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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 6,027 | $34.9 萬 | 0.02% | +1,455+31.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 6,032 | $35.0 萬 | 0.00% | −144−2.3% | 減碼 |
| SeaBridge Investment Advisors LLC | 6,045 | $35.0 萬 | 0.09% | 00.0% | 不變 |
| APCM Wealth Management for Individuals | 6,046 | $35.0 萬 | 0.05% | 00.0% | 不變 |
| E&G Advisors, LP | 6,062 | $35.1 萬 | 0.11% | −591−8.9% | 減碼 |
| Means Investment Co., Inc. | 6,063 | $35.1 萬 | 0.05% | +18+0.3% | 加碼 |
| Allen Capital Group, LLC | 6,067 | $35.2 萬 | 0.05% | +756+14.2% | 加碼 |
| Wealthstream Advisors, Inc. | 6,100 | $35.4 萬 | 0.13% | +102+1.7% | 加碼 |
| Cutler Group LP | 6,114 | $35.4 萬 | 0.18% | −5,944−49.3% | 減碼 |
| Nations Financial Group Inc, | 6,114 | $35.4 萬 | 0.03% | +228+3.9% | 加碼 |
| Family Firm, Inc. | 6,146 | $35.6 萬 | 0.09% | +481+8.5% | 加碼 |
| Burton Enright Welch | 6,151 | $35.7 萬 | 0.09% | +6,151 | 新進 |
| Sunflower Bank, N.A. | 6,161 | $35.7 萬 | 0.08% | −46−0.7% | 減碼 |
| Atlas Brown,Inc. | 6,178 | $35.8 萬 | 0.13% | +232+3.9% | 加碼 |
| Patten & Patten Inc | 6,189 | $35.9 萬 | 0.03% | +500+8.8% | 加碼 |
| Epiq Partners, LLC | 6,190 | $35.9 萬 | 0.24% | −460−6.9% | 減碼 |
| CoreFirst Bank & Trust | 6,195 | $35.9 萬 | 0.22% | −90−1.4% | 減碼 |
| Seven Mile Advisory | 6,200 | $35.9 萬 | 0.27% | +330+5.6% | 加碼 |
| MQS Management LLC | 6,200 | $35.9 萬 | 0.21% | +6,200 | 新進 |
| Heritage Investment Group, Inc. | 6,205 | $36.0 萬 | 0.07% | −369−5.6% | 減碼 |
| Legacy Bridge, LLC | 6,229 | $36.1 萬 | 0.21% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 6,242 | $36.2 萬 | 0.28% | −87,245−93.3% | 減碼 |
| Core Alternative Capital | 6,247 | $36.2 萬 | 0.06% | −795−11.3% | 減碼 |
| Successful Portfolios LLC | 6,264 | $36.3 萬 | 0.25% | −954−13.2% | 減碼 |
| Allegheny Financial Group LTD | 6,265 | $36.3 萬 | 0.11% | +593+10.5% | 加碼 |
| Arrow Financial Corp | 6,273 | $36.4 萬 | 0.04% | −61−1.0% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,551 | $36.4 萬 | 0.14% | +448+7.3% | 加碼 |
| First Financial Corp | 6,286 | $36.4 萬 | 0.18% | +1,691+36.8% | 加碼 |
| AXS Investments LLC | 6,341 | $36.8 萬 | 0.09% | +412+6.9% | 加碼 |
| Transform Wealth, LLC | 6,362 | $36.9 萬 | 0.04% | +1,902+42.6% | 加碼 |
| CMG Global Holdings, LLC | 6,365 | $36.9 萬 | 0.25% | +20.0% | 加碼 |
| CKW Financial Group | 6,400 | $36.9 萬 | 0.05% | 00.0% | 不變 |
| West Oak Capital, LLC | 6,375 | $36.9 萬 | 0.16% | 00.0% | 不變 |
| TBH Global Asset Management, LLC | 6,382 | $37.0 萬 | 0.07% | +1,022+19.1% | 加碼 |
| GW&K Investment Management, LLC | 6,382 | $37.0 萬 | 0.00% | −311,489−98.0% | 減碼 |
| Sound Income Strategies, LLC | 6,385 | $37.0 萬 | 0.03% | −543−7.8% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 6,390 | $37.0 萬 | 0.20% | +1,278+25.0% | 加碼 |
| Resonant Capital Advisors, LLC | 6,391 | $37.0 萬 | 0.03% | +2,268+55.0% | 加碼 |
| Capital Square, LLC | 6,398 | $37.1 萬 | 0.26% | +1,398+28.0% | 加碼 |
| Charles Schwab Trust Co | 6,400 | $37.1 萬 | 0.04% | +6,400 | 新進 |
| Visionary Wealth Advisors | 6,414 | $37.2 萬 | 0.03% | −790−11.0% | 減碼 |
| Imprint Wealth LLC | 6,460 | $37.2 萬 | 0.09% | +1,509+30.5% | 加碼 |
| Cascade Financial Partners, LLC | 6,663 | $37.6 萬 | 0.05% | +6,663 | 新進 |
| Canopy Partners, LLC | 6,502 | $37.7 萬 | 0.18% | +1,621+33.2% | 加碼 |
| Fruth Investment Management | 6,518 | $37.7 萬 | 0.10% | +200+3.2% | 加碼 |
| AA Financial Advisors, LLC | 6,520 | $37.8 萬 | 0.15% | +6,520 | 新進 |
| Smith, Moore & Co. | 6,527 | $37.8 萬 | 0.04% | −300−4.4% | 減碼 |
| Front Row Advisors LLC | 6,529 | $37.8 萬 | 0.14% | +436+7.2% | 加碼 |
| Waddell & Associates, LLC | 6,544 | $37.9 萬 | 0.05% | −1,190−15.4% | 減碼 |
| Stiles Financial Services Inc | 6,553 | $38.0 萬 | 0.15% | +92+1.4% | 加碼 |
| BNC Wealth Management, LLC | 6,557 | $38.0 萬 | 0.16% | −49−0.7% | 減碼 |
| Cape Investment Advisory, Inc. | 6,571 | $38.1 萬 | 0.18% | −175−2.6% | 減碼 |
| New Vernon Capital Holdings II LLC | 6,584 | $38.2 萬 | 0.20% | +6,584 | 新進 |
| Wayfinding Financial, LLC | 6,239 | $38.2 萬 | 0.22% | −587−8.6% | 減碼 |
| Vicus Capital | 6,591 | $38.2 萬 | 0.03% | +471+7.7% | 加碼 |
| Transamerica Financial Advisors, Inc. | 6,604 | $38.3 萬 | 0.04% | −341−4.9% | 減碼 |
| Red Door Wealth Management, LLC | 6,635 | $38.5 萬 | 0.07% | −800−10.8% | 減碼 |
| Sweet Financial Partners, LLC | 6,649 | $38.5 萬 | 0.09% | −3,146−32.1% | 減碼 |
| Lincoln Capital LLC | 6,665 | $38.6 萬 | 0.09% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 6,671 | $38.7 萬 | 0.06% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 6,673 | $38.7 萬 | 0.08% | −60−0.9% | 減碼 |
| Keel Point, LLC | 6,678 | $38.7 萬 | 0.04% | −1,703−20.3% | 減碼 |
| Baldwin Brothers Inc | 6,700 | $38.8 萬 | 0.03% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 6,718 | $38.9 萬 | 0.02% | −638−8.7% | 減碼 |
| Plante Moran Financial Advisors, LLC | 6,722 | $39.0 萬 | 0.04% | −66−1.0% | 減碼 |
| Wagner Wealth Management, LLC | 6,730 | $39.0 萬 | 0.12% | −547−7.5% | 減碼 |
| WealthShield Partners, LLC | 6,740 | $39.1 萬 | 0.06% | −3,171−32.0% | 減碼 |
| Drexel Morgan & Co. | 6,747 | $39.1 萬 | 0.08% | 00.0% | 不變 |
| ERn Financial, LLC | 6,750 | $39.1 萬 | 0.07% | −194−2.8% | 減碼 |
| LBMC Investment Advisors, LLC | 6,797 | $39.4 萬 | 0.03% | +241+3.7% | 加碼 |
| Stevens Capital Management LP | 6,795 | $39.4 萬 | 0.08% | +6,795 | 新進 |
| Summit Asset Management, LLC | 6,800 | $39.4 萬 | 0.08% | 00.0% | 不變 |
| Morris Financial Concepts, Inc. | 6,811 | $39.5 萬 | 0.20% | 00.0% | 不變 |
| Evolution Advisers, Inc. | 6,811 | $39.5 萬 | 0.23% | −10.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 6,825 | $39.6 萬 | 0.05% | −99−1.4% | 減碼 |
| Angeles Wealth Management, LLC | 6,843 | $39.7 萬 | 0.04% | +2,309+50.9% | 加碼 |
| Cambridge Advisors Inc. | 6,862 | $39.8 萬 | 0.09% | +680+11.0% | 加碼 |
| Field & Main Bank | 6,882 | $39.9 萬 | 0.15% | +137+2.0% | 加碼 |
| Ssi Investment Management LLC | 6,886 | $39.9 萬 | 0.03% | −31−0.4% | 減碼 |
| John W. Brooker & Co., CPAs | 6,904 | $40.0 萬 | 0.21% | 00.0% | 不變 |
| Bouchey Financial Group Ltd | 6,913 | $40.1 萬 | 0.04% | +33+0.5% | 加碼 |
| Richard W. Paul & Associates, LLC | 6,918 | $40.1 萬 | 0.16% | −224−3.1% | 減碼 |
| Gratus Capital LLC | 6,922 | $40.1 萬 | 0.02% | +218+3.3% | 加碼 |
| CM Wealth Advisors LLC | 6,662 | $40.1 萬 | 0.11% | +6,662 | 新進 |
| Sierra Summit Advisors LLC | 6,934 | $40.2 萬 | 0.11% | −5,200−42.9% | 減碼 |
| UMA Financial Services, Inc. | 7,156 | $40.4 萬 | 0.08% | +413+6.1% | 加碼 |
| Schulhoff & Co Inc | 6,972 | $40.4 萬 | 0.18% | −298−4.1% | 減碼 |
| Founders Financial Alliance, LLC | 6,972 | $40.4 萬 | 0.12% | −218−3.0% | 減碼 |
| Westhampton Capital, LLC | 6,990 | $40.5 萬 | 0.22% | 00.0% | 不變 |
| First Trust Investment Solutions L.P. | 6,998 | $40.6 萬 | 0.07% | +1,020+17.1% | 加碼 |
| Kearns & Associates LLC | 7,000 | $40.6 萬 | 0.31% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 7,063 | $40.9 萬 | 0.04% | −64−0.9% | 減碼 |
| Kathleen S. Wright Associates Inc. | 7,094 | $41.0 萬 | 0.19% | +19+0.3% | 加碼 |
| BancorpSouth Bank | 7,083 | $41.1 萬 | 0.03% | −98−1.4% | 減碼 |
| Fortem Financial Group, LLC | 7,087 | $41.1 萬 | 0.18% | +707+11.1% | 加碼 |
| Nichols & Pratt Advisers LLP | 7,100 | $41.2 萬 | 0.03% | 00.0% | 不變 |
| S.A. Mason LLC | 7,103 | $41.2 萬 | 0.25% | +167+2.4% | 加碼 |
| New Hampshire Trust | 7,105 | $41.2 萬 | 0.10% | 00.0% | 不變 |
| Capula Management Ltd | 7,178 | $41.6 萬 | 0.01% | +7,178 | 新進 |
| DeepCurrents Investment Group LLC | 7,181 | $41.6 萬 | 0.02% | −21,310−74.8% | 減碼 |