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 |
|---|---|---|---|---|---|
| Narwhal Capital Management | 5,510 | $31.1 萬 | 0.03% | −200−3.5% | 減碼 |
| Weinberger Asset Management, Inc | 5,502 | $31.1 萬 | 0.13% | +32+0.6% | 加碼 |
| Magnus Financial Group LLC | 5,483 | $31.0 萬 | 0.03% | +106+2.0% | 加碼 |
| Nwam LLC | 5,473 | $30.9 萬 | 0.02% | +5,473 | 新進 |
| First Heartland Consultants, Inc. | 5,477 | $30.9 萬 | 0.03% | +5,477 | 新進 |
| Eagle Harbor Asset Management Inc | 5,457 | $30.8 萬 | 0.31% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 5,451 | $30.8 萬 | 0.03% | −430−7.3% | 減碼 |
| Howard Capital Management Group, LLC | 5,450 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Register Financial Advisors LLC | 5,432 | $30.7 萬 | 0.16% | +7+0.1% | 加碼 |
| Formidable Asset Management, LLC | 5,431 | $30.7 萬 | 0.05% | −1,864−25.6% | 減碼 |
| GYL Financial Synergies, LLC | 5,394 | $30.5 萬 | 0.02% | −325−5.7% | 減碼 |
| Bruce G. Allen Investments, LLC | 5,389 | $30.4 萬 | 0.24% | −12−0.2% | 減碼 |
| Willis Johnson & Associates, Inc. | 5,383 | $30.4 萬 | 0.02% | +5,383 | 新進 |
| Alaethes Wealth LLC | 5,363 | $30.3 萬 | 0.11% | 00.0% | 不變 |
| Security National Bank of So Dak | 5,357 | $30.3 萬 | 0.17% | 00.0% | 不變 |
| Hardy Reed LLC | 5,349 | $30.2 萬 | 0.03% | −21,723−80.2% | 減碼 |
| Susquehanna International Group Ltd. | 5,345 | $30.2 萬 | 0.06% | +5,345 | 新進 |
| Duncker Streett & Co Inc | 5,321 | $30.1 萬 | 0.05% | +3+0.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 5,316 | $30.0 萬 | 0.05% | +184+3.6% | 加碼 |
| Denver Wealth Management, Inc. | 5,313 | $30.0 萬 | 0.14% | +103+2.0% | 加碼 |
| Dempze Nancy E | 5,302 | $30.0 萬 | 0.17% | −1,000−15.9% | 減碼 |
| Constitution Capital LLC | 5,300 | $29.9 萬 | 0.16% | 00.0% | 不變 |
| Raelipskie Partnership | 5,300 | $29.9 萬 | 0.15% | 00.0% | 不變 |
| Inspire Advisors, LLC | 5,292 | $29.9 萬 | 0.04% | +5,292 | 新進 |
| Regent Peak Wealth Advisors LLC | 5,288 | $29.9 萬 | 0.07% | +116+2.2% | 加碼 |
| Matrix Private Capital Group LLC | 5,282 | $29.8 萬 | 0.17% | +38+0.7% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 5,277 | $29.8 萬 | 0.04% | −118−2.2% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 5,280 | $29.8 萬 | 0.06% | +5,280 | 新進 |
| Jacobsen Capital Management | 5,272 | $29.8 萬 | 0.13% | −38−0.7% | 減碼 |
| Sierra Summit Advisors LLC | 5,268 | $29.8 萬 | 0.07% | −2,133−28.8% | 減碼 |
| Hillsdale Investment Management Inc. | 5,262 | $29.7 萬 | 0.02% | +2,112+67.0% | 加碼 |
| Salomon & Ludwin, LLC | 5,256 | $29.7 萬 | 0.03% | +399+8.2% | 加碼 |
| Beach Investment Counsel Inc | 5,233 | $29.6 萬 | 0.04% | 00.0% | 不變 |
| Marex Group plc | 5,229 | $29.5 萬 | 0.01% | +5,229 | 新進 |
| CMG Global Holdings, LLC | 5,215 | $29.5 萬 | 0.17% | −7−0.1% | 減碼 |
| Boston Mountain Money Management Inc | 5,210 | $29.4 萬 | 0.17% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 5,188 | $29.3 萬 | 0.02% | +10.0% | 加碼 |
| Mma Asset Management LLC | 5,180 | $29.3 萬 | 0.08% | +5,180 | 新進 |
| Concord Asset Management, LLC | 5,179 | $29.3 萬 | 0.07% | +191+3.8% | 加碼 |
| Marino, Stram & Associates LLC | 5,179 | $29.3 萬 | 0.07% | +440+9.3% | 加碼 |
| Pegasus Partners Ltd. | 5,154 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,143 | $29.1 萬 | 0.05% | +30+0.6% | 加碼 |
| Ellevest, Inc. | 5,131 | $29.0 萬 | 0.02% | +21+0.4% | 加碼 |
| MBB Public Markets I LLC | 5,130 | $29.0 萬 | 0.02% | −246,738−98.0% | 減碼 |
| Hohimer Wealth Management, LLC | 5,123 | $28.9 萬 | 0.06% | 00.0% | 不變 |
| Burt Wealth Advisors | 5,117 | $28.9 萬 | 0.07% | 00.0% | 不變 |
| Foster & Motley Inc | 5,112 | $28.9 萬 | 0.02% | +5,112 | 新進 |
| Whalerock Point Partners, LLC | 5,108 | $28.9 萬 | 0.07% | 00.0% | 不變 |
| Optas, LLC | 5,107 | $28.8 萬 | 0.07% | −269−5.0% | 減碼 |
| New Republic Capital, LLC | 5,100 | $28.8 萬 | 0.17% | −216−4.1% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 5,088 | $28.7 萬 | 0.06% | −809−13.7% | 減碼 |
| Prosperity Consulting Group, LLC | 5,082 | $28.7 萬 | 0.02% | +89+1.8% | 加碼 |
| Birch Hill Investment Advisors LLC | 5,079 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 5,073 | $28.7 萬 | 0.05% | +640+14.4% | 加碼 |
| Mokosak Advisory Group, LLC | 5,071 | $28.6 萬 | 0.09% | +30+0.6% | 加碼 |
| Aviso Financial Inc. | 5,069 | $28.6 萬 | 0.01% | −289−5.4% | 減碼 |
| Warwick Investment Management, Inc. | 5,067 | $28.6 萬 | 0.07% | +1,078+27.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 4,253 | $28.5 萬 | 0.00% | +4,253 | 新進 |
| Chapin Davis, Inc. | 5,040 | $28.5 萬 | 0.09% | −93−1.8% | 減碼 |
| M&R Capital Management Inc | 5,006 | $28.3 萬 | 0.06% | +1,044+26.4% | 加碼 |
| Puzo Michael J | 5,000 | $28.2 萬 | 0.07% | 00.0% | 不變 |
| Hourglass Capital, LLC | 5,000 | $28.2 萬 | 0.08% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 5,000 | $28.2 萬 | 0.12% | 00.0% | 不變 |
| Ruffer LLP | 5,000 | $28.2 萬 | 0.01% | −13,000−72.2% | 減碼 |
| Quantum Financial Advisors, LLC | 4,992 | $28.2 萬 | 0.04% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 4,987 | $28.2 萬 | 0.16% | −333−6.3% | 減碼 |
| Cutter & CO Brokerage, Inc. | 4,974 | $28.1 萬 | 0.06% | +114+2.3% | 加碼 |
| Willner & Heller, LLC | 4,971 | $28.1 萬 | 0.25% | +34+0.7% | 加碼 |
| GFS Advisors, LLC | 4,948 | $28.0 萬 | 0.06% | +4,548+1,137.0% | 加碼 |
| First Command Advisory Services, Inc. | 4,956 | $28.0 萬 | 0.00% | +280+6.0% | 加碼 |
| Howe & Rusling Inc | 4,954 | $28.0 萬 | 0.02% | −75−1.5% | 減碼 |
| Blueprint Investment Partners LLC | 4,952 | $28.0 萬 | 0.05% | −4,570−48.0% | 減碼 |
| First American Bank | 4,951 | $28.0 萬 | 0.02% | +696+16.4% | 加碼 |
| Founders Capital Management | 4,942 | $27.9 萬 | 0.17% | 00.0% | 不變 |
| Walker Asset Management, LLC | 4,938 | $27.9 萬 | 0.17% | +30+0.6% | 加碼 |
| CoreFirst Bank & Trust | 4,925 | $27.8 萬 | 0.16% | −1,200−19.6% | 減碼 |
| Successful Portfolios LLC | 4,917 | $27.8 萬 | 0.19% | +20.0% | 加碼 |
| Check Capital Management Inc | 4,913 | $27.8 萬 | 0.02% | 00.0% | 不變 |
| CKW Financial Group | 5,000 | $27.7 萬 | 0.03% | −200−3.8% | 減碼 |
| Vicus Capital | 4,892 | $27.6 萬 | 0.02% | −2,738−35.9% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 4,642 | $27.6 萬 | 0.10% | 00.0% | 不變 |
| Verity & Verity, LLC | 4,875 | $27.5 萬 | 0.03% | −126−2.5% | 減碼 |
| Guardian Wealth Management, Inc. | 4,869 | $27.5 萬 | 0.19% | +15+0.3% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 4,867 | $27.5 萬 | 0.07% | +4,867 | 新進 |
| Epiq Partners, LLC | 4,853 | $27.4 萬 | 0.15% | −1,337−21.6% | 減碼 |
| Strategic Blueprint, LLC | 4,848 | $27.4 萬 | 0.02% | −99−2.0% | 減碼 |
| Plante Moran Financial Advisors, LLC | 4,842 | $27.4 萬 | 0.02% | −1,880−28.0% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,841 | $27.3 萬 | 0.02% | +439+10.0% | 加碼 |
| MKT Advisors LLC | 4,941 | $27.3 萬 | 0.13% | −208−4.0% | 減碼 |
| Leo Wealth, LLC | 4,833 | $27.3 萬 | 0.02% | −82−1.7% | 減碼 |
| Green Square Capital Advisors LLC | 4,884 | $27.3 萬 | 0.04% | 00.0% | 不變 |
| Sachetta, LLC | 4,832 | $27.3 萬 | 0.11% | −35−0.7% | 減碼 |
| Klingenstein Fields & Co LP | 4,830 | $27.3 萬 | 0.01% | +53+1.1% | 加碼 |
| City Center Advisors, LLC | 4,826 | $27.3 萬 | 0.30% | +4,826 | 新進 |
| Destination Wealth Management | 4,813 | $27.2 萬 | 0.01% | −3,208−40.0% | 減碼 |
| Trustmark National Bank Trust Department | 4,813 | $27.2 萬 | 0.02% | +587+13.9% | 加碼 |
| Wealth Management Associates, Inc. | 4,807 | $27.2 萬 | 0.12% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 4,800 | $27.1 萬 | 0.25% | +1,000+26.3% | 加碼 |
| Brave Asset Management Inc | 4,791 | $27.1 萬 | 0.07% | −114−2.3% | 減碼 |
| Penserra Capital Management LLC | 4,776 | $26.9 萬 | 0.01% | −121−2.5% | 減碼 |