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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 10,707 | $51.4 萬 | 0.04% | 00.0% | 不變 |
| Heron Financial Group, LLC | 9,248 | $51.4 萬 | 0.28% | −20−0.2% | 減碼 |
| WealthShield Partners, LLC | 10,719 | $51.4 萬 | 0.09% | +10,719 | 新進 |
| Confluence Wealth Services, Inc. | 10,748 | $51.5 萬 | 0.17% | +10,748 | 新進 |
| Oxford Financial Group Ltd | 10,758 | $51.6 萬 | 0.06% | +39+0.4% | 加碼 |
| Waldron Private Wealth LLC | 10,762 | $51.6 萬 | 0.03% | +118+1.1% | 加碼 |
| Fairview Capital Investment Management, LLC | 10,783 | $51.7 萬 | 0.03% | −67−0.6% | 減碼 |
| Annandale Capital, LLC | 10,792 | $51.8 萬 | 0.23% | +40.0% | 加碼 |
| Bragg Financial Advisors, Inc | 11,183 | $51.9 萬 | 0.03% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 10,809 | $51.9 萬 | 0.05% | +30+0.3% | 加碼 |
| VELA Investment Management, LLC | 10,820 | $51.9 萬 | 0.35% | +10,820 | 新進 |
| Jacobi Capital Management LLC | 10,840 | $52.0 萬 | 0.06% | +317+3.0% | 加碼 |
| Stephenson National Bank & Trust | 10,834 | $52.0 萬 | 0.30% | +586+5.7% | 加碼 |
| Douglas Lane & Associates, LLC | 10,877 | $52.2 萬 | 0.01% | −1,534−12.4% | 減碼 |
| Beaton Management Co. Inc. | 10,885 | $52.2 萬 | 0.31% | −500−4.4% | 減碼 |
| Contravisory Investment Management, Inc. | 10,889 | $52.2 萬 | 0.14% | +1,195+12.3% | 加碼 |
| Selway Asset Management | 10,900 | $52.3 萬 | 0.25% | −22,500−67.4% | 減碼 |
| Exeter Financial, LLC | 9,500 | $52.6 萬 | 0.29% | 00.0% | 不變 |
| Prentiss Smith & Co Inc | 11,001 | $52.8 萬 | 0.25% | −219−2.0% | 減碼 |
| Terry L. Blaker | 11,000 | $52.8 萬 | 0.04% | −67−0.6% | 減碼 |
| Leisure Capital Management | 11,038 | $53.0 萬 | 0.24% | 00.0% | 不變 |
| McCarthy Asset Management, Inc. | 11,079 | $53.2 萬 | 0.37% | −1,047−8.6% | 減碼 |
| Meridian Wealth Management, LLC | 11,177 | $53.6 萬 | 0.06% | −2,396−17.7% | 減碼 |
| Vontobel Asset Management Inc | 11,261 | $54.0 萬 | 0.00% | −208−1.8% | 減碼 |
| First Nebraska Trust Co | 11,272 | $54.1 萬 | 0.07% | −10−0.1% | 減碼 |
| Financial Advocates Investment Management | 11,267 | $54.1 萬 | 0.04% | +136+1.2% | 加碼 |
| Radnor Capital Management, LLC | 11,274 | $54.1 萬 | 0.13% | +11,274 | 新進 |
| BTR Capital Management Inc | 11,291 | $54.2 萬 | 0.06% | −1,540−12.0% | 減碼 |
| Aj Wealth Strategies, LLC | 11,305 | $54.2 萬 | 0.03% | +6+0.1% | 加碼 |
| Foundations Investment Advisors, LLC | 9,629 | $54.3 萬 | 0.02% | +4,716+96.0% | 加碼 |
| Blueprint Investment Partners LLC | 11,324 | $54.3 萬 | 0.13% | +4,308+61.4% | 加碼 |
| MorganRosel Wealth Management, LLC | 11,348 | $54.4 萬 | 0.26% | 00.0% | 不變 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 11,374 | $54.6 萬 | 0.60% | +11,374 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 11,429 | $54.8 萬 | 0.03% | −266−2.3% | 減碼 |
| Stelac Advisory Services LLC | 11,414 | $54.8 萬 | 0.15% | +484+4.4% | 加碼 |
| Fortem Financial Group, LLC | 11,463 | $55.0 萬 | 0.25% | +2,604+29.4% | 加碼 |
| Global Trust Asset Management, LLC | 11,478 | $55.1 萬 | 0.22% | +927+8.8% | 加碼 |
| Drive Wealth Management, LLC | 11,503 | $55.2 萬 | 0.49% | +11,503 | 新進 |
| Aull & Monroe Investment Management Corp | 11,529 | $55.3 萬 | 0.25% | −106−0.9% | 減碼 |
| Johnson Investment Counsel Inc | 11,544 | $55.4 萬 | 0.01% | −1,641−12.4% | 減碼 |
| Surevest, LLC | 11,549 | $55.4 萬 | 0.13% | 00.0% | 不變 |
| Visionary Wealth Advisors | 11,555 | $55.4 萬 | 0.05% | +4,526+64.4% | 加碼 |
| Ipswich Investment Management Co., Inc. | 11,565 | $55.5 萬 | 0.13% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 11,555 | $55.6 萬 | 0.09% | +6,038+109.4% | 加碼 |
| BBR Partners, LLC | 11,610 | $55.7 萬 | 0.07% | −3,036−20.7% | 減碼 |
| Claro Advisors LLC | 11,655 | $55.9 萬 | 0.20% | +143+1.2% | 加碼 |
| G&S Capital LLC | 11,671 | $56.0 萬 | 0.28% | −621−5.1% | 減碼 |
| Marietta Investment Partners LLC | 11,700 | $56.1 萬 | 0.12% | 00.0% | 不變 |
| Hudock, Inc. | 11,729 | $56.2 萬 | 0.16% | −337−2.8% | 減碼 |
| Edge Capital Group, LLC | 11,713 | $56.2 萬 | 0.04% | 00.0% | 不變 |
| Humankind Investments LLC | 11,783 | $56.5 萬 | 0.23% | +855+7.8% | 加碼 |
| Montecito Bank & Trust | 11,795 | $56.6 萬 | 0.10% | −130−1.1% | 減碼 |
| London & Capital Asset Management Ltd | 11,819 | $56.7 萬 | 0.03% | +1,710+16.9% | 加碼 |
| Pacifica Capital Investments, LLC | 11,835 | $56.8 萬 | 0.17% | 00.0% | 不變 |
| Summit Asset Management, LLC | 11,850 | $56.9 萬 | 0.16% | −154−1.3% | 減碼 |
| 9258 Wealth Management, LLC | 11,873 | $57.0 萬 | 0.13% | +1,563+15.2% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 11,900 | $57.1 萬 | 0.42% | −1,000−7.8% | 減碼 |
| IHT Wealth Management, LLC | 11,939 | $57.3 萬 | 0.04% | −2,043−14.6% | 減碼 |
| Cambridge Advisors Inc. | 11,962 | $57.4 萬 | 0.13% | −99−0.8% | 減碼 |
| Hanseatic Management Services Inc | 11,968 | $57.4 萬 | 0.94% | +401+3.5% | 加碼 |
| Pettyjohn, Wood & White, Inc | 11,987 | $57.5 萬 | 0.12% | −850−6.6% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 11,990 | $57.5 萬 | 0.15% | −189−1.6% | 減碼 |
| Childress Capital Advisors, LLC | 12,057 | $57.8 萬 | 0.24% | −2,718−18.4% | 減碼 |
| Alpine Global Management, LLC | 12,053 | $57.8 萬 | 0.09% | +12,053 | 新進 |
| Hexagon Capital Partners LLC | 12,114 | $58.1 萬 | 0.15% | −203−1.6% | 減碼 |
| Total Investment Management Inc | 12,126 | $58.2 萬 | 0.10% | +12,126 | 新進 |
| Deuterium Capital Management, LLC | 12,180 | $58.4 萬 | 0.86% | +12,180 | 新進 |
| Wealth Alliance | 12,193 | $58.5 萬 | 0.12% | +203+1.7% | 加碼 |
| Vicus Capital | 10,498 | $58.7 萬 | 0.06% | +3,106+42.0% | 加碼 |
| West Branch Capital LLC | 12,250 | $58.8 萬 | 0.25% | +697+6.0% | 加碼 |
| Iowa State Bank | 12,286 | $58.9 萬 | 0.14% | −1,350−9.9% | 減碼 |
| Liberty Wealth Management LLC | 12,286 | $58.9 萬 | 0.22% | −103−0.8% | 減碼 |
| Caldwell Trust Co | 12,297 | $59.0 萬 | 0.07% | 00.0% | 不變 |
| Tobam | 12,323 | $59.1 萬 | 0.03% | −1,833−12.9% | 減碼 |
| Leuthold Group, LLC | 12,311 | $59.1 萬 | 0.07% | +7,666+165.0% | 加碼 |
| Financial Counselors Inc | 12,359 | $59.3 萬 | 0.01% | −10,386−45.7% | 減碼 |
| Good Life Advisors, LLC | 12,359 | $59.3 萬 | 0.07% | −231−1.8% | 減碼 |
| Axiom Financial Strategies, LLC | 12,386 | $59.4 萬 | 0.27% | +20.0% | 加碼 |
| Donaldson Capital Management, LLC | 12,377 | $59.4 萬 | 0.03% | +215+1.8% | 加碼 |
| Welch Group, LLC | 12,409 | $59.5 萬 | 0.03% | +20.0% | 加碼 |
| Perennial Investment Advisors, LLC | 12,425 | $59.7 萬 | 0.19% | +5,106+69.8% | 加碼 |
| Purus Wealth Management, LLC | 12,550 | $60.2 萬 | 0.38% | +20.0% | 加碼 |
| Cornerstone Wealth Management, LLC | 12,651 | $60.4 萬 | 0.06% | +1,394+12.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 12,586 | $60.4 萬 | 0.17% | +12,586 | 新進 |
| Conrad Siegel Investment Advisors, Inc. | 13,103 | $60.8 萬 | 0.53% | +13,103 | 新進 |
| Penserra Capital Management LLC | 11,048 | $60.9 萬 | 0.01% | +607+5.8% | 加碼 |
| Investors Financial Group, LLC | 12,738 | $61.1 萬 | 0.28% | +50.0% | 加碼 |
| Weil Company, Inc. | 12,749 | $61.2 萬 | 0.29% | +20+0.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 12,778 | $61.3 萬 | 0.06% | +5,637+78.9% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 12,805 | $61.4 萬 | 0.16% | −1,700−11.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 12,860 | $61.7 萬 | 0.05% | +460+3.7% | 加碼 |
| Lakeside Advisors, INC. | 12,908 | $61.9 萬 | 0.46% | +12,908 | 新進 |
| Americana Partners, LLC | 12,950 | $62.1 萬 | 0.11% | +573+4.6% | 加碼 |
| BOK Financial Private Wealth, Inc. | 12,975 | $62.3 萬 | 0.04% | +1,800+16.1% | 加碼 |
| Fort Sheridan Advisors LLC | 12,995 | $62.4 萬 | 0.18% | +100+0.8% | 加碼 |
| Gagnon Securities LLC | 13,056 | $62.6 萬 | 0.09% | 00.0% | 不變 |
| Alps Advisors Inc | 13,059 | $62.7 萬 | 0.01% | −1,419,491−99.1% | 減碼 |
| Well Done, LLC | 13,065 | $62.7 萬 | 0.13% | −429−3.2% | 減碼 |
| Chicago Trust Co NA | 13,090 | $62.8 萬 | 0.13% | +1,979+17.8% | 加碼 |
| Canandaigua National Corp | 13,125 | $63.0 萬 | 0.09% | −937−6.7% | 減碼 |