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 |
|---|---|---|---|---|---|
| Capital International Sarl | 51,581 | $306.3 萬 | 0.09% | −3,243−5.9% | 減碼 |
| Foster Group, Inc. | 51,523 | $306.0 萬 | 0.12% | +3,494+7.3% | 加碼 |
| D L Carlson Investment Group Inc | 51,475 | $305.7 萬 | 0.59% | −104−0.2% | 減碼 |
| Trust Point Inc. | 51,344 | $304.9 萬 | 0.24% | −1,126−2.1% | 減碼 |
| FineMark National Bank & Trust | 51,136 | $303.7 萬 | 0.11% | +1,361+2.7% | 加碼 |
| Moors & Cabot, Inc. | 51,082 | $303.4 萬 | 0.16% | −5,694−10.0% | 減碼 |
| Jackson Hole Capital Partners, LLC | 50,986 | $302.8 萬 | 0.67% | +95+0.2% | 加碼 |
| Valeo Financial Advisors, LLC | 50,922 | $302.4 萬 | 0.09% | +1,667+3.4% | 加碼 |
| SOL Capital Management CO | 50,823 | $301.8 萬 | 0.36% | −1,320−2.5% | 減碼 |
| Perkins Coie Trust Co | 50,763 | $301.4 萬 | 0.70% | −3,600−6.6% | 減碼 |
| Hamilton Capital Partners Inc. | 50,642 | $300.8 萬 | 0.32% | +2,572+5.4% | 加碼 |
| Huntington National Bank | 50,305 | $298.8 萬 | 0.02% | −787−1.5% | 減碼 |
| Capital Investment Counsel, Inc | 50,262 | $298.5 萬 | 0.45% | +5,081+11.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 50,244 | $298.4 萬 | 0.27% | −456−0.9% | 減碼 |
| Forum Financial Management, LP | 50,141 | $297.8 萬 | 0.05% | +203+0.4% | 加碼 |
| Aft, Forsyth & Sober, LLC | 50,000 | $296.9 萬 | 1.02% | 00.0% | 不變 |
| Quest Partners LLC | 49,700 | $295.2 萬 | 0.40% | +49,700 | 新進 |
| Equitable Holdings, Inc. | 49,526 | $294.1 萬 | 0.03% | +3,416+7.4% | 加碼 |
| Capital Asset Advisory Services LLC | 48,775 | $292.1 萬 | 0.16% | −1,220−2.4% | 減碼 |
| Goelzer Investment Management, Inc. | 49,103 | $291.6 萬 | 0.16% | −2,395−4.7% | 減碼 |
| Advisors Asset Management, Inc. | 49,051 | $291.3 萬 | 0.06% | +7,336+17.6% | 加碼 |
| PCJ Investment Counsel Ltd. | 48,910 | $290.5 萬 | 1.20% | +24,550+100.8% | 加碼 |
| Global Frontier Investments LLC | 48,661 | $290.0 萬 | 0.87% | 00.0% | 不變 |
| Twin City Private Wealth, LLC | 48,568 | $288.4 萬 | 2.72% | +912+1.9% | 加碼 |
| Welch & Forbes LLC | 47,926 | $286.5 萬 | 0.04% | −20,612−30.1% | 減碼 |
| Somerset Group LLC | 47,629 | $282.9 萬 | 2.51% | 00.0% | 不變 |
| Central Trust Co | 47,585 | $282.6 萬 | 0.07% | −3,606−7.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 47,336 | $281.1 萬 | 0.19% | +20,698+77.7% | 加碼 |
| Trust Asset Management LLC | 47,042 | $279.4 萬 | 0.24% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 46,982 | $279.0 萬 | 0.21% | +4,239+9.9% | 加碼 |
| NBT Bank N A | 46,477 | $276.1 萬 | 0.20% | +6,408+16.0% | 加碼 |
| IMS Capital Management | 49,133 | $275.9 萬 | 1.29% | 00.0% | 不變 |
| Pavion Blue Capital, LLC | 46,015 | $273.3 萬 | 1.35% | −281−0.6% | 減碼 |
| 3Chopt Investment Partners, LLC | 45,991 | $273.1 萬 | 0.83% | +1,065+2.4% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $273.0 萬 | 1.07% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 46,706 | $270.7 萬 | 0.44% | 00.0% | 不變 |
| Pitcairn Co | 45,544 | $270.5 萬 | 0.17% | +3,653+8.7% | 加碼 |
| Fiduciary Trust Co | 45,510 | $270.3 萬 | 0.04% | −558−1.2% | 減碼 |
| HTLF Bank | 45,362 | $269.4 萬 | 0.31% | −536−1.2% | 減碼 |
| Avitas Wealth Management LLC | 45,242 | $268.7 萬 | 0.39% | +65+0.1% | 加碼 |
| Kuhn & Co Investment Counsel | 45,030 | $267.4 萬 | 2.40% | −71−0.2% | 減碼 |
| Fiduciary Family Office, LLC | 44,973 | $267.1 萬 | 1.05% | −2,339−4.9% | 減碼 |
| Joel Isaacson & Co., LLC | 44,843 | $266.3 萬 | 0.14% | +176+0.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 44,775 | $265.9 萬 | 0.05% | −3,170−6.6% | 減碼 |
| Coppell Advisory Solutions LLC | 44,643 | $265.1 萬 | 0.44% | +44,643 | 新進 |
| Jacobs Levy Equity Management, Inc | 44,533 | $264.5 萬 | 0.01% | +44,533 | 新進 |
| Geneos Wealth Management Inc. | 44,463 | $264.1 萬 | 0.12% | +2,764+6.6% | 加碼 |
| Peoples Bank | 44,389 | $263.6 萬 | 2.06% | −1,260−2.8% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $263.1 萬 | 0.02% | 00.0% | 不變 |
| Mount Lucas Management LP | 44,271 | $262.9 萬 | 0.93% | −458−1.0% | 減碼 |
| Vise Technologies, Inc. | 44,127 | $262.1 萬 | 0.46% | −94−0.2% | 減碼 |
| Buckingham Strategic Partners | 44,109 | $262.0 萬 | 0.07% | +4,202+10.5% | 加碼 |
| Pring Turner Capital Group Inc | 43,806 | $260.2 萬 | 1.82% | −2,198−4.8% | 減碼 |
| Bank of Stockton | 43,651 | $259.2 萬 | 0.82% | 00.0% | 不變 |
| Argyle Capital Management Inc. | 43,593 | $258.9 萬 | 1.07% | −2,100−4.6% | 減碼 |
| Easterly Investment Partners LLC | 43,583 | $258.8 萬 | 0.23% | −726−1.6% | 減碼 |
| Banque Cantonale Vaudoise | 43,355 | $257.5 萬 | 0.10% | +2,949+7.3% | 加碼 |
| White Pine Capital LLC | 43,323 | $257.3 萬 | 0.98% | −221−0.5% | 減碼 |
| Parallax Volatility Advisers, L.P. | 42,930 | $255.0 萬 | 0.06% | +42,930 | 新進 |
| Paradigm Asset Management Co LLC | 42,852 | $254.5 萬 | 0.71% | −8,200−16.1% | 減碼 |
| Brown Brothers Harriman & Co | 42,825 | $254.3 萬 | 0.02% | −120.0% | 減碼 |
| Premier Path Wealth Partners, LLC | 42,820 | $254.3 萬 | 0.43% | +152+0.4% | 加碼 |
| Mizuho Markets Americas LLC | 42,800 | $254.2 萬 | 0.07% | +42,800 | 新進 |
| Prime Capital Investment Advisors, LLC | 42,708 | $253.6 萬 | 0.04% | −5,600−11.6% | 減碼 |
| Cullinan Associates Inc | 42,645 | $253.3 萬 | 0.14% | +10,500+32.7% | 加碼 |
| Franklin Street Advisors Inc | 42,578 | $252.9 萬 | 0.18% | +200.0% | 加碼 |
| Brighton Jones LLC | 42,550 | $252.7 萬 | 0.08% | −3,508−7.6% | 減碼 |
| Stonegate Investment Group, LLC | 42,479 | $252.3 萬 | 0.07% | +3,554+9.1% | 加碼 |
| Meridian Wealth Partners, LLC | 42,449 | $252.1 萬 | 0.45% | +274+0.6% | 加碼 |
| Gs Investments, Inc. | 42,400 | $251.8 萬 | 1.19% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 42,277 | $251.1 萬 | 0.06% | −5,509−11.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 42,269 | $251.0 萬 | 0.19% | +31,941+309.3% | 加碼 |
| Naviter Wealth, LLC | 42,113 | $250.1 萬 | 0.37% | +519+1.2% | 加碼 |
| Choate Investment Advisors | 41,896 | $248.8 萬 | 0.07% | +310+0.7% | 加碼 |
| Centaurus Financial, Inc. | 41,811 | $248.3 萬 | 0.17% | −320−0.8% | 減碼 |
| Smith, Salley & Associates | 41,761 | $248.0 萬 | 0.18% | +530+1.3% | 加碼 |
| LGT Fund Management Co Ltd. | 41,716 | $247.8 萬 | 0.31% | +41,716 | 新進 |
| Wynn Capital, LLC | 41,556 | $246.8 萬 | 1.83% | +332+0.8% | 加碼 |
| Venture Visionary Partners LLC | 41,192 | $244.7 萬 | 0.11% | +3,194+8.4% | 加碼 |
| Shayne & Co., LLC | 40,977 | $243.4 萬 | 0.68% | 00.0% | 不變 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,830 | $242.5 萬 | 0.67% | +930+2.3% | 加碼 |
| HM Payson & Co | 40,804 | $242.3 萬 | 0.04% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 40,760 | $242.1 萬 | 0.08% | +7,235+21.6% | 加碼 |
| KCM Investment Advisors LLC | 40,740 | $242.0 萬 | 0.09% | +132+0.3% | 加碼 |
| Round Hill Asset Management | 40,567 | $240.9 萬 | 1.54% | −980−2.4% | 減碼 |
| Oppenheimer & Co Inc | 40,327 | $239.5 萬 | 0.04% | −12,307−23.4% | 減碼 |
| River & Mercantile Asset Management LLP | 40,075 | $238.0 萬 | 0.65% | −986−2.4% | 減碼 |
| Portfolio Design Labs, LLC | 39,886 | $236.9 萬 | 0.73% | +4,110+11.5% | 加碼 |
| United Asset Strategies, Inc. | 39,794 | $236.3 萬 | 0.23% | −1,386−3.4% | 減碼 |
| Tower Bridge Advisors | 39,721 | $235.9 萬 | 0.26% | −750−1.9% | 減碼 |
| Chiron Investment Management, LLC | 39,525 | $234.7 萬 | 0.92% | +39,525 | 新進 |
| Koss-Olinger Consulting, LLC | 39,501 | $234.6 萬 | 0.22% | +33,701+581.1% | 加碼 |
| Quadrant Capital Group LLC | 39,285 | $233.3 萬 | 0.17% | +2,547+6.9% | 加碼 |
| Ethic Inc. | 39,029 | $231.8 萬 | 0.05% | +4,936+14.5% | 加碼 |
| Snowden Capital Advisors LLC | 38,989 | $231.6 萬 | 0.07% | −5,488−12.3% | 減碼 |
| Ascent Group, LLC | 38,934 | $231.2 萬 | 0.19% | +3,347+9.4% | 加碼 |
| Stableford Capital II LLC | 37,915 | $230.9 萬 | 0.91% | −36−0.1% | 減碼 |
| Leonteq Securities AG | 38,813 | $230.5 萬 | 0.32% | +19,231+98.2% | 加碼 |
| Cunning Capital Partners, LP | 38,675 | $229.7 萬 | 1.31% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 38,671 | $229.7 萬 | 0.18% | −1,738−4.3% | 減碼 |