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 |
|---|---|---|---|---|---|
| Willis Investment Counsel | 2,800 | $22.3 萬 | 0.01% | 00.0% | 不變 |
| Cooper Capital Advisors LLC | 2,785 | $22.2 萬 | 0.16% | −1,082−28.0% | 減碼 |
| Livet Wealth, LLC | 2,782 | $22.1 萬 | 0.14% | +61+2.2% | 加碼 |
| Elevation Advisory Partners LLC | 2,494 | $22.1 萬 | 0.21% | +2,494 | 新進 |
| Chancellor Financial Group WB LP | 2,771 | $22.1 萬 | 0.16% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 2,767 | $22.0 萬 | 0.03% | −3,161−53.3% | 減碼 |
| Beto Financial Group, LLC | 2,777 | $22.0 萬 | 0.13% | +3+0.1% | 加碼 |
| Bell Investment Advisors, Inc | 2,758 | $22.0 萬 | 0.03% | −56−2.0% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,755 | $21.9 萬 | 0.04% | 00.0% | 不變 |
| Elevated Financial Group LLC | 2,755 | $21.9 萬 | 0.07% | −3,009−52.2% | 減碼 |
| LiftPoint Family Wealth Advisors LLC | 2,754 | $21.9 萬 | 0.18% | +83+3.1% | 加碼 |
| West Paces Advisors Inc. | 2,751 | $21.9 萬 | 0.04% | +72+2.7% | 加碼 |
| Quantum Private Wealth, LLC | 2,750 | $21.9 萬 | 0.07% | 00.0% | 不變 |
| Eagle Wealth Advisors LLC | 2,744 | $21.8 萬 | 0.20% | +6+0.2% | 加碼 |
| Skyline Advisors, Inc. | 2,742 | $21.8 萬 | 0.08% | −32−1.2% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 2,740 | $21.8 萬 | 0.04% | +2,740 | 新進 |
| Balboa Wealth Partners | 2,724 | $21.7 萬 | 0.04% | −87−3.1% | 減碼 |
| Asset Allocation Strategies LLC | 2,721 | $21.7 萬 | 0.04% | +202+8.0% | 加碼 |
| Patton Fund Management, Inc. | 2,719 | $21.6 萬 | 0.04% | +264+10.8% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 2,718 | $21.6 萬 | 0.02% | −75−2.7% | 減碼 |
| JB Capital LLC | 2,716 | $21.6 萬 | 0.01% | −45−1.6% | 減碼 |
| Swan Global Investments, LLC | 2,712 | $21.6 萬 | 0.01% | +271+11.1% | 加碼 |
| Rodgers Brothers Inc. | 2,711 | $21.6 萬 | 0.02% | +4+0.1% | 加碼 |
| JPL Wealth Management, LLC | 2,708 | $21.6 萬 | 0.05% | +2,708 | 新進 |
| Mraz, Amerine & Associates, Inc. | 2,705 | $21.5 萬 | 0.03% | −5,035−65.1% | 減碼 |
| Instrumental Wealth, LLC | 2,704 | $21.5 萬 | 0.13% | −36−1.3% | 減碼 |
| Junk Investment Group, LLC | 2,701 | $21.5 萬 | 0.11% | +2,701 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 2,700 | $21.5 萬 | 0.00% | +2,700 | 新進 |
| Aries Wealth Management | 2,700 | $21.5 萬 | 0.05% | −130−4.6% | 減碼 |
| Beacon Investment Advisors LLC | 2,699 | $21.5 萬 | 0.08% | +10.0% | 加碼 |
| Grandview Asset Management LLC | 2,694 | $21.4 萬 | 0.06% | +13+0.5% | 加碼 |
| SWP Financial LLC | 2,688 | $21.4 萬 | 0.11% | 00.0% | 不變 |
| Oregon Pacific Wealth Management, LLC | 2,682 | $21.4 萬 | 0.22% | −893−25.0% | 減碼 |
| Acorn Creek Capital LLC | 2,679 | $21.3 萬 | 0.08% | −76−2.8% | 減碼 |
| Cherrydale Wealth Management, LLC | 2,677 | $21.3 萬 | 0.07% | −92−3.3% | 減碼 |
| Waller Financial Planning Group, Inc | 2,674 | $21.3 萬 | 0.05% | 00.0% | 不變 |
| NCM Capital Management, LLC | 2,662 | $21.2 萬 | 0.08% | +10.0% | 加碼 |
| Montz Harcus Wealth Management LLC | 2,657 | $21.2 萬 | 0.09% | −179−6.3% | 減碼 |
| Clarkston Capital Partners, LLC | 2,650 | $21.1 萬 | 0.02% | 00.0% | 不變 |
| Somerville Kurt F | 2,650 | $21.1 萬 | 0.06% | 00.0% | 不變 |
| IFC Advisors LLC | 2,646 | $21.1 萬 | 0.03% | −908−25.5% | 減碼 |
| Washington Capital Management Inc | 2,640 | $21.0 萬 | 0.18% | −660−20.0% | 減碼 |
| Firethorn Wealth Partners, LLC | 2,640 | $21.0 萬 | 0.08% | −63−2.3% | 減碼 |
| Spring Capital Management, LLC | 2,638 | $21.0 萬 | 0.11% | 00.0% | 不變 |
| Innova Wealth Partners | 2,629 | $20.9 萬 | 0.10% | +8+0.3% | 加碼 |
| Home Federal Bank of Tennessee | 2,625 | $20.9 萬 | 0.05% | +2,625 | 新進 |
| Wealth Effects LLC | 2,625 | $20.9 萬 | 0.07% | +2,625 | 新進 |
| Bearing Point Capital, LLC | 2,623 | $20.9 萬 | 0.03% | 00.0% | 不變 |
| Elm Partners Management LLC | 2,708 | $20.8 萬 | 0.01% | +2,708 | 新進 |
| Bath Savings Trust Co | 2,611 | $20.8 萬 | 0.02% | 00.0% | 不變 |
| Essential Planning, LLC. | 2,596 | $20.7 萬 | 0.07% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 2,585 | $20.6 萬 | 0.01% | 00.0% | 不變 |
| ERn Financial, LLC | 2,582 | $20.6 萬 | 0.04% | +2,582 | 新進 |
| AXS Investments LLC | 2,580 | $20.5 萬 | 0.08% | −143−5.3% | 減碼 |
| WT Wealth Management | 2,576 | $20.5 萬 | 0.06% | −250−8.8% | 減碼 |
| Flagship Wealth Advisors, LLC | 2,556 | $20.5 萬 | 0.09% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 2,572 | $20.5 萬 | 0.02% | +200+8.4% | 加碼 |
| BCS Wealth Management | 2,571 | $20.5 萬 | 0.04% | −3,309−56.3% | 減碼 |
| Center for Financial Planning, Inc. | 2,568 | $20.4 萬 | 0.02% | 00.0% | 不變 |
| Peachtree Investment Partners, LLC | 2,565 | $20.4 萬 | 0.08% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 2,562 | $20.4 萬 | 0.00% | −777−23.3% | 減碼 |
| Meadowbrook Advisors Group, LLC | 2,559 | $20.4 萬 | 0.12% | +2,559 | 新進 |
| Saturna Capital CORP | 2,558 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| Kapstone Financial Advisors LLC | 2,557 | $20.4 萬 | 0.10% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 2,550 | $20.3 萬 | 0.03% | −17,479−87.3% | 減碼 |
| Affiance Financial, LLC | 2,550 | $20.3 萬 | 0.03% | 00.0% | 不變 |
| Capital Square, LLC | 2,555 | $20.3 萬 | 0.09% | +37+1.5% | 加碼 |
| Wealth Advisors of Iowa, LLC | 2,549 | $20.3 萬 | 0.06% | +2,549 | 新進 |
| Security Financial Services, INC. | 2,543 | $20.2 萬 | 0.03% | +148+6.2% | 加碼 |
| Intellus Advisors LLC | 2,541 | $20.2 萬 | 0.03% | −24−0.9% | 減碼 |
| Sovran Advisors, LLC | 2,459 | $20.2 萬 | 0.02% | 00.0% | 不變 |
| M. Kraus & Co | 2,539 | $20.2 萬 | 0.06% | 00.0% | 不變 |
| Sculati Wealth Management, LLC | 2,536 | $20.2 萬 | 0.07% | −339−11.8% | 減碼 |
| Trust Co of the South | 2,530 | $20.1 萬 | 0.03% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 2,529 | $20.1 萬 | 0.06% | −248−8.9% | 減碼 |
| Invesco, LLC | 2,527 | $20.1 萬 | 0.07% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 2,521 | $20.1 萬 | 0.02% | −70−2.7% | 減碼 |
| Abound Wealth Management | 2,516 | $20.0 萬 | 0.05% | +134+5.6% | 加碼 |
| One River Asset Management, LLC | 2,464 | $19.6 萬 | 0.67% | +2,464 | 新進 |
| CRA Financial Services, LLC | 2,446 | $19.5 萬 | 0.03% | −2,154−46.8% | 減碼 |
| American Capital Advisory, LLC | 2,426 | $19.3 萬 | 0.08% | −25−1.0% | 減碼 |
| Chilton Capital Management LLC | 2,419 | $19.3 萬 | 0.01% | +199+9.0% | 加碼 |
| TopTier Wealth Management, LLC | 2,415 | $19.2 萬 | 0.12% | −11−0.5% | 減碼 |
| Intesa Sanpaolo S.p.A. | 2,392 | $19.0 萬 | 0.01% | +73+3.1% | 加碼 |
| Paladin Advisory Group, LLC | 2,385 | $19.0 萬 | 0.14% | 00.0% | 不變 |
| CNB Bank | 2,338 | $18.6 萬 | 0.08% | −11−0.5% | 減碼 |
| Armstrong Advisory Group, Inc | 2,335 | $18.6 萬 | 0.01% | −11−0.5% | 減碼 |
| Archer Investment Corp | 2,325 | $18.5 萬 | 0.04% | +11+0.5% | 加碼 |
| Measured Wealth Private Client Group, LLC | 2,295 | $18.3 萬 | 0.05% | 00.0% | 不變 |
| Crews Bank & Trust | 2,231 | $17.8 萬 | 0.03% | 00.0% | 不變 |
| Centennial Bank | 2,209 | $17.6 萬 | 0.06% | −330−13.0% | 減碼 |
| Gables Capital Management Inc. | 2,200 | $17.5 萬 | 0.07% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 2,194 | $17.5 萬 | 0.09% | −42−1.9% | 減碼 |
| Wellington Shields & Co., LLC | 2,138 | $17.0 萬 | 0.04% | 00.0% | 不變 |
| Community Bank, N.A. | 2,047 | $16.3 萬 | 0.02% | 00.0% | 不變 |
| Bank & Trust Co | 2,037 | $16.2 萬 | 0.11% | 00.0% | 不變 |
| Syntax Research, Inc. | 2,036 | $16.2 萬 | 0.10% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 2,035 | $16.2 萬 | 0.02% | 00.0% | 不變 |
| Creative Capital Management Investments LLC | 2,024 | $16.1 萬 | 0.05% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 2,020 | $16.1 萬 | 0.01% | +807+66.5% | 加碼 |