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 |
|---|---|---|---|---|---|
| Van Strum & Towne Inc. | 7,639 | $45.4 萬 | 0.16% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 7,639 | $45.4 萬 | 0.17% | +144+1.9% | 加碼 |
| Vicus Capital | 7,630 | $45.3 萬 | 0.04% | +1,039+15.8% | 加碼 |
| Ullmann Financial Group, Inc. | 7,582 | $45.0 萬 | 0.06% | −7−0.1% | 減碼 |
| Bristlecone Advisors, LLC | 7,550 | $44.8 萬 | 0.04% | −648−7.9% | 減碼 |
| Thrive Wealth Management, LLC | 7,499 | $44.5 萬 | 0.09% | −119−1.6% | 減碼 |
| Integrity Financial Corp | 7,498 | $44.5 萬 | 0.28% | +7,498 | 新進 |
| Keel Point, LLC | 8,409 | $44.5 萬 | 0.04% | +1,731+25.9% | 加碼 |
| Ambassador Advisors, LLC | 7,485 | $44.5 萬 | 0.08% | −234−3.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 7,440 | $44.2 萬 | 0.02% | +1,413+23.4% | 加碼 |
| Confluence Wealth Services, Inc. | 7,403 | $44.0 萬 | 0.04% | −10−0.1% | 減碼 |
| Sierra Summit Advisors LLC | 7,401 | $44.0 萬 | 0.11% | +467+6.7% | 加碼 |
| Bridge Creek Capital Management LLC | 7,400 | $43.9 萬 | 0.14% | 00.0% | 不變 |
| Intelligence Driven Advisers, LLC | 7,385 | $43.9 萬 | 0.06% | +7,385 | 新進 |
| Stratos Wealth Advisors, LLC | 7,365 | $43.7 萬 | 0.02% | −384−5.0% | 減碼 |
| Moss Adams Wealth Advisors LLC | 7,364 | $43.7 萬 | 0.06% | +1,830+33.1% | 加碼 |
| ERn Financial, LLC | 7,362 | $43.7 萬 | 0.07% | +612+9.1% | 加碼 |
| TCTC Holdings, LLC | 7,353 | $43.7 萬 | 0.02% | +18+0.2% | 加碼 |
| Founders Financial Alliance, LLC | 7,350 | $43.7 萬 | 0.13% | +378+5.4% | 加碼 |
| First Dallas Securities Inc. | 7,350 | $43.7 萬 | 0.19% | 00.0% | 不變 |
| Pacifica Capital Investments, LLC | 7,335 | $43.6 萬 | 0.16% | 00.0% | 不變 |
| Heritage Trust Co | 7,322 | $43.5 萬 | 0.06% | +100+1.4% | 加碼 |
| Delta Investment Management, LLC | 7,320 | $43.5 萬 | 0.10% | 00.0% | 不變 |
| CTC LLC | 7,314 | $43.4 萬 | 0.03% | +7,314 | 新進 |
| Guardian Wealth Advisors, LLC | 7,308 | $43.4 萬 | 0.05% | −16−0.2% | 減碼 |
| Cowa, LLC | 7,300 | $43.4 萬 | 0.23% | −100−1.4% | 減碼 |
| Formidable Asset Management, LLC | 7,295 | $43.3 萬 | 0.07% | −5,232−41.8% | 減碼 |
| First National Bank & Trust Co of Newtown | 7,288 | $43.3 萬 | 0.09% | 00.0% | 不變 |
| United Advisor Group, LLC | 7,280 | $43.2 萬 | 0.13% | +7,280 | 新進 |
| Brown, Lisle/Cummings, Inc. | 7,262 | $43.1 萬 | 0.14% | +3,210+79.2% | 加碼 |
| UMA Financial Services, Inc. | 7,159 | $43.1 萬 | 0.08% | +30.0% | 加碼 |
| Weaver Consulting Group | 7,258 | $43.1 萬 | 0.15% | −1,320−15.4% | 減碼 |
| Steele Capital Management, Inc. | 7,257 | $43.1 萬 | 0.02% | −1,775−19.7% | 減碼 |
| Lynch & Associates | 7,253 | $43.1 萬 | 0.10% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 7,245 | $43.0 萬 | 0.06% | +31+0.4% | 加碼 |
| Addison Capital Co | 7,225 | $42.9 萬 | 0.19% | +1,441+24.9% | 加碼 |
| Alpha Family Trust | 7,220 | $42.9 萬 | 0.25% | 00.0% | 不變 |
| Piscataqua Savings Bank | 7,215 | $42.8 萬 | 0.38% | −38−0.5% | 減碼 |
| Patten & Patten Inc | 7,189 | $42.7 萬 | 0.03% | +1,000+16.2% | 加碼 |
| Concord Wealth Partners | 7,165 | $42.6 萬 | 0.08% | −2,609−26.7% | 減碼 |
| Summit Asset Management, LLC | 7,150 | $42.5 萬 | 0.09% | +350+5.1% | 加碼 |
| Waddell & Associates, LLC | 7,142 | $42.4 萬 | 0.06% | +598+9.1% | 加碼 |
| Mach-1 Financial Group, Inc. | 7,126 | $42.3 萬 | 0.30% | +884+14.2% | 加碼 |
| New Hampshire Trust | 7,105 | $42.2 萬 | 0.10% | 00.0% | 不變 |
| S.A. Mason LLC | 7,103 | $42.2 萬 | 0.24% | 00.0% | 不變 |
| Simmons Bank | 7,101 | $42.2 萬 | 0.03% | −410−5.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 7,089 | $42.1 萬 | 0.04% | −201−2.8% | 減碼 |
| Global Assets Advisory, LLC | 7,076 | $42.0 萬 | 0.67% | −38,436−84.5% | 減碼 |
| John W. Brooker & Co., CPAs | 7,075 | $42.0 萬 | 0.21% | +171+2.5% | 加碼 |
| Wealth Management Partners, LLC | 7,073 | $42.0 萬 | 0.20% | +7,073 | 新進 |
| Sequent Asset Management, LLC | 7,073 | $42.0 萬 | 0.21% | +7,073 | 新進 |
| BancorpSouth Bank | 7,053 | $41.9 萬 | 0.03% | −30−0.4% | 減碼 |
| Kathleen S. Wright Associates Inc. | 7,075 | $41.7 萬 | 0.19% | −19−0.3% | 減碼 |
| Steel Peak Wealth Management LLC | 7,012 | $41.6 萬 | 0.02% | −10,602−60.2% | 減碼 |
| Oxford Financial Group Ltd | 7,010 | $41.6 萬 | 0.03% | +1,895+37.0% | 加碼 |
| Lincoln Capital LLC | 7,006 | $41.6 萬 | 0.09% | +341+5.1% | 加碼 |
| Kearns & Associates LLC | 7,000 | $41.6 萬 | 0.31% | 00.0% | 不變 |
| Westhampton Capital, LLC | 6,990 | $41.5 萬 | 0.23% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 6,984 | $41.5 萬 | 0.04% | −250−3.5% | 減碼 |
| New Wave Wealth Advisors LLC | 6,975 | $41.4 萬 | 0.22% | +6,975 | 新進 |
| Schulhoff & Co Inc | 6,974 | $41.4 萬 | 0.19% | +20.0% | 加碼 |
| Alera Investment Advisors, LLC | 6,940 | $41.2 萬 | 0.05% | +6,940 | 新進 |
| MONECO Advisors, LLC | 6,936 | $41.2 萬 | 0.06% | −37,632−84.4% | 減碼 |
| West Oak Capital, LLC | 6,925 | $41.1 萬 | 0.17% | +550+8.6% | 加碼 |
| Bouchey Financial Group Ltd | 6,916 | $41.0 萬 | 0.04% | +30.0% | 加碼 |
| Fortem Financial Group, LLC | 6,900 | $41.0 萬 | 0.18% | −187−2.6% | 減碼 |
| Ssi Investment Management LLC | 6,878 | $40.8 萬 | 0.03% | −8−0.1% | 減碼 |
| Richard W. Paul & Associates, LLC | 6,834 | $40.6 萬 | 0.16% | −84−1.2% | 減碼 |
| Morris Financial Concepts, Inc. | 6,811 | $40.5 萬 | 0.19% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 6,797 | $40.4 萬 | 0.03% | 00.0% | 不變 |
| Means Investment Co., Inc. | 6,793 | $40.3 萬 | 0.05% | +730+12.0% | 加碼 |
| Belmont Capital, LLC | 6,790 | $40.3 萬 | 0.08% | +2,085+44.3% | 加碼 |
| Modern Wealth Management, LLC | 6,779 | $40.3 萬 | 0.03% | +2,154+46.6% | 加碼 |
| Diversified, LLC | 6,778 | $40.3 萬 | 0.05% | +758+12.6% | 加碼 |
| Evolution Advisers, Inc. | 6,783 | $40.2 萬 | 0.23% | −28−0.4% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 7,048 | $40.2 萬 | 0.01% | +3,405+93.5% | 加碼 |
| Aprio Wealth Management, LLC | 6,749 | $40.1 萬 | 0.07% | +1,039+18.2% | 加碼 |
| Drexel Morgan & Co. | 6,747 | $40.1 萬 | 0.09% | 00.0% | 不變 |
| Front Row Advisors LLC | 6,725 | $39.9 萬 | 0.14% | +196+3.0% | 加碼 |
| Plante Moran Financial Advisors, LLC | 6,722 | $39.9 萬 | 0.04% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 6,718 | $39.9 萬 | 0.02% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 6,715 | $39.9 萬 | 0.12% | −15−0.2% | 減碼 |
| Cassaday & Co Wealth Management LLC | 6,699 | $39.8 萬 | 0.01% | −6,535−49.4% | 減碼 |
| Canopy Partners, LLC | 6,692 | $39.7 萬 | 0.18% | +190+2.9% | 加碼 |
| Atlas Brown,Inc. | 6,673 | $39.6 萬 | 0.14% | +495+8.0% | 加碼 |
| Zions Bancorporation, N.A. | 6,666 | $39.6 萬 | 0.03% | −3,068−31.5% | 減碼 |
| ERTS Wealth Advisors, LLC | 6,660 | $39.6 萬 | 0.08% | −13−0.2% | 減碼 |
| Great Waters Wealth Management | 6,652 | $39.5 萬 | 0.06% | +6,652 | 新進 |
| Transamerica Financial Advisors, Inc. | 6,604 | $39.3 萬 | 0.04% | 00.0% | 不變 |
| TradeLink Capital LLC | 6,600 | $39.2 萬 | 1.13% | +6,600 | 新進 |
| Sunflower Bank, N.A. | 6,595 | $39.2 萬 | 0.09% | +434+7.0% | 加碼 |
| WealthShield Partners, LLC | 6,595 | $39.2 萬 | 0.06% | −145−2.2% | 減碼 |
| BNC Wealth Management, LLC | 6,558 | $38.9 萬 | 0.14% | +10.0% | 加碼 |
| E&G Advisors, LP | 6,534 | $38.8 萬 | 0.11% | +472+7.8% | 加碼 |
| Baldwin Brothers Inc | 6,526 | $38.8 萬 | 0.03% | −174−2.6% | 減碼 |
| Bordeaux Wealth Advisors LLC | 6,517 | $38.7 萬 | 0.07% | +6,517 | 新進 |
| Crown Wealth Group, LLC | 6,514 | $38.7 萬 | 0.19% | −680−9.5% | 減碼 |
| Ayrshire Capital Management LLC | 6,500 | $38.6 萬 | 0.20% | +700+12.1% | 加碼 |
| Occidental Asset Management, LLC | 6,481 | $38.5 萬 | 0.07% | +1,011+18.5% | 加碼 |
| Sound Income Strategies, LLC | 6,476 | $38.5 萬 | 0.02% | +91+1.4% | 加碼 |