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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 27,988 | $129.9 萬 | 0.05% | −2,824−9.2% | 減碼 |
| First Horizon Advisors, Inc. | 28,091 | $130.2 萬 | 0.04% | +605+2.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 28,296 | $131.3 萬 | 0.16% | +900+3.3% | 加碼 |
| BLB&B Advisors, LLC | 28,317 | $131.4 萬 | 0.09% | +2,178+8.3% | 加碼 |
| Palladium Partners LLC | 28,363 | $131.6 萬 | 0.06% | −25−0.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 28,437 | $132.0 萬 | 0.01% | +340+1.2% | 加碼 |
| Excalibur Management Corp | 28,600 | $132.7 萬 | 0.58% | −8,981−23.9% | 減碼 |
| Gilbert & Cook, Inc. | 28,638 | $132.9 萬 | 0.24% | +140+0.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 28,676 | $133.1 萬 | 0.05% | −10,770−27.3% | 減碼 |
| Valley National Advisers Inc | 28,913 | $134.2 萬 | 0.24% | −170−0.6% | 減碼 |
| Parallel Advisors, LLC | 28,917 | $134.2 萬 | 0.05% | +4,257+17.3% | 加碼 |
| Heartland Advisors Inc | 29,086 | $135.0 萬 | 0.08% | +243+0.8% | 加碼 |
| Lazard Asset Management LLC | 29,217 | $135.5 萬 | 0.00% | +3,537+13.8% | 加碼 |
| Optimal Asset Management, Inc. | 29,214 | $135.6 萬 | 0.17% | +52+0.2% | 加碼 |
| Carroll Financial Associates, Inc. | 29,302 | $135.9 萬 | 0.08% | +1,018+3.6% | 加碼 |
| Peak Asset Management, LLC | 29,297 | $136.0 萬 | 0.34% | −125−0.4% | 減碼 |
| Venture Visionary Partners LLC | 29,338 | $136.1 萬 | 0.10% | +6,593+29.0% | 加碼 |
| Koss-Olinger Consulting, LLC | 29,645 | $137.6 萬 | 0.22% | +723+2.5% | 加碼 |
| Monarch Capital Management Inc | 29,671 | $137.7 萬 | 0.38% | −100−0.3% | 減碼 |
| Marco Investment Management LLC | 29,941 | $139.0 萬 | 0.15% | −10.0% | 減碼 |
| Duality Advisers, LP | 30,209 | $140.2 萬 | 0.11% | +30,209 | 新進 |
| KB Financial Partners, LLC | 30,221 | $140.3 萬 | 0.51% | +4,224+16.2% | 加碼 |
| First Citizens Bank & Trust Co | 30,295 | $140.6 萬 | 0.07% | +2,463+8.8% | 加碼 |
| Citadel Investment Advisory, Inc. | 30,366 | $140.9 萬 | 0.87% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 30,512 | $141.6 萬 | 0.51% | +213+0.7% | 加碼 |
| Wilkinson Global Asset Management LLC | 30,600 | $142.0 萬 | 0.09% | 00.0% | 不變 |
| Choate Investment Advisors | 30,622 | $142.2 萬 | 0.09% | −968−3.1% | 減碼 |
| CAPROCK Group, Inc. | 30,641 | $142.2 萬 | 0.13% | +2,522+9.0% | 加碼 |
| Rockland Trust Co | 30,655 | $142.3 萬 | 0.10% | −18,222−37.3% | 減碼 |
| Roberts Wealth Advisors, LLC | 30,675 | $142.4 萬 | 0.56% | +30,675 | 新進 |
| Independent Financial Group, LLC | 30,770 | $142.8 萬 | 0.15% | −4,083−11.7% | 減碼 |
| Banque Cantonale Vaudoise | 31,050 | $144.1 萬 | 0.06% | +23,385+305.1% | 加碼 |
| London Co of Virginia | 31,093 | $144.3 萬 | 0.01% | −24,860−44.4% | 減碼 |
| Scott & Selber, Inc. | 31,106 | $144.4 萬 | 0.59% | −928−2.9% | 減碼 |
| Sawyer & Company, Inc | 31,440 | $145.9 萬 | 0.69% | −810−2.5% | 減碼 |
| Thomasville National Bank | 31,486 | $146.1 萬 | 0.15% | −336−1.1% | 減碼 |
| Leavell Investment Management, Inc. | 31,482 | $146.1 萬 | 0.11% | −1,888−5.7% | 減碼 |
| 1st Source Bank | 31,627 | $146.8 萬 | 0.09% | −110−0.3% | 減碼 |
| King Luther Capital Management Corp | 31,668 | $147.0 萬 | 0.01% | +1,636+5.4% | 加碼 |
| Hoylecohen, LLC | 31,717 | $147.2 萬 | 0.14% | −627−1.9% | 減碼 |
| Tradition Wealth Management, LLC | 31,751 | $147.4 萬 | 0.21% | +115+0.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 31,807 | $147.5 萬 | 0.06% | −305−0.9% | 減碼 |
| Fiera Capital Corp | 31,971 | $148.4 萬 | 0.00% | −135−0.4% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $149.4 萬 | 0.49% | 00.0% | 不變 |
| AIA Group Ltd | 32,248 | $149.7 萬 | 0.08% | +14,516+81.9% | 加碼 |
| TriaGen Wealth Management LLC | 32,263 | $149.7 萬 | 0.81% | +32,263 | 新進 |
| Focus Financial Network, Inc. | 32,280 | $149.8 萬 | 0.20% | −803−2.4% | 減碼 |
| Grimes & Company, Inc. | 32,517 | $150.9 萬 | 0.07% | −134−0.4% | 減碼 |
| Sterneck Capital Management, LLC | 32,534 | $151.0 萬 | 0.96% | +14,741+82.8% | 加碼 |
| CAMG Solamere Management, LLC | 32,560 | $151.1 萬 | 1.24% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 32,626 | $151.6 萬 | 0.10% | +895+2.8% | 加碼 |
| Frontier Wealth Management LLC | 32,830 | $152.4 萬 | 0.11% | +1,294+4.1% | 加碼 |
| Rothschild Investment Corp | 33,023 | $153.3 萬 | 0.13% | −13,500−29.0% | 減碼 |
| Hoey Investments, Inc | 33,068 | $153.5 萬 | 0.48% | −657−1.9% | 減碼 |
| Palisade Asset Management, LLC | 33,146 | $153.8 萬 | 0.19% | −6,914−17.3% | 減碼 |
| Lee Financial Co | 33,184 | $154.0 萬 | 0.32% | +459+1.4% | 加碼 |
| Selway Asset Management | 33,400 | $155.0 萬 | 0.85% | −4,000−10.7% | 減碼 |
| Oarsman Capital, Inc. | 33,449 | $155.2 萬 | 0.63% | −463−1.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 33,590 | $155.7 萬 | 0.11% | −1,339−3.8% | 減碼 |
| Washington Trust Co | 33,691 | $156.3 萬 | 0.04% | −2,589−7.1% | 減碼 |
| Citizens National Bank Trust Department | 33,840 | $157.1 萬 | 0.45% | 00.0% | 不變 |
| Founders Financial Securities LLC | 33,956 | $157.6 萬 | 0.32% | −181−0.5% | 減碼 |
| Duff & Phelps Investment Management Co | 34,640 | $160.8 萬 | 0.02% | 00.0% | 不變 |
| Martin & Co Inc | 34,750 | $161.3 萬 | 0.38% | +3,065+9.7% | 加碼 |
| Assenagon Asset Management S.A. | 34,968 | $162.3 萬 | 0.01% | +34,968 | 新進 |
| Nicholas Hoffman & Company, LLC. | 34,996 | $162.4 萬 | 0.28% | −915−2.5% | 減碼 |
| AF Advisors, Inc. | 35,040 | $162.6 萬 | 1.02% | −3,000−7.9% | 減碼 |
| Marotta Asset Management | 35,079 | $162.8 萬 | 0.39% | 00.0% | 不變 |
| Spire Wealth Management | 34,825 | $163.0 萬 | 0.04% | +3,022+9.5% | 加碼 |
| Meitav Dash Investments Ltd | 34,950 | $163.4 萬 | 0.03% | −1,100−3.1% | 減碼 |
| Sunbelt Securities, Inc. | 36,914 | $163.5 萬 | 0.29% | 00.0% | 不變 |
| American Money Management, LLC | 35,362 | $164.1 萬 | 0.46% | +95+0.3% | 加碼 |
| Avidian Wealth Solutions, LLC | 35,369 | $164.1 萬 | 0.13% | +703+2.0% | 加碼 |
| Private Trust Co NA | 35,353 | $164.1 萬 | 0.24% | +9,691+37.8% | 加碼 |
| Occidental Asset Management, LLC | 35,371 | $164.2 萬 | 0.43% | +2,225+6.7% | 加碼 |
| Markston International LLC | 35,629 | $165.4 萬 | 1.55% | −43,078−54.7% | 減碼 |
| Carret Asset Management, LLC | 35,665 | $165.5 萬 | 0.20% | −4,579−11.4% | 減碼 |
| Bank Hapoalim BM | 35,733 | $165.8 萬 | 0.17% | −765−2.1% | 減碼 |
| Bennett Selby Investments LP | 35,764 | $166.0 萬 | 1.08% | −101−0.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 35,778 | $166.0 萬 | 0.11% | +705+2.0% | 加碼 |
| Zeke Capital Advisors, LLC | 35,882 | $166.5 萬 | 0.10% | −9,624−21.1% | 減碼 |
| Integrated Wealth Concepts LLC | 35,922 | $166.7 萬 | 0.05% | +8,094+29.1% | 加碼 |
| Smith Shellnut Wilson LLC | 36,053 | $167.3 萬 | 0.97% | +1,000+2.9% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 36,067 | $167.4 萬 | 1.00% | +3,435+10.5% | 加碼 |
| Members Capital Advisors Inc | 36,100 | $167.5 萬 | 0.91% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 36,449 | $169.2 萬 | 0.24% | −8,775−19.4% | 減碼 |
| DuPont Capital Management Corp | 36,702 | $170.3 萬 | 0.05% | −35,383−49.1% | 減碼 |
| Auxier Asset Management | 36,841 | $171.0 萬 | 0.29% | +1,250+3.5% | 加碼 |
| AMG National Trust Bank | 36,918 | $171.4 萬 | 0.06% | −105,698−74.1% | 減碼 |
| Trinity Financial Advisors LLC | 37,018 | $171.8 萬 | 1.15% | +5,510+17.5% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,053 | $172.0 萬 | 0.33% | −350−0.9% | 減碼 |
| Virtu Financial LLC | 37,201 | $172.6 萬 | 0.15% | +37,201 | 新進 |
| Teza Capital Management LLC | 37,285 | $173.0 萬 | 0.83% | +37,285 | 新進 |
| Homrich & Berg | 37,435 | $173.7 萬 | 0.04% | +2,702+7.8% | 加碼 |
| Ancora Advisors, LLC | 37,485 | $174.0 萬 | 0.05% | +4,732+14.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 37,820 | $175.5 萬 | 0.16% | +4,998+15.2% | 加碼 |
| Sentry Investment Management LLC | 37,932 | $176.0 萬 | 0.51% | −4,306−10.2% | 減碼 |
| Lincoln National Corp | 38,116 | $176.9 萬 | 0.04% | −206−0.5% | 減碼 |
| Miller Investment Management, LP | 38,182 | $177.2 萬 | 0.30% | 00.0% | 不變 |
| Oldfather Financial Services, LLC | 34,782 | $177.2 萬 | 0.91% | 00.0% | 不變 |