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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 16,348 | $114.8 萬 | 0.04% | −1,697−9.4% | 減碼 |
| First Dallas Securities Inc. | 16,375 | $115.0 萬 | 0.47% | +8,825+116.9% | 加碼 |
| Douglass Winthrop Advisors, LLC | 16,392 | $115.1 萬 | 0.02% | 00.0% | 不變 |
| Lipe & Dalton | 16,468 | $115.7 萬 | 0.61% | 00.0% | 不變 |
| Csenge Advisory Group | 16,532 | $116.1 萬 | 0.06% | −3,101−15.8% | 減碼 |
| Providence Wealth Advisors, LLC | 16,070 | $116.2 萬 | 0.88% | +116+0.7% | 加碼 |
| Palisade Asset Management, LLC | 16,589 | $116.5 萬 | 0.12% | +276+1.7% | 加碼 |
| LMCG Investments, LLC | 16,594 | $116.6 萬 | 0.07% | −27−0.2% | 減碼 |
| Greatmark Investment Partners, Inc. | 16,648 | $116.9 萬 | 0.16% | −1,625−8.9% | 減碼 |
| Knuff & Co LLC | 16,692 | $117.2 萬 | 0.36% | 00.0% | 不變 |
| CWC Advisors, LLC. | 16,796 | $118.0 萬 | 1.18% | +365+2.2% | 加碼 |
| Mount Lucas Management LP | 16,825 | $118.2 萬 | 0.41% | −957−5.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 16,852 | $118.4 萬 | 0.11% | +4,324+34.5% | 加碼 |
| Sawyer & Company, Inc | 16,856 | $118.4 萬 | 0.44% | −1,584−8.6% | 減碼 |
| Severin Investments, LLC | 16,857 | $118.4 萬 | 1.18% | +16,857 | 新進 |
| Marex Group plc | 16,868 | $118.5 萬 | 0.02% | +11,639+222.6% | 加碼 |
| Castle Rock Wealth Management, LLC | 14,833 | $118.6 萬 | 0.28% | −5,793−28.1% | 減碼 |
| Vivid Wealth Management, LLC | 16,912 | $118.8 萬 | 0.60% | +325+2.0% | 加碼 |
| Boltwood Capital Management | 16,975 | $119.2 萬 | 0.36% | +175+1.0% | 加碼 |
| Diligent Investors, LLC | 16,986 | $119.3 萬 | 0.27% | −1,086−6.0% | 減碼 |
| Garrison Point Advisors, LLC | 17,026 | $119.6 萬 | 0.57% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 17,215 | $120.4 萬 | 0.07% | −10,156−37.1% | 減碼 |
| Gibbs Wealth Management | 17,148 | $120.4 萬 | 0.33% | −407−2.3% | 減碼 |
| Generali Investments, Management Co LLC | 17,156 | $120.5 萬 | 0.31% | +17,156 | 新進 |
| Breakwater Capital Group | 17,187 | $120.7 萬 | 0.24% | −217−1.2% | 減碼 |
| West Branch Capital LLC | 17,187 | $120.7 萬 | 0.39% | +5,979+53.3% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 17,211 | $120.9 萬 | 0.04% | +2,881+20.1% | 加碼 |
| Hilltop Holdings Inc. | 17,290 | $121.4 萬 | 0.08% | −1,086−5.9% | 減碼 |
| Dakota Wealth Management | 17,338 | $121.8 萬 | 0.03% | −2,136−11.0% | 減碼 |
| Edgestream Partners, L.P. | 17,354 | $121.9 萬 | 0.05% | +17,354 | 新進 |
| Journey Strategic Wealth LLC | 17,415 | $122.3 萬 | 0.05% | +62+0.4% | 加碼 |
| Accredited Investors Inc. | 17,458 | $122.6 萬 | 0.07% | −4,484−20.4% | 減碼 |
| Jacobi Capital Management LLC | 17,549 | $123.3 萬 | 0.09% | −177−1.0% | 減碼 |
| DMG Group, LLC | 17,550 | $123.3 萬 | 1.00% | −1,823−9.4% | 減碼 |
| BBR Partners, LLC | 17,568 | $123.4 萬 | 0.09% | +163+0.9% | 加碼 |
| Exencial Wealth Advisors, LLC | 17,577 | $123.5 萬 | 0.05% | −685−3.8% | 減碼 |
| Polianta Ltd | 17,600 | $123.6 萬 | 0.59% | −2,200−11.1% | 減碼 |
| Highland Capital Management, LLC | 17,598 | $123.6 萬 | 0.07% | +40.0% | 加碼 |
| Ancora Advisors, LLC | 17,599 | $123.6 萬 | 0.03% | −304−1.7% | 減碼 |
| Brookstone Capital Management | 17,676 | $124.2 萬 | 0.02% | +1,726+10.8% | 加碼 |
| Wharton Business Group, LLC | 17,700 | $124.3 萬 | 0.06% | 00.0% | 不變 |
| Mountain Pacific Investment Advisers Inc | 17,698 | $124.3 萬 | 0.09% | −434−2.4% | 減碼 |
| First City Capital Management, Inc. | 17,715 | $124.4 萬 | 0.66% | +1,131+6.8% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 17,731 | $124.5 萬 | 0.02% | −16,733−48.6% | 減碼 |
| Essex Savings Bank | 17,830 | $125.2 萬 | 0.31% | −844−4.5% | 減碼 |
| William B. Walkup & Associates, Inc. | 17,837 | $125.3 萬 | 0.79% | −106−0.6% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 17,874 | $125.5 萬 | 0.07% | +4,104+29.8% | 加碼 |
| Pure Financial Advisors, Inc. | 17,890 | $125.7 萬 | 0.03% | +255+1.4% | 加碼 |
| Sompo Asset Management Co., Ltd. | 17,910 | $125.8 萬 | 0.21% | −1,750−8.9% | 減碼 |
| Caldwell Trust Co | 17,918 | $125.9 萬 | 0.13% | −105−0.6% | 減碼 |
| Barbara Oil Co. | 18,000 | $126.4 萬 | 0.52% | 00.0% | 不變 |
| PFG Investments, LLC | 18,026 | $126.6 萬 | 0.08% | +474+2.7% | 加碼 |
| Net Worth Advisory Group | 18,162 | $127.6 萬 | 0.39% | +2,846+18.6% | 加碼 |
| Delap Wealth Advisory, LLC | 18,162 | $127.6 萬 | 0.76% | −188−1.0% | 減碼 |
| Graypoint LLC | 18,198 | $127.8 萬 | 0.08% | +1,860+11.4% | 加碼 |
| MV Capital Management, Inc. | 18,220 | $128.0 萬 | 0.14% | +355+2.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 18,227 | $128.1 萬 | 0.03% | −4,978−21.5% | 減碼 |
| Prudent Man Advisors, LLC | 18,256 | $128.2 萬 | 0.47% | −2,280−11.1% | 減碼 |
| Retirement Planning Co of New England, Inc. | 18,290 | $128.5 萬 | 0.62% | −390−2.1% | 減碼 |
| Sage Mountain Advisors LLC | 18,351 | $128.9 萬 | 0.09% | +2,183+13.5% | 加碼 |
| Washington Trust Bank | 18,359 | $129.0 萬 | 0.12% | +2,622+16.7% | 加碼 |
| Retireful, LLC | 18,376 | $129.1 萬 | 0.73% | +18,376 | 新進 |
| Kingswood Wealth Advisors, LLC | 18,414 | $129.3 萬 | 0.10% | −32,840−64.1% | 減碼 |
| Ameritas Advisory Services, LLC | 18,471 | $129.7 萬 | 0.04% | −496−2.6% | 減碼 |
| Annandale Capital, LLC | 18,515 | $130.0 萬 | 0.26% | +70.0% | 加碼 |
| Keystone Financial Services | 18,518 | $130.1 萬 | 0.50% | −808−4.2% | 減碼 |
| Financial Counselors Inc | 18,519 | $130.1 萬 | 0.02% | −491−2.6% | 減碼 |
| Sentry LLC | 18,522 | $130.1 萬 | 0.25% | −108−0.6% | 減碼 |
| Everhart Financial Group, Inc. | 18,564 | $130.4 萬 | 0.27% | +1,897+11.4% | 加碼 |
| Bridgewealth Advisory Group, LLC | 16,545 | $130.5 萬 | 0.37% | +8,729+111.7% | 加碼 |
| Walleye Trading LLC | 18,604 | $130.7 萬 | 0.03% | +18,604 | 新進 |
| Murphy Pohlad Asset Management LLC | 18,733 | $131.6 萬 | 0.57% | −1,000−5.1% | 減碼 |
| Essex Financial Services, Inc. | 18,867 | $132.5 萬 | 0.09% | −68−0.4% | 減碼 |
| LexAurum Advisors, LLC | 18,888 | $132.7 萬 | 0.26% | +450+2.4% | 加碼 |
| Gladius Capital Management LP | 18,929 | $133.0 萬 | 0.76% | +2,034+12.0% | 加碼 |
| BLB&B Advisors, LLC | 18,966 | $133.2 萬 | 0.07% | −1,207−6.0% | 減碼 |
| Harvest Fund Management Co., Ltd | 19,001 | $133.5 萬 | 0.06% | +18,934+28,259.7% | 加碼 |
| Syon Capital LLC | 19,053 | $133.8 萬 | 0.12% | +246+1.3% | 加碼 |
| Clarius Group, LLC | 19,070 | $133.9 萬 | 0.09% | −147−0.8% | 減碼 |
| First National Trust Co | 19,100 | $134.2 萬 | 0.05% | −143−0.7% | 減碼 |
| Lazari Capital Management, Inc. | 19,164 | $134.6 萬 | 0.54% | −1,539−7.4% | 減碼 |
| Chicago Capital, LLC | 19,247 | $135.2 萬 | 0.04% | 00.0% | 不變 |
| Adviser Investments LLC | 19,291 | $135.5 萬 | 0.02% | +1,427+8.0% | 加碼 |
| American State Bank (Iowa) | 19,332 | $135.8 萬 | 0.82% | +45+0.2% | 加碼 |
| Kerrisdale Advisers, LLC | 19,346 | $135.9 萬 | 0.46% | −8,350−30.1% | 減碼 |
| Simplicity Wealth,LLC | 19,377 | $136.1 萬 | 0.28% | −20,870−51.9% | 減碼 |
| M.E. Allison & Co., Inc. | 19,384 | $136.1 萬 | 1.50% | +19,384 | 新進 |
| Excalibur Management Corp | 19,406 | $136.3 萬 | 0.54% | −372−1.9% | 減碼 |
| Fulton Bank, N.A. | 19,413 | $136.4 萬 | 0.05% | −2,936−13.1% | 減碼 |
| Affinity Investment Advisors, LLC | 19,423 | $136.4 萬 | 1.14% | −253−1.3% | 減碼 |
| First Bank & Trust | 19,509 | $137.0 萬 | 0.26% | −166−0.8% | 減碼 |
| Investors Asset Management of Georgia Inc | 19,521 | $137.1 萬 | 0.67% | −93−0.5% | 減碼 |
| Northern Oak Wealth Management Inc | 19,592 | $137.6 萬 | 0.17% | −2,318−10.6% | 減碼 |
| Aaron Wealth Advisors | 19,628 | $137.9 萬 | 0.16% | +1,862+10.5% | 加碼 |
| Guerra Advisors Inc | 19,639 | $137.9 萬 | 0.76% | +19,639 | 新進 |
| Jump Financial, LLC | 19,750 | $138.7 萬 | 0.03% | −1,689−7.9% | 減碼 |
| Lindbrook Capital, LLC | 19,813 | $139.2 萬 | 0.13% | −1,206−5.7% | 減碼 |
| Mainstay Capital Management LLC | 19,832 | $139.3 萬 | 0.21% | +4,680+30.9% | 加碼 |
| Courier Capital LLC | 19,840 | $139.4 萬 | 0.10% | −549−2.7% | 減碼 |
| Sage Rhino Capital LLC | 19,869 | $139.6 萬 | 0.30% | −369−1.8% | 減碼 |