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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 72,863 | $358.7 萬 | 0.05% | −49,074−40.2% | 減碼 |
| Portside Wealth Group, LLC | 72,790 | $358.3 萬 | 0.67% | −6,419−8.1% | 減碼 |
| Veriti Management LLC | 72,724 | $357.9 萬 | 0.32% | +9,522+15.1% | 加碼 |
| Maven Securities LTD | 72,628 | $357.5 萬 | 0.41% | −12,244−14.4% | 減碼 |
| Kerrisdale Advisers, LLC | 72,621 | $357.4 萬 | 1.06% | 00.0% | 不變 |
| Guardian Capital Advisors LP | 71,540 | $357.1 萬 | 0.37% | −2,212−3.0% | 減碼 |
| Bradley Foster & Sargent Inc | 72,095 | $354.8 萬 | 0.07% | −4,088−5.4% | 減碼 |
| FDx Advisors, Inc. | 71,704 | $352.9 萬 | 0.27% | +10,971+18.1% | 加碼 |
| Engineers Gate Manager LP | 70,825 | $348.6 萬 | 0.10% | +30,752+76.7% | 加碼 |
| Greenleaf Trust | 70,566 | $347.3 萬 | 0.04% | +1,229+1.8% | 加碼 |
| Wedbush Securities Inc | 70,504 | $347.0 萬 | 0.15% | +12,469+21.5% | 加碼 |
| Apollon Wealth Management, LLC | 69,902 | $344.1 萬 | 0.12% | +21,113+43.3% | 加碼 |
| Slagle Financial, LLC | 138,594 | $341.1 萬 | 1.95% | +68,356+97.3% | 加碼 |
| Culbertson A N & Co Inc | 69,227 | $340.7 萬 | 0.63% | −4,500−6.1% | 減碼 |
| Sawtooth Solutions, LLC | 68,768 | $338.5 萬 | 0.09% | +1,553+2.3% | 加碼 |
| HighPoint Advisor Group LLC | 59,273 | $336.3 萬 | 0.24% | +59,273 | 新進 |
| Bayesian Capital Management, LP | 68,302 | $336.2 萬 | 0.36% | +68,302 | 新進 |
| Welch & Forbes LLC | 68,032 | $334.9 萬 | 0.05% | −3,446−4.8% | 減碼 |
| Independent Advisor Alliance | 69,393 | $334.8 萬 | 0.12% | −1,200−1.7% | 減碼 |
| Jump Financial, LLC | 67,891 | $334.2 萬 | 0.11% | +67,891 | 新進 |
| Daymark Wealth Partners, LLC | 67,346 | $331.5 萬 | 0.20% | −4,156−5.8% | 減碼 |
| SWS Partners | 66,276 | $326.2 萬 | 1.06% | −6,041−8.4% | 減碼 |
| Karpas Strategies, LLC | 66,227 | $326.0 萬 | 1.08% | +301+0.5% | 加碼 |
| Argent Trust Co | 65,863 | $324.2 萬 | 0.16% | −9,075−12.1% | 減碼 |
| Axxcess Wealth Management, LLC | 65,453 | $322.2 萬 | 0.10% | +12,026+22.5% | 加碼 |
| Oldfather Financial Services, LLC | 64,800 | $318.9 萬 | 1.42% | +40.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 64,517 | $317.6 萬 | 0.05% | +29,580+84.7% | 加碼 |
| Bleakley Financial Group, LLC | 63,769 | $313.9 萬 | 0.10% | −3,446−5.1% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 63,725 | $313.7 萬 | 0.79% | +6,676+11.7% | 加碼 |
| Kingsview Wealth Management, LLC | 63,669 | $313.4 萬 | 0.09% | −10,411−14.1% | 減碼 |
| Lee Danner & Bass Inc | 63,129 | $310.7 萬 | 0.27% | −5,280−7.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 63,103 | $310.6 萬 | 0.05% | −90,320−58.9% | 減碼 |
| Teza Capital Management LLC | 63,095 | $310.6 萬 | 0.52% | +35,827+131.4% | 加碼 |
| Park Avenue Securities LLC | 62,838 | $309.3 萬 | 0.04% | +5,617+9.8% | 加碼 |
| HB Wealth Management, LLC | 62,412 | $307.2 萬 | 0.04% | −638−1.0% | 減碼 |
| IMS Capital Management | 61,283 | $301.6 萬 | 1.48% | 00.0% | 不變 |
| Boston Private Wealth LLC | 61,128 | $300.9 萬 | 0.07% | +1,599+2.7% | 加碼 |
| Pinnacle Financial Partners Inc | 61,100 | $300.7 萬 | 0.07% | +339+0.6% | 加碼 |
| DoubleLine ETF Adviser LP | 60,696 | $298.7 萬 | 0.86% | +4,344+7.7% | 加碼 |
| Golden State Equity Partners | 60,646 | $298.5 萬 | 0.72% | −352−0.6% | 減碼 |
| Huntington National Bank | 60,575 | $298.2 萬 | 0.03% | −11,525−16.0% | 減碼 |
| Smith, Salley & Associates | 60,470 | $297.6 萬 | 0.19% | +14,979+32.9% | 加碼 |
| Twin Tree Management, LP | 59,923 | $294.9 萬 | 0.05% | +59,923 | 新進 |
| Mark Asset Management LP | 59,915 | $294.9 萬 | 0.48% | +59,915 | 新進 |
| Lowe Brockenbrough & Co Inc | 59,045 | $290.6 萬 | 0.23% | +1,548+2.7% | 加碼 |
| Montag A & Associates Inc | 58,502 | $287.9 萬 | 0.16% | +2,215+3.9% | 加碼 |
| S&CO Inc | 57,823 | $284.6 萬 | 0.22% | −2,650−4.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 57,736 | $284.2 萬 | 0.04% | −3,811−6.2% | 減碼 |
| Cidel Asset Management Inc | 57,704 | $284.0 萬 | 0.12% | +50,204+669.4% | 加碼 |
| Edgestream Partners, L.P. | 57,411 | $282.6 萬 | 0.20% | +28,566+99.0% | 加碼 |
| Profund Advisors LLC | 57,111 | $281.1 萬 | 0.12% | +12,342+27.6% | 加碼 |
| Mitchell Sinkler & Starr | 56,875 | $279.9 萬 | 0.51% | +1,750+3.2% | 加碼 |
| Aspen Grove Capital, LLC | 56,867 | $279.5 萬 | 0.85% | −1,491−2.6% | 減碼 |
| Moors & Cabot, Inc. | 56,626 | $278.7 萬 | 0.17% | −8,033−12.4% | 減碼 |
| Parcion Private Wealth LLC | 56,583 | $278.5 萬 | 0.25% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 56,564 | $278.4 萬 | 0.07% | −397−0.7% | 減碼 |
| Baker Tilly Wealth Management, LLC | 56,442 | $277.8 萬 | 0.46% | −5,425−8.8% | 減碼 |
| Van Leeuwen & Company, LLC | 56,225 | $276.7 萬 | 1.61% | −27,697−33.0% | 減碼 |
| Stonebridge Capital Advisors LLC | 55,926 | $275.3 萬 | 0.28% | −56−0.1% | 減碼 |
| Valeo Financial Advisors, LLC | 55,865 | $275.0 萬 | 0.11% | −10,051−15.2% | 減碼 |
| Signet Financial Management, LLC | 55,838 | $274.8 萬 | 0.41% | −150.0% | 減碼 |
| Empower Advisory Group, LLC | 55,635 | $273.8 萬 | 0.01% | +23,209+71.6% | 加碼 |
| Goelzer Investment Management, Inc. | 55,623 | $273.8 萬 | 0.18% | −1,538−2.7% | 減碼 |
| Resources Investment Advisors, LLC. | 55,377 | $272.6 萬 | 0.05% | +5,929+12.0% | 加碼 |
| Quad-Cities Investment Group, LLC | 54,383 | $271.5 萬 | 1.68% | +12,893+31.1% | 加碼 |
| WCG Wealth Advisors LLC | 55,070 | $271.1 萬 | 0.20% | +1,766+3.3% | 加碼 |
| National Asset Management, Inc. | 54,873 | $270.1 萬 | 0.07% | −12,473−18.5% | 減碼 |
| Alaska Permanent Fund Corp | 54,733 | $269.4 萬 | 0.04% | −567−1.0% | 減碼 |
| Perkins Coie Trust Co | 54,732 | $269.4 萬 | 0.68% | −2,745−4.8% | 減碼 |
| Legato Capital Management LLC | 54,661 | $269.0 萬 | 0.35% | 00.0% | 不變 |
| Selway Asset Management | 54,600 | $268.7 萬 | 1.13% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 54,456 | $268.0 萬 | 0.47% | −1,227−2.2% | 減碼 |
| Vise Technologies, Inc. | 54,331 | $267.4 萬 | 0.58% | +17,258+46.6% | 加碼 |
| Wetherby Asset Management Inc | 54,222 | $266.9 萬 | 0.14% | −2,862−5.0% | 減碼 |
| Central Trust Co | 53,859 | $265.1 萬 | 0.07% | −30.0% | 減碼 |
| Meitav Dash Investments Ltd | 53,651 | $264.9 萬 | 0.04% | −1,941−3.5% | 減碼 |
| Buckingham Strategic Wealth, LLC | 53,730 | $264.5 萬 | 0.03% | +10,509+24.3% | 加碼 |
| SOL Capital Management CO | 53,643 | $264.0 萬 | 0.36% | −1,600−2.9% | 減碼 |
| InterOcean Capital Group, LLC | 53,548 | $263.6 萬 | 0.07% | −10,643−16.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 53,363 | $262.7 萬 | 0.04% | +293+0.6% | 加碼 |
| Kingswood Wealth Advisors, LLC | 53,331 | $262.5 萬 | 0.30% | −4,422−7.7% | 減碼 |
| D L Carlson Investment Group Inc | 49,864 | $259.5 萬 | 0.53% | +49,864 | 新進 |
| Paradigm Asset Management Co LLC | 52,402 | $257.9 萬 | 0.68% | −1,300−2.4% | 減碼 |
| Clear Harbor Asset Management, LLC | 52,268 | $257.3 萬 | 0.25% | 00.0% | 不變 |
| NorthRock Partners, LLC | 52,067 | $256.3 萬 | 0.11% | +20,867+66.9% | 加碼 |
| Summit Trail Advisors, LLC | 52,041 | $256.1 萬 | 0.08% | +714+1.4% | 加碼 |
| Qtron Investments LLC | 52,002 | $256.0 萬 | 0.42% | +9,444+22.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,998 | $255.9 萬 | 0.01% | 00.0% | 不變 |
| NEOS Investment Management LLC | 51,539 | $253.7 萬 | 0.24% | +11,375+28.3% | 加碼 |
| Aft, Forsyth & Sober, LLC | 51,500 | $253.5 萬 | 0.98% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 51,252 | $252.3 萬 | 0.20% | +885+1.8% | 加碼 |
| London Co of Virginia | 51,245 | $252.2 萬 | 0.01% | −4,337−7.8% | 減碼 |
| Brown Brothers Harriman & Co | 51,055 | $251.3 萬 | 0.02% | −3,210−5.9% | 減碼 |
| Trust Point Inc. | 50,765 | $249.9 萬 | 0.21% | +50,765 | 新進 |
| Associated Banc-Corp | 50,607 | $249.1 萬 | 0.09% | +3,419+7.2% | 加碼 |
| Forum Financial Management, LP | 50,579 | $249.0 萬 | 0.05% | −529−1.0% | 減碼 |
| Waterloo Capital, L.P. | 50,228 | $247.2 萬 | 0.40% | +50,228 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,010 | $246.2 萬 | 0.15% | −488−1.0% | 減碼 |
| Iat Reinsurance Co Ltd. | 50,000 | $246.1 萬 | 0.46% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 49,733 | $244.8 萬 | 0.07% | +5,527+12.5% | 加碼 |