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 2,882 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 | 2,882 | $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 |
|---|---|---|---|---|---|
| Ironwood Financial, llc | 3,198 | $14.8 萬 | 0.04% | +101+3.3% | 加碼 |
| Sugarloaf Wealth Management, LLC | 3,239 | $15.0 萬 | 0.04% | −902−21.8% | 減碼 |
| Brewin Dolphin Wealth Management Ltd | 3,276 | $15.2 萬 | 0.02% | 00.0% | 不變 |
| O'Dell Group, LLC | 3,315 | $15.4 萬 | 0.05% | +3,315 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 3,414 | $15.8 萬 | 0.00% | 00.0% | 不變 |
| First Command Bank | 3,446 | $16.0 萬 | 0.03% | −300−8.0% | 減碼 |
| First Command Financial Services, Inc. | 3,446 | $16.0 萬 | 0.03% | −300−8.0% | 減碼 |
| Carolinas Wealth Consulting LLC | 3,559 | $16.5 萬 | 0.04% | −821−18.7% | 減碼 |
| Sierra Capital LLC | 3,643 | $16.9 萬 | 0.03% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 3,633 | $16.9 萬 | 0.03% | +129+3.7% | 加碼 |
| Parkside Financial Bank & Trust | 3,669 | $17.0 萬 | 0.05% | +344+10.3% | 加碼 |
| Aua Capital Management, LLC | 3,682 | $17.1 萬 | 0.11% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 3,751 | $17.4 萬 | 0.02% | +101+2.8% | 加碼 |
| Kistler-Tiffany Companies, LLC | 3,774 | $17.5 萬 | 0.04% | +118+3.2% | 加碼 |
| Alpha Paradigm Partners, LLC | 3,840 | $17.8 萬 | 0.07% | −256−6.3% | 減碼 |
| Creative Financial Designs Inc | 3,929 | $18.2 萬 | 0.03% | −24−0.6% | 減碼 |
| American Research & Management Co. | 3,950 | $18.3 萬 | 0.04% | −400−9.2% | 減碼 |
| Evoke Wealth, LLC | 3,968 | $18.4 萬 | 0.01% | −20,468−83.8% | 減碼 |
| Fieldpoint Private Securities, LLC | 3,970 | $18.4 萬 | 0.04% | +86+2.2% | 加碼 |
| Professional Financial Advisors, LLC | 3,965 | $18.4 萬 | 0.11% | +16+0.4% | 加碼 |
| Syverson Strege & Co | 3,963 | $18.4 萬 | 0.15% | +579+17.1% | 加碼 |
| FinTrust Capital Advisors, LLC | 3,997 | $18.6 萬 | 0.05% | −1,029−20.5% | 減碼 |
| Bedel Financial Consulting, Inc. | 4,026 | $18.7 萬 | 0.06% | +13+0.3% | 加碼 |
| Edge Wealth Management LLC | 4,050 | $18.8 萬 | 0.04% | 00.0% | 不變 |
| City Holding Co | 4,086 | $19.0 萬 | 0.03% | −125−3.0% | 減碼 |
| Tradewinds Capital Management, LLC | 4,159 | $19.3 萬 | 0.03% | +10.0% | 加碼 |
| Trustcore Financial Services, LLC | 4,189 | $19.4 萬 | 0.02% | +118+2.9% | 加碼 |
| JJJ Advisors Inc. | 4,183 | $19.4 萬 | 0.07% | +135+3.3% | 加碼 |
| Seeyond | 4,320 | $20.0 萬 | 0.02% | −44−1.0% | 減碼 |
| Sigma Investment Counselors Inc | 4,312 | $20.0 萬 | 0.01% | +4,312 | 新進 |
| Reilly Financial Advisors, LLC | 4,338 | $20.1 萬 | 0.02% | −32−0.7% | 減碼 |
| Forte Capital LLC | 4,333 | $20.1 萬 | 0.03% | +4,333 | 新進 |
| First Dallas Securities Inc. | 4,350 | $20.2 萬 | 0.14% | −21,806−83.4% | 減碼 |
| Equitable Trust Co | 4,368 | $20.2 萬 | 0.01% | −500−10.3% | 減碼 |
| Affinity Capital Advisors, LLC | 4,352 | $20.2 萬 | 0.07% | −95−2.1% | 減碼 |
| Cardinal Point Wealth Management LLC | 4,347 | $20.2 萬 | 0.09% | +4,347 | 新進 |
| Bernardo Wealth Planning LLC | 4,375 | $20.3 萬 | 0.12% | +4,375 | 新進 |
| Riversedge Advisors, LLC | 4,375 | $20.3 萬 | 0.07% | +4,375 | 新進 |
| Brave Asset Management Inc | 4,401 | $20.4 萬 | 0.06% | −2,000−31.2% | 減碼 |
| Arcadia Investment Management Corp | 4,393 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| Cowen and Company, LLC | 4,422 | $20.5 萬 | 0.01% | −18,444−80.7% | 減碼 |
| Gould Asset Management LLC | 4,407 | $20.5 萬 | 0.06% | −2,804−38.9% | 減碼 |
| Cape Cod Five Cents Savings Bank | 4,425 | $20.5 萬 | 0.02% | +4,425 | 新進 |
| Independent Wealth Network Inc. | 3,940 | $20.5 萬 | 0.13% | +3,940 | 新進 |
| Laidlaw Wealth Management LLC | 4,442 | $20.6 萬 | 0.05% | −2,884−39.4% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 4,433 | $20.6 萬 | 0.10% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 4,441 | $20.6 萬 | 0.05% | +4,441 | 新進 |
| Massmutual Trust Co FSB | 4,462 | $20.7 萬 | 0.01% | +1,998+81.1% | 加碼 |
| Silvant Capital Management LLC | 4,523 | $21.0 萬 | 0.04% | 00.0% | 不變 |
| Hall Laurie J Trustee | 4,547 | $21.1 萬 | 0.08% | 00.0% | 不變 |
| Brown Miller Wealth Management, LLC | 4,574 | $21.2 萬 | 0.13% | +4,574 | 新進 |
| Wealth Advisory Solutions, LLC | 4,583 | $21.3 萬 | 0.05% | −1,931−29.6% | 減碼 |
| Financial Planning & Information Services, Inc. | 4,590 | $21.3 萬 | 0.06% | +4,590 | 新進 |
| Altavista Wealth Management, Inc. | 4,618 | $21.4 萬 | 0.05% | −1,600−25.7% | 減碼 |
| Linscomb & Williams, Inc. | 4,604 | $21.4 萬 | 0.01% | −1,308−22.1% | 減碼 |
| Catalyst Capital Advisors LLC | 4,615 | $21.4 萬 | 0.01% | 00.0% | 不變 |
| Ellenbecker Investment Group | 4,622 | $21.4 萬 | 0.07% | +19+0.4% | 加碼 |
| Fermata Advisors, LLC | 4,617 | $21.4 萬 | 0.09% | +92+2.0% | 加碼 |
| Rockbridge Investment Management, LCC | 4,631 | $21.5 萬 | 0.04% | +82+1.8% | 加碼 |
| Select Asset Management & Trust | 4,661 | $21.6 萬 | 0.16% | 00.0% | 不變 |
| Hurlow Wealth Management Group, Inc. | 4,655 | $21.6 萬 | 0.13% | 00.0% | 不變 |
| Leuthold Group, LLC | 4,645 | $21.6 萬 | 0.03% | +4,645 | 新進 |
| Marathon Capital Management | 4,634 | $21.6 萬 | 0.05% | +4,634 | 新進 |
| Wolff Wiese Magana LLC | 4,664 | $21.7 萬 | 0.15% | −250−5.1% | 減碼 |
| Wealthquest Corp | 4,678 | $21.7 萬 | 0.04% | 00.0% | 不變 |
| Premier Asset Management LLC | 4,702 | $21.8 萬 | 0.03% | 00.0% | 不變 |
| DSC Advisors, L.P. | 4,692 | $21.8 萬 | 0.29% | +4,692 | 新進 |
| Acropolis Investment Management, LLC | 4,801 | $21.9 萬 | 0.03% | −264−5.2% | 減碼 |
| Miller Value Partners, LLC | 4,750 | $22.0 萬 | 0.01% | −2,950−38.3% | 減碼 |
| Financial Advisory Group | 4,742 | $22.0 萬 | 0.05% | 00.0% | 不變 |
| Biltmore Capital Advisors LLC | 4,732 | $22.0 萬 | 0.04% | −17−0.4% | 減碼 |
| Hantz Financial Services, Inc. | 4,771 | $22.1 萬 | 0.01% | −112−2.3% | 減碼 |
| West Oak Capital, LLC | 4,800 | $22.3 萬 | 0.09% | 00.0% | 不變 |
| United Bank | 4,819 | $22.4 萬 | 0.03% | 00.0% | 不變 |
| Means Investment Co., Inc. | 4,851 | $22.5 萬 | 0.04% | +14+0.3% | 加碼 |
| Verus Financial Partners, Inc. | 4,577 | $22.6 萬 | 0.03% | −12−0.3% | 減碼 |
| Bryn Mawr Trust Co | 4,896 | $22.7 萬 | 0.01% | −300−5.8% | 減碼 |
| Old Mission Investment Co LLC | 4,892 | $22.7 萬 | 0.09% | −13−0.3% | 減碼 |
| 55I, LLC | 4,912 | $22.8 萬 | 0.01% | +33+0.7% | 加碼 |
| Community Trust & Investment Co | 4,919 | $22.8 萬 | 0.02% | +300+6.5% | 加碼 |
| BFT Financial Group, LLC | 4,918 | $22.8 萬 | 0.04% | +4,918 | 新進 |
| Wagner Wealth Management, LLC | 4,484 | $22.9 萬 | 0.18% | −933−17.2% | 減碼 |
| Hardy Reed LLC | 4,929 | $22.9 萬 | 0.04% | −395−7.4% | 減碼 |
| Chesapeake Wealth Management | 4,928 | $22.9 萬 | 0.08% | 00.0% | 不變 |
| Smith, Salley & Associates | 4,937 | $22.9 萬 | 0.02% | +181+3.8% | 加碼 |
| Vaughan David Investments LLC | 4,966 | $23.0 萬 | 0.01% | −1,100−18.1% | 減碼 |
| Tranquilli Financial Advisor LLC | 4,962 | $23.0 萬 | 0.17% | +70+1.4% | 加碼 |
| Flossbach Von Storch AG | 4,970 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 4,989 | $23.2 萬 | 0.02% | −647−11.5% | 減碼 |
| Puzo Michael J | 5,000 | $23.2 萬 | 0.07% | 00.0% | 不變 |
| Cito Capital Group, LLC | 5,000 | $23.2 萬 | 0.11% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 5,002 | $23.2 萬 | 0.04% | +579+13.1% | 加碼 |
| V Wealth Advisors LLC | 5,062 | $23.5 萬 | 0.04% | −1,673−24.8% | 減碼 |
| Burt Wealth Advisors | 5,070 | $23.5 萬 | 0.07% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 5,093 | $23.6 萬 | 0.02% | −250−4.7% | 減碼 |
| Foundations Investment Advisors, LLC | 4,913 | $23.6 萬 | 0.01% | +4,913 | 新進 |
| Buckhead Capital Management LLC | 5,099 | $23.7 萬 | 0.05% | 00.0% | 不變 |
| TCTC Holdings, LLC | 5,118 | $23.7 萬 | 0.01% | +4,193+453.3% | 加碼 |
| Bourgeon Capital Management LLC | 5,108 | $23.7 萬 | 0.05% | +5,108 | 新進 |
| Concord Wealth Partners | 5,153 | $23.9 萬 | 0.10% | −1,888−26.8% | 減碼 |