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 2,883 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
- 2,828
- 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 1,190 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 77,846 | $619.7 萬 | 0.14% | −7,909−9.2% | 減碼 |
| Woodward Diversified Capital, LLC | 75,665 | $616.0 萬 | 2.80% | +306+0.4% | 加碼 |
| Independent Advisor Alliance | 77,047 | $613.4 萬 | 0.07% | −9,674−11.2% | 減碼 |
| Banco Santander, S.A. | 76,773 | $611.2 萬 | 0.05% | +27,997+57.4% | 加碼 |
| Hamilton Capital Partners Inc. | 76,605 | $609.9 萬 | 0.20% | +3,884+5.3% | 加碼 |
| Brighton Jones LLC | 76,172 | $606.4 萬 | 0.13% | +76,172 | 新進 |
| Apollon Wealth Management, LLC | 75,846 | $603.8 萬 | 0.10% | −619−0.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 75,335 | $599.7 萬 | 0.02% | −5,272,523−98.6% | 減碼 |
| R.H. Investment Group, LLC | 70,101 | $593.5 萬 | 4.58% | −110−0.2% | 減碼 |
| Signaturefd, LLC | 74,407 | $592.4 萬 | 0.09% | +6,488+9.6% | 加碼 |
| Hantz Financial Services, Inc. | 74,127 | $590.1 萬 | 0.09% | −3,925−5.0% | 減碼 |
| Meeder Advisory Services, Inc. | 73,728 | $586.9 萬 | 0.25% | +2,650+3.7% | 加碼 |
| Diversified Trust Co | 73,685 | $586.6 萬 | 0.11% | +38,400+108.8% | 加碼 |
| Greenleaf Trust | 73,645 | $586.3 萬 | 0.06% | +232+0.3% | 加碼 |
| Weik Capital Management | 73,588 | $585.8 萬 | 2.33% | +610+0.8% | 加碼 |
| Plato Investment Management Ltd | 73,531 | $585.7 萬 | 0.39% | −1,885−2.5% | 減碼 |
| Interval Partners, LP | 73,454 | $584.8 萬 | 0.20% | +73,454 | 新進 |
| Cullinan Associates Inc | 73,346 | $583.9 萬 | 0.47% | +23,680+47.7% | 加碼 |
| CWA Asset Management Group, LLC | 72,953 | $580.8 萬 | 0.20% | +926+1.3% | 加碼 |
| Morgan Dempsey Capital Management LLC | 72,679 | $578.6 萬 | 2.64% | −1,810−2.4% | 減碼 |
| King Luther Capital Management Corp | 72,534 | $577.4 萬 | 0.02% | +1,278+1.8% | 加碼 |
| Vontobel Holding Ltd. | 72,296 | $575.5 萬 | 0.02% | −56,728−44.0% | 減碼 |
| Ethic Inc. | 71,884 | $572.3 萬 | 0.09% | +4,378+6.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 71,785 | $571.5 萬 | 0.29% | +44,905+167.1% | 加碼 |
| Oak Thistle LLC | 71,602 | $570.0 萬 | 0.55% | +50,569+240.4% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 71,456 | $568.9 萬 | 0.51% | −248−0.3% | 減碼 |
| Fidelis Capital Partners, LLC | 71,375 | $568.2 萬 | 0.41% | +357+0.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 69,796 | $555.6 萬 | 0.06% | −26,262−27.3% | 減碼 |
| Bahl & Gaynor Inc | 69,638 | $554.4 萬 | 0.03% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 69,561 | $553.8 萬 | 0.06% | +29,767+74.8% | 加碼 |
| Clayton Partners LLC | 69,265 | $551.4 萬 | 4.01% | +10,101+17.1% | 加碼 |
| Kessler Investment Group, LLC | 69,028 | $549.5 萬 | 2.60% | −12,847−15.7% | 減碼 |
| HighMark Wealth Management LLC | 68,597 | $546.1 萬 | 2.22% | −140.0% | 減碼 |
| Strategic Global Advisors, LLC | 68,439 | $544.8 萬 | 0.87% | −1,660−2.4% | 減碼 |
| Unison Asset Management LLC | 67,768 | $539.5 萬 | 2.47% | −33,698−33.2% | 減碼 |
| Raiffeisen Bank International AG | 69,906 | $536.9 萬 | 0.08% | +15,662+28.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 67,346 | $536.1 萬 | 0.16% | −455−0.7% | 減碼 |
| Barr E S & Co | 67,012 | $533.5 萬 | 0.31% | −500−0.7% | 減碼 |
| Norden Group LLC | 66,523 | $529.6 萬 | 0.51% | +16,253+32.3% | 加碼 |
| Olstein Capital Management, L.P. | 66,000 | $525.4 萬 | 1.15% | −1,000−1.5% | 減碼 |
| Huntington National Bank | 65,788 | $523.7 萬 | 0.03% | +9,301+16.5% | 加碼 |
| Shelton Capital Management | 65,572 | $522.0 萬 | 0.11% | +33,343+103.5% | 加碼 |
| La Banque Postale Asset Management SA | 64,554 | $513.9 萬 | 0.07% | −77,130−54.4% | 減碼 |
| Synergy Financial Management, LLC | 64,307 | $511.9 萬 | 0.54% | −1,100−1.7% | 減碼 |
| Vestcor Inc | 64,236 | $511.4 萬 | 0.14% | 00.0% | 不變 |
| Sierra Summit Advisors LLC | 64,059 | $510.0 萬 | 0.74% | +58,911+1,144.3% | 加碼 |
| Intact Investment Management Inc. | 63,800 | $507.9 萬 | 0.14% | +29,700+87.1% | 加碼 |
| Longaeva Partners L.P. | 63,780 | $507.8 萬 | 0.24% | +63,780 | 新進 |
| Tema ETFs LLC | 63,663 | $506.8 萬 | 0.34% | +329+0.5% | 加碼 |
| Continental Advisors LLC | 63,606 | $506.4 萬 | 3.14% | −2,500−3.8% | 減碼 |
| Oddo BHF Asset Management SAS | 63,231 | $503.4 萬 | 0.20% | +1,733+2.8% | 加碼 |
| Oppenheimer & Co Inc | 63,054 | $502.0 萬 | 0.06% | +1,013+1.6% | 加碼 |
| Ally Financial Inc. | 63,000 | $501.5 萬 | 0.62% | +19,000+43.2% | 加碼 |
| NorthRock Partners, LLC | 62,961 | $501.2 萬 | 0.08% | +8,936+16.5% | 加碼 |
| IFP Advisors, Inc | 62,886 | $500.6 萬 | 0.10% | +4,227+7.2% | 加碼 |
| Waterloo Capital, L.P. | 62,561 | $498.0 萬 | 0.35% | −4,955−7.3% | 減碼 |
| GAMMA Investing LLC | 62,546 | $497.9 萬 | 0.23% | −505−0.8% | 減碼 |
| Axxcess Wealth Management, LLC | 62,524 | $497.8 萬 | 0.16% | −14,380−18.7% | 減碼 |
| Sprucegrove Investment Management Ltd | 62,520 | $497.7 萬 | 0.80% | −18,327−22.7% | 減碼 |
| Bradley Foster & Sargent Inc | 62,414 | $496.9 萬 | 0.08% | −1,757−2.7% | 減碼 |
| Advisors Asset Management, Inc. | 62,354 | $496.4 萬 | 0.08% | +1,495+2.5% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 62,169 | $494.9 萬 | 1.61% | −6,105−8.9% | 減碼 |
| OFS Enterprise LLC | 62,119 | $494.5 萬 | 1.45% | +62,119 | 新進 |
| Sigma Planning Corp | 62,097 | $494.4 萬 | 0.14% | +4,491+7.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 61,837 | $492.3 萬 | 0.03% | −70,721−53.4% | 減碼 |
| Quadrature Capital Ltd | 61,590 | $490.3 萬 | 0.06% | +57,317+1,341.4% | 加碼 |
| TownSquare Capital, LLC | 61,356 | $488.5 萬 | 1.10% | −1,002−1.6% | 減碼 |
| Stevens Capital Management LP | 61,340 | $488.3 萬 | 0.75% | +33,487+120.2% | 加碼 |
| BWM Planning, LLC | 61,291 | $487.9 萬 | 1.29% | −91−0.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 60,418 | $481.0 萬 | 0.05% | −701−1.1% | 減碼 |
| Daymark Wealth Partners, LLC | 60,414 | $481.0 萬 | 0.15% | +2,822+4.9% | 加碼 |
| Diversify Wealth Management, LLC | 58,584 | $477.5 萬 | 0.09% | +28,503+94.8% | 加碼 |
| Balance Wealth, LLC | 59,954 | $477.3 萬 | 1.48% | −122−0.2% | 減碼 |
| Perkins Coie Trust Co | 59,712 | $475.4 萬 | 0.91% | +1,748+3.0% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 59,542 | $474.0 萬 | 2.25% | 00.0% | 不變 |
| Wedbush Securities Inc | 59,243 | $471.6 萬 | 0.14% | +5,222+9.7% | 加碼 |
| Joel Isaacson & Co., LLC | 59,030 | $469.9 萬 | 0.16% | −159−0.3% | 減碼 |
| Silvant Capital Management LLC | 58,845 | $468.5 萬 | 0.16% | +22,646+62.6% | 加碼 |
| Black Cypress Capital Management, LLC | 58,648 | $466.9 萬 | 3.35% | +15,221+35.0% | 加碼 |
| Fayez Sarofim & Co | 58,526 | $465.9 萬 | 0.01% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 57,838 | $460.4 萬 | 0.29% | +85+0.1% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 57,517 | $457.9 萬 | 0.24% | +13,517+30.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57,416 | $457.1 萬 | 0.13% | +4,959+9.5% | 加碼 |
| Hixon Zuercher, LLC | 57,054 | $454.2 萬 | 1.41% | −178−0.3% | 減碼 |
| Robinson Value Management, Ltd. | 56,769 | $451.9 萬 | 2.52% | −597−1.0% | 減碼 |
| ADAPT Investment Managers SA | 56,662 | $451.1 萬 | 1.53% | +56,662 | 新進 |
| Buckingham Strategic Partners | 56,558 | $450.1 萬 | 0.05% | +5,935+11.7% | 加碼 |
| Geneos Wealth Management Inc. | 56,381 | $448.8 萬 | 0.10% | +802+1.4% | 加碼 |
| Guardian Partners Inc. | 56,213 | $448.7 萬 | 0.37% | −1,849−3.2% | 減碼 |
| Brown Brothers Harriman & Co | 56,339 | $448.5 萬 | 0.02% | +1,545+2.8% | 加碼 |
| Centaurus Financial, Inc. | 56,341 | $448.5 萬 | 0.21% | +759+1.4% | 加碼 |
| Catalytic Wealth RIA, LLC | 56,241 | $447.7 萬 | 0.19% | −2,514−4.3% | 減碼 |
| Slagle Financial, LLC | 56,172 | $447.2 萬 | 1.48% | +2,489+4.6% | 加碼 |
| Asio Capital, LLC | 56,018 | $446.0 萬 | 0.63% | +2,119+3.9% | 加碼 |
| Lee Danner & Bass Inc | 55,531 | $442.1 萬 | 0.28% | −590−1.1% | 減碼 |
| Lowe Brockenbrough & Co Inc | 55,516 | $442.0 萬 | 0.22% | −847−1.5% | 減碼 |
| Signet Financial Management, LLC | 55,316 | $440.4 萬 | 0.49% | −801−1.4% | 減碼 |
| Benjamin Edwards Inc | 55,287 | $440.2 萬 | 0.04% | +9,450+20.6% | 加碼 |
| Crestwood Advisors Group LLC | 55,228 | $439.7 萬 | 0.07% | −4,075−6.9% | 減碼 |
| Arkadios Wealth Advisors | 54,947 | $437.4 萬 | 0.07% | +3,336+6.5% | 加碼 |