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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 44,634 | $313.5 萬 | 0.21% | −5,347−10.7% | 減碼 |
| HM Payson & Co | 44,705 | $314.0 萬 | 0.05% | +450+1.0% | 加碼 |
| Kuhn & Co Investment Counsel | 44,942 | $315.7 萬 | 2.68% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 44,969 | $315.9 萬 | 0.06% | −780−1.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 45,046 | $316.4 萬 | 0.09% | +3,643+8.8% | 加碼 |
| D L Carlson Investment Group Inc | 45,055 | $316.5 萬 | 0.56% | −420−0.9% | 減碼 |
| Joel Isaacson & Co., LLC | 45,477 | $319.4 萬 | 0.14% | +321+0.7% | 加碼 |
| SWS Partners | 45,688 | $320.9 萬 | 0.97% | −1,480−3.1% | 減碼 |
| Capital Asset Advisory Services LLC | 45,005 | $320.9 萬 | 0.16% | −2,844−5.9% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 45,877 | $322.2 萬 | 0.90% | +37,877+473.5% | 加碼 |
| Moody National Bank Trust Division | 45,940 | $322.7 萬 | 0.34% | −2,472−5.1% | 減碼 |
| Union Heritage Capital, LLC | 45,970 | $322.9 萬 | 1.19% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 46,036 | $323.4 萬 | 0.09% | +603+1.3% | 加碼 |
| Vontobel Holding Ltd. | 46,051 | $323.5 萬 | 0.01% | −2,182−4.5% | 減碼 |
| Avitas Wealth Management LLC | 46,138 | $324.1 萬 | 0.45% | +300+0.7% | 加碼 |
| Coppell Advisory Solutions LLC | 46,138 | $324.9 萬 | 0.46% | −1,826−3.8% | 減碼 |
| Choate Investment Advisors | 46,347 | $325.5 萬 | 0.08% | +5,033+12.2% | 加碼 |
| Welch & Forbes LLC | 46,363 | $325.7 萬 | 0.04% | +199+0.4% | 加碼 |
| Benjamin Edwards Inc | 46,729 | $328.3 萬 | 0.05% | −10,730−18.7% | 減碼 |
| Brown Brothers Harriman & Co | 46,876 | $329.3 萬 | 0.02% | +4,173+9.8% | 加碼 |
| Capital Investment Advisors, LLC | 47,058 | $330.5 萬 | 0.07% | −2,197−4.5% | 減碼 |
| Twin City Private Wealth, LLC | 47,062 | $330.6 萬 | 2.92% | −4,849−9.3% | 減碼 |
| Optimas Capital Ltd | 47,400 | $332.9 萬 | 4.49% | +47,400 | 新進 |
| Geneos Wealth Management Inc. | 47,535 | $333.9 萬 | 0.12% | −791−1.6% | 減碼 |
| Fiduciary Trust Co | 47,611 | $334.4 萬 | 0.04% | +1,704+3.7% | 加碼 |
| Somerset Group LLC | 47,629 | $334.5 萬 | 3.06% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 47,635 | $334.6 萬 | 0.22% | +1,463+3.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 47,722 | $335.2 萬 | 1.15% | +348+0.7% | 加碼 |
| Inkwell Capital LLC | 48,030 | $337.4 萬 | 3.61% | +48,030 | 新進 |
| Moors & Cabot, Inc. | 48,274 | $339.1 萬 | 0.16% | −3,459−6.7% | 減碼 |
| CWA Asset Management Group, LLC | 48,510 | $340.7 萬 | 0.17% | +7,791+19.1% | 加碼 |
| Asio Capital, LLC | 48,760 | $342.5 萬 | 0.65% | −15,230−23.8% | 減碼 |
| IFP Advisors, Inc | 48,878 | $343.3 萬 | 0.11% | +8,470+21.0% | 加碼 |
| Buckingham Strategic Partners | 49,050 | $344.5 萬 | 0.06% | +4,377+9.8% | 加碼 |
| Valeo Financial Advisors, LLC | 49,062 | $344.6 萬 | 0.10% | +315+0.6% | 加碼 |
| IMS Capital Management | 49,133 | $345.1 萬 | 1.60% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 49,301 | $346.3 萬 | 0.19% | +3,520+7.7% | 加碼 |
| Sigma Planning Corp | 49,431 | $347.2 萬 | 0.11% | −7,800−13.6% | 減碼 |
| Qtron Investments LLC | 49,460 | $347.4 萬 | 0.49% | −9,090−15.5% | 減碼 |
| Transcend Wealth Collective, LLC | 49,559 | $348.1 萬 | 0.25% | −2,418−4.7% | 減碼 |
| Crestline Management, LP | 49,564 | $348.1 萬 | 0.12% | +22,495+83.1% | 加碼 |
| Boston Private Wealth LLC | 49,637 | $348.7 萬 | 0.07% | +49,637 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 49,999 | $351.2 萬 | 0.26% | −1,046−2.0% | 減碼 |
| Aft, Forsyth & Sober, LLC | 50,000 | $351.2 萬 | 1.14% | 00.0% | 不變 |
| Perkins Coie Trust Co | 50,063 | $351.6 萬 | 0.77% | −437−0.9% | 減碼 |
| Coldstream Capital Management Inc | 50,072 | $351.7 萬 | 0.07% | +6,099+13.9% | 加碼 |
| 44 Wealth Management LLC | 50,512 | $354.8 萬 | 1.36% | −4,109−7.5% | 減碼 |
| SOL Capital Management CO | 50,513 | $354.8 萬 | 0.40% | −50−0.1% | 減碼 |
| Pavion Blue Capital, LLC | 50,772 | $356.6 萬 | 1.67% | −169−0.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 51,025 | $358.4 萬 | 0.04% | −3,621−6.6% | 減碼 |
| FineMark National Bank & Trust | 51,038 | $358.5 萬 | 0.13% | −938−1.8% | 減碼 |
| Cornercap Investment Counsel Inc | 51,193 | $359.6 萬 | 1.16% | −1,732−3.3% | 減碼 |
| Jackson Hole Capital Partners, LLC | 51,291 | $360.3 萬 | 0.73% | +347+0.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 51,452 | $361.4 萬 | 0.29% | −1,625−3.1% | 減碼 |
| Profund Advisors LLC | 51,641 | $362.7 萬 | 0.13% | −8,222−13.7% | 減碼 |
| Wetherby Asset Management Inc | 51,670 | $362.9 萬 | 0.17% | −2,178−4.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 51,805 | $363.9 萬 | 0.13% | −3,020−5.5% | 減碼 |
| Associated Banc-Corp | 51,830 | $364.1 萬 | 0.11% | −1,059−2.0% | 減碼 |
| Wedbush Securities Inc | 52,061 | $365.7 萬 | 0.13% | +286+0.6% | 加碼 |
| Wittenberg Investment Management, Inc. | 52,457 | $368.5 萬 | 1.45% | −52,073−49.8% | 減碼 |
| Quad-Cities Investment Group, LLC | 52,576 | $369.3 萬 | 1.81% | +158+0.3% | 加碼 |
| Montag A & Associates Inc | 52,683 | $370.0 萬 | 0.18% | 00.0% | 不變 |
| Trust Point Inc. | 52,727 | $370.4 萬 | 0.26% | +1,767+3.5% | 加碼 |
| Verdence Capital Advisors LLC | 52,807 | $370.9 萬 | 0.30% | +4,461+9.2% | 加碼 |
| Focus Financial Network, Inc. | 53,125 | $373.1 萬 | 0.15% | −6,687−11.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 53,149 | $373.3 萬 | 0.30% | +1,381+2.7% | 加碼 |
| La Banque Postale Asset Management SA | 53,216 | $373.8 萬 | 0.05% | +35,429+199.2% | 加碼 |
| Equitable Holdings, Inc. | 53,608 | $376.5 萬 | 0.04% | +2,602+5.1% | 加碼 |
| S&CO Inc | 53,658 | $376.8 萬 | 0.26% | 00.0% | 不變 |
| Signaturefd, LLC | 53,657 | $376.9 萬 | 0.07% | +3,625+7.2% | 加碼 |
| Ethic Inc. | 54,048 | $379.6 萬 | 0.08% | +19,955+58.5% | 加碼 |
| Checchi Capital Advisers, LLC | 54,313 | $381.5 萬 | 0.29% | +1,126+2.1% | 加碼 |
| Haverford Trust Co | 54,319 | $381.5 萬 | 0.04% | +754+1.4% | 加碼 |
| Norden Group LLC | 54,576 | $383.3 萬 | 0.43% | −5,943−9.8% | 減碼 |
| Altrafin AG | 54,600 | $383.5 萬 | 1.33% | −3,300−5.7% | 減碼 |
| Huntington National Bank | 54,961 | $386.0 萬 | 0.03% | +6,104+12.5% | 加碼 |
| Mitchell Sinkler & Starr | 55,125 | $387.2 萬 | 1.03% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 55,159 | $387.4 萬 | 0.49% | +55,159 | 新進 |
| Advisors Asset Management, Inc. | 55,180 | $387.6 萬 | 0.07% | +7,208+15.0% | 加碼 |
| L2 Asset Management, LLC | 55,202 | $387.7 萬 | 0.85% | +4,578+9.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 55,377 | $388.9 萬 | 0.24% | +5,704+11.5% | 加碼 |
| Two Sigma Investments, LP | 55,459 | $389.5 萬 | 0.01% | −3,489,985−98.4% | 減碼 |
| Pinnacle Financial Partners Inc | 61,125 | $392.3 萬 | 0.08% | +12,245+25.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 55,872 | $392.4 萬 | 0.53% | −234−0.4% | 減碼 |
| Forum Financial Management, LP | 55,896 | $392.6 萬 | 0.07% | +7,139+14.6% | 加碼 |
| Waterloo Capital, L.P. | 56,028 | $393.5 萬 | 0.41% | −5,428−8.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56,215 | $394.9 萬 | 0.14% | −6,292−10.1% | 減碼 |
| Ascent Group, LLC | 56,228 | $394.9 萬 | 0.30% | +4,193+8.1% | 加碼 |
| Portside Wealth Group, LLC | 56,588 | $397.5 萬 | 0.66% | −466−0.8% | 減碼 |
| Lowe Brockenbrough & Co Inc | 56,613 | $397.6 萬 | 0.25% | −422−0.7% | 減碼 |
| DMKC Advisory Services, LLC | 56,679 | $398.1 萬 | 3.61% | +56,679 | 新進 |
| Parcion Private Wealth LLC | 56,834 | $399.2 萬 | 0.31% | 00.0% | 不變 |
| Fayez Sarofim & Co | 56,853 | $399.3 萬 | 0.01% | −25,000−30.5% | 減碼 |
| Signet Financial Management, LLC | 56,916 | $399.8 萬 | 0.51% | +230+0.4% | 加碼 |
| Algert Global LLC | 56,929 | $399.9 萬 | 0.09% | −13,549−19.2% | 減碼 |
| Quinn Opportunity Partners LLC | 57,471 | $403.7 萬 | 0.29% | +57,471 | 新進 |
| Lee Danner & Bass Inc | 58,396 | $410.2 萬 | 0.33% | −500−0.8% | 減碼 |
| Headlands Technologies LLC | 59,180 | $415.7 萬 | 0.42% | +766+1.3% | 加碼 |
| Convergence Investment Partners, LLC | 59,369 | $417.0 萬 | 0.93% | +7,286+14.0% | 加碼 |
| Engineers Gate Manager LP | 59,377 | $417.1 萬 | 0.07% | −192,831−76.5% | 減碼 |