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 |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 5,643 | $27.1 萬 | 0.04% | +2,197+63.8% | 加碼 |
| First National Bank of Hutchinson | 5,668 | $27.2 萬 | 0.15% | −4,000−41.4% | 減碼 |
| Curated Wealth Partners LLC | 5,640 | $27.2 萬 | 0.09% | +200+3.7% | 加碼 |
| Stock Yards Bank & Trust Co | 5,670 | $27.2 萬 | 0.01% | +5,670 | 新進 |
| Sutton Wealth Advisors Inc. | 5,673 | $27.2 萬 | 0.09% | +93+1.7% | 加碼 |
| Patten & Patten Inc | 5,689 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| Strategic Advisors LLC | 5,700 | $27.3 萬 | 0.04% | 00.0% | 不變 |
| Johanson Financial Advisors, Inc. | 5,683 | $27.3 萬 | 0.08% | +191+3.5% | 加碼 |
| Bridgefront Capital, LLC | 5,717 | $27.4 萬 | 0.27% | −1,917−25.1% | 減碼 |
| L2 Asset Management, LLC | 5,762 | $27.6 萬 | 0.19% | +5,762 | 新進 |
| HBW Advisory Services LLC | 5,793 | $27.8 萬 | 0.06% | +565+10.8% | 加碼 |
| Novare Capital Management LLC | 5,795 | $27.8 萬 | 0.03% | +5,795 | 新進 |
| Dixon Hughes Goodman Wealth Advisors LLC | 5,802 | $27.8 萬 | 0.09% | +5,802 | 新進 |
| Barrett Asset Management, LLC | 5,834 | $28.0 萬 | 0.01% | −4,836−45.3% | 減碼 |
| CKW Financial Group | 5,800 | $28.0 萬 | 0.04% | −644−10.0% | 減碼 |
| LFA - Lugano Financial Advisors SA | 5,852 | $28.1 萬 | 0.16% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 5,858 | $28.1 萬 | 0.03% | +80+1.4% | 加碼 |
| Amarillo National Bank | 5,871 | $28.2 萬 | 0.06% | −728−11.0% | 減碼 |
| Ambassador Advisors, LLC | 5,932 | $28.5 萬 | 0.05% | 00.0% | 不變 |
| Denali Advisors LLC | 6,000 | $28.8 萬 | 0.11% | −2,700−31.0% | 減碼 |
| Heritage Way Advisors, LLC | 6,000 | $28.8 萬 | 0.11% | +6,000 | 新進 |
| Josh Arnold Investment Consultant, LLC | 6,000 | $28.8 萬 | 0.26% | +6,000 | 新進 |
| Icon Wealth Partners, LLC | 6,041 | $29.0 萬 | 0.03% | +377+6.7% | 加碼 |
| Kesler, Norman & Wride, LLC | 6,056 | $29.1 萬 | 0.06% | −299−4.7% | 減碼 |
| Martingale Asset Management L P | 6,083 | $29.2 萬 | 0.00% | +280+4.8% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 6,104 | $29.3 萬 | 0.18% | +17+0.3% | 加碼 |
| Independence Bank of Kentucky | 6,115 | $29.3 萬 | 0.12% | +120+2.0% | 加碼 |
| Riverbridge Partners LLC | 6,100 | $29.3 萬 | 0.00% | +6,100 | 新進 |
| Main Street Financial Solutions, LLC | 6,126 | $29.4 萬 | 0.04% | −784−11.3% | 減碼 |
| Windsor Capital Management, LLC | 6,130 | $29.4 萬 | 0.09% | +20.0% | 加碼 |
| CFO4Life Group, LLC | 6,134 | $29.4 萬 | 0.06% | +590+10.6% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 6,141 | $29.5 萬 | 0.13% | −56−0.9% | 減碼 |
| Calton & Associates, Inc. | 6,183 | $29.6 萬 | 0.08% | −824−11.8% | 減碼 |
| Aptus Capital Advisors, LLC | 6,161 | $29.6 萬 | 0.01% | +91+1.5% | 加碼 |
| Sweet Financial Partners, LLC | 6,174 | $29.6 萬 | 0.12% | +6,174 | 新進 |
| Glen Eagle Advisors, LLC | 6,172 | $29.6 萬 | 0.08% | +10.0% | 加碼 |
| City State Bank | 6,220 | $29.8 萬 | 0.18% | +6,220 | 新進 |
| Sky Investment Group LLC | 6,224 | $29.9 萬 | 0.06% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 6,260 | $30.0 萬 | 0.06% | 00.0% | 不變 |
| Papp L Roy & Associates | 6,258 | $30.0 萬 | 0.03% | +52+0.8% | 加碼 |
| KMG Fiduciary Partners, LLC | 6,291 | $30.2 萬 | 0.05% | +96+1.5% | 加碼 |
| Snowden Capital Advisors LLC | 6,326 | $30.3 萬 | 0.02% | −19,433−75.4% | 減碼 |
| Ethic Inc. | 6,324 | $30.3 萬 | 0.02% | +6,324 | 新進 |
| Heritage Investment Group, Inc. | 6,332 | $30.4 萬 | 0.24% | +6,332 | 新進 |
| Powers Advisory Group, LLC | 6,336 | $30.4 萬 | 0.21% | +6,336 | 新進 |
| Phoenix Wealth Advisors | 6,362 | $30.5 萬 | 0.23% | 00.0% | 不變 |
| Berger Financial Group, Inc | 6,365 | $30.5 萬 | 0.04% | +335+5.6% | 加碼 |
| Concord Wealth Partners | 6,353 | $30.5 萬 | 0.07% | +1,200+23.3% | 加碼 |
| Baker Boyer National Bank | 6,354 | $30.5 萬 | 0.14% | +6,354 | 新進 |
| Trustmark National Bank Trust Department | 6,379 | $30.6 萬 | 0.02% | −649−9.2% | 減碼 |
| Ten Capital Wealth Advisors, LLC | 6,434 | $30.9 萬 | 0.13% | +100+1.6% | 加碼 |
| Tempus Wealth Planning, LLC | 6,456 | $31.0 萬 | 0.17% | −25−0.4% | 減碼 |
| Bryn Mawr Trust Co | 6,495 | $31.1 萬 | 0.01% | +1,599+32.7% | 加碼 |
| Islay Capital Management, LLC | 6,500 | $31.2 萬 | 0.24% | −1,000−13.3% | 減碼 |
| PBMares Wealth Management LLC | 6,514 | $31.3 萬 | 0.13% | −414−6.0% | 減碼 |
| Wedge Capital Management L L P | 6,519 | $31.3 萬 | 0.00% | −127−1.9% | 減碼 |
| Acorn Wealth Advisors, LLC | 6,544 | $31.4 萬 | 0.20% | −721−9.9% | 減碼 |
| 55I, LLC | 6,533 | $31.4 萬 | 0.01% | +1,621+33.0% | 加碼 |
| Van Strum & Towne Inc. | 6,564 | $31.5 萬 | 0.11% | −261−3.8% | 減碼 |
| CMG Global Holdings, LLC | 6,557 | $31.5 萬 | 0.20% | −216−3.2% | 減碼 |
| Westhampton Capital, LLC | 6,590 | $31.6 萬 | 0.19% | 00.0% | 不變 |
| Smithfield Trust Co | 6,601 | $31.7 萬 | 0.02% | −9,213−58.3% | 減碼 |
| Security Asset Management | 6,600 | $31.7 萬 | 0.12% | 00.0% | 不變 |
| Family Firm, Inc. | 6,619 | $31.8 萬 | 0.08% | +30.0% | 加碼 |
| Tiedemann Advisors, LLC | 6,594 | $31.8 萬 | 0.02% | −10−0.2% | 減碼 |
| CVA Family Office, LLC | 6,622 | $31.8 萬 | 0.08% | +4,622+231.1% | 加碼 |
| Doliver Advisors, LP | 5,659 | $31.9 萬 | 0.10% | −10,243−64.4% | 減碼 |
| LVW Advisors, LLC | 6,657 | $31.9 萬 | 0.05% | −1,266−16.0% | 減碼 |
| Wealth Effects LLC | 6,649 | $31.9 萬 | 0.13% | +6,649 | 新進 |
| Grandfield & Dodd, LLC | 6,692 | $32.0 萬 | 0.02% | −150−2.2% | 減碼 |
| Levin Capital Strategies, L.P. | 6,677 | $32.0 萬 | 0.03% | 00.0% | 不變 |
| Laraway Financial Inc | 6,670 | $32.0 萬 | 0.29% | +6,670 | 新進 |
| Bouchey Financial Group Ltd | 6,687 | $32.1 萬 | 0.04% | −500−7.0% | 減碼 |
| David R. Rahn & Associates Inc. | 6,687 | $32.1 萬 | 0.14% | +27+0.4% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,697 | $32.1 萬 | 0.07% | +86+1.3% | 加碼 |
| Unionview, LLC | 6,726 | $32.3 萬 | 0.30% | +6,726 | 新進 |
| Sandy Spring Bank | 6,754 | $32.4 萬 | 0.02% | −190−2.7% | 減碼 |
| Stockman Wealth Management, Inc. | 6,746 | $32.4 萬 | 0.07% | 00.0% | 不變 |
| Van Cleef Asset Management,Inc | 6,743 | $32.4 萬 | 0.05% | +520+8.4% | 加碼 |
| First National Bank | 6,780 | $32.5 萬 | 0.28% | +199+3.0% | 加碼 |
| Johnson Financial Group, Inc. | 6,780 | $32.5 萬 | 0.02% | +1,350+24.9% | 加碼 |
| Fruth Investment Management | 6,818 | $32.7 萬 | 0.09% | −224−3.2% | 減碼 |
| Legacy Bridge, LLC | 6,817 | $32.7 萬 | 0.17% | 00.0% | 不變 |
| Lawson Kroeker Investment Management Inc | 6,835 | $32.8 萬 | 0.10% | −200−2.8% | 減碼 |
| Nwam LLC | 6,894 | $33.1 萬 | 0.03% | −1,206−14.9% | 減碼 |
| John W. Brooker & Co., CPAs | 6,904 | $33.1 萬 | 0.17% | 00.0% | 不變 |
| Krilogy Financial LLC | 6,893 | $33.1 萬 | 0.03% | +1,253+22.2% | 加碼 |
| Sanford Advisory Services, LLC | 6,930 | $33.2 萬 | 0.08% | −160−2.3% | 減碼 |
| Ullmann Financial Group, Inc. | 6,922 | $33.2 萬 | 0.09% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 6,884 | $33.2 萬 | 0.08% | +106+1.6% | 加碼 |
| Ghe, LLC | 6,913 | $33.2 萬 | 0.25% | +6,913 | 新進 |
| First Pacific Financial | 6,947 | $33.3 萬 | 0.16% | −1,615−18.9% | 減碼 |
| Zullo Investment Group, Inc. | 6,947 | $33.3 萬 | 0.17% | +6,947 | 新進 |
| Security National Bank of So Dak | 6,952 | $33.4 萬 | 0.22% | −500−6.7% | 減碼 |
| Means Investment Co., Inc. | 6,960 | $33.4 萬 | 0.06% | +2,109+43.5% | 加碼 |
| Guyasuta Investment Advisors Inc | 6,987 | $33.5 萬 | 0.02% | −171,754−96.1% | 減碼 |
| Evanson Asset Management, LLC | 7,010 | $33.6 萬 | 0.03% | −1,672−19.3% | 減碼 |
| Adalta Capital Management LLC | 7,000 | $33.6 萬 | 0.15% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 7,004 | $33.6 萬 | 0.06% | +42+0.6% | 加碼 |
| Clear Perspective Advisors, LLC | 7,022 | $33.7 萬 | 0.10% | −130−1.8% | 減碼 |