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 |
|---|---|---|---|---|---|
| Levin Capital Strategies, L.P. | 4,300 | $24.9 萬 | 0.03% | −777−15.3% | 減碼 |
| Wealth Group, Ltd. | 4,306 | $25.0 萬 | 0.19% | +4,306 | 新進 |
| Acorn Wealth Advisors, LLC | 4,329 | $25.1 萬 | 0.13% | −225−4.9% | 減碼 |
| Concord Asset Management, LLC | 4,330 | $25.1 萬 | 0.07% | +10+0.2% | 加碼 |
| Samalin Investment Counsel, LLC | 4,345 | $25.2 萬 | 0.12% | +22+0.5% | 加碼 |
| First Western Trust Bank | 4,353 | $25.2 萬 | 0.01% | −72−1.6% | 減碼 |
| Romano Brothers and Company | 4,353 | $25.2 萬 | 0.03% | 00.0% | 不變 |
| HC Advisors, LLC | 4,383 | $25.4 萬 | 0.12% | −605−12.1% | 減碼 |
| Mirador Capital Partners LP | 4,383 | $25.4 萬 | 0.05% | +157+3.7% | 加碼 |
| Five Oceans Advisors | 4,403 | $25.5 萬 | 0.13% | +17+0.4% | 加碼 |
| Advisor OS, LLC | 4,409 | $25.6 萬 | 0.03% | −2,737−38.3% | 減碼 |
| First Citizens Financial Corp | 4,419 | $25.6 萬 | 0.15% | +106+2.5% | 加碼 |
| Private Capital Management LLC | 4,420 | $25.6 萬 | 0.06% | +4,420 | 新進 |
| Laraway Financial Inc | 4,427 | $25.7 萬 | 0.23% | +10.0% | 加碼 |
| Affinity Capital Advisors, LLC | 4,431 | $25.7 萬 | 0.06% | −51−1.1% | 減碼 |
| Johnson & White Wealth Management, LLC | 4,436 | $25.7 萬 | 0.19% | −813−15.5% | 減碼 |
| Waypoint Capital Advisors, LLC | 4,435 | $25.7 萬 | 0.07% | +148+3.5% | 加碼 |
| Beach Investment Counsel Inc | 5,233 | $25.8 萬 | 0.03% | 00.0% | 不變 |
| J. L. Bainbridge & Co., Inc. | 4,457 | $25.8 萬 | 0.03% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 4,464 | $25.9 萬 | 0.09% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 4,567 | $25.9 萬 | 0.05% | −497−9.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 4,471 | $25.9 萬 | 0.04% | +24+0.5% | 加碼 |
| Amplius Wealth Advisors, LLC | 4,476 | $25.9 萬 | 0.03% | −296−6.2% | 減碼 |
| Powers Advisory Group, LLC | 4,482 | $26.0 萬 | 0.15% | −1,047−18.9% | 減碼 |
| Amarillo National Bank | 4,485 | $26.0 萬 | 0.05% | −69−1.5% | 減碼 |
| Monograph Wealth Advisors, LLC | 4,500 | $26.1 萬 | 0.04% | +4,500 | 新進 |
| Holistic Planning, LLC | 4,543 | $26.3 萬 | 0.20% | −70−1.5% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 4,556 | $26.4 萬 | 0.06% | 00.0% | 不變 |
| Prentiss Smith & Co Inc | 4,560 | $26.4 萬 | 0.19% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 4,572 | $26.5 萬 | 0.04% | −103−2.2% | 減碼 |
| Ellenbecker Investment Group | 4,576 | $26.5 萬 | 0.06% | +373+8.9% | 加碼 |
| Catalytic Wealth RIA, LLC | 4,599 | $26.7 萬 | 0.05% | +4,599 | 新進 |
| Northeast Financial Consultants Inc | 4,600 | $26.7 萬 | 0.01% | +299+7.0% | 加碼 |
| Community Trust & Investment Co | 4,619 | $26.8 萬 | 0.02% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 4,625 | $26.8 萬 | 0.02% | +4,625 | 新進 |
| Colonial Trust Advisors | 4,634 | $26.9 萬 | 0.03% | −638−12.1% | 減碼 |
| New Covenant Trust Company, N.A. | 4,636 | $26.9 萬 | 0.27% | +4,636 | 新進 |
| Prosperity Consulting Group, LLC | 4,644 | $26.9 萬 | 0.03% | +578+14.2% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 4,650 | $27.0 萬 | 0.08% | +4,650 | 新進 |
| Bill Few Associates, Inc. | 4,658 | $27.0 萬 | 0.11% | +23+0.5% | 加碼 |
| Talisman Wealth Advisors LLC | 4,667 | $27.1 萬 | 0.34% | +77+1.7% | 加碼 |
| Avaii Wealth Management, LLC | 4,683 | $27.1 萬 | 0.16% | −376−7.4% | 減碼 |
| LRI Investments, LLC | 4,685 | $27.2 萬 | 0.07% | +4,685 | 新進 |
| Belmont Capital, LLC | 4,705 | $27.3 萬 | 0.07% | −4,499−48.9% | 減碼 |
| O'Rourke & Company, Inc | 4,717 | $27.3 萬 | 0.16% | +3+0.1% | 加碼 |
| MBL Wealth, LLC | 4,724 | $27.4 萬 | 0.03% | +244+5.4% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 4,724 | $27.4 萬 | 0.00% | −112−2.3% | 減碼 |
| FinTrust Capital Advisors, LLC | 4,740 | $27.5 萬 | 0.05% | −9,109−65.8% | 減碼 |
| Leo Wealth, LLC | 4,747 | $27.5 萬 | 0.03% | +241+5.3% | 加碼 |
| Bank of Hawaii | 4,743 | $27.5 萬 | 0.01% | −671−12.4% | 減碼 |
| Penobscot Investment Management Company, Inc. | 4,746 | $27.5 萬 | 0.03% | +233+5.2% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 4,748 | $27.5 萬 | 0.10% | +4,748 | 新進 |
| Millennium Capital Advisors, LLC | 4,750 | $27.5 萬 | 0.19% | −1,400−22.8% | 減碼 |
| Hayek Kallen Investment Management | 4,760 | $27.6 萬 | 0.11% | −100−2.1% | 減碼 |
| Klingenstein Fields & Co LP | 4,775 | $27.7 萬 | 0.01% | −1,148−19.4% | 減碼 |
| Custom Index Systems, LLC | 4,834 | $28.0 萬 | 0.16% | +4,834 | 新進 |
| Vaughan David Investments LLC | 4,845 | $28.1 萬 | 0.01% | −300−5.8% | 減碼 |
| Cutter & CO Brokerage, Inc. | 4,852 | $28.1 萬 | 0.07% | −59−1.2% | 減碼 |
| Girard Partners Ltd. | 4,861 | $28.2 萬 | 0.03% | +378+8.4% | 加碼 |
| Stockman Wealth Management, Inc. | 4,864 | $28.2 萬 | 0.05% | +175+3.7% | 加碼 |
| Consolidated Planning Corp | 4,868 | $28.2 萬 | 0.05% | −399−7.6% | 減碼 |
| Verus Capital Partners, LLC | 4,873 | $28.2 萬 | 0.03% | −212−4.2% | 減碼 |
| Walker Asset Management, LLC | 4,883 | $28.3 萬 | 0.19% | +27+0.6% | 加碼 |
| Fortis Group Advisors, LLC | 4,889 | $28.3 萬 | 0.05% | +3,649+294.3% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 4,894 | $28.4 萬 | 0.13% | −500−9.3% | 減碼 |
| Regent Peak Wealth Advisors LLC | 4,900 | $28.4 萬 | 0.07% | +41+0.8% | 加碼 |
| Willner & Heller, LLC | 4,908 | $28.4 萬 | 0.28% | +30+0.6% | 加碼 |
| Optas, LLC | 4,910 | $28.5 萬 | 0.08% | +83+1.7% | 加碼 |
| Jacobsen Capital Management | 4,921 | $28.5 萬 | 0.13% | +37+0.8% | 加碼 |
| Saxon Interests, Inc. | 4,925 | $28.5 萬 | 0.14% | +87+1.8% | 加碼 |
| Wealth Management Associates, Inc. | 4,807 | $28.6 萬 | 0.13% | −299−5.9% | 減碼 |
| Founders Capital Management | 4,942 | $28.6 萬 | 0.19% | −1,871−27.5% | 減碼 |
| Cornerstone Wealth Advisors, Inc. | 4,949 | $28.7 萬 | 0.09% | 00.0% | 不變 |
| GFS Advisors, LLC | 4,948 | $28.7 萬 | 0.05% | −5,260−51.5% | 減碼 |
| WoodTrust Financial Corp | 4,947 | $28.7 萬 | 0.05% | +46+0.9% | 加碼 |
| Marino, Stram & Associates LLC | 4,972 | $28.8 萬 | 0.07% | −36−0.7% | 減碼 |
| Quantum Financial Advisors, LLC | 4,992 | $28.9 萬 | 0.05% | +4,992 | 新進 |
| Warwick Investment Management, Inc. | 4,994 | $28.9 萬 | 0.07% | +4,994 | 新進 |
| Puzo Michael J | 5,000 | $29.0 萬 | 0.08% | 00.0% | 不變 |
| Hourglass Capital, LLC | 5,000 | $29.0 萬 | 0.09% | 00.0% | 不變 |
| Triad Investment Management | 5,000 | $29.0 萬 | 0.35% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 5,000 | $29.0 萬 | 0.13% | +3,000+150.0% | 加碼 |
| Verity & Verity, LLC | 5,001 | $29.0 萬 | 0.03% | −4,509−47.4% | 減碼 |
| Financial Architects, LLC | 5,002 | $29.0 萬 | 0.20% | +5,002 | 新進 |
| Alternative Investment Advisors, LLC. | 5,045 | $29.1 萬 | 0.18% | +3+0.1% | 加碼 |
| Indiana Trust & Investment Management CO | 5,015 | $29.1 萬 | 0.12% | 00.0% | 不變 |
| Mokosak Advisory Group, LLC | 5,015 | $29.1 萬 | 0.10% | +704+16.3% | 加碼 |
| Cornerstone Wealth Group, LLC | 5,039 | $29.2 萬 | 0.03% | +5,039 | 新進 |
| MKT Advisors LLC | 5,141 | $29.3 萬 | 0.16% | −2,769−35.0% | 減碼 |
| Forte Capital LLC | 5,053 | $29.3 萬 | 0.04% | −292−5.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,056 | $29.3 萬 | 0.00% | −6−0.1% | 減碼 |
| Check Capital Management Inc | 5,063 | $29.3 萬 | 0.02% | −1,800−26.2% | 減碼 |
| CBOE Vest Financial, LLC | 5,070 | $29.4 萬 | 0.01% | +5,070 | 新進 |
| Caldwell Sutter Capital, Inc. | 5,077 | $29.4 萬 | 0.14% | −173−3.3% | 減碼 |
| Birch Hill Investment Advisors LLC | 5,079 | $29.4 萬 | 0.01% | +5,079 | 新進 |
| CVA Family Office, LLC | 5,084 | $29.5 萬 | 0.05% | +39+0.8% | 加碼 |
| Bruce G. Allen Investments, LLC | 5,105 | $29.6 萬 | 0.24% | −696−12.0% | 減碼 |
| Whalerock Point Partners, LLC | 5,108 | $29.6 萬 | 0.08% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 5,114 | $29.6 萬 | 0.01% | +5,114 | 新進 |
| Oxford Financial Group Ltd | 5,115 | $29.6 萬 | 0.02% | +354+7.4% | 加碼 |