advisors, LLC | 6,733 | $33.1 萬 | 0.07% | +228+3.5% | 加碼 |
| CMG Global Holdings, LLC | 6,363 | $33.1 萬 | 0.24% | −8−0.1% | 減碼 |
| AlTi Global, Inc. | 6,705 | $33.0 萬 | 0.01% | +6,705 | 新進 |
| Gratus Capital LLC | 6,704 | $33.0 萬 | 0.02% | −2,074−23.6% | 減碼 |
| Baldwin Brothers Inc | 6,700 | $33.0 萬 | 0.03% | −1,000−13.0% | 減碼 |
| Arbor Investment Advisors, LLC | 6,671 | $32.8 萬 | 0.05% | −1,168−14.9% | 減碼 |
| Lincoln Capital LLC | 6,665 | $32.8 萬 | 0.08% | −38−0.6% | 減碼 |
| E&G Advisors, LP | 6,653 | $32.7 萬 | 0.12% | −565−7.8% | 減碼 |
| Epiq Partners, LLC | 6,650 | $32.7 萬 | 0.23% | +6,650 | 新進 |
| UMA Financial Services, Inc. | 6,743 | $32.7 萬 | 0.07% | −27−0.4% | 減碼 |
| BNC Wealth Management, LLC | 6,606 | $32.5 萬 | 0.15% | +36+0.5% | 加碼 |
| Confluence Wealth Services, Inc. | 6,605 | $32.5 萬 | 0.04% | −718−9.8% | 減碼 |
| Baron Wealth Management LLC | 6,598 | $32.5 萬 | 0.18% | +511+8.4% | 加碼 |
| Heritage Investment Group, Inc. | 6,574 | $32.4 萬 | 0.07% | −251−3.7% | 減碼 |
| LBMC Investment Advisors, LLC | 6,556 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| ERn Financial, LLC | 6,944 | $32.2 萬 | 0.06% | +6,944 | 新進 |
| Jefferies Financial Group Inc. | 6,515 | $32.1 萬 | 0.01% | −44,626−87.3% | 減碼 |
| Granite Bay Wealth Management, LLC | 7,021 | $32.0 萬 | 0.00% | +7,021 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,500 | $32.0 萬 | 0.27% | 00.0% | 不變 |
| Nexus Investment Management ULC | 6,500 | $32.0 萬 | 0.03% | 00.0% | 不變 |
| Financial Advocates Investment Management | 6,475 | $31.9 萬 | 0.02% | +1,297+25.0% | 加碼 |
| Stiles Financial Services Inc | 6,461 | $31.8 萬 | 0.14% | +44+0.7% | 加碼 |
| Guardian Wealth Advisors, LLC | 6,423 | $31.6 萬 | 0.05% | +824+14.7% | 加碼 |
| CKW Financial Group | 6,400 | $31.5 萬 | 0.04% | 00.0% | 不變 |
| Traphagen Investment Advisors LLC | 6,395 | $31.5 萬 | 0.04% | +10+0.2% | 加碼 |
| Fortem Financial Group, LLC | 6,380 | $31.4 萬 | 0.16% | −567−8.2% | 減碼 |
| Kure Advisory, LLC | 6,339 | $31.2 萬 | 0.16% | −127−2.0% | 減碼 |
| Brown Miller Wealth Management, LLC | 6,338 | $31.2 萬 | 0.16% | −995−13.6% | 減碼 |
| Arrow Financial Corp | 6,334 | $31.2 萬 | 0.03% | −438−6.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 6,331 | $31.2 萬 | 0.02% | −442−6.5% | 減碼 |
| Cherry Creek Investment Advisors, Inc. | 6,330 | $31.2 萬 | 0.19% | +33+0.5% | 加碼 |
| Howe & Rusling Inc | 6,330 | $31.2 萬 | 0.03% | +6,330 | 新進 |
| Fruth Investment Management | 6,318 | $31.0 萬 | 0.09% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 6,287 | $30.9 萬 | 0.14% | +432+7.4% | 加碼 |
| CoreFirst Bank & Trust | 6,285 | $30.9 萬 | 0.21% | −6,731−51.7% | 減碼 |
| Legacy Bridge, LLC | 6,229 | $30.7 萬 | 0.20% | −675−9.8% | 減碼 |
| Simon Quick Advisors, LLC | 6,213 | $30.6 萬 | 0.03% | −2,618−29.6% | 減碼 |
| Sunflower Bank, N.A. | 6,207 | $30.6 萬 | 0.07% | −51−0.8% | 減碼 |
| DF Dent & Co Inc | 6,206 | $30.5 萬 | 0.00% | −7,265−53.9% | 減碼 |
| Cambridge Advisors Inc. | 6,182 | $30.4 萬 | 0.08% | −198−3.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 6,176 | $30.4 萬 | 0.00% | −2,852−31.6% | 減碼 |