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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 7,081 | $34.0 萬 | 0.03% | +1,526+27.5% | 加碼 |
| Summit Trail Advisors, LLC | 7,077 | $34.0 萬 | 0.02% | −1,795−20.2% | 減碼 |
| Lincoln Capital LLC | 7,091 | $34.0 萬 | 0.08% | 00.0% | 不變 |
| Wallace Capital Management Inc. | 7,114 | $34.1 萬 | 0.05% | 00.0% | 不變 |
| Park National Corp | 7,108 | $34.1 萬 | 0.01% | +1,104+18.4% | 加碼 |
| Lynch & Associates | 7,164 | $34.4 萬 | 0.08% | −2,675−27.2% | 減碼 |
| Pallas Capital Advisors LLC | 6,423 | $34.5 萬 | 0.04% | +392+6.5% | 加碼 |
| Chelsea Counsel Co | 7,202 | $34.6 萬 | 0.15% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 8,124 | $34.8 萬 | 0.03% | +344+4.4% | 加碼 |
| Fox Run Management, L.L.C. | 7,248 | $34.8 萬 | 0.21% | +7,248 | 新進 |
| Wealth Architects, LLC | 7,270 | $34.9 萬 | 0.06% | −588−7.5% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,284 | $35.0 萬 | 0.31% | +7,284 | 新進 |
| Roosevelt Investment Group LLC | 7,317 | $35.1 萬 | 0.02% | +7,317 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 7,319 | $35.1 萬 | 0.02% | +7,319 | 新進 |
| M&R Capital Management Inc | 7,350 | $35.2 萬 | 0.07% | −100−1.3% | 減碼 |
| Comerica Securities,inc. | 7,361 | $35.3 萬 | 0.02% | +788+12.0% | 加碼 |
| Harbor Investment Advisory, LLC | 7,396 | $35.5 萬 | 0.04% | −6,850−48.1% | 減碼 |
| Security National Bank of Sioux City Iowa | 7,392 | $35.5 萬 | 0.24% | −500−6.3% | 減碼 |
| New Jersey Better Educational Savings Trust | 7,401 | $35.5 萬 | 0.79% | 00.0% | 不變 |
| Pacific Global Investment Management CO | 7,397 | $35.5 萬 | 0.07% | +509+7.4% | 加碼 |
| Intrust Bank NA | 7,440 | $35.7 萬 | 0.04% | −3,270−30.5% | 減碼 |
| Summit X, LLC | 7,403 | $35.7 萬 | 0.08% | +665+9.9% | 加碼 |
| US Financial Advisors, LLC | 7,461 | $35.8 萬 | 0.16% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 7,458 | $35.8 萬 | 0.15% | +648+9.5% | 加碼 |
| Lake Street Financial LLC | 7,453 | $35.8 萬 | 0.06% | +7,453 | 新進 |
| Front Row Advisors LLC | 7,474 | $35.9 萬 | 0.13% | +584+8.5% | 加碼 |
| Magnolia Capital Management Ltd | 7,500 | $36.0 萬 | 0.28% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 7,508 | $36.0 萬 | 0.06% | +594+8.6% | 加碼 |
| Exencial Wealth Advisors, LLC | 7,526 | $36.1 萬 | 0.02% | +1,905+33.9% | 加碼 |
| Founders Financial Alliance, LLC | 7,544 | $36.2 萬 | 0.15% | +20.0% | 加碼 |
| Ballast, Inc. | 7,557 | $36.2 萬 | 0.14% | +7,557 | 新進 |
| First Personal Financial Services | 7,577 | $36.4 萬 | 0.08% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 7,589 | $36.4 萬 | 0.07% | +3,148+70.9% | 加碼 |
| Axxcess Wealth Management, LLC | 7,583 | $36.4 萬 | 0.03% | +7,583 | 新進 |
| Bridge Creek Capital Management LLC | 7,600 | $36.5 萬 | 0.13% | −300−3.8% | 減碼 |
| James Hambro & Partners | 7,629 | $36.6 萬 | 0.02% | −337−4.2% | 減碼 |
| First National Bank & Trust Co of Newtown | 7,649 | $36.7 萬 | 0.07% | 00.0% | 不變 |
| Evolution Advisers, Inc. | 7,667 | $36.7 萬 | 0.27% | +7,667 | 新進 |
| PrairieView Partners, LLC | 7,693 | $36.9 萬 | 0.05% | −244−3.1% | 減碼 |
| Arrow Financial Corp | 7,700 | $36.9 萬 | 0.04% | −10−0.1% | 減碼 |
| E&G Advisors, LP | 7,688 | $36.9 萬 | 0.09% | 00.0% | 不變 |
| First Dallas Securities Inc. | 7,700 | $36.9 萬 | 0.24% | +3,350+77.0% | 加碼 |
| Zions Bancorporation, N.A. | 7,735 | $37.1 萬 | 0.03% | +723+10.3% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $37.2 萬 | 0.09% | 00.0% | 不變 |
| Private Capital Group, LLC | 7,770 | $37.3 萬 | 0.08% | −45−0.6% | 減碼 |
| HYA Advisors, Inc | 7,799 | $37.4 萬 | 0.13% | +139+1.8% | 加碼 |
| Campion Asset Management LLC | 7,790 | $37.4 萬 | 0.31% | +1,700+27.9% | 加碼 |
| Valmark Advisers, Inc. | 7,801 | $37.4 萬 | 0.01% | +1,720+28.3% | 加碼 |
| Traphagen Investment Advisors LLC | 7,803 | $37.4 萬 | 0.06% | −150−1.9% | 減碼 |
| Minot Wealth Management LLC | 7,840 | $37.6 萬 | 0.07% | +90+1.2% | 加碼 |
| Avion Wealth | 7,863 | $37.7 萬 | 0.11% | 00.0% | 不變 |
| Cadence Bank NA | 7,876 | $37.8 萬 | 0.10% | +84+1.1% | 加碼 |
| Adviser Investments LLC | 7,871 | $37.8 萬 | 0.03% | +74+0.9% | 加碼 |
| Cedar Brook Financial Partners, LLC | 7,899 | $37.9 萬 | 0.10% | −74−0.9% | 減碼 |
| Wayfinding Financial, LLC | 7,058 | $37.9 萬 | 0.30% | +7,058 | 新進 |
| Lakeview Capital Partners, LLC | 7,923 | $38.0 萬 | 0.22% | −4,946−38.4% | 減碼 |
| First Citizens Financial Corp | 7,948 | $38.1 萬 | 0.28% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 7,966 | $38.2 萬 | 0.08% | −1,269−13.7% | 減碼 |
| Bordeaux Wealth Advisors LLC | 7,953 | $38.2 萬 | 0.18% | +2,568+47.7% | 加碼 |
| Lindbrook Capital, LLC | 7,989 | $38.3 萬 | 0.06% | +4,984+165.9% | 加碼 |
| Washington Capital Management Inc | 8,000 | $38.4 萬 | 0.31% | 00.0% | 不變 |
| Monetary Management Group Inc | 8,047 | $38.6 萬 | 0.10% | −18−0.2% | 減碼 |
| Plancorp, LLC | 8,036 | $38.6 萬 | 0.02% | +323+4.2% | 加碼 |
| BNC Wealth Management, LLC | 8,056 | $38.7 萬 | 0.18% | +1,844+29.7% | 加碼 |
| Cidel Asset Management Inc | 8,100 | $38.9 萬 | 0.01% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 8,159 | $39.1 萬 | 0.07% | −12,094−59.7% | 減碼 |
| Lumbard & Kellner, LLC | 8,154 | $39.1 萬 | 0.15% | −3,987−32.8% | 減碼 |
| Sand Hill Global Advisors, LLC | 8,165 | $39.2 萬 | 0.02% | +105+1.3% | 加碼 |
| Tributary Capital Management, LLC | 8,200 | $39.3 萬 | 0.03% | −300−3.5% | 減碼 |
| DRW Securities, LLC | 8,234 | $39.5 萬 | 0.03% | −5,142−38.4% | 減碼 |
| Successful Portfolios LLC | 8,224 | $39.5 萬 | 0.21% | −7−0.1% | 減碼 |
| Howe & Rusling Inc | 8,256 | $39.6 萬 | 0.05% | −1,923−18.9% | 減碼 |
| Stegent Equity Advisors, Inc. | 8,296 | $39.6 萬 | 0.32% | +8,296 | 新進 |
| Mycio Wealth Partners, LLC | 8,283 | $39.7 萬 | 0.13% | 00.0% | 不變 |
| Cohen Capital Management, Inc. | 8,274 | $39.7 萬 | 0.06% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 8,296 | $39.8 萬 | 0.40% | −698−7.8% | 減碼 |
| Indiana Trust & Investment Management CO | 8,318 | $39.9 萬 | 0.18% | −175−2.1% | 減碼 |
| CX Institutional | 8,324 | $39.9 萬 | 0.03% | +387+4.9% | 加碼 |
| Castleview Partners, LLC | 19,239 | $40.1 萬 | 0.00% | +19,239 | 新進 |
| Silverlake Wealth Management LLC | 8,382 | $40.2 萬 | 0.22% | +8,382 | 新進 |
| Nichols & Pratt Advisers LLP | 8,400 | $40.3 萬 | 0.03% | 00.0% | 不變 |
| Woodstock Corp | 8,404 | $40.3 萬 | 0.04% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 8,397 | $40.3 萬 | 0.06% | +187+2.3% | 加碼 |
| Crawford Investment Counsel Inc | 8,424 | $40.4 萬 | 0.01% | −3,029−26.4% | 減碼 |
| Bailard, Inc. | 8,430 | $40.4 萬 | 0.01% | −75−0.9% | 減碼 |
| Mechanics Bank Trust Department | 8,425 | $40.4 萬 | 0.06% | 00.0% | 不變 |
| Bollard Group LLC | 8,429 | $40.4 萬 | 0.01% | 00.0% | 不變 |
| Investment Advisory Group, LLC | 6,841 | $40.4 萬 | 0.26% | +6,841 | 新進 |
| Schulhoff & Co Inc | 8,586 | $41.1 萬 | 0.17% | 00.0% | 不變 |
| Court Place Advisors, LLC | 8,579 | $41.2 萬 | 0.11% | −764−8.2% | 減碼 |
| Optas, LLC | 8,630 | $41.4 萬 | 0.12% | −3,939−31.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 8,623 | $41.4 萬 | 0.02% | +1,203+16.2% | 加碼 |
| Iron Horse Wealth Management, LLC | 8,654 | $41.5 萬 | 0.23% | −180−2.0% | 減碼 |
| Greylin Investment Mangement Inc | 8,670 | $41.6 萬 | 0.08% | −329−3.7% | 減碼 |
| Institute for Wealth Management, LLC. | 8,662 | $41.6 萬 | 0.07% | −95−1.1% | 減碼 |
| Enterprise Financial Services Corp | 8,696 | $41.7 萬 | 0.06% | −642−6.9% | 減碼 |
| Lipe & Dalton | 8,700 | $41.7 萬 | 0.20% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 8,704 | $41.8 萬 | 0.08% | −1,945−18.3% | 減碼 |
| PSI Advisors, LLC | 8,719 | $41.8 萬 | 0.17% | −815−8.5% | 減碼 |
| OneAscent Financial Services LLC | 8,745 | $42.0 萬 | 0.80% | +8,745 | 新進 |