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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 15,776 | $75.7 萬 | 0.07% | −725−4.4% | 減碼 |
| Element Wealth, LLC | 15,764 | $75.6 萬 | 0.57% | −128−0.8% | 減碼 |
| Financial Advisory Corp | 15,590 | $74.8 萬 | 0.36% | +15,590 | 新進 |
| AdvisorNet Financial, Inc | 15,461 | $74.2 萬 | 0.05% | −1,852−10.7% | 減碼 |
| Parsec Financial Management, Inc. | 15,409 | $73.9 萬 | 0.03% | +1,717+12.5% | 加碼 |
| IVC Wealth Advisors LLC | 15,302 | $73.4 萬 | 0.47% | +70.0% | 加碼 |
| ARGI Investment Services, LLC | 15,271 | $73.3 萬 | 0.02% | +1,221+8.7% | 加碼 |
| North Star Investment Management Corp. | 15,151 | $72.7 萬 | 0.05% | +100+0.7% | 加碼 |
| Annex Advisory Services, LLC | 15,124 | $72.6 萬 | 0.05% | +15,124 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 15,106 | $72.5 萬 | 0.03% | +4,767+46.1% | 加碼 |
| Diligent Investors, LLC | 15,098 | $72.4 萬 | 0.20% | −289−1.9% | 減碼 |
| Wintrust Investments LLC | 15,099 | $72.4 萬 | 0.07% | +1,672+12.5% | 加碼 |
| Laird Norton Trust Company, LLC | 15,060 | $72.2 萬 | 0.07% | −400−2.6% | 減碼 |
| Providence Wealth Advisors, LLC | 12,968 | $71.9 萬 | 0.45% | 00.0% | 不變 |
| Ycg, LLC | 14,967 | $71.8 萬 | 0.06% | −505,906−97.1% | 減碼 |
| Family Legacy, Inc. | 12,800 | $71.8 萬 | 0.29% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 14,923 | $71.6 萬 | 0.09% | −169−1.1% | 減碼 |
| Latitude Advisors, LLC | 14,873 | $71.4 萬 | 0.20% | −1,184−7.4% | 減碼 |
| RB Capital Management, LLC | 14,873 | $71.4 萬 | 0.22% | +373+2.6% | 加碼 |
| Kathleen S. Wright Associates Inc. | 14,817 | $71.1 萬 | 0.52% | +14,817 | 新進 |
| Steel Peak Wealth Management LLC | 14,785 | $70.9 萬 | 0.04% | −1,214−7.6% | 減碼 |
| Northeast Investment Management | 14,785 | $70.9 萬 | 0.03% | +3,500+31.0% | 加碼 |
| Sentinel Trust Co Lba | 14,776 | $70.9 萬 | 0.09% | +14,776 | 新進 |
| Glenview Trust Co | 14,736 | $70.7 萬 | 0.02% | 00.0% | 不變 |
| Citizens Financial Group Inc | 15,740 | $70.4 萬 | 0.02% | +348+2.3% | 加碼 |
| Alterna Wealth Management, Inc | 14,667 | $70.4 萬 | 0.58% | +14,667 | 新進 |
| Waddell & Associates, LLC | 14,639 | $70.2 萬 | 0.11% | −1,340−8.4% | 減碼 |
| Monument Capital Management | 14,621 | $70.2 萬 | 0.22% | +875+6.4% | 加碼 |
| AIMZ Investment Advisors, LLC | 14,512 | $69.6 萬 | 0.27% | −170−1.2% | 減碼 |
| Sentry Investment Management LLC | 14,489 | $69.5 萬 | 0.18% | −23,443−61.8% | 減碼 |
| Cardiff Park Advisors, LLC | 14,435 | $69.3 萬 | 0.09% | +14,435 | 新進 |
| HBK Sorce Advisory LLC | 14,421 | $69.2 萬 | 0.04% | +89+0.6% | 加碼 |
| Sunflower Bank, N.A. | 14,394 | $69.1 萬 | 0.09% | −189−1.3% | 減碼 |
| LexAurum Advisors, LLC | 14,360 | $68.9 萬 | 0.22% | −194−1.3% | 減碼 |
| First Midwest Bank Trust Division | 14,363 | $68.9 萬 | 0.09% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 14,342 | $68.8 萬 | 0.40% | 00.0% | 不變 |
| Ascent Group, LLC | 12,774 | $68.6 萬 | 0.09% | +12,774 | 新進 |
| O'Neil Global Advisors, Inc. | 14,249 | $68.4 萬 | 1.13% | +14,249 | 新進 |
| StoneX Group Inc. | 14,236 | $68.3 萬 | 0.08% | +2,441+20.7% | 加碼 |
| Journey Strategic Wealth LLC | 14,179 | $68.0 萬 | 0.07% | +14,179 | 新進 |
| X-Square Capital, LLC | 14,134 | $67.8 萬 | 0.34% | +152+1.1% | 加碼 |
| Ballentine Partners, LLC | 14,086 | $67.6 萬 | 0.02% | +3,163+29.0% | 加碼 |
| Chilton Capital Management LLC | 14,003 | $67.2 萬 | 0.03% | −4,450−24.1% | 減碼 |
| International Assets Investment Management, LLC | 14,014 | $67.2 萬 | 0.12% | −58,616−80.7% | 減碼 |
| Boston Common Asset Management, LLC | 14,002 | $67.2 萬 | 0.03% | +360+2.6% | 加碼 |
| Webster Bank, N. A. | 13,913 | $66.8 萬 | 0.07% | 00.0% | 不變 |
| Stokes Family Office, LLC | 13,897 | $66.7 萬 | 0.08% | +223+1.6% | 加碼 |
| Wedmont Private Capital | 11,912 | $66.7 萬 | 0.21% | +11,912 | 新進 |
| Osterweis Capital Management Inc | 13,896 | $66.6 萬 | 0.03% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 13,863 | $66.5 萬 | 0.08% | +60.0% | 加碼 |
| Front Street Capital Management, Inc. | 13,821 | $66.3 萬 | 0.12% | +75+0.5% | 加碼 |
| Harbour Investments, Inc. | 13,790 | $66.2 萬 | 0.04% | −110,294−88.9% | 減碼 |
| Gryphon Financial Partners LLC | 13,803 | $66.2 萬 | 0.13% | −8,640−38.5% | 減碼 |
| Northwest Wealth Management, LLC | 13,807 | $66.2 萬 | 0.31% | +4,926+55.5% | 加碼 |
| FineMark National Bank & Trust | 13,747 | $66.0 萬 | 0.03% | +357+2.7% | 加碼 |
| Vista Private Wealth Partners. LLC | 13,056 | $66.0 萬 | 0.25% | 00.0% | 不變 |
| Shakespeare Wealth Management, Inc. | 13,709 | $65.8 萬 | 0.23% | −272−1.9% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 13,664 | $65.6 萬 | 0.38% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 13,679 | $65.6 萬 | 0.03% | +428+3.2% | 加碼 |
| Titleist Asset Management, Ltd. | 13,683 | $65.6 萬 | 0.13% | +13,683 | 新進 |
| JFS Wealth Advisors, LLC | 13,648 | $65.5 萬 | 0.06% | +157+1.2% | 加碼 |
| MV Capital Management, Inc. | 13,661 | $65.5 萬 | 0.10% | +1,095+8.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 13,645 | $65.5 萬 | 0.05% | +1,244+10.0% | 加碼 |
| XR Securities LLC | 13,564 | $65.1 萬 | 0.08% | +13,564 | 新進 |
| RGT Wealth Advisors, LLC | 13,545 | $65.0 萬 | 0.10% | −738−5.2% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 13,525 | $64.9 萬 | 0.58% | +13,525 | 新進 |
| Guardian Wealth Management, Inc. | 13,521 | $64.9 萬 | 0.62% | +13,521 | 新進 |
| Fractal Investments LLC | 13,479 | $64.7 萬 | 0.22% | +13,479 | 新進 |
| ZWJ Investment Counsel Inc | 13,410 | $64.3 萬 | 0.03% | 00.0% | 不變 |
| First Foundation Advisors | 13,399 | $64.3 萬 | 0.02% | +1,616+13.7% | 加碼 |
| Weatherly Asset Management L. P. | 13,372 | $64.2 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 13,370 | $64.1 萬 | 0.13% | +2,501+23.0% | 加碼 |
| Burke & Herbert Bank & Trust Co | 13,281 | $63.7 萬 | 0.37% | −1,854−12.2% | 減碼 |
| Hilltop Holdings Inc. | 13,274 | $63.7 萬 | 0.07% | +903+7.3% | 加碼 |
| Beach Investment Counsel Inc | 13,239 | $63.5 萬 | 0.08% | 00.0% | 不變 |
| Madison Wealth Management | 13,212 | $63.4 萬 | 0.13% | −153−1.1% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 13,148 | $63.1 萬 | 0.18% | −1,083−7.6% | 減碼 |
| Canandaigua National Corp | 13,125 | $63.0 萬 | 0.09% | −937−6.7% | 減碼 |
| Quadrant Private Wealth Management, LLC | 13,139 | $63.0 萬 | 0.23% | +108+0.8% | 加碼 |
| Chicago Trust Co NA | 13,090 | $62.8 萬 | 0.13% | +1,979+17.8% | 加碼 |
| 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 |
| Gagnon Securities LLC | 13,056 | $62.6 萬 | 0.09% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 12,995 | $62.4 萬 | 0.18% | +100+0.8% | 加碼 |
| BOK Financial Private Wealth, Inc. | 12,975 | $62.3 萬 | 0.04% | +1,800+16.1% | 加碼 |
| Americana Partners, LLC | 12,950 | $62.1 萬 | 0.11% | +573+4.6% | 加碼 |
| Lakeside Advisors, INC. | 12,908 | $61.9 萬 | 0.46% | +12,908 | 新進 |
| Osborne Partners Capital Management, LLC | 12,860 | $61.7 萬 | 0.05% | +460+3.7% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 12,805 | $61.4 萬 | 0.16% | −1,700−11.7% | 減碼 |
| Flagship Harbor Advisors, LLC | 12,778 | $61.3 萬 | 0.06% | +5,637+78.9% | 加碼 |
| Weil Company, Inc. | 12,749 | $61.2 萬 | 0.29% | +20+0.2% | 加碼 |
| Investors Financial Group, LLC | 12,738 | $61.1 萬 | 0.28% | +50.0% | 加碼 |
| Penserra Capital Management LLC | 11,048 | $60.9 萬 | 0.01% | +607+5.8% | 加碼 |
| Conrad Siegel Investment Advisors, Inc. | 13,103 | $60.8 萬 | 0.53% | +13,103 | 新進 |
| 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 |
| Purus Wealth Management, LLC | 12,550 | $60.2 萬 | 0.38% | +20.0% | 加碼 |
| Perennial Investment Advisors, LLC | 12,425 | $59.7 萬 | 0.19% | +5,106+69.8% | 加碼 |
| Welch Group, LLC | 12,409 | $59.5 萬 | 0.03% | +20.0% | 加碼 |
| Axiom Financial Strategies, LLC | 12,386 | $59.4 萬 | 0.27% | +20.0% | 加碼 |