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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 79,371 | $471.4 萬 | 0.19% | −3,617−4.4% | 減碼 |
| Farther Finance Advisors, LLC | 76,866 | $465.7 萬 | 0.23% | +63,454+473.1% | 加碼 |
| Level Four Advisory Services, LLC | 77,359 | $459.4 萬 | 0.21% | −4,935−6.0% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $457.3 萬 | 0.57% | 00.0% | 不變 |
| Pearl River Capital, LLC | 76,731 | $455.7 萬 | 0.72% | +42,364+123.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 76,410 | $453.8 萬 | 0.08% | −6,600−8.0% | 減碼 |
| Apollon Wealth Management, LLC | 76,145 | $452.2 萬 | 0.14% | +4,655+6.5% | 加碼 |
| Morningstar Investment Management LLC | 76,128 | $452.1 萬 | 0.47% | −21,673−22.2% | 減碼 |
| Daymark Wealth Partners, LLC | 75,647 | $449.3 萬 | 0.21% | +3,391+4.7% | 加碼 |
| Catalyst Funds Management Pty Ltd | 75,500 | $448.4 萬 | 1.20% | +50,000+196.1% | 加碼 |
| Synovus Financial Corp | 74,923 | $445.0 萬 | 0.06% | +2,013+2.8% | 加碼 |
| Weik Capital Management | 74,798 | $444.2 萬 | 1.90% | −2,600−3.4% | 減碼 |
| Summit Trail Advisors, LLC | 74,786 | $444.2 萬 | 0.12% | +19,790+36.0% | 加碼 |
| HighMark Wealth Management LLC | 74,785 | $444.1 萬 | 2.67% | +100.0% | 加碼 |
| Semmax Financial Advisors Inc. | 82,660 | $440.3 萬 | 1.32% | +4,416+5.6% | 加碼 |
| Greenleaf Trust | 73,967 | $439.3 萬 | 0.04% | +5,697+8.3% | 加碼 |
| Central Pacific Bank - Trust Division | 73,295 | $435.3 萬 | 0.52% | −6,080−7.7% | 減碼 |
| DRW Securities, LLC | 72,875 | $432.6 萬 | 0.27% | +72,875 | 新進 |
| Lighthouse Investment Partners, LLC | 72,708 | $431.8 萬 | 0.24% | +72,708 | 新進 |
| Thompson Siegel & Walmsley LLC | 72,634 | $431.4 萬 | 0.07% | −2,852−3.8% | 減碼 |
| Plato Investment Management Ltd | 72,446 | $430.3 萬 | 0.40% | +6,956+10.6% | 加碼 |
| AIA Group Ltd | 71,699 | $425.8 萬 | 0.12% | +1,807+2.6% | 加碼 |
| CMT Capital Markets Trading GmbH | 71,684 | $425.7 萬 | 1.21% | +71,684 | 新進 |
| Empower Advisory Group, LLC | 71,386 | $424.0 萬 | 0.02% | +5,815+8.9% | 加碼 |
| Gotham Asset Management, LLC | 71,349 | $423.7 萬 | 0.05% | +22,396+45.8% | 加碼 |
| Abner Herrman & Brock LLC | 71,350 | $423.7 萬 | 0.54% | +71,350 | 新進 |
| Bradley Foster & Sargent Inc | 70,539 | $418.9 萬 | 0.08% | −926−1.3% | 減碼 |
| Peapack Gladstone Financial Corp | 69,595 | $413.5 萬 | 0.06% | −1,165−1.6% | 減碼 |
| Lawson Kroeker Investment Management Inc | 69,533 | $413.0 萬 | 0.80% | −582−0.8% | 減碼 |
| Wedbush Securities Inc | 69,140 | $410.6 萬 | 0.15% | −5,547−7.4% | 減碼 |
| Vestcor Inc | 68,840 | $408.8 萬 | 0.14% | −120.0% | 減碼 |
| HighPoint Advisor Group LLC | 67,446 | $404.7 萬 | 0.24% | +6,723+11.1% | 加碼 |
| HB Wealth Management, LLC | 68,106 | $404.5 萬 | 0.05% | +5,198+8.3% | 加碼 |
| Culbertson A N & Co Inc | 67,987 | $403.8 萬 | 0.71% | 00.0% | 不變 |
| SWS Partners | 66,859 | $395.9 萬 | 1.18% | −2,648−3.8% | 減碼 |
| Regions Financial Corp | 65,631 | $389.8 萬 | 0.03% | −17,806−21.3% | 減碼 |
| First National Advisers, LLC | 65,557 | $389.3 萬 | 0.71% | +16,098+32.5% | 加碼 |
| Axxcess Wealth Management, LLC | 65,305 | $387.8 萬 | 0.11% | −7,262−10.0% | 減碼 |
| Oldfather Financial Services, LLC | 64,555 | $383.4 萬 | 1.57% | +30.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 64,136 | $380.9 萬 | 0.05% | +8,883+16.1% | 加碼 |
| Meeder Advisory Services, Inc. | 63,941 | $379.7 萬 | 0.27% | +18,016+39.2% | 加碼 |
| Connable Office Inc | 63,786 | $378.8 萬 | 0.41% | −10,577−14.2% | 減碼 |
| NWF Advisory Services Inc. | 63,533 | $377.3 萬 | 0.60% | −4,908−7.2% | 減碼 |
| Altrafin AG | 63,200 | $375.3 萬 | 1.39% | −25,100−28.4% | 減碼 |
| Independent Advisor Alliance | 62,967 | $374.0 萬 | 0.13% | +410+0.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 62,742 | $372.6 萬 | 0.05% | −113−0.2% | 減碼 |
| Karpas Strategies, LLC | 62,605 | $371.8 萬 | 1.17% | −3,865−5.8% | 減碼 |
| Guardian Capital Advisors LP | 61,808 | $369.1 萬 | 0.39% | −5,214−7.8% | 減碼 |
| Bleakley Financial Group, LLC | 62,044 | $368.5 萬 | 0.11% | +1,367+2.3% | 加碼 |
| Alberta Investment Management Corp | 61,900 | $367.6 萬 | 0.04% | −22,900−27.0% | 減碼 |
| LGT Group Foundation | 60,968 | $362.1 萬 | 0.06% | −2,366−3.7% | 減碼 |
| Waterloo Capital, L.P. | 60,778 | $361.0 萬 | 0.43% | +131+0.2% | 加碼 |
| Focus Financial Network, Inc. | 59,055 | $359.7 萬 | 0.15% | +654+1.1% | 加碼 |
| Fayez Sarofim & Co | 60,503 | $359.3 萬 | 0.01% | +48,565+406.8% | 加碼 |
| Asio Capital, LLC | 60,125 | $357.1 萬 | 0.73% | +255+0.4% | 加碼 |
| Portside Wealth Group, LLC | 60,076 | $356.8 萬 | 0.68% | −4,488−7.0% | 減碼 |
| DoubleLine ETF Adviser LP | 59,953 | $356.1 萬 | 0.94% | −2,706−4.3% | 減碼 |
| Qtron Investments LLC | 59,947 | $356.0 萬 | 0.51% | +1,655+2.8% | 加碼 |
| Sigma Planning Corp | 59,857 | $355.5 萬 | 0.11% | −4,482−7.0% | 減碼 |
| Pinnacle Financial Partners Inc | 60,673 | $355.1 萬 | 0.08% | −641−1.0% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 59,542 | $353.6 萬 | 2.54% | +40,000+204.7% | 加碼 |
| Lee Danner & Bass Inc | 59,196 | $351.6 萬 | 0.27% | +59,196 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,880 | $349.7 萬 | 0.01% | +9,338+18.8% | 加碼 |
| Williams Jones Wealth Management, LLC. | 58,717 | $348.7 萬 | 0.04% | −93−0.2% | 減碼 |
| Global Retirement Partners, LLC | 58,413 | $346.9 萬 | 0.11% | +8,750+17.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 58,288 | $346.2 萬 | 0.18% | +988+1.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 58,251 | $346.0 萬 | 0.35% | −2,239−3.7% | 減碼 |
| Prudential PLC | 58,162 | $345.4 萬 | 0.02% | −17,332−23.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57,404 | $340.3 萬 | 0.15% | −2,259−3.8% | 減碼 |
| Jefferies Financial Group Inc. | 56,758 | $337.1 萬 | 0.07% | +46,200+437.6% | 加碼 |
| Lowe Brockenbrough & Co Inc | 56,633 | $336.3 萬 | 0.22% | −750−1.3% | 減碼 |
| Parcion Private Wealth LLC | 56,599 | $336.1 萬 | 0.31% | +160.0% | 加碼 |
| Signet Financial Management, LLC | 56,517 | $335.7 萬 | 0.45% | −166−0.3% | 減碼 |
| Wetherby Asset Management Inc | 56,021 | $332.7 萬 | 0.16% | +502+0.9% | 加碼 |
| Signaturefd, LLC | 55,166 | $327.6 萬 | 0.07% | +2,922+5.6% | 加碼 |
| Warren Averett Asset Management, LLC | 55,039 | $326.9 萬 | 0.06% | +5,675+11.5% | 加碼 |
| Mitchell Sinkler & Starr | 55,125 | $326.6 萬 | 0.84% | 00.0% | 不變 |
| Jump Financial, LLC | 54,115 | $321.4 萬 | 0.06% | +22,263+69.9% | 加碼 |
| Stonebridge Capital Advisors LLC | 53,851 | $319.8 萬 | 0.28% | −322−0.6% | 減碼 |
| S&CO Inc | 53,853 | $319.8 萬 | 0.22% | −720−1.3% | 減碼 |
| Associated Banc-Corp | 53,620 | $318.4 萬 | 0.10% | +3,622+7.2% | 加碼 |
| Checchi Capital Advisers, LLC | 53,359 | $316.9 萬 | 0.25% | +643+1.2% | 加碼 |
| Ritholtz Wealth Management | 53,287 | $316.5 萬 | 0.10% | +6,752+14.5% | 加碼 |
| NorthRock Partners, LLC | 53,222 | $316.1 萬 | 0.12% | +1,098+2.1% | 加碼 |
| Quad-Cities Investment Group, LLC | 53,200 | $316.0 萬 | 1.75% | −95−0.2% | 減碼 |
| National Asset Management, Inc. | 53,159 | $315.7 萬 | 0.08% | −14,187−21.1% | 減碼 |
| Cynosure Management, LLC | 53,132 | $315.5 萬 | 0.51% | −123−0.2% | 減碼 |
| Cidel Asset Management Inc | 53,127 | $315.5 萬 | 0.24% | −3,565−6.3% | 減碼 |
| Haverford Trust Co | 52,873 | $314.0 萬 | 0.03% | +100+0.2% | 加碼 |
| Capitolis Liquid Global Markets LLC | 52,800 | $313.6 萬 | 0.04% | 00.0% | 不變 |
| Profund Advisors LLC | 52,755 | $313.3 萬 | 0.12% | −3,427−6.1% | 減碼 |
| Boston Private Wealth LLC | 52,664 | $312.8 萬 | 0.08% | −7,247−12.1% | 減碼 |
| Transcend Wealth Collective, LLC | 52,615 | $312.5 萬 | 0.23% | +2,252+4.5% | 加碼 |
| Convergence Investment Partners, LLC | 52,525 | $311.9 萬 | 0.91% | +8,501+19.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 52,487 | $311.7 萬 | 0.03% | −521−1.0% | 減碼 |
| Trajan Wealth LLC | 52,480 | $311.7 萬 | 0.20% | +5,051+10.6% | 加碼 |
| Clear Harbor Asset Management, LLC | 52,268 | $310.4 萬 | 0.27% | 00.0% | 不變 |
| Montag A & Associates Inc | 52,042 | $309.1 萬 | 0.16% | −1,252−2.3% | 減碼 |
| Capital Investment Advisors, LLC | 51,952 | $308.5 萬 | 0.07% | −4,534−8.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 51,801 | $307.6 萬 | 0.45% | +5,522+11.9% | 加碼 |