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 |
|---|---|---|---|---|---|
| Lakeside Advisors, INC. | 7,275 | $51.1 萬 | 0.34% | 00.0% | 不變 |
| Weaver Consulting Group | 7,258 | $51.0 萬 | 0.16% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 7,248 | $50.9 萬 | 0.04% | −541−6.9% | 減碼 |
| Holistic Planning, LLC | 7,238 | $50.8 萬 | 0.18% | −91−1.2% | 減碼 |
| Capital Advantage, Inc. | 7,235 | $50.8 萬 | 0.09% | +7,235 | 新進 |
| Stratos Wealth Advisors, LLC | 7,233 | $50.8 萬 | 0.02% | −230−3.1% | 減碼 |
| Alpha Family Trust | 7,220 | $50.7 萬 | 0.28% | 00.0% | 不變 |
| Everpar Advisors LLC | 7,200 | $50.6 萬 | 0.25% | −737−9.3% | 減碼 |
| Sterneck Capital Management, LLC | 7,196 | $50.5 萬 | 0.27% | 00.0% | 不變 |
| Kathleen S. Wright Associates Inc. | 7,075 | $50.5 萬 | 0.21% | 00.0% | 不變 |
| Wealthstream Advisors, Inc. | 7,179 | $50.4 萬 | 0.09% | +981+15.8% | 加碼 |
| UMA Financial Services, Inc. | 7,164 | $50.3 萬 | 0.09% | +20.0% | 加碼 |
| Waddell & Associates, LLC | 7,153 | $50.2 萬 | 0.05% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 7,152 | $50.2 萬 | 0.11% | +36+0.5% | 加碼 |
| Summit Asset Management, LLC | 7,150 | $50.2 萬 | 0.09% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 7,143 | $50.2 萬 | 0.15% | 00.0% | 不變 |
| Oxford Asset Management LLP | 7,131 | $50.1 萬 | 0.22% | +7,131 | 新進 |
| Verum Partners LLC | 7,119 | $50.0 萬 | 0.14% | −2,639−27.0% | 減碼 |
| New Hampshire Trust | 7,105 | $49.9 萬 | 0.11% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 8,829 | $49.9 萬 | 0.45% | 00.0% | 不變 |
| S.A. Mason LLC | 7,103 | $49.9 萬 | 0.26% | 00.0% | 不變 |
| Intrua Financial, LLC | 7,101 | $49.9 萬 | 0.08% | −4,243−37.4% | 減碼 |
| Advus Financial Partners, LLC | 7,095 | $49.8 萬 | 0.14% | +1,321+22.9% | 加碼 |
| John W. Brooker & Co., CPAs | 7,075 | $49.7 萬 | 0.21% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 7,051 | $49.5 萬 | 0.27% | −627−8.2% | 減碼 |
| MONECO Advisors, LLC | 7,018 | $49.3 萬 | 0.05% | +134+1.9% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 6,356 | $49.3 萬 | 0.00% | +2,103+49.4% | 加碼 |
| Thompson Investment Management, Inc. | 7,012 | $49.3 萬 | 0.07% | −1,036−12.9% | 減碼 |
| BancorpSouth Bank | 7,011 | $49.2 萬 | 0.03% | −39−0.6% | 減碼 |
| Lincoln Capital LLC | 7,011 | $49.2 萬 | 0.10% | +20.0% | 加碼 |
| Kearns & Associates LLC | 7,000 | $49.2 萬 | 0.32% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 6,987 | $49.1 萬 | 0.04% | +169+2.5% | 加碼 |
| Schulhoff & Co Inc | 6,977 | $49.0 萬 | 0.22% | +20.0% | 加碼 |
| SNS Financial Group, LLC | 6,966 | $48.9 萬 | 0.05% | −729−9.5% | 減碼 |
| LVW Advisors, LLC | 6,942 | $48.8 萬 | 0.06% | −1,289−15.7% | 減碼 |
| LRI Investments, LLC | 6,936 | $48.7 萬 | 0.05% | −257−3.6% | 減碼 |
| Founders Financial Alliance, LLC | 6,935 | $48.7 萬 | 0.13% | +75+1.1% | 加碼 |
| Flputnam Investment Management Co | 6,926 | $48.6 萬 | 0.01% | +966+16.2% | 加碼 |
| Great Waters Wealth Management | 6,925 | $48.6 萬 | 0.06% | +86+1.3% | 加碼 |
| HHM Wealth Advisors, LLC | 6,896 | $48.4 萬 | 0.07% | −752−9.8% | 減碼 |
| Means Investment Co., Inc. | 6,866 | $48.2 萬 | 0.05% | +18+0.3% | 加碼 |
| Ssi Investment Management LLC | 6,865 | $48.2 萬 | 0.04% | −7−0.1% | 減碼 |
| Piscataqua Savings Bank | 6,862 | $48.2 萬 | 0.41% | −53−0.8% | 減碼 |
| RD Lewis Holdings, Inc. | 5,968 | $48.1 萬 | 0.53% | +5,968 | 新進 |
| Relyea Zuckerberg Hanson LLC | 6,853 | $48.1 萬 | 0.06% | +478+7.5% | 加碼 |
| Aull & Monroe Investment Management Corp | 6,840 | $48.0 萬 | 0.24% | −1,427−17.3% | 減碼 |
| Larson Financial Group LLC | 6,808 | $47.8 萬 | 0.02% | +679+11.1% | 加碼 |
| Cowa, LLC | 6,800 | $47.8 萬 | 0.22% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 6,797 | $47.7 萬 | 0.04% | 00.0% | 不變 |
| Sequent Asset Management, LLC | 6,795 | $47.7 萬 | 0.23% | −42−0.6% | 減碼 |
| Titleist Asset Management, LLC | 6,770 | $47.6 萬 | 0.05% | −596−8.1% | 減碼 |
| Atlas Brown,Inc. | 6,753 | $47.4 萬 | 0.16% | +55+0.8% | 加碼 |
| Wayfinding Financial, LLC | 6,754 | $47.4 萬 | 0.25% | +6,754 | 新進 |
| KWB Wealth | 8,390 | $47.4 萬 | 0.06% | +33+0.4% | 加碼 |
| Drexel Morgan & Co. | 6,747 | $47.4 萬 | 0.10% | 00.0% | 不變 |
| Bouchey Financial Group Ltd | 6,742 | $47.4 萬 | 0.04% | −159−2.3% | 減碼 |
| J.Safra Asset Management Corp | 6,725 | $47.4 萬 | 0.04% | +2,725+68.1% | 加碼 |
| Pines Wealth Management, LLC | 6,764 | $47.3 萬 | 0.21% | +6,764 | 新進 |
| Concord Asset Management, LLC | 6,721 | $47.2 萬 | 0.10% | +1,542+29.8% | 加碼 |
| New Wave Wealth Advisors LLC | 6,718 | $47.2 萬 | 0.19% | −338−4.8% | 減碼 |
| Wealth Management Partners, LLC | 6,714 | $47.2 萬 | 0.20% | −309−4.4% | 減碼 |
| Simmons Bank | 6,701 | $47.1 萬 | 0.03% | −100−1.5% | 減碼 |
| West Oak Capital, LLC | 6,700 | $47.1 萬 | 0.17% | −6,925−50.8% | 減碼 |
| Belmont Capital, LLC | 6,690 | $47.0 萬 | 0.08% | −100−1.5% | 減碼 |
| Diversified Enterprises, LLC | 6,696 | $46.9 萬 | 0.04% | +222+3.4% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 6,670 | $46.9 萬 | 0.10% | +1,390+26.3% | 加碼 |
| Virtue Capital Management, LLC | 6,656 | $46.8 萬 | 0.09% | +6,656 | 新進 |
| Cassaday & Co Wealth Management LLC | 6,653 | $46.7 萬 | 0.01% | +96+1.5% | 加碼 |
| Crown Wealth Group, LLC | 6,648 | $46.7 萬 | 0.19% | +140+2.2% | 加碼 |
| Coastline Trust Co | 6,648 | $46.7 萬 | 0.05% | +476+7.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,639 | $46.6 萬 | 0.03% | +454+7.3% | 加碼 |
| Seven Mile Advisory | 6,636 | $46.6 萬 | 0.30% | +430+6.9% | 加碼 |
| Fortem Financial Group, LLC | 6,609 | $46.4 萬 | 0.18% | −149−2.2% | 減碼 |
| Lynch & Associates | 6,606 | $46.4 萬 | 0.10% | −647−8.9% | 減碼 |
| Chilton Capital Management LLC | 6,588 | $46.3 萬 | 0.02% | −6,156−48.3% | 減碼 |
| Ameriflex Group, Inc. | 5,850 | $46.1 萬 | 0.21% | +5,850 | 新進 |
| Petros Family Wealth, LLC | 6,557 | $46.1 萬 | 0.50% | +6,557 | 新進 |
| San Luis Wealth Advisors LLC | 6,529 | $45.9 萬 | 0.09% | −2,289−26.0% | 減碼 |
| Canopy Partners, LLC | 6,531 | $45.9 萬 | 0.18% | +24+0.4% | 加碼 |
| Interchange Capital Partners, LLC | 6,520 | $45.8 萬 | 0.17% | −1,695−20.6% | 減碼 |
| Mengis Capital Management, Inc. | 6,514 | $45.8 萬 | 0.09% | +10.0% | 加碼 |
| Ayrshire Capital Management LLC | 6,500 | $45.7 萬 | 0.22% | 00.0% | 不變 |
| PharVision Advisers, LLC | 6,495 | $45.6 萬 | 0.39% | +6,495 | 新進 |
| Michael A. Dubis Financial Planning, LLC | 6,492 | $45.6 萬 | 0.44% | +6,492 | 新進 |
| Westhampton Capital, LLC | 6,490 | $45.6 萬 | 0.23% | −500−7.2% | 減碼 |
| Colonial Trust Co | 6,478 | $45.5 萬 | 0.07% | −79−1.2% | 減碼 |
| Axis Wealth Partners, LLC | 6,467 | $45.4 萬 | 0.38% | +6,467 | 新進 |
| Bingham Private Wealth, LLC | 6,467 | $45.4 萬 | 0.48% | +6,467 | 新進 |
| Oxford Financial Group Ltd | 6,459 | $45.4 萬 | 0.03% | −329−4.8% | 減碼 |
| Richard W. Paul & Associates, LLC | 6,440 | $45.2 萬 | 0.16% | −291−4.3% | 減碼 |
| Bristlecone Advisors, LLC | 6,429 | $45.2 萬 | 0.04% | −87−1.3% | 減碼 |
| Sentry Investment Management LLC | 6,423 | $45.1 萬 | 0.21% | −1,046−14.0% | 減碼 |
| Verus Capital Partners, LLC | 6,404 | $45.0 萬 | 0.04% | +77+1.2% | 加碼 |
| Callan Capital, LLC | 6,397 | $44.9 萬 | 0.03% | +373+6.2% | 加碼 |
| Prosperity Consulting Group, LLC | 6,372 | $44.8 萬 | 0.03% | +1,290+25.4% | 加碼 |
| Occidental Asset Management, LLC | 6,365 | $44.7 萬 | 0.07% | +5+0.1% | 加碼 |
| Allegheny Financial Group LTD | 6,347 | $44.6 萬 | 0.11% | +103+1.6% | 加碼 |
| WoodTrust Financial Corp | 6,338 | $44.5 萬 | 0.06% | +342+5.7% | 加碼 |
| Alpha Advisors, LLC | 6,332 | $44.5 萬 | 0.46% | +6,332 | 新進 |
| Morris Financial Concepts, Inc. | 6,306 | $44.3 萬 | 0.19% | 00.0% | 不變 |