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 |
|---|---|---|---|---|---|
| Resource Management, LLC | 20,609 | $98.9 萬 | 0.10% | −2,284−10.0% | 減碼 |
| Investors Research Corp | 20,661 | $99.1 萬 | 0.30% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 20,651 | $99.1 萬 | 0.03% | +321+1.6% | 加碼 |
| Tower Bridge Advisors | 20,750 | $99.6 萬 | 0.06% | 00.0% | 不變 |
| IMA Wealth, Inc. | 20,919 | $100.4 萬 | 0.22% | +20,919 | 新進 |
| Proequities, Inc. | 20,952 | $100.5 萬 | 0.06% | −1,273−5.7% | 減碼 |
| Fulcrum Asset Management LLP | – | $100.6 萬 | 0.49% | – | – |
| Sequoia Financial Advisors, LLC | 21,016 | $100.8 萬 | 0.03% | +13,497+179.5% | 加碼 |
| Bremer Bank National Association | 21,070 | $101.1 萬 | 0.17% | +80+0.4% | 加碼 |
| Accredited Investors Inc. | 21,104 | $101.3 萬 | 0.09% | −104−0.5% | 減碼 |
| Optimas Capital Ltd | 21,135 | $101.4 萬 | 2.17% | +21,135 | 新進 |
| HighTower Trust Services, LTA | 21,223 | $101.8 萬 | 0.10% | −413−1.9% | 減碼 |
| Castle Rock Wealth Management, LLC | 19,135 | $102.4 萬 | 0.42% | +6,067+46.4% | 加碼 |
| Intersect Capital LLC | 21,392 | $102.6 萬 | 0.19% | −242−1.1% | 減碼 |
| Davidson Trust Co | 21,374 | $102.6 萬 | 0.70% | +120+0.6% | 加碼 |
| Cambridge Trust Co | 21,419 | $102.7 萬 | 0.03% | +3,511+19.6% | 加碼 |
| Investors Asset Management of Georgia Inc | 21,437 | $102.9 萬 | 0.49% | −409−1.9% | 減碼 |
| Appleton Partners Inc | 21,475 | $103.0 萬 | 0.08% | −225−1.0% | 減碼 |
| Washington Trust Bank | 21,488 | $103.1 萬 | 0.10% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 21,640 | $103.8 萬 | 0.77% | +441+2.1% | 加碼 |
| B. Riley Wealth Management, Inc. | 21,624 | $103.8 萬 | 0.07% | +1,982+10.1% | 加碼 |
| First National Trust Co | 21,676 | $104.0 萬 | 0.05% | −714−3.2% | 減碼 |
| Mengis Capital Management, Inc. | 21,725 | $104.2 萬 | 0.20% | +1,501+7.4% | 加碼 |
| RSM US Wealth Management LLC | 21,813 | $104.7 萬 | 0.05% | −458−2.1% | 減碼 |
| Aigen Investment Management, LP | 21,464 | $104.7 萬 | 0.06% | +21,464 | 新進 |
| Peoples Financial Services Corp. | 21,891 | $105.0 萬 | 0.41% | −100−0.5% | 減碼 |
| TrinityPoint Wealth, LLC | 21,931 | $105.2 萬 | 0.19% | −465−2.1% | 減碼 |
| Courier Capital LLC | 21,926 | $105.2 萬 | 0.10% | −300−1.3% | 減碼 |
| Lake Street Advisors Group, LLC | 21,915 | $105.2 萬 | 0.07% | +21,915 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 22,168 | $106.4 萬 | 0.15% | −612−2.7% | 減碼 |
| Arkadios Wealth Advisors | 22,256 | $106.8 萬 | 0.14% | −1,227−5.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 22,285 | $106.9 萬 | 0.52% | +22,285 | 新進 |
| Main Street Research LLC | 22,304 | $107.0 萬 | 0.08% | −952−4.1% | 減碼 |
| Alaethes Wealth LLC | 22,360 | $107.3 萬 | 0.68% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 22,391 | $107.4 萬 | 0.01% | +125+0.6% | 加碼 |
| Cumberland Advisors Inc | 22,400 | $107.5 萬 | 0.23% | −1,750−7.2% | 減碼 |
| N.E.W. Advisory Services LLC | 22,399 | $107.5 萬 | 0.16% | −223−1.0% | 減碼 |
| Rossmore Private Capital | 22,474 | $107.8 萬 | 0.17% | 00.0% | 不變 |
| First Capital Advisors Group, LLC. | 22,499 | $107.9 萬 | 0.59% | +22,499 | 新進 |
| Neumann Capital Management, LLC | 22,522 | $108.1 萬 | 0.44% | 00.0% | 不變 |
| American State Bank (Iowa) | 22,615 | $108.5 萬 | 0.75% | −885−3.8% | 減碼 |
| Erste Asset Management GmbH | 22,423 | $108.6 萬 | 0.02% | −158−0.7% | 減碼 |
| CoreFirst Bank & Trust | 22,707 | $109.0 萬 | 0.70% | −1,072−4.5% | 減碼 |
| Jones Financial Companies LLLP | 22,711 | $109.0 萬 | 0.00% | +1,307+6.1% | 加碼 |
| Rehmann Capital Advisory Group | 22,746 | $109.1 萬 | 0.10% | +956+4.4% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 22,792 | $109.4 萬 | 0.03% | +1,380+6.4% | 加碼 |
| Spinnaker Trust | 22,831 | $109.5 萬 | 0.07% | −30,220−57.0% | 減碼 |
| Carlson Capital Management | 22,888 | $109.8 萬 | 0.10% | +969+4.4% | 加碼 |
| Sage Rhino Capital LLC | 22,949 | $110.1 萬 | 0.31% | −539−2.3% | 減碼 |
| Hancock Whitney Investment Services Inc. | 22,985 | $110.3 萬 | 0.19% | +22,985 | 新進 |
| BLB&B Advisors, LLC | 23,048 | $110.6 萬 | 0.07% | −5,269−18.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 23,074 | $110.7 萬 | 0.04% | −525−2.2% | 減碼 |
| Sendero Wealth Management, LLC | 23,113 | $110.9 萬 | 0.49% | +23,113 | 新進 |
| Atlas Capital Advisors LLC | 23,141 | $111.0 萬 | 0.17% | +5,673+32.5% | 加碼 |
| Evergreen Capital Management LLC | 23,154 | $111.1 萬 | 0.04% | +1,587+7.4% | 加碼 |
| Coastal Investment Advisors, Inc. | 23,228 | $111.4 萬 | 0.25% | +99+0.4% | 加碼 |
| Fort Point Capital Partners LLC | 23,232 | $111.5 萬 | 0.16% | +11,447+97.1% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 23,305 | $111.8 萬 | 0.10% | −1,236−5.0% | 減碼 |
| Compton Capital Management Inc | 23,300 | $111.8 萬 | 0.29% | −700−2.9% | 減碼 |
| Marks Group Wealth Management, Inc | 23,393 | $112.5 萬 | 0.14% | +3,791+19.3% | 加碼 |
| Wakefield Asset Management LLLP | 23,770 | $114.0 萬 | 0.39% | +976+4.3% | 加碼 |
| Joel Isaacson & Co., LLC | 23,943 | $114.9 萬 | 0.08% | −80.0% | 減碼 |
| Jeppson Wealth Management, LLC | 24,001 | $115.2 萬 | 0.56% | −175−0.7% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,060 | $115.4 萬 | 0.01% | −1,101−4.4% | 減碼 |
| Nicolet Bankshares Inc | 24,162 | $115.9 萬 | 0.26% | −274−1.1% | 減碼 |
| Busey Wealth Management | 24,222 | $116.2 萬 | 0.04% | −1,050−4.2% | 減碼 |
| Quad-Cities Investment Group, LLC | 24,235 | $116.3 萬 | 0.73% | +30.0% | 加碼 |
| Hutchinson Capital Management | 24,284 | $116.5 萬 | 0.26% | −270−1.1% | 減碼 |
| Tealwood Asset Management Inc | 24,294 | $116.6 萬 | 0.47% | +40.0% | 加碼 |
| Laurel Wealth Advisors LLC | 24,329 | $116.7 萬 | 0.24% | 00.0% | 不變 |
| Park Avenue Securities LLC | 24,316 | $116.7 萬 | 0.02% | +3,546+17.1% | 加碼 |
| Investment Management Associates Inc | 24,364 | $116.9 萬 | 0.58% | −822−3.3% | 減碼 |
| Capital Investment Advisory Services, LLC | 24,421 | $117.2 萬 | 0.14% | −82−0.3% | 減碼 |
| Insight Advisors, LLC | 24,461 | $117.4 萬 | 0.35% | −214−0.9% | 減碼 |
| Cadinha & Co LLC | 24,472 | $117.4 萬 | 0.16% | −500−2.0% | 減碼 |
| GFG Capital, LLC | 24,473 | $117.4 萬 | 0.35% | +116+0.5% | 加碼 |
| First City Capital Management, Inc. | 20,896 | $117.7 萬 | 0.66% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 24,603 | $118.3 萬 | 0.13% | −81−0.3% | 減碼 |
| Wrapmanager Inc | 24,649 | $118.3 萬 | 0.30% | +632+2.6% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 24,663 | $118.3 萬 | 0.44% | +24,663 | 新進 |
| MBB Public Markets I LLC | 24,754 | $118.8 萬 | 0.02% | +24,754 | 新進 |
| Boltwood Capital Management | 24,780 | $118.9 萬 | 0.44% | −167−0.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 24,845 | $119.2 萬 | 0.04% | −1,320−5.0% | 減碼 |
| Telos Capital Management, Inc. | 24,927 | $119.6 萬 | 0.15% | +284+1.2% | 加碼 |
| Ritholtz Wealth Management | 24,973 | $119.8 萬 | 0.07% | +3,742+17.6% | 加碼 |
| Buffington Mohr McNeal | 25,033 | $120.1 萬 | 0.21% | +11,331+82.7% | 加碼 |
| American National Registered Investment Advisor, Inc. | 25,101 | $120.4 萬 | 0.40% | −60.0% | 減碼 |
| First National Bank Sioux Falls | 25,215 | $121.0 萬 | 1.29% | 00.0% | 不變 |
| Qtron Investments LLC | 25,483 | $122.3 萬 | 0.28% | 00.0% | 不變 |
| Quantinno Capital Management LP | 25,528 | $122.5 萬 | 0.22% | +15,503+154.6% | 加碼 |
| Aspiriant, LLC | 25,558 | $122.8 萬 | 0.07% | +842+3.4% | 加碼 |
| Centaurus Financial, Inc. | 25,605 | $122.9 萬 | 0.09% | +900+3.6% | 加碼 |
| Pathstone Family Office, LLC | 25,759 | $123.2 萬 | 0.03% | +2,788+12.1% | 加碼 |
| Goodwin Daniel L | 25,700 | $123.4 萬 | 0.54% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 25,745 | $123.5 萬 | 0.18% | +1,746+7.3% | 加碼 |
| Frontier Wealth Management LLC | 25,961 | $124.6 萬 | 0.08% | −6,869−20.9% | 減碼 |
| Clarius Group, LLC | 26,044 | $125.0 萬 | 0.10% | +1,177+4.7% | 加碼 |
| Boit C F David | 26,163 | $125.5 萬 | 0.80% | 00.0% | 不變 |
| Barings LLC | 26,308 | $126.3 萬 | 0.03% | +10,777+69.4% | 加碼 |
| Brighton Jones LLC | 26,421 | $126.8 萬 | 0.06% | +1,171+4.6% | 加碼 |