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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 49,606 | $244.2 萬 | 0.08% | −2,575−4.9% | 減碼 |
| Clearstead Advisors, LLC | 49,366 | $243.0 萬 | 0.13% | −857−1.7% | 減碼 |
| Lakeview Capital Partners, LLC | 49,363 | $243.0 萬 | 0.43% | +1,333+2.8% | 加碼 |
| Jackson Hole Capital Partners, LLC | 49,096 | $241.7 萬 | 0.62% | +15,413+45.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 49,060 | $241.5 萬 | 0.15% | +1,353+2.8% | 加碼 |
| Transcend Wealth Collective, LLC | 48,862 | $240.5 萬 | 0.21% | −2,738−5.3% | 減碼 |
| Signaturefd, LLC | 48,810 | $240.2 萬 | 0.06% | +5,950+13.9% | 加碼 |
| Global Frontier Investments LLC | 48,661 | $239.5 萬 | 0.82% | 00.0% | 不變 |
| Mount Lucas Management LP | 48,512 | $238.8 萬 | 0.84% | +48,512 | 新進 |
| Peoples Bank | 48,104 | $236.8 萬 | 1.90% | −1,585−3.2% | 減碼 |
| Argyle Capital Management Inc. | 48,043 | $236.5 萬 | 0.98% | −10,000−17.2% | 減碼 |
| Stableford Capital II LLC | 48,026 | $235.5 萬 | 1.01% | +561+1.2% | 加碼 |
| Meiji Yasuda Life Insurance Co | 47,709 | $234.8 萬 | 0.05% | +22,200+87.0% | 加碼 |
| Somerset Group LLC | 47,629 | $234.4 萬 | 1.97% | 00.0% | 不變 |
| Trust Asset Management LLC | 47,346 | $233.0 萬 | 0.23% | 00.0% | 不變 |
| Pring Turner Capital Group Inc | 47,238 | $232.5 萬 | 1.78% | −750−1.6% | 減碼 |
| Coppell Advisory Solutions LLC | 47,235 | $232.5 萬 | 0.47% | +17,558+59.2% | 加碼 |
| Koss-Olinger Consulting, LLC | 47,048 | $231.6 萬 | 0.23% | +23,175+97.1% | 加碼 |
| YHB Investment Advisors, Inc. | 47,032 | $231.5 萬 | 0.22% | −108,421−69.7% | 減碼 |
| Pitcairn Co | 46,658 | $229.7 萬 | 0.17% | +7,677+19.7% | 加碼 |
| Pavion Blue Capital, LLC | 46,507 | $228.9 萬 | 1.26% | −656−1.4% | 減碼 |
| HTLF Bank | 46,272 | $227.8 萬 | 0.27% | +46,272 | 新進 |
| Easterly Investment Partners LLC | 46,224 | $227.5 萬 | 0.24% | −309−0.7% | 減碼 |
| Global Retirement Partners, LLC | 48,370 | $226.5 萬 | 0.09% | +3,755+8.4% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $226.3 萬 | 1.17% | 00.0% | 不變 |
| St. Louis Financial Planners Asset Management, LLC | 45,680 | $224.8 萬 | 2.09% | +45,680 | 新進 |
| Snowden Capital Advisors LLC | 45,576 | $224.3 萬 | 0.09% | −13,332−22.6% | 減碼 |
| Mission Wealth Management, LP | 45,503 | $224.0 萬 | 0.07% | +1,963+4.5% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 45,500 | $224.0 萬 | 0.31% | −755,000−94.3% | 減碼 |
| FineMark National Bank & Trust | 45,431 | $223.6 萬 | 0.09% | +32,942+263.8% | 加碼 |
| Fiduciary Trust Co | 45,366 | $223.3 萬 | 0.04% | −2,597−5.4% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 45,080 | $222.9 萬 | 1.01% | −1,135−2.5% | 減碼 |
| Choate Investment Advisors | 45,136 | $222.2 萬 | 0.07% | +798+1.8% | 加碼 |
| Ritholtz Wealth Management | 45,135 | $222.2 萬 | 0.09% | +1,426+3.3% | 加碼 |
| Kuhn & Co Investment Counsel | 45,101 | $222.0 萬 | 2.27% | +45,101 | 新進 |
| KCM Investment Advisors LLC | 45,082 | $221.9 萬 | 0.09% | −2,813−5.9% | 減碼 |
| IFP Advisors, Inc | 45,045 | $221.7 萬 | 0.10% | +5,117+12.8% | 加碼 |
| Merit Financial Group, LLC | 44,844 | $220.7 萬 | 0.07% | −28,397−38.8% | 減碼 |
| Burney Co | 44,678 | $219.9 萬 | 0.09% | −53,580−54.5% | 減碼 |
| White Pine Capital LLC | 44,427 | $218.7 萬 | 0.84% | −3,097−6.5% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $218.1 萬 | 0.02% | −8,085−15.4% | 減碼 |
| Centaurus Financial, Inc. | 44,299 | $218.0 萬 | 0.17% | −642−1.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 43,606 | $217.7 萬 | 0.08% | −36−0.1% | 減碼 |
| Lincoln National Corp | 44,166 | $217.4 萬 | 0.04% | +380+0.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 43,900 | $216.1 萬 | 0.21% | −12,130−21.6% | 減碼 |
| Xcel Wealth Management, LLC | 43,810 | $215.6 萬 | 0.76% | −1,300−2.9% | 減碼 |
| Meeder Advisory Services, Inc. | 43,491 | $214.1 萬 | 0.25% | +1,948+4.7% | 加碼 |
| Naviter Wealth, LLC | 43,394 | $213.6 萬 | 0.43% | +6,262+16.9% | 加碼 |
| NBT Bank N A | 43,303 | $213.1 萬 | 0.17% | +1,401+3.3% | 加碼 |
| Pictet Bank & Trust Ltd | 43,164 | $212.5 萬 | 2.15% | −9,176−17.5% | 減碼 |
| Capital Asset Advisory Services LLC | 42,975 | $211.5 萬 | 0.13% | +7,898+22.5% | 加碼 |
| Bank of Stockton | 43,741 | $210.5 萬 | 0.70% | 00.0% | 不變 |
| Gs Investments, Inc. | 42,400 | $208.7 萬 | 1.09% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 42,383 | $208.6 萬 | 0.17% | 00.0% | 不變 |
| Haverford Trust Co | 42,194 | $207.7 萬 | 0.02% | +406+1.0% | 加碼 |
| United Asset Strategies, Inc. | 42,172 | $207.6 萬 | 0.23% | −1,509−3.5% | 減碼 |
| Wynn Capital, LLC | 41,989 | $206.7 萬 | 1.69% | +41,989 | 新進 |
| Meridian Wealth Partners, LLC | 41,935 | $206.4 萬 | 0.39% | +540+1.3% | 加碼 |
| Premier Path Wealth Partners, LLC | 41,963 | $205.7 萬 | 0.46% | +41,963 | 新進 |
| Round Hill Asset Management | 41,777 | $205.6 萬 | 1.29% | −185−0.4% | 減碼 |
| Convergence Investment Partners, LLC | 41,628 | $204.9 萬 | 1.07% | +26,891+182.5% | 加碼 |
| Insigneo Advisory Services, LLC | 41,564 | $204.6 萬 | 0.29% | +12,678+43.9% | 加碼 |
| HM Payson & Co | 41,282 | $203.2 萬 | 0.04% | −1,558−3.6% | 減碼 |
| Quadrant Capital Group LLC | 41,268 | $203.1 萬 | 0.17% | +15,742+61.7% | 加碼 |
| Thoroughbred Financial Services, LLC | 41,265 | $203.1 萬 | 0.16% | +3,623+9.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 41,250 | $203.0 萬 | 0.38% | +4,038+10.9% | 加碼 |
| 3Chopt Investment Partners, LLC | 41,209 | $202.8 萬 | 0.75% | +3,119+8.2% | 加碼 |
| Schnieders Capital Management LLC | 41,084 | $202.2 萬 | 0.45% | −27,445−40.0% | 減碼 |
| Shayne & Co., LLC | 40,977 | $201.7 萬 | 0.63% | 00.0% | 不變 |
| Cohen Investment Advisors LLC | 40,880 | $201.2 萬 | 1.48% | −2,571−5.9% | 減碼 |
| Wealthspire Advisors, LLC | 40,810 | $200.9 萬 | 0.03% | +25,448+165.7% | 加碼 |
| Marks Group Wealth Management, Inc | 40,752 | $200.6 萬 | 0.23% | −4,147−9.2% | 減碼 |
| Capital International Sarl | 40,688 | $200.3 萬 | 0.08% | −1,666−3.9% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,404 | $198.9 萬 | 0.61% | −7,447−15.6% | 減碼 |
| Oppenheimer & Co Inc | 40,366 | $198.7 萬 | 0.04% | −1,658−3.9% | 減碼 |
| Geneos Wealth Management Inc. | 40,354 | $198.6 萬 | 0.10% | −14,950−27.0% | 減碼 |
| Hedges Asset Management LLC | 40,100 | $197.4 萬 | 1.54% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 39,802 | $195.9 萬 | 0.08% | −17,842−31.0% | 減碼 |
| Pallas Capital Advisors LLC | 39,502 | $194.4 萬 | 0.10% | +39,502 | 新進 |
| Oarsman Capital, Inc. | 39,289 | $193.4 萬 | 0.51% | +4,466+12.8% | 加碼 |
| Foster Group, Inc. | 47,146 | $192.6 萬 | 0.12% | 00.0% | 不變 |
| Cigna Investments Inc | 39,081 | $192.3 萬 | 0.40% | −259−0.7% | 減碼 |
| First National Advisers, LLC | 38,832 | $191.2 萬 | 0.55% | +14,289+58.2% | 加碼 |
| Iams Wealth Management, LLC | 38,831 | $191.1 萬 | 1.24% | −3,176−7.6% | 減碼 |
| Cunning Capital Partners, LP | 38,675 | $190.4 萬 | 1.19% | 00.0% | 不變 |
| Heartland Advisors Inc | 38,625 | $190.1 萬 | 0.10% | −2,657−6.4% | 減碼 |
| CAPROCK Group, Inc. | 38,451 | $189.3 萬 | 0.12% | +535+1.4% | 加碼 |
| Johnson Financial Group, Inc. | 38,342 | $188.7 萬 | 0.10% | +4,920+14.7% | 加碼 |
| Advisors Asset Management, Inc. | 38,297 | $188.5 萬 | 0.04% | +4,165+12.2% | 加碼 |
| Evercore Wealth Management, LLC | 37,976 | $186.9 萬 | 0.03% | −246−0.6% | 減碼 |
| Hyman Charles D | 37,900 | $186.5 萬 | 0.11% | −1,949−4.9% | 減碼 |
| Crestwood Advisors Group LLC | 37,756 | $185.8 萬 | 0.04% | −3,036−7.4% | 減碼 |
| Quantitative Investment Management, LLC | 37,727 | $185.6 萬 | 0.11% | +37,727 | 新進 |
| Triangle Securities Wealth Management | 37,552 | $184.8 萬 | 0.57% | −648−1.7% | 減碼 |
| Yarbrough Capital, LLC | 37,485 | $184.5 萬 | 0.10% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 37,451 | $184.4 萬 | 0.08% | −42,393−53.1% | 減碼 |
| Delap Wealth Advisory, LLC | 37,414 | $184.2 萬 | 0.83% | +19,064+103.9% | 加碼 |
| DFPG Investments, LLC | 37,658 | $183.3 萬 | 0.14% | −2,322−5.8% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,084 | $182.5 萬 | 0.33% | +440+1.2% | 加碼 |
| Stonegate Investment Group, LLC | 37,014 | $182.2 萬 | 0.06% | −1,753−4.5% | 減碼 |