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 |
|---|---|---|---|---|---|
| Balentine LLC | 26,451 | $126.9 萬 | 0.04% | +2,380+9.9% | 加碼 |
| Martin & Co Inc | 26,504 | $127.2 萬 | 0.29% | −8,246−23.7% | 減碼 |
| WP Advisors, LLC | 26,530 | $127.3 萬 | 0.53% | −215−0.8% | 減碼 |
| Holderness Investments Co | 26,608 | $127.7 萬 | 0.38% | −130.0% | 減碼 |
| Vista Investment Management | 26,634 | $127.8 萬 | 0.69% | −773−2.8% | 減碼 |
| Two Sigma Securities, LLC | 26,868 | $128.9 萬 | 0.25% | +20,694+335.2% | 加碼 |
| First Horizon Advisors, Inc. | 26,995 | $129.4 萬 | 0.04% | −1,096−3.9% | 減碼 |
| Virtue Capital Management, LLC | 26,964 | $129.4 萬 | 0.19% | +52+0.2% | 加碼 |
| Gamble Jones Investment Counsel | 27,115 | $130.1 萬 | 0.08% | +100+0.4% | 加碼 |
| Wright Investors Service Inc | 27,119 | $130.1 萬 | 0.33% | +27,119 | 新進 |
| Markston International LLC | 27,146 | $130.2 萬 | 1.31% | −8,483−23.8% | 減碼 |
| Northside Capital Management, LLC | 27,127 | $130.2 萬 | 0.34% | 00.0% | 不變 |
| Analyst IMS Investment Management Services Ltd. | 27,059 | $130.2 萬 | 0.12% | +1,729+6.8% | 加碼 |
| Engine No. 1 LLC | 27,317 | $131.1 萬 | 0.27% | +5,189+23.4% | 加碼 |
| Rockland Trust Co | 27,423 | $131.6 萬 | 0.08% | −3,232−10.5% | 減碼 |
| Ironwood Investment Counsel, LLC | 27,432 | $131.6 萬 | 0.30% | +2,232+8.9% | 加碼 |
| Hancock Whitney Corp | 27,449 | $131.7 萬 | 0.04% | −539−1.9% | 減碼 |
| 1st Source Bank | 27,494 | $131.9 萬 | 0.08% | −4,133−13.1% | 減碼 |
| First Financial Bank - Trust Division | 27,528 | $132.1 萬 | 0.13% | −269−1.0% | 減碼 |
| Michael B. Yongue | 27,574 | $132.3 萬 | 0.88% | +591+2.2% | 加碼 |
| Ruffer LLP | 26,000 | $132.3 萬 | 0.03% | 00.0% | 不變 |
| Pflug Koory, LLC | 27,618 | $132.5 萬 | 0.67% | −85−0.3% | 減碼 |
| Modera Wealth Management, LLC | 27,739 | $133.1 萬 | 0.05% | +21,642+355.0% | 加碼 |
| CAPROCK Group, Inc. | 27,789 | $133.3 萬 | 0.11% | −2,852−9.3% | 減碼 |
| Citizens National Bank Trust Department | 27,903 | $133.9 萬 | 0.51% | −5,937−17.5% | 減碼 |
| Washington Trust Co | 27,917 | $134.0 萬 | 0.05% | −5,774−17.1% | 減碼 |
| Stratos Wealth Advisors, LLC | 28,007 | $134.4 萬 | 0.10% | +1,137+4.2% | 加碼 |
| Excalibur Management Corp | 28,100 | $134.8 萬 | 0.54% | −500−1.7% | 減碼 |
| Sawtooth Solutions, LLC | 28,078 | $134.8 萬 | 0.15% | +16,208+136.5% | 加碼 |
| Monarch Capital Management Inc | 28,171 | $135.2 萬 | 0.35% | −1,500−5.1% | 減碼 |
| Cowen and Company, LLC | 28,241 | $135.5 萬 | 0.13% | +23,819+538.6% | 加碼 |
| Shelton Wealth Management, LLC | 28,311 | $135.8 萬 | 1.07% | +28,311 | 新進 |
| Palladium Partners LLC | 28,374 | $136.1 萬 | 0.06% | +110.0% | 加碼 |
| Credit Agricole S A | 28,462 | $136.6 萬 | 0.05% | −42,147−59.7% | 減碼 |
| Redwood Investment Management, LLC | 28,396 | $136.6 萬 | 0.18% | +18,816+196.4% | 加碼 |
| Valley National Advisers Inc | 28,491 | $136.7 萬 | 0.25% | −422−1.5% | 減碼 |
| NVWM, LLC | 28,718 | $137.8 萬 | 0.43% | +978+3.5% | 加碼 |
| Sawyer & Company, Inc | 28,825 | $138.3 萬 | 0.60% | −2,615−8.3% | 減碼 |
| First Citizens Bank & Trust Co | 28,913 | $138.7 萬 | 0.05% | −1,382−4.6% | 減碼 |
| Silvercrest Asset Management Group LLC | 28,917 | $138.7 萬 | 0.01% | +480+1.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 28,943 | $138.9 萬 | 0.15% | +647+2.3% | 加碼 |
| FDx Advisors, Inc. | 29,038 | $139.3 萬 | 0.04% | +15,052+107.6% | 加碼 |
| Choate Investment Advisors | 29,099 | $139.6 萬 | 0.08% | −1,523−5.0% | 減碼 |
| Zeke Capital Advisors, LLC | 29,125 | $139.7 萬 | 0.08% | −6,757−18.8% | 減碼 |
| Silicon Valley Community Foundation | 29,234 | $140.3 萬 | 0.09% | +29,234 | 新進 |
| Patton Fund Management, Inc. | 29,231 | $140.3 萬 | 0.43% | −11,113−27.5% | 減碼 |
| Carnegie Capital Asset Management, LLC | 29,250 | $140.3 萬 | 0.05% | +574+2.0% | 加碼 |
| Arden Trust Co | 29,251 | $140.3 萬 | 0.24% | +2,284+8.5% | 加碼 |
| Peak Asset Management, LLC | 29,257 | $140.4 萬 | 0.32% | −40−0.1% | 減碼 |
| Gilbert & Cook, Inc. | 29,376 | $140.9 萬 | 0.23% | +738+2.6% | 加碼 |
| Leavell Investment Management, Inc. | 29,487 | $141.5 萬 | 0.09% | −1,995−6.3% | 減碼 |
| Marco Investment Management LLC | 29,798 | $143.0 萬 | 0.14% | −143−0.5% | 減碼 |
| Bartlett & Co. LLC | 29,814 | $143.0 萬 | 0.02% | +2,009+7.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 29,814 | $143.0 萬 | 0.02% | +2,009+7.2% | 加碼 |
| Stonegate Investment Group, LLC | 29,830 | $143.1 萬 | 0.06% | +29,830 | 新進 |
| Mystic Asset Management, Inc. | 29,897 | $143.4 萬 | 0.68% | +29,897 | 新進 |
| Congress Wealth Management LLC | 29,929 | $143.6 萬 | 0.03% | +29,929 | 新進 |
| King Luther Capital Management Corp | 30,215 | $145.0 萬 | 0.01% | −1,453−4.6% | 減碼 |
| Citadel Investment Advisory, Inc. | 30,216 | $145.0 萬 | 0.85% | −150−0.5% | 減碼 |
| Gotham Asset Management, LLC | 30,290 | $145.3 萬 | 0.05% | −36,816−54.9% | 減碼 |
| Jackson Hole Capital Partners, LLC | 30,281 | $145.3 萬 | 0.46% | −9,036−23.0% | 減碼 |
| Parallel Advisors, LLC | 30,290 | $145.3 萬 | 0.05% | +1,373+4.7% | 加碼 |
| Meridian Investment Counsel Inc. | 30,515 | $146.4 萬 | 0.49% | +30.0% | 加碼 |
| Hoylecohen, LLC | 30,560 | $146.6 萬 | 0.12% | −1,157−3.6% | 減碼 |
| DuPont Capital Management Corp | 30,601 | $146.8 萬 | 0.05% | −6,101−16.6% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,600 | $146.8 萬 | 0.08% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 30,901 | $148.3 萬 | 0.17% | −2,245−6.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 31,008 | $148.7 萬 | 0.13% | +31,008 | 新進 |
| Venture Visionary Partners LLC | 31,017 | $148.8 萬 | 0.10% | +1,679+5.7% | 加碼 |
| Banque Cantonale Vaudoise | 31,050 | $148.9 萬 | 0.06% | 00.0% | 不變 |
| Scott & Selber, Inc. | 31,110 | $149.3 萬 | 0.53% | +40.0% | 加碼 |
| Claris Advisors, LLC | 31,372 | $150.5 萬 | 1.59% | +31,372 | 新進 |
| Thomasville National Bank | 31,411 | $150.7 萬 | 0.14% | −75−0.2% | 減碼 |
| Integrated Wealth Concepts LLC | 31,461 | $150.9 萬 | 0.04% | −4,461−12.4% | 減碼 |
| Tradition Wealth Management, LLC | 31,556 | $151.4 萬 | 0.19% | −195−0.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 31,641 | $151.8 萬 | 0.06% | −166−0.5% | 減碼 |
| Peterson Financial Group, Inc. | 31,779 | $152.5 萬 | 1.24% | +31,779 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 31,853 | $152.8 萬 | 0.29% | +9,995+45.7% | 加碼 |
| Koss-Olinger Consulting, LLC | 31,917 | $153.1 萬 | 0.24% | +2,272+7.7% | 加碼 |
| Fiera Capital Corp | 31,971 | $153.4 萬 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 31,500 | $153.6 萬 | 0.08% | +2,198+7.5% | 加碼 |
| Chicago Partners Investment Group LLC | 26,664 | $154.3 萬 | 0.11% | +1,818+7.3% | 加碼 |
| Schechter Investment Advisors, LLC | 32,165 | $154.3 萬 | 0.14% | +32,165 | 新進 |
| Bank Hapoalim BM | 32,178 | $154.4 萬 | 0.16% | −3,555−9.9% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $154.5 萬 | 0.47% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 32,253 | $154.7 萬 | 0.05% | −2,743−7.8% | 減碼 |
| TriaGen Wealth Management LLC | 32,263 | $154.8 萬 | 0.76% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 32,296 | $155.0 萬 | 0.61% | −1,153−3.4% | 減碼 |
| Circle Wealth Management, LLC | 32,347 | $155.2 萬 | 0.20% | −4,102−11.3% | 減碼 |
| Winton Group Ltd | 32,386 | $155.4 萬 | 0.09% | −5,804−15.2% | 減碼 |
| Sterneck Capital Management, LLC | 32,386 | $155.4 萬 | 0.92% | −148−0.5% | 減碼 |
| Signaturefd, LLC | 32,537 | $156.1 萬 | 0.05% | +9,337+40.2% | 加碼 |
| Grimes & Company, Inc. | 32,582 | $156.3 萬 | 0.07% | +65+0.2% | 加碼 |
| Rothschild Investment Corp | 32,973 | $158.2 萬 | 0.12% | −50−0.2% | 減碼 |
| Intrinsic Value Partners, LLC | 33,139 | $159.0 萬 | 1.70% | +33,139 | 新進 |
| Lee Financial Co | 33,177 | $159.2 萬 | 0.30% | −70.0% | 減碼 |
| Private Trust Co NA | 33,380 | $160.2 萬 | 0.22% | −1,973−5.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 33,592 | $161.2 萬 | 0.10% | +20.0% | 加碼 |
| HB Wealth Management, LLC | 33,597 | $161.2 萬 | 0.03% | +33,597 | 新進 |
| Founders Financial Securities LLC | 33,742 | $161.9 萬 | 0.29% | −214−0.6% | 減碼 |