Wells Fargo & Company
WFC.PL- 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 256 家機構在 13F 申報持有，市值合計 $26.5 億；沒有大師持有。
2022 年第 4 季 13F 持有人
Wells Fargo & Company 在 2022/12/31 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
- 242
- 較 2022 年第 3 季 +16 家
- 持有股數
- 318.9 萬
- 較 2022 年第 3 季 −15.6 萬 (−4.7%)
- 總市值
- $28.3 億
- 較 2022 年第 3 季 −$1,088 萬 (−0.4%)
- 新進機構
- 29
- 另有 51 家加碼
- 清倉機構
- 13
- 另有 76 家減碼
另有 6 家機構在 2022 年第 3 季持有、還沒有申報 2022 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.PL 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 | 256 | $26.5 億 |
| 2026 年第 1 季 | 266 | $24.8 億 |
| 2025 年第 4 季 | 268 | $28.6 億 |
| 2025 年第 3 季 | 255 | $29.3 億 |
| 2025 年第 2 季 | 275 | $27.8 億 |
| 2025 年第 1 季 | 267 | $29.0 億 |
| 2024 年第 4 季 | 259 | $28.5 億 |
| 2024 年第 3 季 | 258 | $31.2 億 |
| 2024 年第 2 季 | 253 | $30.3 億 |
| 2024 年第 1 季 | 254 | $29.6 億 |
| 2023 年第 4 季 | 246 | $29.2 億 |
| 2023 年第 3 季 | 236 | $32.8 億 |
| 2023 年第 2 季 | 232 | $34.0 億 |
| 2023 年第 1 季 | 241 | $27.6 億 |
| 2022 年第 4 季 | 242 | $28.3 億 |
| 2022 年第 3 季 | 232 | $28.5 億 |
| 2022 年第 2 季 | 234 | $24.0 億 |
| 2022 年第 1 季 | 210 | $26.1 億 |
| 2021 年第 4 季 | 221 | $33.0 億 |
| 2021 年第 3 季 | 26 | $4,908 萬 |
| 2021 年第 2 季 | 27 | $5,687 萬 |
| 2021 年第 1 季 | 30 | $4,829 萬 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 382 | $45.3 萬 | 0.01% | −5−1.3% | 減碼 |
| Blair William & Co | 400 | $47.4 萬 | 0.00% | −21−5.0% | 減碼 |
| Heirloom Wealth Management | 402 | $47.6 萬 | 0.30% | +402 | 新進 |
| Aull & Monroe Investment Management Corp | 403 | $47.8 萬 | 0.24% | −48−10.6% | 減碼 |
| Michael B. Yongue | 410 | $48.6 萬 | 0.46% | 00.0% | 不變 |
| TownSquare Capital, LLC | 412 | $48.8 萬 | 0.01% | +412 | 新進 |
| Resources Investment Advisors, LLC. | 414 | $49.1 萬 | 0.01% | +1+0.2% | 加碼 |
| Graypoint LLC | 424 | $50.2 萬 | 0.06% | 00.0% | 不變 |
| Crew Capital Management, Ltd. | 437 | $51.8 萬 | 0.74% | 00.0% | 不變 |
| Marathon Trading Investment Management LLC | 444 | $52.6 萬 | 0.35% | 00.0% | 不變 |
| Money Concepts Capital Corp | 468 | $55.5 萬 | 0.02% | +468 | 新進 |
| Ancora Advisors, LLC | 477 | $56.5 萬 | 0.02% | −6−1.2% | 減碼 |
| Fernwood Investment Management, LLC | 484 | $57.4 萬 | 0.24% | −8−1.6% | 減碼 |
| UBS Asset Management Americas Inc | – | $59.3 萬 | 0.00% | – | – |
| Two Sigma Securities, LLC | 503 | $59.6 萬 | 0.08% | +503 | 新進 |
| Independent Wealth Network Inc. | 517 | $61.3 萬 | 0.42% | −2−0.4% | 減碼 |
| Greenwich Wealth Management LLC | 518 | $61.4 萬 | 0.07% | −176−25.4% | 減碼 |
| Pathway Financial Advisers, LLC | 525 | $62.2 萬 | 0.25% | +525 | 新進 |
| WFA of San Diego, LLC | 588 | $69.7 萬 | 0.53% | −5−0.8% | 減碼 |
| Wedbush Securities Inc | 597 | $70.7 萬 | 0.04% | −8−1.3% | 減碼 |
| Creative Planning | 604 | $71.6 萬 | 0.00% | −121−16.7% | 減碼 |
| Jane Street Group, LLC | 606 | $71.8 萬 | 0.00% | −1,280−67.9% | 減碼 |
| First Hawaiian Bank | 618 | $73.2 萬 | 0.03% | +104+20.2% | 加碼 |
| Bowman & Co S.C. | 637 | $75.4 萬 | 0.58% | +4+0.6% | 加碼 |
| Level Four Advisory Services, LLC | 645 | $76.4 萬 | 0.06% | −63−8.9% | 減碼 |
| Centaurus Financial, Inc. | 647 | $76.7 萬 | 0.07% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 648 | $76.8 萬 | 0.03% | +6+0.9% | 加碼 |
| Searle & Co. | 675 | $80.0 萬 | 0.27% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 677 | $80.2 萬 | 0.04% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 82,012 | $84.2 萬 | 0.05% | −65−0.1% | 減碼 |
| Scotia Capital Inc. | 712 | $84.4 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 730 | $86.5 萬 | 0.00% | −100−12.0% | 減碼 |
| Coastwise Capital Group, LLC | 22,152 | $91.5 萬 | 1.09% | +303+1.4% | 加碼 |
| Chilton Capital Management LLC | 799 | $94.7 萬 | 0.06% | −37−4.4% | 減碼 |
| Bank of Montreal | 878 | $104.4 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 900,000 | $106.7 萬 | 0.00% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 861 | $106.8 萬 | 0.56% | −41−4.5% | 減碼 |
| StoneX Group Inc. | 902 | $107.0 萬 | 0.13% | +21+2.4% | 加碼 |
| Captrust Financial Advisors | 912 | $108.1 萬 | 0.01% | −10−1.1% | 減碼 |
| LexAurum Advisors, LLC | 946 | $112.0 萬 | 0.40% | −18−1.9% | 減碼 |
| Seelaus Asset Management LLC | 968 | $114.7 萬 | 0.86% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 956 | $119.1 萬 | 0.07% | +39+4.3% | 加碼 |
| Asset Allocation & Management Company, LLC | 1,100 | $130.3 萬 | 0.50% | +1,100 | 新進 |
| Montag A & Associates Inc | 1,100 | $130.3 萬 | 0.09% | −140−11.3% | 減碼 |
| Ameriprise Financial Inc | 1,102 | $130.6 萬 | 0.00% | +37+3.5% | 加碼 |
| Kelly Lawrence W & Associates Inc | 1,134 | $134.4 萬 | 0.38% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 1,150 | $136.3 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 1,153 | $136.6 萬 | 0.00% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 1,171 | $138.8 萬 | 0.22% | −100−7.9% | 減碼 |
| Founders Capital Management, LLC | 1,192 | $141.3 萬 | 0.38% | −277−18.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 1,207 | $143.0 萬 | 0.17% | −50−4.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,221 | $144.7 萬 | 0.00% | −35−2.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,258 | $149.1 萬 | 0.02% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 1,258 | $149.1 萬 | 0.00% | −3,610−74.2% | 減碼 |
| Rockefeller Capital Management L.P. | 1,261 | $149.4 萬 | 0.01% | −9−0.7% | 減碼 |
| Chilton Investment Co LLC | 1,300 | $154.1 萬 | 0.05% | 00.0% | 不變 |
| Truist Financial Corp | 1,327 | $157.2 萬 | 0.00% | −56−4.0% | 減碼 |
| US Bancorp | 1,358 | $160.9 萬 | 0.00% | −95−6.5% | 減碼 |
| SEI Investments Co | 1,391 | $164.9 萬 | 0.00% | −67−4.6% | 減碼 |
| Income Research & Management | 1,425 | $168.9 萬 | 0.80% | 00.0% | 不變 |
| Marathon Capital Management | 1,483 | $175.7 萬 | 0.48% | −50−3.3% | 減碼 |
| Bowie Capital Management, LLC | 1,600 | $189.6 萬 | 0.29% | 00.0% | 不變 |
| CSM Advisors, LLC | 1,750 | $207.5 萬 | 0.20% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 1,765 | $209.2 萬 | 0.48% | +165+10.3% | 加碼 |
| Seven Springs Wealth Group, LLC | 1,809 | $214.4 萬 | 1.04% | +774+74.8% | 加碼 |
| Everett Harris & Co | 1,828 | $217.9 萬 | 0.04% | −233−11.3% | 減碼 |
| Envestnet Asset Management Inc | 1,886 | $223.5 萬 | 0.00% | −115−5.7% | 減碼 |
| Wellington Management Group LLP | 1,909 | $226.2 萬 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 1,948 | $230.8 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 2,271 | $269.1 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,332 | $276.8 萬 | 0.01% | +46+2.0% | 加碼 |
| Agf Management Ltd | 2,400 | $284.4 萬 | 0.02% | +2,400 | 新進 |
| Summitry LLC | 2,503 | $296.6 萬 | 0.22% | −53−2.1% | 減碼 |
| Keystone Financial Group | 2,560 | $303.3 萬 | 0.60% | +8+0.3% | 加碼 |
| Janney Montgomery Scott LLC | 2,636 | $312.4 萬 | 0.01% | +36+1.4% | 加碼 |
| Commonwealth Equity Services, LLC | 2,662 | $315.4 萬 | 0.01% | −1,244−31.8% | 減碼 |
| Wittenberg Investment Management, Inc. | 2,727 | $323.1 萬 | 1.32% | +10+0.4% | 加碼 |
| LPL Financial LLC | 2,903 | $344.0 萬 | 0.00% | −231−7.4% | 減碼 |
| SG Americas Securities, LLC | 3,000 | $355.5 萬 | 0.05% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 3,014 | $357.2 萬 | 0.06% | +3,014 | 新進 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,017 | $357.5 萬 | 0.27% | −10.0% | 減碼 |
| First Foundation Advisors | 3,106 | $368.1 萬 | 0.18% | −66−2.1% | 減碼 |
| Wells Fargo & Company | 3,318 | $393.2 萬 | 0.00% | −133−3.9% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 3,535 | $418.9 萬 | 0.52% | +5+0.1% | 加碼 |
| Goldman Sachs Group Inc | 3,545 | $420.1 萬 | 0.00% | −26−0.7% | 減碼 |
| Laffer Tengler Investments | 3,574 | $424.5 萬 | 1.22% | +1,142+47.0% | 加碼 |
| Hudson Capital Management LLC | 3,703 | $438.8 萬 | 1.74% | +144+4.0% | 加碼 |
| Crawford Investment Counsel Inc | 3,825 | $453.2 萬 | 0.10% | +126+3.4% | 加碼 |
| Rational Advisors LLC | 4,183 | $495.7 萬 | 0.41% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 4,189 | $496.4 萬 | 0.94% | +2,584+161.0% | 加碼 |
| Richard C. Young & CO., LTD. | 4,439 | $526.0 萬 | 0.70% | −146−3.2% | 減碼 |
| Artemis Wealth Advisors, LLC | 4,500 | $536.5 萬 | 1.63% | 00.0% | 不變 |
| Mariner, LLC | 4,595 | $544.5 萬 | 0.02% | +60+1.3% | 加碼 |
| Phraction Management LLC | 4,668 | $553.9 萬 | 3.63% | +1,425+43.9% | 加碼 |
| Neuberger Berman Group LLC | 4,700 | $557.0 萬 | 0.01% | −506−9.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 4,841 | $573.7 萬 | 0.15% | +747+18.2% | 加碼 |
| Stifel Financial Corp | 4,911 | $581.9 萬 | 0.01% | −613−11.1% | 減碼 |
| Kestra Advisory Services, LLC | 5,025 | $595.5 萬 | 0.05% | +1,634+48.2% | 加碼 |
| Norris Perne & French LLP | 5,587 | $662.1 萬 | 0.65% | −631−10.1% | 減碼 |
| JPMorgan Chase & Co | 5,655 | $670.1 萬 | 0.00% | −3,584−38.8% | 減碼 |