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 |
|---|---|---|---|---|---|
| Clear Perspective Advisors, LLC | 7,152 | $32.4 萬 | 0.11% | −4,070−36.3% | 減碼 |
| Sage Mountain Advisors LLC | 7,150 | $32.4 萬 | 0.05% | +7,150 | 新進 |
| Flagship Harbor Advisors, LLC | 7,141 | $32.3 萬 | 0.03% | −4,958−41.0% | 減碼 |
| ERTS Wealth Advisors, LLC | 7,121 | $32.3 萬 | 0.09% | +609+9.4% | 加碼 |
| Wallace Capital Management Inc. | 7,114 | $32.2 萬 | 0.04% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 7,126 | $32.2 萬 | 0.03% | −440−5.8% | 減碼 |
| Sanford Advisory Services, LLC | 7,090 | $32.1 萬 | 0.08% | 00.0% | 不變 |
| Lincoln Capital LLC | 7,091 | $32.1 萬 | 0.09% | +7,091 | 新進 |
| Ashton Thomas Private Wealth, LLC | 7,078 | $32.1 萬 | 0.05% | +73+1.0% | 加碼 |
| Concord Wealth Partners | 7,041 | $31.9 萬 | 0.09% | −1,657−19.1% | 減碼 |
| Lawson Kroeker Investment Management Inc | 7,035 | $31.9 萬 | 0.10% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 7,042 | $31.9 萬 | 0.06% | +7,042 | 新進 |
| Fruth Investment Management | 7,042 | $31.8 萬 | 0.09% | −200−2.8% | 減碼 |
| Front Row Advisors LLC | 6,733 | $31.8 萬 | 0.13% | +440+7.0% | 加碼 |
| Jeereddi Investments, LP | 7,006 | $31.7 萬 | 0.27% | −2,994−29.9% | 減碼 |
| BigSur Wealth Management LLC | 7,000 | $31.7 萬 | 0.14% | −2,000−22.2% | 減碼 |
| Adalta Capital Management LLC | 7,000 | $31.7 萬 | 0.17% | −300−4.1% | 減碼 |
| Bel Air Investment Advisors LLC | 6,981 | $31.6 萬 | 0.01% | +900+14.8% | 加碼 |
| Wedge Capital Management L L P | 6,949 | $31.5 萬 | 0.00% | −1,004−12.6% | 減碼 |
| John W. Brooker & Co., CPAs | 6,904 | $31.3 萬 | 0.18% | 00.0% | 不變 |
| HBW Advisory Services LLC | 6,884 | $31.2 萬 | 0.08% | +550+8.7% | 加碼 |
| Grandfield & Dodd, LLC | 6,842 | $31.0 萬 | 0.02% | −200−2.8% | 減碼 |
| Trust Co of Virginia | 6,938 | $31.0 萬 | 0.03% | +200+3.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 6,818 | $30.9 萬 | 0.02% | −1,866−21.5% | 減碼 |
| Indiana Trust & Investment Management CO | 10,231 | $30.9 萬 | 0.17% | +1,913+23.0% | 加碼 |
| Van Strum & Towne Inc. | 6,825 | $30.9 萬 | 0.15% | 00.0% | 不變 |
| Legacy Bridge, LLC | 6,817 | $30.9 萬 | 0.17% | +2,000+41.5% | 加碼 |
| LVW Advisors, LLC | 6,818 | $30.9 萬 | 0.05% | +6,818 | 新進 |
| First National Bank & Trust Co of Newtown | 6,758 | $30.7 萬 | 0.06% | −706−9.5% | 減碼 |
| V Wealth Advisors LLC | 6,735 | $30.7 萬 | 0.05% | +6,735 | 新進 |
| Tectonic Advisors LLC | 6,752 | $30.6 萬 | 0.06% | +873+14.8% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 6,710 | $30.4 萬 | 0.15% | −165−2.4% | 減碼 |
| Summit X, LLC | 6,676 | $30.4 萬 | 0.08% | −124−1.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,707 | $30.4 萬 | 0.02% | +6,707 | 新進 |
| Arete Wealth Advisors, LLC | 9,546 | $30.3 萬 | 0.04% | −3,875−28.9% | 減碼 |
| Strategic Advisors LLC | 6,700 | $30.3 萬 | 0.08% | −1,000−13.0% | 減碼 |
| Hayek Kallen Investment Management | 6,688 | $30.3 萬 | 0.13% | 00.0% | 不變 |
| Calton & Associates, Inc. | 6,655 | $30.2 萬 | 0.06% | −1,728−20.6% | 減碼 |
| Moloney Securities Asset Management, LLC | 6,658 | $30.2 萬 | 0.05% | −905−12.0% | 減碼 |
| Pinnacle Bancorp, Inc. | 6,673 | $30.2 萬 | 0.14% | −223−3.2% | 減碼 |
| Levin Capital Strategies, L.P. | 6,677 | $30.2 萬 | 0.03% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 6,658 | $30.2 萬 | 0.05% | +1,148+20.8% | 加碼 |
| Stockman Wealth Management, Inc. | 6,637 | $30.1 萬 | 0.07% | −650−8.9% | 減碼 |
| Sky Investment Group LLC | 6,641 | $30.1 萬 | 0.07% | −100−1.5% | 減碼 |
| Family Firm, Inc. | 6,612 | $29.9 萬 | 0.08% | −177−2.6% | 減碼 |
| Security Asset Management | 6,600 | $29.9 萬 | 0.12% | 00.0% | 不變 |
| Wealth Advisory Solutions, LLC | 6,514 | $29.5 萬 | 0.07% | −51,242−88.7% | 減碼 |
| Tempus Wealth Planning, LLC | 6,523 | $29.5 萬 | 0.20% | 00.0% | 不變 |
| Independence Bank of Kentucky | 6,475 | $29.3 萬 | 0.13% | −1,400−17.8% | 減碼 |
| Van Cleef Asset Management,Inc | 6,473 | $29.3 萬 | 0.04% | 00.0% | 不變 |
| CKW Financial Group | 6,444 | $29.3 萬 | 0.05% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 6,435 | $29.1 萬 | 0.08% | +2,288+55.2% | 加碼 |
| Brave Asset Management Inc | 6,401 | $29.0 萬 | 0.09% | −1,386−17.8% | 減碼 |
| Aptus Capital Advisors, LLC | 6,380 | $28.9 萬 | 0.01% | +72+1.1% | 加碼 |
| CVA Family Office, LLC | 6,392 | $28.9 萬 | 0.08% | +1,275+24.9% | 加碼 |
| Pacific Global Investment Management CO | 6,349 | $28.8 萬 | 0.06% | −986−13.4% | 減碼 |
| Kesler, Norman & Wride, LLC | 6,247 | $28.7 萬 | 0.07% | −2,307−27.0% | 減碼 |
| Valmark Advisers, Inc. | 6,347 | $28.7 萬 | 0.01% | −71−1.1% | 減碼 |
| Ten Capital Wealth Advisors, LLC | 6,334 | $28.7 萬 | 0.07% | 00.0% | 不變 |
| Telemus Capital, LLC | 6,305 | $28.6 萬 | 0.02% | −5,298−45.7% | 減碼 |
| Patten & Patten Inc | 6,282 | $28.5 萬 | 0.02% | −1,411−18.3% | 減碼 |
| Dividend Assets Capital, LLC | 6,260 | $28.4 萬 | 0.06% | 00.0% | 不變 |
| Sandy Spring Bank | 6,259 | $28.3 萬 | 0.01% | −131−2.1% | 減碼 |
| Altavista Wealth Management, Inc. | 6,218 | $28.2 萬 | 0.06% | −500−7.4% | 減碼 |
| Clarkston Capital Partners, LLC | 6,220 | $28.2 萬 | 0.01% | −290−4.5% | 減碼 |
| Traynor Capital Management, Inc. | 6,264 | $28.2 萬 | 0.04% | +1,032+19.7% | 加碼 |
| BNC Wealth Management, LLC | 6,210 | $28.1 萬 | 0.17% | 00.0% | 不變 |
| Rock Creek Group, LP | 6,212 | $28.1 萬 | 0.04% | +875+16.4% | 加碼 |
| Papp L Roy & Associates | 6,198 | $28.1 萬 | 0.04% | +6,198 | 新進 |
| Campion Asset Management LLC | 6,180 | $28.0 萬 | 0.23% | 00.0% | 不變 |
| Amarillo National Bank | 6,179 | $28.0 萬 | 0.08% | +6,179 | 新進 |
| Glen Eagle Advisors, LLC | 6,171 | $27.9 萬 | 0.09% | +2,651+75.3% | 加碼 |
| Banco Santander, S.A. | 6,140 | $27.8 萬 | 0.00% | −29,628−82.8% | 減碼 |
| Ambassador Advisors, LLC | 6,147 | $27.8 萬 | 0.06% | +80+1.3% | 加碼 |
| Phoenix Wealth Advisors | 6,362 | $27.7 萬 | 0.20% | 00.0% | 不變 |
| Cypress Capital Group | 6,097 | $27.6 萬 | 0.04% | −84−1.4% | 減碼 |
| Vaughan David Investments LLC | 6,066 | $27.5 萬 | 0.01% | −2,630−30.2% | 減碼 |
| Old Dominion Capital Management Inc | 6,080 | $27.5 萬 | 0.06% | 00.0% | 不變 |
| Berger Financial Group, Inc | 6,069 | $27.5 萬 | 0.05% | +11+0.2% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 6,069 | $27.5 萬 | 0.18% | +6,069 | 新進 |
| Destination Wealth Management | 6,040 | $27.4 萬 | 0.01% | +6,040 | 新進 |
| Welch Group, LLC | 6,033 | $27.3 萬 | 0.02% | +200+3.4% | 加碼 |
| Park National Corp | 6,004 | $27.2 萬 | 0.01% | −104−1.7% | 減碼 |
| Weaver Consulting Group | 5,956 | $27.0 萬 | 0.15% | −1,403−19.1% | 減碼 |
| Ullmann Financial Group, Inc. | 5,934 | $26.9 萬 | 0.11% | 00.0% | 不變 |
| Detalus Advisors, LLC | 5,950 | $26.9 萬 | 0.14% | 00.0% | 不變 |
| Ibex Investors LLC | 5,916 | $26.8 萬 | 0.16% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 5,912 | $26.8 萬 | 0.01% | +300+5.3% | 加碼 |
| Security National Bank of Sioux City Iowa | 5,891 | $26.7 萬 | 0.21% | −1,799−23.4% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,901 | $26.7 萬 | 0.07% | +289+5.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 5,812 | $26.3 萬 | 0.02% | +149+2.6% | 加碼 |
| Hobart Private Capital, LLC | 5,803 | $26.3 萬 | 0.11% | −29−0.5% | 減碼 |
| Mosaic Family Wealth, LLC | 5,789 | $26.2 萬 | 0.08% | −544−8.6% | 減碼 |
| Redwood Investment Management, LLC | 5,785 | $26.2 萬 | 0.04% | +5,785 | 新進 |
| Charter Trust Co | 5,735 | $26.0 萬 | 0.02% | −91−1.6% | 減碼 |
| Pensionmark Financial Group, LLC | 5,778 | $25.9 萬 | 0.06% | −1,586−21.5% | 減碼 |
| First Heartland Consultants, Inc. | 5,727 | $25.9 萬 | 0.04% | +189+3.4% | 加碼 |
| Northeast Financial Consultants Inc | 5,701 | $25.8 萬 | 0.02% | 00.0% | 不變 |
| CFO4Life Group, LLC | 5,689 | $25.8 萬 | 0.06% | +420+8.0% | 加碼 |
| Willis Johnson & Associates, Inc. | 5,656 | $25.6 萬 | 0.04% | 00.0% | 不變 |