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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 17,353 | $98.0 萬 | 0.04% | +1,325+8.3% | 加碼 |
| Quilter Plc | 17,213 | $97.2 萬 | 0.02% | −750−4.2% | 減碼 |
| GM Advisory Group, Inc. | 17,129 | $96.8 萬 | 0.06% | +272+1.6% | 加碼 |
| Jarislowsky, Fraser Ltd | 17,049 | $96.3 萬 | 0.01% | −700−3.9% | 減碼 |
| Garrison Point Advisors, LLC | 17,026 | $96.2 萬 | 0.60% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 16,965 | $95.8 萬 | 0.13% | −263−1.5% | 減碼 |
| Gladius Capital Management LP | 16,895 | $95.4 萬 | 0.57% | +3,667+27.7% | 加碼 |
| Capital Investment Advisory Services, LLC | 16,842 | $95.1 萬 | 0.09% | −210−1.2% | 減碼 |
| Boltwood Capital Management | 16,800 | $94.9 萬 | 0.28% | +100+0.6% | 加碼 |
| Mangrove Partners | 16,722 | $94.5 萬 | 0.09% | +16,722 | 新進 |
| StoneX Group Inc. | 16,704 | $94.4 萬 | 0.07% | −264−1.6% | 減碼 |
| Knuff & Co LLC | 16,692 | $94.3 萬 | 0.29% | 00.0% | 不變 |
| Spire Wealth Management | 16,677 | $94.2 萬 | 0.03% | −214−1.3% | 減碼 |
| Everhart Financial Group, Inc. | 16,667 | $94.2 萬 | 0.21% | +1,392+9.1% | 加碼 |
| Salem Investment Counselors Inc | 16,638 | $94.0 萬 | 0.03% | −571−3.3% | 減碼 |
| LMCG Investments, LLC | 16,621 | $93.9 萬 | 0.06% | −34−0.2% | 減碼 |
| Aviso Wealth Management | 16,595 | $93.7 萬 | 0.51% | +5,368+47.8% | 加碼 |
| Vivid Wealth Management, LLC | 16,587 | $93.7 萬 | 0.49% | +48+0.3% | 加碼 |
| First City Capital Management, Inc. | 16,584 | $93.7 萬 | 0.48% | −6,757−28.9% | 減碼 |
| Lipe & Dalton | 16,468 | $93.0 萬 | 0.47% | 00.0% | 不變 |
| CWC Advisors, LLC. | 16,431 | $92.8 萬 | 0.92% | +16,431 | 新進 |
| Marcum Wealth, LLC | 16,410 | $92.7 萬 | 0.09% | −314−1.9% | 減碼 |
| Douglass Winthrop Advisors, LLC | 16,392 | $92.6 萬 | 0.02% | +566+3.6% | 加碼 |
| Graypoint LLC | 16,338 | $92.3 萬 | 0.06% | +75+0.5% | 加碼 |
| Palisade Asset Management, LLC | 16,313 | $92.2 萬 | 0.09% | −500−3.0% | 減碼 |
| Heartland Bank & Trust Co | 16,207 | $91.6 萬 | 0.49% | −196−1.2% | 減碼 |
| Lodestar Private Asset Management LLC | 16,182 | $91.4 萬 | 0.12% | −721−4.3% | 減碼 |
| Sage Mountain Advisors LLC | 16,168 | $91.3 萬 | 0.08% | +331+2.1% | 加碼 |
| Intrinsic Value Partners, LLC | 16,110 | $91.0 萬 | 0.91% | −663−4.0% | 減碼 |
| Claro Advisors LLC | 16,109 | $91.0 萬 | 0.12% | +2,173+15.6% | 加碼 |
| Financial Partners Group, LLC | 16,011 | $90.4 萬 | 0.34% | +1,502+10.4% | 加碼 |
| Sterling Investment Management, Inc. | 16,007 | $90.4 萬 | 0.69% | −1,124−6.6% | 減碼 |
| Lafayette Investments, Inc. | 15,995 | $90.4 萬 | 0.19% | 00.0% | 不變 |
| Thomasville National Bank | 15,973 | $90.2 萬 | 0.07% | −7,020−30.5% | 減碼 |
| Brookstone Capital Management | 15,950 | $90.1 萬 | 0.01% | −112−0.7% | 減碼 |
| Anchor Investment Management, LLC | 15,903 | $89.8 萬 | 0.08% | +836+5.5% | 加碼 |
| Cypress Wealth Services, LLC | 15,815 | $89.3 萬 | 0.18% | +13+0.1% | 加碼 |
| Sittner & Nelson, LLC | 15,787 | $89.2 萬 | 0.40% | −1,000−6.0% | 減碼 |
| Studio Investment Management LLC | 15,745 | $88.9 萬 | 0.19% | −915−5.5% | 減碼 |
| Washington Trust Bank | 15,737 | $88.9 萬 | 0.09% | +130+0.8% | 加碼 |
| Cornerstone Wealth Management, LLC | 15,732 | $88.9 萬 | 0.06% | −768−4.7% | 減碼 |
| Lantz Financial LLC | 15,732 | $88.9 萬 | 0.24% | +90+0.6% | 加碼 |
| Telos Capital Management, Inc. | 15,726 | $88.8 萬 | 0.09% | −3,440−17.9% | 減碼 |
| Principle Wealth Partners LLC | 15,680 | $88.6 萬 | 0.06% | 00.0% | 不變 |
| Zacks Investment Management | 15,631 | $88.3 萬 | 0.01% | +197+1.3% | 加碼 |
| Tranquilli Financial Advisor LLC | 15,630 | $88.3 萬 | 0.55% | +268+1.7% | 加碼 |
| Concentric Capital Strategies, LP | 15,529 | $87.7 萬 | 0.06% | +6,622+74.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 15,497 | $87.5 萬 | 0.03% | −1,591−9.3% | 減碼 |
| Eclectic Associates Inc | 15,452 | $87.3 萬 | 0.34% | +178+1.2% | 加碼 |
| Gilbert & Cook, Inc. | 15,364 | $86.8 萬 | 0.12% | +27+0.2% | 加碼 |
| Net Worth Advisory Group | 15,316 | $86.5 萬 | 0.26% | +15,316 | 新進 |
| Boit C F David | 15,519 | $85.8 萬 | 0.43% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 15,191 | $85.8 萬 | 0.71% | −437−2.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 15,154 | $85.6 萬 | 0.12% | −1,113−6.8% | 減碼 |
| Mainstay Capital Management LLC | 15,152 | $85.6 萬 | 0.14% | −849−5.3% | 減碼 |
| Hutner Capital Management Inc | 15,116 | $85.4 萬 | 0.43% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 15,100 | $85.3 萬 | 0.54% | −200−1.3% | 減碼 |
| ISAM Funds (UK) Ltd | 15,070 | $85.1 萬 | 0.48% | −18,312−54.9% | 減碼 |
| Pacific Center for Financial Services | 15,054 | $85.0 萬 | 0.22% | −47−0.3% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 15,043 | $85.0 萬 | 0.44% | +25+0.2% | 加碼 |
| Eos Management, L.P. | 15,000 | $84.7 萬 | 0.30% | −5,000−25.0% | 減碼 |
| Jupiter Wealth Management LLC | 15,000 | $84.7 萬 | 0.43% | 00.0% | 不變 |
| WP Advisors, LLC | 14,961 | $84.5 萬 | 0.31% | −3,341−18.3% | 減碼 |
| Papp L Roy & Associates | 14,918 | $84.3 萬 | 0.10% | −4,921−24.8% | 減碼 |
| Argent Financial Group, Inc. | 14,893 | $84.1 萬 | 0.10% | +14,893 | 新進 |
| MTM Investment Management, LLC | 14,766 | $84.1 萬 | 0.33% | −52−0.4% | 減碼 |
| Angeles Wealth Management, LLC | 14,865 | $84.0 萬 | 0.07% | −144−1.0% | 減碼 |
| North Star Investment Management Corp. | 14,850 | $83.9 萬 | 0.06% | −100−0.7% | 減碼 |
| Eisler Capital (US) LLC | 14,818 | $83.7 萬 | 0.15% | −2,435−14.1% | 減碼 |
| CBOE Vest Financial, LLC | 14,793 | $83.6 萬 | 0.02% | +9,816+197.2% | 加碼 |
| C2C Wealth Management, LLC | 12,861 | $83.5 萬 | 0.78% | 00.0% | 不變 |
| Carnegie Lake Advisors LLC | 14,768 | $83.4 萬 | 0.33% | +14,768 | 新進 |
| Lebenthal Global Advisors, LLC | 14,676 | $82.9 萬 | 0.17% | +228+1.6% | 加碼 |
| Knollwood Investment Advisory, LLC | 14,587 | $82.4 萬 | 0.09% | 00.0% | 不變 |
| Hilltop National Bank | 14,564 | $82.3 萬 | 0.25% | 00.0% | 不變 |
| DRW Securities, LLC | 14,551 | $82.2 萬 | 0.05% | −58,324−80.0% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,514 | $82.0 萬 | 0.12% | −262−1.8% | 減碼 |
| Hills Bank & Trust Co | 14,418 | $81.4 萬 | 0.06% | +553+4.0% | 加碼 |
| Northwest Wealth Management, LLC | 14,415 | $81.4 萬 | 0.19% | −156−1.1% | 減碼 |
| LifeSteps Financial, Inc. | 14,410 | $81.4 萬 | 0.64% | +50.0% | 加碼 |
| Kanawha Capital Management LLC | 14,349 | $81.1 萬 | 0.06% | −4,597−24.3% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 14,330 | $81.0 萬 | 0.03% | +807+6.0% | 加碼 |
| Prio Wealth Limited Partnership | 14,299 | $80.8 萬 | 0.02% | −10−0.1% | 減碼 |
| Gradient Investments LLC | 14,255 | $80.5 萬 | 0.02% | −369−2.5% | 減碼 |
| Brooks, Moore & Associates, Inc. | 14,235 | $80.4 萬 | 0.47% | +135+1.0% | 加碼 |
| Pacific Global Investment Management CO | 14,233 | $80.4 萬 | 0.15% | +93+0.7% | 加碼 |
| Cohen Capital Management, Inc. | 14,156 | $80.0 萬 | 0.13% | +3,210+29.3% | 加碼 |
| First National Bank Sioux Falls | 14,137 | $79.9 萬 | 0.36% | −170−1.2% | 減碼 |
| Nicolet Bankshares Inc | 14,128 | $79.8 萬 | 0.19% | −1,833−11.5% | 減碼 |
| First PREMIER Bank | 14,115 | $79.7 萬 | 0.20% | −208−1.5% | 減碼 |
| Legacy Financial Group LLC | 14,088 | $79.6 萬 | 0.15% | −338−2.3% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 14,023 | $79.2 萬 | 0.21% | +117+0.8% | 加碼 |
| Fragasso Group Inc. | 14,008 | $79.1 萬 | 0.06% | −2,439−14.8% | 減碼 |
| Avion Wealth | 14,018 | $79.1 萬 | 0.21% | −20.0% | 減碼 |
| Waldron Private Wealth LLC | 13,994 | $79.1 萬 | 0.03% | −234−1.6% | 減碼 |
| AMG National Trust Bank | 13,989 | $79.0 萬 | 0.02% | −2,384−14.6% | 減碼 |
| Eastern Bank | 13,989 | $79.0 萬 | 0.01% | +13,989 | 新進 |
| Legacy Advisors, LLC | 13,987 | $79.0 萬 | 0.09% | +1,728+14.1% | 加碼 |
| Wealthspan Partners, LLC | 13,971 | $78.9 萬 | 0.39% | −384−2.7% | 減碼 |
| Fox Run Management, L.L.C. | 13,960 | $78.9 萬 | 0.18% | +13,960 | 新進 |