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 |
|---|---|---|---|---|---|
| 3Chopt Investment Partners, LLC | 44,926 | $260.4 萬 | 1.07% | +3,717+9.0% | 加碼 |
| Slagle Financial, LLC | 44,862 | $260.0 萬 | 1.41% | −93,732−67.6% | 減碼 |
| Mount Lucas Management LP | 44,729 | $259.2 萬 | 0.87% | −3,783−7.8% | 減碼 |
| Joel Isaacson & Co., LLC | 44,667 | $258.9 萬 | 0.14% | +12,485+38.8% | 加碼 |
| Alaska Permanent Fund Corp | 44,645 | $258.8 萬 | 0.04% | −10,088−18.4% | 減碼 |
| MONECO Advisors, LLC | 44,568 | $258.3 萬 | 0.41% | +37,727+551.5% | 加碼 |
| White Pine Capital LLC | 43,544 | $258.3 萬 | 0.98% | −883−2.0% | 減碼 |
| IFP Advisors, Inc | 44,534 | $258.1 萬 | 0.11% | −511−1.1% | 減碼 |
| Snowden Capital Advisors LLC | 44,477 | $257.8 萬 | 0.08% | −1,099−2.4% | 減碼 |
| First National Advisers, LLC | 49,459 | $257.3 萬 | 0.58% | +10,627+27.4% | 加碼 |
| Easterly Investment Partners LLC | 44,309 | $256.8 萬 | 0.20% | −1,915−4.1% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $256.8 萬 | 0.02% | 00.0% | 不變 |
| Vise Technologies, Inc. | 44,221 | $256.3 萬 | 0.50% | −10,110−18.6% | 減碼 |
| Convergence Investment Partners, LLC | 44,024 | $255.2 萬 | 0.98% | +2,396+5.8% | 加碼 |
| Insigneo Advisory Services, LLC | 43,813 | $253.9 萬 | 0.30% | +2,249+5.4% | 加碼 |
| Bank of Stockton | 43,651 | $253.0 萬 | 0.78% | −90−0.2% | 減碼 |
| Umb Bank N A | 43,325 | $251.1 萬 | 0.04% | −285,794−86.8% | 減碼 |
| Brown Brothers Harriman & Co | 42,837 | $248.3 萬 | 0.02% | −8,218−16.1% | 減碼 |
| WCG Wealth Advisors LLC | 42,743 | $247.7 萬 | 0.21% | −12,327−22.4% | 減碼 |
| Premier Path Wealth Partners, LLC | 42,668 | $247.3 萬 | 0.47% | +705+1.7% | 加碼 |
| Xcel Wealth Management, LLC | 42,579 | $246.8 萬 | 0.77% | −1,231−2.8% | 減碼 |
| Franklin Street Advisors Inc | 42,558 | $246.7 萬 | 0.18% | +175+0.4% | 加碼 |
| Gs Investments, Inc. | 42,400 | $245.8 萬 | 1.19% | 00.0% | 不變 |
| Alpha DNA Investment Management LLC | 42,247 | $244.9 萬 | 1.34% | −49,453−53.9% | 減碼 |
| Meridian Wealth Partners, LLC | 42,175 | $244.4 萬 | 0.44% | +240+0.6% | 加碼 |
| Centaurus Financial, Inc. | 42,131 | $244.2 萬 | 0.17% | −2,168−4.9% | 減碼 |
| Pitcairn Co | 41,891 | $242.8 萬 | 0.16% | −4,767−10.2% | 減碼 |
| Advisors Asset Management, Inc. | 41,715 | $241.8 萬 | 0.05% | +3,418+8.9% | 加碼 |
| Geneos Wealth Management Inc. | 41,699 | $241.7 萬 | 0.11% | +1,345+3.3% | 加碼 |
| Naviter Wealth, LLC | 41,594 | $241.1 萬 | 0.39% | −1,800−4.1% | 減碼 |
| Choate Investment Advisors | 41,586 | $241.0 萬 | 0.06% | −3,550−7.9% | 減碼 |
| Round Hill Asset Management | 41,547 | $240.8 萬 | 1.46% | −230−0.6% | 減碼 |
| YHB Investment Advisors, Inc. | 41,314 | $239.5 萬 | 0.21% | −5,718−12.2% | 減碼 |
| Smith, Salley & Associates | 41,231 | $239.0 萬 | 0.19% | −19,239−31.8% | 減碼 |
| Wynn Capital, LLC | 41,224 | $238.9 萬 | 1.85% | −765−1.8% | 減碼 |
| United Asset Strategies, Inc. | 41,180 | $238.7 萬 | 0.24% | −992−2.4% | 減碼 |
| Thompson Investment Management, Inc. | 41,114 | $238.3 萬 | 0.36% | −73,262−64.1% | 減碼 |
| River & Mercantile Asset Management LLP | 41,061 | $237.9 萬 | 0.60% | −37,272−47.6% | 減碼 |
| Shayne & Co., LLC | 40,977 | $237.5 萬 | 0.65% | 00.0% | 不變 |
| HM Payson & Co | 40,804 | $236.5 萬 | 0.04% | −478−1.2% | 減碼 |
| KCM Investment Advisors LLC | 40,608 | $235.4 萬 | 0.09% | −4,474−9.9% | 減碼 |
| Tower Bridge Advisors | 40,471 | $234.6 萬 | 0.24% | −90,667−69.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 40,409 | $234.2 萬 | 0.18% | −3,491−8.0% | 減碼 |
| Banque Cantonale Vaudoise | 40,406 | $234.2 萬 | 0.09% | +2,955+7.9% | 加碼 |
| Burney Co | 40,394 | $234.1 萬 | 0.09% | −4,284−9.6% | 減碼 |
| Wesbanco Bank Inc | 40,298 | $233.6 萬 | 0.09% | +8,293+25.9% | 加碼 |
| Hedges Asset Management LLC | 40,100 | $232.4 萬 | 1.63% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 40,094 | $232.4 萬 | 0.13% | +1,643+4.3% | 加碼 |
| NBT Bank N A | 40,069 | $232.2 萬 | 0.17% | −3,234−7.5% | 減碼 |
| Buckingham Strategic Partners | 39,907 | $231.3 萬 | 0.07% | +22,835+133.8% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 39,900 | $231.3 萬 | 0.66% | −504−1.2% | 減碼 |
| Pallas Capital Advisors LLC | 39,778 | $230.6 萬 | 0.10% | +276+0.7% | 加碼 |
| Cornercap Investment Counsel Inc | 39,432 | $228.5 萬 | 0.35% | +39,432 | 新進 |
| Engineers Gate Manager LP | 39,313 | $227.9 萬 | 0.06% | −31,512−44.5% | 減碼 |
| HF Advisory Group, LLC | 39,203 | $227.2 萬 | 1.27% | +5,110+15.0% | 加碼 |
| St. Louis Financial Planners Asset Management, LLC | 39,567 | $226.1 萬 | 2.03% | −6,113−13.4% | 減碼 |
| Stonegate Investment Group, LLC | 38,925 | $225.6 萬 | 0.07% | +1,911+5.2% | 加碼 |
| Heartland Advisors Inc | 38,864 | $225.3 萬 | 0.12% | +239+0.6% | 加碼 |
| Cunning Capital Partners, LP | 38,675 | $224.2 萬 | 1.24% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 38,554 | $223.5 萬 | 0.46% | −2,530−6.2% | 減碼 |
| Cigna Investments Inc | 38,211 | $221.5 萬 | 0.42% | −870−2.2% | 減碼 |
| Pictet Bank & Trust Ltd | 38,015 | $220.3 萬 | 2.32% | −5,149−11.9% | 減碼 |
| Venture Visionary Partners LLC | 37,998 | $220.2 萬 | 0.10% | +2,307+6.5% | 加碼 |
| Stableford Capital II LLC | 37,951 | $220.0 萬 | 0.88% | −10,075−21.0% | 減碼 |
| Crestwood Advisors Group LLC | 37,899 | $219.7 萬 | 0.05% | +143+0.4% | 加碼 |
| Evercore Wealth Management, LLC | 37,848 | $219.4 萬 | 0.03% | −128−0.3% | 減碼 |
| Aspen Grove Capital, LLC | 37,627 | $218.1 萬 | 0.62% | −19,240−33.8% | 減碼 |
| Triangle Securities Wealth Management | 37,517 | $217.4 萬 | 0.62% | −35−0.1% | 減碼 |
| Yarbrough Capital, LLC | 37,485 | $217.3 萬 | 0.09% | 00.0% | 不變 |
| Shell Asset Management Co | 36,470 | $216.6 萬 | 0.10% | +10,374+39.8% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,177 | $215.5 萬 | 0.36% | +93+0.3% | 加碼 |
| First Citizens Bank & Trust Co | 37,113 | $215.1 萬 | 0.04% | +12,809+52.7% | 加碼 |
| Vident Advisory, LLC | 36,947 | $214.2 萬 | 0.04% | +5,071+15.9% | 加碼 |
| Marks Group Wealth Management, Inc | 36,893 | $213.8 萬 | 0.22% | −3,859−9.5% | 減碼 |
| Atom Investors LP | 36,831 | $213.5 萬 | 0.27% | +15,906+76.0% | 加碼 |
| Quadrant Capital Group LLC | 36,738 | $212.9 萬 | 0.17% | −4,530−11.0% | 減碼 |
| Vista Wealth Management Group, LLC | 36,616 | $212.2 萬 | 0.16% | +13,763+60.2% | 加碼 |
| Azimuth Capital Investment Management LLC | 36,558 | $211.9 萬 | 0.09% | −200−0.5% | 減碼 |
| Keystone Wealth Services, LLC | 36,076 | $209.1 萬 | 0.68% | −109−0.3% | 減碼 |
| Hyman Charles D | 35,801 | $207.5 萬 | 0.11% | −2,099−5.5% | 減碼 |
| Ballentine Partners, LLC | 35,785 | $207.4 萬 | 0.04% | +1,835+5.4% | 加碼 |
| Portfolio Design Labs, LLC | 35,776 | $207.4 萬 | 0.70% | +35,776 | 新進 |
| Oarsman Capital, Inc. | 35,771 | $207.3 萬 | 0.50% | −3,518−9.0% | 減碼 |
| Ascent Group, LLC | 35,587 | $206.3 萬 | 0.18% | +26,591+295.6% | 加碼 |
| Marotta Asset Management | 35,181 | $203.9 萬 | 0.42% | 00.0% | 不變 |
| Moody National Bank Trust Division | 35,175 | $203.9 萬 | 0.16% | +356+1.0% | 加碼 |
| Alpha Cubed Investments, LLC | 35,034 | $203.1 萬 | 0.11% | +292+0.8% | 加碼 |
| Peak Asset Management, LLC | 34,879 | $202.2 萬 | 0.40% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 34,680 | $201.0 萬 | 0.08% | −5,122−12.9% | 減碼 |
| American Money Management, LLC | 34,626 | $200.7 萬 | 0.42% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 34,578 | $200.4 萬 | 0.11% | −3,764−9.8% | 減碼 |
| Grey Street Capital, LLC | 34,513 | $200.0 萬 | 0.27% | +25,551+285.1% | 加碼 |
| Pearl River Capital, LLC | 34,367 | $199.2 萬 | 0.31% | +19,532+131.7% | 加碼 |
| Voya Financial Advisors, Inc. | 34,515 | $198.8 萬 | 0.23% | +4,267+14.1% | 加碼 |
| Ethic Inc. | 34,093 | $197.6 萬 | 0.05% | +1,486+4.6% | 加碼 |
| Miller Investment Management, LP | 34,082 | $197.5 萬 | 0.25% | 00.0% | 不變 |
| Iams Wealth Management, LLC | 36,098 | $197.5 萬 | 1.21% | −2,733−7.0% | 減碼 |
| Country Club Bank | 33,822 | $196.0 萬 | 0.14% | −204−0.6% | 減碼 |
| Auxier Asset Management | 33,752 | $195.6 萬 | 0.30% | −950−2.7% | 減碼 |
| Duff & Phelps Investment Management Co | 33,566 | $194.5 萬 | 0.02% | +1,470+4.6% | 加碼 |