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 |
|---|---|---|---|---|---|
| Cowen and Company, LLC | 22,866 | $103.6 萬 | 0.06% | −3,156−12.1% | 減碼 |
| Meristem Family Wealth, LLC | 22,821 | $103.4 萬 | 0.16% | −13,393−37.0% | 減碼 |
| Signaturefd, LLC | 22,811 | $103.3 萬 | 0.04% | +5,615+32.7% | 加碼 |
| Venture Visionary Partners LLC | 22,745 | $103.0 萬 | 0.08% | +11,636+104.7% | 加碼 |
| AdvisorNet Financial, Inc | 22,720 | $102.9 萬 | 0.07% | −10,442−31.5% | 減碼 |
| Convergence Investment Partners, LLC | 22,727 | $102.9 萬 | 0.44% | −1,719−7.0% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 22,630 | $102.5 萬 | 0.16% | −20−0.1% | 減碼 |
| Wakefield Asset Management LLLP | 22,630 | $102.5 萬 | 0.39% | +292+1.3% | 加碼 |
| Rossmore Private Capital | 22,474 | $101.8 萬 | 0.17% | −3,866−14.7% | 減碼 |
| Appleton Partners Inc | 22,473 | $101.8 萬 | 0.09% | +330+1.5% | 加碼 |
| Coastal Investment Advisors, Inc. | 22,445 | $101.7 萬 | 0.24% | −144−0.6% | 減碼 |
| N.E.W. Advisory Services LLC | 22,443 | $101.6 萬 | 0.17% | +179+0.8% | 加碼 |
| Alaethes Wealth LLC | 22,360 | $101.3 萬 | 0.78% | 00.0% | 不變 |
| Courier Capital LLC | 22,347 | $101.2 萬 | 0.10% | +3,743+20.1% | 加碼 |
| TrinityPoint Wealth, LLC | 22,346 | $101.2 萬 | 0.21% | +22,346 | 新進 |
| Caas Capital Management LP | 22,333 | $101.1 萬 | 0.05% | −80,917−78.4% | 減碼 |
| Proequities, Inc. | 22,236 | $100.7 萬 | 0.06% | −5,479−19.8% | 減碼 |
| Full18 Capital LLC | 22,205 | $100.6 萬 | 0.42% | +22,205 | 新進 |
| Claraphi Advisory Network, LLC | 22,117 | $100.2 萬 | 0.30% | +22,117 | 新進 |
| Davidson Trust Co | 22,008 | $99.7 萬 | 0.78% | −5,125−18.9% | 減碼 |
| Accredited Investors Inc. | 21,987 | $99.6 萬 | 0.10% | −1,118−4.8% | 減碼 |
| Peoples Financial Services Corp. | 21,991 | $99.6 萬 | 0.42% | +525+2.4% | 加碼 |
| Truehand, Inc | 21,771 | $98.6 萬 | 0.58% | 00.0% | 不變 |
| Simmons Bank | 21,731 | $98.4 萬 | 0.07% | −1,066−4.7% | 減碼 |
| Bremer Bank National Association | 21,680 | $98.1 萬 | 0.21% | −5,000−18.7% | 減碼 |
| Carlson Capital Management | 21,643 | $98.0 萬 | 0.14% | −178−0.8% | 減碼 |
| Barings LLC | 21,552 | $97.6 萬 | 0.02% | −29,901−58.1% | 減碼 |
| Marathon Trading Investment Management LLC | 21,457 | $97.2 萬 | 0.53% | −78,762−78.6% | 減碼 |
| RSM US Wealth Management LLC | 21,445 | $97.1 萬 | 0.05% | −1,195−5.3% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 21,412 | $97.0 萬 | 0.03% | −1,000−4.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 21,400 | $96.9 萬 | 0.08% | +8,000+59.7% | 加碼 |
| Fulcrum Asset Management LLP | – | $96.8 萬 | 0.41% | – | – |
| Principle Wealth Partners LLC | 21,374 | $96.8 萬 | 0.11% | −1,291−5.7% | 減碼 |
| M Holdings Securities, Inc. | 21,382 | $96.8 萬 | 0.09% | +463+2.2% | 加碼 |
| Inscription Capital, LLC | 21,374 | $96.8 萬 | 0.11% | +21,374 | 新進 |
| Resource Management, LLC | 21,337 | $96.6 萬 | 0.11% | −9,129−30.0% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 21,298 | $96.5 萬 | 0.09% | −800−3.6% | 減碼 |
| HighTower Trust Services, LTA | 21,287 | $96.4 萬 | 0.12% | −1,207−5.4% | 減碼 |
| Prio Wealth Limited Partnership | 21,253 | $96.3 萬 | 0.03% | −4,091−16.1% | 減碼 |
| Logan Capital Management Inc | 21,230 | $96.2 萬 | 0.04% | +1,239+6.2% | 加碼 |
| Castle Rock Wealth Management, LLC | 19,228 | $96.0 萬 | 0.35% | +554+3.0% | 加碼 |
| Franklin Street Advisors Inc | 21,151 | $95.8 萬 | 0.08% | +1,054+5.2% | 加碼 |
| Erste Asset Management GmbH | 21,328 | $95.5 萬 | 0.02% | −5,383−20.2% | 減碼 |
| Bridgefront Capital, LLC | 21,035 | $95.3 萬 | 0.36% | +21,035 | 新進 |
| NEXT Financial Group, Inc | 20,963 | $94.9 萬 | 0.08% | −688−3.2% | 減碼 |
| Tower Bridge Advisors | 20,950 | $94.9 萬 | 0.06% | +8,300+65.6% | 加碼 |
| Equitable Holdings, Inc. | 20,914 | $94.7 萬 | 0.02% | −232−1.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 20,694 | $93.7 萬 | 0.02% | 00.0% | 不變 |
| Investors Research Corp | 20,626 | $93.4 萬 | 0.32% | 00.0% | 不變 |
| Legacy Capital Partners, Inc. | 20,603 | $93.3 萬 | 0.33% | +3,658+21.6% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 20,533 | $93.0 萬 | 0.43% | −200−1.0% | 減碼 |
| Mutual Advisors, LLC | 20,436 | $92.6 萬 | 0.06% | −2,409−10.5% | 減碼 |
| Ritholtz Wealth Management | 20,415 | $92.5 萬 | 0.07% | +4,815+30.9% | 加碼 |
| Rehmann Capital Advisory Group | 20,256 | $91.8 萬 | 0.09% | −14−0.1% | 減碼 |
| Pathstone Family Office, LLC | 20,109 | $91.0 萬 | 0.03% | +2,327+13.1% | 加碼 |
| Barbara Oil Co. | 20,000 | $90.6 萬 | 0.42% | 00.0% | 不變 |
| Harbor Advisors LLC | 20,000 | $90.6 萬 | 0.18% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 19,987 | $90.5 萬 | 0.20% | −6,503−24.5% | 減碼 |
| IHT Wealth Management, LLC | 19,972 | $90.5 萬 | 0.06% | −1,435−6.7% | 減碼 |
| Salem Investment Counselors Inc | 19,988 | $90.5 萬 | 0.05% | −68−0.3% | 減碼 |
| InterOcean Capital Group, LLC | 19,885 | $90.1 萬 | 0.05% | −1,418−6.7% | 減碼 |
| Adirondack Research & Management Inc. | 19,883 | $90.0 萬 | 1.05% | +19,883 | 新進 |
| Busey Wealth Management | 19,777 | $89.5 萬 | 0.04% | −1,162−5.5% | 減碼 |
| Prudent Man Advisors, LLC | 19,587 | $88.7 萬 | 0.34% | +19,587 | 新進 |
| Farmers & Merchants Trust Co of Long Beach | 19,439 | $88.0 萬 | 0.24% | −9,882−33.7% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 19,441 | $88.0 萬 | 0.49% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 19,364 | $87.7 萬 | 0.04% | +142+0.7% | 加碼 |
| Csenge Advisory Group | 19,239 | $87.4 萬 | 0.08% | +1,042+5.7% | 加碼 |
| Glynn Capital Management LLC | 19,165 | $86.8 萬 | 0.08% | 00.0% | 不變 |
| People's United Financial, Inc. | 19,150 | $86.7 萬 | 0.02% | +1,943+11.3% | 加碼 |
| Fisher Asset Management, LLC | 19,062 | $86.3 萬 | 0.00% | +4,197+28.2% | 加碼 |
| First Bank & Trust | 19,001 | $86.0 萬 | 0.42% | +11+0.1% | 加碼 |
| Worth Venture Partners, LLC | 18,975 | $85.9 萬 | 0.32% | +6,037+46.7% | 加碼 |
| Keudell/Morrison Wealth Management | 18,860 | $85.4 萬 | 0.47% | +439+2.4% | 加碼 |
| Park Avenue Securities LLC | 18,706 | $84.7 萬 | 0.02% | −3,450−15.6% | 減碼 |
| Essex Savings Bank | 18,093 | $84.5 萬 | 0.33% | −988−5.2% | 減碼 |
| Boyd Watterson Asset Management LLC | 18,616 | $84.3 萬 | 0.34% | +360+2.0% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 18,600 | $84.2 萬 | 0.11% | −3,340−15.2% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 18,555 | $84.0 萬 | 0.09% | +347+1.9% | 加碼 |
| Triumph Capital Management | 18,683 | $84.0 萬 | 0.49% | +18,683 | 新進 |
| Pitcairn Co | 18,471 | $83.7 萬 | 0.06% | −961−4.9% | 減碼 |
| Foresight Wealth Management, LLC | 18,459 | $83.6 萬 | 0.35% | 00.0% | 不變 |
| Rathbone Brothers plc | 18,385 | $83.3 萬 | 0.01% | −200−1.1% | 減碼 |
| Cambridge Trust Co | 18,339 | $83.1 萬 | 0.03% | +388+2.2% | 加碼 |
| Kovitz Investment Group Partners, LLC | 18,284 | $82.8 萬 | 0.02% | −1,935−9.6% | 減碼 |
| Integrated Advisors Network LLC | 18,289 | $82.8 萬 | 0.06% | −211−1.1% | 減碼 |
| GHP Investment Advisors, Inc. | 18,186 | $82.4 萬 | 0.07% | +1,783+10.9% | 加碼 |
| Change Path, LLC | 18,198 | $82.4 萬 | 0.05% | +6,429+54.6% | 加碼 |
| Chilton Capital Management LLC | 18,179 | $82.3 萬 | 0.05% | +3,454+23.5% | 加碼 |
| Regents of the University of California | 18,106 | $82.0 萬 | 0.10% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 18,112 | $82.0 萬 | 0.13% | +10,816+148.2% | 加碼 |
| Zacks Investment Management | 18,082 | $81.9 萬 | 0.01% | −1,409,634−98.7% | 減碼 |
| Jones Financial Companies LLLP | 18,005 | $81.5 萬 | 0.00% | −3,656−16.9% | 減碼 |
| Sterneck Capital Management, LLC | 17,793 | $81.0 萬 | 0.50% | −429−2.4% | 減碼 |
| Quadrant Capital Group LLC | 17,864 | $80.9 萬 | 0.12% | +2,347+15.1% | 加碼 |
| Chicago Capital, LLC | 17,844 | $80.8 萬 | 0.03% | 00.0% | 不變 |
| Golden State Equity Partners | 17,815 | $80.7 萬 | 0.31% | +5,626+46.2% | 加碼 |
| Tilden Park Management I LLC | 17,809 | $80.6 萬 | 0.71% | 00.0% | 不變 |
| Summit Financial Group Inc | 17,785 | $80.5 萬 | 0.30% | +11,889+201.6% | 加碼 |
| Laird Norton Trust Company, LLC | 17,747 | $80.3 萬 | 0.08% | +3,093+21.1% | 加碼 |