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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 6,936 | $41.2 萬 | 0.06% | −37,632−84.4% | 減碼 |
| Alera Investment Advisors, LLC | 6,940 | $41.2 萬 | 0.05% | +6,940 | 新進 |
| Schulhoff & Co Inc | 6,974 | $41.4 萬 | 0.19% | +20.0% | 加碼 |
| New Wave Wealth Advisors LLC | 6,975 | $41.4 萬 | 0.22% | +6,975 | 新進 |
| Washington Trust Advisors, Inc. | 6,984 | $41.5 萬 | 0.04% | −250−3.5% | 減碼 |
| Westhampton Capital, LLC | 6,990 | $41.5 萬 | 0.23% | 00.0% | 不變 |
| Kearns & Associates LLC | 7,000 | $41.6 萬 | 0.31% | 00.0% | 不變 |
| Lincoln Capital LLC | 7,006 | $41.6 萬 | 0.09% | +341+5.1% | 加碼 |
| Oxford Financial Group Ltd | 7,010 | $41.6 萬 | 0.03% | +1,895+37.0% | 加碼 |
| Steel Peak Wealth Management LLC | 7,012 | $41.6 萬 | 0.02% | −10,602−60.2% | 減碼 |
| Kathleen S. Wright Associates Inc. | 7,075 | $41.7 萬 | 0.19% | −19−0.3% | 減碼 |
| BancorpSouth Bank | 7,053 | $41.9 萬 | 0.03% | −30−0.4% | 減碼 |
| Sequent Asset Management, LLC | 7,073 | $42.0 萬 | 0.21% | +7,073 | 新進 |
| Wealth Management Partners, LLC | 7,073 | $42.0 萬 | 0.20% | +7,073 | 新進 |
| John W. Brooker & Co., CPAs | 7,075 | $42.0 萬 | 0.21% | +171+2.5% | 加碼 |
| Global Assets Advisory, LLC | 7,076 | $42.0 萬 | 0.67% | −38,436−84.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 7,089 | $42.1 萬 | 0.04% | −201−2.8% | 減碼 |
| Simmons Bank | 7,101 | $42.2 萬 | 0.03% | −410−5.5% | 減碼 |
| S.A. Mason LLC | 7,103 | $42.2 萬 | 0.24% | 00.0% | 不變 |
| New Hampshire Trust | 7,105 | $42.2 萬 | 0.10% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 7,126 | $42.3 萬 | 0.30% | +884+14.2% | 加碼 |
| Waddell & Associates, LLC | 7,142 | $42.4 萬 | 0.06% | +598+9.1% | 加碼 |
| Summit Asset Management, LLC | 7,150 | $42.5 萬 | 0.09% | +350+5.1% | 加碼 |
| Concord Wealth Partners | 7,165 | $42.6 萬 | 0.08% | −2,609−26.7% | 減碼 |
| Patten & Patten Inc | 7,189 | $42.7 萬 | 0.03% | +1,000+16.2% | 加碼 |
| Piscataqua Savings Bank | 7,215 | $42.8 萬 | 0.38% | −38−0.5% | 減碼 |
| Alpha Family Trust | 7,220 | $42.9 萬 | 0.25% | 00.0% | 不變 |
| Addison Capital Co | 7,225 | $42.9 萬 | 0.19% | +1,441+24.9% | 加碼 |
| Cornerstone Advisory, LLC | 7,245 | $43.0 萬 | 0.06% | +31+0.4% | 加碼 |
| Lynch & Associates | 7,253 | $43.1 萬 | 0.10% | 00.0% | 不變 |
| Steele Capital Management, Inc. | 7,257 | $43.1 萬 | 0.02% | −1,775−19.7% | 減碼 |
| Weaver Consulting Group | 7,258 | $43.1 萬 | 0.15% | −1,320−15.4% | 減碼 |
| UMA Financial Services, Inc. | 7,159 | $43.1 萬 | 0.08% | +30.0% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 7,262 | $43.1 萬 | 0.14% | +3,210+79.2% | 加碼 |
| United Advisor Group, LLC | 7,280 | $43.2 萬 | 0.13% | +7,280 | 新進 |
| First National Bank & Trust Co of Newtown | 7,288 | $43.3 萬 | 0.09% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 7,295 | $43.3 萬 | 0.07% | −5,232−41.8% | 減碼 |
| Cowa, LLC | 7,300 | $43.4 萬 | 0.23% | −100−1.4% | 減碼 |
| Guardian Wealth Advisors, LLC | 7,308 | $43.4 萬 | 0.05% | −16−0.2% | 減碼 |
| CTC LLC | 7,314 | $43.4 萬 | 0.03% | +7,314 | 新進 |
| Delta Investment Management, LLC | 7,320 | $43.5 萬 | 0.10% | 00.0% | 不變 |
| Heritage Trust Co | 7,322 | $43.5 萬 | 0.06% | +100+1.4% | 加碼 |
| Pacifica Capital Investments, LLC | 7,335 | $43.6 萬 | 0.16% | 00.0% | 不變 |
| First Dallas Securities Inc. | 7,350 | $43.7 萬 | 0.19% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 7,350 | $43.7 萬 | 0.13% | +378+5.4% | 加碼 |
| TCTC Holdings, LLC | 7,353 | $43.7 萬 | 0.02% | +18+0.2% | 加碼 |
| ERn Financial, LLC | 7,362 | $43.7 萬 | 0.07% | +612+9.1% | 加碼 |
| Moss Adams Wealth Advisors LLC | 7,364 | $43.7 萬 | 0.06% | +1,830+33.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 7,365 | $43.7 萬 | 0.02% | −384−5.0% | 減碼 |
| Intelligence Driven Advisers, LLC | 7,385 | $43.9 萬 | 0.06% | +7,385 | 新進 |
| Bridge Creek Capital Management LLC | 7,400 | $43.9 萬 | 0.14% | 00.0% | 不變 |
| Sierra Summit Advisors LLC | 7,401 | $44.0 萬 | 0.11% | +467+6.7% | 加碼 |
| Confluence Wealth Services, Inc. | 7,403 | $44.0 萬 | 0.04% | −10−0.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 7,440 | $44.2 萬 | 0.02% | +1,413+23.4% | 加碼 |
| Ambassador Advisors, LLC | 7,485 | $44.5 萬 | 0.08% | −234−3.0% | 減碼 |
| Keel Point, LLC | 8,409 | $44.5 萬 | 0.04% | +1,731+25.9% | 加碼 |
| Integrity Financial Corp | 7,498 | $44.5 萬 | 0.28% | +7,498 | 新進 |
| Thrive Wealth Management, LLC | 7,499 | $44.5 萬 | 0.09% | −119−1.6% | 減碼 |
| Bristlecone Advisors, LLC | 7,550 | $44.8 萬 | 0.04% | −648−7.9% | 減碼 |
| Ullmann Financial Group, Inc. | 7,582 | $45.0 萬 | 0.06% | −7−0.1% | 減碼 |
| Vicus Capital | 7,630 | $45.3 萬 | 0.04% | +1,039+15.8% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,639 | $45.4 萬 | 0.17% | +144+1.9% | 加碼 |
| Van Strum & Towne Inc. | 7,639 | $45.4 萬 | 0.16% | 00.0% | 不變 |
| Mosaic Financial Group, LLC | 7,661 | $45.5 萬 | 0.33% | −964−11.2% | 減碼 |
| Ghe, LLC | 7,703 | $45.7 萬 | 0.18% | −30−0.4% | 減碼 |
| MCF Advisors LLC | 7,701 | $45.7 萬 | 0.03% | −224−2.8% | 減碼 |
| Cambridge Advisors Inc. | 7,714 | $45.8 萬 | 0.11% | +852+12.4% | 加碼 |
| AlphaCore Capital LLC | 7,753 | $46.0 萬 | 0.11% | −76−1.0% | 減碼 |
| Financial Insights, Inc. | 7,753 | $46.0 萬 | 0.13% | +4,078+111.0% | 加碼 |
| Proficio Capital Partners LLC | 7,760 | $46.1 萬 | 0.05% | +501+6.9% | 加碼 |
| Doliver Advisors, LP | 7,770 | $46.1 萬 | 0.13% | 00.0% | 不變 |
| Auxano Advisors, LLC | 7,783 | $46.2 萬 | 0.13% | +127+1.7% | 加碼 |
| Sky Investment Group LLC | 7,785 | $46.2 萬 | 0.09% | −10−0.1% | 減碼 |
| McCarthy Asset Management, Inc. | 7,800 | $46.3 萬 | 0.27% | −1,720−18.1% | 減碼 |
| Weil Company, Inc. | 7,809 | $46.4 萬 | 0.17% | −14−0.2% | 減碼 |
| STAR Financial Bank | 7,839 | $46.6 萬 | 0.36% | −418−5.1% | 減碼 |
| Campion Asset Management LLC | 7,855 | $46.7 萬 | 0.37% | −150−1.9% | 減碼 |
| Old North State Trust, LLC | 7,934 | $47.1 萬 | 0.41% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 7,950 | $47.2 萬 | 0.17% | +4,322+119.1% | 加碼 |
| Well Done, LLC | 7,958 | $47.3 萬 | 0.10% | +658+9.0% | 加碼 |
| First Trust Investment Solutions L.P. | 7,974 | $47.4 萬 | 0.07% | +976+13.9% | 加碼 |
| Sivia Capital Partners, LLC | 7,974 | $47.4 萬 | 0.32% | −2,330−22.6% | 減碼 |
| Lakeside Advisors, INC. | 8,006 | $47.6 萬 | 0.31% | −194−2.4% | 減碼 |
| Field & Main Bank | 8,010 | $47.6 萬 | 0.18% | +1,128+16.4% | 加碼 |
| BancFirst Trust & Investment Management | 8,285 | $47.6 萬 | 0.22% | +309+3.9% | 加碼 |
| Titleist Asset Management, LLC | 8,020 | $47.6 萬 | 0.07% | +146+1.9% | 加碼 |
| Destination Wealth Management | 8,021 | $47.6 萬 | 0.02% | +8,021 | 新進 |
| Lauterbach Financial Advisors, LLC | 8,947 | $47.7 萬 | 0.31% | +52+0.6% | 加碼 |
| Old West Investment Management, LLC | 8,037 | $47.7 萬 | 0.21% | +8,037 | 新進 |
| Resonant Capital Advisors, LLC | 8,060 | $47.9 萬 | 0.04% | +1,669+26.1% | 加碼 |
| Monetary Management Group Inc | 8,065 | $47.9 萬 | 0.13% | 00.0% | 不變 |
| Nilsine Partners, LLC | 8,110 | $48.2 萬 | 0.06% | +16+0.2% | 加碼 |
| Beta Wealth Group, Inc. | 8,116 | $48.2 萬 | 0.23% | −12−0.1% | 減碼 |
| LRI Investments, LLC | 8,122 | $48.2 萬 | 0.05% | +3,437+73.4% | 加碼 |
| Berger Financial Group, Inc | 8,130 | $48.3 萬 | 0.04% | +716+9.7% | 加碼 |
| Cutler Investment Counsel LLC | 8,136 | $48.3 萬 | 0.07% | 00.0% | 不變 |
| Everpar Advisors LLC | 8,144 | $48.4 萬 | 0.24% | +536+7.0% | 加碼 |
| Intrust Bank NA | 8,208 | $48.8 萬 | 0.05% | −323−3.8% | 減碼 |
| Wealth Architects, LLC | 8,253 | $49.0 萬 | 0.06% | −31−0.4% | 減碼 |
| Fairview Capital Investment Management, LLC | 8,255 | $49.0 萬 | 0.03% | −850−9.3% | 減碼 |