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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 56,120 | $270.5 萬 | 0.08% | +4,987+9.8% | 加碼 |
| Pacific Asset Management LLC | 56,452 | $270.8 萬 | 2.37% | 00.0% | 不變 |
| Resources Management Corp | 56,110 | $271.9 萬 | 0.38% | −825−1.4% | 減碼 |
| SOL Capital Management CO | 56,150 | $272.1 萬 | 0.49% | −3,985−6.6% | 減碼 |
| Lee Danner & Bass Inc | 56,275 | $272.7 萬 | 0.23% | +1,255+2.3% | 加碼 |
| Continental Advisors LLC | 56,402 | $273.3 萬 | 2.28% | −27,000−32.4% | 減碼 |
| IMA Wealth, Inc. | 56,682 | $274.7 萬 | 0.63% | +35,763+171.0% | 加碼 |
| Haverford Trust Co | 56,873 | $275.6 萬 | 0.03% | +9,797+20.8% | 加碼 |
| Winning Points Advisors, LLC | 56,956 | $276.6 萬 | 2.15% | +11,486+25.3% | 加碼 |
| Schnieders Capital Management LLC | 57,358 | $278.0 萬 | 0.66% | +3,984+7.5% | 加碼 |
| Cresset Asset Management, LLC | 57,408 | $278.3 萬 | 0.03% | −2,758−4.6% | 減碼 |
| Perkins Coie Trust Co | 57,709 | $279.6 萬 | 0.87% | +2,913+5.3% | 加碼 |
| Argyle Capital Management Inc. | 58,033 | $281.2 萬 | 0.92% | −2,967−4.9% | 減碼 |
| Wetherby Asset Management Inc | 58,146 | $281.7 萬 | 0.16% | +4,772+8.9% | 加碼 |
| DF Dent & Co Inc | 58,489 | $283.4 萬 | 0.03% | +10,000+20.6% | 加碼 |
| Altium Wealth Management LLC | 58,815 | $285.0 萬 | 0.18% | +6,969+13.4% | 加碼 |
| Mitchell Sinkler & Starr | 59,341 | $287.6 萬 | 0.90% | 00.0% | 不變 |
| Country Club Bank | 57,480 | $288.1 萬 | 0.25% | +57,480 | 新進 |
| Segall Bryant & Hamill, LLC | 59,560 | $288.6 萬 | 0.03% | −816−1.4% | 減碼 |
| Focus Financial Network, Inc. | 59,557 | $288.6 萬 | 0.20% | −78,400−56.8% | 減碼 |
| Anson Funds Management LP | 60,000 | $290.8 萬 | 0.39% | +20,000+50.0% | 加碼 |
| Winton Group Ltd | 60,065 | $291.1 萬 | 0.15% | +27,679+85.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 60,297 | $292.2 萬 | 0.25% | +29,289+94.5% | 加碼 |
| Stonebridge Capital Advisors LLC | 60,388 | $292.6 萬 | 0.32% | −1,586−2.6% | 減碼 |
| Burleson & Company, LLC | 60,988 | $295.5 萬 | 0.48% | +50+0.1% | 加碼 |
| SWS Partners | 60,993 | $296.8 萬 | 1.94% | −2,407−3.8% | 減碼 |
| Pring Turner Capital Group Inc | 61,356 | $297.3 萬 | 2.29% | +3,022+5.2% | 加碼 |
| True North Advisors, LLC | 61,399 | $297.5 萬 | 0.80% | −136−0.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 61,731 | $299.1 萬 | 0.04% | +2,267+3.8% | 加碼 |
| Ashfield Capital Partners, LLC | 61,765 | $299.3 萬 | 0.19% | −3,656−5.6% | 減碼 |
| Meitav Dash Investments Ltd | 60,793 | $299.9 萬 | 0.05% | +2,683+4.6% | 加碼 |
| IBM Retirement Fund | 62,051 | $300.7 萬 | 0.42% | −4,555−6.8% | 減碼 |
| Capital Investment Advisors, LLC | 62,166 | $301.3 萬 | 0.09% | −394−0.6% | 減碼 |
| Balentine LLC | 62,175 | $301.3 萬 | 0.10% | +35,724+135.1% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 63,465 | $303.0 萬 | 0.52% | −171,306−73.0% | 減碼 |
| Stevens Capital Management LP | 62,699 | $303.8 萬 | 0.66% | +17,709+39.4% | 加碼 |
| YHB Investment Advisors, Inc. | 62,740 | $304.0 萬 | 0.27% | −18,653−22.9% | 減碼 |
| Crestwood Advisors Group LLC | 62,937 | $305.0 萬 | 0.09% | −549−0.9% | 減碼 |
| LGT Group Foundation | 62,753 | $305.6 萬 | 0.07% | +687+1.1% | 加碼 |
| Teza Capital Management LLC | 63,283 | $306.7 萬 | 1.15% | −24,674−28.1% | 減碼 |
| Shayne & Co., LLC | 63,335 | $307.0 萬 | 1.51% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 63,666 | $307.0 萬 | 0.40% | +31,319+96.8% | 加碼 |
| Huntington National Bank | 63,412 | $307.3 萬 | 0.03% | +66+0.1% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 63,742 | $308.9 萬 | 0.69% | +2,185+3.5% | 加碼 |
| Citizens Business Bank | 64,036 | $310.3 萬 | 0.37% | −6,714−9.5% | 減碼 |
| Wesbanco Bank Inc | 64,244 | $311.3 萬 | 0.12% | −3,889−5.7% | 減碼 |
| Parcion Private Wealth LLC | 64,922 | $311.7 萬 | 0.29% | −3,387−5.0% | 減碼 |
| Clearstead Advisors, LLC | 64,537 | $312.7 萬 | 0.21% | +3,977+6.6% | 加碼 |
| Factorial Partners, LLC | 64,600 | $313.1 萬 | 2.15% | −29,300−31.2% | 減碼 |
| MAI Capital Management | 64,756 | $313.8 萬 | 0.05% | −1,288−2.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 64,762 | $313.8 萬 | 0.12% | +41,688+180.7% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 61,581 | $313.9 萬 | 0.12% | +22,701+58.4% | 加碼 |
| Lowe Brockenbrough & Co Inc | 64,841 | $314.2 萬 | 0.23% | 00.0% | 不變 |
| Private Asset Management Inc | 65,113 | $315.5 萬 | 0.43% | −5,981−8.4% | 減碼 |
| Hennessy Advisors Inc | 65,500 | $317.4 萬 | 0.17% | −4,500−6.4% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 65,528 | $317.5 萬 | 0.12% | −422−0.6% | 減碼 |
| Patton Fund Management, Inc. | 65,637 | $318.1 萬 | 0.87% | +36,406+124.5% | 加碼 |
| Veritable, L.P. | 66,026 | $320.0 萬 | 0.05% | −3,061−4.4% | 減碼 |
| Two Sigma Securities, LLC | 66,155 | $320.6 萬 | 0.45% | +39,287+146.2% | 加碼 |
| Metis Global Partners, LLC | 66,717 | $323.3 萬 | 0.39% | +26,807+67.2% | 加碼 |
| Cove Street Capital, LLC | 67,800 | $328.6 萬 | 0.58% | −3,100−4.4% | 減碼 |
| Cetera Advisors LLC | 67,859 | $328.8 萬 | 0.07% | +7,995+13.4% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 67,905 | $329.1 萬 | 0.04% | +5,600+9.0% | 加碼 |
| Argent Trust Co | 67,944 | $329.3 萬 | 0.20% | −621−0.9% | 減碼 |
| Affinity Investment Advisors, LLC | 68,539 | $332.1 萬 | 1.36% | −1,173−1.7% | 減碼 |
| Cigna Investments Inc | 68,800 | $333.5 萬 | 0.41% | −21,969−24.2% | 減碼 |
| Capital Markets Trading UK LLP | 68,865 | $333.7 萬 | 3.11% | +68,865 | 新進 |
| Synovus Financial Corp | 68,896 | $334.1 萬 | 0.04% | −2,422−3.4% | 減碼 |
| Kanawha Capital Management LLC | 69,314 | $335.9 萬 | 0.30% | −625−0.9% | 減碼 |
| Cornerstone Wealth Group, LLC | 69,534 | $337.0 萬 | 0.62% | +69,534 | 新進 |
| Karpas Strategies, LLC | 69,574 | $337.2 萬 | 1.06% | +178+0.3% | 加碼 |
| Intact Investment Management Inc. | 69,800 | $338.3 萬 | 0.09% | +69,800 | 新進 |
| Kestra Private Wealth Services, LLC | 69,834 | $338.4 萬 | 0.17% | +1,025+1.5% | 加碼 |
| AIA Group Ltd | 69,863 | $338.6 萬 | 0.15% | −11,024−13.6% | 減碼 |
| Symmetry Partners, LLC | 70,916 | $343.7 萬 | 0.22% | −10,261−12.6% | 減碼 |
| Gotham Asset Management, LLC | 71,134 | $344.7 萬 | 0.11% | +40,844+134.8% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 71,323 | $345.6 萬 | 1.63% | +68,876+2,814.7% | 加碼 |
| Mission Wealth Management, LP | 71,461 | $346.3 萬 | 0.16% | −565−0.8% | 減碼 |
| Alerus Financial NA | 71,475 | $346.4 萬 | 0.30% | +332+0.5% | 加碼 |
| Culbertson A N & Co Inc | 71,670 | $347.3 萬 | 0.65% | +11,475+19.1% | 加碼 |
| Granite Investment Partners, LLC | 72,175 | $349.8 萬 | 0.12% | −1,235−1.7% | 減碼 |
| Prospera Financial Services Inc | 72,321 | $350.5 萬 | 0.15% | +1,785+2.5% | 加碼 |
| Davenport & Co LLC | 73,461 | $356.0 萬 | 0.02% | −2,874−3.8% | 減碼 |
| Moody National Bank Trust Division | 73,655 | $356.9 萬 | 0.11% | −3,564−4.6% | 減碼 |
| Ingalls & Snyder LLC | 74,098 | $359.1 萬 | 0.16% | −1,787−2.4% | 減碼 |
| Connectus Wealth, LLC | 75,433 | $362.3 萬 | 0.11% | −5,338−6.6% | 減碼 |
| Bluefin Capital Management, LLC | 74,820 | $362.6 萬 | 0.63% | −129,080−63.3% | 減碼 |
| Paradigm Asset Management Co LLC | 74,952 | $363.2 萬 | 0.96% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 75,000 | $363.5 萬 | 0.03% | −4,881,089−98.5% | 減碼 |
| Tegean Capital Management, LLC | 75,000 | $363.5 萬 | 3.81% | −25,000−25.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 75,103 | $363.9 萬 | 0.06% | +75,103 | 新進 |
| Hendershot Investments Inc. | 75,497 | $365.9 萬 | 0.56% | −3,339−4.2% | 減碼 |
| National Asset Management, Inc. | 76,744 | $369.4 萬 | 0.12% | +6,342+9.0% | 加碼 |
| Capital Fund Management S.A. | 76,543 | $370.9 萬 | 0.10% | −310,540−80.2% | 減碼 |
| Checchi Capital Advisers, LLC | 76,708 | $371.7 萬 | 0.38% | −38,974−33.7% | 減碼 |
| Aaron Wealth Advisors | 180,465 | $372.4 萬 | 0.08% | +180,465 | 新進 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $373.1 萬 | 0.50% | 00.0% | 不變 |
| S&CO Inc | 77,124 | $373.7 萬 | 0.26% | −2,400−3.0% | 減碼 |
| Bessemer Group Inc | 77,490 | $375.5 萬 | 0.01% | +17,153+28.4% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 77,621 | $376.2 萬 | 0.25% | 00.0% | 不變 |