跳到主要內容

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。

其他股別WFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ

2024 年第 3 季與 2024 年第 2 季比較

持有 Wells Fargo & Company 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人2024 年第 2 季全部持有人

WFC 的 13F 持有人:2024 年第 2 季與 2024 年第 3 季比較
項目2024 年第 2 季其中尚未申報 2024 年第 3 季2024 年第 3 季變化
持有家數2,264272,248+11
股數25.7 億2.56 億25.3 億+2.10 億 (+9.1%)
市值$1,528 億$151.8 億$1,428 億+$52.4 億 (+3.8%)

27 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(168 家)

2024 年第 3 季季末持有 Wells Fargo & Company、2024 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 168 家。

2024 年第 3 季新進 WFC 的機構
機構股數市值佔組合 %
BlackRock, Inc.259,639,463$146.7 億0.31%
Canoe Financial LP2,871,719$1.61 億3.86%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund576,945$3,259 萬0.33%
Todd Asset Management LLC350,167$1,978 萬0.46%
Janney Montgomery Scott LLC290,010$1,638 萬0.05%
Achmea Investment Management B.V.252,026$1,424 萬0.23%
Andra AP-fonden235,000$1,328 萬0.20%
B. Metzler seel. Sohn & Co. Holding AG208,646$1,179 萬0.12%
Perigon Wealth Management, LLC193,307$1,092 萬0.29%
Weiss Asset Management LP185,004$1,045 萬0.27%
MUFG Securities EMEA plc182,000$1,028 萬0.42%
Quantbot Technologies LP178,772$1,010 萬0.40%
Alpine Bank Wealth Management148,733$840.2 萬1.34%
Algebris (UK) Ltd127,489$646.8 萬2.71%
GLOBALT Investments LLC102,029$576.4 萬0.22%
Oddo BHF Asset Management SAS78,809$445.2 萬0.22%
Sterling Capital Management LLC74,025$418.2 萬0.05%
Aster Capital Management (DIFC) Ltd71,345$403.0 萬0.87%
Algert Global LLC70,478$398.1 萬0.11%
44 Wealth Management LLC54,621$352.6 萬1.24%
BWM Planning, LLC60,015$339.0 萬1.50%
Stevens Capital Management LP48,243$272.5 萬0.39%
Groupama Asset Managment57,811$262.2 萬0.07%
Wolverine Asset Management LLC44,099$249.1 萬0.04%
Hussman Strategic Advisors, Inc.42,000$237.3 萬0.58%
Eisler Capital (UK) Ltd.41,656$235.3 萬0.56%
CWA Asset Management Group, LLC40,719$230.0 萬0.12%
HAP Trading, LLC37,737$213.2 萬1.08%
Shell Asset Management Co35,971$203.2 萬0.09%
Ally Financial Inc.30,000$169.5 萬0.20%
Bayview Asset Management, LLC27,500$155.3 萬0.87%
Crestline Management, LP27,069$152.9 萬0.09%
Graham Capital Management, L.P.26,988$152.5 萬0.05%
Coastwise Capital Group, LLC26,436$149.3 萬1.23%
Howard Capital Management Inc.24,731$139.7 萬0.02%
Synergy Financial Management, LLC24,716$139.6 萬0.21%
Tealwood Asset Management Inc23,964$135.4 萬0.59%
Pflug Koory, LLC21,761$122.9 萬0.60%
RIA Advisory Group LLC21,260$120.1 萬0.42%
Semanteon Capital Management, LP20,929$118.2 萬0.81%
Diametric Capital, LP20,490$115.7 萬0.57%
OneAscent Financial Services LLC20,013$113.1 萬0.81%
Savoie Capital LLC20,000$113.0 萬0.14%
Polianta Ltd19,800$111.8 萬0.52%
Dark Forest Capital Management LP17,481$98.8 萬0.13%
Impact Partnership Wealth, LLC17,424$98.4 萬0.22%
Mangrove Partners16,722$94.5 萬0.09%
CWC Advisors, LLC.16,431$92.8 萬0.92%
Net Worth Advisory Group15,316$86.5 萬0.26%
Argent Financial Group, Inc.14,893$84.1 萬0.10%
Carnegie Lake Advisors LLC14,768$83.4 萬0.33%
Eastern Bank13,989$79.0 萬0.01%
Fox Run Management, L.L.C.13,960$78.9 萬0.18%
Colonial River Wealth Management, LLC13,807$78.0 萬0.39%
DF Dent & Co Inc13,228$74.7 萬0.01%
CenterBook Partners LP13,039$73.7 萬0.05%
Bridgefront Capital, LLC12,841$72.5 萬0.28%
Strategy Asset Managers LLC12,231$69.1 萬0.13%
Hennion & Walsh Asset Management, Inc.11,278$63.7 萬0.03%
Harmony Asset Management LLC11,247$63.5 萬0.23%
Westpac Banking Corp11,235$63.5 萬0.04%
Radnor Capital Management, LLC10,961$61.9 萬0.09%
Sabal Trust CO10,912$61.6 萬0.03%
Private Portfolio Partners LLC10,558$59.6 萬0.11%
Savvy Advisors, Inc.10,487$59.2 萬0.12%
Ocean Capital Management, LLC9,075$51.3 萬0.12%
Meridian Wealth Management, LLC8,929$50.4 萬0.02%
KWB Wealth8,357$49.6 萬0.06%
Promethium Advisors,llc8,689$49.1 萬0.35%
Morse Asset Management, Inc8,614$48.7 萬0.11%
OneAscent Wealth Management LLC8,462$47.8 萬0.18%
Howard Bailey Securities, LLC8,372$47.3 萬0.18%
Integrated Investment Consultants, LLC8,345$47.1 萬0.10%
Gallacher Capital Management LLC8,290$46.8 萬0.22%
Tudor Financial Inc.8,280$46.8 萬0.29%
B.O.S.S. Retirement Advisors, LLC8,000$45.2 萬0.09%
Permanens Capital L.P.7,574$42.8 萬0.09%
Kestra Investment Management, LLC7,570$42.8 萬0.02%
ICONIQ Capital, LLC7,466$42.2 萬0.01%
Wellspring Financial Advisors, LLC7,061$39.9 萬0.05%
Heritage Oak Wealth Advisors LLC7,056$39.9 萬0.18%
Signal Advisors Wealth, LLC7,053$39.8 萬0.06%
Elyxium Wealth, LLC7,036$39.7 萬0.22%
Arbor Investment Advisors, LLC6,671$37.7 萬0.05%
Caxton Associates LP6,530$36.9 萬0.02%
Winning Points Advisors, LLC9,006$36.8 萬0.70%
Diversified Enterprises, LLC6,474$36.6 萬0.04%
Evoke Wealth, LLC6,190$35.0 萬0.01%
Univest Financial Corp6,093$34.4 萬0.02%
Duncan Williams Asset Management, LLC5,981$33.8 萬0.19%
Ariadne Wealth Management, LP4,805$33.5 萬0.18%
Security National Bank of Sioux City Iowa5,689$32.1 萬0.20%
Nwam LLC5,473$30.9 萬0.02%
First Heartland Consultants, Inc.5,477$30.9 萬0.03%
Willis Johnson & Associates, Inc.5,383$30.4 萬0.02%
Susquehanna International Group Ltd.5,345$30.2 萬0.06%
Inspire Advisors, LLC5,292$29.9 萬0.04%
First Fiduciary Investment Counsel, Inc.5,280$29.8 萬0.06%
Marex Group plc5,229$29.5 萬0.01%
Mma Asset Management LLC5,180$29.3 萬0.08%

清倉機構(157 家)

2024 年第 2 季季末持有 Wells Fargo & Company、2024 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 157 家。

2024 年第 3 季清倉 WFC 的機構
機構2024 年第 2 季股數2024 年第 2 季市值
APG Asset Management N.V.7,053,152$3.91 億
Theleme Partners LLP4,651,610$2.76 億
Rokos Capital Management LLP2,917,449$1.73 億
Twinbeech Capital LP1,047,960$6,224 萬
Holocene Advisors, LP771,527$4,582 萬
Zurich Insurance Group Ltd734,102$4,360 萬
Moore Capital Management, LP461,672$2,742 萬
Cinctive Capital Management LP422,050$2,507 萬
Alyeska Investment Group, L.P.421,412$2,503 萬
Walleye Trading LLC293,605$1,744 萬
Quinn Opportunity Partners LLC206,471$1,226 萬
Carlson Capital L P199,300$1,184 萬
Paloma Partners Management Co192,374$1,143 萬
Element Capital Management LLC174,496$1,036 萬
Parkwood LLC172,441$1,024 萬
Unisphere Establishment165,000$979.9 萬
Atom Investors LP105,187$624.7 萬
Symmetry Investments LP97,660$580.0 萬
Leuthold Group, LLC95,501$567.2 萬
Quantitative Investment Management, LLC83,202$494.1 萬
NWK Group, Inc.80,703$479.3 萬
Pearl River Capital, LLC76,731$455.7 萬
Lighthouse Investment Partners, LLC72,708$431.8 萬
Boston Private Wealth LLC52,664$312.8 萬
PCJ Investment Counsel Ltd.48,910$290.5 萬
Parallax Volatility Advisers, L.P.42,930$255.0 萬
Mizuho Markets Americas LLC42,800$254.2 萬
Chiron Investment Management, LLC39,525$234.7 萬
Mirabella Financial Services LLP36,762$218.3 萬
St. Louis Financial Planners Asset Management, LLC32,237$195.3 萬
Nebula Research & Development LLC32,818$194.9 萬
Heartland Advisors Inc31,079$184.6 萬
Greenwood Capital Associates LLC27,636$164.1 萬
Taikang Asset Management (Hong Kong) Co Ltd25,500$151.4 萬
Coastal Investment Advisors, Inc.22,646$134.5 萬
Seneca Financial Advisors LLC21,273$126.3 萬
IMC-Chicago, LLC19,064$113.2 萬
VCI Wealth Management LLC18,889$112.2 萬
USA Financial Portformulas Corp18,815$111.7 萬
Twin Tree Management, LP18,052$107.2 萬
Winthrop Capital Management, LLC17,496$103.9 萬
Symmetry Partners, LLC16,774$99.6 萬
Livforsakringsbolaget Skandia, Omsesidigt15,132$89.9 萬
Glaxis Capital Management, LLC15,000$89.1 萬
Simplex Trading, LLC13,222$78.5 萬
Taika Capital, LP12,450$73.9 萬
Allstate Corp12,200$72.5 萬
VELA Investment Management, LLC11,599$68.9 萬
Par Capital Management Inc10,000$59.4 萬
Boothbay Fund Management, LLC9,761$58.0 萬
Financial Advisory Corp9,292$55.2 萬
McCarthy Asset Management, Inc.7,800$46.3 萬
United Advisor Group, LLC7,280$43.2 萬
Steele Capital Management, Inc.7,257$43.1 萬
Wagner Wealth Management, LLC6,715$39.9 萬
TradeLink Capital LLC6,600$39.2 萬
Bordeaux Wealth Advisors LLC6,517$38.7 萬
Index Fund Advisors, Inc.6,186$36.7 萬
Fenimore Asset Management Inc6,000$35.6 萬
Wayfinding Financial, LLC5,826$34.6 萬
Crewe Advisors LLC5,517$32.8 萬
Ibex Wealth Advisors5,410$32.1 萬
Nelson Capital Management, LLC5,370$31.9 萬
Wallace Capital Management Inc.5,268$31.3 萬
SYSTM Wealth Solutions LLC4,874$28.9 萬
Axq Capital, LP4,799$28.5 萬
Rational Advisors LLC4,797$28.5 萬
Heartwood Wealth Advisors LLC4,718$28.0 萬
Edgestream Partners, L.P.4,578$27.2 萬
Summit Wealth & Retirement Planning, Inc.4,489$26.7 萬
J. Safra Sarasin Holding AG4,419$26.2 萬
Factorial Partners, LLC4,400$26.1 萬
BCJ Capital Management, LLC4,277$25.4 萬
Investment House LLC4,254$25.3 萬
DeepCurrents Investment Group LLC4,223$25.1 萬
Cravens & Co Advisors, LLC4,125$24.5 萬
Custom Index Systems, LLC4,121$24.5 萬
Avaii Wealth Management, LLC4,114$24.4 萬
WealthPLAN Partners, LLC4,106$24.4 萬
Hurlow Wealth Management Group, Inc.4,017$23.9 萬
Amarillo National Bank3,985$23.7 萬
One Wealth Management Investment & Advisory Services, LLC3,963$23.5 萬
First County Bank3,931$23.3 萬
Moloney Securities Asset Management, LLC3,923$23.3 萬
Powers Advisory Group, LLC3,917$23.3 萬
American Trust3,913$23.2 萬
Goldstone Financial Group, LLC3,899$23.2 萬
Full Sail Capital, LLC3,881$23.0 萬
Oak Harbor Wealth Partners, LLC3,839$22.8 萬
Mill Creek Capital Advisors, LLC3,816$22.7 萬
First Foundation Advisors3,797$22.6 萬
WMS Partners, LLC3,753$22.3 萬
Stokes Family Office, LLC3,654$21.7 萬
Copperleaf Capital, LLC3,579$21.3 萬
First American Trust, FSB3,568$21.2 萬
Finer Wealth Management, Inc.3,551$21.1 萬
Pinnacle Wealth Management Group, Inc.3,550$21.1 萬
Wealthquest Corp3,548$21.1 萬
Oxbow Advisors, LLC3,533$21.0 萬
Emergent Wealth Advisors, LLC3,442$21.0 萬

尚未申報 2024 年第 3 季的機構(27 家)

2024 年第 2 季季末持有 Wells Fargo & Company、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 2 季持有 WFC、尚未申報 2024 年第 3 季的機構
機構2024 年第 2 季股數2024 年第 2 季市值
BlackRock Inc.253,970,381$150.8 億
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)559,845$3,325 萬
Payden & Rygel Investment Group330,800$1,965 萬
Veridan Wealth LLC137,065$1,098 萬
Institutional & Family Asset Management, LLC121,274$720.2 萬
Karpas Strategies, LLC62,605$371.8 萬
Buckingham Strategic Wealth, LLC52,487$311.7 萬
Global Frontier Investments LLC48,661$290.0 萬
Hyman Charles D34,951$207.6 萬
Bank Pictet & Cie (Asia) Ltd33,821$200.9 萬
Benjamin F. Edwards & Company, Inc.30,661$182.1 萬
Hoylecohen, LLC28,933$171.8 萬
Wunderlich Capital Managemnt24,396$144.9 萬
Abbrea Capital, LLC15,403$91.5 萬
Perennial Advisors, LLC14,948$88.8 萬
Heritage Wealth Management, LLC12,833$76.2 萬
PFW Advisors LLC11,152$66.2 萬
Gratus Capital LLC8,278$49.2 萬
Heritage Trust Co7,322$43.5 萬
JJJ Advisors Inc.5,585$33.2 萬
Girard Partners Ltd.4,810$28.6 萬
Arden Trust Co4,155$24.7 萬
Vantage Financial Partners Ltd., Inc.3,700$22.0 萬
Spotlight Asset Group, Inc.1,091$6.48 萬
Private Ocean, LLC735$4.36 萬
ICA Group Wealth Management, LLC561$3.33 萬
Bradley & Co. Private Wealth Management, LLC534$3.17 萬