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 |
|---|---|---|---|---|---|
| Farmers Trust Co | 140,249 | $635.2 萬 | 1.41% | −9,862−6.6% | 減碼 |
| Blume Capital Management, Inc. | 140,232 | $635.1 萬 | 2.32% | −3,186−2.2% | 減碼 |
| Estabrook Capital Management | 140,130 | $634.6 萬 | 0.96% | −3,518−2.4% | 減碼 |
| Massachusetts Financial Services Co | 137,597 | $623.2 萬 | 0.00% | +26,465+23.8% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 136,000 | $615.9 萬 | 0.08% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 135,178 | $612.1 萬 | 0.22% | +298+0.2% | 加碼 |
| Brewin Dolphin Ltd | 135,025 | $611.5 萬 | 0.28% | +7,742+6.1% | 加碼 |
| Whittier Trust Co | 133,323 | $603.9 萬 | 0.11% | +436+0.3% | 加碼 |
| Gibraltar Capital Management, Inc. | 142,407 | $602.7 萬 | 3.01% | +4,144+3.0% | 加碼 |
| Harbour Investments, Inc. | 131,037 | $593.5 萬 | 0.19% | +255+0.2% | 加碼 |
| Dana Investment Advisors, Inc. | 130,176 | $589.6 萬 | 0.26% | +5,700+4.6% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 130,000 | $588.8 萬 | 3.70% | +130,000 | 新進 |
| Cigna Investments Inc | 129,207 | $585.2 萬 | 0.42% | −17,179−11.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 128,981 | $584.2 萬 | 0.13% | −33,891−20.8% | 減碼 |
| Pinnacle Associates Ltd | 128,511 | $582.0 萬 | 0.11% | −16,738−11.5% | 減碼 |
| TD Private Client Wealth LLC | 128,006 | $579.7 萬 | 0.25% | +72,381+130.1% | 加碼 |
| Beacon Financial Group | 129,076 | $578.8 萬 | 0.83% | +12,353+10.6% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 126,889 | $574.7 萬 | 2.17% | +21,847+20.8% | 加碼 |
| Cerity Partners LLC | 126,403 | $572.5 萬 | 0.13% | +7,605+6.4% | 加碼 |
| Thompson Investment Management, Inc. | 126,130 | $571.2 萬 | 0.83% | −3,395−2.6% | 減碼 |
| Norinchukin Bank, The | 125,955 | $570.5 萬 | 0.08% | −1,662−1.3% | 減碼 |
| Centiva Capital, LP | 125,776 | $569.6 萬 | 0.45% | −153,750−55.0% | 減碼 |
| Soapstone Management L.P. | 125,000 | $566.1 萬 | 2.27% | −25,000−16.7% | 減碼 |
| Meeder Asset Management Inc | 123,855 | $560.9 萬 | 0.26% | +20,391+19.7% | 加碼 |
| Ziegler Capital Management, LLC | 123,600 | $559.8 萬 | 0.19% | −18,000−12.7% | 減碼 |
| Greenwood Gearhart Inc | 123,559 | $559.6 萬 | 0.90% | +1,206+1.0% | 加碼 |
| Blueshift Asset Management, LLC | 123,166 | $557.8 萬 | 0.31% | −34,961−22.1% | 減碼 |
| Uncommon Cents Investing LLC | 122,924 | $556.7 萬 | 2.23% | −765−0.6% | 減碼 |
| Institutional & Family Asset Management, LLC | 122,531 | $554.9 萬 | 0.92% | −6,128−4.8% | 減碼 |
| Covington Capital Management | 122,404 | $554.4 萬 | 0.22% | −172−0.1% | 減碼 |
| tru Independence LLC | 122,417 | $554.4 萬 | 1.63% | +345+0.3% | 加碼 |
| Walleye Trading LLC | 122,415 | $554.4 萬 | 0.15% | +56,887+86.8% | 加碼 |
| EP Wealth Advisors, LLC | 122,257 | $553.7 萬 | 0.15% | +25,212+26.0% | 加碼 |
| Wolverine Trading, LLC | 123,242 | $552.0 萬 | 0.15% | −447,323−78.4% | 減碼 |
| Baxter Bros Inc | 121,862 | $551.9 萬 | 0.87% | −2,174−1.8% | 減碼 |
| Pekin Hardy Strauss, Inc. | 121,581 | $550.6 萬 | 0.77% | −22,760−15.8% | 減碼 |
| First National Bank of Omaha | 139,882 | $546.6 萬 | 0.29% | 00.0% | 不變 |
| Dorchester Wealth Management Co | 120,573 | $546.1 萬 | 1.25% | −3,034−2.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 120,343 | $545.0 萬 | 0.11% | −5,688−4.5% | 減碼 |
| Buckingham Strategic Wealth, LLC | 119,428 | $540.9 萬 | 0.13% | −7,252−5.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 119,130 | $539.5 萬 | 1.10% | +2,460+2.1% | 加碼 |
| Chesley Taft & Associates LLC | 117,910 | $534.0 萬 | 0.31% | +5,465+4.9% | 加碼 |
| IBM Retirement Fund | 116,597 | $528.1 萬 | 0.41% | −12,496−9.7% | 減碼 |
| Tiaa, FSB | 116,486 | $527.5 萬 | 0.02% | −4,221−3.5% | 減碼 |
| Fayez Sarofim & Co | 115,979 | $525.3 萬 | 0.02% | 00.0% | 不變 |
| Meritage Portfolio Management | 114,991 | $520.8 萬 | 0.31% | +114,991 | 新進 |
| Exchange Traded Concepts, LLC | 112,989 | $511.7 萬 | 0.16% | +110,183+3,926.7% | 加碼 |
| Barr E S & Co | 112,519 | $509.6 萬 | 0.37% | −3,810−3.3% | 減碼 |
| Stableford Capital II LLC | 112,171 | $508.0 萬 | 2.43% | +3,004+2.8% | 加碼 |
| Winslow Asset Management Inc | 111,993 | $507.2 萬 | 0.95% | +2,224+2.0% | 加碼 |
| YHB Investment Advisors, Inc. | 111,077 | $503.1 萬 | 0.43% | −25,458−18.6% | 減碼 |
| Pioneer Trust Bank N A | 110,923 | $502.4 萬 | 1.43% | −18,248−14.1% | 減碼 |
| Hitchwood Capital Management LP | 110,000 | $498.2 萬 | 0.17% | +110,000 | 新進 |
| Semmax Financial Advisors Inc. | 109,885 | $497.7 萬 | 1.59% | +5,228+5.0% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 107,633 | $487.5 萬 | 0.56% | +158+0.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 107,585 | $487.3 萬 | 0.52% | −7,026−6.1% | 減碼 |
| Stamos Capital Partners, L.P. | 107,500 | $486.9 萬 | 2.57% | −26,000−19.5% | 減碼 |
| Jupiter Wealth Management LLC | 99,542 | $485.4 萬 | 2.32% | +7,415+8.0% | 加碼 |
| Sowell Financial Services LLC | 107,129 | $485.2 萬 | 0.32% | −87,462−44.9% | 減碼 |
| Redpoint Investment Management Pty Ltd | 106,766 | $483.5 萬 | 0.39% | +7,433+7.5% | 加碼 |
| Hoertkorn Richard Charles | 106,586 | $482.7 萬 | 2.16% | −66−0.1% | 減碼 |
| Advisory Services Network, LLC | 106,548 | $482.5 萬 | 0.15% | +24,819+30.4% | 加碼 |
| Goelzer Investment Management, Inc. | 105,513 | $477.9 萬 | 0.40% | −5,081−4.6% | 減碼 |
| Kessler Investment Group, LLC | 105,323 | $477.1 萬 | 3.79% | +105,323 | 新進 |
| United Fire Group Inc | 105,086 | $475.9 萬 | 2.42% | −100,000−48.8% | 減碼 |
| HBK Investments L P | 104,587 | $473.7 萬 | 0.05% | +75,979+265.6% | 加碼 |
| Peapack Gladstone Financial Corp | 104,572 | $473.6 萬 | 0.11% | +4,165+4.1% | 加碼 |
| Leonteq Securities AG | 102,634 | $464.8 萬 | 0.35% | −628,642−86.0% | 減碼 |
| Wesleyan Assurance Society | 102,500 | $464.1 萬 | 0.58% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 102,090 | $462.4 萬 | 0.87% | +93,512+1,090.1% | 加碼 |
| ARGA Investment Management, LP | 101,778 | $461.0 萬 | 0.36% | −29,247−22.3% | 減碼 |
| Guardian Capital Advisors LP | 101,613 | $458.0 萬 | 0.47% | +1,091+1.1% | 加碼 |
| Mendon Capital Advisors Corp | 100,000 | $452.9 萬 | 1.63% | −100,000−50.0% | 減碼 |
| RBF Capital, LLC | 100,000 | $452.9 萬 | 0.25% | −252−0.3% | 減碼 |
| Bizma Investimentos Ltda | 100,000 | $452.9 萬 | 2.36% | 00.0% | 不變 |
| Brookmont Capital Management | 99,095 | $448.8 萬 | 2.71% | −559−0.6% | 減碼 |
| Fiduciary Trust Co | 99,021 | $448.4 萬 | 0.09% | −23,223−19.0% | 減碼 |
| Wedbush Securities Inc | 98,811 | $447.5 萬 | 0.21% | +5,214+5.6% | 加碼 |
| Banyan Capital Management, Inc. | 98,661 | $446.8 萬 | 2.78% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 96,585 | $437.4 萬 | 0.97% | +10,169+11.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 96,548 | $437.3 萬 | 0.02% | −25,962−21.2% | 減碼 |
| Kingsview Wealth Management, LLC | 95,398 | $433.2 萬 | 0.21% | +5,975+6.7% | 加碼 |
| Intact Investment Management Inc. | 95,200 | $431.1 萬 | 0.12% | −16,700−14.9% | 減碼 |
| Winmill & Co. Inc | 95,000 | $430.3 萬 | 1.55% | 00.0% | 不變 |
| Concentric Wealth Management, LLC | 94,946 | $430.0 萬 | 1.32% | −717−0.7% | 減碼 |
| NorthCoast Asset Management LLC | 94,661 | $429.0 萬 | 0.15% | +53,205+128.3% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 94,522 | $428.1 萬 | 0.55% | +4,273+4.7% | 加碼 |
| OPSEU Pension Plan Trust Fund | 94,617 | $425.8 萬 | 1.09% | −5,331−5.3% | 減碼 |
| Transcend Wealth Collective, LLC | 93,761 | $424.6 萬 | 0.61% | −2,676−2.8% | 減碼 |
| Oak Family Advisors, LLC | 93,621 | $424.0 萬 | 2.54% | +29,078+45.1% | 加碼 |
| BP PLC | 93,209 | $422.1 萬 | 0.18% | −32,897−26.1% | 減碼 |
| Boenning & Scattergood, Inc. | 92,240 | $417.8 萬 | 0.73% | −9,042−8.9% | 減碼 |
| Factorial Partners, LLC | 92,000 | $416.7 萬 | 2.81% | 00.0% | 不變 |
| Western Financial Corporation | 91,747 | $415.5 萬 | 2.25% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 90,900 | $411.7 萬 | 0.18% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 90,762 | $411.1 萬 | 0.13% | −14,127−13.5% | 減碼 |
| Regentatlantic Capital LLC | 90,001 | $407.6 萬 | 0.13% | +31,181+53.0% | 加碼 |
| Asio Capital, LLC | 89,973 | $407.5 萬 | 1.44% | +3,403+3.9% | 加碼 |
| Point72 Asset Management, L.P. | 88,900 | $402.6 萬 | 0.02% | +58,100+188.6% | 加碼 |
| Clearstead Advisors, LLC | 88,323 | $400.0 萬 | 0.31% | −17,604−16.6% | 減碼 |