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。
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
- 2,205
- 較 2023 年第 4 季 +81 家
- 持有股數
- 26.7 億
- 較 2023 年第 4 季 −3,383 萬 (−1.2%)
- 總市值
- $1,548 億
- 較 2023 年第 4 季 +$216.1 億 (+16.2%)
- 新進機構
- 211
- 另有 719 家加碼
- 清倉機構
- 130
- 另有 972 家減碼
另有 30 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 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 |
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 |
|---|---|---|---|---|---|
| Abel Hall, LLC | 10,806 | $62.6 萬 | 0.47% | +326+3.1% | 加碼 |
| Radnor Capital Management, LLC | 10,816 | $62.7 萬 | 0.11% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 10,826 | $62.7 萬 | 0.05% | −460−4.1% | 減碼 |
| Sterneck Capital Management, LLC | 10,873 | $63.0 萬 | 0.38% | −18,720−63.3% | 減碼 |
| Cohen Capital Management, Inc. | 10,946 | $63.4 萬 | 0.11% | +2,672+32.3% | 加碼 |
| Chicago Capital, LLC | 10,969 | $63.6 萬 | 0.02% | −6,200−36.1% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 11,055 | $64.1 萬 | 0.27% | +30.0% | 加碼 |
| First Nebraska Trust Co | 11,061 | $64.1 萬 | 0.07% | −55−0.5% | 減碼 |
| Tocqueville Asset Management L.P. | 11,061 | $64.1 萬 | 0.01% | +1,295+13.3% | 加碼 |
| Kovack Advisors, Inc. | 11,146 | $64.6 萬 | 0.08% | +276+2.5% | 加碼 |
| Alliance Wealth Advisors, LLC | 11,154 | $64.6 萬 | 0.41% | +35+0.3% | 加碼 |
| Flagstone Financial Management | 11,176 | $64.8 萬 | 0.25% | −28−0.2% | 減碼 |
| River Wealth Advisors LLC | 11,202 | $64.9 萬 | 0.09% | +109+1.0% | 加碼 |
| Perennial Investment Advisors, LLC | 11,213 | $65.0 萬 | 0.10% | −154−1.4% | 減碼 |
| G&S Capital LLC | 11,216 | $65.0 萬 | 0.29% | −20.0% | 減碼 |
| Cumberland Advisors Inc | 11,300 | $65.5 萬 | 0.24% | 00.0% | 不變 |
| Leisure Capital Management | 11,310 | $65.6 萬 | 0.33% | −331−2.8% | 減碼 |
| World Equity Group, Inc. | 11,344 | $65.7 萬 | 0.14% | +328+3.0% | 加碼 |
| Carlson Capital Management | 11,353 | $65.8 萬 | 0.03% | −20,684−64.6% | 減碼 |
| HCR Wealth Advisors | 11,396 | $66.1 萬 | 0.10% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 11,406 | $66.1 萬 | 0.01% | +842+8.0% | 加碼 |
| Good Life Advisors, LLC | 11,474 | $66.5 萬 | 0.06% | +306+2.7% | 加碼 |
| PFW Advisors LLC | 11,483 | $66.6 萬 | 0.20% | −287−2.4% | 減碼 |
| Sage Mountain Advisors LLC | 11,484 | $66.6 萬 | 0.07% | +2,075+22.1% | 加碼 |
| Bridges Investment Management Inc | 11,507 | $66.7 萬 | 0.02% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 11,534 | $66.9 萬 | 0.15% | −14,434−55.6% | 減碼 |
| Parkside Financial Bank & Trust | 11,576 | $67.1 萬 | 0.11% | +343+3.1% | 加碼 |
| Tributary Capital Management, LLC | 11,650 | $67.5 萬 | 0.06% | +1,900+19.5% | 加碼 |
| Correct Capital Wealth Management | 11,651 | $67.5 萬 | 0.16% | 00.0% | 不變 |
| Proequities, Inc. | 11,730 | $68.0 萬 | 0.04% | −848−6.7% | 減碼 |
| Farmers Trust Co | 11,742 | $68.1 萬 | 0.14% | −169−1.4% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 11,761 | $68.2 萬 | 0.02% | −1,878−13.8% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 11,778 | $68.3 萬 | 0.02% | +336+2.9% | 加碼 |
| Accredited Investors Inc. | 11,817 | $68.5 萬 | 0.04% | −7,364−38.4% | 減碼 |
| Peak Planning Group, LLC | 11,854 | $68.7 萬 | 0.43% | 00.0% | 不變 |
| FirstPurpose Wealth LLC | 12,082 | $68.8 萬 | 0.25% | −1,662−12.1% | 減碼 |
| Liberty Wealth Management LLC | 11,868 | $68.8 萬 | 0.13% | +11,868 | 新進 |
| Fayez Sarofim & Co | 11,938 | $69.2 萬 | 0.00% | −491−4.0% | 減碼 |
| Crawford Investment Counsel Inc | 11,965 | $69.3 萬 | 0.01% | +949+8.6% | 加碼 |
| Claro Advisors LLC | 11,968 | $69.4 萬 | 0.12% | −994−7.7% | 減碼 |
| Chilton Capital Management LLC | 12,030 | $69.7 萬 | 0.03% | −360−2.9% | 減碼 |
| Chicago Trust Co NA | 12,048 | $69.8 萬 | 0.14% | +1,219+11.3% | 加碼 |
| Alliance Wealth Advisors, LLC | 12,092 | $70.1 萬 | 0.21% | −918−7.1% | 減碼 |
| Eisler Capital (US) LLC | 12,151 | $70.4 萬 | 0.24% | +12,151 | 新進 |
| Allstate Corp | 12,200 | $70.7 萬 | 0.05% | −412−3.3% | 減碼 |
| Trust Co of Vermont | 12,250 | $71.0 萬 | 0.04% | +1,154+10.4% | 加碼 |
| Deseret Mutual Benefit Administrators | 12,271 | $71.1 萬 | 0.36% | −20−0.2% | 減碼 |
| Wintrust Investments LLC | 12,280 | $71.2 萬 | 0.06% | −151−1.2% | 減碼 |
| AIMZ Investment Advisors, LLC | 12,330 | $71.5 萬 | 0.27% | −675−5.2% | 減碼 |
| Bremer Bank National Association | 12,358 | $71.6 萬 | 0.13% | −136−1.1% | 減碼 |
| Western Wealth Management, LLC | 12,383 | $71.8 萬 | 0.06% | −7,843−38.8% | 減碼 |
| Aaron Wealth Advisors | 12,387 | $71.8 萬 | 0.10% | +3,258+35.7% | 加碼 |
| Quotient Wealth Partners, LLC | 12,449 | $72.2 萬 | 0.03% | −2,339−15.8% | 減碼 |
| MEMBERS Trust Co | 12,454 | $72.2 萬 | 0.02% | +643+5.4% | 加碼 |
| Pettyjohn, Wood & White, Inc | 12,516 | $72.5 萬 | 0.14% | −72−0.6% | 減碼 |
| Formidable Asset Management, LLC | 12,527 | $72.6 萬 | 0.12% | +7,041+128.3% | 加碼 |
| Operose Advisors LLC | 12,527 | $72.6 萬 | 0.25% | −699−5.3% | 減碼 |
| Tyche Wealth Partners LLC | 12,534 | $72.6 萬 | 0.18% | +2,282+22.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 12,548 | $72.7 萬 | 0.08% | +296+2.4% | 加碼 |
| Carson Advisory Inc. | 12,614 | $73.1 萬 | 0.51% | −55−0.4% | 減碼 |
| Hilltop Holdings Inc. | 12,623 | $73.2 萬 | 0.08% | −182−1.4% | 減碼 |
| PFG Investments, LLC | 12,684 | $73.5 萬 | 0.04% | +5,173+68.9% | 加碼 |
| Hills Bank & Trust Co | 12,751 | $73.9 萬 | 0.06% | +8,346+189.5% | 加碼 |
| Wimmer Associates 1, LLC | 12,796 | $74.2 萬 | 0.39% | −345−2.6% | 減碼 |
| Family Legacy, Inc. | 12,800 | $74.2 萬 | 0.27% | 00.0% | 不變 |
| Element Wealth, LLC | 12,810 | $74.2 萬 | 0.43% | −3,079−19.4% | 減碼 |
| Heritage Wealth Management, LLC | 12,814 | $74.3 萬 | 0.38% | +21+0.2% | 加碼 |
| 9258 Wealth Management, LLC | 12,834 | $74.4 萬 | 0.12% | −138−1.1% | 減碼 |
| Ingalls & Snyder LLC | 12,830 | $74.4 萬 | 0.03% | −1,511−10.5% | 減碼 |
| C2C Wealth Management, LLC | 12,861 | $74.5 萬 | 0.74% | −500−3.7% | 減碼 |
| Zacks Investment Management | 12,877 | $74.6 萬 | 0.01% | +5,785+81.6% | 加碼 |
| Bragg Financial Advisors, Inc | 12,901 | $74.8 萬 | 0.03% | −625−4.6% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 12,972 | $75.2 萬 | 0.59% | −223−1.7% | 減碼 |
| Private Management Group Inc | 13,050 | $75.6 萬 | 0.03% | −9,110−41.1% | 減碼 |
| Gagnon Securities LLC | 13,056 | $75.7 萬 | 0.18% | 00.0% | 不變 |
| Van Cleef Asset Management,Inc | 13,063 | $75.7 萬 | 0.10% | −3,519−21.2% | 減碼 |
| Benjamin Edwards Inc | 13,105 | $76.0 萬 | 0.15% | +4,178+46.8% | 加碼 |
| MeadowBrook Investment Advisors LLC | 13,145 | $76.2 萬 | 0.71% | −210−1.6% | 減碼 |
| Highline Wealth Partners LLC | 13,146 | $76.2 萬 | 0.31% | +10.0% | 加碼 |
| Weatherly Asset Management L. P. | 13,170 | $76.3 萬 | 0.07% | 00.0% | 不變 |
| North Star Asset Management Inc | 13,229 | $76.7 萬 | 0.04% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 13,234 | $76.7 萬 | 0.02% | +7,589+134.4% | 加碼 |
| Plancorp, LLC | 13,274 | $76.9 萬 | 0.03% | +3,665+38.1% | 加碼 |
| Farther Finance Advisors, LLC | 13,412 | $77.3 萬 | 0.05% | +1,944+17.0% | 加碼 |
| Longfellow Investment Management Co LLC | 13,334 | $77.3 萬 | 0.17% | +94+0.7% | 加碼 |
| Gibbs Wealth Management | 13,350 | $77.4 萬 | 0.44% | +13,350 | 新進 |
| Wealthcare Advisory Partners LLC | 13,414 | $77.8 萬 | 0.03% | +391+3.0% | 加碼 |
| DF Dent & Co Inc | 13,438 | $77.9 萬 | 0.01% | +7,232+116.5% | 加碼 |
| Cardiff Park Advisors, LLC | 13,512 | $78.3 萬 | 0.07% | +17+0.1% | 加碼 |
| Boston Trust Walden Corp | 13,515 | $78.3 萬 | 0.01% | −1,000−6.9% | 減碼 |
| Wealthspan Partners, LLC | 13,529 | $78.4 萬 | 0.46% | +13,529 | 新進 |
| Vertex Planning Partners, LLC | 13,609 | $78.9 萬 | 0.22% | −1,026−7.0% | 減碼 |
| American National Bank & Trust Co | 13,615 | $78.9 萬 | 0.19% | +13,615 | 新進 |
| Richwood Investment Advisors, LLC | 13,617 | $78.9 萬 | 0.70% | 00.0% | 不變 |
| Neumann Capital Management, LLC | 13,622 | $79.0 萬 | 0.28% | 00.0% | 不變 |
| Shakespeare Wealth Management, Inc. | 13,709 | $79.5 萬 | 0.23% | 00.0% | 不變 |
| Vivid Wealth Management, LLC | 13,715 | $79.5 萬 | 0.50% | +393+3.0% | 加碼 |
| Eclectic Associates Inc | 13,716 | $79.5 萬 | 0.36% | +531+4.0% | 加碼 |
| Park National Corp | 13,771 | $79.8 萬 | 0.03% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 14,071 | $80.0 萬 | 0.11% | +6,955+97.7% | 加碼 |