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 |
|---|---|---|---|---|---|
| Empirical Asset Management, LLC | 19,002 | $71.8 萬 | 0.26% | +242+1.3% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 12,720 | $71.9 萬 | 0.44% | +1,190+10.3% | 加碼 |
| Chilton Capital Management LLC | 12,744 | $72.0 萬 | 0.03% | +446+3.6% | 加碼 |
| RMB Capital Management, LLC | 12,773 | $72.2 萬 | 0.02% | −1,883−12.8% | 減碼 |
| Wimmer Associates 1, LLC | 12,796 | $72.3 萬 | 0.35% | 00.0% | 不變 |
| Family Legacy, Inc. | 12,800 | $72.3 萬 | 0.24% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 12,830 | $72.5 萬 | 0.03% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 12,841 | $72.5 萬 | 0.28% | +12,841 | 新進 |
| 9258 Wealth Management, LLC | 12,842 | $72.5 萬 | 0.11% | +50.0% | 加碼 |
| Heritage Family Offices, LLP | 12,857 | $72.6 萬 | 0.37% | +24+0.2% | 加碼 |
| Segment Wealth Management, LLC | 12,860 | $72.6 萬 | 0.05% | −1,807−12.3% | 減碼 |
| MeadowBrook Investment Advisors LLC | 12,893 | $72.8 萬 | 0.66% | 00.0% | 不變 |
| Wilson & Boucher Capital Management, LLC | 12,895 | $72.8 萬 | 0.50% | −77−0.6% | 減碼 |
| Liberty Wealth Management LLC | 12,898 | $72.9 萬 | 0.12% | +748+6.2% | 加碼 |
| IVC Wealth Advisors LLC | 12,921 | $73.0 萬 | 0.40% | −2,218−14.7% | 減碼 |
| BKD Wealth Advisors, LLC | 12,998 | $73.4 萬 | 0.02% | −510−3.8% | 減碼 |
| Ironwood Investment Counsel, LLC | 13,027 | $73.6 萬 | 0.12% | −5,616−30.1% | 減碼 |
| CenterBook Partners LP | 13,039 | $73.7 萬 | 0.05% | +13,039 | 新進 |
| Bragg Financial Advisors, Inc | 13,039 | $73.7 萬 | 0.03% | −295−2.2% | 減碼 |
| Tobam | 13,086 | $73.9 萬 | 0.13% | +1,584+13.8% | 加碼 |
| Weatherly Asset Management L. P. | 13,170 | $74.4 萬 | 0.07% | 00.0% | 不變 |
| DF Dent & Co Inc | 13,228 | $74.7 萬 | 0.01% | +13,228 | 新進 |
| Gallagher Fiduciary Advisors, LLC | 13,230 | $74.7 萬 | 0.15% | −1,457−9.9% | 減碼 |
| 1st Source Bank | 13,230 | $74.7 萬 | 0.04% | −3,112−19.0% | 減碼 |
| Wright Investors Service Inc | 13,306 | $75.2 萬 | 0.20% | −12,421−48.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 13,317 | $75.2 萬 | 0.01% | 00.0% | 不變 |
| Cullen Investment Group, Ltd. | 13,316 | $75.2 萬 | 0.11% | −63−0.5% | 減碼 |
| Richwood Investment Advisors, LLC | 13,417 | $75.8 萬 | 0.63% | −150−1.1% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $75.9 萬 | 0.03% | −4,789−26.3% | 減碼 |
| Investors Research Corp | 13,461 | $76.0 萬 | 0.17% | +160+1.2% | 加碼 |
| Highline Wealth Partners LLC | 13,481 | $76.2 萬 | 0.25% | +31+0.2% | 加碼 |
| Boston Trust Walden Corp | 13,515 | $76.3 萬 | 0.01% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 13,548 | $76.5 萬 | 0.07% | +19+0.1% | 加碼 |
| Fukoku Mutual Life Insurance Co | 13,590 | $76.8 萬 | 0.05% | 00.0% | 不變 |
| Neumann Capital Management, LLC | 13,622 | $77.0 萬 | 0.26% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 13,625 | $77.0 萬 | 0.05% | −630−4.4% | 減碼 |
| Plancorp, LLC | 13,625 | $77.0 萬 | 0.03% | +111+0.8% | 加碼 |
| Prelude Capital Management, LLC | 13,674 | $77.2 萬 | 0.06% | +8,751+177.8% | 加碼 |
| Vertex Planning Partners, LLC | 13,693 | $77.4 萬 | 0.18% | −21−0.2% | 減碼 |
| Shakespeare Wealth Management, Inc. | 13,709 | $77.4 萬 | 0.20% | −14−0.1% | 減碼 |
| Carson Advisory Inc. | 13,719 | $77.5 萬 | 0.49% | −58−0.4% | 減碼 |
| Park National Corp | 13,727 | $77.5 萬 | 0.03% | −55−0.4% | 減碼 |
| Gryphon Financial Partners LLC | 13,738 | $77.6 萬 | 0.10% | −723−5.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 13,770 | $77.8 萬 | 0.04% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 13,793 | $77.9 萬 | 0.11% | −65−0.5% | 減碼 |
| Colonial River Wealth Management, LLC | 13,807 | $78.0 萬 | 0.39% | +13,807 | 新進 |
| Cladis Investment Advisory, LLC | 13,824 | $78.1 萬 | 0.54% | 00.0% | 不變 |
| Strategic Investment Advisors | 13,831 | $78.1 萬 | 0.09% | −448−3.1% | 減碼 |
| Fox Run Management, L.L.C. | 13,960 | $78.9 萬 | 0.18% | +13,960 | 新進 |
| Wealthspan Partners, LLC | 13,971 | $78.9 萬 | 0.39% | −384−2.7% | 減碼 |
| Legacy Advisors, LLC | 13,987 | $79.0 萬 | 0.09% | +1,728+14.1% | 加碼 |
| AMG National Trust Bank | 13,989 | $79.0 萬 | 0.02% | −2,384−14.6% | 減碼 |
| Eastern Bank | 13,989 | $79.0 萬 | 0.01% | +13,989 | 新進 |
| Waldron Private Wealth LLC | 13,994 | $79.1 萬 | 0.03% | −234−1.6% | 減碼 |
| Avion Wealth | 14,018 | $79.1 萬 | 0.21% | −20.0% | 減碼 |
| Fragasso Group Inc. | 14,008 | $79.1 萬 | 0.06% | −2,439−14.8% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 14,023 | $79.2 萬 | 0.21% | +117+0.8% | 加碼 |
| Legacy Financial Group LLC | 14,088 | $79.6 萬 | 0.15% | −338−2.3% | 減碼 |
| First PREMIER Bank | 14,115 | $79.7 萬 | 0.20% | −208−1.5% | 減碼 |
| Nicolet Bankshares Inc | 14,128 | $79.8 萬 | 0.19% | −1,833−11.5% | 減碼 |
| First National Bank Sioux Falls | 14,137 | $79.9 萬 | 0.36% | −170−1.2% | 減碼 |
| Cohen Capital Management, Inc. | 14,156 | $80.0 萬 | 0.13% | +3,210+29.3% | 加碼 |
| Pacific Global Investment Management CO | 14,233 | $80.4 萬 | 0.15% | +93+0.7% | 加碼 |
| Brooks, Moore & Associates, Inc. | 14,235 | $80.4 萬 | 0.47% | +135+1.0% | 加碼 |
| Gradient Investments LLC | 14,255 | $80.5 萬 | 0.02% | −369−2.5% | 減碼 |
| Prio Wealth Limited Partnership | 14,299 | $80.8 萬 | 0.02% | −10−0.1% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 14,330 | $81.0 萬 | 0.03% | +807+6.0% | 加碼 |
| Kanawha Capital Management LLC | 14,349 | $81.1 萬 | 0.06% | −4,597−24.3% | 減碼 |
| LifeSteps Financial, Inc. | 14,410 | $81.4 萬 | 0.64% | +50.0% | 加碼 |
| Northwest Wealth Management, LLC | 14,415 | $81.4 萬 | 0.19% | −156−1.1% | 減碼 |
| Hills Bank & Trust Co | 14,418 | $81.4 萬 | 0.06% | +553+4.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,514 | $82.0 萬 | 0.12% | −262−1.8% | 減碼 |
| DRW Securities, LLC | 14,551 | $82.2 萬 | 0.05% | −58,324−80.0% | 減碼 |
| Hilltop National Bank | 14,564 | $82.3 萬 | 0.25% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 14,587 | $82.4 萬 | 0.09% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 14,676 | $82.9 萬 | 0.17% | +228+1.6% | 加碼 |
| Carnegie Lake Advisors LLC | 14,768 | $83.4 萬 | 0.33% | +14,768 | 新進 |
| C2C Wealth Management, LLC | 12,861 | $83.5 萬 | 0.78% | 00.0% | 不變 |
| CBOE Vest Financial, LLC | 14,793 | $83.6 萬 | 0.02% | +9,816+197.2% | 加碼 |
| Eisler Capital (US) LLC | 14,818 | $83.7 萬 | 0.15% | −2,435−14.1% | 減碼 |
| North Star Investment Management Corp. | 14,850 | $83.9 萬 | 0.06% | −100−0.7% | 減碼 |
| Angeles Wealth Management, LLC | 14,865 | $84.0 萬 | 0.07% | −144−1.0% | 減碼 |
| MTM Investment Management, LLC | 14,766 | $84.1 萬 | 0.33% | −52−0.4% | 減碼 |
| Argent Financial Group, Inc. | 14,893 | $84.1 萬 | 0.10% | +14,893 | 新進 |
| Papp L Roy & Associates | 14,918 | $84.3 萬 | 0.10% | −4,921−24.8% | 減碼 |
| WP Advisors, LLC | 14,961 | $84.5 萬 | 0.31% | −3,341−18.3% | 減碼 |
| Eos Management, L.P. | 15,000 | $84.7 萬 | 0.30% | −5,000−25.0% | 減碼 |
| Jupiter Wealth Management LLC | 15,000 | $84.7 萬 | 0.43% | 00.0% | 不變 |
| Ridgecrest Wealth Partners, LLC | 15,043 | $85.0 萬 | 0.44% | +25+0.2% | 加碼 |
| Pacific Center for Financial Services | 15,054 | $85.0 萬 | 0.22% | −47−0.3% | 減碼 |
| ISAM Funds (UK) Ltd | 15,070 | $85.1 萬 | 0.48% | −18,312−54.9% | 減碼 |
| Cascade Investment Advisors, Inc. | 15,100 | $85.3 萬 | 0.54% | −200−1.3% | 減碼 |
| Hutner Capital Management Inc | 15,116 | $85.4 萬 | 0.43% | 00.0% | 不變 |
| Mainstay Capital Management LLC | 15,152 | $85.6 萬 | 0.14% | −849−5.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 15,154 | $85.6 萬 | 0.12% | −1,113−6.8% | 減碼 |
| Financial Network Wealth Advisors LLC | 15,191 | $85.8 萬 | 0.71% | −437−2.8% | 減碼 |
| Boit C F David | 15,519 | $85.8 萬 | 0.43% | 00.0% | 不變 |
| Net Worth Advisory Group | 15,316 | $86.5 萬 | 0.26% | +15,316 | 新進 |
| Gilbert & Cook, Inc. | 15,364 | $86.8 萬 | 0.12% | +27+0.2% | 加碼 |
| Eclectic Associates Inc | 15,452 | $87.3 萬 | 0.34% | +178+1.2% | 加碼 |