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 3 季 13F 持有人
Wells Fargo & Company 在 2021/9/30 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
- 1,913
- 較 2021 年第 2 季 +5 家
- 持有股數
- 28.9 億
- 較 2021 年第 2 季 −4,971 萬 (−1.7%)
- 總市值
- $1,342 億
- 較 2021 年第 2 季 +$10.9 億 (+0.8%)
- 新進機構
- 119
- 另有 679 家加碼
- 清倉機構
- 114
- 另有 817 家減碼
另有 27 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fulcrum Asset Management LLP | – | $100.6 萬 | 0.50% | – | – |
| Appleton Partners Inc | 21,700 | $100.7 萬 | 0.08% | −773−3.4% | 減碼 |
| Truehand, Inc | 21,771 | $101.0 萬 | 0.60% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 21,790 | $101.1 萬 | 0.10% | +1,534+7.6% | 加碼 |
| Investors Asset Management of Georgia Inc | 21,846 | $101.4 萬 | 0.53% | −1,299−5.6% | 減碼 |
| Psagot Investment House Ltd. | 21,858 | $101.4 萬 | 0.17% | +8,060+58.4% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 21,858 | $101.4 萬 | 0.17% | +21,858 | 新進 |
| Carlson Capital Management | 21,919 | $101.7 萬 | 0.11% | +276+1.3% | 加碼 |
| Peoples Financial Services Corp. | 21,991 | $102.0 萬 | 0.43% | 00.0% | 不變 |
| Simmons Bank | 22,055 | $102.4 萬 | 0.07% | +324+1.5% | 加碼 |
| Engine No. 1 LLC | 22,128 | $102.7 萬 | 0.26% | +8,914+67.5% | 加碼 |
| Proequities, Inc. | 22,225 | $103.1 萬 | 0.06% | −110.0% | 減碼 |
| Courier Capital LLC | 22,226 | $103.2 萬 | 0.10% | −121−0.5% | 減碼 |
| Westwood Holdings Group Inc. | 22,266 | $103.4 萬 | 0.01% | −20,490−47.9% | 減碼 |
| RSM US Wealth Management LLC | 22,271 | $103.4 萬 | 0.06% | +826+3.9% | 加碼 |
| Alaethes Wealth LLC | 22,360 | $103.8 萬 | 0.75% | 00.0% | 不變 |
| First National Trust Co | 22,390 | $103.9 萬 | 0.06% | −1,061−4.5% | 減碼 |
| TrinityPoint Wealth, LLC | 22,396 | $103.9 萬 | 0.20% | +50+0.2% | 加碼 |
| Gryphon Financial Partners LLC | 22,443 | $104.2 萬 | 0.24% | −8,653−27.8% | 減碼 |
| Rossmore Private Capital | 22,474 | $104.3 萬 | 0.18% | 00.0% | 不變 |
| Neumann Capital Management, LLC | 22,522 | $104.5 萬 | 0.47% | −1,129−4.8% | 減碼 |
| Jefferies Group LLC | 22,540 | $104.6 萬 | 0.03% | −8,936−28.4% | 減碼 |
| N.E.W. Advisory Services LLC | 22,622 | $105.0 萬 | 0.17% | +179+0.8% | 加碼 |
| Financial Counselors Inc | 22,745 | $105.6 萬 | 0.02% | −2,236−9.0% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 22,780 | $105.7 萬 | 0.17% | +150+0.7% | 加碼 |
| Wakefield Asset Management LLLP | 22,794 | $105.8 萬 | 0.40% | +164+0.7% | 加碼 |
| Erste Asset Management GmbH | 22,581 | $106.2 萬 | 0.02% | +1,253+5.9% | 加碼 |
| Resource Management, LLC | 22,893 | $106.2 萬 | 0.12% | +1,556+7.3% | 加碼 |
| Pathstone Family Office, LLC | 22,971 | $106.5 萬 | 0.03% | +2,862+14.2% | 加碼 |
| Core Wealth Advisors, Inc. | 22,959 | $106.6 萬 | 0.71% | +22,959 | 新進 |
| Coastal Investment Advisors, Inc. | 23,129 | $107.3 萬 | 0.25% | +684+3.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 23,183 | $107.6 萬 | 0.03% | −1,900−7.6% | 減碼 |
| Signaturefd, LLC | 23,200 | $107.7 萬 | 0.04% | +389+1.7% | 加碼 |
| Main Street Research LLC | 23,256 | $107.9 萬 | 0.09% | −6,583−22.1% | 減碼 |
| Arkadios Wealth Advisors | 23,483 | $108.9 萬 | 0.16% | −12,445−34.6% | 減碼 |
| Sage Rhino Capital LLC | 23,488 | $109.0 萬 | 0.33% | +545+2.4% | 加碼 |
| American State Bank (Iowa) | 23,500 | $109.1 萬 | 0.85% | −1,170−4.7% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 23,599 | $109.5 萬 | 0.04% | +10,632+82.0% | 加碼 |
| CoreFirst Bank & Trust | 23,779 | $110.4 萬 | 0.77% | −720−2.9% | 減碼 |
| Gladstone Institutional Advisory LLC | 23,826 | $110.6 萬 | 0.11% | −14,319−37.5% | 減碼 |
| Joel Isaacson & Co., LLC | 23,951 | $111.2 萬 | 0.08% | +11,500+92.4% | 加碼 |
| TRUE Private Wealth Advisors | 23,999 | $111.3 萬 | 0.16% | +1,042+4.5% | 加碼 |
| Compton Capital Management Inc | 24,000 | $111.4 萬 | 0.33% | −1,500−5.9% | 減碼 |
| Wrapmanager Inc | 24,017 | $111.5 萬 | 0.29% | +254+1.1% | 加碼 |
| Balentine LLC | 24,071 | $111.7 萬 | 0.04% | +16,774+229.9% | 加碼 |
| Cumberland Advisors Inc | 24,150 | $112.1 萬 | 0.26% | −1,250−4.9% | 減碼 |
| Jeppson Wealth Management, LLC | 24,176 | $112.2 萬 | 0.58% | +15+0.1% | 加碼 |
| Quad-Cities Investment Group, LLC | 24,232 | $112.5 萬 | 0.79% | +20.0% | 加碼 |
| Tealwood Asset Management Inc | 24,290 | $112.7 萬 | 0.46% | +24,290 | 新進 |
| Laurel Wealth Advisors LLC | 24,329 | $112.9 萬 | 0.26% | −350−1.4% | 減碼 |
| GFG Capital, LLC | 24,357 | $113.0 萬 | 0.36% | 00.0% | 不變 |
| Beck Mack & Oliver LLC | 24,390 | $113.2 萬 | 0.03% | −185−0.8% | 減碼 |
| Nicolet Bankshares Inc | 24,436 | $113.4 萬 | 0.29% | −1,114−4.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 24,503 | $113.7 萬 | 0.14% | −13,428−35.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 24,541 | $113.9 萬 | 0.11% | −216−0.9% | 減碼 |
| Hutchinson Capital Management | 24,554 | $114.0 萬 | 0.28% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 24,643 | $114.4 萬 | 0.16% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 24,705 | $114.7 萬 | 0.10% | −349−1.4% | 減碼 |
| Aspiriant, LLC | 24,716 | $114.8 萬 | 0.07% | −125−0.5% | 減碼 |
| Crestline Management, LP | 24,797 | $115.1 萬 | 0.11% | −145,203−85.4% | 減碼 |
| Fukoku Mutual Life Insurance Co | 24,820 | $115.2 萬 | 0.09% | +3,420+16.0% | 加碼 |
| Clarius Group, LLC | 24,867 | $115.4 萬 | 0.10% | −4,954−16.6% | 減碼 |
| Boltwood Capital Management | 24,947 | $115.8 萬 | 0.47% | −150−0.6% | 減碼 |
| Laurel Wealth Advisors, Inc. | 24,964 | $115.9 萬 | 0.21% | −5,866−19.0% | 減碼 |
| Cadinha & Co LLC | 24,972 | $115.9 萬 | 0.17% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 24,684 | $116.1 萬 | 0.14% | −331−1.3% | 減碼 |
| American National Registered Investment Advisor, Inc. | 25,107 | $116.5 萬 | 0.42% | −101−0.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25,161 | $116.8 萬 | 0.01% | −19,871−44.1% | 減碼 |
| Ironwood Investment Counsel, LLC | 25,200 | $116.9 萬 | 0.30% | −3,699−12.8% | 減碼 |
| Investment Management Associates Inc | 25,186 | $116.9 萬 | 0.62% | −728−2.8% | 減碼 |
| First National Bank Sioux Falls | 25,215 | $117.1 萬 | 1.96% | −33,683−57.2% | 減碼 |
| Brighton Jones LLC | 25,250 | $117.2 萬 | 0.06% | −2,892−10.3% | 減碼 |
| Busey Wealth Management | 25,272 | $117.3 萬 | 0.05% | +5,495+27.8% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 25,330 | $117.5 萬 | 0.14% | +263+1.0% | 加碼 |
| IMC-Chicago, LLC | 25,441 | $118.1 萬 | 0.10% | +25,441 | 新進 |
| Qtron Investments LLC | 25,483 | $118.3 萬 | 0.32% | +1,648+6.9% | 加碼 |
| Goodwin Daniel L | 25,700 | $119.2 萬 | 0.55% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 25,759 | $119.5 萬 | 0.06% | +10,387+67.6% | 加碼 |
| Intact Investment Management Inc. | 26,100 | $121.1 萬 | 0.03% | −69,100−72.6% | 減碼 |
| Northwest & Ethical Investments L.P. | 26,165 | $121.4 萬 | 0.04% | 00.0% | 不變 |
| Ruffer LLP | 26,000 | $121.7 萬 | 0.04% | 00.0% | 不變 |
| Boit C F David | 26,163 | $123.0 萬 | 0.84% | 00.0% | 不變 |
| Holderness Investments Co | 26,621 | $123.5 萬 | 0.41% | +544+2.1% | 加碼 |
| WP Advisors, LLC | 26,745 | $124.1 萬 | 0.51% | +117+0.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 26,870 | $124.7 萬 | 0.11% | −9,856−26.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 26,862 | $124.7 萬 | 0.06% | +2,096+8.5% | 加碼 |
| Virtue Capital Management, LLC | 26,912 | $124.9 萬 | 0.22% | −1,001−3.6% | 減碼 |
| Insight Advisors, LLC | 24,675 | $124.9 萬 | 0.37% | +64+0.3% | 加碼 |
| Arden Trust Co | 26,967 | $125.1 萬 | 0.21% | −1,742−6.1% | 減碼 |
| Michael B. Yongue | 26,983 | $125.2 萬 | 0.92% | 00.0% | 不變 |
| Ramsay, Stattman, Vela & Price, Inc. | 26,994 | $125.3 萬 | 0.31% | −4,145−13.3% | 減碼 |
| Gamble Jones Investment Counsel | 27,015 | $125.4 萬 | 0.08% | +14,445+114.9% | 加碼 |
| Chicago Partners Investment Group LLC | 24,846 | $125.7 萬 | 0.09% | −1,357−5.2% | 減碼 |
| Northside Capital Management, LLC | 27,127 | $125.9 萬 | 0.35% | −513−1.9% | 減碼 |
| Vista Investment Management | 27,407 | $127.2 萬 | 0.75% | −21−0.1% | 減碼 |
| Pflug Koory, LLC | 27,703 | $128.6 萬 | 0.70% | −255−0.9% | 減碼 |
| NVWM, LLC | 27,740 | $128.8 萬 | 0.46% | +1,448+5.5% | 加碼 |
| Bartlett & Co. LLC | 27,805 | $129.0 萬 | 0.02% | −2,425−8.0% | 減碼 |
| First Financial Bank - Trust Division | 27,797 | $129.0 萬 | 0.14% | −401−1.4% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 27,805 | $129.0 萬 | 0.02% | −2,425−8.0% | 減碼 |