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 |
|---|---|---|---|---|---|
| Ransom Advisory, Ltd | 19,286 | $114.5 萬 | 0.57% | −300−1.5% | 減碼 |
| Syon Capital LLC | 19,321 | $114.7 萬 | 0.11% | +551+2.9% | 加碼 |
| IHT Wealth Management, LLC | 19,328 | $114.8 萬 | 0.04% | −1,518−7.3% | 減碼 |
| RNC Capital Management LLC | 19,349 | $114.9 萬 | 0.06% | +1,085+5.9% | 加碼 |
| American State Bank (Iowa) | 19,459 | $115.6 萬 | 0.74% | +255+1.3% | 加碼 |
| First National Trust Co | 19,493 | $115.8 萬 | 0.05% | +863+4.6% | 加碼 |
| Cito Capital Group, LLC | 19,503 | $115.8 萬 | 0.45% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 19,513 | $115.9 萬 | 0.11% | +14,767+311.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,530 | $116.0 萬 | 0.03% | +9,570+96.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 19,555 | $116.1 萬 | 0.57% | −492−2.5% | 減碼 |
| GeoWealth Management, LLC | 19,558 | $116.2 萬 | 0.05% | +1,129+6.1% | 加碼 |
| Csenge Advisory Group | 19,580 | $116.3 萬 | 0.07% | −148−0.8% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 19,663 | $116.8 萬 | 0.09% | −4,280−17.9% | 減碼 |
| AlTi Global, Inc. | 19,675 | $116.8 萬 | 0.03% | +799+4.2% | 加碼 |
| L2 Asset Management, LLC | 19,706 | $117.0 萬 | 0.35% | +722+3.8% | 加碼 |
| London & Capital Asset Management Ltd | 19,717 | $117.1 萬 | 0.10% | −839−4.1% | 減碼 |
| Castle Rock Wealth Management, LLC | 19,353 | $117.3 萬 | 0.29% | 00.0% | 不變 |
| CX Institutional | 19,803 | $117.6 萬 | 0.06% | −50.0% | 減碼 |
| First Bank & Trust | 19,814 | $117.7 萬 | 0.24% | −918−4.4% | 減碼 |
| Skopos Labs, Inc. | 20,442 | $117.8 萬 | 0.51% | 00.0% | 不變 |
| Papp L Roy & Associates | 19,839 | $117.8 萬 | 0.14% | −794−3.8% | 減碼 |
| One Capital Management, LLC | 19,861 | $118.0 萬 | 0.04% | −2,517−11.2% | 減碼 |
| Dakota Wealth Management | 19,902 | $118.2 萬 | 0.03% | +3,173+19.0% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 19,913 | $118.3 萬 | 0.27% | −308−1.5% | 減碼 |
| Sompo Asset Management Co., Ltd. | 19,950 | $118.5 萬 | 0.20% | −1,050−5.0% | 減碼 |
| Chicago Capital, LLC | 19,969 | $118.6 萬 | 0.04% | +9,000+82.0% | 加碼 |
| SageView Advisory Group, LLC | 19,983 | $118.7 萬 | 0.06% | +19,983 | 新進 |
| Eos Management, L.P. | 20,000 | $118.8 萬 | 0.46% | −7,500−27.3% | 減碼 |
| Harbor Advisors LLC | 20,000 | $118.8 萬 | 0.22% | 00.0% | 不變 |
| Equitable Trust Co | 20,035 | $119.0 萬 | 0.08% | +2,160+12.1% | 加碼 |
| Private Wealth Group, LLC | 20,112 | $119.4 萬 | 0.63% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 20,130 | $119.6 萬 | 0.90% | −862−4.1% | 減碼 |
| Murphy Pohlad Asset Management LLC | 20,183 | $119.9 萬 | 0.52% | −2,487−11.0% | 減碼 |
| Sage Rhino Capital LLC | 20,202 | $120.0 萬 | 0.29% | +263+1.3% | 加碼 |
| LS Investment Advisors, LLC | 20,213 | $120.0 萬 | 0.19% | 00.0% | 不變 |
| XML Financial, LLC | 20,274 | $120.4 萬 | 0.12% | +85+0.4% | 加碼 |
| Foundations Investment Advisors, LLC | 20,304 | $120.6 萬 | 0.03% | −8,742−30.1% | 減碼 |
| Miracle Mile Advisors, LLC | 20,361 | $120.9 萬 | 0.03% | −93−0.5% | 減碼 |
| Mutual Advisors, LLC | 20,304 | $121.0 萬 | 0.04% | −127−0.6% | 減碼 |
| Excalibur Management Corp | 20,415 | $121.2 萬 | 0.49% | −156−0.8% | 減碼 |
| Clarius Group, LLC | 20,463 | $121.5 萬 | 0.09% | −1,296−6.0% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 20,479 | $121.6 萬 | 0.11% | −1,917−8.6% | 減碼 |
| Courier Capital LLC | 20,486 | $121.7 萬 | 0.10% | −55−0.3% | 減碼 |
| Kennedy Investment Group | 20,504 | $121.8 萬 | 0.62% | −401−1.9% | 減碼 |
| DMG Group, LLC | 20,592 | $122.3 萬 | 1.05% | +1,319+6.8% | 加碼 |
| Lindbrook Capital, LLC | 20,674 | $122.8 萬 | 0.12% | +476+2.4% | 加碼 |
| Frank, Rimerman Advisors LLC | 20,684 | $122.8 萬 | 0.09% | +20,644+51,610.0% | 加碼 |
| JT Stratford LLC | 20,697 | $122.9 萬 | 0.23% | +1,055+5.4% | 加碼 |
| GFG Capital, LLC | 20,767 | $123.3 萬 | 0.34% | −2,789−11.8% | 減碼 |
| Sendero Wealth Management, LLC | 20,819 | $123.6 萬 | 0.21% | −9,286−30.8% | 減碼 |
| BLB&B Advisors, LLC | 20,891 | $124.1 萬 | 0.07% | +2,298+12.4% | 加碼 |
| HBK Sorce Advisory LLC | 20,906 | $124.2 萬 | 0.04% | +423+2.1% | 加碼 |
| Lazari Capital Management, Inc. | 20,959 | $124.5 萬 | 0.56% | +21+0.1% | 加碼 |
| Prudent Man Advisors, LLC | 20,973 | $124.6 萬 | 0.44% | +718+3.5% | 加碼 |
| Terry L. Blaker | 21,000 | $124.7 萬 | 0.05% | +21,000 | 新進 |
| Essex Financial Services, Inc. | 23,660 | $124.8 萬 | 0.09% | +3,270+16.0% | 加碼 |
| Leavell Investment Management, Inc. | 21,061 | $125.1 萬 | 0.07% | −3,018−12.5% | 減碼 |
| Carnegie Capital Asset Management, LLC | 21,099 | $125.3 萬 | 0.04% | −131−0.6% | 減碼 |
| Welch Group, LLC | 21,166 | $125.7 萬 | 0.06% | +6,500+44.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 21,198 | $125.8 萬 | 0.08% | +2,876+15.7% | 加碼 |
| Unique Wealth Strategies, LLC | 21,712 | $125.8 萬 | 0.59% | 00.0% | 不變 |
| Seneca Financial Advisors LLC | 21,273 | $126.3 萬 | 0.65% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 24,242 | $126.3 萬 | 0.16% | +24,242 | 新進 |
| Fidelis Capital Partners, LLC | 24,174 | $126.4 萬 | 0.18% | +5,784+31.5% | 加碼 |
| Citadel Investment Advisory, Inc. | 21,391 | $127.0 萬 | 0.72% | −1,045−4.7% | 減碼 |
| FSB Premier Wealth Management, Inc. | 21,401 | $127.1 萬 | 0.57% | +5,682+36.1% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 21,105 | $127.9 萬 | 0.15% | +30.0% | 加碼 |
| Cetera Trust Company, N.A | 21,548 | $128.0 萬 | 0.80% | −530−2.4% | 減碼 |
| Wealthspire Advisors, LLC | 21,682 | $128.8 萬 | 0.02% | +53+0.2% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 21,718 | $129.0 萬 | 0.18% | +10,931+101.3% | 加碼 |
| Fisher Asset Management, LLC | 21,817 | $129.6 萬 | 0.00% | −819−3.6% | 減碼 |
| Foresight Global Investors, Inc. | 21,820 | $129.6 萬 | 0.62% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 21,947 | $130.3 萬 | 0.07% | +1,944+9.7% | 加碼 |
| Louisbourg Investments Inc. | 29,244 | $130.4 萬 | 0.37% | 00.0% | 不變 |
| Diversified Trust Co | 22,041 | $130.9 萬 | 0.04% | −3,281−13.0% | 減碼 |
| Cove Street Capital, LLC | 22,150 | $131.5 萬 | 0.94% | −5,050−18.6% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 22,258 | $132.2 萬 | 0.11% | +262+1.2% | 加碼 |
| Martin & Co Inc | 22,269 | $132.3 萬 | 0.33% | −35−0.2% | 減碼 |
| One Wealth Advisors, LLC | 24,884 | $132.3 萬 | 0.28% | +6,298+33.9% | 加碼 |
| Sweeney & Michel, LLC | 22,217 | $133.0 萬 | 0.57% | +51+0.2% | 加碼 |
| Rossmore Private Capital | 22,624 | $134.4 萬 | 0.18% | −351−1.5% | 減碼 |
| Coastal Investment Advisors, Inc. | 22,646 | $134.5 萬 | 0.26% | −1,869−7.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 22,718 | $134.9 萬 | 0.04% | −719−3.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 22,729 | $135.0 萬 | 0.02% | −604−2.6% | 減碼 |
| Summit Financial, LLC | 22,764 | $135.2 萬 | 0.06% | +13,970+158.9% | 加碼 |
| Burke & Herbert Bank & Trust Co | 22,765 | $135.2 萬 | 0.33% | +17,068+299.6% | 加碼 |
| Drive Wealth Management, LLC | 22,768 | $135.2 萬 | 0.36% | −18−0.1% | 減碼 |
| Buffington Mohr McNeal | 22,783 | $135.3 萬 | 0.24% | 00.0% | 不變 |
| Washington Trust Co | 22,789 | $135.3 萬 | 0.05% | −354−1.5% | 減碼 |
| Sunbelt Securities, Inc. | 22,803 | $135.4 萬 | 0.14% | +108+0.5% | 加碼 |
| Great Lakes Retirement, Inc. | 22,804 | $135.4 萬 | 0.19% | +121+0.5% | 加碼 |
| Thomasville National Bank | 22,993 | $136.6 萬 | 0.11% | −1,263−5.2% | 減碼 |
| Vontobel Holding Ltd. | 23,322 | $138.5 萬 | 0.00% | +8,611+58.5% | 加碼 |
| First City Capital Management, Inc. | 23,341 | $138.6 萬 | 0.78% | −185−0.8% | 減碼 |
| Argus Investors' Counsel, Inc. | 23,407 | $139.0 萬 | 0.85% | +121+0.5% | 加碼 |
| Aspiriant, LLC | 23,453 | $139.3 萬 | 0.06% | −2,148−8.4% | 減碼 |
| Fulton Bank, N.A. | 23,624 | $140.3 萬 | 0.06% | +139+0.6% | 加碼 |
| Aptus Capital Advisors, LLC | 23,824 | $141.5 萬 | 0.03% | +2,291+10.6% | 加碼 |
| Laurel Wealth Advisors LLC | 23,860 | $141.7 萬 | 0.25% | +133+0.6% | 加碼 |
| First Financial Bank - Trust Division | 23,913 | $142.0 萬 | 0.14% | −651−2.7% | 減碼 |