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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 9,480 | $56.3 萬 | 0.28% | −100−1.0% | 減碼 |
| West Bancorporation Inc | 9,450 | $56.1 萬 | 0.42% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 9,426 | $56.0 萬 | 0.18% | +184+2.0% | 加碼 |
| Onefund, LLC | 9,420 | $55.9 萬 | 0.61% | +158+1.7% | 加碼 |
| Fundamentun, LLC | 9,391 | $55.8 萬 | 0.05% | +165+1.8% | 加碼 |
| PDS Planning, Inc | 9,387 | $55.7 萬 | 0.06% | +1,005+12.0% | 加碼 |
| Biltmore Family Office, LLC | 9,386 | $55.7 萬 | 0.10% | +682+7.8% | 加碼 |
| Perennial Investment Advisors, LLC | 9,370 | $55.6 萬 | 0.08% | −1,843−16.4% | 減碼 |
| Main Street Financial Solutions, LLC | 9,364 | $55.6 萬 | 0.05% | +2,301+32.6% | 加碼 |
| Regatta Capital Group, LLC | 9,350 | $55.5 萬 | 0.12% | −164−1.7% | 減碼 |
| Raleigh Capital Management Inc. | 9,313 | $55.3 萬 | 0.24% | +1,082+13.1% | 加碼 |
| South State Corp. | 9,311 | $55.3 萬 | 0.04% | −832−8.2% | 減碼 |
| Harbor Investment Advisory, LLC | 9,307 | $55.3 萬 | 0.06% | −24−0.3% | 減碼 |
| Financial Advisory Corp | 9,292 | $55.2 萬 | 0.23% | −5,718−38.1% | 減碼 |
| Spinnaker Trust | 9,277 | $55.1 萬 | 0.04% | +533+6.1% | 加碼 |
| Koshinski Asset Management, Inc. | 9,192 | $55.0 萬 | 0.05% | −771−7.7% | 減碼 |
| Cahill Financial Advisors Inc | 9,221 | $54.8 萬 | 0.08% | +87+1.0% | 加碼 |
| Royal Fund Management, LLC | 9,206 | $54.7 萬 | 0.07% | −10−0.1% | 減碼 |
| Altfest L J & Co Inc | 9,201 | $54.6 萬 | 0.07% | +88+1.0% | 加碼 |
| Bailard, Inc. | 9,164 | $54.4 萬 | 0.01% | +1,843+25.2% | 加碼 |
| CIC Wealth, LLC | 9,135 | $54.3 萬 | 0.15% | −1,209−11.7% | 減碼 |
| Tradewinds, LLC. | 9,077 | $53.9 萬 | 0.17% | +9,077 | 新進 |
| Westover Capital Advisors, LLC | 9,047 | $53.7 萬 | 0.14% | 00.0% | 不變 |
| Triumph Capital Management | 9,029 | $53.6 萬 | 0.21% | +41+0.5% | 加碼 |
| WealthPlan Investment Management, LLC | 9,013 | $53.5 萬 | 0.08% | +18+0.2% | 加碼 |
| Canandaigua National Bank & Trust Co | 9,002 | $53.5 萬 | 0.06% | −992−9.9% | 減碼 |
| Cim Investment Mangement Inc | 8,976 | $53.3 萬 | 0.16% | −53−0.6% | 減碼 |
| Texas Capital Bancshares Inc | 8,959 | $53.2 萬 | 0.22% | −358−3.8% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,951 | $53.2 萬 | 0.22% | +77+0.9% | 加碼 |
| Concentric Capital Strategies, LP | 8,907 | $52.9 萬 | 0.03% | +8,907 | 新進 |
| SilverOak Wealth Management LLC | 8,901 | $52.9 萬 | 0.13% | −794−8.2% | 減碼 |
| Northwest Bank & Trust Co | 8,844 | $52.5 萬 | 0.44% | +7,559+588.2% | 加碼 |
| Carrera Capital Advisors | 8,839 | $52.5 萬 | 0.17% | +8,839 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,837 | $52.5 萬 | 0.34% | −700−7.3% | 減碼 |
| Tucker Asset Management LLC | 8,823 | $52.4 萬 | 0.11% | −96−1.1% | 減碼 |
| Pin Oak Investment Advisors Inc | 8,829 | $52.4 萬 | 0.50% | +500+6.0% | 加碼 |
| Marietta Investment Partners LLC | 8,800 | $52.3 萬 | 0.11% | 00.0% | 不變 |
| Manchester Capital Management LLC | 8,788 | $52.2 萬 | 0.06% | −452−4.9% | 減碼 |
| Monticello Wealth Management, LLC | 8,782 | $52.2 萬 | 0.05% | −199−2.2% | 減碼 |
| Hodges Capital Management Inc. | 8,775 | $52.1 萬 | 0.03% | −500−5.4% | 減碼 |
| Front Street Capital Management, Inc. | 8,771 | $52.1 萬 | 0.10% | −340−3.7% | 減碼 |
| Hudock, Inc. | 8,761 | $52.0 萬 | 0.10% | +10.0% | 加碼 |
| Advisors Management Group Inc | 8,753 | $52.0 萬 | 0.13% | −457−5.0% | 減碼 |
| Financial Advisory Service, Inc. | 8,755 | $52.0 萬 | 0.04% | +28+0.3% | 加碼 |
| Northeast Investment Management | 8,735 | $51.9 萬 | 0.02% | 00.0% | 不變 |
| Davis R M Inc | 8,715 | $51.8 萬 | 0.01% | 00.0% | 不變 |
| Bray Capital Advisors | 8,702 | $51.7 萬 | 0.13% | +5+0.1% | 加碼 |
| Evermay Wealth Management LLC | 8,701 | $51.7 萬 | 0.08% | 00.0% | 不變 |
| Summa Corp. | 8,700 | $51.7 萬 | 0.25% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 8,658 | $51.4 萬 | 0.04% | −9,967−53.5% | 減碼 |
| LVW Advisors, LLC | 8,649 | $51.4 萬 | 0.08% | −561−6.1% | 減碼 |
| Western Pacific Wealth Management, LP | 8,570 | $50.9 萬 | 0.38% | −164−1.9% | 減碼 |
| Valmark Advisers, Inc. | 8,564 | $50.9 萬 | 0.01% | +1,321+18.2% | 加碼 |
| Aull & Monroe Investment Management Corp | 8,544 | $50.7 萬 | 0.25% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 8,534 | $50.7 萬 | 0.07% | −150−1.7% | 減碼 |
| Kathmere Capital Management, LLC | 8,508 | $50.5 萬 | 0.05% | +592+7.5% | 加碼 |
| First National Bank | 8,506 | $50.5 萬 | 0.37% | −50−0.6% | 減碼 |
| Bryn Mawr Trust Co | 8,446 | $50.2 萬 | 0.02% | +3,332+65.2% | 加碼 |
| Summit X, LLC | 8,531 | $49.9 萬 | 0.11% | +4,640+119.2% | 加碼 |
| Sippican Capital Advisors | 8,293 | $49.3 萬 | 0.39% | 00.0% | 不變 |
| Americana Partners, LLC | 8,287 | $49.2 萬 | 0.04% | +286+3.6% | 加碼 |
| Gratus Capital LLC | 8,278 | $49.2 萬 | 0.02% | +1,356+19.6% | 加碼 |
| SNS Financial Group, LLC | 8,262 | $49.1 萬 | 0.05% | −424−4.9% | 減碼 |
| Fairview Capital Investment Management, LLC | 8,255 | $49.0 萬 | 0.03% | −850−9.3% | 減碼 |
| Wealth Architects, LLC | 8,253 | $49.0 萬 | 0.06% | −31−0.4% | 減碼 |
| Intrust Bank NA | 8,208 | $48.8 萬 | 0.05% | −323−3.8% | 減碼 |
| Everpar Advisors LLC | 8,144 | $48.4 萬 | 0.24% | +536+7.0% | 加碼 |
| Cutler Investment Counsel LLC | 8,136 | $48.3 萬 | 0.07% | 00.0% | 不變 |
| Berger Financial Group, Inc | 8,130 | $48.3 萬 | 0.04% | +716+9.7% | 加碼 |
| LRI Investments, LLC | 8,122 | $48.2 萬 | 0.05% | +3,437+73.4% | 加碼 |
| Beta Wealth Group, Inc. | 8,116 | $48.2 萬 | 0.23% | −12−0.1% | 減碼 |
| Nilsine Partners, LLC | 8,110 | $48.2 萬 | 0.06% | +16+0.2% | 加碼 |
| Monetary Management Group Inc | 8,065 | $47.9 萬 | 0.13% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 8,060 | $47.9 萬 | 0.04% | +1,669+26.1% | 加碼 |
| Old West Investment Management, LLC | 8,037 | $47.7 萬 | 0.21% | +8,037 | 新進 |
| Lauterbach Financial Advisors, LLC | 8,947 | $47.7 萬 | 0.31% | +52+0.6% | 加碼 |
| Destination Wealth Management | 8,021 | $47.6 萬 | 0.02% | +8,021 | 新進 |
| Titleist Asset Management, LLC | 8,020 | $47.6 萬 | 0.07% | +146+1.9% | 加碼 |
| BancFirst Trust & Investment Management | 8,285 | $47.6 萬 | 0.22% | +309+3.9% | 加碼 |
| Field & Main Bank | 8,010 | $47.6 萬 | 0.18% | +1,128+16.4% | 加碼 |
| Lakeside Advisors, INC. | 8,006 | $47.6 萬 | 0.31% | −194−2.4% | 減碼 |
| Sivia Capital Partners, LLC | 7,974 | $47.4 萬 | 0.32% | −2,330−22.6% | 減碼 |
| First Trust Investment Solutions L.P. | 7,974 | $47.4 萬 | 0.07% | +976+13.9% | 加碼 |
| Well Done, LLC | 7,958 | $47.3 萬 | 0.10% | +658+9.0% | 加碼 |
| Interchange Capital Partners, LLC | 7,950 | $47.2 萬 | 0.17% | +4,322+119.1% | 加碼 |
| Old North State Trust, LLC | 7,934 | $47.1 萬 | 0.41% | 00.0% | 不變 |
| Campion Asset Management LLC | 7,855 | $46.7 萬 | 0.37% | −150−1.9% | 減碼 |
| STAR Financial Bank | 7,839 | $46.6 萬 | 0.36% | −418−5.1% | 減碼 |
| Weil Company, Inc. | 7,809 | $46.4 萬 | 0.17% | −14−0.2% | 減碼 |
| McCarthy Asset Management, Inc. | 7,800 | $46.3 萬 | 0.27% | −1,720−18.1% | 減碼 |
| Sky Investment Group LLC | 7,785 | $46.2 萬 | 0.09% | −10−0.1% | 減碼 |
| Auxano Advisors, LLC | 7,783 | $46.2 萬 | 0.13% | +127+1.7% | 加碼 |
| Doliver Advisors, LP | 7,770 | $46.1 萬 | 0.13% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 7,760 | $46.1 萬 | 0.05% | +501+6.9% | 加碼 |
| Financial Insights, Inc. | 7,753 | $46.0 萬 | 0.13% | +4,078+111.0% | 加碼 |
| AlphaCore Capital LLC | 7,753 | $46.0 萬 | 0.11% | −76−1.0% | 減碼 |
| Cambridge Advisors Inc. | 7,714 | $45.8 萬 | 0.11% | +852+12.4% | 加碼 |
| MCF Advisors LLC | 7,701 | $45.7 萬 | 0.03% | −224−2.8% | 減碼 |
| Ghe, LLC | 7,703 | $45.7 萬 | 0.18% | −30−0.4% | 減碼 |
| Mosaic Financial Group, LLC | 7,661 | $45.5 萬 | 0.33% | −964−11.2% | 減碼 |