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 |
|---|---|---|---|---|---|
| BBR Partners, LLC | 17,786 | $105.6 萬 | 0.09% | −3,189−15.2% | 減碼 |
| Exencial Wealth Advisors, LLC | 17,781 | $105.6 萬 | 0.04% | +13+0.1% | 加碼 |
| Jarislowsky, Fraser Ltd | 17,749 | $105.4 萬 | 0.01% | −4,321−19.6% | 減碼 |
| Jacobi Capital Management LLC | 17,699 | $105.1 萬 | 0.09% | −255−1.4% | 減碼 |
| Wharton Business Group, LLC | 17,700 | $105.1 萬 | 0.05% | 00.0% | 不變 |
| Hartford Funds Management Co LLC | 17,519 | $104.0 萬 | 0.10% | +1,780+11.3% | 加碼 |
| Winthrop Capital Management, LLC | 17,496 | $103.9 萬 | 0.52% | +17,496 | 新進 |
| Greatmark Investment Partners, Inc. | 17,473 | $103.8 萬 | 0.15% | 00.0% | 不變 |
| Eisler Capital (US) LLC | 17,253 | $102.5 萬 | 0.19% | +5,102+42.0% | 加碼 |
| Ancora Advisors, LLC | 17,249 | $102.4 萬 | 0.03% | −1,379−7.4% | 減碼 |
| Personal Cfo Solutions, LLC | 17,228 | $102.3 萬 | 0.16% | −469−2.7% | 減碼 |
| Becker Capital Management Inc | 17,211 | $102.2 萬 | 0.04% | −1,464−7.8% | 減碼 |
| Salem Investment Counselors Inc | 17,209 | $102.2 萬 | 0.03% | −314−1.8% | 減碼 |
| Axiom Advisory, LLC | 17,262 | $101.9 萬 | 0.01% | +17,262 | 新進 |
| Sterling Investment Management, Inc. | 17,131 | $101.7 萬 | 0.77% | −8,206−32.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 17,088 | $101.5 萬 | 0.04% | +60+0.4% | 加碼 |
| Diligent Investors, LLC | 17,055 | $101.3 萬 | 0.25% | −284−1.6% | 減碼 |
| Capital Investment Advisory Services, LLC | 17,052 | $101.3 萬 | 0.10% | −2,099−11.0% | 減碼 |
| Garrison Point Advisors, LLC | 17,026 | $101.1 萬 | 0.67% | 00.0% | 不變 |
| Intrua Financial, LLC | 16,995 | $100.9 萬 | 0.16% | +2,953+21.0% | 加碼 |
| Breakwater Capital Group | 16,994 | $100.9 萬 | 0.23% | +88+0.5% | 加碼 |
| StoneX Group Inc. | 16,968 | $100.8 萬 | 0.08% | −788−4.4% | 減碼 |
| Lodestar Private Asset Management LLC | 16,903 | $100.4 萬 | 0.14% | −1,452−7.9% | 減碼 |
| Spire Wealth Management | 16,891 | $100.3 萬 | 0.04% | −4,482−21.0% | 減碼 |
| GM Advisory Group, Inc. | 16,857 | $100.1 萬 | 0.06% | −67−0.4% | 減碼 |
| Pure Financial Advisors, Inc. | 16,820 | $99.9 萬 | 0.03% | +705+4.4% | 加碼 |
| Palisade Asset Management, LLC | 16,813 | $99.9 萬 | 0.10% | −1,300−7.2% | 減碼 |
| Sittner & Nelson, LLC | 16,787 | $99.7 萬 | 0.49% | −64−0.4% | 減碼 |
| Alps Advisors Inc | 16,780 | $99.7 萬 | 0.01% | −2,074−11.0% | 減碼 |
| Intrinsic Value Partners, LLC | 16,773 | $99.6 萬 | 1.04% | −102−0.6% | 減碼 |
| Symmetry Partners, LLC | 16,774 | $99.6 萬 | 0.05% | −2,096−11.1% | 減碼 |
| Marcum Wealth, LLC | 16,724 | $99.3 萬 | 0.10% | +130+0.8% | 加碼 |
| Boltwood Capital Management | 16,700 | $99.2 萬 | 0.31% | 00.0% | 不變 |
| Knuff & Co LLC | 16,692 | $99.1 萬 | 0.32% | −612−3.5% | 減碼 |
| Commerzbank Aktiengesellschaft | 16,686 | $99.1 萬 | 0.03% | +674+4.2% | 加碼 |
| Studio Investment Management LLC | 16,660 | $98.9 萬 | 0.23% | +575+3.6% | 加碼 |
| LMCG Investments, LLC | 16,655 | $98.9 萬 | 0.06% | −162−1.0% | 減碼 |
| Arkadios Wealth Advisors | 16,573 | $98.4 萬 | 0.07% | +1,788+12.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 16,566 | $98.4 萬 | 0.07% | 00.0% | 不變 |
| Vivid Wealth Management, LLC | 16,539 | $98.2 萬 | 0.55% | +2,824+20.6% | 加碼 |
| MV Capital Management, Inc. | 16,520 | $98.1 萬 | 0.11% | +1,217+8.0% | 加碼 |
| Cornerstone Wealth Management, LLC | 16,500 | $98.0 萬 | 0.08% | −1,328−7.4% | 減碼 |
| Brookstone Capital Management | 16,062 | $97.8 萬 | 0.02% | −3,414−17.5% | 減碼 |
| Lipe & Dalton | 16,468 | $97.8 萬 | 0.53% | +168+1.0% | 加碼 |
| Fragasso Group Inc. | 16,447 | $97.7 萬 | 0.08% | −395−2.3% | 減碼 |
| Heartland Bank & Trust Co | 16,403 | $97.4 萬 | 0.55% | +123+0.8% | 加碼 |
| AMG National Trust Bank | 16,373 | $97.2 萬 | 0.03% | +410+2.6% | 加碼 |
| 1st Source Bank | 16,342 | $97.1 萬 | 0.06% | −129−0.8% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 16,326 | $97.0 萬 | 0.02% | −1,286−7.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 16,267 | $96.6 萬 | 0.14% | −112−0.7% | 減碼 |
| Graypoint LLC | 16,263 | $96.6 萬 | 0.07% | +570+3.6% | 加碼 |
| Journey Strategic Wealth LLC | 16,028 | $95.2 萬 | 0.04% | +5,899+58.2% | 加碼 |
| Mainstay Capital Management LLC | 16,001 | $95.0 萬 | 0.17% | +1,778+12.5% | 加碼 |
| Lafayette Investments, Inc. | 15,995 | $95.0 萬 | 0.22% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 15,961 | $94.8 萬 | 0.24% | −620−3.7% | 減碼 |
| Sage Mountain Advisors LLC | 15,837 | $94.1 萬 | 0.09% | +4,353+37.9% | 加碼 |
| Douglass Winthrop Advisors, LLC | 15,826 | $94.0 萬 | 0.02% | −824−4.9% | 減碼 |
| Cypress Wealth Services, LLC | 15,802 | $93.9 萬 | 0.21% | +206+1.3% | 加碼 |
| Hexagon Capital Partners LLC | 15,764 | $93.6 萬 | 0.20% | −316−2.0% | 減碼 |
| Principle Wealth Partners LLC | 15,680 | $93.1 萬 | 0.07% | −3,401−17.8% | 減碼 |
| Tranquilli Financial Advisor LLC | 15,362 | $93.1 萬 | 0.62% | +446+3.0% | 加碼 |
| Gibbs Wealth Management | 15,656 | $93.0 萬 | 0.38% | +2,306+17.3% | 加碼 |
| Lantz Financial LLC | 15,642 | $92.9 萬 | 0.29% | −599−3.7% | 減碼 |
| Ameritas Advisory Services, LLC | 15,640 | $92.9 萬 | 0.04% | +862+5.8% | 加碼 |
| Financial Network Wealth Advisors LLC | 15,628 | $92.7 萬 | 0.69% | +175+1.1% | 加碼 |
| Washington Trust Bank | 15,607 | $92.7 萬 | 0.09% | −1,175−7.0% | 減碼 |
| Providence Wealth Advisors, LLC | 15,479 | $92.4 萬 | 0.74% | +300+2.0% | 加碼 |
| Boit C F David | 15,519 | $92.2 萬 | 0.48% | 00.0% | 不變 |
| Zacks Investment Management | 15,434 | $91.7 萬 | 0.01% | +2,557+19.9% | 加碼 |
| Abbrea Capital, LLC | 15,403 | $91.5 萬 | 0.12% | −225−1.4% | 減碼 |
| Gilbert & Cook, Inc. | 15,337 | $91.1 萬 | 0.13% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 15,300 | $90.9 萬 | 0.61% | −700−4.4% | 減碼 |
| Everhart Financial Group, Inc. | 15,275 | $90.7 萬 | 0.24% | +5,055+49.5% | 加碼 |
| Eclectic Associates Inc | 15,274 | $90.7 萬 | 0.40% | +1,558+11.4% | 加碼 |
| Baker Tilly Wealth Management, LLC | 15,268 | $90.7 萬 | 0.37% | −32,230−67.9% | 減碼 |
| Legacy Financial Advisors, Inc. | 15,227 | $90.4 萬 | 0.16% | +1,049+7.4% | 加碼 |
| IVC Wealth Advisors LLC | 15,139 | $89.9 萬 | 0.50% | −51−0.3% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,132 | $89.9 萬 | 0.07% | −700−4.4% | 減碼 |
| Hutner Capital Management Inc | 15,116 | $89.8 萬 | 0.49% | −11−0.1% | 減碼 |
| Continuum Advisory, LLC | 15,103 | $89.7 萬 | 0.13% | +125+0.8% | 加碼 |
| Pacific Center for Financial Services | 15,101 | $89.7 萬 | 0.25% | +60.0% | 加碼 |
| Anchor Investment Management, LLC | 15,067 | $89.5 萬 | 0.09% | +131+0.9% | 加碼 |
| Avantax Planning Partners, Inc. | 15,023 | $89.2 萬 | 0.03% | −2,475−14.1% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 15,018 | $89.2 萬 | 0.54% | +50+0.3% | 加碼 |
| Angeles Wealth Management, LLC | 15,009 | $89.1 萬 | 0.08% | +8,166+119.3% | 加碼 |
| Glaxis Capital Management, LLC | 15,000 | $89.1 萬 | 1.55% | +15,000 | 新進 |
| NFP Retirement, Inc. | 14,999 | $89.1 萬 | 0.07% | −1,029−6.4% | 減碼 |
| Jupiter Wealth Management LLC | 15,000 | $89.0 萬 | 0.47% | 00.0% | 不變 |
| North Star Investment Management Corp. | 14,950 | $88.8 萬 | 0.07% | −900−5.7% | 減碼 |
| Perennial Advisors, LLC | 14,948 | $88.8 萬 | 0.20% | −1,433−8.7% | 減碼 |
| MTM Investment Management, LLC | 14,818 | $88.0 萬 | 0.36% | +60.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,776 | $87.8 萬 | 0.15% | −902−5.8% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 14,687 | $87.2 萬 | 0.20% | −931−6.0% | 減碼 |
| Stock Yards Bank & Trust Co | 14,687 | $87.2 萬 | 0.03% | −48−0.3% | 減碼 |
| Segment Wealth Management, LLC | 14,667 | $87.1 萬 | 0.06% | −74−0.5% | 減碼 |
| RMB Capital Management, LLC | 14,656 | $87.0 萬 | 0.02% | −1,766−10.8% | 減碼 |
| Gradient Investments LLC | 14,624 | $86.8 萬 | 0.02% | +647+4.6% | 加碼 |
| Knollwood Investment Advisory, LLC | 14,587 | $86.6 萬 | 0.10% | +14,587 | 新進 |
| Northwest Wealth Management, LLC | 14,571 | $86.5 萬 | 0.22% | −140−1.0% | 減碼 |
| Hilltop National Bank | 14,564 | $86.5 萬 | 0.28% | −888−5.7% | 減碼 |