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 4 季 13F 持有人
Wells Fargo & Company 在 2024/12/31 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
- 2,563
- 較 2024 年第 3 季 +360 家
- 持有股數
- 25.3 億
- 較 2024 年第 3 季 +575.2 萬 (+0.2%)
- 總市值
- $1,775 億
- 較 2024 年第 3 季 +$350.1 億 (+24.6%)
- 新進機構
- 458
- 另有 829 家加碼
- 清倉機構
- 98
- 另有 940 家減碼
另有 44 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 6,700 | $47.1 萬 | 0.17% | −6,925−50.8% | 減碼 |
| Simmons Bank | 6,701 | $47.1 萬 | 0.03% | −100−1.5% | 減碼 |
| Wealth Management Partners, LLC | 6,714 | $47.2 萬 | 0.20% | −309−4.4% | 減碼 |
| New Wave Wealth Advisors LLC | 6,718 | $47.2 萬 | 0.19% | −338−4.8% | 減碼 |
| Concord Asset Management, LLC | 6,721 | $47.2 萬 | 0.10% | +1,542+29.8% | 加碼 |
| Pines Wealth Management, LLC | 6,764 | $47.3 萬 | 0.21% | +6,764 | 新進 |
| J.Safra Asset Management Corp | 6,725 | $47.4 萬 | 0.04% | +2,725+68.1% | 加碼 |
| Bouchey Financial Group Ltd | 6,742 | $47.4 萬 | 0.04% | −159−2.3% | 減碼 |
| Drexel Morgan & Co. | 6,747 | $47.4 萬 | 0.10% | 00.0% | 不變 |
| KWB Wealth | 8,390 | $47.4 萬 | 0.06% | +33+0.4% | 加碼 |
| Wayfinding Financial, LLC | 6,754 | $47.4 萬 | 0.25% | +6,754 | 新進 |
| Atlas Brown,Inc. | 6,753 | $47.4 萬 | 0.16% | +55+0.8% | 加碼 |
| Titleist Asset Management, LLC | 6,770 | $47.6 萬 | 0.05% | −596−8.1% | 減碼 |
| Sequent Asset Management, LLC | 6,795 | $47.7 萬 | 0.23% | −42−0.6% | 減碼 |
| LBMC Investment Advisors, LLC | 6,797 | $47.7 萬 | 0.04% | 00.0% | 不變 |
| Cowa, LLC | 6,800 | $47.8 萬 | 0.22% | 00.0% | 不變 |
| Larson Financial Group LLC | 6,808 | $47.8 萬 | 0.02% | +679+11.1% | 加碼 |
| Aull & Monroe Investment Management Corp | 6,840 | $48.0 萬 | 0.24% | −1,427−17.3% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 6,853 | $48.1 萬 | 0.06% | +478+7.5% | 加碼 |
| RD Lewis Holdings, Inc. | 5,968 | $48.1 萬 | 0.53% | +5,968 | 新進 |
| Piscataqua Savings Bank | 6,862 | $48.2 萬 | 0.41% | −53−0.8% | 減碼 |
| Ssi Investment Management LLC | 6,865 | $48.2 萬 | 0.04% | −7−0.1% | 減碼 |
| Means Investment Co., Inc. | 6,866 | $48.2 萬 | 0.05% | +18+0.3% | 加碼 |
| HHM Wealth Advisors, LLC | 6,896 | $48.4 萬 | 0.07% | −752−9.8% | 減碼 |
| Great Waters Wealth Management | 6,925 | $48.6 萬 | 0.06% | +86+1.3% | 加碼 |
| Flputnam Investment Management Co | 6,926 | $48.6 萬 | 0.01% | +966+16.2% | 加碼 |
| Founders Financial Alliance, LLC | 6,935 | $48.7 萬 | 0.13% | +75+1.1% | 加碼 |
| LRI Investments, LLC | 6,936 | $48.7 萬 | 0.05% | −257−3.6% | 減碼 |
| LVW Advisors, LLC | 6,942 | $48.8 萬 | 0.06% | −1,289−15.7% | 減碼 |
| SNS Financial Group, LLC | 6,966 | $48.9 萬 | 0.05% | −729−9.5% | 減碼 |
| Schulhoff & Co Inc | 6,977 | $49.0 萬 | 0.22% | +20.0% | 加碼 |
| Washington Trust Advisors, Inc. | 6,987 | $49.1 萬 | 0.04% | +169+2.5% | 加碼 |
| Kearns & Associates LLC | 7,000 | $49.2 萬 | 0.32% | 00.0% | 不變 |
| Lincoln Capital LLC | 7,011 | $49.2 萬 | 0.10% | +20.0% | 加碼 |
| BancorpSouth Bank | 7,011 | $49.2 萬 | 0.03% | −39−0.6% | 減碼 |
| Thompson Investment Management, Inc. | 7,012 | $49.3 萬 | 0.07% | −1,036−12.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 6,356 | $49.3 萬 | 0.00% | +2,103+49.4% | 加碼 |
| MONECO Advisors, LLC | 7,018 | $49.3 萬 | 0.05% | +134+1.9% | 加碼 |
| Global Assets Advisory, LLC | 7,051 | $49.5 萬 | 0.27% | −627−8.2% | 減碼 |
| John W. Brooker & Co., CPAs | 7,075 | $49.7 萬 | 0.21% | 00.0% | 不變 |
| Intrua Financial, LLC | 7,101 | $49.9 萬 | 0.08% | −4,243−37.4% | 減碼 |
| S.A. Mason LLC | 7,103 | $49.9 萬 | 0.26% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 8,829 | $49.9 萬 | 0.45% | 00.0% | 不變 |
| New Hampshire Trust | 7,105 | $49.9 萬 | 0.11% | 00.0% | 不變 |
| Verum Partners LLC | 7,119 | $50.0 萬 | 0.14% | −2,639−27.0% | 減碼 |
| Oxford Asset Management LLP | 7,131 | $50.1 萬 | 0.22% | +7,131 | 新進 |
| Brown, Lisle/Cummings, Inc. | 7,143 | $50.2 萬 | 0.15% | 00.0% | 不變 |
| Summit Asset Management, LLC | 7,150 | $50.2 萬 | 0.09% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 7,152 | $50.2 萬 | 0.11% | +36+0.5% | 加碼 |
| Waddell & Associates, LLC | 7,153 | $50.2 萬 | 0.05% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 7,164 | $50.3 萬 | 0.09% | +20.0% | 加碼 |
| Wealthstream Advisors, Inc. | 7,179 | $50.4 萬 | 0.09% | +981+15.8% | 加碼 |
| Kathleen S. Wright Associates Inc. | 7,075 | $50.5 萬 | 0.21% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 7,196 | $50.5 萬 | 0.27% | 00.0% | 不變 |
| Everpar Advisors LLC | 7,200 | $50.6 萬 | 0.25% | −737−9.3% | 減碼 |
| Alpha Family Trust | 7,220 | $50.7 萬 | 0.28% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 7,233 | $50.8 萬 | 0.02% | −230−3.1% | 減碼 |
| Capital Advantage, Inc. | 7,235 | $50.8 萬 | 0.09% | +7,235 | 新進 |
| Holistic Planning, LLC | 7,238 | $50.8 萬 | 0.18% | −91−1.2% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 7,248 | $50.9 萬 | 0.04% | −541−6.9% | 減碼 |
| Weaver Consulting Group | 7,258 | $51.0 萬 | 0.16% | 00.0% | 不變 |
| Lakeside Advisors, INC. | 7,275 | $51.1 萬 | 0.34% | 00.0% | 不變 |
| Brueske Advisory Services, LLC | 7,280 | $51.1 萬 | 0.45% | +7,280 | 新進 |
| Baker Tilly Wealth Management, LLC | 7,286 | $51.2 萬 | 0.20% | −1,362−15.7% | 減碼 |
| North Berkeley Wealth Management, LLC | 7,292 | $51.2 萬 | 0.52% | +7,292 | 新進 |
| Texas Capital Bancshares Inc | 7,297 | $51.3 萬 | 0.21% | −1,662−18.6% | 減碼 |
| Sunflower Bank, N.A. | 7,309 | $51.3 萬 | 0.14% | +547+8.1% | 加碼 |
| Wood Tarver Financial Group, LLC | 7,327 | $51.4 萬 | 0.17% | +7,327 | 新進 |
| Delta Investment Management, LLC | 7,320 | $51.4 萬 | 0.10% | 00.0% | 不變 |
| Pacifica Capital Investments, LLC | 7,335 | $51.5 萬 | 0.17% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 7,338 | $51.5 萬 | 0.04% | −91−1.2% | 減碼 |
| Financial Insights, Inc. | 7,350 | $51.6 萬 | 0.19% | 00.0% | 不變 |
| Magnus Financial Group LLC | 7,350 | $51.6 萬 | 0.05% | +1,867+34.1% | 加碼 |
| Alteri Wealth LLC | 7,386 | $51.9 萬 | 0.14% | +7,386 | 新進 |
| Venturi Wealth Management, LLC | 7,388 | $51.9 萬 | 0.03% | +4,615+166.4% | 加碼 |
| Bridge Creek Capital Management LLC | 7,400 | $52.0 萬 | 0.16% | 00.0% | 不變 |
| Spinnaker Trust | 7,407 | $52.0 萬 | 0.03% | +130+1.8% | 加碼 |
| Nilsine Partners, LLC | 7,408 | $52.0 萬 | 0.06% | −265−3.5% | 減碼 |
| Campion Asset Management LLC | 7,415 | $52.1 萬 | 0.39% | −170−2.2% | 減碼 |
| Fortitude Family Office, LLC | 7,447 | $52.3 萬 | 0.19% | +535+7.7% | 加碼 |
| Patten & Patten Inc | 7,451 | $52.3 萬 | 0.03% | +262+3.6% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $52.3 萬 | 0.08% | +7,452 | 新進 |
| Thrive Wealth Management, LLC | 7,453 | $52.3 萬 | 0.09% | −21−0.3% | 減碼 |
| Congress Wealth Management LLC | 7,452 | $52.4 萬 | 0.01% | +1,091+17.2% | 加碼 |
| one8zero8, LLC | 7,485 | $52.6 萬 | 0.11% | +7,485 | 新進 |
| STAR Financial Bank | 7,486 | $52.6 萬 | 0.38% | −353−4.5% | 減碼 |
| Sound Income Strategies, LLC | 7,499 | $52.7 萬 | 0.03% | +1,075+16.7% | 加碼 |
| WealthShield Partners, LLC | 7,512 | $52.8 萬 | 0.07% | −2,251−23.1% | 減碼 |
| Mosaic Financial Group, LLC | 7,517 | $52.8 萬 | 0.38% | −186−2.4% | 減碼 |
| E&G Advisors, LP | 7,520 | $52.8 萬 | 0.14% | +986+15.1% | 加碼 |
| TCTC Holdings, LLC | 7,525 | $52.9 萬 | 0.02% | +152+2.1% | 加碼 |
| Evoke Wealth, LLC | 7,531 | $52.9 萬 | 0.01% | +1,341+21.7% | 加碼 |
| Advyzon Investment Management, LLC | 7,541 | $53.0 萬 | 0.20% | +7,541 | 新進 |
| Keystone Financial Group | 7,522 | $53.0 萬 | 0.05% | −1,964−20.7% | 減碼 |
| DKM Wealth Management, Inc. | 7,565 | $53.1 萬 | 0.50% | +7,565 | 新進 |
| Fort Point Capital Partners LLC | 7,593 | $53.3 萬 | 0.06% | −957−11.2% | 減碼 |
| Connecticut Wealth Management, LLC | 7,601 | $53.4 萬 | 0.03% | +113+1.5% | 加碼 |
| Howe & Rusling Inc | 7,608 | $53.4 萬 | 0.05% | +2,654+53.6% | 加碼 |
| Cape Investment Advisory, Inc. | 7,608 | $53.4 萬 | 0.21% | +605+8.6% | 加碼 |
| Concord Wealth Partners | 7,619 | $53.5 萬 | 0.09% | −786−9.4% | 減碼 |