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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 8,262 | $49.1 萬 | 0.05% | −424−4.9% | 減碼 |
| Gratus Capital LLC | 8,278 | $49.2 萬 | 0.02% | +1,356+19.6% | 加碼 |
| Americana Partners, LLC | 8,287 | $49.2 萬 | 0.04% | +286+3.6% | 加碼 |
| Sippican Capital Advisors | 8,293 | $49.3 萬 | 0.39% | 00.0% | 不變 |
| Summit X, LLC | 8,531 | $49.9 萬 | 0.11% | +4,640+119.2% | 加碼 |
| Bryn Mawr Trust Co | 8,446 | $50.2 萬 | 0.02% | +3,332+65.2% | 加碼 |
| First National Bank | 8,506 | $50.5 萬 | 0.37% | −50−0.6% | 減碼 |
| Kathmere Capital Management, LLC | 8,508 | $50.5 萬 | 0.05% | +592+7.5% | 加碼 |
| Fort Point Capital Partners LLC | 8,534 | $50.7 萬 | 0.07% | −150−1.7% | 減碼 |
| Aull & Monroe Investment Management Corp | 8,544 | $50.7 萬 | 0.25% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 8,564 | $50.9 萬 | 0.01% | +1,321+18.2% | 加碼 |
| Western Pacific Wealth Management, LP | 8,570 | $50.9 萬 | 0.38% | −164−1.9% | 減碼 |
| LVW Advisors, LLC | 8,649 | $51.4 萬 | 0.08% | −561−6.1% | 減碼 |
| Belpointe Asset Management LLC | 8,658 | $51.4 萬 | 0.04% | −9,967−53.5% | 減碼 |
| Summa Corp. | 8,700 | $51.7 萬 | 0.25% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 8,701 | $51.7 萬 | 0.08% | 00.0% | 不變 |
| Bray Capital Advisors | 8,702 | $51.7 萬 | 0.13% | +5+0.1% | 加碼 |
| Davis R M Inc | 8,715 | $51.8 萬 | 0.01% | 00.0% | 不變 |
| Northeast Investment Management | 8,735 | $51.9 萬 | 0.02% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 8,755 | $52.0 萬 | 0.04% | +28+0.3% | 加碼 |
| Advisors Management Group Inc | 8,753 | $52.0 萬 | 0.13% | −457−5.0% | 減碼 |
| Hudock, Inc. | 8,761 | $52.0 萬 | 0.10% | +10.0% | 加碼 |
| Front Street Capital Management, Inc. | 8,771 | $52.1 萬 | 0.10% | −340−3.7% | 減碼 |
| Hodges Capital Management Inc. | 8,775 | $52.1 萬 | 0.03% | −500−5.4% | 減碼 |
| Monticello Wealth Management, LLC | 8,782 | $52.2 萬 | 0.05% | −199−2.2% | 減碼 |
| Manchester Capital Management LLC | 8,788 | $52.2 萬 | 0.06% | −452−4.9% | 減碼 |
| Marietta Investment Partners LLC | 8,800 | $52.3 萬 | 0.11% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 8,829 | $52.4 萬 | 0.50% | +500+6.0% | 加碼 |
| Tucker Asset Management LLC | 8,823 | $52.4 萬 | 0.11% | −96−1.1% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,837 | $52.5 萬 | 0.34% | −700−7.3% | 減碼 |
| Carrera Capital Advisors | 8,839 | $52.5 萬 | 0.17% | +8,839 | 新進 |
| Northwest Bank & Trust Co | 8,844 | $52.5 萬 | 0.44% | +7,559+588.2% | 加碼 |
| SilverOak Wealth Management LLC | 8,901 | $52.9 萬 | 0.13% | −794−8.2% | 減碼 |
| Concentric Capital Strategies, LP | 8,907 | $52.9 萬 | 0.03% | +8,907 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 8,951 | $53.2 萬 | 0.22% | +77+0.9% | 加碼 |
| Texas Capital Bancshares Inc | 8,959 | $53.2 萬 | 0.22% | −358−3.8% | 減碼 |
| Cim Investment Mangement Inc | 8,976 | $53.3 萬 | 0.16% | −53−0.6% | 減碼 |
| Canandaigua National Bank & Trust Co | 9,002 | $53.5 萬 | 0.06% | −992−9.9% | 減碼 |
| WealthPlan Investment Management, LLC | 9,013 | $53.5 萬 | 0.08% | +18+0.2% | 加碼 |
| Triumph Capital Management | 9,029 | $53.6 萬 | 0.21% | +41+0.5% | 加碼 |
| Westover Capital Advisors, LLC | 9,047 | $53.7 萬 | 0.14% | 00.0% | 不變 |
| Tradewinds, LLC. | 9,077 | $53.9 萬 | 0.17% | +9,077 | 新進 |
| CIC Wealth, LLC | 9,135 | $54.3 萬 | 0.15% | −1,209−11.7% | 減碼 |
| Bailard, Inc. | 9,164 | $54.4 萬 | 0.01% | +1,843+25.2% | 加碼 |
| Altfest L J & Co Inc | 9,201 | $54.6 萬 | 0.07% | +88+1.0% | 加碼 |
| Royal Fund Management, LLC | 9,206 | $54.7 萬 | 0.07% | −10−0.1% | 減碼 |
| Cahill Financial Advisors Inc | 9,221 | $54.8 萬 | 0.08% | +87+1.0% | 加碼 |
| Koshinski Asset Management, Inc. | 9,192 | $55.0 萬 | 0.05% | −771−7.7% | 減碼 |
| Spinnaker Trust | 9,277 | $55.1 萬 | 0.04% | +533+6.1% | 加碼 |
| Financial Advisory Corp | 9,292 | $55.2 萬 | 0.23% | −5,718−38.1% | 減碼 |
| Harbor Investment Advisory, LLC | 9,307 | $55.3 萬 | 0.06% | −24−0.3% | 減碼 |
| South State Corp. | 9,311 | $55.3 萬 | 0.04% | −832−8.2% | 減碼 |
| Raleigh Capital Management Inc. | 9,313 | $55.3 萬 | 0.24% | +1,082+13.1% | 加碼 |
| Regatta Capital Group, LLC | 9,350 | $55.5 萬 | 0.12% | −164−1.7% | 減碼 |
| Main Street Financial Solutions, LLC | 9,364 | $55.6 萬 | 0.05% | +2,301+32.6% | 加碼 |
| Perennial Investment Advisors, LLC | 9,370 | $55.6 萬 | 0.08% | −1,843−16.4% | 減碼 |
| Biltmore Family Office, LLC | 9,386 | $55.7 萬 | 0.10% | +682+7.8% | 加碼 |
| PDS Planning, Inc | 9,387 | $55.7 萬 | 0.06% | +1,005+12.0% | 加碼 |
| Fundamentun, LLC | 9,391 | $55.8 萬 | 0.05% | +165+1.8% | 加碼 |
| Onefund, LLC | 9,420 | $55.9 萬 | 0.61% | +158+1.7% | 加碼 |
| Prentice Wealth Management LLC | 9,426 | $56.0 萬 | 0.18% | +184+2.0% | 加碼 |
| West Bancorporation Inc | 9,450 | $56.1 萬 | 0.42% | 00.0% | 不變 |
| Aspen Investment Management Inc | 9,480 | $56.3 萬 | 0.28% | −100−1.0% | 減碼 |
| Linscomb & Williams, Inc. | 9,492 | $56.4 萬 | 0.03% | +188+2.0% | 加碼 |
| West Family Investments, Inc. | 9,495 | $56.4 萬 | 0.17% | 00.0% | 不變 |
| Sentry Investment Management LLC | 9,495 | $56.4 萬 | 0.25% | −11,345−54.4% | 減碼 |
| Blueprint Investment Partners LLC | 9,522 | $56.6 萬 | 0.12% | +1,832+23.8% | 加碼 |
| Creekside Partners | 9,537 | $56.6 萬 | 0.31% | +9,537 | 新進 |
| Integral Investment Advisors, Inc. | 9,883 | $56.7 萬 | 0.21% | +751+8.2% | 加碼 |
| Monarch Capital Management Inc | 9,555 | $56.7 萬 | 0.17% | 00.0% | 不變 |
| Appleton Partners Inc | 9,557 | $56.8 萬 | 0.04% | −463−4.6% | 減碼 |
| Spectrum Wealth Counsel, LLC | 9,566 | $56.8 萬 | 0.07% | +681+7.7% | 加碼 |
| Humankind Investments LLC | 9,567 | $56.8 萬 | 0.15% | +1,250+15.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 9,568 | $56.8 萬 | 0.03% | +1,732+22.1% | 加碼 |
| Smith Thornton Advisors LLC | 9,591 | $57.0 萬 | 0.42% | +9,591 | 新進 |
| Hartford Financial Management Inc. | 9,595 | $57.0 萬 | 0.12% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 9,631 | $57.2 萬 | 0.22% | −149−1.5% | 減碼 |
| Thompson Investment Management, Inc. | 9,642 | $57.3 萬 | 0.09% | −31,472−76.5% | 減碼 |
| Verum Partners LLC | 9,647 | $57.3 萬 | 0.18% | +21+0.2% | 加碼 |
| Royal Capital Wealth Management, LLC | 9,687 | $57.5 萬 | 0.43% | +12+0.1% | 加碼 |
| Catalina Capital Group, LLC | 9,718 | $57.7 萬 | 0.22% | +2,051+26.8% | 加碼 |
| RB Capital Management, LLC | 9,723 | $57.7 萬 | 0.15% | −86−0.9% | 減碼 |
| Sterneck Capital Management, LLC | 9,744 | $57.9 萬 | 0.33% | −1,129−10.4% | 減碼 |
| Athena Investment Management | 9,758 | $58.0 萬 | 0.35% | −332−3.3% | 減碼 |
| Boothbay Fund Management, LLC | 9,761 | $58.0 萬 | 0.02% | −22,263−69.5% | 減碼 |
| Financial Engines Advisors L.L.C. | 9,763 | $58.0 萬 | 0.00% | +680+7.5% | 加碼 |
| Institute for Wealth Management, LLC. | 9,846 | $58.5 萬 | 0.08% | −547−5.3% | 減碼 |
| Rockland Trust Co | 9,850 | $58.5 萬 | 0.03% | −666−6.3% | 減碼 |
| Bedel Financial Consulting, Inc. | 9,857 | $58.5 萬 | 0.09% | +19+0.2% | 加碼 |
| Webster Bank, N. A. | 9,888 | $58.7 萬 | 0.06% | −265−2.6% | 減碼 |
| Alta Advisers Ltd | 9,900 | $58.8 萬 | 0.28% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 9,900 | $58.8 萬 | 0.32% | −100−1.0% | 減碼 |
| Monument Capital Management | 9,902 | $58.8 萬 | 0.17% | +36+0.4% | 加碼 |
| Simon Quick Advisors, LLC | 9,934 | $59.0 萬 | 0.04% | +1,760+21.5% | 加碼 |
| G&S Capital LLC | 10,222 | $59.0 萬 | 0.26% | −994−8.9% | 減碼 |
| Circle Wealth Management, LLC | 9,937 | $59.0 萬 | 0.01% | −5,665−36.3% | 減碼 |
| Quadcap Wealth Management, LLC | 9,946 | $59.1 萬 | 0.11% | −256−2.5% | 減碼 |
| Zuckerman Investment Group, LLC | 9,968 | $59.2 萬 | 0.07% | 00.0% | 不變 |
| MQS Management LLC | 9,990 | $59.3 萬 | 0.36% | +3,790+61.1% | 加碼 |
| Par Capital Management Inc | 10,000 | $59.4 萬 | 0.02% | 00.0% | 不變 |