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 2,882 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。
2026 年第 1 季 13F 持有人
Wells Fargo & Company 在 2026/3/31 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
- 2,827
- 較 2025 年第 4 季 −37 家
- 持有股數
- 23.2 億
- 較 2025 年第 4 季 +2.63 億 (+12.8%)
- 總市值
- $1,840 億
- 較 2025 年第 4 季 −$71.1 億 (−3.7%)
- 新進機構
- 183
- 另有 1,052 家加碼
- 清倉機構
- 220
- 另有 1,189 家減碼
另有 46 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
2026 年第 1 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Pacific Financial | 7,748 | $61.7 萬 | 0.08% | +552+7.7% | 加碼 |
| ZEGA Investments, LLC | 7,763 | $61.8 萬 | 0.12% | −6−0.1% | 減碼 |
| SageView Advisory Group, LLC | 7,798 | $62.1 萬 | 0.02% | −5,381−40.8% | 減碼 |
| First Western Trust Bank | 7,803 | $62.1 萬 | 0.03% | −5−0.1% | 減碼 |
| Elevate Wealth Advisory, Inc | 7,808 | $62.2 萬 | 0.39% | +33+0.4% | 加碼 |
| Altfest L J & Co Inc | 7,819 | $62.3 萬 | 0.07% | −2,474−24.0% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 7,822 | $62.3 萬 | 0.19% | −1,046−11.8% | 減碼 |
| Facet Wealth, Inc. | 7,837 | $62.4 萬 | 0.01% | −328−4.0% | 減碼 |
| Annex Advisory Services, LLC | 7,884 | $62.8 萬 | 0.01% | +470+6.3% | 加碼 |
| FourThought Financial Partners, LLC | 7,895 | $62.9 萬 | 0.05% | −630−7.4% | 減碼 |
| Claro Advisors LLC | 7,897 | $62.9 萬 | 0.08% | +87+1.1% | 加碼 |
| Kagan Cocozza Asset Management | 7,918 | $63.0 萬 | 0.44% | −290−3.5% | 減碼 |
| Plan A Wealth LLC | 7,932 | $63.1 萬 | 0.30% | −79−1.0% | 減碼 |
| Wood Tarver Financial Group, LLC | 7,971 | $63.4 萬 | 0.18% | +217+2.8% | 加碼 |
| Elyxium Wealth, LLC | 7,982 | $63.5 萬 | 0.20% | +295+3.8% | 加碼 |
| Sawgrass Asset Management LLC | 7,991 | $63.6 萬 | 0.10% | +421+5.6% | 加碼 |
| Oak Grove Capital LLC | 8,000 | $63.7 萬 | 0.11% | −1,493−15.7% | 減碼 |
| Parkside Investments, LLC | 8,000 | $63.7 萬 | 0.08% | 00.0% | 不變 |
| STAR Financial Bank | 8,007 | $63.7 萬 | 0.30% | +3,468+76.4% | 加碼 |
| Old West Investment Management, LLC | 8,037 | $64.0 萬 | 0.07% | 00.0% | 不變 |
| First Foundation Advisors | 8,053 | $64.1 萬 | 0.03% | +504+6.7% | 加碼 |
| CFO4Life Group, LLC | 8,070 | $64.2 萬 | 0.10% | +873+12.1% | 加碼 |
| WSFS Capital Management, LLC | 8,157 | $64.9 萬 | 0.03% | +2,695+49.3% | 加碼 |
| Wealth Architects, LLC | 8,163 | $65.0 萬 | 0.06% | −92−1.1% | 減碼 |
| Sunflower Bank, N.A. | 8,185 | $65.2 萬 | 0.17% | −85−1.0% | 減碼 |
| Bouchey Financial Group Ltd | 7,576 | $65.2 萬 | 0.05% | −16−0.2% | 減碼 |
| MSH Capital Advisors LLC | 8,194 | $65.2 萬 | 0.14% | +713+9.5% | 加碼 |
| Global Trust Wealth Management LLC | 8,220 | $65.4 萬 | 0.49% | −316−3.7% | 減碼 |
| Legacy Financial Group LLC | 8,226 | $65.5 萬 | 0.08% | +7+0.1% | 加碼 |
| Twinbeech Capital LP | 8,262 | $65.8 萬 | 0.07% | +8,262 | 新進 |
| Cornerstone Advisory, LLC | 8,266 | $65.8 萬 | 0.06% | +502+6.5% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,272 | $65.9 萬 | 0.18% | −498−5.7% | 減碼 |
| Zions Bancorporation, National Association | 8,300 | $66.1 萬 | 0.04% | −5,159−38.3% | 減碼 |
| JNBA Financial Advisors | 8,314 | $66.2 萬 | 0.06% | −102−1.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 8,464 | $66.3 萬 | 0.01% | −492−5.5% | 減碼 |
| Eagle Global Advisors LLC | 8,328 | $66.3 萬 | 0.02% | +50+0.6% | 加碼 |
| Sterling Capital Management LLC | 8,330 | $66.3 萬 | 0.01% | −78,496−90.4% | 減碼 |
| Howard Bailey Securities, LLC | 8,333 | $66.3 萬 | 0.27% | −163−1.9% | 減碼 |
| Stonebridge Financial Group, LLC | 8,340 | $66.4 萬 | 0.56% | +19+0.2% | 加碼 |
| McAdam, LLC | 8,356 | $66.5 萬 | 0.03% | −799−8.7% | 減碼 |
| Tarbox Family Office, Inc. | 8,371 | $66.6 萬 | 0.11% | −1,135−11.9% | 減碼 |
| Fermata Advisors, LLC | 8,396 | $66.8 萬 | 0.15% | +279+3.4% | 加碼 |
| Cutler Investment Counsel LLC | 8,417 | $67.0 萬 | 0.07% | +58+0.7% | 加碼 |
| Credit Industriel Et Commercial | 8,425 | $67.1 萬 | 0.11% | +3,265+63.3% | 加碼 |
| Advisors Management Group Inc | 8,434 | $67.1 萬 | 0.12% | +29+0.3% | 加碼 |
| Ashton Thomas Securities, LLC | 8,434 | $67.1 萬 | 0.08% | +3,966+88.8% | 加碼 |
| Coastal Bridge Advisors, LLC | 8,458 | $67.3 萬 | 0.05% | +300+3.7% | 加碼 |
| Wellspring Financial Advisors, LLC | 8,467 | $67.4 萬 | 0.05% | −239−2.7% | 減碼 |
| Bedel Financial Consulting, Inc. | 8,472 | $67.4 萬 | 0.08% | −261−3.0% | 減碼 |
| Black Maple Capital Management LP | 8,500 | $67.7 萬 | 0.52% | +8,500 | 新進 |
| Everest Financial Group LLC | 8,504 | $67.7 萬 | 0.11% | +4,959+139.9% | 加碼 |
| Bingham Private Wealth, LLC | 8,509 | $67.7 萬 | 0.54% | +1,388+19.5% | 加碼 |
| Vermillion Wealth Management, Inc. | 8,521 | $67.8 萬 | 0.27% | +38+0.4% | 加碼 |
| Pines Wealth Management, LLC | 8,524 | $67.9 萬 | 0.22% | +812+10.5% | 加碼 |
| Advisortrust Partners, LLC | 8,560 | $68.1 萬 | 0.28% | −1,970−18.7% | 減碼 |
| Spirepoint Private Client, LLC | 8,593 | $68.4 萬 | 0.07% | +858+11.1% | 加碼 |
| Lauterbach Financial Advisors, LLC | 8,595 | $68.4 萬 | 0.33% | +46+0.5% | 加碼 |
| Axiom Investment Management LLC | 8,626 | $68.7 萬 | 0.52% | +8,626 | 新進 |
| Hudock, Inc. | 8,629 | $68.7 萬 | 0.10% | +10.0% | 加碼 |
| Natural Investments, LLC | 8,650 | $68.8 萬 | 0.17% | +8,650 | 新進 |
| Novare Capital Management LLC | 8,644 | $68.8 萬 | 0.05% | +2,170+33.5% | 加碼 |
| Regatta Capital Group, LLC | 8,648 | $68.8 萬 | 0.10% | −490−5.4% | 減碼 |
| Dakota Wealth Management | 8,668 | $69.0 萬 | 0.01% | −34−0.4% | 減碼 |
| Manchester Capital Management LLC | 8,672 | $69.0 萬 | 0.10% | +244+2.9% | 加碼 |
| Cim Investment Mangement Inc | 8,678 | $69.1 萬 | 0.18% | −42−0.5% | 減碼 |
| Old North State Trust, LLC | 8,691 | $69.2 萬 | 0.41% | −258−2.9% | 減碼 |
| Brio Consultants, LLC | 8,663 | $69.2 萬 | 0.08% | +4,540+110.1% | 加碼 |
| Onefund, LLC | 8,624 | $69.5 萬 | 0.45% | −1,365−13.7% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 9,690 | $69.6 萬 | 0.23% | +9,690 | 新進 |
| Blueshift Asset Management, LLC | 8,739 | $69.6 萬 | 0.21% | +8,739 | 新進 |
| Financial Insights, Inc. | 8,755 | $69.7 萬 | 0.23% | −223−2.5% | 減碼 |
| Boston Private Wealth LLC | 8,758 | $69.7 萬 | 0.05% | −1,533−14.9% | 減碼 |
| Guardian Wealth Advisors, LLC | 8,759 | $69.7 萬 | 0.04% | −549−5.9% | 減碼 |
| Sheets Smith Wealth Management | 8,759 | $69.7 萬 | 0.08% | +98+1.1% | 加碼 |
| SmartHarvest Portfolios, LLC | 8,786 | $69.9 萬 | 0.29% | −2,091−19.2% | 減碼 |
| Cumberland Advisors Inc | 8,800 | $70.1 萬 | 0.27% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 8,806 | $70.1 萬 | 0.45% | −1,145−11.5% | 減碼 |
| Baron Wealth Management LLC | 8,834 | $70.3 萬 | 0.21% | −1,132−11.4% | 減碼 |
| Stockman Wealth Management, Inc. | 8,836 | $70.3 萬 | 0.08% | +2,083+30.8% | 加碼 |
| Capital Advantage, Inc. | 8,856 | $70.5 萬 | 0.09% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 8,654 | $70.6 萬 | 0.05% | −227−2.6% | 減碼 |
| Field & Main Bank | 8,867 | $70.6 萬 | 0.21% | −100−1.1% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $70.6 萬 | 0.21% | −1,160−11.6% | 減碼 |
| Valmark Advisers, Inc. | 8,884 | $70.7 萬 | 0.01% | −891−9.1% | 減碼 |
| Tower Trust & Investment Co | 8,908 | $70.9 萬 | 0.47% | 00.0% | 不變 |
| North Forty Two & Co. | 8,908 | $70.9 萬 | 0.66% | −400−4.3% | 減碼 |
| Evermay Wealth Management LLC | 8,908 | $70.9 萬 | 0.08% | −157−1.7% | 減碼 |
| RD Lewis Holdings, Inc. | 8,255 | $71.0 萬 | 0.62% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 8,938 | $71.2 萬 | 0.05% | +586+7.0% | 加碼 |
| Patten & Patten Inc | 8,966 | $71.4 萬 | 0.04% | 00.0% | 不變 |
| Advisor OS, LLC | 9,001 | $71.7 萬 | 0.05% | +1,025+12.9% | 加碼 |
| SGL Investment Advisors, Inc. | 9,754 | $71.8 萬 | 0.27% | +290+3.1% | 加碼 |
| Optas, LLC | 9,063 | $72.2 萬 | 0.11% | −207−2.2% | 減碼 |
| AlphaGrep UK Ltd | 9,069 | $72.2 萬 | 0.21% | +9,069 | 新進 |
| Monument Capital Management | 9,087 | $72.3 萬 | 0.18% | −91−1.0% | 減碼 |
| Quadcap Wealth Management, LLC | 9,112 | $72.5 萬 | 0.08% | −235−2.5% | 減碼 |
| XML Financial, LLC | 9,116 | $72.6 萬 | 0.06% | +246+2.8% | 加碼 |
| First American Trust, FSB | 9,120 | $72.6 萬 | 0.05% | −15,211−62.5% | 減碼 |
| Cape Investment Advisory, Inc. | 9,145 | $72.8 萬 | 0.24% | +188+2.1% | 加碼 |
| Jacobs & Co | 9,162 | $72.9 萬 | 0.07% | 00.0% | 不變 |