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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 5,636 | $25.5 萬 | 0.02% | −267−4.5% | 減碼 |
| Norway Savings Bank | 5,639 | $25.5 萬 | 0.12% | 00.0% | 不變 |
| MTM Investment Management, LLC | 5,609 | $25.4 萬 | 0.13% | −27−0.5% | 減碼 |
| Machina Capital S.A.S. | 5,600 | $25.4 萬 | 0.43% | +5,600 | 新進 |
| Sutton Wealth Advisors Inc. | 5,581 | $25.3 萬 | 0.09% | +32+0.6% | 加碼 |
| Berman Capital Advisors, LLC | 5,571 | $25.2 萬 | 0.04% | +2,425+77.1% | 加碼 |
| All Terrain Financial Advisors, LLC | 5,550 | $25.1 萬 | 0.12% | 00.0% | 不變 |
| Wintrust Investments LLC | 5,545 | $25.1 萬 | 0.03% | +5,545 | 新進 |
| HC Financial Advisors Inc | 5,516 | $25.0 萬 | 0.15% | −1,378−20.0% | 減碼 |
| Comerica Securities,inc. | 5,502 | $24.9 萬 | 0.02% | −924−14.4% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 5,500 | $24.9 萬 | 0.02% | 00.0% | 不變 |
| Spirit of America Management Corp | 5,500 | $24.9 萬 | 0.05% | +5,500 | 新進 |
| Baker Boyer National Bank | 6,354 | $24.9 萬 | 0.13% | +6,354 | 新進 |
| Zions Bancorporation, N.A. | 5,482 | $24.8 萬 | 0.02% | −1,087−16.5% | 減碼 |
| Green Harvest Asset Management LLC | 5,459 | $24.7 萬 | 0.05% | +56+1.0% | 加碼 |
| Texas Yale Capital Corp. | 5,434 | $24.6 萬 | 0.01% | −1,000−15.5% | 減碼 |
| Johanson Financial Advisors, Inc. | 5,467 | $24.6 萬 | 0.08% | −59−1.1% | 減碼 |
| Atlas Brown,Inc. | 5,437 | $24.6 萬 | 0.11% | 00.0% | 不變 |
| REDW Wealth LLC | 5,421 | $24.6 萬 | 0.08% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 5,430 | $24.6 萬 | 0.02% | +4,000+279.7% | 加碼 |
| Keebeck Wealth Management, LLC | 5,419 | $24.5 萬 | 0.04% | 00.0% | 不變 |
| Boston Family Office LLC | 5,417 | $24.5 萬 | 0.02% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 5,417 | $24.5 萬 | 0.18% | +1,680+45.0% | 加碼 |
| Pecaut & Co. | 5,400 | $24.5 萬 | 0.16% | +5,400 | 新進 |
| Curated Wealth Partners LLC | 5,407 | $24.5 萬 | 0.13% | +5,407 | 新進 |
| Samalin Investment Counsel, LLC | 5,371 | $24.3 萬 | 0.16% | −2,102−28.1% | 減碼 |
| Summit Global Investments | 5,366 | $24.3 萬 | 0.01% | −100−1.8% | 減碼 |
| Cahill Financial Advisors Inc | 5,372 | $24.3 萬 | 0.05% | +5,372 | 新進 |
| Valtinson Bruner Financial Planning LLC | 5,367 | $24.2 萬 | 0.14% | +4+0.1% | 加碼 |
| Bank of Nova Scotia Trust Co | 5,343 | $24.2 萬 | 0.02% | −140−2.6% | 減碼 |
| Hardy Reed LLC | 5,324 | $24.1 萬 | 0.04% | −1,337−20.1% | 減碼 |
| Capital CS Group, LLC | 5,322 | $24.1 萬 | 0.20% | +5,322 | 新進 |
| Constitution Capital LLC | 5,300 | $24.0 萬 | 0.15% | 00.0% | 不變 |
| Matrix Private Capital Group LLC | 5,266 | $23.8 萬 | 0.13% | −210−3.8% | 減碼 |
| Polar Asset Management Partners Inc. | 5,260 | $23.8 萬 | 0.00% | +5,260 | 新進 |
| Gratus Capital LLC | 5,243 | $23.7 萬 | 0.03% | −799−13.2% | 減碼 |
| Monument Capital Management | 5,224 | $23.7 萬 | 0.08% | +5,224 | 新進 |
| Coastline Trust Co | 5,221 | $23.6 萬 | 0.03% | 00.0% | 不變 |
| Glenview State Bank Trust Dept. | 5,210 | $23.6 萬 | 0.07% | 00.0% | 不變 |
| Madison Asset Management, LLC | 5,218 | $23.6 萬 | 0.00% | +5,218 | 新進 |
| Northern Oak Wealth Management Inc | 5,199 | $23.5 萬 | 0.03% | −1,065−17.0% | 減碼 |
| Bryn Mawr Trust Co | 5,196 | $23.5 萬 | 0.01% | −875−14.4% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 5,190 | $23.5 萬 | 0.03% | −700−11.9% | 減碼 |
| Sustainable Insight Capital Management, LLC | 5,157 | $23.4 萬 | 0.14% | −1,043−16.8% | 減碼 |
| Asset Management Corp | 5,172 | $23.4 萬 | 0.15% | −402−7.2% | 減碼 |
| Nations Financial Group Inc, | 5,169 | $23.4 萬 | 0.04% | +5,169 | 新進 |
| Newman Dignan & Sheerar, Inc. | 5,140 | $23.3 萬 | 0.08% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 5,125 | $23.2 萬 | 0.02% | +5,125 | 新進 |
| Aspireon Wealth Advisors | 5,114 | $23.2 萬 | 0.15% | +5,114 | 新進 |
| Evolution Wealth Advisors, LLC | 5,108 | $23.1 萬 | 0.05% | +4,800+1,558.4% | 加碼 |
| Buckhead Capital Management LLC | 5,099 | $23.1 萬 | 0.05% | +5,099 | 新進 |
| Burt Wealth Advisors | 5,070 | $23.0 萬 | 0.08% | +5,070 | 新進 |
| Acropolis Investment Management, LLC | 5,065 | $22.9 萬 | 0.02% | −859−14.5% | 減碼 |
| Dark Forest Capital Management LP | 5,053 | $22.9 萬 | 0.10% | +5,053 | 新進 |
| FinTrust Capital Advisors, LLC | 5,026 | $22.8 萬 | 0.06% | +899+21.8% | 加碼 |
| Cito Capital Group, LLC | 5,000 | $22.6 萬 | 0.10% | 00.0% | 不變 |
| Puzo Michael J | 5,000 | $22.6 萬 | 0.07% | +5,000 | 新進 |
| Hourglass Capital, LLC | 5,000 | $22.6 萬 | 0.05% | +5,000 | 新進 |
| Oxbow Advisors, LLC | 4,978 | $22.5 萬 | 0.02% | +4,978 | 新進 |
| Flossbach Von Storch AG | 4,970 | $22.5 萬 | 0.00% | +4,970 | 新進 |
| Wolff Wiese Magana LLC | 4,914 | $22.3 萬 | 0.16% | +714+17.0% | 加碼 |
| Fagan Associates, Inc. | 8,541 | $22.3 萬 | 0.05% | +8,541 | 新進 |
| Chesapeake Wealth Management | 4,928 | $22.3 萬 | 0.07% | +4,928 | 新進 |
| Old Mission Investment Co LLC | 4,905 | $22.2 萬 | 0.09% | −1,213−19.8% | 減碼 |
| Tranquilli Financial Advisor LLC | 4,892 | $22.2 萬 | 0.17% | +4,892 | 新進 |
| Hantz Financial Services, Inc. | 4,883 | $22.1 萬 | 0.01% | −110,480−95.8% | 減碼 |
| Equitable Trust Co | 4,868 | $22.1 萬 | 0.01% | −500−9.3% | 減碼 |
| Waters Parkerson & Co., LLC | 4,883 | $22.1 萬 | 0.01% | +4,883 | 新進 |
| WESPAC Advisors, LLC | 4,879 | $22.1 萬 | 0.42% | +4,879 | 新進 |
| Lyell Wealth Management, LP | 4,891 | $22.1 萬 | 0.03% | +4,891 | 新進 |
| 55I, LLC | 4,879 | $22.1 萬 | 0.01% | +4,879 | 新進 |
| Means Investment Co., Inc. | 4,837 | $21.9 萬 | 0.04% | +4,837 | 新進 |
| Prime Capital Investment Advisors, LLC | 4,844 | $21.9 萬 | 0.01% | +4,844 | 新進 |
| United Bank | 4,819 | $21.8 萬 | 0.03% | −1,400−22.5% | 減碼 |
| Golden State Wealth Management, LLC | 4,820 | $21.8 萬 | 0.05% | +4,820 | 新進 |
| West Oak Capital, LLC | 4,800 | $21.7 萬 | 0.09% | 00.0% | 不變 |
| Private Capital Management LLC | 4,779 | $21.6 萬 | 0.10% | +4,779 | 新進 |
| Smith, Salley & Associates | 4,756 | $21.5 萬 | 0.02% | +4,756 | 新進 |
| Financial Advisory Group | 4,742 | $21.5 萬 | 0.05% | +4,742 | 新進 |
| Biltmore Capital Advisors LLC | 4,749 | $21.5 萬 | 0.04% | +4,749 | 新進 |
| Advisor Resource Council | 4,717 | $21.4 萬 | 0.02% | +4,717 | 新進 |
| Premier Asset Management LLC | 4,702 | $21.3 萬 | 0.03% | +4,702 | 新進 |
| Copperwynd Financial, LLC | 4,699 | $21.3 萬 | 0.09% | +4,699 | 新進 |
| Formidable Asset Management, LLC | 4,660 | $21.2 萬 | 0.05% | −6,465−58.1% | 減碼 |
| Plimoth Trust Co LLC | 4,680 | $21.2 萬 | 0.06% | −1,261−21.2% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 4,655 | $21.1 萬 | 0.14% | −3,085−39.9% | 減碼 |
| Select Asset Management & Trust | 4,661 | $21.1 萬 | 0.12% | −750−13.9% | 減碼 |
| Hoese & Co LLP | 4,662 | $21.1 萬 | 0.24% | +450+10.7% | 加碼 |
| Wealthquest Corp | 4,678 | $21.1 萬 | 0.04% | +4,678 | 新進 |
| Whalerock Point Partners, LLC | 4,640 | $21.0 萬 | 0.08% | +4,640 | 新進 |
| Community Trust & Investment Co | 4,619 | $20.9 萬 | 0.02% | +4,619 | 新進 |
| Catalyst Capital Advisors LLC | 4,615 | $20.9 萬 | 0.01% | +4,615 | 新進 |
| Northstar Group, Inc. | 4,599 | $20.9 萬 | 0.05% | +4,599 | 新進 |
| Bordeaux Wealth Advisors LLC | 4,625 | $20.9 萬 | 0.12% | +4,625 | 新進 |
| Certified Advisory Corp | 4,586 | $20.8 萬 | 0.05% | −1,719−27.3% | 減碼 |
| Ellenbecker Investment Group | 4,603 | $20.8 萬 | 0.07% | +4,603 | 新進 |
| Integrated Investment Consultants, LLC | 4,573 | $20.7 萬 | 0.06% | +4,573 | 新進 |
| Rockbridge Investment Management, LCC | 4,549 | $20.6 萬 | 0.03% | −692−13.2% | 減碼 |
| Hall Laurie J Trustee | 4,547 | $20.6 萬 | 0.08% | −42−0.9% | 減碼 |
| Verus Financial Partners, Inc. | 4,589 | $20.6 萬 | 0.03% | +4,589 | 新進 |