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 |
|---|---|---|---|---|---|
| Monte Financial Group, LLC | 132,520 | $635.8 萬 | 3.35% | −4,123−3.0% | 減碼 |
| Kessler Investment Group, LLC | 132,320 | $634.9 萬 | 3.57% | +14,048+11.9% | 加碼 |
| Seven Eight Capital, LP | 132,176 | $634.2 萬 | 1.14% | +132,176 | 新進 |
| Alpha Cubed Investments, LLC | 131,942 | $633.1 萬 | 0.41% | −2,898−2.1% | 減碼 |
| Red Cedar Capital, LLC | 131,858 | $632.7 萬 | 3.61% | 00.0% | 不變 |
| Norinchukin Bank, The | 130,652 | $626.9 萬 | 0.08% | −5,892−4.3% | 減碼 |
| GAM Holding AG | 130,277 | $625.1 萬 | 0.28% | −132,333−50.4% | 減碼 |
| Bard Financial Services, Inc. | 129,890 | $623.2 萬 | 0.50% | −13,525−9.4% | 減碼 |
| Icapital Wealth LLC | 129,627 | $622.0 萬 | 2.41% | +129,627 | 新進 |
| Greenwood Gearhart Inc | 129,562 | $621.7 萬 | 0.86% | +1,377+1.1% | 加碼 |
| Dana Investment Advisors, Inc. | 128,808 | $618.0 萬 | 0.27% | −4,386−3.3% | 減碼 |
| First National Bank of Omaha | 128,242 | $615.3 萬 | 0.29% | −2,568−2.0% | 減碼 |
| Pinnacle Associates Ltd | 127,442 | $611.5 萬 | 0.11% | +1,648+1.3% | 加碼 |
| Uncommon Cents Investing LLC | 125,414 | $601.7 萬 | 2.26% | +3,335+2.7% | 加碼 |
| TD Private Client Wealth LLC | 125,039 | $599.9 萬 | 0.25% | −22,345−15.2% | 減碼 |
| Crestline Management, LP | 125,000 | $599.8 萬 | 0.45% | +100,203+404.1% | 加碼 |
| Chesley Taft & Associates LLC | 124,935 | $599.4 萬 | 0.31% | +4,140+3.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 124,082 | $595.3 萬 | 0.33% | +124,082 | 新進 |
| Tiaa, FSB | 124,798 | $591.5 萬 | 0.02% | +160+0.1% | 加碼 |
| ARGA Investment Management, LP | 122,434 | $587.4 萬 | 0.37% | +40,674+49.7% | 加碼 |
| Steel Canyon Capital, LLC | 122,001 | $585.4 萬 | 4.93% | −17,000−12.2% | 減碼 |
| GFS Advisors, LLC | 121,895 | $584.9 萬 | 0.96% | −92,105−43.0% | 減碼 |
| Blueshift Asset Management, LLC | 120,735 | $579.3 萬 | 0.51% | +120,735 | 新進 |
| Atria Investments LLC | 120,340 | $577.4 萬 | 0.10% | +5,801+5.1% | 加碼 |
| EP Wealth Advisors, LLC | 119,723 | $574.4 萬 | 0.14% | −385−0.3% | 減碼 |
| PB Investment Partners, L.P. | 119,268 | $572.2 萬 | 4.45% | +119,268 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 119,156 | $571.7 萬 | 0.11% | +95,973+414.0% | 加碼 |
| Point72 Hong Kong Ltd | 118,979 | $570.9 萬 | 0.48% | +118,979 | 新進 |
| tru Independence LLC | 118,933 | $570.6 萬 | 1.56% | −1,487−1.2% | 減碼 |
| Institutional & Family Asset Management, LLC | 117,872 | $565.6 萬 | 0.89% | −3,819−3.1% | 減碼 |
| Meritage Portfolio Management | 117,595 | $564.2 萬 | 0.32% | +1,665+1.4% | 加碼 |
| Covington Capital Management | 117,450 | $563.5 萬 | 0.19% | −3,502−2.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 116,772 | $560.3 萬 | 0.11% | −2,648−2.2% | 減碼 |
| OPSEU Pension Plan Trust Fund | 106,748 | $557.1 萬 | 1.27% | +12,367+13.1% | 加碼 |
| Guardian Capital Advisors LP | 98,428 | $555.1 萬 | 0.53% | −1,131−1.1% | 減碼 |
| Checchi Capital Advisers, LLC | 115,682 | $555.0 萬 | 0.61% | −27,155−19.0% | 減碼 |
| Fayez Sarofim & Co | 115,479 | $554.1 萬 | 0.02% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 114,433 | $549.1 萬 | 0.78% | −6,798−5.6% | 減碼 |
| Baxter Bros Inc | 114,248 | $548.2 萬 | 0.79% | −3,926−3.3% | 減碼 |
| PFG Advisors | 113,048 | $542.4 萬 | 0.55% | −2,225−1.9% | 減碼 |
| TownSquare Capital, LLC | 112,924 | $541.8 萬 | 0.14% | +10,999+10.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 98,785 | $538.3 萬 | 0.08% | +98,785 | 新進 |
| Live Oak Private Wealth LLC | 112,079 | $537.8 萬 | 1.01% | +8,988+8.7% | 加碼 |
| Barr E S & Co | 111,594 | $535.4 萬 | 0.36% | +839+0.8% | 加碼 |
| Profund Advisors LLC | 111,563 | $535.3 萬 | 0.18% | −6,669−5.6% | 減碼 |
| Horizon Wealth Management, LLC | 108,918 | $522.6 萬 | 1.52% | +108,918 | 新進 |
| Dorchester Wealth Management Co | 108,660 | $521.4 萬 | 1.03% | −2,275−2.1% | 減碼 |
| Winslow Asset Management Inc | 108,179 | $519.0 萬 | 0.92% | +847+0.8% | 加碼 |
| Peapack Gladstone Financial Corp | 107,846 | $517.4 萬 | 0.10% | +211+0.2% | 加碼 |
| Man Group plc | 107,736 | $516.8 萬 | 0.02% | +2,480+2.4% | 加碼 |
| Pioneer Trust Bank N A | 107,194 | $514.3 萬 | 1.34% | +845+0.8% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 106,948 | $513.1 萬 | 0.56% | +1,752+1.7% | 加碼 |
| Hoertkorn Richard Charles | 106,786 | $512.4 萬 | 2.07% | +300+0.3% | 加碼 |
| Gyon Technologies Capital Management, LP | 106,187 | $509.5 萬 | 0.94% | +89,081+520.8% | 加碼 |
| BerganKDV Wealth Management, LLC | 105,978 | $508.5 萬 | 0.53% | −13,510−11.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 104,226 | $500.1 萬 | 0.47% | −2,492−2.3% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 104,229 | $500.1 萬 | 0.58% | +5,107+5.2% | 加碼 |
| Sompo Asset Management Co., Ltd. | 103,730 | $497.6 萬 | 0.99% | +6,490+6.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 103,368 | $496.0 萬 | 0.54% | −111,431−51.9% | 減碼 |
| GWM Advisors LLC | 102,972 | $494.0 萬 | 0.07% | +9,953+10.7% | 加碼 |
| Advisory Services Network, LLC | 102,772 | $493.1 萬 | 0.14% | −6,655−6.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 101,594 | $487.4 萬 | 0.09% | −6,254−5.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 101,291 | $487.2 萬 | 0.06% | −19,419−16.1% | 減碼 |
| Redpoint Investment Management Pty Ltd | 100,987 | $484.5 萬 | 0.38% | −1,124−1.1% | 減碼 |
| Point72 Asset Management, L.P. | 100,900 | $484.1 萬 | 0.02% | −345,300−77.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 100,760 | $483.4 萬 | 0.03% | +6,700+7.1% | 加碼 |
| Pictet Bank & Trust Ltd | 100,655 | $482.9 萬 | 2.49% | −400−0.4% | 減碼 |
| Meeder Asset Management Inc | 100,635 | $482.8 萬 | 0.49% | −24,408−19.5% | 減碼 |
| California First Leasing Corp | 100,400 | $481.7 萬 | 2.39% | +100,400 | 新進 |
| Shell Asset Management Co | 100,384 | $481.6 萬 | 0.10% | +20,866+26.2% | 加碼 |
| RBF Capital, LLC | 100,000 | $479.8 萬 | 0.30% | 00.0% | 不變 |
| Bizma Investimentos Ltda | 100,000 | $479.8 萬 | 2.81% | 00.0% | 不變 |
| Tegean Capital Management, LLC | 100,000 | $479.8 萬 | 5.04% | +100,000 | 新進 |
| Regentatlantic Capital LLC | 99,897 | $479.3 萬 | 0.13% | +3,197+3.3% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 99,510 | $477.4 萬 | 3.26% | −30,490−23.5% | 減碼 |
| Perigon Wealth Management, LLC | 96,930 | $465.1 萬 | 0.33% | +6,714+7.4% | 加碼 |
| JustInvest LLC | 96,561 | $463.3 萬 | 0.27% | +20,115+26.3% | 加碼 |
| Capstone Investment Advisors, LLC | 95,540 | $458.4 萬 | 0.07% | −86,597−47.5% | 減碼 |
| Wedbush Securities Inc | 95,528 | $458.3 萬 | 0.20% | −1,446−1.5% | 減碼 |
| Fiduciary Trust Co | 94,989 | $455.8 萬 | 0.07% | −2,589−2.7% | 減碼 |
| Winmill & Co. Inc | 95,000 | $455.8 萬 | 1.31% | 00.0% | 不變 |
| Long Focus Capital Management, LLC | 95,000 | $455.8 萬 | 1.24% | +95,000 | 新進 |
| Elgethun Capital Management | 90,268 | $455.0 萬 | 1.59% | −67,446−42.8% | 減碼 |
| Brookmont Capital Management | 94,247 | $452.2 萬 | 2.39% | −3,906−4.0% | 減碼 |
| Baader Bank INC | 94,160 | $451.8 萬 | 0.36% | +94,160 | 新進 |
| Factorial Partners, LLC | 93,900 | $450.5 萬 | 2.98% | −2,000−2.1% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 75,868 | $446.5 萬 | 2.16% | +556+0.7% | 加碼 |
| Goelzer Investment Management, Inc. | 92,863 | $445.6 萬 | 0.36% | −1,967−2.1% | 減碼 |
| Semmax Financial Advisors Inc. | 92,472 | $443.7 萬 | 1.64% | −10,823−10.5% | 減碼 |
| PEAK6 Investments LLC | 92,071 | $441.8 萬 | 0.12% | −248,171−72.9% | 減碼 |
| Asio Capital, LLC | 91,775 | $440.3 萬 | 1.37% | −163−0.2% | 減碼 |
| Western Financial Corporation | 91,490 | $439.0 萬 | 2.30% | −182−0.2% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $436.1 萬 | 0.17% | 00.0% | 不變 |
| Concentric Wealth Management, LLC | 90,861 | $435.9 萬 | 1.23% | −1,613−1.7% | 減碼 |
| Cigna Investments Inc | 90,769 | $435.5 萬 | 0.34% | −35,495−28.1% | 減碼 |
| Boenning & Scattergood, Inc. | 89,895 | $431.3 萬 | 0.69% | −767−0.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 89,890 | $431.3 萬 | 1.02% | +76,010+547.6% | 加碼 |
| Oliver Luxxe Assets LLC | 89,730 | $430.5 萬 | 1.09% | +161+0.2% | 加碼 |
| Jupiter Wealth Management LLC | 88,487 | $424.5 萬 | 2.20% | −19,080−17.7% | 減碼 |
| Gifford Fong Associates | 88,052 | $422.5 萬 | 0.74% | 00.0% | 不變 |