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 |
|---|---|---|---|---|---|
| OneAscent Wealth Management LLC | 8,462 | $47.8 萬 | 0.18% | +8,462 | 新進 |
| Resonant Capital Advisors, LLC | 8,486 | $47.9 萬 | 0.04% | +426+5.3% | 加碼 |
| Eagle Global Advisors LLC | 8,513 | $48.1 萬 | 0.02% | −180,342−95.5% | 減碼 |
| Fort Point Capital Partners LLC | 8,550 | $48.3 萬 | 0.06% | +16+0.2% | 加碼 |
| Western Pacific Wealth Management, LP | 8,571 | $48.4 萬 | 0.32% | +10.0% | 加碼 |
| SilverOak Wealth Management LLC | 8,594 | $48.5 萬 | 0.11% | −307−3.4% | 減碼 |
| Morse Asset Management, Inc | 8,614 | $48.7 萬 | 0.11% | +8,614 | 新進 |
| Baker Tilly Wealth Management, LLC | 8,648 | $48.9 萬 | 0.22% | −6,620−43.4% | 減碼 |
| Icon Wealth Advisors, LLC | 8,660 | $48.9 萬 | 0.04% | −3,641−29.6% | 減碼 |
| Promethium Advisors,llc | 8,689 | $49.1 萬 | 0.35% | +8,689 | 新進 |
| Summa Corp. | 8,700 | $49.1 萬 | 0.24% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 8,701 | $49.2 萬 | 0.08% | 00.0% | 不變 |
| Bray Capital Advisors | 8,708 | $49.2 萬 | 0.12% | +6+0.1% | 加碼 |
| Altfest L J & Co Inc | 8,714 | $49.2 萬 | 0.07% | −487−5.3% | 減碼 |
| Advisors Management Group Inc | 8,753 | $49.4 萬 | 0.12% | 00.0% | 不變 |
| Hudock, Inc. | 8,763 | $49.5 萬 | 0.09% | +20.0% | 加碼 |
| Tradewinds, LLC. | 8,774 | $49.6 萬 | 0.15% | −303−3.3% | 減碼 |
| Manchester Capital Management LLC | 8,778 | $49.6 萬 | 0.06% | −10−0.1% | 減碼 |
| Monticello Wealth Management, LLC | 8,782 | $49.6 萬 | 0.04% | 00.0% | 不變 |
| KWB Wealth | 8,357 | $49.6 萬 | 0.06% | +8,357 | 新進 |
| Americana Partners, LLC | 8,790 | $49.7 萬 | 0.03% | +503+6.1% | 加碼 |
| Marietta Investment Partners LLC | 8,800 | $49.7 萬 | 0.11% | 00.0% | 不變 |
| CIC Wealth, LLC | 8,806 | $49.7 萬 | 0.13% | −329−3.6% | 減碼 |
| Financial Advisory Service, Inc. | 8,807 | $49.7 萬 | 0.04% | +52+0.6% | 加碼 |
| San Luis Wealth Advisors LLC | 8,818 | $49.8 萬 | 0.10% | −2,505−22.1% | 減碼 |
| Pin Oak Investment Advisors Inc | 8,829 | $49.8 萬 | 0.45% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 8,817 | $49.8 萬 | 0.15% | −159−1.8% | 減碼 |
| Northwest Bank & Trust Co | 8,844 | $50.0 萬 | 0.38% | 00.0% | 不變 |
| Spectrum Wealth Counsel, LLC | 8,885 | $50.2 萬 | 0.06% | −681−7.1% | 減碼 |
| Canandaigua National Bank & Trust Co | 8,894 | $50.2 萬 | 0.05% | −108−1.2% | 減碼 |
| Fundamentun, LLC | 8,904 | $50.3 萬 | 0.04% | −487−5.2% | 減碼 |
| Meridian Wealth Management, LLC | 8,929 | $50.4 萬 | 0.02% | +8,929 | 新進 |
| Onefund, LLC | 8,948 | $50.5 萬 | 0.51% | −472−5.0% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,952 | $50.6 萬 | 0.19% | +10.0% | 加碼 |
| Texas Capital Bancshares Inc | 8,959 | $50.6 萬 | 0.20% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 9,004 | $50.9 萬 | 0.15% | −422−4.5% | 減碼 |
| Lauterbach Financial Advisors, LLC | 9,009 | $50.9 萬 | 0.31% | +62+0.7% | 加碼 |
| Triumph Capital Management | 9,023 | $51.0 萬 | 0.18% | −6−0.1% | 減碼 |
| WealthPlan Investment Management, LLC | 9,034 | $51.0 萬 | 0.05% | +21+0.2% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,037 | $51.0 萬 | 0.32% | +200+2.3% | 加碼 |
| Westover Capital Advisors, LLC | 9,047 | $51.1 萬 | 0.10% | 00.0% | 不變 |
| Davis R M Inc | 9,051 | $51.1 萬 | 0.01% | +336+3.9% | 加碼 |
| CTC Alternative Strategies, Ltd. | 9,065 | $51.2 萬 | 0.64% | −19,282−68.0% | 減碼 |
| Ocean Capital Management, LLC | 9,075 | $51.3 萬 | 0.12% | +9,075 | 新進 |
| Berger Financial Group, Inc | 9,078 | $51.3 萬 | 0.04% | +948+11.7% | 加碼 |
| Appleton Partners Inc | 9,107 | $51.4 萬 | 0.04% | −450−4.7% | 減碼 |
| Valley National Advisers Inc | 9,149 | $51.6 萬 | 0.09% | −15,585−63.0% | 減碼 |
| Sherbrooke Park Advisers LLC | 9,140 | $51.6 萬 | 0.12% | −28,022−75.4% | 減碼 |
| Bailard, Inc. | 9,142 | $51.6 萬 | 0.01% | −22−0.2% | 減碼 |
| Sebold Capital Management, Inc. | 9,167 | $51.8 萬 | 0.34% | −981−9.7% | 減碼 |
| Harbor Investment Advisory, LLC | 9,184 | $51.9 萬 | 0.05% | −123−1.3% | 減碼 |
| Perennial Investment Advisors, LLC | 9,192 | $51.9 萬 | 0.07% | −178−1.9% | 減碼 |
| Koshinski Asset Management, Inc. | 9,198 | $52.0 萬 | 0.04% | +6+0.1% | 加碼 |
| Regatta Capital Group, LLC | 9,239 | $52.2 萬 | 0.10% | −111−1.2% | 減碼 |
| LRI Investments, LLC | 7,193 | $52.4 萬 | 0.05% | −929−11.4% | 減碼 |
| Cahill Financial Advisors Inc | 9,294 | $52.5 萬 | 0.07% | +73+0.8% | 加碼 |
| South State Corp. | 9,311 | $52.6 萬 | 0.04% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 9,312 | $52.6 萬 | 0.03% | −180−1.9% | 減碼 |
| Royal Capital Wealth Management, LLC | 9,351 | $52.8 萬 | 0.37% | −336−3.5% | 減碼 |
| Carrera Capital Advisors | 9,374 | $53.0 萬 | 0.13% | +535+6.1% | 加碼 |
| Quadrant Private Wealth Management, LLC | 9,420 | $53.2 萬 | 0.13% | −584−5.8% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 9,435 | $53.3 萬 | 0.01% | −799,545−98.8% | 減碼 |
| West Bancorporation Inc | 9,450 | $53.4 萬 | 0.36% | 00.0% | 不變 |
| Sather Financial Group Inc | 9,451 | $53.4 萬 | 0.03% | −5,000−34.6% | 減碼 |
| Keystone Financial Group | 9,486 | $53.6 萬 | 0.07% | −702−6.9% | 減碼 |
| Aspen Investment Management Inc | 9,480 | $53.6 萬 | 0.25% | 00.0% | 不變 |
| Creekside Partners | 9,537 | $53.9 萬 | 0.28% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 9,545 | $53.9 萬 | 0.08% | −401−4.0% | 減碼 |
| Monarch Capital Management Inc | 9,555 | $54.0 萬 | 0.15% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 9,544 | $54.0 萬 | 0.05% | +2,940+44.5% | 加碼 |
| Sandy Spring Bank | 9,570 | $54.1 萬 | 0.02% | −542−5.4% | 減碼 |
| Smith Thornton Advisors LLC | 9,591 | $54.2 萬 | 0.36% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 9,595 | $54.2 萬 | 0.11% | 00.0% | 不變 |
| Old North State Trust, LLC | 9,614 | $54.3 萬 | 0.44% | +1,680+21.2% | 加碼 |
| Change Path, LLC | 9,637 | $54.4 萬 | 0.02% | +3,285+51.7% | 加碼 |
| Global Trust Asset Management, LLC | 9,736 | $55.0 萬 | 0.20% | −578−5.6% | 減碼 |
| Iron Horse Wealth Management, LLC | 9,757 | $55.1 萬 | 0.19% | +126+1.3% | 加碼 |
| Verum Partners LLC | 9,758 | $55.1 萬 | 0.16% | +111+1.2% | 加碼 |
| Athena Investment Management | 9,758 | $55.1 萬 | 0.31% | 00.0% | 不變 |
| WealthShield Partners, LLC | 9,763 | $55.1 萬 | 0.07% | +3,168+48.0% | 加碼 |
| Biltmore Family Office, LLC | 9,848 | $55.6 萬 | 0.10% | +462+4.9% | 加碼 |
| Rockland Trust Co | 9,850 | $55.6 萬 | 0.03% | 00.0% | 不變 |
| Integral Investment Advisors, Inc. | 9,883 | $55.8 萬 | 0.19% | 00.0% | 不變 |
| Monument Capital Management | 9,884 | $55.8 萬 | 0.15% | −18−0.2% | 減碼 |
| Catalina Capital Group, LLC | 9,886 | $55.8 萬 | 0.19% | +168+1.7% | 加碼 |
| Webster Bank, N. A. | 9,888 | $55.9 萬 | 0.06% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 9,900 | $55.9 萬 | 0.28% | 00.0% | 不變 |
| Alta Advisers Ltd | 9,900 | $55.9 萬 | 0.26% | 00.0% | 不變 |
| PDS Planning, Inc | 9,943 | $56.2 萬 | 0.05% | +556+5.9% | 加碼 |
| Circle Wealth Management, LLC | 9,953 | $56.2 萬 | 0.01% | +16+0.2% | 加碼 |
| Bremer Bank National Association | 10,017 | $56.6 萬 | 0.11% | −565−5.3% | 減碼 |
| Jacobs & Co | 10,042 | $56.7 萬 | 0.06% | −200−2.0% | 減碼 |
| Tucker Asset Management LLC | 10,065 | $56.9 萬 | 0.13% | +1,242+14.1% | 加碼 |
| Chiron Capital Management, LLC | 10,111 | $57.1 萬 | 0.51% | −2,201−17.9% | 減碼 |
| Basepoint Wealth LLC | 10,114 | $57.1 萬 | 0.42% | −127−1.2% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 10,117 | $57.2 萬 | 0.14% | −547−5.1% | 減碼 |
| GFG Capital, LLC | 20,282 | $57.3 萬 | 0.23% | −485−2.3% | 減碼 |
| Financial Engines Advisors L.L.C. | 10,202 | $57.6 萬 | 0.00% | +439+4.5% | 加碼 |
| G&S Capital LLC | 10,236 | $57.8 萬 | 0.24% | +14+0.1% | 加碼 |
| Stephenson National Bank & Trust | 10,248 | $57.9 萬 | 0.18% | 00.0% | 不變 |