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 |
|---|---|---|---|---|---|
| Harmony Asset Management LLC | 11,247 | $63.5 萬 | 0.23% | +11,247 | 新進 |
| RB Capital Management, LLC | 11,239 | $63.5 萬 | 0.15% | +1,516+15.6% | 加碼 |
| Westpac Banking Corp | 11,235 | $63.5 萬 | 0.04% | +11,235 | 新進 |
| West Branch Capital LLC | 11,208 | $63.3 萬 | 0.22% | +868+8.4% | 加碼 |
| Wealth Alliance | 11,201 | $63.3 萬 | 0.08% | −1,827−14.0% | 減碼 |
| Humankind Investments LLC | 11,195 | $63.2 萬 | 0.23% | +1,628+17.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 11,181 | $63.2 萬 | 0.17% | −243−2.1% | 減碼 |
| Cromwell Holdings LLC | 11,171 | $63.1 萬 | 0.41% | 00.0% | 不變 |
| Pettyjohn, Wood & White, Inc | 11,150 | $63.0 萬 | 0.12% | −774−6.5% | 減碼 |
| Trust Co of Vermont | 11,079 | $62.6 萬 | 0.03% | −1,603−12.6% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 11,066 | $62.5 萬 | 0.17% | −10,652−49.0% | 減碼 |
| Providence Capital Advisors, LLC | 11,038 | $62.4 萬 | 0.12% | +99+0.9% | 加碼 |
| Kovack Advisors, Inc. | 10,975 | $62.0 萬 | 0.07% | +231+2.2% | 加碼 |
| Radnor Capital Management, LLC | 10,961 | $61.9 萬 | 0.09% | +10,961 | 新進 |
| Sabal Trust CO | 10,912 | $61.6 萬 | 0.03% | +10,912 | 新進 |
| Abel Hall, LLC | 10,908 | $61.6 萬 | 0.40% | −76−0.7% | 減碼 |
| Belpointe Asset Management LLC | 10,900 | $61.6 萬 | 0.04% | +2,242+25.9% | 加碼 |
| Leisure Capital Management | 10,836 | $61.2 萬 | 0.26% | −43−0.4% | 減碼 |
| Integrity Financial Corp | 10,831 | $61.2 萬 | 0.36% | +3,333+44.5% | 加碼 |
| SageView Advisory Group, LLC | 10,818 | $61.1 萬 | 0.03% | −9,165−45.9% | 減碼 |
| Tributary Capital Management, LLC | 10,800 | $61.0 萬 | 0.05% | −500−4.4% | 減碼 |
| Aviance Capital Partners, LLC | 10,716 | $60.5 萬 | 0.08% | +66+0.6% | 加碼 |
| Moss Adams Wealth Advisors LLC | 10,708 | $60.5 萬 | 0.07% | +3,344+45.4% | 加碼 |
| West Family Investments, Inc. | 10,658 | $60.2 萬 | 0.20% | +1,163+12.2% | 加碼 |
| Greenland Capital Management LP | 10,651 | $60.2 萬 | 0.11% | −1,404−11.6% | 減碼 |
| Carlson Capital Management | 10,646 | $60.1 萬 | 0.03% | −750−6.6% | 減碼 |
| Hikari Tsushin, Inc. | 10,631 | $60.1 萬 | 0.04% | 00.0% | 不變 |
| First Nebraska Trust Co | 10,615 | $60.0 萬 | 0.06% | −446−4.0% | 減碼 |
| Avantax Planning Partners, Inc. | 10,561 | $59.7 萬 | 0.02% | −4,462−29.7% | 減碼 |
| Private Portfolio Partners LLC | 10,558 | $59.6 萬 | 0.11% | +10,558 | 新進 |
| Coastal Bridge Advisors, LLC | 10,552 | $59.6 萬 | 0.15% | 00.0% | 不變 |
| Peak Planning Group, LLC | 10,542 | $59.6 萬 | 0.26% | −330−3.0% | 減碼 |
| Raleigh Capital Management Inc. | 10,535 | $59.5 萬 | 0.23% | +1,222+13.1% | 加碼 |
| LMG Wealth Partners, LLC | 10,532 | $59.5 萬 | 0.14% | +59+0.6% | 加碼 |
| Woodmont Investment Counsel LLC | 10,505 | $59.3 萬 | 0.04% | 00.0% | 不變 |
| Montecito Bank & Trust | 10,505 | $59.3 萬 | 0.10% | −200−1.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 10,505 | $59.3 萬 | 0.34% | +210+2.0% | 加碼 |
| Osborne Partners Capital Management, LLC | 10,501 | $59.3 萬 | 0.03% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 10,487 | $59.2 萬 | 0.12% | +10,487 | 新進 |
| Deseret Mutual Benefit Administrators | 10,423 | $58.9 萬 | 0.30% | −610−5.5% | 減碼 |
| All Terrain Financial Advisors, LLC | 10,403 | $58.8 萬 | 0.23% | −900−8.0% | 減碼 |
| Zuckerman Investment Group, LLC | 10,383 | $58.7 萬 | 0.06% | +415+4.2% | 加碼 |
| Crawford Investment Counsel Inc | 10,290 | $58.1 萬 | 0.01% | −241−2.3% | 減碼 |
| Catalyst Financial Partners LLC | 10,281 | $58.1 萬 | 0.11% | −425−4.0% | 減碼 |
| Kathmere Capital Management, LLC | 10,267 | $58.0 萬 | 0.05% | +1,759+20.7% | 加碼 |
| Aigen Investment Management, LP | 10,264 | $58.0 萬 | 0.11% | −20,347−66.5% | 減碼 |
| Sheets Smith Wealth Management | 10,255 | $57.9 萬 | 0.07% | −37−0.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 10,250 | $57.9 萬 | 0.01% | −66,160−86.6% | 減碼 |
| Stephenson National Bank & Trust | 10,248 | $57.9 萬 | 0.18% | 00.0% | 不變 |
| G&S Capital LLC | 10,236 | $57.8 萬 | 0.24% | +14+0.1% | 加碼 |
| Financial Engines Advisors L.L.C. | 10,202 | $57.6 萬 | 0.00% | +439+4.5% | 加碼 |
| GFG Capital, LLC | 20,282 | $57.3 萬 | 0.23% | −485−2.3% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 10,117 | $57.2 萬 | 0.14% | −547−5.1% | 減碼 |
| Basepoint Wealth LLC | 10,114 | $57.1 萬 | 0.42% | −127−1.2% | 減碼 |
| Chiron Capital Management, LLC | 10,111 | $57.1 萬 | 0.51% | −2,201−17.9% | 減碼 |
| Tucker Asset Management LLC | 10,065 | $56.9 萬 | 0.13% | +1,242+14.1% | 加碼 |
| Jacobs & Co | 10,042 | $56.7 萬 | 0.06% | −200−2.0% | 減碼 |
| Bremer Bank National Association | 10,017 | $56.6 萬 | 0.11% | −565−5.3% | 減碼 |
| Circle Wealth Management, LLC | 9,953 | $56.2 萬 | 0.01% | +16+0.2% | 加碼 |
| PDS Planning, Inc | 9,943 | $56.2 萬 | 0.05% | +556+5.9% | 加碼 |
| Alta Advisers Ltd | 9,900 | $55.9 萬 | 0.26% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 9,900 | $55.9 萬 | 0.28% | 00.0% | 不變 |
| Webster Bank, N. A. | 9,888 | $55.9 萬 | 0.06% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 9,886 | $55.8 萬 | 0.19% | +168+1.7% | 加碼 |
| Monument Capital Management | 9,884 | $55.8 萬 | 0.15% | −18−0.2% | 減碼 |
| Integral Investment Advisors, Inc. | 9,883 | $55.8 萬 | 0.19% | 00.0% | 不變 |
| Rockland Trust Co | 9,850 | $55.6 萬 | 0.03% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 9,848 | $55.6 萬 | 0.10% | +462+4.9% | 加碼 |
| WealthShield Partners, LLC | 9,763 | $55.1 萬 | 0.07% | +3,168+48.0% | 加碼 |
| Athena Investment Management | 9,758 | $55.1 萬 | 0.31% | 00.0% | 不變 |
| Verum Partners LLC | 9,758 | $55.1 萬 | 0.16% | +111+1.2% | 加碼 |
| Iron Horse Wealth Management, LLC | 9,757 | $55.1 萬 | 0.19% | +126+1.3% | 加碼 |
| Global Trust Asset Management, LLC | 9,736 | $55.0 萬 | 0.20% | −578−5.6% | 減碼 |
| Change Path, LLC | 9,637 | $54.4 萬 | 0.02% | +3,285+51.7% | 加碼 |
| Old North State Trust, LLC | 9,614 | $54.3 萬 | 0.44% | +1,680+21.2% | 加碼 |
| Hartford Financial Management Inc. | 9,595 | $54.2 萬 | 0.11% | 00.0% | 不變 |
| Smith Thornton Advisors LLC | 9,591 | $54.2 萬 | 0.36% | 00.0% | 不變 |
| Sandy Spring Bank | 9,570 | $54.1 萬 | 0.02% | −542−5.4% | 減碼 |
| Transamerica Financial Advisors, Inc. | 9,544 | $54.0 萬 | 0.05% | +2,940+44.5% | 加碼 |
| Monarch Capital Management Inc | 9,555 | $54.0 萬 | 0.15% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 9,545 | $53.9 萬 | 0.08% | −401−4.0% | 減碼 |
| Creekside Partners | 9,537 | $53.9 萬 | 0.28% | 00.0% | 不變 |
| Aspen Investment Management Inc | 9,480 | $53.6 萬 | 0.25% | 00.0% | 不變 |
| Keystone Financial Group | 9,486 | $53.6 萬 | 0.07% | −702−6.9% | 減碼 |
| Sather Financial Group Inc | 9,451 | $53.4 萬 | 0.03% | −5,000−34.6% | 減碼 |
| West Bancorporation Inc | 9,450 | $53.4 萬 | 0.36% | 00.0% | 不變 |
| Atalanta Sosnoff Capital, LLC | 9,435 | $53.3 萬 | 0.01% | −799,545−98.8% | 減碼 |
| Quadrant Private Wealth Management, LLC | 9,420 | $53.2 萬 | 0.13% | −584−5.8% | 減碼 |
| Carrera Capital Advisors | 9,374 | $53.0 萬 | 0.13% | +535+6.1% | 加碼 |
| Royal Capital Wealth Management, LLC | 9,351 | $52.8 萬 | 0.37% | −336−3.5% | 減碼 |
| Linscomb & Williams, Inc. | 9,312 | $52.6 萬 | 0.03% | −180−1.9% | 減碼 |
| South State Corp. | 9,311 | $52.6 萬 | 0.04% | 00.0% | 不變 |
| Cahill Financial Advisors Inc | 9,294 | $52.5 萬 | 0.07% | +73+0.8% | 加碼 |
| LRI Investments, LLC | 7,193 | $52.4 萬 | 0.05% | −929−11.4% | 減碼 |
| Regatta Capital Group, LLC | 9,239 | $52.2 萬 | 0.10% | −111−1.2% | 減碼 |
| Koshinski Asset Management, Inc. | 9,198 | $52.0 萬 | 0.04% | +6+0.1% | 加碼 |
| Perennial Investment Advisors, LLC | 9,192 | $51.9 萬 | 0.07% | −178−1.9% | 減碼 |
| Harbor Investment Advisory, LLC | 9,184 | $51.9 萬 | 0.05% | −123−1.3% | 減碼 |
| Sebold Capital Management, Inc. | 9,167 | $51.8 萬 | 0.34% | −981−9.7% | 減碼 |
| Bailard, Inc. | 9,142 | $51.6 萬 | 0.01% | −22−0.2% | 減碼 |