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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 16,402 | $76.1 萬 | 0.10% | 00.0% | 不變 |
| Biondo Investment Advisors, LLC | 16,388 | $76.4 萬 | 0.13% | +223+1.4% | 加碼 |
| Quest Capital Management Inc | 16,464 | $76.4 萬 | 0.15% | +617+3.9% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 16,501 | $76.6 萬 | 0.08% | −20,334−55.2% | 減碼 |
| Sippican Capital Advisors | 16,536 | $76.7 萬 | 0.66% | +206+1.3% | 加碼 |
| North Star Asset Management Inc | 16,548 | $76.8 萬 | 0.04% | −385−2.3% | 減碼 |
| GM Advisory Group, Inc. | 16,554 | $76.8 萬 | 0.08% | +300+1.8% | 加碼 |
| Bank of the West | 16,565 | $76.9 萬 | 0.08% | −1,095−6.2% | 減碼 |
| Vista Wealth Management Group, LLC | 16,570 | $76.9 萬 | 0.14% | +180+1.1% | 加碼 |
| XML Financial, LLC | 16,659 | $77.3 萬 | 0.10% | −27−0.2% | 減碼 |
| Murphy Pohlad Asset Management LLC | 16,690 | $77.4 萬 | 0.32% | 00.0% | 不變 |
| Hutner Capital Management Inc | 16,739 | $77.7 萬 | 0.51% | −375−2.2% | 減碼 |
| Tarbox Family Office, Inc. | 16,810 | $78.0 萬 | 0.14% | +87+0.5% | 加碼 |
| Integrated Advisors Network LLC | 16,822 | $78.1 萬 | 0.05% | −1,467−8.0% | 減碼 |
| Archford Capital Strategies, LLC | 16,902 | $78.4 萬 | 0.18% | +1,193+7.6% | 加碼 |
| Gyon Technologies Capital Management, LP | 17,106 | $79.4 萬 | 0.21% | +17,106 | 新進 |
| Soltis Investment Advisors LLC | 17,166 | $79.7 萬 | 0.12% | −462−2.6% | 減碼 |
| South State Corp. | 17,247 | $80.0 萬 | 0.07% | −461−2.6% | 減碼 |
| Keudell/Morrison Wealth Management | 17,286 | $80.2 萬 | 0.34% | −1,574−8.3% | 減碼 |
| Personal Capital Advisors Corp | 17,291 | $80.2 萬 | 0.00% | +188+1.1% | 加碼 |
| AdvisorNet Financial, Inc | 17,313 | $80.3 萬 | 0.06% | −5,407−23.8% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 17,332 | $80.4 萬 | 0.25% | +10.0% | 加碼 |
| Convergence Investment Partners, LLC | 17,453 | $81.0 萬 | 0.44% | −5,274−23.2% | 減碼 |
| Atlas Capital Advisors LLC | 17,468 | $81.1 萬 | 0.13% | +13,332+322.3% | 加碼 |
| Putnam Investments LLC | 17,502 | $81.2 萬 | 0.00% | +98+0.6% | 加碼 |
| Essex Savings Bank | 17,801 | $81.3 萬 | 0.30% | −292−1.6% | 減碼 |
| Newport Wealth Strategies, Inc. | 17,526 | $81.3 萬 | 0.49% | +52+0.3% | 加碼 |
| Northwest Investment Counselors, LLC | 17,556 | $81.5 萬 | 0.23% | −8,218−31.9% | 減碼 |
| Essex Financial Services, Inc. | 17,561 | $81.5 萬 | 0.09% | +172+1.0% | 加碼 |
| Summit Financial Group Inc | 17,785 | $82.6 萬 | 0.30% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 17,839 | $82.8 萬 | 0.02% | −2,855−13.8% | 減碼 |
| Chicago Capital, LLC | 17,844 | $82.8 萬 | 0.03% | 00.0% | 不變 |
| Cambridge Trust Co | 17,908 | $83.1 萬 | 0.03% | −431−2.4% | 減碼 |
| Pitcairn Co | 17,956 | $83.3 萬 | 0.06% | −515−2.8% | 減碼 |
| Manchester Capital Management LLC | 17,949 | $83.3 萬 | 0.11% | +1,200+7.2% | 加碼 |
| Legacy Financial Group LLC | 17,963 | $83.4 萬 | 0.25% | +5,154+40.2% | 加碼 |
| Koshinski Asset Management, Inc. | 17,974 | $83.4 萬 | 0.07% | +6,171+52.3% | 加碼 |
| Regents of the University of California | 18,106 | $84.0 萬 | 0.10% | 00.0% | 不變 |
| Budros, Ruhlin & Roe, Inc. | 18,112 | $84.1 萬 | 0.10% | −443−2.4% | 減碼 |
| GHP Investment Advisors, Inc. | 18,132 | $84.2 萬 | 0.07% | −54−0.3% | 減碼 |
| NEXT Financial Group, Inc | 18,201 | $84.5 萬 | 0.07% | −2,762−13.2% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 18,292 | $84.9 萬 | 0.15% | +2,255+14.1% | 加碼 |
| Logan Capital Management Inc | 18,319 | $85.0 萬 | 0.04% | −2,911−13.7% | 減碼 |
| Rathbone Brothers plc | 18,385 | $85.3 萬 | 0.01% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 18,423 | $85.5 萬 | 0.04% | −941−4.9% | 減碼 |
| Chilton Capital Management LLC | 18,453 | $85.6 萬 | 0.05% | +274+1.5% | 加碼 |
| Echo Street Capital Management LLC | 18,476 | $85.7 萬 | 0.01% | +18,476 | 新進 |
| People's United Financial, Inc. | 18,510 | $85.9 萬 | 0.02% | −640−3.3% | 減碼 |
| San Luis Wealth Advisors LLC | 18,511 | $85.9 萬 | 0.48% | +18,511 | 新進 |
| Prio Wealth Limited Partnership | 18,538 | $86.0 萬 | 0.03% | −2,715−12.8% | 減碼 |
| Triumph Capital Management | 18,698 | $86.8 萬 | 0.41% | +15+0.1% | 加碼 |
| Foresight Wealth Management, LLC | 18,769 | $87.1 萬 | 0.38% | +310+1.7% | 加碼 |
| Argent Advisors, Inc. | 18,800 | $87.3 萬 | 0.50% | +9,820+109.4% | 加碼 |
| Change Path, LLC | 18,958 | $88.0 萬 | 0.05% | +760+4.2% | 加碼 |
| Worth Venture Partners, LLC | 18,975 | $88.1 萬 | 0.40% | 00.0% | 不變 |
| First Bank & Trust | 19,001 | $88.2 萬 | 0.40% | 00.0% | 不變 |
| Glynn Capital Management LLC | 19,165 | $88.9 萬 | 0.08% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 19,252 | $89.3 萬 | 0.33% | +1,648+9.4% | 加碼 |
| Mutual Advisors, LLC | 19,298 | $89.6 萬 | 0.05% | −1,138−5.6% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 19,401 | $90.0 萬 | 0.52% | −40−0.2% | 減碼 |
| Prudent Man Advisors, LLC | 19,437 | $90.2 萬 | 0.34% | −150−0.8% | 減碼 |
| Simon Quick Advisors, LLC | 19,437 | $90.2 萬 | 0.23% | +16,702+610.7% | 加碼 |
| Kovack Advisors, Inc. | 19,458 | $90.3 萬 | 0.10% | +2,113+12.2% | 加碼 |
| Quadrant Capital Group LLC | 19,524 | $90.6 萬 | 0.13% | +1,660+9.3% | 加碼 |
| Marks Group Wealth Management, Inc | 19,602 | $90.8 萬 | 0.12% | +3,409+21.1% | 加碼 |
| B. Riley Wealth Management, Inc. | 19,642 | $91.2 萬 | 0.07% | +19,642 | 新進 |
| First Mercantile Trust Co | 19,686 | $91.4 萬 | 0.12% | −14,152−41.8% | 減碼 |
| Ameritas Investment Company, LLC | 19,693 | $91.4 萬 | 0.04% | +12,182+162.2% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 19,717 | $91.5 萬 | 0.24% | +278+1.4% | 加碼 |
| Fulton Bank, N.A. | 19,796 | $91.9 萬 | 0.04% | +5,893+42.4% | 加碼 |
| InterOcean Capital Group, LLC | 19,885 | $92.3 萬 | 0.05% | 00.0% | 不變 |
| Adirondack Research & Management Inc. | 19,884 | $92.3 萬 | 1.12% | +10.0% | 加碼 |
| Barbara Oil Co. | 20,000 | $92.8 萬 | 0.44% | 00.0% | 不變 |
| Harbor Advisors LLC | 20,000 | $92.8 萬 | 0.19% | 00.0% | 不變 |
| Narwhal Capital Management | 20,018 | $92.9 萬 | 0.12% | +2,381+13.5% | 加碼 |
| Claraphi Advisory Network, LLC | 20,067 | $93.1 萬 | 0.33% | −2,050−9.3% | 減碼 |
| Mengis Capital Management, Inc. | 20,224 | $93.8 萬 | 0.20% | −7,300−26.5% | 減碼 |
| Duncker Streett & Co Inc | 20,253 | $94.0 萬 | 0.18% | −5,295−20.7% | 減碼 |
| Salem Investment Counselors Inc | 20,330 | $94.4 萬 | 0.05% | +342+1.7% | 加碼 |
| Equitable Holdings, Inc. | 20,391 | $94.6 萬 | 0.02% | −523−2.5% | 減碼 |
| Centiva Capital, LP | 20,455 | $95.0 萬 | 0.08% | −105,321−83.7% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 20,533 | $95.3 萬 | 0.45% | 00.0% | 不變 |
| qPULA Trading Management LP | 20,642 | $95.8 萬 | 1.50% | +20,642 | 新進 |
| Investors Research Corp | 20,661 | $95.9 萬 | 0.32% | +35+0.2% | 加碼 |
| USA Financial Portformulas Corp | 20,689 | $96.0 萬 | 0.86% | +19,539+1,699.0% | 加碼 |
| Tower Bridge Advisors | 20,750 | $96.3 萬 | 0.06% | −200−1.0% | 減碼 |
| Park Avenue Securities LLC | 20,770 | $96.4 萬 | 0.02% | +2,064+11.0% | 加碼 |
| First City Capital Management, Inc. | 20,896 | $97.0 萬 | 0.55% | −96−0.5% | 減碼 |
| Bremer Bank National Association | 20,990 | $97.4 萬 | 0.19% | −690−3.2% | 減碼 |
| Accredited Investors Inc. | 21,208 | $98.4 萬 | 0.11% | −779−3.5% | 減碼 |
| Heartland Bank & Trust Co | 21,199 | $98.4 萬 | 0.85% | +21,199 | 新進 |
| Ritholtz Wealth Management | 21,231 | $98.5 萬 | 0.07% | +816+4.0% | 加碼 |
| Davidson Trust Co | 21,254 | $98.7 萬 | 0.75% | −754−3.4% | 減碼 |
| Principle Wealth Partners LLC | 21,364 | $99.2 萬 | 0.11% | −100.0% | 減碼 |
| Jones Financial Companies LLLP | 21,404 | $99.3 萬 | 0.00% | +3,399+18.9% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 21,412 | $99.4 萬 | 0.03% | 00.0% | 不變 |
| Washington Trust Bank | 21,488 | $99.7 萬 | 0.12% | −2,317−9.7% | 減碼 |
| Evergreen Capital Management LLC | 21,567 | $100.1 萬 | 0.05% | +10,072+87.6% | 加碼 |
| Intersect Capital LLC | 21,634 | $100.4 萬 | 0.17% | −2,505−10.4% | 減碼 |
| HighTower Trust Services, LTA | 21,636 | $100.4 萬 | 0.12% | +349+1.6% | 加碼 |