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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 22,926 | $161.0 萬 | 0.05% | +3,002+15.1% | 加碼 |
| Venture Visionary Partners LLC | 22,868 | $160.6 萬 | 0.07% | −3,418−13.0% | 減碼 |
| Buffington Mohr McNeal | 22,802 | $160.2 萬 | 0.27% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,758 | $159.9 萬 | 0.04% | +1,253+5.8% | 加碼 |
| Trust Co of Toledo NA | 22,735 | $159.7 萬 | 0.21% | −1,058−4.4% | 減碼 |
| Rossmore Private Capital | 22,624 | $158.9 萬 | 0.20% | 00.0% | 不變 |
| Winebrenner Capital Management LLC | 22,566 | $158.5 萬 | 1.22% | +22,566 | 新進 |
| Schechter Investment Advisors, LLC | 22,562 | $158.5 萬 | 0.12% | −863−3.7% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 22,501 | $158.0 萬 | 0.11% | +144+0.6% | 加碼 |
| One Capital Management, LLC | 22,476 | $157.9 萬 | 0.05% | 00.0% | 不變 |
| Weiss Asset Management LP | 22,428 | $157.5 萬 | 0.04% | −162,576−87.9% | 減碼 |
| FOCUS Wealth Advisors, LLC | 22,310 | $156.7 萬 | 0.83% | +22,310 | 新進 |
| GeoWealth Management, LLC | 22,309 | $156.7 萬 | 0.05% | +4,243+23.5% | 加碼 |
| Burke & Herbert Bank & Trust Co | 22,306 | $156.7 萬 | 0.37% | −55−0.2% | 減碼 |
| Cove Street Capital, LLC | 22,150 | $155.6 萬 | 1.82% | 00.0% | 不變 |
| Potentia Wealth | 22,112 | $155.3 萬 | 0.69% | +22,112 | 新進 |
| Arkadios Wealth Advisors | 22,111 | $155.3 萬 | 0.08% | +2,310+11.7% | 加碼 |
| Fieldview Capital Management, LLC | 22,097 | $155.2 萬 | 0.24% | +22,097 | 新進 |
| Collar Capital Management, LLC | 22,085 | $155.1 萬 | 1.29% | +22,085 | 新進 |
| Aspiriant, LLC | 22,051 | $154.9 萬 | 0.06% | −2,379−9.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 22,043 | $154.8 萬 | 0.02% | −826−3.6% | 減碼 |
| Myriad Asset Management US LP | 21,997 | $154.5 萬 | 1.04% | +21,997 | 新進 |
| Country Club Bank | 21,926 | $154.4 萬 | 0.10% | +78+0.4% | 加碼 |
| Tealwood Asset Management Inc | 21,790 | $153.1 萬 | 0.63% | −2,174−9.1% | 減碼 |
| Pflug Koory, LLC | 21,741 | $152.7 萬 | 0.77% | −20−0.1% | 減碼 |
| Fiduciary Alliance LLC | 21,667 | $152.2 萬 | 0.15% | +21,667 | 新進 |
| SeaCrest Wealth Management, LLC | 21,621 | $151.9 萬 | 0.16% | +3,305+18.0% | 加碼 |
| Welch Group, LLC | 21,545 | $151.7 萬 | 0.07% | +185+0.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 21,572 | $151.5 萬 | 0.09% | +855+4.1% | 加碼 |
| Greenup Street Wealth Management LLC | 21,517 | $151.1 萬 | 0.30% | +21,517 | 新進 |
| Cito Capital Group, LLC | 21,503 | $151.0 萬 | 0.56% | 00.0% | 不變 |
| LJI Wealth Management, LLC | 21,303 | $149.6 萬 | 0.29% | −1,184−5.3% | 減碼 |
| Martin & Co Inc | 21,199 | $148.9 萬 | 0.37% | −1,041−4.7% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 21,072 | $148.0 萬 | 0.18% | −37−0.2% | 減碼 |
| Citadel Investment Advisory, Inc. | 21,041 | $147.8 萬 | 0.77% | −50−0.2% | 減碼 |
| Carlson Capital L P | 21,000 | $147.5 萬 | 0.87% | +21,000 | 新進 |
| Louisbourg Investments Inc. | 29,244 | $147.4 萬 | 0.39% | 00.0% | 不變 |
| JT Stratford LLC | 20,982 | $147.4 萬 | 0.24% | +1,142+5.8% | 加碼 |
| PCJ Investment Counsel Ltd. | 20,850 | $146.5 萬 | 0.49% | +20,850 | 新進 |
| RIA Advisory Group LLC | 20,849 | $146.4 萬 | 0.50% | −411−1.9% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 20,787 | $146.0 萬 | 0.56% | −50,558−70.9% | 減碼 |
| Unique Wealth Strategies, LLC | 20,784 | $146.0 萬 | 0.64% | −1,559−7.0% | 減碼 |
| Main Street Research LLC | 20,775 | $145.9 萬 | 0.09% | +62+0.3% | 加碼 |
| Mather Group, LLC. | 20,744 | $145.7 萬 | 0.02% | +610+3.0% | 加碼 |
| First Financial Bank - Trust Division | 20,740 | $145.7 萬 | 0.14% | −119−0.6% | 減碼 |
| Washington Trust Co | 20,722 | $145.5 萬 | 0.05% | −2,028−8.9% | 減碼 |
| Modera Wealth Management, LLC | 20,562 | $144.4 萬 | 0.02% | +2,548+14.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 20,532 | $144.2 萬 | 0.10% | +449+2.2% | 加碼 |
| Sabal Trust CO | 20,528 | $144.2 萬 | 0.08% | +9,616+88.1% | 加碼 |
| Sendero Wealth Management, LLC | 20,517 | $144.1 萬 | 0.21% | −1,168−5.4% | 減碼 |
| CX Institutional | 20,433 | $143.5 萬 | 0.06% | +1,222+6.4% | 加碼 |
| Cetera Trust Company, N.A | 20,426 | $143.5 萬 | 0.93% | −222−1.1% | 減碼 |
| Ransom Advisory, Ltd | 20,386 | $143.2 萬 | 0.66% | −1,750−7.9% | 減碼 |
| Penobscot Investment Management Company, Inc. | 20,361 | $143.0 萬 | 0.13% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 20,297 | $142.6 萬 | 0.17% | −1,951−8.8% | 減碼 |
| LS Investment Advisors, LLC | 20,213 | $142.0 萬 | 0.21% | 00.0% | 不變 |
| Valtinson Bruner Financial Planning LLC | 20,147 | $141.5 萬 | 0.49% | +1,608+8.7% | 加碼 |
| Kennedy Investment Group | 20,095 | $141.1 萬 | 0.64% | −325−1.6% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 20,082 | $141.1 萬 | 0.30% | +747+3.9% | 加碼 |
| Sagespring Wealth Partners, LLC | 20,039 | $140.8 萬 | 0.04% | +20,039 | 新進 |
| Harbor Advisors LLC | 20,000 | $140.5 萬 | 0.22% | 00.0% | 不變 |
| Synergy Financial Management, LLC | 24,716 | $139.6 萬 | 0.11% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 19,869 | $139.6 萬 | 0.30% | −369−1.8% | 減碼 |
| Courier Capital LLC | 19,840 | $139.4 萬 | 0.10% | −549−2.7% | 減碼 |
| Mainstay Capital Management LLC | 19,832 | $139.3 萬 | 0.21% | +4,680+30.9% | 加碼 |
| Lindbrook Capital, LLC | 19,813 | $139.2 萬 | 0.13% | −1,206−5.7% | 減碼 |
| Jump Financial, LLC | 19,750 | $138.7 萬 | 0.03% | −1,689−7.9% | 減碼 |
| Guerra Advisors Inc | 19,639 | $137.9 萬 | 0.76% | +19,639 | 新進 |
| Aaron Wealth Advisors | 19,628 | $137.9 萬 | 0.16% | +1,862+10.5% | 加碼 |
| Northern Oak Wealth Management Inc | 19,592 | $137.6 萬 | 0.17% | −2,318−10.6% | 減碼 |
| Investors Asset Management of Georgia Inc | 19,521 | $137.1 萬 | 0.67% | −93−0.5% | 減碼 |
| First Bank & Trust | 19,509 | $137.0 萬 | 0.26% | −166−0.8% | 減碼 |
| Affinity Investment Advisors, LLC | 19,423 | $136.4 萬 | 1.14% | −253−1.3% | 減碼 |
| Fulton Bank, N.A. | 19,413 | $136.4 萬 | 0.05% | −2,936−13.1% | 減碼 |
| Excalibur Management Corp | 19,406 | $136.3 萬 | 0.54% | −372−1.9% | 減碼 |
| M.E. Allison & Co., Inc. | 19,384 | $136.1 萬 | 1.50% | +19,384 | 新進 |
| Simplicity Wealth,LLC | 19,377 | $136.1 萬 | 0.28% | −20,870−51.9% | 減碼 |
| Kerrisdale Advisers, LLC | 19,346 | $135.9 萬 | 0.46% | −8,350−30.1% | 減碼 |
| American State Bank (Iowa) | 19,332 | $135.8 萬 | 0.82% | +45+0.2% | 加碼 |
| Adviser Investments LLC | 19,291 | $135.5 萬 | 0.02% | +1,427+8.0% | 加碼 |
| Chicago Capital, LLC | 19,247 | $135.2 萬 | 0.04% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 19,164 | $134.6 萬 | 0.54% | −1,539−7.4% | 減碼 |
| First National Trust Co | 19,100 | $134.2 萬 | 0.05% | −143−0.7% | 減碼 |
| Clarius Group, LLC | 19,070 | $133.9 萬 | 0.09% | −147−0.8% | 減碼 |
| Syon Capital LLC | 19,053 | $133.8 萬 | 0.12% | +246+1.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 19,001 | $133.5 萬 | 0.06% | +18,934+28,259.7% | 加碼 |
| BLB&B Advisors, LLC | 18,966 | $133.2 萬 | 0.07% | −1,207−6.0% | 減碼 |
| Gladius Capital Management LP | 18,929 | $133.0 萬 | 0.76% | +2,034+12.0% | 加碼 |
| LexAurum Advisors, LLC | 18,888 | $132.7 萬 | 0.26% | +450+2.4% | 加碼 |
| Essex Financial Services, Inc. | 18,867 | $132.5 萬 | 0.09% | −68−0.4% | 減碼 |
| Murphy Pohlad Asset Management LLC | 18,733 | $131.6 萬 | 0.57% | −1,000−5.1% | 減碼 |
| Walleye Trading LLC | 18,604 | $130.7 萬 | 0.03% | +18,604 | 新進 |
| Bridgewealth Advisory Group, LLC | 16,545 | $130.5 萬 | 0.37% | +8,729+111.7% | 加碼 |
| Everhart Financial Group, Inc. | 18,564 | $130.4 萬 | 0.27% | +1,897+11.4% | 加碼 |
| Sentry LLC | 18,522 | $130.1 萬 | 0.25% | −108−0.6% | 減碼 |
| Financial Counselors Inc | 18,519 | $130.1 萬 | 0.02% | −491−2.6% | 減碼 |
| Keystone Financial Services | 18,518 | $130.1 萬 | 0.50% | −808−4.2% | 減碼 |
| Annandale Capital, LLC | 18,515 | $130.0 萬 | 0.26% | +70.0% | 加碼 |
| Ameritas Advisory Services, LLC | 18,471 | $129.7 萬 | 0.04% | −496−2.6% | 減碼 |
| Kingswood Wealth Advisors, LLC | 18,414 | $129.3 萬 | 0.10% | −32,840−64.1% | 減碼 |