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 |
|---|---|---|---|---|---|
| Leith Wheeler Investment Counsel Ltd. | 18,933 | $91.7 萬 | 0.14% | +18,933 | 新進 |
| Castle Rock Wealth Management, LLC | 19,136 | $92.0 萬 | 0.42% | +10.0% | 加碼 |
| Prio Wealth Limited Partnership | 19,006 | $92.1 萬 | 0.03% | −282−1.5% | 減碼 |
| Triad Investment Management | 19,036 | $92.2 萬 | 0.87% | 00.0% | 不變 |
| Tobam | 19,023 | $92.2 萬 | 0.05% | +6,700+54.4% | 加碼 |
| Glynn Capital Management LLC | 19,165 | $92.9 萬 | 0.12% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 19,200 | $93.0 萬 | 0.31% | +38+0.2% | 加碼 |
| Argent Advisors, Inc. | 19,304 | $93.5 萬 | 0.50% | +23+0.1% | 加碼 |
| Fulton Bank, N.A. | 19,370 | $93.9 萬 | 0.04% | +229+1.2% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 19,401 | $94.0 萬 | 0.50% | 00.0% | 不變 |
| Quilter Plc | 19,496 | $94.4 萬 | 0.03% | 00.0% | 不變 |
| Chou Associates Management Inc.大師Chou Associates | 19,542 | $94.7 萬 | 0.70% | 00.0% | 不變 |
| First Bank & Trust | 19,562 | $94.8 萬 | 0.29% | +572+3.0% | 加碼 |
| Miracle Mile Advisors, LLC | 19,693 | $95.4 萬 | 0.04% | +10,055+104.3% | 加碼 |
| First Capital Advisors Group, LLC. | 19,733 | $95.6 萬 | 0.63% | −2,766−12.3% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 19,745 | $95.7 萬 | 0.25% | +263+1.3% | 加碼 |
| Legacy Financial Group LLC | 19,767 | $95.8 萬 | 0.28% | – | – |
| Fortem Financial Group, LLC | 19,805 | $96.0 萬 | 0.42% | +8,342+72.8% | 加碼 |
| Q3 Asset Management | 19,995 | $96.6 萬 | 0.44% | +19,995 | 新進 |
| Tower Bridge Advisors | 19,950 | $96.7 萬 | 0.06% | −800−3.9% | 減碼 |
| Edgestream Partners, L.P. | 19,977 | $96.8 萬 | 0.08% | −61,943−75.6% | 減碼 |
| N.E.W. Advisory Services LLC | 24,814 | $96.9 萬 | 0.18% | +2,415+10.8% | 加碼 |
| Harbor Advisors LLC | 20,000 | $96.9 萬 | 0.20% | 00.0% | 不變 |
| Coury Firm Asset Management LLC | 20,000 | $96.9 萬 | 0.84% | 00.0% | 不變 |
| Simmons Bank | 20,022 | $97.0 萬 | 0.07% | −200−1.0% | 減碼 |
| LS Investment Advisors, LLC | 20,213 | $98.0 萬 | 0.16% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 23,348 | $98.3 萬 | 0.08% | −3,316−12.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 20,285 | $98.3 萬 | 0.04% | −244−1.2% | 減碼 |
| Peoples Financial Services Corp. | 20,417 | $98.9 萬 | 0.43% | −1,474−6.7% | 減碼 |
| Lafayette Investments, Inc. | 20,445 | $99.1 萬 | 0.25% | −39,265−65.8% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 20,533 | $99.5 萬 | 0.46% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 20,544 | $99.6 萬 | 0.04% | +1,759+9.4% | 加碼 |
| Cambridge Trust Co | 20,620 | $99.9 萬 | 0.03% | −799−3.7% | 減碼 |
| Investors Research Corp | 20,661 | $100.1 萬 | 0.28% | 00.0% | 不變 |
| Apella Capital, LLC | 20,680 | $100.2 萬 | 0.14% | +20,680 | 新進 |
| Archford Capital Strategies, LLC | 20,840 | $100.3 萬 | 0.22% | +3,862+22.7% | 加碼 |
| Csenge Advisory Group | 20,711 | $100.4 萬 | 0.08% | +1,472+7.7% | 加碼 |
| Jones Financial Companies LLLP | 20,732 | $100.5 萬 | 0.00% | −1,979−8.7% | 減碼 |
| Sendero Wealth Management, LLC | 20,770 | $100.6 萬 | 0.46% | −2,343−10.1% | 減碼 |
| AdvisorNet Financial, Inc | 20,759 | $100.6 萬 | 0.06% | +5,298+34.3% | 加碼 |
| First National Trust Co | 20,785 | $100.7 萬 | 0.05% | −891−4.1% | 減碼 |
| Bremer Bank National Association | 20,990 | $101.7 萬 | 0.17% | −80−0.4% | 減碼 |
| O'Neil Global Advisors, Inc. | 21,029 | $101.9 萬 | 0.53% | +6,780+47.6% | 加碼 |
| TrinityPoint Wealth, LLC | 21,044 | $102.0 萬 | 0.18% | −887−4.0% | 減碼 |
| We Are One Seven, LLC | 21,069 | $102.1 萬 | 0.11% | +1,408+7.2% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 21,113 | $102.3 萬 | 0.23% | −10,740−33.7% | 減碼 |
| Sowell Financial Services LLC | 22,893 | $102.5 萬 | 0.18% | −52,962−69.8% | 減碼 |
| Davidson Trust Co | 21,154 | $102.5 萬 | 0.76% | −220−1.0% | 減碼 |
| Appleton Partners Inc | 21,261 | $103.0 萬 | 0.08% | −214−1.0% | 減碼 |
| Westwood Holdings Group Inc. | 21,324 | $103.3 萬 | 0.01% | −1,067−4.8% | 減碼 |
| Avestar Capital, LLC | 21,341 | $103.4 萬 | 0.20% | +1,872+9.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 21,405 | $103.7 萬 | 0.18% | +2,556+13.6% | 加碼 |
| Ameritas Advisory Services, LLC | 21,420 | $103.8 萬 | 0.04% | +2,486+13.1% | 加碼 |
| B. Riley Wealth Management, Inc. | 21,490 | $104.1 萬 | 0.08% | −134−0.6% | 減碼 |
| BBR Partners, LLC | 21,493 | $104.2 萬 | 0.10% | +9,883+85.1% | 加碼 |
| Echo Street Capital Management LLC | 21,509 | $104.2 萬 | 0.01% | +12,359+135.1% | 加碼 |
| Neumann Capital Management, LLC | 21,522 | $104.3 萬 | 0.44% | −1,000−4.4% | 減碼 |
| Rockland Trust Co | 21,571 | $104.5 萬 | 0.07% | −5,852−21.3% | 減碼 |
| CoreFirst Bank & Trust | 21,579 | $104.6 萬 | 0.72% | −1,128−5.0% | 減碼 |
| Investors Asset Management of Georgia Inc | 21,689 | $105.1 萬 | 0.53% | +252+1.2% | 加碼 |
| KB Financial Partners, LLC | 21,691 | $105.1 萬 | 0.29% | +1,794+9.0% | 加碼 |
| Sage Rhino Capital LLC | 21,713 | $105.2 萬 | 0.32% | −1,236−5.4% | 減碼 |
| Graham Capital Management, L.P. | 21,796 | $105.6 萬 | 0.05% | +17,057+359.9% | 加碼 |
| Telos Capital Management, Inc. | 21,806 | $105.7 萬 | 0.14% | −3,121−12.5% | 減碼 |
| Quadrant Capital Group LLC | 21,924 | $106.2 萬 | 0.13% | +1,414+6.9% | 加碼 |
| Fukoku Mutual Life Insurance Co | 21,912 | $106.2 萬 | 0.08% | +4,482+25.7% | 加碼 |
| BLB&B Advisors, LLC | 21,967 | $106.5 萬 | 0.07% | −1,081−4.7% | 減碼 |
| Spinnaker Trust | 21,973 | $106.5 萬 | 0.07% | −858−3.8% | 減碼 |
| Ruffer LLP | 22,000 | $106.6 萬 | 0.02% | −4,000−15.4% | 減碼 |
| American State Bank (Iowa) | 22,015 | $106.7 萬 | 0.74% | −600−2.7% | 減碼 |
| Independent Financial Group, LLC | 22,032 | $106.8 萬 | 0.09% | −12,067−35.4% | 減碼 |
| Investment Management Associates Inc | 22,053 | $106.9 萬 | 0.48% | −2,311−9.5% | 減碼 |
| Salem Investment Counselors Inc | 22,063 | $106.9 萬 | 0.04% | +1,412+6.8% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 22,171 | $107.4 萬 | 0.15% | +30.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 22,224 | $107.6 萬 | 0.61% | −61−0.3% | 減碼 |
| WP Advisors, LLC | 22,224 | $107.7 萬 | 0.44% | −4,306−16.2% | 減碼 |
| Joel Isaacson & Co., LLC | 22,944 | $108.2 萬 | 0.08% | −999−4.2% | 減碼 |
| Alaethes Wealth LLC | 22,360 | $108.4 萬 | 0.69% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 22,371 | $108.4 萬 | 0.06% | +2,511+12.6% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 22,411 | $108.6 萬 | 0.12% | +5,340+31.3% | 加碼 |
| Rossmore Private Capital | 22,474 | $108.9 萬 | 0.17% | 00.0% | 不變 |
| Barings LLC | 22,620 | $109.6 萬 | 0.03% | −3,688−14.0% | 減碼 |
| Coastal Investment Advisors, Inc. | 22,626 | $109.6 萬 | 0.22% | −602−2.6% | 減碼 |
| Brooks, Moore & Associates, Inc. | 22,633 | $109.7 萬 | 0.67% | −15,812−41.1% | 減碼 |
| Main Street Research LLC | 22,700 | $110.0 萬 | 0.10% | +396+1.8% | 加碼 |
| First City Capital Management, Inc. | 22,736 | $110.2 萬 | 0.61% | +1,840+8.8% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 22,744 | $110.3 萬 | 0.10% | −4,315−15.9% | 減碼 |
| Intersect Capital LLC | 22,893 | $110.9 萬 | 0.21% | +1,501+7.0% | 加碼 |
| Fort Point Capital Partners LLC | 22,970 | $111.3 萬 | 0.17% | −262−1.1% | 減碼 |
| Carlson Capital Management | 23,009 | $111.5 萬 | 0.09% | +121+0.5% | 加碼 |
| Equitable Holdings, Inc. | 23,118 | $112.0 萬 | 0.02% | +3,376+17.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,126 | $112.1 萬 | 0.01% | −934−3.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 23,127 | $112.1 萬 | 0.07% | +13,248+134.1% | 加碼 |
| Mengis Capital Management, Inc. | 23,159 | $112.2 萬 | 0.22% | +1,434+6.6% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 23,175 | $112.3 萬 | 0.04% | +383+1.7% | 加碼 |
| NVWM, LLC | 23,204 | $112.4 萬 | 0.36% | −5,514−19.2% | 減碼 |
| Compton Capital Management Inc | 23,200 | $112.4 萬 | 0.31% | −100−0.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 23,238 | $112.6 萬 | 0.09% | −4,769−17.0% | 減碼 |
| Atlas Capital Advisors LLC | 23,239 | $112.6 萬 | 0.18% | +98+0.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,271 | $112.8 萬 | 0.00% | −45,475−66.1% | 減碼 |