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。
2022 年第 1 季 13F 持有人
Wells Fargo & Company 在 2022/3/31 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
- 2,144
- 較 2021 年第 4 季 +90 家
- 持有股數
- 27.6 億
- 較 2021 年第 4 季 −5,508 萬 (−2.0%)
- 總市值
- $1,338 億
- 較 2021 年第 4 季 −$12.9 億 (−1.0%)
- 新進機構
- 195
- 另有 830 家加碼
- 清倉機構
- 105
- 另有 819 家減碼
另有 25 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 14,961 | $72.5 萬 | 0.09% | +2,664+21.7% | 加碼 |
| North Star Investment Management Corp. | 15,023 | $72.8 萬 | 0.06% | −128−0.8% | 減碼 |
| RB Capital Management, LLC | 15,012 | $72.8 萬 | 0.24% | +139+0.9% | 加碼 |
| First Foundation Advisors | 15,069 | $73.0 萬 | 0.03% | +1,670+12.5% | 加碼 |
| Diligent Investors, LLC | 15,103 | $73.2 萬 | 0.21% | +50.0% | 加碼 |
| Element Wealth, LLC | 15,139 | $73.4 萬 | 0.59% | −625−4.0% | 減碼 |
| Alterna Wealth Management, Inc | 15,167 | $73.5 萬 | 0.62% | +500+3.4% | 加碼 |
| IVC Wealth Advisors LLC | 15,287 | $74.1 萬 | 0.49% | −15−0.1% | 減碼 |
| HoldCo Asset Management, L.P. | 15,439 | $74.8 萬 | 0.55% | −2,573,561−99.4% | 減碼 |
| Pacific Center for Financial Services | 15,430 | $74.8 萬 | 0.27% | −590−3.7% | 減碼 |
| Financial Sense Advisors, Inc. | 15,430 | $74.8 萬 | 0.28% | +15,430 | 新進 |
| Citizens Financial Group Inc | 15,486 | $75.0 萬 | 0.03% | −254−1.6% | 減碼 |
| Brewin Dolphin Ltd | 15,542 | $75.3 萬 | 0.03% | −420−2.6% | 減碼 |
| Comerica Securities,inc. | 15,550 | $75.4 萬 | 0.05% | +8,189+111.2% | 加碼 |
| Visionary Wealth Advisors | 15,578 | $75.5 萬 | 0.06% | +4,023+34.8% | 加碼 |
| Wedmont Private Capital | 15,599 | $75.6 萬 | 0.17% | +3,687+31.0% | 加碼 |
| Becker Capital Management Inc | 15,618 | $75.7 萬 | 0.03% | −581−3.6% | 減碼 |
| Agf Investments Inc. | 15,616 | $75.7 萬 | 0.01% | +15,616 | 新進 |
| Stonnington Group, LLC | 15,365 | $75.8 萬 | 0.18% | −1,525−9.0% | 減碼 |
| American Trust | 15,733 | $76.2 萬 | 0.05% | −818−4.9% | 減碼 |
| Laird Norton Trust Company, LLC | 15,768 | $76.4 萬 | 0.07% | +708+4.7% | 加碼 |
| Arkadios Wealth Advisors | 15,843 | $76.8 萬 | 0.10% | −6,413−28.8% | 減碼 |
| Wimmer Associates 1, LLC | 15,876 | $76.9 萬 | 0.43% | 00.0% | 不變 |
| Wintrust Investments LLC | 15,889 | $77.0 萬 | 0.07% | +790+5.2% | 加碼 |
| Fractal Investments LLC | 15,887 | $77.0 萬 | 0.23% | +2,408+17.9% | 加碼 |
| USA Financial Portformulas Corp | 15,891 | $77.0 萬 | 0.82% | +14,242+863.7% | 加碼 |
| Prudent Man Advisors, LLC | 15,904 | $77.1 萬 | 0.31% | −266−1.6% | 減碼 |
| JNBA Financial Advisors | 15,954 | $77.3 萬 | 0.10% | −139−0.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 15,976 | $77.4 萬 | 0.14% | +2,606+19.5% | 加碼 |
| Pitcairn Co | 16,009 | $77.6 萬 | 0.07% | −1,625−9.2% | 減碼 |
| Financial Counselors Inc | 16,008 | $77.6 萬 | 0.02% | +3,649+29.5% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 16,035 | $77.7 萬 | 0.03% | −3,130−16.3% | 減碼 |
| Highlander Capital Management, LLC | 16,087 | $78.0 萬 | 0.37% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 16,164 | $78.3 萬 | 0.15% | −38−0.2% | 減碼 |
| Steel Peak Wealth Management LLC | 16,202 | $78.5 萬 | 0.05% | +1,417+9.6% | 加碼 |
| Keudell/Morrison Wealth Management | 16,220 | $78.6 萬 | 0.33% | −74−0.5% | 減碼 |
| BOK Financial Private Wealth, Inc. | 16,268 | $78.8 萬 | 0.06% | +3,293+25.4% | 加碼 |
| North Star Asset Management Inc | 16,373 | $79.3 萬 | 0.04% | +50+0.3% | 加碼 |
| Garrison Point Advisors, LLC | 16,390 | $79.4 萬 | 0.56% | 00.0% | 不變 |
| Sather Financial Group Inc | 16,429 | $79.6 萬 | 0.07% | +16,429 | 新進 |
| Murphy Pohlad Asset Management LLC | 16,480 | $79.8 萬 | 0.32% | −210−1.3% | 減碼 |
| Mainstay Capital Management LLC | 16,687 | $80.8 萬 | 0.15% | −175−1.0% | 減碼 |
| Cascade Investment Advisors, Inc. | 16,700 | $80.9 萬 | 0.49% | +16,400+5,466.7% | 加碼 |
| GM Advisory Group, Inc. | 16,705 | $81.0 萬 | 0.10% | +46+0.3% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 16,740 | $81.1 萬 | 0.11% | −920−5.2% | 減碼 |
| Hutner Capital Management Inc | 16,739 | $81.1 萬 | 0.46% | 00.0% | 不變 |
| Valtinson Bruner Financial Planning LLC | 17,490 | $81.1 萬 | 0.46% | +12,304+237.3% | 加碼 |
| Mutual Advisors, LLC | 16,759 | $81.2 萬 | 0.05% | −1,781−9.6% | 減碼 |
| Cladis Investment Advisory, LLC | 16,768 | $81.3 萬 | 0.66% | −900−5.1% | 減碼 |
| CenterStar Asset Management, LLC | – | $82.3 萬 | 0.57% | – | – |
| IPG Investment Advisors LLC | 16,993 | $82.3 萬 | 0.16% | −2,958−14.8% | 減碼 |
| RMB Capital Management, LLC | 16,976 | $82.3 萬 | 0.03% | −600−3.4% | 減碼 |
| Abbrea Capital, LLC | 17,011 | $82.4 萬 | 0.12% | +460+2.8% | 加碼 |
| Lantz Financial LLC | 17,007 | $82.4 萬 | 0.34% | +560+3.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 17,075 | $82.7 萬 | 0.06% | +3,430+25.1% | 加碼 |
| Richwood Investment Advisors, LLC | 17,095 | $82.8 萬 | 0.74% | −100−0.6% | 減碼 |
| M Holdings Securities, Inc. | 17,098 | $82.9 萬 | 0.06% | +17,098 | 新進 |
| Chicago Capital, LLC | 17,169 | $83.2 萬 | 0.04% | −375−2.1% | 減碼 |
| LWM Advisory Services, LLC | 17,202 | $83.4 萬 | 1.04% | −384−2.2% | 減碼 |
| XML Financial, LLC | 17,219 | $83.4 萬 | 0.10% | +70+0.4% | 加碼 |
| Koshinski Asset Management, Inc. | 17,281 | $83.7 萬 | 0.07% | −871−4.8% | 減碼 |
| Ballentine Partners, LLC | 17,297 | $83.8 萬 | 0.03% | +3,211+22.8% | 加碼 |
| Parsec Financial Management, Inc. | 17,361 | $84.1 萬 | 0.04% | +1,952+12.7% | 加碼 |
| Legacy Capital Partners, Inc. | 17,390 | $84.3 萬 | 0.28% | +100+0.6% | 加碼 |
| Heartland Bank & Trust Co | 17,455 | $84.6 萬 | 0.64% | −4,185−19.3% | 減碼 |
| Northeast Investment Management | 17,523 | $84.9 萬 | 0.04% | +2,738+18.5% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 17,545 | $85.0 萬 | 0.25% | +211+1.2% | 加碼 |
| Rathbone Brothers plc | 17,570 | $85.1 萬 | 0.01% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 17,561 | $85.1 萬 | 0.22% | 00.0% | 不變 |
| Manchester Capital Management LLC | 17,690 | $85.7 萬 | 0.12% | +453+2.6% | 加碼 |
| Bristlecone Advisors, LLC | 17,689 | $85.7 萬 | 0.11% | +1,261+7.7% | 加碼 |
| TrimTabs Asset Management, LLC | 17,716 | $85.9 萬 | 0.29% | +17,716 | 新進 |
| Paloma Partners Management Co | 17,734 | $86.0 萬 | 0.07% | −55,190−75.7% | 減碼 |
| Novare Capital Management LLC | 17,750 | $86.0 萬 | 0.09% | +11,955+206.3% | 加碼 |
| Summit Financial Group Inc | 17,785 | $86.2 萬 | 0.29% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 17,839 | $86.4 萬 | 0.02% | 00.0% | 不變 |
| Swarthmore Group Inc | 17,841 | $86.5 萬 | 0.22% | −2,476−12.2% | 減碼 |
| Convergence Investment Partners, LLC | 17,910 | $86.8 萬 | 0.45% | +459+2.6% | 加碼 |
| Argus Investors' Counsel, Inc. | 17,963 | $87.0 萬 | 0.56% | +17,963 | 新進 |
| Barbara Oil Co. | 18,000 | $87.2 萬 | 0.40% | 00.0% | 不變 |
| Central Trust Co | 18,028 | $87.4 萬 | 0.03% | +2,130+13.4% | 加碼 |
| QVR LLC | 18,042 | $87.4 萬 | 3.49% | +18,042 | 新進 |
| Quadrature Capital Ltd | 18,076 | $87.6 萬 | 0.04% | +18,076 | 新進 |
| Regents of the University of California | 18,106 | $87.7 萬 | 0.13% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 18,137 | $87.9 萬 | 0.13% | +8,140+81.4% | 加碼 |
| First Horizon Advisors, Inc. | 18,289 | $88.6 萬 | 0.05% | −8,706−32.3% | 減碼 |
| C2C Wealth Management, LLC | 18,247 | $89.0 萬 | 0.15% | −544−2.9% | 減碼 |
| Vista Wealth Management Group, LLC | 18,450 | $89.4 萬 | 0.13% | +1,880+11.3% | 加碼 |
| GHP Investment Advisors, Inc. | 18,561 | $89.9 萬 | 0.06% | +317+1.7% | 加碼 |
| Principle Wealth Partners LLC | 18,580 | $90.0 萬 | 0.09% | −890−4.6% | 減碼 |
| Logan Capital Management Inc | 18,597 | $90.1 萬 | 0.04% | +178+1.0% | 加碼 |
| Accredited Investors Inc. | 18,610 | $90.2 萬 | 0.08% | −2,494−11.8% | 減碼 |
| Glenview Trust Co | 18,680 | $90.5 萬 | 0.03% | +3,944+26.8% | 加碼 |
| YorkBridge Wealth Partners, LLC | 18,688 | $90.6 萬 | 0.20% | +2,751+17.3% | 加碼 |
| Icapital Wealth LLC | 19,000 | $90.7 萬 | 0.37% | −110,627−85.3% | 減碼 |
| Foresight Wealth Management, LLC | 18,771 | $91.0 萬 | 0.37% | +10.0% | 加碼 |
| Capital Investment Advisory Services, LLC | 18,804 | $91.1 萬 | 0.10% | −5,617−23.0% | 減碼 |
| Frontier Wealth Management LLC | 18,843 | $91.2 萬 | 0.01% | −7,118−27.4% | 減碼 |
| Essex Financial Services, Inc. | 18,862 | $91.4 萬 | 0.09% | +1,130+6.4% | 加碼 |
| Vident Investment Advisory, LLC | 18,949 | $91.7 萬 | 0.02% | +2,115+12.6% | 加碼 |