Wells Fargo & Company
WFC.PL- 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 256 家機構在 13F 申報持有,市值合計 $26.5 億;沒有大師持有。
2024 年第 1 季 13F 持有人
Wells Fargo & Company 在 2024/3/31 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
- 254
- 較 2023 年第 4 季 +9 家
- 持有股數
- 280.5 萬
- 較 2023 年第 4 季 −20.2 萬 (−6.7%)
- 總市值
- $29.6 億
- 較 2023 年第 4 季 +$4,647 萬 (+1.6%)
- 新進機構
- 27
- 另有 62 家加碼
- 清倉機構
- 18
- 另有 67 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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.PL 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 | 256 | $26.5 億 |
| 2026 年第 1 季 | 266 | $24.8 億 |
| 2025 年第 4 季 | 268 | $28.6 億 |
| 2025 年第 3 季 | 255 | $29.3 億 |
| 2025 年第 2 季 | 275 | $27.8 億 |
| 2025 年第 1 季 | 267 | $29.0 億 |
| 2024 年第 4 季 | 259 | $28.5 億 |
| 2024 年第 3 季 | 258 | $31.2 億 |
| 2024 年第 2 季 | 253 | $30.3 億 |
| 2024 年第 1 季 | 254 | $29.6 億 |
| 2023 年第 4 季 | 246 | $29.2 億 |
| 2023 年第 3 季 | 236 | $32.8 億 |
| 2023 年第 2 季 | 232 | $34.0 億 |
| 2023 年第 1 季 | 241 | $27.6 億 |
| 2022 年第 4 季 | 242 | $28.3 億 |
| 2022 年第 3 季 | 232 | $28.5 億 |
| 2022 年第 2 季 | 234 | $24.0 億 |
| 2022 年第 1 季 | 210 | $26.1 億 |
| 2021 年第 4 季 | 221 | $33.0 億 |
| 2021 年第 3 季 | 26 | $4,908 萬 |
| 2021 年第 2 季 | 27 | $5,687 萬 |
| 2021 年第 1 季 | 30 | $4,829 萬 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Phraction Management LLC | 4,638 | $564.8 萬 | 2.21% | −146−3.1% | 減碼 |
| JPMorgan Chase & Co | 4,677 | $570.3 萬 | 0.00% | −991−17.5% | 減碼 |
| Wells Fargo & Company | 4,864 | $593.1 萬 | 0.00% | +1,515+45.2% | 加碼 |
| Commonwealth Equity Services, LLC | 4,888 | $596.0 萬 | 0.01% | −18−0.4% | 減碼 |
| Western Asset Management Company, LLC | 4,965 | $605.4 萬 | 5.79% | 00.0% | 不變 |
| Rational Advisors LLC | 5,100 | $621.9 萬 | 0.58% | 00.0% | 不變 |
| LPL Financial LLC | 5,295 | $645.7 萬 | 0.00% | +457+9.4% | 加碼 |
| Norris Perne & French LLP | 5,485 | $668.8 萬 | 0.48% | −137−2.4% | 減碼 |
| Citigroup Inc | 6,004 | $688.0 萬 | 0.01% | −4,314−41.8% | 減碼 |
| Penn Mutual Asset Management, LLC | 6,000 | $731.6 萬 | 15.62% | 00.0% | 不變 |
| Conning Inc. | 6,065 | $733.3 萬 | 0.24% | 00.0% | 不變 |
| Stifel Financial Corp | 6,176 | $753.1 萬 | 0.01% | +405+7.0% | 加碼 |
| Raymond James & Associates | 6,355 | $774.9 萬 | 0.01% | +411+6.9% | 加碼 |
| Crawford Investment Counsel Inc | 6,411 | $782.1 萬 | 0.15% | +70+1.1% | 加碼 |
| UBS Group AG | 6,696 | $816.5 萬 | 0.00% | +549+8.9% | 加碼 |
| Palisade Capital Management LLC | 7,018 | $847.2 萬 | 0.22% | −1,257−15.2% | 減碼 |
| Wellington Management Group LLP | 7,054 | $860.5 萬 | 0.00% | +1,288+22.3% | 加碼 |
| AEGON USA Investment Management, LLC | – | $967.2 萬 | 6.53% | – | – |
| Stratos Wealth Partners, LTD. | 7,952 | $969.7 萬 | 0.16% | +747+10.4% | 加碼 |
| RB Capital Management, LLC | 8,145 | $993.2 萬 | 2.66% | +10+0.1% | 加碼 |
| Camden Asset Management L P | 9,000 | $1,098 萬 | 0.40% | −40,355−81.8% | 減碼 |
| Jane Street Group, LLC | 9,137 | $1,099 萬 | 0.01% | −7,973−46.6% | 減碼 |
| Kestra Advisory Services, LLC | 9,529 | $1,162 萬 | 0.08% | +785+9.0% | 加碼 |
| Lord, Abbett & Co. LLC | 9,559 | $1,166 萬 | 0.04% | −197−2.0% | 減碼 |
| Alliancebernstein L.P. | 10,752 | $1,311 萬 | 0.00% | −725−6.3% | 減碼 |
| JRM Investment Counsel, LLC | 10,967 | $1,337 萬 | 4.42% | −160−1.4% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 11,617 | $1,417 萬 | 1.30% | −761−6.1% | 減碼 |
| Oxbow Advisors, LLC | 12,995 | $1,584 萬 | 2.18% | +242+1.9% | 加碼 |
| New England Asset Management Inc | 13,275 | $1,619 萬 | 2.51% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 279,780 | $1,622 萬 | 0.02% | −97,979−25.9% | 減碼 |
| KCM Investment Advisors LLC | 13,362 | $1,629 萬 | 0.60% | −2,283−14.6% | 減碼 |
| First Manhattan Co | 14,182 | $1,729 萬 | 0.06% | −2,200−13.4% | 減碼 |
| Royal Bank of Canada | – | $1,896 萬 | 0.00% | – | – |
| Pier 88 Investment Partners LLC | 17,852 | $2,177 萬 | 5.35% | 00.0% | 不變 |
| New York State Common Retirement Fund | 18,351 | $2,238 萬 | 0.03% | 00.0% | 不變 |
| Ssi Investment Management LLC | 20,698 | $2,501 萬 | 1.89% | +257+1.3% | 加碼 |
| First Eagle Investment Management, LLC | 22,691 | $2,767 萬 | 0.06% | −700−3.0% | 減碼 |
| Thrivent Financial for Lutherans | 24,376 | $2,974 萬 | 0.06% | 00.0% | 不變 |
| Mackay Shields LLC | 28,710 | $3,513 萬 | 0.97% | −10.0% | 減碼 |
| Bank of America Corp | 32,235 | $3,931 萬 | 0.00% | −319−1.0% | 減碼 |
| Nuveen Asset Management, LLC | 39,198 | $4,777 萬 | 0.01% | −498−1.3% | 減碼 |
| Morgan Stanley | 47,634 | $5,760 萬 | 0.00% | +2,138+4.7% | 加碼 |
| FMR LLC | 52,738 | $6,433 萬 | 0.00% | +6,900+15.1% | 加碼 |
| Allianz Asset Management GmbH | 58,640 | $7,150 萬 | 0.12% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 61,483 | $7,525 萬 | 0.07% | +116+0.2% | 加碼 |
| State Street Corp | 64,445 | $7,766 萬 | 0.00% | −1,900−2.9% | 減碼 |
| Invesco Ltd. | 64,890 | $7,912 萬 | 0.02% | +578+0.9% | 加碼 |
| Stonebridge Advisors LLC | 67,554 | $8,237 萬 | 50.11% | +19,202+39.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 75,705 | $8,434 萬 | 0.18% | −18,886−20.0% | 減碼 |
| Victory Capital Management Inc | 92,622 | $1.13 億 | 0.11% | +6,404+7.4% | 加碼 |
| First Trust Advisors LP | 149,450 | $1.82 億 | 0.18% | +16,790+12.7% | 加碼 |
| Advent Capital Management | 184,763 | $2.27 億 | 5.77% | −9,061−4.7% | 減碼 |
| BlackRock Inc. | 291,446 | $3.55 億 | 0.01% | +31,954+12.3% | 加碼 |
| Voya Investment Management LLC | 579,548 | $7.07 億 | 0.69% | 00.0% | 不變 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,599−100.0% | 清倉 |
| LM Advisors LLC | 0 | $0 | 0.00% | −2,973−100.0% | 清倉 |
| Asset Allocation & Management Company, LLC | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −24,391−100.0% | 清倉 |
| Searle & Co. | 0 | $0 | 0.00% | −654−100.0% | 清倉 |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −503−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −313−100.0% | 清倉 |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −284−100.0% | 清倉 |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −194−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Central Trust Co | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| Sawtooth Solutions, LLC | – | – | – | – | 本季未申報 |