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 3 季 13F 持有人
Wells Fargo & Company 在 2024/9/30 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
- 2,248
- 較 2024 年第 2 季 +11 家
- 持有股數
- 25.3 億
- 較 2024 年第 2 季 +2.10 億 (+9.1%)
- 總市值
- $1,428 億
- 較 2024 年第 2 季 +$52.4 億 (+3.8%)
- 新進機構
- 168
- 另有 780 家加碼
- 清倉機構
- 157
- 另有 927 家減碼
另有 27 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 10,250 | $57.9 萬 | 0.01% | −66,160−86.6% | 減碼 |
| Sheets Smith Wealth Management | 10,255 | $57.9 萬 | 0.07% | −37−0.4% | 減碼 |
| Aigen Investment Management, LP | 10,264 | $58.0 萬 | 0.11% | −20,347−66.5% | 減碼 |
| Kathmere Capital Management, LLC | 10,267 | $58.0 萬 | 0.05% | +1,759+20.7% | 加碼 |
| Catalyst Financial Partners LLC | 10,281 | $58.1 萬 | 0.11% | −425−4.0% | 減碼 |
| Crawford Investment Counsel Inc | 10,290 | $58.1 萬 | 0.01% | −241−2.3% | 減碼 |
| Zuckerman Investment Group, LLC | 10,383 | $58.7 萬 | 0.06% | +415+4.2% | 加碼 |
| All Terrain Financial Advisors, LLC | 10,403 | $58.8 萬 | 0.23% | −900−8.0% | 減碼 |
| Deseret Mutual Benefit Administrators | 10,423 | $58.9 萬 | 0.30% | −610−5.5% | 減碼 |
| Savvy Advisors, Inc. | 10,487 | $59.2 萬 | 0.12% | +10,487 | 新進 |
| Osborne Partners Capital Management, LLC | 10,501 | $59.3 萬 | 0.03% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 10,505 | $59.3 萬 | 0.34% | +210+2.0% | 加碼 |
| Montecito Bank & Trust | 10,505 | $59.3 萬 | 0.10% | −200−1.9% | 減碼 |
| Woodmont Investment Counsel LLC | 10,505 | $59.3 萬 | 0.04% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 10,532 | $59.5 萬 | 0.14% | +59+0.6% | 加碼 |
| Raleigh Capital Management Inc. | 10,535 | $59.5 萬 | 0.23% | +1,222+13.1% | 加碼 |
| Peak Planning Group, LLC | 10,542 | $59.6 萬 | 0.26% | −330−3.0% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,552 | $59.6 萬 | 0.15% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 10,558 | $59.6 萬 | 0.11% | +10,558 | 新進 |
| Avantax Planning Partners, Inc. | 10,561 | $59.7 萬 | 0.02% | −4,462−29.7% | 減碼 |
| First Nebraska Trust Co | 10,615 | $60.0 萬 | 0.06% | −446−4.0% | 減碼 |
| Hikari Tsushin, Inc. | 10,631 | $60.1 萬 | 0.04% | 00.0% | 不變 |
| Carlson Capital Management | 10,646 | $60.1 萬 | 0.03% | −750−6.6% | 減碼 |
| Greenland Capital Management LP | 10,651 | $60.2 萬 | 0.11% | −1,404−11.6% | 減碼 |
| West Family Investments, Inc. | 10,658 | $60.2 萬 | 0.20% | +1,163+12.2% | 加碼 |
| Moss Adams Wealth Advisors LLC | 10,708 | $60.5 萬 | 0.07% | +3,344+45.4% | 加碼 |
| Aviance Capital Partners, LLC | 10,716 | $60.5 萬 | 0.08% | +66+0.6% | 加碼 |
| Tributary Capital Management, LLC | 10,800 | $61.0 萬 | 0.05% | −500−4.4% | 減碼 |
| SageView Advisory Group, LLC | 10,818 | $61.1 萬 | 0.03% | −9,165−45.9% | 減碼 |
| Integrity Financial Corp | 10,831 | $61.2 萬 | 0.36% | +3,333+44.5% | 加碼 |
| Leisure Capital Management | 10,836 | $61.2 萬 | 0.26% | −43−0.4% | 減碼 |
| Belpointe Asset Management LLC | 10,900 | $61.6 萬 | 0.04% | +2,242+25.9% | 加碼 |
| Abel Hall, LLC | 10,908 | $61.6 萬 | 0.40% | −76−0.7% | 減碼 |
| Sabal Trust CO | 10,912 | $61.6 萬 | 0.03% | +10,912 | 新進 |
| Radnor Capital Management, LLC | 10,961 | $61.9 萬 | 0.09% | +10,961 | 新進 |
| Kovack Advisors, Inc. | 10,975 | $62.0 萬 | 0.07% | +231+2.2% | 加碼 |
| Providence Capital Advisors, LLC | 11,038 | $62.4 萬 | 0.12% | +99+0.9% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,066 | $62.5 萬 | 0.17% | −10,652−49.0% | 減碼 |
| Trust Co of Vermont | 11,079 | $62.6 萬 | 0.03% | −1,603−12.6% | 減碼 |
| Pettyjohn, Wood & White, Inc | 11,150 | $63.0 萬 | 0.12% | −774−6.5% | 減碼 |
| Cromwell Holdings LLC | 11,171 | $63.1 萬 | 0.41% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 11,181 | $63.2 萬 | 0.17% | −243−2.1% | 減碼 |
| Humankind Investments LLC | 11,195 | $63.2 萬 | 0.23% | +1,628+17.0% | 加碼 |
| Wealth Alliance | 11,201 | $63.3 萬 | 0.08% | −1,827−14.0% | 減碼 |
| West Branch Capital LLC | 11,208 | $63.3 萬 | 0.22% | +868+8.4% | 加碼 |
| Westpac Banking Corp | 11,235 | $63.5 萬 | 0.04% | +11,235 | 新進 |
| RB Capital Management, LLC | 11,239 | $63.5 萬 | 0.15% | +1,516+15.6% | 加碼 |
| Harmony Asset Management LLC | 11,247 | $63.5 萬 | 0.23% | +11,247 | 新進 |
| JFS Wealth Advisors, LLC | 11,256 | $63.6 萬 | 0.04% | −3,306−22.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 11,278 | $63.7 萬 | 0.03% | +11,278 | 新進 |
| Cumberland Advisors Inc | 11,300 | $63.8 萬 | 0.25% | 00.0% | 不變 |
| Van Cleef Asset Management,Inc | 11,314 | $63.9 萬 | 0.07% | +10.0% | 加碼 |
| Flagstone Financial Management | 11,336 | $64.0 萬 | 0.21% | −73−0.6% | 減碼 |
| Intrua Financial, LLC | 11,344 | $64.1 萬 | 0.10% | −5,651−33.3% | 減碼 |
| Tarbox Family Office, Inc. | 11,357 | $64.2 萬 | 0.11% | −34−0.3% | 減碼 |
| River Wealth Advisors LLC | 11,366 | $64.2 萬 | 0.09% | +164+1.5% | 加碼 |
| Douglas Lane & Associates, LLC | 11,389 | $64.3 萬 | 0.01% | −184−1.6% | 減碼 |
| HCR Wealth Advisors | 11,396 | $64.4 萬 | 0.08% | 00.0% | 不變 |
| Platform Technology Partners | 11,397 | $64.4 萬 | 0.20% | +20.0% | 加碼 |
| Proequities, Inc. | 11,400 | $64.4 萬 | 0.04% | −801−6.6% | 減碼 |
| Core Alternative Capital | 11,401 | $64.4 萬 | 0.12% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 11,463 | $64.8 萬 | 0.09% | −75−0.7% | 減碼 |
| Chilton Investment Co LLC | 11,465 | $64.8 萬 | 0.02% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 11,534 | $65.2 萬 | 0.14% | 00.0% | 不變 |
| AIMZ Investment Advisors, LLC | 11,555 | $65.3 萬 | 0.22% | +320+2.8% | 加碼 |
| Main Street Financial Solutions, LLC | 11,581 | $65.4 萬 | 0.06% | +2,217+23.7% | 加碼 |
| Correct Capital Wealth Management | 11,617 | $65.6 萬 | 0.15% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 11,627 | $65.7 萬 | 0.04% | +1,693+17.0% | 加碼 |
| Sepio Capital, LP | 11,685 | $66.0 萬 | 0.05% | −540−4.4% | 減碼 |
| NFP Retirement, Inc. | 11,699 | $66.1 萬 | 0.05% | −3,300−22.0% | 減碼 |
| Keudell/Morrison Wealth Management | 11,711 | $66.2 萬 | 0.18% | −109−0.9% | 減碼 |
| Parkside Financial Bank & Trust | 11,786 | $66.6 萬 | 0.09% | −78−0.7% | 減碼 |
| Good Life Advisors, LLC | 11,797 | $66.6 萬 | 0.04% | +637+5.7% | 加碼 |
| Spears Abacus Advisors LLC | 11,800 | $66.7 萬 | 0.01% | −2,080−15.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 11,848 | $66.9 萬 | 0.02% | −1,044−8.1% | 減碼 |
| Quotient Wealth Partners, LLC | 11,854 | $67.0 萬 | 0.02% | −1,245−9.5% | 減碼 |
| Childress Capital Advisors, LLC | 11,860 | $67.0 萬 | 0.18% | +100+0.9% | 加碼 |
| Farmers Trust Co | 11,963 | $67.6 萬 | 0.13% | +300+2.6% | 加碼 |
| Tyche Wealth Partners LLC | 12,011 | $67.9 萬 | 0.15% | −636−5.0% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 12,017 | $67.9 萬 | 0.06% | −679−5.3% | 減碼 |
| ASB Consultores, LLC | 12,018 | $67.9 萬 | 0.27% | −363−2.9% | 減碼 |
| Stock Yards Bank & Trust Co | 12,161 | $68.7 萬 | 0.02% | −2,526−17.2% | 減碼 |
| Strategy Asset Managers LLC | 12,231 | $69.1 萬 | 0.13% | +12,231 | 新進 |
| Element Wealth, LLC | 12,242 | $69.2 萬 | 0.37% | −186−1.5% | 減碼 |
| Chicago Trust Co NA | 12,265 | $69.3 萬 | 0.12% | −539−4.2% | 減碼 |
| Edge Capital Group, LLC | 12,292 | $69.4 萬 | 0.03% | −559−4.3% | 減碼 |
| Pointe Capital Management LLC | 12,296 | $69.5 萬 | 0.41% | −1,600−11.5% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 12,418 | $69.7 萬 | 0.01% | −5,581−31.0% | 減碼 |
| Peoples Financial Services Corp. | 12,374 | $69.9 萬 | 0.32% | −240−1.9% | 減碼 |
| MEMBERS Trust Co | 12,432 | $70.2 萬 | 0.02% | 00.0% | 不變 |
| Private Management Group Inc | 12,468 | $70.4 萬 | 0.02% | +10+0.1% | 加碼 |
| JNBA Financial Advisors | 12,493 | $70.6 萬 | 0.07% | 00.0% | 不變 |
| Operose Advisors LLC | 12,527 | $70.8 萬 | 0.23% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 12,528 | $70.8 萬 | 0.08% | +7,044+128.4% | 加碼 |
| Quent Capital, LLC | 12,561 | $70.9 萬 | 0.07% | +1,235+10.9% | 加碼 |
| Fiduciary Financial Group, LLC | 12,390 | $71.0 萬 | 0.16% | −169−1.3% | 減碼 |
| Alps Advisors Inc | 12,580 | $71.1 萬 | 0.00% | −4,200−25.0% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 12,580 | $71.1 萬 | 0.14% | +117+0.9% | 加碼 |
| North Star Asset Management Inc | 12,658 | $71.5 萬 | 0.03% | −17−0.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 12,702 | $71.8 萬 | 0.12% | −2,525−16.6% | 減碼 |