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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 43,307 | $244.6 萬 | 0.05% | +1,030+2.4% | 加碼 |
| Cohen Investment Advisors LLC | 43,448 | $245.4 萬 | 1.50% | −30.0% | 減碼 |
| Johnson Financial Group, Inc. | 43,680 | $246.7 萬 | 0.11% | +5,954+15.8% | 加碼 |
| HTLF Bank | 43,878 | $247.9 萬 | 0.27% | −1,484−3.3% | 減碼 |
| Peoples Bank | 43,909 | $248.0 萬 | 1.66% | −480−1.1% | 減碼 |
| Premier Path Wealth Partners, LLC | 43,966 | $248.4 萬 | 0.39% | +1,146+2.7% | 加碼 |
| Franklin Street Advisors Inc | 44,071 | $249.0 萬 | 0.17% | +1,493+3.5% | 加碼 |
| Wolverine Asset Management LLC | 44,099 | $249.1 萬 | 0.04% | +44,099 | 新進 |
| HM Payson & Co | 44,255 | $250.0 萬 | 0.04% | +3,451+8.5% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $250.3 萬 | 0.02% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 44,318 | $250.4 萬 | 0.04% | −75,657−63.1% | 減碼 |
| Buckingham Strategic Partners | 44,673 | $252.4 萬 | 0.05% | +564+1.3% | 加碼 |
| NBT Bank N A | 44,891 | $253.6 萬 | 0.17% | −1,586−3.4% | 減碼 |
| Kuhn & Co Investment Counsel | 44,942 | $253.9 萬 | 2.17% | −88−0.2% | 減碼 |
| Joel Isaacson & Co., LLC | 45,156 | $255.1 萬 | 0.12% | +313+0.7% | 加碼 |
| Coldstream Capital Management Inc | 43,973 | $255.8 萬 | 0.06% | +6,841+18.4% | 加碼 |
| Goelzer Investment Management, Inc. | 45,333 | $256.1 萬 | 0.14% | −3,770−7.7% | 減碼 |
| Stonegate Investment Group, LLC | 45,433 | $256.7 萬 | 0.07% | +2,954+7.0% | 加碼 |
| D L Carlson Investment Group Inc | 45,475 | $256.9 萬 | 0.46% | −6,000−11.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 45,749 | $258.4 萬 | 0.05% | +974+2.2% | 加碼 |
| AlphaStar Capital Management, LLC | 45,757 | $258.5 萬 | 0.20% | +7,510+19.6% | 加碼 |
| NWF Advisory Services Inc. | 45,766 | $258.5 萬 | 0.38% | −17,767−28.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 45,781 | $258.6 萬 | 0.16% | +3,512+8.3% | 加碼 |
| Avitas Wealth Management LLC | 45,838 | $258.9 萬 | 0.36% | +596+1.3% | 加碼 |
| Fiduciary Trust Co | 45,907 | $259.3 萬 | 0.04% | +397+0.9% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $259.7 萬 | 0.96% | 00.0% | 不變 |
| Welch & Forbes LLC | 46,164 | $260.8 萬 | 0.03% | −1,762−3.7% | 減碼 |
| WCG Wealth Advisors LLC | 46,172 | $260.8 萬 | 0.18% | −810−1.7% | 減碼 |
| Groupama Asset Managment | 57,811 | $262.2 萬 | 0.07% | +57,811 | 新進 |
| Pallas Capital Advisors LLC | 40,376 | $264.2 萬 | 0.11% | +2,459+6.5% | 加碼 |
| SWS Partners | 47,168 | $266.5 萬 | 0.85% | −19,691−29.5% | 減碼 |
| 3Chopt Investment Partners, LLC | 47,374 | $267.6 萬 | 0.96% | +1,383+3.0% | 加碼 |
| Coppell Advisory Solutions LLC | 47,964 | $268.1 萬 | 0.40% | +3,321+7.4% | 加碼 |
| National Asset Management, Inc. | 48,001 | $268.8 萬 | 0.07% | −5,158−9.7% | 減碼 |
| Somerset Group LLC | 47,629 | $269.1 萬 | 2.48% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 47,972 | $271.0 萬 | 0.05% | −1,079−2.2% | 減碼 |
| Capital Investment Counsel, Inc | 48,161 | $272.1 萬 | 0.39% | −2,101−4.2% | 減碼 |
| Vontobel Holding Ltd. | 48,233 | $272.5 萬 | 0.01% | +24,911+106.8% | 加碼 |
| Stevens Capital Management LP | 48,243 | $272.5 萬 | 0.39% | +48,243 | 新進 |
| Geneos Wealth Management Inc. | 48,326 | $273.0 萬 | 0.10% | +3,863+8.7% | 加碼 |
| Verdence Capital Advisors LLC | 48,346 | $273.1 萬 | 0.22% | +12,713+35.7% | 加碼 |
| Moody National Bank Trust Division | 48,412 | $273.5 萬 | 0.29% | +11,719+31.9% | 加碼 |
| Ronald Blue Trust, Inc. | 46,098 | $273.8 萬 | 0.04% | +14,979+48.1% | 加碼 |
| Capital Asset Advisory Services LLC | 47,849 | $274.2 萬 | 0.14% | −926−1.9% | 減碼 |
| Valeo Financial Advisors, LLC | 48,747 | $275.4 萬 | 0.08% | −2,175−4.3% | 減碼 |
| Forum Financial Management, LP | 48,757 | $275.4 萬 | 0.05% | −1,384−2.8% | 減碼 |
| Huntington National Bank | 48,857 | $276.0 萬 | 0.02% | −1,448−2.9% | 減碼 |
| Pinnacle Financial Partners Inc | 48,880 | $276.1 萬 | 0.06% | −11,793−19.4% | 減碼 |
| IMS Capital Management | 49,133 | $277.6 萬 | 1.25% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 49,255 | $278.2 萬 | 0.06% | −2,697−5.2% | 減碼 |
| Apexium Financial, LP | 49,660 | $280.5 萬 | 0.18% | +36,869+288.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 49,673 | $280.6 萬 | 0.18% | +2,337+4.9% | 加碼 |
| Cidel Asset Management Inc | 49,981 | $282.3 萬 | 0.20% | −3,146−5.9% | 減碼 |
| Sciencast Management LP | 49,981 | $282.3 萬 | 0.84% | +13,720+37.8% | 加碼 |
| Aft, Forsyth & Sober, LLC | 50,000 | $282.4 萬 | 0.93% | 00.0% | 不變 |
| Signaturefd, LLC | 50,032 | $282.6 萬 | 0.05% | −5,134−9.3% | 減碼 |
| Cullinan Associates Inc | 44,145 | $282.9 萬 | 0.16% | +1,500+3.5% | 加碼 |
| Perkins Coie Trust Co | 50,500 | $285.3 萬 | 0.63% | −263−0.5% | 減碼 |
| SOL Capital Management CO | 50,563 | $285.6 萬 | 0.32% | −260−0.5% | 減碼 |
| L2 Asset Management, LLC | 50,624 | $286.0 萬 | 0.78% | +30,918+156.9% | 加碼 |
| Pavion Blue Capital, LLC | 50,941 | $287.8 萬 | 1.34% | +4,926+10.7% | 加碼 |
| Jackson Hole Capital Partners, LLC | 50,944 | $287.8 萬 | 0.60% | −42−0.1% | 減碼 |
| Trust Point Inc. | 50,960 | $287.9 萬 | 0.22% | −384−0.7% | 減碼 |
| Equitable Holdings, Inc. | 51,006 | $288.1 萬 | 0.03% | +1,480+3.0% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 51,045 | $288.4 萬 | 0.24% | −7,206−12.4% | 減碼 |
| Kingswood Wealth Advisors, LLC | 51,254 | $289.5 萬 | 0.21% | +1,010+2.0% | 加碼 |
| Moors & Cabot, Inc. | 51,733 | $292.2 萬 | 0.15% | +651+1.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 51,768 | $292.4 萬 | 0.24% | −500−1.0% | 減碼 |
| F/M Investments LLC | 37,396 | $292.5 萬 | 0.10% | −128,800−77.5% | 減碼 |
| Wedbush Securities Inc | 51,775 | $292.5 萬 | 0.11% | −17,365−25.1% | 減碼 |
| Twin City Private Wealth, LLC | 51,911 | $293.2 萬 | 2.54% | +3,343+6.9% | 加碼 |
| FineMark National Bank & Trust | 51,976 | $293.6 萬 | 0.10% | +840+1.6% | 加碼 |
| Transcend Wealth Collective, LLC | 51,977 | $293.6 萬 | 0.20% | −638−1.2% | 減碼 |
| Ascent Group, LLC | 52,035 | $293.9 萬 | 0.22% | +13,101+33.6% | 加碼 |
| Central Pacific Bank - Trust Division | 52,070 | $294.1 萬 | 0.37% | −21,225−29.0% | 減碼 |
| Convergence Investment Partners, LLC | 52,083 | $294.2 萬 | 0.79% | −442−0.8% | 減碼 |
| Pitcairn Co | 52,086 | $294.2 萬 | 0.17% | +6,542+14.4% | 加碼 |
| Quad-Cities Investment Group, LLC | 52,418 | $296.1 萬 | 1.49% | −782−1.5% | 減碼 |
| Montag A & Associates Inc | 52,683 | $297.6 萬 | 0.14% | +641+1.2% | 加碼 |
| Associated Banc-Corp | 52,889 | $298.8 萬 | 0.09% | −731−1.4% | 減碼 |
| Cornercap Investment Counsel Inc | 52,925 | $299.0 萬 | 0.88% | +18,493+53.7% | 加碼 |
| DoubleLine ETF Adviser LP | 53,014 | $299.5 萬 | 0.73% | −6,939−11.6% | 減碼 |
| Stonebridge Capital Advisors LLC | 53,077 | $299.8 萬 | 0.24% | −774−1.4% | 減碼 |
| Checchi Capital Advisers, LLC | 53,187 | $300.5 萬 | 0.22% | −172−0.3% | 減碼 |
| Haverford Trust Co | 53,565 | $302.6 萬 | 0.03% | +692+1.3% | 加碼 |
| S&CO Inc | 53,658 | $303.1 萬 | 0.20% | −195−0.4% | 減碼 |
| Wetherby Asset Management Inc | 53,848 | $304.2 萬 | 0.14% | −2,173−3.9% | 減碼 |
| Warren Averett Asset Management, LLC | 54,210 | $306.2 萬 | 0.06% | −829−1.5% | 減碼 |
| Vise Technologies, Inc. | 54,391 | $307.3 萬 | 0.39% | +10,264+23.3% | 加碼 |
| LGT Group Foundation | 55,811 | $308.6 萬 | 0.05% | −5,157−8.5% | 減碼 |
| Williams Jones Wealth Management, LLC. | 54,646 | $308.7 萬 | 0.04% | −4,071−6.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 54,825 | $309.7 萬 | 0.11% | −3,463−5.9% | 減碼 |
| Mitchell Sinkler & Starr | 55,125 | $311.4 萬 | 0.78% | 00.0% | 不變 |
| Morningstar Investment Management LLC | 50,646 | $314.8 萬 | 0.31% | −25,482−33.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 56,106 | $316.9 萬 | 0.43% | +4,305+8.3% | 加碼 |
| Qsemble Capital Management, LP | 56,116 | $317.0 萬 | 0.58% | −27,424−32.8% | 減碼 |
| Portfolio Design Labs, LLC | 56,314 | $318.1 萬 | 0.89% | +16,428+41.2% | 加碼 |
| Signet Financial Management, LLC | 56,686 | $320.2 萬 | 0.41% | +169+0.3% | 加碼 |
| Parcion Private Wealth LLC | 56,834 | $321.1 萬 | 0.27% | +235+0.4% | 加碼 |
| Lowe Brockenbrough & Co Inc | 57,035 | $322.2 萬 | 0.21% | +402+0.7% | 加碼 |