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 |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 9,140 | $51.6 萬 | 0.12% | −28,022−75.4% | 減碼 |
| Valley National Advisers Inc | 9,149 | $51.6 萬 | 0.09% | −15,585−63.0% | 減碼 |
| Appleton Partners Inc | 9,107 | $51.4 萬 | 0.04% | −450−4.7% | 減碼 |
| Berger Financial Group, Inc | 9,078 | $51.3 萬 | 0.04% | +948+11.7% | 加碼 |
| Ocean Capital Management, LLC | 9,075 | $51.3 萬 | 0.12% | +9,075 | 新進 |
| CTC Alternative Strategies, Ltd. | 9,065 | $51.2 萬 | 0.64% | −19,282−68.0% | 減碼 |
| Davis R M Inc | 9,051 | $51.1 萬 | 0.01% | +336+3.9% | 加碼 |
| Westover Capital Advisors, LLC | 9,047 | $51.1 萬 | 0.10% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,037 | $51.0 萬 | 0.32% | +200+2.3% | 加碼 |
| WealthPlan Investment Management, LLC | 9,034 | $51.0 萬 | 0.05% | +21+0.2% | 加碼 |
| Triumph Capital Management | 9,023 | $51.0 萬 | 0.18% | −6−0.1% | 減碼 |
| Lauterbach Financial Advisors, LLC | 9,009 | $50.9 萬 | 0.31% | +62+0.7% | 加碼 |
| Prentice Wealth Management LLC | 9,004 | $50.9 萬 | 0.15% | −422−4.5% | 減碼 |
| Texas Capital Bancshares Inc | 8,959 | $50.6 萬 | 0.20% | 00.0% | 不變 |
| Walled Lake Planning & Wealth Management, LLC | 8,952 | $50.6 萬 | 0.19% | +10.0% | 加碼 |
| Onefund, LLC | 8,948 | $50.5 萬 | 0.51% | −472−5.0% | 減碼 |
| Meridian Wealth Management, LLC | 8,929 | $50.4 萬 | 0.02% | +8,929 | 新進 |
| Fundamentun, LLC | 8,904 | $50.3 萬 | 0.04% | −487−5.2% | 減碼 |
| Canandaigua National Bank & Trust Co | 8,894 | $50.2 萬 | 0.05% | −108−1.2% | 減碼 |
| Spectrum Wealth Counsel, LLC | 8,885 | $50.2 萬 | 0.06% | −681−7.1% | 減碼 |
| Northwest Bank & Trust Co | 8,844 | $50.0 萬 | 0.38% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 8,817 | $49.8 萬 | 0.15% | −159−1.8% | 減碼 |
| San Luis Wealth Advisors LLC | 8,818 | $49.8 萬 | 0.10% | −2,505−22.1% | 減碼 |
| Pin Oak Investment Advisors Inc | 8,829 | $49.8 萬 | 0.45% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 8,807 | $49.7 萬 | 0.04% | +52+0.6% | 加碼 |
| CIC Wealth, LLC | 8,806 | $49.7 萬 | 0.13% | −329−3.6% | 減碼 |
| Marietta Investment Partners LLC | 8,800 | $49.7 萬 | 0.11% | 00.0% | 不變 |
| Americana Partners, LLC | 8,790 | $49.7 萬 | 0.03% | +503+6.1% | 加碼 |
| KWB Wealth | 8,357 | $49.6 萬 | 0.06% | +8,357 | 新進 |
| Monticello Wealth Management, LLC | 8,782 | $49.6 萬 | 0.04% | 00.0% | 不變 |
| Manchester Capital Management LLC | 8,778 | $49.6 萬 | 0.06% | −10−0.1% | 減碼 |
| Tradewinds, LLC. | 8,774 | $49.6 萬 | 0.15% | −303−3.3% | 減碼 |
| Hudock, Inc. | 8,763 | $49.5 萬 | 0.09% | +20.0% | 加碼 |
| Advisors Management Group Inc | 8,753 | $49.4 萬 | 0.12% | 00.0% | 不變 |
| Altfest L J & Co Inc | 8,714 | $49.2 萬 | 0.07% | −487−5.3% | 減碼 |
| Bray Capital Advisors | 8,708 | $49.2 萬 | 0.12% | +6+0.1% | 加碼 |
| Evermay Wealth Management LLC | 8,701 | $49.2 萬 | 0.08% | 00.0% | 不變 |
| Summa Corp. | 8,700 | $49.1 萬 | 0.24% | 00.0% | 不變 |
| Promethium Advisors,llc | 8,689 | $49.1 萬 | 0.35% | +8,689 | 新進 |
| Icon Wealth Advisors, LLC | 8,660 | $48.9 萬 | 0.04% | −3,641−29.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 8,648 | $48.9 萬 | 0.22% | −6,620−43.4% | 減碼 |
| Morse Asset Management, Inc | 8,614 | $48.7 萬 | 0.11% | +8,614 | 新進 |
| SilverOak Wealth Management LLC | 8,594 | $48.5 萬 | 0.11% | −307−3.4% | 減碼 |
| Western Pacific Wealth Management, LP | 8,571 | $48.4 萬 | 0.32% | +10.0% | 加碼 |
| Fort Point Capital Partners LLC | 8,550 | $48.3 萬 | 0.06% | +16+0.2% | 加碼 |
| Eagle Global Advisors LLC | 8,513 | $48.1 萬 | 0.02% | −180,342−95.5% | 減碼 |
| Resonant Capital Advisors, LLC | 8,486 | $47.9 萬 | 0.04% | +426+5.3% | 加碼 |
| OneAscent Wealth Management LLC | 8,462 | $47.8 萬 | 0.18% | +8,462 | 新進 |
| Beta Wealth Group, Inc. | 8,422 | $47.6 萬 | 0.21% | +306+3.8% | 加碼 |
| Northeast Investment Management | 8,420 | $47.6 萬 | 0.02% | −315−3.6% | 減碼 |
| Concord Wealth Partners | 8,405 | $47.5 萬 | 0.08% | +1,240+17.3% | 加碼 |
| Intrust Bank NA | 8,397 | $47.4 萬 | 0.05% | +189+2.3% | 加碼 |
| Monetary Management Group Inc | 8,395 | $47.4 萬 | 0.12% | +330+4.1% | 加碼 |
| Howard Bailey Securities, LLC | 8,372 | $47.3 萬 | 0.18% | +8,372 | 新進 |
| Institute for Wealth Management, LLC. | 8,370 | $47.3 萬 | 0.06% | −1,476−15.0% | 減碼 |
| Integrated Investment Consultants, LLC | 8,345 | $47.1 萬 | 0.10% | +8,345 | 新進 |
| Wealth Architects, LLC | 8,341 | $47.1 萬 | 0.05% | +88+1.1% | 加碼 |
| Keel Point, LLC | 8,313 | $47.0 萬 | 0.04% | −96−1.1% | 減碼 |
| BancFirst Trust & Investment Management | 8,385 | $46.9 萬 | 0.16% | +100+1.2% | 加碼 |
| Sippican Capital Advisors | 8,293 | $46.8 萬 | 0.33% | 00.0% | 不變 |
| Gallacher Capital Management LLC | 8,290 | $46.8 萬 | 0.22% | +8,290 | 新進 |
| Tudor Financial Inc. | 8,280 | $46.8 萬 | 0.29% | +8,280 | 新進 |
| Aull & Monroe Investment Management Corp | 8,267 | $46.7 萬 | 0.22% | −277−3.2% | 減碼 |
| Front Street Capital Management, Inc. | 8,271 | $46.7 萬 | 0.08% | −500−5.7% | 減碼 |
| Private Capital Management LLC | 8,263 | $46.7 萬 | 0.08% | +4,068+97.0% | 加碼 |
| Fairview Capital Investment Management, LLC | 8,255 | $46.6 萬 | 0.03% | 00.0% | 不變 |
| AlTi Global, Inc. | 8,240 | $46.5 萬 | 0.01% | −11,435−58.1% | 減碼 |
| LVW Advisors, LLC | 8,231 | $46.5 萬 | 0.06% | −418−4.8% | 減碼 |
| Interchange Capital Partners, LLC | 8,215 | $46.4 萬 | 0.17% | +265+3.3% | 加碼 |
| Intelligence Driven Advisers, LLC | 8,179 | $46.2 萬 | 0.07% | +794+10.8% | 加碼 |
| Avidian Wealth Solutions, LLC | 8,160 | $46.1 萬 | 0.02% | +720+9.7% | 加碼 |
| Baldwin Brothers Inc | 8,142 | $46.0 萬 | 0.03% | +1,616+24.8% | 加碼 |
| Cutler Investment Counsel LLC | 8,136 | $46.0 萬 | 0.06% | 00.0% | 不變 |
| First National Bank | 8,116 | $45.8 萬 | 0.32% | −390−4.6% | 減碼 |
| Alera Investment Advisors, LLC | 8,095 | $45.7 萬 | 0.05% | +1,155+16.6% | 加碼 |
| Thompson Investment Management, Inc. | 8,048 | $45.5 萬 | 0.06% | −1,594−16.5% | 減碼 |
| Old West Investment Management, LLC | 8,037 | $45.4 萬 | 0.18% | 00.0% | 不變 |
| B.O.S.S. Retirement Advisors, LLC | 8,000 | $45.2 萬 | 0.09% | +8,000 | 新進 |
| UMA Financial Services, Inc. | 7,162 | $45.1 萬 | 0.08% | +30.0% | 加碼 |
| Sivia Capital Partners, LLC | 7,977 | $45.1 萬 | 0.27% | +30.0% | 加碼 |
| Everpar Advisors LLC | 7,937 | $44.8 萬 | 0.23% | −207−2.5% | 減碼 |
| Field & Main Bank | 7,882 | $44.5 萬 | 0.16% | −128−1.6% | 減碼 |
| Valmark Advisers, Inc. | 7,869 | $44.5 萬 | 0.01% | −695−8.1% | 減碼 |
| STAR Financial Bank | 7,839 | $44.3 萬 | 0.30% | 00.0% | 不變 |
| MQS Management LLC | 7,836 | $44.3 萬 | 0.25% | −2,154−21.6% | 減碼 |
| Bedel Financial Consulting, Inc. | 7,827 | $44.2 萬 | 0.06% | −2,030−20.6% | 減碼 |
| Doliver Advisors, LP | 7,825 | $44.2 萬 | 0.12% | +55+0.7% | 加碼 |
| Bridgewealth Advisory Group, LLC | 7,816 | $44.2 萬 | 0.16% | +2,422+44.9% | 加碼 |
| Weil Company, Inc. | 7,809 | $44.1 萬 | 0.14% | 00.0% | 不變 |
| Sky Investment Group LLC | 7,790 | $44.0 萬 | 0.08% | +5+0.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 7,789 | $44.0 萬 | 0.04% | +700+9.9% | 加碼 |
| Encompass More Asset Management | 7,707 | $43.5 萬 | 0.17% | +1,771+29.8% | 加碼 |
| Ghe, LLC | 2,518 | $43.5 萬 | 0.16% | −5,185−67.3% | 減碼 |
| Mosaic Financial Group, LLC | 7,703 | $43.5 萬 | 0.31% | +42+0.5% | 加碼 |
| SNS Financial Group, LLC | 7,695 | $43.5 萬 | 0.04% | −567−6.9% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,691 | $43.4 萬 | 0.14% | +52+0.7% | 加碼 |
| AlphaCore Capital LLC | 7,677 | $43.4 萬 | 0.10% | −76−1.0% | 減碼 |
| Nilsine Partners, LLC | 7,673 | $43.3 萬 | 0.06% | −437−5.4% | 減碼 |
| HHM Wealth Advisors, LLC | 7,648 | $43.2 萬 | 0.06% | +2,244+41.5% | 加碼 |
| Van Strum & Towne Inc. | 7,639 | $43.2 萬 | 0.15% | 00.0% | 不變 |