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 |
|---|---|---|---|---|---|
| Ewa, LLC | 6,271 | $49.9 萬 | 0.11% | +742+13.4% | 加碼 |
| Atlas Brown,Inc. | 6,255 | $49.8 萬 | 0.15% | +20+0.3% | 加碼 |
| Tucker Asset Management LLC | 6,253 | $49.8 萬 | 0.15% | −226−3.5% | 減碼 |
| Alpha Advisors, LLC | 6,236 | $49.6 萬 | 0.39% | −226−3.5% | 減碼 |
| Fortress Financial Group, LLC | 6,235 | $49.6 萬 | 0.37% | −90−1.4% | 減碼 |
| ASL Financial, LLC | 6,233 | $49.6 萬 | 0.40% | +14+0.2% | 加碼 |
| Grant Private Wealth Management Inc | 6,211 | $49.4 萬 | 0.26% | −119−1.9% | 減碼 |
| Jacobsen Capital Management | 6,198 | $49.3 萬 | 0.17% | −38−0.6% | 減碼 |
| Wedge Capital Management L L P | 6,193 | $49.3 萬 | 0.01% | +713+13.0% | 加碼 |
| V-Square Quantitative Management LLC | 6,190 | $49.3 萬 | 0.05% | +364+6.2% | 加碼 |
| Basepoint Wealth LLC | 6,178 | $49.2 萬 | 0.28% | −923−13.0% | 減碼 |
| Nwam LLC | 6,174 | $49.1 萬 | 0.03% | −121−1.9% | 減碼 |
| Indiana Trust & Investment Management CO | 6,170 | $49.1 萬 | 0.15% | +390+6.7% | 加碼 |
| First National Bank & Trust Co of Newtown | 6,159 | $49.0 萬 | 0.11% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 6,152 | $49.0 萬 | 0.04% | +15+0.2% | 加碼 |
| Sentinus, LLC | 6,145 | $48.9 萬 | 0.04% | −26−0.4% | 減碼 |
| Leo Wealth, LLC | 6,137 | $48.9 萬 | 0.04% | +157+2.6% | 加碼 |
| Basecamp Wealth Advisors LLC | 6,134 | $48.8 萬 | 0.10% | −42−0.7% | 減碼 |
| Baldwin Brothers Inc | 6,100 | $48.6 萬 | 0.04% | 00.0% | 不變 |
| RWM Asset Management, LLC | 6,091 | $48.5 萬 | 0.05% | +6,091 | 新進 |
| Steinberganna Wealth Management | 6,087 | $48.5 萬 | 0.23% | +52+0.9% | 加碼 |
| KWB Wealth | 5,199 | $48.5 萬 | 0.05% | −3,487−40.1% | 減碼 |
| Wealth Science Advisors LLC | 5,179 | $48.3 萬 | 0.27% | 00.0% | 不變 |
| Investment Research Partners LLC | 6,052 | $48.2 萬 | 0.20% | −14−0.2% | 減碼 |
| Western Pacific Wealth Management, LP | 6,050 | $48.2 萬 | 0.49% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 6,042 | $48.1 萬 | 0.21% | −78−1.3% | 減碼 |
| Procyon Private Wealth Partners, LLC | 6,037 | $48.1 萬 | 0.02% | +14+0.2% | 加碼 |
| Warwick Investment Management, Inc. | 6,033 | $48.0 萬 | 0.07% | +1,363+29.2% | 加碼 |
| Gradient Capital Advisors, LLC | 6,031 | $48.0 萬 | 0.12% | +15+0.2% | 加碼 |
| Alethea Capital Management, LLC | 6,030 | $48.0 萬 | 0.26% | +6,030 | 新進 |
| First National Bank of Hutchinson | 6,029 | $48.0 萬 | 0.31% | 00.0% | 不變 |
| tru Independence LLC | 6,041 | $48.0 萬 | 0.24% | +1,190+24.5% | 加碼 |
| Silvia McColl Wealth Management, LLC | 6,026 | $48.0 萬 | 0.32% | +41+0.7% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 6,022 | $47.9 萬 | 0.05% | −32−0.5% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 6,019 | $47.9 萬 | 0.18% | +3,437+133.1% | 加碼 |
| Compagnie Lombard Odier SCmA | 6,000 | $47.8 萬 | 0.01% | −250−4.0% | 減碼 |
| Acropolis Investment Management, LLC | 5,985 | $47.6 萬 | 0.02% | 00.0% | 不變 |
| Root Financial Partners, LLC | 5,978 | $47.6 萬 | 0.02% | −322−5.1% | 減碼 |
| Verus Capital Partners, LLC | 5,966 | $47.5 萬 | 0.03% | +37+0.6% | 加碼 |
| Lexington Hill Partners, LLC | 5,950 | $47.4 萬 | 0.27% | +167+2.9% | 加碼 |
| Canopy Partners, LLC | 5,948 | $47.4 萬 | 0.16% | −832−12.3% | 減碼 |
| Aull & Monroe Investment Management Corp | 5,947 | $47.3 萬 | 0.22% | 00.0% | 不變 |
| Intellectus Partners, LLC | 5,945 | $47.3 萬 | 0.10% | +5,945 | 新進 |
| Zullo Investment Group, Inc. | 5,939 | $47.3 萬 | 0.18% | −141−2.3% | 減碼 |
| Seamount Financial Group Inc | 5,933 | $47.2 萬 | 0.21% | +808+15.8% | 加碼 |
| CVFG LLC | 5,931 | $47.2 萬 | 0.06% | +5,931 | 新進 |
| Peak Retirement Planning, Inc. | 5,931 | $47.2 萬 | 0.10% | −964−14.0% | 減碼 |
| Quarry LP | 5,908 | $47.0 萬 | 0.09% | +804+15.8% | 加碼 |
| Narus Financial Partners, LLC | 5,900 | $47.0 萬 | 0.12% | −128−2.1% | 減碼 |
| Pioneer Trust Bank N A | 5,900 | $47.0 萬 | 0.11% | 00.0% | 不變 |
| Searle & Co. | 5,887 | $46.9 萬 | 0.12% | 00.0% | 不變 |
| Denver Wealth Management, Inc. | 5,884 | $46.8 萬 | 0.16% | +162+2.8% | 加碼 |
| Maia Wealth LLC | 5,867 | $46.7 萬 | 0.08% | −192−3.2% | 減碼 |
| MEMBERS Trust Co | 5,864 | $46.7 萬 | 0.02% | −6,966−54.3% | 減碼 |
| Silverlake Wealth Management LLC | 5,862 | $46.7 萬 | 0.10% | −7−0.1% | 減碼 |
| APCM Wealth Management for Individuals | 5,861 | $46.7 萬 | 0.06% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 5,855 | $46.6 萬 | 0.02% | +1,617+38.2% | 加碼 |
| Cornerstone Wealth Advisors, Inc. | 5,850 | $46.6 萬 | 0.11% | −900−13.3% | 減碼 |
| Generali Investments, Management Co LLC | 5,850 | $46.6 萬 | 0.11% | −12,271−67.7% | 減碼 |
| Peak Planning Group, LLC | 5,829 | $46.4 萬 | 0.13% | −2,297−28.3% | 減碼 |
| FLC Capital Advisors | 5,827 | $46.4 萬 | 0.08% | −10−0.2% | 減碼 |
| Evernest Financial Advisors, LLC | 5,742 | $46.3 萬 | 0.10% | −1,496−20.7% | 減碼 |
| Vann Equity Management LLC | 5,803 | $46.2 萬 | 0.33% | +5,803 | 新進 |
| Legacy Advisors, LLC | 5,800 | $46.2 萬 | 0.05% | −344−5.6% | 減碼 |
| Stiles Financial Services Inc | 5,798 | $46.2 萬 | 0.14% | +32+0.6% | 加碼 |
| Souders Financial Advisors | 5,784 | $46.0 萬 | 0.05% | +1,490+34.7% | 加碼 |
| Morris Financial Concepts, Inc. | 5,780 | $46.0 萬 | 0.16% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 5,764 | $45.9 萬 | 0.05% | +180+3.2% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,763 | $45.9 萬 | 0.08% | −1,419−19.8% | 減碼 |
| Regent Peak Wealth Advisors LLC | 5,762 | $45.9 萬 | 0.09% | +223+4.0% | 加碼 |
| Campion Asset Management LLC | 5,757 | $45.8 萬 | 0.31% | 00.0% | 不變 |
| First Citizens Financial Corp | 5,744 | $45.7 萬 | 0.22% | 00.0% | 不變 |
| Register Financial Advisors LLC | 5,739 | $45.7 萬 | 0.17% | +426+8.0% | 加碼 |
| G2 Capital Management, LLC | 5,738 | $45.7 萬 | 0.11% | −157−2.7% | 減碼 |
| BHK Investment Advisors, LLC | 5,720 | $45.5 萬 | 0.15% | +39+0.7% | 加碼 |
| 49 Wealth Management, LLC | 5,706 | $45.4 萬 | 0.03% | +382+7.2% | 加碼 |
| Colonial Trust Co | 5,670 | $45.1 萬 | 0.06% | +378+7.1% | 加碼 |
| Cascade Financial Partners, LLC | 5,663 | $45.1 萬 | 0.05% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 5,659 | $45.1 萬 | 0.02% | +5,659 | 新進 |
| XY Planning Network, Inc. | 5,579 | $45.0 萬 | 0.07% | +5,579 | 新進 |
| Bedell Frazier Investment Counseling, LLC | 5,637 | $44.9 萬 | 0.09% | +6+0.1% | 加碼 |
| Bradyco, Inc. | 5,630 | $44.8 萬 | 0.35% | 00.0% | 不變 |
| Hayek Kallen Investment Management | 5,625 | $44.8 萬 | 0.15% | +5,625 | 新進 |
| Thompson Investment Management, Inc. | 5,609 | $44.7 萬 | 0.06% | +162+3.0% | 加碼 |
| Genesis Private Wealth, LLC | 5,596 | $44.5 萬 | 0.14% | +94+1.7% | 加碼 |
| KG&L Capital Management,LLC | 7,663 | $44.3 萬 | 0.32% | −2,886−27.4% | 減碼 |
| Traveka Wealth, LLC | 5,548 | $44.2 萬 | 0.17% | −174−3.0% | 減碼 |
| True Vision MN LLC | 5,535 | $44.1 萬 | 0.23% | +632+12.9% | 加碼 |
| Regal Investment Advisors LLC | 5,535 | $44.1 萬 | 0.03% | +16+0.3% | 加碼 |
| Icapital Wealth LLC | 5,530 | $44.0 萬 | 0.26% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 5,502 | $43.8 萬 | 0.13% | −691−11.2% | 減碼 |
| Nichols & Pratt Advisers LLP | 5,500 | $43.8 萬 | 0.03% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 5,489 | $43.7 萬 | 0.15% | −120−2.1% | 減碼 |
| Triasima Portfolio Management inc. | 5,478 | $43.6 萬 | 0.07% | −552−9.2% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 5,460 | $43.5 萬 | 0.07% | +22+0.4% | 加碼 |
| Howard Capital Management Group, LLC | 5,450 | $43.4 萬 | 0.03% | +500+10.1% | 加碼 |
| Horst & Graben Wealth Management LLC | 5,376 | $43.3 萬 | 0.06% | +2,175+67.9% | 加碼 |
| Quantum Financial Advisors, LLC | 5,424 | $43.2 萬 | 0.05% | +401+8.0% | 加碼 |
| Fruth Investment Management | 5,418 | $43.1 萬 | 0.11% | 00.0% | 不變 |
| Arcataur Capital Management LLC | 5,406 | $43.0 萬 | 0.12% | +70+1.3% | 加碼 |