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
- 2,247
- 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Huntington National Bank | 48,857 | $276.0 萬 | 0.02% | −1,448−2.9% | 減碼 |
| Forum Financial Management, LP | 48,757 | $275.4 萬 | 0.05% | −1,384−2.8% | 減碼 |
| Valeo Financial Advisors, LLC | 48,747 | $275.4 萬 | 0.08% | −2,175−4.3% | 減碼 |
| Capital Asset Advisory Services LLC | 47,849 | $274.2 萬 | 0.14% | −926−1.9% | 減碼 |
| Ronald Blue Trust, Inc. | 46,098 | $273.8 萬 | 0.04% | +14,979+48.1% | 加碼 |
| Moody National Bank Trust Division | 48,412 | $273.5 萬 | 0.29% | +11,719+31.9% | 加碼 |
| Verdence Capital Advisors LLC | 48,346 | $273.1 萬 | 0.22% | +12,713+35.7% | 加碼 |
| Geneos Wealth Management Inc. | 48,326 | $273.0 萬 | 0.10% | +3,863+8.7% | 加碼 |
| Stevens Capital Management LP | 48,243 | $272.5 萬 | 0.39% | +48,243 | 新進 |
| Vontobel Holding Ltd. | 48,233 | $272.5 萬 | 0.01% | +24,911+106.8% | 加碼 |
| Capital Investment Counsel, Inc | 48,161 | $272.1 萬 | 0.39% | −2,101−4.2% | 減碼 |
| Advisors Asset Management, Inc. | 47,972 | $271.0 萬 | 0.05% | −1,079−2.2% | 減碼 |
| Somerset Group LLC | 47,629 | $269.1 萬 | 2.48% | 00.0% | 不變 |
| National Asset Management, Inc. | 48,001 | $268.8 萬 | 0.07% | −5,158−9.7% | 減碼 |
| Coppell Advisory Solutions LLC | 47,964 | $268.1 萬 | 0.40% | +3,321+7.4% | 加碼 |
| 3Chopt Investment Partners, LLC | 47,374 | $267.6 萬 | 0.96% | +1,383+3.0% | 加碼 |
| SWS Partners | 47,168 | $266.5 萬 | 0.85% | −19,691−29.5% | 減碼 |
| Pallas Capital Advisors LLC | 40,376 | $264.2 萬 | 0.11% | +2,459+6.5% | 加碼 |
| Groupama Asset Managment | 57,811 | $262.2 萬 | 0.07% | +57,811 | 新進 |
| WCG Wealth Advisors LLC | 46,172 | $260.8 萬 | 0.18% | −810−1.7% | 減碼 |
| Welch & Forbes LLC | 46,164 | $260.8 萬 | 0.03% | −1,762−3.7% | 減碼 |
| Union Heritage Capital, LLC | 45,970 | $259.7 萬 | 0.96% | 00.0% | 不變 |
| Fiduciary Trust Co | 45,907 | $259.3 萬 | 0.04% | +397+0.9% | 加碼 |
| Avitas Wealth Management LLC | 45,838 | $258.9 萬 | 0.36% | +596+1.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 45,781 | $258.6 萬 | 0.16% | +3,512+8.3% | 加碼 |
| NWF Advisory Services Inc. | 45,766 | $258.5 萬 | 0.38% | −17,767−28.0% | 減碼 |
| AlphaStar Capital Management, LLC | 45,757 | $258.5 萬 | 0.20% | +7,510+19.6% | 加碼 |
| Meiji Yasuda Life Insurance Co | 45,749 | $258.4 萬 | 0.05% | +974+2.2% | 加碼 |
| D L Carlson Investment Group Inc | 45,475 | $256.9 萬 | 0.46% | −6,000−11.7% | 減碼 |
| Stonegate Investment Group, LLC | 45,433 | $256.7 萬 | 0.07% | +2,954+7.0% | 加碼 |
| Goelzer Investment Management, Inc. | 45,333 | $256.1 萬 | 0.14% | −3,770−7.7% | 減碼 |
| Coldstream Capital Management Inc | 43,973 | $255.8 萬 | 0.06% | +6,841+18.4% | 加碼 |
| Joel Isaacson & Co., LLC | 45,156 | $255.1 萬 | 0.12% | +313+0.7% | 加碼 |
| Kuhn & Co Investment Counsel | 44,942 | $253.9 萬 | 2.17% | −88−0.2% | 減碼 |
| NBT Bank N A | 44,891 | $253.6 萬 | 0.17% | −1,586−3.4% | 減碼 |
| Buckingham Strategic Partners | 44,673 | $252.4 萬 | 0.05% | +564+1.3% | 加碼 |
| iA Global Asset Management Inc. | 44,318 | $250.4 萬 | 0.04% | −75,657−63.1% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $250.3 萬 | 0.02% | 00.0% | 不變 |
| HM Payson & Co | 44,255 | $250.0 萬 | 0.04% | +3,451+8.5% | 加碼 |
| Wolverine Asset Management LLC | 44,099 | $249.1 萬 | 0.04% | +44,099 | 新進 |
| Franklin Street Advisors Inc | 44,071 | $249.0 萬 | 0.17% | +1,493+3.5% | 加碼 |
| Premier Path Wealth Partners, LLC | 43,966 | $248.4 萬 | 0.39% | +1,146+2.7% | 加碼 |
| Peoples Bank | 43,909 | $248.0 萬 | 1.66% | −480−1.1% | 減碼 |
| HTLF Bank | 43,878 | $247.9 萬 | 0.27% | −1,484−3.3% | 減碼 |
| Johnson Financial Group, Inc. | 43,680 | $246.7 萬 | 0.11% | +5,954+15.8% | 加碼 |
| Cohen Investment Advisors LLC | 43,448 | $245.4 萬 | 1.50% | −30.0% | 減碼 |
| Sumitomo Life Insurance Co | 43,307 | $244.6 萬 | 0.05% | +1,030+2.4% | 加碼 |
| Foster Group, Inc. | 43,162 | $243.8 萬 | 0.09% | −8,361−16.2% | 減碼 |
| Trust Asset Management LLC | 43,152 | $243.8 萬 | 0.19% | −3,890−8.3% | 減碼 |
| White Pine Capital LLC | 42,920 | $242.5 萬 | 0.83% | −403−0.9% | 減碼 |
| Paradigm Asset Management Co LLC | 42,852 | $242.1 萬 | 0.63% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 42,703 | $241.2 萬 | 0.02% | −122−0.3% | 減碼 |
| Wynn Capital, LLC | 42,566 | $240.5 萬 | 1.58% | +1,010+2.4% | 加碼 |
| Gs Investments, Inc. | 42,400 | $239.5 萬 | 1.07% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 42,391 | $239.5 萬 | 0.79% | −2,582−5.7% | 減碼 |
| Meridian Wealth Partners, LLC | 42,239 | $238.6 萬 | 0.37% | −210−0.5% | 減碼 |
| Argyle Capital Management Inc. | 42,093 | $237.8 萬 | 0.95% | −1,500−3.4% | 減碼 |
| Hussman Strategic Advisors, Inc. | 42,000 | $237.3 萬 | 0.58% | +42,000 | 新進 |
| Capital International Sarl | 41,969 | $237.1 萬 | 0.06% | −9,612−18.6% | 減碼 |
| Smith, Salley & Associates | 41,822 | $236.3 萬 | 0.15% | +61+0.1% | 加碼 |
| Naviter Wealth, LLC | 41,731 | $235.7 萬 | 0.33% | −382−0.9% | 減碼 |
| Eisler Capital (UK) Ltd. | 41,656 | $235.3 萬 | 0.56% | +41,656 | 新進 |
| Concurrent Investment Advisors, LLC | 41,403 | $233.9 萬 | 0.07% | +643+1.6% | 加碼 |
| Choate Investment Advisors | 41,314 | $233.4 萬 | 0.06% | −582−1.4% | 減碼 |
| LGT Fund Management Co Ltd. | 41,995 | $232.2 萬 | 0.24% | +279+0.7% | 加碼 |
| Catalyst Funds Management Pty Ltd | 41,100 | $232.2 萬 | 0.51% | −34,400−45.6% | 減碼 |
| Shayne & Co., LLC | 40,977 | $231.5 萬 | 0.58% | 00.0% | 不變 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,830 | $230.6 萬 | 0.58% | 00.0% | 不變 |
| Brighton Jones LLC | 40,797 | $230.5 萬 | 0.09% | −1,753−4.1% | 減碼 |
| CWA Asset Management Group, LLC | 40,719 | $230.0 萬 | 0.12% | +40,719 | 新進 |
| Prime Capital Investment Advisors, LLC | 40,638 | $229.6 萬 | 0.03% | −2,070−4.8% | 減碼 |
| Stableford Capital II LLC | 37,617 | $229.4 萬 | 0.92% | −298−0.8% | 減碼 |
| IFP Advisors, Inc | 40,408 | $228.3 萬 | 0.08% | +3,437+9.3% | 加碼 |
| Pring Turner Capital Group Inc | 40,369 | $228.0 萬 | 1.44% | −3,437−7.8% | 減碼 |
| Simplicity Wealth,LLC | 40,247 | $227.4 萬 | 0.21% | −53,896−57.2% | 減碼 |
| Central Trust Co | 40,148 | $226.8 萬 | 0.05% | −7,437−15.6% | 減碼 |
| Snowden Capital Advisors LLC | 40,137 | $226.7 萬 | 0.07% | +1,148+2.9% | 加碼 |
| KCM Investment Advisors LLC | 39,996 | $225.9 萬 | 0.08% | −744−1.8% | 減碼 |
| United Asset Strategies, Inc. | 39,993 | $225.9 萬 | 0.21% | +199+0.5% | 加碼 |
| Round Hill Asset Management | 39,792 | $224.8 萬 | 1.49% | −775−1.9% | 減碼 |
| Ballentine Partners, LLC | 39,667 | $224.1 萬 | 0.04% | +1,676+4.4% | 加碼 |
| Capital Markets Trading UK LLP | 39,623 | $223.8 萬 | 2.07% | −128,666−76.5% | 減碼 |
| Koss-Olinger Consulting, LLC | 39,385 | $222.5 萬 | 0.19% | −116−0.3% | 減碼 |
| Quadrant Capital Group LLC | 39,208 | $221.5 萬 | 0.15% | −77−0.2% | 減碼 |
| River & Mercantile Asset Management LLP | 39,115 | $220.9 萬 | 0.48% | −960−2.4% | 減碼 |
| Lakeview Capital Partners, LLC | 39,084 | $220.8 萬 | 0.35% | −7,622−16.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 38,981 | $220.2 萬 | 0.09% | +7,276+22.9% | 加碼 |
| HF Advisory Group, LLC | 38,893 | $219.7 萬 | 1.02% | +3,637+10.3% | 加碼 |
| Easterly Investment Partners LLC | 38,873 | $219.6 萬 | 0.18% | −4,710−10.8% | 減碼 |
| Cunning Capital Partners, LP | 38,675 | $218.5 萬 | 1.16% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 38,290 | $216.3 萬 | 0.03% | −2,037−5.1% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 38,074 | $215.1 萬 | 0.61% | +2,433+6.8% | 加碼 |
| Avestar Capital, LLC | 38,051 | $215.0 萬 | 0.23% | +1,180+3.2% | 加碼 |
| First Citizens Bank & Trust Co | 37,977 | $214.5 萬 | 0.05% | +564+1.5% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,787 | $213.5 萬 | 0.32% | +752+2.0% | 加碼 |
| Oarsman Capital, Inc. | 37,769 | $213.4 萬 | 0.39% | +1,253+3.4% | 加碼 |
| HAP Trading, LLC | 37,737 | $213.2 萬 | 1.08% | +37,737 | 新進 |
| Voya Financial Advisors, Inc. | 38,070 | $212.8 萬 | 0.23% | +1,232+3.3% | 加碼 |
| QV Investors Inc. | 37,587 | $212.3 萬 | 0.19% | −115,180−75.4% | 減碼 |
| Aspen Grove Capital, LLC | 37,539 | $212.1 萬 | 0.47% | −10.0% | 減碼 |