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 |
|---|---|---|---|---|---|
| Cynosure Management, LLC | 111,611 | $549.4 萬 | 0.99% | −28,730−20.5% | 減碼 |
| Rathbone Brothers plc | 111,397 | $548.3 萬 | 0.04% | −4,624−4.0% | 減碼 |
| NBW Capital LLC | 109,009 | $536.5 萬 | 1.17% | −382−0.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 107,634 | $529.8 萬 | 0.33% | −8,923−7.7% | 減碼 |
| King Luther Capital Management Corp | 107,365 | $528.5 萬 | 0.03% | −618−0.6% | 減碼 |
| United Services Automobile Association | 107,249 | $527.9 萬 | 0.12% | +9,343+9.5% | 加碼 |
| California First Leasing Corp | 106,400 | $523.7 萬 | 2.78% | 00.0% | 不變 |
| Duality Advisers, LP | 106,277 | $523.1 萬 | 0.55% | +106,277 | 新進 |
| Procyon Private Wealth Partners, LLC | 105,457 | $519.1 萬 | 0.44% | +2,464+2.4% | 加碼 |
| First National Bank of Omaha | 104,768 | $515.7 萬 | 0.33% | −2,891−2.7% | 減碼 |
| Unison Asset Management LLC | 103,522 | $509.5 萬 | 2.99% | 00.0% | 不變 |
| Prospera Financial Services Inc | 103,348 | $508.7 萬 | 0.17% | −200.0% | 減碼 |
| Whittier Trust Co | 103,106 | $507.5 萬 | 0.08% | −16,712−13.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 101,401 | $499.1 萬 | 0.06% | +3,093+3.1% | 加碼 |
| Hutchinson Capital Management | 100,865 | $496.5 萬 | 1.08% | −6,795−6.3% | 減碼 |
| Dorchester Wealth Management Co | 100,683 | $495.6 萬 | 0.92% | −1,435−1.4% | 減碼 |
| Morningstar Investment Management LLC | 100,396 | $494.1 萬 | 0.57% | +100,396 | 新進 |
| Mendon Capital Advisors Corp | 100,000 | $492.2 萬 | 2.31% | +100,000 | 新進 |
| Acadian Asset Management LLC | 100,062 | $492.0 萬 | 0.02% | −16,525−14.2% | 減碼 |
| TD Private Client Wealth LLC | 99,826 | $491.3 萬 | 0.18% | −12,843−11.4% | 減碼 |
| iA Global Asset Management Inc. | 99,596 | $490.2 萬 | 0.11% | +35,054+54.3% | 加碼 |
| PFG Advisors | 99,370 | $489.1 萬 | 0.39% | −593−0.6% | 減碼 |
| Banco Santander, S.A. | 99,226 | $488.4 萬 | 0.06% | −2,593−2.5% | 減碼 |
| Harvest Portfolios Group Inc. | 99,201 | $488.3 萬 | 0.21% | −10,932−9.9% | 減碼 |
| Barr E S & Co | 98,889 | $486.7 萬 | 0.33% | −2,450−2.4% | 減碼 |
| Apexium Financial, LP | 98,525 | $484.9 萬 | 0.35% | +20.0% | 加碼 |
| Siemens Fonds Invest GmbH | 98,243 | $483.6 萬 | 0.40% | +42,931+77.6% | 加碼 |
| Stephens Inc | 97,338 | $479.1 萬 | 0.08% | +1,931+2.0% | 加碼 |
| Madison Asset Management, LLC | 96,684 | $475.9 萬 | 0.06% | −1,835−1.9% | 減碼 |
| Walleye Trading LLC | 96,405 | $474.5 萬 | 0.07% | −288,098−74.9% | 減碼 |
| Winslow Asset Management Inc | 96,290 | $473.9 萬 | 0.96% | +1,432+1.5% | 加碼 |
| Quadrature Capital Ltd | 95,885 | $472.0 萬 | 0.09% | +2,074+2.2% | 加碼 |
| Clayton Partners LLC | 95,036 | $467.8 萬 | 3.79% | −4,945−4.9% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 95,028 | $467.7 萬 | 2.17% | +95,028 | 新進 |
| FJ Investments, LLC | 94,900 | $467.1 萬 | 0.22% | +94,900 | 新進 |
| Factorial Partners, LLC | 94,800 | $466.6 萬 | 2.95% | +1,000+1.1% | 加碼 |
| Cloverfields Capital Group, LP | 94,222 | $463.8 萬 | 1.82% | +94,222 | 新進 |
| Stratos Wealth Partners, LTD. | 94,058 | $463.0 萬 | 0.09% | +17,458+22.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 93,775 | $461.6 萬 | 0.12% | +7,848+9.1% | 加碼 |
| Capital Markets Trading UK LLP | 93,596 | $460.7 萬 | 3.40% | +30,653+48.7% | 加碼 |
| Mach-1 Financial Group, Inc. | 93,487 | $460.1 萬 | 1.75% | +9,674+11.5% | 加碼 |
| Bahl & Gaynor Inc | 93,475 | $460.1 萬 | 0.03% | −4,152−4.3% | 減碼 |
| Sendero Wealth Management, LLC | 92,754 | $456.5 萬 | 0.86% | +54,932+145.2% | 加碼 |
| Brookmont Capital Management | 92,027 | $453.0 萬 | 2.54% | −2,448−2.6% | 減碼 |
| Elgethun Capital Management | 91,832 | $451.9 萬 | 1.28% | −938−1.0% | 減碼 |
| Alpha DNA Investment Management LLC | 91,700 | $451.3 萬 | 2.68% | +10,869+13.4% | 加碼 |
| Semmax Financial Advisors Inc. | 92,346 | $448.7 萬 | 1.63% | −7,366−7.4% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $447.4 萬 | 0.18% | 00.0% | 不變 |
| Western Financial Corp | 90,877 | $447.3 萬 | 2.99% | −313−0.3% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 90,570 | $445.8 萬 | 0.49% | −1,993−2.2% | 減碼 |
| Callan Family Office, LLC | 90,522 | $445.5 萬 | 1.10% | +155+0.2% | 加碼 |
| Benson Investment Management Company, Inc. | 90,109 | $443.5 萬 | 2.27% | +546+0.6% | 加碼 |
| Concentric Wealth Management, LLC | 89,846 | $442.2 萬 | 1.28% | −354−0.4% | 減碼 |
| Atlantic Union Bankshares Corp | 89,513 | $440.6 萬 | 0.41% | +36,044+67.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 89,076 | $438.4 萬 | 0.16% | −4,865−5.2% | 減碼 |
| Mill Capital Management, LLC | 88,788 | $437.0 萬 | 0.39% | −372−0.4% | 減碼 |
| Tiaa Trust, National Association | 88,669 | $436.4 萬 | 0.01% | −16,131−15.4% | 減碼 |
| Altrafin AG | 88,560 | $435.9 萬 | 1.68% | −620−0.7% | 減碼 |
| Gifford Fong Associates | 88,052 | $433.4 萬 | 0.92% | 00.0% | 不變 |
| Continental Advisors LLC | 87,906 | $432.7 萬 | 3.90% | +3,500+4.1% | 加碼 |
| Richard Bernstein Advisors LLC | 87,213 | $429.3 萬 | 0.10% | +53+0.1% | 加碼 |
| Assenagon Asset Management S.A. | 87,148 | $428.9 萬 | 0.01% | −283−0.3% | 減碼 |
| Compagnie Lombard Odier SCmA | 87,010 | $428.3 萬 | 0.08% | +66,651+327.4% | 加碼 |
| Wesleyan Assurance Society | 86,500 | $425.8 萬 | 0.42% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 85,688 | $421.8 萬 | 0.13% | +85,688 | 新進 |
| Nomura Holdings Inc | 85,662 | $421.6 萬 | 0.04% | +79,544+1,300.2% | 加碼 |
| Woodward Diversified Capital, LLC | 85,513 | $420.9 萬 | 2.64% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 85,236 | $419.5 萬 | 0.25% | −210,949−71.2% | 減碼 |
| Regions Financial Corp | 84,895 | $417.9 萬 | 0.03% | −24,880−22.7% | 減碼 |
| Savant Capital, LLC | 84,816 | $417.5 萬 | 0.05% | −1,381−1.6% | 減碼 |
| Point72 Middle East FZE | 84,749 | $417.1 萬 | 0.29% | +84,749 | 新進 |
| Twin Capital Management Inc | 84,616 | $416.5 萬 | 0.55% | −3,812−4.3% | 減碼 |
| Allworth Financial LP | 83,918 | $413.0 萬 | 0.03% | +2,021+2.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 83,706 | $412.0 萬 | 0.38% | −16,667−16.6% | 減碼 |
| Bessemer Group Inc | 83,607 | $411.5 萬 | 0.01% | +594+0.7% | 加碼 |
| Horizon Investments, LLC | 83,841 | $409.8 萬 | 0.11% | +16,404+24.3% | 加碼 |
| Asio Capital, LLC | 83,180 | $409.4 萬 | 0.96% | +972+1.2% | 加碼 |
| NWF Advisory Services Inc. | 83,139 | $409.2 萬 | 0.81% | −1,984−2.3% | 減碼 |
| RFG Advisory, LLC | 82,627 | $406.7 萬 | 0.16% | +307+0.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 82,461 | $405.9 萬 | 0.05% | +51,484+166.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 82,227 | $404.7 萬 | 0.22% | +4,532+5.8% | 加碼 |
| MAI Capital Management | 80,648 | $397.0 萬 | 0.05% | +400.0% | 加碼 |
| Capstone Investment Advisors, LLC | 79,462 | $391.1 萬 | 0.07% | −93,741−54.1% | 減碼 |
| LGT Group Foundation | 78,963 | $390.7 萬 | 0.09% | +25,618+48.0% | 加碼 |
| Shelton Capital Management | 79,213 | $389.9 萬 | 0.12% | −15,112−16.0% | 減碼 |
| River & Mercantile Asset Management LLP | 78,333 | $385.6 萬 | 0.73% | −4,233−5.1% | 減碼 |
| Verition Fund Management LLC | 78,183 | $384.8 萬 | 0.04% | −204,382−72.3% | 減碼 |
| Weik Capital Management | 77,898 | $383.4 萬 | 1.77% | −400−0.5% | 減碼 |
| Vestcor Inc | 77,634 | $382.1 萬 | 0.13% | −838−1.1% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $379.0 萬 | 0.52% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 76,684 | $377.4 萬 | 0.21% | −4,421−5.5% | 減碼 |
| Cetera Advisors LLC | 76,495 | $376.5 萬 | 0.05% | −3,229−4.1% | 減碼 |
| Principal Securities, Inc. | 76,346 | $375.8 萬 | 0.14% | +76,346 | 新進 |
| Peapack Gladstone Financial Corp | 75,989 | $374.0 萬 | 0.06% | −2,451−3.1% | 減碼 |
| Lawson Kroeker Investment Management Inc | 75,839 | $373.3 萬 | 0.77% | +1,225+1.6% | 加碼 |
| Connable Office Inc | 75,766 | $372.9 萬 | 0.45% | −3,414−4.3% | 減碼 |
| HighMark Wealth Management LLC | 74,857 | $368.4 萬 | 2.72% | −40−0.1% | 減碼 |
| Advisory Services Network, LLC | 74,171 | $365.1 萬 | 0.09% | −4,795−6.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 73,322 | $360.9 萬 | 0.16% | +22,660+44.7% | 加碼 |
| Toroso Investments, LLC | 72,924 | $358.9 萬 | 0.09% | +5,752+8.6% | 加碼 |