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 |
|---|---|---|---|---|---|
| American National Insurance Co | 46,635 | $223.8 萬 | 0.50% | −266,255−85.1% | 減碼 |
| Avantax Planning Partners, Inc. | 46,750 | $224.3 萬 | 0.09% | +1,070+2.3% | 加碼 |
| Marathon Trading Investment Management LLC | 46,977 | $225.4 萬 | 0.94% | −71,121−60.2% | 減碼 |
| Haverford Trust Co | 47,076 | $225.9 萬 | 0.02% | −408−0.9% | 減碼 |
| Bank of Stockton | 47,076 | $225.9 萬 | 0.66% | 00.0% | 不變 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 47,258 | $226.7 萬 | 0.77% | −7,238−13.3% | 減碼 |
| Veriti Management LLC | 47,595 | $228.4 萬 | 0.30% | +1,842+4.0% | 加碼 |
| Burney Co | 47,676 | $228.8 萬 | 0.10% | +34,518+262.3% | 加碼 |
| Somerset Group LLC | 47,847 | $229.6 萬 | 1.55% | −1,167−2.4% | 減碼 |
| Eos Management, L.P. | 48,000 | $230.3 萬 | 1.36% | 00.0% | 不變 |
| Foster Group, Inc. | 48,488 | $232.6 萬 | 0.20% | −962−1.9% | 減碼 |
| DF Dent & Co Inc | 48,489 | $232.7 萬 | 0.02% | +345+0.7% | 加碼 |
| Quantbot Technologies LP | 48,543 | $232.9 萬 | 0.19% | +48,543 | 新進 |
| Spire Wealth Management | 48,489 | $233.1 萬 | 0.05% | +13,664+39.2% | 加碼 |
| IMS Capital Management | 48,813 | $234.2 萬 | 1.20% | 00.0% | 不變 |
| Centiva Capital, LP | 48,835 | $234.3 萬 | 0.15% | +28,380+138.7% | 加碼 |
| Dynamic Technology Lab Private Ltd | 48,920 | $234.7 萬 | 0.26% | +48,920 | 新進 |
| Toroso Investments, LLC | 49,394 | $237.0 萬 | 0.07% | +7,156+16.9% | 加碼 |
| Hoey Investments, Inc | 49,529 | $237.6 萬 | 0.62% | +16,461+49.8% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 49,704 | $238.5 萬 | 0.56% | +7,250+17.1% | 加碼 |
| Capital Investment Counsel, Inc | 49,937 | $239.6 萬 | 0.45% | −2,790−5.3% | 減碼 |
| Essex Investment Management Co LLC | 50,000 | $239.9 萬 | 0.27% | −10,684−17.6% | 減碼 |
| Iat Reinsurance Co Ltd. | 50,000 | $239.9 萬 | 0.39% | 00.0% | 不變 |
| Ulysses Management LLC | 50,000 | $239.9 萬 | 0.41% | +10,000+25.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 50,140 | $240.6 萬 | 0.04% | +4,938+10.9% | 加碼 |
| Boston Private Wealth LLC | 50,342 | $241.5 萬 | 0.04% | +7,246+16.8% | 加碼 |
| Horizon Investments, LLC | 51,133 | $244.3 萬 | 0.07% | +1,674+3.4% | 加碼 |
| Hyman Charles D | 51,478 | $247.0 萬 | 0.16% | −2,764−5.1% | 減碼 |
| Aft, Forsyth & Sober, LLC | 51,500 | $247.1 萬 | 0.87% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 51,820 | $248.7 萬 | 0.16% | +19,194+58.8% | 加碼 |
| Altium Wealth Management LLC | 51,846 | $248.8 萬 | 0.16% | +4,991+10.7% | 加碼 |
| JB Capital LLC | 51,945 | $249.2 萬 | 0.25% | +1,820+3.6% | 加碼 |
| Deseret Mutual Benefit Administrators | 52,206 | $250.5 萬 | 0.42% | −5,956−10.2% | 減碼 |
| Xcel Wealth Management, LLC | 52,203 | $250.5 萬 | 0.64% | −338−0.6% | 減碼 |
| Moors & Cabot, Inc. | 52,313 | $251.0 萬 | 0.15% | −3,612−6.5% | 減碼 |
| Savant Capital, LLC | 52,341 | $251.2 萬 | 0.08% | +2,822+5.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 52,376 | $251.3 萬 | 0.24% | +45,298+640.0% | 加碼 |
| Azimuth Capital Management LLC | 52,984 | $254.2 萬 | 0.10% | −13,435−20.2% | 減碼 |
| Schnieders Capital Management LLC | 53,374 | $256.1 萬 | 0.60% | +4,532+9.3% | 加碼 |
| Wetherby Asset Management Inc | 53,374 | $256.1 萬 | 0.14% | +5,889+12.4% | 加碼 |
| Fred Alger Management, LLC | 54,046 | $259.3 萬 | 0.01% | −1,213,945−95.7% | 減碼 |
| HighMark Wealth Management LLC | 54,302 | $260.5 萬 | 1.65% | +79+0.1% | 加碼 |
| Walter & Keenan Financial Consulting Co | 54,456 | $261.3 萬 | 0.85% | −4,698−7.9% | 減碼 |
| Oak Family Advisors, LLC | 54,563 | $261.8 萬 | 1.26% | −2,016−3.6% | 減碼 |
| Valeo Financial Advisors, LLC | 54,671 | $262.3 萬 | 0.14% | −412−0.7% | 減碼 |
| Perkins Coie Trust Co | 54,796 | $262.9 萬 | 0.77% | +1,431+2.7% | 加碼 |
| Lee Danner & Bass Inc | 55,020 | $264.0 萬 | 0.23% | +2,250+4.3% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 55,114 | $264.4 萬 | 0.56% | +287+0.5% | 加碼 |
| Robinson Value Management, Ltd. | 55,616 | $266.8 萬 | 2.19% | +271+0.5% | 加碼 |
| Engineers Gate Manager LP | 55,699 | $267.2 萬 | 0.12% | −182,539−76.6% | 減碼 |
| Independent Advisor Alliance | 55,734 | $267.4 萬 | 0.13% | −25,694−31.6% | 減碼 |
| Sciencast Management LP | 50,639 | $267.4 萬 | 0.47% | +50,639 | 新進 |
| HM Payson & Co | 55,827 | $267.9 萬 | 0.06% | −4,299−7.1% | 減碼 |
| Apollon Wealth Management, LLC | 56,063 | $269.0 萬 | 0.22% | +40,498+260.2% | 加碼 |
| Pacific Asset Management LLC | 56,452 | $270.8 萬 | 1.93% | +15,764+38.7% | 加碼 |
| Country Club Trust Company, n.a. | 56,579 | $272.1 萬 | 0.21% | +200.0% | 加碼 |
| Resources Management Corp | 56,935 | $273.2 萬 | 0.36% | +550+1.0% | 加碼 |
| Associated Banc-Corp | 58,284 | $279.7 萬 | 0.10% | −20,121−25.7% | 減碼 |
| Manchester Financial Inc | 58,290 | $279.7 萬 | 0.98% | −54−0.1% | 減碼 |
| Pring Turner Capital Group Inc | 58,334 | $279.9 萬 | 2.47% | +58,334 | 新進 |
| Meitav Dash Investments Ltd | 58,110 | $280.7 萬 | 0.05% | +23,160+66.3% | 加碼 |
| Mitchell Sinkler & Starr | 59,341 | $284.7 萬 | 0.85% | +59,341 | 新進 |
| Williams Jones Wealth Management, LLC. | 59,464 | $285.3 萬 | 0.04% | −624−1.0% | 減碼 |
| Lafayette Investments, Inc. | 59,710 | $286.5 萬 | 0.72% | −7,875−11.7% | 減碼 |
| Cetera Advisors LLC | 59,864 | $287.2 萬 | 0.06% | −17,734−22.9% | 減碼 |
| IFP Advisors, Inc | 59,747 | $287.2 萬 | 0.06% | +9,197+18.2% | 加碼 |
| Mirabella Financial Services LLP | 60,000 | $287.9 萬 | 0.29% | −15,128−20.1% | 減碼 |
| SOL Capital Management CO | 60,135 | $288.5 萬 | 0.52% | −1,900−3.1% | 減碼 |
| Cresset Asset Management, LLC | 60,166 | $288.7 萬 | 0.03% | +8,996+17.6% | 加碼 |
| Culbertson A N & Co Inc | 60,195 | $288.8 萬 | 0.54% | +10,550+21.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 60,225 | $289.0 萬 | 0.00% | −314,126−83.9% | 減碼 |
| Bessemer Group Inc | 60,337 | $289.6 萬 | 0.01% | +16,052+36.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 60,376 | $290.0 萬 | 0.03% | −27,752−31.5% | 減碼 |
| Clearstead Advisors, LLC | 60,560 | $290.6 萬 | 0.20% | −464−0.8% | 減碼 |
| Alaska Permanent Fund Corp | 54,300 | $292.1 萬 | 0.05% | 00.0% | 不變 |
| Burleson & Company, LLC | 60,938 | $292.4 萬 | 0.43% | +792+1.3% | 加碼 |
| Argyle Capital Management Inc. | 61,000 | $292.7 萬 | 0.91% | −158−0.3% | 減碼 |
| Core Alternative Capital | 61,391 | $294.6 萬 | 0.59% | −2,858−4.4% | 減碼 |
| Quantitative Investment Management, LLC | 61,511 | $295.1 萬 | 0.41% | +61,511 | 新進 |
| True North Advisors, LLC | 61,535 | $295.2 萬 | 0.50% | +9,123+17.4% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 61,557 | $295.4 萬 | 0.52% | +2,422+4.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61,622 | $295.5 萬 | 0.24% | −97−0.2% | 減碼 |
| Stonebridge Capital Advisors LLC | 61,974 | $297.4 萬 | 0.33% | −2,603−4.0% | 減碼 |
| LGT Group Foundation | 62,066 | $297.7 萬 | 0.08% | +62,066 | 新進 |
| Vaughan Nelson Investment Management, L.P. | 62,305 | $298.9 萬 | 0.03% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 62,560 | $300.2 萬 | 0.09% | +709+1.1% | 加碼 |
| Capital Square, LLC | 57,664 | $301.5 萬 | 2.08% | 00.0% | 不變 |
| Shayne & Co., LLC | 63,335 | $303.9 萬 | 1.63% | 00.0% | 不變 |
| Huntington National Bank | 63,346 | $304.0 萬 | 0.03% | −320−0.5% | 減碼 |
| SWS Partners | 63,400 | $304.2 萬 | 1.73% | +4,833+8.3% | 加碼 |
| Crestwood Advisors Group LLC | 63,486 | $304.6 萬 | 0.08% | −796−1.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 64,821 | $311.0 萬 | 0.32% | +9,322+16.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 64,841 | $311.1 萬 | 0.23% | +11,570+21.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 65,158 | $312.6 萬 | 0.19% | +1,725+2.7% | 加碼 |
| Ashfield Capital Partners, LLC | 65,421 | $313.9 萬 | 0.20% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 65,708 | $315.3 萬 | 0.05% | +2,523+4.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 65,950 | $316.4 萬 | 0.13% | +539+0.8% | 加碼 |
| MAI Capital Management | 66,044 | $316.9 萬 | 0.05% | −2,247−3.3% | 減碼 |
| IBM Retirement Fund | 66,606 | $319.6 萬 | 0.40% | −50,233−43.0% | 減碼 |
| Wesbanco Bank Inc | 68,133 | $327.0 萬 | 0.12% | +250.0% | 加碼 |