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 |
|---|---|---|---|---|---|
| Strategic Investment Advisors | 13,831 | $78.1 萬 | 0.09% | −448−3.1% | 減碼 |
| Cladis Investment Advisory, LLC | 13,824 | $78.1 萬 | 0.54% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 13,807 | $78.0 萬 | 0.39% | +13,807 | 新進 |
| Patton Albertson Miller Group, LLC | 13,793 | $77.9 萬 | 0.11% | −65−0.5% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 13,770 | $77.8 萬 | 0.04% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 13,738 | $77.6 萬 | 0.10% | −723−5.0% | 減碼 |
| Park National Corp | 13,727 | $77.5 萬 | 0.03% | −55−0.4% | 減碼 |
| Carson Advisory Inc. | 13,719 | $77.5 萬 | 0.49% | −58−0.4% | 減碼 |
| Shakespeare Wealth Management, Inc. | 13,709 | $77.4 萬 | 0.20% | −14−0.1% | 減碼 |
| Vertex Planning Partners, LLC | 13,693 | $77.4 萬 | 0.18% | −21−0.2% | 減碼 |
| Prelude Capital Management, LLC | 13,674 | $77.2 萬 | 0.06% | +8,751+177.8% | 加碼 |
| Plancorp, LLC | 13,625 | $77.0 萬 | 0.03% | +111+0.8% | 加碼 |
| Cyndeo Wealth Partners, LLC | 13,625 | $77.0 萬 | 0.05% | −630−4.4% | 減碼 |
| Neumann Capital Management, LLC | 13,622 | $77.0 萬 | 0.26% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 13,590 | $76.8 萬 | 0.05% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 13,548 | $76.5 萬 | 0.07% | +19+0.1% | 加碼 |
| Boston Trust Walden Corp | 13,515 | $76.3 萬 | 0.01% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 13,481 | $76.2 萬 | 0.25% | +31+0.2% | 加碼 |
| Investors Research Corp | 13,461 | $76.0 萬 | 0.17% | +160+1.2% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $75.9 萬 | 0.03% | −4,789−26.3% | 減碼 |
| Richwood Investment Advisors, LLC | 13,417 | $75.8 萬 | 0.63% | −150−1.1% | 減碼 |
| Cullen Investment Group, Ltd. | 13,316 | $75.2 萬 | 0.11% | −63−0.5% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 13,317 | $75.2 萬 | 0.01% | 00.0% | 不變 |
| Wright Investors Service Inc | 13,306 | $75.2 萬 | 0.20% | −12,421−48.3% | 減碼 |
| 1st Source Bank | 13,230 | $74.7 萬 | 0.04% | −3,112−19.0% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 13,230 | $74.7 萬 | 0.15% | −1,457−9.9% | 減碼 |
| DF Dent & Co Inc | 13,228 | $74.7 萬 | 0.01% | +13,228 | 新進 |
| Weatherly Asset Management L. P. | 13,170 | $74.4 萬 | 0.07% | 00.0% | 不變 |
| Tobam | 13,086 | $73.9 萬 | 0.13% | +1,584+13.8% | 加碼 |
| Bragg Financial Advisors, Inc | 13,039 | $73.7 萬 | 0.03% | −295−2.2% | 減碼 |
| CenterBook Partners LP | 13,039 | $73.7 萬 | 0.05% | +13,039 | 新進 |
| Ironwood Investment Counsel, LLC | 13,027 | $73.6 萬 | 0.12% | −5,616−30.1% | 減碼 |
| BKD Wealth Advisors, LLC | 12,998 | $73.4 萬 | 0.02% | −510−3.8% | 減碼 |
| IVC Wealth Advisors LLC | 12,921 | $73.0 萬 | 0.40% | −2,218−14.7% | 減碼 |
| Liberty Wealth Management LLC | 12,898 | $72.9 萬 | 0.12% | +748+6.2% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 12,895 | $72.8 萬 | 0.50% | −77−0.6% | 減碼 |
| MeadowBrook Investment Advisors LLC | 12,893 | $72.8 萬 | 0.66% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 12,860 | $72.6 萬 | 0.05% | −1,807−12.3% | 減碼 |
| Heritage Family Offices, LLP | 12,857 | $72.6 萬 | 0.37% | +24+0.2% | 加碼 |
| 9258 Wealth Management, LLC | 12,842 | $72.5 萬 | 0.11% | +50.0% | 加碼 |
| Bridgefront Capital, LLC | 12,841 | $72.5 萬 | 0.28% | +12,841 | 新進 |
| Ingalls & Snyder LLC | 12,830 | $72.5 萬 | 0.03% | 00.0% | 不變 |
| Family Legacy, Inc. | 12,800 | $72.3 萬 | 0.24% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 12,796 | $72.3 萬 | 0.35% | 00.0% | 不變 |
| RMB Capital Management, LLC | 12,773 | $72.2 萬 | 0.02% | −1,883−12.8% | 減碼 |
| Chilton Capital Management LLC | 12,744 | $72.0 萬 | 0.03% | +446+3.6% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 12,720 | $71.9 萬 | 0.44% | +1,190+10.3% | 加碼 |
| Empirical Asset Management, LLC | 19,002 | $71.8 萬 | 0.26% | +242+1.3% | 加碼 |
| Legacy Financial Advisors, Inc. | 12,702 | $71.8 萬 | 0.12% | −2,525−16.6% | 減碼 |
| North Star Asset Management Inc | 12,658 | $71.5 萬 | 0.03% | −17−0.1% | 減碼 |
| Alps Advisors Inc | 12,580 | $71.1 萬 | 0.00% | −4,200−25.0% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 12,580 | $71.1 萬 | 0.14% | +117+0.9% | 加碼 |
| Fiduciary Financial Group, LLC | 12,390 | $71.0 萬 | 0.16% | −169−1.3% | 減碼 |
| Quent Capital, LLC | 12,561 | $70.9 萬 | 0.07% | +1,235+10.9% | 加碼 |
| China Universal Asset Management Co., Ltd. | 12,528 | $70.8 萬 | 0.08% | +7,044+128.4% | 加碼 |
| Operose Advisors LLC | 12,527 | $70.8 萬 | 0.23% | 00.0% | 不變 |
| JNBA Financial Advisors | 12,493 | $70.6 萬 | 0.07% | 00.0% | 不變 |
| Private Management Group Inc | 12,468 | $70.4 萬 | 0.02% | +10+0.1% | 加碼 |
| MEMBERS Trust Co | 12,432 | $70.2 萬 | 0.02% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 12,374 | $69.9 萬 | 0.32% | −240−1.9% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 12,418 | $69.7 萬 | 0.01% | −5,581−31.0% | 減碼 |
| Pointe Capital Management LLC | 12,296 | $69.5 萬 | 0.41% | −1,600−11.5% | 減碼 |
| Edge Capital Group, LLC | 12,292 | $69.4 萬 | 0.03% | −559−4.3% | 減碼 |
| Chicago Trust Co NA | 12,265 | $69.3 萬 | 0.12% | −539−4.2% | 減碼 |
| Element Wealth, LLC | 12,242 | $69.2 萬 | 0.37% | −186−1.5% | 減碼 |
| Strategy Asset Managers LLC | 12,231 | $69.1 萬 | 0.13% | +12,231 | 新進 |
| Stock Yards Bank & Trust Co | 12,161 | $68.7 萬 | 0.02% | −2,526−17.2% | 減碼 |
| ASB Consultores, LLC | 12,018 | $67.9 萬 | 0.27% | −363−2.9% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 12,017 | $67.9 萬 | 0.06% | −679−5.3% | 減碼 |
| Tyche Wealth Partners LLC | 12,011 | $67.9 萬 | 0.15% | −636−5.0% | 減碼 |
| Farmers Trust Co | 11,963 | $67.6 萬 | 0.13% | +300+2.6% | 加碼 |
| Childress Capital Advisors, LLC | 11,860 | $67.0 萬 | 0.18% | +100+0.9% | 加碼 |
| Quotient Wealth Partners, LLC | 11,854 | $67.0 萬 | 0.02% | −1,245−9.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 11,848 | $66.9 萬 | 0.02% | −1,044−8.1% | 減碼 |
| Spears Abacus Advisors LLC | 11,800 | $66.7 萬 | 0.01% | −2,080−15.0% | 減碼 |
| Good Life Advisors, LLC | 11,797 | $66.6 萬 | 0.04% | +637+5.7% | 加碼 |
| Parkside Financial Bank & Trust | 11,786 | $66.6 萬 | 0.09% | −78−0.7% | 減碼 |
| Keudell/Morrison Wealth Management | 11,711 | $66.2 萬 | 0.18% | −109−0.9% | 減碼 |
| NFP Retirement, Inc. | 11,699 | $66.1 萬 | 0.05% | −3,300−22.0% | 減碼 |
| Sepio Capital, LP | 11,685 | $66.0 萬 | 0.05% | −540−4.4% | 減碼 |
| Simon Quick Advisors, LLC | 11,627 | $65.7 萬 | 0.04% | +1,693+17.0% | 加碼 |
| Correct Capital Wealth Management | 11,617 | $65.6 萬 | 0.15% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 11,581 | $65.4 萬 | 0.06% | +2,217+23.7% | 加碼 |
| AIMZ Investment Advisors, LLC | 11,555 | $65.3 萬 | 0.22% | +320+2.8% | 加碼 |
| IPG Investment Advisors LLC | 11,534 | $65.2 萬 | 0.14% | 00.0% | 不變 |
| Chilton Investment Co LLC | 11,465 | $64.8 萬 | 0.02% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 11,463 | $64.8 萬 | 0.09% | −75−0.7% | 減碼 |
| Core Alternative Capital | 11,401 | $64.4 萬 | 0.12% | 00.0% | 不變 |
| Proequities, Inc. | 11,400 | $64.4 萬 | 0.04% | −801−6.6% | 減碼 |
| Platform Technology Partners | 11,397 | $64.4 萬 | 0.20% | +20.0% | 加碼 |
| HCR Wealth Advisors | 11,396 | $64.4 萬 | 0.08% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 11,389 | $64.3 萬 | 0.01% | −184−1.6% | 減碼 |
| River Wealth Advisors LLC | 11,366 | $64.2 萬 | 0.09% | +164+1.5% | 加碼 |
| Tarbox Family Office, Inc. | 11,357 | $64.2 萬 | 0.11% | −34−0.3% | 減碼 |
| Intrua Financial, LLC | 11,344 | $64.1 萬 | 0.10% | −5,651−33.3% | 減碼 |
| Flagstone Financial Management | 11,336 | $64.0 萬 | 0.21% | −73−0.6% | 減碼 |
| Van Cleef Asset Management,Inc | 11,314 | $63.9 萬 | 0.07% | +10.0% | 加碼 |
| Cumberland Advisors Inc | 11,300 | $63.8 萬 | 0.25% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 11,278 | $63.7 萬 | 0.03% | +11,278 | 新進 |
| JFS Wealth Advisors, LLC | 11,256 | $63.6 萬 | 0.04% | −3,306−22.7% | 減碼 |