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 |
|---|---|---|---|---|---|
| Gilbert & Cook, Inc. | 25,389 | $178.3 萬 | 0.25% | +10,025+65.2% | 加碼 |
| Vista Investment Management | 25,487 | $179.0 萬 | 0.68% | −2,559−9.1% | 減碼 |
| Jeppson Wealth Management, LLC | 25,515 | $179.2 萬 | 0.65% | −625−2.4% | 減碼 |
| Integrated Investment Consultants, LLC | 25,586 | $179.7 萬 | 0.37% | +17,241+206.6% | 加碼 |
| Lake Street Advisors Group, LLC | 25,688 | $180.4 萬 | 0.08% | +1,409+5.8% | 加碼 |
| Howard Capital Management Inc. | 25,885 | $181.8 萬 | 0.03% | +1,154+4.7% | 加碼 |
| Carnegie Capital Asset Management, LLC | 25,959 | $182.3 萬 | 0.05% | +6,008+30.1% | 加碼 |
| Walter & Keenan Financial Consulting Co | 26,051 | $183.0 萬 | 0.55% | +93+0.4% | 加碼 |
| Private Trust Co NA | 26,119 | $183.5 萬 | 0.19% | +1,224+4.9% | 加碼 |
| Mutual Advisors, LLC | 24,198 | $183.8 萬 | 0.05% | +5,217+27.5% | 加碼 |
| Resources Management Corp | 26,240 | $184.3 萬 | 0.25% | −240−0.9% | 減碼 |
| OneAscent Financial Services LLC | 26,389 | $185.4 萬 | 0.16% | +6,376+31.9% | 加碼 |
| Coastwise Capital Group, LLC | 26,401 | $185.4 萬 | 1.48% | −35−0.1% | 減碼 |
| St. Louis Financial Planners Asset Management, LLC | 26,413 | $185.5 萬 | 1.34% | +26,413 | 新進 |
| Hedges Asset Management LLC | 26,500 | $186.1 萬 | 1.23% | −7,600−22.3% | 減碼 |
| National Philanthropic Trust | 26,502 | $186.2 萬 | 0.03% | +1,421+5.7% | 加碼 |
| Everett Harris & Co | 26,621 | $187.0 萬 | 0.02% | −178−0.7% | 減碼 |
| Islay Capital Management, LLC | 26,651 | $187.2 萬 | 1.30% | +1,216+4.8% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 26,850 | $188.6 萬 | 0.06% | +304+1.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 26,885 | $188.8 萬 | 0.05% | −184−0.7% | 減碼 |
| Virtu Financial LLC | 26,930 | $189.2 萬 | 0.10% | +26,930 | 新進 |
| Northside Capital Management, LLC | 27,127 | $190.5 萬 | 0.51% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 27,131 | $190.6 萬 | 0.11% | +10,002+58.4% | 加碼 |
| Evergreen Capital Management LLC | 27,166 | $190.8 萬 | 0.06% | +263+1.0% | 加碼 |
| Terry L. Blaker | 27,221 | $191.2 萬 | 0.07% | +107+0.4% | 加碼 |
| GTS Securities LLC | 27,225 | $191.2 萬 | 0.09% | −108,017−79.9% | 減碼 |
| Apella Capital, LLC | 27,537 | $193.4 萬 | 0.07% | −23−0.1% | 減碼 |
| Lummis Asset Management, LP | 27,559 | $193.6 萬 | 2.45% | −515−1.8% | 減碼 |
| We Are One Seven, LLC | 27,590 | $193.8 萬 | 0.07% | −1,221−4.2% | 減碼 |
| One Wealth Advisors, LLC | 27,728 | $194.8 萬 | 0.29% | +2,515+10.0% | 加碼 |
| Potomac Fund Management Inc | 27,875 | $195.8 萬 | 0.11% | +27,875 | 新進 |
| Conning Inc. | 27,896 | $195.9 萬 | 0.07% | −2,498−8.2% | 減碼 |
| Blue Capital, Inc. | 28,003 | $196.7 萬 | 1.39% | +28,003 | 新進 |
| Nicholas Hoffman & Company, LLC. | 28,011 | $196.7 萬 | 0.08% | +230+0.8% | 加碼 |
| Banco BTG Pactual S.A. | 28,111 | $197.3 萬 | 0.46% | +28,111 | 新進 |
| Aviso Wealth Management | 28,278 | $198.6 萬 | 1.01% | +11,683+70.4% | 加碼 |
| Mystic Asset Management, Inc. | 28,285 | $198.7 萬 | 0.53% | −710−2.4% | 減碼 |
| Pinnacle Bancorp, Inc. | 28,294 | $198.7 萬 | 0.65% | +7,822+38.2% | 加碼 |
| Rothschild Investment LLC | 28,347 | $199.1 萬 | 0.13% | +280+1.0% | 加碼 |
| Raiffeisen Bank International AG | 28,297 | $199.2 萬 | 0.03% | +28,297 | 新進 |
| N.E.W. Advisory Services LLC | 28,416 | $199.6 萬 | 0.19% | −174−0.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 28,567 | $200.7 萬 | 0.16% | −4,415−13.4% | 減碼 |
| Harbour Investments, Inc. | 28,650 | $201.2 萬 | 0.06% | +821+3.0% | 加碼 |
| Baker Avenue Asset Management, LP | 28,653 | $201.3 萬 | 0.06% | +502+1.8% | 加碼 |
| Aptus Capital Advisors, LLC | 28,685 | $201.5 萬 | 0.02% | +813+2.9% | 加碼 |
| Argent Advisors, Inc. | 28,905 | $203.0 萬 | 0.75% | −285−1.0% | 減碼 |
| Aspire Private Capital, LLC | 29,151 | $204.8 萬 | 0.51% | +362+1.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 29,424 | $206.7 萬 | 0.03% | −2,289−7.2% | 減碼 |
| Marco Investment Management LLC | 29,501 | $207.2 萬 | 0.18% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 29,569 | $207.7 萬 | 0.58% | −482−1.6% | 減碼 |
| Shelton Wealth Management, LLC | 29,635 | $208.2 萬 | 1.14% | +20+0.1% | 加碼 |
| NVWM, LLC | 29,673 | $208.4 萬 | 0.53% | −749−2.5% | 減碼 |
| Pacifica Partners Inc. | 29,743 | $208.8 萬 | 0.90% | −490−1.6% | 減碼 |
| Congress Park Capital LLC | 29,760 | $209.0 萬 | 0.76% | +29,760 | 新進 |
| Peak Asset Management, LLC | 29,788 | $209.2 萬 | 0.39% | −115−0.4% | 減碼 |
| Fisher Asset Management, LLC | 29,789 | $209.2 萬 | 0.00% | +4,956+20.0% | 加碼 |
| Founders Financial Securities LLC | 29,819 | $209.4 萬 | 0.19% | +17+0.1% | 加碼 |
| Carret Asset Management, LLC | 29,897 | $210.0 萬 | 0.23% | −275−0.9% | 減碼 |
| Alaska Permanent Fund Corp | 29,947 | $210.3 萬 | 0.03% | 00.0% | 不變 |
| Westpac Banking Corp | 30,131 | $211.6 萬 | 0.14% | +18,896+168.2% | 加碼 |
| Scott & Selber, Inc. | 30,222 | $212.3 萬 | 0.64% | −190−0.6% | 減碼 |
| Tradition Wealth Management, LLC | 30,277 | $212.7 萬 | 0.19% | −176−0.6% | 減碼 |
| Avantra Family Wealth, Inc. | 30,357 | $213.2 萬 | 1.99% | +30,357 | 新進 |
| Snowden Capital Advisors LLC | 30,380 | $213.4 萬 | 0.07% | −9,757−24.3% | 減碼 |
| Smith Shellnut Wilson LLC | 30,387 | $213.4 萬 | 0.94% | +31+0.1% | 加碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $213.5 萬 | 0.13% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 30,427 | $213.7 萬 | 0.21% | −721−2.3% | 減碼 |
| Granite Investment Partners, LLC | 30,587 | $214.8 萬 | 0.09% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 30,720 | $215.8 萬 | 0.39% | −95,464−75.7% | 減碼 |
| Argus Investors' Counsel, Inc. | 30,830 | $216.6 萬 | 1.45% | −684−2.2% | 減碼 |
| Great Lakes Retirement, Inc. | 30,863 | $216.8 萬 | 0.28% | −128−0.4% | 減碼 |
| Easterly Investment Partners LLC | 30,873 | $216.9 萬 | 0.17% | −8,000−20.6% | 減碼 |
| Atomi Financial Group, Inc. | 30,976 | $217.6 萬 | 0.11% | +5,121+19.8% | 加碼 |
| Independent Financial Group, LLC | 30,995 | $217.7 萬 | 0.07% | +12,522+67.8% | 加碼 |
| Freemont Management S.A. | 31,200 | $219.1 萬 | 1.08% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 31,350 | $219.3 萬 | 0.17% | +7,945+33.9% | 加碼 |
| Westmount Partners, LLC | 31,352 | $220.2 萬 | 0.67% | −295−0.9% | 減碼 |
| Hussman Strategic Advisors, Inc. | 31,500 | $221.3 萬 | 0.65% | −10,500−25.0% | 減碼 |
| Johnson Investment Counsel Inc | 31,567 | $221.7 萬 | 0.02% | +3,176+11.2% | 加碼 |
| Applied Capital LLC | 31,600 | $222.0 萬 | 1.74% | −202−0.6% | 減碼 |
| Massmutual Trust Co FSB | 31,804 | $223.4 萬 | 0.06% | +7,216+29.3% | 加碼 |
| Silvant Capital Management LLC | 31,844 | $223.7 萬 | 0.09% | −224−0.7% | 減碼 |
| Auxier Asset Management | 31,942 | $224.4 萬 | 0.35% | −360−1.1% | 減碼 |
| GHP Investment Advisors, Inc. | 31,965 | $224.5 萬 | 0.10% | +5,612+21.3% | 加碼 |
| AF Advisors, Inc. | 32,040 | $225.0 萬 | 0.31% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 32,163 | $225.9 萬 | 0.03% | −13,935−30.2% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,178 | $226.0 萬 | 1.04% | −216−0.7% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $226.2 萬 | 0.67% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 32,321 | $227.0 萬 | 0.14% | +1,495+4.8% | 加碼 |
| Grimes & Company, Inc. | 32,378 | $227.4 萬 | 0.07% | +700+2.2% | 加碼 |
| Wrapmanager Inc | 32,391 | $227.5 萬 | 0.58% | −1,453−4.3% | 減碼 |
| Massachusetts Wealth Management | 32,477 | $228.1 萬 | 1.41% | +1,225+3.9% | 加碼 |
| Bennett Selby Investments LP | 32,576 | $228.8 萬 | 0.91% | +30.0% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 32,421 | $229.2 萬 | 0.07% | +10,691+49.2% | 加碼 |
| Chicago Partners Investment Group LLC | 32,063 | $229.5 萬 | 0.08% | +309+1.0% | 加碼 |
| Golden State Equity Partners | 32,911 | $231.2 萬 | 0.44% | −179−0.5% | 減碼 |
| David Loasby | 33,099 | $231.6 萬 | 0.21% | +627+1.9% | 加碼 |
| Roxbury Financial LLC | 30,469 | $232.1 萬 | 2.24% | +30,469 | 新進 |
| YHB Investment Advisors, Inc. | 33,049 | $232.1 萬 | 0.19% | −1,665−4.8% | 減碼 |
| Worth Asset Management, LLC | 33,123 | $232.7 萬 | 1.24% | +33,123 | 新進 |