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 2 季 13F 持有人
Wells Fargo & Company 在 2024/6/30 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
- 2,263
- 較 2024 年第 1 季 +91 家
- 持有股數
- 25.7 億
- 較 2024 年第 1 季 −9,530 萬 (−3.6%)
- 總市值
- $1,528 億
- 較 2024 年第 1 季 −$17.2 億 (−1.1%)
- 新進機構
- 198
- 另有 792 家加碼
- 清倉機構
- 107
- 另有 914 家減碼
另有 32 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Family Legacy, Inc. | 12,800 | $76.0 萬 | 0.27% | 00.0% | 不變 |
| Chicago Trust Co NA | 12,804 | $76.0 萬 | 0.15% | +756+6.3% | 加碼 |
| Pinebridge Investments, L.P. | 12,805 | $76.0 萬 | 0.01% | −1,591−11.1% | 減碼 |
| Ingalls & Snyder LLC | 12,830 | $76.2 萬 | 0.03% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 12,833 | $76.2 萬 | 0.42% | +19+0.1% | 加碼 |
| Heritage Family Offices, LLP | 12,833 | $76.2 萬 | 0.42% | +12,833 | 新進 |
| 9258 Wealth Management, LLC | 12,837 | $76.2 萬 | 0.12% | +30.0% | 加碼 |
| Edge Capital Group, LLC | 12,851 | $76.3 萬 | 0.04% | −2,828−18.0% | 減碼 |
| C2C Wealth Management, LLC | 12,861 | $76.4 萬 | 0.75% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 12,892 | $76.6 萬 | 0.02% | −522−3.9% | 減碼 |
| MeadowBrook Investment Advisors LLC | 12,893 | $76.6 萬 | 0.73% | −252−1.9% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 12,972 | $77.0 萬 | 0.59% | 00.0% | 不變 |
| Wealth Alliance | 13,028 | $77.4 萬 | 0.10% | −1,273−8.9% | 減碼 |
| Quotient Wealth Partners, LLC | 13,099 | $77.8 萬 | 0.03% | +650+5.2% | 加碼 |
| Weatherly Asset Management L. P. | 13,170 | $78.2 萬 | 0.07% | 00.0% | 不變 |
| Simplex Trading, LLC | 13,222 | $78.5 萬 | 0.03% | +13,222 | 新進 |
| Gladius Capital Management LP | 13,228 | $78.6 萬 | 0.78% | +10,621+407.4% | 加碼 |
| Investors Research Corp | 13,301 | $79.0 萬 | 0.18% | −5,712−30.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 13,317 | $79.1 萬 | 0.01% | −4,252−24.2% | 減碼 |
| Bragg Financial Advisors, Inc | 13,334 | $79.2 萬 | 0.04% | +433+3.4% | 加碼 |
| Cullen Investment Group, Ltd. | 13,379 | $79.5 萬 | 0.13% | −1,148−7.9% | 減碼 |
| Highline Wealth Partners LLC | 13,450 | $79.9 萬 | 0.30% | +304+2.3% | 加碼 |
| BKD Wealth Advisors, LLC | 13,508 | $80.2 萬 | 0.02% | −13,714−50.4% | 減碼 |
| Plancorp, LLC | 13,514 | $80.3 萬 | 0.03% | +240+1.8% | 加碼 |
| Boston Trust Walden Corp | 13,515 | $80.3 萬 | 0.01% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 13,523 | $80.3 萬 | 0.03% | +1,745+14.8% | 加碼 |
| Cardiff Park Advisors, LLC | 13,529 | $80.3 萬 | 0.08% | +17+0.1% | 加碼 |
| Richwood Investment Advisors, LLC | 13,567 | $80.6 萬 | 0.71% | −50−0.4% | 減碼 |
| Fukoku Mutual Life Insurance Co | 13,590 | $80.7 萬 | 0.06% | −648−4.6% | 減碼 |
| Neumann Capital Management, LLC | 13,622 | $80.9 萬 | 0.28% | 00.0% | 不變 |
| Benjamin Edwards Inc | 13,677 | $81.2 萬 | 0.16% | +572+4.4% | 加碼 |
| Vertex Planning Partners, LLC | 13,714 | $81.4 萬 | 0.21% | +105+0.8% | 加碼 |
| Shakespeare Wealth Management, Inc. | 13,723 | $81.5 萬 | 0.24% | +14+0.1% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 13,770 | $81.8 萬 | 0.05% | −439−3.1% | 減碼 |
| Carson Advisory Inc. | 13,777 | $81.8 萬 | 0.57% | +1,163+9.2% | 加碼 |
| Park National Corp | 13,782 | $81.9 萬 | 0.03% | +11+0.1% | 加碼 |
| Cladis Investment Advisory, LLC | 13,824 | $82.1 萬 | 0.60% | +10.0% | 加碼 |
| Patton Albertson Miller Group, LLC | 13,858 | $82.3 萬 | 0.12% | +8,494+158.4% | 加碼 |
| Hills Bank & Trust Co | 13,865 | $82.3 萬 | 0.07% | +1,114+8.7% | 加碼 |
| Spears Abacus Advisors LLC | 13,880 | $82.4 萬 | 0.02% | 00.0% | 不變 |
| Pointe Capital Management LLC | 13,896 | $82.5 萬 | 0.51% | +50+0.4% | 加碼 |
| PFG Investments, LLC | 13,898 | $82.5 萬 | 0.06% | +1,214+9.6% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 13,906 | $82.6 萬 | 0.23% | −164−1.2% | 減碼 |
| Claro Advisors LLC | 13,936 | $82.8 萬 | 0.13% | +1,968+16.4% | 加碼 |
| Avion Wealth | 14,020 | $83.2 萬 | 0.23% | −1,452−9.4% | 減碼 |
| Brooks, Moore & Associates, Inc. | 14,100 | $83.7 萬 | 0.54% | 00.0% | 不變 |
| Pacific Global Investment Management CO | 14,140 | $84.0 萬 | 0.16% | −81−0.6% | 減碼 |
| Waldron Private Wealth LLC | 14,228 | $84.5 萬 | 0.04% | −1,079−7.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 14,255 | $84.7 萬 | 0.07% | +6,199+76.9% | 加碼 |
| Strategic Investment Advisors | 14,279 | $84.8 萬 | 0.10% | −103−0.7% | 減碼 |
| Aaron Wealth Advisors | 14,300 | $84.9 萬 | 0.12% | +1,913+15.4% | 加碼 |
| First National Bank Sioux Falls | 14,307 | $85.0 萬 | 0.44% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 14,309 | $85.0 萬 | 0.03% | 00.0% | 不變 |
| First PREMIER Bank | 14,323 | $85.0 萬 | 0.23% | 00.0% | 不變 |
| Wealthspan Partners, LLC | 14,355 | $85.3 萬 | 0.47% | +826+6.1% | 加碼 |
| LifeSteps Financial, Inc. | 14,405 | $85.6 萬 | 0.71% | +30.0% | 加碼 |
| Legacy Financial Group LLC | 14,426 | $85.7 萬 | 0.17% | −418−2.8% | 減碼 |
| Lebenthal Global Advisors, LLC | 14,448 | $85.8 萬 | 0.19% | −579−3.9% | 減碼 |
| Sather Financial Group Inc | 14,451 | $85.8 萬 | 0.06% | −1,658−10.3% | 減碼 |
| Gryphon Financial Partners LLC | 14,461 | $85.9 萬 | 0.13% | −3,289−18.5% | 減碼 |
| Financial Partners Group, LLC | 14,509 | $86.2 萬 | 0.33% | −3,423−19.1% | 減碼 |
| JFS Wealth Advisors, LLC | 14,562 | $86.5 萬 | 0.07% | −1,756−10.8% | 減碼 |
| Hilltop National Bank | 14,564 | $86.5 萬 | 0.28% | −888−5.7% | 減碼 |
| Northwest Wealth Management, LLC | 14,571 | $86.5 萬 | 0.22% | −140−1.0% | 減碼 |
| Knollwood Investment Advisory, LLC | 14,587 | $86.6 萬 | 0.10% | +14,587 | 新進 |
| Gradient Investments LLC | 14,624 | $86.8 萬 | 0.02% | +647+4.6% | 加碼 |
| RMB Capital Management, LLC | 14,656 | $87.0 萬 | 0.02% | −1,766−10.8% | 減碼 |
| Segment Wealth Management, LLC | 14,667 | $87.1 萬 | 0.06% | −74−0.5% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 14,687 | $87.2 萬 | 0.20% | −931−6.0% | 減碼 |
| Stock Yards Bank & Trust Co | 14,687 | $87.2 萬 | 0.03% | −48−0.3% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,776 | $87.8 萬 | 0.15% | −902−5.8% | 減碼 |
| MTM Investment Management, LLC | 14,818 | $88.0 萬 | 0.36% | +60.0% | 加碼 |
| Perennial Advisors, LLC | 14,948 | $88.8 萬 | 0.20% | −1,433−8.7% | 減碼 |
| North Star Investment Management Corp. | 14,950 | $88.8 萬 | 0.07% | −900−5.7% | 減碼 |
| Jupiter Wealth Management LLC | 15,000 | $89.0 萬 | 0.47% | 00.0% | 不變 |
| NFP Retirement, Inc. | 14,999 | $89.1 萬 | 0.07% | −1,029−6.4% | 減碼 |
| Glaxis Capital Management, LLC | 15,000 | $89.1 萬 | 1.55% | +15,000 | 新進 |
| Angeles Wealth Management, LLC | 15,009 | $89.1 萬 | 0.08% | +8,166+119.3% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 15,018 | $89.2 萬 | 0.54% | +50+0.3% | 加碼 |
| Avantax Planning Partners, Inc. | 15,023 | $89.2 萬 | 0.03% | −2,475−14.1% | 減碼 |
| Anchor Investment Management, LLC | 15,067 | $89.5 萬 | 0.09% | +131+0.9% | 加碼 |
| Pacific Center for Financial Services | 15,101 | $89.7 萬 | 0.25% | +60.0% | 加碼 |
| Continuum Advisory, LLC | 15,103 | $89.7 萬 | 0.13% | +125+0.8% | 加碼 |
| Hutner Capital Management Inc | 15,116 | $89.8 萬 | 0.49% | −11−0.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,132 | $89.9 萬 | 0.07% | −700−4.4% | 減碼 |
| IVC Wealth Advisors LLC | 15,139 | $89.9 萬 | 0.50% | −51−0.3% | 減碼 |
| Legacy Financial Advisors, Inc. | 15,227 | $90.4 萬 | 0.16% | +1,049+7.4% | 加碼 |
| Baker Tilly Wealth Management, LLC | 15,268 | $90.7 萬 | 0.37% | −32,230−67.9% | 減碼 |
| Eclectic Associates Inc | 15,274 | $90.7 萬 | 0.40% | +1,558+11.4% | 加碼 |
| Everhart Financial Group, Inc. | 15,275 | $90.7 萬 | 0.24% | +5,055+49.5% | 加碼 |
| Cascade Investment Advisors, Inc. | 15,300 | $90.9 萬 | 0.61% | −700−4.4% | 減碼 |
| Gilbert & Cook, Inc. | 15,337 | $91.1 萬 | 0.13% | 00.0% | 不變 |
| Abbrea Capital, LLC | 15,403 | $91.5 萬 | 0.12% | −225−1.4% | 減碼 |
| Zacks Investment Management | 15,434 | $91.7 萬 | 0.01% | +2,557+19.9% | 加碼 |
| Boit C F David | 15,519 | $92.2 萬 | 0.48% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 15,479 | $92.4 萬 | 0.74% | +300+2.0% | 加碼 |
| Washington Trust Bank | 15,607 | $92.7 萬 | 0.09% | −1,175−7.0% | 減碼 |
| Financial Network Wealth Advisors LLC | 15,628 | $92.7 萬 | 0.69% | +175+1.1% | 加碼 |
| Ameritas Advisory Services, LLC | 15,640 | $92.9 萬 | 0.04% | +862+5.8% | 加碼 |
| Lantz Financial LLC | 15,642 | $92.9 萬 | 0.29% | −599−3.7% | 減碼 |