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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 11,293 | $79.3 萬 | 0.06% | −392−3.4% | 減碼 |
| River Wealth Advisors LLC | 11,305 | $79.4 萬 | 0.11% | −61−0.5% | 減碼 |
| Van Cleef Asset Management,Inc | 11,315 | $79.5 萬 | 0.09% | +10.0% | 加碼 |
| NBZ Investment Advisors LLC | 11,318 | $79.5 萬 | 0.45% | +11,318 | 新進 |
| Abel Hall, LLC | 11,325 | $79.5 萬 | 0.51% | +417+3.8% | 加碼 |
| Childress Capital Advisors, LLC | 11,338 | $79.6 萬 | 0.22% | −522−4.4% | 減碼 |
| Savvy Advisors, Inc. | 11,385 | $80.0 萬 | 0.10% | +898+8.6% | 加碼 |
| Centiva Capital, LP | 11,403 | $80.1 萬 | 0.03% | −160,027−93.3% | 減碼 |
| HCR Wealth Advisors | 11,405 | $80.1 萬 | 0.10% | +9+0.1% | 加碼 |
| Keudell/Morrison Wealth Management | 11,433 | $80.3 萬 | 0.21% | −278−2.4% | 減碼 |
| Winthrop Capital Management, LLC | 11,419 | $80.4 萬 | 0.21% | +11,419 | 新進 |
| USA Financial Portformulas Corp | 11,462 | $80.5 萬 | 0.13% | +11,462 | 新進 |
| AIMZ Investment Advisors, LLC | 11,472 | $80.6 萬 | 0.28% | −83−0.7% | 減碼 |
| Kentucky Trust Co | 11,475 | $80.6 萬 | 0.47% | +11,475 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,481 | $80.6 萬 | 0.08% | −536−4.5% | 減碼 |
| Good Life Advisors, LLC | 11,486 | $80.7 萬 | 0.06% | −311−2.6% | 減碼 |
| Perpetual Ltd | 11,515 | $80.9 萬 | 0.01% | −357,676−96.9% | 減碼 |
| Fox Run Management, L.L.C. | 11,534 | $81.0 萬 | 0.15% | −2,426−17.4% | 減碼 |
| IPG Investment Advisors LLC | 11,534 | $81.0 萬 | 0.18% | 00.0% | 不變 |
| Correct Capital Wealth Management | 11,571 | $81.3 萬 | 0.16% | −46−0.4% | 減碼 |
| ASB Consultores, LLC | 11,630 | $81.7 萬 | 0.34% | −388−3.2% | 減碼 |
| RB Capital Management, LLC | 11,653 | $81.9 萬 | 0.19% | +414+3.7% | 加碼 |
| NFP Retirement, Inc. | 11,671 | $82.0 萬 | 0.06% | −28−0.2% | 減碼 |
| Personal Cfo Solutions, LLC | 11,674 | $82.0 萬 | 0.16% | −5,291−31.2% | 減碼 |
| Parkside Financial Bank & Trust | 11,694 | $82.1 萬 | 0.11% | −92−0.8% | 減碼 |
| Trust Co of Vermont | 11,739 | $82.5 萬 | 0.04% | +660+6.0% | 加碼 |
| Integrity Financial Corp | 11,751 | $82.5 萬 | 0.47% | +920+8.5% | 加碼 |
| Avantax Planning Partners, Inc. | 11,765 | $82.6 萬 | 0.03% | +1,204+11.4% | 加碼 |
| Farmers Trust Co | 11,813 | $83.0 萬 | 0.15% | −150−1.3% | 減碼 |
| Cary Street Partners Financial LLC | 11,867 | $83.4 萬 | 0.03% | +11,867 | 新進 |
| City National Bank of Florida | 11,924 | $83.8 萬 | 0.76% | +11,924 | 新進 |
| Harbor Investment Advisory, LLC | 11,984 | $84.2 萬 | 0.08% | +2,800+30.5% | 加碼 |
| Parkside Investments, LLC | 12,000 | $84.3 萬 | 0.13% | +12,000 | 新進 |
| Element Wealth, LLC | 12,051 | $84.6 萬 | 0.44% | −191−1.6% | 減碼 |
| Clarendon Private LLC | 12,064 | $84.7 萬 | 0.89% | +12,064 | 新進 |
| Quotient Wealth Partners, LLC | 12,068 | $84.8 萬 | 0.03% | +214+1.8% | 加碼 |
| Chilton Investment Co LLC | 12,086 | $84.9 萬 | 0.02% | +621+5.4% | 加碼 |
| Western Wealth Management, LLC | 12,140 | $85.3 萬 | 0.05% | −10,076−45.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 12,159 | $85.4 萬 | 0.02% | +311+2.6% | 加碼 |
| Chicago Trust Co NA | 12,165 | $85.4 萬 | 0.15% | −100−0.8% | 減碼 |
| Stock Yards Bank & Trust Co | 12,201 | $85.7 萬 | 0.03% | +40+0.3% | 加碼 |
| Strategy Asset Managers LLC | 12,203 | $85.7 萬 | 0.17% | −28−0.2% | 減碼 |
| Fiduciary Financial Group, LLC | 12,277 | $85.9 萬 | 0.19% | −113−0.9% | 減碼 |
| Berger Financial Group, Inc | 12,232 | $85.9 萬 | 0.06% | +3,154+34.7% | 加碼 |
| River & Mercantile Asset Management LLP | 12,253 | $86.1 萬 | 0.17% | −26,862−68.7% | 減碼 |
| Spears Abacus Advisors LLC | 12,272 | $86.2 萬 | 0.02% | +472+4.0% | 加碼 |
| Peoples Financial Services Corp. | 12,350 | $86.7 萬 | 0.40% | −24−0.2% | 減碼 |
| Moss Adams Wealth Advisors LLC | 12,400 | $87.1 萬 | 0.09% | +1,692+15.8% | 加碼 |
| Prelude Capital Management, LLC | 12,414 | $87.2 萬 | 0.07% | −1,260−9.2% | 減碼 |
| MeadowBrook Investment Advisors LLC | 12,428 | $87.3 萬 | 0.77% | −465−3.6% | 減碼 |
| MEMBERS Trust Co | 12,433 | $87.3 萬 | 0.03% | +10.0% | 加碼 |
| Alps Advisors Inc | 12,438 | $87.4 萬 | 0.01% | −142−1.1% | 減碼 |
| Pointe Capital Management LLC | 12,460 | $87.5 萬 | 0.50% | +164+1.3% | 加碼 |
| Sciencast Management LP | 12,471 | $87.6 萬 | 0.24% | −37,510−75.0% | 減碼 |
| Morningstar Investment Management LLC | 12,484 | $87.7 萬 | 0.07% | −38,162−75.4% | 減碼 |
| Strategic Investment Advisors | 12,506 | $87.8 萬 | 0.09% | −1,325−9.6% | 減碼 |
| Ingalls & Snyder LLC | 12,510 | $87.9 萬 | 0.03% | −320−2.5% | 減碼 |
| Wealthspan Partners, LLC | 12,516 | $87.9 萬 | 0.42% | −1,455−10.4% | 減碼 |
| Becker Capital Management Inc | 12,527 | $88.0 萬 | 0.03% | −5,430−30.2% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 12,595 | $88.5 萬 | 0.22% | +15+0.1% | 加碼 |
| Quent Capital, LLC | 12,611 | $88.6 萬 | 0.09% | +50+0.4% | 加碼 |
| Penserra Capital Management LLC | 12,669 | $88.9 萬 | 0.02% | +7,893+165.3% | 加碼 |
| North Star Asset Management Inc | 12,658 | $88.9 萬 | 0.04% | 00.0% | 不變 |
| RMB Capital Management, LLC | 12,679 | $89.1 萬 | 0.02% | −94−0.7% | 減碼 |
| Royal Capital Wealth Management, LLC | 12,699 | $89.2 萬 | 0.63% | +3,348+35.8% | 加碼 |
| AdvisorNet Financial, Inc | 12,744 | $89.5 萬 | 0.07% | −5,795−31.3% | 減碼 |
| IVC Wealth Advisors LLC | 12,785 | $89.8 萬 | 0.50% | −136−1.1% | 減碼 |
| Wimmer Associates 1, LLC | 12,796 | $89.9 萬 | 0.44% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 12,819 | $90.0 萬 | 0.02% | −179−1.4% | 減碼 |
| Inceptionr LLC | 12,837 | $90.2 萬 | 0.20% | +6,515+103.1% | 加碼 |
| Liberty Wealth Management LLC | 12,855 | $90.3 萬 | 0.15% | −43−0.3% | 減碼 |
| Heritage Family Offices, LLP | 12,875 | $90.4 萬 | 0.45% | +18+0.1% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 12,895 | $90.6 萬 | 0.64% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 12,933 | $90.8 萬 | 0.06% | +73+0.6% | 加碼 |
| Apexium Financial, LP | 12,936 | $90.9 萬 | 0.06% | −36,724−74.0% | 減碼 |
| Long Focus Capital Management, LLC | 13,000 | $91.3 萬 | 0.07% | −90,000−87.4% | 減碼 |
| Family Legacy, Inc. | 12,800 | $91.6 萬 | 0.31% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 13,080 | $91.9 萬 | 0.13% | −658−4.8% | 減碼 |
| Richwood Investment Advisors, LLC | 13,117 | $92.1 萬 | 0.77% | −300−2.2% | 減碼 |
| 1st Source Bank | 13,145 | $92.3 萬 | 0.05% | −85−0.6% | 減碼 |
| AMG National Trust Bank | 13,154 | $92.4 萬 | 0.03% | −835−6.0% | 減碼 |
| Weatherly Asset Management L. P. | 13,170 | $92.5 萬 | 0.08% | 00.0% | 不變 |
| Edge Capital Group, LLC | 13,171 | $92.5 萬 | 0.04% | +879+7.2% | 加碼 |
| Sovereign Investment Advisors, LLC | 13,190 | $92.6 萬 | 0.28% | +13,190 | 新進 |
| Hills Bank & Trust Co | 13,195 | $92.7 萬 | 0.07% | −1,223−8.5% | 減碼 |
| London & Capital Asset Management Ltd | 13,207 | $92.8 萬 | 0.08% | −6,619−33.4% | 減碼 |
| Cullen Investment Group, Ltd. | 13,217 | $92.8 萬 | 0.14% | −99−0.7% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 13,220 | $92.9 萬 | 0.18% | −10−0.1% | 減碼 |
| Carson Advisory Inc. | 13,227 | $92.9 萬 | 0.65% | −492−3.6% | 減碼 |
| C2C Wealth Management, LLC | 13,261 | $93.1 萬 | 0.86% | +400+3.1% | 加碼 |
| Entruity Wealth, LLC | 13,271 | $93.2 萬 | 0.92% | +13,271 | 新進 |
| GFG Capital, LLC | 13,286 | $93.3 萬 | 0.26% | −6,996−34.5% | 減碼 |
| denkapparat Operations GmbH | 13,298 | $93.4 萬 | 1.38% | +13,298 | 新進 |
| Empirical Asset Management, LLC | 62,652 | $93.5 萬 | 0.31% | +43,650+229.7% | 加碼 |
| Manske Wealth Management | 13,383 | $94.0 萬 | 0.37% | +13,383 | 新進 |
| Wright Investors Service Inc | 13,397 | $94.1 萬 | 0.31% | +91+0.7% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $94.4 萬 | 0.03% | 00.0% | 不變 |
| Stokes Family Office, LLC | 13,467 | $94.6 萬 | 0.10% | +13,467 | 新進 |
| Brooks, Moore & Associates, Inc. | 13,485 | $94.7 萬 | 0.56% | −750−5.3% | 減碼 |
| Anchor Investment Management, LLC | 13,507 | $94.9 萬 | 0.09% | −2,396−15.1% | 減碼 |