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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 15,497 | $87.5 萬 | 0.03% | −1,591−9.3% | 減碼 |
| Concentric Capital Strategies, LP | 15,529 | $87.7 萬 | 0.06% | +6,622+74.3% | 加碼 |
| Tranquilli Financial Advisor LLC | 15,630 | $88.3 萬 | 0.55% | +268+1.7% | 加碼 |
| Zacks Investment Management | 15,631 | $88.3 萬 | 0.01% | +197+1.3% | 加碼 |
| Principle Wealth Partners LLC | 15,680 | $88.6 萬 | 0.06% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 15,726 | $88.8 萬 | 0.09% | −3,440−17.9% | 減碼 |
| Lantz Financial LLC | 15,732 | $88.9 萬 | 0.24% | +90+0.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 15,732 | $88.9 萬 | 0.06% | −768−4.7% | 減碼 |
| Washington Trust Bank | 15,737 | $88.9 萬 | 0.09% | +130+0.8% | 加碼 |
| Studio Investment Management LLC | 15,745 | $88.9 萬 | 0.19% | −915−5.5% | 減碼 |
| Sittner & Nelson, LLC | 15,787 | $89.2 萬 | 0.40% | −1,000−6.0% | 減碼 |
| Cypress Wealth Services, LLC | 15,815 | $89.3 萬 | 0.18% | +13+0.1% | 加碼 |
| Anchor Investment Management, LLC | 15,903 | $89.8 萬 | 0.08% | +836+5.5% | 加碼 |
| Brookstone Capital Management | 15,950 | $90.1 萬 | 0.01% | −112−0.7% | 減碼 |
| Thomasville National Bank | 15,973 | $90.2 萬 | 0.07% | −7,020−30.5% | 減碼 |
| Lafayette Investments, Inc. | 15,995 | $90.4 萬 | 0.19% | 00.0% | 不變 |
| Sterling Investment Management, Inc. | 16,007 | $90.4 萬 | 0.69% | −1,124−6.6% | 減碼 |
| Financial Partners Group, LLC | 16,011 | $90.4 萬 | 0.34% | +1,502+10.4% | 加碼 |
| Claro Advisors LLC | 16,109 | $91.0 萬 | 0.12% | +2,173+15.6% | 加碼 |
| Intrinsic Value Partners, LLC | 16,110 | $91.0 萬 | 0.91% | −663−4.0% | 減碼 |
| Sage Mountain Advisors LLC | 16,168 | $91.3 萬 | 0.08% | +331+2.1% | 加碼 |
| Lodestar Private Asset Management LLC | 16,182 | $91.4 萬 | 0.12% | −721−4.3% | 減碼 |
| Heartland Bank & Trust Co | 16,207 | $91.6 萬 | 0.49% | −196−1.2% | 減碼 |
| Palisade Asset Management, LLC | 16,313 | $92.2 萬 | 0.09% | −500−3.0% | 減碼 |
| Graypoint LLC | 16,338 | $92.3 萬 | 0.06% | +75+0.5% | 加碼 |
| Douglass Winthrop Advisors, LLC | 16,392 | $92.6 萬 | 0.02% | +566+3.6% | 加碼 |
| Marcum Wealth, LLC | 16,410 | $92.7 萬 | 0.09% | −314−1.9% | 減碼 |
| CWC Advisors, LLC. | 16,431 | $92.8 萬 | 0.92% | +16,431 | 新進 |
| Lipe & Dalton | 16,468 | $93.0 萬 | 0.47% | 00.0% | 不變 |
| First City Capital Management, Inc. | 16,584 | $93.7 萬 | 0.48% | −6,757−28.9% | 減碼 |
| Vivid Wealth Management, LLC | 16,587 | $93.7 萬 | 0.49% | +48+0.3% | 加碼 |
| Aviso Wealth Management | 16,595 | $93.7 萬 | 0.51% | +5,368+47.8% | 加碼 |
| LMCG Investments, LLC | 16,621 | $93.9 萬 | 0.06% | −34−0.2% | 減碼 |
| Salem Investment Counselors Inc | 16,638 | $94.0 萬 | 0.03% | −571−3.3% | 減碼 |
| Everhart Financial Group, Inc. | 16,667 | $94.2 萬 | 0.21% | +1,392+9.1% | 加碼 |
| Spire Wealth Management | 16,677 | $94.2 萬 | 0.03% | −214−1.3% | 減碼 |
| Knuff & Co LLC | 16,692 | $94.3 萬 | 0.29% | 00.0% | 不變 |
| StoneX Group Inc. | 16,704 | $94.4 萬 | 0.07% | −264−1.6% | 減碼 |
| Mangrove Partners | 16,722 | $94.5 萬 | 0.09% | +16,722 | 新進 |
| Boltwood Capital Management | 16,800 | $94.9 萬 | 0.28% | +100+0.6% | 加碼 |
| Capital Investment Advisory Services, LLC | 16,842 | $95.1 萬 | 0.09% | −210−1.2% | 減碼 |
| Gladius Capital Management LP | 16,895 | $95.4 萬 | 0.57% | +3,667+27.7% | 加碼 |
| Personal Cfo Solutions, LLC | 16,965 | $95.8 萬 | 0.13% | −263−1.5% | 減碼 |
| Garrison Point Advisors, LLC | 17,026 | $96.2 萬 | 0.60% | 00.0% | 不變 |
| Jarislowsky, Fraser Ltd | 17,049 | $96.3 萬 | 0.01% | −700−3.9% | 減碼 |
| GM Advisory Group, Inc. | 17,129 | $96.8 萬 | 0.06% | +272+1.6% | 加碼 |
| Quilter Plc | 17,213 | $97.2 萬 | 0.02% | −750−4.2% | 減碼 |
| Journey Strategic Wealth LLC | 17,353 | $98.0 萬 | 0.04% | +1,325+8.3% | 加碼 |
| Breakwater Capital Group | 17,404 | $98.3 萬 | 0.20% | +410+2.4% | 加碼 |
| BBR Partners, LLC | 17,405 | $98.3 萬 | 0.07% | −381−2.1% | 減碼 |
| Impact Partnership Wealth, LLC | 17,424 | $98.4 萬 | 0.22% | +17,424 | 新進 |
| Dark Forest Capital Management LP | 17,481 | $98.8 萬 | 0.13% | +17,481 | 新進 |
| Campbell & CO Investment Adviser LLC | 17,496 | $98.8 萬 | 0.07% | −66,076−79.1% | 減碼 |
| Hexagon Capital Partners LLC | 17,512 | $98.9 萬 | 0.19% | +1,748+11.1% | 加碼 |
| PFG Investments, LLC | 17,552 | $99.1 萬 | 0.06% | +3,654+26.3% | 加碼 |
| Gibbs Wealth Management | 17,555 | $99.2 萬 | 0.32% | +1,899+12.1% | 加碼 |
| Axiom Advisory, LLC | 17,536 | $99.2 萬 | 0.01% | +274+1.6% | 加碼 |
| Highland Capital Management, LLC | 17,594 | $99.4 萬 | 0.06% | −119,430−87.2% | 減碼 |
| Pure Financial Advisors, Inc. | 17,635 | $99.6 萬 | 0.02% | +815+4.8% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,670 | $99.8 萬 | 0.54% | −848−4.6% | 減碼 |
| Wharton Business Group, LLC | 17,700 | $100.0 萬 | 0.04% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 17,726 | $100.1 萬 | 0.08% | +27+0.2% | 加碼 |
| Aaron Wealth Advisors | 17,766 | $100.4 萬 | 0.12% | +3,466+24.2% | 加碼 |
| Mount Lucas Management LP | 17,782 | $100.5 萬 | 0.34% | −26,489−59.8% | 減碼 |
| La Banque Postale Asset Management SA | 17,787 | $100.5 萬 | 0.02% | −938−5.0% | 減碼 |
| Smartleaf Asset Management LLC | 18,051 | $100.9 萬 | 0.12% | +5,604+45.0% | 加碼 |
| Adviser Investments LLC | 17,864 | $100.9 萬 | 0.01% | −611−3.3% | 減碼 |
| MV Capital Management, Inc. | 17,865 | $100.9 萬 | 0.11% | +1,345+8.1% | 加碼 |
| Ancora Advisors, LLC | 17,903 | $101.1 萬 | 0.02% | +654+3.8% | 加碼 |
| William B. Walkup & Associates, Inc. | 17,943 | $101.4 萬 | 0.63% | −66−0.4% | 減碼 |
| Becker Capital Management Inc | 17,957 | $101.4 萬 | 0.03% | +746+4.3% | 加碼 |
| Barbara Oil Co. | 18,000 | $101.7 萬 | 0.42% | 00.0% | 不變 |
| nVerses Capital, LLC | 18,000 | $101.7 萬 | 0.47% | +5,700+46.3% | 加碼 |
| Modera Wealth Management, LLC | 18,014 | $101.8 萬 | 0.01% | +167+0.9% | 加碼 |
| Caldwell Trust Co | 18,023 | $101.8 萬 | 0.11% | 00.0% | 不變 |
| Busey Wealth Management | 18,045 | $101.9 萬 | 0.03% | −382−2.1% | 減碼 |
| GeoWealth Management, LLC | 18,066 | $102.1 萬 | 0.04% | −1,492−7.6% | 減碼 |
| Diligent Investors, LLC | 18,072 | $102.1 萬 | 0.24% | +1,017+6.0% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 18,132 | $102.4 萬 | 0.07% | −1,531−7.8% | 減碼 |
| Exencial Wealth Advisors, LLC | 18,262 | $103.2 萬 | 0.04% | +481+2.7% | 加碼 |
| Trinity Financial Advisors LLC | 24,317 | $103.2 萬 | 0.46% | +257+1.1% | 加碼 |
| Greatmark Investment Partners, Inc. | 18,273 | $103.2 萬 | 0.14% | +800+4.6% | 加碼 |
| Providence Wealth Advisors, LLC | 15,954 | $103.4 萬 | 0.76% | +475+3.1% | 加碼 |
| SeaCrest Wealth Management, LLC | 18,316 | $103.5 萬 | 0.11% | −46−0.3% | 減碼 |
| Delap Wealth Advisory, LLC | 18,350 | $103.7 萬 | 0.66% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 18,376 | $103.8 萬 | 0.07% | +5,788+46.0% | 加碼 |
| LexAurum Advisors, LLC | 18,438 | $104.2 萬 | 0.23% | +10.0% | 加碼 |
| Sawyer & Company, Inc | 18,440 | $104.2 萬 | 0.39% | 00.0% | 不變 |
| Independent Financial Group, LLC | 18,473 | $104.4 萬 | 0.04% | −7,123−27.8% | 減碼 |
| Annandale Capital, LLC | 18,508 | $104.6 萬 | 0.21% | −634−3.3% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 18,539 | $104.7 萬 | 0.36% | +7,451+67.2% | 加碼 |
| AdvisorNet Financial, Inc | 18,539 | $104.7 萬 | 0.08% | +184+1.0% | 加碼 |
| Sentry LLC | 18,630 | $105.2 萬 | 0.20% | −60−0.3% | 減碼 |
| Essex Savings Bank | 18,674 | $105.5 萬 | 0.26% | −20−0.1% | 減碼 |
| XML Financial, LLC | 18,674 | $105.5 萬 | 0.10% | −1,600−7.9% | 減碼 |
| Retirement Planning Co of New England, Inc. | 18,680 | $105.5 萬 | 0.53% | +835+4.7% | 加碼 |
| Syon Capital LLC | 18,807 | $106.2 萬 | 0.09% | −514−2.7% | 減碼 |
| Ameritas Advisory Services, LLC | 18,967 | $107.1 萬 | 0.05% | +3,327+21.3% | 加碼 |
| Wallace Advisory Group, LLC | 18,052 | $107.2 萬 | 0.78% | −302−1.6% | 減碼 |
| Financial Counselors Inc | 19,010 | $107.4 萬 | 0.02% | +373+2.0% | 加碼 |