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
- 2,564
- 較 2024 年第 3 季 +360 家
- 持有股數
- 25.3 億
- 較 2024 年第 3 季 +575.4 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 830 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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 30,277 | $212.7 萬 | 0.19% | −176−0.6% | 減碼 |
| Scott & Selber, Inc. | 30,222 | $212.3 萬 | 0.64% | −190−0.6% | 減碼 |
| Westpac Banking Corp | 30,131 | $211.6 萬 | 0.14% | +18,896+168.2% | 加碼 |
| Alaska Permanent Fund Corp | 29,947 | $210.3 萬 | 0.03% | 00.0% | 不變 |
| Carret Asset Management, LLC | 29,897 | $210.0 萬 | 0.23% | −275−0.9% | 減碼 |
| Founders Financial Securities LLC | 29,819 | $209.4 萬 | 0.19% | +17+0.1% | 加碼 |
| Fisher Asset Management, LLC | 29,789 | $209.2 萬 | 0.00% | +4,956+20.0% | 加碼 |
| Peak Asset Management, LLC | 29,788 | $209.2 萬 | 0.39% | −115−0.4% | 減碼 |
| Congress Park Capital LLC | 29,760 | $209.0 萬 | 0.76% | +29,760 | 新進 |
| Pacifica Partners Inc. | 29,743 | $208.8 萬 | 0.90% | −490−1.6% | 減碼 |
| NVWM, LLC | 29,673 | $208.4 萬 | 0.53% | −749−2.5% | 減碼 |
| Shelton Wealth Management, LLC | 29,635 | $208.2 萬 | 1.14% | +20+0.1% | 加碼 |
| Xcel Wealth Management, LLC | 29,569 | $207.7 萬 | 0.58% | −482−1.6% | 減碼 |
| Marco Investment Management LLC | 29,501 | $207.2 萬 | 0.18% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 29,424 | $206.7 萬 | 0.03% | −2,289−7.2% | 減碼 |
| Aspire Private Capital, LLC | 29,151 | $204.8 萬 | 0.51% | +362+1.3% | 加碼 |
| Argent Advisors, Inc. | 28,905 | $203.0 萬 | 0.75% | −285−1.0% | 減碼 |
| Aptus Capital Advisors, LLC | 28,685 | $201.5 萬 | 0.02% | +813+2.9% | 加碼 |
| Baker Avenue Asset Management, LP | 28,653 | $201.3 萬 | 0.06% | +502+1.8% | 加碼 |
| Harbour Investments, Inc. | 28,650 | $201.2 萬 | 0.06% | +821+3.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 28,567 | $200.7 萬 | 0.16% | −4,415−13.4% | 減碼 |
| N.E.W. Advisory Services LLC | 28,416 | $199.6 萬 | 0.19% | −174−0.6% | 減碼 |
| Raiffeisen Bank International AG | 28,297 | $199.2 萬 | 0.03% | +28,297 | 新進 |
| Rothschild Investment LLC | 28,347 | $199.1 萬 | 0.13% | +280+1.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 28,294 | $198.7 萬 | 0.65% | +7,822+38.2% | 加碼 |
| Mystic Asset Management, Inc. | 28,285 | $198.7 萬 | 0.53% | −710−2.4% | 減碼 |
| Aviso Wealth Management | 28,278 | $198.6 萬 | 1.01% | +11,683+70.4% | 加碼 |
| Banco BTG Pactual S.A. | 28,111 | $197.3 萬 | 0.46% | +28,111 | 新進 |
| Nicholas Hoffman & Company, LLC. | 28,011 | $196.7 萬 | 0.08% | +230+0.8% | 加碼 |
| Blue Capital, Inc. | 28,003 | $196.7 萬 | 1.39% | +28,003 | 新進 |
| Conning Inc. | 27,896 | $195.9 萬 | 0.07% | −2,498−8.2% | 減碼 |
| Potomac Fund Management Inc | 27,875 | $195.8 萬 | 0.11% | +27,875 | 新進 |
| One Wealth Advisors, LLC | 27,728 | $194.8 萬 | 0.29% | +2,515+10.0% | 加碼 |
| We Are One Seven, LLC | 27,590 | $193.8 萬 | 0.07% | −1,221−4.2% | 減碼 |
| Lummis Asset Management, LP | 27,559 | $193.6 萬 | 2.45% | −515−1.8% | 減碼 |
| Apella Capital, LLC | 27,537 | $193.4 萬 | 0.07% | −23−0.1% | 減碼 |
| GTS Securities LLC | 27,225 | $191.2 萬 | 0.09% | −108,017−79.9% | 減碼 |
| Terry L. Blaker | 27,221 | $191.2 萬 | 0.07% | +107+0.4% | 加碼 |
| Evergreen Capital Management LLC | 27,166 | $190.8 萬 | 0.06% | +263+1.0% | 加碼 |
| GM Advisory Group, Inc. | 27,131 | $190.6 萬 | 0.11% | +10,002+58.4% | 加碼 |
| Northside Capital Management, LLC | 27,127 | $190.5 萬 | 0.51% | 00.0% | 不變 |
| Virtu Financial LLC | 26,930 | $189.2 萬 | 0.10% | +26,930 | 新進 |
| Whittier Trust Co of Nevada Inc | 26,885 | $188.8 萬 | 0.05% | −184−0.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 26,850 | $188.6 萬 | 0.06% | +304+1.1% | 加碼 |
| Islay Capital Management, LLC | 26,651 | $187.2 萬 | 1.30% | +1,216+4.8% | 加碼 |
| Everett Harris & Co | 26,621 | $187.0 萬 | 0.02% | −178−0.7% | 減碼 |
| National Philanthropic Trust | 26,502 | $186.2 萬 | 0.03% | +1,421+5.7% | 加碼 |
| Hedges Asset Management LLC | 26,500 | $186.1 萬 | 1.23% | −7,600−22.3% | 減碼 |
| St. Louis Financial Planners Asset Management, LLC | 26,413 | $185.5 萬 | 1.34% | +26,413 | 新進 |
| Coastwise Capital Group, LLC | 26,401 | $185.4 萬 | 1.48% | −35−0.1% | 減碼 |
| OneAscent Financial Services LLC | 26,389 | $185.4 萬 | 0.16% | +6,376+31.9% | 加碼 |
| Resources Management Corp | 26,240 | $184.3 萬 | 0.25% | −240−0.9% | 減碼 |
| Mutual Advisors, LLC | 24,198 | $183.8 萬 | 0.05% | +5,217+27.5% | 加碼 |
| Private Trust Co NA | 26,119 | $183.5 萬 | 0.19% | +1,224+4.9% | 加碼 |
| Walter & Keenan Financial Consulting Co | 26,051 | $183.0 萬 | 0.55% | +93+0.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 25,959 | $182.3 萬 | 0.05% | +6,008+30.1% | 加碼 |
| Howard Capital Management Inc. | 25,885 | $181.8 萬 | 0.03% | +1,154+4.7% | 加碼 |
| Lake Street Advisors Group, LLC | 25,688 | $180.4 萬 | 0.08% | +1,409+5.8% | 加碼 |
| Integrated Investment Consultants, LLC | 25,586 | $179.7 萬 | 0.37% | +17,241+206.6% | 加碼 |
| Jeppson Wealth Management, LLC | 25,515 | $179.2 萬 | 0.65% | −625−2.4% | 減碼 |
| Vista Investment Management | 25,487 | $179.0 萬 | 0.68% | −2,559−9.1% | 減碼 |
| Gilbert & Cook, Inc. | 25,389 | $178.3 萬 | 0.25% | +10,025+65.2% | 加碼 |
| Chemistry Wealth Management LLC | 25,326 | $177.9 萬 | 0.42% | +270+1.1% | 加碼 |
| Drive Wealth Management, LLC | 24,972 | $175.4 萬 | 0.43% | +823+3.4% | 加碼 |
| FSB Premier Wealth Management, Inc. | 24,958 | $175.3 萬 | 0.70% | −738−2.9% | 減碼 |
| Cadinha & Co LLC | 24,954 | $175.3 萬 | 0.29% | +382+1.6% | 加碼 |
| London Co of Virginia | 24,901 | $174.9 萬 | 0.01% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 24,881 | $174.8 萬 | 0.03% | +3,398+15.8% | 加碼 |
| Campbell & CO Investment Adviser LLC | 24,805 | $174.2 萬 | 0.13% | +7,309+41.8% | 加碼 |
| Dynasty Wealth Management, LLC | 24,686 | $173.4 萬 | 0.03% | −2,232−8.3% | 減碼 |
| Davidson Trust Co | 24,356 | $171.1 萬 | 0.88% | +97+0.4% | 加碼 |
| Laurel Wealth Advisors LLC | 24,322 | $170.8 萬 | 0.27% | −58−0.2% | 減碼 |
| Meridian Investment Counsel Inc. | 24,295 | $170.6 萬 | 0.51% | −2,086−7.9% | 減碼 |
| Trinity Financial Advisors LLC | 24,252 | $170.2 萬 | 0.65% | −65−0.3% | 減碼 |
| Silvercrest Asset Management Group LLC | 24,075 | $169.1 萬 | 0.01% | +862+3.7% | 加碼 |
| Summit Financial, LLC | 24,029 | $168.8 萬 | 0.06% | +1,275+5.6% | 加碼 |
| Insight Advisors, LLC | 23,948 | $168.6 萬 | 0.29% | −66−0.3% | 減碼 |
| Smartleaf Asset Management LLC | 23,929 | $168.5 萬 | 0.17% | +5,878+32.6% | 加碼 |
| Sather Financial Group Inc | 23,983 | $168.5 萬 | 0.11% | +14,532+153.8% | 加碼 |
| Fort Sheridan Advisors LLC | 23,980 | $168.4 萬 | 0.25% | −775−3.1% | 減碼 |
| Equitable Trust Co | 23,924 | $168.0 萬 | 0.09% | +4,242+21.6% | 加碼 |
| Soltis Investment Advisors LLC | 23,859 | $167.6 萬 | 0.16% | +875+3.8% | 加碼 |
| Fiduciary Group LLC | 23,832 | $167.4 萬 | 0.17% | −1,858−7.2% | 減碼 |
| Arete Wealth Advisors, LLC | 24,233 | $167.3 萬 | 0.12% | +17,712+271.6% | 加碼 |
| Holderness Investments Co | 23,710 | $166.5 萬 | 0.37% | −1,802−7.1% | 減碼 |
| First Horizon Advisors, Inc. | 23,639 | $166.0 萬 | 0.05% | −571−2.4% | 減碼 |
| Wealthspire Advisors, LLC | 23,611 | $165.8 萬 | 0.02% | +2,507+11.9% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 23,575 | $165.6 萬 | 0.12% | +23,575 | 新進 |
| Hardin Capital Partners, LLC | 16,548 | $164.9 萬 | 1.00% | −99−0.6% | 減碼 |
| Sunbelt Securities, Inc. | 23,415 | $164.9 萬 | 0.15% | −415−1.7% | 減碼 |
| Integrated Advisors Network LLC | 23,469 | $164.8 萬 | 0.08% | −6,178−20.8% | 減碼 |
| Skopos Labs, Inc. | 23,269 | $163.4 萬 | 0.49% | +1,051+4.7% | 加碼 |
| XTX Topco Ltd | 23,233 | $163.2 萬 | 0.14% | +23,233 | 新進 |
| Beese Fulmer Investment Management, Inc. | 23,231 | $163.2 萬 | 0.14% | −593−2.5% | 減碼 |
| Aventura Private Wealth, LLC | 23,141 | $162.5 萬 | 0.88% | +23,141 | 新進 |
| Leavell Investment Management, Inc. | 23,132 | $162.5 萬 | 0.08% | +1,790+8.4% | 加碼 |
| Premier Path Wealth Partners, LLC | 23,131 | $162.5 萬 | 0.25% | −20,835−47.4% | 減碼 |
| Citizens National Bank Trust Department | 23,127 | $162.4 萬 | 0.34% | −1,500−6.1% | 減碼 |
| Hartford Funds Management Co LLC | 23,066 | $162.0 萬 | 0.15% | +2,082+9.9% | 加碼 |
| Level Four Advisory Services, LLC | 22,943 | $161.2 萬 | 0.07% | +271+1.2% | 加碼 |