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 |
|---|---|---|---|---|---|
| Paragon Private Wealth Management, LLC | 3,663 | $29.2 萬 | 0.09% | −294−7.4% | 減碼 |
| Carbahal Olsen Financial Services Group, LLC | 3,660 | $29.1 萬 | 0.23% | −12−0.3% | 減碼 |
| Lifelong Wealth Advisors, Inc. | 3,647 | $29.0 萬 | 0.08% | +2+0.1% | 加碼 |
| Asset Dedication, LLC | 3,637 | $29.0 萬 | 0.02% | −748−17.1% | 減碼 |
| Clear Creek Financial Management, LLC | 3,635 | $28.9 萬 | 0.02% | +156+4.5% | 加碼 |
| Motive Wealth Advisors | 3,629 | $28.9 萬 | 0.14% | −40−1.1% | 減碼 |
| Nolet Wealth Management, LLC | 3,626 | $28.9 萬 | 0.16% | −71−1.9% | 減碼 |
| Cascades Capital Asset Management, LLC | 3,625 | $28.9 萬 | 0.12% | −2,251−38.3% | 減碼 |
| Financial Connections Group, Inc. | 3,624 | $28.8 萬 | 0.10% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 3,616 | $28.8 萬 | 0.09% | +53+1.5% | 加碼 |
| HC Advisors, LLC | 3,611 | $28.8 萬 | 0.19% | +326+9.9% | 加碼 |
| Verity & Verity, LLC | 3,605 | $28.7 萬 | 0.02% | 00.0% | 不變 |
| Trust Co of Virginia | 3,601 | $28.7 萬 | 0.02% | −675−15.8% | 減碼 |
| Ayrshire Capital Management LLC | 3,600 | $28.7 萬 | 0.15% | −1,593−30.7% | 減碼 |
| Ethos Financial Group, LLC | 3,569 | $28.6 萬 | 0.02% | +516+16.9% | 加碼 |
| Navis Wealth Advisors, LLC | 3,580 | $28.5 萬 | 0.15% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 3,579 | $28.5 萬 | 0.06% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 3,577 | $28.5 萬 | 0.00% | −47,051−92.9% | 減碼 |
| Emergent Wealth Advisors, LLC | 3,564 | $28.4 萬 | 0.17% | +353+11.0% | 加碼 |
| Stonebridge Financial Group, LLC | 3,560 | $28.3 萬 | 0.02% | +1,149+47.7% | 加碼 |
| Crewe Advisors LLC | 3,558 | $28.3 萬 | 0.02% | +143+4.2% | 加碼 |
| Wedgewood Investors Inc | 3,543 | $28.2 萬 | 0.32% | 00.0% | 不變 |
| Boston Family Office LLC | 3,548 | $28.2 萬 | 0.02% | +125+3.7% | 加碼 |
| Retirement Planning Group | 3,527 | $28.1 萬 | 0.01% | +242+7.4% | 加碼 |
| BetterWealth, LLC | 3,526 | $28.1 萬 | 0.06% | +21+0.6% | 加碼 |
| BSW Wealth Partners | 3,523 | $28.0 萬 | 0.03% | +62+1.8% | 加碼 |
| Capital Advisors, Ltd. LLC | 3,514 | $28.0 萬 | 0.03% | +112+3.3% | 加碼 |
| Powers Advisory Group, LLC | 3,513 | $28.0 萬 | 0.10% | +3+0.1% | 加碼 |
| Cohen & Steers, Inc. | 3,500 | $27.9 萬 | 0.00% | +800+29.6% | 加碼 |
| Five Oceans Advisors | 3,500 | $27.9 萬 | 0.10% | −52−1.5% | 減碼 |
| Custom Index Systems, LLC | 3,500 | $27.9 萬 | 0.12% | 00.0% | 不變 |
| Tobias Financial Advisors, Inc. | 3,499 | $27.9 萬 | 0.04% | −602−14.7% | 減碼 |
| D'Orazio & Associates, Inc. | 3,498 | $27.8 萬 | 0.04% | +20+0.6% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 3,496 | $27.8 萬 | 0.08% | −226−6.1% | 減碼 |
| HBK Investments L P | 3,492 | $27.8 萬 | 0.00% | +3,492 | 新進 |
| McMill Wealth Management | 3,491 | $27.8 萬 | 0.07% | 00.0% | 不變 |
| Centennial Wealth Advisory LLC | 3,483 | $27.7 萬 | 0.07% | −720−17.1% | 減碼 |
| Northstar Group, Inc. | 3,482 | $27.7 萬 | 0.04% | +12+0.3% | 加碼 |
| Beaumont Financial Advisors, LLC | 3,477 | $27.7 萬 | 0.02% | −153−4.2% | 減碼 |
| Wealthquest Corp | 3,475 | $27.7 萬 | 0.02% | −717−17.1% | 減碼 |
| Sprinkle Financial Consultants LLC | 3,473 | $27.6 萬 | 0.13% | −35−1.0% | 減碼 |
| Goldstein Advisors, LLC | 3,472 | $27.6 萬 | 0.03% | +431+14.2% | 加碼 |
| SFE Investment Counsel | 3,468 | $27.6 萬 | 0.04% | 00.0% | 不變 |
| Vaughan David Investments LLC | 3,470 | $27.6 萬 | 0.01% | +10.0% | 加碼 |
| New World Advisors LLC | 3,456 | $27.5 萬 | 0.05% | −352−9.2% | 減碼 |
| Vistica Wealth Advisors, LLC | 3,453 | $27.5 萬 | 0.27% | +164+5.0% | 加碼 |
| Chris Bulman Inc | 3,450 | $27.5 萬 | 0.12% | +3,450 | 新進 |
| Verus Financial Partners, Inc. | 3,377 | $27.4 萬 | 0.02% | +710+26.6% | 加碼 |
| DB&C Advisors, LLC | 3,439 | $27.4 萬 | 0.36% | +13+0.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,436 | $27.4 萬 | 0.01% | −30−0.9% | 減碼 |
| Eagle Wealth Strategies LLC | 3,430 | $27.3 萬 | 0.12% | −95−2.7% | 減碼 |
| Asset Planning,Inc | 3,429 | $27.3 萬 | 0.19% | +213+6.6% | 加碼 |
| Rise Advisors, LLC | 3,384 | $27.3 萬 | 0.10% | −79−2.3% | 減碼 |
| Symphony Financial, Ltd. Co. | 3,494 | $27.3 萬 | 0.04% | −907−20.6% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 3,422 | $27.2 萬 | 0.09% | +375+12.3% | 加碼 |
| Prosperity Bancshares Inc | 3,415 | $27.2 萬 | 0.22% | −817−19.3% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 3,412 | $27.2 萬 | 0.05% | −2,946−46.3% | 減碼 |
| Wilian Securities, LLC | 3,405 | $27.1 萬 | 0.66% | −13−0.4% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 3,400 | $27.1 萬 | 0.26% | −400−10.5% | 減碼 |
| Oakworth Capital, Inc. | 3,396 | $27.0 萬 | 0.01% | +4+0.1% | 加碼 |
| BCR Wealth Strategies, LLC | 3,401 | $27.0 萬 | 0.08% | −382−10.1% | 減碼 |
| Consilio Wealth Advisors, LLC | 3,391 | $27.0 萬 | 0.08% | −145−4.1% | 減碼 |
| Lionshead Wealth Management, LLC | 3,391 | $27.0 萬 | 0.20% | −82−2.4% | 減碼 |
| Affinity Capital Advisors, LLC | 3,384 | $26.9 萬 | 0.04% | +116+3.5% | 加碼 |
| Solidarilty Wealth, LLC | 3,376 | $26.9 萬 | 0.05% | +3,376 | 新進 |
| Omnia Family Wealth, LLC | 3,370 | $26.8 萬 | 0.08% | −1,070−24.1% | 減碼 |
| Scott Capital Advisors, LLC | 3,129 | $26.7 萬 | 0.05% | −16−0.5% | 減碼 |
| ESL Trust Services, LLC | 3,352 | $26.7 萬 | 0.05% | 00.0% | 不變 |
| Index Fund Advisors, Inc. | 3,351 | $26.7 萬 | 0.01% | −9−0.3% | 減碼 |
| Avenue 1 Advisors, LLC | 3,346 | $26.6 萬 | 0.08% | −47−1.4% | 減碼 |
| Consolidated Planning Corp | 3,345 | $26.6 萬 | 0.04% | −786−19.0% | 減碼 |
| Fortress Private Ledger, LLC | 3,331 | $26.5 萬 | 0.08% | −13,908−80.7% | 減碼 |
| BXM Wealth LLC | 3,324 | $26.5 萬 | 0.20% | −224−6.3% | 減碼 |
| Core Wealth Partners LLC | 3,322 | $26.4 萬 | 0.12% | −17−0.5% | 減碼 |
| QTR Family Wealth, LLC | 3,228 | $26.4 萬 | 0.11% | +645+25.0% | 加碼 |
| Ullmann Financial Group, Inc. | 3,312 | $26.4 萬 | 0.03% | −927−21.9% | 減碼 |
| CFS Investment Advisory Services, LLC | 3,236 | $26.3 萬 | 0.02% | +3,236 | 新進 |
| Cedar Point Capital Partners, LLC | 3,307 | $26.3 萬 | 0.17% | 00.0% | 不變 |
| Invenio Wealth Partners LLC | 3,306 | $26.3 萬 | 0.10% | +974+41.8% | 加碼 |
| Legend Capital Advisors LLC | 3,300 | $26.3 萬 | 0.16% | −123−3.6% | 減碼 |
| Kera Capital Partners, Inc. | 3,300 | $26.3 萬 | 0.03% | +49+1.5% | 加碼 |
| MKT Advisors LLC | 3,205 | $26.2 萬 | 0.09% | −1,035−24.4% | 減碼 |
| Claret Asset Management Corp | 3,291 | $26.2 萬 | 0.03% | +5+0.2% | 加碼 |
| Greenwich Wealth Management LLC | 3,280 | $26.1 萬 | 0.01% | +96+3.0% | 加碼 |
| Hara Capital LLC | 3,273 | $26.1 萬 | 0.13% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 3,372 | $26.0 萬 | 0.01% | +3,372 | 新進 |
| Johnson Wealth Management, LLC | 3,266 | $26.0 萬 | 0.13% | −38−1.2% | 減碼 |
| Guyasuta Investment Advisors Inc | 3,262 | $26.0 萬 | 0.02% | +2+0.1% | 加碼 |
| Paragon Capital Management Ltd | 3,256 | $25.9 萬 | 0.05% | 00.0% | 不變 |
| Builder Investment Group Inc | 3,250 | $25.9 萬 | 0.06% | 00.0% | 不變 |
| Hoxton Planning & Management, LLC | 3,249 | $25.9 萬 | 0.08% | −60−1.8% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 3,248 | $25.9 萬 | 0.07% | −169−4.9% | 減碼 |
| Financial Management Network Inc | 3,005 | $25.9 萬 | 0.04% | −245−7.5% | 減碼 |
| WBH Advisory Inc | 3,204 | $25.8 萬 | 0.02% | +213+7.1% | 加碼 |
| Capstone Financial Advisors, Inc. | 3,241 | $25.8 萬 | 0.01% | −24−0.7% | 減碼 |
| Fortis Capital Management LLC | 3,241 | $25.8 萬 | 0.03% | −114−3.4% | 減碼 |
| Wealth Management Partners, LLC | 3,238 | $25.8 萬 | 0.07% | +1,059+48.6% | 加碼 |
| Sutton Place Investors LLC | 3,238 | $25.8 萬 | 0.14% | +21+0.7% | 加碼 |
| Shelter Rock Management, LLC | 3,229 | $25.7 萬 | 0.27% | +17+0.5% | 加碼 |
| Penserra Capital Management LLC | 3,236 | $25.7 萬 | 0.00% | +53+1.7% | 加碼 |