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 |
|---|---|---|---|---|---|
| Intrinsic Value Partners, LLC | 16,875 | $97.8 萬 | 1.04% | −440−2.5% | 減碼 |
| Sittner & Nelson, LLC | 16,851 | $97.7 萬 | 0.49% | −270−1.6% | 減碼 |
| Fragasso Group Inc. | 16,842 | $97.6 萬 | 0.08% | −157−0.9% | 減碼 |
| LMCG Investments, LLC | 16,817 | $97.5 萬 | 0.06% | −435−2.5% | 減碼 |
| Washington Trust Bank | 16,782 | $97.3 萬 | 0.09% | +7,472+80.3% | 加碼 |
| Dakota Wealth Management | 16,729 | $97.0 萬 | 0.02% | +2,143+14.7% | 加碼 |
| Boltwood Capital Management | 16,700 | $96.8 萬 | 0.30% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 16,650 | $96.5 萬 | 0.02% | +250+1.5% | 加碼 |
| Marcum Wealth, LLC | 16,594 | $96.2 萬 | 0.10% | −284−1.7% | 減碼 |
| Nicolet Bankshares Inc | 16,581 | $96.1 萬 | 0.24% | +663+4.2% | 加碼 |
| AdvisorNet Financial, Inc | 16,580 | $96.1 萬 | 0.09% | −895−5.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 16,566 | $96.0 萬 | 0.09% | +11,515+228.0% | 加碼 |
| 1st Source Bank | 16,471 | $95.5 萬 | 0.06% | −1,100−6.3% | 減碼 |
| RMB Capital Management, LLC | 16,422 | $95.2 萬 | 0.02% | −99,900−85.9% | 減碼 |
| Perennial Advisors, LLC | 16,381 | $94.9 萬 | 0.22% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 16,379 | $94.9 萬 | 0.14% | −16,766−50.6% | 減碼 |
| JFS Wealth Advisors, LLC | 16,318 | $94.6 萬 | 0.08% | +34+0.2% | 加碼 |
| Lipe & Dalton | 16,300 | $94.5 萬 | 0.49% | −1,000−5.8% | 減碼 |
| Heartland Bank & Trust Co | 16,280 | $94.4 萬 | 0.55% | −62−0.4% | 減碼 |
| Lantz Financial LLC | 16,241 | $94.1 萬 | 0.30% | −229−1.4% | 減碼 |
| Nomura Holdings Inc | 16,160 | $93.7 萬 | 0.01% | −69,502−81.1% | 減碼 |
| Pure Financial Advisors, Inc. | 16,115 | $93.4 萬 | 0.03% | −1,278−7.3% | 減碼 |
| Sather Financial Group Inc | 16,109 | $93.4 萬 | 0.07% | −742,374−97.9% | 減碼 |
| Studio Investment Management LLC | 16,085 | $93.2 萬 | 0.22% | −1,229−7.1% | 減碼 |
| Hexagon Capital Partners LLC | 16,080 | $93.2 萬 | 0.21% | −2,875−15.2% | 減碼 |
| NFP Retirement, Inc. | 16,028 | $92.9 萬 | 0.08% | +11,755+275.1% | 加碼 |
| Commerzbank Aktiengesellschaft | 16,012 | $92.8 萬 | 0.03% | +4,187+35.4% | 加碼 |
| Cascade Investment Advisors, Inc. | 16,000 | $92.7 萬 | 0.60% | −600−3.6% | 減碼 |
| Lafayette Investments, Inc. | 15,995 | $92.7 萬 | 0.21% | −250−1.5% | 減碼 |
| Essex Savings Bank | 18,835 | $92.7 萬 | 0.27% | 00.0% | 不變 |
| AMG National Trust Bank | 15,963 | $92.5 萬 | 0.03% | +160+1.0% | 加碼 |
| Boit C F David | 15,519 | $92.4 萬 | 0.50% | −3,844−19.9% | 減碼 |
| North Star Investment Management Corp. | 15,850 | $91.9 萬 | 0.07% | +900+6.0% | 加碼 |
| Jupiter Wealth Management LLC | 15,000 | $91.8 萬 | 0.49% | 00.0% | 不變 |
| Continuum Advisory, LLC | 14,978 | $91.8 萬 | 0.14% | −18,392−55.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,832 | $91.7 萬 | 0.08% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 15,811 | $91.6 萬 | 0.40% | −703−4.3% | 減碼 |
| Hartford Funds Management Co LLC | 15,739 | $91.2 萬 | 0.09% | +2,030+14.8% | 加碼 |
| FSB Premier Wealth Management, Inc. | 15,719 | $91.1 萬 | 0.42% | +3,466+28.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 15,711 | $91.1 萬 | 0.16% | −8,341−34.7% | 減碼 |
| Highlander Capital Management, LLC | 15,698 | $91.0 萬 | 0.31% | +730+4.9% | 加碼 |
| Graypoint LLC | 15,693 | $91.0 萬 | 0.07% | +689+4.6% | 加碼 |
| Edge Capital Group, LLC | 15,679 | $90.9 萬 | 0.05% | +294+1.9% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,678 | $90.9 萬 | 0.16% | +150+1.0% | 加碼 |
| Hartline Investment Corp | 15,678 | $90.9 萬 | 0.16% | +15,678 | 新進 |
| Tobam | 15,670 | $90.8 萬 | 0.08% | −677−4.1% | 減碼 |
| Abbrea Capital, LLC | 15,628 | $90.6 萬 | 0.12% | +1,210+8.4% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 15,618 | $90.5 萬 | 0.03% | −1,494−8.7% | 減碼 |
| Circle Wealth Management, LLC | 15,602 | $90.4 萬 | 0.02% | +106+0.7% | 加碼 |
| Cypress Wealth Services, LLC | 15,596 | $90.4 萬 | 0.21% | −706−4.3% | 減碼 |
| Relative Value Partners Group, LLC | 17,993 | $90.3 萬 | 0.06% | 00.0% | 不變 |
| Avion Wealth | 15,472 | $89.7 萬 | 0.24% | −1,777−10.3% | 減碼 |
| Financial Network Wealth Advisors LLC | 15,453 | $89.6 萬 | 0.89% | −593−3.7% | 減碼 |
| Hilltop National Bank | 15,452 | $89.6 萬 | 0.30% | +15,452 | 新進 |
| Gilbert & Cook, Inc. | 15,337 | $88.9 萬 | 0.12% | +11+0.1% | 加碼 |
| Waldron Private Wealth LLC | 15,307 | $88.7 萬 | 0.04% | +294+2.0% | 加碼 |
| MV Capital Management, Inc. | 15,303 | $88.7 萬 | 0.10% | +1,107+7.8% | 加碼 |
| Financial Counselors Inc | 15,196 | $88.1 萬 | 0.01% | +1,535+11.2% | 加碼 |
| IVC Wealth Advisors LLC | 15,190 | $88.0 萬 | 0.51% | +50+0.3% | 加碼 |
| Hutner Capital Management Inc | 15,127 | $87.7 萬 | 0.48% | +10.0% | 加碼 |
| Pacific Center for Financial Services | 15,095 | $87.5 萬 | 0.25% | −6,726−30.8% | 減碼 |
| Providence Wealth Advisors, LLC | 15,179 | $87.3 萬 | 0.74% | −1,802−10.6% | 減碼 |
| Ameritas Advisory Services, LLC | 14,778 | $87.1 萬 | 0.04% | +3,614+32.4% | 加碼 |
| Alterna Wealth Management, Inc | 15,028 | $87.1 萬 | 0.87% | +3,809+34.0% | 加碼 |
| Lebenthal Global Advisors, LLC | 15,027 | $87.1 萬 | 0.19% | −3,100−17.1% | 減碼 |
| Financial Advisory Corp | 15,010 | $87.0 萬 | 0.36% | −762−4.8% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 14,968 | $86.8 萬 | 0.52% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 14,936 | $86.6 萬 | 0.09% | −45−0.3% | 減碼 |
| Tranquilli Financial Advisor LLC | 14,916 | $86.5 萬 | 0.58% | +2,321+18.4% | 加碼 |
| VCI Wealth Management LLC | 14,851 | $86.1 萬 | 0.58% | −862−5.5% | 減碼 |
| Legacy Financial Group LLC | 14,844 | $86.0 萬 | 0.17% | +14,844 | 新進 |
| MTM Investment Management, LLC | 14,812 | $85.9 萬 | 0.35% | +60.0% | 加碼 |
| Keudell/Morrison Wealth Management | 14,792 | $85.7 萬 | 0.26% | −1,601−9.8% | 減碼 |
| Arkadios Wealth Advisors | 14,785 | $85.7 萬 | 0.07% | +449+3.1% | 加碼 |
| Segment Wealth Management, LLC | 14,741 | $85.4 萬 | 0.06% | +74+0.5% | 加碼 |
| Stock Yards Bank & Trust Co | 14,735 | $85.4 萬 | 0.03% | −1,114−7.0% | 減碼 |
| Northwest Wealth Management, LLC | 14,711 | $85.3 萬 | 0.23% | +104+0.7% | 加碼 |
| Vontobel Holding Ltd. | 14,711 | $85.3 萬 | 0.01% | +6,150+71.8% | 加碼 |
| McDaniel Terry & Co | 14,700 | $85.2 萬 | 0.08% | +292+2.0% | 加碼 |
| Welch Group, LLC | 14,666 | $85.0 萬 | 0.04% | 00.0% | 不變 |
| Cambridge Trust Co | 14,620 | $84.7 萬 | 0.03% | −385−2.6% | 減碼 |
| LifeSteps Financial, Inc. | 14,402 | $83.5 萬 | 0.63% | +104+0.7% | 加碼 |
| Pinebridge Investments, L.P. | 14,396 | $83.4 萬 | 0.01% | +6,567+83.9% | 加碼 |
| Strategic Investment Advisors | 14,382 | $83.4 萬 | 0.11% | −2,316−13.9% | 減碼 |
| Cullen Investment Group, Ltd. | 14,527 | $83.3 萬 | 0.13% | +539+3.9% | 加碼 |
| First PREMIER Bank | 14,323 | $83.1 萬 | 0.22% | −5,340−27.2% | 減碼 |
| Prio Wealth Limited Partnership | 14,309 | $82.9 萬 | 0.02% | 00.0% | 不變 |
| First National Bank Sioux Falls | 14,307 | $82.9 萬 | 0.45% | −1,650−10.3% | 減碼 |
| Wealth Alliance | 14,301 | $82.9 萬 | 0.11% | −1,301−8.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 14,238 | $82.5 萬 | 0.07% | −1,610−10.2% | 減碼 |
| Mainstay Capital Management LLC | 14,223 | $82.4 萬 | 0.16% | −1,884−11.7% | 減碼 |
| Pacific Global Investment Management CO | 14,221 | $82.4 萬 | 0.16% | +541+4.0% | 加碼 |
| JNBA Financial Advisors | 14,210 | $82.4 萬 | 0.09% | −1,246−8.1% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 14,209 | $82.4 萬 | 0.05% | +1,578+12.5% | 加碼 |
| Mather Group, LLC. | 16,716 | $82.3 萬 | 0.01% | −20−0.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 14,178 | $82.2 萬 | 0.15% | +2,868+25.4% | 加碼 |
| Brooks, Moore & Associates, Inc. | 14,100 | $81.7 萬 | 0.52% | 00.0% | 不變 |
| Kiley Juergens Wealth Management, LLC | 14,070 | $81.5 萬 | 0.25% | +340+2.5% | 加碼 |
| Intrua Financial, LLC | 14,042 | $81.4 萬 | 0.13% | −3,581−20.3% | 減碼 |
| Black Maple Capital Management LP | 14,000 | $81.1 萬 | 0.54% | +8,900+174.5% | 加碼 |