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 |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 40,187 | $282.3 萬 | 0.16% | −188,408−82.4% | 減碼 |
| Voya Financial Advisors, Inc. | 40,077 | $282.2 萬 | 0.31% | +2,007+5.3% | 加碼 |
| Capital International Sarl | 40,121 | $281.8 萬 | 0.07% | −1,848−4.4% | 減碼 |
| Wolverine Asset Management LLC | 40,065 | $281.4 萬 | 0.05% | −4,034−9.1% | 減碼 |
| Quantessence Capital LLC | 39,939 | $280.5 萬 | 1.15% | +39,939 | 新進 |
| Avestar Capital, LLC | 39,854 | $279.9 萬 | 0.25% | +1,803+4.7% | 加碼 |
| National Asset Management, Inc. | 39,768 | $279.3 萬 | 0.09% | −8,233−17.2% | 減碼 |
| United Asset Strategies, Inc. | 39,648 | $278.5 萬 | 0.26% | −345−0.9% | 減碼 |
| Pallas Capital Advisors LLC | 39,594 | $278.1 萬 | 0.12% | −782−1.9% | 減碼 |
| Quadrant Capital Group LLC | 39,467 | $277.2 萬 | 0.19% | +259+0.7% | 加碼 |
| Foster Group, Inc. | 39,422 | $276.9 萬 | 0.11% | −3,740−8.7% | 減碼 |
| Capital Investment Counsel, Inc | 39,348 | $276.4 萬 | 0.42% | −8,813−18.3% | 減碼 |
| Pring Turner Capital Group Inc | 39,230 | $275.6 萬 | 1.85% | −1,139−2.8% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 39,074 | $274.5 萬 | 0.68% | −1,756−4.3% | 減碼 |
| Cunning Capital Partners, LP | 38,675 | $271.7 萬 | 1.68% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 38,409 | $269.8 萬 | 0.47% | +640+1.7% | 加碼 |
| Twinbeech Capital LP | 38,333 | $269.3 萬 | 0.05% | +38,333 | 新進 |
| SBI Securities Co., Ltd. | 38,199 | $268.3 萬 | 0.08% | +38,199 | 新進 |
| Pictet Bank & Trust Ltd | 38,025 | $267.1 萬 | 2.67% | +1,525+4.2% | 加碼 |
| HF Advisory Group, LLC | 37,946 | $266.5 萬 | 1.23% | −947−2.4% | 減碼 |
| Selway Asset Management | 37,800 | $265.5 萬 | 1.04% | +6,400+20.4% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,739 | $265.1 萬 | 0.40% | −48−0.1% | 減碼 |
| Yarbrough Capital, LLC | 37,485 | $263.3 萬 | 0.10% | 00.0% | 不變 |
| Legato Capital Management LLC | 37,484 | $263.3 萬 | 0.34% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 37,354 | $262.4 萬 | 0.56% | −185−0.5% | 減碼 |
| E Fund Management Co., Ltd. | 37,271 | $261.8 萬 | 0.13% | +13,451+56.5% | 加碼 |
| Parallel Advisors, LLC | 37,227 | $261.5 萬 | 0.06% | +4,429+13.5% | 加碼 |
| Centaurus Financial, Inc. | 37,129 | $260.8 萬 | 0.16% | −153−0.4% | 減碼 |
| Stableford Capital II LLC | 37,121 | $260.7 萬 | 1.03% | −496−1.3% | 減碼 |
| Evercore Wealth Management, LLC | 36,995 | $259.9 萬 | 0.04% | −209−0.6% | 減碼 |
| RFG Advisory, LLC | 36,935 | $259.4 萬 | 0.07% | +11,549+45.5% | 加碼 |
| QV Investors Inc. | 36,867 | $259.0 萬 | 0.27% | −720−1.9% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 36,829 | $258.7 萬 | 0.72% | −1,245−3.3% | 減碼 |
| American Money Management, LLC | 36,706 | $257.8 萬 | 0.50% | +2,080+6.0% | 加碼 |
| Wesbanco Bank Inc | 36,226 | $254.5 萬 | 0.09% | −663−1.8% | 減碼 |
| Alpha Cubed Investments, LLC | 36,180 | $254.1 萬 | 0.12% | −205−0.6% | 減碼 |
| Fidelis Capital Partners, LLC | 32,464 | $253.7 萬 | 0.25% | +7,979+32.6% | 加碼 |
| Ally Financial Inc. | 36,000 | $252.9 萬 | 0.31% | +6,000+20.0% | 加碼 |
| Keystone Wealth Services, LLC | 35,969 | $252.6 萬 | 0.67% | −10.0% | 減碼 |
| First Citizens Bank & Trust Co | 35,854 | $251.8 萬 | 0.05% | −2,123−5.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 35,722 | $250.9 萬 | 0.13% | +35,722 | 新進 |
| LGT Group Foundation | 35,658 | $250.5 萬 | 0.04% | −20,153−36.1% | 減碼 |
| Koss-Olinger Consulting, LLC | 35,536 | $249.6 萬 | 0.22% | −3,849−9.8% | 減碼 |
| Johnson Financial Group, Inc. | 31,665 | $249.5 萬 | 0.12% | −12,015−27.5% | 減碼 |
| Tower Bridge Advisors | 35,446 | $249.0 萬 | 0.27% | −1,200−3.3% | 減碼 |
| Marotta Asset Management | 35,237 | $247.3 萬 | 0.52% | 00.0% | 不變 |
| Round Hill Asset Management | 35,192 | $247.2 萬 | 1.74% | −4,600−11.6% | 減碼 |
| Miracle Mile Advisors, LLC | 35,166 | $247.0 萬 | 0.05% | +13,981+66.0% | 加碼 |
| Triangle Securities Wealth Management | 35,061 | $246.3 萬 | 0.63% | −630−1.8% | 減碼 |
| Iams Wealth Management, LLC | 34,981 | $245.7 萬 | 1.13% | −164−0.5% | 減碼 |
| Diversified Trust Co | 34,468 | $242.1 萬 | 0.06% | +10,133+41.6% | 加碼 |
| Lawson Kroeker Investment Management Inc | 34,314 | $241.0 萬 | 0.45% | −25,156−42.3% | 減碼 |
| Cigna Investments Inc | 34,284 | $240.8 萬 | 0.42% | −1,778−4.9% | 減碼 |
| Jain Global LLC | 34,247 | $240.6 萬 | 0.07% | +34,247 | 新進 |
| Shell Asset Management Co | 34,171 | $240.0 萬 | 0.10% | −1,800−5.0% | 減碼 |
| Miller Investment Management, LP | 34,082 | $239.4 萬 | 0.26% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 34,000 | $238.8 萬 | 0.21% | +12,319+56.8% | 加碼 |
| Griffith & Werner, Inc. | 33,847 | $237.7 萬 | 1.57% | +33,847 | 新進 |
| Schnieders Capital Management LLC | 33,629 | $236.2 萬 | 0.47% | −925−2.7% | 減碼 |
| ZWJ Investment Counsel Inc | 33,540 | $235.6 萬 | 0.10% | +591+1.8% | 加碼 |
| Neville Rodie & Shaw Inc | 33,423 | $234.7 萬 | 0.17% | +9,819+41.6% | 加碼 |
| Leonteq Securities AG | 33,151 | $232.9 萬 | 0.23% | −2,495−7.0% | 減碼 |
| Worth Asset Management, LLC | 33,123 | $232.7 萬 | 1.24% | +33,123 | 新進 |
| YHB Investment Advisors, Inc. | 33,049 | $232.1 萬 | 0.19% | −1,665−4.8% | 減碼 |
| Roxbury Financial LLC | 30,469 | $232.1 萬 | 2.24% | +30,469 | 新進 |
| David Loasby | 33,099 | $231.6 萬 | 0.21% | +627+1.9% | 加碼 |
| Golden State Equity Partners | 32,911 | $231.2 萬 | 0.44% | −179−0.5% | 減碼 |
| Chicago Partners Investment Group LLC | 32,063 | $229.5 萬 | 0.08% | +309+1.0% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 32,421 | $229.2 萬 | 0.07% | +10,691+49.2% | 加碼 |
| Bennett Selby Investments LP | 32,576 | $228.8 萬 | 0.91% | +30.0% | 加碼 |
| Massachusetts Wealth Management | 32,477 | $228.1 萬 | 1.41% | +1,225+3.9% | 加碼 |
| Wrapmanager Inc | 32,391 | $227.5 萬 | 0.58% | −1,453−4.3% | 減碼 |
| Grimes & Company, Inc. | 32,378 | $227.4 萬 | 0.07% | +700+2.2% | 加碼 |
| Rehmann Capital Advisory Group | 32,321 | $227.0 萬 | 0.14% | +1,495+4.8% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $226.2 萬 | 0.67% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,178 | $226.0 萬 | 1.04% | −216−0.7% | 減碼 |
| Ronald Blue Trust, Inc. | 32,163 | $225.9 萬 | 0.03% | −13,935−30.2% | 減碼 |
| AF Advisors, Inc. | 32,040 | $225.0 萬 | 0.31% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 31,965 | $224.5 萬 | 0.10% | +5,612+21.3% | 加碼 |
| Auxier Asset Management | 31,942 | $224.4 萬 | 0.35% | −360−1.1% | 減碼 |
| Silvant Capital Management LLC | 31,844 | $223.7 萬 | 0.09% | −224−0.7% | 減碼 |
| Massmutual Trust Co FSB | 31,804 | $223.4 萬 | 0.06% | +7,216+29.3% | 加碼 |
| Applied Capital LLC | 31,600 | $222.0 萬 | 1.74% | −202−0.6% | 減碼 |
| Johnson Investment Counsel Inc | 31,567 | $221.7 萬 | 0.02% | +3,176+11.2% | 加碼 |
| Hussman Strategic Advisors, Inc. | 31,500 | $221.3 萬 | 0.65% | −10,500−25.0% | 減碼 |
| Westmount Partners, LLC | 31,352 | $220.2 萬 | 0.67% | −295−0.9% | 減碼 |
| Diversify Wealth Management, LLC | 31,350 | $219.3 萬 | 0.17% | +7,945+33.9% | 加碼 |
| Freemont Management S.A. | 31,200 | $219.1 萬 | 1.08% | 00.0% | 不變 |
| Independent Financial Group, LLC | 30,995 | $217.7 萬 | 0.07% | +12,522+67.8% | 加碼 |
| Atomi Financial Group, Inc. | 30,976 | $217.6 萬 | 0.11% | +5,121+19.8% | 加碼 |
| Easterly Investment Partners LLC | 30,873 | $216.9 萬 | 0.17% | −8,000−20.6% | 減碼 |
| Great Lakes Retirement, Inc. | 30,863 | $216.8 萬 | 0.28% | −128−0.4% | 減碼 |
| Argus Investors' Counsel, Inc. | 30,830 | $216.6 萬 | 1.45% | −684−2.2% | 減碼 |
| Two Sigma Securities, LLC | 30,720 | $215.8 萬 | 0.39% | −95,464−75.7% | 減碼 |
| Granite Investment Partners, LLC | 30,587 | $214.8 萬 | 0.09% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 30,427 | $213.7 萬 | 0.21% | −721−2.3% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $213.5 萬 | 0.13% | 00.0% | 不變 |
| Smith Shellnut Wilson LLC | 30,387 | $213.4 萬 | 0.94% | +31+0.1% | 加碼 |
| Snowden Capital Advisors LLC | 30,380 | $213.4 萬 | 0.07% | −9,757−24.3% | 減碼 |
| Avantra Family Wealth, Inc. | 30,357 | $213.2 萬 | 1.99% | +30,357 | 新進 |