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 |
|---|---|---|---|---|---|
| Kanawha Capital Management LLC | 13,514 | $94.9 萬 | 0.07% | −835−5.8% | 減碼 |
| Boston Trust Walden Corp | 13,515 | $94.9 萬 | 0.01% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 13,519 | $95.0 萬 | 0.06% | −106−0.8% | 減碼 |
| Telos Capital Management, Inc. | 13,536 | $95.1 萬 | 0.10% | −2,190−13.9% | 減碼 |
| Legacy Financial Group LLC | 13,537 | $95.1 萬 | 0.15% | −551−3.9% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 13,559 | $95.2 萬 | 0.02% | +4,124+43.7% | 加碼 |
| Cardiff Park Advisors, LLC | 13,562 | $95.3 萬 | 0.09% | +14+0.1% | 加碼 |
| Neumann Capital Management, LLC | 13,622 | $95.7 萬 | 0.32% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 16,948 | $95.7 萬 | 0.66% | −1,104−6.1% | 減碼 |
| Hilltop National Bank | 13,658 | $95.9 萬 | 0.29% | −906−6.2% | 減碼 |
| Highline Wealth Partners LLC | 13,659 | $95.9 萬 | 0.31% | +178+1.3% | 加碼 |
| Cladis Investment Advisory, LLC | 13,725 | $96.4 萬 | 0.68% | −99−0.7% | 減碼 |
| Diametric Capital, LP | 13,751 | $96.6 萬 | 0.65% | −6,739−32.9% | 減碼 |
| Simon Quick Advisors, LLC | 13,765 | $96.7 萬 | 0.06% | +2,138+18.4% | 加碼 |
| Park National Corp | 13,780 | $96.8 萬 | 0.04% | +53+0.4% | 加碼 |
| Patton Albertson Miller Group, LLC | 13,793 | $96.9 萬 | 0.13% | 00.0% | 不變 |
| Shakespeare Wealth Management, Inc. | 13,839 | $97.2 萬 | 0.26% | +130+0.9% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 13,867 | $97.4 萬 | 0.24% | −156−1.1% | 減碼 |
| Fragasso Group Inc. | 13,876 | $97.5 萬 | 0.07% | −132−0.9% | 減碼 |
| Legacy Advisors, LLC | 13,889 | $97.6 萬 | 0.09% | −98−0.7% | 減碼 |
| Change Path, LLC | 13,892 | $97.6 萬 | 0.03% | +4,255+44.2% | 加碼 |
| Aigen Investment Management, LP | 13,935 | $97.9 萬 | 0.17% | +3,671+35.8% | 加碼 |
| Persistent Asset Partners Ltd | 12,428 | $97.9 萬 | 0.84% | +12,428 | 新進 |
| Ocean Capital Management, LLC | 13,988 | $98.2 萬 | 0.21% | +4,913+54.1% | 加碼 |
| Bragg Financial Advisors, Inc | 14,008 | $98.4 萬 | 0.04% | +969+7.4% | 加碼 |
| LifeSteps Financial, Inc. | 14,014 | $98.4 萬 | 0.76% | −396−2.7% | 減碼 |
| Carnegie Lake Advisors LLC | 14,018 | $98.5 萬 | 0.40% | −750−5.1% | 減碼 |
| First National Bank Sioux Falls | 14,137 | $99.3 萬 | 0.42% | 00.0% | 不變 |
| Cohen Capital Management, Inc. | 14,156 | $99.4 萬 | 0.17% | 00.0% | 不變 |
| Gradient Investments LLC | 14,158 | $99.4 萬 | 0.02% | −97−0.7% | 減碼 |
| Tranquilli Financial Advisor LLC | 14,203 | $99.8 萬 | 0.63% | −1,427−9.1% | 減碼 |
| Silphium Asset Management Ltd | 14,208 | $99.8 萬 | 0.36% | +14,208 | 新進 |
| Waldron Private Wealth LLC | 14,248 | $100.1 萬 | 0.04% | +254+1.8% | 加碼 |
| Claro Advisors LLC | 14,271 | $100.2 萬 | 0.14% | −1,838−11.4% | 減碼 |
| Vertex Planning Partners, LLC | 14,289 | $100.4 萬 | 0.22% | +596+4.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 14,299 | $100.4 萬 | 0.07% | +709+5.2% | 加碼 |
| Lodestar Private Asset Management LLC | 14,358 | $100.9 萬 | 0.13% | −1,824−11.3% | 減碼 |
| Cascade Investment Advisors, Inc. | 14,420 | $101.3 萬 | 0.65% | −680−4.5% | 減碼 |
| SageView Advisory Group, LLC | 14,444 | $101.5 萬 | 0.04% | +3,626+33.5% | 加碼 |
| ICONIQ Capital, LLC | 14,515 | $102.0 萬 | 0.02% | +7,049+94.4% | 加碼 |
| Colonial River Wealth Management, LLC | 14,537 | $102.1 萬 | 0.49% | +730+5.3% | 加碼 |
| Impact Partnership Wealth, LLC | 14,538 | $102.1 萬 | 0.21% | −2,886−16.6% | 減碼 |
| Lakeview Capital Partners, LLC | 14,578 | $102.4 萬 | 0.23% | −24,506−62.7% | 減碼 |
| Knollwood Investment Advisory, LLC | 14,587 | $102.5 萬 | 0.11% | 00.0% | 不變 |
| Caas Capital Management LP | 14,619 | $102.7 萬 | 0.85% | +14,619 | 新進 |
| GAM Holding AG | 14,725 | $103.4 萬 | 0.08% | +14,725 | 新進 |
| North Star Investment Management Corp. | 14,750 | $103.6 萬 | 0.07% | −100−0.7% | 減碼 |
| Heritage Trust Co | 14,756 | $103.6 萬 | 0.12% | +14,756 | 新進 |
| MTM Investment Management, LLC | 14,771 | $103.7 萬 | 0.40% | +50.0% | 加碼 |
| Northwest Wealth Management, LLC | 14,846 | $104.3 萬 | 0.22% | +431+3.0% | 加碼 |
| Bradyco, Inc. | 5,692 | $104.3 萬 | 0.64% | +5,692 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 14,866 | $104.4 萬 | 0.16% | −288−1.9% | 減碼 |
| Plancorp, LLC | 14,889 | $104.6 萬 | 0.04% | +1,264+9.3% | 加碼 |
| Nicolet Bankshares Inc | 14,898 | $104.6 萬 | 0.25% | +770+5.5% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 14,993 | $105.3 萬 | 0.57% | −50−0.3% | 減碼 |
| Jupiter Wealth Management LLC | 15,000 | $105.4 萬 | 0.53% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 15,013 | $105.4 萬 | 0.00% | +4,811+47.2% | 加碼 |
| Pacific Center for Financial Services | 15,015 | $105.5 萬 | 0.27% | −39−0.3% | 減碼 |
| WP Advisors, LLC | 15,040 | $105.6 萬 | 0.35% | +79+0.5% | 加碼 |
| Capital Investment Advisory Services, LLC | 15,050 | $105.7 萬 | 0.10% | −1,792−10.6% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,061 | $105.8 萬 | 0.16% | +547+3.8% | 加碼 |
| Kathmere Capital Management, LLC | 15,069 | $105.8 萬 | 0.10% | +4,802+46.8% | 加碼 |
| Lebenthal Global Advisors, LLC | 15,109 | $106.1 萬 | 0.19% | +433+3.0% | 加碼 |
| Hutner Capital Management Inc | 15,117 | $106.2 萬 | 0.51% | +10.0% | 加碼 |
| Thomasville National Bank | 15,131 | $106.3 萬 | 0.08% | −842−5.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 15,183 | $106.6 萬 | 0.05% | +3,905+34.6% | 加碼 |
| Nebula Research & Development LLC | 15,209 | $106.8 萬 | 0.13% | +15,209 | 新進 |
| StoneX Group Inc. | 15,226 | $106.9 萬 | 0.06% | −1,478−8.8% | 減碼 |
| Salem Investment Counselors Inc | 15,252 | $107.1 萬 | 0.04% | −1,386−8.3% | 減碼 |
| Quilter Plc | 15,323 | $107.6 萬 | 0.02% | −1,890−11.0% | 減碼 |
| Sittner & Nelson, LLC | 15,388 | $108.1 萬 | 0.47% | −399−2.5% | 減碼 |
| Jarislowsky, Fraser Ltd | 15,390 | $108.1 萬 | 0.01% | −1,659−9.7% | 減碼 |
| Insigneo Advisory Services, LLC | 15,397 | $108.1 萬 | 0.11% | −13,285−46.3% | 減碼 |
| Marcum Wealth, LLC | 15,397 | $108.2 萬 | 0.09% | −1,013−6.2% | 減碼 |
| Eastern Bank | 15,420 | $108.3 萬 | 0.02% | +1,431+10.2% | 加碼 |
| Boit C F David | 15,519 | $109.0 萬 | 0.55% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 15,529 | $109.1 萬 | 0.02% | +3,111+25.1% | 加碼 |
| Lantz Financial LLC | 15,545 | $109.2 萬 | 0.29% | −187−1.2% | 減碼 |
| Principle Wealth Partners LLC | 15,680 | $110.1 萬 | 0.08% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 15,702 | $110.3 萬 | 0.60% | −505−3.1% | 減碼 |
| CBOE Vest Financial, LLC | 15,709 | $110.3 萬 | 0.02% | +916+6.2% | 加碼 |
| Capital Markets Trading UK LLP | 15,741 | $110.6 萬 | 0.66% | −23,882−60.3% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,777 | $110.8 萬 | 0.63% | −1,893−10.7% | 減碼 |
| Eclectic Associates Inc | 15,801 | $111.0 萬 | 0.33% | +349+2.3% | 加碼 |
| Sterling Investment Management, Inc. | 15,806 | $111.0 萬 | 0.87% | −201−1.3% | 減碼 |
| Studio Investment Management LLC | 15,828 | $111.2 萬 | 0.24% | +83+0.5% | 加碼 |
| Intrinsic Value Partners, LLC | 15,860 | $111.4 萬 | 1.12% | −250−1.6% | 減碼 |
| Continuum Advisory, LLC | 15,919 | $111.8 萬 | 0.14% | +392+2.5% | 加碼 |
| Spire Wealth Management | 15,925 | $111.9 萬 | 0.03% | −752−4.5% | 減碼 |
| Cornerstone Wealth Management, LLC | 15,987 | $112.3 萬 | 0.08% | +255+1.6% | 加碼 |
| Lafayette Investments, Inc. | 15,995 | $112.3 萬 | 0.24% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 15,997 | $112.4 萬 | 0.20% | −1,515−8.7% | 減碼 |
| Cypress Wealth Services, LLC | 16,004 | $112.4 萬 | 0.23% | +189+1.2% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 16,081 | $112.7 萬 | 2.34% | +16,081 | 新進 |
| Proequities, Inc. | 14,574 | $113.0 萬 | 0.06% | +3,174+27.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 16,100 | $113.1 萬 | 0.19% | +3,398+26.8% | 加碼 |
| Brucke Financial, Inc. | 14,429 | $113.7 萬 | 0.98% | +14,429 | 新進 |
| XML Financial, LLC | 16,230 | $114.0 萬 | 0.10% | −2,444−13.1% | 減碼 |
| IHT Wealth Management, LLC | 16,255 | $114.2 萬 | 0.04% | −6,228−27.7% | 減碼 |
| Raleigh Capital Management Inc. | 16,269 | $114.3 萬 | 0.44% | +5,734+54.4% | 加碼 |