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 2,883 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 5,785 | $40.6 萬 | 0.03% | +334+6.1% | 加碼 |
| MSH Capital Advisors LLC | 5,788 | $40.7 萬 | 0.13% | −5−0.1% | 減碼 |
| Florida Financial Advisors, LLC | 5,797 | $40.7 萬 | 0.18% | +1,294+28.7% | 加碼 |
| Mezzasalma Advisors, LLC | 5,807 | $40.8 萬 | 0.13% | +1,245+27.3% | 加碼 |
| First Financial Corp | 5,809 | $40.8 萬 | 0.19% | −477−7.6% | 減碼 |
| WMS Partners, LLC | 5,822 | $40.9 萬 | 0.02% | +5,822 | 新進 |
| 180 Wealth Advisors, LLC | 5,836 | $41.0 萬 | 0.06% | −175−2.9% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 5,839 | $41.0 萬 | 0.11% | +137+2.4% | 加碼 |
| ERTS Wealth Advisors, LLC | 5,846 | $41.1 萬 | 0.08% | −658−10.1% | 減碼 |
| Arcataur Capital Management LLC | 5,854 | $41.1 萬 | 0.14% | 00.0% | 不變 |
| Searle & Co. | 5,887 | $41.4 萬 | 0.12% | +5,887 | 新進 |
| AA Financial Advisors, LLC | 5,895 | $41.4 萬 | 0.11% | 00.0% | 不變 |
| Pioneer Trust Bank N A | 5,900 | $41.4 萬 | 0.10% | 00.0% | 不變 |
| Stiles Financial Services Inc | 5,904 | $41.5 萬 | 0.15% | −121−2.0% | 減碼 |
| Fruth Investment Management | 5,918 | $41.5 萬 | 0.11% | −300−4.8% | 減碼 |
| Traphagen Investment Advisors LLC | 5,910 | $41.5 萬 | 0.04% | −532−8.3% | 減碼 |
| 17 Capital Partners, LLC | 5,923 | $41.6 萬 | 0.26% | +2,005+51.2% | 加碼 |
| Parsons Capital Management Inc | 5,931 | $41.7 萬 | 0.02% | +177+3.1% | 加碼 |
| CVA Family Office, LLC | 5,969 | $41.9 萬 | 0.07% | +826+16.1% | 加碼 |
| Arrow Financial Corp | 5,983 | $42.0 萬 | 0.04% | 00.0% | 不變 |
| SG Americas Securities, LLC | 6,014 | $42.2 萬 | 0.00% | −272,333−97.8% | 減碼 |
| Silverlake Wealth Management LLC | 6,025 | $42.3 萬 | 0.16% | +5+0.1% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,026 | $42.3 萬 | 0.10% | −116−1.9% | 減碼 |
| First National Bank of Hutchinson | 6,029 | $42.3 萬 | 0.26% | +6,029 | 新進 |
| WFA Asset Management Corp | 6,032 | $42.4 萬 | 0.23% | +5,424+892.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 6,032 | $42.4 萬 | 0.00% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 6,045 | $42.5 萬 | 0.32% | +20.0% | 加碼 |
| Duncker Streett & Co Inc | 6,049 | $42.5 萬 | 0.08% | +728+13.7% | 加碼 |
| Spartan Planning & Wealth Management | 6,052 | $42.5 萬 | 0.39% | +6,052 | 新進 |
| GF Fund Management Co. Ltd. | 6,055 | $42.5 萬 | 0.01% | +6,055 | 新進 |
| Burton Enright Welch | 6,058 | $42.6 萬 | 0.09% | +62+1.0% | 加碼 |
| LongView Wealth Management | 6,082 | $42.7 萬 | 0.13% | +22+0.4% | 加碼 |
| Well Done, LLC | 7,564 | $42.7 萬 | 0.08% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 6,088 | $42.8 萬 | 0.04% | +1,790+41.6% | 加碼 |
| Univest Financial Corp | 6,094 | $42.8 萬 | 0.03% | +10.0% | 加碼 |
| SPC Financial, Inc. | 6,099 | $42.8 萬 | 0.04% | +154+2.6% | 加碼 |
| VSM Wealth Advisory, LLC | 6,108 | $42.9 萬 | 0.15% | +6,108 | 新進 |
| M3 Advisory Group, LLC | 6,152 | $43.2 萬 | 0.31% | −4−0.1% | 減碼 |
| Lakeridge Wealth Management LLC | 6,167 | $43.3 萬 | 0.22% | +52+0.9% | 加碼 |
| First National Bank & Trust Co of Newtown | 6,178 | $43.4 萬 | 0.09% | −1,110−15.2% | 減碼 |
| Zullo Investment Group, Inc. | 6,180 | $43.4 萬 | 0.18% | +333+5.7% | 加碼 |
| Steel Peak Wealth Management LLC | 6,195 | $43.5 萬 | 0.02% | −1,128−15.4% | 減碼 |
| First Citizens Financial Corp | 6,198 | $43.5 萬 | 0.24% | +2,498+67.5% | 加碼 |
| Nichols & Pratt Advisers LLP | 6,200 | $43.5 萬 | 0.03% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 6,201 | $43.6 萬 | 0.02% | −517−7.7% | 減碼 |
| Heritage Investment Group, Inc. | 6,205 | $43.6 萬 | 0.08% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 6,206 | $43.6 萬 | 0.06% | +4+0.1% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 6,207 | $43.6 萬 | 0.20% | −451−6.8% | 減碼 |
| CenterBook Partners LP | 6,210 | $43.6 萬 | 0.03% | −6,829−52.4% | 減碼 |
| TBH Global Asset Management, LLC | 6,211 | $43.6 萬 | 0.10% | −66−1.1% | 減碼 |
| McAdam, LLC | 6,223 | $43.7 萬 | 0.02% | +596+10.6% | 加碼 |
| Oakworth Capital, Inc. | 6,228 | $43.7 萬 | 0.03% | 00.0% | 不變 |
| Legacy Bridge, LLC | 6,229 | $43.8 萬 | 0.23% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 6,250 | $43.9 萬 | 0.01% | −4,000−39.0% | 減碼 |
| Family Firm, Inc. | 6,259 | $44.0 萬 | 0.10% | +4+0.1% | 加碼 |
| Fortress Financial Group, LLC | 6,261 | $44.0 萬 | 0.44% | +6,261 | 新進 |
| Austin Private Wealth, LLC | 6,272 | $44.1 萬 | 0.04% | +6,272 | 新進 |
| Advisory Alpha, LLC | 6,273 | $44.1 萬 | 0.02% | +405+6.9% | 加碼 |
| APCM Wealth Management for Individuals | 6,284 | $44.1 萬 | 0.07% | −713−10.2% | 減碼 |
| Optas, LLC | 6,292 | $44.2 萬 | 0.10% | +1,185+23.2% | 加碼 |
| Front Row Advisors LLC | 6,293 | $44.2 萬 | 0.15% | 00.0% | 不變 |
| Permanens Capital L.P. | 6,298 | $44.2 萬 | 0.08% | −1,276−16.8% | 減碼 |
| Financial Advocates Investment Management | 6,298 | $44.2 萬 | 0.03% | +46+0.7% | 加碼 |
| Morris Financial Concepts, Inc. | 6,306 | $44.3 萬 | 0.19% | 00.0% | 不變 |
| Alpha Advisors, LLC | 6,332 | $44.5 萬 | 0.46% | +6,332 | 新進 |
| WoodTrust Financial Corp | 6,338 | $44.5 萬 | 0.06% | +342+5.7% | 加碼 |
| Allegheny Financial Group LTD | 6,347 | $44.6 萬 | 0.11% | +103+1.6% | 加碼 |
| Occidental Asset Management, LLC | 6,365 | $44.7 萬 | 0.07% | +5+0.1% | 加碼 |
| Prosperity Consulting Group, LLC | 6,372 | $44.8 萬 | 0.03% | +1,290+25.4% | 加碼 |
| Callan Capital, LLC | 6,397 | $44.9 萬 | 0.03% | +373+6.2% | 加碼 |
| Verus Capital Partners, LLC | 6,404 | $45.0 萬 | 0.04% | +77+1.2% | 加碼 |
| Sentry Investment Management LLC | 6,423 | $45.1 萬 | 0.21% | −1,046−14.0% | 減碼 |
| Bristlecone Advisors, LLC | 6,429 | $45.2 萬 | 0.04% | −87−1.3% | 減碼 |
| Richard W. Paul & Associates, LLC | 6,440 | $45.2 萬 | 0.16% | −291−4.3% | 減碼 |
| Oxford Financial Group Ltd | 6,459 | $45.4 萬 | 0.03% | −329−4.8% | 減碼 |
| Bingham Private Wealth, LLC | 6,467 | $45.4 萬 | 0.48% | +6,467 | 新進 |
| Axis Wealth Partners, LLC | 6,467 | $45.4 萬 | 0.38% | +6,467 | 新進 |
| Colonial Trust Co | 6,478 | $45.5 萬 | 0.07% | −79−1.2% | 減碼 |
| Westhampton Capital, LLC | 6,490 | $45.6 萬 | 0.23% | −500−7.2% | 減碼 |
| Michael A. Dubis Financial Planning, LLC | 6,492 | $45.6 萬 | 0.44% | +6,492 | 新進 |
| PharVision Advisers, LLC | 6,495 | $45.6 萬 | 0.39% | +6,495 | 新進 |
| Ayrshire Capital Management LLC | 6,500 | $45.7 萬 | 0.22% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 6,514 | $45.8 萬 | 0.09% | +10.0% | 加碼 |
| Interchange Capital Partners, LLC | 6,520 | $45.8 萬 | 0.17% | −1,695−20.6% | 減碼 |
| Canopy Partners, LLC | 6,531 | $45.9 萬 | 0.18% | +24+0.4% | 加碼 |
| San Luis Wealth Advisors LLC | 6,529 | $45.9 萬 | 0.09% | −2,289−26.0% | 減碼 |
| Petros Family Wealth, LLC | 6,557 | $46.1 萬 | 0.50% | +6,557 | 新進 |
| Ameriflex Group, Inc. | 5,850 | $46.1 萬 | 0.21% | +5,850 | 新進 |
| Chilton Capital Management LLC | 6,588 | $46.3 萬 | 0.02% | −6,156−48.3% | 減碼 |
| Lynch & Associates | 6,606 | $46.4 萬 | 0.10% | −647−8.9% | 減碼 |
| Fortem Financial Group, LLC | 6,609 | $46.4 萬 | 0.18% | −149−2.2% | 減碼 |
| Seven Mile Advisory | 6,636 | $46.6 萬 | 0.30% | +430+6.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,639 | $46.6 萬 | 0.03% | +454+7.3% | 加碼 |
| Crown Wealth Group, LLC | 6,648 | $46.7 萬 | 0.19% | +140+2.2% | 加碼 |
| Coastline Trust Co | 6,648 | $46.7 萬 | 0.05% | +476+7.7% | 加碼 |
| Cassaday & Co Wealth Management LLC | 6,653 | $46.7 萬 | 0.01% | +96+1.5% | 加碼 |
| Virtue Capital Management, LLC | 6,656 | $46.8 萬 | 0.09% | +6,656 | 新進 |
| First Fiduciary Investment Counsel, Inc. | 6,670 | $46.9 萬 | 0.10% | +1,390+26.3% | 加碼 |
| Diversified Enterprises, LLC | 6,696 | $46.9 萬 | 0.04% | +222+3.4% | 加碼 |
| Belmont Capital, LLC | 6,690 | $47.0 萬 | 0.08% | −100−1.5% | 減碼 |