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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 30,230 | $136.9 萬 | 0.03% | −50−0.2% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 36,835 | $136.5 萬 | 0.09% | +20,185+121.2% | 加碼 |
| King Luther Capital Management Corp | 30,032 | $136.0 萬 | 0.01% | +1,434+5.0% | 加碼 |
| Marco Investment Management LLC | 29,942 | $135.6 萬 | 0.16% | +30+0.1% | 加碼 |
| 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 |
| Monarch Capital Management Inc | 29,771 | $134.8 萬 | 0.39% | −800−2.6% | 減碼 |
| Xcel Wealth Management, LLC | 29,641 | $134.2 萬 | 0.41% | +93+0.3% | 加碼 |
| Peak Asset Management, LLC | 29,422 | $133.3 萬 | 0.33% | −13,019−30.7% | 減碼 |
| Winton Group Ltd | 29,323 | $132.8 萬 | 0.07% | +29,323 | 新進 |
| Symmetry Partners, LLC | 29,304 | $132.7 萬 | 0.09% | 00.0% | 不變 |
| Nachman Norwood & Parrott, Inc | 29,242 | $132.4 萬 | 0.13% | −348−1.2% | 減碼 |
| Optimal Asset Management, Inc. | 29,162 | $132.1 萬 | 0.16% | −70.0% | 減碼 |
| Valley National Advisers Inc | 29,083 | $131.7 萬 | 0.24% | +26+0.1% | 加碼 |
| Koss-Olinger Consulting, LLC | 28,922 | $131.0 萬 | 0.19% | +1,162+4.2% | 加碼 |
| Ironwood Investment Counsel, LLC | 28,899 | $130.8 萬 | 0.35% | −2,852−9.0% | 減碼 |
| Heartland Advisors Inc | 28,843 | $130.6 萬 | 0.08% | −122−0.4% | 減碼 |
| Leavell Investment Management, Inc. | 33,370 | $130.4 萬 | 0.11% | 00.0% | 不變 |
| Arden Trust Co | 28,709 | $130.0 萬 | 0.21% | −14,242−33.2% | 減碼 |
| Gilbert & Cook, Inc. | 28,498 | $129.1 萬 | 0.23% | −11,870−29.4% | 減碼 |
| Palladium Partners LLC | 28,388 | $128.6 萬 | 0.06% | +835+3.0% | 加碼 |
| 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 |
| First Financial Bank - Trust Division | 28,198 | $127.7 萬 | 0.14% | −706−2.4% | 減碼 |
| Brighton Jones LLC | 28,142 | $127.5 萬 | 0.07% | −1,317−4.5% | 減碼 |
| CAPROCK Group, Inc. | 28,119 | $127.4 萬 | 0.12% | −6,205−18.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 28,097 | $127.3 萬 | 0.01% | −540−1.9% | 減碼 |
| Pflug Koory, LLC | 27,958 | $126.6 萬 | 0.66% | −500−1.8% | 減碼 |
| Virtue Capital Management, LLC | 27,913 | $126.4 萬 | 0.25% | −1,480−5.0% | 減碼 |
| First Citizens Bank & Trust Co | 27,832 | $126.1 萬 | 0.06% | −262−0.9% | 減碼 |
| Integrated Wealth Concepts LLC | 27,828 | $126.0 萬 | 0.04% | +1,510+5.7% | 加碼 |
| PFG Advisors | 27,717 | $125.5 萬 | 0.14% | +872+3.2% | 加碼 |
| Northside Capital Management, LLC | 27,640 | $125.2 萬 | 0.31% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 27,524 | $124.6 萬 | 0.26% | +10.0% | 加碼 |
| Sovarnum Capital L.P. | 27,500 | $124.5 萬 | 0.78% | −11,180−28.9% | 減碼 |
| First Horizon Advisors, Inc. | 27,486 | $124.4 萬 | 0.07% | −1,725−5.9% | 減碼 |
| Vista Investment Management | 27,428 | $124.2 萬 | 0.73% | −521−1.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 27,396 | $124.1 萬 | 0.15% | −1,382−4.8% | 減碼 |
| Ameritas Investment Company, LLC | 7,511 | $123.5 萬 | 0.06% | −1,493−16.6% | 減碼 |
| Michael B. Yongue | 26,983 | $122.2 萬 | 0.89% | +180+0.7% | 加碼 |
| LMR Partners LLP | 26,790 | $121.3 萬 | 0.02% | −179,980−87.0% | 減碼 |
| WP Advisors, LLC | 26,628 | $120.6 萬 | 0.50% | −552−2.0% | 減碼 |
| NVWM, LLC | 26,292 | $119.1 萬 | 0.43% | +208+0.8% | 加碼 |
| Front Street Capital Management, Inc. | 26,196 | $118.6 萬 | 0.22% | −5,936−18.5% | 減碼 |
| Northwest & Ethical Investments L.P. | 26,165 | $118.5 萬 | 0.04% | −16,651−38.9% | 減碼 |
| First Dallas Securities Inc. | 26,156 | $118.5 萬 | 0.78% | −4,800−15.5% | 減碼 |
| Boit C F David | 26,163 | $118.5 萬 | 0.90% | +26,163 | 新進 |
| BLB&B Advisors, LLC | 26,139 | $118.4 萬 | 0.09% | −1,590−5.7% | 減碼 |
| Holderness Investments Co | 26,077 | $118.1 萬 | 0.39% | +215+0.8% | 加碼 |
| Chicago Partners Investment Group LLC | 26,203 | $117.9 萬 | 0.09% | −2,153−7.6% | 減碼 |
| Ruffer LLP | 26,000 | $117.7 萬 | 0.03% | −6,000−18.8% | 減碼 |
| KB Financial Partners, LLC | 25,997 | $117.7 萬 | 0.44% | +12,585+93.8% | 加碼 |
| Investment Management Associates Inc | 25,914 | $117.4 萬 | 0.62% | −607−2.3% | 減碼 |
| Global Retirement Partners, LLC | 25,871 | $117.2 萬 | 0.12% | +943+3.8% | 加碼 |
| Northwest Investment Counselors, LLC | 25,774 | $116.7 萬 | 0.32% | −675−2.6% | 減碼 |
| Goodwin Daniel L | 25,700 | $116.4 萬 | 0.55% | 00.0% | 不變 |
| Lazard Asset Management LLC | 25,680 | $116.2 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 25,662 | $116.2 萬 | 0.18% | +377+1.5% | 加碼 |
| Duncker Streett & Co Inc | 25,548 | $115.7 萬 | 0.21% | −413−1.6% | 減碼 |
| Nicolet Bankshares Inc | 25,550 | $115.7 萬 | 0.30% | 00.0% | 不變 |
| Compton Capital Management Inc | 25,500 | $115.5 萬 | 0.34% | −480−1.8% | 減碼 |
| Cumberland Advisors Inc | 25,400 | $115.0 萬 | 0.27% | 00.0% | 不變 |
| American National Registered Investment Advisor, Inc. | 25,208 | $114.2 萬 | 0.41% | −225−0.9% | 減碼 |
| Boltwood Capital Management | 25,097 | $113.7 萬 | 0.47% | 00.0% | 不變 |
| Analyst IMS Investment Management Services Ltd. | 25,067 | $113.6 萬 | 0.14% | +2,676+12.0% | 加碼 |
| Centaurus Financial, Inc. | 25,054 | $113.5 萬 | 0.10% | −400−1.6% | 減碼 |
| Financial Counselors Inc | 24,981 | $113.1 萬 | 0.02% | −4,192−14.4% | 減碼 |
| Cadinha & Co LLC | 24,972 | $113.1 萬 | 0.15% | 00.0% | 不變 |
| Insight Advisors, LLC | 24,611 | $112.7 萬 | 0.35% | −372−1.5% | 減碼 |
| Aspiriant, LLC | 24,841 | $112.5 萬 | 0.06% | +2,632+11.9% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 24,766 | $112.2 萬 | 0.06% | +8,984+56.9% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 24,757 | $112.1 萬 | 0.11% | −398−1.6% | 減碼 |
| Voya Financial Advisors, Inc. | 25,015 | $112.0 萬 | 0.15% | −94,859−79.1% | 減碼 |
| Laurel Wealth Advisors LLC | 24,679 | $111.8 萬 | 0.25% | +3,149+14.6% | 加碼 |
| American State Bank (Iowa) | 24,670 | $111.7 萬 | 0.87% | +345+1.4% | 加碼 |
| Parallel Advisors, LLC | 24,660 | $111.7 萬 | 0.05% | +4,402+21.7% | 加碼 |
| Telos Capital Management, Inc. | 24,643 | $111.6 萬 | 0.15% | −200−0.8% | 減碼 |
| Beck Mack & Oliver LLC | 24,575 | $111.3 萬 | 0.03% | +835+3.5% | 加碼 |
| Hutchinson Capital Management | 24,554 | $111.2 萬 | 0.28% | −755−3.0% | 減碼 |
| CoreFirst Bank & Trust | 24,499 | $110.9 萬 | 0.75% | −370−1.5% | 減碼 |
| Evoke Wealth, LLC | 24,436 | $110.7 萬 | 0.04% | −17−0.1% | 減碼 |
| GFG Capital, LLC | 24,357 | $110.3 萬 | 0.33% | +129+0.5% | 加碼 |
| Quad-Cities Investment Group, LLC | 24,230 | $109.7 萬 | 0.75% | +969+4.2% | 加碼 |
| Jeppson Wealth Management, LLC | 24,161 | $109.4 萬 | 0.60% | +345+1.4% | 加碼 |
| Intersect Capital LLC | 24,139 | $109.3 萬 | 0.19% | +4,019+20.0% | 加碼 |
| Edgestream Partners, L.P. | 24,069 | $109.0 萬 | 0.06% | +24,069 | 新進 |
| Cullen Capital Management LLC | 23,842 | $108.0 萬 | 0.01% | −270−1.1% | 減碼 |
| Qtron Investments LLC | 23,835 | $107.9 萬 | 0.27% | +23,835 | 新進 |
| Washington Trust Bank | 23,805 | $107.8 萬 | 0.13% | −640−2.6% | 減碼 |
| Wrapmanager Inc | 23,763 | $107.6 萬 | 0.28% | +10,490+79.0% | 加碼 |
| First City Capital Management, Inc. | 20,992 | $107.4 萬 | 0.59% | −2,650−11.2% | 減碼 |
| Neumann Capital Management, LLC | 23,651 | $107.1 萬 | 0.48% | 00.0% | 不變 |
| First National Trust Co | 23,451 | $106.2 萬 | 0.06% | −6,891−22.7% | 減碼 |
| Credit Agricole S A | 23,290 | $105.5 萬 | 0.04% | −93,530−80.1% | 減碼 |
| FDx Advisors, Inc. | 23,289 | $105.5 萬 | 0.04% | −6,949−23.0% | 減碼 |
| Investors Asset Management of Georgia Inc | 23,145 | $104.8 萬 | 0.56% | +1,540+7.1% | 加碼 |
| Pinnacle Financial Partners Inc | 23,114 | $104.6 萬 | 0.04% | −1,399−5.7% | 減碼 |
| Pinnacle Wealth Advisors | 23,114 | $104.6 萬 | 0.04% | +23,114 | 新進 |
| TRUE Private Wealth Advisors | 22,957 | $103.9 萬 | 0.15% | −3,487−13.2% | 減碼 |
| Sage Rhino Capital LLC | 22,943 | $103.9 萬 | 0.31% | +1,166+5.4% | 加碼 |