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 2,882 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 | 2,882 | $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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 3,673 | $21.3 萬 | 0.04% | −20−0.5% | 減碼 |
| Financial Insights, Inc. | 3,675 | $21.3 萬 | 0.06% | +3,675 | 新進 |
| WSFS Capital Management, LLC | 3,675 | $21.3 萬 | 0.01% | +3,675 | 新進 |
| Independent Wealth Network Inc. | 3,679 | $21.3 萬 | 0.10% | +3,679 | 新進 |
| Traveka Wealth, LLC | 3,679 | $21.3 萬 | 0.10% | +3,679 | 新進 |
| Affiance Financial, LLC | 3,683 | $21.3 萬 | 0.06% | +3,683 | 新進 |
| Eagle Wealth Strategies LLC | 3,713 | $21.4 萬 | 0.17% | +3,713 | 新進 |
| Boston Family Office LLC | 3,698 | $21.4 萬 | 0.02% | −1,000−21.3% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 3,700 | $21.4 萬 | 0.06% | +3,700 | 新進 |
| Hazlett, Burt & Watson, Inc. | 3,687 | $21.5 萬 | 0.13% | −325−8.1% | 減碼 |
| Principal Street Partners, LLC | 3,478 | $21.5 萬 | 0.04% | +3,478 | 新進 |
| Rise Advisors, LLC | 3,723 | $21.6 萬 | 0.11% | +1,868+100.7% | 加碼 |
| American Trust | 3,738 | $21.7 萬 | 0.02% | +3,738 | 新進 |
| Cottonwood Capital Advisors, LLC | 3,814 | $21.7 萬 | 0.17% | +3,814 | 新進 |
| Boston Financial Mangement LLC | 3,753 | $21.8 萬 | 0.01% | +3,753 | 新進 |
| HRC Wealth Management, LLC | 3,756 | $21.8 萬 | 0.16% | +3,756 | 新進 |
| Washington Capital Management Inc | 3,760 | $21.8 萬 | 0.18% | +3,760 | 新進 |
| Sovereign Financial Group, Inc. | 3,761 | $21.8 萬 | 0.06% | +3,761 | 新進 |
| ICA Group Wealth Management, LLC | 3,766 | $21.8 萬 | 0.04% | −992−20.8% | 減碼 |
| One + One Wealth Management, LLC | 3,768 | $21.8 萬 | 0.13% | +3,768 | 新進 |
| Brio Consultants, LLC | 3,769 | $21.8 萬 | 0.04% | +3,769 | 新進 |
| Copperleaf Capital, LLC | 3,770 | $21.9 萬 | 0.19% | +3,770 | 新進 |
| Spinnaker Investment Group, LLC | 3,784 | $21.9 萬 | 0.06% | +3,784 | 新進 |
| First Foundation Advisors | 3,797 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Denali Advisors LLC | 3,800 | $22.0 萬 | 0.06% | −6,100−61.6% | 減碼 |
| Full Sail Capital, LLC | 3,804 | $22.0 萬 | 0.02% | +3,804 | 新進 |
| Tompkins Financial Corp | 3,820 | $22.1 萬 | 0.03% | 00.0% | 不變 |
| Bernardo Wealth Planning LLC | 3,826 | $22.2 萬 | 0.06% | +3,826 | 新進 |
| Newman Dignan & Sheerar, Inc. | 3,830 | $22.2 萬 | 0.06% | −500−11.5% | 減碼 |
| Ewa, LLC | 3,623 | $22.4 萬 | 0.10% | +3,623 | 新進 |
| Demars Financial Group, LLC | 3,875 | $22.5 萬 | 0.11% | +3,875 | 新進 |
| First Pacific Financial | 3,879 | $22.5 萬 | 0.06% | −370−8.7% | 減碼 |
| Financial Advisory Group | 3,883 | $22.5 萬 | 0.04% | +3,883 | 新進 |
| Summit X, LLC | 3,891 | $22.6 萬 | 0.06% | +3,891 | 新進 |
| Hara Capital LLC | 3,895 | $22.6 萬 | 0.14% | +3,895 | 新進 |
| Peddock Capital Advisors, LLC | 3,905 | $22.6 萬 | 0.06% | +3,905 | 新進 |
| Dark Forest Capital Management LP | 3,911 | $22.7 萬 | 0.04% | +3,911 | 新進 |
| Revolve Wealth Partners, LLC | 3,946 | $22.9 萬 | 0.04% | +3,946 | 新進 |
| M&R Capital Management Inc | 3,954 | $22.9 萬 | 0.06% | −1,255−24.1% | 減碼 |
| Holistic Financial Partners | 3,947 | $22.9 萬 | 0.12% | +3,947 | 新進 |
| Sachetta, LLC | 4,654 | $22.9 萬 | 0.11% | 00.0% | 不變 |
| HFG Advisors, Inc. | 3,953 | $22.9 萬 | 0.20% | −397−9.1% | 減碼 |
| Executive Wealth Management, LLC | 3,981 | $22.9 萬 | 0.02% | +3,981 | 新進 |
| 17 Capital Partners, LLC | 3,966 | $23.0 萬 | 0.17% | −750−15.9% | 減碼 |
| Centennial Bank | 3,989 | $23.1 萬 | 0.12% | −587−12.8% | 減碼 |
| United Bank | 4,000 | $23.2 萬 | 0.03% | +4,000 | 新進 |
| Hurlow Wealth Management Group, Inc. | 4,017 | $23.3 萬 | 0.08% | +4,017 | 新進 |
| Solidarilty Wealth, LLC | 4,023 | $23.3 萬 | 0.07% | +4,023 | 新進 |
| SignalPoint Asset Management, LLC | 4,033 | $23.4 萬 | 0.06% | +4,033 | 新進 |
| Asset Dedication, LLC | 4,052 | $23.4 萬 | 0.02% | 00.0% | 不變 |
| Coyle Financial Counsel LLC | 4,038 | $23.4 萬 | 0.08% | +4,038 | 新進 |
| West Financial Advisors, LLC | 4,039 | $23.4 萬 | 0.05% | +2,059+104.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,045 | $23.4 萬 | 0.04% | −679−14.4% | 減碼 |
| Twin Focus Capital Partners, LLC | 4,047 | $23.5 萬 | 0.04% | +4,047 | 新進 |
| Abacus Planning Group, Inc. | 4,050 | $23.5 萬 | 0.05% | +4,050 | 新進 |
| Brown, Lisle/Cummings, Inc. | 4,052 | $23.5 萬 | 0.08% | −100−2.4% | 減碼 |
| Encompass Wealth Advisors, LLC | 4,053 | $23.5 萬 | 0.06% | −924−18.6% | 減碼 |
| Investment House LLC | 4,054 | $23.5 萬 | 0.01% | +4,054 | 新進 |
| Prelude Capital Management, LLC | 4,063 | $23.5 萬 | 0.02% | +4,063 | 新進 |
| QVR LLC | 4,066 | $23.6 萬 | 0.04% | +4,066 | 新進 |
| Invenio Wealth Partners LLC | 4,067 | $23.6 萬 | 0.13% | +4,067 | 新進 |
| Centurion Wealth Management LLC | 4,079 | $23.6 萬 | 0.09% | +4,079 | 新進 |
| One Wealth Management Investment & Advisory Services, LLC | 4,079 | $23.6 萬 | 0.10% | +4,079 | 新進 |
| United Community Bank | 4,090 | $23.7 萬 | 0.09% | −45−1.1% | 減碼 |
| Financial Security Advisor, Inc. | 4,091 | $23.7 萬 | 0.08% | +13+0.3% | 加碼 |
| Keynote Financial Services LLC | 4,100 | $23.8 萬 | 0.20% | +4,100 | 新進 |
| Ipswich Investment Management Co., Inc. | 4,101 | $23.8 萬 | 0.06% | −1,000−19.6% | 減碼 |
| Northwest Investment Counselors, LLC | 4,121 | $23.9 萬 | 0.06% | −1,320−24.3% | 減碼 |
| Community Bank, N.A. | 4,125 | $23.9 萬 | 0.03% | 00.0% | 不變 |
| Cravens & Co Advisors, LLC | 4,125 | $23.9 萬 | 0.20% | +4,125 | 新進 |
| Skyline Advisors, Inc. | 4,132 | $24.0 萬 | 0.11% | −199−4.6% | 減碼 |
| Syverson Strege & Co | 4,133 | $24.0 萬 | 0.09% | −1,794−30.3% | 減碼 |
| Pinnacle Holdings, LLC | 4,133 | $24.0 萬 | 0.10% | −94−2.2% | 減碼 |
| Osterweis Capital Management Inc | 4,141 | $24.0 萬 | 0.01% | −9,755−70.2% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 4,168 | $24.0 萬 | 0.06% | 00.0% | 不變 |
| Tillman Hartley LLC | 4,147 | $24.0 萬 | 0.08% | 00.0% | 不變 |
| First County Bank | 4,151 | $24.1 萬 | 0.12% | −29−0.7% | 減碼 |
| Arden Trust Co | 4,155 | $24.1 萬 | 0.03% | −650−13.5% | 減碼 |
| Gould Asset Management LLC | 4,157 | $24.1 萬 | 0.06% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 4,177 | $24.2 萬 | 0.05% | +66+1.6% | 加碼 |
| James Hambro & Partners | 4,194 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Woodstock Corp | 4,205 | $24.4 萬 | 0.03% | −169−3.9% | 減碼 |
| Professional Financial Advisors, LLC | 4,208 | $24.4 萬 | 0.07% | +25+0.6% | 加碼 |
| IFG Advisors, LLC | 4,209 | $24.4 萬 | 0.06% | +98+2.4% | 加碼 |
| 1858 Wealth Management, LLC | 4,963 | $24.4 萬 | 0.23% | 00.0% | 不變 |
| Cherry Creek Investment Advisors, Inc. | 4,223 | $24.5 萬 | 0.13% | −2,107−33.3% | 減碼 |
| Steward Partners Investment Solutions, LLC | 4,225 | $24.5 萬 | 0.04% | −571−11.9% | 減碼 |
| Tradewinds Capital Management, LLC | 4,225 | $24.5 萬 | 0.07% | +3,400+412.1% | 加碼 |
| Fermata Advisors, LLC | 4,229 | $24.5 萬 | 0.06% | −447−9.6% | 減碼 |
| WealthTrust Axiom LLC | 4,237 | $24.6 萬 | 0.08% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 4,242 | $24.6 萬 | 0.02% | +47+1.1% | 加碼 |
| Gradient Capital Advisors, LLC | 4,244 | $24.6 萬 | 0.09% | +17+0.4% | 加碼 |
| X-Square Capital, LLC | 4,142 | $24.6 萬 | 0.12% | −497−10.7% | 減碼 |
| Builder Investment Group Inc | 4,250 | $24.6 萬 | 0.07% | −8−0.2% | 減碼 |
| WealthPLAN Partners, LLC | 4,253 | $24.6 萬 | 0.03% | +14+0.3% | 加碼 |
| First American Bank | 4,255 | $24.7 萬 | 0.02% | 00.0% | 不變 |
| Turtle Creek Wealth Advisors, LLC | 4,261 | $24.7 萬 | 0.06% | −607−12.5% | 減碼 |
| Chesapeake Wealth Management | 4,266 | $24.7 萬 | 0.09% | +26+0.6% | 加碼 |
| Concentrum Wealth Management | 4,271 | $24.8 萬 | 0.11% | +4,271 | 新進 |
| First Personal Financial Services | 4,294 | $24.9 萬 | 0.06% | +881+25.8% | 加碼 |