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 4 季 13F 持有人
Wells Fargo & Company 在 2021/12/31 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
- 2,079
- 較 2021 年第 3 季 +200 家
- 持有股數
- 28.2 億
- 較 2021 年第 3 季 −7,206 萬 (−2.5%)
- 總市值
- $1,351 億
- 較 2021 年第 3 季 +$11.6 億 (+0.9%)
- 新進機構
- 306
- 另有 681 家加碼
- 清倉機構
- 106
- 另有 807 家減碼
另有 34 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Garrison Point Advisors, LLC | 16,390 | $78.6 萬 | 0.52% | +3,000+22.4% | 加碼 |
| Bristlecone Advisors, LLC | 16,428 | $78.8 萬 | 0.09% | +441+2.8% | 加碼 |
| Biondo Investment Advisors, LLC | 16,388 | $78.9 萬 | 0.13% | 00.0% | 不變 |
| Lantz Financial LLC | 16,447 | $78.9 萬 | 0.36% | +2,000+13.8% | 加碼 |
| Abbrea Capital, LLC | 16,551 | $79.4 萬 | 0.11% | +1,320+8.7% | 加碼 |
| American Trust | 16,551 | $79.4 萬 | 0.06% | +16,551 | 新進 |
| Vista Wealth Management Group, LLC | 16,570 | $79.5 萬 | 0.13% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 16,659 | $79.9 萬 | 0.07% | +105+0.6% | 加碼 |
| Murphy Pohlad Asset Management LLC | 16,690 | $80.0 萬 | 0.31% | 00.0% | 不變 |
| HBK Investments L P | 16,697 | $80.1 萬 | 0.02% | +9,517+132.5% | 加碼 |
| Hutner Capital Management Inc | 16,739 | $80.3 萬 | 0.47% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 16,834 | $80.8 萬 | 0.02% | +962+6.1% | 加碼 |
| Putnam Investments LLC | 16,852 | $80.9 萬 | 0.00% | −650−3.7% | 減碼 |
| Mainstay Capital Management LLC | 16,862 | $81.0 萬 | 0.25% | +16,862 | 新進 |
| Western Wealth Management, LLC | 17,031 | $81.3 萬 | 0.08% | +17,031 | 新進 |
| Archford Capital Strategies, LLC | 16,978 | $81.5 萬 | 0.19% | +76+0.4% | 加碼 |
| Coastal Bridge Advisors, LLC | 20,842 | $81.5 萬 | 0.17% | +10,396+99.5% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 17,071 | $81.9 萬 | 0.09% | −1,041−5.7% | 減碼 |
| Personal Capital Advisors Corp | 17,130 | $82.0 萬 | 0.00% | −161−0.9% | 減碼 |
| XML Financial, LLC | 17,149 | $82.3 萬 | 0.10% | +490+2.9% | 加碼 |
| Connective Portfolio Management, LLC | 17,175 | $82.4 萬 | 1.45% | +17,175 | 新進 |
| Soltis Investment Advisors LLC | 17,185 | $82.5 萬 | 0.12% | +19+0.1% | 加碼 |
| Richwood Investment Advisors, LLC | 17,195 | $82.5 萬 | 0.72% | +17,195 | 新進 |
| Manchester Capital Management LLC | 17,237 | $82.7 萬 | 0.11% | −712−4.0% | 減碼 |
| Legacy Capital Partners, Inc. | 17,290 | $83.0 萬 | 0.27% | +1,115+6.9% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 17,334 | $83.2 萬 | 0.25% | +20.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 17,430 | $83.6 萬 | 0.06% | −7,390−29.8% | 減碼 |
| Legacy Financial Group LLC | – | $83.7 萬 | 0.36% | – | – |
| Convergence Investment Partners, LLC | 17,451 | $83.7 萬 | 0.43% | −20.0% | 減碼 |
| Chicago Capital, LLC | 17,544 | $84.2 萬 | 0.03% | −300−1.7% | 減碼 |
| Rathbone Brothers plc | 17,570 | $84.3 萬 | 0.01% | −815−4.4% | 減碼 |
| Northwest Investment Counselors, LLC | 17,561 | $84.3 萬 | 0.21% | +50.0% | 加碼 |
| South State Corp. | 17,571 | $84.3 萬 | 0.07% | +324+1.9% | 加碼 |
| RMB Capital Management, LLC | 17,576 | $84.3 萬 | 0.03% | +2,000+12.8% | 加碼 |
| Essex Savings Bank | 17,591 | $84.4 萬 | 0.29% | −210−1.2% | 減碼 |
| Quest Capital Management Inc | 17,594 | $84.4 萬 | 0.15% | +1,130+6.9% | 加碼 |
| LWM Advisory Services, LLC | 17,586 | $84.4 萬 | 1.05% | +17,586 | 新進 |
| Pitcairn Co | 17,634 | $84.6 萬 | 0.05% | −322−1.8% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 17,660 | $84.7 萬 | 0.11% | +3,310+23.1% | 加碼 |
| Cladis Investment Advisory, LLC | 17,668 | $84.8 萬 | 0.68% | +17,668 | 新進 |
| Zacks Investment Management | 17,734 | $85.0 萬 | 0.01% | +7,495+73.2% | 加碼 |
| Essex Financial Services, Inc. | 17,732 | $85.1 萬 | 0.08% | +171+1.0% | 加碼 |
| Econ Financial Services Corp | 17,733 | $85.1 萬 | 0.64% | +17,733 | 新進 |
| Summit Financial Group Inc | 17,785 | $85.3 萬 | 0.28% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 17,828 | $85.5 萬 | 0.06% | −373−2.0% | 減碼 |
| Douglass Winthrop Advisors, LLC | 17,839 | $85.6 萬 | 0.02% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 17,891 | $85.8 萬 | 0.00% | +3,714+26.2% | 加碼 |
| Barbara Oil Co. | 18,000 | $86.4 萬 | 0.37% | −2,000−10.0% | 減碼 |
| Warren Averett Asset Management, LLC | 14,842 | $86.5 萬 | 0.07% | +1,082+7.9% | 加碼 |
| Brookstone Capital Management | 15,831 | $86.7 萬 | 0.02% | −14−0.1% | 減碼 |
| Regents of the University of California | 18,106 | $86.9 萬 | 0.12% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 18,152 | $87.1 萬 | 0.07% | +178+1.0% | 加碼 |
| Csenge Advisory Group | 19,239 | $87.4 萬 | 0.08% | +5,721+42.3% | 加碼 |
| GHP Investment Advisors, Inc. | 18,244 | $87.5 萬 | 0.06% | +112+0.6% | 加碼 |
| Logan Capital Management Inc | 18,419 | $88.4 萬 | 0.04% | +100+0.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 18,482 | $88.7 萬 | 0.07% | −5,344−22.4% | 減碼 |
| Mutual Advisors, LLC | 18,540 | $89.0 萬 | 0.05% | −758−3.9% | 減碼 |
| Trust Co | 18,573 | $89.1 萬 | 0.21% | +8,488+84.2% | 加碼 |
| InterOcean Capital Group, LLC | 18,785 | $90.1 萬 | 0.04% | −1,100−5.5% | 減碼 |
| Foresight Wealth Management, LLC | 18,770 | $90.1 萬 | 0.34% | +10.0% | 加碼 |
| C2C Wealth Management, LLC | 18,791 | $90.2 萬 | 0.13% | +18,791 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 18,849 | $90.4 萬 | 0.15% | +557+3.0% | 加碼 |
| SeaBridge Investment Advisors LLC | 18,840 | $90.4 萬 | 0.29% | +18,840 | 新進 |
| Ameritas Advisory Services, LLC | 18,934 | $90.8 萬 | 0.03% | +18,934 | 新進 |
| First Bank & Trust | 18,990 | $91.1 萬 | 0.38% | −11−0.1% | 減碼 |
| People's United Financial, Inc. | 19,035 | $91.3 萬 | 0.02% | +525+2.8% | 加碼 |
| Triad Investment Management | 19,036 | $91.3 萬 | 0.83% | +19,036 | 新進 |
| Fulton Bank, N.A. | 19,141 | $91.9 萬 | 0.04% | −655−3.3% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 19,162 | $91.9 萬 | 0.30% | −90−0.5% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 19,165 | $92.0 萬 | 0.04% | −7,697−28.7% | 減碼 |
| Glynn Capital Management LLC | 19,165 | $92.0 萬 | 0.10% | 00.0% | 不變 |
| Argent Advisors, Inc. | 19,281 | $92.5 萬 | 0.50% | +481+2.6% | 加碼 |
| Prio Wealth Limited Partnership | 19,288 | $92.5 萬 | 0.03% | +750+4.0% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 19,401 | $93.1 萬 | 0.50% | 00.0% | 不變 |
| Change Path, LLC | 19,422 | $93.2 萬 | 0.05% | +464+2.4% | 加碼 |
| Principle Wealth Partners LLC | 19,470 | $93.4 萬 | 0.10% | −1,894−8.9% | 減碼 |
| Avestar Capital, LLC | 19,469 | $93.4 萬 | 0.17% | +5,871+43.2% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 19,482 | $93.5 萬 | 0.23% | −235−1.2% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 19,542 | $93.8 萬 | 0.65% | −150,000−88.5% | 減碼 |
| Loomis Sayles & Co L P | 19,632 | $94.2 萬 | 0.00% | +18,117+1,195.8% | 加碼 |
| We Are One Seven, LLC | 19,661 | $94.3 萬 | 0.10% | +6,073+44.7% | 加碼 |
| Equitable Holdings, Inc. | 19,742 | $94.7 萬 | 0.01% | −649−3.2% | 減碼 |
| Stonnington Group, LLC | 16,890 | $94.7 萬 | 0.20% | +1,725+11.4% | 加碼 |
| Integrated Advisors Network LLC | 19,860 | $95.3 萬 | 0.06% | +3,038+18.1% | 加碼 |
| KB Financial Partners, LLC | 19,897 | $95.5 萬 | 0.27% | −10,324−34.2% | 減碼 |
| IPG Investment Advisors LLC | 19,951 | $95.8 萬 | 0.17% | +19,951 | 新進 |
| Harbor Advisors LLC | 20,000 | $96.0 萬 | 0.18% | 00.0% | 不變 |
| Knuff & Co LLC | 20,000 | $96.0 萬 | 0.30% | +20,000 | 新進 |
| Coury Firm Asset Management LLC | 20,000 | $96.0 萬 | 0.73% | +20,000 | 新進 |
| Colony Group LLC | 20,089 | $96.4 萬 | 0.02% | +4,104+25.7% | 加碼 |
| LS Investment Advisors, LLC | 20,213 | $97.0 萬 | 0.15% | −33,011−62.0% | 減碼 |
| Simmons Bank | 20,222 | $97.0 萬 | 0.07% | −1,833−8.3% | 減碼 |
| Truehand, Inc | 20,271 | $97.2 萬 | 0.57% | −1,500−6.9% | 減碼 |
| Swarthmore Group Inc | 20,317 | $97.5 萬 | 0.23% | −21,752−51.7% | 減碼 |
| Narwhal Capital Management | 20,467 | $98.2 萬 | 0.11% | +449+2.2% | 加碼 |
| Quadrant Capital Group LLC | 20,510 | $98.4 萬 | 0.12% | +986+5.1% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 20,533 | $98.5 萬 | 0.43% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 20,529 | $98.5 萬 | 0.04% | +2,106+11.4% | 加碼 |
| Triumph Capital Management | 20,565 | $98.7 萬 | 0.43% | +1,867+10.0% | 加碼 |
| Quilter Plc | 19,496 | $98.9 萬 | 0.03% | −28,165−59.1% | 減碼 |