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CIK: 0000072971
Total reported value
$617.4B
$617.4B
6497 檔
9.9%
At the close of Q3 2024, Wells Fargo & Company/mn disclosed equity holdings valued at approximately $617.4B, spread across 6497 reported holdings.
In Q3 2024, Wells Fargo & Company/mn displayed an active expansion posture, initiating 3 new positions and adding to 110 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 6497 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.28% | -1.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.23% | -0.03% | -1.43% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.69% | +0.62% | +3.13% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.35% | +0.22% | +15.75% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | +0.06% | +0.86% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.02% | +0.37% | -13.43% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.57% | — | +14.68% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.04% | +9.24% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.33% | -0.08% | -3.48% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | -0.07% | +8.43% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | — | -0.32% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.17% | -0.15% | -12.45% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.10% | -0.04% | +3.85% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.05% | +0.07% | -2.94% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.01% | +1206.35% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.08% | +3.22% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.30% | +6.61% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | -0.07% | +0.50% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.21% | +2.47% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.72% | -0.03% | -0.74% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.17% | +3.94% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.07% | +3.08% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | +0.03% | -2.02% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.26% | +1.19% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.66% | +0.02% | -0.43% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.12% | -0.90% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | -0.09% | -4.69% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.08% | -2.29% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | +0.07% | -0.57% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.09% | -0.10% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.11% | -3.02% | |
| 32 | BLKCHF | Blackrock Inc | Stock-Other | 0.56% | — | -1.27% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | +0.16% | -0.11% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.02% | +2.52% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.55% | -0.05% | -2.43% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.07% | +0.17% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.06% | +0.99% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.16% | -1.78% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.52% | -0.17% | -1.67% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.30% | +1.43% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.16% | -2.04% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.50% | -0.01% | -1.59% | |
| 43 | PSX | Phillips 66 | Stock-Energy | 0.48% | -0.13% | -2.81% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.48% | -0.03% | +2.76% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.09% | -2.89% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.48% | +0.02% | -1.64% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.45% | -0.01% | -3.67% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.04% | -0.54% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.09% | +0.78% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.05% | -4.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +0.4% | +15.75% | Add |
| 2 | AVGO | Broadcom Inc | +0.2% | +1206.35% | Add |
| 3 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +14.68% | Add |
| 4 | XLF | Ss Financial Select Sector | +0.1% | +85.14% | Add |
| 5 | GLD | Spdr Gold Shares | +0.1% | +38.60% | Add |
| 6 | TSLA | Tesla Inc | +0.1% | +41.91% | Add |
| 7 | USHY | Ishares Broad Usd High Yield | +0.1% | +42.01% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +3.22% | Add |
| 9 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +469.81% | Add |
| 10 | LOW | Lowe's Cos Inc | +0.1% | -4.69% | Trim |
| 11 | BLKCHF | Blackrock Inc | +0.1% | -1.27% | Trim |
| 12 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 13 | AAPL | Apple Inc | +0.1% | -1.43% | Trim |
| 14 | NEE | Nextera Energy Inc | +0.1% | -2.29% | Trim |
| 15 | JNJ | Johnson & Johnson | +0.1% | +3.08% | Add |
| 16 | HD | Home Depot Inc | +0.1% | +0.17% | Add |
| 17 | SBUX | Starbucks CORP | +0.1% | -3.67% | Trim |
| 18 | BND | Vanguard Total Bond Market | +0.1% | +18.30% | Add |
| 19 | AFL | Aflac Inc | +0.1% | -2.70% | Trim |
| 20 | VB | Vanguard Small-cap ETF | +0.1% | +16.71% | Add |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +55.00% | Add |
| 22 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +131.10% | Add |
| 23 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.85% | Add |
| 24 | UNH | Unitedhealth Group Inc | 0% | -2.94% | Trim |
| 25 | MCD | Mcdonald's CORP | 0% | -3.02% | Trim |
| 26 | WMT | Walmart Inc | 0% | -2.04% | Trim |
| 27 | NKE | Nike Inc -cl B | 0% | +8.29% | Add |
| 28 | LMT | Lockheed Martin CORP | 0% | -1.69% | Trim |
| 29 | ADP | Automatic Data Processing | 0% | -1.59% | Trim |
| 30 | IBM | Intl Business Machines CORP | 0% | +0.32% | Add |
| 31 | GE | General Electric | 0% | +33.82% | Add |
| 32 | ORCL | Oracle CORP | 0% | +5.94% | Add |
| 33 | TMUS | T-mobile US Inc | 0% | +64.97% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.99% | Add |
| 35 | ACN | Accenture plc | 0% | -1.67% | Trim |
| 36 | SPGI | S&p Global Inc | 0% | +1.89% | Add |
| 37 | RTX | Rtx CORP | 0% | -1.38% | Trim |
| 38 | EEM | Ishares Msci Emerging Market | 0% | +12.38% | Add |
| 39 | MMM | 3m Co | 0% | +23.31% | Add |
| 40 | KWEB | Kranesh Csi China Internet | 0% | +461.46% | Add |
| 41 | CTVA | Corteva Inc | 0% | +53.07% | Add |
| 42 | PH | Parker Hannifin CORP | 0% | +4.34% | Add |
| 43 | DHI | Dr Horton Inc | 0% | +39.11% | Add |
| 44 | WYNN | Wynn Resorts LTD | 0% | +592.32% | Add |
| 45 | LIN | Linde plc | 0% | +2.76% | Add |
| 46 | CSCO | Cisco Systems Inc | 0% | -1.78% | Trim |
| 47 | ABBV | Abbvie Inc | 0% | -1.95% | Trim |
| 48 | CB | Chubb Limited | 0% | -0.10% | Trim |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | +1.35% | Add |
| 50 | EFA | Ishares Msci Eafe ETF | 0% | +4.83% | Add |
According to official SEC Form 13F filings, Wells Fargo & Company/mn reported a total U.S. public equity portfolio value of $617.4B across 6497 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, QQQ) accounted for 9.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $271.9M
Top Position Liquidated / Trimmed
TEL
前期市值: $296.2M
During Q3 2024, Wells Fargo & Company/mn's top holdings by market value included MSFT (3.4%)、AAPL (3.2%)、QQQ (2.7%). The largest single position, MSFT, represented 3.4% of total portfolio value.
In Q3 2024, Wells Fargo & Company/mn made 200 total portfolio adjustments, initiating 3 new buys, adding to 110 positions, trimming 85 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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