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 |
|---|---|---|---|---|---|
| Cedar Point Capital Partners, LLC | 3,510 | $20.8 萬 | 0.16% | −54−1.5% | 減碼 |
| IFG Advisory, LLC | 3,511 | $20.9 萬 | 0.01% | +3,511 | 新進 |
| McKinley Carter Wealth Services, Inc. | 3,516 | $20.9 萬 | 0.01% | +21+0.6% | 加碼 |
| Buttonwood Financial Advisors Inc. | 3,518 | $20.9 萬 | 0.10% | −10.0% | 減碼 |
| Convergence Financial, LLC | 3,518 | $20.9 萬 | 0.06% | +3,518 | 新進 |
| DT Investment Partners, LLC | 3,524 | $20.9 萬 | 0.02% | +1,584+81.6% | 加碼 |
| Emergent Wealth Advisors, LLC | 3,442 | $21.0 萬 | 0.17% | +3,442 | 新進 |
| Oxbow Advisors, LLC | 3,533 | $21.0 萬 | 0.02% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 3,533 | $21.0 萬 | 0.03% | 00.0% | 不變 |
| Wealthquest Corp | 3,548 | $21.1 萬 | 0.02% | −61−1.7% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 3,550 | $21.1 萬 | 0.14% | 00.0% | 不變 |
| Finer Wealth Management, Inc. | 3,551 | $21.1 萬 | 0.14% | −30−0.8% | 減碼 |
| Cable Hill Partners, LLC | 3,566 | $21.2 萬 | 0.02% | +3,566 | 新進 |
| First American Trust, FSB | 3,568 | $21.2 萬 | 0.02% | +3,568 | 新進 |
| Copperleaf Capital, LLC | 3,579 | $21.3 萬 | 0.17% | −191−5.1% | 減碼 |
| Financial Management Network Inc | 3,579 | $21.3 萬 | 0.05% | −149−4.0% | 減碼 |
| Hantz Financial Services, Inc. | 3,599 | $21.4 萬 | 0.00% | −53−1.5% | 減碼 |
| Florida Financial Advisors, LLC | 3,621 | $21.5 萬 | 0.13% | +3,621 | 新進 |
| Seed Wealth Management, Inc. | 3,643 | $21.6 萬 | 0.19% | 00.0% | 不變 |
| Novare Capital Management LLC | 3,649 | $21.7 萬 | 0.02% | +3,649 | 新進 |
| Outlook Wealth Advisors, LLC | 3,649 | $21.7 萬 | 0.10% | +7+0.2% | 加碼 |
| Stokes Family Office, LLC | 3,654 | $21.7 萬 | 0.03% | +3,654 | 新進 |
| Endowment Wealth Management, Inc. | 3,666 | $21.8 萬 | 0.16% | +66+1.8% | 加碼 |
| Zhang Financial LLC | 3,674 | $21.8 萬 | 0.02% | +3,674 | 新進 |
| WSFS Capital Management, LLC | 3,675 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| Traveka Wealth, LLC | 3,680 | $21.9 萬 | 0.11% | +10.0% | 加碼 |
| Affiance Financial, LLC | 3,683 | $21.9 萬 | 0.06% | 00.0% | 不變 |
| Eagle Wealth Strategies LLC | 3,684 | $21.9 萬 | 0.18% | −29−0.8% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,687 | $21.9 萬 | 0.11% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 3,688 | $21.9 萬 | 0.04% | −13,607−78.7% | 減碼 |
| Centennial Bank | 3,694 | $21.9 萬 | 0.11% | −295−7.4% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 3,700 | $22.0 萬 | 0.05% | 00.0% | 不變 |
| Boston Family Office LLC | 3,698 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| Keebeck Alpha, LP | 3,732 | $22.2 萬 | 0.16% | +3,732 | 新進 |
| Rise Advisors, LLC | 3,745 | $22.2 萬 | 0.12% | +22+0.6% | 加碼 |
| WMS Partners, LLC | 3,753 | $22.3 萬 | 0.01% | +3,753 | 新進 |
| Balentine LLC | 3,756 | $22.3 萬 | 0.01% | −20,099−84.3% | 減碼 |
| Heritage Wealth Management, Inc. | 3,745 | $22.3 萬 | 0.07% | +3,745 | 新進 |
| HRC Wealth Management, LLC | 3,766 | $22.4 萬 | 0.15% | +10+0.3% | 加碼 |
| Brio Consultants, LLC | 3,769 | $22.4 萬 | 0.04% | 00.0% | 不變 |
| Maia Wealth LLC | 3,889 | $22.5 萬 | 0.07% | +3,889 | 新進 |
| Invenio Wealth Partners LLC | 3,783 | $22.5 萬 | 0.11% | −284−7.0% | 減碼 |
| Winton Group Ltd | 3,787 | $22.5 萬 | 0.02% | +3,787 | 新進 |
| First Foundation Advisors | 3,797 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 3,800 | $22.6 萬 | 0.22% | +3,800 | 新進 |
| Mill Creek Capital Advisors, LLC | 3,816 | $22.7 萬 | 0.01% | +3,816 | 新進 |
| Tompkins Financial Corp | 3,820 | $22.7 萬 | 0.02% | 00.0% | 不變 |
| Bernardo Wealth Planning LLC | 3,826 | $22.7 萬 | 0.06% | 00.0% | 不變 |
| Petix & Botte Co | 3,828 | $22.7 萬 | 0.06% | +3,828 | 新進 |
| Pinnacle Holdings, LLC | 3,838 | $22.8 萬 | 0.09% | −295−7.1% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 3,839 | $22.8 萬 | 0.07% | −811−17.4% | 減碼 |
| Hara Capital LLC | 3,846 | $22.8 萬 | 0.15% | −49−1.3% | 減碼 |
| Cottonwood Capital Advisors, LLC | 3,817 | $22.9 萬 | 0.18% | +3+0.1% | 加碼 |
| Power Wealth Management LLC | 3,855 | $22.9 萬 | 0.11% | +193+5.3% | 加碼 |
| Black Diamond Financial, LLC | 3,855 | $22.9 萬 | 0.04% | +3,855 | 新進 |
| Nations Financial Group Inc, | 3,856 | $22.9 萬 | 0.02% | −2,258−36.9% | 減碼 |
| First Pacific Financial | 3,879 | $23.0 萬 | 0.06% | 00.0% | 不變 |
| Full Sail Capital, LLC | 3,881 | $23.0 萬 | 0.02% | +77+2.0% | 加碼 |
| Cozad Asset Management Inc | 3,883 | $23.1 萬 | 0.02% | +241+6.6% | 加碼 |
| Wedgewood Investors Inc | 3,884 | $23.1 萬 | 0.27% | +3,884 | 新進 |
| X-Square Capital, LLC | 3,896 | $23.1 萬 | 0.11% | −246−5.9% | 減碼 |
| Goldstone Financial Group, LLC | 3,899 | $23.2 萬 | 0.05% | +431+12.4% | 加碼 |
| Peddock Capital Advisors, LLC | 3,905 | $23.2 萬 | 0.06% | 00.0% | 不變 |
| American Trust | 3,913 | $23.2 萬 | 0.02% | +175+4.7% | 加碼 |
| Powers Advisory Group, LLC | 3,917 | $23.3 萬 | 0.13% | −565−12.6% | 減碼 |
| 17 Capital Partners, LLC | 3,918 | $23.3 萬 | 0.17% | −48−1.2% | 減碼 |
| Blueshift Asset Management, LLC | 3,920 | $23.3 萬 | 0.08% | +3,920 | 新進 |
| FDx Advisors, Inc. | 3,921 | $23.3 萬 | 0.06% | −19,884−83.5% | 減碼 |
| Moloney Securities Asset Management, LLC | 3,923 | $23.3 萬 | 0.03% | −122−3.0% | 減碼 |
| First County Bank | 3,931 | $23.3 萬 | 0.12% | −220−5.3% | 減碼 |
| First Personal Financial Services | 3,933 | $23.4 萬 | 0.05% | −361−8.4% | 減碼 |
| Coyle Financial Counsel LLC | 4,038 | $23.4 萬 | 0.08% | 00.0% | 不變 |
| Consolidated Planning Corp | 3,942 | $23.4 萬 | 0.04% | −926−19.0% | 減碼 |
| Towerpoint Wealth, LLC | 3,946 | $23.4 萬 | 0.12% | +385+10.8% | 加碼 |
| M&R Capital Management Inc | 3,962 | $23.5 萬 | 0.06% | +8+0.2% | 加碼 |
| One Wealth Management Investment & Advisory Services, LLC | 3,963 | $23.5 萬 | 0.09% | −116−2.8% | 減碼 |
| Monterey Private Wealth, Inc. | 3,969 | $23.6 萬 | 0.09% | +3,969 | 新進 |
| SignalPoint Asset Management, LLC | 3,974 | $23.6 萬 | 0.06% | −59−1.5% | 減碼 |
| Strategic Wealth Designers | 3,897 | $23.6 萬 | 0.03% | +3,897 | 新進 |
| Amarillo National Bank | 3,985 | $23.7 萬 | 0.05% | −500−11.1% | 減碼 |
| Evernest Financial Advisors, LLC | 3,987 | $23.7 萬 | 0.11% | +3,987 | 新進 |
| Warwick Investment Management, Inc. | 3,989 | $23.7 萬 | 0.06% | −1,005−20.1% | 減碼 |
| United Community Bank | 3,995 | $23.7 萬 | 0.10% | −95−2.3% | 減碼 |
| United Bank | 4,000 | $23.8 萬 | 0.03% | 00.0% | 不變 |
| Hurlow Wealth Management Group, Inc. | 4,017 | $23.9 萬 | 0.08% | 00.0% | 不變 |
| Sym Financial Corp | 4,020 | $23.9 萬 | 0.04% | +4,020 | 新進 |
| Solidarilty Wealth, LLC | 4,023 | $23.9 萬 | 0.07% | 00.0% | 不變 |
| Woodstock Corp | 4,030 | $23.9 萬 | 0.02% | −175−4.2% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 4,030 | $23.9 萬 | 0.06% | +200+5.2% | 加碼 |
| Boston Financial Mangement LLC | 4,042 | $24.0 萬 | 0.01% | +289+7.7% | 加碼 |
| Twin Focus Capital Partners, LLC | 4,047 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 4,058 | $24.1 萬 | 0.05% | −119−2.8% | 減碼 |
| Encompass Wealth Advisors, LLC | 4,060 | $24.1 萬 | 0.06% | +7+0.2% | 加碼 |
| Revolve Wealth Partners, LLC | 4,089 | $24.3 萬 | 0.04% | +143+3.6% | 加碼 |
| Keynote Financial Services LLC | 4,100 | $24.3 萬 | 0.20% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 4,101 | $24.4 萬 | 0.06% | 00.0% | 不變 |
| Financial Security Advisor, Inc. | 4,104 | $24.4 萬 | 0.08% | +13+0.3% | 加碼 |
| WealthPLAN Partners, LLC | 4,106 | $24.4 萬 | 0.03% | −147−3.5% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 4,105 | $24.4 萬 | 0.08% | +4,105 | 新進 |
| Avaii Wealth Management, LLC | 4,114 | $24.4 萬 | 0.14% | −569−12.2% | 減碼 |