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 |
|---|---|---|---|---|---|
| Capital Investment Counsel, Inc | 40,037 | $194.0 萬 | 0.40% | −9,900−19.8% | 減碼 |
| Gs Investments, Inc. | 42,400 | $194.3 萬 | 1.10% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 40,181 | $194.7 萬 | 0.39% | −12,025−23.0% | 減碼 |
| Everett Harris & Co | 40,186 | $194.7 萬 | 0.03% | −100−0.2% | 減碼 |
| Sterling Investment Management, Inc. | 40,324 | $195.4 萬 | 1.37% | −2,054−4.8% | 減碼 |
| Spears Abacus Advisors LLC | 40,380 | $195.7 萬 | 0.15% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 40,495 | $196.2 萬 | 0.41% | −556−1.4% | 減碼 |
| Triangle Securities Wealth Management | 40,566 | $196.6 萬 | 0.66% | −2,726−6.3% | 減碼 |
| Hollow Brook Wealth Management LLC | 40,715 | $197.3 萬 | 0.88% | −209−0.5% | 減碼 |
| Siemens Fonds Invest GmbH | 40,886 | $198.1 萬 | 0.16% | −42,573−51.0% | 減碼 |
| Fiduciary Group LLC | 46,572 | $198.3 萬 | 0.26% | −25,595−35.5% | 減碼 |
| Spire Wealth Management | 40,865 | $198.5 萬 | 0.05% | −7,624−15.7% | 減碼 |
| Conning Inc. | 40,996 | $198.7 萬 | 0.05% | −4,720−10.3% | 減碼 |
| KG&L Capital Management,LLC | 41,235 | $199.8 萬 | 0.83% | −5,126−11.1% | 減碼 |
| United Asset Strategies, Inc. | 41,348 | $200.4 萬 | 0.25% | +431+1.1% | 加碼 |
| NBT Bank N A | 41,399 | $200.6 萬 | 0.27% | −890−2.1% | 減碼 |
| Cohen Investment Advisors LLC | 41,408 | $200.7 萬 | 1.49% | +50+0.1% | 加碼 |
| Trust Asset Management LLC | 41,970 | $203.4 萬 | 0.25% | +156+0.4% | 加碼 |
| Moody Aldrich Partners LLC | 42,069 | $203.9 萬 | 0.29% | 00.0% | 不變 |
| HAP Trading, LLC | 42,586 | $206.4 萬 | 0.24% | −503,638−92.2% | 減碼 |
| Resources Investment Advisors, LLC. | 42,835 | $207.5 萬 | 0.08% | +2,113+5.2% | 加碼 |
| Exane Derivatives | 42,872 | $207.8 萬 | 0.59% | +42,872 | 新進 |
| Franklin Street Advisors Inc | 43,133 | $209.0 萬 | 0.17% | +628+1.5% | 加碼 |
| Cypress Wealth Services, LLC | 43,417 | $210.4 萬 | 0.57% | +1,629+3.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 43,653 | $211.5 萬 | 0.17% | +3,486+8.7% | 加碼 |
| Lincoln National Corp | 44,052 | $213.5 萬 | 0.04% | +2,034+4.8% | 加碼 |
| Rocky Mountain Advisers, LLC | 44,217 | $214.3 萬 | 2.38% | −108−0.2% | 減碼 |
| Essex Investment Management Co LLC | 44,277 | $214.6 萬 | 0.27% | −5,723−11.4% | 減碼 |
| Diversified Trust Co | 44,295 | $214.6 萬 | 0.07% | +4,846+12.3% | 加碼 |
| Avantax Planning Partners, Inc. | 44,357 | $215.0 萬 | 0.09% | −2,393−5.1% | 減碼 |
| Sumitomo Life Insurance Co | 44,508 | $215.7 萬 | 0.05% | −764−1.7% | 減碼 |
| Mark Stevens | 44,936 | $217.8 萬 | 0.24% | 00.0% | 不變 |
| Pavion Blue Capital, LLC | 45,142 | $218.8 萬 | 1.28% | −374−0.8% | 減碼 |
| Round Hill Asset Management | 45,372 | $219.9 萬 | 1.16% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 45,471 | $220.4 萬 | 0.24% | +90.0% | 加碼 |
| Laurel Wealth Advisors, Inc. | 45,930 | $222.6 萬 | 0.18% | +2,047+4.7% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $222.8 萬 | 1.24% | 00.0% | 不變 |
| Meeder Asset Management Inc | 46,214 | $224.0 萬 | 0.11% | −54,421−54.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 46,374 | $224.7 萬 | 0.04% | −70,398−60.3% | 減碼 |
| Snowden Capital Advisors LLC | 46,431 | $225.0 萬 | 0.09% | +40,105+634.0% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 46,663 | $226.1 萬 | 0.76% | −595−1.3% | 減碼 |
| Greenleaf Trust | 46,826 | $226.9 萬 | 0.03% | +2,579+5.8% | 加碼 |
| Jefferies Group LLC | 46,878 | $227.2 萬 | 0.05% | +46,878 | 新進 |
| ETF Managers Group, LLC | 45,511 | $228.1 萬 | 0.05% | +45,511 | 新進 |
| Bank of Stockton | 47,090 | $228.2 萬 | 0.71% | +140.0% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 47,360 | $229.5 萬 | 0.52% | −7,754−14.1% | 減碼 |
| Altrafin AG | 47,421 | $229.8 萬 | 0.90% | +1,600+3.5% | 加碼 |
| Stableford Capital II LLC | 48,171 | $230.0 萬 | 0.97% | −20,874−30.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 47,484 | $230.1 萬 | 0.27% | −1,436−2.9% | 減碼 |
| GFS Advisors, LLC | 47,785 | $231.6 萬 | 0.49% | −74,110−60.8% | 減碼 |
| Somerset Group LLC | 47,847 | $231.9 萬 | 1.66% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 48,089 | $233.0 萬 | 0.25% | −16,732−25.8% | 減碼 |
| Foster Group, Inc. | 48,335 | $234.2 萬 | 0.19% | −153−0.3% | 減碼 |
| JT Stratford LLC | 48,374 | $234.4 萬 | 0.69% | +7,365+18.0% | 加碼 |
| White Pine Capital LLC | 48,605 | $235.5 萬 | 0.73% | +2,654+5.8% | 加碼 |
| Tudor Investment Corp Et Al | 49,091 | $237.9 萬 | 0.06% | +49,091 | 新進 |
| Brendel Financial Advisors LLC | 49,199 | $238.4 萬 | 1.30% | +49,199 | 新進 |
| Kinneret Advisory, LLC | 49,340 | $239.1 萬 | 0.26% | +49,340 | 新進 |
| Xcel Wealth Management, LLC | 49,469 | $239.7 萬 | 0.66% | −2,734−5.2% | 減碼 |
| Apollon Wealth Management, LLC | 49,561 | $240.2 萬 | 0.17% | −6,502−11.6% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 49,704 | $240.9 萬 | 0.65% | 00.0% | 不變 |
| Veriti Management LLC | 49,790 | $241.3 萬 | 0.29% | +2,195+4.6% | 加碼 |
| Ally Financial Inc. | 50,000 | $242.3 萬 | 0.28% | −175,000−77.8% | 減碼 |
| Mendon Capital Advisors Corp | 50,000 | $242.3 萬 | 0.80% | −25,000−33.3% | 減碼 |
| Iat Reinsurance Co Ltd. | 50,000 | $242.3 萬 | 0.18% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 50,387 | $244.2 萬 | 0.17% | +31,905+172.6% | 加碼 |
| ICA Group Wealth Management, LLC | 54,162 | $244.4 萬 | 0.46% | +54,162 | 新進 |
| Hoey Investments, Inc | 50,751 | $245.9 萬 | 0.69% | +1,222+2.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 50,986 | $247.1 萬 | 0.04% | +846+1.7% | 加碼 |
| Toroso Investments, LLC | 51,240 | $248.3 萬 | 0.07% | +1,846+3.7% | 加碼 |
| RNC Capital Management LLC | 51,264 | $248.4 萬 | 0.13% | −132,956−72.2% | 減碼 |
| Azimuth Capital Management LLC | 51,334 | $248.8 萬 | 0.11% | −1,650−3.1% | 減碼 |
| Pearl River Capital, LLC | 51,470 | $249.4 萬 | 0.68% | +51,470 | 新進 |
| Hyman Charles D | 51,478 | $249.5 萬 | 0.16% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 51,500 | $249.6 萬 | 0.98% | 00.0% | 不變 |
| Zeke Capital Advisors, LLC | 51,527 | $249.7 萬 | 0.13% | +22,402+76.9% | 加碼 |
| Associated Banc-Corp | 51,571 | $249.9 萬 | 0.10% | −6,713−11.5% | 減碼 |
| London Co of Virginia | 51,803 | $251.0 萬 | 0.01% | +17,813+52.4% | 加碼 |
| King Luther Capital Management Corp | 52,006 | $252.0 萬 | 0.01% | +21,791+72.1% | 加碼 |
| Assetmark, Inc | 52,369 | $253.8 萬 | 0.01% | +36,401+228.0% | 加碼 |
| IMS Capital Management | 52,513 | $254.5 萬 | 1.34% | +3,700+7.6% | 加碼 |
| Allworth Financial LP | 52,868 | $256.2 萬 | 0.03% | +6,730+14.6% | 加碼 |
| Savant Capital, LLC | 53,020 | $257.0 萬 | 0.08% | +679+1.3% | 加碼 |
| Boston Private Wealth LLC | 53,058 | $257.1 萬 | 0.03% | +2,716+5.4% | 加碼 |
| Moors & Cabot, Inc. | 53,090 | $257.3 萬 | 0.16% | +777+1.5% | 加碼 |
| Empowered Funds, LLC | 53,163 | $257.6 萬 | 0.28% | +14,989+39.3% | 加碼 |
| Oak Family Advisors, LLC | 53,324 | $258.4 萬 | 1.31% | −1,239−2.3% | 減碼 |
| Credit Agricole S A | 53,440 | $259.0 萬 | 0.08% | +24,978+87.8% | 加碼 |
| JB Capital LLC | 53,534 | $259.5 萬 | 0.25% | +1,589+3.1% | 加碼 |
| Verdence Capital Advisors LLC | 54,138 | $262.4 萬 | 0.30% | +12,162+29.0% | 加碼 |
| Alaska Permanent Fund Corp | 54,300 | $263.1 萬 | 0.04% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 54,320 | $263.2 萬 | 1.76% | +180.0% | 加碼 |
| Robinson Value Management, Ltd. | 54,441 | $263.8 萬 | 2.05% | −1,175−2.1% | 減碼 |
| Belpointe Asset Management LLC | 54,516 | $264.1 萬 | 0.16% | +2,696+5.2% | 加碼 |
| Walter & Keenan Financial Consulting Co | 54,456 | $264.2 萬 | 0.90% | 00.0% | 不變 |
| Capital Square, LLC | 54,866 | $265.8 萬 | 1.90% | −2,798−4.9% | 減碼 |
| HM Payson & Co | 55,059 | $266.8 萬 | 0.06% | −768−1.4% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 55,296 | $267.9 萬 | 0.23% | −6,326−10.3% | 減碼 |
| Valeo Financial Advisors, LLC | 55,385 | $268.4 萬 | 0.14% | +714+1.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 55,643 | $269.6 萬 | 0.15% | −9,515−14.6% | 減碼 |