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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 124,700 | $875.9 萬 | 0.26% | −4,600−3.6% | 減碼 |
| Algebris (UK) Ltd | 128,195 | $869.7 萬 | 2.20% | +706+0.6% | 加碼 |
| Monte Financial Group, LLC | 123,414 | $866.9 萬 | 3.71% | −3,523−2.8% | 減碼 |
| Gibraltar Capital Management, Inc. | 121,346 | $852.3 萬 | 3.76% | +240.0% | 加碼 |
| Uncommon Cents Investing LLC | 121,039 | $850.2 萬 | 2.53% | −5,185−4.1% | 減碼 |
| Park Avenue Securities LLC | 120,843 | $848.8 萬 | 0.09% | +14,477+13.6% | 加碼 |
| Integrated Wealth Concepts LLC | 118,071 | $829.3 萬 | 0.10% | +39,635+50.5% | 加碼 |
| InvesTrust | 116,793 | $821.0 萬 | 2.28% | +116,793 | 新進 |
| DCM Advisors, LLC | 116,961 | $819.8 萬 | 3.85% | +5,677+5.1% | 加碼 |
| Salzhauer Michael | 133,733 | $814.8 萬 | 4.17% | +10,700+8.7% | 加碼 |
| Vident Advisory, LLC | 114,706 | $805.7 萬 | 0.14% | +27,235+31.1% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 114,650 | $805.3 萬 | 2.13% | −74,456−39.4% | 減碼 |
| Toroso Investments, LLC | 114,452 | $803.9 萬 | 0.07% | −24,361−17.5% | 減碼 |
| Sicart Associates LLC | 114,025 | $800.9 萬 | 2.86% | −4,300−3.6% | 減碼 |
| Whittier Trust Co | 114,002 | $800.7 萬 | 0.11% | +12,436+12.2% | 加碼 |
| Legacy Private Trust Co. | 113,975 | $800.6 萬 | 0.52% | +108,280+1,901.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 113,526 | $797.4 萬 | 0.30% | −710−0.6% | 減碼 |
| Principal Securities, Inc. | 113,442 | $796.8 萬 | 0.18% | +12,609+12.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 110,992 | $791.3 萬 | 0.09% | +25,614+30.0% | 加碼 |
| ING Groep NV | 112,279 | $788.6 萬 | 0.05% | −21,076−15.8% | 減碼 |
| Sowell Financial Services LLC | 111,945 | $786.3 萬 | 0.41% | −10,233−8.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 111,655 | $784.3 萬 | 0.10% | −46,940−29.6% | 減碼 |
| IMC-Chicago, LLC | 111,504 | $783.2 萬 | 0.21% | +111,504 | 新進 |
| Rathbone Brothers plc | 110,062 | $773.1 萬 | 0.04% | −545−0.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 169,752 | $770.7 萬 | 1.34% | +68,975+68.4% | 加碼 |
| Baxter Bros Inc | 109,716 | $770.6 萬 | 1.01% | −3,550−3.1% | 減碼 |
| RiverFront Investment Group, LLC | 109,496 | $769.1 萬 | 0.18% | −6,998−6.0% | 減碼 |
| Advisory Services Network, LLC | 106,633 | $749.0 萬 | 0.14% | +3,055+2.9% | 加碼 |
| California First Leasing Corp | 106,400 | $747.4 萬 | 3.08% | 00.0% | 不變 |
| Unison Asset Management LLC | 105,925 | $744.0 萬 | 3.65% | +2,684+2.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 105,715 | $742.5 萬 | 0.16% | −2,162−2.0% | 減碼 |
| NBW Capital LLC | 105,676 | $742.3 萬 | 1.38% | −158−0.1% | 減碼 |
| Clearbridge Investments, LLC | 104,837 | $736.4 萬 | 0.01% | −39,997−27.6% | 減碼 |
| Prudential PLC | 103,399 | $726.3 萬 | 0.04% | −4,679−4.3% | 減碼 |
| Cynosure Management, LLC | 102,396 | $719.2 萬 | 1.07% | −4,762−4.4% | 減碼 |
| Allstate Corp | 101,579 | $713.5 萬 | 0.21% | +101,579 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 101,463 | $712.7 萬 | 0.03% | +4,748+4.9% | 加碼 |
| Beacon Financial Group | 101,451 | $712.6 萬 | 0.77% | −5,037−4.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 100,599 | $706.6 萬 | 0.47% | +9,269+10.1% | 加碼 |
| DRW Securities, LLC | 100,196 | $703.8 萬 | 0.48% | +85,645+588.6% | 加碼 |
| Voloridge Investment Management, LLC | 100,000 | $702.4 萬 | 0.02% | +100,000 | 新進 |
| Hodges Capital Management Inc. | 99,612 | $699.7 萬 | 0.42% | +40,437+68.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 98,699 | $693.3 萬 | 0.12% | +19,757+25.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 98,669 | $693.1 萬 | 0.25% | +2,806+2.9% | 加碼 |
| Hutchinson Capital Management | 98,511 | $691.9 萬 | 1.31% | −1,974−2.0% | 減碼 |
| CMT Capital Markets Trading GmbH | 98,500 | $691.9 萬 | 4.12% | −31,500−24.2% | 減碼 |
| Alerus Financial NA | 98,465 | $691.6 萬 | 0.53% | −40,247−29.0% | 減碼 |
| Callan Family Office, LLC | 98,339 | $690.7 萬 | 0.44% | +91,731+1,388.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 96,806 | $680.0 萬 | 0.07% | −63−0.1% | 減碼 |
| Western Financial Corp | 96,067 | $674.8 萬 | 3.71% | +1,032+1.1% | 加碼 |
| Merit Financial Group, LLC | 95,923 | $673.8 萬 | 0.12% | +8,311+9.5% | 加碼 |
| Assenagon Asset Management S.A. | 95,846 | $673.2 萬 | 0.01% | −554−0.6% | 減碼 |
| Savant Capital, LLC | 95,767 | $672.7 萬 | 0.05% | +6,075+6.8% | 加碼 |
| Siemens Fonds Invest GmbH | 95,057 | $669.3 萬 | 0.70% | +3,010+3.3% | 加碼 |
| Empower Advisory Group, LLC | 95,081 | $667.8 萬 | 0.02% | +15,473+19.4% | 加碼 |
| Hancock Whitney Corp | 94,659 | $664.9 萬 | 0.21% | +3,599+4.0% | 加碼 |
| Winslow Asset Management Inc | 94,329 | $662.6 萬 | 1.32% | −419−0.4% | 減碼 |
| CAPROCK Group, Inc. | 94,222 | $661.8 萬 | 0.22% | +10,551+12.6% | 加碼 |
| Umb Bank N A | 93,713 | $658.2 萬 | 0.10% | −202−0.2% | 減碼 |
| Laurion Capital Management LP | 93,045 | $653.5 萬 | 0.41% | +85,741+1,173.9% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 92,822 | $652.0 萬 | 2.43% | −230.0% | 減碼 |
| First National Bank of Omaha | 92,602 | $650.4 萬 | 0.42% | −4,451−4.6% | 減碼 |
| Semmax Financial Advisors Inc. | 81,559 | $646.4 萬 | 1.72% | −11,560−12.4% | 減碼 |
| Clearstead Advisors, LLC | 91,702 | $644.1 萬 | 0.10% | −556−0.6% | 減碼 |
| Hantz Financial Services, Inc. | 91,543 | $643.0 萬 | 0.11% | +88,036+2,510.3% | 加碼 |
| Oddo BHF Asset Management SAS | 91,366 | $641.8 萬 | 0.32% | +12,557+15.9% | 加碼 |
| Cohen Klingenstein LLC | 90,900 | $638.5 萬 | 0.22% | 00.0% | 不變 |
| Olstein Capital Management, L.P. | 89,000 | $625.1 萬 | 1.10% | −35,000−28.2% | 減碼 |
| Gifford Fong Associates | 88,052 | $618.5 萬 | 1.52% | 00.0% | 不變 |
| Kempen Capital Management N.V. | 87,808 | $616.8 萬 | 0.06% | +87,808 | 新進 |
| Drucker Wealth 3.0, LLC | 87,603 | $615.3 萬 | 1.42% | −1,758−2.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 87,552 | $615.0 萬 | 0.20% | −2,571−2.9% | 減碼 |
| Stephens Inc | 87,312 | $613.3 萬 | 0.09% | −206−0.2% | 減碼 |
| Wesleyan Assurance Society | 86,500 | $607.9 萬 | 0.47% | 00.0% | 不變 |
| Argent Trust Co | 86,367 | $606.6 萬 | 0.25% | −5,918−6.4% | 減碼 |
| King Luther Capital Management Corp | 86,082 | $604.6 萬 | 0.03% | +402+0.5% | 加碼 |
| Mission Wealth Management, LP | 85,679 | $601.8 萬 | 0.14% | +3,813+4.7% | 加碼 |
| Mill Capital Management, LLC | 85,455 | $600.2 萬 | 0.47% | 00.0% | 不變 |
| Harvest Portfolios Group Inc. | 85,189 | $598.4 萬 | 0.20% | −18,939−18.2% | 減碼 |
| Clayton Partners LLC | 83,899 | $589.3 萬 | 4.08% | −4,366−4.9% | 減碼 |
| HB Wealth Management, LLC | 83,709 | $588.0 萬 | 0.06% | +10,711+14.7% | 加碼 |
| Plato Investment Management Ltd | 82,926 | $584.6 萬 | 0.43% | +8,361+11.2% | 加碼 |
| Continental Advisors LLC | 83,106 | $583.7 萬 | 4.43% | −8,800−9.6% | 減碼 |
| Catalyst Funds Management Pty Ltd | 83,100 | $583.7 萬 | 1.44% | +42,000+102.2% | 加碼 |
| Jefferies Financial Group Inc. | 81,180 | $570.2 萬 | 0.06% | +58,797+262.7% | 加碼 |
| Banco Santander, S.A. | 81,149 | $570.0 萬 | 0.07% | −2,224−2.7% | 減碼 |
| Pensionmark Financial Group, LLC | 80,928 | $568.4 萬 | 0.16% | +5,496+7.3% | 加碼 |
| Twin Capital Management Inc | 80,724 | $567.0 萬 | 0.62% | +1,072+1.3% | 加碼 |
| Woodward Diversified Capital, LLC | 80,656 | $566.5 萬 | 4.16% | −225−0.3% | 減碼 |
| Wolverine Trading, LLC | 79,761 | $561.6 萬 | 0.13% | −1,441−1.8% | 減碼 |
| Farther Finance Advisors, LLC | 79,542 | $558.7 萬 | 0.20% | +856+1.1% | 加碼 |
| Horizon Investments, LLC | 79,320 | $554.4 萬 | 0.16% | +1,267+1.6% | 加碼 |
| United Services Automobile Association | 78,455 | $551.1 萬 | 0.18% | −1,518−1.9% | 減碼 |
| Apollon Wealth Management, LLC | 78,368 | $550.5 萬 | 0.13% | +4,865+6.6% | 加碼 |
| Brookmont Capital Management | 77,730 | $546.0 萬 | 2.92% | −8,954−10.3% | 減碼 |
| Barr E S & Co | 77,694 | $545.7 萬 | 0.32% | −1,594−2.0% | 減碼 |
| Kingsview Wealth Management, LLC | 77,045 | $541.2 萬 | 0.11% | −929−1.2% | 減碼 |
| PEAK6 LLC | 77,044 | $541.2 萬 | 0.21% | +77,044 | 新進 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $540.8 萬 | 0.66% | 00.0% | 不變 |
| Independent Advisor Alliance | 76,972 | $540.7 萬 | 0.07% | +13,305+20.9% | 加碼 |