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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 15,473 | $123.2 萬 | 0.02% | −112,198−87.9% | 減碼 |
| Northeast Investment Management | 15,418 | $122.7 萬 | 0.05% | −5,000−24.5% | 減碼 |
| Ocean Capital Management, LLC | 15,408 | $122.7 萬 | 0.25% | −63−0.4% | 減碼 |
| Gs Investments, Inc. | 15,400 | $122.6 萬 | 0.70% | 00.0% | 不變 |
| Fisher Funds Management LTD | 15,395 | $122.5 萬 | 0.04% | 00.0% | 不變 |
| NBC Securities, Inc. | 15,366 | $122.3 萬 | 0.09% | −8,214−34.8% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,351 | $122.2 萬 | 0.57% | +15,351 | 新進 |
| Penobscot Investment Management Company, Inc. | 15,337 | $122.1 萬 | 0.10% | −2,000−11.5% | 減碼 |
| Cohen Capital Management, Inc. | 15,291 | $121.7 萬 | 0.19% | +1,135+8.0% | 加碼 |
| City National Bank of Florida | 15,290 | $121.7 萬 | 0.73% | +210+1.4% | 加碼 |
| Dickmeyer Boyce Financial Management, Inc. | 15,220 | $121.2 萬 | 0.71% | +15,220 | 新進 |
| Fragasso Group Inc. | 14,730 | $120.6 萬 | 0.07% | −10−0.1% | 減碼 |
| Strategic Investment Advisors | 15,135 | $120.5 萬 | 0.08% | +6,776+81.1% | 加碼 |
| Cane Capital Partners, LLC | 15,121 | $120.4 萬 | 0.53% | +12,110+402.2% | 加碼 |
| Lantz Financial LLC | 15,085 | $120.1 萬 | 0.25% | +104+0.7% | 加碼 |
| Forum Financial Management, LP | 15,073 | $120.0 萬 | 0.02% | −44,410−74.7% | 減碼 |
| Hills Bank & Trust Co | 15,052 | $119.8 萬 | 0.06% | −1,159−7.1% | 減碼 |
| Koshinski Asset Management, Inc. | 15,029 | $119.6 萬 | 0.07% | +353+2.4% | 加碼 |
| Principle Wealth Partners LLC | 15,026 | $119.6 萬 | 0.07% | +268+1.8% | 加碼 |
| Hutner Capital Management Inc | 14,987 | $119.3 萬 | 0.49% | −100−0.7% | 減碼 |
| Hexagon Capital Partners LLC | 14,974 | $119.2 萬 | 0.17% | +212+1.4% | 加碼 |
| Cornerstone Wealth Management, LLC | 14,963 | $119.1 萬 | 0.06% | −1,996−11.8% | 減碼 |
| Royal Fund Management, LLC | 13,848 | $118.9 萬 | 0.11% | −14,188−50.6% | 減碼 |
| Peak Asset Management, LLC | 14,846 | $118.2 萬 | 0.21% | −11,872−44.4% | 減碼 |
| Unique Wealth Strategies, LLC | 14,843 | $118.2 萬 | 0.48% | −5,196−25.9% | 減碼 |
| Lipe & Dalton | 14,838 | $118.1 萬 | 0.62% | 00.0% | 不變 |
| Spire Wealth Management | 14,821 | $118.0 萬 | 0.04% | −795−5.1% | 減碼 |
| Kirkwood Financial Services | 14,802 | $117.8 萬 | 0.40% | −75−0.5% | 減碼 |
| Sawyer & Company, Inc | 14,785 | $117.7 萬 | 0.45% | −225−1.5% | 減碼 |
| LMCG Investments, LLC | 14,742 | $117.4 萬 | 0.07% | −689−4.5% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 14,736 | $117.3 萬 | 0.02% | −602−3.9% | 減碼 |
| Davidson Trust Co | 14,731 | $117.3 萬 | 0.51% | −369−2.4% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 14,664 | $116.7 萬 | 0.20% | −576−3.8% | 減碼 |
| Continuum Advisory, LLC | 14,629 | $116.5 萬 | 0.11% | +170+1.2% | 加碼 |
| Quilter Plc | 14,621 | $116.4 萬 | 0.02% | −357−2.4% | 減碼 |
| Parkside Financial Bank & Trust | 14,598 | $116.2 萬 | 0.09% | +1,009+7.4% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 14,594 | $116.2 萬 | 0.15% | +535+3.8% | 加碼 |
| Brucke Financial, Inc. | 14,524 | $115.6 萬 | 0.59% | −575−3.8% | 減碼 |
| Boston Trust Walden Corp | 14,515 | $115.6 萬 | 0.01% | +1,000+7.4% | 加碼 |
| Sittner & Nelson, LLC | 14,364 | $114.4 萬 | 0.42% | −203−1.4% | 減碼 |
| Salem Investment Counselors Inc | 14,359 | $114.3 萬 | 0.03% | +739+5.4% | 加碼 |
| Knuff & Co LLC | 14,292 | $113.8 萬 | 0.34% | −2,400−14.4% | 減碼 |
| Becker Capital Management Inc | 14,268 | $113.6 萬 | 0.03% | −503−3.4% | 減碼 |
| 1st Source Bank | 14,205 | $113.1 萬 | 0.06% | +1,020+7.7% | 加碼 |
| Cyndeo Wealth Partners, LLC | 14,179 | $112.9 萬 | 0.06% | +201+1.4% | 加碼 |
| PCM Encore, LLC | 14,170 | $112.8 萬 | 0.23% | +1,085+8.3% | 加碼 |
| Gateway Wealth Partners, LLC | 14,155 | $112.7 萬 | 0.04% | +11,703+477.3% | 加碼 |
| Resonant Capital Advisors, LLC | 14,145 | $112.6 萬 | 0.06% | +1,187+9.2% | 加碼 |
| Nations Financial Group Inc, | 14,143 | $112.6 萬 | 0.06% | +50+0.4% | 加碼 |
| Abel Hall, LLC | 14,126 | $112.5 萬 | 0.24% | −5,460−27.9% | 減碼 |
| Themes Management Co LLC | 14,121 | $112.4 萬 | 0.69% | +2,109+17.6% | 加碼 |
| Summit Global Investments | 14,107 | $112.3 萬 | 0.07% | +11+0.1% | 加碼 |
| Telos Capital Management, Inc. | 14,056 | $111.9 萬 | 0.11% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 14,016 | $111.6 萬 | 0.09% | +277+2.0% | 加碼 |
| Wealth Alliance | 13,993 | $111.4 萬 | 0.11% | −951−6.4% | 減碼 |
| GatePass Capital, LLC | 13,974 | $111.2 萬 | 0.54% | +438+3.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 13,967 | $111.2 萬 | 0.05% | −591−4.1% | 減碼 |
| Round Hill Asset Management | 13,928 | $110.9 萬 | 0.73% | −762−5.2% | 減碼 |
| LifeSteps Financial, Inc. | 13,888 | $110.6 萬 | 0.70% | −28−0.2% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 13,886 | $110.5 萬 | 0.61% | +50+0.4% | 加碼 |
| Capital Markets Trading UK LLP | 13,885 | $110.5 萬 | 0.99% | +13,885 | 新進 |
| Jupiter Wealth Management LLC | 15,000 | $110.3 萬 | 0.44% | 00.0% | 不變 |
| Intrinsic Value Partners, LLC | 13,847 | $110.2 萬 | 0.85% | −496−3.5% | 減碼 |
| Berger Financial Group, Inc | 13,812 | $110.0 萬 | 0.06% | +1,070+8.4% | 加碼 |
| Quotient Wealth Partners, LLC | 13,805 | $109.9 萬 | 0.03% | −1,063−7.1% | 減碼 |
| Kanawha Capital Management LLC | 13,795 | $109.8 萬 | 0.08% | −990−6.7% | 減碼 |
| First National Bank Sioux Falls | 13,485 | $109.6 萬 | 0.30% | −908−6.3% | 減碼 |
| Chilton Investment Co LLC | 13,760 | $109.5 萬 | 0.03% | +28+0.2% | 加碼 |
| Lodestar Private Asset Management LLC | 13,757 | $109.5 萬 | 0.11% | +1,874+15.8% | 加碼 |
| Accurate Wealth Management, LLC | 12,768 | $109.1 萬 | 0.13% | +1,301+11.3% | 加碼 |
| WP Advisors, LLC | 13,689 | $109.0 萬 | 0.28% | +76+0.6% | 加碼 |
| J.Safra Asset Management Corp | 13,684 | $108.9 萬 | 0.06% | +60+0.4% | 加碼 |
| Empirical Asset Management, LLC | 13,678 | $108.9 萬 | 0.29% | +633+4.9% | 加碼 |
| Anchyra Partners LLC | 13,649 | $108.7 萬 | 0.33% | +316+2.4% | 加碼 |
| Neumann Capital Management, LLC | 13,622 | $108.4 萬 | 0.32% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 13,618 | $108.4 萬 | 0.22% | −72−0.5% | 減碼 |
| Segment Wealth Management, LLC | 13,572 | $108.0 萬 | 0.06% | −930−6.4% | 減碼 |
| Catalyst Financial Partners LLC | 13,559 | $107.9 萬 | 0.13% | +566+4.4% | 加碼 |
| M Holdings Securities, Inc. | 14,541 | $107.8 萬 | 0.07% | +3,882+36.4% | 加碼 |
| Bridgefront Capital, LLC | 13,527 | $107.7 萬 | 0.27% | +13,527 | 新進 |
| Magnolia Capital Advisors LLC | 13,521 | $107.6 萬 | 0.21% | +875+6.9% | 加碼 |
| PW Nova Financial Services LLC | 13,486 | $107.4 萬 | 0.27% | +13,486 | 新進 |
| Brooks, Moore & Associates, Inc. | 13,485 | $107.4 萬 | 0.54% | 00.0% | 不變 |
| Leonteq Securities AG | 13,483 | $107.3 萬 | 0.07% | −7,357−35.3% | 減碼 |
| Sather Financial Group Inc | 13,480 | $107.3 萬 | 0.07% | +323+2.5% | 加碼 |
| PDS Planning, Inc | 13,462 | $107.2 萬 | 0.07% | −283−2.1% | 減碼 |
| Quent Capital, LLC | 13,456 | $107.1 萬 | 0.08% | −725−5.1% | 減碼 |
| Rational Advisors LLC | 12,538 | $107.0 萬 | 0.11% | +7,247+137.0% | 加碼 |
| First Interstate Bank | 13,437 | $107.0 萬 | 0.06% | +528+4.1% | 加碼 |
| Fiduciary Financial Group, LLC | 13,409 | $106.8 萬 | 0.14% | −296−2.2% | 減碼 |
| Weatherly Asset Management L. P. | 13,401 | $106.7 萬 | 0.09% | +105+0.8% | 加碼 |
| Bridgewealth Advisory Group, LLC | 13,391 | $106.6 萬 | 0.22% | +14+0.1% | 加碼 |
| Tranquilli Financial Advisor LLC | 13,384 | $106.5 萬 | 0.62% | −1,831−12.0% | 減碼 |
| TBH Global Asset Management, LLC | 13,377 | $106.5 萬 | 0.21% | −1,328−9.0% | 減碼 |
| C2C Wealth Management, LLC | 13,267 | $105.6 萬 | 0.89% | +60.0% | 加碼 |
| BLI - Banque de Luxembourg Investments | 11,300 | $104.9 萬 | 0.03% | 00.0% | 不變 |
| Royal Capital Wealth Management, LLC | 13,159 | $104.8 萬 | 0.65% | +22+0.2% | 加碼 |
| LVW Advisors, LLC | 13,112 | $104.4 萬 | 0.10% | +2,615+24.9% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,104 | $104.3 萬 | 0.02% | +13,104 | 新進 |
| Stock Yards Bank & Trust Co | 13,095 | $104.2 萬 | 0.03% | +787+6.4% | 加碼 |