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 3 季 13F 持有人
Wells Fargo & Company 在 2024/9/30 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
- 258
- 較 2024 年第 2 季 +8 家
- 持有股數
- 252.1 萬
- 較 2024 年第 2 季 +17.9 萬 (+7.7%)
- 總市值
- $31.2 億
- 較 2024 年第 2 季 +$4.28 億 (+15.9%)
- 新進機構
- 25
- 另有 80 家加碼
- 清倉機構
- 17
- 另有 58 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 314 | $40.3 萬 | 0.00% | −1−0.3% | 減碼 |
| Independent Advisor Alliance | 320 | $41.1 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 326 | $41.8 萬 | 0.04% | +106+48.2% | 加碼 |
| Marcum Wealth, LLC | 328 | $42.1 萬 | 0.04% | +2+0.6% | 加碼 |
| Two Sigma Securities, LLC | 345 | $44.2 萬 | 0.03% | +345 | 新進 |
| Blair William & Co | 349 | $44.7 萬 | 0.00% | −3−0.9% | 減碼 |
| WFA of San Diego, LLC | 367 | $47.1 萬 | 0.40% | 00.0% | 不變 |
| Black Swift Group, LLC | 370 | $47.4 萬 | 0.10% | +70+23.3% | 加碼 |
| Crew Capital Management, Ltd. | 385 | $49.4 萬 | 0.39% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 400 | $51.3 萬 | 0.00% | +400 | 新進 |
| Creative Planning | 412 | $52.8 萬 | 0.00% | −93−18.4% | 減碼 |
| Resources Investment Advisors, LLC. | 416 | $53.3 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 416 | $53.3 萬 | 0.00% | −20−4.6% | 減碼 |
| Pekin Hardy Strauss, Inc. | 439 | $56.3 萬 | 0.07% | 00.0% | 不變 |
| Marathon Trading Investment Management LLC | 444 | $56.9 萬 | 0.27% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 450 | $57.7 萬 | 0.05% | −60−11.8% | 減碼 |
| Cetera Investment Advisers | 460 | $58.9 萬 | 0.00% | +9+2.0% | 加碼 |
| Fernwood Investment Management, LLC | 469 | $60.1 萬 | 0.20% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 480 | $61.5 萬 | 0.17% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 503 | $64.5 萬 | 0.03% | 00.0% | 不變 |
| Independent Wealth Network Inc. | 504 | $64.6 萬 | 0.29% | 00.0% | 不變 |
| AlphaCore Capital LLC | 505 | $64.8 萬 | 0.15% | +252+99.6% | 加碼 |
| Pathway Financial Advisers, LLC | 506 | $64.9 萬 | 0.29% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 540 | $69.2 萬 | 0.02% | 00.0% | 不變 |
| Ieq Capital, LLC | 587 | $75.3 萬 | 0.01% | +187+46.8% | 加碼 |
| Bowman & Co S.C. | 598 | $76.6 萬 | 0.40% | +6+1.0% | 加碼 |
| Susquehanna International Group, LLP | 598 | $76.7 萬 | 0.00% | +384+179.4% | 加碼 |
| Wedbush Securities Inc | 607 | $77.8 萬 | 0.03% | +7+1.2% | 加碼 |
| Islay Capital Management, LLC | 635 | $81.4 萬 | 0.55% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 81,943 | $81.5 萬 | 0.02% | +300+0.4% | 加碼 |
| First Hawaiian Bank | 649 | $83.2 萬 | 0.03% | −155−19.3% | 減碼 |
| BOS Asset Management, LLC | 658 | $84.4 萬 | 0.31% | −10−1.5% | 減碼 |
| Pennsylvania Capital Management Inc | 660 | $84.6 萬 | 0.30% | −114−14.7% | 減碼 |
| Chilton Capital Management LLC | 662 | $84.9 萬 | 0.04% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 665 | $85.3 萬 | 0.03% | −3−0.4% | 減碼 |
| NewEdge Wealth, LLC | 690 | $88.5 萬 | 0.02% | +22+3.3% | 加碼 |
| Paradigm Capital Management, LLC | 696 | $89.2 萬 | 0.86% | +696 | 新進 |
| Aristotle Capital Management, LLC | 721 | $92.4 萬 | 0.00% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 737 | $94.5 萬 | 0.07% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 762 | $97.7 萬 | 0.88% | −5−0.7% | 減碼 |
| Chicago Partners Investment Group LLC | 817 | $102.1 萬 | 0.04% | −28−3.3% | 減碼 |
| Scotia Capital Inc. | 819 | $105.0 萬 | 0.01% | +50+6.5% | 加碼 |
| Seelaus Asset Management LLC | 833 | $106.8 萬 | 0.98% | 00.0% | 不變 |
| JT Stratford LLC | 839 | $107.6 萬 | 0.18% | +31+3.8% | 加碼 |
| LexAurum Advisors, LLC | 869 | $111.4 萬 | 0.24% | +10+1.2% | 加碼 |
| Kelly Lawrence W & Associates Inc | 887 | $113.4 萬 | 0.26% | 00.0% | 不變 |
| D.A. Davidson & Co. | 944 | $121.0 萬 | 0.01% | +60+6.8% | 加碼 |
| Central Pacific Bank - Trust Division | 977 | $125.3 萬 | 0.16% | 00.0% | 不變 |
| StoneX Group Inc. | 979 | $125.5 萬 | 0.09% | −19−1.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 979 | $125.5 萬 | 0.01% | −6−0.6% | 減碼 |
| US Bancorp | 980 | $125.7 萬 | 0.00% | −13−1.3% | 減碼 |
| Founders Capital Management, LLC | 991 | $127.1 萬 | 0.22% | −20−2.0% | 減碼 |
| Ameriprise Financial Inc | 995 | $127.6 萬 | 0.00% | +34+3.5% | 加碼 |
| Sanctuary Advisors, LLC | 1,152 | $141.8 萬 | 0.01% | +323+39.0% | 加碼 |
| JPMorgan Chase & Co | 1,117 | $143.2 萬 | 0.00% | +55+5.2% | 加碼 |
| SEI Investments Co | 1,155 | $148.1 萬 | 0.00% | −19−1.6% | 減碼 |
| Advisor Group Holdings, Inc. | 1,155 | $148.2 萬 | 0.00% | +33+2.9% | 加碼 |
| Cove Private Wealth, LLC | 1,169 | $149.9 萬 | 1.16% | 00.0% | 不變 |
| Marathon Capital Management | 1,173 | $150.4 萬 | 0.36% | −52−4.2% | 減碼 |
| Bowie Capital Management, LLC | 1,200 | $153.9 萬 | 0.09% | −400−25.0% | 減碼 |
| National Bank of Canada | 1,248 | $160.0 萬 | 0.00% | 00.0% | 不變 |
| First Foundation Advisors | 1,306 | $167.5 萬 | 0.06% | −28−2.1% | 減碼 |
| Graypoint LLC | 1,317 | $168.9 萬 | 0.11% | −105−7.4% | 減碼 |
| Schroder Investment Management Group | 1,353 | $173.0 萬 | 0.00% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 1,378 | $176.7 萬 | 0.34% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 1,465 | $187.8 萬 | 0.00% | +14+1.0% | 加碼 |
| Truist Financial Corp | 1,488 | $190.8 萬 | 0.00% | +1+0.1% | 加碼 |
| Magnus Financial Group LLC | 1,493 | $191.4 萬 | 0.19% | +68+4.8% | 加碼 |
| Everett Harris & Co | 1,501 | $192.5 萬 | 0.02% | +35+2.4% | 加碼 |
| Bryn Mawr Trust Co | 1,537 | $197.1 萬 | 0.04% | +1,537 | 新進 |
| Jane Street Group, LLC | 1,560 | $200.0 萬 | 0.00% | +720+85.7% | 加碼 |
| HighTower Advisors, LLC | 1,698 | $217.8 萬 | 0.00% | +1,009+146.4% | 加碼 |
| RMB Capital Management, LLC | 1,718 | $220.3 萬 | 0.05% | +125+7.8% | 加碼 |
| CSM Advisors, LLC | 1,750 | $224.4 萬 | 0.15% | 00.0% | 不變 |
| Ulland Investment Advisors, LLC | 1,796 | $230.3 萬 | 1.69% | −8,736−82.9% | 減碼 |
| Montag A & Associates Inc | 1,859 | $238.4 萬 | 0.11% | +100+5.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,940 | $248.7 萬 | 0.00% | −85−4.2% | 減碼 |
| Summitry LLC | 2,105 | $269.9 萬 | 0.13% | −88−4.0% | 減碼 |
| Neuberger Berman Group LLC | 2,108 | $270.3 萬 | 0.00% | −28−1.3% | 減碼 |
| Calamos Advisors LLC | 2,184 | $280.0 萬 | 0.01% | −410−15.8% | 減碼 |
| Macquarie Group Ltd | – | $281.6 萬 | 0.00% | – | – |
| Agf Management Ltd | 2,300 | $294.9 萬 | 0.01% | 00.0% | 不變 |
| Wittenberg Investment Management, Inc. | 2,327 | $298.4 萬 | 0.97% | −30−1.3% | 減碼 |
| Seven Springs Wealth Group, LLC | 2,551 | $327.1 萬 | 1.19% | +132+5.5% | 加碼 |
| Keystone Financial Group | 2,619 | $335.8 萬 | 0.43% | +8+0.3% | 加碼 |
| Janney Montgomery Scott LLC | 2,811 | $360.4 萬 | 0.01% | −137−4.6% | 減碼 |
| Whalerock Point Partners, LLC | 2,850 | $365.4 萬 | 0.87% | +2,850 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 2,862 | $367.0 萬 | 0.01% | +505+21.4% | 加碼 |
| Envestnet Asset Management Inc | 3,063 | $392.7 萬 | 0.00% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $397.7 萬 | 0.23% | 00.0% | 不變 |
| American Century Companies Inc | 3,111 | $399.1 萬 | 0.00% | +172+5.9% | 加碼 |
| Laffer Tengler Investments | 3,288 | $420.2 萬 | 0.85% | +27+0.8% | 加碼 |
| Goldman Sachs Group Inc | 3,280 | $420.6 萬 | 0.00% | 00.0% | 不變 |
| LM Advisors LLC | 3,422 | $438.8 萬 | 0.89% | −122−3.4% | 減碼 |
| Baird Financial Group, Inc. | 3,492 | $447.7 萬 | 0.01% | +1,228+54.2% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 3,499 | $448.6 萬 | 0.39% | −65−1.8% | 減碼 |
| Spectrum Asset Management, Inc. | 3,532 | $452.9 萬 | 7.41% | −13−0.4% | 減碼 |
| Kovitz Investment Group Partners, LLC | 3,557 | $456.1 萬 | 0.03% | +3,557 | 新進 |
| Mariner, LLC | 3,631 | $465.6 萬 | 0.01% | +286+8.6% | 加碼 |
| CI Private Wealth, LLC | 3,944 | $505.7 萬 | 0.01% | +1,929+95.7% | 加碼 |