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
- 2,204
- 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 971 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 |
|---|---|---|---|---|---|
| Islay Capital Management, LLC | 25,290 | $146.6 萬 | 1.09% | −125−0.5% | 減碼 |
| LJI Wealth Management, LLC | 25,159 | $145.8 萬 | 0.38% | −561−2.2% | 減碼 |
| Aspire Private Capital, LLC | 25,153 | $145.8 萬 | 0.38% | +2,114+9.2% | 加碼 |
| London Co of Virginia | 25,087 | $145.4 萬 | 0.01% | −26,158−51.0% | 減碼 |
| Lake Street Advisors Group, LLC | 24,921 | $144.4 萬 | 0.07% | +2,827+12.8% | 加碼 |
| GAMMA Investing LLC | 24,741 | $143.4 萬 | 0.29% | +4,216+20.5% | 加碼 |
| Tealwood Asset Management Inc | 24,730 | $143.3 萬 | 0.65% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 24,585 | $142.5 萬 | 0.16% | −1,122−4.4% | 減碼 |
| Cadinha & Co LLC | 24,572 | $142.4 萬 | 0.24% | 00.0% | 不變 |
| First Financial Bank - Trust Division | 24,564 | $142.4 萬 | 0.14% | −328−1.3% | 減碼 |
| OneAscent Financial Services LLC | 24,549 | $142.3 萬 | 0.16% | −497−2.0% | 減碼 |
| Coastal Investment Advisors, Inc. | 24,515 | $142.1 萬 | 0.29% | −1,340−5.2% | 減碼 |
| Congress Wealth Management LLC | 24,512 | $142.1 萬 | 0.02% | +1,796+7.9% | 加碼 |
| GHP Investment Advisors, Inc. | 24,488 | $141.9 萬 | 0.07% | +571+2.4% | 加碼 |
| First Horizon Advisors, Inc. | 24,475 | $141.9 萬 | 0.04% | +748+3.2% | 加碼 |
| PCJ Investment Counsel Ltd. | 24,360 | $141.2 萬 | 0.47% | −640−2.6% | 減碼 |
| Thomasville National Bank | 24,256 | $140.6 萬 | 0.12% | −1,038−4.1% | 減碼 |
| Modera Wealth Management, LLC | 24,237 | $140.5 萬 | 0.02% | +356+1.5% | 加碼 |
| Leavell Investment Management, Inc. | 24,079 | $139.6 萬 | 0.08% | +490+2.1% | 加碼 |
| Pinnacle Bancorp, Inc. | 24,036 | $139.3 萬 | 0.41% | −104−0.4% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 23,943 | $138.8 萬 | 0.08% | −3,000−11.1% | 減碼 |
| RIA Advisory Group LLC | 23,930 | $138.7 萬 | 0.56% | +23,930 | 新進 |
| Insight Advisors, LLC | 23,922 | $138.7 萬 | 0.27% | +75+0.3% | 加碼 |
| ASB Consultores, LLC | 23,901 | $138.5 萬 | 0.36% | +23,901 | 新進 |
| Balentine LLC | 23,855 | $138.3 萬 | 0.04% | +4,068+20.6% | 加碼 |
| FDx Advisors, Inc. | 23,805 | $138.0 萬 | 0.21% | −47,899−66.8% | 減碼 |
| Trust Co of Toledo NA | 23,740 | $137.6 萬 | 0.22% | −1,845−7.2% | 減碼 |
| Laurel Wealth Advisors LLC | 23,727 | $137.5 萬 | 0.24% | +423+1.8% | 加碼 |
| Sweeney & Michel, LLC | 22,166 | $137.2 萬 | 0.61% | +22,166 | 新進 |
| NBC Securities, Inc. | 23,592 | $136.7 萬 | 0.13% | −452−1.9% | 減碼 |
| First City Capital Management, Inc. | 23,526 | $136.4 萬 | 0.76% | +162+0.7% | 加碼 |
| Degroof Petercam Asset Management | 23,500 | $136.2 萬 | 0.02% | 00.0% | 不變 |
| Fulton Bank, N.A. | 23,485 | $136.1 萬 | 0.06% | +687+3.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 23,437 | $135.8 萬 | 0.04% | +822+3.6% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 23,373 | $135.5 萬 | 0.49% | +3,084+15.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 23,333 | $135.2 萬 | 0.02% | −1,223−5.0% | 減碼 |
| Argus Investors' Counsel, Inc. | 23,286 | $135.0 萬 | 0.83% | −92−0.4% | 減碼 |
| Sherbrooke Park Advisers LLC | 23,265 | $134.8 萬 | 0.26% | +13,331+134.2% | 加碼 |
| Delap Wealth Advisory, LLC | 23,218 | $134.6 萬 | 0.54% | −14,196−37.9% | 減碼 |
| Washington Trust Co | 23,143 | $134.1 萬 | 0.05% | +14+0.1% | 加碼 |
| Rossmore Private Capital | 22,975 | $133.2 萬 | 0.17% | +501+2.2% | 加碼 |
| GTS Securities LLC | 22,954 | $133.0 萬 | 0.04% | −129,514−84.9% | 減碼 |
| Group One Trading, L.P. | 22,932 | $132.9 萬 | 0.05% | −588,139−96.2% | 減碼 |
| Duality Advisers, LP | 22,927 | $132.9 萬 | 0.13% | −83,350−78.4% | 減碼 |
| Davidson Trust Co | 22,885 | $132.6 萬 | 0.77% | −900−3.8% | 減碼 |
| Baker Avenue Asset Management, LP | 22,836 | $132.4 萬 | 0.05% | −4,296−15.8% | 減碼 |
| Drive Wealth Management, LLC | 22,786 | $132.1 萬 | 0.37% | −993−4.2% | 減碼 |
| Buffington Mohr McNeal | 22,783 | $132.0 萬 | 0.24% | −1,500−6.2% | 減碼 |
| Sunbelt Securities, Inc. | 22,695 | $131.5 萬 | 0.15% | −763−3.3% | 減碼 |
| Great Lakes Retirement, Inc. | 22,683 | $131.5 萬 | 0.19% | −92−0.4% | 減碼 |
| Murphy Pohlad Asset Management LLC | 22,670 | $131.4 萬 | 0.51% | −1,200−5.0% | 減碼 |
| Fisher Asset Management, LLC | 22,636 | $131.2 萬 | 0.00% | +1,736+8.3% | 加碼 |
| Pflug Koory, LLC | 22,554 | $130.7 萬 | 0.64% | 00.0% | 不變 |
| Westmount Partners, LLC | 22,475 | $130.3 萬 | 0.47% | +112+0.5% | 加碼 |
| Citadel Investment Advisory, Inc. | 22,436 | $130.0 萬 | 0.73% | −2,250−9.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 22,396 | $129.8 萬 | 0.10% | −1,278−5.4% | 減碼 |
| One Capital Management, LLC | 22,378 | $129.7 萬 | 0.05% | −13,890−38.3% | 減碼 |
| Martin & Co Inc | 22,304 | $129.3 萬 | 0.32% | −786−3.4% | 減碼 |
| Soltis Investment Advisors LLC | 22,253 | $129.0 萬 | 0.14% | −343−1.5% | 減碼 |
| Louisbourg Investments Inc. | 29,244 | $128.5 萬 | 0.36% | −78−0.3% | 減碼 |
| Private Trust Co NA | 22,164 | $128.5 萬 | 0.14% | −254−1.1% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 22,103 | $128.1 萬 | 0.32% | −902−3.9% | 減碼 |
| Cetera Trust Company, N.A | 22,078 | $128.0 萬 | 0.77% | −200−0.9% | 減碼 |
| Jarislowsky, Fraser Ltd | 22,070 | $127.9 萬 | 0.01% | −8,560−27.9% | 減碼 |
| Wunderlich Capital Managemnt | 22,046 | $127.8 萬 | 0.58% | −968−4.2% | 減碼 |
| BNP Paribas | 22,000 | $127.6 萬 | 0.06% | +22,000 | 新進 |
| Jaffetilchin Investment Partners, LLC | 21,996 | $127.5 萬 | 0.11% | +137+0.6% | 加碼 |
| Ruffer LLP | 22,000 | $127.5 萬 | 0.05% | 00.0% | 不變 |
| Foresight Global Investors, Inc. | 21,820 | $126.5 萬 | 0.62% | +2,800+14.7% | 加碼 |
| Sawyer & Company, Inc | 21,775 | $126.2 萬 | 0.50% | −335−1.5% | 減碼 |
| Clarius Group, LLC | 21,759 | $126.1 萬 | 0.09% | −3,140−12.6% | 減碼 |
| Massmutual Trust Co FSB | 21,756 | $126.1 萬 | 0.04% | +266+1.2% | 加碼 |
| Unique Wealth Strategies, LLC | 21,712 | $125.8 萬 | 0.62% | +3,055+16.4% | 加碼 |
| Wealthspire Advisors, LLC | 21,629 | $125.4 萬 | 0.02% | −19,181−47.0% | 減碼 |
| Retireful, LLC | 21,623 | $125.3 萬 | 0.52% | +21,623 | 新進 |
| Independent Financial Group, LLC | 21,535 | $124.8 萬 | 0.06% | −1,262−5.5% | 減碼 |
| Aptus Capital Advisors, LLC | 21,533 | $124.8 萬 | 0.03% | +5,043+30.6% | 加碼 |
| Spire Wealth Management | 21,373 | $123.9 萬 | 0.03% | +1,248+6.2% | 加碼 |
| Seneca Financial Advisors LLC | 21,273 | $123.3 萬 | 0.66% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 21,230 | $123.0 萬 | 0.04% | −672−3.1% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 21,102 | $122.3 萬 | 0.14% | −406−1.9% | 減碼 |
| Sompo Asset Management Co., Ltd. | 21,000 | $121.7 萬 | 0.20% | +2,590+14.1% | 加碼 |
| Affinity Investment Advisors, LLC | 20,992 | $121.7 萬 | 0.89% | −859−3.9% | 減碼 |
| BBR Partners, LLC | 20,975 | $121.6 萬 | 0.10% | +9,310+79.8% | 加碼 |
| Lazari Capital Management, Inc. | 20,938 | $121.4 萬 | 0.66% | −1,866−8.2% | 減碼 |
| Kennedy Investment Group | 20,905 | $121.2 萬 | 0.65% | −11−0.1% | 減碼 |
| IHT Wealth Management, LLC | 20,846 | $120.8 萬 | 0.05% | +1,397+7.2% | 加碼 |
| Sentry Investment Management LLC | 20,840 | $120.8 萬 | 0.47% | +6,287+43.2% | 加碼 |
| Fort Sheridan Advisors LLC | 20,745 | $120.2 萬 | 0.23% | −9,040−30.4% | 減碼 |
| First Bank & Trust | 20,732 | $120.2 萬 | 0.25% | −3,230−13.5% | 減碼 |
| Papp L Roy & Associates | 20,633 | $119.6 萬 | 0.14% | +15,066+270.6% | 加碼 |
| Excalibur Management Corp | 20,571 | $119.2 萬 | 0.50% | +80+0.4% | 加碼 |
| London & Capital Asset Management Ltd | 20,556 | $119.1 萬 | 0.09% | +89+0.4% | 加碼 |
| Courier Capital LLC | 20,541 | $119.1 萬 | 0.09% | −748−3.5% | 減碼 |
| Sepio Capital, LP | 20,527 | $119.0 萬 | 0.10% | −845−4.0% | 減碼 |
| HBK Sorce Advisory LLC | 20,483 | $118.7 萬 | 0.04% | −58−0.3% | 減碼 |
| Apella Capital, LLC | 20,608 | $118.7 萬 | 0.06% | +160+0.8% | 加碼 |
| Miracle Mile Advisors, LLC | 20,454 | $118.6 萬 | 0.03% | +235+1.2% | 加碼 |
| Mutual Advisors, LLC | 20,431 | $118.4 萬 | 0.04% | +3,594+21.3% | 加碼 |
| Essex Financial Services, Inc. | 20,390 | $118.2 萬 | 0.11% | +1,771+9.5% | 加碼 |