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 |
|---|---|---|---|---|---|
| Synergy Financial Management, LLC | 24,716 | $139.6 萬 | 0.11% | 00.0% | 不變 |
| Harbor Advisors LLC | 20,000 | $140.5 萬 | 0.22% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 20,039 | $140.8 萬 | 0.04% | +20,039 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 20,082 | $141.1 萬 | 0.30% | +747+3.9% | 加碼 |
| Kennedy Investment Group | 20,095 | $141.1 萬 | 0.64% | −325−1.6% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 20,147 | $141.5 萬 | 0.49% | +1,608+8.7% | 加碼 |
| LS Investment Advisors, LLC | 20,213 | $142.0 萬 | 0.21% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 20,297 | $142.6 萬 | 0.17% | −1,951−8.8% | 減碼 |
| Penobscot Investment Management Company, Inc. | 20,361 | $143.0 萬 | 0.13% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 20,386 | $143.2 萬 | 0.66% | −1,750−7.9% | 減碼 |
| Cetera Trust Company, N.A | 20,426 | $143.5 萬 | 0.93% | −222−1.1% | 減碼 |
| CX Institutional | 20,433 | $143.5 萬 | 0.06% | +1,222+6.4% | 加碼 |
| Sendero Wealth Management, LLC | 20,517 | $144.1 萬 | 0.21% | −1,168−5.4% | 減碼 |
| Sabal Trust CO | 20,528 | $144.2 萬 | 0.08% | +9,616+88.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 20,532 | $144.2 萬 | 0.10% | +449+2.2% | 加碼 |
| Modera Wealth Management, LLC | 20,562 | $144.4 萬 | 0.02% | +2,548+14.1% | 加碼 |
| Washington Trust Co | 20,722 | $145.5 萬 | 0.05% | −2,028−8.9% | 減碼 |
| First Financial Bank - Trust Division | 20,740 | $145.7 萬 | 0.14% | −119−0.6% | 減碼 |
| Mather Group, LLC. | 20,744 | $145.7 萬 | 0.02% | +610+3.0% | 加碼 |
| Main Street Research LLC | 20,775 | $145.9 萬 | 0.09% | +62+0.3% | 加碼 |
| Unique Wealth Strategies, LLC | 20,784 | $146.0 萬 | 0.64% | −1,559−7.0% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 20,787 | $146.0 萬 | 0.56% | −50,558−70.9% | 減碼 |
| RIA Advisory Group LLC | 20,849 | $146.4 萬 | 0.50% | −411−1.9% | 減碼 |
| PCJ Investment Counsel Ltd. | 20,850 | $146.5 萬 | 0.49% | +20,850 | 新進 |
| JT Stratford LLC | 20,982 | $147.4 萬 | 0.24% | +1,142+5.8% | 加碼 |
| Louisbourg Investments Inc. | 29,244 | $147.4 萬 | 0.39% | 00.0% | 不變 |
| Carlson Capital L P | 21,000 | $147.5 萬 | 0.87% | +21,000 | 新進 |
| Citadel Investment Advisory, Inc. | 21,041 | $147.8 萬 | 0.77% | −50−0.2% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 21,072 | $148.0 萬 | 0.18% | −37−0.2% | 減碼 |
| Martin & Co Inc | 21,199 | $148.9 萬 | 0.37% | −1,041−4.7% | 減碼 |
| LJI Wealth Management, LLC | 21,303 | $149.6 萬 | 0.29% | −1,184−5.3% | 減碼 |
| Cito Capital Group, LLC | 21,503 | $151.0 萬 | 0.56% | 00.0% | 不變 |
| Greenup Street Wealth Management LLC | 21,517 | $151.1 萬 | 0.30% | +21,517 | 新進 |
| EverSource Wealth Advisors, LLC | 21,572 | $151.5 萬 | 0.09% | +855+4.1% | 加碼 |
| Welch Group, LLC | 21,545 | $151.7 萬 | 0.07% | +185+0.9% | 加碼 |
| SeaCrest Wealth Management, LLC | 21,621 | $151.9 萬 | 0.16% | +3,305+18.0% | 加碼 |
| Fiduciary Alliance LLC | 21,667 | $152.2 萬 | 0.15% | +21,667 | 新進 |
| Pflug Koory, LLC | 21,741 | $152.7 萬 | 0.77% | −20−0.1% | 減碼 |
| Tealwood Asset Management Inc | 21,790 | $153.1 萬 | 0.63% | −2,174−9.1% | 減碼 |
| Country Club Bank | 21,926 | $154.4 萬 | 0.10% | +78+0.4% | 加碼 |
| Myriad Asset Management US LP | 21,997 | $154.5 萬 | 1.04% | +21,997 | 新進 |
| Bartlett & Co. Wealth Management LLC | 22,043 | $154.8 萬 | 0.02% | −826−3.6% | 減碼 |
| Aspiriant, LLC | 22,051 | $154.9 萬 | 0.06% | −2,379−9.7% | 減碼 |
| Collar Capital Management, LLC | 22,085 | $155.1 萬 | 1.29% | +22,085 | 新進 |
| Fieldview Capital Management, LLC | 22,097 | $155.2 萬 | 0.24% | +22,097 | 新進 |
| Arkadios Wealth Advisors | 22,111 | $155.3 萬 | 0.08% | +2,310+11.7% | 加碼 |
| Potentia Wealth | 22,112 | $155.3 萬 | 0.69% | +22,112 | 新進 |
| Cove Street Capital, LLC | 22,150 | $155.6 萬 | 1.82% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 22,306 | $156.7 萬 | 0.37% | −55−0.2% | 減碼 |
| GeoWealth Management, LLC | 22,309 | $156.7 萬 | 0.05% | +4,243+23.5% | 加碼 |
| FOCUS Wealth Advisors, LLC | 22,310 | $156.7 萬 | 0.83% | +22,310 | 新進 |
| Weiss Asset Management LP | 22,428 | $157.5 萬 | 0.04% | −162,576−87.9% | 減碼 |
| One Capital Management, LLC | 22,476 | $157.9 萬 | 0.05% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 22,501 | $158.0 萬 | 0.11% | +144+0.6% | 加碼 |
| Schechter Investment Advisors, LLC | 22,562 | $158.5 萬 | 0.12% | −863−3.7% | 減碼 |
| Winebrenner Capital Management LLC | 22,566 | $158.5 萬 | 1.22% | +22,566 | 新進 |
| Rossmore Private Capital | 22,624 | $158.9 萬 | 0.20% | 00.0% | 不變 |
| Trust Co of Toledo NA | 22,735 | $159.7 萬 | 0.21% | −1,058−4.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,758 | $159.9 萬 | 0.04% | +1,253+5.8% | 加碼 |
| Buffington Mohr McNeal | 22,802 | $160.2 萬 | 0.27% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 22,868 | $160.6 萬 | 0.07% | −3,418−13.0% | 減碼 |
| HBK Sorce Advisory LLC | 22,926 | $161.0 萬 | 0.05% | +3,002+15.1% | 加碼 |
| Level Four Advisory Services, LLC | 22,943 | $161.2 萬 | 0.07% | +271+1.2% | 加碼 |
| Hartford Funds Management Co LLC | 23,066 | $162.0 萬 | 0.15% | +2,082+9.9% | 加碼 |
| Citizens National Bank Trust Department | 23,127 | $162.4 萬 | 0.34% | −1,500−6.1% | 減碼 |
| Premier Path Wealth Partners, LLC | 23,131 | $162.5 萬 | 0.25% | −20,835−47.4% | 減碼 |
| Leavell Investment Management, Inc. | 23,132 | $162.5 萬 | 0.08% | +1,790+8.4% | 加碼 |
| Aventura Private Wealth, LLC | 23,141 | $162.5 萬 | 0.88% | +23,141 | 新進 |
| Beese Fulmer Investment Management, Inc. | 23,231 | $163.2 萬 | 0.14% | −593−2.5% | 減碼 |
| XTX Topco Ltd | 23,233 | $163.2 萬 | 0.14% | +23,233 | 新進 |
| Skopos Labs, Inc. | 23,269 | $163.4 萬 | 0.49% | +1,051+4.7% | 加碼 |
| Integrated Advisors Network LLC | 23,469 | $164.8 萬 | 0.08% | −6,178−20.8% | 減碼 |
| Sunbelt Securities, Inc. | 23,415 | $164.9 萬 | 0.15% | −415−1.7% | 減碼 |
| Hardin Capital Partners, LLC | 16,548 | $164.9 萬 | 1.00% | −99−0.6% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 23,575 | $165.6 萬 | 0.12% | +23,575 | 新進 |
| Wealthspire Advisors, LLC | 23,611 | $165.8 萬 | 0.02% | +2,507+11.9% | 加碼 |
| First Horizon Advisors, Inc. | 23,639 | $166.0 萬 | 0.05% | −571−2.4% | 減碼 |
| Holderness Investments Co | 23,710 | $166.5 萬 | 0.37% | −1,802−7.1% | 減碼 |
| Arete Wealth Advisors, LLC | 24,233 | $167.3 萬 | 0.12% | +17,712+271.6% | 加碼 |
| Fiduciary Group LLC | 23,832 | $167.4 萬 | 0.17% | −1,858−7.2% | 減碼 |
| Soltis Investment Advisors LLC | 23,859 | $167.6 萬 | 0.16% | +875+3.8% | 加碼 |
| Equitable Trust Co | 23,924 | $168.0 萬 | 0.09% | +4,242+21.6% | 加碼 |
| Fort Sheridan Advisors LLC | 23,980 | $168.4 萬 | 0.25% | −775−3.1% | 減碼 |
| Sather Financial Group Inc | 23,983 | $168.5 萬 | 0.11% | +14,532+153.8% | 加碼 |
| Smartleaf Asset Management LLC | 23,929 | $168.5 萬 | 0.17% | +5,878+32.6% | 加碼 |
| Insight Advisors, LLC | 23,948 | $168.6 萬 | 0.29% | −66−0.3% | 減碼 |
| Summit Financial, LLC | 24,029 | $168.8 萬 | 0.06% | +1,275+5.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 24,075 | $169.1 萬 | 0.01% | +862+3.7% | 加碼 |
| Trinity Financial Advisors LLC | 24,252 | $170.2 萬 | 0.65% | −65−0.3% | 減碼 |
| Meridian Investment Counsel Inc. | 24,295 | $170.6 萬 | 0.51% | −2,086−7.9% | 減碼 |
| Laurel Wealth Advisors LLC | 24,322 | $170.8 萬 | 0.27% | −58−0.2% | 減碼 |
| Davidson Trust Co | 24,356 | $171.1 萬 | 0.88% | +97+0.4% | 加碼 |
| Dynasty Wealth Management, LLC | 24,686 | $173.4 萬 | 0.03% | −2,232−8.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 24,805 | $174.2 萬 | 0.13% | +7,309+41.8% | 加碼 |
| Foundations Investment Advisors, LLC | 24,881 | $174.8 萬 | 0.03% | +3,398+15.8% | 加碼 |
| London Co of Virginia | 24,901 | $174.9 萬 | 0.01% | 00.0% | 不變 |
| Cadinha & Co LLC | 24,954 | $175.3 萬 | 0.29% | +382+1.6% | 加碼 |
| FSB Premier Wealth Management, Inc. | 24,958 | $175.3 萬 | 0.70% | −738−2.9% | 減碼 |
| Drive Wealth Management, LLC | 24,972 | $175.4 萬 | 0.43% | +823+3.4% | 加碼 |
| Chemistry Wealth Management LLC | 25,326 | $177.9 萬 | 0.42% | +270+1.1% | 加碼 |