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 |
|---|---|---|---|---|---|
| Cohen Capital Management, Inc. | 8,274 | $38.4 萬 | 0.07% | −25−0.3% | 減碼 |
| Mycio Wealth Partners, LLC | 8,283 | $38.4 萬 | 0.14% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 8,310 | $38.6 萬 | 0.04% | −5,225−38.6% | 減碼 |
| Old North State Trust, LLC | 8,374 | $38.9 萬 | 0.35% | −309−3.6% | 減碼 |
| Evanson Asset Management, LLC | 8,682 | $38.9 萬 | 0.04% | +506+6.2% | 加碼 |
| Boston Trust Walden Corp | 8,384 | $38.9 萬 | 0.00% | +291+3.6% | 加碼 |
| Woodstock Corp | 8,404 | $39.0 萬 | 0.05% | −1,100−11.6% | 減碼 |
| Mechanics Bank Trust Department | 8,425 | $39.1 萬 | 0.06% | −100−1.2% | 減碼 |
| Bollard Group LLC | 8,429 | $39.1 萬 | 0.01% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 8,500 | $39.4 萬 | 0.03% | −200−2.3% | 減碼 |
| Indiana Trust & Investment Management CO | 8,493 | $39.4 萬 | 0.20% | −1,738−17.0% | 減碼 |
| Nichols & Pratt Advisers LLP | 8,400 | $39.5 萬 | 0.03% | −600−6.7% | 減碼 |
| Bailard, Inc. | 8,505 | $39.5 萬 | 0.01% | 00.0% | 不變 |
| First Pacific Financial | 8,562 | $39.7 萬 | 0.21% | −500−5.5% | 減碼 |
| Schulhoff & Co Inc | 8,586 | $39.8 萬 | 0.18% | +20.0% | 加碼 |
| Lipe & Dalton | 8,700 | $40.4 萬 | 0.21% | −550−5.9% | 減碼 |
| Denali Advisors LLC | 8,700 | $40.4 萬 | 0.17% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 8,757 | $40.6 萬 | 0.07% | −211−2.4% | 減碼 |
| Miracle Mile Advisors, LLC | 8,789 | $40.8 萬 | 0.02% | +656+8.1% | 加碼 |
| BKD Wealth Advisors, LLC | 8,797 | $40.8 萬 | 0.02% | +8,797 | 新進 |
| River Wealth Advisors LLC | 8,817 | $40.9 萬 | 0.07% | +6+0.1% | 加碼 |
| Royal Fund Management, LLC | 8,828 | $40.9 萬 | 0.07% | +28+0.3% | 加碼 |
| Arbor Investment Advisors, LLC | 8,806 | $40.9 萬 | 0.08% | +100+1.1% | 加碼 |
| Iron Horse Wealth Management, LLC | 8,834 | $41.0 萬 | 0.25% | 00.0% | 不變 |
| Verition Fund Management LLC | 8,835 | $41.0 萬 | 0.01% | +8,835 | 新進 |
| Cahill Financial Advisors Inc | 8,856 | $41.1 萬 | 0.08% | +3,484+64.9% | 加碼 |
| Fortem Financial Group, LLC | 8,859 | $41.1 萬 | 0.21% | +8,859 | 新進 |
| Northwest Wealth Management, LLC | 8,881 | $41.2 萬 | 0.22% | −469−5.0% | 減碼 |
| Spectrum Management Group, LLC | 8,885 | $41.2 萬 | 0.06% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 8,872 | $41.2 萬 | 0.03% | +1,455+19.6% | 加碼 |
| Providence Capital Advisors, LLC | 8,911 | $41.4 萬 | 0.13% | −183−2.0% | 減碼 |
| Grove Bank & Trust | 8,922 | $41.4 萬 | 0.09% | 00.0% | 不變 |
| Piscataqua Savings Bank | 8,941 | $41.5 萬 | 0.36% | −174−1.9% | 減碼 |
| Pin Oak Investment Advisors Inc | 8,994 | $41.7 萬 | 0.46% | 00.0% | 不變 |
| Greylin Investment Mangement Inc | 8,999 | $41.8 萬 | 0.09% | −1,230−12.0% | 減碼 |
| E Fund Management Co., Ltd. | 9,026 | $41.9 萬 | 0.02% | +9,026 | 新進 |
| Camden National Bank | 9,048 | $42.0 萬 | 0.08% | +9,048 | 新進 |
| First PREMIER Bank | 9,069 | $42.1 萬 | 0.12% | 00.0% | 不變 |
| Smith, Moore & Co. | 9,148 | $42.5 萬 | 0.06% | 00.0% | 不變 |
| MCF Advisors LLC | 9,179 | $42.6 萬 | 0.04% | +538+6.2% | 加碼 |
| Formidable Asset Management, LLC | 9,205 | $42.7 萬 | 0.08% | +4,545+97.5% | 加碼 |
| Titus Wealth Management | 9,201 | $42.8 萬 | 0.22% | +804+9.6% | 加碼 |
| Mission Creek Capital Partners, Inc. | 9,235 | $42.9 萬 | 0.08% | −1,085−10.5% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 9,253 | $42.9 萬 | 0.03% | −5−0.1% | 減碼 |
| Cim Investment Mangement Inc | 9,259 | $43.0 萬 | 0.14% | −56−0.6% | 減碼 |
| Heron Financial Group, LLC | 9,268 | $43.0 萬 | 0.24% | +220+2.4% | 加碼 |
| Enterprise Financial Services Corp | 9,338 | $43.3 萬 | 0.06% | +228+2.5% | 加碼 |
| Court Place Advisors, LLC | 9,343 | $43.4 萬 | 0.13% | −200−2.1% | 減碼 |
| S.A. Mason LLC | 9,344 | $43.4 萬 | 0.29% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 9,349 | $43.4 萬 | 0.08% | +37+0.4% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 9,381 | $43.5 萬 | 0.24% | +79+0.8% | 加碼 |
| Coldstream Capital Management Inc | 18,676 | $43.9 萬 | 0.02% | +2,748+17.3% | 加碼 |
| Colonial Trust Advisors | 9,448 | $43.9 萬 | 0.05% | −69−0.7% | 減碼 |
| Nexus Investment Management ULC | 9,470 | $44.0 萬 | 0.05% | −4,000−29.7% | 減碼 |
| Exeter Financial, LLC | 9,500 | $44.1 萬 | 0.26% | 00.0% | 不變 |
| PSI Advisors, LLC | 9,534 | $44.2 萬 | 0.20% | −345−3.5% | 減碼 |
| Texas Capital Bancshares Inc | 9,543 | $44.3 萬 | 0.31% | −70−0.7% | 減碼 |
| SNS Financial Group, LLC | 9,552 | $44.3 萬 | 0.05% | +27+0.3% | 加碼 |
| Cowa, LLC | 9,564 | $44.4 萬 | 0.25% | −300−3.0% | 減碼 |
| Hartford Financial Management Inc. | 9,595 | $44.5 萬 | 0.11% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 9,580 | $44.5 萬 | 0.06% | +3,795+65.6% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,608 | $44.6 萬 | 0.15% | −1,846−16.1% | 減碼 |
| Claar Advisors LLC | 9,600 | $44.6 萬 | 0.13% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 9,656 | $44.8 萬 | 0.13% | −197−2.0% | 減碼 |
| First National Bank of Hutchinson | 9,668 | $44.9 萬 | 0.25% | 00.0% | 不變 |
| Baldwin Brothers Inc | 9,700 | $45.0 萬 | 0.05% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 9,694 | $45.0 萬 | 0.14% | +435+4.7% | 加碼 |
| Berman Capital Advisors, LLC | 9,756 | $45.2 萬 | 0.07% | +4,185+75.1% | 加碼 |
| Bray Capital Advisors | 9,753 | $45.3 萬 | 0.12% | +40.0% | 加碼 |
| Monticello Wealth Management, LLC | 9,765 | $45.3 萬 | 0.04% | +7+0.1% | 加碼 |
| Lynch & Associates | 9,839 | $45.7 萬 | 0.12% | −305−3.0% | 減碼 |
| Kore Private Wealth LLC | 9,880 | $45.9 萬 | 0.05% | −36−0.4% | 減碼 |
| Plante Moran Financial Advisors, LLC | 9,882 | $45.9 萬 | 0.10% | +676+7.3% | 加碼 |
| Cooper Financial Group | 9,945 | $46.2 萬 | 0.10% | +214+2.2% | 加碼 |
| Zuckerman Investment Group, LLC | 9,969 | $46.3 萬 | 0.08% | 00.0% | 不變 |
| IFG Advisory, LLC | 10,009 | $46.4 萬 | 0.05% | +245+2.5% | 加碼 |
| Nokota Management, LP | 10,000 | $46.4 萬 | 2.70% | +10,000 | 新進 |
| Quantinno Capital Management LP | 10,025 | $46.5 萬 | 0.52% | +133+1.3% | 加碼 |
| Jacobs & Co | 10,070 | $46.7 萬 | 0.05% | +1,000+11.0% | 加碼 |
| Platform Technology Partners | 10,085 | $46.8 萬 | 0.21% | −270−2.6% | 減碼 |
| Trust Co | 10,085 | $46.8 萬 | 0.12% | +2,307+29.7% | 加碼 |
| London & Capital Asset Management Ltd | 10,109 | $46.9 萬 | 0.03% | −950−8.6% | 減碼 |
| Capital One Financial Corp | 10,124 | $47.0 萬 | 0.06% | +369+3.8% | 加碼 |
| Advisors Management Group Inc | 10,154 | $47.1 萬 | 0.15% | −165,759−94.2% | 減碼 |
| Punch & Associates Investment Management, Inc. | 10,160 | $47.2 萬 | 0.03% | 00.0% | 不變 |
| Howe & Rusling Inc | 10,179 | $47.2 萬 | 0.06% | +6,198+155.7% | 加碼 |
| Zacks Investment Management | 10,239 | $47.5 萬 | 0.01% | −7,843−43.4% | 減碼 |
| Stephenson National Bank & Trust | 10,248 | $47.6 萬 | 0.30% | 00.0% | 不變 |
| HCR Wealth Advisors | 10,271 | $47.7 萬 | 0.08% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 10,310 | $47.8 萬 | 0.13% | +328+3.3% | 加碼 |
| Anchor Investment Management, LLC | 10,330 | $47.9 萬 | 0.07% | +469+4.8% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 10,339 | $48.0 萬 | 0.02% | +107+1.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 10,372 | $48.1 萬 | 0.43% | −675−6.1% | 減碼 |
| Penserra Capital Management LLC | 10,441 | $48.4 萬 | 0.01% | −143−1.4% | 減碼 |
| WESPAC Advisors, LLC | 10,427 | $48.4 萬 | 0.30% | +5,548+113.7% | 加碼 |
| Coastal Bridge Advisors, LLC | 10,446 | $48.5 萬 | 0.11% | 00.0% | 不變 |
| Peak Planning Group, LLC | 10,469 | $48.6 萬 | 0.42% | +10,469 | 新進 |
| Proficio Capital Partners LLC | 10,475 | $48.6 萬 | 0.06% | +1,400+15.4% | 加碼 |
| Jacobi Capital Management LLC | 10,523 | $48.8 萬 | 0.06% | −5,961−36.2% | 減碼 |
| Ssi Investment Management LLC | 10,517 | $48.8 萬 | 0.03% | +44+0.4% | 加碼 |