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
- 2,248
- 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 780 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 |
|---|---|---|---|---|---|
| Lakeridge Wealth Management LLC | 6,115 | $34.5 萬 | 0.19% | +36+0.6% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 6,123 | $34.6 萬 | 0.07% | +935+18.0% | 加碼 |
| Larson Financial Group LLC | 6,129 | $34.6 萬 | 0.02% | +1,097+21.8% | 加碼 |
| CFO4Life Group, LLC | 6,132 | $34.6 萬 | 0.06% | −212−3.3% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,142 | $34.7 萬 | 0.08% | −228−3.6% | 減碼 |
| Procyon Private Wealth Partners, LLC | 6,185 | $34.8 萬 | 0.02% | −41−0.7% | 減碼 |
| M3 Advisory Group, LLC | 6,156 | $34.8 萬 | 0.26% | +28+0.5% | 加碼 |
| Coastline Trust Co | 6,172 | $34.9 萬 | 0.04% | +900+17.1% | 加碼 |
| Evoke Wealth, LLC | 6,190 | $35.0 萬 | 0.01% | +6,190 | 新進 |
| Wealthstream Advisors, Inc. | 6,198 | $35.0 萬 | 0.06% | +20.0% | 加碼 |
| Nichols & Pratt Advisers LLP | 6,200 | $35.0 萬 | 0.02% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 6,202 | $35.0 萬 | 0.05% | +1,493+31.7% | 加碼 |
| Heritage Investment Group, Inc. | 6,205 | $35.1 萬 | 0.07% | 00.0% | 不變 |
| Seven Mile Advisory | 6,206 | $35.1 萬 | 0.23% | −62−1.0% | 減碼 |
| Keebeck Alpha, LP | 6,212 | $35.1 萬 | 0.23% | +2,480+66.5% | 加碼 |
| Fruth Investment Management | 6,218 | $35.1 萬 | 0.09% | −200−3.1% | 減碼 |
| Oakworth Capital, Inc. | 6,228 | $35.2 萬 | 0.02% | +896+16.8% | 加碼 |
| Legacy Bridge, LLC | 6,229 | $35.2 萬 | 0.19% | 00.0% | 不變 |
| Sym Financial Corp | 6,237 | $35.2 萬 | 0.05% | +2,217+55.1% | 加碼 |
| Allegheny Financial Group LTD | 6,244 | $35.3 萬 | 0.09% | +30.0% | 加碼 |
| Community Trust & Investment Co | 6,248 | $35.3 萬 | 0.02% | +1,629+35.3% | 加碼 |
| Financial Advocates Investment Management | 6,252 | $35.3 萬 | 0.02% | −95−1.5% | 減碼 |
| Family Firm, Inc. | 6,255 | $35.3 萬 | 0.08% | +191+3.1% | 加碼 |
| Winton Group Ltd | 6,271 | $35.4 萬 | 0.02% | +2,484+65.6% | 加碼 |
| TBH Global Asset Management, LLC | 6,277 | $35.5 萬 | 0.08% | −105−1.6% | 減碼 |
| First Financial Corp | 6,286 | $35.5 萬 | 0.17% | 00.0% | 不變 |
| Front Row Advisors LLC | 6,293 | $35.5 萬 | 0.13% | −432−6.4% | 減碼 |
| Morris Financial Concepts, Inc. | 6,306 | $35.6 萬 | 0.15% | −505−7.4% | 減碼 |
| Inceptionr LLC | 6,322 | $35.7 萬 | 0.09% | −26,094−80.5% | 減碼 |
| Verus Capital Partners, LLC | 6,327 | $35.7 萬 | 0.03% | +247+4.1% | 加碼 |
| BlackDiamond Wealth Management Inc. | 4,932 | $35.8 萬 | 0.22% | +114+2.4% | 加碼 |
| Occidental Asset Management, LLC | 6,360 | $35.9 萬 | 0.06% | −121−1.9% | 減碼 |
| Congress Wealth Management LLC | 6,361 | $35.9 萬 | 0.00% | +1,062+20.0% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 6,375 | $36.0 萬 | 0.05% | +361+6.0% | 加碼 |
| Aprio Wealth Management, LLC | 6,377 | $36.0 萬 | 0.06% | −372−5.5% | 減碼 |
| BNC Wealth Management, LLC | 6,394 | $36.1 萬 | 0.13% | −164−2.5% | 減碼 |
| Proficio Capital Partners LLC | 6,419 | $36.3 萬 | 0.04% | −1,341−17.3% | 減碼 |
| Sound Income Strategies, LLC | 6,424 | $36.3 萬 | 0.02% | −52−0.8% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 6,427 | $36.3 萬 | 0.27% | +455+7.6% | 加碼 |
| Traphagen Investment Advisors LLC | 6,442 | $36.4 萬 | 0.04% | +5+0.1% | 加碼 |
| Sweet Financial Partners, LLC | 6,461 | $36.5 萬 | 0.08% | +9+0.1% | 加碼 |
| Diversified, LLC | 6,474 | $36.6 萬 | 0.04% | −304−4.5% | 減碼 |
| Diversified Enterprises, LLC | 6,474 | $36.6 萬 | 0.04% | +6,474 | 新進 |
| Arete Wealth Advisors, LLC | 6,521 | $36.7 萬 | 0.03% | −12,177−65.1% | 減碼 |
| Cascade Financial Partners, LLC | 5,663 | $36.7 萬 | 0.05% | 00.0% | 不變 |
| Ayrshire Capital Management LLC | 6,500 | $36.7 萬 | 0.17% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 6,504 | $36.7 萬 | 0.07% | −156−2.3% | 減碼 |
| Canopy Partners, LLC | 6,507 | $36.8 萬 | 0.16% | −185−2.8% | 減碼 |
| Crown Wealth Group, LLC | 6,508 | $36.8 萬 | 0.16% | −6−0.1% | 減碼 |
| Mengis Capital Management, Inc. | 6,513 | $36.8 萬 | 0.07% | −4,598−41.4% | 減碼 |
| Signature Estate & Investment Advisors LLC | 6,515 | $36.8 萬 | 0.01% | +45+0.7% | 加碼 |
| Bristlecone Advisors, LLC | 6,516 | $36.8 萬 | 0.03% | −1,034−13.7% | 減碼 |
| Winning Points Advisors, LLC | 9,006 | $36.8 萬 | 0.70% | +9,006 | 新進 |
| Caxton Associates LP | 6,530 | $36.9 萬 | 0.02% | +6,530 | 新進 |
| E&G Advisors, LP | 6,534 | $36.9 萬 | 0.10% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 6,557 | $37.0 萬 | 0.01% | −142−2.1% | 減碼 |
| Colonial Trust Co | 6,557 | $37.0 萬 | 0.06% | +4,418+206.5% | 加碼 |
| Callan Family Office, LLC | 6,608 | $37.3 萬 | 0.06% | −85,394−92.8% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 6,658 | $37.6 萬 | 0.17% | +413+6.6% | 加碼 |
| Arbor Investment Advisors, LLC | 6,671 | $37.7 萬 | 0.05% | +6,671 | 新進 |
| Atlas Brown,Inc. | 6,698 | $37.8 萬 | 0.13% | +25+0.4% | 加碼 |
| West Oak Capital, LLC | 13,625 | $37.9 萬 | 0.07% | +6,700+96.8% | 加碼 |
| Ausdal Financial Partners, Inc. | 6,709 | $37.9 萬 | 0.04% | +251+3.9% | 加碼 |
| Sand Hill Global Advisors, LLC | 6,718 | $38.0 萬 | 0.02% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 6,731 | $38.0 萬 | 0.14% | −103−1.5% | 減碼 |
| Evolution Advisers, Inc. | 6,747 | $38.1 萬 | 0.21% | −36−0.5% | 減碼 |
| Drexel Morgan & Co. | 6,747 | $38.1 萬 | 0.07% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 6,749 | $38.1 萬 | 0.23% | −377−5.3% | 減碼 |
| Fortem Financial Group, LLC | 6,758 | $38.2 萬 | 0.16% | −142−2.1% | 減碼 |
| Sunflower Bank, N.A. | 6,762 | $38.2 萬 | 0.10% | +167+2.5% | 加碼 |
| Oxford Financial Group Ltd | 6,788 | $38.3 萬 | 0.02% | −222−3.2% | 減碼 |
| Belmont Capital, LLC | 6,790 | $38.4 萬 | 0.06% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 6,797 | $38.4 萬 | 0.03% | 00.0% | 不變 |
| Cowa, LLC | 6,800 | $38.4 萬 | 0.18% | −500−6.8% | 減碼 |
| Simmons Bank | 6,801 | $38.4 萬 | 0.03% | −300−4.2% | 減碼 |
| Washington Trust Advisors, Inc. | 6,818 | $38.5 萬 | 0.03% | −166−2.4% | 減碼 |
| Sequent Asset Management, LLC | 6,837 | $38.6 萬 | 0.19% | −236−3.3% | 減碼 |
| Great Waters Wealth Management | 6,839 | $38.6 萬 | 0.05% | +187+2.8% | 加碼 |
| Means Investment Co., Inc. | 6,848 | $38.7 萬 | 0.04% | +55+0.8% | 加碼 |
| Founders Financial Alliance, LLC | 6,860 | $38.8 萬 | 0.11% | −490−6.7% | 減碼 |
| Ssi Investment Management LLC | 6,872 | $38.8 萬 | 0.03% | −6−0.1% | 減碼 |
| MONECO Advisors, LLC | 6,884 | $38.9 萬 | 0.05% | −52−0.7% | 減碼 |
| Bouchey Financial Group Ltd | 6,901 | $39.0 萬 | 0.03% | −15−0.2% | 減碼 |
| Fortitude Family Office, LLC | 6,912 | $39.0 萬 | 0.15% | +1,015+17.2% | 加碼 |
| Piscataqua Savings Bank | 6,915 | $39.1 萬 | 0.33% | −300−4.2% | 減碼 |
| Modern Wealth Management, LLC | 6,920 | $39.1 萬 | 0.02% | +141+2.1% | 加碼 |
| Schulhoff & Co Inc | 6,975 | $39.4 萬 | 0.16% | +10.0% | 加碼 |
| Zions Bancorporation, N.A. | 6,977 | $39.4 萬 | 0.03% | +311+4.7% | 加碼 |
| Westhampton Capital, LLC | 6,990 | $39.5 萬 | 0.20% | 00.0% | 不變 |
| APCM Wealth Management for Individuals | 6,997 | $39.5 萬 | 0.06% | +1,368+24.3% | 加碼 |
| Kearns & Associates LLC | 7,000 | $39.5 萬 | 0.26% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 7,003 | $39.6 萬 | 0.16% | +596+9.3% | 加碼 |
| Lincoln Capital LLC | 7,009 | $39.6 萬 | 0.08% | +30.0% | 加碼 |
| Wealth Management Partners, LLC | 7,023 | $39.7 萬 | 0.18% | −50−0.7% | 減碼 |
| Elyxium Wealth, LLC | 7,036 | $39.7 萬 | 0.22% | +7,036 | 新進 |
| BancorpSouth Bank | 7,050 | $39.8 萬 | 0.03% | −30.0% | 減碼 |
| Signal Advisors Wealth, LLC | 7,053 | $39.8 萬 | 0.06% | +7,053 | 新進 |
| New Wave Wealth Advisors LLC | 7,056 | $39.9 萬 | 0.18% | +81+1.2% | 加碼 |
| Heritage Oak Wealth Advisors LLC | 7,056 | $39.9 萬 | 0.18% | +7,056 | 新進 |
| Wellspring Financial Advisors, LLC | 7,061 | $39.9 萬 | 0.05% | +7,061 | 新進 |