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。
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
- 2,828
- 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 1,190 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 | 2,883 | $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 |
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 |
|---|---|---|---|---|---|
| Junk Investment Group, LLC | 2,701 | $21.5 萬 | 0.11% | +2,701 | 新進 |
| Instrumental Wealth, LLC | 2,704 | $21.5 萬 | 0.13% | −36−1.3% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 2,705 | $21.5 萬 | 0.03% | −5,035−65.1% | 減碼 |
| JPL Wealth Management, LLC | 2,708 | $21.6 萬 | 0.05% | +2,708 | 新進 |
| Rodgers Brothers Inc. | 2,711 | $21.6 萬 | 0.02% | +4+0.1% | 加碼 |
| Swan Global Investments, LLC | 2,712 | $21.6 萬 | 0.01% | +271+11.1% | 加碼 |
| JB Capital LLC | 2,716 | $21.6 萬 | 0.01% | −45−1.6% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 2,718 | $21.6 萬 | 0.02% | −75−2.7% | 減碼 |
| Patton Fund Management, Inc. | 2,719 | $21.6 萬 | 0.04% | +264+10.8% | 加碼 |
| Asset Allocation Strategies LLC | 2,721 | $21.7 萬 | 0.04% | +202+8.0% | 加碼 |
| Balboa Wealth Partners | 2,724 | $21.7 萬 | 0.04% | −87−3.1% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 2,740 | $21.8 萬 | 0.04% | +2,740 | 新進 |
| Skyline Advisors, Inc. | 2,742 | $21.8 萬 | 0.08% | −32−1.2% | 減碼 |
| Eagle Wealth Advisors LLC | 2,744 | $21.8 萬 | 0.20% | +6+0.2% | 加碼 |
| Quantum Private Wealth, LLC | 2,750 | $21.9 萬 | 0.07% | 00.0% | 不變 |
| West Paces Advisors Inc. | 2,751 | $21.9 萬 | 0.04% | +72+2.7% | 加碼 |
| LiftPoint Family Wealth Advisors LLC | 2,754 | $21.9 萬 | 0.18% | +83+3.1% | 加碼 |
| Elevated Financial Group LLC | 2,755 | $21.9 萬 | 0.07% | −3,009−52.2% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,755 | $21.9 萬 | 0.04% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 2,758 | $22.0 萬 | 0.03% | −56−2.0% | 減碼 |
| Beto Financial Group, LLC | 2,777 | $22.0 萬 | 0.13% | +3+0.1% | 加碼 |
| Curated Wealth Partners LLC | 2,767 | $22.0 萬 | 0.03% | −3,161−53.3% | 減碼 |
| Chancellor Financial Group WB LP | 2,771 | $22.1 萬 | 0.16% | 00.0% | 不變 |
| Elevation Advisory Partners LLC | 2,494 | $22.1 萬 | 0.21% | +2,494 | 新進 |
| Livet Wealth, LLC | 2,782 | $22.1 萬 | 0.14% | +61+2.2% | 加碼 |
| Cooper Capital Advisors LLC | 2,785 | $22.2 萬 | 0.16% | −1,082−28.0% | 減碼 |
| Hickory Point Bank & Trust | 2,800 | $22.3 萬 | 0.15% | −100−3.4% | 減碼 |
| Willis Investment Counsel | 2,800 | $22.3 萬 | 0.01% | 00.0% | 不變 |
| Tounjian Advisory Partners, LLC | 2,804 | $22.3 萬 | 0.08% | −344−10.9% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 2,808 | $22.4 萬 | 0.09% | 00.0% | 不變 |
| First Financial Group Corp | 2,809 | $22.4 萬 | 0.18% | −243−8.0% | 減碼 |
| Aletheian Wealth Advisors LLC | 2,810 | $22.4 萬 | 0.11% | +2,810 | 新進 |
| Winch Advisory Services, LLC | 2,811 | $22.4 萬 | 0.05% | +14+0.5% | 加碼 |
| Focused Alpha, LLC | 2,812 | $22.4 萬 | 0.07% | −26,783−90.5% | 減碼 |
| W Advisors, LLC | 2,813 | $22.4 萬 | 0.11% | +2,813 | 新進 |
| Symmetry Partners, LLC | 2,835 | $22.6 萬 | 0.01% | −39−1.4% | 減碼 |
| NewSquare Capital LLC | 2,841 | $22.6 萬 | 0.02% | −36−1.3% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 2,846 | $22.7 萬 | 0.02% | −52,770−94.9% | 減碼 |
| Blodgett Wealth Advisors, LLC | 2,846 | $22.7 萬 | 0.18% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 2,847 | $22.7 萬 | 0.00% | +2,847 | 新進 |
| Muirfield Wealth Advisors LLC | 2,848 | $22.7 萬 | 0.17% | −118−4.0% | 減碼 |
| WBI Investments | 2,856 | $22.7 萬 | 0.06% | −16−0.6% | 減碼 |
| Millington Securities, LLC | 2,856 | $22.7 萬 | 0.06% | +2,856 | 新進 |
| Northwest Bancshares, Inc. | 2,864 | $22.8 萬 | 0.05% | 00.0% | 不變 |
| Gratus Wealth Advisors, LLC | 2,864 | $22.8 萬 | 0.03% | −1,831−39.0% | 減碼 |
| Orion Capital Management LLC | 2,865 | $22.8 萬 | 0.08% | −10.0% | 減碼 |
| KWMG, LLC | 2,874 | $22.9 萬 | 0.02% | −28−1.0% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 2,875 | $22.9 萬 | 0.05% | −91−3.1% | 減碼 |
| Investment Partners, Ltd. | 2,881 | $22.9 萬 | 0.08% | +8+0.3% | 加碼 |
| Kestra Investment Management, LLC | 2,882 | $22.9 萬 | 0.00% | +2,882 | 新進 |
| Leelyn Smith, LLC | 2,890 | $23.0 萬 | 0.03% | −160−5.2% | 減碼 |
| Eurizon SLJ Capital Ltd | 2,891 | $23.0 萬 | 0.11% | −4,410−60.4% | 減碼 |
| Independent Wealth Network Inc. | 2,892 | $23.0 萬 | 0.07% | +34+1.2% | 加碼 |
| Thompson Davis & Co., Inc. | 2,892 | $23.0 萬 | 0.15% | −66−2.2% | 減碼 |
| AMG Asset Management Group, Inc. | 2,895 | $23.0 萬 | 0.18% | +2,895 | 新進 |
| Bangor Savings Bank | 2,898 | $23.1 萬 | 0.02% | −322−10.0% | 減碼 |
| BNP Paribas | 2,901 | $23.1 萬 | 0.01% | −15,495−84.2% | 減碼 |
| Ames National Corp | 3,000 | $23.2 萬 | 0.14% | −8,000−72.7% | 減碼 |
| Clear Wave Wealth Management LLC | 2,909 | $23.2 萬 | 0.06% | +2,909 | 新進 |
| GSG Advisors LLC | 2,912 | $23.2 萬 | 0.06% | −102−3.4% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 2,922 | $23.3 萬 | 0.02% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 2,922 | $23.3 萬 | 0.02% | +2,922 | 新進 |
| Hengehold Capital Management LLC | 2,926 | $23.3 萬 | 0.02% | +2+0.1% | 加碼 |
| Davis Investment Partners, LLC | 2,937 | $23.4 萬 | 0.08% | 00.0% | 不變 |
| Elk River Wealth Management, LLC | 2,938 | $23.4 萬 | 0.04% | +138+4.9% | 加碼 |
| Uptown Financial Advisors LLC | 2,940 | $23.4 萬 | 0.19% | 00.0% | 不變 |
| Flaharty Asset Management, LLC | 2,961 | $23.6 萬 | 0.03% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 2,961 | $23.6 萬 | 0.01% | −1,036−25.9% | 減碼 |
| von Borstel & Associates, Inc. | 2,973 | $23.6 萬 | 0.05% | +23+0.8% | 加碼 |
| NTV Asset Management LLC | 2,977 | $23.7 萬 | 0.03% | −350−10.5% | 減碼 |
| Braun-Bostich & Associates Inc. | 2,983 | $23.7 萬 | 0.15% | +296+11.0% | 加碼 |
| Ironwood Financial, llc | 2,984 | $23.8 萬 | 0.04% | +12+0.4% | 加碼 |
| McLean Asset Management Corp | 2,991 | $23.8 萬 | 0.04% | −91−3.0% | 減碼 |
| Canvas Wealth Advisors, LLC | 2,994 | $23.8 萬 | 0.04% | −96−3.1% | 減碼 |
| Two Sigma Securities, LLC | 2,997 | $23.9 萬 | 0.03% | −17,583−85.4% | 減碼 |
| Atwood & Palmer Inc | 2,998 | $23.9 萬 | 0.01% | −158−5.0% | 減碼 |
| Torray LLC | 3,000 | $23.9 萬 | 0.04% | 00.0% | 不變 |
| Spirit of America Management Corp | 3,000 | $23.9 萬 | 0.05% | 00.0% | 不變 |
| Avalon Trust Co | 3,000 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Constitution Capital LLC | 3,000 | $23.9 萬 | 0.12% | 00.0% | 不變 |
| Hourglass Capital, LLC | 3,000 | $23.9 萬 | 0.05% | +3,000 | 新進 |
| Panoramic Capital Partners, LLC | 3,006 | $23.9 萬 | 0.15% | −25−0.8% | 減碼 |
| United Bank | 3,010 | $24.0 萬 | 0.08% | −16−0.5% | 減碼 |
| Apriem Advisors | 3,015 | $24.0 萬 | 0.02% | 00.0% | 不變 |
| Cannon Advisors, Inc. | 3,017 | $24.0 萬 | 0.18% | +286+10.5% | 加碼 |
| Altar Rock LLC | 3,026 | $24.1 萬 | 0.28% | −2−0.1% | 減碼 |
| Powell Investment Advisors, LLC | 3,026 | $24.1 萬 | 0.08% | +209+7.4% | 加碼 |
| 4WEALTH Advisors, Inc. | 3,140 | $24.1 萬 | 0.21% | 00.0% | 不變 |
| Omnitrust Wealth Management, Inc | 3,035 | $24.2 萬 | 0.31% | −73−2.3% | 減碼 |
| Eagle Bay Advisors LLC | 3,035 | $24.2 萬 | 0.21% | +544+21.8% | 加碼 |
| Bank of Hawaii | 3,045 | $24.2 萬 | 0.01% | +26+0.9% | 加碼 |
| Sovereign Financial Group, Inc. | 3,051 | $24.3 萬 | 0.04% | +57+1.9% | 加碼 |
| RDA Financial Network | 3,061 | $24.4 萬 | 0.06% | −413−11.9% | 減碼 |
| Northern Capital Management, Inc. | 3,084 | $24.6 萬 | 0.12% | 00.0% | 不變 |
| Blalock Williams, LLC | 3,089 | $24.6 萬 | 0.19% | −488−13.6% | 減碼 |
| Aviso Financial Inc. | 3,089 | $24.6 萬 | 0.01% | +2,657+615.0% | 加碼 |
| Abound Financial, LLC | 3,090 | $24.6 萬 | 0.11% | +2,843+1,151.0% | 加碼 |
| Ellevest, Inc. | 3,092 | $24.6 萬 | 0.03% | 00.0% | 不變 |
| International Private Wealth Advisors LLC | 3,101 | $24.7 萬 | 0.15% | +36+1.2% | 加碼 |
| Advisory Resource Group | 3,103 | $24.7 萬 | 0.04% | +95+3.2% | 加碼 |