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 |
|---|---|---|---|---|---|
| Bank of Stockton | 59,476 | $417.8 萬 | 1.27% | −1,753−2.9% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 59,542 | $418.2 萬 | 2.88% | 00.0% | 不變 |
| Oldfather Financial Services, LLC | 59,605 | $418.7 萬 | 1.60% | −4,971−7.7% | 減碼 |
| Regions Financial Corp | 59,878 | $420.6 萬 | 0.03% | −6,743−10.1% | 減碼 |
| HAP Trading, LLC | 59,934 | $421.0 萬 | 1.41% | +22,197+58.8% | 加碼 |
| BWM Planning, LLC | 60,015 | $421.5 萬 | 1.83% | 00.0% | 不變 |
| Guardian Partners Inc. | 59,273 | $424.2 萬 | 0.43% | +59,273 | 新進 |
| Peapack Gladstone Financial Corp | 60,469 | $424.7 萬 | 0.06% | −1,289−2.1% | 減碼 |
| Pitcairn Co | 60,879 | $427.6 萬 | 0.25% | +8,793+16.9% | 加碼 |
| Meeder Advisory Services, Inc. | 61,516 | $432.1 萬 | 0.27% | +1,518+2.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 61,703 | $433.4 萬 | 0.06% | −385−0.6% | 減碼 |
| Van Eck Associates Corp | 61,828 | $434.2 萬 | 0.01% | +61,828 | 新進 |
| Global Retirement Partners, LLC | 61,823 | $434.2 萬 | 0.12% | +1,976+3.3% | 加碼 |
| Connable Office Inc | 62,907 | $441.9 萬 | 0.46% | −1,224−1.9% | 減碼 |
| Commerzbank Aktiengesellschaft | 62,967 | $442.3 萬 | 0.11% | −21,185−25.2% | 減碼 |
| Qsemble Capital Management, LP | 63,039 | $442.8 萬 | 0.59% | +6,923+12.3% | 加碼 |
| Vestcor Inc | 63,156 | $443.6 萬 | 0.15% | −5,684−8.3% | 減碼 |
| AIA Group Ltd | 63,243 | $444.2 萬 | 0.11% | −5,276−7.7% | 減碼 |
| Vise Technologies, Inc. | 63,590 | $446.7 萬 | 0.37% | +9,199+16.9% | 加碼 |
| Royal Fund Management, LLC | 63,636 | $447.0 萬 | 0.49% | +44,472+232.1% | 加碼 |
| Paradigm Asset Management Co LLC | 64,352 | $452.0 萬 | 1.24% | +21,500+50.2% | 加碼 |
| Stance Capital LLC | 65,096 | $457.2 萬 | 2.83% | +65,096 | 新進 |
| Robinson Value Management, Ltd. | 65,324 | $458.8 萬 | 3.03% | −36,048−35.6% | 減碼 |
| Daymark Wealth Partners, LLC | 65,524 | $460.2 萬 | 0.19% | −8,491−11.5% | 減碼 |
| New Age Alpha Advisors, LLC | 65,905 | $462.9 萬 | 0.19% | +65,905 | 新進 |
| Ritholtz Wealth Management | 66,089 | $464.2 萬 | 0.14% | +7,954+13.7% | 加碼 |
| Brighton Jones LLC | 66,233 | $465.2 萬 | 0.13% | +25,436+62.3% | 加碼 |
| Bradley Foster & Sargent Inc | 66,820 | $469.3 萬 | 0.08% | −968−1.4% | 減碼 |
| BTG Pactual Asset Management US LLC | 67,282 | $472.6 萬 | 0.61% | +67,282 | 新進 |
| Hamilton Capital Partners Inc. | 67,374 | $473.2 萬 | 0.35% | +4,185+6.6% | 加碼 |
| Trajan Wealth LLC | 67,690 | $475.5 萬 | 0.26% | +6,852+11.3% | 加碼 |
| Sterling Capital Management LLC | 68,156 | $478.7 萬 | 0.07% | −5,869−7.9% | 減碼 |
| Portfolio Design Labs, LLC | 68,158 | $478.7 萬 | 0.98% | +11,844+21.0% | 加碼 |
| Warren Averett Asset Management, LLC | 68,313 | $479.8 萬 | 0.07% | +14,103+26.0% | 加碼 |
| HighPoint Advisor Group LLC | 62,626 | $493.1 萬 | 0.27% | +1,119+1.8% | 加碼 |
| Bryn Mawr Trust Co | 70,430 | $494.7 萬 | 0.09% | +10,057+16.7% | 加碼 |
| Picton Mahoney Asset Management | 71,259 | $500.4 萬 | 0.19% | −1,521−2.1% | 減碼 |
| Culbertson A N & Co Inc | 71,406 | $501.6 萬 | 0.80% | +5,219+7.9% | 加碼 |
| R.H. Investment Group, LLC | 71,978 | $505.6 萬 | 4.77% | +71,978 | 新進 |
| Richard Bernstein Advisors LLC | 72,255 | $507.5 萬 | 0.11% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 72,365 | $508.3 萬 | 0.08% | −319−0.4% | 減碼 |
| First National Advisers, LLC | 72,488 | $509.1 萬 | 0.82% | +3,503+5.1% | 加碼 |
| Bleakley Financial Group, LLC | 72,893 | $512.0 萬 | 0.15% | +4,482+6.6% | 加碼 |
| Bahl & Gaynor Inc | 73,038 | $513.0 萬 | 0.03% | −432−0.6% | 減碼 |
| Burney Co | 73,907 | $519.1 萬 | 0.18% | +37,324+102.0% | 加碼 |
| NorthRock Partners, LLC | 73,933 | $519.3 萬 | 0.17% | −3,001−3.9% | 減碼 |
| Weik Capital Management | 74,118 | $520.6 萬 | 2.12% | −555−0.7% | 減碼 |
| Greenleaf Trust | 74,153 | $520.9 萬 | 0.05% | +1,791+2.5% | 加碼 |
| Sustainable Insight Capital Management, LLC | 74,200 | $521.2 萬 | 2.28% | +74,200 | 新進 |
| Aware Super Pty Ltd as trustee of Aware Super | 74,304 | $521.9 萬 | 0.08% | +74,304 | 新進 |
| Axxcess Wealth Management, LLC | 74,577 | $523.8 萬 | 0.13% | −5,456−6.8% | 減碼 |
| HighMark Wealth Management LLC | 74,799 | $525.4 萬 | 3.02% | +290.0% | 加碼 |
| TD Private Client Wealth LLC | 74,829 | $525.6 萬 | 0.15% | −1,925−2.5% | 減碼 |
| Alpha DNA Investment Management LLC | 75,109 | $527.6 萬 | 2.88% | +40,171+115.0% | 加碼 |
| Synovus Financial Corp | 75,287 | $528.9 萬 | 0.07% | −23,762−24.0% | 減碼 |
| Gotham Asset Management, LLC | 75,310 | $529.0 萬 | 0.05% | +2,064+2.8% | 加碼 |
| Americana Partners, LLC | 75,791 | $532.4 萬 | 0.22% | +67,001+762.2% | 加碼 |
| Bard Financial Services, Inc. | 75,830 | $532.6 萬 | 0.64% | −12,525−14.2% | 減碼 |
| Groupama Asset Managment | 75,652 | $532.7 萬 | 0.11% | +17,841+30.9% | 加碼 |
| Resources Investment Advisors, LLC. | 76,139 | $534.8 萬 | 0.06% | −83,567−52.3% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 76,415 | $536.7 萬 | 0.56% | −4,686−5.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 76,476 | $537.2 萬 | 0.08% | −20,269−21.0% | 減碼 |
| Independent Advisor Alliance | 76,972 | $540.7 萬 | 0.07% | +13,305+20.9% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $540.8 萬 | 0.66% | 00.0% | 不變 |
| PEAK6 LLC | 77,044 | $541.2 萬 | 0.21% | +77,044 | 新進 |
| Kingsview Wealth Management, LLC | 77,045 | $541.2 萬 | 0.11% | −929−1.2% | 減碼 |
| Barr E S & Co | 77,694 | $545.7 萬 | 0.32% | −1,594−2.0% | 減碼 |
| Brookmont Capital Management | 77,730 | $546.0 萬 | 2.92% | −8,954−10.3% | 減碼 |
| Apollon Wealth Management, LLC | 78,368 | $550.5 萬 | 0.13% | +4,865+6.6% | 加碼 |
| United Services Automobile Association | 78,455 | $551.1 萬 | 0.18% | −1,518−1.9% | 減碼 |
| Horizon Investments, LLC | 79,320 | $554.4 萬 | 0.16% | +1,267+1.6% | 加碼 |
| Farther Finance Advisors, LLC | 79,542 | $558.7 萬 | 0.20% | +856+1.1% | 加碼 |
| Wolverine Trading, LLC | 79,761 | $561.6 萬 | 0.13% | −1,441−1.8% | 減碼 |
| Woodward Diversified Capital, LLC | 80,656 | $566.5 萬 | 4.16% | −225−0.3% | 減碼 |
| Twin Capital Management Inc | 80,724 | $567.0 萬 | 0.62% | +1,072+1.3% | 加碼 |
| Pensionmark Financial Group, LLC | 80,928 | $568.4 萬 | 0.16% | +5,496+7.3% | 加碼 |
| Banco Santander, S.A. | 81,149 | $570.0 萬 | 0.07% | −2,224−2.7% | 減碼 |
| Jefferies Financial Group Inc. | 81,180 | $570.2 萬 | 0.06% | +58,797+262.7% | 加碼 |
| Catalyst Funds Management Pty Ltd | 83,100 | $583.7 萬 | 1.44% | +42,000+102.2% | 加碼 |
| Continental Advisors LLC | 83,106 | $583.7 萬 | 4.43% | −8,800−9.6% | 減碼 |
| Plato Investment Management Ltd | 82,926 | $584.6 萬 | 0.43% | +8,361+11.2% | 加碼 |
| HB Wealth Management, LLC | 83,709 | $588.0 萬 | 0.06% | +10,711+14.7% | 加碼 |
| Clayton Partners LLC | 83,899 | $589.3 萬 | 4.08% | −4,366−4.9% | 減碼 |
| Harvest Portfolios Group Inc. | 85,189 | $598.4 萬 | 0.20% | −18,939−18.2% | 減碼 |
| Mill Capital Management, LLC | 85,455 | $600.2 萬 | 0.47% | 00.0% | 不變 |
| Mission Wealth Management, LP | 85,679 | $601.8 萬 | 0.14% | +3,813+4.7% | 加碼 |
| King Luther Capital Management Corp | 86,082 | $604.6 萬 | 0.03% | +402+0.5% | 加碼 |
| Argent Trust Co | 86,367 | $606.6 萬 | 0.25% | −5,918−6.4% | 減碼 |
| Wesleyan Assurance Society | 86,500 | $607.9 萬 | 0.47% | 00.0% | 不變 |
| Stephens Inc | 87,312 | $613.3 萬 | 0.09% | −206−0.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 87,552 | $615.0 萬 | 0.20% | −2,571−2.9% | 減碼 |
| Drucker Wealth 3.0, LLC | 87,603 | $615.3 萬 | 1.42% | −1,758−2.0% | 減碼 |
| Kempen Capital Management N.V. | 87,808 | $616.8 萬 | 0.06% | +87,808 | 新進 |
| Gifford Fong Associates | 88,052 | $618.5 萬 | 1.52% | 00.0% | 不變 |
| Olstein Capital Management, L.P. | 89,000 | $625.1 萬 | 1.10% | −35,000−28.2% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $638.5 萬 | 0.22% | 00.0% | 不變 |
| Oddo BHF Asset Management SAS | 91,366 | $641.8 萬 | 0.32% | +12,557+15.9% | 加碼 |
| Hantz Financial Services, Inc. | 91,543 | $643.0 萬 | 0.11% | +88,036+2,510.3% | 加碼 |
| Clearstead Advisors, LLC | 91,702 | $644.1 萬 | 0.10% | −556−0.6% | 減碼 |
| Semmax Financial Advisors Inc. | 81,559 | $646.4 萬 | 1.72% | −11,560−12.4% | 減碼 |