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 |
|---|---|---|---|---|---|
| Wilson & Boucher Capital Management, LLC | 11,095 | $88.3 萬 | 0.59% | +100+0.9% | 加碼 |
| Rockland Trust Co | 11,059 | $88.0 萬 | 0.04% | +37+0.3% | 加碼 |
| StoneX Group Inc. | 11,040 | $87.9 萬 | 0.05% | −4,491−28.9% | 減碼 |
| Wealthspan Partners, LLC | 11,024 | $87.8 萬 | 0.31% | −288−2.5% | 減碼 |
| Clarendon Private LLC | 11,015 | $87.7 萬 | 0.67% | −1,812−14.1% | 減碼 |
| West Michigan Advisors, LLC | 11,007 | $87.6 萬 | 0.19% | +2,972+37.0% | 加碼 |
| Greatmark Investment Partners, Inc. | 11,003 | $87.6 萬 | 0.10% | −870−7.3% | 減碼 |
| Pointe Capital Management LLC | 10,967 | $87.3 萬 | 0.43% | −465−4.1% | 減碼 |
| DMG Group, LLC | 10,966 | $87.3 萬 | 0.59% | −15−0.1% | 減碼 |
| Larry Mathis Financial Planning, LLC | 10,953 | $87.2 萬 | 0.78% | −246−2.2% | 減碼 |
| Alliance Wealth Advisors, LLC | 10,936 | $87.1 萬 | 0.41% | +238+2.2% | 加碼 |
| Signature Estate & Investment Advisors LLC | 10,934 | $87.0 萬 | 0.02% | +1,356+14.2% | 加碼 |
| Destination Wealth Management | 10,913 | $86.9 萬 | 0.02% | +6,202+131.6% | 加碼 |
| Gladius Capital Management LP | 10,906 | $86.8 萬 | 0.66% | +8,143+294.7% | 加碼 |
| Bayban | 10,886 | $86.7 萬 | 0.75% | −100−0.9% | 減碼 |
| Element Wealth, LLC | 10,869 | $86.5 萬 | 0.36% | −232−2.1% | 減碼 |
| Pacific Center for Financial Services | 10,845 | $86.3 萬 | 0.22% | −830−7.1% | 減碼 |
| Aspen Investment Management Inc | 10,838 | $86.3 萬 | 0.26% | +100+0.9% | 加碼 |
| Family Legacy, Inc. | 10,837 | $86.3 萬 | 0.26% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 10,826 | $86.2 萬 | 0.08% | −10,435−49.1% | 減碼 |
| Quadrant Private Wealth Management, LLC | 10,819 | $86.1 萬 | 0.13% | +148+1.4% | 加碼 |
| Wimmer Associates 1, LLC | 10,814 | $86.1 萬 | 0.42% | 00.0% | 不變 |
| Krilogy Financial LLC | 10,581 | $86.0 萬 | 0.03% | +838+8.6% | 加碼 |
| Pettyjohn, Wood & White, Inc | 10,744 | $85.5 萬 | 0.14% | −319−2.9% | 減碼 |
| Zhang Financial LLC | 10,739 | $85.5 萬 | 0.03% | +8,247+330.9% | 加碼 |
| Flagstone Financial Management | 10,738 | $85.5 萬 | 0.21% | −1,108−9.4% | 減碼 |
| MidFirst Bank | 10,736 | $85.5 萬 | 0.07% | +72+0.7% | 加碼 |
| First City Capital Management, Inc. | 10,711 | $85.3 萬 | 0.45% | −850−7.4% | 減碼 |
| PFW Advisors LLC | 10,710 | $85.3 萬 | 0.27% | 00.0% | 不變 |
| Tradewinds, LLC. | 10,540 | $85.2 萬 | 0.27% | +2,013+23.6% | 加碼 |
| IVC Wealth Advisors LLC | 10,683 | $85.0 萬 | 0.37% | −8−0.1% | 減碼 |
| Trask Adam Roland | 10,675 | $85.0 萬 | 0.80% | +10,675 | 新進 |
| Tyche Wealth Partners LLC | 10,646 | $84.8 萬 | 0.13% | +76+0.7% | 加碼 |
| Hikari Tsushin, Inc. | 10,631 | $84.6 萬 | 0.06% | 00.0% | 不變 |
| Entruity Wealth, LLC | 10,626 | $84.6 萬 | 0.57% | −565−5.0% | 減碼 |
| Carrera Capital Advisors | 10,625 | $84.6 萬 | 0.13% | −136−1.3% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 10,612 | $84.5 萬 | 0.02% | −1,454−12.1% | 減碼 |
| Thrive Wealth Management, LLC | 10,544 | $83.9 萬 | 0.13% | −1,228−10.4% | 減碼 |
| Klingman & Associates, LLC | 10,504 | $83.6 萬 | 0.04% | −427−3.9% | 減碼 |
| Walsky Investment Management, Inc. | 10,492 | $83.5 萬 | 0.85% | +1,034+10.9% | 加碼 |
| PCB Capital LLC | 10,467 | $83.3 萬 | 1.31% | +58+0.6% | 加碼 |
| SPWM Advisors LLC | 11,075 | $83.3 萬 | 0.72% | −1,398−11.2% | 減碼 |
| Defiance ETFs, LLC | 10,447 | $83.2 萬 | 0.01% | +10,447 | 新進 |
| Baker Tilly Wealth Management, LLC | 10,440 | $83.1 萬 | 0.20% | +265+2.6% | 加碼 |
| Numerai GP LLC | 10,395 | $82.8 萬 | 0.08% | +10,395 | 新進 |
| Peoples Financial Services Corp. | 10,388 | $82.7 萬 | 0.39% | −230−2.2% | 減碼 |
| Liberty Wealth Management LLC | 10,377 | $82.6 萬 | 0.10% | −368−3.4% | 減碼 |
| Northbridge Financial Group, LLC | 9,533 | $82.6 萬 | 0.36% | −311−3.2% | 減碼 |
| Studio Investment Management LLC | 10,369 | $82.5 萬 | 0.15% | −455−4.2% | 減碼 |
| Evoke Wealth, LLC | 10,363 | $82.5 萬 | 0.02% | −196−1.9% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,323 | $82.2 萬 | 0.07% | +2,183+26.8% | 加碼 |
| Elevated Capital Advisors, LLC | 10,279 | $81.8 萬 | 0.21% | +7,937+338.9% | 加碼 |
| J. Safra Sarasin Holding AG | 10,265 | $81.7 萬 | 0.01% | +5,016+95.6% | 加碼 |
| Westover Capital Advisors, LLC | 10,247 | $81.6 萬 | 0.15% | 00.0% | 不變 |
| Montecito Bank & Trust | 10,237 | $81.5 萬 | 0.13% | 00.0% | 不變 |
| Waddell & Associates, LLC | 10,221 | $81.4 萬 | 0.05% | +1,836+21.9% | 加碼 |
| Indivisible Partners | 10,179 | $81.0 萬 | 0.07% | +309+3.1% | 加碼 |
| Strategic Blueprint, LLC | 10,172 | $81.0 萬 | 0.05% | +634+6.6% | 加碼 |
| TRB Wealth Management, LLC | 10,112 | $80.5 萬 | 0.11% | +10,112 | 新進 |
| 180 Wealth Advisors, LLC | 10,094 | $80.4 萬 | 0.09% | −250−2.4% | 減碼 |
| Webster Bank, N. A. | 10,092 | $80.3 萬 | 0.08% | 00.0% | 不變 |
| First Fiduciary Investment Counsel, Inc. | 10,070 | $80.2 萬 | 0.16% | 00.0% | 不變 |
| Blue Rock Wealth Management LLC | 10,057 | $80.1 萬 | 0.51% | 00.0% | 不變 |
| KPP Advisory Services LLC | 10,055 | $80.0 萬 | 0.12% | +465+4.8% | 加碼 |
| Wrapmanager Inc | 10,039 | $79.9 萬 | 0.28% | −322−3.1% | 減碼 |
| BIP Wealth, LLC | 10,026 | $79.8 萬 | 0.03% | −2,024−16.8% | 減碼 |
| Woodmont Investment Counsel LLC | 10,024 | $79.8 萬 | 0.05% | +72+0.7% | 加碼 |
| Parsons Capital Management Inc | 10,004 | $79.6 萬 | 0.04% | +4,550+83.4% | 加碼 |
| Fort Point Capital Partners LLC | 9,988 | $79.5 萬 | 0.11% | +4,262+74.4% | 加碼 |
| Venturi Wealth Management, LLC | 9,989 | $79.5 萬 | 0.04% | +781+8.5% | 加碼 |
| Harmony Asset Management LLC | 9,972 | $79.4 萬 | 0.24% | −60−0.6% | 減碼 |
| Zuckerman Investment Group, LLC | 9,968 | $79.4 萬 | 0.07% | 00.0% | 不變 |
| Weaver Capital Management LLC | 9,961 | $79.3 萬 | 0.17% | +413+4.3% | 加碼 |
| Avanza Fonder AB | 9,961 | $79.3 萬 | 0.02% | 00.0% | 不變 |
| Holistic Planning, LLC | 9,936 | $79.1 萬 | 0.16% | −167−1.7% | 減碼 |
| Davis R M Inc | 9,906 | $78.9 萬 | 0.01% | +735+8.0% | 加碼 |
| Csenge Advisory Group | 9,896 | $78.8 萬 | 0.04% | −2,210−18.3% | 減碼 |
| Income Insurance Ltd | 9,870 | $78.6 萬 | 0.53% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 9,850 | $78.4 萬 | 0.35% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 9,834 | $78.3 萬 | 0.12% | +5,724+139.3% | 加碼 |
| West Bancorporation Inc | 9,826 | $78.2 萬 | 0.39% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,804 | $78.1 萬 | 0.10% | −77−0.8% | 減碼 |
| Agf Management Ltd | 9,793 | $78.0 萬 | 0.00% | −15,306−61.0% | 減碼 |
| Sendero Wealth Management, LLC | 9,780 | $77.9 萬 | 0.09% | −290−2.9% | 減碼 |
| West Family Investments, Inc. | 9,742 | $77.6 萬 | 0.27% | −6,537−40.2% | 減碼 |
| Manske Wealth Management | 9,681 | $77.1 萬 | 0.22% | −200−2.0% | 減碼 |
| G&S Capital LLC | 9,680 | $77.1 萬 | 0.27% | +22+0.2% | 加碼 |
| Boit C F David | 9,660 | $76.9 萬 | 0.34% | −859−8.2% | 減碼 |
| Monetary Management Group Inc | 9,645 | $76.8 萬 | 0.18% | 00.0% | 不變 |
| Athena Investment Management | 9,635 | $76.7 萬 | 0.40% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 9,632 | $76.7 萬 | 0.05% | +1,493+18.3% | 加碼 |
| Rexford Capital Inc | 9,630 | $76.7 萬 | 0.55% | +56+0.6% | 加碼 |
| Focused Wealth Management, Inc | 9,625 | $76.6 萬 | 0.08% | +5,161+115.6% | 加碼 |
| Mach-1 Financial Group, Inc. | 9,621 | $76.6 萬 | 0.27% | −31,786−76.8% | 減碼 |
| Van Strum & Towne Inc. | 9,621 | $76.6 萬 | 0.22% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 9,611 | $76.5 萬 | 0.17% | +6,257+186.6% | 加碼 |
| Monticello Wealth Management, LLC | 9,587 | $76.3 萬 | 0.05% | −305−3.1% | 減碼 |
| Storgate, LLC | 9,586 | $76.3 萬 | 0.60% | −56−0.6% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 9,580 | $76.2 萬 | 0.23% | +42+0.4% | 加碼 |
| Valley National Advisers Inc | 9,577 | $76.1 萬 | 0.10% | −187−1.9% | 減碼 |