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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 15,069 | $105.8 萬 | 0.10% | +4,802+46.8% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,061 | $105.8 萬 | 0.16% | +547+3.8% | 加碼 |
| Capital Investment Advisory Services, LLC | 15,050 | $105.7 萬 | 0.10% | −1,792−10.6% | 減碼 |
| WP Advisors, LLC | 15,040 | $105.6 萬 | 0.35% | +79+0.5% | 加碼 |
| Pacific Center for Financial Services | 15,015 | $105.5 萬 | 0.27% | −39−0.3% | 減碼 |
| Financial Engines Advisors L.L.C. | 15,013 | $105.4 萬 | 0.00% | +4,811+47.2% | 加碼 |
| Jupiter Wealth Management LLC | 15,000 | $105.4 萬 | 0.53% | 00.0% | 不變 |
| Ridgecrest Wealth Partners, LLC | 14,993 | $105.3 萬 | 0.57% | −50−0.3% | 減碼 |
| Nicolet Bankshares Inc | 14,898 | $104.6 萬 | 0.25% | +770+5.5% | 加碼 |
| Plancorp, LLC | 14,889 | $104.6 萬 | 0.04% | +1,264+9.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 14,866 | $104.4 萬 | 0.16% | −288−1.9% | 減碼 |
| Bradyco, Inc. | 5,692 | $104.3 萬 | 0.64% | +5,692 | 新進 |
| Northwest Wealth Management, LLC | 14,846 | $104.3 萬 | 0.22% | +431+3.0% | 加碼 |
| MTM Investment Management, LLC | 14,771 | $103.7 萬 | 0.40% | +50.0% | 加碼 |
| Heritage Trust Co | 14,756 | $103.6 萬 | 0.12% | +14,756 | 新進 |
| North Star Investment Management Corp. | 14,750 | $103.6 萬 | 0.07% | −100−0.7% | 減碼 |
| GAM Holding AG | 14,725 | $103.4 萬 | 0.08% | +14,725 | 新進 |
| Caas Capital Management LP | 14,619 | $102.7 萬 | 0.85% | +14,619 | 新進 |
| Knollwood Investment Advisory, LLC | 14,587 | $102.5 萬 | 0.11% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 14,578 | $102.4 萬 | 0.23% | −24,506−62.7% | 減碼 |
| Impact Partnership Wealth, LLC | 14,538 | $102.1 萬 | 0.21% | −2,886−16.6% | 減碼 |
| Colonial River Wealth Management, LLC | 14,537 | $102.1 萬 | 0.49% | +730+5.3% | 加碼 |
| ICONIQ Capital, LLC | 14,515 | $102.0 萬 | 0.02% | +7,049+94.4% | 加碼 |
| SageView Advisory Group, LLC | 14,444 | $101.5 萬 | 0.04% | +3,626+33.5% | 加碼 |
| Cascade Investment Advisors, Inc. | 14,420 | $101.3 萬 | 0.65% | −680−4.5% | 減碼 |
| Lodestar Private Asset Management LLC | 14,358 | $100.9 萬 | 0.13% | −1,824−11.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 14,299 | $100.4 萬 | 0.07% | +709+5.2% | 加碼 |
| Vertex Planning Partners, LLC | 14,289 | $100.4 萬 | 0.22% | +596+4.4% | 加碼 |
| Claro Advisors LLC | 14,271 | $100.2 萬 | 0.14% | −1,838−11.4% | 減碼 |
| Waldron Private Wealth LLC | 14,248 | $100.1 萬 | 0.04% | +254+1.8% | 加碼 |
| Silphium Asset Management Ltd | 14,208 | $99.8 萬 | 0.36% | +14,208 | 新進 |
| Tranquilli Financial Advisor LLC | 14,203 | $99.8 萬 | 0.63% | −1,427−9.1% | 減碼 |
| Gradient Investments LLC | 14,158 | $99.4 萬 | 0.02% | −97−0.7% | 減碼 |
| Cohen Capital Management, Inc. | 14,156 | $99.4 萬 | 0.17% | 00.0% | 不變 |
| First National Bank Sioux Falls | 14,137 | $99.3 萬 | 0.42% | 00.0% | 不變 |
| Carnegie Lake Advisors LLC | 14,018 | $98.5 萬 | 0.40% | −750−5.1% | 減碼 |
| LifeSteps Financial, Inc. | 14,014 | $98.4 萬 | 0.76% | −396−2.7% | 減碼 |
| Bragg Financial Advisors, Inc | 14,008 | $98.4 萬 | 0.04% | +969+7.4% | 加碼 |
| Ocean Capital Management, LLC | 13,988 | $98.2 萬 | 0.21% | +4,913+54.1% | 加碼 |
| Persistent Asset Partners Ltd | 12,428 | $97.9 萬 | 0.84% | +12,428 | 新進 |
| Aigen Investment Management, LP | 13,935 | $97.9 萬 | 0.17% | +3,671+35.8% | 加碼 |
| Change Path, LLC | 13,892 | $97.6 萬 | 0.03% | +4,255+44.2% | 加碼 |
| Legacy Advisors, LLC | 13,889 | $97.6 萬 | 0.09% | −98−0.7% | 減碼 |
| Fragasso Group Inc. | 13,876 | $97.5 萬 | 0.07% | −132−0.9% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 13,867 | $97.4 萬 | 0.24% | −156−1.1% | 減碼 |
| Shakespeare Wealth Management, Inc. | 13,839 | $97.2 萬 | 0.26% | +130+0.9% | 加碼 |
| Patton Albertson Miller Group, LLC | 13,793 | $96.9 萬 | 0.13% | 00.0% | 不變 |
| Park National Corp | 13,780 | $96.8 萬 | 0.04% | +53+0.4% | 加碼 |
| Simon Quick Advisors, LLC | 13,765 | $96.7 萬 | 0.06% | +2,138+18.4% | 加碼 |
| Diametric Capital, LP | 13,751 | $96.6 萬 | 0.65% | −6,739−32.9% | 減碼 |
| Cladis Investment Advisory, LLC | 13,725 | $96.4 萬 | 0.68% | −99−0.7% | 減碼 |
| Highline Wealth Partners LLC | 13,659 | $95.9 萬 | 0.31% | +178+1.3% | 加碼 |
| Hilltop National Bank | 13,658 | $95.9 萬 | 0.29% | −906−6.2% | 減碼 |
| Wallace Advisory Group, LLC | 16,948 | $95.7 萬 | 0.66% | −1,104−6.1% | 減碼 |
| Neumann Capital Management, LLC | 13,622 | $95.7 萬 | 0.32% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 13,562 | $95.3 萬 | 0.09% | +14+0.1% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 13,559 | $95.2 萬 | 0.02% | +4,124+43.7% | 加碼 |
| Legacy Financial Group LLC | 13,537 | $95.1 萬 | 0.15% | −551−3.9% | 減碼 |
| Telos Capital Management, Inc. | 13,536 | $95.1 萬 | 0.10% | −2,190−13.9% | 減碼 |
| Cyndeo Wealth Partners, LLC | 13,519 | $95.0 萬 | 0.06% | −106−0.8% | 減碼 |
| Boston Trust Walden Corp | 13,515 | $94.9 萬 | 0.01% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 13,514 | $94.9 萬 | 0.07% | −835−5.8% | 減碼 |
| Anchor Investment Management, LLC | 13,507 | $94.9 萬 | 0.09% | −2,396−15.1% | 減碼 |
| Brooks, Moore & Associates, Inc. | 13,485 | $94.7 萬 | 0.56% | −750−5.3% | 減碼 |
| Stokes Family Office, LLC | 13,467 | $94.6 萬 | 0.10% | +13,467 | 新進 |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $94.4 萬 | 0.03% | 00.0% | 不變 |
| Wright Investors Service Inc | 13,397 | $94.1 萬 | 0.31% | +91+0.7% | 加碼 |
| Manske Wealth Management | 13,383 | $94.0 萬 | 0.37% | +13,383 | 新進 |
| Empirical Asset Management, LLC | 62,652 | $93.5 萬 | 0.31% | +43,650+229.7% | 加碼 |
| denkapparat Operations GmbH | 13,298 | $93.4 萬 | 1.38% | +13,298 | 新進 |
| GFG Capital, LLC | 13,286 | $93.3 萬 | 0.26% | −6,996−34.5% | 減碼 |
| Entruity Wealth, LLC | 13,271 | $93.2 萬 | 0.92% | +13,271 | 新進 |
| C2C Wealth Management, LLC | 13,261 | $93.1 萬 | 0.86% | +400+3.1% | 加碼 |
| Carson Advisory Inc. | 13,227 | $92.9 萬 | 0.65% | −492−3.6% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 13,220 | $92.9 萬 | 0.18% | −10−0.1% | 減碼 |
| Cullen Investment Group, Ltd. | 13,217 | $92.8 萬 | 0.14% | −99−0.7% | 減碼 |
| London & Capital Asset Management Ltd | 13,207 | $92.8 萬 | 0.08% | −6,619−33.4% | 減碼 |
| Hills Bank & Trust Co | 13,195 | $92.7 萬 | 0.07% | −1,223−8.5% | 減碼 |
| Sovereign Investment Advisors, LLC | 13,190 | $92.6 萬 | 0.28% | +13,190 | 新進 |
| Edge Capital Group, LLC | 13,171 | $92.5 萬 | 0.04% | +879+7.2% | 加碼 |
| Weatherly Asset Management L. P. | 13,170 | $92.5 萬 | 0.08% | 00.0% | 不變 |
| AMG National Trust Bank | 13,154 | $92.4 萬 | 0.03% | −835−6.0% | 減碼 |
| 1st Source Bank | 13,145 | $92.3 萬 | 0.05% | −85−0.6% | 減碼 |
| Richwood Investment Advisors, LLC | 13,117 | $92.1 萬 | 0.77% | −300−2.2% | 減碼 |
| Gryphon Financial Partners LLC | 13,080 | $91.9 萬 | 0.13% | −658−4.8% | 減碼 |
| Family Legacy, Inc. | 12,800 | $91.6 萬 | 0.31% | 00.0% | 不變 |
| Long Focus Capital Management, LLC | 13,000 | $91.3 萬 | 0.07% | −90,000−87.4% | 減碼 |
| Apexium Financial, LP | 12,936 | $90.9 萬 | 0.06% | −36,724−74.0% | 減碼 |
| Segment Wealth Management, LLC | 12,933 | $90.8 萬 | 0.06% | +73+0.6% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 12,895 | $90.6 萬 | 0.64% | 00.0% | 不變 |
| Heritage Family Offices, LLP | 12,875 | $90.4 萬 | 0.45% | +18+0.1% | 加碼 |
| Liberty Wealth Management LLC | 12,855 | $90.3 萬 | 0.15% | −43−0.3% | 減碼 |
| Inceptionr LLC | 12,837 | $90.2 萬 | 0.20% | +6,515+103.1% | 加碼 |
| BKD Wealth Advisors, LLC | 12,819 | $90.0 萬 | 0.02% | −179−1.4% | 減碼 |
| Wimmer Associates 1, LLC | 12,796 | $89.9 萬 | 0.44% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 12,785 | $89.8 萬 | 0.50% | −136−1.1% | 減碼 |
| AdvisorNet Financial, Inc | 12,744 | $89.5 萬 | 0.07% | −5,795−31.3% | 減碼 |
| Royal Capital Wealth Management, LLC | 12,699 | $89.2 萬 | 0.63% | +3,348+35.8% | 加碼 |
| RMB Capital Management, LLC | 12,679 | $89.1 萬 | 0.02% | −94−0.7% | 減碼 |
| North Star Asset Management Inc | 12,658 | $88.9 萬 | 0.04% | 00.0% | 不變 |