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 |
|---|---|---|---|---|---|
| Retireful, LLC | 18,376 | $129.1 萬 | 0.73% | +18,376 | 新進 |
| Washington Trust Bank | 18,359 | $129.0 萬 | 0.12% | +2,622+16.7% | 加碼 |
| Sage Mountain Advisors LLC | 18,351 | $128.9 萬 | 0.09% | +2,183+13.5% | 加碼 |
| Retirement Planning Co of New England, Inc. | 18,290 | $128.5 萬 | 0.62% | −390−2.1% | 減碼 |
| Prudent Man Advisors, LLC | 18,256 | $128.2 萬 | 0.47% | −2,280−11.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 18,227 | $128.1 萬 | 0.03% | −4,978−21.5% | 減碼 |
| MV Capital Management, Inc. | 18,220 | $128.0 萬 | 0.14% | +355+2.0% | 加碼 |
| Graypoint LLC | 18,198 | $127.8 萬 | 0.08% | +1,860+11.4% | 加碼 |
| Delap Wealth Advisory, LLC | 18,162 | $127.6 萬 | 0.76% | −188−1.0% | 減碼 |
| Net Worth Advisory Group | 18,162 | $127.6 萬 | 0.39% | +2,846+18.6% | 加碼 |
| PFG Investments, LLC | 18,026 | $126.6 萬 | 0.08% | +474+2.7% | 加碼 |
| Barbara Oil Co. | 18,000 | $126.4 萬 | 0.52% | 00.0% | 不變 |
| Caldwell Trust Co | 17,918 | $125.9 萬 | 0.13% | −105−0.6% | 減碼 |
| Sompo Asset Management Co., Ltd. | 17,910 | $125.8 萬 | 0.21% | −1,750−8.9% | 減碼 |
| Pure Financial Advisors, Inc. | 17,890 | $125.7 萬 | 0.03% | +255+1.4% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 17,874 | $125.5 萬 | 0.07% | +4,104+29.8% | 加碼 |
| William B. Walkup & Associates, Inc. | 17,837 | $125.3 萬 | 0.79% | −106−0.6% | 減碼 |
| Essex Savings Bank | 17,830 | $125.2 萬 | 0.31% | −844−4.5% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 17,731 | $124.5 萬 | 0.02% | −16,733−48.6% | 減碼 |
| First City Capital Management, Inc. | 17,715 | $124.4 萬 | 0.66% | +1,131+6.8% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 17,698 | $124.3 萬 | 0.09% | −434−2.4% | 減碼 |
| Wharton Business Group, LLC | 17,700 | $124.3 萬 | 0.06% | 00.0% | 不變 |
| Brookstone Capital Management | 17,676 | $124.2 萬 | 0.02% | +1,726+10.8% | 加碼 |
| Ancora Advisors, LLC | 17,599 | $123.6 萬 | 0.03% | −304−1.7% | 減碼 |
| Highland Capital Management, LLC | 17,598 | $123.6 萬 | 0.07% | +40.0% | 加碼 |
| Polianta Ltd | 17,600 | $123.6 萬 | 0.59% | −2,200−11.1% | 減碼 |
| Exencial Wealth Advisors, LLC | 17,577 | $123.5 萬 | 0.05% | −685−3.8% | 減碼 |
| BBR Partners, LLC | 17,568 | $123.4 萬 | 0.09% | +163+0.9% | 加碼 |
| DMG Group, LLC | 17,550 | $123.3 萬 | 1.00% | −1,823−9.4% | 減碼 |
| Jacobi Capital Management LLC | 17,549 | $123.3 萬 | 0.09% | −177−1.0% | 減碼 |
| Accredited Investors Inc. | 17,458 | $122.6 萬 | 0.07% | −4,484−20.4% | 減碼 |
| Journey Strategic Wealth LLC | 17,415 | $122.3 萬 | 0.05% | +62+0.4% | 加碼 |
| Edgestream Partners, L.P. | 17,354 | $121.9 萬 | 0.05% | +17,354 | 新進 |
| Dakota Wealth Management | 17,338 | $121.8 萬 | 0.03% | −2,136−11.0% | 減碼 |
| Hilltop Holdings Inc. | 17,290 | $121.4 萬 | 0.08% | −1,086−5.9% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 17,211 | $120.9 萬 | 0.04% | +2,881+20.1% | 加碼 |
| Breakwater Capital Group | 17,187 | $120.7 萬 | 0.24% | −217−1.2% | 減碼 |
| West Branch Capital LLC | 17,187 | $120.7 萬 | 0.39% | +5,979+53.3% | 加碼 |
| Generali Investments, Management Co LLC | 17,156 | $120.5 萬 | 0.31% | +17,156 | 新進 |
| Gibbs Wealth Management | 17,148 | $120.4 萬 | 0.33% | −407−2.3% | 減碼 |
| Diversify Advisory Services, LLC | 17,215 | $120.4 萬 | 0.07% | −10,156−37.1% | 減碼 |
| Garrison Point Advisors, LLC | 17,026 | $119.6 萬 | 0.57% | 00.0% | 不變 |
| Diligent Investors, LLC | 16,986 | $119.3 萬 | 0.27% | −1,086−6.0% | 減碼 |
| Boltwood Capital Management | 16,975 | $119.2 萬 | 0.36% | +175+1.0% | 加碼 |
| Vivid Wealth Management, LLC | 16,912 | $118.8 萬 | 0.60% | +325+2.0% | 加碼 |
| Castle Rock Wealth Management, LLC | 14,833 | $118.6 萬 | 0.28% | −5,793−28.1% | 減碼 |
| Marex Group plc | 16,868 | $118.5 萬 | 0.02% | +11,639+222.6% | 加碼 |
| Severin Investments, LLC | 16,857 | $118.4 萬 | 1.18% | +16,857 | 新進 |
| Sawyer & Company, Inc | 16,856 | $118.4 萬 | 0.44% | −1,584−8.6% | 減碼 |
| China Universal Asset Management Co., Ltd. | 16,852 | $118.4 萬 | 0.11% | +4,324+34.5% | 加碼 |
| Mount Lucas Management LP | 16,825 | $118.2 萬 | 0.41% | −957−5.4% | 減碼 |
| CWC Advisors, LLC. | 16,796 | $118.0 萬 | 1.18% | +365+2.2% | 加碼 |
| Knuff & Co LLC | 16,692 | $117.2 萬 | 0.36% | 00.0% | 不變 |
| Greatmark Investment Partners, Inc. | 16,648 | $116.9 萬 | 0.16% | −1,625−8.9% | 減碼 |
| LMCG Investments, LLC | 16,594 | $116.6 萬 | 0.07% | −27−0.2% | 減碼 |
| Palisade Asset Management, LLC | 16,589 | $116.5 萬 | 0.12% | +276+1.7% | 加碼 |
| Providence Wealth Advisors, LLC | 16,070 | $116.2 萬 | 0.88% | +116+0.7% | 加碼 |
| Csenge Advisory Group | 16,532 | $116.1 萬 | 0.06% | −3,101−15.8% | 減碼 |
| Lipe & Dalton | 16,468 | $115.7 萬 | 0.61% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 16,392 | $115.1 萬 | 0.02% | 00.0% | 不變 |
| First Dallas Securities Inc. | 16,375 | $115.0 萬 | 0.47% | +8,825+116.9% | 加碼 |
| Busey Wealth Management | 16,348 | $114.8 萬 | 0.04% | −1,697−9.4% | 減碼 |
| Raleigh Capital Management Inc. | 16,269 | $114.3 萬 | 0.44% | +5,734+54.4% | 加碼 |
| IHT Wealth Management, LLC | 16,255 | $114.2 萬 | 0.04% | −6,228−27.7% | 減碼 |
| XML Financial, LLC | 16,230 | $114.0 萬 | 0.10% | −2,444−13.1% | 減碼 |
| Brucke Financial, Inc. | 14,429 | $113.7 萬 | 0.98% | +14,429 | 新進 |
| Legacy Financial Advisors, Inc. | 16,100 | $113.1 萬 | 0.19% | +3,398+26.8% | 加碼 |
| Proequities, Inc. | 14,574 | $113.0 萬 | 0.06% | +3,174+27.8% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 16,081 | $112.7 萬 | 2.34% | +16,081 | 新進 |
| Cypress Wealth Services, LLC | 16,004 | $112.4 萬 | 0.23% | +189+1.2% | 加碼 |
| Hexagon Capital Partners LLC | 15,997 | $112.4 萬 | 0.20% | −1,515−8.7% | 減碼 |
| Lafayette Investments, Inc. | 15,995 | $112.3 萬 | 0.24% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 15,987 | $112.3 萬 | 0.08% | +255+1.6% | 加碼 |
| Spire Wealth Management | 15,925 | $111.9 萬 | 0.03% | −752−4.5% | 減碼 |
| Continuum Advisory, LLC | 15,919 | $111.8 萬 | 0.14% | +392+2.5% | 加碼 |
| Intrinsic Value Partners, LLC | 15,860 | $111.4 萬 | 1.12% | −250−1.6% | 減碼 |
| Studio Investment Management LLC | 15,828 | $111.2 萬 | 0.24% | +83+0.5% | 加碼 |
| Sterling Investment Management, Inc. | 15,806 | $111.0 萬 | 0.87% | −201−1.3% | 減碼 |
| Eclectic Associates Inc | 15,801 | $111.0 萬 | 0.33% | +349+2.3% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,777 | $110.8 萬 | 0.63% | −1,893−10.7% | 減碼 |
| Capital Markets Trading UK LLP | 15,741 | $110.6 萬 | 0.66% | −23,882−60.3% | 減碼 |
| CBOE Vest Financial, LLC | 15,709 | $110.3 萬 | 0.02% | +916+6.2% | 加碼 |
| Heartland Bank & Trust Co | 15,702 | $110.3 萬 | 0.60% | −505−3.1% | 減碼 |
| Principle Wealth Partners LLC | 15,680 | $110.1 萬 | 0.08% | 00.0% | 不變 |
| Lantz Financial LLC | 15,545 | $109.2 萬 | 0.29% | −187−1.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 15,529 | $109.1 萬 | 0.02% | +3,111+25.1% | 加碼 |
| Boit C F David | 15,519 | $109.0 萬 | 0.55% | 00.0% | 不變 |
| Eastern Bank | 15,420 | $108.3 萬 | 0.02% | +1,431+10.2% | 加碼 |
| Marcum Wealth, LLC | 15,397 | $108.2 萬 | 0.09% | −1,013−6.2% | 減碼 |
| Insigneo Advisory Services, LLC | 15,397 | $108.1 萬 | 0.11% | −13,285−46.3% | 減碼 |
| Jarislowsky, Fraser Ltd | 15,390 | $108.1 萬 | 0.01% | −1,659−9.7% | 減碼 |
| Sittner & Nelson, LLC | 15,388 | $108.1 萬 | 0.47% | −399−2.5% | 減碼 |
| Quilter Plc | 15,323 | $107.6 萬 | 0.02% | −1,890−11.0% | 減碼 |
| Salem Investment Counselors Inc | 15,252 | $107.1 萬 | 0.04% | −1,386−8.3% | 減碼 |
| StoneX Group Inc. | 15,226 | $106.9 萬 | 0.06% | −1,478−8.8% | 減碼 |
| Nebula Research & Development LLC | 15,209 | $106.8 萬 | 0.13% | +15,209 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 15,183 | $106.6 萬 | 0.05% | +3,905+34.6% | 加碼 |
| Thomasville National Bank | 15,131 | $106.3 萬 | 0.08% | −842−5.3% | 減碼 |
| Hutner Capital Management Inc | 15,117 | $106.2 萬 | 0.51% | +10.0% | 加碼 |
| Lebenthal Global Advisors, LLC | 15,109 | $106.1 萬 | 0.19% | +433+3.0% | 加碼 |