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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 90,123 | $509.1 萬 | 0.17% | −5,117−5.4% | 減碼 |
| Elgethun Capital Management | 90,560 | $511.6 萬 | 1.20% | +545+0.6% | 加碼 |
| Cohen Klingenstein LLC | 90,900 | $513.5 萬 | 0.18% | 00.0% | 不變 |
| Hancock Whitney Corp | 91,060 | $514.4 萬 | 0.17% | −204−0.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 91,330 | $515.9 萬 | 0.32% | −67,642−42.5% | 減碼 |
| Continental Advisors LLC | 91,906 | $519.2 萬 | 3.83% | +1,000+1.1% | 加碼 |
| Siemens Fonds Invest GmbH | 92,047 | $520.0 萬 | 0.41% | −1,150−1.2% | 減碼 |
| Clearstead Advisors, LLC | 92,258 | $521.2 萬 | 0.08% | −5,280−5.4% | 減碼 |
| Argent Trust Co | 92,285 | $521.3 萬 | 0.22% | +6,222+7.2% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 92,845 | $524.5 萬 | 2.05% | +135+0.1% | 加碼 |
| Concentric Wealth Management, LLC | 93,045 | $525.6 萬 | 1.28% | +292+0.3% | 加碼 |
| Umb Bank N A | 93,915 | $530.5 萬 | 0.08% | −7,798−7.7% | 減碼 |
| Winslow Asset Management Inc | 94,748 | $535.2 萬 | 0.99% | +569+0.6% | 加碼 |
| Western Financial Corp | 95,035 | $536.9 萬 | 3.05% | +132+0.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 95,863 | $541.5 萬 | 0.24% | +4,057+4.4% | 加碼 |
| Assenagon Asset Management S.A. | 96,400 | $544.6 萬 | 0.01% | +7,415+8.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 96,715 | $546.3 萬 | 0.02% | −18,406−16.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 96,745 | $546.5 萬 | 0.08% | +6,317+7.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 96,869 | $547.2 萬 | 0.06% | −4,698−4.6% | 減碼 |
| MAI Capital Management | 97,046 | $548.2 萬 | 0.05% | −15,095−13.5% | 減碼 |
| First National Bank of Omaha | 97,053 | $548.3 萬 | 0.35% | −7,363−7.1% | 減碼 |
| Veriti Management LLC | 97,809 | $552.5 萬 | 0.30% | +11,054+12.7% | 加碼 |
| Synovus Financial Corp | 99,049 | $559.5 萬 | 0.06% | +24,126+32.2% | 加碼 |
| Hutchinson Capital Management | 100,485 | $567.6 萬 | 1.08% | −145−0.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 100,777 | $569.3 萬 | 0.39% | −11,671−10.4% | 減碼 |
| Principal Securities, Inc. | 100,833 | $569.6 萬 | 0.14% | +7,423+7.9% | 加碼 |
| Robinson Value Management, Ltd. | 101,372 | $572.7 萬 | 3.72% | +303+0.3% | 加碼 |
| Whittier Trust Co | 101,566 | $573.7 萬 | 0.08% | −1,932−1.9% | 減碼 |
| PFG Advisors | 101,761 | $574.8 萬 | 0.36% | +3,536+3.6% | 加碼 |
| GLOBALT Investments LLC | 102,029 | $576.4 萬 | 0.22% | +102,029 | 新進 |
| Long Focus Capital Management, LLC | 103,000 | $581.8 萬 | 0.51% | 00.0% | 不變 |
| Unison Asset Management LLC | 103,241 | $583.2 萬 | 2.77% | −162−0.2% | 減碼 |
| Harvest Portfolios Group Inc. | 104,128 | $588.2 萬 | 0.20% | +7,303+7.5% | 加碼 |
| Wittenberg Investment Management, Inc. | 104,530 | $590.5 萬 | 1.93% | −11,167−9.7% | 減碼 |
| TD Waterhouse Canada Inc. | 107,105 | $592.7 萬 | 0.05% | +646+0.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 105,535 | $596.2 萬 | 0.32% | −5,406−4.9% | 減碼 |
| NBW Capital LLC | 105,834 | $597.9 萬 | 1.13% | −627−0.6% | 減碼 |
| Park Avenue Securities LLC | 106,366 | $600.9 萬 | 0.07% | −7,123−6.3% | 減碼 |
| California First Leasing Corp | 106,400 | $601.1 萬 | 2.61% | 00.0% | 不變 |
| Beacon Financial Group | 106,488 | $601.6 萬 | 0.65% | −2,617−2.4% | 減碼 |
| Cynosure Management, LLC | 107,158 | $605.3 萬 | 0.88% | +54,026+101.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 107,877 | $609.4 萬 | 0.14% | −3,070−2.8% | 減碼 |
| Prudential PLC | 108,078 | $610.5 萬 | 0.03% | +49,916+85.8% | 加碼 |
| Advisory Services Network, LLC | 103,578 | $615.1 萬 | 0.13% | 00.0% | 不變 |
| NatWest Group plc | 109,382 | $617.9 萬 | 1.83% | −29,116−21.0% | 減碼 |
| Rathbone Brothers plc | 110,607 | $624.8 萬 | 0.03% | +722+0.7% | 加碼 |
| DCM Advisors, LLC | 111,284 | $628.6 萬 | 3.17% | 00.0% | 不變 |
| Baxter Bros Inc | 113,266 | $639.8 萬 | 0.83% | −4,970−4.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 114,236 | $645.3 萬 | 0.25% | +34,865+43.9% | 加碼 |
| Algebris (UK) Ltd | 127,489 | $646.8 萬 | 2.71% | +127,489 | 新進 |
| Maltese Capital Management LLC | 115,000 | $649.6 萬 | 1.05% | −309,651−72.9% | 減碼 |
| RiverFront Investment Group, LLC | 116,494 | $658.1 萬 | 0.15% | −136−0.1% | 減碼 |
| tru Independence LLC | 116,717 | $659.3 萬 | 1.93% | −1,953−1.6% | 減碼 |
| Sicart Associates LLC | 118,325 | $668.4 萬 | 2.35% | −2,500−2.1% | 減碼 |
| Semmax Financial Advisors Inc. | 93,119 | $679.8 萬 | 1.87% | +10,459+12.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 121,177 | $684.5 萬 | 0.17% | −20,000−14.2% | 減碼 |
| Gibraltar Capital Management, Inc. | 121,322 | $685.3 萬 | 3.08% | −1,405−1.1% | 減碼 |
| Sowell Financial Services LLC | 122,178 | $690.2 萬 | 0.32% | −5,606−4.4% | 減碼 |
| Salzhauer Michael | 123,033 | $695.0 萬 | 4.42% | 00.0% | 不變 |
| Olstein Capital Management, L.P. | 124,000 | $700.5 萬 | 1.19% | +3,000+2.5% | 加碼 |
| Swiss Life Asset Management Ltd | 124,386 | $701.9 萬 | 0.08% | −15,910−11.3% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 125,289 | $707.8 萬 | 0.77% | +121+0.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 125,663 | $709.9 萬 | 0.07% | +6,686+5.6% | 加碼 |
| Two Sigma Securities, LLC | 126,184 | $712.8 萬 | 0.56% | −96,008−43.2% | 減碼 |
| Uncommon Cents Investing LLC | 126,224 | $713.0 萬 | 2.00% | −120−0.1% | 減碼 |
| Monte Financial Group, LLC | 126,937 | $717.1 萬 | 2.97% | +2,230+1.8% | 加碼 |
| Empirical Finance, LLC | 127,794 | $721.9 萬 | 0.42% | +1,751+1.4% | 加碼 |
| Estabrook Capital Management | 127,928 | $722.7 萬 | 1.08% | −2,832−2.2% | 減碼 |
| Tufton Capital Management | 128,587 | $726.4 萬 | 1.36% | −2,445−1.9% | 減碼 |
| Hennessy Advisors Inc | 129,300 | $730.4 萬 | 0.23% | 00.0% | 不變 |
| CMT Capital Markets Trading GmbH | 130,000 | $734.4 萬 | 3.36% | +58,316+81.4% | 加碼 |
| Hikari Power Ltd | 130,460 | $737.0 萬 | 0.61% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 131,553 | $743.1 萬 | 0.02% | −11,085−7.8% | 減碼 |
| Chartwell Investment Partners, LLC | 132,829 | $750.4 萬 | 0.26% | +18,717+16.4% | 加碼 |
| ING Groep NV | 133,355 | $753.3 萬 | 0.04% | −245,056−64.8% | 減碼 |
| Vinva Investment Management Ltd | 135,122 | $755.3 萬 | 0.33% | −10,534−7.2% | 減碼 |
| Lido Advisors, LLC | 134,597 | $760.3 萬 | 0.06% | +7,239+5.7% | 加碼 |
| GTS Securities LLC | 135,242 | $764.0 萬 | 0.15% | −12,628−8.5% | 減碼 |
| Intech Investment Management LLC | 135,555 | $765.8 萬 | 0.09% | +34,068+33.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 137,565 | $777.1 萬 | 0.41% | −3,806−2.7% | 減碼 |
| Prospera Financial Services Inc | 138,432 | $782.0 萬 | 0.20% | +22,854+19.8% | 加碼 |
| Alerus Financial NA | 138,712 | $783.6 萬 | 0.58% | −7,001−4.8% | 減碼 |
| Toroso Investments, LLC | 138,813 | $784.2 萬 | 0.09% | +5,946+4.5% | 加碼 |
| Meritage Portfolio Management | 139,121 | $785.9 萬 | 0.48% | −3,191−2.2% | 減碼 |
| Norinchukin Bank, The | 139,185 | $786.3 萬 | 0.19% | +16,335+13.3% | 加碼 |
| Abner Herrman & Brock LLC | 139,950 | $790.6 萬 | 0.95% | +68,600+96.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 141,672 | $800.3 萬 | 0.09% | +77,536+120.9% | 加碼 |
| Chesley Taft & Associates LLC | 142,123 | $802.9 萬 | 0.38% | −350−0.2% | 減碼 |
| Raymond James Trust N.A. | 142,321 | $804.0 萬 | 0.17% | +3,481+2.5% | 加碼 |
| Tritonpoint Wealth, LLC | 143,963 | $804.8 萬 | 0.74% | +6,262+4.5% | 加碼 |
| Brinker Capital Investments, LLC | 142,573 | $805.4 萬 | 0.08% | +3,539+2.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 142,573 | $805.4 萬 | 0.08% | +3,539+2.5% | 加碼 |
| CSM Advisors, LLC | 143,512 | $810.8 萬 | 0.53% | −7,615−5.0% | 減碼 |
| Poehling Capital Management, LLC | 144,254 | $814.9 萬 | 2.08% | −1,951−1.3% | 減碼 |
| Clearbridge Investments, LLC | 144,834 | $818.2 萬 | 0.01% | −3,789−2.5% | 減碼 |
| Blume Capital Management, Inc. | 145,656 | $822.8 萬 | 1.86% | +2,778+1.9% | 加碼 |
| New England Asset Management Inc | 147,020 | $830.5 萬 | 1.29% | −400.0% | 減碼 |
| Alpine Bank Wealth Management | 148,733 | $840.2 萬 | 1.34% | +148,733 | 新進 |
| RBF Capital, LLC | 150,000 | $847.4 萬 | 0.43% | 00.0% | 不變 |
| Sanders Capital, LLC | 150,500 | $850.2 萬 | 0.01% | 00.0% | 不變 |