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 |
|---|---|---|---|---|---|
| Capital Markets Trading UK LLP | 161,213 | $934.4 萬 | 6.77% | +67,617+72.2% | 加碼 |
| Interval Partners, LP | 160,779 | $931.9 萬 | 0.35% | +160,779 | 新進 |
| CSM Advisors, LLC | 158,772 | $920.0 萬 | 0.61% | +1,050+0.7% | 加碼 |
| Metis Global Partners, LLC | 157,668 | $913.8 萬 | 0.33% | −3,575−2.2% | 減碼 |
| Marathon Trading Investment Management LLC | 157,031 | $910.2 萬 | 3.61% | −226,937−59.1% | 減碼 |
| Bokf, NA | 154,214 | $888.4 萬 | 0.16% | −9,767−6.0% | 減碼 |
| Alerus Financial NA | 152,666 | $884.9 萬 | 0.67% | −3,591−2.3% | 減碼 |
| Wedmont Private Capital | 152,910 | $880.5 萬 | 0.64% | +21,496+16.4% | 加碼 |
| Bessemer Group Inc | 151,683 | $879.1 萬 | 0.02% | +68,076+81.4% | 加碼 |
| RBF Capital, LLC | 150,000 | $869.4 萬 | 0.49% | 00.0% | 不變 |
| New England Asset Management Inc | 149,225 | $864.9 萬 | 1.34% | +6,830+4.8% | 加碼 |
| Poehling Capital Management, LLC | 148,127 | $858.5 萬 | 2.30% | −650.0% | 減碼 |
| Eagle Asset Management Inc | 148,516 | $855.6 萬 | 0.04% | +13,513+10.0% | 加碼 |
| Highland Capital Management, LLC | 147,257 | $853.5 萬 | 0.49% | −2,032−1.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 145,720 | $844.6 萬 | 0.58% | −3,554−2.4% | 減碼 |
| Metropolitan Life Insurance Co | 145,153 | $841.3 萬 | 0.37% | −2,672−1.8% | 減碼 |
| Meritage Portfolio Management | 144,171 | $835.6 萬 | 0.53% | −9,740−6.3% | 減碼 |
| Parkwood LLC | 144,166 | $835.6 萬 | 0.88% | +144,166 | 新進 |
| Blume Capital Management, Inc. | 143,378 | $831.0 萬 | 2.03% | −225−0.2% | 減碼 |
| Raymond James Trust N.A. | 143,149 | $829.7 萬 | 0.20% | −15,815−9.9% | 減碼 |
| Allianz SE | 142,402 | $825.4 萬 | 0.26% | +142,402 | 新進 |
| ARGA Investment Management, LP | 141,752 | $821.6 萬 | 0.28% | −311−0.2% | 減碼 |
| Mediolanum International Funds Ltd | 141,651 | $816.1 萬 | 0.13% | +141,651 | 新進 |
| Monte Financial Group, LLC | 140,602 | $814.9 萬 | 3.57% | −7,461−5.0% | 減碼 |
| Ieq Capital, LLC | 138,469 | $802.6 萬 | 0.12% | +15,747+12.8% | 加碼 |
| Empirical Finance, LLC | 137,747 | $798.4 萬 | 0.49% | +4,335+3.2% | 加碼 |
| Sowell Financial Services LLC | 136,089 | $788.8 萬 | 0.37% | −1,898−1.4% | 減碼 |
| SpiderRock Advisors, LLC | 136,480 | $788.4 萬 | 0.26% | +136,480 | 新進 |
| Tower Research Capital LLC (TRC) | 134,968 | $782.3 萬 | 0.19% | −457,298−77.2% | 減碼 |
| Hennessy Advisors Inc | 134,500 | $779.6 萬 | 0.33% | −29,100−17.8% | 減碼 |
| Estabrook Capital Management | 134,217 | $777.9 萬 | 1.20% | −1,216−0.9% | 減碼 |
| Brinker Capital Investments, LLC | 134,127 | $777.4 萬 | 0.08% | +5,388+4.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 134,127 | $777.4 萬 | 0.08% | +5,388+4.2% | 加碼 |
| Chesley Taft & Associates LLC | 132,590 | $768.5 萬 | 0.39% | +4,455+3.5% | 加碼 |
| Picton Mahoney Asset Management | 132,140 | $766.0 萬 | 0.32% | −8,670−6.2% | 減碼 |
| Tufton Capital Management | 132,004 | $765.1 萬 | 1.50% | −1,093−0.8% | 減碼 |
| Hikari Power Ltd | 130,460 | $756.1 萬 | 0.65% | 00.0% | 不變 |
| Olstein Capital Management, L.P. | 130,000 | $753.5 萬 | 1.23% | −30,000−18.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 129,474 | $750.4 萬 | 0.10% | +595+0.5% | 加碼 |
| Salzhauer Michael | 128,833 | $746.7 萬 | 5.99% | −21,940−14.6% | 減碼 |
| EP Wealth Advisors, LLC | 128,048 | $742.2 萬 | 0.09% | −10,521−7.6% | 減碼 |
| Sirios Capital Management L P | 127,508 | $739.0 萬 | 1.39% | −65,341−33.9% | 減碼 |
| Hoey Investments, Inc | 126,710 | $734.4 萬 | 1.64% | +11,222+9.7% | 加碼 |
| Uncommon Cents Investing LLC | 126,629 | $733.9 萬 | 2.25% | −855−0.7% | 減碼 |
| DCM Advisors, LLC | 126,566 | $733.6 萬 | 3.02% | −9,234−6.8% | 減碼 |
| tru Independence LLC | 126,470 | $733.0 萬 | 2.16% | −5,659−4.3% | 減碼 |
| Institutional & Family Asset Management, LLC | 125,513 | $727.5 萬 | 1.16% | −10,244−7.5% | 減碼 |
| Norinchukin Bank, The | 124,762 | $723.1 萬 | 0.22% | −2,784−2.2% | 減碼 |
| Empowered Funds, LLC | 124,719 | $722.9 萬 | 0.13% | −48,086−27.8% | 減碼 |
| Sicart Associates LLC | 124,275 | $720.3 萬 | 2.64% | −1,500−1.2% | 減碼 |
| Intech Investment Management LLC | 124,067 | $719.1 萬 | 0.10% | −88,584−41.7% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 123,689 | $716.9 萬 | 0.83% | +7,465+6.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 121,353 | $703.4 萬 | 0.08% | +67,990+127.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 121,326 | $703.2 萬 | 0.16% | −2,073−1.7% | 減碼 |
| Chartwell Investment Partners, LLC | 121,245 | $702.7 萬 | 0.24% | +601+0.5% | 加碼 |
| Gibraltar Capital Management, Inc. | 121,075 | $701.8 萬 | 3.27% | −35,336−22.6% | 減碼 |
| Vinva Investment Management Ltd | 119,868 | $694.8 萬 | 0.40% | −7,000−5.5% | 減碼 |
| Avantax Advisory Services, Inc. | 119,750 | $694.1 萬 | 0.06% | −4,515−3.6% | 減碼 |
| Baxter Bros Inc | 118,897 | $689.1 萬 | 0.88% | −3,800−3.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 118,765 | $688.4 萬 | 0.47% | −10,615−8.2% | 減碼 |
| Lido Advisors, LLC | 117,928 | $683.5 萬 | 0.06% | −4,100−3.4% | 減碼 |
| Mission Wealth Management, LP | 116,718 | $676.5 萬 | 0.18% | +71,215+156.5% | 加碼 |
| TD Waterhouse Canada Inc. | 105,122 | $676.2 萬 | 0.05% | −17,980−14.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 114,198 | $661.9 萬 | 0.17% | −753−0.7% | 減碼 |
| Providence Capital Advisors, LLC | 113,695 | $659.0 萬 | 1.44% | −1,715−1.5% | 減碼 |
| Beacon Financial Group | 113,160 | $655.9 萬 | 0.75% | −5,050−4.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 110,933 | $643.0 萬 | 0.37% | +3,299+3.1% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 110,456 | $640.2 萬 | 0.03% | −78,163−41.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 110,229 | $638.9 萬 | 0.07% | +8,828+8.7% | 加碼 |
| Allworth Financial LP | 109,276 | $633.4 萬 | 0.04% | +25,358+30.2% | 加碼 |
| Tritonpoint Wealth, LLC | 140,026 | $633.3 萬 | 0.66% | +2,732+2.0% | 加碼 |
| MAI Capital Management | 108,793 | $630.6 萬 | 0.07% | +28,145+34.9% | 加碼 |
| NBW Capital LLC | 108,685 | $629.9 萬 | 1.29% | −324−0.3% | 減碼 |
| Rathbone Brothers plc | 108,123 | $626.7 萬 | 0.04% | −3,274−2.9% | 減碼 |
| Prospera Financial Services Inc | 107,561 | $623.5 萬 | 0.19% | +4,213+4.1% | 加碼 |
| TD Private Client Wealth LLC | 107,354 | $622.2 萬 | 0.20% | +7,528+7.5% | 加碼 |
| California First Leasing Corp | 106,400 | $616.7 萬 | 2.87% | 00.0% | 不變 |
| United Services Automobile Association | 105,986 | $614.3 萬 | 0.15% | −1,263−1.2% | 減碼 |
| King Luther Capital Management Corp | 105,805 | $613.2 萬 | 0.03% | −1,560−1.5% | 減碼 |
| Whittier Trust Co | 105,819 | $613.2 萬 | 0.09% | +2,713+2.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 105,159 | $609.5 萬 | 0.47% | −298−0.3% | 減碼 |
| Bard Financial Services, Inc. | 104,110 | $603.4 萬 | 0.64% | −15,250−12.8% | 減碼 |
| Tudor Investment Corp Et Al | 103,827 | $601.8 萬 | 0.07% | −360,880−77.7% | 減碼 |
| Long Focus Capital Management, LLC | 103,000 | $597.0 萬 | 0.69% | −25,900−20.1% | 減碼 |
| Robinson Value Management, Ltd. | 102,884 | $596.3 萬 | 4.00% | −23,257−18.4% | 減碼 |
| Unison Asset Management LLC | 102,668 | $595.1 萬 | 3.12% | −854−0.8% | 減碼 |
| Man Group plc | 101,940 | $590.8 萬 | 0.02% | −115,709−53.2% | 減碼 |
| Advisory Services Network, LLC | 101,071 | $585.8 萬 | 0.13% | +26,900+36.3% | 加碼 |
| Hutchinson Capital Management | 100,894 | $584.8 萬 | 1.18% | +290.0% | 加碼 |
| Cloverfields Capital Group, LP | 100,171 | $580.6 萬 | 1.96% | +5,949+6.3% | 加碼 |
| Mark Asset Management LP | 99,662 | $577.6 萬 | 0.78% | +39,747+66.3% | 加碼 |
| Swiss Life Asset Management Ltd | 99,198 | $575.0 萬 | 0.08% | −386,003−79.6% | 減碼 |
| First National Bank of Omaha | 80,016 | $574.4 萬 | 0.39% | −24,752−23.6% | 減碼 |
| Atlantic Union Bankshares Corp | 98,951 | $573.5 萬 | 0.48% | +9,438+10.5% | 加碼 |
| PFG Advisors | 98,870 | $573.0 萬 | 0.42% | −500−0.5% | 減碼 |
| Morningstar Investment Management LLC | 97,801 | $566.9 萬 | 0.61% | −2,595−2.6% | 減碼 |
| Dorchester Wealth Management Co | 96,783 | $561.0 萬 | 1.01% | −3,900−3.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 96,731 | $560.7 萬 | 0.19% | +7,655+8.6% | 加碼 |
| Stephens Inc | 95,818 | $555.4 萬 | 0.09% | −1,520−1.6% | 減碼 |
| Winslow Asset Management Inc | 95,791 | $555.2 萬 | 1.05% | −499−0.5% | 減碼 |