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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 23,980 | $135.5 萬 | 0.15% | −147,498−86.0% | 減碼 |
| Insight Advisors, LLC | 24,014 | $135.7 萬 | 0.24% | −18−0.1% | 減碼 |
| Drive Wealth Management, LLC | 24,149 | $136.4 萬 | 0.36% | +1,381+6.1% | 加碼 |
| First Horizon Advisors, Inc. | 24,210 | $136.8 萬 | 0.04% | −191−0.8% | 減碼 |
| Davidson Trust Co | 24,259 | $137.0 萬 | 0.70% | +6,326+35.3% | 加碼 |
| Lake Street Advisors Group, LLC | 24,279 | $137.1 萬 | 0.06% | −888−3.5% | 減碼 |
| Diversified Trust Co | 24,335 | $137.5 萬 | 0.03% | +2,294+10.4% | 加碼 |
| Laurel Wealth Advisors LLC | 24,380 | $137.7 萬 | 0.22% | +520+2.2% | 加碼 |
| NBC Securities, Inc. | 24,405 | $137.8 萬 | 0.12% | +390+1.6% | 加碼 |
| Aspiriant, LLC | 24,430 | $138.0 萬 | 0.05% | +977+4.2% | 加碼 |
| Cadinha & Co LLC | 24,572 | $138.8 萬 | 0.24% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 24,588 | $138.9 萬 | 0.04% | −776−3.1% | 減碼 |
| Citizens National Bank Trust Department | 24,627 | $139.1 萬 | 0.29% | −2,200−8.2% | 減碼 |
| Synergy Financial Management, LLC | 24,716 | $139.6 萬 | 0.21% | +24,716 | 新進 |
| Howard Capital Management Inc. | 24,731 | $139.7 萬 | 0.02% | +24,731 | 新進 |
| Fort Sheridan Advisors LLC | 24,755 | $139.8 萬 | 0.21% | −825−3.2% | 減碼 |
| Fisher Asset Management, LLC | 24,833 | $140.3 萬 | 0.00% | +3,016+13.8% | 加碼 |
| Private Trust Co NA | 24,895 | $140.6 萬 | 0.14% | −473−1.9% | 減碼 |
| London Co of Virginia | 24,901 | $140.7 萬 | 0.01% | +50.0% | 加碼 |
| Chemistry Wealth Management LLC | 25,056 | $141.5 萬 | 0.34% | −2,933−10.5% | 減碼 |
| National Philanthropic Trust | 25,081 | $141.7 萬 | 0.03% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 25,213 | $142.4 萬 | 0.22% | +329+1.3% | 加碼 |
| RFG Advisory, LLC | 25,386 | $143.4 萬 | 0.04% | +154+0.6% | 加碼 |
| Islay Capital Management, LLC | 25,435 | $143.7 萬 | 0.96% | 00.0% | 不變 |
| Holderness Investments Co | 25,512 | $144.1 萬 | 0.31% | −30.0% | 減碼 |
| Fiduciary Group LLC | 25,690 | $145.1 萬 | 0.15% | −834−3.1% | 減碼 |
| FSB Premier Wealth Management, Inc. | 25,696 | $145.2 萬 | 0.59% | +4,295+20.1% | 加碼 |
| Balyasny Asset Management LLC | 25,796 | $145.7 萬 | 0.00% | −4,761,817−99.5% | 減碼 |
| Atomi Financial Group, Inc. | 25,855 | $146.1 萬 | 0.09% | −2,516−8.9% | 減碼 |
| Walter & Keenan Financial Consulting Co | 25,958 | $146.6 萬 | 0.45% | +35+0.1% | 加碼 |
| Level Four Advisory Services, LLC | 22,672 | $147.2 萬 | 0.06% | −54,687−70.7% | 減碼 |
| Jeppson Wealth Management, LLC | 26,140 | $147.7 萬 | 0.53% | −502−1.9% | 減碼 |
| KG&L Capital Management,LLC | 27,334 | $147.9 萬 | 0.48% | +16,019+141.6% | 加碼 |
| Venture Visionary Partners LLC | 26,286 | $148.5 萬 | 0.06% | −14,906−36.2% | 減碼 |
| GHP Investment Advisors, Inc. | 26,353 | $148.9 萬 | 0.07% | +710+2.8% | 加碼 |
| Meridian Investment Counsel Inc. | 26,381 | $149.0 萬 | 0.45% | −2,511−8.7% | 減碼 |
| Coastwise Capital Group, LLC | 26,436 | $149.3 萬 | 1.23% | +26,436 | 新進 |
| Resources Management Corp | 26,480 | $149.6 萬 | 0.20% | −200−0.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 26,546 | $150.0 萬 | 0.05% | −3,104−10.5% | 減碼 |
| Diversify Wealth Management, LLC | 23,405 | $151.1 萬 | 0.15% | −837−3.5% | 減碼 |
| Everett Harris & Co | 26,799 | $151.4 萬 | 0.02% | −430−1.6% | 減碼 |
| Hardin Capital Partners, LLC | 16,647 | $151.4 萬 | 0.86% | −461−2.7% | 減碼 |
| Evergreen Capital Management LLC | 26,903 | $152.0 萬 | 0.05% | −2,475−8.4% | 減碼 |
| Dynasty Wealth Management, LLC | 26,918 | $152.1 萬 | 0.05% | −4,263−13.7% | 減碼 |
| Apella Capital, LLC | 27,560 | $152.4 萬 | 0.06% | +2,805+11.3% | 加碼 |
| Graham Capital Management, L.P. | 26,988 | $152.5 萬 | 0.05% | +26,988 | 新進 |
| Whittier Trust Co of Nevada Inc | 27,069 | $152.9 萬 | 0.04% | −2,402−8.2% | 減碼 |
| Crestline Management, LP | 27,069 | $152.9 萬 | 0.09% | +27,069 | 新進 |
| Terry L. Blaker | 27,114 | $153.2 萬 | 0.06% | +6,114+29.1% | 加碼 |
| Northside Capital Management, LLC | 27,127 | $153.2 萬 | 0.24% | 00.0% | 不變 |
| Bayview Asset Management, LLC | 27,500 | $155.3 萬 | 0.87% | +27,500 | 新進 |
| Sweeney & Michel, LLC | 24,173 | $155.6 萬 | 0.61% | +1,956+8.8% | 加碼 |
| Kerrisdale Advisers, LLC | 27,696 | $156.5 萬 | 0.53% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 27,781 | $156.9 萬 | 0.07% | −528−1.9% | 減碼 |
| Harbour Investments, Inc. | 27,829 | $157.2 萬 | 0.05% | −22−0.1% | 減碼 |
| Aptus Capital Advisors, LLC | 27,872 | $157.4 萬 | 0.02% | +4,048+17.0% | 加碼 |
| Fidelis Capital Partners, LLC | 24,485 | $158.1 萬 | 0.19% | +311+1.3% | 加碼 |
| Vista Investment Management | 28,046 | $158.4 萬 | 0.60% | −284−1.0% | 減碼 |
| Rothschild Investment LLC | 28,067 | $158.6 萬 | 0.10% | −741−2.6% | 減碼 |
| Lummis Asset Management, LP | 28,074 | $158.6 萬 | 1.85% | +196+0.7% | 加碼 |
| Baker Avenue Asset Management, LP | 28,151 | $159.0 萬 | 0.05% | +1,194+4.4% | 加碼 |
| Johnson Investment Counsel Inc | 28,391 | $160.4 萬 | 0.02% | +9,495+50.2% | 加碼 |
| N.E.W. Advisory Services LLC | 28,590 | $161.5 萬 | 0.16% | +123+0.4% | 加碼 |
| Insigneo Advisory Services, LLC | 28,682 | $162.0 萬 | 0.16% | −803−2.7% | 減碼 |
| Aspire Private Capital, LLC | 28,789 | $162.6 萬 | 0.39% | +1,998+7.5% | 加碼 |
| We Are One Seven, LLC | 28,811 | $162.8 萬 | 0.07% | −1,222−4.1% | 減碼 |
| Mystic Asset Management, Inc. | 28,995 | $163.8 萬 | 0.62% | −819−2.7% | 減碼 |
| Argent Advisors, Inc. | 29,190 | $164.9 萬 | 0.61% | +450+1.6% | 加碼 |
| Marco Investment Management LLC | 29,501 | $166.7 萬 | 0.14% | +100+0.3% | 加碼 |
| Shelton Wealth Management, LLC | 29,615 | $167.3 萬 | 0.95% | +26+0.1% | 加碼 |
| Integrated Advisors Network LLC | 29,647 | $167.5 萬 | 0.08% | −219−0.7% | 減碼 |
| Founders Financial Securities LLC | 29,802 | $168.3 萬 | 0.16% | −184−0.6% | 減碼 |
| Peak Asset Management, LLC | 29,903 | $168.9 萬 | 0.32% | −944−3.1% | 減碼 |
| Alaska Permanent Fund Corp | 29,947 | $169.2 萬 | 0.02% | 00.0% | 不變 |
| Ally Financial Inc. | 30,000 | $169.5 萬 | 0.20% | +30,000 | 新進 |
| Xcel Wealth Management, LLC | 30,051 | $169.8 萬 | 0.50% | −1,558−4.9% | 減碼 |
| Carret Asset Management, LLC | 30,172 | $170.4 萬 | 0.18% | −2,350−7.2% | 減碼 |
| Pacifica Partners Inc. | 30,233 | $170.8 萬 | 0.71% | +270+0.9% | 加碼 |
| Nomura Holdings Inc | 30,267 | $171.0 萬 | 0.01% | −85,897−73.9% | 減碼 |
| Smith Shellnut Wilson LLC | 30,356 | $171.5 萬 | 0.78% | −1,500−4.7% | 減碼 |
| Conning Inc. | 30,394 | $171.7 萬 | 0.06% | −319−1.0% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $171.7 萬 | 0.10% | 00.0% | 不變 |
| Scott & Selber, Inc. | 30,412 | $171.8 萬 | 0.53% | −137−0.4% | 減碼 |
| NVWM, LLC | 30,422 | $171.9 萬 | 0.44% | +1,391+4.8% | 加碼 |
| Tradition Wealth Management, LLC | 30,453 | $172.0 萬 | 0.15% | −941−3.0% | 減碼 |
| Granite Investment Partners, LLC | 30,587 | $172.8 萬 | 0.07% | −1,000−3.2% | 減碼 |
| Rehmann Capital Advisory Group | 30,826 | $174.7 萬 | 0.11% | +521+1.7% | 加碼 |
| Great Lakes Retirement, Inc. | 30,991 | $175.1 萬 | 0.22% | +8,187+35.9% | 加碼 |
| Marks Group Wealth Management, Inc | 31,148 | $176.0 萬 | 0.17% | −264−0.8% | 減碼 |
| Freemont Management S.A. | 31,200 | $176.2 萬 | 0.92% | 00.0% | 不變 |
| Massachusetts Wealth Management | 31,252 | $176.5 萬 | 1.11% | −250−0.8% | 減碼 |
| Selway Asset Management | 31,400 | $177.4 萬 | 0.69% | −3,600−10.3% | 減碼 |
| Diversify Advisory Services, LLC | 27,371 | $177.4 萬 | 0.10% | −1,438−5.0% | 減碼 |
| Argus Investors' Counsel, Inc. | 31,514 | $178.0 萬 | 1.16% | +8,107+34.6% | 加碼 |
| David Loasby | 32,472 | $178.5 萬 | 0.17% | +1,460+4.7% | 加碼 |
| Westmount Partners, LLC | 31,647 | $178.8 萬 | 0.54% | −263−0.8% | 減碼 |
| Grimes & Company, Inc. | 31,678 | $178.9 萬 | 0.05% | +949+3.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 31,713 | $179.1 萬 | 0.03% | +2,391+8.2% | 加碼 |
| Applied Capital LLC | 31,802 | $179.6 萬 | 1.40% | −380−1.2% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 32,021 | $180.9 萬 | 0.04% | +2,800+9.6% | 加碼 |