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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 72,362 | $408.8 萬 | 0.04% | −1,605−2.2% | 減碼 |
| Richard Bernstein Advisors LLC | 72,255 | $408.2 萬 | 0.09% | −14,958−17.2% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 71,345 | $403.0 萬 | 0.87% | +71,345 | 新進 |
| Algert Global LLC | 70,478 | $398.1 萬 | 0.11% | +70,478 | 新進 |
| First National Advisers, LLC | 68,985 | $389.7 萬 | 0.62% | +3,428+5.2% | 加碼 |
| First Trust Investment Solutions L.P. | 68,910 | $389.3 萬 | 0.44% | +60,936+764.2% | 加碼 |
| Vestcor Inc | 68,840 | $388.9 萬 | 0.12% | 00.0% | 不變 |
| AIA Group Ltd | 68,519 | $387.1 萬 | 0.10% | −3,180−4.4% | 減碼 |
| Bleakley Financial Group, LLC | 68,411 | $386.5 萬 | 0.12% | +6,367+10.3% | 加碼 |
| Bradley Foster & Sargent Inc | 67,788 | $382.9 萬 | 0.06% | −2,751−3.9% | 減碼 |
| Regions Financial Corp | 66,621 | $376.3 萬 | 0.03% | +990+1.5% | 加碼 |
| Culbertson A N & Co Inc | 66,187 | $373.9 萬 | 0.60% | −1,800−2.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,063 | $373.2 萬 | 0.01% | +7,183+12.2% | 加碼 |
| Summit Trail Advisors, LLC | 65,138 | $368.0 萬 | 0.09% | −9,648−12.9% | 減碼 |
| Oldfather Financial Services, LLC | 64,576 | $364.8 萬 | 1.40% | +210.0% | 加碼 |
| Connable Office Inc | 64,131 | $362.3 萬 | 0.36% | +345+0.5% | 加碼 |
| Asio Capital, LLC | 63,990 | $361.5 萬 | 0.69% | +3,865+6.4% | 加碼 |
| Independent Advisor Alliance | 63,667 | $359.7 萬 | 0.13% | +700+1.1% | 加碼 |
| Hamilton Capital Partners Inc. | 63,189 | $357.0 萬 | 0.31% | +12,547+24.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 62,507 | $353.1 萬 | 0.14% | +5,103+8.9% | 加碼 |
| 44 Wealth Management LLC | 54,621 | $352.6 萬 | 1.24% | +54,621 | 新進 |
| Cullen/Frost Bankers, Inc. | 62,088 | $350.7 萬 | 0.05% | −654−1.0% | 減碼 |
| Alberta Investment Management Corp | 61,900 | $349.7 萬 | 0.03% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 61,758 | $348.9 萬 | 0.05% | −7,837−11.3% | 減碼 |
| HighPoint Advisor Group LLC | 61,507 | $347.5 萬 | 0.20% | −5,939−8.8% | 減碼 |
| Waterloo Capital, L.P. | 61,456 | $347.2 萬 | 0.38% | +678+1.1% | 加碼 |
| Bank of Stockton | 61,229 | $345.9 萬 | 1.04% | +17,578+40.3% | 加碼 |
| Trajan Wealth LLC | 60,838 | $343.7 萬 | 0.20% | +8,358+15.9% | 加碼 |
| Norden Group LLC | 60,519 | $341.9 萬 | 0.40% | +28,003+86.1% | 加碼 |
| Bryn Mawr Trust Co | 60,373 | $341.0 萬 | 0.06% | +51,927+614.8% | 加碼 |
| BWM Planning, LLC | 60,015 | $339.0 萬 | 1.50% | +60,015 | 新進 |
| Meeder Advisory Services, Inc. | 59,998 | $338.9 萬 | 0.22% | −3,943−6.2% | 減碼 |
| Profund Advisors LLC | 59,863 | $338.2 萬 | 0.13% | +7,108+13.5% | 加碼 |
| Global Retirement Partners, LLC | 59,847 | $338.1 萬 | 0.10% | +1,434+2.5% | 加碼 |
| Guardian Capital Advisors LP | 61,018 | $338.0 萬 | 0.33% | −790−1.3% | 減碼 |
| Focus Financial Network, Inc. | 59,812 | $337.9 萬 | 0.14% | +757+1.3% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 59,542 | $336.4 萬 | 2.14% | 00.0% | 不變 |
| Lawson Kroeker Investment Management Inc | 59,470 | $335.9 萬 | 0.61% | −10,063−14.5% | 減碼 |
| Hodges Capital Management Inc. | 59,175 | $334.3 萬 | 0.21% | +50,400+574.4% | 加碼 |
| Lee Danner & Bass Inc | 58,896 | $332.7 萬 | 0.23% | −300−0.5% | 減碼 |
| Qtron Investments LLC | 58,550 | $330.7 萬 | 0.45% | −1,397−2.3% | 減碼 |
| Headlands Technologies LLC | 58,414 | $330.0 萬 | 0.38% | −105,138−64.3% | 減碼 |
| Ritholtz Wealth Management | 58,135 | $328.4 萬 | 0.10% | +4,848+9.1% | 加碼 |
| Altrafin AG | 57,900 | $327.1 萬 | 1.18% | −5,300−8.4% | 減碼 |
| Benjamin Edwards Inc | 57,459 | $324.6 萬 | 0.05% | +43,782+320.1% | 加碼 |
| Sigma Planning Corp | 57,231 | $323.3 萬 | 0.10% | −2,626−4.4% | 減碼 |
| Portside Wealth Group, LLC | 57,054 | $322.3 萬 | 0.55% | −3,022−5.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 57,035 | $322.2 萬 | 0.21% | +402+0.7% | 加碼 |
| Parcion Private Wealth LLC | 56,834 | $321.1 萬 | 0.27% | +235+0.4% | 加碼 |
| Signet Financial Management, LLC | 56,686 | $320.2 萬 | 0.41% | +169+0.3% | 加碼 |
| Portfolio Design Labs, LLC | 56,314 | $318.1 萬 | 0.89% | +16,428+41.2% | 加碼 |
| Qsemble Capital Management, LP | 56,116 | $317.0 萬 | 0.58% | −27,424−32.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 56,106 | $316.9 萬 | 0.43% | +4,305+8.3% | 加碼 |
| Morningstar Investment Management LLC | 50,646 | $314.8 萬 | 0.31% | −25,482−33.5% | 減碼 |
| Mitchell Sinkler & Starr | 55,125 | $311.4 萬 | 0.78% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 54,825 | $309.7 萬 | 0.11% | −3,463−5.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 54,646 | $308.7 萬 | 0.04% | −4,071−6.9% | 減碼 |
| LGT Group Foundation | 55,811 | $308.6 萬 | 0.05% | −5,157−8.5% | 減碼 |
| Vise Technologies, Inc. | 54,391 | $307.3 萬 | 0.39% | +10,264+23.3% | 加碼 |
| Warren Averett Asset Management, LLC | 54,210 | $306.2 萬 | 0.06% | −829−1.5% | 減碼 |
| Wetherby Asset Management Inc | 53,848 | $304.2 萬 | 0.14% | −2,173−3.9% | 減碼 |
| S&CO Inc | 53,658 | $303.1 萬 | 0.20% | −195−0.4% | 減碼 |
| Haverford Trust Co | 53,565 | $302.6 萬 | 0.03% | +692+1.3% | 加碼 |
| Checchi Capital Advisers, LLC | 53,187 | $300.5 萬 | 0.22% | −172−0.3% | 減碼 |
| Stonebridge Capital Advisors LLC | 53,077 | $299.8 萬 | 0.24% | −774−1.4% | 減碼 |
| DoubleLine ETF Adviser LP | 53,014 | $299.5 萬 | 0.73% | −6,939−11.6% | 減碼 |
| Cornercap Investment Counsel Inc | 52,925 | $299.0 萬 | 0.88% | +18,493+53.7% | 加碼 |
| Associated Banc-Corp | 52,889 | $298.8 萬 | 0.09% | −731−1.4% | 減碼 |
| Montag A & Associates Inc | 52,683 | $297.6 萬 | 0.14% | +641+1.2% | 加碼 |
| Quad-Cities Investment Group, LLC | 52,418 | $296.1 萬 | 1.49% | −782−1.5% | 減碼 |
| Pitcairn Co | 52,086 | $294.2 萬 | 0.17% | +6,542+14.4% | 加碼 |
| Convergence Investment Partners, LLC | 52,083 | $294.2 萬 | 0.79% | −442−0.8% | 減碼 |
| Central Pacific Bank - Trust Division | 52,070 | $294.1 萬 | 0.37% | −21,225−29.0% | 減碼 |
| Ascent Group, LLC | 52,035 | $293.9 萬 | 0.22% | +13,101+33.6% | 加碼 |
| Transcend Wealth Collective, LLC | 51,977 | $293.6 萬 | 0.20% | −638−1.2% | 減碼 |
| FineMark National Bank & Trust | 51,976 | $293.6 萬 | 0.10% | +840+1.6% | 加碼 |
| Twin City Private Wealth, LLC | 51,911 | $293.2 萬 | 2.54% | +3,343+6.9% | 加碼 |
| Wedbush Securities Inc | 51,775 | $292.5 萬 | 0.11% | −17,365−25.1% | 減碼 |
| F/M Investments LLC | 37,396 | $292.5 萬 | 0.10% | −128,800−77.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 51,768 | $292.4 萬 | 0.24% | −500−1.0% | 減碼 |
| Moors & Cabot, Inc. | 51,733 | $292.2 萬 | 0.15% | +651+1.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 51,254 | $289.5 萬 | 0.21% | +1,010+2.0% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 51,045 | $288.4 萬 | 0.24% | −7,206−12.4% | 減碼 |
| Equitable Holdings, Inc. | 51,006 | $288.1 萬 | 0.03% | +1,480+3.0% | 加碼 |
| Trust Point Inc. | 50,960 | $287.9 萬 | 0.22% | −384−0.7% | 減碼 |
| Jackson Hole Capital Partners, LLC | 50,944 | $287.8 萬 | 0.60% | −42−0.1% | 減碼 |
| Pavion Blue Capital, LLC | 50,941 | $287.8 萬 | 1.34% | +4,926+10.7% | 加碼 |
| L2 Asset Management, LLC | 50,624 | $286.0 萬 | 0.78% | +30,918+156.9% | 加碼 |
| SOL Capital Management CO | 50,563 | $285.6 萬 | 0.32% | −260−0.5% | 減碼 |
| Perkins Coie Trust Co | 50,500 | $285.3 萬 | 0.63% | −263−0.5% | 減碼 |
| Cullinan Associates Inc | 44,145 | $282.9 萬 | 0.16% | +1,500+3.5% | 加碼 |
| Signaturefd, LLC | 50,032 | $282.6 萬 | 0.05% | −5,134−9.3% | 減碼 |
| Aft, Forsyth & Sober, LLC | 50,000 | $282.4 萬 | 0.93% | 00.0% | 不變 |
| Cidel Asset Management Inc | 49,981 | $282.3 萬 | 0.20% | −3,146−5.9% | 減碼 |
| Sciencast Management LP | 49,981 | $282.3 萬 | 0.84% | +13,720+37.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 49,673 | $280.6 萬 | 0.18% | +2,337+4.9% | 加碼 |
| Apexium Financial, LP | 49,660 | $280.5 萬 | 0.18% | +36,869+288.2% | 加碼 |
| Capital Investment Advisors, LLC | 49,255 | $278.2 萬 | 0.06% | −2,697−5.2% | 減碼 |
| IMS Capital Management | 49,133 | $277.6 萬 | 1.25% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 48,880 | $276.1 萬 | 0.06% | −11,793−19.4% | 減碼 |