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 |
|---|---|---|---|---|---|
| Farmers Trust Co | 11,663 | $69.3 萬 | 0.14% | −79−0.7% | 減碼 |
| Correct Capital Wealth Management | 11,617 | $69.0 萬 | 0.16% | −34−0.3% | 減碼 |
| VELA Investment Management, LLC | 11,599 | $68.9 萬 | 0.24% | −8,086−41.1% | 減碼 |
| Douglas Lane & Associates, LLC | 11,573 | $68.7 萬 | 0.01% | +167+1.5% | 加碼 |
| Mechanics Bank Trust Department | 11,538 | $68.5 萬 | 0.10% | +800+7.5% | 加碼 |
| IPG Investment Advisors LLC | 11,534 | $68.5 萬 | 0.15% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 11,530 | $68.5 萬 | 0.47% | +3,360+41.1% | 加碼 |
| Tobam | 11,502 | $68.3 萬 | 0.11% | −4,168−26.6% | 減碼 |
| Chilton Investment Co LLC | 11,465 | $68.1 萬 | 0.02% | +8,000+230.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 11,424 | $67.8 萬 | 0.20% | −668−5.5% | 減碼 |
| Flagstone Financial Management | 11,409 | $67.8 萬 | 0.25% | +233+2.1% | 加碼 |
| Core Alternative Capital | 11,401 | $67.7 萬 | 0.14% | +5,154+82.5% | 加碼 |
| HCR Wealth Advisors | 11,396 | $67.7 萬 | 0.10% | 00.0% | 不變 |
| Carlson Capital Management | 11,396 | $67.7 萬 | 0.03% | +43+0.4% | 加碼 |
| Platform Technology Partners | 11,395 | $67.7 萬 | 0.23% | +11,395 | 新進 |
| Tarbox Family Office, Inc. | 11,391 | $67.7 萬 | 0.12% | +919+8.8% | 加碼 |
| Quent Capital, LLC | 11,326 | $67.3 萬 | 0.07% | +792+7.5% | 加碼 |
| San Luis Wealth Advisors LLC | 11,323 | $67.2 萬 | 0.16% | +11,323 | 新進 |
| Van Cleef Asset Management,Inc | 11,313 | $67.2 萬 | 0.08% | −1,750−13.4% | 減碼 |
| All Terrain Financial Advisors, LLC | 11,303 | $67.1 萬 | 0.28% | +835+8.0% | 加碼 |
| Tributary Capital Management, LLC | 11,300 | $67.1 萬 | 0.06% | −350−3.0% | 減碼 |
| Cumberland Advisors Inc | 11,300 | $67.1 萬 | 0.27% | 00.0% | 不變 |
| AIMZ Investment Advisors, LLC | 11,235 | $66.7 萬 | 0.24% | −1,095−8.9% | 減碼 |
| Aviso Wealth Management | 11,227 | $66.7 萬 | 0.40% | +459+4.3% | 加碼 |
| River Wealth Advisors LLC | 11,202 | $66.5 萬 | 0.10% | 00.0% | 不變 |
| Cromwell Holdings LLC | 11,171 | $66.3 萬 | 0.40% | +11,171 | 新進 |
| Good Life Advisors, LLC | 11,160 | $66.3 萬 | 0.05% | −314−2.7% | 減碼 |
| PFW Advisors LLC | 11,152 | $66.2 萬 | 0.21% | −331−2.9% | 減碼 |
| Mengis Capital Management, Inc. | 11,111 | $66.0 萬 | 0.13% | −8,024−41.9% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 11,088 | $65.9 萬 | 0.26% | +33+0.3% | 加碼 |
| First Nebraska Trust Co | 11,061 | $65.7 萬 | 0.07% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 11,033 | $65.5 萬 | 0.30% | −1,238−10.1% | 減碼 |
| Abel Hall, LLC | 10,984 | $65.2 萬 | 0.46% | +178+1.6% | 加碼 |
| Cohen Capital Management, Inc. | 10,946 | $65.0 萬 | 0.11% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 10,939 | $65.0 萬 | 0.14% | −102,756−90.4% | 減碼 |
| Leisure Capital Management | 10,879 | $64.6 萬 | 0.30% | −431−3.8% | 減碼 |
| Peak Planning Group, LLC | 10,872 | $64.6 萬 | 0.32% | −982−8.3% | 減碼 |
| Kovack Advisors, Inc. | 10,744 | $63.8 萬 | 0.07% | −402−3.6% | 減碼 |
| Catalyst Financial Partners LLC | 10,706 | $63.6 萬 | 0.14% | +751+7.5% | 加碼 |
| Montecito Bank & Trust | 10,705 | $63.6 萬 | 0.13% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 10,664 | $63.3 萬 | 0.16% | −11,439−51.8% | 減碼 |
| Prestige Wealth Management Group LLC | 10,654 | $63.3 萬 | 0.14% | +9,050+564.2% | 加碼 |
| Aviance Capital Partners, LLC | 10,650 | $63.3 萬 | 0.09% | +1,450+15.8% | 加碼 |
| Hikari Tsushin, Inc. | 10,631 | $63.1 萬 | 0.05% | 00.0% | 不變 |
| Bremer Bank National Association | 10,582 | $62.8 萬 | 0.12% | −1,776−14.4% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,552 | $62.7 萬 | 0.16% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 10,531 | $62.5 萬 | 0.01% | −1,434−12.0% | 減碼 |
| Woodmont Investment Counsel LLC | 10,505 | $62.4 萬 | 0.05% | −321−3.0% | 減碼 |
| Osborne Partners Capital Management, LLC | 10,501 | $62.4 萬 | 0.04% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 10,473 | $62.2 萬 | 0.16% | +50+0.5% | 加碼 |
| Capstone Investment Advisors, LLC | 10,466 | $62.2 萬 | 0.01% | −8,361−44.4% | 減碼 |
| West Branch Capital LLC | 10,340 | $61.4 萬 | 0.23% | +2,102+25.5% | 加碼 |
| Global Trust Asset Management, LLC | 10,314 | $61.3 萬 | 0.25% | −145−1.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 10,295 | $61.1 萬 | 0.39% | −859−7.7% | 減碼 |
| Sheets Smith Wealth Management | 10,292 | $61.1 萬 | 0.07% | +120+1.2% | 加碼 |
| Stephenson National Bank & Trust | 10,248 | $60.9 萬 | 0.21% | 00.0% | 不變 |
| Basepoint Wealth LLC | 10,241 | $60.8 萬 | 0.48% | −233−2.2% | 減碼 |
| Jacobs & Co | 10,242 | $60.8 萬 | 0.06% | −315−3.0% | 減碼 |
| Keystone Financial Group | 10,188 | $60.5 萬 | 0.22% | +404+4.1% | 加碼 |
| Sebold Capital Management, Inc. | 10,148 | $60.3 萬 | 0.42% | −510−4.8% | 減碼 |
| Sandy Spring Bank | 10,112 | $60.1 萬 | 0.03% | −425−4.0% | 減碼 |
| Quadrant Private Wealth Management, LLC | 10,004 | $59.4 萬 | 0.14% | −702−6.6% | 減碼 |
| KG&L Capital Management,LLC | 11,315 | $59.4 萬 | 0.21% | +698+6.6% | 加碼 |
| Par Capital Management Inc | 10,000 | $59.4 萬 | 0.02% | 00.0% | 不變 |
| MQS Management LLC | 9,990 | $59.3 萬 | 0.36% | +3,790+61.1% | 加碼 |
| Zuckerman Investment Group, LLC | 9,968 | $59.2 萬 | 0.07% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 9,946 | $59.1 萬 | 0.11% | −256−2.5% | 減碼 |
| Circle Wealth Management, LLC | 9,937 | $59.0 萬 | 0.01% | −5,665−36.3% | 減碼 |
| G&S Capital LLC | 10,222 | $59.0 萬 | 0.26% | −994−8.9% | 減碼 |
| Simon Quick Advisors, LLC | 9,934 | $59.0 萬 | 0.04% | +1,760+21.5% | 加碼 |
| Monument Capital Management | 9,902 | $58.8 萬 | 0.17% | +36+0.4% | 加碼 |
| Beaton Management Co. Inc. | 9,900 | $58.8 萬 | 0.32% | −100−1.0% | 減碼 |
| Alta Advisers Ltd | 9,900 | $58.8 萬 | 0.28% | 00.0% | 不變 |
| Webster Bank, N. A. | 9,888 | $58.7 萬 | 0.06% | −265−2.6% | 減碼 |
| Bedel Financial Consulting, Inc. | 9,857 | $58.5 萬 | 0.09% | +19+0.2% | 加碼 |
| Rockland Trust Co | 9,850 | $58.5 萬 | 0.03% | −666−6.3% | 減碼 |
| Institute for Wealth Management, LLC. | 9,846 | $58.5 萬 | 0.08% | −547−5.3% | 減碼 |
| Financial Engines Advisors L.L.C. | 9,763 | $58.0 萬 | 0.00% | +680+7.5% | 加碼 |
| Boothbay Fund Management, LLC | 9,761 | $58.0 萬 | 0.02% | −22,263−69.5% | 減碼 |
| Athena Investment Management | 9,758 | $58.0 萬 | 0.35% | −332−3.3% | 減碼 |
| Sterneck Capital Management, LLC | 9,744 | $57.9 萬 | 0.33% | −1,129−10.4% | 減碼 |
| RB Capital Management, LLC | 9,723 | $57.7 萬 | 0.15% | −86−0.9% | 減碼 |
| Catalina Capital Group, LLC | 9,718 | $57.7 萬 | 0.22% | +2,051+26.8% | 加碼 |
| Royal Capital Wealth Management, LLC | 9,687 | $57.5 萬 | 0.43% | +12+0.1% | 加碼 |
| Verum Partners LLC | 9,647 | $57.3 萬 | 0.18% | +21+0.2% | 加碼 |
| Thompson Investment Management, Inc. | 9,642 | $57.3 萬 | 0.09% | −31,472−76.5% | 減碼 |
| Iron Horse Wealth Management, LLC | 9,631 | $57.2 萬 | 0.22% | −149−1.5% | 減碼 |
| Hartford Financial Management Inc. | 9,595 | $57.0 萬 | 0.12% | 00.0% | 不變 |
| Smith Thornton Advisors LLC | 9,591 | $57.0 萬 | 0.42% | +9,591 | 新進 |
| Gladstone Institutional Advisory LLC | 9,568 | $56.8 萬 | 0.03% | +1,732+22.1% | 加碼 |
| Humankind Investments LLC | 9,567 | $56.8 萬 | 0.15% | +1,250+15.0% | 加碼 |
| Spectrum Wealth Counsel, LLC | 9,566 | $56.8 萬 | 0.07% | +681+7.7% | 加碼 |
| Appleton Partners Inc | 9,557 | $56.8 萬 | 0.04% | −463−4.6% | 減碼 |
| Monarch Capital Management Inc | 9,555 | $56.7 萬 | 0.17% | 00.0% | 不變 |
| Integral Investment Advisors, Inc. | 9,883 | $56.7 萬 | 0.21% | +751+8.2% | 加碼 |
| Creekside Partners | 9,537 | $56.6 萬 | 0.31% | +9,537 | 新進 |
| Blueprint Investment Partners LLC | 9,522 | $56.6 萬 | 0.12% | +1,832+23.8% | 加碼 |
| Sentry Investment Management LLC | 9,495 | $56.4 萬 | 0.25% | −11,345−54.4% | 減碼 |
| West Family Investments, Inc. | 9,495 | $56.4 萬 | 0.17% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 9,492 | $56.4 萬 | 0.03% | +188+2.0% | 加碼 |