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 |
|---|---|---|---|---|---|
| MidFirst Bank | 10,736 | $85.5 萬 | 0.07% | +72+0.7% | 加碼 |
| Flagstone Financial Management | 10,738 | $85.5 萬 | 0.21% | −1,108−9.4% | 減碼 |
| Zhang Financial LLC | 10,739 | $85.5 萬 | 0.03% | +8,247+330.9% | 加碼 |
| Pettyjohn, Wood & White, Inc | 10,744 | $85.5 萬 | 0.14% | −319−2.9% | 減碼 |
| Krilogy Financial LLC | 10,581 | $86.0 萬 | 0.03% | +838+8.6% | 加碼 |
| Wimmer Associates 1, LLC | 10,814 | $86.1 萬 | 0.42% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 10,819 | $86.1 萬 | 0.13% | +148+1.4% | 加碼 |
| Hilltop Holdings Inc. | 10,826 | $86.2 萬 | 0.08% | −10,435−49.1% | 減碼 |
| Family Legacy, Inc. | 10,837 | $86.3 萬 | 0.26% | 00.0% | 不變 |
| Aspen Investment Management Inc | 10,838 | $86.3 萬 | 0.26% | +100+0.9% | 加碼 |
| Pacific Center for Financial Services | 10,845 | $86.3 萬 | 0.22% | −830−7.1% | 減碼 |
| Element Wealth, LLC | 10,869 | $86.5 萬 | 0.36% | −232−2.1% | 減碼 |
| Bayban | 10,886 | $86.7 萬 | 0.75% | −100−0.9% | 減碼 |
| Gladius Capital Management LP | 10,906 | $86.8 萬 | 0.66% | +8,143+294.7% | 加碼 |
| Destination Wealth Management | 10,913 | $86.9 萬 | 0.02% | +6,202+131.6% | 加碼 |
| Signature Estate & Investment Advisors LLC | 10,934 | $87.0 萬 | 0.02% | +1,356+14.2% | 加碼 |
| Alliance Wealth Advisors, LLC | 10,936 | $87.1 萬 | 0.41% | +238+2.2% | 加碼 |
| Larry Mathis Financial Planning, LLC | 10,953 | $87.2 萬 | 0.78% | −246−2.2% | 減碼 |
| DMG Group, LLC | 10,966 | $87.3 萬 | 0.59% | −15−0.1% | 減碼 |
| Pointe Capital Management LLC | 10,967 | $87.3 萬 | 0.43% | −465−4.1% | 減碼 |
| Greatmark Investment Partners, Inc. | 11,003 | $87.6 萬 | 0.10% | −870−7.3% | 減碼 |
| West Michigan Advisors, LLC | 11,007 | $87.6 萬 | 0.19% | +2,972+37.0% | 加碼 |
| Clarendon Private LLC | 11,015 | $87.7 萬 | 0.67% | −1,812−14.1% | 減碼 |
| Wealthspan Partners, LLC | 11,024 | $87.8 萬 | 0.31% | −288−2.5% | 減碼 |
| StoneX Group Inc. | 11,040 | $87.9 萬 | 0.05% | −4,491−28.9% | 減碼 |
| Rockland Trust Co | 11,059 | $88.0 萬 | 0.04% | +37+0.3% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 11,095 | $88.3 萬 | 0.59% | +100+0.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 11,101 | $88.4 萬 | 0.00% | +139+1.3% | 加碼 |
| UMA Financial Services, Inc. | 11,106 | $88.4 萬 | 0.12% | +5,505+98.3% | 加碼 |
| Opinicus Capital, Inc. | 11,111 | $88.5 萬 | 0.62% | +391+3.6% | 加碼 |
| Hohimer Wealth Management, LLC | 11,122 | $88.5 萬 | 0.11% | +5,044+83.0% | 加碼 |
| Icon Wealth Advisors, LLC | 10,869 | $88.6 萬 | 0.06% | +2,776+34.3% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 11,128 | $88.6 萬 | 0.16% | +142+1.3% | 加碼 |
| BKD Wealth Advisors, LLC | 11,145 | $88.7 萬 | 0.02% | −1,100−9.0% | 減碼 |
| Private Management Group Inc | 11,150 | $88.8 萬 | 0.03% | 00.0% | 不變 |
| AIMZ Investment Advisors, LLC | 11,158 | $88.8 萬 | 0.27% | 00.0% | 不變 |
| Nilsine Partners, LLC | 11,028 | $88.8 萬 | 0.07% | −2,883−20.7% | 減碼 |
| Visionary Wealth Advisors | 11,171 | $88.9 萬 | 0.04% | −963−7.9% | 減碼 |
| Cromwell Holdings LLC | 11,171 | $88.9 萬 | 0.50% | 00.0% | 不變 |
| Keel Point, LLC | 11,172 | $88.9 萬 | 0.06% | −8,370−42.8% | 減碼 |
| Kentucky Trust Co | 11,175 | $89.0 萬 | 0.47% | 00.0% | 不變 |
| Lighthouse Financial Services Inc | 10,929 | $89.3 萬 | 0.20% | +875+8.7% | 加碼 |
| Buck Wealth Strategies, LLC | 11,222 | $89.3 萬 | 0.11% | +11,222 | 新進 |
| NBZ Investment Advisors LLC | 11,234 | $89.4 萬 | 0.39% | 00.0% | 不變 |
| Winebrenner Capital Management LLC | 11,283 | $89.8 萬 | 0.58% | 00.0% | 不變 |
| Whalen Wealth Management Inc. | 11,291 | $89.9 萬 | 0.48% | −2,566−18.5% | 減碼 |
| Pin Oak Investment Advisors Inc | 11,297 | $89.9 萬 | 0.64% | −15−0.1% | 減碼 |
| Wittenberg Investment Management, Inc. | 11,320 | $90.1 萬 | 0.33% | −100−0.9% | 減碼 |
| WealthPlan Investment Management, LLC | 11,321 | $90.1 萬 | 0.05% | −28−0.2% | 減碼 |
| AlTi Global, Inc. | 11,382 | $90.6 萬 | 0.02% | +1,587+16.2% | 加碼 |
| Farmers Trust Co | 11,396 | $90.7 萬 | 0.14% | −13−0.1% | 減碼 |
| Madison Asset Management, LLC | 11,411 | $90.8 萬 | 0.01% | −210−1.8% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 11,427 | $91.0 萬 | 0.23% | −8−0.1% | 減碼 |
| Mattson Financial Services, LLC | 11,468 | $91.3 萬 | 0.22% | +683+6.3% | 加碼 |
| Stokes Family Office, LLC | 11,469 | $91.3 萬 | 0.09% | −3,130−21.4% | 減碼 |
| Saxon Interests, Inc. | 11,469 | $91.3 萬 | 0.32% | +6,963+154.5% | 加碼 |
| Diversify Advisory Services, LLC | 11,229 | $91.5 萬 | 0.14% | −14,424−56.2% | 減碼 |
| Evansbrook LLC | 11,543 | $91.9 萬 | 0.61% | 00.0% | 不變 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 11,600 | $92.3 萬 | 0.04% | +800+7.4% | 加碼 |
| Landmark Wealth Management, LLC | 11,621 | $92.5 萬 | 0.25% | +11,621 | 新進 |
| LBMC Investment Advisors, LLC | 11,626 | $92.6 萬 | 0.06% | −101−0.9% | 減碼 |
| Perennial Investment Advisors, LLC | 11,630 | $92.6 萬 | 0.07% | −227−1.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 11,647 | $92.7 萬 | 0.10% | −733−5.9% | 減碼 |
| Scratch Capital LLC | 11,690 | $93.1 萬 | 0.53% | −2,206−15.9% | 減碼 |
| Sepio Capital, LP | 11,703 | $93.2 萬 | 0.05% | −10.0% | 減碼 |
| Cladis Investment Advisory, LLC | 11,727 | $93.4 萬 | 0.51% | −1,000−7.9% | 減碼 |
| Phillips Wealth Planners LLC | 12,705 | $93.5 萬 | 0.70% | +2,224+21.2% | 加碼 |
| Cambient Family Office, LLC | 11,754 | $93.6 萬 | 0.13% | +876+8.1% | 加碼 |
| HCR Wealth Advisors | 11,767 | $93.7 萬 | 0.10% | +75+0.6% | 加碼 |
| Moss Adams Wealth Advisors LLC | 11,778 | $93.8 萬 | 0.07% | −270−2.2% | 減碼 |
| Capital Performance Advisors LLP | 11,778 | $93.8 萬 | 0.06% | +713+6.4% | 加碼 |
| Marex Group plc | 11,794 | $93.9 萬 | 0.01% | +7,734+190.5% | 加碼 |
| Silver Oak Securities, Inc | 11,806 | $94.0 萬 | 0.07% | +996+9.2% | 加碼 |
| Intelligence Driven Advisers, LLC | 11,858 | $94.4 萬 | 0.16% | −1,532−11.4% | 減碼 |
| Washington Trust Co | 11,860 | $94.4 萬 | 0.03% | +1,271+12.0% | 加碼 |
| Avantax Planning Partners, Inc. | 11,895 | $94.7 萬 | 0.03% | +1,220+11.4% | 加碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 11,897 | $94.7 萬 | 0.75% | 00.0% | 不變 |
| BBR Partners, LLC | 11,899 | $94.7 萬 | 0.05% | −5,512−31.7% | 減碼 |
| RB Capital Management, LLC | 11,899 | $94.7 萬 | 0.20% | −1,028−8.0% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 11,900 | $94.7 萬 | 0.10% | +6,309+112.8% | 加碼 |
| Tudor Financial Inc. | 11,900 | $94.7 萬 | 0.48% | +252+2.2% | 加碼 |
| Bragg Financial Advisors, Inc | 11,929 | $95.0 萬 | 0.03% | −361−2.9% | 減碼 |
| Deltec Asset Management LLC | 12,000 | $95.5 萬 | 0.18% | +6,200+106.9% | 加碼 |
| Crawford Investment Counsel Inc | 12,001 | $95.5 萬 | 0.02% | −708−5.6% | 減碼 |
| Contravisory Investment Management, Inc. | 12,035 | $95.8 萬 | 0.20% | +4,064+51.0% | 加碼 |
| S.A. Mason LLC | 12,072 | $96.1 萬 | 0.36% | 00.0% | 不變 |
| Hardin Capital Partners, LLC | 12,090 | $96.2 萬 | 0.45% | +20.0% | 加碼 |
| Keudell/Morrison Wealth Management | 12,113 | $96.4 萬 | 0.20% | +886+7.9% | 加碼 |
| Core Alternative Capital | 12,195 | $97.1 萬 | 0.29% | +602+5.2% | 加碼 |
| Correct Capital Wealth Management | 12,197 | $97.1 萬 | 0.18% | +645+5.6% | 加碼 |
| Childress Capital Advisors, LLC | 12,233 | $97.4 萬 | 0.18% | −1,534−11.1% | 減碼 |
| Accredited Investors Inc. | 12,269 | $97.7 萬 | 0.05% | −4,488−26.8% | 減碼 |
| Prudent Man Advisors, LLC | 12,274 | $97.7 萬 | 0.29% | +4,022+48.7% | 加碼 |
| Northwest Wealth Management, LLC | 12,289 | $97.8 萬 | 0.15% | +186+1.5% | 加碼 |
| MCF Advisors LLC | 12,298 | $97.9 萬 | 0.04% | +3,004+32.3% | 加碼 |
| Syverson Strege & Co | 12,326 | $98.1 萬 | 0.24% | −8−0.1% | 減碼 |
| Howard Capital Management Inc. | 12,343 | $98.3 萬 | 0.02% | −12,198−49.7% | 減碼 |
| Greenspring Advisors, LLC | 12,363 | $98.4 萬 | 0.06% | −207−1.6% | 減碼 |
| Sompo Asset Management Co., Ltd. | 12,380 | $98.6 萬 | 0.18% | 00.0% | 不變 |
| Oslo Pensjonsforsikring AS | 12,386 | $98.6 萬 | 0.15% | +12,386 | 新進 |