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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 38,190 | $177.2 萬 | 0.10% | +8,867+30.2% | 加碼 |
| Alerus Financial NA | 38,199 | $177.3 萬 | 0.16% | −21,461−36.0% | 減碼 |
| Global Retirement Partners, LLC | 38,339 | $177.9 萬 | 0.18% | +12,468+48.2% | 加碼 |
| Brooks, Moore & Associates, Inc. | 38,445 | $178.4 萬 | 1.17% | −477−1.2% | 減碼 |
| Trust Co of Toledo NA | 38,564 | $178.9 萬 | 0.29% | −732−1.9% | 減碼 |
| Greenleaf Trust | 38,735 | $179.8 萬 | 0.02% | +2,470+6.8% | 加碼 |
| Bowling Portfolio Management LLC | 38,835 | $180.2 萬 | 0.41% | −324−0.8% | 減碼 |
| Hollow Brook Wealth Management LLC | 38,929 | $180.7 萬 | 1.12% | −947−2.4% | 減碼 |
| Sepio Capital, LP | 38,925 | $180.7 萬 | 0.15% | +1,873+5.1% | 加碼 |
| Meristem Family Wealth, LLC | 38,968 | $180.9 萬 | 0.17% | +16,147+70.8% | 加碼 |
| Diversified Trust Co | 39,172 | $181.8 萬 | 0.07% | −3,394−8.0% | 減碼 |
| Jackson Hole Capital Partners, LLC | 39,317 | $182.5 萬 | 0.60% | +2,434+6.6% | 加碼 |
| Northwest Capital Management Inc | 36,160 | $183.2 萬 | 0.95% | +1,448+4.2% | 加碼 |
| Neville Rodie & Shaw Inc | 39,604 | $183.8 萬 | 0.14% | −78−0.2% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 39,620 | $183.9 萬 | 0.02% | −5,115−11.4% | 減碼 |
| Ulysses Management LLC | 40,000 | $185.6 萬 | 0.33% | −20,000−33.3% | 減碼 |
| JT Stratford LLC | 40,111 | $186.2 萬 | 0.57% | +140+0.4% | 加碼 |
| PFS Investments Inc. | 36,654 | $186.5 萬 | 0.04% | +2,476+7.2% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 40,243 | $186.8 萬 | 0.11% | −119−0.3% | 減碼 |
| Patton Fund Management, Inc. | 40,344 | $187.2 萬 | 0.71% | +40,344 | 新進 |
| Capital Markets Trading UK LLP | 39,852 | $187.4 萬 | 1.46% | −435,435−91.6% | 減碼 |
| Spears Abacus Advisors LLC | 40,408 | $187.5 萬 | 0.14% | 00.0% | 不變 |
| One Capital Management, LLC | 40,430 | $187.6 萬 | 0.16% | −149−0.4% | 減碼 |
| 44 Wealth Management LLC | 40,539 | $188.1 萬 | 0.72% | −208−0.5% | 減碼 |
| Cohen Investment Advisors LLC | 40,578 | $188.3 萬 | 1.44% | +320+0.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 40,653 | $188.7 萬 | 0.07% | −1,233−2.9% | 減碼 |
| Pacific Asset Management LLC | 40,688 | $188.8 萬 | 1.66% | 00.0% | 不變 |
| Enterprise Trust & Investment Co | 40,775 | $189.2 萬 | 0.77% | −200−0.5% | 減碼 |
| Cullinan Associates Inc | 40,803 | $189.4 萬 | 0.10% | +1,000+2.5% | 加碼 |
| Springhouse Capital Management, LP | 41,000 | $190.3 萬 | 1.80% | 00.0% | 不變 |
| Swarthmore Group Inc | 42,069 | $190.5 萬 | 0.49% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 41,146 | $191.0 萬 | 0.40% | +442+1.1% | 加碼 |
| Everett Harris & Co | 41,211 | $191.3 萬 | 0.03% | −2,750−6.3% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 41,343 | $191.7 萬 | 0.09% | −21,072−33.8% | 減碼 |
| Elm Ridge Management, LLC | 41,608 | $193.1 萬 | 2.68% | −840−2.0% | 減碼 |
| Trust Asset Management LLC | 41,814 | $194.1 萬 | 0.27% | +2,699+6.9% | 加碼 |
| United Asset Strategies, Inc. | 42,244 | $196.1 萬 | 0.25% | −33,425−44.2% | 減碼 |
| Verdence Capital Advisors LLC | 42,256 | $196.1 萬 | 0.26% | +4,966+13.3% | 加碼 |
| Toroso Investments, LLC | 42,238 | $196.1 萬 | 0.07% | +6,704+18.9% | 加碼 |
| Gs Investments, Inc. | 42,400 | $196.8 萬 | 1.03% | +42,400 | 新進 |
| Bank Pictet & Cie (Asia) Ltd | 42,454 | $197.0 萬 | 0.55% | +546+1.3% | 加碼 |
| Franklin Street Advisors Inc | 42,460 | $197.1 萬 | 0.17% | +21,309+100.7% | 加碼 |
| 6 Meridian | 42,537 | $197.4 萬 | 0.16% | +42,537 | 新進 |
| Triangle Securities Wealth Management | 42,572 | $197.6 萬 | 0.67% | +2,684+6.7% | 加碼 |
| Sterling Investment Management, Inc. | 43,001 | $199.6 萬 | 1.27% | −8,825−17.0% | 減碼 |
| Boston Private Wealth LLC | 43,096 | $200.0 萬 | 0.03% | −716−1.6% | 減碼 |
| NBT Bank N A | 43,654 | $202.6 萬 | 0.28% | −888−2.0% | 減碼 |
| Allworth Financial LP | 43,975 | $204.1 萬 | 0.03% | +274+0.6% | 加碼 |
| Evercore Wealth Management, LLC | 44,222 | $205.2 萬 | 0.04% | −550−1.2% | 減碼 |
| Bessemer Group Inc | 44,285 | $205.6 萬 | 0.00% | +254+0.6% | 加碼 |
| Eqis Capital Management, Inc. | 44,413 | $206.1 萬 | 0.16% | −24,056−35.1% | 減碼 |
| Columbus Macro, LLC | 44,584 | $206.9 萬 | 0.68% | −3,746−7.8% | 減碼 |
| Rocky Mountain Advisers, LLC | 44,725 | $207.6 萬 | 2.53% | −90−0.2% | 減碼 |
| Cornerstone Investment Partners, LLC | 44,835 | $208.1 萬 | 0.12% | +6,615+17.3% | 加碼 |
| Mark Stevens | 44,936 | $208.5 萬 | 0.23% | −4,133−8.4% | 減碼 |
| White Pine Capital LLC | 45,069 | $209.2 萬 | 0.64% | +200+0.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 45,202 | $209.8 萬 | 0.04% | −1,348−2.9% | 減碼 |
| NorthRock Partners, LLC | 45,538 | $211.3 萬 | 0.17% | +13,159+40.6% | 加碼 |
| Peregrine Asset Advisers, Inc. | 45,558 | $211.4 萬 | 1.08% | +45,558 | 新進 |
| Avantax Planning Partners, Inc. | 45,680 | $212.0 萬 | 0.10% | −265−0.6% | 減碼 |
| First Hawaiian Bank | 45,701 | $212.1 萬 | 0.09% | +2,432+5.6% | 加碼 |
| Veriti Management LLC | 45,753 | $212.3 萬 | 0.30% | +4,665+11.4% | 加碼 |
| Round Hill Asset Management | 45,767 | $212.4 萬 | 1.07% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 45,805 | $212.5 萬 | 0.08% | −2,309−4.8% | 減碼 |
| Exane Derivatives | 45,804 | $212.6 萬 | 0.53% | +4,423+10.7% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $213.3 萬 | 1.00% | 00.0% | 不變 |
| Conning Inc. | 46,040 | $213.7 萬 | 0.06% | −6,910−13.1% | 減碼 |
| Pavion Blue Capital, LLC | 46,086 | $213.9 萬 | 1.33% | +251+0.5% | 加碼 |
| Pinnacle Bancorp, Inc. | 46,325 | $215.0 萬 | 0.86% | +39,652+594.2% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 46,679 | $216.6 萬 | 0.24% | −1,109−2.3% | 減碼 |
| Sumitomo Life Insurance Co | 46,720 | $216.8 萬 | 0.06% | −44,042−48.5% | 減碼 |
| Altium Wealth Management LLC | 46,855 | $217.5 萬 | 0.16% | +3,022+6.9% | 加碼 |
| Brio Consultants, LLC | 47,079 | $218.5 萬 | 0.53% | −4,535−8.8% | 減碼 |
| Bank of Stockton | 47,076 | $218.5 萬 | 0.67% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 47,209 | $219.1 萬 | 0.66% | −1,278−2.6% | 減碼 |
| Wetherby Asset Management Inc | 47,485 | $220.4 萬 | 0.14% | −3,349−6.6% | 減碼 |
| Haverford Trust Co | 47,484 | $220.4 萬 | 0.03% | +4,919+11.6% | 加碼 |
| Quilter Plc | 47,661 | $221.3 萬 | 0.06% | −2,334−4.7% | 減碼 |
| HighPoint Advisor Group LLC | 47,972 | $222.6 萬 | 0.22% | −15,293−24.2% | 減碼 |
| Eos Management, L.P. | 48,000 | $222.8 萬 | 1.39% | 00.0% | 不變 |
| DF Dent & Co Inc | 48,144 | $223.4 萬 | 0.02% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 48,237 | $223.9 萬 | 0.26% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 48,307 | $224.2 萬 | 0.04% | +7,518+18.4% | 加碼 |
| KG&L Capital Management,LLC | 48,490 | $225.0 萬 | 0.99% | −2,013−4.0% | 減碼 |
| IMS Capital Management | 48,813 | $226.5 萬 | 1.31% | +662+1.4% | 加碼 |
| Schnieders Capital Management LLC | 48,842 | $226.7 萬 | 0.61% | +3,600+8.0% | 加碼 |
| DCM Advisors, LLC | 48,956 | $227.2 萬 | 0.87% | +48,956 | 新進 |
| Somerset Group LLC | 49,014 | $227.5 萬 | 1.64% | 00.0% | 不變 |
| Horizon Investments, LLC | 49,459 | $228.6 萬 | 0.07% | −18,318−27.0% | 減碼 |
| Foster Group, Inc. | 49,450 | $229.5 萬 | 0.22% | −3,519−6.6% | 減碼 |
| Savant Capital, LLC | 49,519 | $229.8 萬 | 0.08% | +1,767+3.7% | 加碼 |
| Culbertson A N & Co Inc | 49,645 | $230.4 萬 | 0.47% | +99+0.2% | 加碼 |
| Iat Reinsurance Co Ltd. | 50,000 | $232.1 萬 | 0.35% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 50,039 | $232.2 萬 | 0.01% | −621,388−92.5% | 減碼 |
| JB Capital LLC | 50,125 | $232.6 萬 | 0.30% | +50,125 | 新進 |
| IFP Advisors, Inc | 50,550 | $234.8 萬 | 0.05% | +9,660+23.6% | 加碼 |
| Cresset Asset Management, LLC | 51,170 | $237.4 萬 | 0.03% | +12,221+31.4% | 加碼 |
| Aft, Forsyth & Sober, LLC | 51,500 | $239.0 萬 | 0.90% | +500+1.0% | 加碼 |
| Empirical Finance, LLC | 51,860 | $240.7 萬 | 0.36% | +2,863+5.8% | 加碼 |
| True North Advisors, LLC | 52,412 | $243.2 萬 | 0.48% | −66−0.1% | 減碼 |