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 |
|---|---|---|---|---|---|
| Signature Estate & Investment Advisors LLC | 6,470 | $38.4 萬 | 0.01% | +6,470 | 新進 |
| Ausdal Financial Partners, Inc. | 6,458 | $38.4 萬 | 0.04% | −367−5.4% | 減碼 |
| Sweet Financial Partners, LLC | 6,452 | $38.3 萬 | 0.09% | −197−3.0% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,445 | $38.3 萬 | 0.15% | −106−1.6% | 減碼 |
| Traphagen Investment Advisors LLC | 6,437 | $38.2 萬 | 0.04% | +517+8.7% | 加碼 |
| Flputnam Investment Management Co | 6,435 | $38.2 萬 | 0.01% | +613+10.5% | 加碼 |
| Fruth Investment Management | 6,418 | $38.1 萬 | 0.10% | −100−1.5% | 減碼 |
| Cape Investment Advisory, Inc. | 6,407 | $38.1 萬 | 0.17% | −164−2.5% | 減碼 |
| TBH Global Asset Management, LLC | 6,382 | $37.9 萬 | 0.08% | 00.0% | 不變 |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,370 | $37.8 萬 | 0.09% | +1,186+22.9% | 加碼 |
| AA Financial Advisors, LLC | 6,365 | $37.8 萬 | 0.13% | −155−2.4% | 減碼 |
| Change Path, LLC | 6,352 | $37.7 萬 | 0.02% | −2,926−31.5% | 減碼 |
| Financial Advocates Investment Management | 6,347 | $37.7 萬 | 0.02% | +408+6.9% | 加碼 |
| CFO4Life Group, LLC | 6,344 | $37.7 萬 | 0.07% | +1,002+18.8% | 加碼 |
| Dempze Nancy E | 6,302 | $37.4 萬 | 0.26% | +6,302 | 新進 |
| First Financial Corp | 6,286 | $37.3 萬 | 0.19% | 00.0% | 不變 |
| Seven Mile Advisory | 6,268 | $37.2 萬 | 0.27% | +68+1.1% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 6,245 | $37.1 萬 | 0.19% | −145−2.3% | 減碼 |
| Allegheny Financial Group LTD | 6,241 | $37.1 萬 | 0.11% | −24−0.4% | 減碼 |
| Legacy Bridge, LLC | 6,229 | $37.0 萬 | 0.22% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 6,226 | $37.0 萬 | 0.03% | −98,933−94.1% | 減碼 |
| Heritage Investment Group, Inc. | 6,205 | $36.9 萬 | 0.08% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 6,200 | $36.8 萬 | 0.02% | −900−12.7% | 減碼 |
| Allen Capital Group, LLC | 6,200 | $36.8 萬 | 0.05% | +133+2.2% | 加碼 |
| Wealthstream Advisors, Inc. | 6,196 | $36.8 萬 | 0.13% | +96+1.6% | 加碼 |
| Camden National Bank | 6,194 | $36.8 萬 | 0.06% | +6,194 | 新進 |
| Epiq Partners, LLC | 6,190 | $36.8 萬 | 0.25% | 00.0% | 不變 |
| Index Fund Advisors, Inc. | 6,186 | $36.7 萬 | 0.02% | +6,186 | 新進 |
| M3 Advisory Group, LLC | 6,128 | $36.4 萬 | 0.30% | +200+3.4% | 加碼 |
| CoreFirst Bank & Trust | 6,125 | $36.4 萬 | 0.24% | −70−1.1% | 減碼 |
| Silverlake Wealth Management LLC | 6,093 | $36.2 萬 | 0.15% | +513+9.2% | 加碼 |
| Verus Capital Partners, LLC | 6,080 | $36.1 萬 | 0.04% | +1,207+24.8% | 加碼 |
| Lakeridge Wealth Management LLC | 6,079 | $36.1 萬 | 0.22% | +6,079 | 新進 |
| Family Firm, Inc. | 6,064 | $36.0 萬 | 0.08% | −82−1.3% | 減碼 |
| SeaBridge Investment Advisors LLC | 6,045 | $35.9 萬 | 0.09% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 6,041 | $35.9 萬 | 0.30% | +20.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 6,032 | $35.8 萬 | 0.00% | 00.0% | 不變 |
| Narus Financial Partners, LLC | 6,024 | $35.8 萬 | 0.14% | +851+16.5% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 6,014 | $35.7 萬 | 0.06% | +165+2.8% | 加碼 |
| 180 Wealth Advisors, LLC | 5,936 | $35.7 萬 | 0.06% | +5,936 | 新進 |
| Fenimore Asset Management Inc | 6,000 | $35.6 萬 | 0.01% | 00.0% | 不變 |
| Josh Arnold Investment Consultant, LLC | 6,000 | $35.6 萬 | 0.30% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 5,997 | $35.6 萬 | 0.08% | +19+0.3% | 加碼 |
| Burton Enright Welch | 5,996 | $35.6 萬 | 0.08% | −155−2.5% | 減碼 |
| Arrow Financial Corp | 5,993 | $35.6 萬 | 0.03% | −280−4.5% | 減碼 |
| Stiles Financial Services Inc | 5,986 | $35.6 萬 | 0.14% | −567−8.7% | 減碼 |
| LongView Wealth Management | 5,981 | $35.5 萬 | 0.13% | +5,981 | 新進 |
| SPC Financial, Inc. | 5,957 | $35.4 萬 | 0.03% | +10.0% | 加碼 |
| Oliver Luxxe Assets LLC | 5,941 | $35.3 萬 | 0.07% | +39+0.7% | 加碼 |
| Encompass More Asset Management | 5,936 | $35.3 萬 | 0.25% | +512+9.4% | 加碼 |
| Atwood & Palmer Inc | 5,925 | $35.2 萬 | 0.03% | 00.0% | 不變 |
| Pioneer Trust Bank N A | 5,900 | $35.0 萬 | 0.09% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 5,897 | $35.0 萬 | 0.20% | +203+3.6% | 加碼 |
| Investment Advisory Group, LLC | 5,883 | $34.9 萬 | 0.14% | +21+0.4% | 加碼 |
| Cornerstone Wealth Group, LLC | 5,881 | $34.9 萬 | 0.03% | +842+16.7% | 加碼 |
| Arcataur Capital Management LLC | 5,854 | $34.8 萬 | 0.12% | −60−1.0% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 5,972 | $34.8 萬 | 0.28% | +660+12.4% | 加碼 |
| Wayfinding Financial, LLC | 5,826 | $34.6 萬 | 0.19% | −413−6.6% | 減碼 |
| Ballast, Inc. | 5,813 | $34.5 萬 | 0.11% | +123+2.2% | 加碼 |
| Blue Barn Wealth, LLC | 5,812 | $34.5 萬 | 0.19% | +315+5.7% | 加碼 |
| Zullo Investment Group, Inc. | 5,804 | $34.5 萬 | 0.15% | −4−0.1% | 減碼 |
| Callan Capital, LLC | 5,804 | $34.5 萬 | 0.03% | +342+6.3% | 加碼 |
| MSH Capital Advisors LLC | 5,781 | $34.3 萬 | 0.11% | +11+0.2% | 加碼 |
| Indiana Trust & Investment Management CO | 5,780 | $34.3 萬 | 0.13% | +765+15.3% | 加碼 |
| Smithfield Trust Co | 5,753 | $34.2 萬 | 0.02% | −75−1.3% | 減碼 |
| Parsons Capital Management Inc | 5,754 | $34.2 萬 | 0.02% | 00.0% | 不變 |
| Visionary Wealth Advisors | 5,745 | $34.1 萬 | 0.02% | −669−10.4% | 減碼 |
| Slagle Financial, LLC | 5,731 | $34.0 萬 | 0.17% | −39,131−87.2% | 減碼 |
| GYL Financial Synergies, LLC | 5,719 | $34.0 萬 | 0.03% | −1,478−20.5% | 減碼 |
| Narwhal Capital Management | 5,710 | $33.9 萬 | 0.03% | −58−1.0% | 減碼 |
| Summit Global Investments | 5,713 | $33.9 萬 | 0.02% | −112−1.9% | 減碼 |
| Cascade Financial Partners, LLC | 5,663 | $33.6 萬 | 0.04% | −1,000−15.0% | 減碼 |
| Bank of Hawaii | 5,651 | $33.6 萬 | 0.02% | +908+19.1% | 加碼 |
| G2 Capital Management, LLC | 5,647 | $33.5 萬 | 0.10% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 5,637 | $33.5 萬 | 0.10% | +197+3.6% | 加碼 |
| APCM Wealth Management for Individuals | 5,629 | $33.4 萬 | 0.05% | −417−6.9% | 減碼 |
| Five Oceans Advisors | 5,619 | $33.4 萬 | 0.17% | +1,216+27.6% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 5,614 | $33.3 萬 | 0.08% | −275−4.7% | 減碼 |
| McAdam, LLC | 5,609 | $33.3 萬 | 0.02% | +178+3.3% | 加碼 |
| Detalus Advisors, LLC | 5,600 | $33.3 萬 | 0.11% | 00.0% | 不變 |
| JJJ Advisors Inc. | 5,585 | $33.2 萬 | 0.07% | +101+1.8% | 加碼 |
| Smith, Moore & Co. | 5,562 | $33.0 萬 | 0.03% | −965−14.8% | 減碼 |
| Red Door Wealth Management, LLC | 5,549 | $33.0 萬 | 0.06% | −1,086−16.4% | 減碼 |
| Pensionmark Financial Group, LLC | 5,531 | $32.8 萬 | 0.02% | +5,531 | 新進 |
| Icapital Wealth LLC | 5,530 | $32.8 萬 | 0.18% | −1,970−26.3% | 減碼 |
| Crewe Advisors LLC | 5,517 | $32.8 萬 | 0.04% | +306+5.9% | 加碼 |
| Legacy Private Trust Co. | 5,505 | $32.7 萬 | 0.02% | +300+5.8% | 加碼 |
| Advisory Alpha, LLC | 5,490 | $32.6 萬 | 0.01% | +270+5.2% | 加碼 |
| China Universal Asset Management Co., Ltd. | 5,484 | $32.6 萬 | 0.05% | −1,808−24.8% | 減碼 |
| Weinberger Asset Management, Inc | 5,470 | $32.5 萬 | 0.15% | +28+0.5% | 加碼 |
| Eagle Harbor Asset Management Inc | 5,457 | $32.4 萬 | 0.35% | 00.0% | 不變 |
| Howard Capital Management Group, LLC | 5,450 | $32.4 萬 | 0.02% | 00.0% | 不變 |
| Register Financial Advisors LLC | 5,425 | $32.2 萬 | 0.16% | −195−3.5% | 減碼 |
| Charter Trust Co | 5,412 | $32.1 萬 | 0.02% | 00.0% | 不變 |
| Ibex Wealth Advisors | 5,410 | $32.1 萬 | 0.05% | +5,410 | 新進 |
| HHM Wealth Advisors, LLC | 5,404 | $32.1 萬 | 0.05% | −241−4.3% | 減碼 |
| Bruce G. Allen Investments, LLC | 5,401 | $32.1 萬 | 0.27% | +296+5.8% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 5,395 | $32.0 萬 | 0.05% | +78+1.5% | 加碼 |
| Bridgewealth Advisory Group, LLC | 5,394 | $32.0 萬 | 0.14% | +10.0% | 加碼 |
| Inscription Capital, LLC | 5,390 | $32.0 萬 | 0.05% | 00.0% | 不變 |