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 |
|---|---|---|---|---|---|
| Argent Trust Co | 68,565 | $328.9 萬 | 0.19% | +265+0.4% | 加碼 |
| Advisors Asset Management, Inc. | 68,581 | $329.1 萬 | 0.05% | +4,951+7.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 68,746 | $329.8 萬 | 0.01% | −22,503−24.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 68,809 | $330.1 萬 | 0.16% | −10,643−13.4% | 減碼 |
| Veritable, L.P. | 69,087 | $331.5 萬 | 0.05% | +4,200+6.5% | 加碼 |
| Lido Advisors, LLC | 69,150 | $331.7 萬 | 0.06% | +2,173+3.2% | 加碼 |
| Twinbeech Capital LP | 69,202 | $332.0 萬 | 0.19% | −314,946−82.0% | 減碼 |
| Twin Capital Management Inc | 69,234 | $332.2 萬 | 0.33% | −8,350−10.8% | 減碼 |
| Karpas Strategies, LLC | 69,396 | $333.0 萬 | 1.07% | +150.0% | 加碼 |
| Affinity Investment Advisors, LLC | 69,712 | $334.5 萬 | 1.34% | −857−1.2% | 減碼 |
| National Asset Management, Inc. | 70,402 | $335.2 萬 | 0.10% | +7,004+11.0% | 加碼 |
| Kanawha Capital Management LLC | 69,939 | $335.6 萬 | 0.28% | −4,185−5.6% | 減碼 |
| Hennessy Advisors Inc | 70,000 | $335.9 萬 | 0.19% | +500+0.7% | 加碼 |
| Empirical Finance, LLC | 70,278 | $337.2 萬 | 0.40% | +18,418+35.5% | 加碼 |
| Prospera Financial Services Inc | 70,536 | $338.4 萬 | 0.15% | −2,897−3.9% | 減碼 |
| Citizens Business Bank | 70,750 | $339.5 萬 | 0.42% | 00.0% | 不變 |
| Caas Capital Management LP | 70,800 | $339.7 萬 | 0.31% | +58,535+477.3% | 加碼 |
| Cove Street Capital, LLC | 70,900 | $340.2 萬 | 0.60% | −10,200−12.6% | 減碼 |
| Private Asset Management Inc | 71,094 | $341.1 萬 | 0.42% | +740+1.1% | 加碼 |
| Alerus Financial NA | 71,143 | $341.3 萬 | 0.28% | +32,944+86.2% | 加碼 |
| Synovus Financial Corp | 71,318 | $342.4 萬 | 0.03% | +168+0.2% | 加碼 |
| Mission Wealth Management, LP | 72,026 | $345.6 萬 | 0.16% | −325−0.4% | 減碼 |
| Fiduciary Group LLC | 72,167 | $346.3 萬 | 0.39% | −6,191−7.9% | 減碼 |
| Paloma Partners Management Co | 72,924 | $349.9 萬 | 0.11% | +72,924 | 新進 |
| Cornercap Investment Counsel Inc | 73,086 | $350.7 萬 | 0.51% | +7,808+12.0% | 加碼 |
| Regions Financial Corp | 73,164 | $351.0 萬 | 0.03% | +11,273+18.2% | 加碼 |
| Granite Investment Partners, LLC | 73,410 | $352.2 萬 | 0.10% | 00.0% | 不變 |
| DCM Advisors, LLC | 74,936 | $359.5 萬 | 1.06% | +25,980+53.1% | 加碼 |
| Paradigm Asset Management Co LLC | 74,952 | $359.6 萬 | 0.90% | +4,652+6.6% | 加碼 |
| Mendon Capital Advisors Corp | 75,000 | $359.8 萬 | 1.03% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 75,246 | $361.0 萬 | 0.08% | +5,248+7.5% | 加碼 |
| Sowell Financial Services LLC | 75,855 | $364.0 萬 | 0.21% | −24,825−24.7% | 減碼 |
| Welch & Forbes LLC | 75,884 | $364.1 萬 | 0.05% | −4,407−5.5% | 減碼 |
| Ingalls & Snyder LLC | 75,885 | $364.1 萬 | 0.17% | −300.0% | 減碼 |
| Corient Capital Partners, LLC | 75,940 | $364.4 萬 | 0.24% | +1,714+2.3% | 加碼 |
| Davenport & Co LLC | 76,335 | $366.3 萬 | 0.02% | −4,711−5.8% | 減碼 |
| Stableford Capital II LLC | 69,045 | $368.1 萬 | 1.55% | −40,461−36.9% | 減碼 |
| Investment Management of Virginia LLC | 76,993 | $369.4 萬 | 0.60% | −1,657−2.1% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $369.4 萬 | 0.46% | 00.0% | 不變 |
| Ieq Capital, LLC | 77,066 | $369.8 萬 | 0.09% | +3,945+5.4% | 加碼 |
| Transcend Wealth Collective, LLC | 77,132 | $370.1 萬 | 0.33% | +110.0% | 加碼 |
| Moody National Bank Trust Division | 77,219 | $370.5 萬 | 0.11% | −251,061−76.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 77,621 | $372.3 萬 | 0.24% | −16,600−17.6% | 減碼 |
| Bradley Foster & Sargent Inc | 78,288 | $375.6 萬 | 0.08% | +1,226+1.6% | 加碼 |
| Bouvel Investment Partners, LLC | 78,617 | $377.2 萬 | 2.12% | +604+0.8% | 加碼 |
| Hendershot Investments Inc. | 78,836 | $378.3 萬 | 0.58% | −20,947−21.0% | 減碼 |
| Myriad Asset Management Ltd. | 79,400 | $381.0 萬 | 0.42% | +79,400 | 新進 |
| S&CO Inc | 79,524 | $381.5 萬 | 0.27% | −940−1.2% | 減碼 |
| Connectus Wealth, LLC | 80,771 | $387.9 萬 | 0.15% | +80,771 | 新進 |
| AIA Group Ltd | 80,887 | $388.1 萬 | 0.18% | +48,639+150.8% | 加碼 |
| Kingsview Wealth Management, LLC | 81,153 | $389.4 萬 | 0.16% | −493−0.6% | 減碼 |
| Symmetry Partners, LLC | 81,177 | $389.5 萬 | 0.25% | +23,562+40.9% | 加碼 |
| YHB Investment Advisors, Inc. | 81,393 | $390.5 萬 | 0.31% | −29,211−26.4% | 減碼 |
| Sigma Planning Corp | 81,433 | $390.7 萬 | 0.11% | −14,780−15.4% | 減碼 |
| American Portfolios Advisors | 81,604 | $391.5 萬 | 0.13% | +4,384+5.7% | 加碼 |
| Weik Capital Management | 81,783 | $392.4 萬 | 1.49% | −425−0.5% | 減碼 |
| McGinn Investment Management, Inc. | 81,864 | $392.8 萬 | 2.60% | −261−0.3% | 減碼 |
| Edgestream Partners, L.P. | 81,920 | $393.1 萬 | 0.25% | −11,087−11.9% | 減碼 |
| Parcion Private Wealth LLC | 68,309 | $396.6 萬 | 0.36% | −1,910−2.7% | 減碼 |
| Pinnacle Bancorp, Inc. | 83,204 | $399.2 萬 | 1.41% | +36,879+79.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 83,353 | $399.9 萬 | 0.10% | −10,786−11.5% | 減碼 |
| Continental Advisors LLC | 83,402 | $400.2 萬 | 3.16% | −46,716−35.9% | 減碼 |
| Private Advisory Group LLC | 83,511 | $400.7 萬 | 0.82% | +12,281+17.2% | 加碼 |
| Siemens Fonds Invest GmbH | 83,459 | $401.4 萬 | 0.27% | −896−1.1% | 減碼 |
| Level Four Advisory Services, LLC | 83,683 | $401.5 萬 | 0.31% | +15,157+22.1% | 加碼 |
| Brown Brothers Harriman & Co | 83,894 | $402.5 萬 | 0.02% | −782−0.9% | 減碼 |
| Billings Capital Management, LLC | 84,184 | $403.9 萬 | 5.09% | −189,972−69.3% | 減碼 |
| Peregrine Asset Advisers, Inc. | 84,962 | $407.6 萬 | 1.66% | +39,404+86.5% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 85,259 | $409.3 萬 | 0.04% | −98,102−53.5% | 減碼 |
| Morgan Jess S & Co Inc | 86,223 | $413.7 萬 | 2.54% | +86,223 | 新進 |
| RFG Advisory, LLC | 86,371 | $414.4 萬 | 0.29% | +9,185+11.9% | 加碼 |
| Wesleyan Assurance Society | 86,500 | $414.9 萬 | 0.49% | −16,000−15.6% | 減碼 |
| Unison Asset Management LLC | 86,552 | $415.3 萬 | 3.42% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 86,671 | $415.8 萬 | 0.14% | −234,957−73.1% | 減碼 |
| Advisor Partners LLC | 86,907 | $417.0 萬 | 0.25% | +4,144+5.0% | 加碼 |
| Woodward Diversified Capital, LLC | 87,224 | $418.5 萬 | 2.46% | −822−0.9% | 減碼 |
| Eagle Rock Investment Company, LLC | 87,354 | $419.1 萬 | 0.80% | +87,354 | 新進 |
| Teza Capital Management LLC | 87,957 | $422.0 萬 | 1.13% | +50,672+135.9% | 加碼 |
| Gifford Fong Associates | 88,052 | $422.5 萬 | 0.74% | 00.0% | 不變 |
| Jupiter Wealth Management LLC | 88,487 | $424.5 萬 | 2.20% | −19,080−17.7% | 減碼 |
| Oliver Luxxe Assets LLC | 89,730 | $430.5 萬 | 1.09% | +161+0.2% | 加碼 |
| Boenning & Scattergood, Inc. | 89,895 | $431.3 萬 | 0.69% | −767−0.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 89,890 | $431.3 萬 | 1.02% | +76,010+547.6% | 加碼 |
| Cigna Investments Inc | 90,769 | $435.5 萬 | 0.34% | −35,495−28.1% | 減碼 |
| Concentric Wealth Management, LLC | 90,861 | $435.9 萬 | 1.23% | −1,613−1.7% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $436.1 萬 | 0.17% | 00.0% | 不變 |
| Western Financial Corporation | 91,490 | $439.0 萬 | 2.30% | −182−0.2% | 減碼 |
| Asio Capital, LLC | 91,775 | $440.3 萬 | 1.37% | −163−0.2% | 減碼 |
| PEAK6 Investments LLC | 92,071 | $441.8 萬 | 0.12% | −248,171−72.9% | 減碼 |
| Semmax Financial Advisors Inc. | 92,472 | $443.7 萬 | 1.64% | −10,823−10.5% | 減碼 |
| Goelzer Investment Management, Inc. | 92,863 | $445.6 萬 | 0.36% | −1,967−2.1% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 75,868 | $446.5 萬 | 2.16% | +556+0.7% | 加碼 |
| Factorial Partners, LLC | 93,900 | $450.5 萬 | 2.98% | −2,000−2.1% | 減碼 |
| Baader Bank INC | 94,160 | $451.8 萬 | 0.36% | +94,160 | 新進 |
| Brookmont Capital Management | 94,247 | $452.2 萬 | 2.39% | −3,906−4.0% | 減碼 |
| Elgethun Capital Management | 90,268 | $455.0 萬 | 1.59% | −67,446−42.8% | 減碼 |
| Fiduciary Trust Co | 94,989 | $455.8 萬 | 0.07% | −2,589−2.7% | 減碼 |
| Winmill & Co. Inc | 95,000 | $455.8 萬 | 1.31% | 00.0% | 不變 |
| Long Focus Capital Management, LLC | 95,000 | $455.8 萬 | 1.24% | +95,000 | 新進 |
| Wedbush Securities Inc | 95,528 | $458.3 萬 | 0.20% | −1,446−1.5% | 減碼 |