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
- 2,247
- 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 27,069 | $152.9 萬 | 0.04% | −2,402−8.2% | 減碼 |
| Graham Capital Management, L.P. | 26,988 | $152.5 萬 | 0.05% | +26,988 | 新進 |
| Apella Capital, LLC | 27,560 | $152.4 萬 | 0.06% | +2,805+11.3% | 加碼 |
| Dynasty Wealth Management, LLC | 26,918 | $152.1 萬 | 0.05% | −4,263−13.7% | 減碼 |
| Evergreen Capital Management LLC | 26,903 | $152.0 萬 | 0.05% | −2,475−8.4% | 減碼 |
| Hardin Capital Partners, LLC | 16,647 | $151.4 萬 | 0.86% | −461−2.7% | 減碼 |
| Everett Harris & Co | 26,799 | $151.4 萬 | 0.02% | −430−1.6% | 減碼 |
| Diversify Wealth Management, LLC | 23,405 | $151.1 萬 | 0.15% | −837−3.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 26,546 | $150.0 萬 | 0.05% | −3,104−10.5% | 減碼 |
| Resources Management Corp | 26,480 | $149.6 萬 | 0.20% | −200−0.7% | 減碼 |
| Coastwise Capital Group, LLC | 26,436 | $149.3 萬 | 1.23% | +26,436 | 新進 |
| Meridian Investment Counsel Inc. | 26,381 | $149.0 萬 | 0.45% | −2,511−8.7% | 減碼 |
| GHP Investment Advisors, Inc. | 26,353 | $148.9 萬 | 0.07% | +710+2.8% | 加碼 |
| Venture Visionary Partners LLC | 26,286 | $148.5 萬 | 0.06% | −14,906−36.2% | 減碼 |
| KG&L Capital Management,LLC | 27,334 | $147.9 萬 | 0.48% | +16,019+141.6% | 加碼 |
| Jeppson Wealth Management, LLC | 26,140 | $147.7 萬 | 0.53% | −502−1.9% | 減碼 |
| Level Four Advisory Services, LLC | 22,672 | $147.2 萬 | 0.06% | −54,687−70.7% | 減碼 |
| Walter & Keenan Financial Consulting Co | 25,958 | $146.6 萬 | 0.45% | +35+0.1% | 加碼 |
| Atomi Financial Group, Inc. | 25,855 | $146.1 萬 | 0.09% | −2,516−8.9% | 減碼 |
| Balyasny Asset Management LLC | 25,796 | $145.7 萬 | 0.00% | −4,761,817−99.5% | 減碼 |
| FSB Premier Wealth Management, Inc. | 25,696 | $145.2 萬 | 0.59% | +4,295+20.1% | 加碼 |
| Fiduciary Group LLC | 25,690 | $145.1 萬 | 0.15% | −834−3.1% | 減碼 |
| Holderness Investments Co | 25,512 | $144.1 萬 | 0.31% | −30.0% | 減碼 |
| Islay Capital Management, LLC | 25,435 | $143.7 萬 | 0.96% | 00.0% | 不變 |
| RFG Advisory, LLC | 25,386 | $143.4 萬 | 0.04% | +154+0.6% | 加碼 |
| One Wealth Advisors, LLC | 25,213 | $142.4 萬 | 0.22% | +329+1.3% | 加碼 |
| National Philanthropic Trust | 25,081 | $141.7 萬 | 0.03% | 00.0% | 不變 |
| Chemistry Wealth Management LLC | 25,056 | $141.5 萬 | 0.34% | −2,933−10.5% | 減碼 |
| London Co of Virginia | 24,901 | $140.7 萬 | 0.01% | +50.0% | 加碼 |
| Private Trust Co NA | 24,895 | $140.6 萬 | 0.14% | −473−1.9% | 減碼 |
| Fisher Asset Management, LLC | 24,833 | $140.3 萬 | 0.00% | +3,016+13.8% | 加碼 |
| Fort Sheridan Advisors LLC | 24,755 | $139.8 萬 | 0.21% | −825−3.2% | 減碼 |
| Howard Capital Management Inc. | 24,731 | $139.7 萬 | 0.02% | +24,731 | 新進 |
| Synergy Financial Management, LLC | 24,716 | $139.6 萬 | 0.21% | +24,716 | 新進 |
| Citizens National Bank Trust Department | 24,627 | $139.1 萬 | 0.29% | −2,200−8.2% | 減碼 |
| Massmutual Trust Co FSB | 24,588 | $138.9 萬 | 0.04% | −776−3.1% | 減碼 |
| Cadinha & Co LLC | 24,572 | $138.8 萬 | 0.24% | 00.0% | 不變 |
| Aspiriant, LLC | 24,430 | $138.0 萬 | 0.05% | +977+4.2% | 加碼 |
| NBC Securities, Inc. | 24,405 | $137.8 萬 | 0.12% | +390+1.6% | 加碼 |
| Laurel Wealth Advisors LLC | 24,380 | $137.7 萬 | 0.22% | +520+2.2% | 加碼 |
| Diversified Trust Co | 24,335 | $137.5 萬 | 0.03% | +2,294+10.4% | 加碼 |
| Lake Street Advisors Group, LLC | 24,279 | $137.1 萬 | 0.06% | −888−3.5% | 減碼 |
| Davidson Trust Co | 24,259 | $137.0 萬 | 0.70% | +6,326+35.3% | 加碼 |
| First Horizon Advisors, Inc. | 24,210 | $136.8 萬 | 0.04% | −191−0.8% | 減碼 |
| Drive Wealth Management, LLC | 24,149 | $136.4 萬 | 0.36% | +1,381+6.1% | 加碼 |
| Insight Advisors, LLC | 24,014 | $135.7 萬 | 0.24% | −18−0.1% | 減碼 |
| Teza Capital Management LLC | 23,980 | $135.5 萬 | 0.15% | −147,498−86.0% | 減碼 |
| Tealwood Asset Management Inc | 23,964 | $135.4 萬 | 0.59% | +23,964 | 新進 |
| Sunbelt Securities, Inc. | 23,830 | $134.6 萬 | 0.13% | +1,027+4.5% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 23,824 | $134.6 萬 | 0.12% | −1,061−4.3% | 減碼 |
| E Fund Management Co., Ltd. | 23,820 | $134.6 萬 | 0.07% | +1,873+8.5% | 加碼 |
| Trust Co of Toledo NA | 23,793 | $134.4 萬 | 0.18% | −211−0.9% | 減碼 |
| Neville Rodie & Shaw Inc | 23,604 | $133.3 萬 | 0.10% | −1,949−7.6% | 減碼 |
| Schechter Investment Advisors, LLC | 23,425 | $132.3 萬 | 0.10% | −2,728−10.4% | 減碼 |
| Silvercrest Asset Management Group LLC | 23,213 | $131.1 萬 | 0.01% | −5,881−20.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 23,205 | $131.1 萬 | 0.03% | +487+2.1% | 加碼 |
| Soltis Investment Advisors LLC | 22,984 | $129.8 萬 | 0.13% | −1,305−5.4% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 22,869 | $129.2 萬 | 0.02% | +140+0.6% | 加碼 |
| Buffington Mohr McNeal | 22,802 | $128.8 萬 | 0.21% | +19+0.1% | 加碼 |
| Summit Financial, LLC | 22,754 | $128.5 萬 | 0.05% | −100.0% | 減碼 |
| Washington Trust Co | 22,750 | $128.5 萬 | 0.05% | −39−0.2% | 減碼 |
| Rossmore Private Capital | 22,624 | $127.8 萬 | 0.16% | 00.0% | 不變 |
| LJI Wealth Management, LLC | 22,487 | $127.0 萬 | 0.26% | −1,978−8.1% | 減碼 |
| One Capital Management, LLC | 22,476 | $127.0 萬 | 0.04% | +2,615+13.2% | 加碼 |
| Jefferies Financial Group Inc. | 22,383 | $126.4 萬 | 0.02% | −34,375−60.6% | 減碼 |
| IHT Wealth Management, LLC | 22,483 | $126.3 萬 | 0.04% | +3,155+16.3% | 加碼 |
| Burke & Herbert Bank & Trust Co | 22,361 | $126.3 萬 | 0.29% | −404−1.8% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 22,357 | $126.3 萬 | 0.10% | +99+0.4% | 加碼 |
| Fulton Bank, N.A. | 22,349 | $126.2 萬 | 0.05% | −1,275−5.4% | 減碼 |
| Unique Wealth Strategies, LLC | 22,343 | $126.2 萬 | 0.54% | +631+2.9% | 加碼 |
| TRUE Private Wealth Advisors | 22,248 | $125.7 萬 | 0.15% | −1,737−7.2% | 減碼 |
| Martin & Co Inc | 22,240 | $125.6 萬 | 0.30% | −29−0.1% | 減碼 |
| Skopos Labs, Inc. | 22,218 | $125.5 萬 | 0.41% | +1,776+8.7% | 加碼 |
| Western Wealth Management, LLC | 22,216 | $125.5 萬 | 0.07% | +9,867+79.9% | 加碼 |
| Louisbourg Investments Inc. | 29,244 | $125.4 萬 | 0.32% | 00.0% | 不變 |
| Cove Street Capital, LLC | 22,150 | $125.1 萬 | 0.98% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 22,136 | $125.0 萬 | 0.58% | +2,850+14.8% | 加碼 |
| Mutual Advisors, LLC | 18,981 | $124.2 萬 | 0.04% | −1,323−6.5% | 減碼 |
| Accredited Investors Inc. | 21,942 | $124.0 萬 | 0.07% | −4,538−17.1% | 減碼 |
| Northern Oak Wealth Management Inc | 21,910 | $123.8 萬 | 0.14% | +2,644+13.7% | 加碼 |
| Foresight Global Investors, Inc. | 21,820 | $123.3 萬 | 0.67% | 00.0% | 不變 |
| Pflug Koory, LLC | 21,761 | $122.9 萬 | 0.60% | +21,761 | 新進 |
| Essex Financial Services, Inc. | 18,935 | $122.6 萬 | 0.09% | −4,725−20.0% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 21,730 | $122.6 萬 | 0.03% | +14,682+208.3% | 加碼 |
| Sendero Wealth Management, LLC | 21,685 | $122.5 萬 | 0.19% | +866+4.2% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 21,681 | $122.5 萬 | 0.11% | +1,202+5.9% | 加碼 |
| Country Club Bank | 21,848 | $122.1 萬 | 0.08% | −10,164−31.8% | 減碼 |
| Cito Capital Group, LLC | 21,503 | $121.5 萬 | 0.45% | +2,000+10.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,505 | $121.5 萬 | 0.03% | +1,975+10.1% | 加碼 |
| Foundations Investment Advisors, LLC | 21,483 | $121.4 萬 | 0.03% | +1,179+5.8% | 加碼 |
| Jump Financial, LLC | 21,439 | $121.1 萬 | 0.02% | −32,676−60.4% | 減碼 |
| Welch Group, LLC | 21,360 | $120.7 萬 | 0.05% | +194+0.9% | 加碼 |
| Leavell Investment Management, Inc. | 21,342 | $120.6 萬 | 0.06% | +281+1.3% | 加碼 |
| RIA Advisory Group LLC | 21,260 | $120.1 萬 | 0.42% | +21,260 | 新進 |
| Csenge Advisory Group | 19,633 | $119.7 萬 | 0.06% | +53+0.3% | 加碼 |
| Miracle Mile Advisors, LLC | 21,185 | $119.7 萬 | 0.03% | +824+4.0% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 21,109 | $119.2 萬 | 0.15% | +40.0% | 加碼 |
| Wealthspire Advisors, LLC | 21,104 | $119.2 萬 | 0.01% | −578−2.7% | 減碼 |
| Citadel Investment Advisory, Inc. | 21,091 | $119.1 萬 | 0.63% | −300−1.4% | 減碼 |
| Lindbrook Capital, LLC | 21,019 | $118.7 萬 | 0.11% | +345+1.7% | 加碼 |