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
- 2,827
- 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 39,330 | $313.1 萬 | 0.10% | −5,957−13.2% | 減碼 |
| Avestar Capital, LLC | 39,104 | $311.3 萬 | 0.21% | −718−1.8% | 減碼 |
| Miracle Mile Advisors, LLC | 39,067 | $311.0 萬 | 0.04% | −1,981−4.8% | 減碼 |
| Arvest Bank Trust Division | 38,933 | $309.9 萬 | 0.17% | −584−1.5% | 減碼 |
| Capital Investment Advisors, LLC | 38,931 | $309.9 萬 | 0.05% | −1,637−4.0% | 減碼 |
| 44 Wealth Management LLC | 38,920 | $309.8 萬 | 1.08% | −2,964−7.1% | 減碼 |
| Cidel Asset Management Inc | 38,768 | $308.6 萬 | 0.17% | +4,775+14.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 38,598 | $307.3 萬 | 0.04% | −6,113−13.7% | 減碼 |
| Dynasty Wealth Management, LLC | 38,519 | $306.7 萬 | 0.03% | −204−0.5% | 減碼 |
| United Asset Strategies, Inc. | 38,496 | $306.5 萬 | 0.24% | +115+0.3% | 加碼 |
| Evercore Wealth Management, LLC | 38,475 | $306.3 萬 | 0.05% | 00.0% | 不變 |
| Cunning Capital Partners, LP | 38,454 | $306.1 萬 | 1.56% | 00.0% | 不變 |
| Golden State Equity Partners | 38,425 | $305.9 萬 | 0.23% | +3,482+10.0% | 加碼 |
| Union Bancaire Privee, UBP SA | 40,371 | $305.5 萬 | 0.06% | −10,399−20.5% | 減碼 |
| Polar Asset Management Partners Inc. | 38,200 | $304.1 萬 | 0.07% | +38,200 | 新進 |
| InvesTrust | 38,071 | $303.1 萬 | 1.27% | −1,636−4.1% | 減碼 |
| Fiduciary Family Office, LLC | 37,924 | $301.9 萬 | 0.86% | +2,965+8.5% | 加碼 |
| Aaron Wealth Advisors | 37,614 | $299.4 萬 | 0.17% | −3,303−8.1% | 減碼 |
| Aspen Grove Capital, LLC | 37,594 | $299.3 萬 | 0.58% | −100.0% | 減碼 |
| Marks Group Wealth Management, Inc | 37,579 | $299.2 萬 | 0.29% | +504+1.4% | 加碼 |
| Yarbrough Capital, LLC | 37,485 | $298.4 萬 | 0.10% | 00.0% | 不變 |
| Congress Park Capital LLC | 37,258 | $296.6 萬 | 0.91% | −338−0.9% | 減碼 |
| Grimes & Company, Inc. | 37,245 | $296.5 萬 | 0.08% | −1,257−3.3% | 減碼 |
| Franklin Street Advisors Inc | 37,245 | $296.5 萬 | 0.18% | −515−1.4% | 減碼 |
| American Money Management, LLC | 37,106 | $295.4 萬 | 0.47% | −75−0.2% | 減碼 |
| Capital Investment Counsel, Inc | 36,960 | $294.2 萬 | 0.36% | −1,061−2.8% | 減碼 |
| Keystone Wealth Services, LLC | 36,483 | $290.4 萬 | 0.62% | +510+1.4% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 36,290 | $288.9 萬 | 0.17% | −58,166−61.6% | 減碼 |
| Winning Points Advisors, LLC | 35,906 | $288.3 萬 | 2.89% | −400−1.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 36,071 | $287.2 萬 | 0.19% | −1,027−2.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 35,822 | $285.1 萬 | 0.11% | +1,300+3.8% | 加碼 |
| S&CO Inc | 35,649 | $283.8 萬 | 0.18% | 00.0% | 不變 |
| Moody National Bank Trust Division | 35,574 | $283.2 萬 | 0.27% | −867−2.4% | 減碼 |
| Marotta Asset Management | 35,131 | $283.1 萬 | 0.52% | 00.0% | 不變 |
| Marco Investment Management LLC | 35,251 | $280.6 萬 | 0.21% | −200−0.6% | 減碼 |
| Keebeck Wealth Management, LLC | 35,122 | $279.6 萬 | 0.31% | −8,077−18.7% | 減碼 |
| FSB Premier Wealth Management, Inc. | 35,097 | $279.4 萬 | 0.88% | −7,842−18.3% | 減碼 |
| Stableford Capital II LLC | 34,969 | $278.4 萬 | 1.03% | +531+1.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 34,899 | $277.8 萬 | 0.19% | +1,052+3.1% | 加碼 |
| GHP Investment Advisors, Inc. | 34,747 | $276.6 萬 | 0.11% | +436+1.3% | 加碼 |
| Soltis Investment Advisors LLC | 34,681 | $276.1 萬 | 0.18% | +88+0.3% | 加碼 |
| Snowden Capital Advisors LLC | 34,661 | $275.9 萬 | 0.07% | +179+0.5% | 加碼 |
| JT Stratford LLC | 34,450 | $274.3 萬 | 0.35% | +2,566+8.0% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 34,377 | $273.7 萬 | 0.37% | −77−0.2% | 減碼 |
| Signal Advisors Wealth, LLC | 34,150 | $271.9 萬 | 0.19% | +18,956+124.8% | 加碼 |
| Arete Wealth Advisors, LLC | 34,158 | $271.6 萬 | 0.20% | +1,626+5.0% | 加碼 |
| Bryn Mawr Trust Co | 34,115 | $271.6 萬 | 0.06% | −1,500−4.2% | 減碼 |
| Wesbanco Bank Inc | 34,081 | $271.3 萬 | 0.08% | −1,352−3.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,837 | $269.4 萬 | 0.05% | +3,544+11.7% | 加碼 |
| Syon Capital LLC | 33,659 | $268.0 萬 | 0.13% | +237+0.7% | 加碼 |
| NBT Bank N A | 33,439 | $266.2 萬 | 0.17% | −400−1.2% | 減碼 |
| Tradition Wealth Management, LLC | 33,411 | $266.0 萬 | 0.19% | −520−1.5% | 減碼 |
| Renaissance Technologies LLC | 33,402 | $265.9 萬 | 0.00% | +33,402 | 新進 |
| Bennett Selby Investments LP | 33,186 | $264.2 萬 | 0.93% | +60.0% | 加碼 |
| New England Research & Management, Inc. | 33,150 | $263.9 萬 | 1.12% | +15,045+83.1% | 加碼 |
| Massachusetts Wealth Management | 33,050 | $263.1 萬 | 1.14% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 32,947 | $262.3 萬 | 0.07% | +3,314+11.2% | 加碼 |
| Spartan Wealth Advisory Services LLC | 32,847 | $261.5 萬 | 0.23% | +32,847 | 新進 |
| New Age Alpha Advisors, LLC | 32,705 | $260.4 萬 | 0.12% | −1,030−3.1% | 減碼 |
| Avantra Family Wealth, Inc. | 32,702 | $260.3 萬 | 1.94% | +977+3.1% | 加碼 |
| Iams Wealth Management, LLC | 32,698 | $260.3 萬 | 0.91% | +5,124+18.6% | 加碼 |
| Islay Capital Management, LLC | 32,665 | $260.0 萬 | 1.32% | +1,593+5.1% | 加碼 |
| Shrier Wealth Management, LLC | 32,651 | $259.9 萬 | 0.95% | +696+2.2% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,351 | $257.5 萬 | 1.08% | −59−0.2% | 減碼 |
| Northside Capital Management, LLC | 32,273 | $256.9 萬 | 0.23% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 32,265 | $256.9 萬 | 0.08% | +32,265 | 新進 |
| Advocate Group LLC | 32,020 | $254.9 萬 | 0.40% | −347−1.1% | 減碼 |
| Naviter Wealth, LLC | 31,914 | $254.1 萬 | 0.32% | +369+1.2% | 加碼 |
| Legato Capital Management LLC | 11,837 | $252.7 萬 | 0.23% | −41,377−77.8% | 減碼 |
| Triangle Securities Wealth Management | 31,730 | $252.6 萬 | 0.57% | −34,226−51.9% | 減碼 |
| St. Louis Financial Planners Asset Management, LLC | 31,619 | $251.7 萬 | 1.43% | +70+0.2% | 加碼 |
| Gibbs Wealth Management | 31,592 | $251.5 萬 | 0.33% | +13,514+74.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 31,577 | $251.4 萬 | 0.05% | +1,020+3.3% | 加碼 |
| Thoroughbred Financial Services, LLC | 31,529 | $251.0 萬 | 0.15% | −556−1.7% | 減碼 |
| Talon Private Wealth, LLC | 31,477 | $250.6 萬 | 0.33% | +31,477 | 新進 |
| EverSource Wealth Advisors, LLC | 31,451 | $250.4 萬 | 0.08% | +4,674+17.5% | 加碼 |
| Lummis Asset Management, LP | 31,122 | $249.4 萬 | 1.49% | −1,461−4.5% | 減碼 |
| WealthShield Partners, LLC | 31,136 | $247.9 萬 | 0.28% | +1,618+5.5% | 加碼 |
| Journey Strategic Wealth LLC | 31,085 | $247.5 萬 | 0.06% | +5,943+23.6% | 加碼 |
| Baker Avenue Asset Management, LP | 30,906 | $246.0 萬 | 0.06% | +2,874+10.3% | 加碼 |
| GeoWealth Management, LLC | 30,865 | $245.7 萬 | 0.09% | −2,950−8.7% | 減碼 |
| Auxier Asset Management | 30,815 | $245.3 萬 | 0.35% | +188+0.6% | 加碼 |
| Mutual Advisors, LLC | 30,728 | $244.6 萬 | 0.05% | +631+2.1% | 加碼 |
| Westmount Partners, LLC | 30,699 | $244.4 萬 | 0.60% | +104+0.3% | 加碼 |
| Granite Investment Partners, LLC | 30,587 | $243.5 萬 | 0.15% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 30,578 | $243.4 萬 | 0.08% | +454+1.5% | 加碼 |
| Havemeyer Place LP | 30,508 | $242.9 萬 | 0.28% | +30,508 | 新進 |
| Chicago Capital, LLC | 30,504 | $242.8 萬 | 0.07% | +390+1.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 30,463 | $242.5 萬 | 0.17% | −705−2.3% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $242.0 萬 | 0.18% | −750−2.4% | 減碼 |
| Argus Investors' Counsel, Inc. | 30,355 | $241.7 萬 | 2.15% | −1,061−3.4% | 減碼 |
| SBI Securities Co., Ltd. | 30,289 | $241.1 萬 | 0.07% | −6,192−17.0% | 減碼 |
| Adviser Investments LLC | 30,264 | $240.9 萬 | 0.03% | +19+0.1% | 加碼 |
| Revisor Wealth Management LLC | 30,192 | $240.4 萬 | 0.66% | −2,344−7.2% | 減碼 |
| Applied Capital LLC | 30,124 | $239.8 萬 | 1.74% | −1,060−3.4% | 減碼 |
| Smith Shellnut Wilson LLC | 30,106 | $239.7 萬 | 1.05% | −367−1.2% | 減碼 |
| First Citizens Bank & Trust Co | 30,083 | $239.5 萬 | 0.05% | +194+0.6% | 加碼 |
| N.E.W. Advisory Services LLC | 29,933 | $238.3 萬 | 0.18% | +1,490+5.2% | 加碼 |
| Evergreen Capital Management LLC | 29,921 | $238.2 萬 | 0.05% | −30,470−50.5% | 減碼 |
| Shelton Wealth Management, LLC | 29,815 | $237.4 萬 | 1.05% | +99+0.3% | 加碼 |