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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 239,188 | $1,083 萬 | 0.84% | −21,209−8.1% | 減碼 |
| D.A. Davidson & Co. | 237,831 | $1,077 萬 | 0.13% | +12,579+5.6% | 加碼 |
| Jarislowsky, Fraser Ltd | 235,413 | $1,066 萬 | 0.05% | −32,342−12.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 235,185 | $1,065 萬 | 0.02% | −432,801−64.8% | 減碼 |
| Illinois Municipal Retirement Fund | 234,914 | $1,064 萬 | 0.43% | +14,002+6.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 234,246 | $1,061 萬 | 0.07% | +6,657+2.9% | 加碼 |
| Griffin Asset Management, Inc. | 233,709 | $1,059 萬 | 1.28% | +33,206+16.6% | 加碼 |
| Mariner, LLC | 233,290 | $1,057 萬 | 0.07% | +19,360+9.0% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 230,768 | $1,045 萬 | 1.80% | +230,768 | 新進 |
| Hillman Capital Management, Inc. | 230,258 | $1,043 萬 | 3.97% | −337−0.1% | 減碼 |
| Shell Asset Management Co | 229,505 | $1,039 萬 | 0.20% | −144,674−38.7% | 減碼 |
| Xponance, Inc. | 228,519 | $1,035 萬 | 0.19% | +51,546+29.1% | 加碼 |
| Callodine Capital Management, LP | 225,000 | $1,019 萬 | 3.84% | 00.0% | 不變 |
| Islet Management, LP | 225,000 | $1,019 萬 | 0.54% | +225,000 | 新進 |
| MSD Partners, L.P. | 224,647 | $1,017 萬 | 0.33% | −898,580−80.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 224,456 | $1,017 萬 | 0.02% | +8,929+4.1% | 加碼 |
| Picton Mahoney Asset Management | 224,100 | $1,015 萬 | 0.37% | −140,155−38.5% | 減碼 |
| Wealthsource Partners, LLC | 220,485 | $998.6 萬 | 0.89% | +6,015+2.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 216,321 | $979.7 萬 | 0.07% | +102,218+89.6% | 加碼 |
| Geneos Wealth Management Inc. | 216,271 | $974.7 萬 | 0.38% | −35,273−14.0% | 減碼 |
| GFS Advisors, LLC | 214,950 | $973.5 萬 | 2.19% | −28,420−11.7% | 減碼 |
| Adams Asset Advisors, LLC | 214,694 | $972.3 萬 | 1.90% | −24,336−10.2% | 減碼 |
| Mercer Global Advisors Inc | 214,338 | $970.7 萬 | 0.07% | +6,775+3.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 212,829 | $963.9 萬 | 1.18% | −2,086−1.0% | 減碼 |
| Fidelity National Financial, Inc. | 210,000 | $951.1 萬 | 0.69% | 00.0% | 不變 |
| Sonic Fund II, L.P. | 208,574 | $944.6 萬 | 4.31% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 206,732 | $936.3 萬 | 0.06% | −17,808−7.9% | 減碼 |
| AE Wealth Management LLC | 204,793 | $927.5 萬 | 0.08% | −8,953−4.2% | 減碼 |
| Eagle Global Advisors LLC | 203,962 | $923.7 萬 | 0.60% | +6,606+3.3% | 加碼 |
| Vontobel Holding Ltd. | 205,859 | $922.0 萬 | 0.08% | +16,647+8.8% | 加碼 |
| Storebrand Asset Management AS | 200,903 | $909.9 萬 | 0.04% | +1,041+0.5% | 加碼 |
| Clayton Partners LLC | 200,447 | $907.8 萬 | 7.75% | +2,716+1.4% | 加碼 |
| Lincluden Management Ltd | 200,262 | $907.0 萬 | 0.87% | −20,252−9.2% | 減碼 |
| Harspring Capital Management, LLC | 200,000 | $905.8 萬 | 1.35% | −240,000−54.5% | 減碼 |
| Price Michael F | 200,000 | $905.8 萬 | 1.00% | 00.0% | 不變 |
| Commerce Bank | 197,784 | $895.7 萬 | 0.06% | −8,850−4.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 196,955 | $890.9 萬 | 0.16% | +43,914+28.7% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 195,450 | $885.2 萬 | 0.11% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 192,689 | $872.7 萬 | 0.09% | −279,612−59.2% | 減碼 |
| CSM Advisors, LLC | 192,232 | $870.9 萬 | 0.58% | −350−0.2% | 減碼 |
| Myriad Asset Management Ltd. | 191,650 | $868.0 萬 | 0.66% | +36,900+23.8% | 加碼 |
| River & Mercantile Asset Management LLP | 190,938 | $864.6 萬 | 0.56% | −7,850−3.9% | 減碼 |
| World Asset Management Inc | 189,187 | $856.8 萬 | 0.78% | −9,315−4.7% | 減碼 |
| Gladius Capital Management LP | 188,077 | $851.9 萬 | 3.09% | +188,077 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 187,714 | $850.2 萬 | 0.15% | +300+0.2% | 加碼 |
| Interval Partners, LP | 185,901 | $841.9 萬 | 0.51% | −107,158−36.6% | 減碼 |
| Kestra Advisory Services, LLC | 185,180 | $838.7 萬 | 0.10% | −3,973−2.1% | 減碼 |
| Sicart Associates LLC | 185,137 | $838.5 萬 | 2.00% | −5,850−3.1% | 減碼 |
| ProVise Management Group, LLC | 183,745 | $832.2 萬 | 0.85% | +32,269+21.3% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 183,121 | $829.4 萬 | 0.49% | +16,400+9.8% | 加碼 |
| RNC Capital Management LLC | 182,049 | $824.5 萬 | 0.44% | +6,382+3.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 180,787 | $818.8 萬 | 0.19% | +3,455+1.9% | 加碼 |
| Vestcor Inc | 179,191 | $811.6 萬 | 0.27% | +102,224+132.8% | 加碼 |
| TT International Asset Management LTD | 179,161 | $811.4 萬 | 0.37% | +19,398+12.1% | 加碼 |
| Guyasuta Investment Advisors Inc | 178,846 | $810.0 萬 | 0.58% | +1,179+0.7% | 加碼 |
| Cetera Investment Advisers | 177,667 | $804.7 萬 | 0.13% | +14,332+8.8% | 加碼 |
| Advisors Management Group Inc | 175,913 | $796.7 萬 | 2.38% | +21,460+13.9% | 加碼 |
| Ally Financial Inc. | 175,000 | $792.6 萬 | 0.79% | −380,000−68.5% | 減碼 |
| Elgethun Capital Management | 170,289 | $771.2 萬 | 2.65% | +2,498+1.5% | 加碼 |
| Crestline Management, LP | 170,000 | $769.9 萬 | 0.67% | +170,000 | 新進 |
| Toscafund Asset Management LLP | 169,898 | $769.5 萬 | 8.90% | −10,425−5.8% | 減碼 |
| Freestone Capital Holdings, LLC | 169,818 | $769.1 萬 | 0.39% | +98,418+137.8% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 169,542 | $767.9 萬 | 4.49% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 169,054 | $765.6 萬 | 0.04% | +24,000+16.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 168,921 | $765.1 萬 | 0.20% | −289,589−63.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 166,124 | $752.5 萬 | 0.72% | −11,433−6.4% | 減碼 |
| Parkwood LLC | 166,110 | $752.3 萬 | 1.32% | −55,470−25.0% | 減碼 |
| Tufton Capital Management | 165,128 | $747.8 萬 | 1.23% | −1,766−1.1% | 減碼 |
| Gofen & Glossberg LLC | 164,947 | $747.0 萬 | 0.18% | −9,038−5.2% | 減碼 |
| Allied Investment Advisors, LLC | 164,426 | $744.7 萬 | 2.80% | +6,759+4.3% | 加碼 |
| Boothe Investment Group, Inc. | 162,867 | $739.6 萬 | 3.88% | +6,885+4.4% | 加碼 |
| Ategra Capital Management, LLC | 162,225 | $734.7 萬 | 3.75% | +61,791+61.5% | 加碼 |
| Highland Capital Management, LLC | 161,340 | $730.7 萬 | 0.44% | −3,799−2.3% | 減碼 |
| Poehling Capital Management, LLC | 161,178 | $730.0 萬 | 2.33% | −979−0.6% | 減碼 |
| Cutler Group LP | 155,723 | $705.2 萬 | 0.52% | +143,285+1,152.0% | 加碼 |
| Maltese Capital Management LLC | 155,065 | $702.3 萬 | 1.12% | −225,000−59.2% | 減碼 |
| Grassi Investment Management | 154,801 | $701.1 萬 | 0.76% | +10.0% | 加碼 |
| New England Asset Management Inc | 154,547 | $699.9 萬 | 0.13% | +2,200+1.4% | 加碼 |
| Raymond James Trust N.A. | 153,895 | $697.0 萬 | 0.23% | −10,936−6.6% | 減碼 |
| WS Management LLLP | 153,573 | $695.5 萬 | 0.79% | −50,000−24.6% | 減碼 |
| Tocqueville Asset Management L.P. | 153,455 | $695.0 萬 | 0.10% | −10,050−6.1% | 減碼 |
| Continental Advisors LLC | 152,118 | $688.9 萬 | 4.88% | +20,000+15.1% | 加碼 |
| Granite Investment Advisors, LLC | 150,970 | $683.7 萬 | 1.07% | +2,800+1.9% | 加碼 |
| Nixon Capital, LLC | 94,532 | $683.4 萬 | 3.00% | −252,341−72.7% | 減碼 |
| Hudson Bay Capital Management LP | 150,000 | $679.4 萬 | 0.09% | −100,000−40.0% | 減碼 |
| Cetera Advisor Networks LLC | 149,849 | $678.7 萬 | 0.10% | +58,707+64.4% | 加碼 |
| Montag A & Associates Inc | 148,326 | $671.8 萬 | 0.36% | −19,590−11.7% | 減碼 |
| Baker Tilly Wealth Management, LLC | 147,185 | $666.6 萬 | 1.08% | +63,473+75.8% | 加碼 |
| Red Cedar Capital, LLC | 145,129 | $657.3 萬 | 4.13% | −1,111−0.8% | 減碼 |
| Bard Financial Services, Inc. | 144,660 | $655.2 萬 | 0.58% | −705−0.5% | 減碼 |
| Jupiter Asset Management Ltd | 144,642 | $654.9 萬 | 0.07% | −952,559−86.8% | 減碼 |
| Richard Bernstein Advisors LLC | 144,439 | $654.1 萬 | 0.14% | +144,439 | 新進 |
| Monte Financial Group, LLC | 144,343 | $653.7 萬 | 3.73% | +12,061+9.1% | 加碼 |
| MML Investors Services, LLC | 142,708 | $646.3 萬 | 0.05% | −51,607−26.6% | 減碼 |
| AMG National Trust Bank | 142,616 | $645.9 萬 | 0.21% | +108+0.1% | 加碼 |
| Achmea Investment Management B.V. | 142,523 | $645.5 萬 | 0.22% | +117,404+467.4% | 加碼 |
| Chartwell Investment Partners, LLC | 142,399 | $644.9 萬 | 0.19% | −10,654−7.0% | 減碼 |
| Checchi Capital Advisers, LLC | 141,632 | $641.5 萬 | 0.79% | +777+0.6% | 加碼 |
| Dowling & Yahnke LLC | 141,158 | $639.3 萬 | 0.37% | +3,467+2.5% | 加碼 |
| Fragasso Group Inc. | 140,533 | $636.5 萬 | 0.85% | +6,239+4.6% | 加碼 |