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 |
|---|---|---|---|---|---|
| Canopy Partners, LLC | 6,507 | $36.8 萬 | 0.16% | −185−2.8% | 減碼 |
| ERTS Wealth Advisors, LLC | 6,504 | $36.7 萬 | 0.07% | −156−2.3% | 減碼 |
| Ayrshire Capital Management LLC | 6,500 | $36.7 萬 | 0.17% | 00.0% | 不變 |
| Cascade Financial Partners, LLC | 5,663 | $36.7 萬 | 0.05% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 6,521 | $36.7 萬 | 0.03% | −12,177−65.1% | 減碼 |
| Diversified, LLC | 6,474 | $36.6 萬 | 0.04% | −304−4.5% | 減碼 |
| Diversified Enterprises, LLC | 6,474 | $36.6 萬 | 0.04% | +6,474 | 新進 |
| Sweet Financial Partners, LLC | 6,461 | $36.5 萬 | 0.08% | +9+0.1% | 加碼 |
| Traphagen Investment Advisors LLC | 6,442 | $36.4 萬 | 0.04% | +5+0.1% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 6,427 | $36.3 萬 | 0.27% | +455+7.6% | 加碼 |
| Sound Income Strategies, LLC | 6,424 | $36.3 萬 | 0.02% | −52−0.8% | 減碼 |
| Proficio Capital Partners LLC | 6,419 | $36.3 萬 | 0.04% | −1,341−17.3% | 減碼 |
| BNC Wealth Management, LLC | 6,394 | $36.1 萬 | 0.13% | −164−2.5% | 減碼 |
| Aprio Wealth Management, LLC | 6,377 | $36.0 萬 | 0.06% | −372−5.5% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 6,375 | $36.0 萬 | 0.05% | +361+6.0% | 加碼 |
| Congress Wealth Management LLC | 6,361 | $35.9 萬 | 0.00% | +1,062+20.0% | 加碼 |
| Occidental Asset Management, LLC | 6,360 | $35.9 萬 | 0.06% | −121−1.9% | 減碼 |
| BlackDiamond Wealth Management Inc. | 4,932 | $35.8 萬 | 0.22% | +114+2.4% | 加碼 |
| Verus Capital Partners, LLC | 6,327 | $35.7 萬 | 0.03% | +247+4.1% | 加碼 |
| Inceptionr LLC | 6,322 | $35.7 萬 | 0.09% | −26,094−80.5% | 減碼 |
| Morris Financial Concepts, Inc. | 6,306 | $35.6 萬 | 0.15% | −505−7.4% | 減碼 |
| Front Row Advisors LLC | 6,293 | $35.5 萬 | 0.13% | −432−6.4% | 減碼 |
| First Financial Corp | 6,286 | $35.5 萬 | 0.17% | 00.0% | 不變 |
| TBH Global Asset Management, LLC | 6,277 | $35.5 萬 | 0.08% | −105−1.6% | 減碼 |
| Winton Group Ltd | 6,271 | $35.4 萬 | 0.02% | +2,484+65.6% | 加碼 |
| Family Firm, Inc. | 6,255 | $35.3 萬 | 0.08% | +191+3.1% | 加碼 |
| Financial Advocates Investment Management | 6,252 | $35.3 萬 | 0.02% | −95−1.5% | 減碼 |
| Community Trust & Investment Co | 6,248 | $35.3 萬 | 0.02% | +1,629+35.3% | 加碼 |
| Allegheny Financial Group LTD | 6,244 | $35.3 萬 | 0.09% | +30.0% | 加碼 |
| Sym Financial Corp | 6,237 | $35.2 萬 | 0.05% | +2,217+55.1% | 加碼 |
| Legacy Bridge, LLC | 6,229 | $35.2 萬 | 0.19% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 6,228 | $35.2 萬 | 0.02% | +896+16.8% | 加碼 |
| Fruth Investment Management | 6,218 | $35.1 萬 | 0.09% | −200−3.1% | 減碼 |
| Keebeck Alpha, LP | 6,212 | $35.1 萬 | 0.23% | +2,480+66.5% | 加碼 |
| Seven Mile Advisory | 6,206 | $35.1 萬 | 0.23% | −62−1.0% | 減碼 |
| Heritage Investment Group, Inc. | 6,205 | $35.1 萬 | 0.07% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 6,202 | $35.0 萬 | 0.05% | +1,493+31.7% | 加碼 |
| Nichols & Pratt Advisers LLP | 6,200 | $35.0 萬 | 0.02% | 00.0% | 不變 |
| Wealthstream Advisors, Inc. | 6,198 | $35.0 萬 | 0.06% | +20.0% | 加碼 |
| Evoke Wealth, LLC | 6,190 | $35.0 萬 | 0.01% | +6,190 | 新進 |
| Coastline Trust Co | 6,172 | $34.9 萬 | 0.04% | +900+17.1% | 加碼 |
| M3 Advisory Group, LLC | 6,156 | $34.8 萬 | 0.26% | +28+0.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,185 | $34.8 萬 | 0.02% | −41−0.7% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,142 | $34.7 萬 | 0.08% | −228−3.6% | 減碼 |
| CFO4Life Group, LLC | 6,132 | $34.6 萬 | 0.06% | −212−3.3% | 減碼 |
| Larson Financial Group LLC | 6,129 | $34.6 萬 | 0.02% | +1,097+21.8% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 6,123 | $34.6 萬 | 0.07% | +935+18.0% | 加碼 |
| Lakeridge Wealth Management LLC | 6,115 | $34.5 萬 | 0.19% | +36+0.6% | 加碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 6,108 | $34.5 萬 | 0.05% | −22,169−78.4% | 減碼 |
| Univest Financial Corp | 6,093 | $34.4 萬 | 0.02% | +6,093 | 新進 |
| Red Door Wealth Management, LLC | 6,089 | $34.4 萬 | 0.06% | +540+9.7% | 加碼 |
| LongView Wealth Management | 6,060 | $34.2 萬 | 0.11% | +79+1.3% | 加碼 |
| SeaBridge Investment Advisors LLC | 6,045 | $34.1 萬 | 0.08% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 6,043 | $34.1 萬 | 0.26% | +20.0% | 加碼 |
| Kesler, Norman & Wride, LLC | 6,041 | $34.1 萬 | 0.07% | +44+0.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 6,032 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| Stiles Financial Services Inc | 6,025 | $34.0 萬 | 0.12% | +39+0.7% | 加碼 |
| Callan Capital, LLC | 6,024 | $34.0 萬 | 0.02% | +220+3.8% | 加碼 |
| Silverlake Wealth Management LLC | 6,020 | $34.0 萬 | 0.13% | −73−1.2% | 減碼 |
| 180 Wealth Advisors, LLC | 6,011 | $34.0 萬 | 0.05% | +75+1.3% | 加碼 |
| WoodTrust Financial Corp | 5,996 | $33.9 萬 | 0.05% | +1,049+21.2% | 加碼 |
| Josh Arnold Investment Consultant, LLC | 6,000 | $33.9 萬 | 0.28% | 00.0% | 不變 |
| Burton Enright Welch | 5,996 | $33.9 萬 | 0.07% | 00.0% | 不變 |
| Arrow Financial Corp | 5,983 | $33.8 萬 | 0.03% | −10−0.2% | 減碼 |
| Duncan Williams Asset Management, LLC | 5,981 | $33.8 萬 | 0.19% | +5,981 | 新進 |
| Investment Advisory Group, LLC | 5,976 | $33.8 萬 | 0.12% | +93+1.6% | 加碼 |
| Flputnam Investment Management Co | 5,960 | $33.7 萬 | 0.01% | −475−7.4% | 減碼 |
| SPC Financial, Inc. | 5,945 | $33.6 萬 | 0.03% | −12−0.2% | 減碼 |
| Ariadne Wealth Management, LP | 4,805 | $33.5 萬 | 0.18% | +4,805 | 新進 |
| FinTrust Capital Advisors, LLC | 5,926 | $33.5 萬 | 0.06% | +564+10.5% | 加碼 |
| Atwood & Palmer Inc | 5,925 | $33.5 萬 | 0.02% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 5,902 | $33.3 萬 | 0.06% | −39−0.7% | 減碼 |
| Pioneer Trust Bank N A | 5,900 | $33.3 萬 | 0.09% | 00.0% | 不變 |
| AA Financial Advisors, LLC | 5,895 | $33.3 萬 | 0.10% | −470−7.4% | 減碼 |
| Advisory Alpha, LLC | 5,868 | $33.2 萬 | 0.01% | +378+6.9% | 加碼 |
| Smithfield Trust Co | 5,854 | $33.1 萬 | 0.02% | +101+1.8% | 加碼 |
| Arcataur Capital Management LLC | 5,854 | $33.1 萬 | 0.11% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 5,847 | $33.0 萬 | 0.14% | +43+0.7% | 加碼 |
| Blue Barn Wealth, LLC | 5,795 | $32.7 萬 | 0.17% | −17−0.3% | 減碼 |
| MSH Capital Advisors LLC | 5,793 | $32.7 萬 | 0.10% | +12+0.2% | 加碼 |
| Dorchester Wealth Management Co | 5,790 | $32.7 萬 | 0.06% | −83,333−93.5% | 減碼 |
| Indiana Trust & Investment Management CO | 5,780 | $32.7 萬 | 0.11% | 00.0% | 不變 |
| Visionary Wealth Advisors | 5,758 | $32.5 萬 | 0.02% | +13+0.2% | 加碼 |
| Parsons Capital Management Inc | 5,754 | $32.5 萬 | 0.02% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,926 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| Safeguard Investment Advisory Group, LLC | 5,702 | $32.2 萬 | 0.09% | +1,597+38.9% | 加碼 |
| Ballast, Inc. | 5,695 | $32.2 萬 | 0.09% | −118−2.0% | 減碼 |
| Legacy Private Trust Co. | 5,695 | $32.2 萬 | 0.02% | +190+3.5% | 加碼 |
| Security National Bank of Sioux City Iowa | 5,689 | $32.1 萬 | 0.20% | +5,689 | 新進 |
| Ewa, LLC | 4,407 | $32.1 萬 | 0.11% | −78−1.7% | 減碼 |
| Guyasuta Investment Advisors Inc | 5,673 | $32.0 萬 | 0.02% | −658−10.4% | 減碼 |
| G2 Capital Management, LLC | 5,647 | $31.9 萬 | 0.09% | 00.0% | 不變 |
| Inscription Capital, LLC | 5,635 | $31.8 萬 | 0.05% | +245+4.5% | 加碼 |
| Summit Global Investments | 5,630 | $31.8 萬 | 0.02% | −83−1.5% | 減碼 |
| McAdam, LLC | 5,627 | $31.8 萬 | 0.02% | +18+0.3% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 5,614 | $31.7 萬 | 0.08% | 00.0% | 不變 |
| Detalus Advisors, LLC | 5,600 | $31.6 萬 | 0.11% | 00.0% | 不變 |
| Slagle Financial, LLC | 5,587 | $31.6 萬 | 0.14% | −144−2.5% | 減碼 |
| Smith, Moore & Co. | 5,546 | $31.3 萬 | 0.03% | −16−0.3% | 減碼 |
| Icapital Wealth LLC | 5,530 | $31.2 萬 | 0.17% | 00.0% | 不變 |