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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 76,476 | $537.2 萬 | 0.08% | −20,269−21.0% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 76,415 | $536.7 萬 | 0.56% | −4,686−5.8% | 減碼 |
| Resources Investment Advisors, LLC. | 76,139 | $534.8 萬 | 0.06% | −83,567−52.3% | 減碼 |
| Groupama Asset Managment | 75,652 | $532.7 萬 | 0.11% | +17,841+30.9% | 加碼 |
| Bard Financial Services, Inc. | 75,830 | $532.6 萬 | 0.64% | −12,525−14.2% | 減碼 |
| Americana Partners, LLC | 75,791 | $532.4 萬 | 0.22% | +67,001+762.2% | 加碼 |
| Gotham Asset Management, LLC | 75,310 | $529.0 萬 | 0.05% | +2,064+2.8% | 加碼 |
| Synovus Financial Corp | 75,287 | $528.9 萬 | 0.07% | −23,762−24.0% | 減碼 |
| Alpha DNA Investment Management LLC | 75,109 | $527.6 萬 | 2.88% | +40,171+115.0% | 加碼 |
| TD Private Client Wealth LLC | 74,829 | $525.6 萬 | 0.15% | −1,925−2.5% | 減碼 |
| HighMark Wealth Management LLC | 74,799 | $525.4 萬 | 3.02% | +290.0% | 加碼 |
| Axxcess Wealth Management, LLC | 74,577 | $523.8 萬 | 0.13% | −5,456−6.8% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 74,304 | $521.9 萬 | 0.08% | +74,304 | 新進 |
| Sustainable Insight Capital Management, LLC | 74,200 | $521.2 萬 | 2.28% | +74,200 | 新進 |
| Greenleaf Trust | 74,153 | $520.9 萬 | 0.05% | +1,791+2.5% | 加碼 |
| Weik Capital Management | 74,118 | $520.6 萬 | 2.12% | −555−0.7% | 減碼 |
| NorthRock Partners, LLC | 73,933 | $519.3 萬 | 0.17% | −3,001−3.9% | 減碼 |
| Burney Co | 73,907 | $519.1 萬 | 0.18% | +37,324+102.0% | 加碼 |
| Bahl & Gaynor Inc | 73,038 | $513.0 萬 | 0.03% | −432−0.6% | 減碼 |
| Bleakley Financial Group, LLC | 72,893 | $512.0 萬 | 0.15% | +4,482+6.6% | 加碼 |
| First National Advisers, LLC | 72,488 | $509.1 萬 | 0.82% | +3,503+5.1% | 加碼 |
| Thompson Siegel & Walmsley LLC | 72,365 | $508.3 萬 | 0.08% | −319−0.4% | 減碼 |
| Richard Bernstein Advisors LLC | 72,255 | $507.5 萬 | 0.11% | 00.0% | 不變 |
| R.H. Investment Group, LLC | 71,978 | $505.6 萬 | 4.77% | +71,978 | 新進 |
| Culbertson A N & Co Inc | 71,406 | $501.6 萬 | 0.80% | +5,219+7.9% | 加碼 |
| Picton Mahoney Asset Management | 71,259 | $500.4 萬 | 0.19% | −1,521−2.1% | 減碼 |
| Bryn Mawr Trust Co | 70,430 | $494.7 萬 | 0.09% | +10,057+16.7% | 加碼 |
| HighPoint Advisor Group LLC | 62,626 | $493.1 萬 | 0.27% | +1,119+1.8% | 加碼 |
| Warren Averett Asset Management, LLC | 68,313 | $479.8 萬 | 0.07% | +14,103+26.0% | 加碼 |
| Portfolio Design Labs, LLC | 68,158 | $478.7 萬 | 0.98% | +11,844+21.0% | 加碼 |
| Sterling Capital Management LLC | 68,156 | $478.7 萬 | 0.07% | −5,869−7.9% | 減碼 |
| Trajan Wealth LLC | 67,690 | $475.5 萬 | 0.26% | +6,852+11.3% | 加碼 |
| Hamilton Capital Partners Inc. | 67,374 | $473.2 萬 | 0.35% | +4,185+6.6% | 加碼 |
| BTG Pactual Asset Management US LLC | 67,282 | $472.6 萬 | 0.61% | +67,282 | 新進 |
| Bradley Foster & Sargent Inc | 66,820 | $469.3 萬 | 0.08% | −968−1.4% | 減碼 |
| Brighton Jones LLC | 66,233 | $465.2 萬 | 0.13% | +25,436+62.3% | 加碼 |
| Ritholtz Wealth Management | 66,089 | $464.2 萬 | 0.14% | +7,954+13.7% | 加碼 |
| New Age Alpha Advisors, LLC | 65,905 | $462.9 萬 | 0.19% | +65,905 | 新進 |
| Daymark Wealth Partners, LLC | 65,524 | $460.2 萬 | 0.19% | −8,491−11.5% | 減碼 |
| Robinson Value Management, Ltd. | 65,324 | $458.8 萬 | 3.03% | −36,048−35.6% | 減碼 |
| Stance Capital LLC | 65,096 | $457.2 萬 | 2.83% | +65,096 | 新進 |
| Paradigm Asset Management Co LLC | 64,352 | $452.0 萬 | 1.24% | +21,500+50.2% | 加碼 |
| Royal Fund Management, LLC | 63,636 | $447.0 萬 | 0.49% | +44,472+232.1% | 加碼 |
| Vise Technologies, Inc. | 63,590 | $446.7 萬 | 0.37% | +9,199+16.9% | 加碼 |
| AIA Group Ltd | 63,243 | $444.2 萬 | 0.11% | −5,276−7.7% | 減碼 |
| Vestcor Inc | 63,156 | $443.6 萬 | 0.15% | −5,684−8.3% | 減碼 |
| Qsemble Capital Management, LP | 63,039 | $442.8 萬 | 0.59% | +6,923+12.3% | 加碼 |
| Commerzbank Aktiengesellschaft | 62,967 | $442.3 萬 | 0.11% | −21,185−25.2% | 減碼 |
| Connable Office Inc | 62,907 | $441.9 萬 | 0.46% | −1,224−1.9% | 減碼 |
| Global Retirement Partners, LLC | 61,823 | $434.2 萬 | 0.12% | +1,976+3.3% | 加碼 |
| Van Eck Associates Corp | 61,828 | $434.2 萬 | 0.01% | +61,828 | 新進 |
| Cullen/Frost Bankers, Inc. | 61,703 | $433.4 萬 | 0.06% | −385−0.6% | 減碼 |
| Meeder Advisory Services, Inc. | 61,516 | $432.1 萬 | 0.27% | +1,518+2.5% | 加碼 |
| Pitcairn Co | 60,879 | $427.6 萬 | 0.25% | +8,793+16.9% | 加碼 |
| Peapack Gladstone Financial Corp | 60,469 | $424.7 萬 | 0.06% | −1,289−2.1% | 減碼 |
| Guardian Partners Inc. | 59,273 | $424.2 萬 | 0.43% | +59,273 | 新進 |
| BWM Planning, LLC | 60,015 | $421.5 萬 | 1.83% | 00.0% | 不變 |
| HAP Trading, LLC | 59,934 | $421.0 萬 | 1.41% | +22,197+58.8% | 加碼 |
| Regions Financial Corp | 59,878 | $420.6 萬 | 0.03% | −6,743−10.1% | 減碼 |
| Oldfather Financial Services, LLC | 59,605 | $418.7 萬 | 1.60% | −4,971−7.7% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 59,542 | $418.2 萬 | 2.88% | 00.0% | 不變 |
| Bank of Stockton | 59,476 | $417.8 萬 | 1.27% | −1,753−2.9% | 減碼 |
| Engineers Gate Manager LP | 59,377 | $417.1 萬 | 0.07% | −192,831−76.5% | 減碼 |
| Convergence Investment Partners, LLC | 59,369 | $417.0 萬 | 0.93% | +7,286+14.0% | 加碼 |
| Headlands Technologies LLC | 59,180 | $415.7 萬 | 0.42% | +766+1.3% | 加碼 |
| Lee Danner & Bass Inc | 58,396 | $410.2 萬 | 0.33% | −500−0.8% | 減碼 |
| Quinn Opportunity Partners LLC | 57,471 | $403.7 萬 | 0.29% | +57,471 | 新進 |
| Algert Global LLC | 56,929 | $399.9 萬 | 0.09% | −13,549−19.2% | 減碼 |
| Signet Financial Management, LLC | 56,916 | $399.8 萬 | 0.51% | +230+0.4% | 加碼 |
| Fayez Sarofim & Co | 56,853 | $399.3 萬 | 0.01% | −25,000−30.5% | 減碼 |
| Parcion Private Wealth LLC | 56,834 | $399.2 萬 | 0.31% | 00.0% | 不變 |
| DMKC Advisory Services, LLC | 56,679 | $398.1 萬 | 3.61% | +56,679 | 新進 |
| Lowe Brockenbrough & Co Inc | 56,613 | $397.6 萬 | 0.25% | −422−0.7% | 減碼 |
| Portside Wealth Group, LLC | 56,588 | $397.5 萬 | 0.66% | −466−0.8% | 減碼 |
| Ascent Group, LLC | 56,228 | $394.9 萬 | 0.30% | +4,193+8.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56,215 | $394.9 萬 | 0.14% | −6,292−10.1% | 減碼 |
| Waterloo Capital, L.P. | 56,028 | $393.5 萬 | 0.41% | −5,428−8.8% | 減碼 |
| Forum Financial Management, LP | 55,896 | $392.6 萬 | 0.07% | +7,139+14.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 55,872 | $392.4 萬 | 0.53% | −234−0.4% | 減碼 |
| Pinnacle Financial Partners Inc | 61,125 | $392.3 萬 | 0.08% | +12,245+25.1% | 加碼 |
| Two Sigma Investments, LP | 55,459 | $389.5 萬 | 0.01% | −3,489,985−98.4% | 減碼 |
| Thoroughbred Financial Services, LLC | 55,377 | $388.9 萬 | 0.24% | +5,704+11.5% | 加碼 |
| L2 Asset Management, LLC | 55,202 | $387.7 萬 | 0.85% | +4,578+9.0% | 加碼 |
| Advisors Asset Management, Inc. | 55,180 | $387.6 萬 | 0.07% | +7,208+15.0% | 加碼 |
| MUFG Securities Americas Inc. | 55,159 | $387.4 萬 | 0.49% | +55,159 | 新進 |
| Mitchell Sinkler & Starr | 55,125 | $387.2 萬 | 1.03% | 00.0% | 不變 |
| Huntington National Bank | 54,961 | $386.0 萬 | 0.03% | +6,104+12.5% | 加碼 |
| Altrafin AG | 54,600 | $383.5 萬 | 1.33% | −3,300−5.7% | 減碼 |
| Norden Group LLC | 54,576 | $383.3 萬 | 0.43% | −5,943−9.8% | 減碼 |
| Haverford Trust Co | 54,319 | $381.5 萬 | 0.04% | +754+1.4% | 加碼 |
| Checchi Capital Advisers, LLC | 54,313 | $381.5 萬 | 0.29% | +1,126+2.1% | 加碼 |
| Ethic Inc. | 54,048 | $379.6 萬 | 0.08% | +19,955+58.5% | 加碼 |
| Signaturefd, LLC | 53,657 | $376.9 萬 | 0.07% | +3,625+7.2% | 加碼 |
| S&CO Inc | 53,658 | $376.8 萬 | 0.26% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 53,608 | $376.5 萬 | 0.04% | +2,602+5.1% | 加碼 |
| La Banque Postale Asset Management SA | 53,216 | $373.8 萬 | 0.05% | +35,429+199.2% | 加碼 |
| Clear Harbor Asset Management, LLC | 53,149 | $373.3 萬 | 0.30% | +1,381+2.7% | 加碼 |
| Focus Financial Network, Inc. | 53,125 | $373.1 萬 | 0.15% | −6,687−11.2% | 減碼 |
| Verdence Capital Advisors LLC | 52,807 | $370.9 萬 | 0.30% | +4,461+9.2% | 加碼 |
| Trust Point Inc. | 52,727 | $370.4 萬 | 0.26% | +1,767+3.5% | 加碼 |