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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 33,151 | $232.9 萬 | 0.23% | −2,495−7.0% | 減碼 |
| Neville Rodie & Shaw Inc | 33,423 | $234.7 萬 | 0.17% | +9,819+41.6% | 加碼 |
| ZWJ Investment Counsel Inc | 33,540 | $235.6 萬 | 0.10% | +591+1.8% | 加碼 |
| Schnieders Capital Management LLC | 33,629 | $236.2 萬 | 0.47% | −925−2.7% | 減碼 |
| Griffith & Werner, Inc. | 33,847 | $237.7 萬 | 1.57% | +33,847 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 34,000 | $238.8 萬 | 0.21% | +12,319+56.8% | 加碼 |
| Miller Investment Management, LP | 34,082 | $239.4 萬 | 0.26% | 00.0% | 不變 |
| Shell Asset Management Co | 34,171 | $240.0 萬 | 0.10% | −1,800−5.0% | 減碼 |
| Jain Global LLC | 34,247 | $240.6 萬 | 0.07% | +34,247 | 新進 |
| Cigna Investments Inc | 34,284 | $240.8 萬 | 0.42% | −1,778−4.9% | 減碼 |
| Lawson Kroeker Investment Management Inc | 34,314 | $241.0 萬 | 0.45% | −25,156−42.3% | 減碼 |
| Diversified Trust Co | 34,468 | $242.1 萬 | 0.06% | +10,133+41.6% | 加碼 |
| Iams Wealth Management, LLC | 34,981 | $245.7 萬 | 1.13% | −164−0.5% | 減碼 |
| Triangle Securities Wealth Management | 35,061 | $246.3 萬 | 0.63% | −630−1.8% | 減碼 |
| Miracle Mile Advisors, LLC | 35,166 | $247.0 萬 | 0.05% | +13,981+66.0% | 加碼 |
| Round Hill Asset Management | 35,192 | $247.2 萬 | 1.74% | −4,600−11.6% | 減碼 |
| Marotta Asset Management | 35,237 | $247.3 萬 | 0.52% | 00.0% | 不變 |
| Tower Bridge Advisors | 35,446 | $249.0 萬 | 0.27% | −1,200−3.3% | 減碼 |
| Johnson Financial Group, Inc. | 31,665 | $249.5 萬 | 0.12% | −12,015−27.5% | 減碼 |
| Koss-Olinger Consulting, LLC | 35,536 | $249.6 萬 | 0.22% | −3,849−9.8% | 減碼 |
| LGT Group Foundation | 35,658 | $250.5 萬 | 0.04% | −20,153−36.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 35,722 | $250.9 萬 | 0.13% | +35,722 | 新進 |
| First Citizens Bank & Trust Co | 35,854 | $251.8 萬 | 0.05% | −2,123−5.6% | 減碼 |
| Keystone Wealth Services, LLC | 35,969 | $252.6 萬 | 0.67% | −10.0% | 減碼 |
| Ally Financial Inc. | 36,000 | $252.9 萬 | 0.31% | +6,000+20.0% | 加碼 |
| Fidelis Capital Partners, LLC | 32,464 | $253.7 萬 | 0.25% | +7,979+32.6% | 加碼 |
| Alpha Cubed Investments, LLC | 36,180 | $254.1 萬 | 0.12% | −205−0.6% | 減碼 |
| Wesbanco Bank Inc | 36,226 | $254.5 萬 | 0.09% | −663−1.8% | 減碼 |
| American Money Management, LLC | 36,706 | $257.8 萬 | 0.50% | +2,080+6.0% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 36,829 | $258.7 萬 | 0.72% | −1,245−3.3% | 減碼 |
| QV Investors Inc. | 36,867 | $259.0 萬 | 0.27% | −720−1.9% | 減碼 |
| RFG Advisory, LLC | 36,935 | $259.4 萬 | 0.07% | +11,549+45.5% | 加碼 |
| Evercore Wealth Management, LLC | 36,995 | $259.9 萬 | 0.04% | −209−0.6% | 減碼 |
| Stableford Capital II LLC | 37,121 | $260.7 萬 | 1.03% | −496−1.3% | 減碼 |
| Centaurus Financial, Inc. | 37,129 | $260.8 萬 | 0.16% | −153−0.4% | 減碼 |
| Parallel Advisors, LLC | 37,227 | $261.5 萬 | 0.06% | +4,429+13.5% | 加碼 |
| E Fund Management Co., Ltd. | 37,271 | $261.8 萬 | 0.13% | +13,451+56.5% | 加碼 |
| Aspen Grove Capital, LLC | 37,354 | $262.4 萬 | 0.56% | −185−0.5% | 減碼 |
| Legato Capital Management LLC | 37,484 | $263.3 萬 | 0.34% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 37,485 | $263.3 萬 | 0.10% | 00.0% | 不變 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,739 | $265.1 萬 | 0.40% | −48−0.1% | 減碼 |
| Selway Asset Management | 37,800 | $265.5 萬 | 1.04% | +6,400+20.4% | 加碼 |
| HF Advisory Group, LLC | 37,946 | $266.5 萬 | 1.23% | −947−2.4% | 減碼 |
| Pictet Bank & Trust Ltd | 38,025 | $267.1 萬 | 2.67% | +1,525+4.2% | 加碼 |
| SBI Securities Co., Ltd. | 38,199 | $268.3 萬 | 0.08% | +38,199 | 新進 |
| Twinbeech Capital LP | 38,333 | $269.3 萬 | 0.05% | +38,333 | 新進 |
| Oarsman Capital, Inc. | 38,409 | $269.8 萬 | 0.47% | +640+1.7% | 加碼 |
| Cunning Capital Partners, LP | 38,675 | $271.7 萬 | 1.68% | 00.0% | 不變 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 39,074 | $274.5 萬 | 0.68% | −1,756−4.3% | 減碼 |
| Pring Turner Capital Group Inc | 39,230 | $275.6 萬 | 1.85% | −1,139−2.8% | 減碼 |
| Capital Investment Counsel, Inc | 39,348 | $276.4 萬 | 0.42% | −8,813−18.3% | 減碼 |
| Foster Group, Inc. | 39,422 | $276.9 萬 | 0.11% | −3,740−8.7% | 減碼 |
| Quadrant Capital Group LLC | 39,467 | $277.2 萬 | 0.19% | +259+0.7% | 加碼 |
| Pallas Capital Advisors LLC | 39,594 | $278.1 萬 | 0.12% | −782−1.9% | 減碼 |
| United Asset Strategies, Inc. | 39,648 | $278.5 萬 | 0.26% | −345−0.9% | 減碼 |
| National Asset Management, Inc. | 39,768 | $279.3 萬 | 0.09% | −8,233−17.2% | 減碼 |
| Avestar Capital, LLC | 39,854 | $279.9 萬 | 0.25% | +1,803+4.7% | 加碼 |
| Quantessence Capital LLC | 39,939 | $280.5 萬 | 1.15% | +39,939 | 新進 |
| Wolverine Asset Management LLC | 40,065 | $281.4 萬 | 0.05% | −4,034−9.1% | 減碼 |
| Capital International Sarl | 40,121 | $281.8 萬 | 0.07% | −1,848−4.4% | 減碼 |
| Voya Financial Advisors, Inc. | 40,077 | $282.2 萬 | 0.31% | +2,007+5.3% | 加碼 |
| Transform Wealth, LLC | 40,187 | $282.3 萬 | 0.16% | −188,408−82.4% | 減碼 |
| Crestwood Advisors Group LLC | 40,277 | $282.9 萬 | 0.05% | +3,260+8.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 40,547 | $284.8 萬 | 0.04% | −91−0.2% | 減碼 |
| Capstone Investment Advisors, LLC | 40,666 | $285.6 萬 | 0.03% | +21,276+109.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 40,687 | $285.8 萬 | 0.13% | +6,284+18.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 40,735 | $286.1 萬 | 0.12% | +1,754+4.5% | 加碼 |
| Shayne & Co., LLC | 40,977 | $287.8 萬 | 0.75% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 40,999 | $288.0 萬 | 0.05% | −141,001−77.5% | 減碼 |
| Ballentine Partners, LLC | 41,289 | $290.0 萬 | 0.05% | +1,622+4.1% | 加碼 |
| HTLF Bank | 41,494 | $291.5 萬 | 0.33% | −2,384−5.4% | 減碼 |
| Central Pacific Bank - Trust Division | 41,570 | $292.0 萬 | 0.38% | −10,500−20.2% | 減碼 |
| Madison Asset Management, LLC | 41,587 | $292.1 萬 | 0.03% | −48,141−53.7% | 減碼 |
| Madison Investment Advisors, LLC | 41,587 | $292.1 萬 | 0.03% | +41,587 | 新進 |
| Central Trust Co | 41,962 | $294.7 萬 | 0.07% | +1,814+4.5% | 加碼 |
| LGT Fund Management Co Ltd. | 41,995 | $295.0 萬 | 0.26% | 00.0% | 不變 |
| Cullinan Associates Inc | 42,245 | $296.7 萬 | 0.19% | −1,900−4.3% | 減碼 |
| Kodai Capital Management LP | 42,257 | $296.8 萬 | 0.12% | +42,257 | 新進 |
| Smith, Salley & Associates | 42,334 | $297.4 萬 | 0.19% | +512+1.2% | 加碼 |
| Gs Investments, Inc. | 42,400 | $297.8 萬 | 1.35% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 42,419 | $298.0 萬 | 0.06% | −888−2.1% | 減碼 |
| KCM Investment Advisors LLC | 42,460 | $298.2 萬 | 0.10% | +2,464+6.2% | 加碼 |
| GAMMA Investing LLC | 42,478 | $298.4 萬 | 0.25% | +4,999+13.3% | 加碼 |
| Wynn Capital, LLC | 42,491 | $298.5 萬 | 1.88% | −75−0.2% | 減碼 |
| Naviter Wealth, LLC | 42,506 | $298.6 萬 | 0.36% | +775+1.9% | 加碼 |
| Peoples Bank | 42,789 | $300.5 萬 | 2.08% | −1,120−2.6% | 減碼 |
| Argyle Capital Management Inc. | 42,796 | $300.6 萬 | 1.18% | +703+1.7% | 加碼 |
| NWF Advisory Services Inc. | 42,819 | $300.8 萬 | 0.44% | −2,947−6.4% | 減碼 |
| White Pine Capital LLC | 42,888 | $301.2 萬 | 1.01% | −32−0.1% | 減碼 |
| Vista Wealth Management Group, LLC | 42,982 | $301.9 萬 | 0.19% | +5,974+16.1% | 加碼 |
| Trust Asset Management LLC | 43,152 | $303.1 萬 | 0.24% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 43,261 | $303.9 萬 | 0.20% | −810−1.8% | 減碼 |
| Oppenheimer & Co Inc | 44,007 | $309.1 萬 | 0.05% | +5,717+14.9% | 加碼 |
| Goelzer Investment Management, Inc. | 44,110 | $309.8 萬 | 0.18% | −1,223−2.7% | 減碼 |
| NBT Bank N A | 44,289 | $311.1 萬 | 0.22% | −602−1.3% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $311.2 萬 | 0.03% | 00.0% | 不變 |
| Cohen Investment Advisors LLC | 44,364 | $311.6 萬 | 1.88% | +916+2.1% | 加碼 |
| Angeles Wealth Management, LLC | 44,469 | $312.4 萬 | 0.26% | +29,604+199.2% | 加碼 |
| RNC Capital Management LLC | 44,476 | $312.4 萬 | 0.17% | +25,127+129.9% | 加碼 |
| F/M Investments LLC | 44,527 | $312.8 萬 | 0.12% | +7,131+19.1% | 加碼 |