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 |
|---|---|---|---|---|---|
| Commerce Bank | 205,068 | $1,440 萬 | 0.09% | +2,162+1.1% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 204,450 | $1,436 萬 | 0.13% | 00.0% | 不變 |
| Cornerstone Advisors, LLC | 204,200 | $1,434 萬 | 0.57% | +4,200+2.1% | 加碼 |
| Colony Group, LLC | 203,056 | $1,426 萬 | 0.04% | −596−0.3% | 減碼 |
| Los Angeles Capital Management LLC | 201,806 | $1,417 萬 | 0.06% | −42,613−17.4% | 減碼 |
| TCG Advisory Services, LLC | 200,816 | $1,411 萬 | 0.59% | +283+0.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 200,073 | $1,405 萬 | 0.01% | +2,122+1.1% | 加碼 |
| Woodline Partners LP | 199,950 | $1,404 萬 | 0.10% | +199,950 | 新進 |
| Allied Investment Advisors, LLC | 198,163 | $1,392 萬 | 2.81% | −7,778−3.8% | 減碼 |
| TD Waterhouse Canada Inc. | 196,774 | $1,383 萬 | 0.11% | +89,669+83.7% | 加碼 |
| Atlantic Union Bankshares Corp | 196,584 | $1,381 萬 | 0.80% | +19,014+10.7% | 加碼 |
| Chesley Taft & Associates LLC | 195,896 | $1,376 萬 | 0.64% | +53,773+37.8% | 加碼 |
| Quadrature Capital Ltd | 194,465 | $1,367 萬 | 0.27% | +194,465 | 新進 |
| Calamos Wealth Management LLC | 194,171 | $1,364 萬 | 0.68% | +25,365+15.0% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 193,556 | $1,360 萬 | 0.15% | −208,764−51.9% | 減碼 |
| Farmers & Merchants Investments Inc | 192,820 | $1,354 萬 | 0.42% | −578−0.3% | 減碼 |
| Empowered Funds, LLC | 190,330 | $1,337 萬 | 0.20% | +30,510+19.1% | 加碼 |
| Freestone Capital Holdings, LLC | 189,441 | $1,331 萬 | 0.46% | −15,978−7.8% | 減碼 |
| Allworth Financial LP | 170,123 | $1,319 萬 | 0.07% | +13,383+8.5% | 加碼 |
| Brevan Howard Capital Management LP | 187,203 | $1,315 萬 | 0.33% | −95,099−33.7% | 減碼 |
| Intact Investment Management Inc. | 187,000 | $1,313 萬 | 0.46% | +6,850+3.8% | 加碼 |
| Pinnacle Associates Ltd | 186,684 | $1,311 萬 | 0.18% | −15,329−7.6% | 減碼 |
| Grassi Investment Management | 186,613 | $1,311 萬 | 1.12% | −5,497−2.9% | 減碼 |
| MAI Capital Management | 183,035 | $1,286 萬 | 0.10% | +85,989+88.6% | 加碼 |
| NEOS Investment Management LLC | 182,126 | $1,279 萬 | 0.30% | +10,563+6.2% | 加碼 |
| CTC LLC | 180,660 | $1,269 萬 | 1.28% | +14,862+9.0% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 179,743 | $1,263 萬 | 0.83% | +2,498+1.4% | 加碼 |
| Maryland State Retirement & Pension System | 179,530 | $1,261 萬 | 0.27% | −22,571−11.2% | 減碼 |
| Louisiana State Employees Retirement System | 179,100 | $1,258 萬 | 0.24% | −12,500−6.5% | 減碼 |
| Securian Asset Management, Inc | 178,946 | $1,257 萬 | 0.37% | −9,311−4.9% | 減碼 |
| Avantax Advisory Services, Inc. | 178,408 | $1,253 萬 | 0.08% | +2,523+1.4% | 加碼 |
| Morningstar Investment Services LLC | 177,256 | $1,245 萬 | 1.13% | −1,656,780−90.3% | 減碼 |
| NorthCrest Asset Manangement, LLC | 176,604 | $1,240 萬 | 0.37% | +2,129+1.2% | 加碼 |
| Kestra Advisory Services, LLC | 176,568 | $1,240 萬 | 0.07% | −360,363−67.1% | 減碼 |
| Adams Asset Advisors, LLC | 175,889 | $1,235 萬 | 1.59% | −944−0.5% | 減碼 |
| Allianz SE | 173,185 | $1,219 萬 | 0.32% | +8,340+5.1% | 加碼 |
| Mark Asset Management LP | 173,001 | $1,215 萬 | 1.87% | −8,348−4.6% | 減碼 |
| NatWest Group plc | 172,484 | $1,212 萬 | 3.59% | +63,102+57.7% | 加碼 |
| Metis Global Partners, LLC | 172,335 | $1,210 萬 | 0.36% | +6,668+4.0% | 加碼 |
| EP Wealth Advisors, LLC | 172,050 | $1,208 萬 | 0.10% | −34,281−16.6% | 減碼 |
| Consilium Wealth Advisory, LLC | 171,018 | $1,201 萬 | 5.73% | +14,740+9.4% | 加碼 |
| Bessemer Group Inc | 169,491 | $1,191 萬 | 0.02% | +7,282+4.5% | 加碼 |
| Vestor Capital, LLC | 169,367 | $1,190 萬 | 0.91% | +169,367 | 新進 |
| BTC Capital Management, Inc. | 169,188 | $1,187 萬 | 1.10% | −39,598−19.0% | 減碼 |
| Canada Post Corp Registered Pension Plan | 168,036 | $1,180 萬 | 0.70% | +168,036 | 新進 |
| Vinva Investment Management Ltd | 167,628 | $1,180 萬 | 0.46% | +32,506+24.1% | 加碼 |
| Marathon Asset Mgmt Ltd | 167,251 | $1,175 萬 | 0.33% | −10,987−6.2% | 減碼 |
| Citizens Financial Group Inc | 164,109 | $1,153 萬 | 0.22% | −2,902−1.7% | 減碼 |
| Hoey Investments, Inc | 163,216 | $1,146 萬 | 1.95% | +19,620+13.7% | 加碼 |
| Wedmont Private Capital | 163,093 | $1,141 萬 | 0.60% | +2,608+1.6% | 加碼 |
| New Mexico Educational Retirement Board | 162,316 | $1,140 萬 | 0.38% | −8,200−4.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 161,192 | $1,132 萬 | 0.05% | −385,432−70.5% | 減碼 |
| Black Cypress Capital Management, LLC | 159,366 | $1,119 萬 | 9.70% | −11,838−6.9% | 減碼 |
| Prospera Financial Services Inc | 158,843 | $1,116 萬 | 0.26% | +20,411+14.7% | 加碼 |
| Longbow Finance SA | 157,710 | $1,108 萬 | 1.21% | +74,784+90.2% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 157,100 | $1,104 萬 | 0.31% | +157,100 | 新進 |
| Hilton Capital Management, LLC | 154,936 | $1,088 萬 | 0.94% | −20,263−11.6% | 減碼 |
| Brinker Capital Investments, LLC | 154,601 | $1,086 萬 | 0.11% | +12,028+8.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 154,601 | $1,086 萬 | 0.11% | +12,028+8.4% | 加碼 |
| Ategra Capital Management, LLC | 153,825 | $1,080 萬 | 7.29% | −42,900−21.8% | 減碼 |
| Sanders Capital, LLC | 152,720 | $1,073 萬 | 0.02% | +2,220+1.5% | 加碼 |
| First Hawaiian Bank | 152,642 | $1,072 萬 | 0.35% | −19,904−11.5% | 減碼 |
| Veridan Wealth LLC | 137,104 | $1,071 萬 | 5.02% | +137,104 | 新進 |
| Andra AP-fonden | 152,200 | $1,069 萬 | 0.17% | −82,800−35.2% | 減碼 |
| Eldred Rock Partners, LLC | 151,919 | $1,068 萬 | 3.67% | +478+0.3% | 加碼 |
| Jupiter Asset Management Ltd | 151,473 | $1,064 萬 | 0.10% | +151,473 | 新進 |
| Voleon Capital Management LP | 150,647 | $1,058 萬 | 0.79% | +150,647 | 新進 |
| RBF Capital, LLC | 150,000 | $1,054 萬 | 0.55% | 00.0% | 不變 |
| Norinchukin Bank, The | 148,491 | $1,043 萬 | 0.22% | +9,306+6.7% | 加碼 |
| Tocqueville Asset Management L.P. | 147,315 | $1,035 萬 | 0.16% | −3,520−2.3% | 減碼 |
| Channing Capital Management, LLC | 145,663 | $1,023 萬 | 0.27% | −7,922−5.2% | 減碼 |
| First American Trust, FSB | 145,107 | $1,019 萬 | 1.02% | +145,107 | 新進 |
| Point72 Hong Kong Ltd | 144,722 | $1,017 萬 | 0.63% | −13,304−8.4% | 減碼 |
| Nomura Holdings Inc | 143,612 | $1,009 萬 | 0.05% | +113,345+374.5% | 加碼 |
| Poehling Capital Management, LLC | 143,127 | $1,005 萬 | 2.47% | −1,127−0.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 141,087 | $991.0 萬 | 0.09% | +15,424+12.3% | 加碼 |
| CSM Advisors, LLC | 140,722 | $988.3 萬 | 0.46% | −2,790−1.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 140,029 | $983.6 萬 | 0.38% | +34,494+32.7% | 加碼 |
| Tritonpoint Wealth, LLC | 138,523 | $973.0 萬 | 0.88% | −5,440−3.8% | 減碼 |
| Lido Advisors, LLC | 137,395 | $965.1 萬 | 0.06% | +2,798+2.1% | 加碼 |
| L & S Advisors Inc | 137,361 | $964.8 萬 | 1.06% | +137,361 | 新進 |
| Blume Capital Management, Inc. | 137,071 | $962.8 萬 | 2.16% | −8,585−5.9% | 減碼 |
| Skba Capital Management LLC | 137,050 | $962.6 萬 | 1.52% | −29,400−17.7% | 減碼 |
| Meritage Portfolio Management | 136,269 | $957.2 萬 | 0.59% | −2,852−2.1% | 減碼 |
| Essential Planning, LLC. | 137,618 | $936.6 萬 | 0.06% | +137,618 | 新進 |
| Exchange Traded Concepts, LLC | 132,189 | $928.5 萬 | 0.19% | −28,985−18.0% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 130,504 | $916.7 萬 | 1.01% | +5,215+4.2% | 加碼 |
| Hikari Power Ltd | 130,460 | $916.4 萬 | 0.79% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 129,555 | $910.0 萬 | 0.50% | −8,010−5.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 129,304 | $908.2 萬 | 0.03% | −2,249−1.7% | 減碼 |
| GLOBALT Investments LLC | 129,240 | $907.8 萬 | 0.35% | +27,211+26.7% | 加碼 |
| New England Asset Management Inc | 129,065 | $906.6 萬 | 1.55% | −17,955−12.2% | 減碼 |
| Shelton Capital Management | 128,871 | $905.2 萬 | 0.23% | −31,859−19.8% | 減碼 |
| Sirios Capital Management L P | 128,319 | $901.3 萬 | 1.62% | −74,647−36.8% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 127,574 | $896.1 萬 | 0.25% | +6,397+5.3% | 加碼 |
| Tufton Capital Management | 126,672 | $889.7 萬 | 1.68% | −1,915−1.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 126,607 | $889.3 萬 | 0.02% | +60,544+91.6% | 加碼 |
| Estabrook Capital Management | 126,595 | $889.2 萬 | 1.37% | −1,333−1.0% | 減碼 |
| Empirical Finance, LLC | 125,837 | $883.9 萬 | 0.51% | −1,957−1.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 125,718 | $883.0 萬 | 0.09% | −82,928−39.7% | 減碼 |