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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 29,094 | $172.8 萬 | 0.01% | +40.0% | 加碼 |
| Diversify Advisory Services, LLC | 28,809 | $172.5 萬 | 0.09% | −4,055−12.3% | 減碼 |
| NVWM, LLC | 29,031 | $172.4 萬 | 0.46% | −491−1.7% | 減碼 |
| Hoylecohen, LLC | 28,933 | $171.8 萬 | 0.13% | +462+1.6% | 加碼 |
| Meridian Investment Counsel Inc. | 28,892 | $171.6 萬 | 0.54% | 00.0% | 不變 |
| Rothschild Investment LLC | 28,808 | $171.1 萬 | 0.12% | +2,198+8.3% | 加碼 |
| Argent Advisors, Inc. | 28,740 | $170.7 萬 | 0.68% | +1,101+4.0% | 加碼 |
| Main Street Research LLC | 28,557 | $169.6 萬 | 0.11% | +1,913+7.2% | 加碼 |
| N.E.W. Advisory Services LLC | 28,467 | $169.1 萬 | 0.18% | +267+0.9% | 加碼 |
| Atomi Financial Group, Inc. | 28,371 | $168.5 萬 | 0.12% | +9,995+54.4% | 加碼 |
| CTC Alternative Strategies, Ltd. | 28,347 | $168.4 萬 | 0.71% | +28,347 | 新進 |
| Vista Investment Management | 28,330 | $168.2 萬 | 0.68% | −1,074−3.7% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 28,309 | $168.1 萬 | 0.08% | +818+3.0% | 加碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 28,277 | $167.9 萬 | 0.27% | +28,277 | 新進 |
| Chemistry Wealth Management LLC | 27,989 | $166.2 萬 | 0.43% | +619+2.3% | 加碼 |
| Chicago Partners Investment Group LLC | 27,658 | $166.0 萬 | 0.06% | +2,378+9.4% | 加碼 |
| Lummis Asset Management, LP | 27,878 | $165.6 萬 | 2.19% | 00.0% | 不變 |
| Harbour Investments, Inc. | 27,851 | $165.4 萬 | 0.06% | +575+2.1% | 加碼 |
| Kerrisdale Advisers, LLC | 27,696 | $164.5 萬 | 0.51% | 00.0% | 不變 |
| Greenwood Capital Associates LLC | 27,636 | $164.1 萬 | 0.22% | −2,216−7.4% | 減碼 |
| Everett Harris & Co | 27,229 | $161.7 萬 | 0.02% | 00.0% | 不變 |
| Northside Capital Management, LLC | 27,127 | $161.1 萬 | 0.28% | 00.0% | 不變 |
| Hardy Reed LLC | 27,072 | $160.8 萬 | 0.16% | +21,723+406.1% | 加碼 |
| Baker Avenue Asset Management, LP | 26,957 | $160.1 萬 | 0.05% | +4,121+18.0% | 加碼 |
| Citizens National Bank Trust Department | 26,827 | $159.3 萬 | 0.35% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 26,791 | $159.1 萬 | 0.41% | +1,638+6.5% | 加碼 |
| Hardin Capital Partners, LLC | 17,108 | $158.6 萬 | 1.03% | +17,108 | 新進 |
| Resources Management Corp | 26,680 | $158.5 萬 | 0.23% | −295−1.1% | 減碼 |
| Jeppson Wealth Management, LLC | 26,642 | $158.2 萬 | 0.60% | −675−2.5% | 減碼 |
| Fiduciary Group LLC | 26,524 | $157.5 萬 | 0.17% | −269−1.0% | 減碼 |
| Accredited Investors Inc. | 26,480 | $157.3 萬 | 0.10% | +14,663+124.1% | 加碼 |
| Schechter Investment Advisors, LLC | 26,153 | $155.3 萬 | 0.12% | −834−3.1% | 減碼 |
| Walter & Keenan Financial Consulting Co | 25,923 | $154.0 萬 | 0.49% | −700−2.6% | 減碼 |
| Insigneo Advisory Services, LLC | 29,485 | $153.7 萬 | 0.17% | −14,328−32.7% | 減碼 |
| Wright Investors Service Inc | 25,727 | $152.8 萬 | 0.40% | −88−0.3% | 減碼 |
| GHP Investment Advisors, Inc. | 25,643 | $152.3 萬 | 0.08% | +1,155+4.7% | 加碼 |
| Independent Financial Group, LLC | 25,596 | $152.0 萬 | 0.06% | +4,061+18.9% | 加碼 |
| Fort Sheridan Advisors LLC | 25,580 | $151.9 萬 | 0.25% | +4,835+23.3% | 加碼 |
| Neville Rodie & Shaw Inc | 25,553 | $151.8 萬 | 0.12% | 00.0% | 不變 |
| Holderness Investments Co | 25,515 | $151.5 萬 | 0.36% | +100.0% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 25,500 | $151.4 萬 | 0.24% | −500−1.9% | 減碼 |
| Islay Capital Management, LLC | 25,435 | $151.1 萬 | 1.09% | +145+0.6% | 加碼 |
| Private Trust Co NA | 25,368 | $150.7 萬 | 0.16% | +3,204+14.5% | 加碼 |
| Massmutual Trust Co FSB | 25,364 | $150.6 萬 | 0.05% | +3,608+16.6% | 加碼 |
| RFG Advisory, LLC | 25,232 | $149.9 萬 | 0.05% | −57,857−69.6% | 減碼 |
| Lake Street Advisors Group, LLC | 25,167 | $149.5 萬 | 0.07% | +246+1.0% | 加碼 |
| National Philanthropic Trust | 25,081 | $149.0 萬 | 0.03% | −2,034−7.5% | 減碼 |
| Apella Capital, LLC | 24,755 | $148.2 萬 | 0.07% | +4,147+20.1% | 加碼 |
| London Co of Virginia | 24,896 | $147.9 萬 | 0.01% | −191−0.8% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 24,885 | $147.8 萬 | 0.13% | −1,086−4.2% | 減碼 |
| Valley National Advisers Inc | 24,734 | $146.8 萬 | 0.22% | −589−2.3% | 減碼 |
| Cadinha & Co LLC | 24,572 | $145.9 萬 | 0.27% | 00.0% | 不變 |
| LJI Wealth Management, LLC | 24,465 | $145.3 萬 | 0.32% | −694−2.8% | 減碼 |
| First Horizon Advisors, Inc. | 24,401 | $144.9 萬 | 0.04% | −74−0.3% | 減碼 |
| Wunderlich Capital Managemnt | 24,396 | $144.9 萬 | 0.65% | +2,350+10.7% | 加碼 |
| Soltis Investment Advisors LLC | 24,289 | $144.2 萬 | 0.15% | +2,036+9.1% | 加碼 |
| Trinity Financial Advisors LLC | 24,060 | $142.9 萬 | 0.64% | −1,373−5.4% | 減碼 |
| Insight Advisors, LLC | 24,032 | $142.7 萬 | 0.26% | +110+0.5% | 加碼 |
| Pinnacle Bancorp, Inc. | 24,029 | $142.7 萬 | 0.42% | −70.0% | 減碼 |
| NBC Securities, Inc. | 24,015 | $142.6 萬 | 0.13% | +423+1.8% | 加碼 |
| Trust Co of Toledo NA | 24,004 | $142.6 萬 | 0.21% | +264+1.1% | 加碼 |
| TRUE Private Wealth Advisors | 23,985 | $142.4 萬 | 0.16% | −600−2.4% | 減碼 |
| First Financial Bank - Trust Division | 23,913 | $142.0 萬 | 0.14% | −651−2.7% | 減碼 |
| Laurel Wealth Advisors LLC | 23,860 | $141.7 萬 | 0.25% | +133+0.6% | 加碼 |
| Aptus Capital Advisors, LLC | 23,824 | $141.5 萬 | 0.03% | +2,291+10.6% | 加碼 |
| Fulton Bank, N.A. | 23,624 | $140.3 萬 | 0.06% | +139+0.6% | 加碼 |
| Aspiriant, LLC | 23,453 | $139.3 萬 | 0.06% | −2,148−8.4% | 減碼 |
| Argus Investors' Counsel, Inc. | 23,407 | $139.0 萬 | 0.85% | +121+0.5% | 加碼 |
| First City Capital Management, Inc. | 23,341 | $138.6 萬 | 0.78% | −185−0.8% | 減碼 |
| Vontobel Holding Ltd. | 23,322 | $138.5 萬 | 0.00% | +8,611+58.5% | 加碼 |
| Thomasville National Bank | 22,993 | $136.6 萬 | 0.11% | −1,263−5.2% | 減碼 |
| Great Lakes Retirement, Inc. | 22,804 | $135.4 萬 | 0.19% | +121+0.5% | 加碼 |
| Sunbelt Securities, Inc. | 22,803 | $135.4 萬 | 0.14% | +108+0.5% | 加碼 |
| Washington Trust Co | 22,789 | $135.3 萬 | 0.05% | −354−1.5% | 減碼 |
| Buffington Mohr McNeal | 22,783 | $135.3 萬 | 0.24% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 22,768 | $135.2 萬 | 0.36% | −18−0.1% | 減碼 |
| Burke & Herbert Bank & Trust Co | 22,765 | $135.2 萬 | 0.33% | +17,068+299.6% | 加碼 |
| Summit Financial, LLC | 22,764 | $135.2 萬 | 0.06% | +13,970+158.9% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 22,729 | $135.0 萬 | 0.02% | −604−2.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 22,718 | $134.9 萬 | 0.04% | −719−3.1% | 減碼 |
| Coastal Investment Advisors, Inc. | 22,646 | $134.5 萬 | 0.26% | −1,869−7.6% | 減碼 |
| Rossmore Private Capital | 22,624 | $134.4 萬 | 0.18% | −351−1.5% | 減碼 |
| Sweeney & Michel, LLC | 22,217 | $133.0 萬 | 0.57% | +51+0.2% | 加碼 |
| One Wealth Advisors, LLC | 24,884 | $132.3 萬 | 0.28% | +6,298+33.9% | 加碼 |
| Martin & Co Inc | 22,269 | $132.3 萬 | 0.33% | −35−0.2% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 22,258 | $132.2 萬 | 0.11% | +262+1.2% | 加碼 |
| Cove Street Capital, LLC | 22,150 | $131.5 萬 | 0.94% | −5,050−18.6% | 減碼 |
| Diversified Trust Co | 22,041 | $130.9 萬 | 0.04% | −3,281−13.0% | 減碼 |
| Louisbourg Investments Inc. | 29,244 | $130.4 萬 | 0.37% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 21,947 | $130.3 萬 | 0.07% | +1,944+9.7% | 加碼 |
| Foresight Global Investors, Inc. | 21,820 | $129.6 萬 | 0.62% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 21,817 | $129.6 萬 | 0.00% | −819−3.6% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 21,718 | $129.0 萬 | 0.18% | +10,931+101.3% | 加碼 |
| Wealthspire Advisors, LLC | 21,682 | $128.8 萬 | 0.02% | +53+0.2% | 加碼 |
| Cetera Trust Company, N.A | 21,548 | $128.0 萬 | 0.80% | −530−2.4% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 21,105 | $127.9 萬 | 0.15% | +30.0% | 加碼 |
| FSB Premier Wealth Management, Inc. | 21,401 | $127.1 萬 | 0.57% | +5,682+36.1% | 加碼 |
| Citadel Investment Advisory, Inc. | 21,391 | $127.0 萬 | 0.72% | −1,045−4.7% | 減碼 |
| Fidelis Capital Partners, LLC | 24,174 | $126.4 萬 | 0.18% | +5,784+31.5% | 加碼 |
| Diversify Wealth Management, LLC | 24,242 | $126.3 萬 | 0.16% | +24,242 | 新進 |