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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 38,337 | $227.7 萬 | 0.11% | +3,303+9.4% | 加碼 |
| AlphaStar Capital Management, LLC | 38,247 | $227.1 萬 | 0.21% | +5,027+15.1% | 加碼 |
| Wesbanco Bank Inc | 38,092 | $226.2 萬 | 0.08% | −2,206−5.5% | 減碼 |
| Ballentine Partners, LLC | 37,991 | $225.6 萬 | 0.04% | +2,206+6.2% | 加碼 |
| Schnieders Capital Management LLC | 37,954 | $225.4 萬 | 0.46% | −600−1.6% | 減碼 |
| Pallas Capital Advisors LLC | 37,917 | $224.6 萬 | 0.10% | −1,861−4.7% | 減碼 |
| Johnson Financial Group, Inc. | 37,726 | $224.1 萬 | 0.11% | +3,148+9.1% | 加碼 |
| Pictet Bank & Trust Ltd | 37,715 | $224.0 萬 | 2.28% | −300−0.8% | 減碼 |
| Burney Co | 37,574 | $223.2 萬 | 0.09% | −2,820−7.0% | 減碼 |
| Evercore Wealth Management, LLC | 37,554 | $223.0 萬 | 0.04% | −294−0.8% | 減碼 |
| Aspen Grove Capital, LLC | 37,540 | $223.0 萬 | 0.52% | −87−0.2% | 減碼 |
| Yarbrough Capital, LLC | 37,485 | $222.6 萬 | 0.09% | 00.0% | 不變 |
| Legato Capital Management LLC | 37,484 | $222.6 萬 | 0.30% | −17,177−31.4% | 減碼 |
| First Citizens Bank & Trust Co | 37,413 | $222.2 萬 | 0.04% | +300+0.8% | 加碼 |
| Sherbrooke Park Advisers LLC | 37,162 | $220.7 萬 | 0.39% | +13,897+59.7% | 加碼 |
| Coldstream Capital Management Inc | 37,132 | $220.5 萬 | 0.05% | +5,208+16.3% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,035 | $220.0 萬 | 0.47% | −142−0.4% | 減碼 |
| IFP Advisors, Inc | 36,971 | $219.6 萬 | 0.09% | −7,563−17.0% | 減碼 |
| Avestar Capital, LLC | 36,871 | $219.0 萬 | 0.24% | −12,142−24.8% | 減碼 |
| Vista Wealth Management Group, LLC | 36,764 | $218.3 萬 | 0.16% | +148+0.4% | 加碼 |
| Mirabella Financial Services LLP | 36,762 | $218.3 萬 | 0.16% | +18,992+106.9% | 加碼 |
| Moody National Bank Trust Division | 36,693 | $217.9 萬 | 0.17% | +1,518+4.3% | 加碼 |
| Cigna Investments Inc | 36,674 | $217.8 萬 | 0.41% | −1,537−4.0% | 減碼 |
| Triangle Securities Wealth Management | 36,665 | $217.8 萬 | 0.61% | −852−2.3% | 減碼 |
| Oarsman Capital, Inc. | 36,516 | $216.9 萬 | 0.48% | +745+2.1% | 加碼 |
| Sciencast Management LP | 36,261 | $215.4 萬 | 0.75% | +36,261 | 新進 |
| Keystone Wealth Services, LLC | 36,078 | $214.3 萬 | 0.67% | +20.0% | 加碼 |
| Marotta Asset Management | 35,237 | $213.5 萬 | 0.44% | +56+0.2% | 加碼 |
| Azimuth Capital Investment Management LLC | 35,858 | $213.0 萬 | 0.09% | −700−1.9% | 減碼 |
| Crestwood Advisors Group LLC | 35,755 | $212.3 萬 | 0.04% | −2,144−5.7% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 35,641 | $211.7 萬 | 0.60% | +12,268+52.5% | 加碼 |
| Verdence Capital Advisors LLC | 35,633 | $211.6 萬 | 0.19% | +8,798+32.8% | 加碼 |
| Voya Financial Advisors, Inc. | 36,838 | $211.5 萬 | 0.24% | +2,323+6.7% | 加碼 |
| HF Advisory Group, LLC | 35,256 | $209.4 萬 | 1.08% | −3,947−10.1% | 減碼 |
| Selway Asset Management | 35,000 | $207.9 萬 | 0.85% | −19,600−35.9% | 減碼 |
| YHB Investment Advisors, Inc. | 34,998 | $207.9 萬 | 0.18% | −6,316−15.3% | 減碼 |
| Hyman Charles D | 34,951 | $207.6 萬 | 0.12% | −850−2.4% | 減碼 |
| American Money Management, LLC | 34,626 | $205.6 萬 | 0.44% | 00.0% | 不變 |
| Applied Finance Capital Management, LLC | 34,566 | $205.3 萬 | 0.09% | +34,566 | 新進 |
| Cornercap Investment Counsel Inc | 34,432 | $204.5 萬 | 0.33% | −5,000−12.7% | 減碼 |
| Hedges Asset Management LLC | 34,100 | $202.5 萬 | 1.45% | −6,000−15.0% | 減碼 |
| Miller Investment Management, LP | 34,082 | $202.4 萬 | 0.24% | 00.0% | 不變 |
| Bank Pictet & Cie (Asia) Ltd | 33,821 | $200.9 萬 | 0.67% | +1,221+3.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 33,739 | $200.4 萬 | 0.06% | +2,558+8.2% | 加碼 |
| ISAM Funds (UK) Ltd | 33,382 | $198.3 萬 | 1.49% | +33,382 | 新進 |
| Wrapmanager Inc | 33,076 | $196.4 萬 | 0.54% | +1,497+4.7% | 加碼 |
| ZWJ Investment Counsel Inc | 32,948 | $195.7 萬 | 0.09% | +2,500+8.2% | 加碼 |
| St. Louis Financial Planners Asset Management, LLC | 32,237 | $195.3 萬 | 1.68% | −7,330−18.5% | 減碼 |
| Nebula Research & Development LLC | 32,818 | $194.9 萬 | 0.32% | +32,818 | 新進 |
| Silvant Capital Management LLC | 32,814 | $194.9 萬 | 0.09% | −416−1.3% | 減碼 |
| Golden State Equity Partners | 32,791 | $194.7 萬 | 0.41% | +32,791 | 新進 |
| Bennett Selby Investments LP | 32,772 | $194.6 萬 | 0.87% | +40.0% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,594 | $193.6 萬 | 0.94% | +526+1.6% | 加碼 |
| Westmount Partners, LLC | 31,910 | $193.3 萬 | 0.64% | +9,435+42.0% | 加碼 |
| Carret Asset Management, LLC | 32,522 | $193.1 萬 | 0.23% | −875−2.6% | 減碼 |
| Norden Group LLC | 32,516 | $193.1 萬 | 0.39% | −387−1.2% | 減碼 |
| GAMMA Investing LLC | 32,494 | $193.0 萬 | 0.26% | +7,753+31.3% | 加碼 |
| Inceptionr LLC | 32,416 | $192.5 萬 | 0.54% | +5,167+19.0% | 加碼 |
| Iams Wealth Management, LLC | 32,310 | $191.9 萬 | 1.05% | −3,788−10.5% | 減碼 |
| Auxier Asset Management | 32,302 | $191.8 萬 | 0.30% | −1,450−4.3% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $191.2 萬 | 0.59% | 00.0% | 不變 |
| Applied Capital LLC | 32,182 | $191.1 萬 | 1.67% | +48+0.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 32,049 | $190.3 萬 | 0.08% | +17,978+127.8% | 加碼 |
| AF Advisors, Inc. | 32,040 | $190.3 萬 | 0.35% | 00.0% | 不變 |
| Smith Shellnut Wilson LLC | 31,856 | $189.2 萬 | 0.92% | 00.0% | 不變 |
| Parallel Advisors, LLC | 31,797 | $188.8 萬 | 0.05% | −196−0.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 31,705 | $188.3 萬 | 0.09% | +1,551+5.1% | 加碼 |
| Xcel Wealth Management, LLC | 31,609 | $187.7 萬 | 0.59% | −10,970−25.8% | 減碼 |
| Granite Investment Partners, LLC | 31,587 | $187.6 萬 | 0.08% | 00.0% | 不變 |
| Massachusetts Wealth Management | 31,502 | $187.1 萬 | 1.26% | −75−0.2% | 減碼 |
| Marks Group Wealth Management, Inc | 31,412 | $186.6 萬 | 0.20% | −5,481−14.9% | 減碼 |
| Tradition Wealth Management, LLC | 31,394 | $186.4 萬 | 0.18% | +2,577+8.9% | 加碼 |
| Freemont Management S.A. | 31,200 | $185.3 萬 | 1.07% | −153,700−83.1% | 減碼 |
| David Loasby | 31,012 | $185.2 萬 | 0.18% | +2,151+7.5% | 加碼 |
| Dynasty Wealth Management, LLC | 31,181 | $185.2 萬 | 0.05% | +1,865+6.4% | 加碼 |
| Heartland Advisors Inc | 31,079 | $184.6 萬 | 0.10% | −7,785−20.0% | 減碼 |
| Country Club Bank | 32,012 | $183.8 萬 | 0.13% | −1,810−5.4% | 減碼 |
| Peak Asset Management, LLC | 30,847 | $183.2 萬 | 0.36% | −4,032−11.6% | 減碼 |
| Grimes & Company, Inc. | 30,729 | $182.5 萬 | 0.05% | −138−0.4% | 減碼 |
| Conning Inc. | 30,713 | $182.4 萬 | 0.07% | +242+0.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 30,661 | $182.1 萬 | 0.03% | +2,549+9.1% | 加碼 |
| Aigen Investment Management, LP | 30,611 | $181.8 萬 | 0.35% | +30,611 | 新進 |
| Pacifica Partners Inc. | 29,963 | $181.7 萬 | 0.78% | −545−1.8% | 減碼 |
| Scott & Selber, Inc. | 30,549 | $181.4 萬 | 0.58% | +480+1.6% | 加碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $180.5 萬 | 0.11% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 31,119 | $180.4 萬 | 0.02% | +3,613+13.1% | 加碼 |
| Rehmann Capital Advisory Group | 30,305 | $180.0 萬 | 0.13% | −196−0.6% | 減碼 |
| We Are One Seven, LLC | 30,033 | $178.4 萬 | 0.08% | −1,089−3.5% | 減碼 |
| Founders Financial Securities LLC | 29,986 | $178.1 萬 | 0.17% | −309−1.0% | 減碼 |
| Alaska Permanent Fund Corp | 29,947 | $177.7 萬 | 0.03% | −14,698−32.9% | 減碼 |
| Cohen Investment Advisors LLC | 43,451 | $177.5 萬 | 1.43% | −2,427−5.3% | 減碼 |
| Integrated Advisors Network LLC | 29,866 | $177.4 萬 | 0.09% | −870−2.8% | 減碼 |
| Mystic Asset Management, Inc. | 29,814 | $177.1 萬 | 0.72% | −243−0.8% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 29,650 | $176.1 萬 | 0.07% | −5,030−14.5% | 減碼 |
| Shelton Wealth Management, LLC | 29,589 | $175.7 萬 | 1.05% | +22+0.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 29,471 | $175.0 萬 | 0.05% | +1,143+4.0% | 加碼 |
| Marco Investment Management LLC | 29,401 | $174.6 萬 | 0.16% | +1,700+6.1% | 加碼 |
| Evergreen Capital Management LLC | 29,378 | $174.5 萬 | 0.06% | +2,138+7.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 29,322 | $174.1 萬 | 0.03% | +2,843+10.7% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 29,221 | $173.5 萬 | 0.04% | −909−3.0% | 減碼 |