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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 57,054 | $322.3 萬 | 0.55% | −3,022−5.0% | 減碼 |
| Sigma Planning Corp | 57,231 | $323.3 萬 | 0.10% | −2,626−4.4% | 減碼 |
| Benjamin Edwards Inc | 57,459 | $324.6 萬 | 0.05% | +43,782+320.1% | 加碼 |
| Altrafin AG | 57,900 | $327.1 萬 | 1.18% | −5,300−8.4% | 減碼 |
| Ritholtz Wealth Management | 58,135 | $328.4 萬 | 0.10% | +4,848+9.1% | 加碼 |
| Headlands Technologies LLC | 58,414 | $330.0 萬 | 0.38% | −105,138−64.3% | 減碼 |
| Qtron Investments LLC | 58,550 | $330.7 萬 | 0.45% | −1,397−2.3% | 減碼 |
| Lee Danner & Bass Inc | 58,896 | $332.7 萬 | 0.23% | −300−0.5% | 減碼 |
| Hodges Capital Management Inc. | 59,175 | $334.3 萬 | 0.21% | +50,400+574.4% | 加碼 |
| Lawson Kroeker Investment Management Inc | 59,470 | $335.9 萬 | 0.61% | −10,063−14.5% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 59,542 | $336.4 萬 | 2.14% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 59,812 | $337.9 萬 | 0.14% | +757+1.3% | 加碼 |
| Guardian Capital Advisors LP | 61,018 | $338.0 萬 | 0.33% | −790−1.3% | 減碼 |
| Global Retirement Partners, LLC | 59,847 | $338.1 萬 | 0.10% | +1,434+2.5% | 加碼 |
| Profund Advisors LLC | 59,863 | $338.2 萬 | 0.13% | +7,108+13.5% | 加碼 |
| Meeder Advisory Services, Inc. | 59,998 | $338.9 萬 | 0.22% | −3,943−6.2% | 減碼 |
| BWM Planning, LLC | 60,015 | $339.0 萬 | 1.50% | +60,015 | 新進 |
| Bryn Mawr Trust Co | 60,373 | $341.0 萬 | 0.06% | +51,927+614.8% | 加碼 |
| Norden Group LLC | 60,519 | $341.9 萬 | 0.40% | +28,003+86.1% | 加碼 |
| Trajan Wealth LLC | 60,838 | $343.7 萬 | 0.20% | +8,358+15.9% | 加碼 |
| Bank of Stockton | 61,229 | $345.9 萬 | 1.04% | +17,578+40.3% | 加碼 |
| Waterloo Capital, L.P. | 61,456 | $347.2 萬 | 0.38% | +678+1.1% | 加碼 |
| HighPoint Advisor Group LLC | 61,507 | $347.5 萬 | 0.20% | −5,939−8.8% | 減碼 |
| Peapack Gladstone Financial Corp | 61,758 | $348.9 萬 | 0.05% | −7,837−11.3% | 減碼 |
| Alberta Investment Management Corp | 61,900 | $349.7 萬 | 0.03% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 62,088 | $350.7 萬 | 0.05% | −654−1.0% | 減碼 |
| 44 Wealth Management LLC | 54,621 | $352.6 萬 | 1.24% | +54,621 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 62,507 | $353.1 萬 | 0.14% | +5,103+8.9% | 加碼 |
| Hamilton Capital Partners Inc. | 63,189 | $357.0 萬 | 0.31% | +12,547+24.8% | 加碼 |
| Independent Advisor Alliance | 63,667 | $359.7 萬 | 0.13% | +700+1.1% | 加碼 |
| Asio Capital, LLC | 63,990 | $361.5 萬 | 0.69% | +3,865+6.4% | 加碼 |
| Connable Office Inc | 64,131 | $362.3 萬 | 0.36% | +345+0.5% | 加碼 |
| Oldfather Financial Services, LLC | 64,576 | $364.8 萬 | 1.40% | +210.0% | 加碼 |
| Summit Trail Advisors, LLC | 65,138 | $368.0 萬 | 0.09% | −9,648−12.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,063 | $373.2 萬 | 0.01% | +7,183+12.2% | 加碼 |
| Culbertson A N & Co Inc | 66,187 | $373.9 萬 | 0.60% | −1,800−2.6% | 減碼 |
| Regions Financial Corp | 66,621 | $376.3 萬 | 0.03% | +990+1.5% | 加碼 |
| Bradley Foster & Sargent Inc | 67,788 | $382.9 萬 | 0.06% | −2,751−3.9% | 減碼 |
| Bleakley Financial Group, LLC | 68,411 | $386.5 萬 | 0.12% | +6,367+10.3% | 加碼 |
| AIA Group Ltd | 68,519 | $387.1 萬 | 0.10% | −3,180−4.4% | 減碼 |
| Vestcor Inc | 68,840 | $388.9 萬 | 0.12% | 00.0% | 不變 |
| First Trust Investment Solutions L.P. | 68,910 | $389.3 萬 | 0.44% | +60,936+764.2% | 加碼 |
| First National Advisers, LLC | 68,985 | $389.7 萬 | 0.62% | +3,428+5.2% | 加碼 |
| Algert Global LLC | 70,478 | $398.1 萬 | 0.11% | +70,478 | 新進 |
| Aster Capital Management (DIFC) Ltd | 71,345 | $403.0 萬 | 0.87% | +71,345 | 新進 |
| Richard Bernstein Advisors LLC | 72,255 | $408.2 萬 | 0.09% | −14,958−17.2% | 減碼 |
| Greenleaf Trust | 72,362 | $408.8 萬 | 0.04% | −1,605−2.2% | 減碼 |
| Thompson Siegel & Walmsley LLC | 72,684 | $410.6 萬 | 0.06% | +50+0.1% | 加碼 |
| Picton Mahoney Asset Management | 72,780 | $411.2 萬 | 0.16% | −52,380−41.9% | 減碼 |
| Credit Agricole S A | 72,891 | $411.8 萬 | 0.02% | −298,425−80.4% | 減碼 |
| HB Wealth Management, LLC | 72,998 | $412.4 萬 | 0.04% | +4,892+7.2% | 加碼 |
| Gotham Asset Management, LLC | 73,246 | $413.8 萬 | 0.04% | +1,897+2.7% | 加碼 |
| Bahl & Gaynor Inc | 73,470 | $415.0 萬 | 0.02% | −11,650−13.7% | 減碼 |
| Apollon Wealth Management, LLC | 73,503 | $415.2 萬 | 0.12% | −2,642−3.5% | 減碼 |
| Daymark Wealth Partners, LLC | 74,015 | $418.1 萬 | 0.18% | −1,632−2.2% | 減碼 |
| Sterling Capital Management LLC | 74,025 | $418.2 萬 | 0.05% | +74,025 | 新進 |
| Cloverfields Capital Group, LP | 74,095 | $418.6 萬 | 1.35% | −25,616−25.7% | 減碼 |
| Plato Investment Management Ltd | 74,565 | $420.8 萬 | 0.34% | +2,119+2.9% | 加碼 |
| Weik Capital Management | 74,673 | $421.8 萬 | 1.70% | −125−0.2% | 減碼 |
| HighMark Wealth Management LLC | 74,770 | $422.4 萬 | 2.31% | −150.0% | 減碼 |
| Pensionmark Financial Group, LLC | 75,432 | $426.1 萬 | 0.13% | +69,901+1,263.8% | 加碼 |
| TD Private Client Wealth LLC | 76,754 | $433.6 萬 | 0.12% | −24,515−24.2% | 減碼 |
| NorthRock Partners, LLC | 76,934 | $434.6 萬 | 0.14% | +23,712+44.6% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $435.0 萬 | 0.52% | 00.0% | 不變 |
| Horizon Investments, LLC | 78,053 | $438.4 萬 | 0.12% | −6,219−7.4% | 減碼 |
| Kingsview Wealth Management, LLC | 77,974 | $440.5 萬 | 0.09% | −3,459−4.2% | 減碼 |
| Integrated Wealth Concepts LLC | 78,436 | $443.1 萬 | 0.05% | −9,948−11.3% | 減碼 |
| Farther Finance Advisors, LLC | 78,686 | $444.5 萬 | 0.17% | +1,820+2.4% | 加碼 |
| Oddo BHF Asset Management SAS | 78,809 | $445.2 萬 | 0.22% | +78,809 | 新進 |
| Kestra Private Wealth Services, LLC | 78,942 | $445.9 萬 | 0.08% | −17,819−18.4% | 減碼 |
| Barr E S & Co | 79,288 | $447.9 萬 | 0.28% | −2,706−3.3% | 減碼 |
| Empower Advisory Group, LLC | 79,608 | $449.7 萬 | 0.02% | +8,222+11.5% | 加碼 |
| Twin Capital Management Inc | 79,652 | $450.0 萬 | 0.51% | −891−1.1% | 減碼 |
| United Services Automobile Association | 79,973 | $451.8 萬 | 0.12% | −21,730−21.4% | 減碼 |
| Axxcess Wealth Management, LLC | 80,033 | $452.1 萬 | 0.11% | +14,728+22.6% | 加碼 |
| Wolverine Trading, LLC | 81,202 | $453.9 萬 | 0.12% | −19,919−19.7% | 減碼 |
| Woodward Diversified Capital, LLC | 80,881 | $456.9 萬 | 2.90% | −4,302−5.1% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 81,101 | $458.1 萬 | 0.45% | −3,174−3.8% | 減碼 |
| Fayez Sarofim & Co | 81,853 | $462.4 萬 | 0.01% | +21,350+35.3% | 加碼 |
| Mission Wealth Management, LP | 81,866 | $462.5 萬 | 0.11% | −6,602−7.5% | 減碼 |
| Longbow Finance SA | 82,926 | $468.4 萬 | 0.50% | 00.0% | 不變 |
| Banco Santander, S.A. | 83,373 | $471.0 萬 | 0.06% | −2,332−2.7% | 減碼 |
| CAPROCK Group, Inc. | 83,671 | $472.7 萬 | 0.17% | +1,214+1.5% | 加碼 |
| Commerzbank Aktiengesellschaft | 84,152 | $475.4 萬 | 0.13% | +67,466+404.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 85,378 | $482.4 萬 | 0.09% | +53,329+166.4% | 加碼 |
| Mill Capital Management, LLC | 85,455 | $482.7 萬 | 0.38% | −1,500−1.7% | 減碼 |
| King Luther Capital Management Corp | 85,680 | $484.0 萬 | 0.02% | +1,200+1.4% | 加碼 |
| Wesleyan Assurance Society | 86,500 | $488.4 萬 | 0.39% | 00.0% | 不變 |
| Brookmont Capital Management | 86,684 | $489.7 萬 | 2.52% | −3,168−3.5% | 減碼 |
| Vident Advisory, LLC | 87,471 | $494.1 萬 | 0.12% | +3,396+4.0% | 加碼 |
| Stephens Inc | 87,518 | $494.4 萬 | 0.07% | −1,462−1.6% | 減碼 |
| Merit Financial Group, LLC | 87,612 | $494.9 萬 | 0.11% | +4,161+5.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 87,664 | $495.2 萬 | 0.13% | −78,999−47.4% | 減碼 |
| Gifford Fong Associates | 88,052 | $497.4 萬 | 1.24% | 00.0% | 不變 |
| Tiaa Trust, National Association | 88,196 | $498.2 萬 | 0.01% | −198−0.2% | 減碼 |
| Clayton Partners LLC | 88,265 | $498.6 萬 | 3.59% | −1,628−1.8% | 減碼 |
| Bard Financial Services, Inc. | 88,355 | $499.1 萬 | 0.59% | −11,805−11.8% | 減碼 |
| Drucker Wealth 3.0, LLC | 89,361 | $504.8 萬 | 1.21% | +1,570+1.8% | 加碼 |
| Savant Capital, LLC | 89,692 | $506.7 萬 | 0.04% | −991−1.1% | 減碼 |
| Madison Asset Management, LLC | 89,728 | $506.9 萬 | 0.06% | −3,031−3.3% | 減碼 |