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。
2021 年第 2 季 13F 持有人
Wells Fargo & Company 在 2021/6/30 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
- 1,935
- 較 2021 年第 1 季 +71 家
- 持有股數
- 29.5 億
- 較 2021 年第 1 季 +6,055 萬 (+2.1%)
- 總市值
- $1,333 億
- 較 2021 年第 1 季 +$206.2 億 (+18.3%)
- 新進機構
- 185
- 另有 677 家加碼
- 清倉機構
- 114
- 另有 784 家減碼
另有 13 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 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 |
2021 年第 2 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Northside Capital Management, LLC | 27,640 | $125.2 萬 | 0.31% | 00.0% | 不變 |
| PFG Advisors | 27,717 | $125.5 萬 | 0.14% | +872+3.2% | 加碼 |
| Integrated Wealth Concepts LLC | 27,828 | $126.0 萬 | 0.04% | +1,510+5.7% | 加碼 |
| First Citizens Bank & Trust Co | 27,832 | $126.1 萬 | 0.06% | −262−0.9% | 減碼 |
| Virtue Capital Management, LLC | 27,913 | $126.4 萬 | 0.25% | −1,480−5.0% | 減碼 |
| Pflug Koory, LLC | 27,958 | $126.6 萬 | 0.66% | −500−1.8% | 減碼 |
| Silvercrest Asset Management Group LLC | 28,097 | $127.3 萬 | 0.01% | −540−1.9% | 減碼 |
| CAPROCK Group, Inc. | 28,119 | $127.4 萬 | 0.12% | −6,205−18.1% | 減碼 |
| Brighton Jones LLC | 28,142 | $127.5 萬 | 0.07% | −1,317−4.5% | 減碼 |
| First Financial Bank - Trust Division | 28,198 | $127.7 萬 | 0.14% | −706−2.4% | 減碼 |
| Carroll Financial Associates, Inc. | 28,284 | $128.0 萬 | 0.07% | +392+1.4% | 加碼 |
| Two Sigma Securities, LLC | 28,254 | $128.0 萬 | 0.32% | +15,343+118.8% | 加碼 |
| Palladium Partners LLC | 28,388 | $128.6 萬 | 0.06% | +835+3.0% | 加碼 |
| Gilbert & Cook, Inc. | 28,498 | $129.1 萬 | 0.23% | −11,870−29.4% | 減碼 |
| Arden Trust Co | 28,709 | $130.0 萬 | 0.21% | −14,242−33.2% | 減碼 |
| Leavell Investment Management, Inc. | 33,370 | $130.4 萬 | 0.11% | 00.0% | 不變 |
| Heartland Advisors Inc | 28,843 | $130.6 萬 | 0.08% | −122−0.4% | 減碼 |
| Ironwood Investment Counsel, LLC | 28,899 | $130.8 萬 | 0.35% | −2,852−9.0% | 減碼 |
| Koss-Olinger Consulting, LLC | 28,922 | $131.0 萬 | 0.19% | +1,162+4.2% | 加碼 |
| Valley National Advisers Inc | 29,083 | $131.7 萬 | 0.24% | +26+0.1% | 加碼 |
| Optimal Asset Management, Inc. | 29,162 | $132.1 萬 | 0.16% | −70.0% | 減碼 |
| Nachman Norwood & Parrott, Inc | 29,242 | $132.4 萬 | 0.13% | −348−1.2% | 減碼 |
| Symmetry Partners, LLC | 29,304 | $132.7 萬 | 0.09% | 00.0% | 不變 |
| Winton Group Ltd | 29,323 | $132.8 萬 | 0.07% | +29,323 | 新進 |
| Peak Asset Management, LLC | 29,422 | $133.3 萬 | 0.33% | −13,019−30.7% | 減碼 |
| Xcel Wealth Management, LLC | 29,641 | $134.2 萬 | 0.41% | +93+0.3% | 加碼 |
| Monarch Capital Management Inc | 29,771 | $134.8 萬 | 0.39% | −800−2.6% | 減碼 |
| Clarius Group, LLC | 29,821 | $135.1 萬 | 0.12% | +1,615+5.7% | 加碼 |
| Main Street Research LLC | 29,839 | $135.1 萬 | 0.11% | +2,469+9.0% | 加碼 |
| Marco Investment Management LLC | 29,942 | $135.6 萬 | 0.16% | +30+0.1% | 加碼 |
| King Luther Capital Management Corp | 30,032 | $136.0 萬 | 0.01% | +1,434+5.0% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 36,835 | $136.5 萬 | 0.09% | +20,185+121.2% | 加碼 |
| Bartlett & Co. LLC | 30,230 | $136.9 萬 | 0.03% | −50−0.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 30,230 | $136.9 萬 | 0.03% | −50−0.2% | 減碼 |
| Meridian Investment Counsel Inc. | 30,299 | $137.2 萬 | 0.48% | +1,336+4.6% | 加碼 |
| Citadel Investment Advisory, Inc. | 30,366 | $137.5 萬 | 0.85% | −2,880−8.7% | 減碼 |
| Waldron Private Wealth LLC | 30,384 | $137.6 萬 | 0.09% | +22,648+292.8% | 加碼 |
| Wilkinson Global Asset Management LLC | 30,600 | $138.6 萬 | 0.08% | 00.0% | 不變 |
| Hancock Whitney Corp | 30,812 | $139.6 萬 | 0.04% | −5,266−14.6% | 減碼 |
| Laurel Wealth Advisors, Inc. | 30,830 | $139.7 萬 | 0.18% | −3,720−10.8% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 31,139 | $141.0 萬 | 0.35% | −1,448−4.4% | 減碼 |
| Jefferies Group LLC | 31,476 | $142.6 萬 | 0.02% | +23,311+285.5% | 加碼 |
| Trinity Financial Advisors LLC | 31,508 | $142.7 萬 | 1.00% | +31,508 | 新進 |
| Frontier Wealth Management LLC | 31,536 | $142.8 萬 | 0.10% | +1,396+4.6% | 加碼 |
| Choate Investment Advisors | 31,590 | $143.0 萬 | 0.09% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 31,636 | $143.3 萬 | 0.21% | +70.0% | 加碼 |
| Martin & Co Inc | 31,685 | $143.5 萬 | 0.36% | −1,962−5.8% | 減碼 |
| 1st Source Bank | 31,737 | $143.7 萬 | 0.09% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 31,731 | $143.7 萬 | 0.10% | +1,146+3.7% | 加碼 |
| Thomasville National Bank | 31,822 | $144.2 萬 | 0.15% | +1,314+4.3% | 加碼 |
| Scott & Selber, Inc. | 32,034 | $145.1 萬 | 0.56% | −77−0.2% | 減碼 |
| Fiera Capital Corp | 32,106 | $145.4 萬 | 0.00% | −2,906−8.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 32,112 | $145.4 萬 | 0.06% | −658−2.0% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $145.8 萬 | 0.47% | 00.0% | 不變 |
| Sawyer & Company, Inc | 32,250 | $146.1 萬 | 0.68% | −280−0.9% | 減碼 |
| Spire Wealth Management | 31,803 | $146.5 萬 | 0.04% | −8,988−22.0% | 減碼 |
| Hoylecohen, LLC | 32,344 | $146.5 萬 | 0.14% | +10.0% | 加碼 |
| NorthRock Partners, LLC | 32,379 | $146.6 萬 | 0.12% | +32,379 | 新進 |
| CAMG Solamere Management, LLC | 32,560 | $147.5 萬 | 1.27% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 32,632 | $147.8 萬 | 0.89% | −70−0.2% | 減碼 |
| Grimes & Company, Inc. | 32,651 | $147.9 萬 | 0.06% | −360−1.1% | 減碼 |
| Lee Financial Co | 32,725 | $148.2 萬 | 0.31% | −210−0.6% | 減碼 |
| Ancora Advisors, LLC | 32,753 | $148.3 萬 | 0.04% | −1,505−4.4% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 32,822 | $148.7 萬 | 0.14% | +4,453+15.7% | 加碼 |
| Focus Financial Network, Inc. | 33,083 | $149.8 萬 | 0.20% | +4,055+14.0% | 加碼 |
| Occidental Asset Management, LLC | 33,146 | $150.1 萬 | 0.40% | +1,403+4.4% | 加碼 |
| PFS Investments Inc. | 34,178 | $150.1 萬 | 0.03% | +3,096+10.0% | 加碼 |
| Hoey Investments, Inc | 33,725 | $152.7 萬 | 0.47% | +33,725 | 新進 |
| First Mercantile Trust Co | 33,838 | $153.3 萬 | 0.18% | −4,151−10.9% | 減碼 |
| Citizens National Bank Trust Department | 33,840 | $153.3 萬 | 0.44% | −1,315−3.7% | 減碼 |
| Oarsman Capital, Inc. | 33,912 | $153.6 萬 | 0.61% | +586+1.8% | 加碼 |
| Founders Financial Securities LLC | 34,137 | $154.6 萬 | 0.31% | +1,080+3.3% | 加碼 |
| Duff & Phelps Investment Management Co | 34,640 | $156.9 萬 | 0.02% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 34,666 | $157.0 萬 | 0.12% | −1,541−4.3% | 減碼 |
| Homrich & Berg | 34,733 | $157.3 萬 | 0.04% | +7,587+27.9% | 加碼 |
| Independent Financial Group, LLC | 34,853 | $157.8 萬 | 0.17% | −9,594−21.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 34,929 | $158.2 萬 | 0.12% | +2,667+8.3% | 加碼 |
| Smith Shellnut Wilson LLC | 35,053 | $158.8 萬 | 0.92% | −125−0.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 35,073 | $158.8 萬 | 0.11% | +9,809+38.8% | 加碼 |
| Marotta Asset Management | 35,079 | $159.3 萬 | 0.38% | −679−1.9% | 減碼 |
| Northwest Capital Management Inc | 34,712 | $159.5 萬 | 0.90% | +1,250+3.7% | 加碼 |
| American Money Management, LLC | 35,267 | $159.7 萬 | 0.54% | 00.0% | 不變 |
| Toroso Investments, LLC | 35,534 | $160.9 萬 | 0.06% | +12,255+52.6% | 加碼 |
| Auxier Asset Management | 35,591 | $161.2 萬 | 0.27% | −248−0.7% | 減碼 |
| Meitav Dash Investments Ltd | 36,050 | $162.2 萬 | 0.04% | +1,250+3.6% | 加碼 |
| Bennett Selby Investments LP | 35,865 | $162.4 萬 | 1.10% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 35,911 | $162.6 萬 | 0.29% | −1,346−3.6% | 減碼 |
| Arkadios Wealth Advisors | 35,928 | $162.7 萬 | 0.20% | +17,505+95.0% | 加碼 |
| Sunbelt Securities, Inc. | 36,914 | $163.5 萬 | 0.29% | −45,372−55.1% | 減碼 |
| Members Capital Advisors Inc | 36,100 | $163.5 萬 | 1.01% | 00.0% | 不變 |
| Washington Trust Co | 36,280 | $164.2 萬 | 0.05% | −525−1.4% | 減碼 |
| Greenleaf Trust | 36,265 | $164.2 萬 | 0.02% | +2,835+8.5% | 加碼 |
| Bank Hapoalim BM | 36,498 | $165.3 萬 | 0.19% | −22,638−38.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 36,726 | $166.3 萬 | 0.15% | +76+0.2% | 加碼 |
| Jackson Hole Capital Partners, LLC | 36,883 | $167.0 萬 | 0.58% | +678+1.9% | 加碼 |
| Sepio Capital, LP | 37,052 | $167.8 萬 | 0.14% | +265+0.7% | 加碼 |
| Verdence Capital Advisors LLC | 37,290 | $168.9 萬 | 0.23% | +7,221+24.0% | 加碼 |
| Selway Asset Management | 37,400 | $169.4 萬 | 0.91% | 00.0% | 不變 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,403 | $169.4 萬 | 0.33% | 00.0% | 不變 |
| Pratt Collard Advisory Partners LLC | 37,435 | $169.5 萬 | 1.13% | +400+1.1% | 加碼 |