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
- 2,204
- 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 971 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 |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 16,817 | $97.5 萬 | 0.06% | −435−2.5% | 減碼 |
| Fragasso Group Inc. | 16,842 | $97.6 萬 | 0.08% | −157−0.9% | 減碼 |
| Sittner & Nelson, LLC | 16,851 | $97.7 萬 | 0.49% | −270−1.6% | 減碼 |
| Intrinsic Value Partners, LLC | 16,875 | $97.8 萬 | 1.04% | −440−2.5% | 減碼 |
| Breakwater Capital Group | 16,906 | $98.0 萬 | 0.25% | +1,454+9.4% | 加碼 |
| GM Advisory Group, Inc. | 16,924 | $98.1 萬 | 0.07% | +147+0.9% | 加碼 |
| Garrison Point Advisors, LLC | 17,026 | $98.7 萬 | 0.63% | +300+1.8% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 17,028 | $98.7 萬 | 0.04% | −59−0.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 17,032 | $98.7 萬 | 0.12% | −14,792−46.5% | 減碼 |
| Keystone Financial Services | 17,119 | $99.2 萬 | 0.43% | +1,010+6.3% | 加碼 |
| Ramiah Investment Group | 17,142 | $99.4 萬 | 0.93% | −778−4.3% | 減碼 |
| V-Square Quantitative Management LLC | 17,295 | $100.2 萬 | 0.17% | 00.0% | 不變 |
| Knuff & Co LLC | 17,304 | $100.3 萬 | 0.34% | +4,000+30.1% | 加碼 |
| Diligent Investors, LLC | 17,339 | $100.5 萬 | 0.25% | −604−3.4% | 減碼 |
| Greatmark Investment Partners, Inc. | 17,473 | $101.3 萬 | 0.14% | −249−1.4% | 減碼 |
| Wallace Advisory Group, LLC | 20,585 | $101.3 萬 | 0.76% | −12−0.1% | 減碼 |
| Avantax Planning Partners, Inc. | 17,498 | $101.4 萬 | 0.03% | +4,628+36.0% | 加碼 |
| Salem Investment Counselors Inc | 17,523 | $101.6 萬 | 0.03% | −3,389−16.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 17,569 | $101.8 萬 | 0.02% | −1,798−9.3% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 17,612 | $102.1 萬 | 0.02% | +2,042+13.1% | 加碼 |
| Steel Peak Wealth Management LLC | 17,614 | $102.1 萬 | 0.05% | −67,622−79.3% | 減碼 |
| Summit Financial Group Inc | 17,635 | $102.2 萬 | 0.36% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 17,652 | $102.3 萬 | 0.05% | −134,067−88.4% | 減碼 |
| Personal Cfo Solutions, LLC | 17,697 | $102.6 萬 | 0.16% | −2,691−13.2% | 減碼 |
| Wharton Business Group, LLC | 17,700 | $102.6 萬 | 0.05% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 17,750 | $102.9 萬 | 0.17% | −8,717−32.9% | 減碼 |
| StoneX Group Inc. | 17,756 | $102.9 萬 | 0.09% | +6,279+54.7% | 加碼 |
| Exencial Wealth Advisors, LLC | 17,768 | $103.0 萬 | 0.04% | +8,296+87.6% | 加碼 |
| Mirabella Financial Services LLP | 17,770 | $103.0 萬 | 0.08% | +17,770 | 新進 |
| Cornerstone Wealth Management, LLC | 17,828 | $103.3 萬 | 0.08% | −105−0.6% | 減碼 |
| Equitable Trust Co | 17,875 | $103.6 萬 | 0.07% | −581−3.1% | 減碼 |
| Financial Partners Group, LLC | 17,932 | $103.9 萬 | 0.40% | −487−2.6% | 減碼 |
| Jacobi Capital Management LLC | 17,954 | $104.1 萬 | 0.10% | +4,517+33.6% | 加碼 |
| WP Advisors, LLC | 17,995 | $104.3 萬 | 0.34% | +112+0.6% | 加碼 |
| Barbara Oil Co. | 18,000 | $104.3 萬 | 0.44% | 00.0% | 不變 |
| Caldwell Trust Co | 18,023 | $104.5 萬 | 0.12% | −500−2.7% | 減碼 |
| Regents of the University of California | 18,106 | $104.9 萬 | 0.31% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 18,113 | $105.0 萬 | 0.10% | +500+2.8% | 加碼 |
| Stewart & Patten Co LLC | 18,170 | $105.3 萬 | 0.16% | −350−1.9% | 減碼 |
| LifePlan Financial, LLC | 18,252 | $105.8 萬 | 0.97% | −1,843−9.2% | 減碼 |
| RNC Capital Management LLC | 18,264 | $105.9 萬 | 0.06% | −3,391−15.7% | 減碼 |
| Wolverine Trading, LLC | 18,317 | $106.2 萬 | 0.01% | −382,924−95.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 18,319 | $106.2 萬 | 0.58% | −18,403−50.1% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 18,328 | $106.2 萬 | 0.05% | +3,334+22.2% | 加碼 |
| Lodestar Private Asset Management LLC | 18,355 | $106.4 萬 | 0.15% | +891+5.1% | 加碼 |
| Atomi Financial Group, Inc. | 18,376 | $106.5 萬 | 0.10% | +4,518+32.6% | 加碼 |
| Fidelis Capital Partners, LLC | 18,390 | $106.6 萬 | 0.16% | −5,209−22.1% | 減碼 |
| Quilter Plc | 18,413 | $106.7 萬 | 0.03% | −222−1.2% | 減碼 |
| Adviser Investments LLC | 18,429 | $106.8 萬 | 0.01% | −305,589−94.3% | 減碼 |
| GeoWealth Management, LLC | 18,429 | $106.8 萬 | 0.04% | +7,926+75.5% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,518 | $107.3 萬 | 0.62% | −274−1.5% | 減碼 |
| One Wealth Advisors, LLC | 18,586 | $107.7 萬 | 0.19% | +5,481+41.8% | 加碼 |
| Arete Wealth Advisors, LLC | 18,593 | $107.8 萬 | 0.10% | −1,846−9.0% | 減碼 |
| BLB&B Advisors, LLC | 18,593 | $107.8 萬 | 0.06% | −337−1.8% | 減碼 |
| Belpointe Asset Management LLC | 18,625 | $108.0 萬 | 0.08% | +5,923+46.6% | 加碼 |
| Ancora Advisors, LLC | 18,628 | $108.0 萬 | 0.02% | −10,118−35.2% | 減碼 |
| First National Trust Co | 18,630 | $108.0 萬 | 0.04% | +397+2.2% | 加碼 |
| Johnson Investment Counsel Inc | 18,651 | $108.1 萬 | 0.01% | −79−0.4% | 減碼 |
| Becker Capital Management Inc | 18,675 | $108.2 萬 | 0.04% | +3,237+21.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 18,322 | $108.7 萬 | 0.09% | −395−2.1% | 減碼 |
| Syon Capital LLC | 18,770 | $108.8 萬 | 0.10% | +755+4.2% | 加碼 |
| Sentry LLC | 18,784 | $108.9 萬 | 0.21% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 18,827 | $109.1 萬 | 0.02% | −60,635−76.3% | 減碼 |
| Alps Advisors Inc | 18,854 | $109.3 萬 | 0.01% | −7,828−29.3% | 減碼 |
| Symmetry Partners, LLC | 18,870 | $109.4 萬 | 0.09% | 00.0% | 不變 |
| AlTi Global, Inc. | 18,876 | $109.4 萬 | 0.03% | +12,171+181.5% | 加碼 |
| Annandale Capital, LLC | 18,908 | $109.6 萬 | 0.25% | +70.0% | 加碼 |
| L2 Asset Management, LLC | 18,984 | $110.0 萬 | 0.36% | +4,960+35.4% | 加碼 |
| Investors Research Corp | 19,013 | $110.2 萬 | 0.26% | −425−2.2% | 減碼 |
| Principle Wealth Partners LLC | 19,081 | $110.6 萬 | 0.09% | +1,303+7.3% | 加碼 |
| Mengis Capital Management, Inc. | 19,135 | $110.9 萬 | 0.17% | +7,851+69.6% | 加碼 |
| Busey Wealth Management | 19,151 | $111.0 萬 | 0.04% | −502−2.6% | 減碼 |
| Capital Investment Advisory Services, LLC | 19,151 | $111.0 萬 | 0.12% | −1,267−6.2% | 減碼 |
| American State Bank (Iowa) | 19,204 | $111.3 萬 | 0.75% | −1,793−8.5% | 減碼 |
| DMG Group, LLC | 19,273 | $111.7 萬 | 0.97% | +1,007+5.5% | 加碼 |
| Eisler Capital (UK) Ltd. | 19,317 | $112.0 萬 | 0.14% | −110,898−85.2% | 減碼 |
| Telos Capital Management, Inc. | 19,391 | $112.4 萬 | 0.13% | −1,000−4.9% | 減碼 |
| Brookstone Capital Management | 19,476 | $112.9 萬 | 0.02% | +1,263+6.9% | 加碼 |
| Cito Capital Group, LLC | 19,503 | $113.0 萬 | 0.46% | 00.0% | 不變 |
| Leonteq Securities AG | 19,582 | $113.5 萬 | 0.15% | +6,728+52.3% | 加碼 |
| Ransom Advisory, Ltd | 19,586 | $113.5 萬 | 0.61% | +19,586 | 新進 |
| JT Stratford LLC | 19,642 | $113.8 萬 | 0.23% | +5,323+37.2% | 加碼 |
| VELA Investment Management, LLC | 19,685 | $114.1 萬 | 0.42% | −1,397−6.6% | 減碼 |
| Chiron Capital Management, LLC | 19,713 | $114.3 萬 | 1.04% | −10,412−34.6% | 減碼 |
| Csenge Advisory Group | 19,728 | $114.3 萬 | 0.06% | −72−0.4% | 減碼 |
| Citizens Financial Group Inc | 19,730 | $114.4 萬 | 0.04% | −650−3.2% | 減碼 |
| Fox Run Management, L.L.C. | 19,758 | $114.5 萬 | 0.25% | −12,868−39.4% | 減碼 |
| CX Institutional | 19,808 | $114.8 萬 | 0.06% | −472−2.3% | 減碼 |
| LexAurum Advisors, LLC | 19,847 | $115.0 萬 | 0.29% | −100−0.5% | 減碼 |
| Castle Rock Wealth Management, LLC | 19,353 | $115.2 萬 | 0.31% | −153−0.8% | 減碼 |
| Kanawha Capital Management LLC | 19,926 | $115.5 萬 | 0.09% | +1,738+9.6% | 加碼 |
| Sage Rhino Capital LLC | 19,939 | $115.6 萬 | 0.27% | −381−1.9% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 19,542 | $115.8 萬 | 1.30% | 00.0% | 不變 |
| Harbor Advisors LLC | 20,000 | $115.9 萬 | 0.21% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 20,003 | $115.9 萬 | 0.07% | +14,272+249.0% | 加碼 |
| Investors Asset Management of Georgia Inc | 20,047 | $116.2 萬 | 0.55% | −1,652−7.6% | 減碼 |
| Private Wealth Group, LLC | 20,112 | $116.6 萬 | 0.60% | 00.0% | 不變 |
| XML Financial, LLC | 20,189 | $117.0 萬 | 0.12% | −99−0.5% | 減碼 |
| Lindbrook Capital, LLC | 20,198 | $117.1 萬 | 0.11% | −305−1.5% | 減碼 |
| LS Investment Advisors, LLC | 20,213 | $117.2 萬 | 0.19% | 00.0% | 不變 |