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 |
|---|---|---|---|---|---|
| London Co of Virginia | 25,087 | $145.4 萬 | 0.01% | −26,158−51.0% | 減碼 |
| Aspire Private Capital, LLC | 25,153 | $145.8 萬 | 0.38% | +2,114+9.2% | 加碼 |
| LJI Wealth Management, LLC | 25,159 | $145.8 萬 | 0.38% | −561−2.2% | 減碼 |
| Islay Capital Management, LLC | 25,290 | $146.6 萬 | 1.09% | −125−0.5% | 減碼 |
| Valley National Advisers Inc | 25,323 | $146.7 萬 | 0.22% | −157−0.6% | 減碼 |
| Diversified Trust Co | 25,322 | $146.8 萬 | 0.04% | −4,675−15.6% | 減碼 |
| Sterling Investment Management, Inc. | 25,337 | $146.9 萬 | 1.04% | −482−1.9% | 減碼 |
| Trinity Financial Advisors LLC | 25,433 | $147.4 萬 | 0.66% | −1,337−5.0% | 減碼 |
| Catalyst Funds Management Pty Ltd | 25,500 | $147.8 萬 | 0.41% | +25,500 | 新進 |
| Holderness Investments Co | 25,505 | $147.8 萬 | 0.36% | −103−0.4% | 減碼 |
| Neville Rodie & Shaw Inc | 25,553 | $148.1 萬 | 0.11% | −1,000−3.8% | 減碼 |
| Aspiriant, LLC | 25,601 | $148.4 萬 | 0.06% | −746−2.8% | 減碼 |
| Wright Investors Service Inc | 25,815 | $149.6 萬 | 0.38% | −644−2.4% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 25,971 | $150.5 萬 | 0.14% | −2,246−8.0% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,000 | $150.7 萬 | 0.32% | +26,000 | 新進 |
| Brevan Howard Capital Management LP | 26,314 | $152.5 萬 | 0.14% | −9,121−25.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 26,479 | $153.5 萬 | 0.03% | +3,904+17.3% | 加碼 |
| Chicago Partners Investment Group LLC | 25,280 | $154.1 萬 | 0.07% | −490−1.9% | 減碼 |
| Rothschild Investment LLC | 26,610 | $154.2 萬 | 0.11% | +205+0.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 26,638 | $154.3 萬 | 0.15% | −14,627−35.4% | 減碼 |
| Walter & Keenan Financial Consulting Co | 26,623 | $154.3 萬 | 0.51% | −2,200−7.6% | 減碼 |
| Main Street Research LLC | 26,644 | $154.4 萬 | 0.10% | +6,286+30.9% | 加碼 |
| Fiduciary Group LLC | 26,793 | $155.3 萬 | 0.17% | +59+0.2% | 加碼 |
| Citizens National Bank Trust Department | 26,827 | $155.5 萬 | 0.36% | +582+2.2% | 加碼 |
| Verdence Capital Advisors LLC | 26,835 | $155.5 萬 | 0.14% | +8,901+49.6% | 加碼 |
| Resources Management Corp | 26,975 | $156.3 萬 | 0.23% | −2,200−7.5% | 減碼 |
| Schechter Investment Advisors, LLC | 26,987 | $156.4 萬 | 0.12% | −3,993−12.9% | 減碼 |
| National Philanthropic Trust | 27,115 | $157.2 萬 | 0.03% | −811−2.9% | 減碼 |
| Northside Capital Management, LLC | 27,127 | $157.2 萬 | 0.28% | 00.0% | 不變 |
| Cove Street Capital, LLC | 27,200 | $157.7 萬 | 0.50% | −6,800−20.0% | 減碼 |
| BKD Wealth Advisors, LLC | 27,222 | $157.8 萬 | 0.04% | +16,515+154.2% | 加碼 |
| Everett Harris & Co | 27,229 | $157.8 萬 | 0.02% | −710−2.5% | 減碼 |
| Evergreen Capital Management LLC | 27,240 | $157.9 萬 | 0.06% | −1,558−5.4% | 減碼 |
| Inceptionr LLC | 27,249 | $157.9 萬 | 0.41% | +27,249 | 新進 |
| Harbour Investments, Inc. | 27,276 | $158.1 萬 | 0.06% | +383+1.4% | 加碼 |
| Jeppson Wealth Management, LLC | 27,317 | $158.3 萬 | 0.61% | −400−1.4% | 減碼 |
| Cinctive Capital Management LP | 27,352 | $158.5 萬 | 0.08% | +27,352 | 新進 |
| Chemistry Wealth Management LLC | 27,370 | $158.6 萬 | 0.43% | −454−1.6% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 27,491 | $159.3 萬 | 0.08% | −2,513−8.4% | 減碼 |
| Eos Management, L.P. | 27,500 | $159.4 萬 | 0.66% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 27,506 | $159.4 萬 | 0.02% | +2,202+8.7% | 加碼 |
| Argent Advisors, Inc. | 27,639 | $160.2 萬 | 0.63% | +1,225+4.6% | 加碼 |
| Kerrisdale Advisers, LLC | 27,696 | $160.5 萬 | 0.50% | −44,925−61.9% | 減碼 |
| Marco Investment Management LLC | 27,701 | $160.6 萬 | 0.15% | 00.0% | 不變 |
| Lummis Asset Management, LP | 27,878 | $161.6 萬 | 2.17% | −6,131−18.0% | 減碼 |
| Strategic Planning Group, LLC | 28,025 | $162.4 萬 | 0.41% | +2,481+9.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 28,112 | $162.9 萬 | 0.03% | +1,251+4.7% | 加碼 |
| N.E.W. Advisory Services LLC | 28,200 | $163.4 萬 | 0.18% | +125+0.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 28,328 | $164.2 萬 | 0.05% | +2,846+11.2% | 加碼 |
| Hoylecohen, LLC | 28,471 | $165.0 萬 | 0.13% | +20.0% | 加碼 |
| David Loasby | 28,861 | $166.2 萬 | 0.17% | +1,879+7.0% | 加碼 |
| Tradition Wealth Management, LLC | 28,817 | $167.0 萬 | 0.17% | −112−0.4% | 減碼 |
| Meridian Investment Counsel Inc. | 28,892 | $167.5 萬 | 0.56% | −741−2.5% | 減碼 |
| Foundations Investment Advisors, LLC | 29,046 | $168.4 萬 | 0.04% | −1,361−4.5% | 減碼 |
| Silvercrest Asset Management Group LLC | 29,090 | $168.6 萬 | 0.01% | +5,604+23.9% | 加碼 |
| Dynasty Wealth Management, LLC | 29,316 | $169.9 萬 | 0.05% | +29,316 | 新進 |
| Vista Investment Management | 29,404 | $170.4 萬 | 0.69% | −1,529−4.9% | 減碼 |
| CWA Asset Management Group, LLC | 29,438 | $170.6 萬 | 0.10% | +23,641+407.8% | 加碼 |
| NVWM, LLC | 29,522 | $171.1 萬 | 0.47% | −496−1.7% | 減碼 |
| Capital Fund Management S.A. | 29,551 | $171.3 萬 | 0.02% | −252,846−89.5% | 減碼 |
| Shelton Wealth Management, LLC | 29,567 | $171.4 萬 | 1.08% | +23+0.1% | 加碼 |
| Pacifica Partners Inc. | 30,508 | $172.9 萬 | 0.77% | −210−0.7% | 減碼 |
| Greenwood Capital Associates LLC | 29,852 | $173.0 萬 | 0.23% | −1,603−5.1% | 減碼 |
| MYDA Advisors LLC | 30,000 | $173.9 萬 | 0.61% | +30,000 | 新進 |
| Mystic Asset Management, Inc. | 30,057 | $174.2 萬 | 0.72% | −1,090−3.5% | 減碼 |
| Scott & Selber, Inc. | 30,069 | $174.3 萬 | 0.59% | +70+0.2% | 加碼 |
| Sendero Wealth Management, LLC | 30,105 | $174.5 萬 | 0.30% | −62,649−67.5% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 30,130 | $174.6 萬 | 0.04% | −781−2.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 30,154 | $174.8 萬 | 0.09% | −1,136−3.6% | 減碼 |
| Founders Financial Securities LLC | 30,295 | $175.6 萬 | 0.18% | −428−1.4% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $176.2 萬 | 0.11% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 30,448 | $176.5 萬 | 0.08% | +10,149+50.0% | 加碼 |
| Jones Financial Companies LLLP | 30,466 | $176.6 萬 | 0.00% | +15,580+104.7% | 加碼 |
| Conning Inc. | 30,471 | $176.6 萬 | 0.06% | −740−2.4% | 減碼 |
| Rehmann Capital Advisory Group | 30,501 | $176.8 萬 | 0.13% | +904+3.1% | 加碼 |
| Integrated Advisors Network LLC | 30,736 | $178.1 萬 | 0.09% | +2,565+9.1% | 加碼 |
| Grimes & Company, Inc. | 30,867 | $178.9 萬 | 0.05% | −283−0.9% | 減碼 |
| Teza Capital Management LLC | 31,001 | $179.7 萬 | 0.24% | −32,094−50.9% | 減碼 |
| We Are One Seven, LLC | 31,122 | $180.4 萬 | 0.09% | −4,305−12.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 31,181 | $180.7 萬 | 0.06% | −12,425−28.5% | 減碼 |
| Massachusetts Wealth Management | 31,577 | $183.0 萬 | 1.29% | +550+1.8% | 加碼 |
| Wrapmanager Inc | 31,579 | $183.0 萬 | 0.51% | +5,831+22.6% | 加碼 |
| Granite Investment Partners, LLC | 31,587 | $183.1 萬 | 0.07% | 00.0% | 不變 |
| Northwest Capital Management Inc | 31,695 | $183.7 萬 | 0.59% | −902−2.8% | 減碼 |
| SYSTM Wealth Solutions LLC | 31,733 | $183.9 萬 | 0.23% | −918−2.8% | 減碼 |
| Jump Financial, LLC | 31,852 | $184.6 萬 | 0.05% | −36,039−53.1% | 減碼 |
| Smith Shellnut Wilson LLC | 31,856 | $184.6 萬 | 0.98% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 31,924 | $185.0 萬 | 0.05% | +125+0.4% | 加碼 |
| Parallel Advisors, LLC | 31,993 | $185.4 萬 | 0.05% | +2,059+6.9% | 加碼 |
| Boothbay Fund Management, LLC | 32,024 | $185.6 萬 | 0.05% | +15,861+98.1% | 加碼 |
| AF Advisors, Inc. | 32,040 | $185.7 萬 | 0.40% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,068 | $185.9 萬 | 0.92% | +148+0.5% | 加碼 |
| Applied Capital LLC | 32,134 | $186.2 萬 | 1.52% | +32+0.1% | 加碼 |
| Cullinan Associates Inc | 32,145 | $186.3 萬 | 0.10% | −300−0.9% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $186.6 萬 | 0.58% | 00.0% | 不變 |
| Bank Pictet & Cie (Asia) Ltd | 32,600 | $188.9 萬 | 1.04% | −31,125−48.8% | 減碼 |
| Diversify Advisory Services, LLC | 32,864 | $189.3 萬 | 0.11% | +32,864 | 新進 |
| Bennett Selby Investments LP | 32,768 | $189.9 萬 | 0.89% | −1,083−3.2% | 減碼 |
| Norden Group LLC | 32,903 | $190.7 萬 | 0.39% | +6,560+24.9% | 加碼 |
| AlphaStar Capital Management, LLC | 33,220 | $192.5 萬 | 0.20% | +6,529+24.5% | 加碼 |