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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 10,511 | $73.8 萬 | 0.26% | −147−1.4% | 減碼 |
| Keel Point, LLC | 10,485 | $73.6 萬 | 0.06% | +2,172+26.1% | 加碼 |
| Delta Financial Group, Inc. | 10,468 | $73.5 萬 | 0.17% | +10,468 | 新進 |
| Alliance Wealth Advisors, LLC | 10,449 | $73.4 萬 | 0.42% | −56−0.5% | 減碼 |
| Agf Management Ltd | 10,420 | $73.2 萬 | 0.00% | +10,420 | 新進 |
| Osborne Partners Capital Management, LLC | 10,401 | $73.1 萬 | 0.04% | −100−1.0% | 減碼 |
| Montecito Bank & Trust | 10,370 | $72.8 萬 | 0.13% | −135−1.3% | 減碼 |
| Tributary Capital Management, LLC | 10,350 | $72.7 萬 | 0.06% | −450−4.2% | 減碼 |
| SeaBridge Investment Advisors LLC | 10,346 | $72.7 萬 | 0.15% | +4,301+71.1% | 加碼 |
| Sheets Smith Wealth Management | 10,335 | $72.6 萬 | 0.09% | +80+0.8% | 加碼 |
| Webster Bank, N. A. | 10,319 | $72.5 萬 | 0.08% | +431+4.4% | 加碼 |
| G&S Capital LLC | 10,290 | $72.3 萬 | 0.30% | +54+0.5% | 加碼 |
| Perennial Advisors, LLC | 10,262 | $72.1 萬 | 0.16% | +10,262 | 新進 |
| Tyche Wealth Partners LLC | 10,255 | $72.0 萬 | 0.15% | −1,756−14.6% | 減碼 |
| Stephenson National Bank & Trust | 10,248 | $72.0 萬 | 0.24% | 00.0% | 不變 |
| Tobam | 10,209 | $71.7 萬 | 0.22% | −2,877−22.0% | 減碼 |
| Bedel Financial Consulting, Inc. | 8,897 | $71.2 萬 | 0.10% | +1,070+13.7% | 加碼 |
| PDS Planning, Inc | 10,116 | $71.1 萬 | 0.06% | +173+1.7% | 加碼 |
| Kagan Cocozza Asset Management | 10,040 | $70.5 萬 | 0.59% | +10,040 | 新進 |
| Jacobs & Co | 10,042 | $70.5 萬 | 0.07% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 10,030 | $70.5 萬 | 0.05% | +5,619+127.4% | 加碼 |
| All Terrain Financial Advisors, LLC | 10,003 | $70.3 萬 | 0.27% | −400−3.8% | 減碼 |
| Deseret Mutual Benefit Administrators | 9,982 | $70.1 萬 | 0.34% | −441−4.2% | 減碼 |
| Monument Capital Management | 9,962 | $70.0 萬 | 0.19% | +78+0.8% | 加碼 |
| Global Trust Asset Management, LLC | 9,953 | $69.9 萬 | 0.27% | +217+2.2% | 加碼 |
| Beaton Management Co. Inc. | 9,900 | $69.5 萬 | 0.36% | 00.0% | 不變 |
| Platform Technology Partners | 9,886 | $69.4 萬 | 0.21% | −1,511−13.3% | 減碼 |
| Crux Wealth Advisors | 9,885 | $69.4 萬 | 0.39% | +9,885 | 新進 |
| Davis R M Inc | 9,884 | $69.4 萬 | 0.01% | +833+9.2% | 加碼 |
| Quadrant Private Wealth Management, LLC | 9,880 | $69.4 萬 | 0.17% | +460+4.9% | 加碼 |
| Proficio Capital Partners LLC | 9,855 | $69.2 萬 | 0.06% | +3,436+53.5% | 加碼 |
| Rockland Trust Co | 9,850 | $69.2 萬 | 0.04% | 00.0% | 不變 |
| Bremer Bank National Association | 9,830 | $69.0 萬 | 0.14% | −187−1.9% | 減碼 |
| Iron Horse Wealth Management, LLC | 9,817 | $69.0 萬 | 0.23% | +60+0.6% | 加碼 |
| Core Alternative Capital | 9,803 | $68.9 萬 | 0.14% | −1,598−14.0% | 減碼 |
| Main Street Financial Solutions, LLC | 9,786 | $68.7 萬 | 0.07% | −1,795−15.5% | 減碼 |
| Biltmore Family Office, LLC | 9,764 | $68.6 萬 | 0.12% | −84−0.9% | 減碼 |
| Tradewinds, LLC. | 8,570 | $68.4 萬 | 0.19% | −204−2.3% | 減碼 |
| Radnor Capital Management, LLC | 9,701 | $68.1 萬 | 0.11% | −1,260−11.5% | 減碼 |
| Woodmont Investment Counsel LLC | 9,694 | $68.1 萬 | 0.05% | −811−7.7% | 減碼 |
| Athena Investment Management | 9,691 | $68.1 萬 | 0.39% | −67−0.7% | 減碼 |
| Fundamentun, LLC | 9,666 | $67.9 萬 | 0.04% | +762+8.6% | 加碼 |
| Northwest Bank & Trust Co | 8,908 | $67.9 萬 | 0.50% | +64+0.7% | 加碼 |
| Van Strum & Towne Inc. | 9,639 | $67.7 萬 | 0.24% | +2,000+26.2% | 加碼 |
| New England Research & Management, Inc. | 9,605 | $67.5 萬 | 0.34% | +9,605 | 新進 |
| Hartford Financial Management Inc. | 9,595 | $67.4 萬 | 0.14% | 00.0% | 不變 |
| Smith Thornton Advisors LLC | 9,591 | $67.4 萬 | 0.43% | 00.0% | 不變 |
| Monarch Capital Management Inc | 9,555 | $67.1 萬 | 0.18% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 9,544 | $67.0 萬 | 0.05% | +1,058+12.5% | 加碼 |
| Providence Capital Advisors, LLC | 9,538 | $67.0 萬 | 0.14% | −1,500−13.6% | 減碼 |
| First PREMIER Bank | 9,539 | $67.0 萬 | 0.17% | −4,576−32.4% | 減碼 |
| Creekside Partners | 9,537 | $67.0 萬 | 0.35% | 00.0% | 不變 |
| Sandy Spring Bank | 9,534 | $67.0 萬 | 0.03% | −36−0.4% | 減碼 |
| Quadcap Wealth Management, LLC | 9,504 | $66.8 萬 | 0.10% | −41−0.4% | 減碼 |
| Linscomb & Williams, Inc. | 9,504 | $66.8 萬 | 0.03% | +192+2.1% | 加碼 |
| Old North State Trust, LLC | 9,491 | $66.7 萬 | 0.42% | −123−1.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 9,494 | $66.7 萬 | 0.06% | +2,785+41.5% | 加碼 |
| Investors Research Corp | 9,486 | $66.6 萬 | 0.15% | −3,975−29.5% | 減碼 |
| Aspen Investment Management Inc | 9,476 | $66.6 萬 | 0.31% | −40.0% | 減碼 |
| Howard Bailey Securities, LLC | 9,454 | $66.4 萬 | 0.25% | +1,082+12.9% | 加碼 |
| West Bancorporation Inc | 9,450 | $66.4 萬 | 0.44% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 9,426 | $66.2 萬 | 0.19% | +422+4.7% | 加碼 |
| Basepoint Wealth LLC | 9,400 | $66.0 萬 | 0.53% | −714−7.1% | 減碼 |
| Perennial Investment Advisors, LLC | 9,368 | $65.8 萬 | 0.08% | +176+1.9% | 加碼 |
| Carrera Capital Advisors | 9,360 | $65.7 萬 | 0.15% | −14−0.1% | 減碼 |
| Regatta Capital Group, LLC | 9,350 | $65.7 萬 | 0.13% | +111+1.2% | 加碼 |
| Encompass More Asset Management | 9,312 | $65.4 萬 | 0.22% | +1,605+20.8% | 加碼 |
| South State Corp. | 9,311 | $65.4 萬 | 0.04% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 9,310 | $65.4 萬 | 0.06% | +112+1.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 9,243 | $65.0 萬 | 0.06% | −301−3.2% | 減碼 |
| Bailard, Inc. | 9,216 | $64.7 萬 | 0.02% | +74+0.8% | 加碼 |
| Onefund, LLC | 9,212 | $64.7 萬 | 0.62% | +264+3.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 9,207 | $64.7 萬 | 0.02% | +9,207 | 新進 |
| Gallacher Capital Management LLC | 9,192 | $64.6 萬 | 0.32% | +902+10.9% | 加碼 |
| CFO4Life Group, LLC | 9,174 | $64.4 萬 | 0.11% | +3,042+49.6% | 加碼 |
| Valley National Advisers Inc | 9,162 | $64.2 萬 | 0.12% | +13+0.1% | 加碼 |
| Meridian Wealth Management, LLC | 9,105 | $64.0 萬 | 0.03% | +176+2.0% | 加碼 |
| Northstar Financial Companies, Inc. | 9,078 | $63.8 萬 | 0.60% | +9,078 | 新進 |
| Lauterbach Financial Advisors, LLC | 9,057 | $63.6 萬 | 0.39% | +48+0.5% | 加碼 |
| Westover Capital Advisors, LLC | 9,047 | $63.5 萬 | 0.14% | 00.0% | 不變 |
| Tudor Financial Inc. | 9,041 | $63.5 萬 | 0.37% | +761+9.2% | 加碼 |
| Connective Portfolio Management, LLC | 9,000 | $63.2 萬 | 0.94% | +9,000 | 新進 |
| Investor's Fiduciary Advisor Network, LLC | 9,004 | $63.2 萬 | 0.24% | +9,004 | 新進 |
| Meridian Wealth Partners, LLC | 8,997 | $63.2 萬 | 0.10% | −33,242−78.7% | 減碼 |
| Manchester Capital Management LLC | 8,953 | $62.9 萬 | 0.07% | +175+2.0% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,952 | $62.9 萬 | 0.23% | 00.0% | 不變 |
| Destination Wealth Management | 8,931 | $62.7 萬 | 0.02% | +4,118+85.6% | 加碼 |
| Transce3nd, LLC | 8,874 | $62.5 萬 | 0.21% | +8,874 | 新進 |
| Spectrum Wealth Counsel, LLC | 8,885 | $62.4 萬 | 0.07% | 00.0% | 不變 |
| Appleton Partners Inc | 8,876 | $62.3 萬 | 0.05% | −231−2.5% | 減碼 |
| ISAM Funds (UK) Ltd | 8,859 | $62.2 萬 | 0.46% | −6,211−41.2% | 減碼 |
| Cim Investment Mangement Inc | 8,857 | $62.2 萬 | 0.18% | +40+0.5% | 加碼 |
| Financial Advisory Service, Inc. | 8,849 | $62.2 萬 | 0.05% | +42+0.5% | 加碼 |
| Circle Wealth Management, LLC | 8,849 | $62.2 萬 | 0.01% | −1,104−11.1% | 減碼 |
| Marietta Investment Partners LLC | 8,800 | $61.8 萬 | 0.14% | 00.0% | 不變 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 8,800 | $61.8 萬 | 0.02% | +8,800 | 新進 |
| Monticello Wealth Management, LLC | 8,782 | $61.7 萬 | 0.05% | 00.0% | 不變 |
| Hudock, Inc. | 8,771 | $61.6 萬 | 0.11% | +8+0.1% | 加碼 |
| Humankind Investments LLC | 8,767 | $61.6 萬 | 0.16% | −2,428−21.7% | 減碼 |
| Avidian Wealth Solutions, LLC | 8,763 | $61.6 萬 | 0.03% | +603+7.4% | 加碼 |