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 |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 8,194 | $65.2 萬 | 0.14% | +713+9.5% | 加碼 |
| Bouchey Financial Group Ltd | 7,576 | $65.2 萬 | 0.05% | −16−0.2% | 減碼 |
| Sunflower Bank, N.A. | 8,185 | $65.2 萬 | 0.17% | −85−1.0% | 減碼 |
| Wealth Architects, LLC | 8,163 | $65.0 萬 | 0.06% | −92−1.1% | 減碼 |
| WSFS Capital Management, LLC | 8,157 | $64.9 萬 | 0.03% | +2,695+49.3% | 加碼 |
| CFO4Life Group, LLC | 8,070 | $64.2 萬 | 0.10% | +873+12.1% | 加碼 |
| First Foundation Advisors | 8,053 | $64.1 萬 | 0.03% | +504+6.7% | 加碼 |
| Old West Investment Management, LLC | 8,037 | $64.0 萬 | 0.07% | 00.0% | 不變 |
| STAR Financial Bank | 8,007 | $63.7 萬 | 0.30% | +3,468+76.4% | 加碼 |
| Oak Grove Capital LLC | 8,000 | $63.7 萬 | 0.11% | −1,493−15.7% | 減碼 |
| Parkside Investments, LLC | 8,000 | $63.7 萬 | 0.08% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 7,991 | $63.6 萬 | 0.10% | +421+5.6% | 加碼 |
| Elyxium Wealth, LLC | 7,982 | $63.5 萬 | 0.20% | +295+3.8% | 加碼 |
| Wood Tarver Financial Group, LLC | 7,971 | $63.4 萬 | 0.18% | +217+2.8% | 加碼 |
| Plan A Wealth LLC | 7,932 | $63.1 萬 | 0.30% | −79−1.0% | 減碼 |
| Kagan Cocozza Asset Management | 7,918 | $63.0 萬 | 0.44% | −290−3.5% | 減碼 |
| Claro Advisors LLC | 7,897 | $62.9 萬 | 0.08% | +87+1.1% | 加碼 |
| FourThought Financial Partners, LLC | 7,895 | $62.9 萬 | 0.05% | −630−7.4% | 減碼 |
| Annex Advisory Services, LLC | 7,884 | $62.8 萬 | 0.01% | +470+6.3% | 加碼 |
| Facet Wealth, Inc. | 7,837 | $62.4 萬 | 0.01% | −328−4.0% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 7,822 | $62.3 萬 | 0.19% | −1,046−11.8% | 減碼 |
| Altfest L J & Co Inc | 7,819 | $62.3 萬 | 0.07% | −2,474−24.0% | 減碼 |
| Elevate Wealth Advisory, Inc | 7,808 | $62.2 萬 | 0.39% | +33+0.4% | 加碼 |
| First Western Trust Bank | 7,803 | $62.1 萬 | 0.03% | −5−0.1% | 減碼 |
| SageView Advisory Group, LLC | 7,798 | $62.1 萬 | 0.02% | −5,381−40.8% | 減碼 |
| ZEGA Investments, LLC | 7,763 | $61.8 萬 | 0.12% | −6−0.1% | 減碼 |
| First Pacific Financial | 7,748 | $61.7 萬 | 0.08% | +552+7.7% | 加碼 |
| Equitable Trust Co | 7,734 | $61.6 萬 | 0.03% | −112−1.4% | 減碼 |
| Morris Retirement Advisors, LLC | 7,732 | $61.6 萬 | 0.25% | +419+5.7% | 加碼 |
| MONECO Advisors, LLC | 7,709 | $61.4 萬 | 0.05% | −148−1.9% | 減碼 |
| Glaxis Capital Management, LLC | 7,697 | $61.3 萬 | 0.77% | −30,000−79.6% | 減碼 |
| Summit Asset Management, LLC | 7,695 | $61.3 萬 | 0.09% | −60−0.8% | 減碼 |
| Institute for Wealth Management, LLC. | 7,688 | $61.2 萬 | 0.07% | −16−0.2% | 減碼 |
| Radnor Capital Management, LLC | 7,686 | $61.2 萬 | 0.09% | 00.0% | 不變 |
| Monarch Capital Management Inc | 7,684 | $61.2 萬 | 0.15% | −1,285−14.3% | 減碼 |
| MBL Wealth, LLC | 7,675 | $61.1 萬 | 0.05% | +385+5.3% | 加碼 |
| DKM Wealth Management, Inc. | 7,669 | $61.1 萬 | 0.44% | +51+0.7% | 加碼 |
| New Republic Capital, LLC | 7,648 | $60.9 萬 | 0.21% | −5,074−39.9% | 減碼 |
| Heritage Investment Group, Inc. | 7,639 | $60.8 萬 | 0.09% | −270−3.4% | 減碼 |
| Global Assets Advisory, LLC | 7,632 | $60.8 萬 | 0.19% | +302+4.1% | 加碼 |
| Mosaic Financial Group, LLC | 7,618 | $60.6 萬 | 0.43% | +45+0.6% | 加碼 |
| TCTC Holdings, LLC | 7,607 | $60.6 萬 | 0.02% | +17+0.2% | 加碼 |
| Coastwise Capital Group, LLC | 7,606 | $60.6 萬 | 0.34% | −4,004−34.5% | 減碼 |
| Marble Wealth, LLC | 7,587 | $60.4 萬 | 0.11% | −5,306−41.2% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,580 | $60.3 萬 | 0.20% | −670−8.1% | 減碼 |
| SilverOak Wealth Management LLC | 7,579 | $60.3 萬 | 0.10% | −223−2.9% | 減碼 |
| Capital Advisors Inc | 7,558 | $60.2 萬 | 0.01% | +1,127+17.5% | 加碼 |
| DV Trading LLC | 7,547 | $60.1 萬 | 0.05% | +6,544+652.4% | 加碼 |
| Winthrop Capital Management, LLC | 7,540 | $60.0 萬 | 0.15% | −20−0.3% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 7,535 | $60.0 萬 | 0.15% | +112+1.5% | 加碼 |
| Dorato Capital Management | 7,085 | $60.0 萬 | 0.44% | 00.0% | 不變 |
| Hardy Reed LLC | 7,521 | $59.9 萬 | 0.04% | −591−7.3% | 減碼 |
| Weaver Consulting Group | 7,511 | $59.8 萬 | 0.14% | +68+0.9% | 加碼 |
| CVA Family Office, LLC | 7,496 | $59.7 萬 | 0.06% | +1,071+16.7% | 加碼 |
| Atala Financial Inc | 7,394 | $59.5 萬 | 0.40% | −459−5.8% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 7,473 | $59.5 萬 | 0.15% | −272−3.5% | 減碼 |
| Oxford Financial Group Ltd | 7,467 | $59.4 萬 | 0.03% | +799+12.0% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 7,450 | $59.3 萬 | 0.01% | −514−6.5% | 減碼 |
| Cardinal Point Capital Management, ULC | 7,445 | $59.3 萬 | 0.04% | +2,770+59.3% | 加碼 |
| DRW Securities, LLC | 7,552 | $59.2 萬 | 0.03% | −23,846−75.9% | 減碼 |
| Keystone Financial Group | 7,426 | $59.2 萬 | 0.04% | +425+6.1% | 加碼 |
| BlueStem Wealth Partners, LLC | 7,424 | $59.1 萬 | 0.07% | −138−1.8% | 減碼 |
| Bull Oak Capital, LLC | 7,409 | $59.0 萬 | 0.23% | +7,409 | 新進 |
| Spinnaker Trust | 7,407 | $59.0 萬 | 0.03% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 7,401 | $58.9 萬 | 0.02% | +274+3.8% | 加碼 |
| Tactive Advisors, LLC | 7,367 | $58.6 萬 | 0.17% | −274−3.6% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 7,365 | $58.6 萬 | 0.08% | −54−0.7% | 減碼 |
| Crusonia Wealth Advisors LLC | 7,362 | $58.6 萬 | 0.12% | +184+2.6% | 加碼 |
| Tradewinds Capital Management, LLC | 7,361 | $58.6 萬 | 0.12% | +12+0.2% | 加碼 |
| E&G Advisors, LP | 7,357 | $58.6 萬 | 0.13% | +5+0.1% | 加碼 |
| Verum Partners LLC | 7,353 | $58.5 萬 | 0.11% | −43−0.6% | 減碼 |
| Pacifica Capital Investments, LLC | 7,335 | $58.4 萬 | 0.20% | 00.0% | 不變 |
| Lakeside Advisors, INC. | 7,325 | $58.3 萬 | 0.39% | −200−2.7% | 減碼 |
| EFG International AG | 7,317 | $58.3 萬 | 0.01% | +1,201+19.6% | 加碼 |
| Papp L Roy & Associates | 7,310 | $58.2 萬 | 0.07% | 00.0% | 不變 |
| Analyst IMS Investment Management Services Ltd. | 7,289 | $58.1 萬 | 0.02% | −2,900−28.5% | 減碼 |
| OneAscent Wealth Management LLC | 7,292 | $58.1 萬 | 0.19% | −198−2.6% | 減碼 |
| Magnus Financial Group LLC | 7,287 | $58.0 萬 | 0.05% | −114−1.5% | 減碼 |
| Riverbend Wealth Management, LLC | 7,282 | $58.0 萬 | 0.36% | +3,396+87.4% | 加碼 |
| Tributary Capital Management, LLC | 7,280 | $58.0 萬 | 0.06% | −175−2.3% | 減碼 |
| Howe & Rusling Inc | 7,255 | $57.8 萬 | 0.04% | −394−5.2% | 減碼 |
| Amarillo National Bank | 7,241 | $57.6 萬 | 0.10% | +7,241 | 新進 |
| Ironwood Investment Counsel, LLC | 7,238 | $57.6 萬 | 0.08% | +30.0% | 加碼 |
| Engineers Gate Manager LP | 7,234 | $57.6 萬 | 0.01% | −3,407−32.0% | 減碼 |
| Mengis Capital Management, Inc. | 7,221 | $57.5 萬 | 0.10% | −296−3.9% | 減碼 |
| Alpha Family Trust | 7,220 | $57.5 萬 | 0.28% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 7,204 | $57.4 萬 | 0.12% | −1,552−17.7% | 減碼 |
| Oxford Asset Management LLP | 7,202 | $57.3 萬 | 0.23% | +7,202 | 新進 |
| Lincoln Capital LLC | 7,201 | $57.3 萬 | 0.11% | +20.0% | 加碼 |
| SlateStone Wealth, LLC | 7,167 | $57.1 萬 | 0.05% | +7,167 | 新進 |
| Cassaday & Co Wealth Management LLC | 7,165 | $57.0 萬 | 0.01% | −665−8.5% | 減碼 |
| Sippican Capital Advisors | 7,165 | $57.0 萬 | 0.39% | −210−2.8% | 減碼 |
| Lynch & Associates | 7,163 | $57.0 萬 | 0.11% | +450+6.7% | 加碼 |
| VSM Wealth Advisory, LLC | 7,161 | $57.0 萬 | 0.17% | +1,735+32.0% | 加碼 |
| Delta Investment Management, LLC | 7,143 | $56.9 萬 | 0.10% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 7,135 | $56.8 萬 | 0.08% | −650−8.3% | 減碼 |
| Convergence Financial, LLC | 7,132 | $56.8 萬 | 0.06% | +3,458+94.1% | 加碼 |
| Birchwood Financial Partners, Inc. | 7,125 | $56.7 萬 | 0.55% | −75−1.0% | 減碼 |
| Maltese Capital Management LLC | 7,124 | $56.7 萬 | 0.11% | −51,376−87.8% | 減碼 |
| Douglas Lane & Associates, LLC | 7,123 | $56.7 萬 | 0.01% | −541−7.1% | 減碼 |