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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 6,166 | $30.3 萬 | 0.04% | −19−0.3% | 減碼 |
| Total Clarity Wealth Management, Inc. | 6,157 | $30.3 萬 | 0.12% | −730−10.6% | 減碼 |
| Financial Perspectives, Inc | 6,152 | $30.3 萬 | 0.12% | +10.0% | 加碼 |
| Legacy Private Trust Co. | 6,150 | $30.3 萬 | 0.02% | −11,725−65.6% | 減碼 |
| Millennium Capital Advisors, LLC | 6,150 | $30.3 萬 | 0.23% | 00.0% | 不變 |
| West Oak Capital, LLC | 6,375 | $30.2 萬 | 0.14% | 00.0% | 不變 |
| Blueprint Investment Partners LLC | 6,126 | $30.2 萬 | 0.08% | +6,126 | 新進 |
| Vicus Capital | 6,120 | $30.1 萬 | 0.03% | −1,967−24.3% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,103 | $30.0 萬 | 0.13% | +3,005+97.0% | 加碼 |
| Riverbridge Partners LLC | 6,100 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 6,093 | $30.0 萬 | 0.14% | −1,174−16.2% | 減碼 |
| Hemington Wealth Management | 6,045 | $29.8 萬 | 0.12% | +6,045 | 新進 |
| APCM Wealth Management for Individuals | 6,046 | $29.8 萬 | 0.05% | −3,023−33.3% | 減碼 |
| SeaBridge Investment Advisors LLC | 6,045 | $29.8 萬 | 0.09% | 00.0% | 不變 |
| Means Investment Co., Inc. | 6,045 | $29.8 萬 | 0.04% | +23+0.4% | 加碼 |
| Silvia McColl Wealth Management, LLC | 6,037 | $29.7 萬 | 0.27% | −720−10.7% | 減碼 |
| Summit Global Investments | 6,036 | $29.7 萬 | 0.02% | +283+4.9% | 加碼 |
| Duncker Streett & Co Inc | 6,030 | $29.7 萬 | 0.06% | −1,181−16.4% | 減碼 |
| Diversified, LLC | 6,022 | $29.6 萬 | 0.06% | +6,022 | 新進 |
| Fenimore Asset Management Inc | 6,000 | $29.5 萬 | 0.01% | 00.0% | 不變 |
| Josh Arnold Investment Consultant, LLC | 6,000 | $29.5 萬 | 0.28% | 00.0% | 不變 |
| Wealthstream Advisors, Inc. | 5,998 | $29.5 萬 | 0.12% | −422−6.6% | 減碼 |
| First Trust Investment Solutions L.P. | 5,978 | $29.4 萬 | 0.06% | +5,978 | 新進 |
| Kesler, Norman & Wride, LLC | 5,957 | $29.3 萬 | 0.07% | +24+0.4% | 加碼 |
| Atlas Brown,Inc. | 5,946 | $29.3 萬 | 0.12% | +84+1.4% | 加碼 |
| AXS Investments LLC | 5,929 | $29.2 萬 | 0.07% | −705−10.6% | 減碼 |
| Syverson Strege & Co | 5,927 | $29.2 萬 | 0.11% | −2,158−26.7% | 減碼 |
| Klingenstein Fields & Co LP | 5,923 | $29.2 萬 | 0.01% | −181−3.0% | 減碼 |
| Arcataur Capital Management LLC | 5,914 | $29.1 萬 | 0.11% | 00.0% | 不變 |
| M3 Advisory Group, LLC | 5,902 | $29.1 萬 | 0.34% | +5,902 | 新進 |
| Oliver Luxxe Assets LLC | 5,902 | $29.0 萬 | 0.07% | −10−0.2% | 減碼 |
| Pioneer Trust Bank N A | 5,900 | $29.0 萬 | 0.09% | −15,000−71.8% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 5,897 | $29.0 萬 | 0.06% | +13+0.2% | 加碼 |
| Nations Financial Group Inc, | 5,886 | $29.0 萬 | 0.03% | −73−1.2% | 減碼 |
| Seven Mile Advisory | 5,870 | $28.9 萬 | 0.25% | −333−5.4% | 減碼 |
| Register Financial Advisors LLC | 5,851 | $28.8 萬 | 0.19% | +595+11.3% | 加碼 |
| Investment Advisory Group, LLC | 5,847 | $28.8 萬 | 0.13% | +104+1.8% | 加碼 |
| Credential Qtrade Securities Inc. | 5,832 | $28.7 萬 | 0.02% | −634−9.8% | 減碼 |
| Smithfield Trust Co | 5,828 | $28.7 萬 | 0.02% | −872−13.0% | 減碼 |
| Bruce G. Allen Investments, LLC | 5,801 | $28.6 萬 | 0.26% | +5,801 | 新進 |
| SPC Financial, Inc. | 5,799 | $28.5 萬 | 0.03% | +99+1.7% | 加碼 |
| CWA Asset Management Group, LLC | 5,797 | $28.5 萬 | 0.02% | +5,797 | 新進 |
| Strategic Wealth Designers | 5,779 | $28.4 萬 | 0.04% | +54+0.9% | 加碼 |
| E Fund Management Co., Ltd. | 5,731 | $28.2 萬 | 0.02% | +21+0.4% | 加碼 |
| Flputnam Investment Management Co | 5,706 | $28.1 萬 | 0.01% | −2,007−26.0% | 減碼 |
| Parsons Capital Management Inc | 5,701 | $28.1 萬 | 0.02% | −1,000−14.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 5,696 | $28.0 萬 | 0.02% | −2,082−26.8% | 減碼 |
| Ballast, Inc. | 5,690 | $28.0 萬 | 0.10% | 00.0% | 不變 |
| Patten & Patten Inc | 5,689 | $28.0 萬 | 0.02% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 5,672 | $27.9 萬 | 0.09% | +3+0.1% | 加碼 |
| Family Firm, Inc. | 5,665 | $27.9 萬 | 0.07% | +7+0.1% | 加碼 |
| MSH Capital Advisors LLC | 5,658 | $27.9 萬 | 0.10% | +210+3.9% | 加碼 |
| Nwam LLC | 5,657 | $27.8 萬 | 0.02% | +687+13.8% | 加碼 |
| G2 Capital Management, LLC | 5,647 | $27.8 萬 | 0.09% | +5,647 | 新進 |
| HHM Wealth Advisors, LLC | 5,645 | $27.8 萬 | 0.05% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 5,645 | $27.8 萬 | 0.01% | +224+4.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 5,627 | $27.7 萬 | 0.05% | +5,627 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 5,577 | $27.6 萬 | 0.00% | −1,000−15.2% | 減碼 |
| Silverlake Wealth Management LLC | 5,605 | $27.6 萬 | 0.15% | −4−0.1% | 減碼 |
| Strategic Blueprint, LLC | 5,602 | $27.6 萬 | 0.02% | +429+8.3% | 加碼 |
| Detalus Advisors, LLC | 5,600 | $27.6 萬 | 0.11% | 00.0% | 不變 |
| Nilsine Partners, LLC | 5,593 | $27.5 萬 | 0.04% | +5,593 | 新進 |
| Papp L Roy & Associates | 5,567 | $27.4 萬 | 0.03% | −948−14.6% | 減碼 |
| Planning Center, Inc. | 5,554 | $27.3 萬 | 0.06% | −132−2.3% | 減碼 |
| Powers Advisory Group, LLC | 5,529 | $27.2 萬 | 0.17% | +28+0.5% | 加碼 |
| Denver Wealth Management, Inc. | 5,497 | $27.1 萬 | 0.15% | +35+0.6% | 加碼 |
| Guardian Wealth Management, Inc. | 5,489 | $27.0 萬 | 0.23% | −1,268−18.8% | 減碼 |
| Formidable Asset Management, LLC | 5,486 | $27.0 萬 | 0.06% | −1,517−21.7% | 減碼 |
| Trustmark National Bank Trust Department | 5,483 | $27.0 萬 | 0.02% | −691−11.2% | 減碼 |
| Evernest Financial Advisors, LLC | 5,459 | $26.9 萬 | 0.14% | +5,459 | 新進 |
| Eagle Harbor Asset Management Inc | 5,457 | $26.9 萬 | 0.31% | +20+0.4% | 加碼 |
| Howard Capital Management Group, LLC | 5,450 | $26.8 萬 | 0.02% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 5,441 | $26.8 萬 | 0.07% | −717−11.6% | 減碼 |
| JJJ Advisors Inc. | 5,432 | $26.7 萬 | 0.06% | −476−8.1% | 減碼 |
| Chapin Davis, Inc. | 5,422 | $26.7 萬 | 0.11% | −127−2.3% | 減碼 |
| Weinberger Asset Management, Inc | 5,415 | $26.7 萬 | 0.14% | +109+2.1% | 加碼 |
| Bank of Hawaii | 5,414 | $26.6 萬 | 0.01% | −5,732−51.4% | 減碼 |
| Crabel Capital Management, LLC | 5,407 | $26.6 萬 | 0.13% | +5,407 | 新進 |
| Fortitude Family Office, LLC | 5,396 | $26.6 萬 | 0.20% | +5,396 | 新進 |
| Bridgewealth Advisory Group, LLC | 5,392 | $26.5 萬 | 0.20% | −398−6.9% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $26.5 萬 | 0.13% | 00.0% | 不變 |
| Alaethes Wealth LLC | 5,363 | $26.4 萬 | 0.12% | 00.0% | 不變 |
| TBH Global Asset Management, LLC | 5,360 | $26.4 萬 | 0.05% | +5,360 | 新進 |
| Forte Capital LLC | 5,345 | $26.3 萬 | 0.04% | +5,345 | 新進 |
| Angeles Investment Advisors, LLC | 5,342 | $26.3 萬 | 0.02% | +321+6.4% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 5,329 | $26.2 萬 | 0.05% | +16+0.3% | 加碼 |
| Magnus Financial Group LLC | 5,317 | $26.2 萬 | 0.03% | +40+0.8% | 加碼 |
| Hardy Reed LLC | 5,313 | $26.2 萬 | 0.04% | −106−2.0% | 減碼 |
| Allen Capital Group, LLC | 5,311 | $26.1 萬 | 0.04% | +5,311 | 新進 |
| Weaver Consulting Group | 5,308 | $26.1 萬 | 0.11% | 00.0% | 不變 |
| Constitution Capital LLC | 5,300 | $26.1 萬 | 0.16% | 00.0% | 不變 |
| Raelipskie Partnership | 5,300 | $26.1 萬 | 0.16% | +5,300 | 新進 |
| Colonial Trust Advisors | 5,272 | $25.9 萬 | 0.03% | +18+0.3% | 加碼 |
| Wallace Capital Management Inc. | 5,268 | $25.9 萬 | 0.04% | −742−12.3% | 減碼 |
| Consolidated Planning Corp | 5,267 | $25.9 萬 | 0.05% | +5,267 | 新進 |
| Westpac Banking Corp | 5,256 | $25.9 萬 | 0.02% | +5,256 | 新進 |
| Caldwell Sutter Capital, Inc. | 5,250 | $25.8 萬 | 0.13% | +124+2.4% | 加碼 |
| Brave Warrior Advisors, LLC | 5,250 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Wealth Effects LLC | 5,243 | $25.8 萬 | 0.10% | −2,000−27.6% | 減碼 |
| Beach Investment Counsel Inc | 5,233 | $25.8 萬 | 0.03% | −9,554−64.6% | 減碼 |