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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 15,656 | $93.0 萬 | 0.38% | +2,306+17.3% | 加碼 |
| Tranquilli Financial Advisor LLC | 15,362 | $93.1 萬 | 0.62% | +446+3.0% | 加碼 |
| Principle Wealth Partners LLC | 15,680 | $93.1 萬 | 0.07% | −3,401−17.8% | 減碼 |
| Hexagon Capital Partners LLC | 15,764 | $93.6 萬 | 0.20% | −316−2.0% | 減碼 |
| Cypress Wealth Services, LLC | 15,802 | $93.9 萬 | 0.21% | +206+1.3% | 加碼 |
| Douglass Winthrop Advisors, LLC | 15,826 | $94.0 萬 | 0.02% | −824−4.9% | 減碼 |
| Sage Mountain Advisors LLC | 15,837 | $94.1 萬 | 0.09% | +4,353+37.9% | 加碼 |
| Nicolet Bankshares Inc | 15,961 | $94.8 萬 | 0.24% | −620−3.7% | 減碼 |
| Lafayette Investments, Inc. | 15,995 | $95.0 萬 | 0.22% | 00.0% | 不變 |
| Mainstay Capital Management LLC | 16,001 | $95.0 萬 | 0.17% | +1,778+12.5% | 加碼 |
| Journey Strategic Wealth LLC | 16,028 | $95.2 萬 | 0.04% | +5,899+58.2% | 加碼 |
| Graypoint LLC | 16,263 | $96.6 萬 | 0.07% | +570+3.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 16,267 | $96.6 萬 | 0.14% | −112−0.7% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 16,326 | $97.0 萬 | 0.02% | −1,286−7.3% | 減碼 |
| 1st Source Bank | 16,342 | $97.1 萬 | 0.06% | −129−0.8% | 減碼 |
| AMG National Trust Bank | 16,373 | $97.2 萬 | 0.03% | +410+2.6% | 加碼 |
| Heartland Bank & Trust Co | 16,403 | $97.4 萬 | 0.55% | +123+0.8% | 加碼 |
| Fragasso Group Inc. | 16,447 | $97.7 萬 | 0.08% | −395−2.3% | 減碼 |
| Lipe & Dalton | 16,468 | $97.8 萬 | 0.53% | +168+1.0% | 加碼 |
| Brookstone Capital Management | 16,062 | $97.8 萬 | 0.02% | −3,414−17.5% | 減碼 |
| Cornerstone Wealth Management, LLC | 16,500 | $98.0 萬 | 0.08% | −1,328−7.4% | 減碼 |
| MV Capital Management, Inc. | 16,520 | $98.1 萬 | 0.11% | +1,217+8.0% | 加碼 |
| Vivid Wealth Management, LLC | 16,539 | $98.2 萬 | 0.55% | +2,824+20.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 16,566 | $98.4 萬 | 0.07% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 16,573 | $98.4 萬 | 0.07% | +1,788+12.1% | 加碼 |
| LMCG Investments, LLC | 16,655 | $98.9 萬 | 0.06% | −162−1.0% | 減碼 |
| Studio Investment Management LLC | 16,660 | $98.9 萬 | 0.23% | +575+3.6% | 加碼 |
| Commerzbank Aktiengesellschaft | 16,686 | $99.1 萬 | 0.03% | +674+4.2% | 加碼 |
| Knuff & Co LLC | 16,692 | $99.1 萬 | 0.32% | −612−3.5% | 減碼 |
| Boltwood Capital Management | 16,700 | $99.2 萬 | 0.31% | 00.0% | 不變 |
| Marcum Wealth, LLC | 16,724 | $99.3 萬 | 0.10% | +130+0.8% | 加碼 |
| Symmetry Partners, LLC | 16,774 | $99.6 萬 | 0.05% | −2,096−11.1% | 減碼 |
| Intrinsic Value Partners, LLC | 16,773 | $99.6 萬 | 1.04% | −102−0.6% | 減碼 |
| Alps Advisors Inc | 16,780 | $99.7 萬 | 0.01% | −2,074−11.0% | 減碼 |
| Sittner & Nelson, LLC | 16,787 | $99.7 萬 | 0.49% | −64−0.4% | 減碼 |
| Palisade Asset Management, LLC | 16,813 | $99.9 萬 | 0.10% | −1,300−7.2% | 減碼 |
| Pure Financial Advisors, Inc. | 16,820 | $99.9 萬 | 0.03% | +705+4.4% | 加碼 |
| GM Advisory Group, Inc. | 16,857 | $100.1 萬 | 0.06% | −67−0.4% | 減碼 |
| Spire Wealth Management | 16,891 | $100.3 萬 | 0.04% | −4,482−21.0% | 減碼 |
| Lodestar Private Asset Management LLC | 16,903 | $100.4 萬 | 0.14% | −1,452−7.9% | 減碼 |
| StoneX Group Inc. | 16,968 | $100.8 萬 | 0.08% | −788−4.4% | 減碼 |
| Breakwater Capital Group | 16,994 | $100.9 萬 | 0.23% | +88+0.5% | 加碼 |
| Intrua Financial, LLC | 16,995 | $100.9 萬 | 0.16% | +2,953+21.0% | 加碼 |
| Garrison Point Advisors, LLC | 17,026 | $101.1 萬 | 0.67% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 17,052 | $101.3 萬 | 0.10% | −2,099−11.0% | 減碼 |
| Diligent Investors, LLC | 17,055 | $101.3 萬 | 0.25% | −284−1.6% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 17,088 | $101.5 萬 | 0.04% | +60+0.4% | 加碼 |
| Sterling Investment Management, Inc. | 17,131 | $101.7 萬 | 0.77% | −8,206−32.4% | 減碼 |
| Axiom Advisory, LLC | 17,262 | $101.9 萬 | 0.01% | +17,262 | 新進 |
| Salem Investment Counselors Inc | 17,209 | $102.2 萬 | 0.03% | −314−1.8% | 減碼 |
| Becker Capital Management Inc | 17,211 | $102.2 萬 | 0.04% | −1,464−7.8% | 減碼 |
| Personal Cfo Solutions, LLC | 17,228 | $102.3 萬 | 0.16% | −469−2.7% | 減碼 |
| Ancora Advisors, LLC | 17,249 | $102.4 萬 | 0.03% | −1,379−7.4% | 減碼 |
| Eisler Capital (US) LLC | 17,253 | $102.5 萬 | 0.19% | +5,102+42.0% | 加碼 |
| Greatmark Investment Partners, Inc. | 17,473 | $103.8 萬 | 0.15% | 00.0% | 不變 |
| Winthrop Capital Management, LLC | 17,496 | $103.9 萬 | 0.52% | +17,496 | 新進 |
| Hartford Funds Management Co LLC | 17,519 | $104.0 萬 | 0.10% | +1,780+11.3% | 加碼 |
| Wharton Business Group, LLC | 17,700 | $105.1 萬 | 0.05% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 17,699 | $105.1 萬 | 0.09% | −255−1.4% | 減碼 |
| Jarislowsky, Fraser Ltd | 17,749 | $105.4 萬 | 0.01% | −4,321−19.6% | 減碼 |
| Exencial Wealth Advisors, LLC | 17,781 | $105.6 萬 | 0.04% | +13+0.1% | 加碼 |
| BBR Partners, LLC | 17,786 | $105.6 萬 | 0.09% | −3,189−15.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 17,845 | $106.0 萬 | 0.58% | −474−2.6% | 減碼 |
| Modera Wealth Management, LLC | 17,847 | $106.0 萬 | 0.02% | −6,390−26.4% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 17,999 | $106.2 萬 | 0.02% | +17,744+6,958.4% | 加碼 |
| Davidson Trust Co | 17,933 | $106.5 萬 | 0.73% | −4,952−21.6% | 減碼 |
| Quilter Plc | 17,963 | $106.7 萬 | 0.02% | −450−2.4% | 減碼 |
| Keystone Financial Services | 17,966 | $106.7 萬 | 0.44% | +847+4.9% | 加碼 |
| Ruffer LLP | 18,000 | $106.9 萬 | 0.05% | −4,000−18.2% | 減碼 |
| Barbara Oil Co. | 18,000 | $106.9 萬 | 0.47% | 00.0% | 不變 |
| William B. Walkup & Associates, Inc. | 18,009 | $107.0 萬 | 0.70% | +18,009 | 新進 |
| Caldwell Trust Co | 18,023 | $107.0 萬 | 0.12% | 00.0% | 不變 |
| Twin Tree Management, LP | 18,052 | $107.2 萬 | 0.03% | +18,052 | 新進 |
| Analyst IMS Investment Management Services Ltd. | 18,228 | $108.2 萬 | 0.04% | −100−0.5% | 減碼 |
| Mather Group, LLC. | 18,743 | $108.6 萬 | 0.01% | +2,027+12.1% | 加碼 |
| WP Advisors, LLC | 18,302 | $108.7 萬 | 0.35% | +307+1.7% | 加碼 |
| Delap Wealth Advisory, LLC | 18,350 | $109.0 萬 | 0.50% | −4,868−21.0% | 減碼 |
| Wallace Advisory Group, LLC | 18,354 | $109.0 萬 | 0.78% | −2,231−10.8% | 減碼 |
| AdvisorNet Financial, Inc | 18,355 | $109.0 萬 | 0.10% | +1,775+10.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 18,362 | $109.0 萬 | 0.12% | +1,330+7.8% | 加碼 |
| Busey Wealth Management | 18,427 | $109.4 萬 | 0.04% | −724−3.8% | 減碼 |
| LexAurum Advisors, LLC | 18,437 | $109.5 萬 | 0.27% | −1,410−7.1% | 減碼 |
| Sawyer & Company, Inc | 18,440 | $109.5 萬 | 0.44% | −3,335−15.3% | 減碼 |
| Adviser Investments LLC | 18,475 | $109.7 萬 | 0.01% | +46+0.2% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,518 | $110.0 萬 | 0.64% | 00.0% | 不變 |
| Financial Counselors Inc | 18,637 | $110.7 萬 | 0.02% | +3,441+22.6% | 加碼 |
| Ironwood Investment Counsel, LLC | 18,643 | $110.7 萬 | 0.20% | +2,932+18.7% | 加碼 |
| Arete Wealth Advisors, LLC | 18,698 | $110.9 萬 | 0.09% | +105+0.6% | 加碼 |
| Sentry LLC | 18,690 | $111.0 萬 | 0.20% | −94−0.5% | 減碼 |
| Essex Savings Bank | 18,694 | $111.0 萬 | 0.30% | −141−0.7% | 減碼 |
| La Banque Postale Asset Management SA | 18,725 | $111.2 萬 | 0.05% | −29,909−61.5% | 減碼 |
| Stoneridge Investment Partners LLC | 18,774 | $111.5 萬 | 0.42% | −29,160−60.8% | 減碼 |
| USA Financial Portformulas Corp | 18,815 | $111.7 萬 | 0.18% | +18,815 | 新進 |
| VCI Wealth Management LLC | 18,889 | $112.2 萬 | 0.55% | +4,038+27.2% | 加碼 |
| Johnson Investment Counsel Inc | 18,896 | $112.2 萬 | 0.01% | +245+1.3% | 加碼 |
| Kanawha Capital Management LLC | 18,946 | $112.5 萬 | 0.09% | −980−4.9% | 減碼 |
| IMC-Chicago, LLC | 19,064 | $113.2 萬 | 0.04% | +19,064 | 新進 |
| Annandale Capital, LLC | 19,142 | $113.7 萬 | 0.24% | +234+1.2% | 加碼 |
| Telos Capital Management, Inc. | 19,166 | $113.8 萬 | 0.13% | −225−1.2% | 減碼 |
| Northern Oak Wealth Management Inc | 19,266 | $114.4 萬 | 0.14% | −1,040−5.1% | 減碼 |