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 |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 10,160 | $46.0 萬 | 0.03% | 00.0% | 不變 |
| Atwood & Palmer Inc | 10,207 | $46.2 萬 | 0.04% | −850−7.7% | 減碼 |
| Greylin Investment Mangement Inc | 10,229 | $46.3 萬 | 0.09% | −11,025−51.9% | 減碼 |
| Donaldson Capital Management, LLC | 10,212 | $46.3 萬 | 0.02% | −320−3.0% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 10,232 | $46.3 萬 | 0.02% | +2,486+32.1% | 加碼 |
| Stephenson National Bank & Trust | 10,248 | $46.4 萬 | 0.30% | 00.0% | 不變 |
| HCR Wealth Advisors | 10,271 | $46.5 萬 | 0.08% | +1,928+23.1% | 加碼 |
| Mission Creek Capital Partners, Inc. | 10,320 | $46.7 萬 | 0.08% | −95−0.9% | 減碼 |
| Platform Technology Partners | 10,355 | $46.9 萬 | 0.19% | +10,355 | 新進 |
| Keystone Financial Group | 10,381 | $47.0 萬 | 0.09% | +1,058+11.3% | 加碼 |
| Glenview Trust Co | 10,391 | $47.1 萬 | 0.02% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 10,433 | $47.3 萬 | 0.23% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 10,446 | $47.3 萬 | 0.10% | +50+0.5% | 加碼 |
| Ssi Investment Management LLC | 10,473 | $47.4 萬 | 0.03% | −49−0.5% | 減碼 |
| Penserra Capital Management LLC | 10,584 | $47.9 萬 | 0.01% | −1,564−12.9% | 減碼 |
| Hanseatic Management Services Inc | 10,566 | $47.9 萬 | 0.90% | +10,566 | 新進 |
| Old West Investment Management, LLC | 10,610 | $48.0 萬 | 0.19% | 00.0% | 不變 |
| Aspen Investment Management Inc | 10,618 | $48.1 萬 | 0.25% | −104−1.0% | 減碼 |
| Wealth Alliance | 10,631 | $48.1 萬 | 0.11% | +841+8.6% | 加碼 |
| Barrett Asset Management, LLC | 10,670 | $48.3 萬 | 0.02% | 00.0% | 不變 |
| Intrust Bank NA | 10,694 | $48.4 萬 | 0.07% | −703−6.2% | 減碼 |
| Oxford Financial Group Ltd | 10,682 | $48.4 萬 | 0.06% | +11+0.1% | 加碼 |
| Fairview Capital Investment Management, LLC | 10,717 | $48.5 萬 | 0.03% | −70−0.6% | 減碼 |
| Bragg Financial Advisors, Inc | 10,718 | $48.5 萬 | 0.03% | +928+9.5% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 10,729 | $48.6 萬 | 0.12% | −10,104−48.5% | 減碼 |
| Financial Advisory Service, Inc. | 10,721 | $48.6 萬 | 0.05% | −89−0.8% | 減碼 |
| Annandale Capital, LLC | 10,782 | $48.8 萬 | 0.29% | +20.0% | 加碼 |
| Tiedemann Advisors, LLC | 10,775 | $48.9 萬 | 0.02% | −221−2.0% | 減碼 |
| Well Done, LLC | 10,805 | $48.9 萬 | 0.11% | −121−1.1% | 減碼 |
| Biltmore Family Office, LLC | 10,799 | $48.9 萬 | 0.14% | 00.0% | 不變 |
| David Loasby | 10,804 | $48.9 萬 | 0.06% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 10,740 | $48.9 萬 | 0.06% | +5,372+100.1% | 加碼 |
| Chicago Trust Co NA | 10,854 | $49.1 萬 | 0.12% | +192+1.8% | 加碼 |
| First Nebraska Trust Co | 10,853 | $49.2 萬 | 0.06% | −25−0.2% | 減碼 |
| Parsons Capital Management Inc | 10,862 | $49.2 萬 | 0.04% | −500−4.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 10,955 | $49.3 萬 | 0.04% | +97+0.9% | 加碼 |
| Quantitative Value Technologies, LLC | 10,935 | $49.5 萬 | 0.82% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 10,950 | $49.6 萬 | 0.05% | −1,650−13.1% | 減碼 |
| Ausdal Financial Partners, Inc. | 11,050 | $50.0 萬 | 0.08% | −5,627−33.7% | 減碼 |
| Leisure Capital Management | 11,038 | $50.0 萬 | 0.28% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 11,047 | $50.0 萬 | 0.45% | +322+3.0% | 加碼 |
| London & Capital Asset Management Ltd | 11,059 | $50.1 萬 | 0.04% | 00.0% | 不變 |
| Hudock, Inc. | 11,106 | $50.2 萬 | 0.15% | −5,211−31.9% | 減碼 |
| Engineers Gate Manager LP | 11,160 | $50.5 萬 | 0.03% | −2,556−18.6% | 減碼 |
| Prentiss Smith & Co Inc | 11,220 | $50.8 萬 | 0.24% | +199+1.8% | 加碼 |
| Brinker Capital Investments, LLC | 11,207 | $50.8 萬 | 0.01% | +5,472+95.4% | 加碼 |
| Northeast Investment Management | 11,285 | $51.1 萬 | 0.03% | +2,200+24.2% | 加碼 |
| West Family Investments, Inc. | 11,285 | $51.1 萬 | 0.14% | +11,285 | 新進 |
| Terry L. Blaker | 11,330 | $51.3 萬 | 0.03% | −19,737−63.5% | 減碼 |
| Beaton Management Co. Inc. | 11,385 | $51.6 萬 | 0.33% | −700−5.8% | 減碼 |
| Aj Wealth Strategies, LLC | 11,382 | $51.6 萬 | 0.03% | +30.0% | 加碼 |
| Surevest, LLC | 11,448 | $51.8 萬 | 0.14% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,454 | $51.9 萬 | 0.17% | −492−4.1% | 減碼 |
| Vontobel Asset Management Inc | 11,469 | $52.0 萬 | 0.00% | +6,254+119.9% | 加碼 |
| Evergreen Capital Management LLC | 11,495 | $52.1 萬 | 0.02% | +1,445+14.4% | 加碼 |
| Capital Wealth Planning, LLC | 11,539 | $52.2 萬 | 0.01% | +109+1.0% | 加碼 |
| State of Wyoming | 11,579 | $52.4 萬 | 0.33% | +3,347+40.7% | 加碼 |
| West Branch Capital LLC | 11,642 | $52.7 萬 | 0.26% | +4,853+71.5% | 加碼 |
| YorkBridge Wealth Partners, LLC | 11,657 | $52.8 萬 | 0.14% | +533+4.8% | 加碼 |
| Marino, Stram & Associates LLC | 11,657 | $52.8 萬 | 0.14% | +11,657 | 新進 |
| Marietta Investment Partners LLC | 11,708 | $53.0 萬 | 0.12% | −29−0.2% | 減碼 |
| Summit Asset Management, LLC | 11,715 | $53.1 萬 | 0.17% | −1,753−13.0% | 減碼 |
| Ipswich Investment Management Co., Inc. | 11,740 | $53.2 萬 | 0.14% | 00.0% | 不變 |
| Landsberg, Bennett, & Dubbaneh LLC | 11,867 | $53.2 萬 | 0.07% | +403+3.5% | 加碼 |
| Koshinski Asset Management, Inc. | 11,803 | $53.5 萬 | 0.07% | +2,535+27.4% | 加碼 |
| Aull & Monroe Investment Management Corp | 11,835 | $53.6 萬 | 0.25% | −235−1.9% | 減碼 |
| Pacifica Capital Investments, LLC | 11,835 | $53.6 萬 | 0.18% | 00.0% | 不變 |
| BBR Partners, LLC | 11,974 | $54.2 萬 | 0.04% | −1,241−9.4% | 減碼 |
| Montecito Bank & Trust | 12,050 | $54.6 萬 | 0.10% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 12,060 | $54.6 萬 | 0.13% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 12,092 | $54.8 萬 | 0.01% | +171+1.4% | 加碼 |
| Red Door Wealth Management, LLC | 12,110 | $54.8 萬 | 0.21% | +5,930+96.0% | 加碼 |
| Susquehanna International Group Ltd. | 12,182 | $55.2 萬 | 0.19% | +12,182 | 新進 |
| Weil Company, Inc. | 12,209 | $55.3 萬 | 0.28% | +4,900+67.0% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 12,227 | $55.4 萬 | 0.16% | −44−0.4% | 減碼 |
| Hexagon Capital Partners LLC | 12,263 | $55.5 萬 | 0.15% | −1,469−10.7% | 減碼 |
| StoneX Group Inc. | 12,297 | $55.7 萬 | 0.08% | −3,208−20.7% | 減碼 |
| Vident Investment Advisory, LLC | 12,303 | $55.7 萬 | 0.02% | −355−2.8% | 減碼 |
| G&S Capital LLC | 12,292 | $55.7 萬 | 0.29% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 12,296 | $55.7 萬 | 0.01% | +406+3.4% | 加碼 |
| MorganRosel Wealth Management, LLC | 12,348 | $55.9 萬 | 0.31% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 12,353 | $55.9 萬 | 0.22% | +2,617+26.9% | 加碼 |
| ACG Wealth | 12,434 | $56.3 萬 | 0.07% | −2,796−18.4% | 減碼 |
| Joel Isaacson & Co., LLC | 12,451 | $56.4 萬 | 0.04% | +1,791+16.8% | 加碼 |
| Lumbard & Kellner, LLC | 12,490 | $56.6 萬 | 0.22% | −366−2.8% | 減碼 |
| Providence Wealth Advisors, LLC | 12,768 | $56.6 萬 | 0.39% | 00.0% | 不變 |
| Purus Wealth Management, LLC | 12,493 | $56.6 萬 | 0.41% | +26+0.2% | 加碼 |
| Gamble Jones Investment Counsel | 12,570 | $56.9 萬 | 0.04% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 12,599 | $57.0 萬 | 0.02% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 12,641 | $57.2 萬 | 0.25% | +1,939+18.1% | 加碼 |
| Becker Capital Management Inc | 12,660 | $57.3 萬 | 0.02% | +2,474+24.3% | 加碼 |
| Glassman Wealth Services | 12,680 | $57.4 萬 | 0.12% | +372+3.0% | 加碼 |
| Family Legacy, Inc. | 12,800 | $57.6 萬 | 0.26% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 12,725 | $57.6 萬 | 0.05% | +400+3.2% | 加碼 |
| Heritage Wealth Management, LLC | 12,790 | $57.9 萬 | 0.22% | +12,790 | 新進 |
| Axiom Financial Strategies, LLC | 12,796 | $58.0 萬 | 0.27% | +10.0% | 加碼 |
| Legacy Financial Group LLC | 12,809 | $58.0 萬 | 0.18% | +1,171+10.1% | 加碼 |
| Pettyjohn, Wood & White, Inc | 12,836 | $58.1 萬 | 0.13% | −1,619−11.2% | 減碼 |
| Optas, LLC | 12,853 | $58.2 萬 | 0.17% | +5,548+75.9% | 加碼 |
| McCarthy Asset Management, Inc. | 12,884 | $58.4 萬 | 0.42% | −1,304−9.2% | 減碼 |