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 |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | 20,984 | $118.5 萬 | 0.11% | +3,465+19.8% | 加碼 |
| Semanteon Capital Management, LP | 20,929 | $118.2 萬 | 0.81% | +20,929 | 新進 |
| Castle Rock Wealth Management, LLC | 20,626 | $117.9 萬 | 0.28% | +1,273+6.6% | 加碼 |
| First Financial Bank - Trust Division | 20,859 | $117.8 萬 | 0.11% | −3,054−12.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 20,717 | $117.0 萬 | 0.07% | −481−2.3% | 減碼 |
| Main Street Research LLC | 20,713 | $117.0 萬 | 0.07% | −7,844−27.5% | 減碼 |
| Lazari Capital Management, Inc. | 20,703 | $117.0 萬 | 0.50% | −256−1.2% | 減碼 |
| Cetera Trust Company, N.A | 20,648 | $116.6 萬 | 0.71% | −900−4.2% | 減碼 |
| Prudent Man Advisors, LLC | 20,536 | $116.0 萬 | 0.39% | −437−2.1% | 減碼 |
| Diametric Capital, LP | 20,490 | $115.7 萬 | 0.57% | +20,490 | 新進 |
| Pinnacle Bancorp, Inc. | 20,472 | $115.6 萬 | 0.31% | −3,557−14.8% | 減碼 |
| Kennedy Investment Group | 20,420 | $115.4 萬 | 0.53% | −84−0.4% | 減碼 |
| Courier Capital LLC | 20,389 | $115.2 萬 | 0.08% | −97−0.5% | 減碼 |
| Penobscot Investment Management Company, Inc. | 20,361 | $115.0 萬 | 0.10% | +848+4.3% | 加碼 |
| RNC Capital Management LLC | 19,349 | $114.9 萬 | 0.06% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 20,238 | $114.3 萬 | 0.25% | +36+0.2% | 加碼 |
| LS Investment Advisors, LLC | 20,213 | $114.2 萬 | 0.17% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 20,173 | $114.0 萬 | 0.06% | −718−3.4% | 減碼 |
| Mather Group, LLC. | 20,134 | $113.7 萬 | 0.01% | +1,391+7.4% | 加碼 |
| Frank, Rimerman Advisors LLC | 20,083 | $113.4 萬 | 0.08% | −601−2.9% | 減碼 |
| OneAscent Financial Services LLC | 20,013 | $113.1 萬 | 0.81% | +20,013 | 新進 |
| Continuum Advisory, LLC | 15,527 | $113.0 萬 | 0.14% | +424+2.8% | 加碼 |
| Harbor Advisors LLC | 20,000 | $113.0 萬 | 0.19% | 00.0% | 不變 |
| Savoie Capital LLC | 20,000 | $113.0 萬 | 0.14% | +20,000 | 新進 |
| Carnegie Capital Asset Management, LLC | 19,951 | $112.7 萬 | 0.03% | −1,148−5.4% | 減碼 |
| HBK Sorce Advisory LLC | 19,924 | $112.5 萬 | 0.03% | −982−4.7% | 減碼 |
| JT Stratford LLC | 19,840 | $112.1 萬 | 0.19% | −857−4.1% | 減碼 |
| London & Capital Asset Management Ltd | 19,826 | $112.0 萬 | 0.09% | +109+0.6% | 加碼 |
| Arkadios Wealth Advisors | 19,801 | $111.9 萬 | 0.06% | +3,228+19.5% | 加碼 |
| Polianta Ltd | 19,800 | $111.8 萬 | 0.52% | +19,800 | 新進 |
| Excalibur Management Corp | 19,778 | $111.7 萬 | 0.43% | −637−3.1% | 減碼 |
| Murphy Pohlad Asset Management LLC | 19,733 | $111.5 萬 | 0.46% | −450−2.2% | 減碼 |
| Equitable Trust Co | 19,682 | $111.2 萬 | 0.07% | −353−1.8% | 減碼 |
| Affinity Investment Advisors, LLC | 19,676 | $111.1 萬 | 0.76% | −454−2.3% | 減碼 |
| First Bank & Trust | 19,675 | $111.1 萬 | 0.21% | −139−0.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 19,660 | $111.1 萬 | 0.17% | −290−1.5% | 減碼 |
| Investors Asset Management of Georgia Inc | 19,614 | $110.8 萬 | 0.52% | +59+0.3% | 加碼 |
| Dakota Wealth Management | 19,474 | $110.0 萬 | 0.02% | −428−2.2% | 減碼 |
| Capstone Investment Advisors, LLC | 19,390 | $109.5 萬 | 0.02% | +8,924+85.3% | 加碼 |
| DMG Group, LLC | 19,373 | $109.4 萬 | 0.89% | −1,219−5.9% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 19,335 | $109.2 萬 | 0.23% | −578−2.9% | 減碼 |
| Keystone Financial Services | 19,326 | $109.2 萬 | 0.42% | +1,360+7.6% | 加碼 |
| American State Bank (Iowa) | 19,287 | $109.0 萬 | 0.66% | −172−0.9% | 減碼 |
| Chicago Capital, LLC | 19,247 | $108.7 萬 | 0.03% | −722−3.6% | 減碼 |
| First National Trust Co | 19,243 | $108.7 萬 | 0.04% | −250−1.3% | 減碼 |
| CX Institutional | 19,211 | $108.5 萬 | 0.05% | −592−3.0% | 減碼 |
| Royal Fund Management, LLC | 19,164 | $108.3 萬 | 0.08% | +9,958+108.2% | 加碼 |
| Clarius Group, LLC | 19,217 | $108.1 萬 | 0.08% | −1,246−6.1% | 減碼 |
| Financial Counselors Inc | 19,010 | $107.4 萬 | 0.02% | +373+2.0% | 加碼 |
| Wallace Advisory Group, LLC | 18,052 | $107.2 萬 | 0.78% | −302−1.6% | 減碼 |
| Ameritas Advisory Services, LLC | 18,967 | $107.1 萬 | 0.05% | +3,327+21.3% | 加碼 |
| Syon Capital LLC | 18,807 | $106.2 萬 | 0.09% | −514−2.7% | 減碼 |
| Retirement Planning Co of New England, Inc. | 18,680 | $105.5 萬 | 0.53% | +835+4.7% | 加碼 |
| XML Financial, LLC | 18,674 | $105.5 萬 | 0.10% | −1,600−7.9% | 減碼 |
| Essex Savings Bank | 18,674 | $105.5 萬 | 0.26% | −20−0.1% | 減碼 |
| Sentry LLC | 18,630 | $105.2 萬 | 0.20% | −60−0.3% | 減碼 |
| AdvisorNet Financial, Inc | 18,539 | $104.7 萬 | 0.08% | +184+1.0% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 18,539 | $104.7 萬 | 0.36% | +7,451+67.2% | 加碼 |
| Annandale Capital, LLC | 18,508 | $104.6 萬 | 0.21% | −634−3.3% | 減碼 |
| Independent Financial Group, LLC | 18,473 | $104.4 萬 | 0.04% | −7,123−27.8% | 減碼 |
| Sawyer & Company, Inc | 18,440 | $104.2 萬 | 0.39% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 18,438 | $104.2 萬 | 0.23% | +10.0% | 加碼 |
| Hilltop Holdings Inc. | 18,376 | $103.8 萬 | 0.07% | +5,788+46.0% | 加碼 |
| Delap Wealth Advisory, LLC | 18,350 | $103.7 萬 | 0.66% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 18,316 | $103.5 萬 | 0.11% | −46−0.3% | 減碼 |
| Providence Wealth Advisors, LLC | 15,954 | $103.4 萬 | 0.76% | +475+3.1% | 加碼 |
| Greatmark Investment Partners, Inc. | 18,273 | $103.2 萬 | 0.14% | +800+4.6% | 加碼 |
| Trinity Financial Advisors LLC | 24,317 | $103.2 萬 | 0.46% | +257+1.1% | 加碼 |
| Exencial Wealth Advisors, LLC | 18,262 | $103.2 萬 | 0.04% | +481+2.7% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 18,132 | $102.4 萬 | 0.07% | −1,531−7.8% | 減碼 |
| Diligent Investors, LLC | 18,072 | $102.1 萬 | 0.24% | +1,017+6.0% | 加碼 |
| GeoWealth Management, LLC | 18,066 | $102.1 萬 | 0.04% | −1,492−7.6% | 減碼 |
| Busey Wealth Management | 18,045 | $101.9 萬 | 0.03% | −382−2.1% | 減碼 |
| Caldwell Trust Co | 18,023 | $101.8 萬 | 0.11% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 18,014 | $101.8 萬 | 0.01% | +167+0.9% | 加碼 |
| Barbara Oil Co. | 18,000 | $101.7 萬 | 0.42% | 00.0% | 不變 |
| nVerses Capital, LLC | 18,000 | $101.7 萬 | 0.47% | +5,700+46.3% | 加碼 |
| Becker Capital Management Inc | 17,957 | $101.4 萬 | 0.03% | +746+4.3% | 加碼 |
| William B. Walkup & Associates, Inc. | 17,943 | $101.4 萬 | 0.63% | −66−0.4% | 減碼 |
| Ancora Advisors, LLC | 17,903 | $101.1 萬 | 0.02% | +654+3.8% | 加碼 |
| MV Capital Management, Inc. | 17,865 | $100.9 萬 | 0.11% | +1,345+8.1% | 加碼 |
| Adviser Investments LLC | 17,864 | $100.9 萬 | 0.01% | −611−3.3% | 減碼 |
| Smartleaf Asset Management LLC | 18,051 | $100.9 萬 | 0.12% | +5,604+45.0% | 加碼 |
| La Banque Postale Asset Management SA | 17,787 | $100.5 萬 | 0.02% | −938−5.0% | 減碼 |
| Mount Lucas Management LP | 17,782 | $100.5 萬 | 0.34% | −26,489−59.8% | 減碼 |
| Aaron Wealth Advisors | 17,766 | $100.4 萬 | 0.12% | +3,466+24.2% | 加碼 |
| Jacobi Capital Management LLC | 17,726 | $100.1 萬 | 0.08% | +27+0.2% | 加碼 |
| Wharton Business Group, LLC | 17,700 | $100.0 萬 | 0.04% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,670 | $99.8 萬 | 0.54% | −848−4.6% | 減碼 |
| Pure Financial Advisors, Inc. | 17,635 | $99.6 萬 | 0.02% | +815+4.8% | 加碼 |
| Highland Capital Management, LLC | 17,594 | $99.4 萬 | 0.06% | −119,430−87.2% | 減碼 |
| Axiom Advisory, LLC | 17,536 | $99.2 萬 | 0.01% | +274+1.6% | 加碼 |
| Gibbs Wealth Management | 17,555 | $99.2 萬 | 0.32% | +1,899+12.1% | 加碼 |
| PFG Investments, LLC | 17,552 | $99.1 萬 | 0.06% | +3,654+26.3% | 加碼 |
| Hexagon Capital Partners LLC | 17,512 | $98.9 萬 | 0.19% | +1,748+11.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 17,496 | $98.8 萬 | 0.07% | −66,076−79.1% | 減碼 |
| Dark Forest Capital Management LP | 17,481 | $98.8 萬 | 0.13% | +17,481 | 新進 |
| Impact Partnership Wealth, LLC | 17,424 | $98.4 萬 | 0.22% | +17,424 | 新進 |
| BBR Partners, LLC | 17,405 | $98.3 萬 | 0.07% | −381−2.1% | 減碼 |
| Breakwater Capital Group | 17,404 | $98.3 萬 | 0.20% | +410+2.4% | 加碼 |