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 |
|---|---|---|---|---|---|
| Gagnon Securities LLC | 13,056 | $60.6 萬 | 0.09% | 00.0% | 不變 |
| Vista Private Wealth Partners. LLC | 13,056 | $60.6 萬 | 0.25% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 12,968 | $60.6 萬 | 0.42% | +200+1.6% | 加碼 |
| West Family Investments, Inc. | 13,152 | $61.0 萬 | 0.16% | +1,867+16.5% | 加碼 |
| Burney Co | 13,158 | $61.1 萬 | 0.03% | −47−0.4% | 減碼 |
| Johnson Investment Counsel Inc | 13,185 | $61.2 萬 | 0.01% | +889+7.2% | 加碼 |
| Beach Investment Counsel Inc | 13,239 | $61.4 萬 | 0.06% | 00.0% | 不變 |
| Mid Atlantic Financial Management Inc | 13,230 | $61.4 萬 | 0.04% | +314+2.4% | 加碼 |
| Family Legacy, Inc. | 12,800 | $61.4 萬 | 0.28% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 13,251 | $61.5 萬 | 0.05% | +99+0.8% | 加碼 |
| Madison Wealth Management | 13,365 | $62.0 萬 | 0.14% | −294−2.2% | 減碼 |
| FineMark National Bank & Trust | 13,390 | $62.1 萬 | 0.03% | −1,136−7.8% | 減碼 |
| Weatherly Asset Management L. P. | 13,372 | $62.1 萬 | 0.08% | −100−0.7% | 減碼 |
| Garrison Point Advisors, LLC | 13,390 | $62.1 萬 | 0.45% | 00.0% | 不變 |
| DRW Securities, LLC | 13,376 | $62.1 萬 | 0.18% | +4,414+49.3% | 加碼 |
| ZWJ Investment Counsel Inc | 13,410 | $62.2 萬 | 0.04% | 00.0% | 不變 |
| Wintrust Investments LLC | 13,427 | $62.3 萬 | 0.08% | +7,882+142.1% | 加碼 |
| JFS Wealth Advisors, LLC | 13,491 | $62.6 萬 | 0.06% | +155+1.2% | 加碼 |
| Well Done, LLC | 13,494 | $62.6 萬 | 0.14% | +2,689+24.9% | 加碼 |
| Meridian Wealth Management, LLC | 13,573 | $63.0 萬 | 0.08% | −47−0.3% | 減碼 |
| Red Door Wealth Management, LLC | 13,575 | $63.0 萬 | 0.24% | +1,465+12.1% | 加碼 |
| Avestar Capital, LLC | 13,598 | $63.1 萬 | 0.12% | 00.0% | 不變 |
| Boston Common Asset Management, LLC | 13,642 | $63.3 萬 | 0.03% | −13−0.1% | 減碼 |
| Iowa State Bank | 13,636 | $63.3 萬 | 0.18% | +130+1.0% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 13,664 | $63.4 萬 | 0.39% | 00.0% | 不變 |
| Stokes Family Office, LLC | 13,674 | $63.5 萬 | 0.09% | +708+5.5% | 加碼 |
| Csenge Advisory Group | 13,518 | $63.6 萬 | 0.05% | −5,721−29.7% | 減碼 |
| Buffington Mohr McNeal | 13,702 | $63.6 萬 | 0.12% | −60.0% | 減碼 |
| Front Street Capital Management, Inc. | 13,746 | $63.8 萬 | 0.12% | −12,450−47.5% | 減碼 |
| Monument Capital Management | 13,746 | $63.8 萬 | 0.22% | +8,522+163.1% | 加碼 |
| Sheets Smith Wealth Management | 13,857 | $64.3 萬 | 0.09% | +206+1.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 13,880 | $64.4 萬 | 0.12% | +13,880 | 新進 |
| Webster Bank, N. A. | 13,913 | $64.5 萬 | 0.07% | −650−4.5% | 減碼 |
| Sharkey, Howes & Javer | 13,902 | $64.5 萬 | 0.17% | 00.0% | 不變 |
| Osterweis Capital Management Inc | 13,896 | $64.5 萬 | 0.04% | +4,141+42.5% | 加碼 |
| FDx Advisors, Inc. | 13,986 | $64.9 萬 | 0.02% | −9,303−39.9% | 減碼 |
| IHT Wealth Management, LLC | 13,982 | $64.9 萬 | 0.05% | −5,990−30.0% | 減碼 |
| X-Square Capital, LLC | 13,982 | $64.9 萬 | 0.34% | +1,014+7.8% | 加碼 |
| ARGI Investment Services, LLC | 14,050 | $65.2 萬 | 0.02% | −385−2.7% | 減碼 |
| Canandaigua National Corp | 14,062 | $65.3 萬 | 0.11% | +83+0.6% | 加碼 |
| 17 Capital Partners, LLC | 14,150 | $65.7 萬 | 0.62% | −1,400−9.0% | 減碼 |
| Shakespeare Wealth Management, Inc. | 13,981 | $65.7 萬 | 0.25% | +272+2.0% | 加碼 |
| Tobam | 14,156 | $65.7 萬 | 0.03% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 14,177 | $65.8 萬 | 0.00% | −4,885−25.6% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 14,231 | $66.0 萬 | 0.20% | −3,014−17.5% | 減碼 |
| Harbor Investment Advisory, LLC | 14,246 | $66.1 萬 | 0.09% | −1,411−9.0% | 減碼 |
| RGT Wealth Advisors, LLC | 14,283 | $66.3 萬 | 0.13% | +738+5.4% | 加碼 |
| Castle Rock Wealth Management, LLC | 13,068 | $66.5 萬 | 0.23% | −6,160−32.0% | 減碼 |
| HBK Sorce Advisory LLC | 14,332 | $66.5 萬 | 0.04% | +285+2.0% | 加碼 |
| Cannell Peter B & Co Inc | 14,330 | $66.5 萬 | 0.02% | +350+2.5% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 14,350 | $66.6 萬 | 0.09% | −4,250−22.8% | 減碼 |
| First Midwest Bank Trust Division | 14,363 | $66.6 萬 | 0.09% | −19−0.1% | 減碼 |
| Sittner & Nelson, LLC | 14,342 | $66.6 萬 | 0.43% | +1,183+9.0% | 加碼 |
| Lantz Financial LLC | 14,447 | $67.0 萬 | 0.34% | −156−1.1% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 14,505 | $67.3 萬 | 0.18% | 00.0% | 不變 |
| RB Capital Management, LLC | 14,500 | $67.3 萬 | 0.25% | −20.0% | 減碼 |
| LexAurum Advisors, LLC | 14,554 | $67.5 萬 | 0.20% | −1,075−6.9% | 減碼 |
| Sunflower Bank, N.A. | 14,583 | $67.7 萬 | 0.10% | −3,529−19.5% | 減碼 |
| BBR Partners, LLC | 14,646 | $68.0 萬 | 0.06% | +2,672+22.3% | 加碼 |
| Trust Co of Vermont | 14,690 | $68.1 萬 | 0.05% | −460−3.0% | 減碼 |
| AIMZ Investment Advisors, LLC | 14,682 | $68.1 萬 | 0.31% | 00.0% | 不變 |
| Parsec Financial Management, Inc. | 13,692 | $68.3 萬 | 0.03% | −240−1.7% | 減碼 |
| Glenview Trust Co | 14,736 | $68.4 萬 | 0.03% | +4,345+41.8% | 加碼 |
| Childress Capital Advisors, LLC | 14,775 | $68.5 萬 | 0.28% | +5,709+63.0% | 加碼 |
| CenterStar Asset Management, LLC | – | $68.5 萬 | 0.53% | – | 新進 |
| International Assets Investment Management, LLC | 72,630 | $69.5 萬 | 0.12% | +23,355+47.4% | 加碼 |
| We Are One Seven, LLC | 13,588 | $69.5 萬 | 0.09% | +142+1.1% | 加碼 |
| Warren Averett Asset Management, LLC | 13,760 | $69.6 萬 | 0.06% | +32+0.2% | 加碼 |
| Diligent Investors, LLC | 15,387 | $69.7 萬 | 0.24% | 00.0% | 不變 |
| Neo Ivy Capital Management | 27,277 | $69.8 萬 | 0.80% | +27,277 | 新進 |
| North Star Investment Management Corp. | 15,051 | $69.9 萬 | 0.06% | +72+0.5% | 加碼 |
| Woodmont Investment Counsel LLC | 15,092 | $70.0 萬 | 0.10% | −819−5.1% | 減碼 |
| Burke & Herbert Bank & Trust Co | 15,135 | $70.3 萬 | 0.45% | −255−1.7% | 減碼 |
| Abbrea Capital, LLC | 15,231 | $70.7 萬 | 0.11% | +1,150+8.2% | 加碼 |
| AlphaStar Capital Management, LLC | 14,064 | $70.8 萬 | 0.05% | +3,324+30.9% | 加碼 |
| IVC Wealth Advisors LLC | 15,295 | $71.0 萬 | 0.49% | +8+0.1% | 加碼 |
| Citizens Financial Group Inc | 15,392 | $71.4 萬 | 0.03% | −459−2.9% | 減碼 |
| Laird Norton Trust Company, LLC | 15,460 | $71.7 萬 | 0.07% | −2,287−12.9% | 減碼 |
| Barings LLC | 15,531 | $72.1 萬 | 0.02% | −6,021−27.9% | 減碼 |
| Apollon Wealth Management, LLC | 15,565 | $72.2 萬 | 0.10% | +568+3.8% | 加碼 |
| RMB Capital Management, LLC | 15,576 | $72.3 萬 | 0.02% | +1,000+6.9% | 加碼 |
| Stonnington Group, LLC | 15,165 | $72.8 萬 | 0.16% | −650−4.1% | 減碼 |
| Brookstone Capital Management | 15,845 | $73.0 萬 | 0.01% | +648+4.3% | 加碼 |
| Smithfield Trust Co | 15,814 | $73.1 萬 | 0.05% | −200−1.2% | 減碼 |
| Vident Investment Advisory, LLC | 15,872 | $73.6 萬 | 0.02% | +3,569+29.0% | 加碼 |
| Wimmer Associates 1, LLC | 15,876 | $73.7 萬 | 0.44% | −340−2.1% | 減碼 |
| Element Wealth, LLC | 15,892 | $73.8 萬 | 0.59% | −30−0.2% | 減碼 |
| Doliver Advisors, LP | 15,902 | $73.8 萬 | 0.25% | +250+1.6% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 15,922 | $73.9 萬 | 0.01% | +15,275+2,360.9% | 加碼 |
| Pacific Center for Financial Services | 15,975 | $74.1 萬 | 0.32% | +838+5.5% | 加碼 |
| Bristlecone Advisors, LLC | 15,987 | $74.2 萬 | 0.10% | −443−2.7% | 減碼 |
| Waddell & Associates, LLC | 15,979 | $74.2 萬 | 0.13% | −138−0.9% | 減碼 |
| Colony Group LLC | 15,985 | $74.2 萬 | 0.01% | +1,101+7.4% | 加碼 |
| Steel Peak Wealth Management LLC | 15,999 | $74.3 萬 | 0.05% | −894−5.3% | 減碼 |
| Altfest L J & Co Inc | 16,004 | $74.3 萬 | 0.16% | +41+0.3% | 加碼 |
| Latitude Advisors, LLC | 16,057 | $74.5 萬 | 0.24% | +8,211+104.7% | 加碼 |
| Central Trust Co | 16,098 | $74.8 萬 | 0.03% | −545−3.3% | 減碼 |
| Legacy Capital Partners, Inc. | 16,175 | $75.1 萬 | 0.27% | −4,428−21.5% | 減碼 |
| Sequent Asset Management, LLC | 16,231 | $75.3 萬 | 0.43% | −512−3.1% | 減碼 |
| Highlander Capital Management, LLC | 16,237 | $75.4 萬 | 0.38% | 00.0% | 不變 |