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 |
|---|---|---|---|---|---|
| Burt Wealth Advisors | 5,117 | $29.7 萬 | 0.08% | 00.0% | 不變 |
| New Republic Capital, LLC | 5,121 | $29.7 萬 | 0.19% | −1,778−25.8% | 減碼 |
| Annex Advisory Services, LLC | 5,142 | $29.8 萬 | 0.01% | +5,142 | 新進 |
| Pegasus Partners Ltd. | 5,154 | $29.9 萬 | 0.03% | +287+5.9% | 加碼 |
| Chapin Davis, Inc. | 5,160 | $29.9 萬 | 0.11% | −262−4.8% | 減碼 |
| Matrix Private Capital Group LLC | 5,171 | $30.0 萬 | 0.20% | +13+0.3% | 加碼 |
| Narus Financial Partners, LLC | 5,173 | $30.0 萬 | 0.13% | +28+0.5% | 加碼 |
| Salomon & Ludwin, LLC | 5,181 | $30.0 萬 | 0.03% | −68−1.3% | 減碼 |
| BluePath Capital Management, LLC | 5,182 | $30.0 萬 | 0.23% | +5,182 | 新進 |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,184 | $30.0 萬 | 0.08% | +791+18.0% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,186 | $30.1 萬 | 0.02% | −2,710−34.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,926 | $30.1 萬 | 0.00% | −1,710−25.8% | 減碼 |
| Legacy Private Trust Co. | 5,205 | $30.2 萬 | 0.02% | −945−15.4% | 減碼 |
| Boston Mountain Money Management Inc | 5,210 | $30.2 萬 | 0.21% | +5,210 | 新進 |
| Crewe Advisors LLC | 5,211 | $30.2 萬 | 0.04% | +5,211 | 新進 |
| Magnus Financial Group LLC | 5,216 | $30.2 萬 | 0.04% | −101−1.9% | 減碼 |
| Advisory Alpha, LLC | 5,220 | $30.3 萬 | 0.01% | +89+1.7% | 加碼 |
| Guardian Wealth Management, Inc. | 5,224 | $30.3 萬 | 0.23% | −265−4.8% | 減碼 |
| Ellevest, Inc. | 5,237 | $30.4 萬 | 0.02% | +5,237 | 新進 |
| Redhawk Wealth Advisors, Inc. | 5,239 | $30.4 萬 | 0.05% | +17+0.3% | 加碼 |
| Brave Warrior Advisors, LLC | 5,250 | $30.4 萬 | 0.01% | 00.0% | 不變 |
| Wallace Capital Management Inc. | 5,268 | $30.5 萬 | 0.04% | 00.0% | 不變 |
| Coastline Trust Co | 5,272 | $30.6 萬 | 0.04% | +357+7.3% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 5,272 | $30.6 萬 | 0.06% | −625−10.6% | 減碼 |
| Constitution Capital LLC | 5,300 | $30.7 萬 | 0.17% | 00.0% | 不變 |
| Raelipskie Partnership | 5,300 | $30.7 萬 | 0.18% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 5,312 | $30.8 萬 | 0.25% | +725+15.8% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 5,317 | $30.8 萬 | 0.05% | −12−0.2% | 減碼 |
| Hohimer Wealth Management, LLC | 5,323 | $30.9 萬 | 0.07% | +5,323 | 新進 |
| First Command Advisory Services, Inc. | 4,752 | $30.9 萬 | 0.00% | +103+2.2% | 加碼 |
| Howe & Rusling Inc | 5,339 | $30.9 萬 | 0.03% | −991−15.7% | 減碼 |
| CFO4Life Group, LLC | 5,342 | $31.0 萬 | 0.06% | +110+2.1% | 加碼 |
| Hardy Reed LLC | 5,349 | $31.0 萬 | 0.04% | +36+0.7% | 加碼 |
| Portfolio Strategies, Inc. | 5,349 | $31.0 萬 | 0.02% | +5,349 | 新進 |
| Security National Bank of So Dak | 5,357 | $31.0 萬 | 0.19% | −1,867−25.8% | 減碼 |
| Alaethes Wealth LLC | 5,363 | $31.1 萬 | 0.14% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 5,364 | $31.1 萬 | 0.05% | +237+4.6% | 加碼 |
| Guyasuta Investment Advisors Inc | 6,331 | $31.2 萬 | 0.02% | 00.0% | 不變 |
| Inscription Capital, LLC | 5,390 | $31.2 萬 | 0.05% | +5,390 | 新進 |
| Bridgewealth Advisory Group, LLC | 5,393 | $31.3 萬 | 0.15% | +10.0% | 加碼 |
| Charter Trust Co | 5,412 | $31.4 萬 | 0.02% | +5,412 | 新進 |
| Denver Wealth Management, Inc. | 5,420 | $31.4 萬 | 0.16% | −77−1.4% | 減碼 |
| Encompass More Asset Management | 5,424 | $31.4 萬 | 0.26% | +5,424 | 新進 |
| McAdam, LLC | 5,431 | $31.5 萬 | 0.02% | +463+9.3% | 加碼 |
| Advus Financial Partners, LLC | 5,440 | $31.5 萬 | 0.10% | −79−1.4% | 減碼 |
| Duncker Streett & Co Inc | 5,442 | $31.5 萬 | 0.06% | −588−9.8% | 減碼 |
| Weinberger Asset Management, Inc | 5,442 | $31.5 萬 | 0.15% | +27+0.5% | 加碼 |
| Howard Capital Management Group, LLC | 5,450 | $31.6 萬 | 0.02% | 00.0% | 不變 |
| Eagle Harbor Asset Management Inc | 5,457 | $31.6 萬 | 0.34% | 00.0% | 不變 |
| Callan Capital, LLC | 5,462 | $31.7 萬 | 0.03% | +5,462 | 新進 |
| Occidental Asset Management, LLC | 5,470 | $31.7 萬 | 0.06% | −2,572−32.0% | 減碼 |
| JJJ Advisors Inc. | 5,484 | $31.8 萬 | 0.07% | +52+1.0% | 加碼 |
| Blue Barn Wealth, LLC | 5,497 | $31.9 萬 | 0.18% | −3,368−38.0% | 減碼 |
| Nexus Investment Management ULC | 5,500 | $31.9 萬 | 0.03% | −1,000−15.4% | 減碼 |
| Baron Wealth Management LLC | 5,507 | $31.9 萬 | 0.17% | −1,091−16.5% | 減碼 |
| Moss Adams Wealth Advisors LLC | 5,534 | $32.1 萬 | 0.05% | +5,534 | 新進 |
| Silverlake Wealth Management LLC | 5,580 | $32.3 萬 | 0.16% | −25−0.4% | 減碼 |
| Detalus Advisors, LLC | 5,600 | $32.5 萬 | 0.12% | 00.0% | 不變 |
| Register Financial Advisors LLC | 5,620 | $32.6 萬 | 0.17% | −231−3.9% | 減碼 |
| Nwam LLC | 5,454 | $32.7 萬 | 0.03% | −203−3.6% | 減碼 |
| HHM Wealth Advisors, LLC | 5,645 | $32.7 萬 | 0.05% | 00.0% | 不變 |
| G2 Capital Management, LLC | 5,647 | $32.7 萬 | 0.11% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 5,660 | $32.8 萬 | 0.21% | −1,195−17.4% | 減碼 |
| Cooper Financial Group | 5,670 | $32.9 萬 | 0.05% | +5,670 | 新進 |
| Penserra Capital Management LLC | 5,693 | $32.9 萬 | 0.00% | −16,520−74.4% | 減碼 |
| Ballast, Inc. | 5,690 | $33.0 萬 | 0.10% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 5,694 | $33.0 萬 | 0.22% | +298+5.5% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,697 | $33.0 萬 | 0.25% | −2,331−29.0% | 減碼 |
| Aprio Wealth Management, LLC | 5,710 | $33.1 萬 | 0.06% | +696+13.9% | 加碼 |
| Credential Qtrade Securities Inc. | 5,715 | $33.1 萬 | 0.02% | −117−2.0% | 減碼 |
| Parsons Capital Management Inc | 5,754 | $33.4 萬 | 0.02% | +53+0.9% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 5,757 | $33.4 萬 | 3.04% | −39,323−87.2% | 減碼 |
| Narwhal Capital Management | 5,768 | $33.4 萬 | 0.03% | −16,746−74.4% | 減碼 |
| MSH Capital Advisors LLC | 5,770 | $33.4 萬 | 0.12% | +112+2.0% | 加碼 |
| Addison Capital Co | 5,784 | $33.5 萬 | 0.17% | −3,127−35.1% | 減碼 |
| Koss-Olinger Consulting, LLC | 5,800 | $33.6 萬 | 0.18% | −41,248−87.7% | 減碼 |
| Ayrshire Capital Management LLC | 5,800 | $33.6 萬 | 0.18% | −1,710−22.8% | 減碼 |
| Trustmark National Bank Trust Department | 5,807 | $33.7 萬 | 0.03% | +324+5.9% | 加碼 |
| Zullo Investment Group, Inc. | 5,808 | $33.7 萬 | 0.16% | −1,355−18.9% | 減碼 |
| Smithfield Trust Co | 5,828 | $33.7 萬 | 0.02% | 00.0% | 不變 |
| Flputnam Investment Management Co | 5,822 | $33.7 萬 | 0.01% | +116+2.0% | 加碼 |
| Summit Global Investments | 5,825 | $33.8 萬 | 0.03% | −211−3.5% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 5,849 | $33.9 萬 | 0.06% | +222+3.9% | 加碼 |
| Investment Advisory Group, LLC | 5,862 | $34.0 萬 | 0.14% | +15+0.3% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 5,889 | $34.1 萬 | 0.09% | +710+13.7% | 加碼 |
| Strategic Blueprint, LLC | 5,893 | $34.2 萬 | 0.02% | +291+5.2% | 加碼 |
| Pioneer Trust Bank N A | 5,900 | $34.2 萬 | 0.10% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 5,902 | $34.2 萬 | 0.07% | 00.0% | 不變 |
| Arcataur Capital Management LLC | 5,914 | $34.3 萬 | 0.12% | 00.0% | 不變 |
| Traphagen Investment Advisors LLC | 5,920 | $34.3 萬 | 0.04% | −475−7.4% | 減碼 |
| Atwood & Palmer Inc | 5,925 | $34.3 萬 | 0.03% | −3,523−37.3% | 減碼 |
| M3 Advisory Group, LLC | 5,928 | $34.4 萬 | 0.31% | +26+0.4% | 加碼 |
| Silvia McColl Wealth Management, LLC | 6,039 | $34.4 萬 | 0.29% | +20.0% | 加碼 |
| Financial Advocates Investment Management | 5,939 | $34.4 萬 | 0.02% | −536−8.3% | 減碼 |
| SPC Financial, Inc. | 5,956 | $34.5 萬 | 0.03% | +157+2.7% | 加碼 |
| Angeles Investment Advisors, LLC | 5,962 | $34.6 萬 | 0.02% | +620+11.6% | 加碼 |
| Kesler, Norman & Wride, LLC | 5,978 | $34.6 萬 | 0.07% | +21+0.4% | 加碼 |
| Fenimore Asset Management Inc | 6,000 | $34.8 萬 | 0.01% | 00.0% | 不變 |
| Josh Arnold Investment Consultant, LLC | 6,000 | $34.8 萬 | 0.37% | 00.0% | 不變 |
| Diversified, LLC | 6,020 | $34.9 萬 | 0.05% | −20.0% | 減碼 |