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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 53,649 | $161.9 萬 | 0.04% | +41,776+351.9% | 加碼 |
| Coldstream Capital Management Inc | 33,866 | $162.5 萬 | 0.05% | +15,190+81.3% | 加碼 |
| Roberts Wealth Advisors, LLC | 32,085 | $162.8 萬 | 0.59% | +1,410+4.6% | 加碼 |
| London Co of Virginia | 33,990 | $163.1 萬 | 0.01% | +2,897+9.3% | 加碼 |
| Avidian Wealth Solutions, LLC | 34,020 | $163.2 萬 | 0.10% | −1,349−3.8% | 減碼 |
| Independent Financial Group, LLC | 34,099 | $163.6 萬 | 0.14% | +3,329+10.8% | 加碼 |
| Assenagon Asset Management S.A. | 34,511 | $165.6 萬 | 0.01% | −457−1.3% | 減碼 |
| Duff & Phelps Investment Management Co | 34,640 | $166.2 萬 | 0.02% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 34,633 | $166.2 萬 | 0.08% | +22,748+191.4% | 加碼 |
| AF Advisors, Inc. | 35,040 | $168.1 萬 | 0.97% | 00.0% | 不變 |
| United Fire Group Inc | 35,086 | $168.3 萬 | 0.79% | −30,000−46.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 35,188 | $168.8 萬 | 0.23% | −32,275−47.8% | 減碼 |
| Brinker Capital Investments, LLC | 35,328 | $169.5 萬 | 0.02% | +24,121+215.2% | 加碼 |
| Carret Asset Management, LLC | 35,435 | $170.0 萬 | 0.19% | −230−0.6% | 減碼 |
| Trinity Financial Advisors LLC | 35,738 | $171.5 萬 | 1.01% | −1,280−3.5% | 減碼 |
| Bennett Selby Investments LP | 35,764 | $171.6 萬 | 0.99% | 00.0% | 不變 |
| Marotta Asset Management | 35,829 | $171.9 萬 | 0.39% | +750+2.1% | 加碼 |
| American Money Management, LLC | 36,111 | $173.3 萬 | 0.45% | +749+2.1% | 加碼 |
| Occidental Asset Management, LLC | 36,404 | $174.7 萬 | 0.42% | +1,033+2.9% | 加碼 |
| AlphaStar Capital Management, LLC | 30,240 | $175.6 萬 | 0.14% | +16,176+115.0% | 加碼 |
| NorthRock Partners, LLC | 36,643 | $175.8 萬 | 0.13% | −8,895−19.5% | 減碼 |
| Sunbelt Securities, Inc. | 29,965 | $176.0 萬 | 0.29% | −6,949−18.8% | 減碼 |
| Auxier Asset Management | 36,837 | $176.7 萬 | 0.27% | −40.0% | 減碼 |
| Sepio Capital, LP | 36,900 | $177.0 萬 | 0.13% | −2,025−5.2% | 減碼 |
| AMG National Trust Bank | 36,957 | $177.3 萬 | 0.05% | +39+0.1% | 加碼 |
| Smith Shellnut Wilson LLC | 37,053 | $177.8 萬 | 0.88% | +1,000+2.8% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 37,086 | $177.9 萬 | 0.98% | +1,019+2.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 37,103 | $178.0 萬 | 0.02% | −2,517−6.4% | 減碼 |
| Ancora Advisors, LLC | 37,160 | $178.3 萬 | 0.04% | −325−0.9% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,153 | $178.3 萬 | 0.31% | +100+0.3% | 加碼 |
| Yarbrough Capital, LLC | 37,485 | $179.9 萬 | 0.10% | +37,485 | 新進 |
| Vestmark Advisory Solutions, Inc. | 37,599 | $180.4 萬 | 0.10% | +1,821+5.1% | 加碼 |
| CPWM, LLC | 39,242 | $182.1 萬 | 0.14% | +39,242 | 新進 |
| Trust Co of Toledo NA | 38,060 | $182.6 萬 | 0.27% | −504−1.3% | 減碼 |
| Hedges Asset Management LLC | 38,100 | $182.8 萬 | 1.42% | +38,100 | 新進 |
| Miller Investment Management, LP | 38,182 | $183.2 萬 | 0.26% | 00.0% | 不變 |
| Empowered Funds, LLC | 38,174 | $183.2 萬 | 0.21% | +38,174 | 新進 |
| Brooks, Moore & Associates, Inc. | 38,445 | $184.5 萬 | 1.08% | 00.0% | 不變 |
| Bowling Portfolio Management LLC | 38,789 | $186.1 萬 | 0.39% | −46−0.1% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 38,843 | $186.4 萬 | 0.11% | −1,400−3.5% | 減碼 |
| Meristem Family Wealth, LLC | 39,005 | $187.1 萬 | 0.16% | +37+0.1% | 加碼 |
| 44 Wealth Management LLC | 39,042 | $187.3 萬 | 0.65% | −1,497−3.7% | 減碼 |
| Forum Financial Management, LP | 39,116 | $187.7 萬 | 0.10% | +39,116 | 新進 |
| Meiji Yasuda Life Insurance Co | 39,169 | $187.9 萬 | 0.03% | −9,138−18.9% | 減碼 |
| Heartland Advisors Inc | 39,312 | $188.6 萬 | 0.11% | +10,226+35.2% | 加碼 |
| Columbus Macro, LLC | 39,370 | $188.9 萬 | 0.63% | −5,214−11.7% | 減碼 |
| Diversified Trust Co | 39,449 | $189.3 萬 | 0.06% | +277+0.7% | 加碼 |
| PFS Investments Inc. | 39,503 | $189.5 萬 | 0.04% | +2,849+7.8% | 加碼 |
| Neville Rodie & Shaw Inc | 39,604 | $190.0 萬 | 0.13% | 00.0% | 不變 |
| One Capital Management, LLC | 39,647 | $190.2 萬 | 0.14% | −783−1.9% | 減碼 |
| Metis Global Partners, LLC | 39,910 | $191.5 萬 | 0.53% | +39,910 | 新進 |
| Strategic Wealth Advisors Group, LLC | 38,880 | $191.6 萬 | 0.09% | −2,463−6.0% | 減碼 |
| Anson Funds Management LP | 40,000 | $191.9 萬 | 0.26% | +40,000 | 新進 |
| Tokio Marine Asset Management Co Ltd | 40,167 | $192.7 萬 | 0.15% | +2,347+6.2% | 加碼 |
| Enterprise Trust & Investment Co | 40,175 | $192.8 萬 | 0.67% | −600−1.5% | 減碼 |
| Everett Harris & Co | 40,286 | $193.3 萬 | 0.03% | −925−2.2% | 減碼 |
| Spears Abacus Advisors LLC | 40,380 | $193.7 萬 | 0.13% | −28−0.1% | 減碼 |
| Resources Investment Advisors, LLC. | 40,722 | $195.4 萬 | 0.07% | −5,083−11.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 40,754 | $195.5 萬 | 0.07% | +101+0.2% | 加碼 |
| United Asset Strategies, Inc. | 40,917 | $196.3 萬 | 0.23% | −1,327−3.1% | 減碼 |
| Hollow Brook Wealth Management LLC | 40,924 | $196.4 萬 | 1.01% | +1,995+5.1% | 加碼 |
| JT Stratford LLC | 41,009 | $196.8 萬 | 0.54% | +898+2.2% | 加碼 |
| Meridian Wealth Partners, LLC | 41,051 | $196.9 萬 | 0.39% | −95−0.2% | 減碼 |
| Cohen Investment Advisors LLC | 41,358 | $198.4 萬 | 1.41% | +780+1.9% | 加碼 |
| Northwest Capital Management Inc | 35,222 | $198.4 萬 | 0.94% | −938−2.6% | 減碼 |
| Cypress Wealth Services, LLC | 41,788 | $200.5 萬 | 0.55% | −5,421−11.5% | 減碼 |
| Trust Asset Management LLC | 41,814 | $200.6 萬 | 0.25% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 41,976 | $201.4 萬 | 0.24% | −280−0.7% | 減碼 |
| Lincoln National Corp | 42,018 | $201.6 萬 | 0.04% | +3,902+10.2% | 加碼 |
| Moody Aldrich Partners LLC | 42,069 | $201.8 萬 | 0.28% | −12,113−22.4% | 減碼 |
| 6 Meridian | 42,055 | $201.8 萬 | 0.15% | −482−1.1% | 減碼 |
| Evercore Wealth Management, LLC | 42,284 | $202.8 萬 | 0.03% | −1,938−4.4% | 減碼 |
| Oldfather Financial Services, LLC | 34,887 | $202.8 萬 | 1.06% | +105+0.3% | 加碼 |
| NBT Bank N A | 42,289 | $202.9 萬 | 0.26% | −1,365−3.1% | 減碼 |
| CenterStar Asset Management, LLC | – | $203.1 萬 | 1.55% | – | – |
| Sterling Investment Management, Inc. | 42,378 | $203.3 萬 | 1.27% | −623−1.4% | 減碼 |
| Gs Investments, Inc. | 42,400 | $203.4 萬 | 0.98% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 42,505 | $203.9 萬 | 0.15% | +45+0.1% | 加碼 |
| Triangle Securities Wealth Management | 43,292 | $207.7 萬 | 0.65% | +720+1.7% | 加碼 |
| Cornerstone Investment Partners, LLC | 43,873 | $210.5 萬 | 0.12% | −962−2.1% | 減碼 |
| Laurel Wealth Advisors, Inc. | 43,883 | $210.5 萬 | 0.16% | +18,919+75.8% | 加碼 |
| Lockheed Martin Investment Management Co | 44,000 | $211.1 萬 | 0.11% | −45,490−50.8% | 減碼 |
| SkyView Investment Advisors, LLC | 29,888 | $211.5 萬 | 0.48% | −23,329−43.8% | 減碼 |
| Greenleaf Trust | 44,247 | $212.3 萬 | 0.02% | +5,512+14.2% | 加碼 |
| Rocky Mountain Advisers, LLC | 44,325 | $212.7 萬 | 2.42% | −400−0.9% | 減碼 |
| Eqis Capital Management, Inc. | 44,456 | $213.3 萬 | 0.16% | +43+0.1% | 加碼 |
| CSS LLC | 44,730 | $214.6 萬 | 0.10% | +44,730 | 新進 |
| Winning Points Advisors, LLC | 45,470 | $215.3 萬 | 1.57% | −12,036−20.9% | 減碼 |
| Mark Stevens | 44,936 | $215.7 萬 | 0.23% | 00.0% | 不變 |
| Stevens Capital Management LP | 44,990 | $215.9 萬 | 0.50% | +44,990 | 新進 |
| Sumitomo Life Insurance Co | 45,272 | $217.2 萬 | 0.05% | −1,448−3.1% | 減碼 |
| Round Hill Asset Management | 45,372 | $217.7 萬 | 1.09% | −395−0.9% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 45,462 | $218.1 萬 | 0.23% | −1,217−2.6% | 減碼 |
| Pavion Blue Capital, LLC | 45,516 | $218.4 萬 | 1.27% | −570−1.2% | 減碼 |
| Conning Inc. | 45,716 | $219.3 萬 | 0.06% | −324−0.7% | 減碼 |
| Altrafin AG | 45,821 | $219.8 萬 | 0.79% | +45,821 | 新進 |
| White Pine Capital LLC | 45,951 | $220.5 萬 | 0.65% | +882+2.0% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $220.6 萬 | 1.03% | 00.0% | 不變 |
| Allworth Financial LP | 46,138 | $221.4 萬 | 0.03% | +2,163+4.9% | 加碼 |
| KG&L Capital Management,LLC | 46,361 | $222.4 萬 | 0.90% | −2,129−4.4% | 減碼 |