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
- 2,827
- 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3,514 | $28.0 萬 | 0.03% | +112+3.3% | 加碼 |
| BSW Wealth Partners | 3,523 | $28.0 萬 | 0.03% | +62+1.8% | 加碼 |
| BetterWealth, LLC | 3,526 | $28.1 萬 | 0.06% | +21+0.6% | 加碼 |
| Retirement Planning Group | 3,527 | $28.1 萬 | 0.01% | +242+7.4% | 加碼 |
| Boston Family Office LLC | 3,548 | $28.2 萬 | 0.02% | +125+3.7% | 加碼 |
| Wedgewood Investors Inc | 3,543 | $28.2 萬 | 0.32% | 00.0% | 不變 |
| Crewe Advisors LLC | 3,558 | $28.3 萬 | 0.02% | +143+4.2% | 加碼 |
| Stonebridge Financial Group, LLC | 3,560 | $28.3 萬 | 0.02% | +1,149+47.7% | 加碼 |
| Emergent Wealth Advisors, LLC | 3,564 | $28.4 萬 | 0.17% | +353+11.0% | 加碼 |
| Jefferies Financial Group Inc. | 3,577 | $28.5 萬 | 0.00% | −47,051−92.9% | 減碼 |
| Cherry Tree Wealth Management, LLC | 3,579 | $28.5 萬 | 0.06% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 3,580 | $28.5 萬 | 0.15% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 3,569 | $28.6 萬 | 0.02% | +516+16.9% | 加碼 |
| Ayrshire Capital Management LLC | 3,600 | $28.7 萬 | 0.15% | −1,593−30.7% | 減碼 |
| Trust Co of Virginia | 3,601 | $28.7 萬 | 0.02% | −675−15.8% | 減碼 |
| Verity & Verity, LLC | 3,605 | $28.7 萬 | 0.02% | 00.0% | 不變 |
| HC Advisors, LLC | 3,611 | $28.8 萬 | 0.19% | +326+9.9% | 加碼 |
| Sandy Cove Advisors, LLC | 3,616 | $28.8 萬 | 0.09% | +53+1.5% | 加碼 |
| Financial Connections Group, Inc. | 3,624 | $28.8 萬 | 0.10% | 00.0% | 不變 |
| Cascades Capital Asset Management, LLC | 3,625 | $28.9 萬 | 0.12% | −2,251−38.3% | 減碼 |
| Nolet Wealth Management, LLC | 3,626 | $28.9 萬 | 0.16% | −71−1.9% | 減碼 |
| Motive Wealth Advisors | 3,629 | $28.9 萬 | 0.14% | −40−1.1% | 減碼 |
| Clear Creek Financial Management, LLC | 3,635 | $28.9 萬 | 0.02% | +156+4.5% | 加碼 |
| Asset Dedication, LLC | 3,637 | $29.0 萬 | 0.02% | −748−17.1% | 減碼 |
| Lifelong Wealth Advisors, Inc. | 3,647 | $29.0 萬 | 0.08% | +2+0.1% | 加碼 |
| Carbahal Olsen Financial Services Group, LLC | 3,660 | $29.1 萬 | 0.23% | −12−0.3% | 減碼 |
| Paragon Private Wealth Management, LLC | 3,663 | $29.2 萬 | 0.09% | −294−7.4% | 減碼 |
| Planned Solutions, Inc. | 3,675 | $29.3 萬 | 0.10% | −1,383−27.3% | 減碼 |
| Beck Mack & Oliver LLC | 3,682 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| Financial Security Advisor, Inc. | 3,685 | $29.3 萬 | 0.05% | +17+0.5% | 加碼 |
| RKL Wealth Management LLC | 3,689 | $29.4 萬 | 0.03% | −4,437−54.6% | 減碼 |
| Sivia Capital Partners, LLC | 3,689 | $29.4 萬 | 0.06% | −5,210−58.5% | 減碼 |
| Rare Wolf Capital LLC | 3,695 | $29.4 萬 | 0.19% | 00.0% | 不變 |
| Matauro, LLC | 3,695 | $29.4 萬 | 0.04% | +15+0.4% | 加碼 |
| Vista Private Wealth Partners. LLC | 3,889 | $29.4 萬 | 0.10% | +393+11.2% | 加碼 |
| HFG Advisors, Inc. | 3,696 | $29.4 萬 | 0.21% | −1,033−21.8% | 減碼 |
| Northland Securities, Inc. | 3,700 | $29.5 萬 | 0.28% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 3,705 | $29.5 萬 | 0.07% | +20+0.5% | 加碼 |
| Madson Wealth Advisors Inc | 3,718 | $29.6 萬 | 0.25% | +3,718 | 新進 |
| Adamsbrown Wealth Consultants LLC | 3,719 | $29.6 萬 | 0.08% | −37−1.0% | 減碼 |
| CoreFirst Bank & Trust | 3,723 | $29.6 萬 | 0.16% | −310−7.7% | 減碼 |
| Cannon Wealth Management Services, LLC | 3,726 | $29.7 萬 | 0.20% | +3,726 | 新進 |
| BTG Pactual Asset Management US LLC | 3,736 | $29.7 萬 | 0.03% | −2,156−36.6% | 減碼 |
| TCP Asset Management, LLC | 3,736 | $29.7 萬 | 0.04% | +3,736 | 新進 |
| Front Street Capital Management, Inc. | 3,743 | $29.8 萬 | 0.04% | 00.0% | 不變 |
| X-Square Capital, LLC | 3,739 | $29.8 萬 | 0.10% | +9+0.2% | 加碼 |
| Colonial Trust Advisors | 3,743 | $29.8 萬 | 0.02% | +149+4.1% | 加碼 |
| Wealth Dimensions Group, Ltd. | 3,748 | $29.8 萬 | 0.06% | +276+7.9% | 加碼 |
| Sterling Group Wealth Management, LLC | 3,751 | $29.9 萬 | 0.14% | +3,751 | 新進 |
| Hazlett, Burt & Watson, Inc. | 3,757 | $29.9 萬 | 0.09% | +10.0% | 加碼 |
| New Wave Wealth Advisors LLC | 3,760 | $29.9 萬 | 0.10% | −1,532−28.9% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 3,762 | $30.0 萬 | 0.15% | −54−1.4% | 減碼 |
| Grove Street Fiduciary, LLC | 3,766 | $30.0 萬 | 0.13% | 00.0% | 不變 |
| Pinnacle Holdings, LLC | 3,772 | $30.0 萬 | 0.10% | 00.0% | 不變 |
| Laraway Financial Inc | 3,785 | $30.1 萬 | 0.21% | −396−9.5% | 減碼 |
| MJP Associates Inc | 3,799 | $30.2 萬 | 0.04% | −183−4.6% | 減碼 |
| Westhampton Capital, LLC | 3,800 | $30.3 萬 | 0.14% | 00.0% | 不變 |
| Kerr Financial Planning Corp | 3,703 | $30.3 萬 | 0.37% | −1,079−22.6% | 減碼 |
| Capital Advisors Wealth Management, LLC | 3,808 | $30.3 萬 | 0.04% | −4−0.1% | 減碼 |
| United Wealth Management, LLC | 3,818 | $30.4 萬 | 0.08% | 00.0% | 不變 |
| Petix & Botte Co | 1,914 | $30.5 萬 | 0.07% | −1,914−50.0% | 減碼 |
| Cottonwood Capital Advisors, LLC | 3,834 | $30.5 萬 | 0.22% | +2+0.1% | 加碼 |
| HRC Wealth Management, LLC | 3,835 | $30.5 萬 | 0.14% | +3+0.1% | 加碼 |
| Arvest Investments, Inc. | 3,837 | $30.5 萬 | 0.04% | −12−0.3% | 減碼 |
| Accelerate Investment Advisors LLC | 3,841 | $30.6 萬 | 0.20% | −10.0% | 減碼 |
| Adelphi Trust Co | 3,841 | $30.6 萬 | 0.25% | −29−0.7% | 減碼 |
| Donaldson Capital Management, LLC | 3,847 | $30.6 萬 | 0.01% | −953−19.9% | 減碼 |
| Peninsula Asset Management Inc | 3,851 | $30.7 萬 | 0.16% | +3,851 | 新進 |
| Sig Brokerage, LP | 3,851 | $30.7 萬 | 0.09% | +3,851 | 新進 |
| DecisionMap Wealth Management, LLC | 3,853 | $30.7 萬 | 0.20% | −35−0.9% | 減碼 |
| Brandywine Oak Private Wealth LLC | 3,853 | $30.7 萬 | 0.03% | 00.0% | 不變 |
| Reflection Asset Management | 3,866 | $30.8 萬 | 0.19% | +105+2.8% | 加碼 |
| Financial Network Wealth Advisors LLC | 3,872 | $30.8 萬 | 0.32% | +3+0.1% | 加碼 |
| Investment Advisory Group, LLC | 3,876 | $30.9 萬 | 0.08% | −103−2.6% | 減碼 |
| Ipswich Investment Management Co., Inc. | 3,882 | $30.9 萬 | 0.07% | −272−6.5% | 減碼 |
| Vicus Capital | 3,891 | $31.0 萬 | 0.02% | −21−0.5% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 3,896 | $31.0 萬 | 0.20% | −687−15.0% | 減碼 |
| Madrona Financial Services, LLC | 3,898 | $31.0 萬 | 0.07% | +5+0.1% | 加碼 |
| Marietta Investment Partners LLC | 3,900 | $31.0 萬 | 0.06% | 00.0% | 不變 |
| Weinberger Asset Management, Inc | 3,920 | $31.2 萬 | 0.12% | −114−2.8% | 減碼 |
| Security National Bank of So Dak | 3,927 | $31.3 萬 | 0.15% | −1,430−26.7% | 減碼 |
| Great Waters Wealth Management | 3,932 | $31.3 萬 | 0.03% | −10−0.3% | 減碼 |
| WealthPoint Financial, LLC | 3,932 | $31.3 萬 | 0.26% | +71+1.8% | 加碼 |
| StoryOne LLC | 0 | $31.3 萬 | 0.18% | 0 | 不變 |
| Walkner Condon Financial Advisors LLC | 3,936 | $31.3 萬 | 0.04% | −26−0.7% | 減碼 |
| Vestor Capital, LLC | 3,944 | $31.4 萬 | 0.02% | +3,522+834.6% | 加碼 |
| Granite Harbor Advisors, Inc. | 3,950 | $31.4 萬 | 0.14% | +116+3.0% | 加碼 |
| Octavia Wealth Advisors, LLC | 3,955 | $31.5 萬 | 0.03% | −213−5.1% | 減碼 |
| SJS Investment Consulting Inc. | 3,959 | $31.5 萬 | 0.04% | +20+0.5% | 加碼 |
| Kure Advisory, LLC | 3,964 | $31.6 萬 | 0.17% | +5+0.1% | 加碼 |
| New Covenant Trust Company, N.A. | 3,970 | $31.6 萬 | 0.28% | +950+31.5% | 加碼 |
| 10Elms LLP | 3,971 | $31.6 萬 | 0.20% | 00.0% | 不變 |
| McMillan Office, Inc. | 3,978 | $31.7 萬 | 0.04% | 00.0% | 不變 |
| Power Wealth Management LLC | 3,979 | $31.7 萬 | 0.12% | +1,153+40.8% | 加碼 |
| Private Advisory Group LLC | 3,985 | $31.7 萬 | 0.02% | +3,985 | 新進 |
| United Advisor Group, LLC | 3,990 | $31.8 萬 | 0.04% | +199+5.2% | 加碼 |
| Ostrum Asset Management | 3,993 | $31.8 萬 | 0.02% | +2,656+198.7% | 加碼 |
| Parkway Wealth Management Group, LLC | 3,697 | $31.8 萬 | 0.04% | +97+2.7% | 加碼 |
| Northcape Wealth Management, LLC | 3,997 | $31.8 萬 | 0.09% | +42+1.1% | 加碼 |
| Dempze Nancy E | 4,000 | $31.8 萬 | 0.17% | −1,500−27.3% | 減碼 |