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 |
|---|---|---|---|---|---|
| United Bank | 4,000 | $31.8 萬 | 0.04% | 00.0% | 不變 |
| Epiq Partners, LLC | 4,000 | $31.8 萬 | 0.15% | 00.0% | 不變 |
| Elevatus Welath Management | 4,004 | $31.9 萬 | 0.17% | +255+6.8% | 加碼 |
| Trustmark National Bank Trust Department | 4,012 | $31.9 萬 | 0.02% | +278+7.4% | 加碼 |
| Third View Private Wealth, LLC | 4,013 | $31.9 萬 | 0.04% | +161+4.2% | 加碼 |
| ABN AMRO Bank N.V. | 4,000 | $32.0 萬 | 0.00% | −56,665−93.4% | 減碼 |
| James Hambro & Partners | 4,019 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Orographic Financial Advisors, LLC | 4,030 | $32.0 萬 | 0.23% | +4,030 | 新進 |
| SFMG, LLC | 4,020 | $32.0 萬 | 0.02% | +122+3.1% | 加碼 |
| Peddock Capital Advisors, LLC | 4,024 | $32.0 萬 | 0.07% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 4,026 | $32.1 萬 | 0.02% | −695−14.7% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 4,028 | $32.1 萬 | 0.05% | −67−1.6% | 減碼 |
| Next Level Private LLC | 4,031 | $32.1 萬 | 0.07% | −3−0.1% | 減碼 |
| Atlas Legacy Advisors, LLC | 4,035 | $32.1 萬 | 0.06% | −785−16.3% | 減碼 |
| Argyle Capital Partners, LLC | 4,040 | $32.2 萬 | 0.23% | +131+3.4% | 加碼 |
| JGP Wealth Management, LLC | 4,044 | $32.2 萬 | 0.03% | 00.0% | 不變 |
| South Plains Financial, Inc. | 4,047 | $32.2 萬 | 0.19% | −200−4.7% | 減碼 |
| Discipline Wealth Solutions, LLC | 4,048 | $32.2 萬 | 0.03% | 00.0% | 不變 |
| DT Investment Partners, LLC | 4,048 | $32.2 萬 | 0.03% | −133−3.2% | 減碼 |
| S Harris Financial Group, LLC | 4,050 | $32.2 萬 | 0.29% | −89−2.2% | 減碼 |
| Albion Financial Group | 4,052 | $32.3 萬 | 0.02% | +2,797+222.9% | 加碼 |
| Bull Harbor Capital LLC | 4,057 | $32.3 萬 | 0.09% | +4,057 | 新進 |
| Ssi Investment Management LLC | 4,057 | $32.3 萬 | 0.02% | 00.0% | 不變 |
| Charter Trust Co | 4,076 | $32.4 萬 | 0.02% | +46+1.1% | 加碼 |
| Journey Retirement Planning & Investment Management LLC | 4,078 | $32.5 萬 | 0.29% | −22,434−84.6% | 減碼 |
| Lifeworks Advisors, LLC | 4,094 | $32.6 萬 | 0.04% | −6−0.1% | 減碼 |
| Levin Capital Strategies, L.P. | 4,100 | $32.6 萬 | 0.02% | 00.0% | 不變 |
| Keynote Financial Services LLC | 4,100 | $32.6 萬 | 0.17% | 00.0% | 不變 |
| CM Wealth Advisors LLC | 4,110 | $32.7 萬 | 0.07% | +382+10.2% | 加碼 |
| Foresight Global Investors, Inc. | 4,117 | $32.8 萬 | 0.21% | 00.0% | 不變 |
| Lawood & Co | 4,118 | $32.8 萬 | 0.30% | +111+2.8% | 加碼 |
| Michels Family Financial, LLC | 4,123 | $32.8 萬 | 0.24% | +111+2.8% | 加碼 |
| Landing Point Financial Group, LLC | 4,131 | $32.9 萬 | 0.16% | +10.0% | 加碼 |
| Piedmont Capital Management, LLC | 4,140 | $33.0 萬 | 0.22% | 00.0% | 不變 |
| GFS Advisors, LLC | 4,150 | $33.0 萬 | 0.02% | −662−13.8% | 減碼 |
| Principal Street Partners, LLC | 4,150 | $33.0 萬 | 0.05% | +113+2.8% | 加碼 |
| Brady Family Wealth, LLC | 4,152 | $33.1 萬 | 0.10% | +149+3.7% | 加碼 |
| BCV Asset Management Inc. | 4,155 | $33.1 萬 | 0.01% | +4,155 | 新進 |
| Gould Asset Management LLC | 4,157 | $33.1 萬 | 0.06% | 00.0% | 不變 |
| Centerpoint Advisory Group | 4,159 | $33.1 萬 | 0.25% | 00.0% | 不變 |
| Newman Dignan & Sheerar, Inc. | 4,162 | $33.1 萬 | 0.07% | +256+6.6% | 加碼 |
| Alps Advisors Inc | 4,169 | $33.2 萬 | 0.00% | −525−11.2% | 減碼 |
| Ellis Investment Partners, LLC | 4,171 | $33.2 萬 | 0.06% | +20.0% | 加碼 |
| Integrity Wealth Advisors, Inc. | 4,175 | $33.2 萬 | 0.20% | +248+6.3% | 加碼 |
| Camden National Bank | 4,176 | $33.2 萬 | 0.04% | 00.0% | 不變 |
| Capital Management Associates, Inc | 4,192 | $33.4 萬 | 0.08% | +9+0.2% | 加碼 |
| Paul Damon & Associates, Inc. | 4,192 | $33.4 萬 | 0.15% | +4,192 | 新進 |
| TCI Wealth Advisors, Inc. | 4,201 | $33.4 萬 | 0.02% | −132−3.0% | 減碼 |
| Nixon Peabody Trust Co | 4,202 | $33.5 萬 | 0.03% | +851+25.4% | 加碼 |
| Centurion Wealth Management LLC | 4,203 | $33.5 萬 | 0.08% | −12−0.3% | 減碼 |
| Mill Creek Capital Advisors, LLC | 4,209 | $33.5 萬 | 0.01% | −544−11.4% | 減碼 |
| Grove Bank & Trust | 4,217 | $33.6 萬 | 0.04% | +49+1.2% | 加碼 |
| American Trust | 4,223 | $33.6 萬 | 0.03% | −130−3.0% | 減碼 |
| EdgeRock Capital LLC | 4,224 | $33.6 萬 | 0.09% | −205−4.6% | 減碼 |
| Golden Reserve Retirement LLC | 4,225 | $33.6 萬 | 0.07% | +1,179+38.7% | 加碼 |
| Romano Brothers and Company | 4,247 | $33.8 萬 | 0.04% | −60−1.4% | 減碼 |
| Towerpoint Wealth, LLC | 4,249 | $33.8 萬 | 0.14% | 00.0% | 不變 |
| Chesapeake Wealth Management | 4,254 | $33.9 萬 | 0.10% | +14+0.3% | 加碼 |
| Mokosak Advisory Group, LLC | 4,264 | $33.9 萬 | 0.08% | +21+0.5% | 加碼 |
| Tillman Hartley LLC | 4,265 | $34.0 萬 | 0.09% | −665−13.5% | 減碼 |
| Compass Financial Services Inc | 4,265 | $34.0 萬 | 0.15% | +1,218+40.0% | 加碼 |
| Duncan Williams Asset Management, LLC | 4,270 | $34.0 萬 | 0.09% | −645−13.1% | 減碼 |
| 111 Capital | 4,277 | $34.0 萬 | 0.08% | −1,474−25.6% | 減碼 |
| Aviance Capital Partners, LLC | 4,279 | $34.1 萬 | 0.04% | +3+0.1% | 加碼 |
| Ellenbecker Investment Group | 4,288 | $34.1 萬 | 0.05% | +10+0.2% | 加碼 |
| One Wealth Capital Management, LLC | 4,191 | $34.2 萬 | 0.15% | −455−9.8% | 減碼 |
| Werba Rubin Papier Wealth Management | 4,294 | $34.2 萬 | 0.05% | +688+19.1% | 加碼 |
| Ameliora Wealth Management Ltd. | 4,294 | $34.2 萬 | 0.11% | 00.0% | 不變 |
| KFG Wealth Management, LLC | 4,296 | $34.2 萬 | 0.04% | −25−0.6% | 減碼 |
| Cherry Creek Investment Advisors, Inc. | 4,300 | $34.2 萬 | 0.15% | +12+0.3% | 加碼 |
| Ballast, Inc. | 4,303 | $34.3 萬 | 0.08% | −298−6.5% | 減碼 |
| Osterweis Capital Management Inc | 4,307 | $34.3 萬 | 0.02% | 00.0% | 不變 |
| Copley Financial Group, Inc. | 4,311 | $34.3 萬 | 0.21% | −266−5.8% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 4,317 | $34.4 萬 | 0.10% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,038 | $34.5 萬 | 0.00% | 00.0% | 不變 |
| Evolution Advisers, Inc. | 4,334 | $34.5 萬 | 0.15% | 00.0% | 不變 |
| Leuthold Group, LLC | 4,334 | $34.5 萬 | 0.04% | 00.0% | 不變 |
| CacheTech Inc. | 4,337 | $34.5 萬 | 0.07% | +4,337 | 新進 |
| Kondo Wealth Advisors, Inc. | 4,344 | $34.6 萬 | 0.13% | −20−0.5% | 減碼 |
| Impact Capital Partners LLC | 4,345 | $34.6 萬 | 0.10% | +6+0.1% | 加碼 |
| Trilogy Capital Inc. | 4,347 | $34.6 萬 | 0.02% | +973+28.8% | 加碼 |
| Legacy Wealth Advisors, LLC | 4,352 | $34.6 萬 | 0.18% | +241+5.9% | 加碼 |
| Stronghold Wealth Management L.L.C. | 4,360 | $34.7 萬 | 0.52% | +106+2.5% | 加碼 |
| Bill Few Associates, Inc. | 4,363 | $34.7 萬 | 0.08% | +100+2.3% | 加碼 |
| Embree Financial Group | 4,376 | $34.8 萬 | 0.04% | +714+19.5% | 加碼 |
| LeConte Wealth Management, LLC | 4,377 | $34.8 萬 | 0.23% | −94−2.1% | 減碼 |
| Koenig Investment Advisory, LLC | 4,380 | $34.9 萬 | 0.30% | −7−0.2% | 減碼 |
| Circle Wealth Management, LLC | 4,383 | $34.9 萬 | 0.00% | +75+1.7% | 加碼 |
| Black Diamond Financial, LLC | 4,398 | $35.0 萬 | 0.04% | −406−8.5% | 減碼 |
| Arrow Financial Corp | 4,399 | $35.0 萬 | 0.04% | −590−11.8% | 減碼 |
| Kelly Lawrence W & Associates Inc | 4,400 | $35.0 萬 | 0.10% | 00.0% | 不變 |
| Concentrum Wealth Management | 4,401 | $35.0 萬 | 0.10% | +23+0.5% | 加碼 |
| Rosenberg Matthew Hamilton | 4,405 | $35.1 萬 | 0.07% | +145+3.4% | 加碼 |
| Madison Wealth Partners, Inc | 4,412 | $35.1 萬 | 0.06% | +309+7.5% | 加碼 |
| Check Capital Management Inc | 4,413 | $35.1 萬 | 0.02% | −625−12.4% | 減碼 |
| Sonata Capital Group Inc | 4,415 | $35.1 萬 | 0.13% | −100−2.2% | 減碼 |
| Beacon Financial Advisory LLC | 4,416 | $35.2 萬 | 0.08% | −106−2.3% | 減碼 |
| Partners Wealth Management, LLC | 4,417 | $35.2 萬 | 0.36% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 4,420 | $35.2 萬 | 0.05% | +160+3.8% | 加碼 |
| First American Bank | 4,422 | $35.2 萬 | 0.02% | 00.0% | 不變 |