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 |
|---|---|---|---|---|---|
| Monticello Wealth Management, LLC | 8,771 | $42.1 萬 | 0.04% | −994−10.2% | 減碼 |
| E Fund Management Co., Ltd. | 8,813 | $42.3 萬 | 0.01% | −213−2.4% | 減碼 |
| River Wealth Advisors LLC | 8,823 | $42.3 萬 | 0.07% | +6+0.1% | 加碼 |
| Royal Fund Management, LLC | 8,854 | $42.4 萬 | 0.06% | +26+0.3% | 加碼 |
| Trust Co of Virginia | 8,843 | $42.4 萬 | 0.04% | +2,055+30.3% | 加碼 |
| Piscataqua Savings Bank | 8,841 | $42.5 萬 | 0.33% | −100−1.1% | 減碼 |
| Arbor Investment Advisors, LLC | 8,852 | $42.5 萬 | 0.08% | +46+0.5% | 加碼 |
| Spectrum Management Group, LLC | 8,885 | $42.6 萬 | 0.06% | 00.0% | 不變 |
| Cahill Financial Advisors Inc | 8,869 | $42.6 萬 | 0.08% | +13+0.1% | 加碼 |
| Smith, Moore & Co. | 8,948 | $42.9 萬 | 0.06% | −200−2.2% | 減碼 |
| Sage Mountain Advisors LLC | 8,950 | $42.9 萬 | 0.05% | +815+10.0% | 加碼 |
| Trust Co of Vermont | 8,977 | $43.1 萬 | 0.03% | −5,713−38.9% | 減碼 |
| West Wealth Group, LLC | 9,007 | $43.2 萬 | 0.16% | +9,007 | 新進 |
| Kore Private Wealth LLC | 9,047 | $43.4 萬 | 0.05% | −833−8.4% | 減碼 |
| Camden National Bank | 9,048 | $43.4 萬 | 0.08% | 00.0% | 不變 |
| Agate Pass Investment Management, LLC | 9,054 | $43.4 萬 | 0.27% | +9,054 | 新進 |
| Lebenthal Global Advisors, LLC | 9,074 | $43.5 萬 | 0.18% | +9,074 | 新進 |
| Cim Investment Mangement Inc | 9,080 | $43.6 萬 | 0.13% | −179−1.9% | 減碼 |
| First PREMIER Bank | 9,069 | $43.6 萬 | 0.11% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 9,078 | $43.6 萬 | 0.00% | +1,144+14.4% | 加碼 |
| Delta Investment Management, LLC | 9,114 | $43.7 萬 | 0.13% | −3,850−29.7% | 減碼 |
| Equitable Trust Co | 9,135 | $43.8 萬 | 0.03% | +4,767+109.1% | 加碼 |
| Echo Street Capital Management LLC | 9,150 | $43.9 萬 | 0.00% | −9,326−50.5% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,162 | $44.0 萬 | 0.10% | −17,832−66.1% | 減碼 |
| Boston Trust Walden Corp | 9,209 | $44.2 萬 | 0.00% | +825+9.8% | 加碼 |
| SNS Financial Group, LLC | 9,291 | $44.5 萬 | 0.05% | −261−2.7% | 減碼 |
| Cowa, LLC | 9,300 | $44.6 萬 | 0.22% | −264−2.8% | 減碼 |
| Planning Center, Inc. | 7,981 | $44.6 萬 | 0.36% | +7,981 | 新進 |
| S.A. Mason LLC | 9,306 | $44.7 萬 | 0.27% | −38−0.4% | 減碼 |
| MUFG Securities EMEA plc | 9,364 | $44.9 萬 | 0.01% | −1,014,390−99.1% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 9,381 | $45.0 萬 | 0.22% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 9,386 | $45.0 萬 | 0.07% | +37+0.4% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 9,380 | $45.0 萬 | 0.03% | +127+1.4% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,393 | $45.1 萬 | 0.13% | −215−2.2% | 減碼 |
| Colonial Trust Advisors | 9,448 | $45.3 萬 | 0.05% | 00.0% | 不變 |
| Heritage Investors Management Corp | 9,450 | $45.3 萬 | 0.02% | +2,625+38.5% | 加碼 |
| Maven Securities LTD | 9,450 | $45.3 萬 | 0.06% | +3,924+71.0% | 加碼 |
| Worth Venture Partners, LLC | 9,459 | $45.4 萬 | 0.23% | −9,516−50.2% | 減碼 |
| Nexus Investment Management ULC | 9,470 | $45.4 萬 | 0.05% | 00.0% | 不變 |
| Dixon Hubard Feinour & Brown Inc | 9,462 | $45.4 萬 | 0.04% | +9,462 | 新進 |
| IFG Advisory, LLC | 9,486 | $45.5 萬 | 0.04% | −523−5.2% | 減碼 |
| Regatta Capital Group, LLC | 9,480 | $45.5 萬 | 0.16% | +9,480 | 新進 |
| Wealthspire Advisors, LLC | 9,500 | $45.6 萬 | 0.01% | −1,498−13.6% | 減碼 |
| XTX Topco Ltd | 9,502 | $45.6 萬 | 0.26% | +9,502 | 新進 |
| Autumn Glory Partners, LLC | 9,500 | $45.6 萬 | 0.19% | +9,500 | 新進 |
| Bank of the West | 9,514 | $45.7 萬 | 0.04% | −7,051−42.6% | 減碼 |
| Washington Trust Advisors, Inc. | 9,517 | $45.7 萬 | 0.03% | +9,517 | 新進 |
| Texas Capital Bancshares Inc | 9,543 | $45.8 萬 | 0.27% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 9,595 | $46.0 萬 | 0.11% | 00.0% | 不變 |
| Claar Advisors LLC | 9,600 | $46.1 萬 | 0.13% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 9,638 | $46.2 萬 | 0.02% | +849+9.7% | 加碼 |
| Baldwin Brothers Inc | 9,700 | $46.5 萬 | 0.05% | 00.0% | 不變 |
| State of Wyoming | 9,712 | $46.6 萬 | 0.22% | −1,998−17.1% | 減碼 |
| Vahanian & Associates Financial Planning Inc. | 9,737 | $46.7 萬 | 0.38% | +9,737 | 新進 |
| Red Door Wealth Management, LLC | 9,769 | $46.8 萬 | 0.15% | −3,806−28.0% | 減碼 |
| Bray Capital Advisors | 9,756 | $46.8 萬 | 0.11% | +30.0% | 加碼 |
| BKD Wealth Advisors, LLC | 9,750 | $46.8 萬 | 0.02% | +953+10.8% | 加碼 |
| Royal Capital Wealth Management, LLC | 9,786 | $47.0 萬 | 0.46% | +9,786 | 新進 |
| Great Valley Advisor Group, Inc. | 9,879 | $47.2 萬 | 0.03% | −694−6.6% | 減碼 |
| Intrua Financial, LLC | 9,860 | $47.3 萬 | 0.08% | −149−1.5% | 減碼 |
| Old North State Trust, LLC | 9,860 | $47.3 萬 | 0.34% | +1,486+17.7% | 加碼 |
| Golden State Wealth Management, LLC | 9,860 | $47.3 萬 | 0.08% | +4,079+70.6% | 加碼 |
| Formidable Asset Management, LLC | 9,144 | $47.4 萬 | 0.09% | −61−0.7% | 減碼 |
| All Terrain Financial Advisors, LLC | 9,890 | $47.5 萬 | 0.20% | +2,172+28.1% | 加碼 |
| AXS Investments LLC | 9,905 | $47.5 萬 | 0.11% | +9,905 | 新進 |
| Ausdal Financial Partners, Inc. | 9,953 | $47.8 萬 | 0.06% | −785−7.3% | 減碼 |
| Zuckerman Investment Group, LLC | 9,968 | $47.8 萬 | 0.07% | −10.0% | 減碼 |
| Quattro Financial Advisors LLC | 10,000 | $48.0 萬 | 0.17% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 9,997 | $48.0 萬 | 0.07% | −478−4.6% | 減碼 |
| Platform Technology Partners | 10,010 | $48.0 萬 | 0.21% | −75−0.7% | 減碼 |
| Nokota Management, LP | 10,000 | $48.0 萬 | 0.48% | 00.0% | 不變 |
| Parsons Capital Management Inc | 10,020 | $48.1 萬 | 0.03% | −800−7.4% | 減碼 |
| Jacobs & Co | 10,070 | $48.3 萬 | 0.05% | 00.0% | 不變 |
| Eclectic Associates Inc | 10,135 | $48.6 萬 | 0.31% | +1,912+23.3% | 加碼 |
| Punch & Associates Investment Management, Inc. | 10,160 | $48.7 萬 | 0.03% | 00.0% | 不變 |
| Advisors Management Group Inc | 10,152 | $48.7 萬 | 0.15% | −20.0% | 減碼 |
| Alliance Wealth Advisors, LLC | 10,232 | $49.1 萬 | 0.40% | −140−1.3% | 減碼 |
| Private Portfolio Partners LLC | 10,272 | $49.3 萬 | 0.13% | +616+6.4% | 加碼 |
| HCR Wealth Advisors | 10,271 | $49.3 萬 | 0.08% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 10,281 | $49.3 萬 | 0.08% | +399+4.0% | 加碼 |
| Cannell Peter B & Co Inc | 10,300 | $49.4 萬 | 0.01% | −4,030−28.1% | 減碼 |
| MKT Advisors LLC | 9,129 | $49.4 萬 | 0.39% | +9,129 | 新進 |
| West Family Investments, Inc. | 10,311 | $49.5 萬 | 0.14% | −2,841−21.6% | 減碼 |
| Grove Bank & Trust | 10,384 | $49.8 萬 | 0.10% | +1,462+16.4% | 加碼 |
| Marcum Wealth, LLC | 10,411 | $49.9 萬 | 0.07% | −404−3.7% | 減碼 |
| Basepoint Wealth LLC | 10,412 | $50.0 萬 | 0.49% | +10,412 | 新進 |
| First Farmers & Merchants Bank / Trust | 10,457 | $50.2 萬 | 0.50% | +10,457 | 新進 |
| Peak Planning Group, LLC | 10,471 | $50.2 萬 | 0.37% | +20.0% | 加碼 |
| Ssi Investment Management LLC | 10,487 | $50.3 萬 | 0.03% | −30−0.3% | 減碼 |
| Windsor Group LTD | 9,547 | $50.4 萬 | 0.09% | +9,547 | 新進 |
| David Loasby | 10,549 | $50.6 萬 | 0.06% | +10.0% | 加碼 |
| Anchor Investment Management, LLC | 10,565 | $50.7 萬 | 0.06% | +235+2.3% | 加碼 |
| Sippican Capital Advisors | 10,566 | $50.7 萬 | 0.43% | −5,970−36.1% | 減碼 |
| Keystone Financial Group | 10,581 | $50.8 萬 | 0.08% | +23+0.2% | 加碼 |
| Lauterbach Financial Advisors, LLC | 10,597 | $50.8 萬 | 0.45% | +10,597 | 新進 |
| Old West Investment Management, LLC | 10,610 | $50.9 萬 | 0.30% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 10,610 | $50.9 萬 | 0.14% | +1,699+19.1% | 加碼 |
| Aspen Investment Management Inc | 10,629 | $51.0 萬 | 0.25% | −9−0.1% | 減碼 |
| Hikari Tsushin, Inc. | 10,631 | $51.0 萬 | 0.06% | +10,631 | 新進 |
| Titus Wealth Management | 10,676 | $51.2 萬 | 0.23% | +1,475+16.0% | 加碼 |