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 |
|---|---|---|---|---|---|
| Spectrum Wealth Counsel, LLC | 8,885 | $51.5 萬 | 0.06% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 8,892 | $51.5 萬 | 0.15% | −1,356−13.2% | 減碼 |
| Lauterbach Financial Advisors, LLC | 8,895 | $51.6 萬 | 0.34% | +809+10.0% | 加碼 |
| Tucker Asset Management LLC | 8,919 | $51.7 萬 | 0.12% | +1,489+20.0% | 加碼 |
| Triumph Capital Management | 8,988 | $51.8 萬 | 0.21% | −6,852−43.3% | 減碼 |
| Monticello Wealth Management, LLC | 8,981 | $52.1 萬 | 0.05% | −1,241−12.1% | 減碼 |
| XTX Topco Ltd | 8,988 | $52.1 萬 | 0.07% | +1,209+15.5% | 加碼 |
| WealthPlan Investment Management, LLC | 8,995 | $52.1 萬 | 0.08% | −1,142−11.3% | 減碼 |
| Cim Investment Mangement Inc | 9,029 | $52.3 萬 | 0.16% | 00.0% | 不變 |
| Steele Capital Management, Inc. | 9,032 | $52.3 萬 | 0.03% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 9,033 | $52.4 萬 | 0.05% | +1,136+14.4% | 加碼 |
| Westover Capital Advisors, LLC | 9,047 | $52.4 萬 | 0.15% | +3,931+76.8% | 加碼 |
| Integral Investment Advisors, Inc. | 9,132 | $52.6 萬 | 0.22% | +4,676+104.9% | 加碼 |
| Financial Engines Advisors L.L.C. | 9,083 | $52.6 萬 | 0.00% | −754−7.7% | 減碼 |
| Fairview Capital Investment Management, LLC | 9,105 | $52.8 萬 | 0.03% | −12−0.1% | 減碼 |
| Front Street Capital Management, Inc. | 9,111 | $52.8 萬 | 0.10% | −175−1.9% | 減碼 |
| Altfest L J & Co Inc | 9,113 | $52.8 萬 | 0.08% | +587+6.9% | 加碼 |
| Cahill Financial Advisors Inc | 9,134 | $52.9 萬 | 0.07% | +373+4.3% | 加碼 |
| Centiva Capital, LP | 9,170 | $53.1 萬 | 0.03% | −21,935−70.5% | 減碼 |
| Aviance Capital Partners, LLC | 9,200 | $53.3 萬 | 0.08% | +9,200 | 新進 |
| Onefund, LLC | 9,262 | $53.4 萬 | 0.64% | −343−3.6% | 減碼 |
| LVW Advisors, LLC | 9,210 | $53.4 萬 | 0.09% | +58+0.6% | 加碼 |
| Advisors Management Group Inc | 9,210 | $53.4 萬 | 0.13% | −10−0.1% | 減碼 |
| Royal Fund Management, LLC | 9,216 | $53.4 萬 | 0.06% | +41+0.4% | 加碼 |
| Fundamentun, LLC | 9,226 | $53.5 萬 | 0.05% | +9,226 | 新進 |
| Manchester Capital Management LLC | 9,240 | $53.6 萬 | 0.07% | −6−0.1% | 減碼 |
| Prentice Wealth Management LLC | 9,242 | $53.6 萬 | 0.19% | +626+7.3% | 加碼 |
| Hodges Capital Management Inc. | 9,275 | $53.8 萬 | 0.03% | −1,050−10.2% | 減碼 |
| Change Path, LLC | 9,278 | $53.8 萬 | 0.02% | +4,560+96.7% | 加碼 |
| Eagle Strategies LLC | 9,293 | $53.9 萬 | 0.12% | +9,293 | 新進 |
| Linscomb & Williams, Inc. | 9,304 | $53.9 萬 | 0.03% | −160−1.7% | 減碼 |
| Texas Capital Bancshares Inc | 9,317 | $54.0 萬 | 0.24% | +153+1.7% | 加碼 |
| Harbor Investment Advisory, LLC | 9,331 | $54.1 萬 | 0.06% | +248+2.7% | 加碼 |
| KG&L Capital Management,LLC | 10,617 | $54.4 萬 | 0.22% | −2,112−16.6% | 減碼 |
| West Bancorporation Inc | 9,450 | $54.8 萬 | 0.36% | −100−1.0% | 減碼 |
| West Family Investments, Inc. | 9,495 | $55.0 萬 | 0.17% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 9,514 | $55.1 萬 | 0.12% | +513+5.7% | 加碼 |
| McCarthy Asset Management, Inc. | 9,520 | $55.2 萬 | 0.34% | −681−6.7% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,537 | $55.3 萬 | 0.38% | +3,037+46.7% | 加碼 |
| Monarch Capital Management Inc | 9,555 | $55.4 萬 | 0.16% | 00.0% | 不變 |
| Aspen Investment Management Inc | 9,580 | $55.5 萬 | 0.28% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 9,595 | $55.6 萬 | 0.12% | 00.0% | 不變 |
| Verum Partners LLC | 9,626 | $55.8 萬 | 0.20% | −747−7.2% | 減碼 |
| Royal Capital Wealth Management, LLC | 9,675 | $56.1 萬 | 0.44% | +13+0.1% | 加碼 |
| SilverOak Wealth Management LLC | 9,695 | $56.2 萬 | 0.14% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 9,725 | $56.4 萬 | 0.22% | −338−3.4% | 減碼 |
| Zions Bancorporation, N.A. | 9,734 | $56.4 萬 | 0.04% | −2,183−18.3% | 減碼 |
| Concord Wealth Partners | 9,774 | $56.6 萬 | 0.10% | −3,192−24.6% | 減碼 |
| Iron Horse Wealth Management, LLC | 9,780 | $56.7 萬 | 0.22% | −225−2.2% | 減碼 |
| Keystone Financial Group | 9,784 | $56.7 萬 | 0.08% | +888+10.0% | 加碼 |
| RB Capital Management, LLC | 9,809 | $56.9 萬 | 0.15% | +1,444+17.3% | 加碼 |
| Catalyst Financial Partners LLC | 9,955 | $56.9 萬 | 0.15% | +1,071+12.1% | 加碼 |
| Bedel Financial Consulting, Inc. | 9,838 | $57.0 萬 | 0.09% | +19+0.2% | 加碼 |
| Monument Capital Management | 9,866 | $57.2 萬 | 0.16% | −153−1.5% | 減碼 |
| Alta Advisers Ltd | 9,900 | $57.4 萬 | 0.28% | 00.0% | 不變 |
| Sapient Capital LLC | 9,937 | $57.6 萬 | 0.01% | −1,771−15.1% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,960 | $57.7 萬 | 0.02% | +2,495+33.4% | 加碼 |
| Koshinski Asset Management, Inc. | 9,963 | $57.7 萬 | 0.06% | +9,963 | 新進 |
| Zuckerman Investment Group, LLC | 9,968 | $57.8 萬 | 0.07% | +9,968 | 新進 |
| Canandaigua National Bank & Trust Co | 9,994 | $57.9 萬 | 0.09% | −1,068−9.7% | 減碼 |
| Par Capital Management Inc | 10,000 | $58.0 萬 | 0.02% | +10,000 | 新進 |
| Beaton Management Co. Inc. | 10,000 | $58.0 萬 | 0.32% | −400−3.8% | 減碼 |
| Appleton Partners Inc | 10,020 | $58.1 萬 | 0.05% | −5,896−37.0% | 減碼 |
| Marshall Wace, LLP | 10,027 | $58.1 萬 | 0.00% | −828,468−98.8% | 減碼 |
| Athena Investment Management | 10,090 | $58.5 萬 | 0.35% | −40−0.4% | 減碼 |
| Journey Strategic Wealth LLC | 10,129 | $58.7 萬 | 0.03% | +2,936+40.8% | 加碼 |
| South State Corp. | 10,143 | $58.8 萬 | 0.05% | −1,091−9.7% | 減碼 |
| Webster Bank, N. A. | 10,153 | $58.8 萬 | 0.07% | +202+2.0% | 加碼 |
| Sheets Smith Wealth Management | 10,172 | $59.0 萬 | 0.07% | +22+0.2% | 加碼 |
| Quadcap Wealth Management, LLC | 10,202 | $59.1 萬 | 0.13% | −1,501−12.8% | 減碼 |
| Everhart Financial Group, Inc. | 10,220 | $59.2 萬 | 0.17% | +1,922+23.2% | 加碼 |
| Smartleaf Asset Management LLC | 10,298 | $59.3 萬 | 0.11% | +5,363+108.7% | 加碼 |
| Stephenson National Bank & Trust | 10,248 | $59.4 萬 | 0.20% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 10,304 | $59.7 萬 | 0.41% | −182−1.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 10,328 | $59.9 萬 | 0.09% | −1,252−10.8% | 減碼 |
| CIC Wealth, LLC | 10,344 | $60.0 萬 | 0.17% | −469−4.3% | 減碼 |
| Institute for Wealth Management, LLC. | 10,393 | $60.2 萬 | 0.08% | +6+0.1% | 加碼 |
| Hancock Whitney Corp | 10,410 | $60.3 萬 | 0.02% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 10,423 | $60.4 萬 | 0.15% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 10,459 | $60.6 萬 | 0.25% | 00.0% | 不變 |
| All Terrain Financial Advisors, LLC | 10,468 | $60.7 萬 | 0.26% | −1,172−10.1% | 減碼 |
| Tarbox Family Office, Inc. | 10,472 | $60.7 萬 | 0.11% | 00.0% | 不變 |
| Basepoint Wealth LLC | 10,474 | $60.7 萬 | 0.46% | −1,476−12.4% | 減碼 |
| Childress Capital Advisors, LLC | 10,480 | $60.7 萬 | 0.18% | +833+8.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 10,501 | $60.9 萬 | 0.04% | 00.0% | 不變 |
| Rockland Trust Co | 10,516 | $61.0 萬 | 0.03% | −1,345−11.3% | 減碼 |
| LGT Financial Advisors LLC | 10,532 | $61.0 萬 | 0.71% | 00.0% | 不變 |
| Quent Capital, LLC | 10,534 | $61.1 萬 | 0.07% | −331−3.0% | 減碼 |
| Sandy Spring Bank | 10,537 | $61.1 萬 | 0.03% | −4,282−28.9% | 減碼 |
| Jacobs & Co | 10,557 | $61.1 萬 | 0.06% | −1,600−13.2% | 減碼 |
| Private Portfolio Partners LLC | 10,548 | $61.1 萬 | 0.13% | −169−1.6% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,552 | $61.2 萬 | 0.14% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 10,558 | $61.2 萬 | 0.01% | +4,043+62.1% | 加碼 |
| Hikari Tsushin, Inc. | 10,631 | $61.6 萬 | 0.05% | 00.0% | 不變 |
| Sebold Capital Management, Inc. | 10,658 | $61.8 萬 | 0.42% | −866−7.5% | 減碼 |
| Montecito Bank & Trust | 10,705 | $62.0 萬 | 0.12% | −1,962−15.5% | 減碼 |
| Quadrant Private Wealth Management, LLC | 10,706 | $62.1 萬 | 0.16% | −3,415−24.2% | 減碼 |
| Mechanics Bank Trust Department | 10,738 | $62.2 萬 | 0.09% | 00.0% | 不變 |
| Aviso Wealth Management | 10,768 | $62.4 萬 | 0.39% | −181−1.7% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 10,787 | $62.5 萬 | 0.18% | +20.0% | 加碼 |