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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 58,292 | $337.9 萬 | 0.48% | +6,290+12.1% | 加碼 |
| Lowe Brockenbrough & Co Inc | 57,383 | $332.6 萬 | 0.22% | −1,662−2.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 57,300 | $332.1 萬 | 0.18% | +8,240+16.8% | 加碼 |
| Moors & Cabot, Inc. | 56,776 | $329.1 萬 | 0.18% | +150+0.3% | 加碼 |
| Cidel Asset Management Inc | 56,692 | $328.6 萬 | 0.25% | −1,012−1.8% | 減碼 |
| Signet Financial Management, LLC | 56,683 | $328.5 萬 | 0.45% | +845+1.5% | 加碼 |
| Parcion Private Wealth LLC | 56,583 | $328.0 萬 | 0.29% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 56,495 | $327.4 萬 | 0.08% | +6,762+13.6% | 加碼 |
| Capital Investment Advisors, LLC | 56,486 | $327.4 萬 | 0.08% | −78−0.1% | 減碼 |
| Profund Advisors LLC | 56,182 | $325.6 萬 | 0.13% | −929−1.6% | 減碼 |
| Wetherby Asset Management Inc | 55,519 | $321.8 萬 | 0.15% | +1,297+2.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 55,253 | $320.2 萬 | 0.04% | −27,208−33.0% | 減碼 |
| Mitchell Sinkler & Starr | 55,125 | $319.5 萬 | 0.80% | −1,750−3.1% | 減碼 |
| Summit Trail Advisors, LLC | 54,996 | $318.8 萬 | 0.08% | +2,955+5.7% | 加碼 |
| Capital International Sarl | 54,824 | $317.8 萬 | 0.11% | +14,136+34.7% | 加碼 |
| Legato Capital Management LLC | 54,661 | $316.8 萬 | 0.38% | 00.0% | 不變 |
| Selway Asset Management | 54,600 | $316.5 萬 | 1.26% | 00.0% | 不變 |
| S&CO Inc | 54,573 | $316.3 萬 | 0.22% | −3,250−5.6% | 減碼 |
| Perkins Coie Trust Co | 54,363 | $315.0 萬 | 0.74% | −369−0.7% | 減碼 |
| Stonebridge Capital Advisors LLC | 54,173 | $314.0 萬 | 0.28% | −1,753−3.1% | 減碼 |
| Qsemble Capital Management, LP | 53,780 | $311.7 萬 | 0.68% | −72,659−57.5% | 減碼 |
| Quad-Cities Investment Group, LLC | 53,295 | $308.9 萬 | 1.80% | −1,088−2.0% | 減碼 |
| Montag A & Associates Inc | 53,294 | $308.9 萬 | 0.15% | −5,208−8.9% | 減碼 |
| Cynosure Management, LLC | 53,255 | $308.7 萬 | 0.55% | −58,356−52.3% | 減碼 |
| Buckingham Strategic Wealth, LLC | 53,008 | $306.6 萬 | 0.03% | −722−1.3% | 減碼 |
| Capitolis Liquid Global Markets LLC | 52,800 | $306.0 萬 | 0.05% | +52,800 | 新進 |
| Haverford Trust Co | 52,773 | $305.9 萬 | 0.03% | +10,579+25.1% | 加碼 |
| Checchi Capital Advisers, LLC | 52,716 | $305.5 萬 | 0.24% | +1,464+2.9% | 加碼 |
| Oppenheimer & Co Inc | 52,634 | $305.1 萬 | 0.05% | +12,268+30.4% | 加碼 |
| Trust Point Inc. | 52,470 | $304.1 萬 | 0.24% | +1,705+3.4% | 加碼 |
| Clear Harbor Asset Management, LLC | 52,268 | $302.9 萬 | 0.27% | 00.0% | 不變 |
| Signaturefd, LLC | 52,244 | $302.8 萬 | 0.06% | +3,434+7.0% | 加碼 |
| SOL Capital Management CO | 52,143 | $302.2 萬 | 0.38% | −1,500−2.8% | 減碼 |
| NorthRock Partners, LLC | 52,124 | $302.1 萬 | 0.12% | +57+0.1% | 加碼 |
| D L Carlson Investment Group Inc | 51,579 | $299.0 萬 | 0.58% | +1,715+3.4% | 加碼 |
| Valeo Financial Advisors, LLC | 49,255 | $298.5 萬 | 0.11% | −6,610−11.8% | 減碼 |
| Goelzer Investment Management, Inc. | 51,498 | $298.5 萬 | 0.17% | −4,125−7.4% | 減碼 |
| Central Trust Co | 51,191 | $296.7 萬 | 0.07% | −2,668−5.0% | 減碼 |
| Huntington National Bank | 51,092 | $296.1 萬 | 0.02% | −9,483−15.7% | 減碼 |
| Paradigm Asset Management Co LLC | 51,052 | $295.9 萬 | 0.75% | −1,350−2.6% | 減碼 |
| Jackson Hole Capital Partners, LLC | 50,891 | $295.0 萬 | 0.68% | +1,795+3.7% | 加碼 |
| Kingswood Wealth Advisors, LLC | 50,700 | $293.9 萬 | 0.34% | −2,631−4.9% | 減碼 |
| Van Leeuwen & Company, LLC | 50,601 | $293.3 萬 | 1.49% | −5,624−10.0% | 減碼 |
| Transcend Wealth Collective, LLC | 50,363 | $291.9 萬 | 0.23% | +1,501+3.1% | 加碼 |
| InterOcean Capital Group, LLC | 50,299 | $291.5 萬 | 0.07% | −3,249−6.1% | 減碼 |
| Aft, Forsyth & Sober, LLC | 50,000 | $289.8 萬 | 1.02% | −1,500−2.9% | 減碼 |
| Iat Reinsurance Co Ltd. | 50,000 | $289.8 萬 | 1.29% | 00.0% | 不變 |
| Ally Financial Inc. | 50,000 | $289.8 萬 | 0.39% | +50,000 | 新進 |
| Associated Banc-Corp | 49,998 | $289.8 萬 | 0.09% | −609−1.2% | 減碼 |
| Forum Financial Management, LP | 49,938 | $289.4 萬 | 0.05% | −641−1.3% | 減碼 |
| FineMark National Bank & Trust | 49,775 | $288.5 萬 | 0.11% | +4,344+9.6% | 加碼 |
| Global Retirement Partners, LLC | 49,663 | $287.8 萬 | 0.11% | +1,293+2.7% | 加碼 |
| Clearstead Advisors, LLC | 46,857 | $287.3 萬 | 0.14% | −2,509−5.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 49,542 | $287.1 萬 | 0.01% | −2,456−4.7% | 減碼 |
| Capital Asset Advisory Services LLC | 49,995 | $287.0 萬 | 0.16% | +7,020+16.3% | 加碼 |
| Warren Averett Asset Management, LLC | 49,364 | $286.1 萬 | 0.07% | +12,588+34.2% | 加碼 |
| Apexium Financial, LP | 49,218 | $285.3 萬 | 0.22% | −49,307−50.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 49,162 | $284.9 萬 | 0.01% | +49,162 | 新進 |
| IMS Capital Management | 49,133 | $284.8 萬 | 1.32% | −12,150−19.8% | 減碼 |
| Avestar Capital, LLC | 49,013 | $284.1 萬 | 0.33% | +12,854+35.5% | 加碼 |
| Gotham Asset Management, LLC | 48,953 | $283.7 萬 | 0.04% | +31,252+176.6% | 加碼 |
| Global Frontier Investments LLC | 48,661 | $282.0 萬 | 0.83% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 48,634 | $281.9 萬 | 0.11% | −103,394−68.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 48,308 | $280.0 萬 | 0.04% | −16,209−25.1% | 減碼 |
| Hamilton Capital Partners Inc. | 48,070 | $278.6 萬 | 0.34% | +28,970+151.7% | 加碼 |
| Foster Group, Inc. | 48,029 | $278.4 萬 | 0.14% | +883+1.9% | 加碼 |
| Meiji Yasuda Life Insurance Co | 47,945 | $277.9 萬 | 0.06% | +236+0.5% | 加碼 |
| Stoneridge Investment Partners LLC | 47,934 | $277.8 萬 | 1.06% | −68,269−58.7% | 減碼 |
| Coppell Advisory Solutions Corp. | 47,851 | $277.3 萬 | 0.52% | +47,851 | 新進 |
| Sumitomo Life Insurance Co | 47,786 | $277.0 萬 | 0.07% | −1,820−3.7% | 減碼 |
| Twin City Private Wealth, LLC | 47,656 | $276.2 萬 | 2.72% | +47,656 | 新進 |
| Somerset Group LLC | 47,629 | $276.1 萬 | 2.59% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 47,498 | $275.3 萬 | 0.50% | −8,944−15.8% | 減碼 |
| National Asset Management, Inc. | 67,346 | $275.2 萬 | 0.07% | +12,473+22.7% | 加碼 |
| Trajan Wealth LLC | 47,429 | $274.9 萬 | 0.19% | +47,429 | 新進 |
| Fiduciary Family Office, LLC | 47,312 | $274.2 萬 | 1.08% | +13,914+41.7% | 加碼 |
| Resources Investment Advisors, LLC. | 47,209 | $273.6 萬 | 0.04% | −8,168−14.7% | 減碼 |
| Trust Asset Management LLC | 47,042 | $272.7 萬 | 0.24% | −304−0.6% | 減碼 |
| Lincoln National Corp | 46,786 | $271.2 萬 | 0.04% | +2,620+5.9% | 加碼 |
| Walleye Capital LLC | 46,765 | $271.0 萬 | 0.03% | −378,180−89.0% | 減碼 |
| Lakeview Capital Partners, LLC | 46,706 | $270.7 萬 | 0.44% | −2,657−5.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 46,637 | $270.3 萬 | 0.02% | −211,588−81.9% | 減碼 |
| Ritholtz Wealth Management | 46,535 | $269.7 萬 | 0.09% | +1,400+3.1% | 加碼 |
| Factorial Partners, LLC | 46,400 | $268.9 萬 | 1.53% | −48,400−51.1% | 減碼 |
| Pavion Blue Capital, LLC | 46,296 | $268.3 萬 | 1.33% | −211−0.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 46,279 | $268.2 萬 | 0.43% | +5,029+12.2% | 加碼 |
| Equitable Holdings, Inc. | 46,110 | $267.3 萬 | 0.03% | +12,076+35.5% | 加碼 |
| Fiduciary Trust Co | 46,068 | $267.0 萬 | 0.04% | +702+1.5% | 加碼 |
| Brighton Jones LLC | 46,058 | $267.0 萬 | 0.10% | +10,386+29.1% | 加碼 |
| Pring Turner Capital Group Inc | 46,004 | $266.6 萬 | 1.94% | −1,234−2.6% | 減碼 |
| Union Heritage Capital, LLC | 45,970 | $266.4 萬 | 1.06% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 45,925 | $266.2 萬 | 0.27% | +2,434+5.6% | 加碼 |
| HTLF Bank | 45,898 | $266.0 萬 | 0.31% | −374−0.8% | 減碼 |
| Cohen Investment Advisors LLC | 45,878 | $265.9 萬 | 1.72% | +4,998+12.2% | 加碼 |
| Paloma Partners Management Co | 45,724 | $265.0 萬 | 0.38% | +20,221+79.3% | 加碼 |
| Argyle Capital Management Inc. | 45,693 | $264.8 萬 | 1.02% | −2,350−4.9% | 減碼 |
| Peoples Bank | 45,649 | $264.5 萬 | 2.07% | −2,455−5.1% | 減碼 |
| Capital Investment Counsel, Inc | 45,181 | $261.9 萬 | 0.45% | −9,275−17.0% | 減碼 |
| Avitas Wealth Management LLC | 45,177 | $261.8 萬 | 0.40% | +45,177 | 新進 |
| Kuhn & Co Investment Counsel | 45,101 | $261.4 萬 | 2.46% | 00.0% | 不變 |