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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 8,909 | $40.3 萬 | 0.05% | +8,909 | 新進 |
| Spectrum Management Group, LLC | 8,885 | $40.2 萬 | 0.07% | 00.0% | 不變 |
| Heritage Investors Management Corp | 8,840 | $40.0 萬 | 0.02% | −11,035−55.5% | 減碼 |
| Iron Horse Wealth Management, LLC | 8,834 | $40.0 萬 | 0.26% | −150−1.7% | 減碼 |
| River Wealth Advisors LLC | 8,811 | $39.9 萬 | 0.07% | +30.0% | 加碼 |
| Royal Fund Management, LLC | 8,800 | $39.8 萬 | 0.07% | +163+1.9% | 加碼 |
| Denali Advisors LLC | 8,700 | $39.4 萬 | 0.15% | −34,500−79.9% | 減碼 |
| Arbor Investment Advisors, LLC | 8,706 | $39.4 萬 | 0.08% | −2,959−25.4% | 減碼 |
| Tributary Capital Management, LLC | 8,700 | $39.4 萬 | 0.03% | −400−4.4% | 減碼 |
| Old North State Trust, LLC | 8,683 | $39.3 萬 | 0.30% | −1,017−10.5% | 減碼 |
| MCF Advisors LLC | 8,641 | $39.1 萬 | 0.04% | +469+5.7% | 加碼 |
| Wealth Architects, LLC | 8,620 | $39.0 萬 | 0.08% | +3,070+55.3% | 加碼 |
| 20/20 Capital Management, Inc. | 8,596 | $38.9 萬 | 0.10% | +1,385+19.2% | 加碼 |
| Capital Asset Advisory Services LLC | 8,567 | $38.8 萬 | 0.04% | −13,269−60.8% | 減碼 |
| Schulhoff & Co Inc | 8,584 | $38.8 萬 | 0.17% | 00.0% | 不變 |
| First Personal Financial Services | 8,577 | $38.8 萬 | 0.10% | +350+4.3% | 加碼 |
| Wolverine Asset Management LLC | 8,564 | $38.7 萬 | 0.00% | +4,090+91.4% | 加碼 |
| Mechanics Bank Trust Department | 8,525 | $38.6 萬 | 0.06% | −2,000−19.0% | 減碼 |
| BOK Financial Private Wealth, Inc. | 8,533 | $38.6 萬 | 0.03% | +3,205+60.2% | 加碼 |
| Bailard, Inc. | 8,505 | $38.5 萬 | 0.01% | +3,189+60.0% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 8,455 | $38.3 萬 | 0.02% | +8,455 | 新進 |
| PNC Managed Account Solutions, Inc. | 8,452 | $38.3 萬 | 0.08% | +8,452 | 新進 |
| Bollard Group LLC | 8,429 | $38.2 萬 | 0.01% | +8,400+28,965.5% | 加碼 |
| Titus Wealth Management | 8,397 | $38.0 萬 | 0.21% | +2,250+36.6% | 加碼 |
| Cohen Capital Management, Inc. | 8,299 | $37.6 萬 | 0.06% | 00.0% | 不變 |
| Visionary Wealth Advisors | 8,291 | $37.6 萬 | 0.04% | +1,192+16.8% | 加碼 |
| Mycio Wealth Partners, LLC | 8,283 | $37.5 萬 | 0.15% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 8,264 | $37.4 萬 | 0.26% | −849−9.3% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 8,249 | $37.4 萬 | 0.09% | +527+6.8% | 加碼 |
| Traphagen Investment Advisors LLC | 8,246 | $37.3 萬 | 0.06% | −88−1.1% | 減碼 |
| Cornerstone Advisory, LLC | 8,205 | $37.2 萬 | 0.06% | +20.0% | 加碼 |
| Evanson Asset Management, LLC | 8,176 | $37.0 萬 | 0.04% | −11,073−57.5% | 減碼 |
| PBMares Wealth Management LLC | 8,166 | $37.0 萬 | 0.20% | −178−2.1% | 減碼 |
| Janney Capital Management LLC | 8,171 | $37.0 萬 | 0.02% | −152−1.8% | 減碼 |
| First Citizens Financial Corp | 8,173 | $37.0 萬 | 0.28% | 00.0% | 不變 |
| Horst & Graben Wealth Management LLC | 8,137 | $36.9 萬 | 0.10% | +8+0.1% | 加碼 |
| Cedar Brook Financial Partners, LLC | 8,155 | $36.9 萬 | 0.11% | +2,117+35.1% | 加碼 |
| Miracle Mile Advisors, LLC | 8,133 | $36.8 萬 | 0.02% | −1,150−12.4% | 減碼 |
| Boston Trust Walden Corp | 8,093 | $36.7 萬 | 0.00% | 00.0% | 不變 |
| Cidel Asset Management Inc | 8,100 | $36.7 萬 | 0.01% | 00.0% | 不變 |
| Enlightenment Research, LLC | 8,100 | $36.7 萬 | 0.47% | +8,100 | 新進 |
| Crawford Investment Counsel Inc | 8,087 | $36.6 萬 | 0.01% | −1,275−13.6% | 減碼 |
| Monetary Management Group Inc | 8,065 | $36.5 萬 | 0.11% | 00.0% | 不變 |
| Security National Bank of So Dak | 8,050 | $36.5 萬 | 0.28% | +2,519+45.5% | 加碼 |
| Washington Capital Management Inc | 8,000 | $36.2 萬 | 0.44% | 00.0% | 不變 |
| Icon Wealth Partners, LLC | 7,986 | $36.2 萬 | 0.04% | +2,102+35.7% | 加碼 |
| James Hambro & Partners | 7,966 | $36.1 萬 | 0.03% | −318−3.8% | 減碼 |
| Bridge Creek Capital Management LLC | 7,950 | $36.0 萬 | 0.14% | −1,775−18.3% | 減碼 |
| PrairieView Partners, LLC | 7,937 | $35.9 萬 | 0.05% | +244+3.2% | 加碼 |
| Americana Partners, LLC | 7,927 | $35.9 萬 | 0.18% | +7,927 | 新進 |
| Private Capital Group, LLC | 7,889 | $35.7 萬 | 0.08% | −980−11.0% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 7,880 | $35.7 萬 | 0.04% | −324−3.9% | 減碼 |
| Arrow Financial Corp | 7,882 | $35.7 萬 | 0.05% | 00.0% | 不變 |
| Chiron Capital Management, LLC | 7,877 | $35.7 萬 | 0.30% | +1,500+23.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 7,858 | $35.6 萬 | 0.07% | −1,013−11.4% | 減碼 |
| Westhampton Capital, LLC | 7,850 | $35.6 萬 | 0.23% | −240−3.0% | 減碼 |
| Cadence Bank NA | 7,853 | $35.6 萬 | 0.11% | −33−0.4% | 減碼 |
| Avion Wealth | 7,863 | $35.6 萬 | 0.11% | 00.0% | 不變 |
| Latitude Advisors, LLC | 7,846 | $35.5 萬 | 0.26% | −213−2.6% | 減碼 |
| Adviser Investments LLC | 7,797 | $35.3 萬 | 0.03% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 7,783 | $35.2 萬 | 0.07% | 00.0% | 不變 |
| Trust Co | 7,778 | $35.2 萬 | 0.25% | +4,403+130.5% | 加碼 |
| Middleton & Co Inc | 7,761 | $35.1 萬 | 0.04% | +525+7.3% | 加碼 |
| Miller Value Partners, LLC | 7,700 | $34.9 萬 | 0.01% | −5,590−42.1% | 減碼 |
| CX Institutional | 7,686 | $34.8 萬 | 0.03% | −2,463−24.3% | 減碼 |
| Banque Cantonale Vaudoise | 7,665 | $34.8 萬 | 0.02% | −1,006−11.6% | 減碼 |
| E&G Advisors, LP | 0 | $34.8 萬 | 0.09% | −7,688−100.0% | 減碼 |
| Harvest Fund Management Co., Ltd | 7,697 | $34.8 萬 | 0.04% | +3,731+94.1% | 加碼 |
| Founders Financial Alliance, LLC | 7,640 | $34.7 萬 | 0.16% | +114+1.5% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 7,665 | $34.7 萬 | 0.02% | +7,665 | 新進 |
| HYA Advisors, Inc | 7,637 | $34.6 萬 | 0.14% | +13+0.2% | 加碼 |
| Perennial Investment Advisors, LLC | 7,615 | $34.5 萬 | 0.13% | −862−10.2% | 減碼 |
| Reliant Investment Management, LLC | 7,620 | $34.5 萬 | 0.16% | −545−6.7% | 減碼 |
| Successful Portfolios LLC | 7,616 | $34.5 萬 | 0.21% | −260−3.3% | 減碼 |
| Stelac Advisory Services LLC | 7,609 | $34.5 萬 | 0.08% | +7,609 | 新進 |
| Humankind Investments LLC | 7,561 | $34.2 萬 | 0.16% | +1,482+24.4% | 加碼 |
| Minot Wealth Management LLC | 7,896 | $34.1 萬 | 0.07% | +30.0% | 加碼 |
| M&R Capital Management Inc | 7,549 | $34.1 萬 | 0.08% | +400+5.6% | 加碼 |
| Vicus Capital | 7,534 | $34.1 萬 | 0.06% | +588+8.5% | 加碼 |
| Telemetry Investments, L.L.C. | 7,500 | $34.0 萬 | 0.47% | −9,500−55.9% | 減碼 |
| Islay Capital Management, LLC | 7,500 | $34.0 萬 | 0.28% | 00.0% | 不變 |
| Plancorp, LLC | 7,464 | $33.8 萬 | 0.03% | −96−1.3% | 減碼 |
| US Financial Advisors, LLC | 7,461 | $33.8 萬 | 0.16% | −22−0.3% | 減碼 |
| Summit Trail Advisors, LLC | 7,417 | $33.6 萬 | 0.03% | +406+5.8% | 加碼 |
| New Jersey Better Educational Savings Trust | 7,401 | $33.5 萬 | 0.67% | 00.0% | 不變 |
| Westshore Wealth, LLC | 7,394 | $33.5 萬 | 0.17% | 00.0% | 不變 |
| Eclectic Associates Inc | 7,342 | $33.3 萬 | 0.25% | +863+13.3% | 加碼 |
| Exencial Wealth Advisors, LLC | 7,322 | $33.2 萬 | 0.02% | +7,322 | 新進 |
| Laidlaw Wealth Management LLC | 7,326 | $33.2 萬 | 0.09% | +7,326 | 新進 |
| Balentine LLC | 7,297 | $33.0 萬 | 0.01% | +7,297 | 新進 |
| Jump Financial, LLC | 7,244 | $32.8 萬 | 0.03% | −50,765−87.5% | 減碼 |
| Windsor Capital Management, LLC | 7,230 | $32.7 萬 | 0.11% | −779−9.7% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 7,222 | $32.7 萬 | 0.12% | −157−2.1% | 減碼 |
| Gould Asset Management LLC | 7,211 | $32.7 萬 | 0.09% | 00.0% | 不變 |
| Chelsea Counsel Co | 7,202 | $32.6 萬 | 0.15% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 7,170 | $32.5 萬 | 0.25% | −750−9.5% | 減碼 |
| Bouchey Financial Group Ltd | 7,187 | $32.5 萬 | 0.05% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 7,174 | $32.5 萬 | 0.05% | +179+2.6% | 加碼 |
| Nwam LLC | 7,168 | $32.5 萬 | 0.03% | +1,501+26.5% | 加碼 |
| Standard Family Office LLC | 7,181 | $32.5 萬 | 0.07% | +2,173+43.4% | 加碼 |