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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 19,064 | $151.8 萬 | 0.06% | +248+1.3% | 加碼 |
| VCI Wealth Management LLC | 19,043 | $151.6 萬 | 0.42% | −2,701−12.4% | 減碼 |
| SCS Capital Management LLC | 19,019 | $151.4 萬 | 0.02% | −284−1.5% | 減碼 |
| Jacobi Capital Management LLC | 18,969 | $151.0 萬 | 0.08% | +317+1.7% | 加碼 |
| BLB&B Advisors, LLC | 18,942 | $150.8 萬 | 0.06% | −600−3.1% | 減碼 |
| Westpac Banking Corp | 18,888 | $150.4 萬 | 0.10% | −2,582−12.0% | 減碼 |
| Eaton Financial Holdings Company, LLC | 18,783 | $149.5 萬 | 0.49% | +999+5.6% | 加碼 |
| M.E. Allison & Co., Inc. | 18,783 | $149.5 萬 | 0.99% | +20.0% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 17,452 | $149.0 萬 | 0.19% | −12,193−41.1% | 減碼 |
| Crux Wealth Advisors | 18,704 | $148.9 萬 | 0.57% | −5,416−22.5% | 減碼 |
| Caldwell Trust Co | 18,677 | $148.7 萬 | 0.13% | +508+2.8% | 加碼 |
| F/M Investments LLC | 18,668 | $148.6 萬 | 0.10% | −17,517−48.4% | 減碼 |
| International Assets Investment Management, LLC | 358,174 | $148.5 萬 | 0.10% | −445,302−55.4% | 減碼 |
| Lazari Capital Management, Inc. | 18,607 | $148.1 萬 | 0.52% | −520−2.7% | 減碼 |
| First Financial Bank - Trust Division | 18,600 | $148.1 萬 | 0.12% | −1,673−8.3% | 減碼 |
| Retirement Planning Co of New England, Inc. | 18,516 | $147.4 萬 | 0.60% | −66−0.4% | 減碼 |
| Integrated Investment Consultants, LLC | 18,493 | $147.2 萬 | 0.31% | −420−2.2% | 減碼 |
| CX Institutional | 18,466 | $147.0 萬 | 0.04% | −979−5.0% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 18,419 | $146.6 萬 | 0.34% | +1,112+6.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 18,368 | $146.2 萬 | 0.03% | +2,971+19.3% | 加碼 |
| Insigneo Advisory Services, LLC | 18,285 | $145.6 萬 | 0.10% | −1,165−6.0% | 減碼 |
| Frec Markets, Inc. | 18,218 | $145.0 萬 | 0.25% | +3,997+28.1% | 加碼 |
| TritonPoint Partners, LLC | 18,169 | $144.6 萬 | 0.53% | +627+3.6% | 加碼 |
| Trust Co of Toledo NA | 18,139 | $144.4 萬 | 0.14% | +119+0.7% | 加碼 |
| Heritage Trust Co | 18,090 | $144.0 萬 | 0.14% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 18,081 | $143.9 萬 | 0.00% | −934−4.9% | 減碼 |
| Investors Asset Management of Georgia Inc | 18,070 | $143.9 萬 | 0.59% | +404+2.3% | 加碼 |
| Gilpin Wealth Management, LLC | 18,027 | $143.5 萬 | 1.14% | −239−1.3% | 減碼 |
| Barbara Oil Co. | 18,000 | $143.3 萬 | 0.55% | 00.0% | 不變 |
| Delap Wealth Advisory, LLC | 17,987 | $143.2 萬 | 0.54% | −417−2.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,865 | $142.2 萬 | 0.15% | −478−2.6% | 減碼 |
| Bernicke Wealth Management, Ltd. | 17,860 | $142.2 萬 | 0.18% | +826+4.8% | 加碼 |
| Excalibur Management Corp | 17,826 | $141.9 萬 | 0.51% | −30−0.2% | 減碼 |
| Fiduciary Alliance LLC | 17,655 | $141.8 萬 | 0.09% | −755−4.1% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 17,789 | $141.6 萬 | 0.39% | −120−0.7% | 減碼 |
| Diversified Management Inc | 17,776 | $141.5 萬 | 0.24% | +9,049+103.7% | 加碼 |
| Providence Wealth Advisors, LLC | 17,515 | $141.5 萬 | 0.90% | +13+0.1% | 加碼 |
| Advisory Alpha, LLC | 17,764 | $141.4 萬 | 0.04% | +2,643+17.5% | 加碼 |
| Highland Capital Management, LLC | 17,763 | $141.4 萬 | 0.07% | +169+1.0% | 加碼 |
| Keystone Financial Services | 17,733 | $141.2 萬 | 0.41% | −995−5.3% | 減碼 |
| Kovack Advisors, Inc. | 17,580 | $141.1 萬 | 0.08% | −392−2.2% | 減碼 |
| Wharton Business Group, LLC | 17,675 | $140.7 萬 | 0.05% | 00.0% | 不變 |
| Chicago Trust Co NA | 17,653 | $140.5 萬 | 0.22% | −483−2.7% | 減碼 |
| First National Trust Co | 17,436 | $138.8 萬 | 0.05% | +168+1.0% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 17,400 | $138.5 萬 | 0.03% | −5,050−22.5% | 減碼 |
| RIA Advisory Group LLC | 17,375 | $138.3 萬 | 0.34% | +30.0% | 加碼 |
| Cahill Financial Advisors Inc | 17,370 | $138.3 萬 | 0.15% | −40.0% | 減碼 |
| SeaBridge Investment Advisors LLC | 17,346 | $138.1 萬 | 0.23% | −749−4.1% | 減碼 |
| Northern Oak Wealth Management Inc | 17,284 | $137.6 萬 | 0.17% | −363−2.1% | 減碼 |
| Capital Investment Advisory Services, LLC | 17,227 | $137.1 萬 | 0.10% | +84+0.5% | 加碼 |
| Auctus Advisors LLC | 17,223 | $137.1 萬 | 1.30% | +13,551+369.0% | 加碼 |
| Boltwood Capital Management | 17,185 | $136.8 萬 | 0.35% | +20+0.1% | 加碼 |
| Armis Advisers, LLC | 18,563 | $136.5 萬 | 0.13% | −4,635−20.0% | 減碼 |
| Garrison Point Advisors, LLC | 17,134 | $136.4 萬 | 0.62% | 00.0% | 不變 |
| Potentia Wealth | 17,112 | $136.2 萬 | 0.53% | 00.0% | 不變 |
| Vaughan Nelson Investment Management, L.P. | 17,045 | $135.7 萬 | 0.01% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 14,521 | $135.3 萬 | 0.21% | +1,807+14.2% | 加碼 |
| Palisade Asset Management, LLC | 16,962 | $135.0 萬 | 0.14% | −85−0.5% | 減碼 |
| L2 Asset Management, LLC | 16,931 | $134.8 萬 | 0.13% | −22,146−56.7% | 減碼 |
| Larson Financial Group LLC | 16,925 | $134.7 萬 | 0.04% | +3,626+27.3% | 加碼 |
| Concord Wealth Partners | 16,858 | $134.2 萬 | 0.17% | +911+5.7% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 16,844 | $134.1 萬 | 0.10% | −1,795−9.6% | 減碼 |
| William B. Walkup & Associates, Inc. | 18,667 | $134.0 萬 | 0.80% | −94−0.5% | 減碼 |
| AdvisorNet Financial, Inc | 16,819 | $133.9 萬 | 0.07% | −1,185−6.6% | 減碼 |
| Alteri Wealth LLC | 16,818 | $133.9 萬 | 0.43% | +449+2.7% | 加碼 |
| Florida Financial Advisors, LLC | 16,814 | $133.9 萬 | 0.32% | +2,717+19.3% | 加碼 |
| Hilltop National Bank | 16,795 | $133.7 萬 | 0.32% | 00.0% | 不變 |
| Vivid Wealth Management, LLC | 16,750 | $133.3 萬 | 0.54% | +37+0.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 16,738 | $133.3 萬 | 0.07% | +26+0.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 16,670 | $132.7 萬 | 0.04% | −538−3.1% | 減碼 |
| Barnes Wealth Management Group, Inc | 16,636 | $132.4 萬 | 0.67% | +14,266+601.9% | 加碼 |
| MFA Wealth Services | 16,597 | $132.1 萬 | 0.87% | +16,597 | 新進 |
| Diligent Investors, LLC | 16,594 | $132.1 萬 | 0.33% | +14+0.1% | 加碼 |
| MV Capital Management, Inc. | 16,588 | $132.1 萬 | 0.13% | −593−3.5% | 減碼 |
| Eastern Bank | 16,527 | $131.6 萬 | 0.02% | +630+4.0% | 加碼 |
| Affinity Investment Advisors, LLC | 16,525 | $131.6 萬 | 0.82% | −30−0.2% | 減碼 |
| North Star Investment Management Corp. | 16,518 | $131.5 萬 | 0.08% | +124+0.8% | 加碼 |
| AMG National Trust Bank | 16,515 | $131.5 萬 | 0.03% | +656+4.1% | 加碼 |
| Vectors Research Management, LLC | 16,467 | $131.1 萬 | 0.38% | +119+0.7% | 加碼 |
| Park Edge Advisors, LLC | 16,277 | $129.6 萬 | 0.30% | +16,277 | 新進 |
| Emerald Investment Advisers, LLC | 16,262 | $129.5 萬 | 0.12% | +16,262 | 新進 |
| Essex Savings Bank | 16,173 | $128.8 萬 | 0.28% | +125+0.8% | 加碼 |
| Biltmore Family Office, LLC | 16,161 | $128.7 萬 | 0.18% | −107−0.7% | 減碼 |
| Fox Run Management, L.L.C. | 16,725 | $128.4 萬 | 0.22% | −6,356−27.5% | 減碼 |
| Victory Financial Group, LLC | 16,087 | $128.1 萬 | 0.16% | −8,175−33.7% | 減碼 |
| Sentry LLC | 15,972 | $127.2 萬 | 0.40% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 15,966 | $127.1 萬 | 0.10% | +15,966 | 新進 |
| Concord Asset Management, LLC | 15,925 | $126.8 萬 | 0.21% | +870+5.8% | 加碼 |
| Plancorp, LLC | 14,844 | $126.8 萬 | 0.04% | −47−0.3% | 減碼 |
| London & Capital Asset Management Ltd | 15,899 | $126.5 萬 | 0.01% | −397−2.4% | 減碼 |
| Crown Wealth Group, LLC | 15,893 | $126.5 萬 | 0.37% | +2,747+20.9% | 加碼 |
| Western Wealth Management, LLC | 15,871 | $126.3 萬 | 0.05% | +3,644+29.8% | 加碼 |
| Personal Cfo Solutions, LLC | 15,845 | $126.1 萬 | 0.18% | −202−1.3% | 減碼 |
| Douglass Winthrop Advisors, LLC | 15,712 | $125.1 萬 | 0.02% | −182−1.1% | 減碼 |
| Perpetual Ltd | 15,656 | $124.6 萬 | 0.02% | +2,784+21.6% | 加碼 |
| Virtue Asset Management LLC | 15,653 | $124.6 萬 | 0.99% | −5,152−24.8% | 減碼 |
| Eclectic Associates Inc | 15,590 | $124.1 萬 | 0.16% | +1,438+10.2% | 加碼 |
| Ancora Advisors, LLC | 15,567 | $123.9 萬 | 0.03% | −1,186−7.1% | 減碼 |
| 71 West Capital Partners | 15,507 | $123.5 萬 | 0.05% | +3,066+24.6% | 加碼 |
| Castle Rock Wealth Management, LLC | 15,311 | $123.4 萬 | 0.27% | +385+2.6% | 加碼 |