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 |
|---|---|---|---|---|---|
| South State Corp. | 17,708 | $80.2 萬 | 0.07% | +825+4.9% | 加碼 |
| SkyView Investment Advisors, LLC | 20,476 | $80.0 萬 | 0.37% | 00.0% | 不變 |
| Bank of the West | 17,660 | $80.0 萬 | 0.08% | −2,144−10.8% | 減碼 |
| Narwhal Capital Management | 17,637 | $79.9 萬 | 0.10% | −4,034−18.6% | 減碼 |
| Soltis Investment Advisors LLC | 17,628 | $79.8 萬 | 0.13% | −281−1.6% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 17,604 | $79.7 萬 | 0.31% | +430+2.5% | 加碼 |
| Newport Wealth Strategies, Inc. | 17,474 | $79.1 萬 | 0.46% | +76+0.4% | 加碼 |
| Gryphon Financial Partners LLC | 31,096 | $78.9 萬 | 0.19% | +4,383+16.4% | 加碼 |
| Kovack Advisors, Inc. | 17,345 | $78.6 萬 | 0.09% | +513+3.0% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 17,331 | $78.5 萬 | 0.25% | −127−0.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 17,280 | $78.3 萬 | 0.03% | +4,815+38.6% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 17,245 | $78.1 萬 | 0.23% | −28,768−62.5% | 減碼 |
| Putnam Investments LLC | 17,404 | $78.0 萬 | 0.00% | −292,790−94.4% | 減碼 |
| Hodges Capital Management Inc. | 17,214 | $78.0 萬 | 0.09% | −2,500−12.7% | 減碼 |
| Hutner Capital Management Inc | 17,114 | $77.5 萬 | 0.50% | −110−0.6% | 減碼 |
| Personal Capital Advisors Corp | 17,103 | $77.5 萬 | 0.00% | +1,987+13.1% | 加碼 |
| Western Wealth Management, LLC | 16,943 | $77.3 萬 | 0.08% | −810−4.6% | 減碼 |
| North Star Asset Management Inc | 16,933 | $76.7 萬 | 0.04% | −30−0.2% | 減碼 |
| Steel Peak Wealth Management LLC | 16,893 | $76.5 萬 | 0.06% | +2,367+16.3% | 加碼 |
| AIA Group Ltd | 17,732 | $76.3 萬 | 0.05% | +17,732 | 新進 |
| Quadrant Private Wealth Management, LLC | 16,831 | $76.2 萬 | 0.31% | 00.0% | 不變 |
| Manchester Capital Management LLC | 16,749 | $75.9 萬 | 0.10% | +671+4.2% | 加碼 |
| Sequent Asset Management, LLC | 16,743 | $75.8 萬 | 0.43% | −1,088−6.1% | 減碼 |
| Tarbox Family Office, Inc. | 16,723 | $75.7 萬 | 0.14% | +1,269+8.2% | 加碼 |
| XML Financial, LLC | 16,686 | $75.6 萬 | 0.17% | −29−0.2% | 減碼 |
| Murphy Pohlad Asset Management LLC | 16,690 | $75.5 萬 | 0.31% | +3,483+26.4% | 加碼 |
| Central Trust Co | 16,643 | $75.4 萬 | 0.03% | −6,300−27.5% | 減碼 |
| Jacobi Capital Management LLC | 16,484 | $74.7 萬 | 0.10% | −195−1.2% | 減碼 |
| Bristlecone Advisors, LLC | 16,430 | $74.4 萬 | 0.10% | +32+0.2% | 加碼 |
| JNBA Financial Advisors | 16,402 | $74.3 萬 | 0.10% | −1,000−5.7% | 減碼 |
| Vista Wealth Management Group, LLC | 16,390 | $74.2 萬 | 0.17% | −1,878−10.3% | 減碼 |
| Sippican Capital Advisors | 16,330 | $74.0 萬 | 0.64% | −100−0.6% | 減碼 |
| GM Advisory Group, Inc. | 16,254 | $73.6 萬 | 0.08% | +40.0% | 加碼 |
| Highlander Capital Management, LLC | 16,237 | $73.5 萬 | 0.37% | −3,100−16.0% | 減碼 |
| Marks Group Wealth Management, Inc | 16,193 | $73.4 萬 | 0.10% | −1,314−7.5% | 減碼 |
| Wimmer Associates 1, LLC | 16,216 | $73.4 萬 | 0.43% | −330−2.0% | 減碼 |
| Biondo Investment Advisors, LLC | 16,165 | $73.4 萬 | 0.13% | 00.0% | 不變 |
| Waddell & Associates, LLC | 16,117 | $73.0 萬 | 0.13% | +16,117 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 16,037 | $72.6 萬 | 0.13% | +10,336+181.3% | 加碼 |
| Smithfield Trust Co | 16,014 | $72.5 萬 | 0.05% | −3,400−17.5% | 減碼 |
| Quantitative Systematic Strategies LLC | 15,974 | $72.3 萬 | 0.25% | −28,351−64.0% | 減碼 |
| Altfest L J & Co Inc | 15,963 | $72.3 萬 | 0.16% | −436−2.7% | 減碼 |
| Woodmont Investment Counsel LLC | 15,911 | $72.1 萬 | 0.11% | −2,280−12.5% | 減碼 |
| Coldstream Capital Management Inc | 15,928 | $72.1 萬 | 0.03% | −716−4.3% | 減碼 |
| Element Wealth, LLC | 15,922 | $72.1 萬 | 0.56% | +209+1.3% | 加碼 |
| Requisite Capital Management, LLC | 15,905 | $72.0 萬 | 0.12% | 00.0% | 不變 |
| Citizens Financial Group Inc | 15,851 | $71.8 萬 | 0.03% | −1,494−8.6% | 減碼 |
| Quest Capital Management Inc | 15,847 | $71.8 萬 | 0.14% | +1,364+9.4% | 加碼 |
| Archford Capital Strategies, LLC | 15,709 | $71.1 萬 | 0.18% | −3,997−20.3% | 減碼 |
| Harbor Investment Advisory, LLC | 15,657 | $70.9 萬 | 0.10% | −1,030−6.2% | 減碼 |
| Doliver Advisors, LP | 15,652 | $70.9 萬 | 0.24% | −91−0.6% | 減碼 |
| LexAurum Advisors, LLC | 15,629 | $70.8 萬 | 0.21% | +2,463+18.7% | 加碼 |
| 17 Capital Partners, LLC | 15,550 | $70.4 萬 | 0.65% | +15,550 | 新進 |
| Diligent Investors, LLC | 15,387 | $69.7 萬 | 0.24% | −40,763−72.6% | 減碼 |
| Burke & Herbert Bank & Trust Co | 15,390 | $69.7 萬 | 0.45% | −350−2.2% | 減碼 |
| Snowden Capital Advisors LLC | 15,372 | $69.6 萬 | 0.03% | +4,773+45.0% | 加碼 |
| Q3 Asset Management | 15,364 | $69.3 萬 | 0.34% | +15,364 | 新進 |
| IVC Wealth Advisors LLC | 15,287 | $69.2 萬 | 0.49% | +40.0% | 加碼 |
| Warren Averett Asset Management, LLC | 13,728 | $69.1 萬 | 0.06% | +1,461+11.9% | 加碼 |
| Pacific Center for Financial Services | 15,137 | $68.6 萬 | 0.30% | −216−1.4% | 減碼 |
| First Foundation Advisors | 15,144 | $68.6 萬 | 0.03% | +1,887+14.2% | 加碼 |
| Trust Co of Vermont | 15,150 | $68.6 萬 | 0.05% | +2,120+16.3% | 加碼 |
| Essex Financial Services, Inc. | 17,389 | $67.9 萬 | 0.10% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 14,997 | $67.9 萬 | 0.12% | −286−1.9% | 減碼 |
| North Star Investment Management Corp. | 14,979 | $67.8 萬 | 0.05% | 00.0% | 不變 |
| JGP Global Gestao de Recursos Ltda. | 14,929 | $67.6 萬 | 0.23% | −5,815−28.0% | 減碼 |
| Colony Group LLC | 14,884 | $67.4 萬 | 0.01% | −79,085−84.2% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 14,891 | $67.4 萬 | 0.04% | +1,288+9.5% | 加碼 |
| Edge Capital Group, LLC | 14,864 | $67.3 萬 | 0.05% | −391−2.6% | 減碼 |
| Stonnington Group, LLC | 15,815 | $66.9 萬 | 0.15% | +950+6.4% | 加碼 |
| Shakespeare Wealth Management, Inc. | 13,709 | $66.9 萬 | 0.26% | 00.0% | 不變 |
| Fort Pitt Capital Group, LLC | 14,755 | $66.8 萬 | 0.03% | +4,968+50.8% | 加碼 |
| AIMZ Investment Advisors, LLC | 14,682 | $66.5 萬 | 0.30% | −75−0.5% | 減碼 |
| Lantz Financial LLC | 14,603 | $66.1 萬 | 0.34% | +1,200+9.0% | 加碼 |
| Webster Bank, N. A. | 14,563 | $66.0 萬 | 0.07% | −300−2.0% | 減碼 |
| RMB Capital Management, LLC | 14,576 | $66.0 萬 | 0.02% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 14,521 | $65.8 萬 | 0.32% | −91,501−86.3% | 減碼 |
| FineMark National Bank & Trust | 14,526 | $65.8 萬 | 0.03% | +776+5.6% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 14,505 | $65.7 萬 | 0.18% | 00.0% | 不變 |
| RB Capital Management, LLC | 14,502 | $65.7 萬 | 0.25% | +482+3.4% | 加碼 |
| Brookstone Capital Management | 15,197 | $65.7 萬 | 0.01% | +5,984+65.0% | 加碼 |
| ARGI Investment Services, LLC | 14,435 | $65.4 萬 | 0.02% | +664+4.8% | 加碼 |
| First Midwest Bank Trust Division | 14,382 | $65.1 萬 | 0.09% | −794−5.2% | 減碼 |
| Sciencast Management LP | 14,877 | $65.0 萬 | 0.14% | +14,877 | 新進 |
| Delta Investment Management, LLC | 14,268 | $64.6 萬 | 0.19% | −345−2.4% | 減碼 |
| Tobam | 14,156 | $64.1 萬 | 0.03% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 49,275 | $63.9 萬 | 0.12% | −28,675−36.8% | 減碼 |
| Abbrea Capital, LLC | 14,081 | $63.8 萬 | 0.10% | +1,527+12.2% | 加碼 |
| HBK Sorce Advisory LLC | 14,047 | $63.6 萬 | 0.04% | −1,492−9.6% | 減碼 |
| Canandaigua National Corp | 13,979 | $63.3 萬 | 0.10% | −360−2.5% | 減碼 |
| Cannell Peter B & Co Inc | 13,980 | $63.3 萬 | 0.02% | 00.0% | 不變 |
| Parsec Financial Management, Inc. | 13,932 | $63.1 萬 | 0.03% | −3,728−21.1% | 減碼 |
| Paloma Partners Management Co | 13,914 | $63.0 萬 | 0.02% | −25,262−64.5% | 減碼 |
| Sharkey, Howes & Javer | 13,902 | $63.0 萬 | 0.17% | 00.0% | 不變 |
| Fulton Bank, N.A. | 13,903 | $62.9 萬 | 0.03% | +13,903 | 新進 |
| Allegiant Private Advisors, LLC | 13,859 | $62.8 萬 | 0.10% | +745+5.7% | 加碼 |
| Psagot Investment House Ltd. | 13,798 | $62.5 萬 | 0.02% | +931+7.2% | 加碼 |
| Buffington Mohr McNeal | 13,708 | $62.1 萬 | 0.12% | −422−3.0% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 13,664 | $61.9 萬 | 0.40% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 13,671 | $61.9 萬 | 0.21% | +1,175+9.4% | 加碼 |