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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 10,573 | $49.0 萬 | 0.03% | −382−3.5% | 減碼 |
| David Loasby | 10,548 | $49.0 萬 | 0.06% | −256−2.4% | 減碼 |
| Global Trust Asset Management, LLC | 10,551 | $49.0 萬 | 0.22% | +118+1.1% | 加碼 |
| Keystone Financial Group | 10,558 | $49.0 萬 | 0.09% | +177+1.7% | 加碼 |
| Old West Investment Management, LLC | 10,610 | $49.2 萬 | 0.22% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 10,644 | $49.3 萬 | 0.03% | −19,740−65.0% | 減碼 |
| Biltmore Family Office, LLC | 10,649 | $49.4 萬 | 0.12% | −150−1.4% | 減碼 |
| Aspen Investment Management Inc | 10,638 | $49.4 萬 | 0.26% | +20+0.2% | 加碼 |
| Barrett Asset Management, LLC | 10,670 | $49.5 萬 | 0.02% | 00.0% | 不變 |
| Intrust Bank NA | 10,710 | $49.7 萬 | 0.07% | +16+0.1% | 加碼 |
| Oxford Financial Group Ltd | 10,719 | $49.7 萬 | 0.06% | +37+0.3% | 加碼 |
| Atwood & Palmer Inc | 10,707 | $49.7 萬 | 0.04% | +500+4.9% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,738 | $49.8 萬 | 0.07% | −312−2.8% | 減碼 |
| Financial Advisory Service, Inc. | 10,779 | $50.0 萬 | 0.05% | +58+0.5% | 加碼 |
| Annandale Capital, LLC | 10,788 | $50.1 萬 | 0.30% | +6+0.1% | 加碼 |
| Intrua Financial, LLC | 10,009 | $50.1 萬 | 0.09% | +10,009 | 新進 |
| Parsons Capital Management Inc | 10,820 | $50.2 萬 | 0.04% | −42−0.4% | 減碼 |
| Quattro Financial Advisors LLC | 10,000 | $50.2 萬 | 0.13% | 00.0% | 不變 |
| Marcum Wealth, LLC | 10,815 | $50.2 萬 | 0.08% | +1,892+21.2% | 加碼 |
| Fairview Capital Investment Management, LLC | 10,850 | $50.3 萬 | 0.03% | +133+1.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 10,869 | $50.4 萬 | 0.11% | +140+1.3% | 加碼 |
| Ballentine Partners, LLC | 10,923 | $50.6 萬 | 0.02% | +975+9.8% | 加碼 |
| Stelac Advisory Services LLC | 10,930 | $50.7 萬 | 0.14% | +3,321+43.6% | 加碼 |
| Humankind Investments LLC | 10,928 | $50.7 萬 | 0.23% | +3,367+44.5% | 加碼 |
| Brinker Capital Investments, LLC | 11,207 | $50.8 萬 | 0.01% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 10,998 | $51.0 萬 | 0.01% | +10,998 | 新進 |
| Leisure Capital Management | 11,038 | $51.2 萬 | 0.28% | 00.0% | 不變 |
| Terry L. Blaker | 11,067 | $51.4 萬 | 0.03% | −263−2.3% | 減碼 |
| Chicago Trust Co NA | 11,111 | $51.5 萬 | 0.11% | +257+2.4% | 加碼 |
| Financial Advocates Investment Management | 11,131 | $51.7 萬 | 0.04% | +1,923+20.9% | 加碼 |
| Bragg Financial Advisors, Inc | 11,183 | $51.9 萬 | 0.03% | +465+4.3% | 加碼 |
| BOK Financial Private Wealth, Inc. | 11,175 | $51.9 萬 | 0.04% | +2,642+31.0% | 加碼 |
| Prentiss Smith & Co Inc | 11,220 | $52.1 萬 | 0.26% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 11,257 | $52.2 萬 | 0.06% | +307+2.8% | 加碼 |
| First Nebraska Trust Co | 11,282 | $52.4 萬 | 0.07% | +429+4.0% | 加碼 |
| Aj Wealth Strategies, LLC | 11,299 | $52.4 萬 | 0.03% | −83−0.7% | 減碼 |
| Northeast Investment Management | 11,285 | $52.4 萬 | 0.03% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 11,369 | $52.7 萬 | 0.02% | −1,230−9.8% | 減碼 |
| MorganRosel Wealth Management, LLC | 11,348 | $52.7 萬 | 0.29% | −1,000−8.1% | 減碼 |
| Beaton Management Co. Inc. | 11,385 | $52.8 萬 | 0.35% | 00.0% | 不變 |
| Vontobel Asset Management Inc | 11,469 | $53.0 萬 | 0.00% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 11,453 | $53.2 萬 | 0.01% | +3,366+41.6% | 加碼 |
| Claro Advisors LLC | 11,512 | $53.4 萬 | 0.22% | −1,669−12.7% | 減碼 |
| West Branch Capital LLC | 11,553 | $53.6 萬 | 0.26% | −89−0.8% | 減碼 |
| Surevest, LLC | 11,549 | $53.6 萬 | 0.14% | +101+0.9% | 加碼 |
| Ipswich Investment Management Co., Inc. | 11,565 | $53.7 萬 | 0.14% | −175−1.5% | 減碼 |
| Hanseatic Management Services Inc | 11,567 | $53.7 萬 | 0.93% | +1,001+9.5% | 加碼 |
| Aull & Monroe Investment Management Corp | 11,635 | $54.0 萬 | 0.27% | −200−1.7% | 減碼 |
| YorkBridge Wealth Partners, LLC | 11,653 | $54.1 萬 | 0.14% | −40.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 11,695 | $54.3 萬 | 0.03% | −3,196−21.5% | 減碼 |
| Marietta Investment Partners LLC | 11,700 | $54.3 萬 | 0.12% | −8−0.1% | 減碼 |
| Edge Capital Group, LLC | 11,713 | $54.4 萬 | 0.04% | −3,151−21.2% | 減碼 |
| State of Wyoming | 11,710 | $54.4 萬 | 0.35% | +131+1.1% | 加碼 |
| First Foundation Advisors | 11,783 | $54.7 萬 | 0.02% | −3,361−22.2% | 減碼 |
| StoneX Group Inc. | 11,795 | $54.7 萬 | 0.08% | −502−4.1% | 減碼 |
| Fort Point Capital Partners LLC | 11,785 | $54.7 萬 | 0.08% | +4,002+51.4% | 加碼 |
| Pacifica Capital Investments, LLC | 11,835 | $54.9 萬 | 0.18% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 11,841 | $55.0 萬 | 0.27% | −2,680−18.5% | 減碼 |
| Kovitz Investment Group Partners, LLC | 11,873 | $55.1 萬 | 0.01% | −6,411−35.1% | 減碼 |
| Sawtooth Solutions, LLC | 11,870 | $55.1 萬 | 0.08% | +4,828+68.6% | 加碼 |
| Prelude Capital Management, LLC | 11,885 | $55.2 萬 | 0.03% | +11,885 | 新進 |
| Montecito Bank & Trust | 11,925 | $55.3 萬 | 0.11% | −125−1.0% | 減碼 |
| Wealth Alliance | 11,990 | $55.6 萬 | 0.12% | +1,359+12.8% | 加碼 |
| Summit Asset Management, LLC | 12,004 | $55.7 萬 | 0.17% | +289+2.5% | 加碼 |
| Cambridge Advisors Inc. | 12,061 | $56.0 萬 | 0.14% | +10.0% | 加碼 |
| Hudock, Inc. | 12,066 | $56.0 萬 | 0.17% | +960+8.6% | 加碼 |
| McCarthy Asset Management, Inc. | 12,126 | $56.3 萬 | 0.42% | −758−5.9% | 減碼 |
| Lumbard & Kellner, LLC | 12,141 | $56.3 萬 | 0.22% | −349−2.8% | 減碼 |
| Donaldson Capital Management, LLC | 12,162 | $56.4 萬 | 0.03% | +1,950+19.1% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 12,179 | $56.5 萬 | 0.16% | −48−0.4% | 減碼 |
| Caas Capital Management LP | 12,265 | $56.9 萬 | 0.04% | −10,068−45.1% | 減碼 |
| G&S Capital LLC | 12,292 | $57.0 萬 | 0.31% | 00.0% | 不變 |
| Caldwell Trust Co | 12,297 | $57.1 萬 | 0.07% | +2,398+24.2% | 加碼 |
| Hexagon Capital Partners LLC | 12,317 | $57.2 萬 | 0.17% | +54+0.4% | 加碼 |
| Hilltop Holdings Inc. | 12,371 | $57.4 萬 | 0.06% | −780−5.9% | 減碼 |
| Americana Partners, LLC | 12,377 | $57.4 萬 | 0.14% | +4,450+56.1% | 加碼 |
| Axiom Financial Strategies, LLC | 12,384 | $57.5 萬 | 0.27% | −412−3.2% | 減碼 |
| Osborne Partners Capital Management, LLC | 12,400 | $57.5 萬 | 0.05% | −325−2.6% | 減碼 |
| Liberty Wealth Management LLC | 12,389 | $57.5 萬 | 0.21% | +36+0.3% | 加碼 |
| Bayesian Capital Management, LP | 12,400 | $57.5 萬 | 0.17% | +12,400 | 新進 |
| Pearl River Capital, LLC | 12,400 | $57.5 萬 | 0.16% | +12,400 | 新進 |
| Dynamic Advisor Solutions LLC | 12,401 | $57.6 萬 | 0.04% | −544−4.2% | 減碼 |
| Douglas Lane & Associates, LLC | 12,411 | $57.6 萬 | 0.01% | +319+2.6% | 加碼 |
| Welch Group, LLC | 12,407 | $57.6 萬 | 0.04% | +6,374+105.7% | 加碼 |
| Purus Wealth Management, LLC | 12,548 | $58.2 萬 | 0.40% | +55+0.4% | 加碼 |
| Optas, LLC | 12,569 | $58.3 萬 | 0.17% | −284−2.2% | 減碼 |
| MV Capital Management, Inc. | 12,566 | $58.3 萬 | 0.10% | +11,964+1,987.4% | 加碼 |
| Good Life Advisors, LLC | 12,590 | $58.4 萬 | 0.08% | +3,629+40.5% | 加碼 |
| Heritage Wealth Management, LLC | 12,604 | $58.5 萬 | 0.21% | −186−1.5% | 減碼 |
| Investors Financial Group, LLC | 12,733 | $59.1 萬 | 0.31% | −640−4.8% | 減碼 |
| Weil Company, Inc. | 12,729 | $59.1 萬 | 0.31% | +520+4.3% | 加碼 |
| BTR Capital Management Inc | 12,831 | $59.5 萬 | 0.07% | −425−3.2% | 減碼 |
| Pettyjohn, Wood & White, Inc | 12,837 | $59.6 萬 | 0.13% | +10.0% | 加碼 |
| Lakeview Capital Partners, LLC | 12,869 | $59.7 萬 | 0.28% | +228+1.8% | 加碼 |
| Fort Sheridan Advisors LLC | 12,895 | $59.8 萬 | 0.20% | −776−5.7% | 減碼 |
| Becker Capital Management Inc | 12,879 | $59.8 萬 | 0.03% | +219+1.7% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 12,900 | $59.9 萬 | 0.45% | −600−4.4% | 減碼 |
| Glassman Wealth Services | 12,949 | $60.1 萬 | 0.13% | +269+2.1% | 加碼 |
| Delta Investment Management, LLC | 12,964 | $60.2 萬 | 0.19% | −1,304−9.1% | 減碼 |
| Quadrant Private Wealth Management, LLC | 13,031 | $60.5 萬 | 0.25% | −3,800−22.6% | 減碼 |