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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 10,854 | $49.1 萬 | 0.12% | +192+1.8% | 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 |
| Annandale Capital, LLC | 10,782 | $48.8 萬 | 0.29% | +20.0% | 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 |
| 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 |
| 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 |
| Barrett Asset Management, LLC | 10,670 | $48.3 萬 | 0.02% | 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 |
| Old West Investment Management, LLC | 10,610 | $48.0 萬 | 0.19% | 00.0% | 不變 |
| 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 |
| Ssi Investment Management LLC | 10,473 | $47.4 萬 | 0.03% | −49−0.5% | 減碼 |
| 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 |
| Glenview Trust Co | 10,391 | $47.1 萬 | 0.02% | 00.0% | 不變 |
| Keystone Financial Group | 10,381 | $47.0 萬 | 0.09% | +1,058+11.3% | 加碼 |
| Platform Technology Partners | 10,355 | $46.9 萬 | 0.19% | +10,355 | 新進 |
| Mission Creek Capital Partners, Inc. | 10,320 | $46.7 萬 | 0.08% | −95−0.9% | 減碼 |
| HCR Wealth Advisors | 10,271 | $46.5 萬 | 0.08% | +1,928+23.1% | 加碼 |
| Stephenson National Bank & Trust | 10,248 | $46.4 萬 | 0.30% | 00.0% | 不變 |
| 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 |
| Atwood & Palmer Inc | 10,207 | $46.2 萬 | 0.04% | −850−7.7% | 減碼 |
| Punch & Associates Investment Management, Inc. | 10,160 | $46.0 萬 | 0.03% | 00.0% | 不變 |
| Lynch & Associates | 10,144 | $45.9 萬 | 0.12% | −612−5.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 10,084 | $45.7 萬 | 0.06% | +10,084 | 新進 |
| 9258 Wealth Management, LLC | 9,982 | $45.2 萬 | 0.12% | +610+6.5% | 加碼 |
| Zuckerman Investment Group, LLC | 9,969 | $45.1 萬 | 0.07% | 00.0% | 不變 |
| Ballentine Partners, LLC | 9,948 | $45.0 萬 | 0.02% | −2,049−17.1% | 減碼 |
| Kore Private Wealth LLC | 9,916 | $44.9 萬 | 0.05% | +968+10.8% | 加碼 |
| Caldwell Trust Co | 9,899 | $44.8 萬 | 0.06% | −250−2.5% | 減碼 |
| Cowa, LLC | 9,864 | $44.8 萬 | 0.28% | −2,700−21.5% | 減碼 |
| Quantinno Capital Management LP | 9,892 | $44.8 萬 | 0.51% | 00.0% | 不變 |
| PSI Advisors, LLC | 9,879 | $44.7 萬 | 0.24% | −5,274−34.8% | 減碼 |
| Hollencrest Capital Management | 9,863 | $44.7 萬 | 0.04% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 9,861 | $44.7 萬 | 0.06% | +1,880+23.6% | 加碼 |
| Private Portfolio Partners LLC | 9,853 | $44.6 萬 | 0.13% | −60−0.6% | 減碼 |
| Quattro Financial Advisors LLC | 10,000 | $44.5 萬 | 0.12% | −54,890−84.6% | 減碼 |
| Lake Street Advisors Group, LLC | 8,681 | $44.4 萬 | 0.03% | +789+10.0% | 加碼 |
| Range Financial Group LLC | 9,807 | $44.4 萬 | 0.33% | +9,807 | 新進 |
| S. R. Schill & Associates | 9,760 | $44.2 萬 | 0.18% | −1,506−13.4% | 減碼 |
| Monticello Wealth Management, LLC | 9,758 | $44.2 萬 | 0.04% | −370−3.7% | 減碼 |
| IFG Advisory, LLC | 9,764 | $44.2 萬 | 0.05% | −193−1.9% | 減碼 |
| Osterweis Capital Management Inc | 9,755 | $44.2 萬 | 0.02% | 00.0% | 不變 |
| Bray Capital Advisors | 9,749 | $44.2 萬 | 0.11% | +20.0% | 加碼 |
| Bingham Osborn & Scarborough LLC | 9,760 | $44.2 萬 | 0.03% | +2,508+34.6% | 加碼 |
| Capital One Financial Corp | 9,755 | $44.2 萬 | 0.05% | +3,692+60.9% | 加碼 |
| Cooper Financial Group | 9,731 | $44.1 萬 | 0.09% | +97+1.0% | 加碼 |
| Baldwin Brothers Inc | 9,700 | $43.9 萬 | 0.05% | 00.0% | 不變 |
| First National Bank of Hutchinson | 9,668 | $43.8 萬 | 0.23% | −200−2.0% | 減碼 |
| Texas Capital Bancshares Inc | 9,613 | $43.5 萬 | 0.32% | −239−2.4% | 減碼 |
| Hartford Financial Management Inc. | 9,595 | $43.5 萬 | 0.11% | 00.0% | 不變 |
| Claar Advisors LLC | 9,600 | $43.5 萬 | 0.13% | +9,600 | 新進 |
| Court Place Advisors, LLC | 9,543 | $43.2 萬 | 0.13% | −200−2.1% | 減碼 |
| Colonial Trust Advisors | 9,517 | $43.1 萬 | 0.05% | −1,310−12.1% | 減碼 |
| SNS Financial Group, LLC | 9,525 | $43.1 萬 | 0.06% | +826+9.5% | 加碼 |
| Woodstock Corp | 9,504 | $43.0 萬 | 0.05% | +230+2.5% | 加碼 |
| Exeter Financial, LLC | 9,500 | $42.8 萬 | 0.25% | 00.0% | 不變 |
| Northwest Wealth Management, LLC | 9,350 | $42.3 萬 | 0.22% | −35−0.4% | 減碼 |
| S.A. Mason LLC | 9,344 | $42.3 萬 | 0.29% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 9,315 | $42.2 萬 | 0.13% | −51−0.5% | 減碼 |
| Silicon Valley Capital Partners | 9,312 | $42.2 萬 | 0.08% | +2,211+31.1% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 9,302 | $42.1 萬 | 0.26% | +9,302 | 新進 |
| Contravisory Investment Management, Inc. | 9,259 | $41.9 萬 | 0.12% | 00.0% | 不變 |
| Lipe & Dalton | 9,250 | $41.9 萬 | 0.22% | +700+8.2% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 9,258 | $41.9 萬 | 0.03% | +797+9.4% | 加碼 |
| Financial Advocates Investment Management | 9,208 | $41.7 萬 | 0.03% | −929−9.2% | 減碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 9,213 | $41.7 萬 | 0.10% | +33+0.4% | 加碼 |
| Plante Moran Financial Advisors, LLC | 9,206 | $41.7 萬 | 0.10% | +1,757+23.6% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 9,209 | $41.7 萬 | 0.04% | +9,209 | 新進 |
| Smith, Moore & Co. | 9,148 | $41.4 萬 | 0.06% | −1,190−11.5% | 減碼 |
| Enterprise Financial Services Corp | 9,110 | $41.4 萬 | 0.07% | +6,292+223.3% | 加碼 |
| Piscataqua Savings Bank | 9,115 | $41.2 萬 | 0.35% | −616−6.3% | 減碼 |
| First PREMIER Bank | 9,069 | $41.2 萬 | 0.12% | −444−4.7% | 減碼 |
| Providence Capital Advisors, LLC | 9,094 | $41.2 萬 | 0.13% | +1,121+14.1% | 加碼 |
| AXS Investments LLC | 9,076 | $41.1 萬 | 0.13% | +522+6.1% | 加碼 |
| Proficio Capital Partners LLC | 9,075 | $41.1 萬 | 0.05% | +3,833+73.1% | 加碼 |
| Childress Capital Advisors, LLC | 9,066 | $41.0 萬 | 0.19% | −4,092−31.1% | 減碼 |
| First Pacific Financial | 9,062 | $41.0 萬 | 0.23% | −976−9.7% | 減碼 |
| Jacobs & Co | 9,070 | $41.0 萬 | 0.05% | −150−1.6% | 減碼 |
| Heron Financial Group, LLC | 9,048 | $41.0 萬 | 0.23% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 9,000 | $40.8 萬 | 0.03% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 8,994 | $40.7 萬 | 0.41% | 00.0% | 不變 |
| Argent Advisors, Inc. | 8,980 | $40.7 萬 | 0.25% | +511+6.0% | 加碼 |
| Institute for Wealth Management, LLC. | 8,968 | $40.6 萬 | 0.07% | −16,970−65.4% | 減碼 |
| Good Life Advisors, LLC | 8,961 | $40.6 萬 | 0.08% | −928−9.4% | 減碼 |
| Motco | 8,955 | $40.6 萬 | 0.03% | +316+3.7% | 加碼 |
| DRW Securities, LLC | 8,962 | $40.6 萬 | 0.05% | +8,962 | 新進 |
| Grove Bank & Trust | 8,922 | $40.4 萬 | 0.09% | −60−0.7% | 減碼 |
| Lindbrook Capital, LLC | 8,914 | $40.4 萬 | 0.09% | +94+1.1% | 加碼 |
| Marcum Wealth, LLC | 8,923 | $40.4 萬 | 0.07% | +990+12.5% | 加碼 |