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 |
|---|---|---|---|---|---|
| Wright Investors Service Inc | 23,915 | $190.4 萬 | 0.60% | −875−3.5% | 減碼 |
| VestGen Advisors, LLC | 25,268 | $190.0 萬 | 0.05% | +7,178+39.7% | 加碼 |
| Cadinha & Co LLC | 23,802 | $189.5 萬 | 0.35% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 23,719 | $188.8 萬 | 0.05% | −4,363−15.5% | 減碼 |
| CSM Advisors, LLC | 23,730 | $188.8 萬 | 0.05% | +2,251+10.5% | 加碼 |
| GTS Securities LLC | 23,635 | $188.2 萬 | 0.07% | −23,195−49.5% | 減碼 |
| One Capital Management, LLC | 23,601 | $187.9 萬 | 0.05% | +814+3.6% | 加碼 |
| Pure Financial Advisors, Inc. | 23,551 | $187.5 萬 | 0.03% | +535+2.3% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 23,493 | $187.0 萬 | 0.11% | +958+4.3% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 23,433 | $186.5 萬 | 0.11% | +179+0.8% | 加碼 |
| Ci Investments Inc. | 23,432 | $186.5 萬 | 0.01% | −6,760−22.4% | 減碼 |
| Princeton Capital Management LLC | 23,284 | $185.4 萬 | 0.51% | +19,525+519.4% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 23,111 | $184.0 萬 | 0.19% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 23,105 | $183.9 萬 | 0.51% | −6,434−21.8% | 減碼 |
| Citizens National Bank Trust Department | 23,082 | $183.8 萬 | 0.31% | −35−0.2% | 減碼 |
| Simplex Trading, LLC | 22,945 | $182.7 萬 | 0.06% | +22,945 | 新進 |
| Fulton Bank, N.A. | 22,887 | $182.2 萬 | 0.06% | +600+2.7% | 加碼 |
| Catalyst Funds Management Pty Ltd | 22,793 | $181.5 萬 | 0.31% | +1,493+7.0% | 加碼 |
| Private Trust Co NA | 22,766 | $181.2 萬 | 0.16% | −153−0.7% | 減碼 |
| Rossmore Private Capital | 22,760 | $181.2 萬 | 0.16% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 22,717 | $180.9 萬 | 0.38% | +465+2.1% | 加碼 |
| Aspiriant, LLC | 22,654 | $180.3 萬 | 0.05% | +872+4.0% | 加碼 |
| 5T Wealth, LLC | 22,559 | $179.6 萬 | 0.71% | +22,559 | 新進 |
| Sweeney & Michel, LLC | 20,719 | $179.5 萬 | 0.53% | +41+0.2% | 加碼 |
| NWF Advisory Services Inc. | 22,426 | $178.5 萬 | 0.20% | −6,219−21.7% | 減碼 |
| HBK Sorce Advisory LLC | 23,599 | $178.5 萬 | 0.04% | +484+2.1% | 加碼 |
| Martin & Co Inc | 22,173 | $176.5 萬 | 0.30% | +248+1.1% | 加碼 |
| Holderness Investments Co | 22,073 | $175.7 萬 | 0.35% | −113−0.5% | 減碼 |
| Impax Asset Management Group plc | 22,007 | $175.2 萬 | 0.01% | +9,379+74.3% | 加碼 |
| Legacy Financial Advisors, Inc. | 21,944 | $174.7 萬 | 0.24% | −871−3.8% | 減碼 |
| Kathmere Capital Management, LLC | 21,893 | $174.3 萬 | 0.11% | +846+4.0% | 加碼 |
| Phoenix Wealth Advisors | 21,790 | $173.5 萬 | 0.69% | −730−3.2% | 減碼 |
| TRUE Private Wealth Advisors | 21,777 | $173.4 萬 | 0.17% | +102+0.5% | 加碼 |
| Gilbert & Cook, Inc. | 21,764 | $173.3 萬 | 0.22% | −2,827−11.5% | 減碼 |
| Pflug Koory, LLC | 21,657 | $172.4 萬 | 0.79% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 21,634 | $172.2 萬 | 0.52% | 00.0% | 不變 |
| Fiduciary Group LLC | 21,633 | $172.2 萬 | 0.15% | −279−1.3% | 減碼 |
| Highview Capital Management LLC | 21,594 | $171.9 萬 | 0.62% | +403+1.9% | 加碼 |
| Busey Wealth Management | 21,524 | $171.4 萬 | 0.05% | −1,371−6.0% | 減碼 |
| Aureus Asset Management, LLC | 21,518 | $171.3 萬 | 0.11% | +21,518 | 新進 |
| IHT Wealth Management, LLC | 21,321 | $169.7 萬 | 0.04% | +725+3.5% | 加碼 |
| Harold Davidson & Associates Inc. | 21,313 | $169.7 萬 | 0.82% | −5,746−21.2% | 減碼 |
| OneAscent Financial Services LLC | 21,307 | $169.6 萬 | 0.09% | +9,386+78.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 21,420 | $169.6 萬 | 0.02% | +782+3.8% | 加碼 |
| Kennedy Investment Group | 21,295 | $169.5 萬 | 0.66% | +285+1.4% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 21,255 | $169.2 萬 | 0.48% | −7,245−25.4% | 減碼 |
| PFG Investments, LLC | 21,231 | $169.0 萬 | 0.08% | +213+1.0% | 加碼 |
| Evolve Private Wealth, LLC | 21,108 | $168.0 萬 | 0.09% | +7,590+56.1% | 加碼 |
| Cypress Wealth Services, LLC | 21,033 | $167.4 萬 | 0.24% | −78−0.4% | 減碼 |
| Marin Bay Wealth Advisors, LLC | 21,003 | $167.2 萬 | 1.01% | −1,791−7.9% | 減碼 |
| LJI Wealth Management, LLC | 20,997 | $167.2 萬 | 0.27% | +17+0.1% | 加碼 |
| Midwest Trust Co | 20,904 | $166.4 萬 | 0.02% | +3,015+16.9% | 加碼 |
| Canandaigua National Corp | 20,876 | $166.2 萬 | 0.15% | +20,876 | 新進 |
| Washington Trust Bank | 20,870 | $166.1 萬 | 0.12% | −2,720−11.5% | 減碼 |
| American State Bank (Iowa) | 20,824 | $165.8 萬 | 0.80% | +1,216+6.2% | 加碼 |
| Tiaa Trust, National Association | 20,782 | $165.4 萬 | 0.10% | −423,575−95.3% | 減碼 |
| Burke & Herbert Bank & Trust Co | 20,766 | $165.3 萬 | 0.46% | 00.0% | 不變 |
| Conning Inc. | 20,718 | $164.9 萬 | 0.05% | −2,669−11.4% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 20,685 | $164.7 萬 | 0.17% | +30.0% | 加碼 |
| First Horizon Corp | 20,630 | $164.2 萬 | 0.07% | −36−0.2% | 減碼 |
| Hartford Funds Management Co LLC | 20,622 | $164.2 萬 | 0.14% | +1,193+6.1% | 加碼 |
| Change Path, LLC | 20,578 | $163.8 萬 | 0.04% | −1,709−7.7% | 減碼 |
| Mainstay Capital Management LLC | 20,573 | $163.8 萬 | 0.13% | +366+1.8% | 加碼 |
| Americana Partners, LLC | 20,513 | $163.3 萬 | 0.04% | −139,860−87.2% | 減碼 |
| Jeppson Wealth Management, LLC | 20,490 | $163.1 萬 | 0.51% | −3,810−15.7% | 減碼 |
| LexAurum Advisors, LLC | 20,465 | $162.9 萬 | 0.21% | +20,465 | 新進 |
| Advyzon Investment Management, LLC | 20,420 | $162.6 萬 | 0.15% | −548−2.6% | 減碼 |
| Pictet Bank & Trust Ltd | 20,369 | $162.2 萬 | 2.13% | −6,396−23.9% | 減碼 |
| Miller Investment Management, LP | 20,342 | $161.9 萬 | 0.16% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 20,325 | $161.8 萬 | 0.09% | −1,129−5.3% | 減碼 |
| Axq Capital, LP | 20,272 | $161.4 萬 | 0.21% | +20,272 | 新進 |
| LS Investment Advisors, LLC | 20,213 | $160.9 萬 | 0.24% | −94−0.5% | 減碼 |
| 17 Capital Partners, LLC | 20,208 | $160.9 萬 | 0.83% | −815−3.9% | 減碼 |
| Accretive Wealth Partners, LLC | 20,118 | $160.2 萬 | 0.45% | +164+0.8% | 加碼 |
| AlphaCore Capital LLC | 20,083 | $159.9 萬 | 0.04% | −2,337−10.4% | 減碼 |
| First Bank & Trust | 20,050 | $159.6 萬 | 0.26% | −1,553−7.2% | 減碼 |
| Harbor Advisors LLC | 20,000 | $159.2 萬 | 0.23% | 00.0% | 不變 |
| Arista Wealth Management, LLC | 19,993 | $159.2 萬 | 0.19% | +6,203+45.0% | 加碼 |
| First Dallas Securities Inc. | 19,989 | $159.1 萬 | 0.59% | +203+1.0% | 加碼 |
| Leisure Capital Management | 19,981 | $159.1 萬 | 0.56% | 00.0% | 不變 |
| TMB Capital Partners, LLC | 19,976 | $159.0 萬 | 0.53% | +817+4.3% | 加碼 |
| Virtu Financial LLC | 19,929 | $158.7 萬 | 0.07% | +19,929 | 新進 |
| Cetera Trust Company, N.A | 19,926 | $158.6 萬 | 0.90% | −300−1.5% | 減碼 |
| Van Diest Capital, LLC | 19,914 | $158.5 萬 | 1.25% | +11,689+142.1% | 加碼 |
| Exencial Wealth Advisors, LLC | 19,800 | $157.6 萬 | 0.05% | +190+1.0% | 加碼 |
| Citadel Investment Advisory, Inc. | 19,775 | $157.4 萬 | 0.75% | −366−1.8% | 減碼 |
| Collar Capital Management, LLC | 19,767 | $157.4 萬 | 1.02% | −220−1.1% | 減碼 |
| Modern Wealth Management, LLC | 19,462 | $156.8 萬 | 0.03% | +2,468+14.5% | 加碼 |
| Breakwater Capital Group | 19,606 | $156.1 萬 | 0.21% | −35−0.2% | 減碼 |
| London Co of Virginia | 19,595 | $156.0 萬 | 0.01% | −195−1.0% | 減碼 |
| Inceptionr LLC | 19,561 | $155.7 萬 | 0.37% | +19,561 | 新進 |
| Modera Wealth Management, LLC | 19,555 | $155.7 萬 | 0.02% | −69−0.4% | 減碼 |
| Cito Capital Group, LLC | 19,503 | $155.3 萬 | 0.48% | 00.0% | 不變 |
| Rayburn West Financial Services LLC | 19,450 | $154.8 萬 | 0.91% | −100−0.5% | 減碼 |
| Aprio Wealth Management, LLC | 19,397 | $154.4 萬 | 0.08% | +8,026+70.6% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 19,360 | $154.1 萬 | 0.10% | −2,255−10.4% | 減碼 |
| Lebenthal Global Advisors, LLC | 19,262 | $153.3 萬 | 0.22% | +1,842+10.6% | 加碼 |
| Pitcairn Wealth Advisors LLC | 16,431 | $153.1 萬 | 0.14% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 19,225 | $153.1 萬 | 0.29% | −241−1.2% | 減碼 |
| MTM Investment Management, LLC | 19,142 | $152.4 萬 | 0.48% | +5,036+35.7% | 加碼 |