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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 5,377 | $31.9 萬 | 0.04% | +161+3.1% | 加碼 |
| Optas, LLC | 5,376 | $31.9 萬 | 0.08% | +466+9.5% | 加碼 |
| Nelson Capital Management, LLC | 5,370 | $31.9 萬 | 0.06% | +5,370 | 新進 |
| Alaethes Wealth LLC | 5,363 | $31.8 萬 | 0.13% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 5,362 | $31.8 萬 | 0.06% | +622+13.1% | 加碼 |
| Aviso Financial Inc. | 5,358 | $31.8 萬 | 0.02% | +5,358 | 新進 |
| Security National Bank of So Dak | 5,357 | $31.8 萬 | 0.19% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 5,332 | $31.7 萬 | 0.02% | −3,511−39.7% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 5,320 | $31.6 萬 | 0.19% | −340−6.0% | 減碼 |
| Duncker Streett & Co Inc | 5,318 | $31.6 萬 | 0.06% | −124−2.3% | 減碼 |
| New Republic Capital, LLC | 5,316 | $31.6 萬 | 0.16% | +195+3.8% | 加碼 |
| Jacobsen Capital Management | 5,310 | $31.5 萬 | 0.14% | +389+7.9% | 加碼 |
| CKW Financial Group | 5,200 | $31.5 萬 | 0.04% | −1,200−18.8% | 減碼 |
| Constitution Capital LLC | 5,300 | $31.5 萬 | 0.17% | 00.0% | 不變 |
| Raelipskie Partnership | 5,300 | $31.5 萬 | 0.17% | 00.0% | 不變 |
| Congress Wealth Management LLC | 5,299 | $31.5 萬 | 0.01% | −19,213−78.4% | 減碼 |
| Coastline Trust Co | 5,272 | $31.3 萬 | 0.04% | 00.0% | 不變 |
| Wallace Capital Management Inc. | 5,268 | $31.3 萬 | 0.05% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 6,331 | $31.2 萬 | 0.02% | 00.0% | 不變 |
| Matrix Private Capital Group LLC | 5,244 | $31.1 萬 | 0.20% | +73+1.4% | 加碼 |
| Beach Investment Counsel Inc | 5,233 | $31.1 萬 | 0.04% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 5,222 | $31.0 萬 | 0.21% | −1,143−18.0% | 減碼 |
| Boston Mountain Money Management Inc | 5,210 | $30.9 萬 | 0.20% | 00.0% | 不變 |
| Denver Wealth Management, Inc. | 5,210 | $30.9 萬 | 0.15% | −210−3.9% | 減碼 |
| MKT Advisors LLC | 5,149 | $30.8 萬 | 0.15% | +8+0.2% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 5,188 | $30.8 萬 | 0.07% | +927+21.8% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,187 | $30.8 萬 | 0.02% | +10.0% | 加碼 |
| Regent Peak Wealth Advisors LLC | 5,172 | $30.7 萬 | 0.08% | +272+5.6% | 加碼 |
| Pegasus Partners Ltd. | 5,154 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| Chapin Davis, Inc. | 5,133 | $30.5 萬 | 0.10% | −27−0.5% | 減碼 |
| Mayflower Financial Advisors, LLC | 5,132 | $30.5 萬 | 0.05% | +661+14.8% | 加碼 |
| Hohimer Wealth Management, LLC | 5,123 | $30.4 萬 | 0.07% | −200−3.8% | 減碼 |
| Burt Wealth Advisors | 5,117 | $30.4 萬 | 0.08% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,113 | $30.4 萬 | 0.05% | +29+0.6% | 加碼 |
| Ellevest, Inc. | 5,110 | $30.3 萬 | 0.02% | −127−2.4% | 減碼 |
| Whalerock Point Partners, LLC | 5,108 | $30.3 萬 | 0.08% | 00.0% | 不變 |
| Birch Hill Investment Advisors LLC | 5,079 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| AXS Investments LLC | 5,052 | $30.0 萬 | 0.08% | −1,289−20.3% | 減碼 |
| Mokosak Advisory Group, LLC | 5,041 | $29.9 萬 | 0.10% | +26+0.5% | 加碼 |
| Larson Financial Group LLC | 5,032 | $29.9 萬 | 0.02% | +3,305+191.4% | 加碼 |
| Howe & Rusling Inc | 5,029 | $29.9 萬 | 0.03% | −310−5.8% | 減碼 |
| Colonial Trust Advisors | 5,007 | $29.7 萬 | 0.03% | +373+8.0% | 加碼 |
| Verity & Verity, LLC | 5,001 | $29.7 萬 | 0.03% | 00.0% | 不變 |
| Puzo Michael J | 5,000 | $29.7 萬 | 0.08% | 00.0% | 不變 |
| Hourglass Capital, LLC | 5,000 | $29.7 萬 | 0.09% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 5,000 | $29.7 萬 | 0.13% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,926 | $29.7 萬 | 0.00% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 4,993 | $29.7 萬 | 0.04% | +349+7.5% | 加碼 |
| Quantum Financial Advisors, LLC | 4,992 | $29.6 萬 | 0.05% | 00.0% | 不變 |
| Concord Asset Management, LLC | 4,988 | $29.6 萬 | 0.07% | +658+15.2% | 加碼 |
| CBOE Vest Financial, LLC | 4,977 | $29.6 萬 | 0.01% | −93−1.8% | 減碼 |
| Leo Wealth, LLC | 4,915 | $29.4 萬 | 0.03% | +168+3.5% | 加碼 |
| GFS Advisors, LLC | 400 | $29.4 萬 | 0.05% | −4,548−91.9% | 減碼 |
| WoodTrust Financial Corp | 4,947 | $29.4 萬 | 0.05% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 4,949 | $29.4 萬 | 0.02% | +4,949 | 新進 |
| Strategic Blueprint, LLC | 4,947 | $29.4 萬 | 0.02% | −946−16.1% | 減碼 |
| Founders Capital Management | 4,942 | $29.3 萬 | 0.19% | 00.0% | 不變 |
| Baron Wealth Management LLC | 4,940 | $29.3 萬 | 0.15% | −567−10.3% | 減碼 |
| Willner & Heller, LLC | 4,937 | $29.3 萬 | 0.28% | +29+0.6% | 加碼 |
| Prelude Capital Management, LLC | 4,923 | $29.2 萬 | 0.02% | +860+21.2% | 加碼 |
| Sachetta, LLC | 4,867 | $29.2 萬 | 0.13% | +213+4.6% | 加碼 |
| Successful Portfolios LLC | 4,915 | $29.2 萬 | 0.20% | −1,349−21.5% | 減碼 |
| Check Capital Management Inc | 4,913 | $29.2 萬 | 0.02% | −150−3.0% | 減碼 |
| Walker Asset Management, LLC | 4,908 | $29.1 萬 | 0.20% | +25+0.5% | 加碼 |
| Brave Asset Management Inc | 4,905 | $29.1 萬 | 0.07% | +4,905 | 新進 |
| Penserra Capital Management LLC | 4,897 | $29.1 萬 | 0.00% | −796−14.0% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 5,897 | $29.0 萬 | 0.06% | +625+11.9% | 加碼 |
| Green Square Capital Advisors LLC | 4,884 | $29.0 萬 | 0.04% | −2,518−34.0% | 減碼 |
| SYSTM Wealth Solutions LLC | 4,874 | $28.9 萬 | 0.06% | −26,859−84.6% | 減碼 |
| Cutter & CO Brokerage, Inc. | 4,860 | $28.9 萬 | 0.07% | +8+0.2% | 加碼 |
| Salomon & Ludwin, LLC | 4,857 | $28.8 萬 | 0.03% | −324−6.3% | 減碼 |
| Guardian Wealth Management, Inc. | 4,854 | $28.8 萬 | 0.22% | −370−7.1% | 減碼 |
| Forte Capital LLC | 4,853 | $28.8 萬 | 0.03% | −200−4.0% | 減碼 |
| Vaughan David Investments LLC | 4,845 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| MBL Wealth, LLC | 4,836 | $28.7 萬 | 0.03% | +112+2.4% | 加碼 |
| Waypoint Capital Advisors, LLC | 4,833 | $28.7 萬 | 0.07% | +398+9.0% | 加碼 |
| Connecticut Wealth Management, LLC | 4,817 | $28.6 萬 | 0.01% | +4,817 | 新進 |
| Girard Partners Ltd. | 4,810 | $28.6 萬 | 0.03% | −51−1.0% | 減碼 |
| Wealth Management Associates, Inc. | 4,807 | $28.6 萬 | 0.13% | 00.0% | 不變 |
| Axq Capital, LP | 4,799 | $28.5 萬 | 0.07% | +4,799 | 新進 |
| Rational Advisors LLC | 4,797 | $28.5 萬 | 0.03% | +3,023+170.4% | 加碼 |
| Klingenstein Fields & Co LP | 4,777 | $28.4 萬 | 0.01% | +20.0% | 加碼 |
| Hayek Kallen Investment Management | 4,760 | $28.3 萬 | 0.11% | 00.0% | 不變 |
| Cornerstone Wealth Advisors, Inc. | 4,759 | $28.3 萬 | 0.08% | −190−3.8% | 減碼 |
| Millennium Capital Advisors, LLC | 4,750 | $28.2 萬 | 0.19% | 00.0% | 不變 |
| Gilliland Jeter Wealth Management LLC | 4,748 | $28.2 萬 | 0.09% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 4,739 | $28.1 萬 | 0.07% | −233−4.7% | 減碼 |
| Heartwood Wealth Advisors LLC | 4,718 | $28.0 萬 | 0.03% | +1,235+35.5% | 加碼 |
| Talisman Wealth Advisors LLC | 4,717 | $28.0 萬 | 0.32% | +50+1.1% | 加碼 |
| O'Rourke & Company, Inc | 4,720 | $28.0 萬 | 0.16% | +3+0.1% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 4,709 | $28.0 萬 | 0.04% | −530−10.1% | 減碼 |
| Buckhead Capital Management LLC | 4,689 | $27.8 萬 | 0.09% | +225+5.0% | 加碼 |
| Caldwell Sutter Capital, Inc. | 4,683 | $27.8 萬 | 0.14% | −394−7.8% | 減碼 |
| First Command Advisory Services, Inc. | 4,676 | $27.8 萬 | 0.00% | −76−1.6% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 4,674 | $27.8 萬 | 0.05% | +107+2.3% | 加碼 |
| Alternative Investment Advisors, LLC. | 4,646 | $27.6 萬 | 0.16% | −399−7.9% | 減碼 |
| GW&K Investment Management, LLC | 4,644 | $27.6 萬 | 0.00% | −1,738−27.2% | 減碼 |
| Octavia Wealth Advisors, LLC | 4,643 | $27.6 萬 | 0.04% | +71+1.6% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 4,642 | $27.6 萬 | 0.11% | +4,642 | 新進 |
| Community Trust & Investment Co | 4,619 | $27.4 萬 | 0.02% | 00.0% | 不變 |