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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 3,910 | $21.6 萬 | 0.08% | +3,910 | 新進 |
| Burton Enright Welch | 4,518 | $21.7 萬 | 0.15% | +4,518 | 新進 |
| Silvant Capital Management LLC | 4,523 | $21.7 萬 | 0.04% | 00.0% | 不變 |
| Darwin Advisors, LLC | 3,945 | $21.7 萬 | 0.03% | +3,945 | 新進 |
| Wagner Wealth Management, LLC | 4,537 | $21.8 萬 | 0.17% | +53+1.2% | 加碼 |
| Verus Financial Partners, Inc. | 4,583 | $22.0 萬 | 0.03% | +6+0.1% | 加碼 |
| Graypoint LLC | 4,581 | $22.0 萬 | 0.02% | +4,581 | 新進 |
| Linscomb & Williams, Inc. | 4,605 | $22.1 萬 | 0.01% | +10.0% | 加碼 |
| Catalyst Capital Advisors LLC | 4,615 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Community Trust & Investment Co | 4,619 | $22.2 萬 | 0.02% | −300−6.1% | 減碼 |
| Altavista Wealth Management, Inc. | 4,618 | $22.2 萬 | 0.04% | 00.0% | 不變 |
| Financial Planning & Information Services, Inc. | 4,632 | $22.2 萬 | 0.05% | +42+0.9% | 加碼 |
| Massmutual Trust Co FSB | 4,631 | $22.2 萬 | 0.01% | +169+3.8% | 加碼 |
| Mather Group, LLC. | 4,636 | $22.2 萬 | 0.00% | +4,636 | 新進 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,624 | $22.2 萬 | 0.08% | +4,624 | 新進 |
| Financial Advisory Group | 4,641 | $22.3 萬 | 0.04% | −101−2.1% | 減碼 |
| FirstPurpose Wealth LLC | 4,642 | $22.3 萬 | 0.14% | +4,642 | 新進 |
| Klingenstein Fields & Co LP | 4,659 | $22.4 萬 | 0.01% | −6,710−59.0% | 減碼 |
| Wealthquest Corp | 4,678 | $22.4 萬 | 0.03% | 00.0% | 不變 |
| Select Asset Management & Trust | 4,661 | $22.4 萬 | 0.15% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 4,671 | $22.4 萬 | 0.02% | +333+7.7% | 加碼 |
| Bill Few Associates, Inc. | 4,675 | $22.4 萬 | 0.12% | +4,675 | 新進 |
| Premier Asset Management LLC | 4,702 | $22.6 萬 | 0.04% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 4,739 | $22.7 萬 | 0.01% | +4,739 | 新進 |
| Buttonwood Financial Advisors Inc. | 4,721 | $22.7 萬 | 0.22% | +4,721 | 新進 |
| Westover Capital Advisors, LLC | 4,747 | $22.8 萬 | 0.07% | +4,747 | 新進 |
| Chiron Capital Management, LLC | 4,777 | $22.9 萬 | 0.17% | −2,900−37.8% | 減碼 |
| Sigma Investment Counselors Inc | 4,765 | $22.9 萬 | 0.02% | +453+10.5% | 加碼 |
| Old Mission Investment Co LLC | 4,785 | $23.0 萬 | 0.08% | −107−2.2% | 減碼 |
| Alta Capital Management LLC | 4,801 | $23.0 萬 | 0.01% | −400−7.7% | 減碼 |
| Wolff Wiese Magana LLC | 4,806 | $23.0 萬 | 0.15% | +142+3.0% | 加碼 |
| Mission Financial Group, LLC | 2,472 | $23.0 萬 | 0.22% | +2,472 | 新進 |
| United Bank | 4,819 | $23.1 萬 | 0.03% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 4,810 | $23.1 萬 | 0.04% | +368+8.3% | 加碼 |
| FinTrust Capital Advisors, LLC | 4,815 | $23.1 萬 | 0.06% | +818+20.5% | 加碼 |
| TCTC Holdings, LLC | 4,828 | $23.2 萬 | 0.01% | −290−5.7% | 減碼 |
| Buckley Wealth Management, LLC | 4,828 | $23.2 萬 | 0.07% | +4,828 | 新進 |
| Beck Mack & Oliver LLC | 4,855 | $23.3 萬 | 0.01% | −19,535−80.1% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 4,852 | $23.3 萬 | 0.03% | −900−15.6% | 減碼 |
| Fermata Advisors, LLC | 4,856 | $23.3 萬 | 0.09% | +239+5.2% | 加碼 |
| Keel Point, LLC | 4,875 | $23.4 萬 | 0.03% | +4,875 | 新進 |
| Parkside Financial Bank & Trust | 4,896 | $23.5 萬 | 0.06% | +1,227+33.4% | 加碼 |
| Abundance Wealth Counselors | 4,889 | $23.5 萬 | 0.06% | +4,889 | 新進 |
| Chesapeake Wealth Management | 4,928 | $23.6 萬 | 0.08% | 00.0% | 不變 |
| Hardy Reed LLC | 4,929 | $23.6 萬 | 0.04% | 00.0% | 不變 |
| Biltmore Capital Advisors LLC | 4,921 | $23.6 萬 | 0.04% | +189+4.0% | 加碼 |
| Hollencrest Capital Management | 4,937 | $23.7 萬 | 0.02% | −926−15.8% | 減碼 |
| Norway Savings Bank | 4,938 | $23.7 萬 | 0.10% | −500−9.2% | 減碼 |
| Smith, Salley & Associates | 4,937 | $23.7 萬 | 0.02% | 00.0% | 不變 |
| Vaughan David Investments LLC | 4,966 | $23.8 萬 | 0.01% | 00.0% | 不變 |
| Middleton & Co Inc | 5,005 | $24.0 萬 | 0.02% | −210−4.0% | 減碼 |
| Puzo Michael J | 5,000 | $24.0 萬 | 0.07% | 00.0% | 不變 |
| Cito Capital Group, LLC | 5,000 | $24.0 萬 | 0.10% | 00.0% | 不變 |
| Tompkins Financial Corp | 5,023 | $24.1 萬 | 0.04% | −1,841−26.8% | 減碼 |
| Tranquilli Financial Advisor LLC | 5,047 | $24.2 萬 | 0.17% | +85+1.7% | 加碼 |
| NuWave Investment Management, LLC | 5,034 | $24.2 萬 | 0.27% | +5,034 | 新進 |
| Private Capital Management LLC | 5,055 | $24.3 萬 | 0.08% | −213−4.0% | 減碼 |
| Burt Wealth Advisors | 5,070 | $24.3 萬 | 0.08% | 00.0% | 不變 |
| Magnetar Financial LLC | 5,088 | $24.4 萬 | 0.00% | −74,957−93.6% | 減碼 |
| Buckhead Capital Management LLC | 5,099 | $24.5 萬 | 0.05% | 00.0% | 不變 |
| Aspireon Wealth Advisors | 5,117 | $24.6 萬 | 0.12% | −90−1.7% | 減碼 |
| Boston Family Office LLC | 5,157 | $24.7 萬 | 0.02% | 00.0% | 不變 |
| Newman Dignan & Sheerar, Inc. | 5,140 | $24.7 萬 | 0.07% | 00.0% | 不變 |
| Valtinson Bruner Financial Planning LLC | 5,186 | $24.9 萬 | 0.14% | −190−3.5% | 減碼 |
| Fort Pitt Capital Group, LLC | 5,185 | $24.9 萬 | 0.01% | −591−10.2% | 減碼 |
| Clarkston Capital Partners, LLC | 5,200 | $24.9 萬 | 0.00% | −220−4.1% | 減碼 |
| Coastline Trust Co | 5,221 | $25.1 萬 | 0.03% | 00.0% | 不變 |
| Glassman Wealth Services | 5,262 | $25.2 萬 | 0.05% | −7,687−59.4% | 減碼 |
| Gratus Capital LLC | 5,242 | $25.2 萬 | 0.02% | −10.0% | 減碼 |
| Capital Asset Advisory Services LLC | 5,243 | $25.2 萬 | 0.03% | +58+1.1% | 加碼 |
| Constitution Capital LLC | 5,300 | $25.4 萬 | 0.14% | 00.0% | 不變 |
| V Wealth Advisors LLC | 5,300 | $25.4 萬 | 0.04% | +238+4.7% | 加碼 |
| Machina Capital S.A.S. | 5,300 | $25.4 萬 | 0.61% | +5,300 | 新進 |
| Denver Wealth Management, Inc. | 5,300 | $25.4 萬 | 0.24% | +5,300 | 新進 |
| First Heartland Consultants, Inc. | 5,334 | $25.5 萬 | 0.03% | −264−4.7% | 減碼 |
| Weaver Consulting Group | 5,313 | $25.5 萬 | 0.12% | −268−4.8% | 減碼 |
| Advisor Resource Council | 5,310 | $25.5 萬 | 0.02% | +5,310 | 新進 |
| Hills Bank & Trust Co | 5,334 | $25.6 萬 | 0.04% | −78−1.4% | 減碼 |
| Octavia Wealth Advisors, LLC | 5,348 | $25.7 萬 | 0.06% | −9−0.2% | 減碼 |
| Samalin Investment Counsel, LLC | 5,382 | $25.8 萬 | 0.15% | −5−0.1% | 減碼 |
| Pecaut & Co. | 5,400 | $25.9 萬 | 0.13% | 00.0% | 不變 |
| REDW Wealth LLC | 5,421 | $26.0 萬 | 0.08% | 00.0% | 不變 |
| Matrix Private Capital Group LLC | 5,421 | $26.0 萬 | 0.12% | +106+2.0% | 加碼 |
| Texas Yale Capital Corp. | 5,434 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Atlas Brown,Inc. | 5,438 | $26.1 萬 | 0.10% | +10.0% | 加碼 |
| Hobart Private Capital, LLC | 5,481 | $26.3 萬 | 0.10% | −290−5.0% | 減碼 |
| Summit Global Investments | 5,481 | $26.3 萬 | 0.02% | +71+1.3% | 加碼 |
| Spirit of America Management Corp | 5,500 | $26.4 萬 | 0.05% | 00.0% | 不變 |
| Mogy Joel R Investment Counsel Inc | 5,500 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| West Oak Capital, LLC | 5,500 | $26.4 萬 | 0.10% | +700+14.6% | 加碼 |
| Quantamental Technologies LLC | 5,500 | $26.4 萬 | 0.13% | +5,500 | 新進 |
| Telemetry Investments, L.L.C. | 5,516 | $26.5 萬 | 0.35% | −2,276−29.2% | 減碼 |
| Nations Financial Group Inc, | 5,521 | $26.5 萬 | 0.03% | +339+6.5% | 加碼 |
| Whalerock Point Partners, LLC | 5,540 | $26.6 萬 | 0.09% | 00.0% | 不變 |
| Hayek Kallen Investment Management | 5,535 | $26.6 萬 | 0.09% | 00.0% | 不變 |
| Gabelli & Co Investment Advisers, Inc. | 5,590 | $26.8 萬 | 0.04% | +325+6.2% | 加碼 |
| Detalus Advisors, LLC | 5,600 | $26.9 萬 | 0.13% | −350−5.9% | 減碼 |
| Charter Trust Co | 5,610 | $26.9 萬 | 0.02% | −100−1.8% | 減碼 |
| Mosaic Family Wealth, LLC | 5,633 | $27.0 萬 | 0.07% | −159−2.7% | 減碼 |
| Greenspring Advisors, LLC | 5,621 | $27.0 萬 | 0.07% | +5,621 | 新進 |