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
- 2,154
- 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 899 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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 190,807 | $939.2 萬 | 0.42% | −11,135−5.5% | 減碼 |
| SG Americas Securities, LLC | 189,496 | $932.7 萬 | 0.10% | +44,197+30.4% | 加碼 |
| Eagle Global Advisors LLC | 188,712 | $928.8 萬 | 0.56% | −3,922−2.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 188,619 | $928.4 萬 | 0.05% | −174,365−48.0% | 減碼 |
| JustInvest LLC | 188,560 | $928.1 萬 | 0.24% | −9,386−4.7% | 減碼 |
| Commerce Bank | 187,532 | $923.0 萬 | 0.07% | −1,734−0.9% | 減碼 |
| Hillman Capital Management, Inc. | 186,151 | $916.2 萬 | 3.16% | −25,085−11.9% | 減碼 |
| Sprucegrove Investment Management Ltd | 183,527 | $903.3 萬 | 0.39% | −1,400−0.8% | 減碼 |
| Prudential PLC | 181,946 | $895.5 萬 | 0.10% | −45,533−20.0% | 減碼 |
| Adams Asset Advisors, LLC | 181,700 | $894.3 萬 | 1.20% | 00.0% | 不變 |
| Ziegler Capital Management, LLC | 179,397 | $883.1 萬 | 0.40% | −11,158−5.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 174,213 | $854.6 萬 | 0.02% | −34,906−16.7% | 減碼 |
| Empowered Funds, LLC | 172,805 | $850.5 萬 | 0.21% | +22,357+14.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 170,410 | $838.8 萬 | 0.03% | +15,126+9.7% | 加碼 |
| Channing Capital Management, LLC | 169,559 | $834.6 萬 | 0.25% | −13,149−7.2% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 169,510 | $834.3 萬 | 3.84% | 00.0% | 不變 |
| Consilium Wealth Advisory, LLC | 169,291 | $833.2 萬 | 5.01% | −1,921−1.1% | 減碼 |
| Hilton Capital Management, LLC | 165,731 | $815.7 萬 | 0.87% | +165,731 | 新進 |
| Bokf, NA | 163,981 | $807.1 萬 | 0.16% | −7,886−4.6% | 減碼 |
| Hennessy Advisors Inc | 163,600 | $805.2 萬 | 0.41% | −14,500−8.1% | 減碼 |
| Metis Global Partners, LLC | 161,243 | $793.6 萬 | 0.32% | +20,274+14.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 160,645 | $790.7 萬 | 0.30% | −1,981−1.2% | 減碼 |
| Olstein Capital Management, L.P. | 160,000 | $787.5 萬 | 1.33% | −30,000−15.8% | 減碼 |
| Raymond James Trust N.A. | 158,964 | $782.4 萬 | 0.21% | −1,369−0.9% | 減碼 |
| CSM Advisors, LLC | 157,722 | $776.3 萬 | 0.56% | −438−0.3% | 減碼 |
| Gibraltar Capital Management, Inc. | 156,411 | $769.9 萬 | 3.28% | +13,424+9.4% | 加碼 |
| Alerus Financial NA | 156,257 | $769.1 萬 | 0.63% | −34,272−18.0% | 減碼 |
| Investment Management Corp of Ontario | 155,775 | $766.7 萬 | 0.19% | +155,775 | 新進 |
| Kestra Advisory Services, LLC | 154,618 | $761.0 萬 | 0.06% | −7,779−4.8% | 減碼 |
| Meritage Portfolio Management | 153,911 | $757.5 萬 | 0.50% | −1,379−0.9% | 減碼 |
| GTS Securities LLC | 152,468 | $750.4 萬 | 0.16% | −266,472−63.6% | 減碼 |
| La Banque Postale Asset Management SA | 152,028 | $748.3 萬 | 0.16% | −41,216−21.3% | 減碼 |
| Two Sigma Securities, LLC | 151,719 | $746.8 萬 | 0.34% | +98,827+186.8% | 加碼 |
| Salzhauer Michael | 150,773 | $742.1 萬 | 6.67% | +16,575+12.4% | 加碼 |
| RBF Capital, LLC | 150,000 | $738.3 萬 | 0.46% | −20,000−11.8% | 減碼 |
| Wealthsource Partners, LLC | 149,605 | $736.4 萬 | 0.48% | −1,509−1.0% | 減碼 |
| Highland Capital Management, LLC | 149,289 | $734.8 萬 | 0.46% | +913+0.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 149,274 | $734.7 萬 | 0.56% | −6,434−4.1% | 減碼 |
| Poehling Capital Management, LLC | 148,192 | $729.4 萬 | 2.31% | −454−0.3% | 減碼 |
| Monte Financial Group, LLC | 148,063 | $728.8 萬 | 3.40% | +408+0.3% | 加碼 |
| Metropolitan Life Insurance Co | 147,825 | $727.6 萬 | 0.34% | −3,555−2.3% | 減碼 |
| Phoenix Holdings Ltd. | 135,384 | $715.4 萬 | 0.12% | +91,136+206.0% | 加碼 |
| Blume Capital Management, Inc. | 143,603 | $706.8 萬 | 1.88% | +325+0.2% | 加碼 |
| Edgar Lomax Co | 142,672 | $702.2 萬 | 0.46% | −5,875−4.0% | 減碼 |
| New England Asset Management Inc | 142,395 | $700.9 萬 | 1.13% | −13,600−8.7% | 減碼 |
| ARGA Investment Management, LP | 142,063 | $699.2 萬 | 0.24% | +142,063 | 新進 |
| Picton Mahoney Asset Management | 140,810 | $693.0 萬 | 0.32% | +1,810+1.3% | 加碼 |
| Trexquant Investment LP | 139,690 | $687.6 萬 | 0.15% | +139,690 | 新進 |
| EP Wealth Advisors, LLC | 138,569 | $682.0 萬 | 0.09% | −1,526−1.1% | 減碼 |
| Sowell Financial Services LLC | 137,987 | $679.2 萬 | 0.37% | +24,112+21.2% | 加碼 |
| Tritonpoint Wealth, LLC | 137,294 | $675.8 萬 | 0.66% | +137,294 | 新進 |
| TD Waterhouse Canada Inc. | 123,102 | $672.6 萬 | 0.06% | −7,353−5.6% | 減碼 |
| DCM Advisors, LLC | 135,800 | $668.4 萬 | 2.40% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 135,757 | $668.2 萬 | 1.10% | −492−0.4% | 減碼 |
| Estabrook Capital Management | 135,433 | $666.6 萬 | 1.09% | −355−0.3% | 減碼 |
| Eagle Asset Management Inc | 135,003 | $664.5 萬 | 0.04% | +122,490+978.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 134,300 | $661.0 萬 | 0.07% | +134,300 | 新進 |
| Empirical Finance, LLC | 133,412 | $656.7 萬 | 0.46% | +240.0% | 加碼 |
| Credit Agricole S A | 133,319 | $656.2 萬 | 0.14% | +56,969+74.6% | 加碼 |
| Wedmont Private Capital | 131,414 | $656.0 萬 | 0.54% | +9,857+8.1% | 加碼 |
| Tufton Capital Management | 133,097 | $655.1 萬 | 1.37% | −8,055−5.7% | 減碼 |
| tru Independence LLC | 132,129 | $650.3 萬 | 1.97% | −2,233−1.7% | 減碼 |
| Groupama Asset Managment | 131,150 | $645.7 萬 | 0.17% | +131,150 | 新進 |
| Tower Bridge Advisors | 131,138 | $645.5 萬 | 0.56% | −1,315−1.0% | 減碼 |
| Brinker Capital Investments, LLC | 128,739 | $642.7 萬 | 0.07% | +11,259+9.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 128,739 | $642.7 萬 | 0.07% | +11,259+9.6% | 加碼 |
| Hikari Power Ltd | 130,460 | $642.1 萬 | 0.61% | −49,880−27.7% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 130,410 | $641.9 萬 | 0.36% | +24,720+23.4% | 加碼 |
| Eisler Capital (UK) Ltd. | 130,215 | $640.9 萬 | 0.58% | −373,048−74.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 129,380 | $636.8 萬 | 0.45% | +3,520+2.8% | 加碼 |
| Long Focus Capital Management, LLC | 128,900 | $634.4 萬 | 0.82% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 128,879 | $634.3 萬 | 0.11% | +6,886+5.6% | 加碼 |
| Chesley Taft & Associates LLC | 128,135 | $630.7 萬 | 0.35% | −1,193−0.9% | 減碼 |
| Norinchukin Bank, The | 127,546 | $627.8 萬 | 0.15% | −13,286−9.4% | 減碼 |
| Vinva Investment Management Ltd | 126,868 | $627.7 萬 | 0.44% | +18,952+17.6% | 加碼 |
| Uncommon Cents Investing LLC | 127,484 | $627.5 萬 | 2.08% | −380−0.3% | 減碼 |
| ExodusPoint Capital Management, LP | 126,933 | $624.8 萬 | 0.08% | −636,538−83.4% | 減碼 |
| Focus Financial Network Inc | 126,523 | $622.7 萬 | 0.23% | +126,523 | 新進 |
| Qsemble Capital Management, LP | 126,439 | $622.3 萬 | 1.56% | +21,139+20.1% | 加碼 |
| Robinson Value Management, Ltd. | 126,141 | $620.9 萬 | 4.08% | +65,937+109.5% | 加碼 |
| Sicart Associates LLC | 125,775 | $619.1 萬 | 2.37% | −1,320−1.0% | 減碼 |
| Integrated Wealth Concepts LLC | 124,279 | $611.7 萬 | 0.10% | +15,546+14.3% | 加碼 |
| Avantax Advisory Services, Inc. | 124,265 | $611.6 萬 | 0.06% | +12,614+11.3% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 123,399 | $607.4 萬 | 0.13% | +18,421+17.5% | 加碼 |
| Ieq Capital, LLC | 122,722 | $604.0 萬 | 0.10% | +14,514+13.4% | 加碼 |
| Baxter Bros Inc | 122,697 | $603.9 萬 | 0.84% | −789−0.6% | 減碼 |
| Crestline Management, LP | 122,489 | $602.9 萬 | 0.56% | −47,511−27.9% | 減碼 |
| Lido Advisors, LLC | 122,028 | $600.6 萬 | 0.06% | +5,320+4.6% | 加碼 |
| Chartwell Investment Partners, LLC | 120,644 | $593.8 萬 | 0.21% | +13,187+12.3% | 加碼 |
| Bard Financial Services, Inc. | 119,360 | $587.5 萬 | 0.66% | +6,520+5.8% | 加碼 |
| Beacon Financial Group | 118,210 | $581.8 萬 | 0.71% | −14,129−10.7% | 減碼 |
| Quantinno Capital Management LP | 117,284 | $577.3 萬 | 0.20% | +9,499+8.8% | 加碼 |
| RMB Capital Management, LLC | 116,322 | $572.5 萬 | 0.17% | +49,893+75.1% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 116,224 | $572.1 萬 | 0.70% | +300+0.3% | 加碼 |
| Stoneridge Investment Partners LLC | 116,203 | $572.0 萬 | 2.41% | +48,723+72.2% | 加碼 |
| Hoey Investments, Inc | 115,488 | $568.4 萬 | 1.61% | −2,845−2.4% | 減碼 |
| Providence Capital Advisors, LLC | 115,410 | $568.1 萬 | 1.36% | +111,359+2,748.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 114,951 | $565.8 萬 | 0.15% | −534−0.5% | 減碼 |
| Thompson Investment Management, Inc. | 114,376 | $563.0 萬 | 0.91% | −1,423−1.2% | 減碼 |
| Alberta Investment Management Corp | 112,175 | $552.1 萬 | 0.05% | +27,375+32.3% | 加碼 |