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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 29,788 | $237.1 萬 | 0.06% | +1,052+3.7% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 29,684 | $236.3 萬 | 0.35% | +139+0.5% | 加碼 |
| CenterBook Partners LP | 29,627 | $235.9 萬 | 0.13% | +29,627 | 新進 |
| Neville Rodie & Shaw Inc | 29,602 | $235.6 萬 | 0.17% | 00.0% | 不變 |
| Cigna Investments Inc | 29,538 | $235.1 萬 | 0.37% | −739−2.4% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 29,500 | $234.8 萬 | 0.38% | +792+2.8% | 加碼 |
| XTX Topco Ltd | 29,494 | $234.8 萬 | 0.04% | +23,709+409.8% | 加碼 |
| West Branch Capital LLC | 29,404 | $234.1 萬 | 0.63% | +946+3.3% | 加碼 |
| Pacifica Partners Inc. | 29,326 | $233.5 萬 | 0.78% | −485−1.6% | 減碼 |
| Argent Advisors, Inc. | 29,306 | $233.3 萬 | 0.64% | −418−1.4% | 減碼 |
| Central Trust Co | 29,263 | $233.0 萬 | 0.05% | −2,676−8.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 29,232 | $232.7 萬 | 0.07% | +58+0.2% | 加碼 |
| Richard Bernstein Advisors LLC | 29,172 | $232.2 萬 | 0.07% | +29,172 | 新進 |
| Capital International Sarl | 29,167 | $232.2 萬 | 0.04% | +12,199+71.9% | 加碼 |
| AF Advisors, Inc. | 29,040 | $231.2 萬 | 1.28% | −3,000−9.4% | 減碼 |
| Fisher Asset Management, LLC | 29,017 | $231.0 萬 | 0.00% | −4,620−13.7% | 減碼 |
| Scott & Selber, Inc. | 28,830 | $229.5 萬 | 0.59% | −151−0.5% | 減碼 |
| Roxbury Financial LLC | 28,794 | $229.2 萬 | 2.06% | −307−1.1% | 減碼 |
| Rothschild Investment LLC | 28,785 | $229.2 萬 | 0.12% | +1,044+3.8% | 加碼 |
| LOM Asset Management Ltd | 28,710 | $228.6 萬 | 0.66% | +367+1.3% | 加碼 |
| Independent Financial Group, LLC | 28,659 | $228.2 萬 | 0.05% | −1,443−4.8% | 減碼 |
| National Asset Management, Inc. | 29,595 | $227.3 萬 | 0.15% | +208+0.7% | 加碼 |
| Shepherd Street Advisors LLC | 28,460 | $226.6 萬 | 2.23% | −1,937−6.4% | 減碼 |
| Courier Capital LLC | 28,404 | $226.1 萬 | 0.13% | −298−1.0% | 減碼 |
| ZWJ Investment Counsel Inc | 28,333 | $225.6 萬 | 0.08% | +87+0.3% | 加碼 |
| Bailard, Inc. | 28,325 | $225.5 萬 | 0.05% | −1,159−3.9% | 減碼 |
| Premier Path Wealth Partners, LLC | 28,243 | $224.8 萬 | 0.29% | −23−0.1% | 減碼 |
| Mystic Asset Management, Inc. | 28,127 | $223.9 萬 | 0.52% | −223−0.8% | 減碼 |
| Carret Asset Management, LLC | 28,047 | $223.3 萬 | 0.22% | −175−0.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 27,264 | $223.2 萬 | 0.05% | +854+3.2% | 加碼 |
| Profund Advisors LLC | 27,917 | $222.2 萬 | 0.08% | −6,071−17.9% | 減碼 |
| Mather Group, LLC. | 27,857 | $221.8 萬 | 0.02% | +728+2.7% | 加碼 |
| Meridian Wealth Management, LLC | 27,792 | $221.3 萬 | 0.08% | +14,336+106.5% | 加碼 |
| GM Advisory Group, Inc. | 27,659 | $220.2 萬 | 0.08% | −1,791−6.1% | 減碼 |
| Portfolio Design Labs, LLC | 27,457 | $218.6 萬 | 0.39% | −3,429−11.1% | 減碼 |
| Walter & Keenan Financial Consulting Co | 27,437 | $218.4 萬 | 0.61% | −383−1.4% | 減碼 |
| Ronald Blue Trust, Inc. | 27,410 | $218.2 萬 | 0.02% | −9,497−25.7% | 減碼 |
| Heritage Family Offices, LLP | 27,282 | $217.2 萬 | 0.96% | −5,518−16.8% | 減碼 |
| Aventura Private Wealth, LLC | 27,234 | $216.8 萬 | 0.79% | +1,269+4.9% | 加碼 |
| Venture Visionary Partners LLC | 27,163 | $216.2 萬 | 0.07% | −1,911−6.6% | 減碼 |
| Drucker Wealth 3.0, LLC | 27,150 | $216.1 萬 | 0.38% | −1,126−4.0% | 減碼 |
| Private Wealth Asset Management, LLC | 27,030 | $215.2 萬 | 0.23% | −694−2.5% | 減碼 |
| Trinity Financial Advisors LLC | 26,942 | $214.5 萬 | 0.61% | −320−1.2% | 減碼 |
| Myriad Asset Management Advisors LLC | 26,905 | $214.2 萬 | 0.63% | +156+0.6% | 加碼 |
| Central Pacific Bank - Trust Division | 26,853 | $213.8 萬 | 0.27% | −1,325−4.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 26,843 | $213.7 萬 | 0.10% | +607+2.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 26,769 | $213.1 萬 | 0.04% | +1,879+7.5% | 加碼 |
| Johnson Investment Counsel Inc | 26,705 | $212.6 萬 | 0.02% | −4,290−13.8% | 減碼 |
| Capital Asset Advisory Services LLC | 25,932 | $212.6 萬 | 0.08% | −10,841−29.5% | 減碼 |
| Freestone Grove Partners LP | 26,606 | $211.8 萬 | 0.02% | +26,606 | 新進 |
| Montag A & Associates Inc | 26,573 | $211.6 萬 | 0.10% | −17,417−39.6% | 減碼 |
| Sunbelt Securities, Inc. | 26,478 | $210.8 萬 | 0.13% | −1,518−5.4% | 減碼 |
| SRS Capital Advisors, Inc. | 26,392 | $210.1 萬 | 0.06% | −14,964−36.2% | 減碼 |
| Peoples Bank | 26,364 | $209.9 萬 | 2.11% | −1,145−4.2% | 減碼 |
| Aspire Private Capital, LLC | 26,330 | $209.6 萬 | 0.47% | −3,178−10.8% | 減碼 |
| Integrated Quantitative Investments LLC | 26,060 | $207.5 萬 | 0.38% | +21,479+468.9% | 加碼 |
| Ami Investment Management Inc | 26,013 | $207.1 萬 | 0.47% | +26,013 | 新進 |
| Triglav Skladi, D.O.O. | 26,000 | $207.0 萬 | 0.14% | −48,000−64.9% | 減碼 |
| Aviso Wealth Management | 25,957 | $206.7 萬 | 0.93% | +1,344+5.5% | 加碼 |
| Connable Office Inc | 25,950 | $206.6 萬 | 0.20% | +18+0.1% | 加碼 |
| Tulsa Wealth Advisors, INC | 25,944 | $206.5 萬 | 0.36% | −9,683−27.2% | 減碼 |
| Morningstar Investment Management LLC | 25,926 | $206.4 萬 | 0.13% | +252+1.0% | 加碼 |
| HighPoint Advisor Group LLC | 25,898 | $206.2 萬 | 0.09% | −82,835−76.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 25,799 | $205.4 萬 | 0.01% | +469+1.9% | 加碼 |
| Cary Street Partners Financial LLC | 25,766 | $205.1 萬 | 0.05% | −2,315−8.2% | 減碼 |
| YHB Investment Advisors, Inc. | 25,701 | $204.6 萬 | 0.15% | 00.0% | 不變 |
| Erste Asset Management GmbH | 26,621 | $204.4 萬 | 0.02% | −180,000−87.1% | 減碼 |
| Fort Sheridan Advisors LLC | 25,605 | $203.8 萬 | 0.25% | +1,185+4.9% | 加碼 |
| Princeton Global Asset Management LLC | 25,494 | $203.0 萬 | 0.33% | −752−2.9% | 減碼 |
| Everett Harris & Co | 25,452 | $202.6 萬 | 0.03% | −714−2.7% | 減碼 |
| National Philanthropic Trust | 25,400 | $202.2 萬 | 0.02% | −110−0.4% | 減碼 |
| Caliber Wealth Management, LLC | 25,376 | $202.0 萬 | 0.22% | +1,635+6.9% | 加碼 |
| Resources Management Corp | 25,352 | $201.8 萬 | 0.27% | −13−0.1% | 減碼 |
| CWC Advisors, LLC. | 25,224 | $200.8 萬 | 0.96% | −213−0.8% | 減碼 |
| Everhart Financial Group, Inc. | 25,202 | $200.6 萬 | 0.17% | +322+1.3% | 加碼 |
| Aptus Capital Advisors, LLC | 25,155 | $200.3 萬 | 0.02% | −10,842−30.1% | 減碼 |
| Oasis Advisors, LLC | 25,038 | $199.3 萬 | 0.39% | +25,038 | 新進 |
| Foundations Investment Advisors, LLC | 24,804 | $197.5 萬 | 0.02% | −2,828−10.2% | 減碼 |
| Potomac Fund Management Inc | 24,750 | $197.0 萬 | 0.07% | +616+2.6% | 加碼 |
| Cookson Peirce & Co Inc | 24,671 | $196.4 萬 | 0.08% | +18,792+319.6% | 加碼 |
| SummitTX Capital, L.P. | 24,650 | $196.2 萬 | 0.06% | +24,650 | 新進 |
| Blue Sparrow, LLC | 24,610 | $195.9 萬 | 0.03% | −419,711−94.5% | 減碼 |
| Integrated Advisors Network LLC | 24,578 | $195.7 萬 | 0.10% | +2,827+13.0% | 加碼 |
| LRI Investments, LLC | 24,553 | $195.5 萬 | 0.17% | −1,535−5.9% | 減碼 |
| FOCUS Wealth Advisors, LLC | 24,552 | $195.5 萬 | 0.96% | −1,168−4.5% | 減碼 |
| Caxton Associates LLP | 24,540 | $195.4 萬 | 0.05% | +11,827+93.0% | 加碼 |
| Insight Advisors, LLC | 24,377 | $194.1 萬 | 0.37% | +118+0.5% | 加碼 |
| Chemistry Wealth Management LLC | 24,336 | $193.7 萬 | 0.34% | −414−1.7% | 減碼 |
| One Wealth Advisors, LLC | 24,323 | $193.6 萬 | 0.24% | −1,547−6.0% | 減碼 |
| Riverchase Wealth Management, LLC | 24,276 | $193.3 萬 | 1.01% | −2,585−9.6% | 減碼 |
| Laurel Wealth Advisors LLC | 25,470 | $192.7 萬 | 0.19% | +749+3.0% | 加碼 |
| Louisbourg Investments Inc. | 31,843 | $192.6 萬 | 0.36% | +1,060+3.4% | 加碼 |
| Meridian Investment Counsel Inc. | 24,183 | $192.5 萬 | 0.46% | 00.0% | 不變 |
| Founders Financial Securities LLC | 22,278 | $191.6 萬 | 0.11% | +169+0.8% | 加碼 |
| Gryphon Financial Partners LLC | 24,037 | $191.4 萬 | 0.20% | +115+0.5% | 加碼 |
| Longfellow Investment Management Co LLC | 24,036 | $191.4 萬 | 0.40% | +8,656+56.3% | 加碼 |
| Welch Group, LLC | 24,003 | $191.1 萬 | 0.07% | +70.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 23,977 | $190.9 萬 | 0.56% | +173+0.7% | 加碼 |
| Leavell Investment Management, Inc. | 23,926 | $190.5 萬 | 0.08% | +645+2.8% | 加碼 |
| Vista Investment Management | 23,925 | $190.5 萬 | 0.64% | +630+2.7% | 加碼 |