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
- 2,264
- 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 793 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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 1,515 | $9.00 萬 | 0.02% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 1,529 | $9.08 萬 | 0.02% | −57−3.6% | 減碼 |
| RFP Financial Group LLC | 1,574 | $9.35 萬 | 0.03% | +1,134+257.7% | 加碼 |
| Bay Harbor Wealth Management, LLC | 1,577 | $9.37 萬 | 0.03% | +27+1.7% | 加碼 |
| Heritage Wealth Advisors | 1,606 | $9.54 萬 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 1,607 | $9.54 萬 | 0.08% | +63+4.1% | 加碼 |
| Macroview Investment Management LLC | 1,635 | $9.71 萬 | 0.10% | +135+9.0% | 加碼 |
| Eagle Bay Advisors LLC | 1,650 | $9.80 萬 | 0.06% | −1,310−44.3% | 減碼 |
| Rogco, LP | 1,665 | $9.89 萬 | 0.04% | 00.0% | 不變 |
| Abound Wealth Management | 1,684 | $10.0 萬 | 0.04% | +7+0.4% | 加碼 |
| Key Financial Inc | 1,686 | $10.0 萬 | 0.02% | +209+14.2% | 加碼 |
| Widmann Financial Services, Inc. | 1,703 | $10.1 萬 | 0.08% | +1,703 | 新進 |
| First Community Trust NA | 1,704 | $10.1 萬 | 0.09% | +437+34.5% | 加碼 |
| Riverview Trust Co | 1,710 | $10.2 萬 | 0.10% | 00.0% | 不變 |
| Adirondack Trust Co | 1,714 | $10.2 萬 | 0.04% | 00.0% | 不變 |
| Nixon Capital, LLC | 1,720 | $10.2 萬 | 0.05% | 00.0% | 不變 |
| Addison Advisors LLC | 1,767 | $10.5 萬 | 0.03% | +263+17.5% | 加碼 |
| Quarry LP | 1,768 | $10.5 萬 | 0.04% | +1,768 | 新進 |
| American National Bank | 1,773 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Christopher J. Hasenberg, Inc | 1,809 | $10.7 萬 | 0.05% | +1,809 | 新進 |
| Winch Advisory Services, LLC | 1,838 | $10.9 萬 | 0.03% | +10+0.5% | 加碼 |
| WR Wealth Planners, LLC | 1,867 | $11.1 萬 | 0.03% | +344+22.6% | 加碼 |
| Centerpoint Advisors, LLC | 1,863 | $11.1 萬 | 0.04% | −161−8.0% | 減碼 |
| AlphaCentric Advisors LLC | 1,883 | $11.2 萬 | 0.08% | −63−3.2% | 減碼 |
| Tyler-Stone Wealth Management | 1,898 | $11.3 萬 | 0.05% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Laffer Tengler Investments | 1,903 | $11.3 萬 | 0.02% | −79−4.0% | 減碼 |
| Glen Eagle Advisors, LLC | 1,908 | $11.3 萬 | 0.02% | −432−18.5% | 減碼 |
| Northwest Capital Management Inc | 1,908 | $11.3 萬 | 0.04% | −29,787−94.0% | 減碼 |
| Carolinas Wealth Consulting LLC | 1,934 | $11.5 萬 | 0.02% | −6−0.3% | 減碼 |
| Armstrong Advisory Group, Inc | 1,983 | $11.8 萬 | 0.01% | 00.0% | 不變 |
| Spirit of America Management Corp | 2,000 | $11.9 萬 | 0.02% | 00.0% | 不變 |
| Kelly Lawrence W & Associates Inc | 2,000 | $11.9 萬 | 0.03% | +1,000+100.0% | 加碼 |
| Activest Wealth Management | 2,012 | $11.9 萬 | 0.04% | +1,200+147.8% | 加碼 |
| Global Financial Private Client, LLC | 2,021 | $12.0 萬 | 0.05% | 00.0% | 不變 |
| Syntax Research, Inc. | 2,036 | $12.1 萬 | 0.10% | 00.0% | 不變 |
| Bank & Trust Co | 2,037 | $12.1 萬 | 0.10% | +2,037 | 新進 |
| BOK Financial Private Wealth, Inc. | 2,040 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Trust Co | 2,087 | $12.4 萬 | 0.02% | −250−10.7% | 減碼 |
| Colonial Trust Co | 2,139 | $12.7 萬 | 0.02% | −822−27.8% | 減碼 |
| Sugarloaf Wealth Management, LLC | 2,150 | $12.8 萬 | 0.03% | +3+0.1% | 加碼 |
| PSI Advisors, LLC | 2,183 | $13.0 萬 | 0.04% | −177−7.5% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $13.0 萬 | 0.05% | 00.0% | 不變 |
| Gables Capital Management Inc. | 2,200 | $13.1 萬 | 0.07% | +400+22.2% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 2,253 | $13.3 萬 | 0.04% | −701−23.7% | 減碼 |
| Y.D. More Investments Ltd | 2,255 | $13.4 萬 | 0.01% | +1,916+565.2% | 加碼 |
| Venturi Wealth Management, LLC | 2,278 | $13.5 萬 | 0.01% | +1,542+209.5% | 加碼 |
| Ostrum Asset Management | 2,300 | $13.7 萬 | 0.01% | −180−7.3% | 減碼 |
| Community Bank, N.A. | 2,312 | $13.7 萬 | 0.02% | −1,813−44.0% | 減碼 |
| American Capital Advisory, LLC | 2,846 | $14.0 萬 | 0.10% | +10+0.4% | 加碼 |
| First United Bank Trust | 2,484 | $14.8 萬 | 0.05% | 00.0% | 不變 |
| CNB Bank | 2,583 | $15.3 萬 | 0.07% | −31−1.2% | 減碼 |
| Pathway Financial Advisers, LLC | 2,597 | $15.4 萬 | 0.06% | +10.0% | 加碼 |
| Missouri Trust & Investment Co | 2,605 | $15.5 萬 | 0.06% | 00.0% | 不變 |
| New Millennium Group LLC | 2,612 | $15.5 萬 | 0.10% | +2,612 | 新進 |
| Rosenberg Matthew Hamilton | 2,573 | $15.6 萬 | 0.05% | 00.0% | 不變 |
| Pacific Capital Wealth Advisors, Inc | 2,715 | $16.1 萬 | 0.03% | +400+17.3% | 加碼 |
| ORG Partners LLC | 2,690 | $16.2 萬 | 0.02% | +2,474+1,145.4% | 加碼 |
| Clear Investment Research, LLC | 2,734 | $16.2 萬 | 0.21% | 00.0% | 不變 |
| West Paces Advisors Inc. | 2,793 | $16.6 萬 | 0.04% | −120−4.1% | 減碼 |
| Powell Investment Advisors, LLC | 2,817 | $16.7 萬 | 0.09% | −352−11.1% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,950 | $17.5 萬 | 0.07% | 00.0% | 不變 |
| Creative Financial Designs Inc | 2,973 | $17.7 萬 | 0.02% | −148−4.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,978 | $17.7 萬 | 0.04% | 00.0% | 不變 |
| Grove Bank & Trust | 3,014 | $17.9 萬 | 0.03% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 3,128 | $18.6 萬 | 0.04% | −545−14.8% | 減碼 |
| Capital Analysts, LLC | 3,121 | $18.6 萬 | 0.01% | +404+14.9% | 加碼 |
| Hillsdale Investment Management Inc. | 3,150 | $18.7 萬 | 0.01% | −100−3.1% | 減碼 |
| West Financial Advisors, LLC | 3,242 | $19.3 萬 | 0.04% | −797−19.7% | 減碼 |
| Capital Advisors, Ltd. LLC | 3,327 | $19.8 萬 | 0.03% | +307+10.2% | 加碼 |
| Bangor Savings Bank | 3,340 | $19.8 萬 | 0.02% | −10−0.3% | 減碼 |
| Hall Laurie J Trustee | 3,347 | $19.9 萬 | 0.07% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 3,365 | $20.0 萬 | 0.02% | +2,625+354.7% | 加碼 |
| Northwest Investment Counselors, LLC | 3,371 | $20.0 萬 | 0.05% | −750−18.2% | 減碼 |
| City State Bank | 3,379 | $20.1 萬 | 0.08% | −250−6.9% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,386 | $20.1 萬 | 0.00% | −1,338−28.3% | 減碼 |
| Pacific Sage Partners, LLC | 3,388 | $20.1 萬 | 0.05% | +3,388 | 新進 |
| New Jersey Better Educational Savings Trust | 3,398 | $20.2 萬 | 0.40% | −4,003−54.1% | 減碼 |
| SFE Investment Counsel | 3,399 | $20.2 萬 | 0.04% | +3,399 | 新進 |
| Claret Asset Management Corp | 3,402 | $20.2 萬 | 0.04% | +3,402 | 新進 |
| Spectrum Planning & Advisory Services Inc. | 3,529 | $20.3 萬 | 0.20% | +3,529 | 新進 |
| Capital Advisors Wealth Management, LLC | 3,418 | $20.3 萬 | 0.04% | +3,418 | 新進 |
| Juncture Wealth Strategies, LLC | 3,430 | $20.4 萬 | 0.09% | +3,430 | 新進 |
| Lion Street Advisors, LLC | 3,438 | $20.4 萬 | 0.08% | +3,438 | 新進 |
| Geller Advisors LLC | 3,450 | $20.5 萬 | 0.02% | +3,450 | 新進 |
| Cherry Tree Wealth Management, LLC | 3,459 | $20.5 萬 | 0.05% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 3,463 | $20.6 萬 | 0.07% | 00.0% | 不變 |
| Sprinkle Financial Consultants LLC | 3,473 | $20.6 萬 | 0.16% | 00.0% | 不變 |
| Versant Capital Management, Inc | 3,474 | $20.6 萬 | 0.05% | +1,173+51.0% | 加碼 |
| Trust Co of Virginia | 3,476 | $20.6 萬 | 0.02% | 00.0% | 不變 |
| Madrona Financial Services, LLC | 3,476 | $20.6 萬 | 0.06% | +2+0.1% | 加碼 |
| Principal Street Partners, LLC | 3,478 | $20.7 萬 | 0.04% | 00.0% | 不變 |
| Northstar Group, Inc. | 3,479 | $20.7 萬 | 0.04% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 3,482 | $20.7 萬 | 0.06% | 00.0% | 不變 |
| Southland Equity Partners LLC | 3,492 | $20.7 萬 | 0.06% | +3,492 | 新進 |
| SRS Capital Advisors, Inc. | 3,499 | $20.8 萬 | 0.02% | +916+35.5% | 加碼 |
| Deltec Asset Management LLC | 3,500 | $20.8 萬 | 0.04% | 00.0% | 不變 |
| Sunburst Financial Group, LLC | 3,501 | $20.8 萬 | 0.06% | +3,501 | 新進 |
| AJOVista, LLC | 3,509 | $20.8 萬 | 0.60% | 00.0% | 不變 |
| RKL Wealth Management LLC | 3,510 | $20.8 萬 | 0.02% | −33−0.9% | 減碼 |