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 |
|---|---|---|---|---|---|
| Boston Family Office LLC | 5,157 | $23.9 萬 | 0.02% | −260−4.8% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 5,140 | $23.9 萬 | 0.08% | 00.0% | 不變 |
| Alta Capital Management LLC | 5,201 | $24.1 萬 | 0.01% | −8,361−61.7% | 減碼 |
| Capital Asset Advisory Services LLC | 5,185 | $24.1 萬 | 0.03% | −3,382−39.5% | 減碼 |
| Nations Financial Group Inc, | 5,182 | $24.1 萬 | 0.04% | +13+0.3% | 加碼 |
| Middleton & Co Inc | 5,215 | $24.2 萬 | 0.03% | −2,546−32.8% | 減碼 |
| Coastline Trust Co | 5,221 | $24.2 萬 | 0.03% | 00.0% | 不變 |
| Aspireon Wealth Advisors | 5,207 | $24.2 萬 | 0.18% | +93+1.8% | 加碼 |
| HBW Advisory Services LLC | 5,228 | $24.3 萬 | 0.06% | −1,656−24.1% | 減碼 |
| Gratus Capital LLC | 5,243 | $24.3 萬 | 0.03% | 00.0% | 不變 |
| Asset Management Corp | 5,237 | $24.3 萬 | 0.15% | +65+1.3% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 5,265 | $24.4 萬 | 0.03% | +75+1.4% | 加碼 |
| Harbor Financial Services, LLC | 5,263 | $24.4 萬 | 0.11% | +5,263 | 新進 |
| Private Capital Management LLC | 5,268 | $24.5 萬 | 0.10% | +489+10.2% | 加碼 |
| Constitution Capital LLC | 5,300 | $24.6 萬 | 0.15% | 00.0% | 不變 |
| Matrix Private Capital Group LLC | 5,315 | $24.7 萬 | 0.13% | +49+0.9% | 加碼 |
| Sustainable Insight Capital Management, LLC | 5,342 | $24.8 萬 | 0.16% | +185+3.6% | 加碼 |
| Paradigm, Strategies in Wealth Management, LLC | 5,333 | $24.8 萬 | 0.23% | +4,727+780.0% | 加碼 |
| Pensionmark Financial Group, LLC | 5,376 | $25.0 萬 | 0.06% | −402−7.0% | 減碼 |
| Samalin Investment Counsel, LLC | 5,387 | $25.0 萬 | 0.16% | +16+0.3% | 加碼 |
| Bordeaux Wealth Advisors LLC | 5,385 | $25.0 萬 | 0.14% | +760+16.4% | 加碼 |
| Octavia Wealth Advisors, LLC | 5,357 | $25.0 萬 | 0.06% | +5,357 | 新進 |
| Pecaut & Co. | 5,400 | $25.1 萬 | 0.15% | 00.0% | 不變 |
| Summit Global Investments | 5,410 | $25.1 萬 | 0.02% | +44+0.8% | 加碼 |
| Integrated Investment Consultants, LLC | 5,398 | $25.1 萬 | 0.07% | +825+18.0% | 加碼 |
| Hills Bank & Trust Co | 5,412 | $25.1 萬 | 0.04% | +2,576+90.8% | 加碼 |
| Clarkston Capital Partners, LLC | 5,420 | $25.2 萬 | 0.00% | −800−12.9% | 減碼 |
| Norway Savings Bank | 5,438 | $25.2 萬 | 0.12% | −201−3.6% | 減碼 |
| Texas Yale Capital Corp. | 5,434 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Atlas Brown,Inc. | 5,437 | $25.2 萬 | 0.11% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 5,430 | $25.2 萬 | 0.02% | 00.0% | 不變 |
| REDW Wealth LLC | 5,421 | $25.2 萬 | 0.08% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 5,440 | $25.2 萬 | 0.14% | +33+0.6% | 加碼 |
| Northeast Financial Consultants Inc | 5,451 | $25.3 萬 | 0.02% | −250−4.4% | 減碼 |
| HC Financial Advisors Inc | 5,483 | $25.4 萬 | 0.15% | −33−0.6% | 減碼 |
| Green Harvest Asset Management LLC | 5,476 | $25.4 萬 | 0.04% | +17+0.3% | 加碼 |
| Spirit of America Management Corp | 5,500 | $25.5 萬 | 0.05% | 00.0% | 不變 |
| Mogy Joel R Investment Counsel Inc | 5,500 | $25.5 萬 | 0.02% | 00.0% | 不變 |
| Johanson Financial Advisors, Inc. | 5,492 | $25.5 萬 | 0.09% | +25+0.5% | 加碼 |
| WMS Partners, LLC | 5,490 | $25.5 萬 | 0.04% | +5,490 | 新進 |
| Harvest Fund Management Co., Ltd | 5,517 | $25.6 萬 | 0.06% | −2,180−28.3% | 減碼 |
| Maven Securities LTD | 5,526 | $25.6 萬 | 0.03% | +5,526 | 新進 |
| Hayek Kallen Investment Management | 5,535 | $25.7 萬 | 0.12% | −1,153−17.2% | 減碼 |
| CFO4Life Group, LLC | 5,544 | $25.7 萬 | 0.06% | −145−2.5% | 減碼 |
| Whalerock Point Partners, LLC | 5,540 | $25.7 萬 | 0.10% | +900+19.4% | 加碼 |
| Summit Financial, LLC | 5,555 | $25.8 萬 | 0.02% | +5,555 | 新進 |
| Sutton Wealth Advisors Inc. | 5,580 | $25.9 萬 | 0.10% | −10.0% | 減碼 |
| Weaver Consulting Group | 5,581 | $25.9 萬 | 0.14% | −375−6.3% | 減碼 |
| First Heartland Consultants, Inc. | 5,598 | $26.0 萬 | 0.04% | −129−2.3% | 減碼 |
| Exencial Wealth Advisors, LLC | 5,621 | $26.1 萬 | 0.01% | −1,701−23.2% | 減碼 |
| Krilogy Financial LLC | 5,640 | $26.2 萬 | 0.03% | +5,640 | 新進 |
| Icon Wealth Partners, LLC | 5,664 | $26.3 萬 | 0.03% | −2,322−29.1% | 減碼 |
| Strategic Advisors LLC | 5,700 | $26.4 萬 | 0.06% | −1,000−14.9% | 減碼 |
| Patten & Patten Inc | 5,689 | $26.4 萬 | 0.02% | −593−9.4% | 減碼 |
| Charter Trust Co | 5,710 | $26.5 萬 | 0.02% | −25−0.4% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 5,752 | $26.7 萬 | 0.03% | −2,128−27.0% | 減碼 |
| Hobart Private Capital, LLC | 5,771 | $26.8 萬 | 0.11% | −32−0.6% | 減碼 |
| Fort Pitt Capital Group, LLC | 5,776 | $26.8 萬 | 0.01% | −8,979−60.9% | 減碼 |
| Traynor Capital Management, Inc. | 5,778 | $26.8 萬 | 0.04% | −486−7.8% | 減碼 |
| Golden State Wealth Management, LLC | 5,781 | $26.8 萬 | 0.06% | +961+19.9% | 加碼 |
| Mosaic Family Wealth, LLC | 5,792 | $26.9 萬 | 0.07% | +3+0.1% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 5,376 | $27.0 萬 | 0.15% | +9+0.2% | 加碼 |
| Martingale Asset Management L P | 5,803 | $27.0 萬 | 0.00% | +5,803 | 新進 |
| Hollencrest Capital Management | 5,863 | $27.2 萬 | 0.02% | −4,000−40.6% | 減碼 |
| LFA - Lugano Financial Advisors SA | 5,852 | $27.2 萬 | 0.18% | +5,852 | 新進 |
| Ambassador Advisors, LLC | 5,932 | $27.5 萬 | 0.05% | −215−3.5% | 減碼 |
| Detalus Advisors, LLC | 5,950 | $27.6 萬 | 0.14% | 00.0% | 不變 |
| Independence Bank of Kentucky | 5,995 | $27.8 萬 | 0.12% | −480−7.4% | 減碼 |
| Cypress Capital Group | 5,990 | $27.8 萬 | 0.04% | −107−1.8% | 減碼 |
| Park National Corp | 6,004 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| Berger Financial Group, Inc | 6,030 | $28.0 萬 | 0.05% | −39−0.6% | 減碼 |
| Aptus Capital Advisors, LLC | 6,070 | $28.1 萬 | 0.01% | −310−4.9% | 減碼 |
| Valmark Advisers, Inc. | 6,081 | $28.2 萬 | 0.01% | −266−4.2% | 減碼 |
| Old Dominion Capital Management Inc | 6,080 | $28.2 萬 | 0.06% | 00.0% | 不變 |
| Cherry Creek Investment Advisors, Inc. | 6,087 | $28.2 萬 | 0.19% | +18+0.3% | 加碼 |
| Campion Asset Management LLC | 6,090 | $28.3 萬 | 0.25% | −90−1.5% | 減碼 |
| Modera Wealth Management, LLC | 6,097 | $28.3 萬 | 0.01% | +1,651+37.1% | 加碼 |
| Windsor Capital Management, LLC | 6,128 | $28.4 萬 | 0.09% | −1,102−15.2% | 減碼 |
| Banco Santander, S.A. | 6,140 | $28.5 萬 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 6,171 | $28.6 萬 | 0.08% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 6,174 | $28.7 萬 | 0.06% | −22,080−78.1% | 減碼 |
| Golden State Equity Partners | 6,204 | $28.8 萬 | 0.12% | −11,611−65.2% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 6,197 | $28.8 萬 | 0.10% | −1,025−14.2% | 減碼 |
| KMG Fiduciary Partners, LLC | 6,195 | $28.8 萬 | 0.05% | −463−7.0% | 減碼 |
| Papp L Roy & Associates | 6,206 | $28.8 萬 | 0.04% | +8+0.1% | 加碼 |
| BNC Wealth Management, LLC | 6,212 | $28.8 萬 | 0.17% | +20.0% | 加碼 |
| Sky Investment Group LLC | 6,224 | $28.9 萬 | 0.06% | −417−6.3% | 減碼 |
| Van Cleef Asset Management,Inc | 6,223 | $28.9 萬 | 0.04% | −250−3.9% | 減碼 |
| Dividend Assets Capital, LLC | 6,260 | $29.1 萬 | 0.06% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 6,334 | $29.4 萬 | 0.14% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 6,355 | $29.5 萬 | 0.07% | +108+1.7% | 加碼 |
| Phoenix Wealth Advisors | 6,362 | $29.5 萬 | 0.22% | 00.0% | 不變 |
| Tempus Wealth Planning, LLC | 6,481 | $30.1 萬 | 0.17% | −42−0.6% | 減碼 |
| S. R. Schill & Associates | 6,532 | $30.3 萬 | 0.13% | −3,228−33.1% | 減碼 |
| CKW Financial Group | 6,444 | $30.3 萬 | 0.05% | 00.0% | 不變 |
| Comerica Securities,inc. | 6,573 | $30.5 萬 | 0.02% | +1,071+19.5% | 加碼 |
| Westhampton Capital, LLC | 6,590 | $30.6 萬 | 0.21% | −1,260−16.1% | 減碼 |
| Security Asset Management | 6,600 | $30.6 萬 | 0.12% | 00.0% | 不變 |
| Amarillo National Bank | 6,599 | $30.6 萬 | 0.06% | +420+6.8% | 加碼 |
| First National Bank | 6,581 | $30.6 萬 | 0.29% | +6,581 | 新進 |