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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 52,541 | $243.8 萬 | 0.71% | +22,900+77.3% | 加碼 |
| Capital Investment Counsel, Inc | 52,727 | $244.7 萬 | 0.54% | +1,500+2.9% | 加碼 |
| Lee Danner & Bass Inc | 52,770 | $244.9 萬 | 0.23% | −1,425−2.6% | 減碼 |
| Spinnaker Trust | 53,051 | $246.2 萬 | 0.17% | −32,274−37.8% | 減碼 |
| LS Investment Advisors, LLC | 53,224 | $247.0 萬 | 0.32% | −1,470−2.7% | 減碼 |
| SkyView Investment Advisors, LLC | 53,217 | $247.0 萬 | 0.69% | +32,741+159.9% | 加碼 |
| Lowe Brockenbrough & Co Inc | 53,271 | $247.2 萬 | 0.19% | −11,456−17.7% | 減碼 |
| Perkins Coie Trust Co | 53,365 | $247.6 萬 | 0.77% | +78+0.1% | 加碼 |
| Bluefin Capital Management, LLC | 53,660 | $249.1 萬 | 0.29% | −189,640−77.9% | 減碼 |
| Moody Aldrich Partners LLC | 54,182 | $251.5 萬 | 0.32% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 54,223 | $251.6 萬 | 1.85% | +58+0.1% | 加碼 |
| Hyman Charles D | 54,242 | $251.7 萬 | 0.18% | −205−0.4% | 減碼 |
| Alaska Permanent Fund Corp | 54,300 | $252.0 萬 | 0.05% | 00.0% | 不變 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 54,496 | $252.9 萬 | 0.93% | −564−1.0% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 54,827 | $254.5 萬 | 0.59% | −12,128−18.1% | 減碼 |
| Valeo Financial Advisors, LLC | 55,083 | $255.6 萬 | 0.15% | +5,772+11.7% | 加碼 |
| Robinson Value Management, Ltd. | 55,345 | $256.9 萬 | 2.29% | +665+1.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 55,499 | $257.6 萬 | 0.30% | +45,415+450.4% | 加碼 |
| Moors & Cabot, Inc. | 55,925 | $259.6 萬 | 0.16% | +2,520+4.7% | 加碼 |
| Itau Unibanco Holding S.A. | 56,100 | $260.4 萬 | 0.14% | +3,500+6.7% | 加碼 |
| Resources Management Corp | 56,385 | $261.7 萬 | 0.38% | −1,345−2.3% | 減碼 |
| Oak Family Advisors, LLC | 56,579 | $262.6 萬 | 1.38% | −37,042−39.6% | 減碼 |
| Winning Points Advisors, LLC | 57,506 | $266.0 萬 | 2.01% | +800+1.4% | 加碼 |
| Country Club Trust Company, n.a. | 56,559 | $266.0 萬 | 0.23% | +183+0.3% | 加碼 |
| Deseret Mutual Benefit Administrators | 58,162 | $269.9 萬 | 0.50% | −25,469−30.5% | 減碼 |
| Manchester Financial Inc | 58,344 | $270.8 萬 | 1.04% | +346+0.6% | 加碼 |
| Capital Square, LLC | 57,664 | $271.1 萬 | 1.92% | 00.0% | 不變 |
| SWS Partners | 58,567 | $271.8 萬 | 1.68% | +895+1.6% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 59,135 | $274.4 萬 | 0.53% | +2,036+3.6% | 加碼 |
| Walter & Keenan Financial Consulting Co | 59,154 | $274.5 萬 | 0.93% | −771−1.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 59,196 | $274.7 萬 | 0.07% | −109,725−65.0% | 減碼 |
| Symmetry Partners, LLC | 57,615 | $276.3 萬 | 0.18% | +28,311+96.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 60,088 | $278.9 萬 | 0.04% | +7,451+14.2% | 加碼 |
| HM Payson & Co | 60,126 | $279.0 萬 | 0.07% | −432−0.7% | 減碼 |
| Burleson & Company, LLC | 60,146 | $279.1 萬 | 0.42% | −376−0.6% | 減碼 |
| Essex Investment Management Co LLC | 60,684 | $281.6 萬 | 0.35% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 61,024 | $283.2 萬 | 0.21% | −27,299−30.9% | 減碼 |
| Argyle Capital Management Inc. | 61,158 | $283.8 萬 | 0.94% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61,719 | $286.4 萬 | 0.24% | −2,769−4.3% | 減碼 |
| Capital Investment Advisors, LLC | 61,851 | $287.0 萬 | 0.10% | +582+0.9% | 加碼 |
| Regions Financial Corp | 61,891 | $287.2 萬 | 0.02% | −8,254−11.8% | 減碼 |
| SOL Capital Management CO | 62,035 | $287.9 萬 | 0.57% | −1,325−2.1% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 62,305 | $289.2 萬 | 0.03% | +8,975+16.8% | 加碼 |
| National Asset Management, Inc. | 63,398 | $290.0 萬 | 0.09% | −4,905−7.2% | 減碼 |
| BBVA USA | 62,625 | $290.6 萬 | 0.17% | +10,247+19.6% | 加碼 |
| Avantax Advisory Services, Inc. | 63,185 | $292.8 萬 | 0.05% | −10,113−13.8% | 減碼 |
| Shayne & Co., LLC | 63,335 | $293.9 萬 | 1.70% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 63,433 | $294.4 萬 | 0.21% | +960+1.5% | 加碼 |
| Advisors Asset Management, Inc. | 63,630 | $295.3 萬 | 0.04% | +649+1.0% | 加碼 |
| Huntington National Bank | 63,666 | $295.4 萬 | 0.03% | +2,861+4.7% | 加碼 |
| Core Alternative Capital | 64,249 | $298.2 萬 | 0.63% | −585−0.9% | 減碼 |
| Crestwood Advisors Group LLC | 64,282 | $298.3 萬 | 0.08% | −1,275−1.9% | 減碼 |
| Mandatum Life Insurance Co Ltd | 64,500 | $299.3 萬 | 0.55% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 64,577 | $299.7 萬 | 0.36% | −56−0.1% | 減碼 |
| Veritable, L.P. | 64,887 | $301.1 萬 | 0.05% | +1,114+1.7% | 加碼 |
| United Fire Group Inc | 65,086 | $302.1 萬 | 1.51% | −40,000−38.1% | 減碼 |
| Cornercap Investment Counsel Inc | 65,278 | $302.9 萬 | 0.35% | −2,507−3.7% | 減碼 |
| Ashfield Capital Partners, LLC | 65,421 | $303.6 萬 | 0.22% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 65,411 | $303.6 萬 | 0.13% | +65,411 | 新進 |
| Azimuth Capital Management LLC | 66,419 | $308.3 萬 | 0.13% | +700+1.1% | 加碼 |
| Clear Street Markets LLC | 66,650 | $309.3 萬 | 0.68% | −258,915−79.5% | 減碼 |
| Lido Advisors, LLC | 66,977 | $310.8 萬 | 0.07% | −4,949−6.9% | 減碼 |
| Gotham Asset Management, LLC | 67,106 | $311.4 萬 | 0.13% | −17,755−20.9% | 減碼 |
| Allstate Corp | 67,122 | $311.5 萬 | 0.13% | −7,463−10.0% | 減碼 |
| Pekin Hardy Strauss, Inc. | 67,463 | $313.1 萬 | 0.45% | −54,118−44.5% | 減碼 |
| Lafayette Investments, Inc. | 67,585 | $313.7 萬 | 0.85% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 67,747 | $314.5 萬 | 0.06% | +13,300+24.4% | 加碼 |
| Wesbanco Bank Inc | 68,108 | $316.1 萬 | 0.12% | −5,051−6.9% | 減碼 |
| MAI Capital Management | 68,291 | $316.9 萬 | 0.06% | +1,080+1.6% | 加碼 |
| Argent Trust Co | 68,300 | $317.0 萬 | 0.20% | +2,582+3.9% | 加碼 |
| Level Four Advisory Services, LLC | 68,526 | $318.0 萬 | 0.33% | −6,732−8.9% | 減碼 |
| Hennessy Advisors Inc | 69,500 | $322.5 萬 | 0.19% | −11,500−14.2% | 減碼 |
| Capula Management Ltd | 69,672 | $323.4 萬 | 0.25% | +11,588+20.0% | 加碼 |
| Global Frontier Investments LLC | 70,000 | $324.9 萬 | 2.37% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 69,998 | $324.9 萬 | 0.08% | +3,580+5.4% | 加碼 |
| Paradigm Asset Management Co LLC | 70,300 | $326.3 萬 | 0.89% | −3,400−4.6% | 減碼 |
| Private Asset Management Inc | 70,354 | $326.5 萬 | 0.45% | −5,370−7.1% | 減碼 |
| Affinity Investment Advisors, LLC | 70,569 | $327.5 萬 | 1.47% | −180.0% | 減碼 |
| Credit Agricole S A | 70,609 | $327.8 萬 | 0.12% | +47,319+203.2% | 加碼 |
| Citizens Business Bank | 70,750 | $328.4 萬 | 0.44% | −5,375−7.1% | 減碼 |
| Umb Bank N A | 70,884 | $328.9 萬 | 0.07% | −2,284−3.1% | 減碼 |
| Synovus Financial Corp | 71,150 | $330.1 萬 | 0.03% | +12,455+21.2% | 加碼 |
| Private Advisory Group LLC | 71,230 | $330.6 萬 | 0.81% | −930−1.3% | 減碼 |
| Mission Wealth Management, LP | 72,351 | $335.8 萬 | 0.17% | −878−1.2% | 減碼 |
| Alexandria Capital, LLC | 72,599 | $336.9 萬 | 0.31% | +3,082+4.4% | 加碼 |
| Zweig-DiMenna Associates LLC | 73,000 | $338.8 萬 | 0.24% | +73,000 | 新進 |
| Ieq Capital, LLC | 73,121 | $339.4 萬 | 0.09% | +8,437+13.0% | 加碼 |
| Parcion Private Wealth LLC | 70,219 | $339.7 萬 | 0.30% | −558−0.8% | 減碼 |
| Salzhauer Michael | 73,286 | $340.0 萬 | 1.54% | +19,759+36.9% | 加碼 |
| Granite Investment Partners, LLC | 73,410 | $340.7 萬 | 0.11% | +154+0.2% | 加碼 |
| Prospera Financial Services Inc | 73,433 | $340.8 萬 | 0.17% | +2,092+2.9% | 加碼 |
| Kanawha Capital Management LLC | 74,124 | $344.0 萬 | 0.32% | −5,085−6.4% | 減碼 |
| Corient Capital Partners, LLC | 74,226 | $344.5 萬 | 0.25% | +6,205+9.1% | 加碼 |
| Opus Investment Management Inc | 74,500 | $345.8 萬 | 0.53% | 00.0% | 不變 |
| Mendon Capital Advisors Corp | 75,000 | $348.0 萬 | 1.19% | −25,000−25.0% | 減碼 |
| Mirabella Financial Services LLP | 75,128 | $348.7 萬 | 0.46% | +10,244+15.8% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 75,312 | $349.5 萬 | 1.88% | +75,312 | 新進 |
| Ingalls & Snyder LLC | 75,915 | $352.3 萬 | 0.16% | −3,503−4.4% | 減碼 |
| JustInvest LLC | 76,446 | $354.8 萬 | 0.32% | +18,059+30.9% | 加碼 |
| Karpas Strategies, LLC | 69,381 | $355.9 萬 | 1.17% | +150.0% | 加碼 |