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 |
|---|---|---|---|---|---|
| Seneca Financial Advisors LLC | 21,273 | $126.3 萬 | 0.65% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 21,712 | $125.8 萬 | 0.59% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 21,198 | $125.8 萬 | 0.08% | +2,876+15.7% | 加碼 |
| Welch Group, LLC | 21,166 | $125.7 萬 | 0.06% | +6,500+44.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 21,099 | $125.3 萬 | 0.04% | −131−0.6% | 減碼 |
| Leavell Investment Management, Inc. | 21,061 | $125.1 萬 | 0.07% | −3,018−12.5% | 減碼 |
| Essex Financial Services, Inc. | 23,660 | $124.8 萬 | 0.09% | +3,270+16.0% | 加碼 |
| Terry L. Blaker | 21,000 | $124.7 萬 | 0.05% | +21,000 | 新進 |
| Prudent Man Advisors, LLC | 20,973 | $124.6 萬 | 0.44% | +718+3.5% | 加碼 |
| Lazari Capital Management, Inc. | 20,959 | $124.5 萬 | 0.56% | +21+0.1% | 加碼 |
| HBK Sorce Advisory LLC | 20,906 | $124.2 萬 | 0.04% | +423+2.1% | 加碼 |
| BLB&B Advisors, LLC | 20,891 | $124.1 萬 | 0.07% | +2,298+12.4% | 加碼 |
| Sendero Wealth Management, LLC | 20,819 | $123.6 萬 | 0.21% | −9,286−30.8% | 減碼 |
| GFG Capital, LLC | 20,767 | $123.3 萬 | 0.34% | −2,789−11.8% | 減碼 |
| JT Stratford LLC | 20,697 | $122.9 萬 | 0.23% | +1,055+5.4% | 加碼 |
| Frank, Rimerman Advisors LLC | 20,684 | $122.8 萬 | 0.09% | +20,644+51,610.0% | 加碼 |
| Lindbrook Capital, LLC | 20,674 | $122.8 萬 | 0.12% | +476+2.4% | 加碼 |
| DMG Group, LLC | 20,592 | $122.3 萬 | 1.05% | +1,319+6.8% | 加碼 |
| Kennedy Investment Group | 20,504 | $121.8 萬 | 0.62% | −401−1.9% | 減碼 |
| Courier Capital LLC | 20,486 | $121.7 萬 | 0.10% | −55−0.3% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 20,479 | $121.6 萬 | 0.11% | −1,917−8.6% | 減碼 |
| Clarius Group, LLC | 20,463 | $121.5 萬 | 0.09% | −1,296−6.0% | 減碼 |
| Excalibur Management Corp | 20,415 | $121.2 萬 | 0.49% | −156−0.8% | 減碼 |
| Mutual Advisors, LLC | 20,304 | $121.0 萬 | 0.04% | −127−0.6% | 減碼 |
| Miracle Mile Advisors, LLC | 20,361 | $120.9 萬 | 0.03% | −93−0.5% | 減碼 |
| Foundations Investment Advisors, LLC | 20,304 | $120.6 萬 | 0.03% | −8,742−30.1% | 減碼 |
| XML Financial, LLC | 20,274 | $120.4 萬 | 0.12% | +85+0.4% | 加碼 |
| LS Investment Advisors, LLC | 20,213 | $120.0 萬 | 0.19% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 20,202 | $120.0 萬 | 0.29% | +263+1.3% | 加碼 |
| Murphy Pohlad Asset Management LLC | 20,183 | $119.9 萬 | 0.52% | −2,487−11.0% | 減碼 |
| Affinity Investment Advisors, LLC | 20,130 | $119.6 萬 | 0.90% | −862−4.1% | 減碼 |
| Private Wealth Group, LLC | 20,112 | $119.4 萬 | 0.63% | 00.0% | 不變 |
| Equitable Trust Co | 20,035 | $119.0 萬 | 0.08% | +2,160+12.1% | 加碼 |
| Eos Management, L.P. | 20,000 | $118.8 萬 | 0.46% | −7,500−27.3% | 減碼 |
| Harbor Advisors LLC | 20,000 | $118.8 萬 | 0.22% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 19,983 | $118.7 萬 | 0.06% | +19,983 | 新進 |
| Chicago Capital, LLC | 19,969 | $118.6 萬 | 0.04% | +9,000+82.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 19,950 | $118.5 萬 | 0.20% | −1,050−5.0% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 19,913 | $118.3 萬 | 0.27% | −308−1.5% | 減碼 |
| Dakota Wealth Management | 19,902 | $118.2 萬 | 0.03% | +3,173+19.0% | 加碼 |
| One Capital Management, LLC | 19,861 | $118.0 萬 | 0.04% | −2,517−11.2% | 減碼 |
| Papp L Roy & Associates | 19,839 | $117.8 萬 | 0.14% | −794−3.8% | 減碼 |
| Skopos Labs, Inc. | 20,442 | $117.8 萬 | 0.51% | 00.0% | 不變 |
| First Bank & Trust | 19,814 | $117.7 萬 | 0.24% | −918−4.4% | 減碼 |
| CX Institutional | 19,803 | $117.6 萬 | 0.06% | −50.0% | 減碼 |
| Castle Rock Wealth Management, LLC | 19,353 | $117.3 萬 | 0.29% | 00.0% | 不變 |
| London & Capital Asset Management Ltd | 19,717 | $117.1 萬 | 0.10% | −839−4.1% | 減碼 |
| L2 Asset Management, LLC | 19,706 | $117.0 萬 | 0.35% | +722+3.8% | 加碼 |
| AlTi Global, Inc. | 19,675 | $116.8 萬 | 0.03% | +799+4.2% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 19,663 | $116.8 萬 | 0.09% | −4,280−17.9% | 減碼 |
| Csenge Advisory Group | 19,580 | $116.3 萬 | 0.07% | −148−0.8% | 減碼 |
| GeoWealth Management, LLC | 19,558 | $116.2 萬 | 0.05% | +1,129+6.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 19,555 | $116.1 萬 | 0.57% | −492−2.5% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,530 | $116.0 萬 | 0.03% | +9,570+96.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 19,513 | $115.9 萬 | 0.11% | +14,767+311.1% | 加碼 |
| Cito Capital Group, LLC | 19,503 | $115.8 萬 | 0.45% | 00.0% | 不變 |
| First National Trust Co | 19,493 | $115.8 萬 | 0.05% | +863+4.6% | 加碼 |
| American State Bank (Iowa) | 19,459 | $115.6 萬 | 0.74% | +255+1.3% | 加碼 |
| RNC Capital Management LLC | 19,349 | $114.9 萬 | 0.06% | +1,085+5.9% | 加碼 |
| IHT Wealth Management, LLC | 19,328 | $114.8 萬 | 0.04% | −1,518−7.3% | 減碼 |
| Syon Capital LLC | 19,321 | $114.7 萬 | 0.11% | +551+2.9% | 加碼 |
| Ransom Advisory, Ltd | 19,286 | $114.5 萬 | 0.57% | −300−1.5% | 減碼 |
| Northern Oak Wealth Management Inc | 19,266 | $114.4 萬 | 0.14% | −1,040−5.1% | 減碼 |
| Telos Capital Management, Inc. | 19,166 | $113.8 萬 | 0.13% | −225−1.2% | 減碼 |
| Annandale Capital, LLC | 19,142 | $113.7 萬 | 0.24% | +234+1.2% | 加碼 |
| IMC-Chicago, LLC | 19,064 | $113.2 萬 | 0.04% | +19,064 | 新進 |
| Kanawha Capital Management LLC | 18,946 | $112.5 萬 | 0.09% | −980−4.9% | 減碼 |
| Johnson Investment Counsel Inc | 18,896 | $112.2 萬 | 0.01% | +245+1.3% | 加碼 |
| VCI Wealth Management LLC | 18,889 | $112.2 萬 | 0.55% | +4,038+27.2% | 加碼 |
| USA Financial Portformulas Corp | 18,815 | $111.7 萬 | 0.18% | +18,815 | 新進 |
| Stoneridge Investment Partners LLC | 18,774 | $111.5 萬 | 0.42% | −29,160−60.8% | 減碼 |
| La Banque Postale Asset Management SA | 18,725 | $111.2 萬 | 0.05% | −29,909−61.5% | 減碼 |
| Essex Savings Bank | 18,694 | $111.0 萬 | 0.30% | −141−0.7% | 減碼 |
| Sentry LLC | 18,690 | $111.0 萬 | 0.20% | −94−0.5% | 減碼 |
| Arete Wealth Advisors, LLC | 18,698 | $110.9 萬 | 0.09% | +105+0.6% | 加碼 |
| Ironwood Investment Counsel, LLC | 18,643 | $110.7 萬 | 0.20% | +2,932+18.7% | 加碼 |
| Financial Counselors Inc | 18,637 | $110.7 萬 | 0.02% | +3,441+22.6% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,518 | $110.0 萬 | 0.64% | 00.0% | 不變 |
| Adviser Investments LLC | 18,475 | $109.7 萬 | 0.01% | +46+0.2% | 加碼 |
| Sawyer & Company, Inc | 18,440 | $109.5 萬 | 0.44% | −3,335−15.3% | 減碼 |
| LexAurum Advisors, LLC | 18,437 | $109.5 萬 | 0.27% | −1,410−7.1% | 減碼 |
| Busey Wealth Management | 18,427 | $109.4 萬 | 0.04% | −724−3.8% | 減碼 |
| SeaCrest Wealth Management, LLC | 18,362 | $109.0 萬 | 0.12% | +1,330+7.8% | 加碼 |
| AdvisorNet Financial, Inc | 18,355 | $109.0 萬 | 0.10% | +1,775+10.7% | 加碼 |
| Wallace Advisory Group, LLC | 18,354 | $109.0 萬 | 0.78% | −2,231−10.8% | 減碼 |
| Delap Wealth Advisory, LLC | 18,350 | $109.0 萬 | 0.50% | −4,868−21.0% | 減碼 |
| WP Advisors, LLC | 18,302 | $108.7 萬 | 0.35% | +307+1.7% | 加碼 |
| Mather Group, LLC. | 18,743 | $108.6 萬 | 0.01% | +2,027+12.1% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 18,228 | $108.2 萬 | 0.04% | −100−0.5% | 減碼 |
| Twin Tree Management, LP | 18,052 | $107.2 萬 | 0.03% | +18,052 | 新進 |
| Caldwell Trust Co | 18,023 | $107.0 萬 | 0.12% | 00.0% | 不變 |
| William B. Walkup & Associates, Inc. | 18,009 | $107.0 萬 | 0.70% | +18,009 | 新進 |
| Barbara Oil Co. | 18,000 | $106.9 萬 | 0.47% | 00.0% | 不變 |
| Ruffer LLP | 18,000 | $106.9 萬 | 0.05% | −4,000−18.2% | 減碼 |
| Keystone Financial Services | 17,966 | $106.7 萬 | 0.44% | +847+4.9% | 加碼 |
| Quilter Plc | 17,963 | $106.7 萬 | 0.02% | −450−2.4% | 減碼 |
| Davidson Trust Co | 17,933 | $106.5 萬 | 0.73% | −4,952−21.6% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 17,999 | $106.2 萬 | 0.02% | +17,744+6,958.4% | 加碼 |
| Modera Wealth Management, LLC | 17,847 | $106.0 萬 | 0.02% | −6,390−26.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 17,845 | $106.0 萬 | 0.58% | −474−2.6% | 減碼 |