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 |
|---|---|---|---|---|---|
| NJ State Employees Deferred Compensation Plan | 77,000 | $357.4 萬 | 0.49% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 77,062 | $357.6 萬 | 0.08% | −194−0.3% | 減碼 |
| RFG Advisory, LLC | 77,186 | $358.2 萬 | 0.29% | +26,968+53.7% | 加碼 |
| American Portfolios Advisors | 77,220 | $358.4 萬 | 0.13% | −723−0.9% | 減碼 |
| Cetera Advisors LLC | 77,598 | $360.1 萬 | 0.07% | +14,951+23.9% | 加碼 |
| Twin Capital Management Inc | 77,584 | $360.1 萬 | 0.37% | +77,584 | 新進 |
| Bouvel Investment Partners, LLC | 78,013 | $362.1 萬 | 2.05% | +1,122+1.5% | 加碼 |
| CMT Capital Markets Trading GmbH | 77,000 | $362.1 萬 | 1.37% | +77,000 | 新進 |
| Associated Banc-Corp | 78,405 | $363.9 萬 | 0.14% | −5,955−7.1% | 減碼 |
| Investment Management of Virginia LLC | 78,650 | $365.1 萬 | 0.70% | −1,138−1.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 79,452 | $368.7 萬 | 0.21% | −4,156−5.0% | 減碼 |
| Shell Asset Management Co | 79,518 | $369.0 萬 | 0.08% | −149,987−65.4% | 減碼 |
| Magnetar Financial LLC | 80,045 | $371.5 萬 | 0.04% | +80,045 | 新進 |
| Squarepoint Ops LLC | 80,100 | $371.7 萬 | 0.03% | −412,024−83.7% | 減碼 |
| Welch & Forbes LLC | 80,291 | $372.7 萬 | 0.06% | −6,950−8.0% | 減碼 |
| S&CO Inc | 80,464 | $373.4 萬 | 0.29% | 00.0% | 不變 |
| Davenport & Co LLC | 81,046 | $376.1 萬 | 0.03% | +2,671+3.4% | 加碼 |
| Cove Street Capital, LLC | 81,100 | $376.4 萬 | 0.56% | 00.0% | 不變 |
| Independent Advisor Alliance | 81,428 | $377.9 萬 | 0.21% | +886+1.1% | 加碼 |
| Kingsview Wealth Management, LLC | 81,646 | $378.9 萬 | 0.18% | −13,752−14.4% | 減碼 |
| ARGA Investment Management, LP | 81,760 | $379.4 萬 | 0.26% | −20,018−19.7% | 減碼 |
| McGinn Investment Management, Inc. | 82,125 | $381.1 萬 | 2.74% | −4,350−5.0% | 減碼 |
| Weik Capital Management | 82,208 | $381.5 萬 | 1.58% | −4,775−5.5% | 減碼 |
| Advisor Partners LLC | 82,763 | $384.1 萬 | 0.26% | +10,029+13.8% | 加碼 |
| Transcend Wealth Collective, LLC | 77,121 | $390.5 萬 | 0.35% | −16,640−17.7% | 減碼 |
| Siemens Fonds Invest GmbH | 84,355 | $391.5 萬 | 0.26% | +4,778+6.0% | 加碼 |
| Brown Brothers Harriman & Co | 84,676 | $393.0 萬 | 0.02% | −2,977−3.4% | 減碼 |
| Fiduciary Group LLC | 78,358 | $396.7 萬 | 0.45% | −2,645−3.3% | 減碼 |
| Unison Asset Management LLC | 86,552 | $401.7 萬 | 3.57% | −265−0.3% | 減碼 |
| NorthCoast Asset Management LLC | 87,772 | $407.7 萬 | 0.15% | −6,889−7.3% | 減碼 |
| Gifford Fong Associates | 88,052 | $408.6 萬 | 0.79% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 88,046 | $408.6 萬 | 2.56% | −110.0% | 減碼 |
| Segall Bryant & Hamill, LLC | 88,128 | $408.8 萬 | 0.04% | +5,278+6.4% | 加碼 |
| Lockheed Martin Investment Management Co | 89,490 | $415.3 萬 | 0.23% | −252,820−73.9% | 減碼 |
| Oliver Luxxe Assets LLC | 89,569 | $415.7 萬 | 1.15% | +6,010+7.2% | 加碼 |
| Perigon Wealth Management, LLC | 90,216 | $418.7 萬 | 0.36% | +2,674+3.1% | 加碼 |
| Boenning & Scattergood, Inc. | 90,662 | $420.7 萬 | 0.74% | −1,578−1.7% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $421.9 萬 | 0.18% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 91,249 | $423.5 萬 | 0.02% | −5,299−5.5% | 減碼 |
| Western Financial Corporation | 91,672 | $425.4 萬 | 2.52% | −75−0.1% | 減碼 |
| Asio Capital, LLC | 91,938 | $426.7 萬 | 1.47% | +1,965+2.2% | 加碼 |
| Concentric Wealth Management, LLC | 92,474 | $429.2 萬 | 1.31% | −2,472−2.6% | 減碼 |
| Edgestream Partners, L.P. | 93,007 | $431.6 萬 | 0.27% | +68,938+286.4% | 加碼 |
| GWM Advisors LLC | 93,019 | $431.7 萬 | 0.11% | +14,604+18.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 94,060 | $436.5 萬 | 0.03% | +22,600+31.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 94,139 | $436.9 萬 | 0.11% | +25,675+37.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 94,221 | $437.3 萬 | 0.27% | −88,900−48.5% | 減碼 |
| Goelzer Investment Management, Inc. | 94,830 | $440.1 萬 | 0.39% | −10,683−10.1% | 減碼 |
| Callodine Capital Management, LP | 95,000 | $440.9 萬 | 1.75% | −130,000−57.8% | 減碼 |
| Winmill & Co. Inc | 95,000 | $440.9 萬 | 1.41% | 00.0% | 不變 |
| OPSEU Pension Plan Trust Fund | 94,381 | $442.5 萬 | 1.12% | −236−0.2% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 95,420 | $442.9 萬 | 0.06% | +8,183+9.4% | 加碼 |
| Factorial Partners, LLC | 95,900 | $445.1 萬 | 3.03% | +3,900+4.2% | 加碼 |
| Sigma Planning Corp | 96,213 | $446.5 萬 | 0.14% | +27,449+39.9% | 加碼 |
| Regentatlantic Capital LLC | 96,700 | $448.8 萬 | 0.14% | +6,699+7.4% | 加碼 |
| Wedbush Securities Inc | 96,974 | $450.1 萬 | 0.21% | −1,837−1.9% | 減碼 |
| Sompo Asset Management Co., Ltd. | 97,240 | $451.2 萬 | 1.04% | −21,890−18.4% | 減碼 |
| Fiduciary Trust Co | 97,578 | $452.8 萬 | 0.08% | −1,443−1.5% | 減碼 |
| Brookmont Capital Management | 98,153 | $455.5 萬 | 2.69% | −942−1.0% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 99,122 | $460.0 萬 | 0.62% | +4,600+4.9% | 加碼 |
| Hendershot Investments Inc. | 99,783 | $463.1 萬 | 0.88% | +99,783 | 新進 |
| Brookfield Asset Management Inc. | 100,000 | $464.1 萬 | 0.02% | −167,737−62.6% | 減碼 |
| Hudson Bay Capital Management LP | 100,000 | $464.1 萬 | 0.07% | −50,000−33.3% | 減碼 |
| RBF Capital, LLC | 100,000 | $464.1 萬 | 0.26% | 00.0% | 不變 |
| Bizma Investimentos Ltda | 100,000 | $464.1 萬 | 2.86% | 00.0% | 不變 |
| Sowell Financial Services LLC | 100,680 | $467.3 萬 | 0.32% | −6,449−6.0% | 減碼 |
| Guardian Capital Advisors LP | 99,559 | $468.1 萬 | 0.49% | −2,054−2.0% | 減碼 |
| Pictet Bank & Trust Ltd | 101,055 | $469.0 萬 | 2.90% | +17,500+20.9% | 加碼 |
| Eudaimonia Partners, LLC | 101,885 | $472.9 萬 | 0.85% | −205−0.2% | 減碼 |
| TownSquare Capital, LLC | 101,925 | $473.0 萬 | 0.14% | +11,936+13.3% | 加碼 |
| Redpoint Investment Management Pty Ltd | 102,111 | $473.9 萬 | 0.40% | −4,655−4.4% | 減碼 |
| Wesleyan Assurance Society | 102,500 | $475.7 萬 | 0.61% | 00.0% | 不變 |
| Walleye Capital LLC | 102,785 | $477.0 萬 | 0.14% | +19,678+23.7% | 加碼 |
| Live Oak Private Wealth LLC | 103,091 | $478.4 萬 | 0.98% | +6,506+6.7% | 加碼 |
| Semmax Financial Advisors Inc. | 103,295 | $479.4 萬 | 1.66% | −6,590−6.0% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 105,196 | $488.2 萬 | 0.59% | −2,437−2.3% | 減碼 |
| Man Group plc | 105,256 | $488.5 萬 | 0.02% | −272,556−72.1% | 減碼 |
| Pioneer Trust Bank N A | 106,349 | $493.6 萬 | 1.41% | −4,574−4.1% | 減碼 |
| Hoertkorn Richard Charles | 106,486 | $494.2 萬 | 2.22% | −100−0.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 106,718 | $495.3 萬 | 0.52% | −867−0.8% | 減碼 |
| Leonteq Securities AG | 106,853 | $495.9 萬 | 0.27% | +4,219+4.1% | 加碼 |
| Stableford Capital II LLC | 109,506 | $496.2 萬 | 2.52% | −2,665−2.4% | 減碼 |
| Winslow Asset Management Inc | 107,332 | $498.1 萬 | 0.96% | −4,661−4.2% | 減碼 |
| Peapack Gladstone Financial Corp | 107,635 | $499.5 萬 | 0.10% | +3,063+2.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 107,848 | $500.5 萬 | 0.10% | −12,495−10.4% | 減碼 |
| Advisory Services Network, LLC | 109,427 | $507.8 萬 | 0.16% | +2,879+2.7% | 加碼 |
| YHB Investment Advisors, Inc. | 110,604 | $513.3 萬 | 0.44% | −473−0.4% | 減碼 |
| Barr E S & Co | 110,755 | $514.0 萬 | 0.37% | −1,764−1.6% | 減碼 |
| Dorchester Wealth Management Co | 110,935 | $514.8 萬 | 1.27% | −9,638−8.0% | 減碼 |
| Cinctive Capital Management LP | 111,751 | $518.6 萬 | 0.28% | +111,751 | 新進 |
| MSD Partners, L.P. | 112,325 | $521.3 萬 | 0.19% | −112,322−50.0% | 減碼 |
| Shelton Capital Management | 113,497 | $526.7 萬 | 0.21% | −572,815−83.5% | 減碼 |
| Atria Investments LLC | 114,539 | $531.6 萬 | 0.10% | +35,209+44.4% | 加碼 |
| PFG Advisors | 115,273 | $535.0 萬 | 0.61% | +87,556+315.9% | 加碼 |
| Fayez Sarofim & Co | 115,479 | $535.9 萬 | 0.02% | −500−0.4% | 減碼 |
| Meritage Portfolio Management | 115,930 | $538.0 萬 | 0.32% | +939+0.8% | 加碼 |
| Jupiter Wealth Management LLC | 107,567 | $541.7 萬 | 2.55% | +8,025+8.1% | 加碼 |
| IBM Retirement Fund | 116,839 | $542.2 萬 | 0.42% | +242+0.2% | 加碼 |
| Easterly Investment Partners LLC | 117,009 | $543.0 萬 | 0.37% | +117,009 | 新進 |
| Wellington Management Group LLP | 117,250 | $544.2 萬 | 0.00% | −1,175,777−90.9% | 減碼 |