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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 118,977 | $706.6 萬 | 0.07% | −2,376−2.0% | 減碼 |
| tru Independence LLC | 118,670 | $704.8 萬 | 2.13% | −7,800−6.2% | 減碼 |
| Baxter Bros Inc | 118,236 | $702.2 萬 | 0.92% | −661−0.6% | 減碼 |
| Ategra Capital Management, LLC | 116,957 | $694.6 萬 | 5.95% | −100,256−46.2% | 減碼 |
| RiverFront Investment Group, LLC | 116,630 | $692.7 萬 | 0.18% | +116,630 | 新進 |
| Nomura Holdings Inc | 116,164 | $689.9 萬 | 0.04% | +100,004+618.8% | 加碼 |
| Wittenberg Investment Management, Inc. | 115,697 | $687.1 萬 | 2.34% | −52,180−31.1% | 減碼 |
| Prospera Financial Services Inc | 115,578 | $686.5 萬 | 0.19% | +8,017+7.5% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 115,121 | $683.7 萬 | 0.03% | +4,665+4.2% | 加碼 |
| Chartwell Investment Partners, LLC | 114,112 | $677.7 萬 | 0.24% | −7,133−5.9% | 減碼 |
| Park Avenue Securities LLC | 113,489 | $674.0 萬 | 0.08% | +41,752+58.2% | 加碼 |
| SpiderRock Advisors, LLC | 112,806 | $670.0 萬 | 0.18% | −23,674−17.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 112,448 | $667.8 萬 | 0.45% | −6,317−5.3% | 減碼 |
| MAI Capital Management | 112,141 | $666.0 萬 | 0.07% | +3,348+3.1% | 加碼 |
| DCM Advisors, LLC | 111,284 | $660.9 萬 | 3.49% | −15,282−12.1% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 110,947 | $658.9 萬 | 0.17% | −3,251−2.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 110,941 | $658.9 萬 | 0.36% | +80.0% | 加碼 |
| Rathbone Brothers plc | 109,885 | $652.6 萬 | 0.04% | +1,762+1.6% | 加碼 |
| Beacon Financial Group | 109,105 | $648.0 萬 | 0.74% | −4,055−3.6% | 減碼 |
| TD Waterhouse Canada Inc. | 106,459 | $646.2 萬 | 0.06% | +1,337+1.3% | 加碼 |
| NBW Capital LLC | 106,461 | $632.3 萬 | 1.25% | −2,224−2.0% | 減碼 |
| California First Leasing Corp | 106,400 | $631.9 萬 | 2.83% | 00.0% | 不變 |
| Transform Wealth, LLC | 105,269 | $625.2 萬 | 0.47% | +98,907+1,554.7% | 加碼 |
| Atom Investors LP | 105,187 | $624.7 萬 | 0.62% | +68,356+185.6% | 加碼 |
| First National Bank of Omaha | 104,416 | $620.1 萬 | 0.41% | +24,400+30.5% | 加碼 |
| Advisory Services Network, LLC | 103,578 | $615.1 萬 | 0.13% | +2,507+2.5% | 加碼 |
| Whittier Trust Co | 103,498 | $614.6 萬 | 0.09% | −2,321−2.2% | 減碼 |
| Unison Asset Management LLC | 103,403 | $614.1 萬 | 3.11% | +735+0.7% | 加碼 |
| Long Focus Capital Management, LLC | 103,000 | $611.7 萬 | 0.63% | 00.0% | 不變 |
| Umb Bank N A | 101,713 | $604.1 萬 | 0.10% | +58,388+134.8% | 加碼 |
| United Services Automobile Association | 101,703 | $604.0 萬 | 0.15% | −4,283−4.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 101,567 | $603.2 萬 | 0.07% | −8,662−7.9% | 減碼 |
| Intech Investment Management LLC | 101,487 | $602.7 萬 | 0.07% | −22,580−18.2% | 減碼 |
| TD Private Client Wealth LLC | 101,269 | $601.4 萬 | 0.19% | −6,085−5.7% | 減碼 |
| Wolverine Trading, LLC | 101,121 | $600.6 萬 | 0.10% | +82,804+452.1% | 加碼 |
| Robinson Value Management, Ltd. | 101,069 | $600.2 萬 | 4.18% | −1,815−1.8% | 減碼 |
| Hutchinson Capital Management | 100,630 | $597.6 萬 | 1.22% | −264−0.3% | 減碼 |
| Verition Fund Management LLC | 100,265 | $595.5 萬 | 0.05% | +23,706+31.0% | 加碼 |
| Bard Financial Services, Inc. | 100,160 | $594.9 萬 | 0.62% | −3,950−3.8% | 減碼 |
| Cloverfields Capital Group, LP | 99,711 | $592.2 萬 | 2.00% | −460−0.5% | 減碼 |
| Laurion Capital Management LP | 98,231 | $583.4 萬 | 0.19% | +98,231 | 新進 |
| PFG Advisors | 98,225 | $583.4 萬 | 0.39% | −645−0.7% | 減碼 |
| Symmetry Investments LP | 97,660 | $580.0 萬 | 0.73% | +97,660 | 新進 |
| Clearstead Advisors, LLC | 97,538 | $579.3 萬 | 0.10% | +50,681+108.2% | 加碼 |
| Harvest Portfolios Group Inc. | 96,825 | $575.0 萬 | 0.22% | +1,070+1.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 96,761 | $574.7 萬 | 0.12% | +2,016+2.1% | 加碼 |
| Leuthold Group, LLC | 95,501 | $567.2 萬 | 0.66% | +95,501 | 新進 |
| Ameritas Investment Partners, Inc. | 95,240 | $565.6 萬 | 0.19% | −1,491−1.5% | 減碼 |
| Western Financial Corp | 94,903 | $563.6 萬 | 3.40% | +4,026+4.4% | 加碼 |
| Winslow Asset Management Inc | 94,179 | $559.3 萬 | 1.10% | −1,612−1.7% | 減碼 |
| Simplicity Wealth,LLC | 94,143 | $559.1 萬 | 0.13% | +10,793+12.9% | 加碼 |
| AE Wealth Management LLC | 93,970 | $558.1 萬 | 0.06% | +13,241+16.4% | 加碼 |
| Principal Securities, Inc. | 93,410 | $554.8 萬 | 0.15% | +9,240+11.0% | 加碼 |
| Siemens Fonds Invest GmbH | 93,197 | $553.5 萬 | 0.41% | −165−0.2% | 減碼 |
| Madison Asset Management, LLC | 92,759 | $550.9 萬 | 0.07% | −1,998−2.1% | 減碼 |
| Concentric Wealth Management, LLC | 92,753 | $550.9 萬 | 1.44% | +1,027+1.1% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 92,710 | $550.6 萬 | 2.40% | +20,944+29.2% | 加碼 |
| Callan Family Office, LLC | 92,002 | $546.4 萬 | 1.05% | +537+0.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 91,806 | $545.2 萬 | 0.26% | +1,246+1.4% | 加碼 |
| Hancock Whitney Corp | 91,264 | $542.0 萬 | 0.18% | +80,854+776.7% | 加碼 |
| Continental Advisors LLC | 90,906 | $539.9 萬 | 4.17% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 90,900 | $539.9 萬 | 0.20% | 00.0% | 不變 |
| Savant Capital, LLC | 90,683 | $538.6 萬 | 0.05% | −69−0.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 90,428 | $537.1 萬 | 0.09% | +2,722+3.1% | 加碼 |
| Elgethun Capital Management | 90,015 | $534.6 萬 | 1.35% | −1,625−1.8% | 減碼 |
| Clayton Partners LLC | 89,893 | $533.9 萬 | 4.29% | −905−1.0% | 減碼 |
| Brookmont Capital Management | 89,852 | $533.6 萬 | 2.92% | −2,524−2.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 89,400 | $531.0 萬 | 0.05% | −40,074−31.0% | 減碼 |
| Dorchester Wealth Management Co | 89,123 | $529.3 萬 | 1.02% | −7,660−7.9% | 減碼 |
| Assenagon Asset Management S.A. | 88,985 | $528.5 萬 | 0.01% | +231+0.3% | 加碼 |
| Stephens Inc | 88,980 | $528.5 萬 | 0.08% | −6,838−7.1% | 減碼 |
| Lockheed Martin Investment Management Co | 88,500 | $525.6 萬 | 0.30% | +88,500 | 新進 |
| Mission Wealth Management, LP | 88,468 | $525.4 萬 | 0.14% | −28,250−24.2% | 減碼 |
| Tiaa Trust, National Association | 88,394 | $524.9 萬 | 0.02% | −2,121−2.3% | 減碼 |
| Integrated Wealth Concepts LLC | 88,384 | $524.9 萬 | 0.07% | −3,298−3.6% | 減碼 |
| Gifford Fong Associates | 88,052 | $522.9 萬 | 1.39% | 00.0% | 不變 |
| Drucker Wealth 3.0, LLC | 87,791 | $521.4 萬 | 1.38% | +87,791 | 新進 |
| Richard Bernstein Advisors LLC | 87,213 | $518.0 萬 | 0.11% | 00.0% | 不變 |
| Mill Capital Management, LLC | 86,955 | $516.4 萬 | 0.43% | −1,213−1.4% | 減碼 |
| Veriti Management LLC | 86,755 | $515.2 萬 | 0.32% | +7,748+9.8% | 加碼 |
| Wesleyan Assurance Society | 86,500 | $513.6 萬 | 0.44% | 00.0% | 不變 |
| Argent Trust Co | 86,063 | $511.1 萬 | 0.23% | +7,369+9.4% | 加碼 |
| Banco Santander, S.A. | 85,705 | $509.0 萬 | 0.06% | +13,516+18.7% | 加碼 |
| Woodward Diversified Capital, LLC | 85,183 | $505.9 萬 | 2.97% | 00.0% | 不變 |
| Alpha DNA Investment Management LLC | 85,157 | $505.8 萬 | 2.87% | +42,910+101.6% | 加碼 |
| Bahl & Gaynor Inc | 85,120 | $505.5 萬 | 0.03% | −7,300−7.9% | 減碼 |
| King Luther Capital Management Corp | 84,480 | $501.7 萬 | 0.02% | −21,325−20.2% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 84,275 | $500.5 萬 | 0.51% | −3,463−3.9% | 減碼 |
| Vident Advisory, LLC | 84,075 | $499.3 萬 | 0.14% | +47,128+127.6% | 加碼 |
| Horizon Investments, LLC | 84,272 | $496.7 萬 | 0.14% | −776−0.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 83,572 | $496.3 萬 | 0.42% | +83,572 | 新進 |
| Qsemble Capital Management, LP | 83,540 | $496.1 萬 | 0.94% | +29,760+55.3% | 加碼 |
| Merit Financial Group, LLC | 83,451 | $495.6 萬 | 0.11% | +2,891+3.6% | 加碼 |
| Quantitative Investment Management, LLC | 83,202 | $494.1 萬 | 0.54% | +83,202 | 新進 |
| Longbow Finance SA | 82,926 | $492.5 萬 | 0.51% | −4,643−5.3% | 減碼 |
| CAPROCK Group, Inc. | 82,457 | $489.7 萬 | 0.20% | +42,363+105.7% | 加碼 |
| Barr E S & Co | 81,994 | $487.0 萬 | 0.32% | −2,313−2.7% | 減碼 |
| Kingsview Wealth Management, LLC | 81,433 | $483.6 萬 | 0.11% | +1,272+1.6% | 加碼 |
| NWK Group, Inc. | 80,703 | $479.3 萬 | 2.01% | +80,703 | 新進 |
| Twin Capital Management Inc | 80,543 | $478.3 萬 | 0.56% | +1,084+1.4% | 加碼 |