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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 52,683 | $370.0 萬 | 0.18% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 52,576 | $369.3 萬 | 1.81% | +158+0.3% | 加碼 |
| Wittenberg Investment Management, Inc. | 52,457 | $368.5 萬 | 1.45% | −52,073−49.8% | 減碼 |
| Wedbush Securities Inc | 52,061 | $365.7 萬 | 0.13% | +286+0.6% | 加碼 |
| Associated Banc-Corp | 51,830 | $364.1 萬 | 0.11% | −1,059−2.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 51,805 | $363.9 萬 | 0.13% | −3,020−5.5% | 減碼 |
| Wetherby Asset Management Inc | 51,670 | $362.9 萬 | 0.17% | −2,178−4.0% | 減碼 |
| Profund Advisors LLC | 51,641 | $362.7 萬 | 0.13% | −8,222−13.7% | 減碼 |
| Stonebridge Capital Advisors LLC | 51,452 | $361.4 萬 | 0.29% | −1,625−3.1% | 減碼 |
| Jackson Hole Capital Partners, LLC | 51,291 | $360.3 萬 | 0.73% | +347+0.7% | 加碼 |
| Cornercap Investment Counsel Inc | 51,193 | $359.6 萬 | 1.16% | −1,732−3.3% | 減碼 |
| FineMark National Bank & Trust | 51,038 | $358.5 萬 | 0.13% | −938−1.8% | 減碼 |
| Williams Jones Wealth Management, LLC. | 51,025 | $358.4 萬 | 0.04% | −3,621−6.6% | 減碼 |
| Pavion Blue Capital, LLC | 50,772 | $356.6 萬 | 1.67% | −169−0.3% | 減碼 |
| SOL Capital Management CO | 50,513 | $354.8 萬 | 0.40% | −50−0.1% | 減碼 |
| 44 Wealth Management LLC | 50,512 | $354.8 萬 | 1.36% | −4,109−7.5% | 減碼 |
| Coldstream Capital Management Inc | 50,072 | $351.7 萬 | 0.07% | +6,099+13.9% | 加碼 |
| Perkins Coie Trust Co | 50,063 | $351.6 萬 | 0.77% | −437−0.9% | 減碼 |
| Aft, Forsyth & Sober, LLC | 50,000 | $351.2 萬 | 1.14% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 49,999 | $351.2 萬 | 0.26% | −1,046−2.0% | 減碼 |
| Boston Private Wealth LLC | 49,637 | $348.7 萬 | 0.07% | +49,637 | 新進 |
| Crestline Management, LP | 49,564 | $348.1 萬 | 0.12% | +22,495+83.1% | 加碼 |
| Transcend Wealth Collective, LLC | 49,559 | $348.1 萬 | 0.25% | −2,418−4.7% | 減碼 |
| Qtron Investments LLC | 49,460 | $347.4 萬 | 0.49% | −9,090−15.5% | 減碼 |
| Sigma Planning Corp | 49,431 | $347.2 萬 | 0.11% | −7,800−13.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 49,301 | $346.3 萬 | 0.19% | +3,520+7.7% | 加碼 |
| IMS Capital Management | 49,133 | $345.1 萬 | 1.60% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 49,062 | $344.6 萬 | 0.10% | +315+0.6% | 加碼 |
| Buckingham Strategic Partners | 49,050 | $344.5 萬 | 0.06% | +4,377+9.8% | 加碼 |
| IFP Advisors, Inc | 48,878 | $343.3 萬 | 0.11% | +8,470+21.0% | 加碼 |
| Asio Capital, LLC | 48,760 | $342.5 萬 | 0.65% | −15,230−23.8% | 減碼 |
| CWA Asset Management Group, LLC | 48,510 | $340.7 萬 | 0.17% | +7,791+19.1% | 加碼 |
| Moors & Cabot, Inc. | 48,274 | $339.1 萬 | 0.16% | −3,459−6.7% | 減碼 |
| Inkwell Capital LLC | 48,030 | $337.4 萬 | 3.61% | +48,030 | 新進 |
| 3Chopt Investment Partners, LLC | 47,722 | $335.2 萬 | 1.15% | +348+0.7% | 加碼 |
| WCG Wealth Advisors LLC | 47,635 | $334.6 萬 | 0.22% | +1,463+3.2% | 加碼 |
| Somerset Group LLC | 47,629 | $334.5 萬 | 3.06% | 00.0% | 不變 |
| Fiduciary Trust Co | 47,611 | $334.4 萬 | 0.04% | +1,704+3.7% | 加碼 |
| Geneos Wealth Management Inc. | 47,535 | $333.9 萬 | 0.12% | −791−1.6% | 減碼 |
| Optimas Capital Ltd | 47,400 | $332.9 萬 | 4.49% | +47,400 | 新進 |
| Twin City Private Wealth, LLC | 47,062 | $330.6 萬 | 2.92% | −4,849−9.3% | 減碼 |
| Capital Investment Advisors, LLC | 47,058 | $330.5 萬 | 0.07% | −2,197−4.5% | 減碼 |
| Brown Brothers Harriman & Co | 46,876 | $329.3 萬 | 0.02% | +4,173+9.8% | 加碼 |
| Benjamin Edwards Inc | 46,729 | $328.3 萬 | 0.05% | −10,730−18.7% | 減碼 |
| Welch & Forbes LLC | 46,363 | $325.7 萬 | 0.04% | +199+0.4% | 加碼 |
| Choate Investment Advisors | 46,347 | $325.5 萬 | 0.08% | +5,033+12.2% | 加碼 |
| Coppell Advisory Solutions LLC | 46,138 | $324.9 萬 | 0.46% | −1,826−3.8% | 減碼 |
| Avitas Wealth Management LLC | 46,138 | $324.1 萬 | 0.45% | +300+0.7% | 加碼 |
| Vontobel Holding Ltd. | 46,051 | $323.5 萬 | 0.01% | −2,182−4.5% | 減碼 |
| Stonegate Investment Group, LLC | 46,036 | $323.4 萬 | 0.09% | +603+1.3% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $322.9 萬 | 1.19% | 00.0% | 不變 |
| Moody National Bank Trust Division | 45,940 | $322.7 萬 | 0.34% | −2,472−5.1% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 45,877 | $322.2 萬 | 0.90% | +37,877+473.5% | 加碼 |
| Capital Asset Advisory Services LLC | 45,005 | $320.9 萬 | 0.16% | −2,844−5.9% | 減碼 |
| SWS Partners | 45,688 | $320.9 萬 | 0.97% | −1,480−3.1% | 減碼 |
| Joel Isaacson & Co., LLC | 45,477 | $319.4 萬 | 0.14% | +321+0.7% | 加碼 |
| D L Carlson Investment Group Inc | 45,055 | $316.5 萬 | 0.56% | −420−0.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 45,046 | $316.4 萬 | 0.09% | +3,643+8.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 44,969 | $315.9 萬 | 0.06% | −780−1.7% | 減碼 |
| Kuhn & Co Investment Counsel | 44,942 | $315.7 萬 | 2.68% | 00.0% | 不變 |
| HM Payson & Co | 44,705 | $314.0 萬 | 0.05% | +450+1.0% | 加碼 |
| Cidel Asset Management Inc | 44,634 | $313.5 萬 | 0.21% | −5,347−10.7% | 減碼 |
| F/M Investments LLC | 44,527 | $312.8 萬 | 0.12% | +7,131+19.1% | 加碼 |
| RNC Capital Management LLC | 44,476 | $312.4 萬 | 0.17% | +25,127+129.9% | 加碼 |
| Angeles Wealth Management, LLC | 44,469 | $312.4 萬 | 0.26% | +29,604+199.2% | 加碼 |
| Cohen Investment Advisors LLC | 44,364 | $311.6 萬 | 1.88% | +916+2.1% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $311.2 萬 | 0.03% | 00.0% | 不變 |
| NBT Bank N A | 44,289 | $311.1 萬 | 0.22% | −602−1.3% | 減碼 |
| Goelzer Investment Management, Inc. | 44,110 | $309.8 萬 | 0.18% | −1,223−2.7% | 減碼 |
| Oppenheimer & Co Inc | 44,007 | $309.1 萬 | 0.05% | +5,717+14.9% | 加碼 |
| Franklin Street Advisors Inc | 43,261 | $303.9 萬 | 0.20% | −810−1.8% | 減碼 |
| Trust Asset Management LLC | 43,152 | $303.1 萬 | 0.24% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 42,982 | $301.9 萬 | 0.19% | +5,974+16.1% | 加碼 |
| White Pine Capital LLC | 42,888 | $301.2 萬 | 1.01% | −32−0.1% | 減碼 |
| NWF Advisory Services Inc. | 42,819 | $300.8 萬 | 0.44% | −2,947−6.4% | 減碼 |
| Argyle Capital Management Inc. | 42,796 | $300.6 萬 | 1.18% | +703+1.7% | 加碼 |
| Peoples Bank | 42,789 | $300.5 萬 | 2.08% | −1,120−2.6% | 減碼 |
| Naviter Wealth, LLC | 42,506 | $298.6 萬 | 0.36% | +775+1.9% | 加碼 |
| Wynn Capital, LLC | 42,491 | $298.5 萬 | 1.88% | −75−0.2% | 減碼 |
| GAMMA Investing LLC | 42,478 | $298.4 萬 | 0.25% | +4,999+13.3% | 加碼 |
| KCM Investment Advisors LLC | 42,460 | $298.2 萬 | 0.10% | +2,464+6.2% | 加碼 |
| Sumitomo Life Insurance Co | 42,419 | $298.0 萬 | 0.06% | −888−2.1% | 減碼 |
| Gs Investments, Inc. | 42,400 | $297.8 萬 | 1.35% | 00.0% | 不變 |
| Smith, Salley & Associates | 42,334 | $297.4 萬 | 0.19% | +512+1.2% | 加碼 |
| Kodai Capital Management LP | 42,257 | $296.8 萬 | 0.12% | +42,257 | 新進 |
| Cullinan Associates Inc | 42,245 | $296.7 萬 | 0.19% | −1,900−4.3% | 減碼 |
| LGT Fund Management Co Ltd. | 41,995 | $295.0 萬 | 0.26% | 00.0% | 不變 |
| Central Trust Co | 41,962 | $294.7 萬 | 0.07% | +1,814+4.5% | 加碼 |
| Madison Asset Management, LLC | 41,587 | $292.1 萬 | 0.03% | −48,141−53.7% | 減碼 |
| Madison Investment Advisors, LLC | 41,587 | $292.1 萬 | 0.03% | +41,587 | 新進 |
| Central Pacific Bank - Trust Division | 41,570 | $292.0 萬 | 0.38% | −10,500−20.2% | 減碼 |
| HTLF Bank | 41,494 | $291.5 萬 | 0.33% | −2,384−5.4% | 減碼 |
| Ballentine Partners, LLC | 41,289 | $290.0 萬 | 0.05% | +1,622+4.1% | 加碼 |
| MUFG Securities EMEA plc | 40,999 | $288.0 萬 | 0.05% | −141,001−77.5% | 減碼 |
| Shayne & Co., LLC | 40,977 | $287.8 萬 | 0.75% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 40,735 | $286.1 萬 | 0.12% | +1,754+4.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 40,687 | $285.8 萬 | 0.13% | +6,284+18.3% | 加碼 |
| Capstone Investment Advisors, LLC | 40,666 | $285.6 萬 | 0.03% | +21,276+109.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 40,547 | $284.8 萬 | 0.04% | −91−0.2% | 減碼 |
| Crestwood Advisors Group LLC | 40,277 | $282.9 萬 | 0.05% | +3,260+8.8% | 加碼 |