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 2,883 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
- 2,248
- 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 780 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $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 |
|---|---|---|---|---|---|
| DCM Advisors, LLC | 111,284 | $628.6 萬 | 3.17% | 00.0% | 不變 |
| Rathbone Brothers plc | 110,607 | $624.8 萬 | 0.03% | +722+0.7% | 加碼 |
| NatWest Group plc | 109,382 | $617.9 萬 | 1.83% | −29,116−21.0% | 減碼 |
| Advisory Services Network, LLC | 103,578 | $615.1 萬 | 0.13% | 00.0% | 不變 |
| Prudential PLC | 108,078 | $610.5 萬 | 0.03% | +49,916+85.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 107,877 | $609.4 萬 | 0.14% | −3,070−2.8% | 減碼 |
| Cynosure Management, LLC | 107,158 | $605.3 萬 | 0.88% | +54,026+101.7% | 加碼 |
| Beacon Financial Group | 106,488 | $601.6 萬 | 0.65% | −2,617−2.4% | 減碼 |
| California First Leasing Corp | 106,400 | $601.1 萬 | 2.61% | 00.0% | 不變 |
| Park Avenue Securities LLC | 106,366 | $600.9 萬 | 0.07% | −7,123−6.3% | 減碼 |
| NBW Capital LLC | 105,834 | $597.9 萬 | 1.13% | −627−0.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 105,535 | $596.2 萬 | 0.32% | −5,406−4.9% | 減碼 |
| TD Waterhouse Canada Inc. | 107,105 | $592.7 萬 | 0.05% | +646+0.6% | 加碼 |
| Wittenberg Investment Management, Inc. | 104,530 | $590.5 萬 | 1.93% | −11,167−9.7% | 減碼 |
| Harvest Portfolios Group Inc. | 104,128 | $588.2 萬 | 0.20% | +7,303+7.5% | 加碼 |
| Unison Asset Management LLC | 103,241 | $583.2 萬 | 2.77% | −162−0.2% | 減碼 |
| Long Focus Capital Management, LLC | 103,000 | $581.8 萬 | 0.51% | 00.0% | 不變 |
| GLOBALT Investments LLC | 102,029 | $576.4 萬 | 0.22% | +102,029 | 新進 |
| PFG Advisors | 101,761 | $574.8 萬 | 0.36% | +3,536+3.6% | 加碼 |
| Whittier Trust Co | 101,566 | $573.7 萬 | 0.08% | −1,932−1.9% | 減碼 |
| Robinson Value Management, Ltd. | 101,372 | $572.7 萬 | 3.72% | +303+0.3% | 加碼 |
| Principal Securities, Inc. | 100,833 | $569.6 萬 | 0.14% | +7,423+7.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 100,777 | $569.3 萬 | 0.39% | −11,671−10.4% | 減碼 |
| Hutchinson Capital Management | 100,485 | $567.6 萬 | 1.08% | −145−0.1% | 減碼 |
| Synovus Financial Corp | 99,049 | $559.5 萬 | 0.06% | +24,126+32.2% | 加碼 |
| Veriti Management LLC | 97,809 | $552.5 萬 | 0.30% | +11,054+12.7% | 加碼 |
| First National Bank of Omaha | 97,053 | $548.3 萬 | 0.35% | −7,363−7.1% | 減碼 |
| MAI Capital Management | 97,046 | $548.2 萬 | 0.05% | −15,095−13.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 96,869 | $547.2 萬 | 0.06% | −4,698−4.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 96,745 | $546.5 萬 | 0.08% | +6,317+7.0% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 96,715 | $546.3 萬 | 0.02% | −18,406−16.0% | 減碼 |
| Assenagon Asset Management S.A. | 96,400 | $544.6 萬 | 0.01% | +7,415+8.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 95,863 | $541.5 萬 | 0.24% | +4,057+4.4% | 加碼 |
| Western Financial Corp | 95,035 | $536.9 萬 | 3.05% | +132+0.1% | 加碼 |
| Winslow Asset Management Inc | 94,748 | $535.2 萬 | 0.99% | +569+0.6% | 加碼 |
| Umb Bank N A | 93,915 | $530.5 萬 | 0.08% | −7,798−7.7% | 減碼 |
| Concentric Wealth Management, LLC | 93,045 | $525.6 萬 | 1.28% | +292+0.3% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 92,845 | $524.5 萬 | 2.05% | +135+0.1% | 加碼 |
| Argent Trust Co | 92,285 | $521.3 萬 | 0.22% | +6,222+7.2% | 加碼 |
| Clearstead Advisors, LLC | 92,258 | $521.2 萬 | 0.08% | −5,280−5.4% | 減碼 |
| Siemens Fonds Invest GmbH | 92,047 | $520.0 萬 | 0.41% | −1,150−1.2% | 減碼 |
| Continental Advisors LLC | 91,906 | $519.2 萬 | 3.83% | +1,000+1.1% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 91,330 | $515.9 萬 | 0.32% | −67,642−42.5% | 減碼 |
| Hancock Whitney Corp | 91,060 | $514.4 萬 | 0.17% | −204−0.2% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $513.5 萬 | 0.18% | 00.0% | 不變 |
| Elgethun Capital Management | 90,560 | $511.6 萬 | 1.20% | +545+0.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 90,123 | $509.1 萬 | 0.17% | −5,117−5.4% | 減碼 |
| Madison Asset Management, LLC | 89,728 | $506.9 萬 | 0.06% | −3,031−3.3% | 減碼 |
| Savant Capital, LLC | 89,692 | $506.7 萬 | 0.04% | −991−1.1% | 減碼 |
| Drucker Wealth 3.0, LLC | 89,361 | $504.8 萬 | 1.21% | +1,570+1.8% | 加碼 |
| Bard Financial Services, Inc. | 88,355 | $499.1 萬 | 0.59% | −11,805−11.8% | 減碼 |
| Clayton Partners LLC | 88,265 | $498.6 萬 | 3.59% | −1,628−1.8% | 減碼 |
| Tiaa Trust, National Association | 88,196 | $498.2 萬 | 0.01% | −198−0.2% | 減碼 |
| Gifford Fong Associates | 88,052 | $497.4 萬 | 1.24% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 87,664 | $495.2 萬 | 0.13% | −78,999−47.4% | 減碼 |
| Merit Financial Group, LLC | 87,612 | $494.9 萬 | 0.11% | +4,161+5.0% | 加碼 |
| Stephens Inc | 87,518 | $494.4 萬 | 0.07% | −1,462−1.6% | 減碼 |
| Vident Advisory, LLC | 87,471 | $494.1 萬 | 0.12% | +3,396+4.0% | 加碼 |
| Brookmont Capital Management | 86,684 | $489.7 萬 | 2.52% | −3,168−3.5% | 減碼 |
| Wesleyan Assurance Society | 86,500 | $488.4 萬 | 0.39% | 00.0% | 不變 |
| King Luther Capital Management Corp | 85,680 | $484.0 萬 | 0.02% | +1,200+1.4% | 加碼 |
| Mill Capital Management, LLC | 85,455 | $482.7 萬 | 0.38% | −1,500−1.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 85,378 | $482.4 萬 | 0.09% | +53,329+166.4% | 加碼 |
| Commerzbank Aktiengesellschaft | 84,152 | $475.4 萬 | 0.13% | +67,466+404.3% | 加碼 |
| CAPROCK Group, Inc. | 83,671 | $472.7 萬 | 0.17% | +1,214+1.5% | 加碼 |
| Banco Santander, S.A. | 83,373 | $471.0 萬 | 0.06% | −2,332−2.7% | 減碼 |
| Longbow Finance SA | 82,926 | $468.4 萬 | 0.50% | 00.0% | 不變 |
| Mission Wealth Management, LP | 81,866 | $462.5 萬 | 0.11% | −6,602−7.5% | 減碼 |
| Fayez Sarofim & Co | 81,853 | $462.4 萬 | 0.01% | +21,350+35.3% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 81,101 | $458.1 萬 | 0.45% | −3,174−3.8% | 減碼 |
| Woodward Diversified Capital, LLC | 80,881 | $456.9 萬 | 2.90% | −4,302−5.1% | 減碼 |
| Wolverine Trading, LLC | 81,202 | $453.9 萬 | 0.12% | −19,919−19.7% | 減碼 |
| Axxcess Wealth Management, LLC | 80,033 | $452.1 萬 | 0.11% | +14,728+22.6% | 加碼 |
| United Services Automobile Association | 79,973 | $451.8 萬 | 0.12% | −21,730−21.4% | 減碼 |
| Twin Capital Management Inc | 79,652 | $450.0 萬 | 0.51% | −891−1.1% | 減碼 |
| Empower Advisory Group, LLC | 79,608 | $449.7 萬 | 0.02% | +8,222+11.5% | 加碼 |
| Barr E S & Co | 79,288 | $447.9 萬 | 0.28% | −2,706−3.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 78,942 | $445.9 萬 | 0.08% | −17,819−18.4% | 減碼 |
| Oddo BHF Asset Management SAS | 78,809 | $445.2 萬 | 0.22% | +78,809 | 新進 |
| Farther Finance Advisors, LLC | 78,686 | $444.5 萬 | 0.17% | +1,820+2.4% | 加碼 |
| Integrated Wealth Concepts LLC | 78,436 | $443.1 萬 | 0.05% | −9,948−11.3% | 減碼 |
| Kingsview Wealth Management, LLC | 77,974 | $440.5 萬 | 0.09% | −3,459−4.2% | 減碼 |
| Horizon Investments, LLC | 78,053 | $438.4 萬 | 0.12% | −6,219−7.4% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $435.0 萬 | 0.52% | 00.0% | 不變 |
| NorthRock Partners, LLC | 76,934 | $434.6 萬 | 0.14% | +23,712+44.6% | 加碼 |
| TD Private Client Wealth LLC | 76,754 | $433.6 萬 | 0.12% | −24,515−24.2% | 減碼 |
| Pensionmark Financial Group, LLC | 75,432 | $426.1 萬 | 0.13% | +69,901+1,263.8% | 加碼 |
| HighMark Wealth Management LLC | 74,770 | $422.4 萬 | 2.31% | −150.0% | 減碼 |
| Weik Capital Management | 74,673 | $421.8 萬 | 1.70% | −125−0.2% | 減碼 |
| Plato Investment Management Ltd | 74,565 | $420.8 萬 | 0.34% | +2,119+2.9% | 加碼 |
| Cloverfields Capital Group, LP | 74,095 | $418.6 萬 | 1.35% | −25,616−25.7% | 減碼 |
| Sterling Capital Management LLC | 74,025 | $418.2 萬 | 0.05% | +74,025 | 新進 |
| Daymark Wealth Partners, LLC | 74,015 | $418.1 萬 | 0.18% | −1,632−2.2% | 減碼 |
| Apollon Wealth Management, LLC | 73,503 | $415.2 萬 | 0.12% | −2,642−3.5% | 減碼 |
| Bahl & Gaynor Inc | 73,470 | $415.0 萬 | 0.02% | −11,650−13.7% | 減碼 |
| Gotham Asset Management, LLC | 73,246 | $413.8 萬 | 0.04% | +1,897+2.7% | 加碼 |
| HB Wealth Management, LLC | 72,998 | $412.4 萬 | 0.04% | +4,892+7.2% | 加碼 |
| Credit Agricole S A | 72,891 | $411.8 萬 | 0.02% | −298,425−80.4% | 減碼 |
| Picton Mahoney Asset Management | 72,780 | $411.2 萬 | 0.16% | −52,380−41.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 72,684 | $410.6 萬 | 0.06% | +50+0.1% | 加碼 |