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 |
|---|---|---|---|---|---|
| Advisors Management Group Inc | 8,753 | $61.5 萬 | 0.15% | 00.0% | 不變 |
| Altfest L J & Co Inc | 8,725 | $61.3 萬 | 0.08% | +11+0.1% | 加碼 |
| Cahill Financial Advisors Inc | 8,723 | $61.3 萬 | 0.08% | −571−6.1% | 減碼 |
| Bray Capital Advisors | 8,713 | $61.2 萬 | 0.17% | +5+0.1% | 加碼 |
| Triumph Capital Management | 8,702 | $61.1 萬 | 0.21% | −321−3.6% | 減碼 |
| Summa Corp. | 8,700 | $61.1 萬 | 0.30% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 8,692 | $61.0 萬 | 0.02% | +2,177+33.4% | 加碼 |
| Evermay Wealth Management LLC | 8,665 | $60.9 萬 | 0.09% | −36−0.4% | 減碼 |
| Nwam LLC | 8,664 | $60.9 萬 | 0.04% | +3,191+58.3% | 加碼 |
| Sebold Capital Management, Inc. | 8,634 | $60.6 萬 | 0.41% | −533−5.8% | 減碼 |
| OneAscent Wealth Management LLC | 8,623 | $60.6 萬 | 0.25% | +161+1.9% | 加碼 |
| Cornerstone Advisory, LLC | 7,568 | $60.5 萬 | 0.07% | +241+3.3% | 加碼 |
| SilverOak Wealth Management LLC | 8,613 | $60.5 萬 | 0.13% | +19+0.2% | 加碼 |
| Western Pacific Wealth Management, LP | 8,571 | $60.2 萬 | 0.49% | 00.0% | 不變 |
| BlueStem Wealth Partners, LLC | 8,473 | $59.5 萬 | 0.08% | +8,473 | 新進 |
| Tucker Asset Management LLC | 8,437 | $59.3 萬 | 0.06% | −1,628−16.2% | 減碼 |
| Northeast Investment Management | 8,420 | $59.1 萬 | 0.03% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 10,100 | $59.1 萬 | 0.04% | −800−7.3% | 減碼 |
| Eagle Global Advisors LLC | 8,418 | $59.1 萬 | 0.02% | −95−1.1% | 減碼 |
| BancFirst Trust & Investment Management | 8,385 | $59.0 萬 | 0.26% | 00.0% | 不變 |
| Promethium Advisors,llc | 8,404 | $59.0 萬 | 0.40% | −285−3.3% | 減碼 |
| Monetary Management Group Inc | 8,395 | $59.0 萬 | 0.15% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 8,350 | $58.6 萬 | 0.10% | +3,262+64.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 8,329 | $58.5 萬 | 0.06% | −565−6.4% | 減碼 |
| Valmark Advisers, Inc. | 8,300 | $58.3 萬 | 0.01% | +431+5.5% | 加碼 |
| Sippican Capital Advisors | 8,293 | $58.3 萬 | 0.42% | 00.0% | 不變 |
| Ironwood Investment Counsel, LLC | 8,292 | $58.2 萬 | 0.10% | −4,735−36.3% | 減碼 |
| Accurate Wealth Management, LLC | 8,317 | $58.2 萬 | 0.11% | +8,317 | 新進 |
| Avion Wealth | 8,288 | $58.2 萬 | 0.15% | −5,730−40.9% | 減碼 |
| Intelligence Driven Advisers, LLC | 8,285 | $58.2 萬 | 0.11% | +106+1.3% | 加碼 |
| Kestra Investment Management, LLC | 8,273 | $58.1 萬 | 0.02% | +703+9.3% | 加碼 |
| Front Street Capital Management, Inc. | 8,255 | $58.0 萬 | 0.10% | −16−0.2% | 減碼 |
| KG&L Capital Management,LLC | 10,044 | $58.0 萬 | 0.19% | −17,290−63.3% | 減碼 |
| Field & Main Bank | 8,250 | $57.9 萬 | 0.20% | +368+4.7% | 加碼 |
| Fortress Private Ledger, LLC | 8,196 | $57.6 萬 | 0.35% | +8,196 | 新進 |
| Baldwin Brothers Inc | 8,137 | $57.2 萬 | 0.04% | −5−0.1% | 減碼 |
| Cutler Investment Counsel LLC | 8,136 | $57.1 萬 | 0.07% | 00.0% | 不變 |
| Wealth Architects, LLC | 8,127 | $57.1 萬 | 0.06% | −214−2.6% | 減碼 |
| Integral Investment Advisors, Inc. | 8,110 | $57.0 萬 | 0.18% | −1,773−17.9% | 減碼 |
| Allen Capital Group, LLC | 8,056 | $56.6 萬 | 0.07% | +792+10.9% | 加碼 |
| Vermillion Wealth Management, Inc. | 8,047 | $56.5 萬 | 0.29% | +8,047 | 新進 |
| First National Bank | 8,020 | $56.3 萬 | 0.39% | −96−1.2% | 減碼 |
| Maia Wealth LLC | 7,184 | $56.0 萬 | 0.12% | +1,046+17.0% | 加碼 |
| Auxano Advisors, LLC | 7,950 | $55.8 萬 | 0.14% | +334+4.4% | 加碼 |
| Grant Private Wealth Management Inc | 7,948 | $55.8 萬 | 0.60% | +7,948 | 新進 |
| Sivia Capital Partners, LLC | 7,926 | $55.7 萬 | 0.28% | −51−0.6% | 減碼 |
| Intrust Bank NA | 7,909 | $55.6 萬 | 0.06% | −488−5.8% | 減碼 |
| Confluence Wealth Services, Inc. | 7,150 | $55.4 萬 | 0.04% | +51+0.7% | 加碼 |
| Atala Financial Inc | 7,853 | $55.2 萬 | 0.39% | +7,853 | 新進 |
| Institute for Wealth Management, LLC. | 7,845 | $55.1 萬 | 0.07% | −525−6.3% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,837 | $55.0 萬 | 0.32% | −1,200−13.3% | 減碼 |
| Doliver Advisors, LP | 7,825 | $55.0 萬 | 0.15% | 00.0% | 不變 |
| Weil Company, Inc. | 7,809 | $54.9 萬 | 0.19% | 00.0% | 不變 |
| MCF Advisors LLC | 7,748 | $54.4 萬 | 0.04% | +235+3.1% | 加碼 |
| PFG Advisors | 7,744 | $54.4 萬 | 0.03% | −94,017−92.4% | 減碼 |
| AlphaCore Capital LLC | 7,743 | $54.4 萬 | 0.12% | +66+0.9% | 加碼 |
| Tradewinds Capital Management, LLC | 7,732 | $54.3 萬 | 0.14% | +3,494+82.4% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,731 | $54.3 萬 | 0.17% | +40+0.5% | 加碼 |
| Sky Investment Group LLC | 7,700 | $54.1 萬 | 0.10% | −90−1.2% | 減碼 |
| Fairview Capital Investment Management, LLC | 7,655 | $53.8 萬 | 0.03% | −600−7.3% | 減碼 |
| Icon Wealth Advisors, LLC | 7,628 | $53.6 萬 | 0.04% | −1,032−11.9% | 減碼 |
| Advisor OS, LLC | 7,628 | $53.6 萬 | 0.06% | +2,972+63.8% | 加碼 |
| Concord Wealth Partners | 7,619 | $53.5 萬 | 0.09% | −786−9.4% | 減碼 |
| Cape Investment Advisory, Inc. | 7,608 | $53.4 萬 | 0.21% | +605+8.6% | 加碼 |
| Howe & Rusling Inc | 7,608 | $53.4 萬 | 0.05% | +2,654+53.6% | 加碼 |
| Connecticut Wealth Management, LLC | 7,601 | $53.4 萬 | 0.03% | +113+1.5% | 加碼 |
| Fort Point Capital Partners LLC | 7,593 | $53.3 萬 | 0.06% | −957−11.2% | 減碼 |
| DKM Wealth Management, Inc. | 7,565 | $53.1 萬 | 0.50% | +7,565 | 新進 |
| Keystone Financial Group | 7,522 | $53.0 萬 | 0.05% | −1,964−20.7% | 減碼 |
| Advyzon Investment Management, LLC | 7,541 | $53.0 萬 | 0.20% | +7,541 | 新進 |
| Evoke Wealth, LLC | 7,531 | $52.9 萬 | 0.01% | +1,341+21.7% | 加碼 |
| TCTC Holdings, LLC | 7,525 | $52.9 萬 | 0.02% | +152+2.1% | 加碼 |
| E&G Advisors, LP | 7,520 | $52.8 萬 | 0.14% | +986+15.1% | 加碼 |
| Mosaic Financial Group, LLC | 7,517 | $52.8 萬 | 0.38% | −186−2.4% | 減碼 |
| WealthShield Partners, LLC | 7,512 | $52.8 萬 | 0.07% | −2,251−23.1% | 減碼 |
| Sound Income Strategies, LLC | 7,499 | $52.7 萬 | 0.03% | +1,075+16.7% | 加碼 |
| STAR Financial Bank | 7,486 | $52.6 萬 | 0.38% | −353−4.5% | 減碼 |
| one8zero8, LLC | 7,485 | $52.6 萬 | 0.11% | +7,485 | 新進 |
| Congress Wealth Management LLC | 7,452 | $52.4 萬 | 0.01% | +1,091+17.2% | 加碼 |
| Thrive Wealth Management, LLC | 7,453 | $52.3 萬 | 0.09% | −21−0.3% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $52.3 萬 | 0.08% | +7,452 | 新進 |
| Patten & Patten Inc | 7,451 | $52.3 萬 | 0.03% | +262+3.6% | 加碼 |
| Fortitude Family Office, LLC | 7,447 | $52.3 萬 | 0.19% | +535+7.7% | 加碼 |
| Campion Asset Management LLC | 7,415 | $52.1 萬 | 0.39% | −170−2.2% | 減碼 |
| Nilsine Partners, LLC | 7,408 | $52.0 萬 | 0.06% | −265−3.5% | 減碼 |
| Spinnaker Trust | 7,407 | $52.0 萬 | 0.03% | +130+1.8% | 加碼 |
| Bridge Creek Capital Management LLC | 7,400 | $52.0 萬 | 0.16% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 7,388 | $51.9 萬 | 0.03% | +4,615+166.4% | 加碼 |
| Alteri Wealth LLC | 7,386 | $51.9 萬 | 0.14% | +7,386 | 新進 |
| Magnus Financial Group LLC | 7,350 | $51.6 萬 | 0.05% | +1,867+34.1% | 加碼 |
| Financial Insights, Inc. | 7,350 | $51.6 萬 | 0.19% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 7,338 | $51.5 萬 | 0.04% | −91−1.2% | 減碼 |
| Pacifica Capital Investments, LLC | 7,335 | $51.5 萬 | 0.17% | 00.0% | 不變 |
| Delta Investment Management, LLC | 7,320 | $51.4 萬 | 0.10% | 00.0% | 不變 |
| Wood Tarver Financial Group, LLC | 7,327 | $51.4 萬 | 0.17% | +7,327 | 新進 |
| Sunflower Bank, N.A. | 7,309 | $51.3 萬 | 0.14% | +547+8.1% | 加碼 |
| Texas Capital Bancshares Inc | 7,297 | $51.3 萬 | 0.21% | −1,662−18.6% | 減碼 |
| North Berkeley Wealth Management, LLC | 7,292 | $51.2 萬 | 0.52% | +7,292 | 新進 |
| Baker Tilly Wealth Management, LLC | 7,286 | $51.2 萬 | 0.20% | −1,362−15.7% | 減碼 |
| Brueske Advisory Services, LLC | 7,280 | $51.1 萬 | 0.45% | +7,280 | 新進 |