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 |
|---|---|---|---|---|---|
| Lee Danner & Bass Inc | 54,195 | $245.4 萬 | 0.22% | −1,680−3.0% | 減碼 |
| Moody Aldrich Partners LLC | 54,182 | $245.4 萬 | 0.34% | +54,182 | 新進 |
| Alaska Permanent Fund Corp | 54,300 | $245.9 萬 | 0.04% | +54,300 | 新進 |
| Hyman Charles D | 54,447 | $246.6 萬 | 0.17% | −680−1.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 54,447 | $246.6 萬 | 0.05% | +17,819+48.6% | 加碼 |
| Robinson Value Management, Ltd. | 54,680 | $247.6 萬 | 2.02% | −962−1.7% | 減碼 |
| LS Investment Advisors, LLC | 54,694 | $247.7 萬 | 0.31% | −109,982−66.8% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 55,060 | $249.4 萬 | 0.92% | −1,771−3.1% | 減碼 |
| Country Club Trust Company, n.a. | 56,376 | $252.5 萬 | 0.22% | +1,206+2.2% | 加碼 |
| London Co of Virginia | 55,953 | $253.4 萬 | 0.01% | +5,832+11.6% | 加碼 |
| Panagora Asset Management Inc | 56,468 | $255.7 萬 | 0.01% | −36,939−39.5% | 減碼 |
| Winning Points Advisors, LLC | 56,706 | $257.1 萬 | 1.93% | −1,050−1.8% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 57,099 | $258.6 萬 | 0.50% | +57,099 | 新進 |
| SWS Partners | 57,672 | $261.2 萬 | 1.70% | −4,669−7.5% | 減碼 |
| Resources Management Corp | 57,730 | $261.5 萬 | 0.37% | −6,219−9.7% | 減碼 |
| Capula Management Ltd | 58,084 | $261.9 萬 | 0.48% | +58,084 | 新進 |
| Manchester Financial Inc | 57,998 | $262.7 萬 | 1.04% | −1,269−2.1% | 減碼 |
| Capital Square, LLC | 57,664 | $264.1 萬 | 1.95% | 00.0% | 不變 |
| JustInvest LLC | 58,387 | $264.4 萬 | 0.28% | +21,929+60.1% | 加碼 |
| Synovus Financial Corp | 58,695 | $265.8 萬 | 0.03% | −8,791−13.0% | 減碼 |
| First National Bank Sioux Falls | 58,898 | $266.8 萬 | 4.06% | −4,175−6.6% | 減碼 |
| Alerus Financial NA | 59,660 | $270.2 萬 | 0.27% | +10,213+20.7% | 加碼 |
| Walter & Keenan Financial Consulting Co | 59,925 | $271.3 萬 | 0.94% | −4,473−6.9% | 減碼 |
| Ulysses Management LLC | 60,000 | $271.7 萬 | 0.46% | −10,000−14.3% | 減碼 |
| Burleson & Company, LLC | 60,522 | $274.1 萬 | 0.41% | −11,082−15.5% | 減碼 |
| HM Payson & Co | 60,558 | $274.3 萬 | 0.07% | −4,217−6.5% | 減碼 |
| Essex Investment Management Co LLC | 60,684 | $274.8 萬 | 0.32% | 00.0% | 不變 |
| Huntington National Bank | 60,805 | $275.4 萬 | 0.03% | −1,546−2.5% | 減碼 |
| Argyle Capital Management Inc. | 61,158 | $277.0 萬 | 0.90% | −250.0% | 減碼 |
| Capital Investment Advisors, LLC | 61,269 | $277.5 萬 | 0.10% | −75−0.1% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 62,415 | $282.7 萬 | 0.13% | +29,661+90.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 62,473 | $282.9 萬 | 0.13% | +3,011+5.1% | 加碼 |
| Cetera Advisors LLC | 62,647 | $283.7 萬 | 0.07% | +8,789+16.3% | 加碼 |
| Advisors Asset Management, Inc. | 62,981 | $285.2 萬 | 0.04% | +3,739+6.3% | 加碼 |
| HighPoint Advisor Group LLC | 63,265 | $286.5 萬 | 0.29% | +29,968+90.0% | 加碼 |
| Shayne & Co., LLC | 63,335 | $286.9 萬 | 1.61% | +707+1.1% | 加碼 |
| SOL Capital Management CO | 63,360 | $287.0 萬 | 0.57% | −4,628−6.8% | 減碼 |
| Veritable, L.P. | 63,773 | $288.8 萬 | 0.05% | +1,057+1.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64,488 | $292.0 萬 | 0.29% | +5,631+9.6% | 加碼 |
| Mandatum Life Insurance Co Ltd | 64,500 | $292.1 萬 | 0.53% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 64,633 | $292.7 萬 | 0.35% | −1,382−2.1% | 減碼 |
| Ieq Capital, LLC | 64,684 | $293.0 萬 | 0.09% | +18,129+38.9% | 加碼 |
| Lowe Brockenbrough & Co Inc | 64,727 | $293.1 萬 | 0.26% | −248−0.4% | 減碼 |
| Core Alternative Capital | 64,834 | $293.6 萬 | 0.68% | −1,088−1.7% | 減碼 |
| Mirabella Financial Services LLP | 64,884 | $293.8 萬 | 0.57% | −22,466−25.7% | 減碼 |
| National Asset Management, Inc. | 68,303 | $294.8 萬 | 0.10% | −10,060−12.8% | 減碼 |
| Ashfield Capital Partners, LLC | 65,421 | $296.3 萬 | 0.21% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 65,448 | $296.4 萬 | 0.51% | +9,072+16.1% | 加碼 |
| Crestwood Advisors Group LLC | 65,557 | $296.9 萬 | 0.09% | −1,688−2.5% | 減碼 |
| Palouse Capital Management, Inc. | 65,578 | $297.0 萬 | 1.30% | −880−1.3% | 減碼 |
| Azimuth Capital Management LLC | 65,719 | $297.6 萬 | 0.13% | −7,660−10.4% | 減碼 |
| Argent Trust Co | 65,718 | $297.7 萬 | 0.20% | +3,233+5.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 66,418 | $300.8 萬 | 0.07% | +2,644+4.1% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 66,955 | $303.2 萬 | 0.60% | +929+1.4% | 加碼 |
| Usca Ria LLC | 67,013 | $303.5 萬 | 0.18% | +242+0.4% | 加碼 |
| MAI Capital Management | 67,211 | $304.4 萬 | 0.06% | +9,558+16.6% | 加碼 |
| QS Investors, LLC | 67,249 | $304.6 萬 | 0.04% | +1,242+1.9% | 加碼 |
| Horizon Investments, LLC | 67,777 | $305.6 萬 | 0.09% | −7,460−9.9% | 減碼 |
| Ceera Investments, LLC | 67,496 | $305.7 萬 | 2.32% | −985−1.4% | 減碼 |
| Lafayette Investments, Inc. | 67,585 | $306.1 萬 | 0.83% | +7,250+12.0% | 加碼 |
| Cornercap Investment Counsel Inc | 67,785 | $307.0 萬 | 0.34% | −3,136−4.4% | 減碼 |
| Credit Capital Investments LLC | 68,000 | $308.0 萬 | 2.66% | −2,134−3.0% | 減碼 |
| Corient Capital Partners, LLC | 68,021 | $308.1 萬 | 0.23% | +4,517+7.1% | 加碼 |
| Eqis Capital Management, Inc. | 68,469 | $310.1 萬 | 0.23% | +525+0.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 68,464 | $310.1 萬 | 0.11% | +49,121+253.9% | 加碼 |
| Sigma Planning Corp | 68,764 | $311.4 萬 | 0.09% | +9,037+15.1% | 加碼 |
| Karpas Strategies, LLC | 69,366 | $314.2 萬 | 1.12% | +80.0% | 加碼 |
| Alexandria Capital, LLC | 69,517 | $314.8 萬 | 0.29% | +8,297+13.6% | 加碼 |
| Global Frontier Investments LLC | 70,000 | $317.0 萬 | 2.39% | 00.0% | 不變 |
| Regions Financial Corp | 70,145 | $317.6 萬 | 0.03% | −2,184−3.0% | 減碼 |
| BerganKDV Wealth Management, LLC | 70,182 | $317.9 萬 | 0.38% | +291+0.4% | 加碼 |
| Hengehold Capital Management LLC | 70,333 | $318.5 萬 | 0.42% | −7,950−10.2% | 減碼 |
| Affinity Investment Advisors, LLC | 70,587 | $319.7 萬 | 1.44% | +70,587 | 新進 |
| Parcion Private Wealth LLC | 70,777 | $320.5 萬 | 0.32% | +100+0.1% | 加碼 |
| Prospera Financial Services Inc | 71,341 | $323.2 萬 | 0.16% | +4,413+6.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 71,460 | $323.6 萬 | 0.02% | +29,730+71.2% | 加碼 |
| Lido Advisors, LLC | 71,926 | $325.8 萬 | 0.08% | +16,948+30.8% | 加碼 |
| DuPont Capital Management Corp | 72,085 | $326.5 萬 | 0.08% | +1,849+2.6% | 加碼 |
| Private Advisory Group LLC | 72,160 | $326.8 萬 | 0.83% | +8,206+12.8% | 加碼 |
| Advisor Partners LLC | 72,734 | $329.4 萬 | 0.22% | +699+1.0% | 加碼 |
| Wesbanco Bank Inc | 73,159 | $331.4 萬 | 0.12% | −953−1.3% | 減碼 |
| Umb Bank N A | 73,168 | $331.4 萬 | 0.08% | +40,484+123.9% | 加碼 |
| Mission Wealth Management, LP | 73,229 | $331.7 萬 | 0.18% | +19,099+35.3% | 加碼 |
| Granite Investment Partners, LLC | 73,256 | $331.8 萬 | 0.10% | −1,795−2.4% | 減碼 |
| Avantax Advisory Services, Inc. | 73,298 | $332.1 萬 | 0.06% | +395+0.5% | 加碼 |
| Paradigm Asset Management Co LLC | 73,700 | $333.8 萬 | 0.85% | 00.0% | 不變 |
| Opus Investment Management Inc | 74,500 | $337.4 萬 | 0.51% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 74,492 | $337.4 萬 | 0.23% | +74,492 | 新進 |
| Allstate Corp | 74,585 | $337.8 萬 | 0.11% | −2,809−3.6% | 減碼 |
| Symmetry Investments LP | 74,579 | $337.8 萬 | 0.97% | +74,579 | 新進 |
| Level Four Advisory Services, LLC | 75,258 | $340.8 萬 | 0.24% | +14,300+23.5% | 加碼 |
| United Asset Strategies, Inc. | 75,669 | $342.7 萬 | 0.46% | +75,669 | 新進 |
| Private Asset Management Inc | 75,724 | $343.0 萬 | 0.46% | −9,546−11.2% | 減碼 |
| L & S Advisors Inc | 75,757 | $343.1 萬 | 0.37% | −85,076−52.9% | 減碼 |
| Citizens Business Bank | 76,125 | $344.8 萬 | 0.45% | 00.0% | 不變 |
| Bouvel Investment Partners, LLC | 76,891 | $348.2 萬 | 1.97% | +404+0.5% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $348.7 萬 | 0.46% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 77,256 | $349.9 萬 | 0.08% | +813+1.1% | 加碼 |
| American Portfolios Advisors | 77,943 | $353.0 萬 | 0.14% | +1,290+1.7% | 加碼 |
| Davenport & Co LLC | 78,375 | $355.0 萬 | 0.03% | −864−1.1% | 減碼 |