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 |
|---|---|---|---|---|---|
| Crown Wealth Group, LLC | 7,194 | $41.7 萬 | 0.21% | +1,969+37.7% | 加碼 |
| GYL Financial Synergies, LLC | 7,197 | $41.7 萬 | 0.03% | +2,482+52.6% | 加碼 |
| Cornerstone Advisory, LLC | 7,214 | $41.8 萬 | 0.06% | −861−10.7% | 減碼 |
| Alpha Family Trust | 7,220 | $41.8 萬 | 0.25% | 00.0% | 不變 |
| Heritage Trust Co | 7,222 | $41.9 萬 | 0.06% | −851−10.5% | 減碼 |
| Washington Trust Advisors, Inc. | 7,234 | $41.9 萬 | 0.04% | +84+1.2% | 加碼 |
| Valmark Advisers, Inc. | 7,243 | $42.0 萬 | 0.01% | −884−10.9% | 減碼 |
| Piscataqua Savings Bank | 7,253 | $42.0 萬 | 0.37% | −242−3.2% | 減碼 |
| Lynch & Associates | 7,253 | $42.0 萬 | 0.10% | −25−0.3% | 減碼 |
| Cedar Brook Financial Partners, LLC | 7,282 | $42.2 萬 | 0.08% | +115+1.6% | 加碼 |
| First National Bank & Trust Co of Newtown | 7,288 | $42.2 萬 | 0.09% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 7,290 | $42.3 萬 | 0.05% | −756−9.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 7,292 | $42.3 萬 | 0.05% | +7,292 | 新進 |
| Proficio Capital Partners LLC | 7,259 | $42.3 萬 | 0.05% | +320+4.6% | 加碼 |
| Well Done, LLC | 7,300 | $42.3 萬 | 0.08% | +348+5.0% | 加碼 |
| Delta Investment Management, LLC | 7,320 | $42.4 萬 | 0.10% | 00.0% | 不變 |
| Bailard, Inc. | 7,321 | $42.4 萬 | 0.01% | −35−0.5% | 減碼 |
| Guardian Wealth Advisors, LLC | 7,324 | $42.4 萬 | 0.05% | +901+14.0% | 加碼 |
| Pacifica Capital Investments, LLC | 7,335 | $42.5 萬 | 0.13% | −1,000−12.0% | 減碼 |
| TCTC Holdings, LLC | 7,335 | $42.5 萬 | 0.01% | −3,429−31.9% | 減碼 |
| First Dallas Securities Inc. | 7,350 | $42.6 萬 | 0.20% | −350−4.5% | 減碼 |
| Bridge Creek Capital Management LLC | 7,400 | $42.9 萬 | 0.14% | 00.0% | 不變 |
| Cowa, LLC | 7,400 | $42.9 萬 | 0.25% | 00.0% | 不變 |
| New Jersey Better Educational Savings Trust | 7,401 | $42.9 萬 | 0.81% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 7,402 | $42.9 萬 | 0.06% | +2,500+51.0% | 加碼 |
| Confluence Wealth Services, Inc. | 7,413 | $43.0 萬 | 0.04% | +808+12.2% | 加碼 |
| Berger Financial Group, Inc | 7,414 | $43.0 萬 | 0.04% | +644+9.5% | 加碼 |
| Agf Management Ltd | 7,463 | $43.3 萬 | 0.00% | −6,893−48.0% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,495 | $43.4 萬 | 0.17% | +443+6.3% | 加碼 |
| Icapital Wealth LLC | 7,500 | $43.5 萬 | 0.26% | 00.0% | 不變 |
| Retirement Group, LLC | 7,510 | $43.5 萬 | 0.16% | 00.0% | 不變 |
| Simmons Bank | 7,511 | $43.5 萬 | 0.03% | −1,494−16.6% | 減碼 |
| Ullmann Financial Group, Inc. | 7,589 | $44.0 萬 | 0.07% | +356+4.9% | 加碼 |
| Everpar Advisors LLC | 7,608 | $44.1 萬 | 0.27% | −10,559−58.1% | 減碼 |
| Thrive Wealth Management, LLC | 7,618 | $44.2 萬 | 0.09% | +737+10.7% | 加碼 |
| Traynor Capital Management, Inc. | 7,626 | $44.2 萬 | 0.04% | −3,433−31.0% | 減碼 |
| Vontobel Asset Management Inc | 7,638 | $44.3 萬 | 0.00% | −1,245−14.0% | 減碼 |
| Van Strum & Towne Inc. | 7,639 | $44.3 萬 | 0.16% | 00.0% | 不變 |
| Auxano Advisors, LLC | 7,656 | $44.4 萬 | 0.13% | +2,672+53.6% | 加碼 |
| Evoke Wealth, LLC | 7,663 | $44.4 萬 | 0.01% | +7,663 | 新進 |
| Catalina Capital Group, LLC | 7,667 | $44.4 萬 | 0.19% | +7,667 | 新進 |
| Blueprint Investment Partners LLC | 7,690 | $44.6 萬 | 0.09% | +1,564+25.5% | 加碼 |
| Ambassador Advisors, LLC | 7,719 | $44.7 萬 | 0.08% | +7,719 | 新進 |
| Ghe, LLC | 7,733 | $44.8 萬 | 0.21% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 7,749 | $44.9 萬 | 0.03% | −400−4.9% | 減碼 |
| Doliver Advisors, LP | 7,770 | $45.0 萬 | 0.13% | −739−8.7% | 減碼 |
| Sky Investment Group LLC | 7,795 | $45.2 萬 | 0.09% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 7,818 | $45.3 萬 | 0.01% | +7,818 | 新進 |
| Weil Company, Inc. | 7,823 | $45.3 萬 | 0.18% | +14+0.2% | 加碼 |
| AlphaCore Capital LLC | 7,829 | $45.4 萬 | 0.12% | +275+3.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,836 | $45.4 萬 | 0.02% | −952−10.8% | 減碼 |
| Titleist Asset Management, LLC | 7,874 | $45.6 萬 | 0.08% | +3,319+72.9% | 加碼 |
| Kathmere Capital Management, LLC | 7,916 | $45.9 萬 | 0.05% | +324+4.3% | 加碼 |
| MCF Advisors LLC | 7,925 | $45.9 萬 | 0.04% | −3,188−28.7% | 減碼 |
| Old North State Trust, LLC | 7,934 | $46.0 萬 | 0.39% | +7,934 | 新進 |
| BancFirst Trust & Investment Management | 7,976 | $46.2 萬 | 0.22% | 00.0% | 不變 |
| Winning Points Advisors, LLC | 9,406 | $46.3 萬 | 0.71% | 00.0% | 不變 |
| Fortis Capital Advisors, LLC | 7,996 | $46.3 萬 | 0.20% | +7,996 | 新進 |
| Americana Partners, LLC | 8,001 | $46.4 萬 | 0.04% | −5,992−42.8% | 減碼 |
| Campion Asset Management LLC | 8,005 | $46.4 萬 | 0.36% | −160−2.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 8,056 | $46.7 萬 | 0.04% | +59+0.7% | 加碼 |
| Monetary Management Group Inc | 8,065 | $46.7 萬 | 0.13% | 00.0% | 不變 |
| Nilsine Partners, LLC | 8,094 | $46.9 萬 | 0.06% | +2,501+44.7% | 加碼 |
| Beta Wealth Group, Inc. | 8,128 | $47.1 萬 | 0.23% | −1,183−12.7% | 減碼 |
| Cutler Investment Counsel LLC | 8,136 | $47.2 萬 | 0.06% | −825−9.2% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 8,170 | $47.4 萬 | 0.28% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 8,174 | $47.4 萬 | 0.04% | +1,961+31.6% | 加碼 |
| Bristlecone Advisors, LLC | 8,198 | $47.5 萬 | 0.04% | −2,936−26.4% | 減碼 |
| Lakeside Advisors, INC. | 8,200 | $47.5 萬 | 0.30% | −200−2.4% | 減碼 |
| Raleigh Capital Management Inc. | 8,231 | $47.7 萬 | 0.21% | +1,944+30.9% | 加碼 |
| West Branch Capital LLC | 8,238 | $47.7 萬 | 0.19% | +656+8.7% | 加碼 |
| STAR Financial Bank | 8,257 | $47.9 萬 | 0.41% | 00.0% | 不變 |
| Wealth Architects, LLC | 8,284 | $48.0 萬 | 0.06% | +72+0.9% | 加碼 |
| Sippican Capital Advisors | 8,293 | $48.1 萬 | 0.37% | −6,940−45.6% | 減碼 |
| Humankind Investments LLC | 8,317 | $48.2 萬 | 0.13% | −876−9.5% | 減碼 |
| Pin Oak Investment Advisors Inc | 8,329 | $48.3 萬 | 0.46% | 00.0% | 不變 |
| PDS Planning, Inc | 8,382 | $48.6 萬 | 0.05% | +557+7.1% | 加碼 |
| Meeder Asset Management Inc | 8,426 | $48.8 萬 | 0.03% | +1,126+15.4% | 加碼 |
| Intrust Bank NA | 8,531 | $49.4 萬 | 0.05% | +17+0.2% | 加碼 |
| Aull & Monroe Investment Management Corp | 8,544 | $49.5 萬 | 0.23% | −1,473−14.7% | 減碼 |
| First National Bank | 8,556 | $49.6 萬 | 0.38% | +62+0.7% | 加碼 |
| Weaver Consulting Group | 8,578 | $49.7 萬 | 0.18% | +3,270+61.6% | 加碼 |
| Mosaic Financial Group, LLC | 8,625 | $50.0 萬 | 0.40% | +8,625 | 新進 |
| Legacy Advisors, LLC | 8,633 | $50.0 萬 | 0.06% | +857+11.0% | 加碼 |
| Fort Point Capital Partners LLC | 8,684 | $50.3 萬 | 0.07% | −695−7.4% | 減碼 |
| SNS Financial Group, LLC | 8,686 | $50.3 萬 | 0.06% | +29+0.3% | 加碼 |
| Bray Capital Advisors | 8,697 | $50.4 萬 | 0.13% | +5+0.1% | 加碼 |
| Summa Corp. | 8,700 | $50.4 萬 | 0.28% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 8,701 | $50.4 萬 | 0.08% | −33−0.4% | 減碼 |
| Biltmore Family Office, LLC | 8,704 | $50.4 萬 | 0.10% | 00.0% | 不變 |
| Davis R M Inc | 8,715 | $50.5 萬 | 0.01% | −121−1.4% | 減碼 |
| Financial Advisory Service, Inc. | 8,727 | $50.6 萬 | 0.04% | −657−7.0% | 減碼 |
| Western Pacific Wealth Management, LP | 8,734 | $50.6 萬 | 0.37% | +1,467+20.2% | 加碼 |
| Northeast Investment Management | 8,735 | $50.6 萬 | 0.02% | 00.0% | 不變 |
| Spinnaker Trust | 8,744 | $50.7 萬 | 0.03% | +354+4.2% | 加碼 |
| Hudock, Inc. | 8,760 | $50.8 萬 | 0.11% | +10.0% | 加碼 |
| Summit Financial, LLC | 8,794 | $51.0 萬 | 0.03% | −2,156−19.7% | 減碼 |
| Marietta Investment Partners LLC | 8,800 | $51.0 萬 | 0.11% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 8,843 | $51.3 萬 | 0.04% | +6,885+351.6% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $51.4 萬 | 0.21% | 00.0% | 不變 |