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 |
|---|---|---|---|---|---|
| Yarbrough Capital, LLC | 37,485 | $211.8 萬 | 0.09% | 00.0% | 不變 |
| Legato Capital Management LLC | 37,484 | $211.7 萬 | 0.26% | 00.0% | 不變 |
| GAMMA Investing LLC | 37,479 | $211.7 萬 | 0.21% | +4,985+15.3% | 加碼 |
| Centaurus Financial, Inc. | 37,282 | $210.6 萬 | 0.13% | −4,529−10.8% | 減碼 |
| Evercore Wealth Management, LLC | 37,204 | $210.2 萬 | 0.03% | −350−0.9% | 減碼 |
| Banque Cantonale Vaudoise | 37,114 | $209.7 萬 | 0.09% | −6,241−14.4% | 減碼 |
| Crestwood Advisors Group LLC | 37,017 | $209.1 萬 | 0.04% | +1,262+3.5% | 加碼 |
| Vista Wealth Management Group, LLC | 37,008 | $209.1 萬 | 0.14% | +244+0.7% | 加碼 |
| Walleye Capital LLC | 36,937 | $208.7 萬 | 0.02% | −232,160−86.3% | 減碼 |
| Wesbanco Bank Inc | 36,889 | $208.4 萬 | 0.07% | −1,203−3.2% | 減碼 |
| Tower Bridge Advisors | 36,646 | $207.0 萬 | 0.21% | −3,075−7.7% | 減碼 |
| Burney Co | 36,583 | $206.7 萬 | 0.07% | −991−2.6% | 減碼 |
| Pictet Bank & Trust Ltd | 36,500 | $206.2 萬 | 2.09% | −1,215−3.2% | 減碼 |
| Alpha Cubed Investments, LLC | 36,385 | $205.5 萬 | 0.09% | −1,952−5.1% | 減碼 |
| Chicago Partners Investment Group LLC | 31,754 | $205.0 萬 | 0.07% | +4,096+14.8% | 加碼 |
| Cigna Investments Inc | 36,062 | $203.7 萬 | 0.36% | −612−1.7% | 減碼 |
| Shell Asset Management Co | 35,971 | $203.2 萬 | 0.09% | +35,971 | 新進 |
| Keystone Wealth Services, LLC | 35,970 | $203.2 萬 | 0.56% | −108−0.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 35,704 | $201.7 萬 | 0.06% | +1,965+5.8% | 加碼 |
| Triangle Securities Wealth Management | 35,691 | $201.6 萬 | 0.52% | −974−2.7% | 減碼 |
| Leonteq Securities AG | 35,646 | $201.4 萬 | 0.24% | −3,167−8.2% | 減碼 |
| Quest Partners LLC | 35,448 | $200.2 萬 | 0.18% | −14,252−28.7% | 減碼 |
| Marotta Asset Management | 35,237 | $199.1 萬 | 0.39% | 00.0% | 不變 |
| Iams Wealth Management, LLC | 35,145 | $198.5 萬 | 0.97% | +2,835+8.8% | 加碼 |
| Ethic Inc. | 34,093 | $197.6 萬 | 0.05% | −4,936−12.6% | 減碼 |
| Alpha DNA Investment Management LLC | 34,938 | $197.4 萬 | 1.08% | −50,219−59.0% | 減碼 |
| Optiver Holding B.V. | 34,846 | $196.8 萬 | 0.05% | −673,138−95.1% | 減碼 |
| YHB Investment Advisors, Inc. | 34,714 | $196.1 萬 | 0.16% | −284−0.8% | 減碼 |
| American Money Management, LLC | 34,626 | $195.6 萬 | 0.39% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 34,554 | $195.2 萬 | 0.37% | −3,400−9.0% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 34,464 | $194.7 萬 | 0.04% | +18,138+111.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 34,403 | $194.3 萬 | 0.09% | +24,835+259.6% | 加碼 |
| Hedges Asset Management LLC | 34,100 | $192.6 萬 | 1.28% | 00.0% | 不變 |
| Miller Investment Management, LP | 34,082 | $192.5 萬 | 0.20% | 00.0% | 不變 |
| Applied Finance Capital Management, LLC | 34,010 | $192.1 萬 | 0.08% | −556−1.6% | 減碼 |
| Wrapmanager Inc | 33,844 | $191.2 萬 | 0.49% | +768+2.3% | 加碼 |
| Golden State Equity Partners | 33,090 | $186.9 萬 | 0.29% | +299+0.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 32,982 | $186.3 萬 | 0.18% | −5,689−14.7% | 減碼 |
| ZWJ Investment Counsel Inc | 32,949 | $186.1 萬 | 0.08% | +10.0% | 加碼 |
| Parallel Advisors, LLC | 32,798 | $185.3 萬 | 0.04% | +1,001+3.1% | 加碼 |
| Bennett Selby Investments LP | 32,573 | $184.0 萬 | 0.77% | −199−0.6% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,394 | $183.0 萬 | 0.85% | −200−0.6% | 減碼 |
| Auxier Asset Management | 32,302 | $182.5 萬 | 0.27% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $181.9 萬 | 0.54% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 32,150 | $181.6 萬 | 0.07% | −3,708−10.3% | 減碼 |
| Silvant Capital Management LLC | 32,068 | $181.2 萬 | 0.08% | −746−2.3% | 減碼 |
| AF Advisors, Inc. | 32,040 | $181.0 萬 | 0.26% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 32,021 | $180.9 萬 | 0.04% | +2,800+9.6% | 加碼 |
| Applied Capital LLC | 31,802 | $179.6 萬 | 1.40% | −380−1.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 31,713 | $179.1 萬 | 0.03% | +2,391+8.2% | 加碼 |
| Grimes & Company, Inc. | 31,678 | $178.9 萬 | 0.05% | +949+3.1% | 加碼 |
| Westmount Partners, LLC | 31,647 | $178.8 萬 | 0.54% | −263−0.8% | 減碼 |
| David Loasby | 32,472 | $178.5 萬 | 0.17% | +1,460+4.7% | 加碼 |
| Argus Investors' Counsel, Inc. | 31,514 | $178.0 萬 | 1.16% | +8,107+34.6% | 加碼 |
| Diversify Advisory Services, LLC | 27,371 | $177.4 萬 | 0.10% | −1,438−5.0% | 減碼 |
| Selway Asset Management | 31,400 | $177.4 萬 | 0.69% | −3,600−10.3% | 減碼 |
| Massachusetts Wealth Management | 31,252 | $176.5 萬 | 1.11% | −250−0.8% | 減碼 |
| Freemont Management S.A. | 31,200 | $176.2 萬 | 0.92% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 31,148 | $176.0 萬 | 0.17% | −264−0.8% | 減碼 |
| Great Lakes Retirement, Inc. | 30,991 | $175.1 萬 | 0.22% | +8,187+35.9% | 加碼 |
| Rehmann Capital Advisory Group | 30,826 | $174.7 萬 | 0.11% | +521+1.7% | 加碼 |
| Granite Investment Partners, LLC | 30,587 | $172.8 萬 | 0.07% | −1,000−3.2% | 減碼 |
| Tradition Wealth Management, LLC | 30,453 | $172.0 萬 | 0.15% | −941−3.0% | 減碼 |
| NVWM, LLC | 30,422 | $171.9 萬 | 0.44% | +1,391+4.8% | 加碼 |
| Scott & Selber, Inc. | 30,412 | $171.8 萬 | 0.53% | −137−0.4% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $171.7 萬 | 0.10% | 00.0% | 不變 |
| Conning Inc. | 30,394 | $171.7 萬 | 0.06% | −319−1.0% | 減碼 |
| Smith Shellnut Wilson LLC | 30,356 | $171.5 萬 | 0.78% | −1,500−4.7% | 減碼 |
| Nomura Holdings Inc | 30,267 | $171.0 萬 | 0.01% | −85,897−73.9% | 減碼 |
| Pacifica Partners Inc. | 30,233 | $170.8 萬 | 0.71% | +270+0.9% | 加碼 |
| Carret Asset Management, LLC | 30,172 | $170.4 萬 | 0.18% | −2,350−7.2% | 減碼 |
| Xcel Wealth Management, LLC | 30,051 | $169.8 萬 | 0.50% | −1,558−4.9% | 減碼 |
| Ally Financial Inc. | 30,000 | $169.5 萬 | 0.20% | +30,000 | 新進 |
| Alaska Permanent Fund Corp | 29,947 | $169.2 萬 | 0.02% | 00.0% | 不變 |
| Peak Asset Management, LLC | 29,903 | $168.9 萬 | 0.32% | −944−3.1% | 減碼 |
| Founders Financial Securities LLC | 29,802 | $168.3 萬 | 0.16% | −184−0.6% | 減碼 |
| Integrated Advisors Network LLC | 29,647 | $167.5 萬 | 0.08% | −219−0.7% | 減碼 |
| Shelton Wealth Management, LLC | 29,615 | $167.3 萬 | 0.95% | +26+0.1% | 加碼 |
| Marco Investment Management LLC | 29,501 | $166.7 萬 | 0.14% | +100+0.3% | 加碼 |
| Argent Advisors, Inc. | 29,190 | $164.9 萬 | 0.61% | +450+1.6% | 加碼 |
| Mystic Asset Management, Inc. | 28,995 | $163.8 萬 | 0.62% | −819−2.7% | 減碼 |
| We Are One Seven, LLC | 28,811 | $162.8 萬 | 0.07% | −1,222−4.1% | 減碼 |
| Aspire Private Capital, LLC | 28,789 | $162.6 萬 | 0.39% | +1,998+7.5% | 加碼 |
| Insigneo Advisory Services, LLC | 28,682 | $162.0 萬 | 0.16% | −803−2.7% | 減碼 |
| N.E.W. Advisory Services LLC | 28,590 | $161.5 萬 | 0.16% | +123+0.4% | 加碼 |
| Johnson Investment Counsel Inc | 28,391 | $160.4 萬 | 0.02% | +9,495+50.2% | 加碼 |
| Baker Avenue Asset Management, LP | 28,151 | $159.0 萬 | 0.05% | +1,194+4.4% | 加碼 |
| Lummis Asset Management, LP | 28,074 | $158.6 萬 | 1.85% | +196+0.7% | 加碼 |
| Rothschild Investment LLC | 28,067 | $158.6 萬 | 0.10% | −741−2.6% | 減碼 |
| Vista Investment Management | 28,046 | $158.4 萬 | 0.60% | −284−1.0% | 減碼 |
| Fidelis Capital Partners, LLC | 24,485 | $158.1 萬 | 0.19% | +311+1.3% | 加碼 |
| Aptus Capital Advisors, LLC | 27,872 | $157.4 萬 | 0.02% | +4,048+17.0% | 加碼 |
| Harbour Investments, Inc. | 27,829 | $157.2 萬 | 0.05% | −22−0.1% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 27,781 | $156.9 萬 | 0.07% | −528−1.9% | 減碼 |
| Kerrisdale Advisers, LLC | 27,696 | $156.5 萬 | 0.53% | 00.0% | 不變 |
| Sweeney & Michel, LLC | 24,173 | $155.6 萬 | 0.61% | +1,956+8.8% | 加碼 |
| Bayview Asset Management, LLC | 27,500 | $155.3 萬 | 0.87% | +27,500 | 新進 |
| Northside Capital Management, LLC | 27,127 | $153.2 萬 | 0.24% | 00.0% | 不變 |
| Terry L. Blaker | 27,114 | $153.2 萬 | 0.06% | +6,114+29.1% | 加碼 |
| Crestline Management, LP | 27,069 | $152.9 萬 | 0.09% | +27,069 | 新進 |