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
- 2,153
- 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 36,776 | $181.0 萬 | 0.07% | +20,705+128.8% | 加碼 |
| Azimuth Capital Investment Management LLC | 36,758 | $180.9 萬 | 0.08% | +197+0.5% | 加碼 |
| Retirement Planning Co of New England, Inc. | 36,722 | $180.7 萬 | 0.81% | +618+1.7% | 加碼 |
| One Capital Management, LLC | 36,268 | $178.5 萬 | 0.07% | +228+0.6% | 加碼 |
| Keystone Wealth Services, LLC | 36,185 | $178.1 萬 | 0.61% | +2,131+6.3% | 加碼 |
| Avestar Capital, LLC | 36,159 | $178.0 萬 | 0.22% | +1,362+3.9% | 加碼 |
| Venture Visionary Partners LLC | 35,691 | $175.7 萬 | 0.09% | +3,970+12.5% | 加碼 |
| Brighton Jones LLC | 35,672 | $175.6 萬 | 0.07% | +1,863+5.5% | 加碼 |
| Brevan Howard Capital Management LP | 35,435 | $174.4 萬 | 0.18% | +35,435 | 新進 |
| We Are One Seven, LLC | 35,427 | $174.4 萬 | 0.10% | +1,562+4.6% | 加碼 |
| Marotta Asset Management | 35,181 | $173.2 萬 | 0.37% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 16,981 | $172.6 萬 | 2.05% | +2,957+21.1% | 加碼 |
| Peak Asset Management, LLC | 34,879 | $171.7 萬 | 0.38% | −430−1.2% | 減碼 |
| Moody National Bank Trust Division | 34,819 | $171.4 萬 | 0.13% | −39,102−52.9% | 減碼 |
| Alpha Cubed Investments, LLC | 34,742 | $171.0 萬 | 0.10% | −3,900−10.1% | 減碼 |
| Auxier Asset Management | 34,702 | $170.8 萬 | 0.28% | −2,775−7.4% | 減碼 |
| American Money Management, LLC | 34,626 | $170.4 萬 | 0.38% | −1,215−3.4% | 減碼 |
| Carret Asset Management, LLC | 34,272 | $168.7 萬 | 0.21% | −33−0.1% | 減碼 |
| Country Club Bank | 34,026 | $168.4 萬 | 0.13% | −297−0.9% | 減碼 |
| HF Advisory Group, LLC | 34,093 | $167.8 萬 | 1.07% | +1,417+4.3% | 加碼 |
| Miller Investment Management, LP | 34,082 | $167.8 萬 | 0.24% | −4,100−10.7% | 減碼 |
| Equitable Holdings, Inc. | 34,034 | $167.5 萬 | 0.02% | −8,469−19.9% | 減碼 |
| Lummis Asset Management, LP | 34,009 | $167.4 萬 | 1.28% | +34,009 | 新進 |
| Cove Street Capital, LLC | 34,000 | $167.3 萬 | 0.51% | −1,500−4.2% | 減碼 |
| Ballentine Partners, LLC | 33,950 | $167.1 萬 | 0.03% | +12,665+59.5% | 加碼 |
| Bennett Selby Investments LP | 33,851 | $166.6 萬 | 0.85% | −309−0.9% | 減碼 |
| Fiduciary Family Office, LLC | 33,398 | $164.4 萬 | 0.72% | +33,398 | 新進 |
| Continuum Advisory, LLC | 33,370 | $164.3 萬 | 0.23% | +516+1.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 33,145 | $163.1 萬 | 0.26% | −71−0.2% | 減碼 |
| SYSTM Wealth Solutions LLC | 32,651 | $160.7 萬 | 0.22% | −1,617−4.7% | 減碼 |
| Fox Run Management, L.L.C. | 32,626 | $160.6 萬 | 0.41% | +32,626 | 新進 |
| Ethic Inc. | 32,607 | $160.5 萬 | 0.05% | +11,486+54.4% | 加碼 |
| Northwest Capital Management Inc | 32,597 | $160.4 萬 | 0.54% | −541−1.6% | 減碼 |
| Cullinan Associates Inc | 32,445 | $159.7 萬 | 0.09% | +16,000+97.3% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 32,353 | $159.2 萬 | 0.31% | −573−1.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 31,824 | $158.9 萬 | 0.20% | +2,050+6.9% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $158.5 萬 | 0.55% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 32,182 | $158.4 萬 | 0.10% | +4,164+14.9% | 加碼 |
| Applied Capital LLC | 32,102 | $158.0 萬 | 1.45% | −294−0.9% | 減碼 |
| Duff & Phelps Investment Management Co | 32,096 | $158.0 萬 | 0.02% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 32,090 | $157.9 萬 | 0.07% | +32,090 | 新進 |
| AF Advisors, Inc. | 32,040 | $157.7 萬 | 0.37% | 00.0% | 不變 |
| Carlson Capital Management | 32,037 | $157.7 萬 | 0.08% | −1,396−4.2% | 減碼 |
| Wesbanco Bank Inc | 32,005 | $157.5 萬 | 0.09% | −10,871−25.4% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 31,920 | $157.1 萬 | 0.85% | −621−1.9% | 減碼 |
| Vident Advisory, LLC | 31,876 | $156.9 萬 | 0.04% | +2,219+7.5% | 加碼 |
| Smith Shellnut Wilson LLC | 31,856 | $156.8 萬 | 0.90% | 00.0% | 不變 |
| Silvant Capital Management LLC | 31,820 | $156.6 萬 | 0.08% | −4,482−12.3% | 減碼 |
| Coldstream Capital Management Inc | 31,799 | $156.5 萬 | 0.04% | −215−0.7% | 減碼 |
| Granite Investment Partners, LLC | 31,587 | $155.5 萬 | 0.06% | 00.0% | 不變 |
| Greenwood Capital Associates LLC | 31,455 | $154.8 萬 | 0.20% | +84+0.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 31,290 | $154.0 萬 | 0.09% | +349+1.1% | 加碼 |
| Conning Inc. | 31,211 | $153.6 萬 | 0.05% | −85−0.3% | 減碼 |
| Grimes & Company, Inc. | 31,150 | $153.3 萬 | 0.05% | +3,072+10.9% | 加碼 |
| Mystic Asset Management, Inc. | 31,147 | $153.3 萬 | 0.73% | −407−1.3% | 減碼 |
| Centiva Capital, LP | 31,105 | $153.1 萬 | 0.10% | −80,572−72.1% | 減碼 |
| Massachusetts Wealth Management | 31,027 | $152.7 萬 | 1.23% | −1,083−3.4% | 減碼 |
| Schechter Investment Advisors, LLC | 30,980 | $152.5 萬 | 0.13% | −627−2.0% | 減碼 |
| Vista Investment Management | 30,933 | $152.3 萬 | 0.71% | −68−0.2% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 30,911 | $152.1 萬 | 0.03% | −99−0.3% | 減碼 |
| Founders Financial Securities LLC | 30,723 | $151.2 萬 | 0.17% | −215−0.7% | 減碼 |
| Jarislowsky, Fraser Ltd | 30,630 | $150.8 萬 | 0.01% | −2,051−6.3% | 減碼 |
| Quest Partners LLC | 30,497 | $150.1 萬 | 0.32% | +30,497 | 新進 |
| Voya Financial Advisors, Inc. | 30,248 | $149.7 萬 | 0.18% | +3,785+14.3% | 加碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $149.6 萬 | 0.10% | 00.0% | 不變 |
| Chiron Capital Management, LLC | 30,125 | $148.3 萬 | 1.29% | −9,191−23.4% | 減碼 |
| Foundations Investment Advisors, LLC | 30,407 | $148.2 萬 | 0.04% | −24,421−44.5% | 減碼 |
| NVWM, LLC | 30,018 | $147.8 萬 | 0.44% | −196−0.6% | 減碼 |
| Scott & Selber, Inc. | 29,999 | $147.7 萬 | 0.55% | −333−1.1% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 30,004 | $147.7 萬 | 0.09% | −1,619−5.1% | 減碼 |
| Stieven Capital Advisors, L.P. | 30,000 | $147.7 萬 | 0.32% | +30,000 | 新進 |
| Diversified Trust Co | 29,997 | $147.6 萬 | 0.05% | +1,066+3.7% | 加碼 |
| Parallel Advisors, LLC | 29,934 | $147.3 萬 | 0.04% | −7,072−19.1% | 減碼 |
| Fort Sheridan Advisors LLC | 29,785 | $146.6 萬 | 0.29% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 29,633 | $145.9 萬 | 0.50% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 29,597 | $145.7 萬 | 0.12% | +418+1.4% | 加碼 |
| Sterneck Capital Management, LLC | 29,593 | $145.7 萬 | 0.93% | −625−2.1% | 減碼 |
| Shelton Wealth Management, LLC | 29,544 | $145.4 萬 | 1.03% | +29+0.1% | 加碼 |
| Ostrum Asset Management | 29,180 | $143.6 萬 | 0.12% | +4,160+16.6% | 加碼 |
| Resources Management Corp | 29,175 | $143.6 萬 | 0.21% | −825−2.8% | 減碼 |
| Sigma Planning Corp | 29,133 | $143.4 萬 | 0.11% | −39,167−57.3% | 減碼 |
| Tradition Wealth Management, LLC | 28,929 | $142.4 萬 | 0.15% | −2,063−6.7% | 減碼 |
| Walter & Keenan Financial Consulting Co | 28,823 | $141.9 萬 | 0.51% | −2,954−9.3% | 減碼 |
| Evergreen Capital Management LLC | 28,798 | $141.7 萬 | 0.06% | +5,863+25.6% | 加碼 |
| Ancora Advisors, LLC | 28,746 | $141.5 萬 | 0.03% | −7,305−20.3% | 減碼 |
| DeepCurrents Investment Group LLC | 28,491 | $140.2 萬 | 0.05% | −31,922−52.8% | 減碼 |
| Hoylecohen, LLC | 28,469 | $140.1 萬 | 0.11% | +1,569+5.8% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 28,217 | $138.9 萬 | 0.14% | −8,720−23.6% | 減碼 |
| Integrated Advisors Network LLC | 28,171 | $138.7 萬 | 0.08% | +1,637+6.2% | 加碼 |
| N.E.W. Advisory Services LLC | 28,075 | $138.2 萬 | 0.17% | +135+0.5% | 加碼 |
| Everett Harris & Co | 27,939 | $137.5 萬 | 0.02% | −1,078−3.7% | 減碼 |
| National Philanthropic Trust | 27,926 | $137.5 萬 | 0.04% | +27,926 | 新進 |
| Chemistry Wealth Management LLC | 27,824 | $136.9 萬 | 0.41% | −285−1.0% | 減碼 |
| Pacifica Partners Inc. | 30,718 | $136.7 萬 | 0.67% | +19,010+162.4% | 加碼 |
| Jeppson Wealth Management, LLC | 27,717 | $136.4 萬 | 0.56% | −347−1.2% | 減碼 |
| Marco Investment Management LLC | 27,701 | $136.3 萬 | 0.14% | −732−2.6% | 減碼 |
| Eos Management, L.P. | 27,500 | $135.4 萬 | 0.60% | 00.0% | 不變 |
| David Loasby | 26,982 | $134.7 萬 | 0.14% | −72,658−72.9% | 減碼 |
| Baker Avenue Asset Management, LP | 27,132 | $133.5 萬 | 0.06% | −1,798−6.2% | 減碼 |
| Northside Capital Management, LLC | 27,127 | $133.5 萬 | 0.42% | 00.0% | 不變 |