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 |
|---|---|---|---|---|---|
| Creative Planning | 777,912 | $4,509 萬 | 0.05% | +34,424+4.6% | 加碼 |
| Mariner, LLC | 776,499 | $4,501 萬 | 0.09% | +12,002+1.6% | 加碼 |
| Cresset Asset Management, LLC | 774,594 | $4,490 萬 | 0.22% | +124,210+19.1% | 加碼 |
| Commonwealth Equity Services, LLC | 767,901 | $4,451 萬 | 0.07% | −50,498−6.2% | 減碼 |
| Mount Capital Ltd | 765,576 | $4,437 萬 | 18.71% | 00.0% | 不變 |
| Swedbank AB | 757,835 | $4,392 萬 | 0.06% | −6,339−0.8% | 減碼 |
| Lazard Freres Gestion S.A.S. | 787,495 | $4,370 萬 | 1.08% | −760.0% | 減碼 |
| Amalgamated Bank | 745,026 | $4,318 萬 | 0.37% | −140,433−15.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 744,441 | $4,315 萬 | 0.48% | +267,044+55.9% | 加碼 |
| Texas Permanent School Fund | 743,745 | $4,311 萬 | 0.34% | −5,904−0.8% | 減碼 |
| Advisors Capital Management, LLC | 740,716 | $4,293 萬 | 0.79% | +9,278+1.3% | 加碼 |
| Pictet & Cie (Europe) SA | 730,314 | $4,233 萬 | 1.10% | +109,047+17.6% | 加碼 |
| Wedge Capital Management L L P | 730,174 | $4,232 萬 | 0.69% | −126,938−14.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 719,157 | $4,168 萬 | 0.20% | +6,600+0.9% | 加碼 |
| ProShare Advisors LLC | 715,985 | $4,150 萬 | 0.11% | −56,566−7.3% | 減碼 |
| IFM Investors Pty Ltd | 715,815 | $4,149 萬 | 0.45% | −5,637−0.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 705,594 | $4,090 萬 | 0.06% | +28,966+4.3% | 加碼 |
| Federated Hermes, Inc. | 684,442 | $3,967 萬 | 0.09% | −231,940−25.3% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 674,969 | $3,912 萬 | 0.40% | −37,260−5.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 668,024 | $3,872 萬 | 0.14% | −36,887−5.2% | 減碼 |
| Cetera Investment Advisers | 668,009 | $3,872 萬 | 0.09% | +422,638+172.2% | 加碼 |
| AQR Capital Management LLC | 658,179 | $3,812 萬 | 0.06% | −59,561−8.3% | 減碼 |
| Perpetual Ltd | 656,961 | $3,808 萬 | 0.37% | +14,302+2.2% | 加碼 |
| First Trust Advisors LP | 635,949 | $3,686 萬 | 0.04% | −73,249−10.3% | 減碼 |
| Auto-Owners Insurance Co | 635,018 | $3,681 萬 | 0.97% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 633,800 | $3,674 萬 | 0.08% | −375,491−37.2% | 減碼 |
| Czech National Bank | 633,279 | $3,670 萬 | 0.47% | −2,888−0.5% | 減碼 |
| M&G Plc | 630,707 | $3,658 萬 | 0.22% | +630,707 | 新進 |
| Utah Retirement Systems | 625,145 | $3,623 萬 | 0.42% | −11,700−1.8% | 減碼 |
| Factory Mutual Insurance Co | 616,464 | $3,573 萬 | 0.41% | −275,400−30.9% | 減碼 |
| Macquarie Group Ltd | 615,722 | $3,569 萬 | 0.04% | −29,192−4.5% | 減碼 |
| Clifford Swan Investment Counsel LLC | 609,053 | $3,530 萬 | 1.31% | −16,041−2.6% | 減碼 |
| CIBC Asset Management Inc | 602,312 | $3,491 萬 | 0.12% | −15,159−2.5% | 減碼 |
| Qube Research & Technologies Ltd | 601,218 | $3,485 萬 | 0.06% | −1,616,391−72.9% | 減碼 |
| Wilsey Asset Management Inc | 600,907 | $3,483 萬 | 7.10% | −5,912−1.0% | 減碼 |
| Basswood Capital Management, L.L.C. | 591,823 | $3,430 萬 | 2.00% | +19,494+3.4% | 加碼 |
| Xponance, Inc. | 577,676 | $3,348 萬 | 0.35% | +29,754+5.4% | 加碼 |
| Cardinal Capital Management, Inc. | 571,442 | $3,312 萬 | 1.47% | −7,018−1.2% | 減碼 |
| Yousif Capital Management, LLC | 570,908 | $3,309 萬 | 0.37% | −19,469−3.3% | 減碼 |
| USS Investment Management Ltd | 569,150 | $3,298 萬 | 0.27% | −17,563−3.0% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 567,336 | $3,288 萬 | 0.76% | +1,643+0.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 555,145 | $3,218 萬 | 0.36% | +15,700+2.9% | 加碼 |
| American Assets Investment Management, LLC | 555,000 | $3,217 萬 | 3.06% | 00.0% | 不變 |
| South Dakota Investment Council | 547,788 | $3,175 萬 | 0.66% | −283,532−34.1% | 減碼 |
| Old National Bancorp | 541,475 | $3,138 萬 | 0.74% | +2,578+0.5% | 加碼 |
| DnB Asset Management AS | 538,159 | $3,119 萬 | 0.16% | −146,306−21.4% | 減碼 |
| Glenmede Trust Co NA | 535,739 | $3,105 萬 | 0.16% | −45,278−7.8% | 減碼 |
| Teewinot Capital Advisers, L.L.C. | 534,887 | $3,100 萬 | 3.25% | +534,887 | 新進 |
| Captrust Financial Advisors | 534,288 | $3,097 萬 | 0.11% | −274,393−33.9% | 減碼 |
| Manning & Napier Group, LLC | 529,805 | $3,071 萬 | 0.35% | −54,435−9.3% | 減碼 |
| QRG Capital Management, Inc. | 528,859 | $3,065 萬 | 0.39% | +245,424+86.6% | 加碼 |
| Mercer Global Advisors Inc | 520,418 | $3,064 萬 | 0.09% | +248,556+91.4% | 加碼 |
| Cobblestone Capital Advisors LLC | 527,278 | $3,056 萬 | 1.92% | +888+0.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 515,746 | $2,989 萬 | 0.13% | −27,606−5.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 509,856 | $2,955 萬 | 0.57% | −23,992−4.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 499,831 | $2,897 萬 | 0.26% | −55,713−10.0% | 減碼 |
| Illinois Municipal Retirement Fund | 498,568 | $2,890 萬 | 0.44% | −8,139−1.6% | 減碼 |
| Edgar Lomax Co | 494,230 | $2,865 萬 | 1.77% | +351,558+246.4% | 加碼 |
| New York Life Investment Management LLC | 494,112 | $2,864 萬 | 0.29% | −23,080−4.5% | 減碼 |
| Storebrand Asset Management AS | 485,580 | $2,814 萬 | 0.10% | −2,050−0.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 483,393 | $2,802 萬 | 0.35% | −1,028,196−68.0% | 減碼 |
| Holocene Advisors, LP | 479,853 | $2,781 萬 | 0.10% | +479,853 | 新進 |
| Janus Henderson Group PLC | 479,726 | $2,780 萬 | 0.02% | −89,010−15.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 473,444 | $2,744 萬 | 0.04% | +106,260+28.9% | 加碼 |
| Manitou Investment Management Ltd. | 473,307 | $2,743 萬 | 5.49% | −327−0.1% | 減碼 |
| Mutual of America Capital Management LLC | 471,847 | $2,735 萬 | 0.29% | −14,292−2.9% | 減碼 |
| TCW Group Inc | 471,767 | $2,734 萬 | 0.28% | +26,954+6.1% | 加碼 |
| Rockefeller Capital Management L.P. | 467,936 | $2,712 萬 | 0.08% | −33,081−6.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 613,510 | $2,690 萬 | 0.06% | +19,982+3.4% | 加碼 |
| Moore Capital Management, LP | 461,672 | $2,676 萬 | 0.55% | +461,672 | 新進 |
| Delta Asset Management LLC | 460,571 | $2,669 萬 | 2.36% | −5,504−1.2% | 減碼 |
| First Manhattan Co | 456,659 | $2,647 萬 | 0.09% | −14,653−3.1% | 減碼 |
| Payden & Rygel | 454,000 | $2,631 萬 | 1.80% | +1,300+0.3% | 加碼 |
| Payden & Rygel Investment Group | 454,000 | $2,631 萬 | 1.80% | +454,000 | 新進 |
| MML Investors Services, LLC | 443,918 | $2,573 萬 | 0.11% | +37,302+9.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 438,533 | $2,542 萬 | 0.10% | +16,223+3.8% | 加碼 |
| HRT Financial LP | 438,014 | $2,539 萬 | 0.16% | +241,338+122.7% | 加碼 |
| Poplar Forest Capital LLC | 437,556 | $2,536 萬 | 3.41% | −94,192−17.7% | 減碼 |
| British Columbia Investment Management Corp | 435,052 | $2,522 萬 | 0.17% | +13,858+3.3% | 加碼 |
| Marathon Asset Mgmt Ltd | 433,973 | $2,515 萬 | 0.67% | −114,904−20.9% | 減碼 |
| TownSquare Capital, LLC | 432,059 | $2,504 萬 | 0.37% | +44,995+11.6% | 加碼 |
| Citadel Advisors LLC | 430,240 | $2,494 萬 | 0.02% | −35,177−7.6% | 減碼 |
| Nissay Asset Management Corp | 430,160 | $2,493 萬 | 0.17% | −278,189−39.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 423,038 | $2,452 萬 | 0.27% | +6,334+1.5% | 加碼 |
| KLCM Advisors, Inc. | 422,641 | $2,450 萬 | 3.15% | −13,562−3.1% | 減碼 |
| Braun Stacey Associates Inc | 421,755 | $2,445 萬 | 0.97% | +3,167+0.8% | 加碼 |
| Rempart Asset Management Inc. | 414,905 | $2,405 萬 | 4.62% | +13,788+3.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 397,921 | $2,306 萬 | 0.29% | +15,581+4.1% | 加碼 |
| Alpine Woods Capital Investors, LLC | 385,191 | $2,285 萬 | 4.54% | −5,745−1.5% | 減碼 |
| Dana Investment Advisors, Inc. | 393,356 | $2,280 萬 | 0.76% | −13,224−3.3% | 減碼 |
| M&T Bank Corp | 390,728 | $2,265 萬 | 0.08% | −171,518−30.5% | 減碼 |
| Holowesko Partners Ltd. | 383,981 | $2,226 萬 | 9.10% | −14,000−3.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 383,310 | $2,222 萬 | 0.25% | −410,000−51.7% | 減碼 |
| Pathstone Holdings, LLC | 372,958 | $2,162 萬 | 0.10% | +31,297+9.2% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 369,365 | $2,141 萬 | 1.59% | −8,780−2.3% | 減碼 |
| Eubel Brady & Suttman Asset Management Inc | 363,632 | $2,108 萬 | 2.68% | −68,010−15.8% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 362,303 | $2,100 萬 | 1.75% | +813+0.2% | 加碼 |
| Guggenheim Capital LLC | 360,865 | $2,092 萬 | 0.15% | +26,796+8.0% | 加碼 |
| Daiwa Securities Group Inc. | 358,715 | $2,079 萬 | 0.12% | +25,820+7.8% | 加碼 |
| ProVise Management Group, LLC | 354,005 | $2,052 萬 | 1.78% | +16,688+4.9% | 加碼 |