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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 37,581 | $170.2 萬 | 0.77% | −417−1.1% | 減碼 |
| Capital Investment Advisory Services, LLC | 37,931 | $171.8 萬 | 0.22% | +12,158+47.2% | 加碼 |
| AF Advisors, Inc. | 38,040 | $172.1 萬 | 0.86% | +38,040 | 新進 |
| Oldfather Financial Services, LLC | 34,782 | $172.6 萬 | 0.94% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 38,145 | $172.8 萬 | 0.21% | +14,107+58.7% | 加碼 |
| Miller Investment Management, LP | 38,182 | $172.9 萬 | 0.30% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 38,220 | $173.1 萬 | 0.09% | 00.0% | 不變 |
| Lincoln National Corp | 38,322 | $173.6 萬 | 0.04% | +1,991+5.5% | 加碼 |
| Brooks, Moore & Associates, Inc. | 38,922 | $176.3 萬 | 1.12% | −3,990−9.3% | 減碼 |
| Cresset Asset Management, LLC | 38,949 | $176.3 萬 | 0.02% | −153−0.4% | 減碼 |
| Trust Asset Management LLC | 39,115 | $177.2 萬 | 0.24% | +4,515+13.0% | 加碼 |
| Bowling Portfolio Management LLC | 39,159 | $177.3 萬 | 0.40% | −182−0.5% | 減碼 |
| Trust Co of Toledo NA | 39,296 | $178.0 萬 | 0.30% | −710−1.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 39,446 | $178.7 萬 | 0.07% | +91+0.2% | 加碼 |
| Exane Derivatives | 41,381 | $178.9 萬 | 0.42% | −6,106−12.9% | 減碼 |
| Neville Rodie & Shaw Inc | 39,682 | $179.7 萬 | 0.14% | −650−1.6% | 減碼 |
| Cullinan Associates Inc | 39,803 | $180.3 萬 | 0.10% | +2,800+7.6% | 加碼 |
| Salzhauer Michael | 53,527 | $180.3 萬 | 0.89% | +33,350+165.3% | 加碼 |
| Hollow Brook Wealth Management LLC | 39,876 | $180.6 萬 | 1.12% | +217+0.5% | 加碼 |
| Triangle Securities Wealth Management | 39,888 | $180.7 萬 | 0.61% | +651+1.7% | 加碼 |
| JT Stratford LLC | 39,971 | $181.0 萬 | 0.58% | +22,988+135.4% | 加碼 |
| Palisade Asset Management, LLC | 40,060 | $181.4 萬 | 0.21% | −2,550−6.0% | 減碼 |
| Cohen Investment Advisors LLC | 40,258 | $182.3 萬 | 1.42% | +54+0.1% | 加碼 |
| Carret Asset Management, LLC | 40,244 | $182.3 萬 | 0.21% | −287−0.7% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 40,362 | $182.8 萬 | 0.12% | −450−1.1% | 減碼 |
| Spears Abacus Advisors LLC | 40,408 | $183.0 萬 | 0.13% | 00.0% | 不變 |
| One Capital Management, LLC | 40,579 | $183.7 萬 | 0.16% | +2,176+5.7% | 加碼 |
| Pacific Asset Management LLC | 40,688 | $184.2 萬 | 1.72% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 40,704 | $184.3 萬 | 0.43% | −687−1.7% | 減碼 |
| 44 Wealth Management LLC | 40,747 | $184.5 萬 | 0.71% | +4,587+12.7% | 加碼 |
| Meiji Yasuda Life Insurance Co | 40,789 | $184.7 萬 | 0.03% | +16,655+69.0% | 加碼 |
| IFP Advisors, Inc | 40,890 | $185.4 萬 | 0.04% | −665−1.6% | 減碼 |
| Enterprise Trust & Investment Co | 40,975 | $185.6 萬 | 0.76% | −250−0.6% | 減碼 |
| Springhouse Capital Management, LP | 41,000 | $185.7 萬 | 1.68% | −155,000−79.1% | 減碼 |
| Veriti Management LLC | 41,088 | $186.1 萬 | 0.28% | +8,705+26.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 41,886 | $189.7 萬 | 0.07% | +5,347+14.6% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 41,908 | $189.8 萬 | 0.53% | −4,007−8.7% | 減碼 |
| Swarthmore Group Inc | 42,069 | $190.5 萬 | 0.49% | +803+1.9% | 加碼 |
| Sentry Investment Management LLC | 42,238 | $191.3 萬 | 0.49% | +14,243+50.9% | 加碼 |
| Elm Ridge Management, LLC | 42,448 | $192.2 萬 | 2.77% | −16,095−27.5% | 減碼 |
| Diversified Trust Co | 42,566 | $192.8 萬 | 0.07% | +1,979+4.9% | 加碼 |
| Haverford Trust Co | 42,565 | $192.8 萬 | 0.02% | +5,960+16.3% | 加碼 |
| Westwood Holdings Group Inc. | 42,756 | $193.7 萬 | 0.02% | +461+1.1% | 加碼 |
| First Hawaiian Bank | 43,269 | $196.0 萬 | 0.08% | +3,071+7.6% | 加碼 |
| Allworth Financial LP | 43,701 | $197.9 萬 | 0.04% | +2,487+6.0% | 加碼 |
| Boston Private Wealth LLC | 43,812 | $198.4 萬 | 0.03% | −358−0.8% | 減碼 |
| Altium Wealth Management LLC | 43,833 | $198.5 萬 | 0.15% | +963+2.2% | 加碼 |
| Everett Harris & Co | 43,961 | $199.1 萬 | 0.03% | −1,375−3.0% | 減碼 |
| Bessemer Group Inc | 44,031 | $199.4 萬 | 0.00% | −229−0.5% | 減碼 |
| NBT Bank N A | 44,542 | $201.7 萬 | 0.28% | −1,248−2.7% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 44,735 | $202.6 萬 | 0.03% | −745−1.6% | 減碼 |
| Evercore Wealth Management, LLC | 44,772 | $202.7 萬 | 0.04% | −900−2.0% | 減碼 |
| Rocky Mountain Advisers, LLC | 44,815 | $203.0 萬 | 2.53% | +1,300+3.0% | 加碼 |
| Penn Mutual Asset Management, LLC | 45,000 | $203.8 萬 | 2.55% | −22,000−32.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45,032 | $203.9 萬 | 0.02% | −1,167−2.5% | 減碼 |
| Circle Wealth Management, LLC | 45,224 | $204.8 萬 | 0.29% | −3,021−6.3% | 減碼 |
| Schnieders Capital Management LLC | 45,242 | $204.9 萬 | 0.56% | +6,050+15.4% | 加碼 |
| Zeke Capital Advisors, LLC | 45,506 | $206.1 萬 | 0.13% | −5,731−11.2% | 減碼 |
| White Pine Capital LLC | 44,869 | $206.1 萬 | 0.61% | +13,181+41.6% | 加碼 |
| Round Hill Asset Management | 45,767 | $207.3 萬 | 1.02% | 00.0% | 不變 |
| Pavion Blue Capital, LLC | 45,835 | $207.6 萬 | 1.27% | −388−0.8% | 減碼 |
| Avantax Planning Partners, Inc. | 45,945 | $208.1 萬 | 0.10% | +4,465+10.8% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $208.1 萬 | 0.97% | +15,000+48.4% | 加碼 |
| Rothschild Investment Corp | 46,523 | $210.7 萬 | 0.17% | +673+1.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 46,550 | $210.8 萬 | 0.04% | −11,159−19.3% | 減碼 |
| Bank of Stockton | 47,076 | $213.2 萬 | 0.64% | −434−0.9% | 減碼 |
| Savant Capital, LLC | 47,752 | $216.3 萬 | 0.09% | +1,174+2.5% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 47,788 | $216.4 萬 | 0.24% | −1,918−3.9% | 減碼 |
| Eos Management, L.P. | 48,000 | $217.4 萬 | 1.16% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 48,114 | $217.9 萬 | 0.09% | −4,217−8.1% | 減碼 |
| DF Dent & Co Inc | 48,144 | $218.0 萬 | 0.02% | −18,830−28.1% | 減碼 |
| IMS Capital Management | 48,151 | $218.1 萬 | 1.29% | −1,037−2.1% | 減碼 |
| Kinneret Advisory, LLC | 48,237 | $218.5 萬 | 0.26% | 00.0% | 不變 |
| Columbus Macro, LLC | 48,330 | $218.9 萬 | 0.68% | −2,134−4.2% | 減碼 |
| Cypress Wealth Services, LLC | 48,487 | $219.6 萬 | 0.60% | −1,531−3.1% | 減碼 |
| Rockland Trust Co | 48,877 | $221.4 萬 | 0.15% | −359,616−88.0% | 減碼 |
| Empirical Finance, LLC | 48,997 | $221.9 萬 | 0.36% | +7,645+18.5% | 加碼 |
| Somerset Group LLC | 49,014 | $222.0 萬 | 1.59% | 00.0% | 不變 |
| Mark Stevens | 49,069 | $222.3 萬 | 0.25% | +21,185+76.0% | 加碼 |
| Valeo Financial Advisors, LLC | 49,311 | $223.3 萬 | 0.14% | −1,932−3.8% | 減碼 |
| Culbertson A N & Co Inc | 49,546 | $224.4 萬 | 0.47% | −1,485−2.9% | 減碼 |
| Quilter Plc | 49,995 | $226.4 萬 | 0.07% | −4,638−8.5% | 減碼 |
| Iat Reinsurance Co Ltd. | 50,000 | $226.5 萬 | 0.31% | 00.0% | 不變 |
| RFG Advisory, LLC | 50,218 | $227.4 萬 | 0.20% | −4,101−7.5% | 減碼 |
| KG&L Capital Management,LLC | 50,503 | $228.7 萬 | 1.04% | −627−1.2% | 減碼 |
| Wetherby Asset Management Inc | 50,834 | $230.3 萬 | 0.14% | +6,969+15.9% | 加碼 |
| Aft, Forsyth & Sober, LLC | 51,000 | $231.0 萬 | 0.87% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 51,227 | $232.0 萬 | 0.52% | +8,502+19.9% | 加碼 |
| Brio Consultants, LLC | 51,614 | $233.8 萬 | 0.60% | −1,512−2.8% | 減碼 |
| Sterling Investment Management, Inc. | 51,826 | $234.7 萬 | 1.54% | −8,115−13.5% | 減碼 |
| BBVA USA | 52,378 | $237.2 萬 | 0.13% | +52,378 | 新進 |
| True North Advisors, LLC | 52,478 | $237.6 萬 | 0.50% | −305−0.6% | 減碼 |
| Itau Unibanco Holding S.A. | 52,600 | $238.2 萬 | 0.12% | +52,600 | 新進 |
| Williams Jones Wealth Management, LLC. | 52,637 | $238.4 萬 | 0.03% | +4,398+9.1% | 加碼 |
| Conning Inc. | 52,950 | $239.8 萬 | 0.07% | −6,176−10.4% | 減碼 |
| Foster Group, Inc. | 52,969 | $239.9 萬 | 0.28% | −998−1.8% | 減碼 |
| Perkins Coie Trust Co | 53,287 | $241.3 萬 | 0.74% | +405+0.8% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 53,330 | $241.5 萬 | 0.02% | +5,675+11.9% | 加碼 |
| Moors & Cabot, Inc. | 53,405 | $241.9 萬 | 0.17% | +5,456+11.4% | 加碼 |
| HighMark Wealth Management LLC | 54,165 | $245.3 萬 | 1.80% | +230.0% | 加碼 |