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 |
|---|---|---|---|---|---|
| Grassi Investment Management | 193,006 | $1,146 萬 | 1.02% | −996−0.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 192,888 | $1,146 萬 | 0.01% | −10,498−5.2% | 減碼 |
| Farmers & Merchants Investments Inc | 192,528 | $1,143 萬 | 0.38% | −1,427−0.7% | 減碼 |
| Paloma Partners Management Co | 192,374 | $1,143 萬 | 0.99% | +146,650+320.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 190,335 | $1,130 萬 | 0.14% | −75,185−28.3% | 減碼 |
| Point72 Europe (London) LLP | 189,300 | $1,124 萬 | 0.95% | +189,300 | 新進 |
| Eagle Global Advisors LLC | 188,855 | $1,122 萬 | 0.59% | +268+0.1% | 加碼 |
| Quantinno Capital Management LP | 184,966 | $1,099 萬 | 0.20% | +9,531+5.4% | 加碼 |
| Veridan Wealth LLC | 137,065 | $1,098 萬 | 4.41% | +137,065 | 新進 |
| New Mexico Educational Retirement Board | 182,916 | $1,086 萬 | 0.38% | 00.0% | 不變 |
| Mark Asset Management LP | 180,359 | $1,071 萬 | 1.42% | +80,697+81.0% | 加碼 |
| EP Wealth Advisors, LLC | 179,282 | $1,065 萬 | 0.11% | +51,234+40.0% | 加碼 |
| First Hawaiian Bank | 179,168 | $1,064 萬 | 0.36% | −31,117−14.8% | 減碼 |
| Avantax Advisory Services, Inc. | 177,557 | $1,055 萬 | 0.08% | +57,807+48.3% | 加碼 |
| Adams Asset Advisors, LLC | 176,833 | $1,050 萬 | 1.37% | −4,485−2.5% | 減碼 |
| BTC Capital Management, Inc. | 175,762 | $1,044 萬 | 0.97% | −3,333−1.9% | 減碼 |
| Element Capital Management LLC | 174,496 | $1,036 萬 | 0.80% | +174,496 | 新進 |
| Parkwood LLC | 172,441 | $1,024 萬 | 1.29% | +28,275+19.6% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 171,534 | $1,019 萬 | 2.12% | +171,534 | 新進 |
| Teza Capital Management LLC | 171,478 | $1,018 萬 | 1.25% | +140,477+453.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 171,183 | $1,017 萬 | 0.34% | +2,669+1.6% | 加碼 |
| Hilton Capital Management, LLC | 170,076 | $1,010 萬 | 0.85% | +3,726+2.2% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 169,510 | $1,007 萬 | 3.94% | 00.0% | 不變 |
| Capital Markets Trading UK LLP | 168,289 | $999.5 萬 | 7.34% | +7,076+4.4% | 加碼 |
| Bokf, NA | 167,527 | $994.9 萬 | 0.18% | +13,313+8.6% | 加碼 |
| Metis Global Partners, LLC | 166,958 | $991.6 萬 | 0.34% | +9,290+5.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 166,663 | $989.8 萬 | 0.17% | +31,695+23.5% | 加碼 |
| F/M Investments LLC | 166,196 | $986.7 萬 | 0.36% | +166,196 | 新進 |
| Black Cypress Capital Management, LLC | 166,051 | $986.2 萬 | 9.41% | −32,564−16.4% | 減碼 |
| Intact Investment Management Inc. | 165,650 | $983.8 萬 | 0.37% | −47,450−22.3% | 減碼 |
| Unisphere Establishment | 165,000 | $979.9 萬 | 0.10% | −40,000−19.5% | 減碼 |
| Headlands Technologies LLC | 163,552 | $971.3 萬 | 1.03% | +163,552 | 新進 |
| Hillman Capital Management, Inc. | 161,123 | $956.9 萬 | 3.38% | −24,681−13.3% | 減碼 |
| Citizens Financial Group Inc | 160,380 | $952.5 萬 | 0.21% | +140,650+712.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 158,972 | $944.1 萬 | 0.52% | +158,972 | 新進 |
| Eagle Asset Management Inc | 154,090 | $933.6 萬 | 0.05% | +5,574+3.8% | 加碼 |
| Ieq Capital, LLC | 156,285 | $928.2 萬 | 0.12% | +17,816+12.9% | 加碼 |
| Consilium Wealth Advisory, LLC | 155,632 | $924.3 萬 | 5.05% | −8,605−5.2% | 減碼 |
| Wedmont Private Capital | 161,963 | $915.7 萬 | 0.58% | +9,053+5.9% | 加碼 |
| QV Investors Inc. | 152,767 | $907.3 萬 | 0.85% | −110,550−42.0% | 減碼 |
| Bessemer Group Inc | 152,430 | $905.2 萬 | 0.02% | +747+0.5% | 加碼 |
| Atlantic Union Bankshares Corp | 151,250 | $898.2 萬 | 0.56% | +52,299+52.9% | 加碼 |
| CSM Advisors, LLC | 151,127 | $897.3 萬 | 0.63% | −7,645−4.8% | 減碼 |
| Sanders Capital, LLC | 150,500 | $893.8 萬 | 0.01% | −24,896,326−99.4% | 減碼 |
| RBF Capital, LLC | 150,000 | $890.9 萬 | 0.52% | 00.0% | 不變 |
| Allworth Financial LP | 149,206 | $883.7 萬 | 0.06% | +39,930+36.5% | 加碼 |
| Los Angeles Capital Management LLC | 148,798 | $883.7 萬 | 0.03% | −104,518−41.3% | 減碼 |
| Clearbridge Investments, LLC | 148,623 | $882.3 萬 | 0.01% | −2,030,656−93.2% | 減碼 |
| GTS Securities LLC | 147,870 | $878.2 萬 | 0.18% | +124,916+544.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 148,297 | $875.1 萬 | 0.02% | −29,280−16.5% | 減碼 |
| New England Asset Management Inc | 147,060 | $873.4 萬 | 1.45% | −2,165−1.5% | 減碼 |
| Marathon Trading Investment Management LLC | 147,031 | $873.2 萬 | 2.34% | −10,000−6.4% | 減碼 |
| Poehling Capital Management, LLC | 146,205 | $868.3 萬 | 2.38% | −1,922−1.3% | 減碼 |
| Alerus Financial NA | 145,713 | $865.4 萬 | 0.65% | −6,953−4.6% | 減碼 |
| Eldred Rock Partners, LLC | 145,635 | $864.9 萬 | 3.61% | +145,635 | 新進 |
| Exchange Traded Concepts, LLC | 144,355 | $857.3 萬 | 0.22% | +144,220+106,829.6% | 加碼 |
| Channing Capital Management, LLC | 143,800 | $854.0 萬 | 0.23% | −25,402−15.0% | 減碼 |
| Hoey Investments, Inc | 143,596 | $852.8 萬 | 1.63% | +16,886+13.3% | 加碼 |
| Resources Investment Advisors, LLC. | 143,062 | $849.6 萬 | 0.11% | +95,853+203.0% | 加碼 |
| AXA S.A. | 142,999 | $849.3 萬 | 0.03% | −91,325−39.0% | 減碼 |
| Blume Capital Management, Inc. | 142,878 | $848.6 萬 | 2.05% | −500−0.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 142,638 | $847.1 萬 | 0.03% | −18,741−11.6% | 減碼 |
| Chesley Taft & Associates LLC | 142,473 | $846.1 萬 | 0.42% | +9,883+7.5% | 加碼 |
| Meritage Portfolio Management | 142,312 | $845.2 萬 | 0.53% | −1,859−1.3% | 減碼 |
| Allianz SE | 142,177 | $844.4 萬 | 0.25% | −225−0.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 141,371 | $839.6 萬 | 0.58% | −4,349−3.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 141,177 | $838.5 萬 | 0.20% | +19,851+16.4% | 加碼 |
| Vinva Investment Management Ltd | 145,656 | $836.4 萬 | 0.43% | +25,788+21.5% | 加碼 |
| Empowered Funds, LLC | 140,706 | $835.7 萬 | 0.14% | +15,987+12.8% | 加碼 |
| Swiss Life Asset Management Ltd | 140,296 | $833.2 萬 | 0.10% | +41,098+41.4% | 加碼 |
| Brinker Capital Investments, LLC | 139,034 | $825.7 萬 | 0.09% | +4,907+3.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 139,034 | $825.7 萬 | 0.09% | +4,907+3.7% | 加碼 |
| Raymond James Trust N.A. | 138,840 | $824.6 萬 | 0.19% | −4,309−3.0% | 減碼 |
| NatWest Group plc | 138,498 | $822.5 萬 | 2.81% | +138,498 | 新進 |
| Tritonpoint Wealth, LLC | 137,701 | $817.8 萬 | 0.79% | −2,325−1.7% | 減碼 |
| Highland Capital Management, LLC | 137,024 | $813.8 萬 | 0.48% | −10,233−6.9% | 減碼 |
| NEOS Investment Management LLC | 135,835 | $806.7 萬 | 0.33% | +43,824+47.6% | 加碼 |
| Jones Financial Companies LLLP | 133,397 | $792.2 萬 | 0.01% | +102,931+337.9% | 加碼 |
| Toroso Investments, LLC | 132,867 | $789.1 萬 | 0.11% | +44,804+50.9% | 加碼 |
| Tufton Capital Management | 131,032 | $778.2 萬 | 1.51% | −972−0.7% | 減碼 |
| Estabrook Capital Management | 130,760 | $776.6 萬 | 1.20% | −3,457−2.6% | 減碼 |
| Hikari Power Ltd | 130,460 | $774.8 萬 | 0.70% | 00.0% | 不變 |
| Hennessy Advisors Inc | 129,300 | $767.9 萬 | 0.29% | −5,200−3.9% | 減碼 |
| Sowell Financial Services LLC | 127,784 | $758.9 萬 | 0.36% | −8,305−6.1% | 減碼 |
| Group One Trading, L.P. | 127,561 | $757.6 萬 | 0.24% | +104,629+456.3% | 加碼 |
| Lido Advisors, LLC | 127,358 | $756.4 萬 | 0.06% | +9,430+8.0% | 加碼 |
| Uncommon Cents Investing LLC | 126,344 | $750.4 萬 | 2.36% | −285−0.2% | 減碼 |
| Empirical Finance, LLC | 126,043 | $748.6 萬 | 0.47% | −11,704−8.5% | 減碼 |
| Sirios Capital Management L P | 125,815 | $747.2 萬 | 1.30% | −1,693−1.3% | 減碼 |
| Picton Mahoney Asset Management | 125,160 | $743.4 萬 | 0.32% | −6,980−5.3% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 125,168 | $743.4 萬 | 0.87% | +1,479+1.2% | 加碼 |
| Monte Financial Group, LLC | 124,707 | $740.6 萬 | 3.27% | −15,895−11.3% | 減碼 |
| Salzhauer Michael | 123,033 | $730.7 萬 | 5.90% | −5,800−4.5% | 減碼 |
| Norinchukin Bank, The | 122,850 | $729.6 萬 | 0.21% | −1,912−1.5% | 減碼 |
| Gibraltar Capital Management, Inc. | 122,727 | $728.9 萬 | 3.30% | +1,652+1.4% | 加碼 |
| Institutional & Family Asset Management, LLC | 121,274 | $720.2 萬 | 1.10% | −4,239−3.4% | 減碼 |
| Olstein Capital Management, L.P. | 121,000 | $718.6 萬 | 1.28% | −9,000−6.9% | 減碼 |
| Sicart Associates LLC | 120,825 | $717.6 萬 | 2.75% | −3,450−2.8% | 減碼 |
| Point72 Hong Kong Ltd | 120,819 | $717.5 萬 | 0.44% | +120,819 | 新進 |
| iA Global Asset Management Inc. | 119,975 | $712.5 萬 | 0.14% | +30,243+33.7% | 加碼 |