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 |
|---|---|---|---|---|---|
| Harvest Portfolios Group Inc. | 95,755 | $555.0 萬 | 0.22% | −3,446−3.5% | 減碼 |
| Madison Asset Management, LLC | 94,757 | $549.2 萬 | 0.07% | −1,927−2.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 94,745 | $549.1 萬 | 0.12% | +970+1.0% | 加碼 |
| Siemens Fonds Invest GmbH | 93,362 | $541.1 萬 | 0.42% | −4,881−5.0% | 減碼 |
| Bahl & Gaynor Inc | 92,420 | $535.7 萬 | 0.03% | −1,055−1.1% | 減碼 |
| Brookmont Capital Management | 92,376 | $535.4 萬 | 2.82% | +349+0.4% | 加碼 |
| NEOS Investment Management LLC | 92,011 | $533.3 萬 | 0.33% | +40,472+78.5% | 加碼 |
| Concentric Wealth Management, LLC | 91,726 | $531.6 萬 | 1.42% | +1,880+2.1% | 加碼 |
| Integrated Wealth Concepts LLC | 91,682 | $531.4 萬 | 0.08% | −32,597−26.2% | 減碼 |
| Callan Family Office, LLC | 91,465 | $530.1 萬 | 1.24% | +943+1.0% | 加碼 |
| Elgethun Capital Management | 91,640 | $529.4 萬 | 1.34% | −192−0.2% | 減碼 |
| Continental Advisors LLC | 90,906 | $526.9 萬 | 4.17% | +3,000+3.4% | 加碼 |
| Cohen Klingenstein LLC | 90,900 | $526.9 萬 | 0.20% | 00.0% | 不變 |
| Western Financial Corp | 90,877 | $526.7 萬 | 3.23% | 00.0% | 不變 |
| Clayton Partners LLC | 90,798 | $526.3 萬 | 4.47% | −4,238−4.5% | 減碼 |
| Savant Capital, LLC | 90,752 | $526.0 萬 | 0.06% | +5,936+7.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 90,560 | $524.9 萬 | 0.27% | +8,333+10.1% | 加碼 |
| Tiaa Trust, National Association | 90,515 | $524.6 萬 | 0.02% | +1,846+2.1% | 加碼 |
| iA Global Asset Management Inc. | 89,732 | $520.1 萬 | 0.11% | −9,864−9.9% | 減碼 |
| Assenagon Asset Management S.A. | 88,754 | $514.4 萬 | 0.01% | +1,606+1.8% | 加碼 |
| Altrafin AG | 88,300 | $511.8 萬 | 1.85% | −260−0.3% | 減碼 |
| Mill Capital Management, LLC | 88,168 | $511.0 萬 | 0.43% | −620−0.7% | 減碼 |
| Gifford Fong Associates | 88,052 | $510.3 萬 | 1.41% | 00.0% | 不變 |
| Toroso Investments, LLC | 88,063 | $510.3 萬 | 0.09% | +15,139+20.8% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 87,738 | $508.5 萬 | 0.52% | −2,832−3.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 87,706 | $508.3 萬 | 0.08% | −6,352−6.8% | 減碼 |
| Longbow Finance SA | 87,569 | $507.5 萬 | 0.51% | +87,569 | 新進 |
| Richard Bernstein Advisors LLC | 87,213 | $505.5 萬 | 0.11% | 00.0% | 不變 |
| Wesleyan Assurance Society | 86,500 | $501.2 萬 | 0.44% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 85,183 | $493.7 萬 | 3.08% | −330−0.4% | 減碼 |
| Alberta Investment Management Corp | 84,800 | $491.5 萬 | 0.05% | −27,375−24.4% | 減碼 |
| Horizon Investments, LLC | 85,048 | $490.1 萬 | 0.13% | +1,207+1.4% | 加碼 |
| Acadian Asset Management LLC | 84,464 | $489.2 萬 | 0.02% | −15,598−15.6% | 減碼 |
| Barr E S & Co | 84,307 | $488.6 萬 | 0.32% | −14,582−14.7% | 減碼 |
| Principal Securities, Inc. | 84,170 | $487.8 萬 | 0.15% | +7,824+10.2% | 加碼 |
| Regions Financial Corp | 83,437 | $483.6 萬 | 0.04% | −1,458−1.7% | 減碼 |
| Simplicity Wealth,LLC | 83,350 | $483.1 萬 | 0.12% | +73,181+719.6% | 加碼 |
| Merit Financial Group, LLC | 80,560 | $482.9 萬 | 0.12% | +35,716+79.6% | 加碼 |
| Semmax Financial Advisors Inc. | 78,244 | $482.1 萬 | 1.59% | −14,102−15.3% | 減碼 |
| RFG Advisory, LLC | 83,089 | $481.6 萬 | 0.16% | +462+0.6% | 加碼 |
| Compagnie Lombard Odier SCmA | 83,010 | $481.1 萬 | 0.09% | −4,000−4.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 82,988 | $481.0 萬 | 0.20% | +9,666+13.2% | 加碼 |
| Colony Group, LLC | 82,913 | $480.6 萬 | 0.04% | +64,759+356.7% | 加碼 |
| AE Wealth Management LLC | 80,729 | $467.9 萬 | 0.05% | −284,658−77.9% | 減碼 |
| Kingsview Wealth Management, LLC | 80,161 | $464.6 萬 | 0.12% | +16,492+25.9% | 加碼 |
| Twin Capital Management Inc | 79,459 | $460.5 萬 | 0.57% | −5,157−6.1% | 減碼 |
| Veriti Management LLC | 79,007 | $457.9 萬 | 0.34% | +6,283+8.6% | 加碼 |
| Central Pacific Bank - Trust Division | 79,375 | $457.3 萬 | 0.57% | +79,375 | 新進 |
| Argent Trust Co | 78,694 | $456.1 萬 | 0.21% | +12,831+19.5% | 加碼 |
| Weik Capital Management | 77,398 | $448.6 萬 | 1.91% | −500−0.6% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $446.3 萬 | 0.57% | 00.0% | 不變 |
| Verition Fund Management LLC | 76,559 | $443.7 萬 | 0.04% | −1,624−2.1% | 減碼 |
| Prudential PLC | 75,494 | $437.6 萬 | 0.04% | −106,452−58.5% | 減碼 |
| Thompson Siegel & Walmsley LLC | 75,486 | $437.5 萬 | 0.07% | −136,642−64.4% | 減碼 |
| HighMark Wealth Management LLC | 74,775 | $433.9 萬 | 2.69% | −82−0.1% | 減碼 |
| Wedbush Securities Inc | 74,687 | $432.9 萬 | 0.16% | +4,183+5.9% | 加碼 |
| Connable Office Inc | 74,363 | $431.0 萬 | 0.49% | −1,403−1.9% | 減碼 |
| Entropy Technologies, LP | 74,183 | $430.0 萬 | 0.46% | +74,183 | 新進 |
| Synovus Financial Corp | 72,910 | $422.6 萬 | 0.05% | +47+0.1% | 加碼 |
| Axxcess Wealth Management, LLC | 72,567 | $420.6 萬 | 0.12% | +7,114+10.9% | 加碼 |
| Genus Capital Management Inc. | 72,400 | $419.6 萬 | 0.54% | +72,400 | 新進 |
| Daymark Wealth Partners, LLC | 72,256 | $418.8 萬 | 0.23% | +4,910+7.3% | 加碼 |
| Banco Santander, S.A. | 72,189 | $418.4 萬 | 0.05% | −27,037−27.2% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 71,766 | $416.0 萬 | 1.78% | −23,262−24.5% | 減碼 |
| Park Avenue Securities LLC | 71,737 | $415.8 萬 | 0.05% | +8,899+14.2% | 加碼 |
| Apollon Wealth Management, LLC | 71,490 | $414.4 萬 | 0.13% | +1,588+2.3% | 加碼 |
| Bradley Foster & Sargent Inc | 71,465 | $414.2 萬 | 0.07% | −630−0.9% | 減碼 |
| Peapack Gladstone Financial Corp | 70,760 | $410.2 萬 | 0.06% | −5,229−6.9% | 減碼 |
| Lawson Kroeker Investment Management Inc | 70,115 | $406.4 萬 | 0.77% | −5,724−7.5% | 減碼 |
| AIA Group Ltd | 69,892 | $405.1 萬 | 0.13% | +44,692+177.3% | 加碼 |
| Level Four Advisory Services, LLC | 82,294 | $405.0 萬 | 0.22% | +5,610+7.3% | 加碼 |
| SWS Partners | 69,507 | $402.9 萬 | 1.20% | +3,231+4.9% | 加碼 |
| Vestcor Inc | 68,852 | $399.1 萬 | 0.14% | −8,782−11.3% | 減碼 |
| Welch & Forbes LLC | 68,538 | $397.2 萬 | 0.05% | +506+0.7% | 加碼 |
| NWF Advisory Services Inc. | 68,441 | $396.7 萬 | 0.66% | −14,698−17.7% | 減碼 |
| Greenleaf Trust | 68,270 | $395.7 萬 | 0.04% | −2,296−3.3% | 減碼 |
| Culbertson A N & Co Inc | 67,987 | $394.1 萬 | 0.68% | −1,240−1.8% | 減碼 |
| Karpas Strategies, LLC | 66,470 | $385.3 萬 | 1.20% | +243+0.4% | 加碼 |
| Guardian Capital Advisors LP | 67,022 | $383.2 萬 | 0.41% | −4,518−6.3% | 減碼 |
| Empower Advisory Group, LLC | 65,571 | $380.0 萬 | 0.01% | +9,936+17.9% | 加碼 |
| Plato Investment Management Ltd | 65,490 | $379.6 萬 | 0.39% | +61,714+1,634.4% | 加碼 |
| Portside Wealth Group, LLC | 64,564 | $374.2 萬 | 0.69% | −8,226−11.3% | 減碼 |
| Oldfather Financial Services, LLC | 64,552 | $374.1 萬 | 1.54% | −248−0.4% | 減碼 |
| Sigma Planning Corp | 64,339 | $372.9 萬 | 0.12% | +35,206+120.8% | 加碼 |
| HighPoint Advisor Group LLC | 60,723 | $372.0 萬 | 0.26% | +1,450+2.4% | 加碼 |
| LGT Group Foundation | 63,334 | $367.1 萬 | 0.09% | −15,629−19.8% | 減碼 |
| HB Wealth Management, LLC | 62,908 | $364.6 萬 | 0.05% | +496+0.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 62,855 | $364.3 萬 | 0.05% | −248−0.4% | 減碼 |
| DoubleLine ETF Adviser LP | 62,659 | $363.2 萬 | 0.92% | +1,963+3.2% | 加碼 |
| Independent Advisor Alliance | 62,557 | $362.6 萬 | 0.13% | −6,836−9.9% | 減碼 |
| Pinnacle Financial Partners Inc | 61,314 | $355.4 萬 | 0.08% | +214+0.4% | 加碼 |
| Bleakley Financial Group, LLC | 60,677 | $351.7 萬 | 0.10% | −3,092−4.8% | 減碼 |
| Waterloo Capital, L.P. | 60,647 | $351.5 萬 | 0.45% | +10,419+20.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 60,490 | $350.6 萬 | 0.25% | +60,490 | 新進 |
| Boston Private Wealth LLC | 59,911 | $347.2 萬 | 0.08% | −1,217−2.0% | 減碼 |
| Asio Capital, LLC | 59,870 | $347.0 萬 | 0.74% | −23,310−28.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59,663 | $345.8 萬 | 0.16% | +9,653+19.3% | 加碼 |
| Focus Financial Network, Inc. | 58,401 | $343.0 萬 | 0.17% | +58,401 | 新進 |
| Williams Jones Wealth Management, LLC. | 58,810 | $340.9 萬 | 0.04% | +1,074+1.9% | 加碼 |
| Investment Management Corp of Ontario | 58,632 | $339.8 萬 | 0.10% | −97,143−62.4% | 減碼 |