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
- 2,247
- 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 779 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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 19,164 | $108.3 萬 | 0.08% | +9,958+108.2% | 加碼 |
| CX Institutional | 19,211 | $108.5 萬 | 0.05% | −592−3.0% | 減碼 |
| First National Trust Co | 19,243 | $108.7 萬 | 0.04% | −250−1.3% | 減碼 |
| Chicago Capital, LLC | 19,247 | $108.7 萬 | 0.03% | −722−3.6% | 減碼 |
| American State Bank (Iowa) | 19,287 | $109.0 萬 | 0.66% | −172−0.9% | 減碼 |
| Keystone Financial Services | 19,326 | $109.2 萬 | 0.42% | +1,360+7.6% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 19,335 | $109.2 萬 | 0.23% | −578−2.9% | 減碼 |
| DMG Group, LLC | 19,373 | $109.4 萬 | 0.89% | −1,219−5.9% | 減碼 |
| Capstone Investment Advisors, LLC | 19,390 | $109.5 萬 | 0.02% | +8,924+85.3% | 加碼 |
| Dakota Wealth Management | 19,474 | $110.0 萬 | 0.02% | −428−2.2% | 減碼 |
| Investors Asset Management of Georgia Inc | 19,614 | $110.8 萬 | 0.52% | +59+0.3% | 加碼 |
| Sompo Asset Management Co., Ltd. | 19,660 | $111.1 萬 | 0.17% | −290−1.5% | 減碼 |
| First Bank & Trust | 19,675 | $111.1 萬 | 0.21% | −139−0.7% | 減碼 |
| Affinity Investment Advisors, LLC | 19,676 | $111.1 萬 | 0.76% | −454−2.3% | 減碼 |
| Equitable Trust Co | 19,682 | $111.2 萬 | 0.07% | −353−1.8% | 減碼 |
| Murphy Pohlad Asset Management LLC | 19,733 | $111.5 萬 | 0.46% | −450−2.2% | 減碼 |
| Excalibur Management Corp | 19,778 | $111.7 萬 | 0.43% | −637−3.1% | 減碼 |
| Polianta Ltd | 19,800 | $111.8 萬 | 0.52% | +19,800 | 新進 |
| Arkadios Wealth Advisors | 19,801 | $111.9 萬 | 0.06% | +3,228+19.5% | 加碼 |
| London & Capital Asset Management Ltd | 19,826 | $112.0 萬 | 0.09% | +109+0.6% | 加碼 |
| JT Stratford LLC | 19,840 | $112.1 萬 | 0.19% | −857−4.1% | 減碼 |
| HBK Sorce Advisory LLC | 19,924 | $112.5 萬 | 0.03% | −982−4.7% | 減碼 |
| Carnegie Capital Asset Management, LLC | 19,951 | $112.7 萬 | 0.03% | −1,148−5.4% | 減碼 |
| Harbor Advisors LLC | 20,000 | $113.0 萬 | 0.19% | 00.0% | 不變 |
| Savoie Capital LLC | 20,000 | $113.0 萬 | 0.14% | +20,000 | 新進 |
| Continuum Advisory, LLC | 15,527 | $113.0 萬 | 0.14% | +424+2.8% | 加碼 |
| OneAscent Financial Services LLC | 20,013 | $113.1 萬 | 0.81% | +20,013 | 新進 |
| Frank, Rimerman Advisors LLC | 20,083 | $113.4 萬 | 0.08% | −601−2.9% | 減碼 |
| Mather Group, LLC. | 20,134 | $113.7 萬 | 0.01% | +1,391+7.4% | 加碼 |
| BLB&B Advisors, LLC | 20,173 | $114.0 萬 | 0.06% | −718−3.4% | 減碼 |
| LS Investment Advisors, LLC | 20,213 | $114.2 萬 | 0.17% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 20,238 | $114.3 萬 | 0.25% | +36+0.2% | 加碼 |
| RNC Capital Management LLC | 19,349 | $114.9 萬 | 0.06% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 20,361 | $115.0 萬 | 0.10% | +848+4.3% | 加碼 |
| Courier Capital LLC | 20,389 | $115.2 萬 | 0.08% | −97−0.5% | 減碼 |
| Kennedy Investment Group | 20,420 | $115.4 萬 | 0.53% | −84−0.4% | 減碼 |
| Pinnacle Bancorp, Inc. | 20,472 | $115.6 萬 | 0.31% | −3,557−14.8% | 減碼 |
| Diametric Capital, LP | 20,490 | $115.7 萬 | 0.57% | +20,490 | 新進 |
| Prudent Man Advisors, LLC | 20,536 | $116.0 萬 | 0.39% | −437−2.1% | 減碼 |
| Cetera Trust Company, N.A | 20,648 | $116.6 萬 | 0.71% | −900−4.2% | 減碼 |
| Lazari Capital Management, Inc. | 20,703 | $117.0 萬 | 0.50% | −256−1.2% | 減碼 |
| Main Street Research LLC | 20,713 | $117.0 萬 | 0.07% | −7,844−27.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 20,717 | $117.0 萬 | 0.07% | −481−2.3% | 減碼 |
| First Financial Bank - Trust Division | 20,859 | $117.8 萬 | 0.11% | −3,054−12.8% | 減碼 |
| Castle Rock Wealth Management, LLC | 20,626 | $117.9 萬 | 0.28% | +1,273+6.6% | 加碼 |
| Semanteon Capital Management, LP | 20,929 | $118.2 萬 | 0.81% | +20,929 | 新進 |
| Hartford Funds Management Co LLC | 20,984 | $118.5 萬 | 0.11% | +3,465+19.8% | 加碼 |
| Lindbrook Capital, LLC | 21,019 | $118.7 萬 | 0.11% | +345+1.7% | 加碼 |
| Citadel Investment Advisory, Inc. | 21,091 | $119.1 萬 | 0.63% | −300−1.4% | 減碼 |
| Wealthspire Advisors, LLC | 21,104 | $119.2 萬 | 0.01% | −578−2.7% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 21,109 | $119.2 萬 | 0.15% | +40.0% | 加碼 |
| Miracle Mile Advisors, LLC | 21,185 | $119.7 萬 | 0.03% | +824+4.0% | 加碼 |
| Csenge Advisory Group | 19,633 | $119.7 萬 | 0.06% | +53+0.3% | 加碼 |
| RIA Advisory Group LLC | 21,260 | $120.1 萬 | 0.42% | +21,260 | 新進 |
| Leavell Investment Management, Inc. | 21,342 | $120.6 萬 | 0.06% | +281+1.3% | 加碼 |
| Welch Group, LLC | 21,360 | $120.7 萬 | 0.05% | +194+0.9% | 加碼 |
| Jump Financial, LLC | 21,439 | $121.1 萬 | 0.02% | −32,676−60.4% | 減碼 |
| Foundations Investment Advisors, LLC | 21,483 | $121.4 萬 | 0.03% | +1,179+5.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,505 | $121.5 萬 | 0.03% | +1,975+10.1% | 加碼 |
| Cito Capital Group, LLC | 21,503 | $121.5 萬 | 0.45% | +2,000+10.3% | 加碼 |
| Country Club Bank | 21,848 | $122.1 萬 | 0.08% | −10,164−31.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 21,681 | $122.5 萬 | 0.11% | +1,202+5.9% | 加碼 |
| Sendero Wealth Management, LLC | 21,685 | $122.5 萬 | 0.19% | +866+4.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 21,730 | $122.6 萬 | 0.03% | +14,682+208.3% | 加碼 |
| Essex Financial Services, Inc. | 18,935 | $122.6 萬 | 0.09% | −4,725−20.0% | 減碼 |
| Pflug Koory, LLC | 21,761 | $122.9 萬 | 0.60% | +21,761 | 新進 |
| Foresight Global Investors, Inc. | 21,820 | $123.3 萬 | 0.67% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 21,910 | $123.8 萬 | 0.14% | +2,644+13.7% | 加碼 |
| Accredited Investors Inc. | 21,942 | $124.0 萬 | 0.07% | −4,538−17.1% | 減碼 |
| Mutual Advisors, LLC | 18,981 | $124.2 萬 | 0.04% | −1,323−6.5% | 減碼 |
| Ransom Advisory, Ltd | 22,136 | $125.0 萬 | 0.58% | +2,850+14.8% | 加碼 |
| Cove Street Capital, LLC | 22,150 | $125.1 萬 | 0.98% | 00.0% | 不變 |
| Louisbourg Investments Inc. | 29,244 | $125.4 萬 | 0.32% | 00.0% | 不變 |
| Western Wealth Management, LLC | 22,216 | $125.5 萬 | 0.07% | +9,867+79.9% | 加碼 |
| Skopos Labs, Inc. | 22,218 | $125.5 萬 | 0.41% | +1,776+8.7% | 加碼 |
| Martin & Co Inc | 22,240 | $125.6 萬 | 0.30% | −29−0.1% | 減碼 |
| TRUE Private Wealth Advisors | 22,248 | $125.7 萬 | 0.15% | −1,737−7.2% | 減碼 |
| Unique Wealth Strategies, LLC | 22,343 | $126.2 萬 | 0.54% | +631+2.9% | 加碼 |
| Fulton Bank, N.A. | 22,349 | $126.2 萬 | 0.05% | −1,275−5.4% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 22,357 | $126.3 萬 | 0.10% | +99+0.4% | 加碼 |
| Burke & Herbert Bank & Trust Co | 22,361 | $126.3 萬 | 0.29% | −404−1.8% | 減碼 |
| IHT Wealth Management, LLC | 22,483 | $126.3 萬 | 0.04% | +3,155+16.3% | 加碼 |
| Jefferies Financial Group Inc. | 22,383 | $126.4 萬 | 0.02% | −34,375−60.6% | 減碼 |
| One Capital Management, LLC | 22,476 | $127.0 萬 | 0.04% | +2,615+13.2% | 加碼 |
| LJI Wealth Management, LLC | 22,487 | $127.0 萬 | 0.26% | −1,978−8.1% | 減碼 |
| Rossmore Private Capital | 22,624 | $127.8 萬 | 0.16% | 00.0% | 不變 |
| Washington Trust Co | 22,750 | $128.5 萬 | 0.05% | −39−0.2% | 減碼 |
| Summit Financial, LLC | 22,754 | $128.5 萬 | 0.05% | −100.0% | 減碼 |
| Buffington Mohr McNeal | 22,802 | $128.8 萬 | 0.21% | +19+0.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 22,869 | $129.2 萬 | 0.02% | +140+0.6% | 加碼 |
| Soltis Investment Advisors LLC | 22,984 | $129.8 萬 | 0.13% | −1,305−5.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 23,205 | $131.1 萬 | 0.03% | +487+2.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 23,213 | $131.1 萬 | 0.01% | −5,881−20.2% | 減碼 |
| Schechter Investment Advisors, LLC | 23,425 | $132.3 萬 | 0.10% | −2,728−10.4% | 減碼 |
| Neville Rodie & Shaw Inc | 23,604 | $133.3 萬 | 0.10% | −1,949−7.6% | 減碼 |
| Trust Co of Toledo NA | 23,793 | $134.4 萬 | 0.18% | −211−0.9% | 減碼 |
| E Fund Management Co., Ltd. | 23,820 | $134.6 萬 | 0.07% | +1,873+8.5% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 23,824 | $134.6 萬 | 0.12% | −1,061−4.3% | 減碼 |
| Sunbelt Securities, Inc. | 23,830 | $134.6 萬 | 0.13% | +1,027+4.5% | 加碼 |
| Tealwood Asset Management Inc | 23,964 | $135.4 萬 | 0.59% | +23,964 | 新進 |