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 |
|---|---|---|---|---|---|
| Investment Management of Virginia LLC | 77,752 | $376.8 萬 | 0.66% | +759+1.0% | 加碼 |
| Transcend Wealth Collective, LLC | 77,797 | $377.0 萬 | 0.34% | +665+0.9% | 加碼 |
| Welch & Forbes LLC | 78,135 | $378.6 萬 | 0.06% | +2,251+3.0% | 加碼 |
| Empirical Finance, LLC | 78,147 | $378.7 萬 | 0.42% | +7,869+11.2% | 加碼 |
| Corient Capital Partners, LLC | 78,871 | $382.2 萬 | 0.25% | +2,931+3.9% | 加碼 |
| Morgan Jess S & Co Inc | 79,543 | $385.5 萬 | 2.80% | −6,680−7.7% | 減碼 |
| DCM Advisors, LLC | 79,963 | $387.6 萬 | 1.37% | +5,027+6.7% | 加碼 |
| Bradley Foster & Sargent Inc | 80,883 | $392.0 萬 | 0.08% | +2,595+3.3% | 加碼 |
| AlphaCrest Capital Management LLC | 80,924 | $392.2 萬 | 0.22% | −87,985−52.1% | 減碼 |
| Ieq Capital, LLC | 80,947 | $392.2 萬 | 0.09% | +3,881+5.0% | 加碼 |
| McGinn Investment Management, Inc. | 81,089 | $393.0 萬 | 2.63% | −775−0.9% | 減碼 |
| Weik Capital Management | 81,533 | $395.1 萬 | 1.56% | −250−0.3% | 減碼 |
| Bouvel Investment Partners, LLC | 81,573 | $395.3 萬 | 2.41% | +2,956+3.8% | 加碼 |
| KCM Investment Advisors LLC | 81,879 | $396.8 萬 | 0.15% | −4,792−5.5% | 減碼 |
| Cornercap Investment Counsel Inc | 82,772 | $401.1 萬 | 0.45% | +9,686+13.3% | 加碼 |
| American Portfolios Advisors | 82,852 | $401.5 萬 | 0.14% | +1,248+1.5% | 加碼 |
| Pinnacle Bancorp, Inc. | 83,462 | $404.5 萬 | 1.40% | +258+0.3% | 加碼 |
| Brown Brothers Harriman & Co | 84,008 | $407.1 萬 | 0.03% | +114+0.1% | 加碼 |
| Peapack Gladstone Financial Corp | 84,283 | $408.6 萬 | 0.08% | −23,563−21.8% | 減碼 |
| Peregrine Asset Advisers, Inc. | 84,640 | $410.2 萬 | 2.10% | −322−0.4% | 減碼 |
| Goelzer Investment Management, Inc. | 85,180 | $412.8 萬 | 0.36% | −7,683−8.3% | 減碼 |
| Regions Financial Corp | 85,332 | $413.5 萬 | 0.03% | +12,168+16.6% | 加碼 |
| Wesleyan Assurance Society | 86,500 | $419.2 萬 | 0.51% | 00.0% | 不變 |
| Unison Asset Management LLC | 86,552 | $419.4 萬 | 3.60% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 86,568 | $419.5 萬 | 2.74% | −656−0.8% | 減碼 |
| Level Four Advisory Services, LLC | 86,725 | $420.3 萬 | 0.33% | +3,042+3.6% | 加碼 |
| Twin Capital Management Inc | 86,867 | $421.0 萬 | 0.45% | +17,633+25.5% | 加碼 |
| RFG Advisory, LLC | 86,959 | $421.4 萬 | 0.27% | +588+0.7% | 加碼 |
| Sigma Planning Corp | 87,243 | $422.8 萬 | 0.13% | +5,810+7.1% | 加碼 |
| Gifford Fong Associates | 88,052 | $426.7 萬 | 0.78% | 00.0% | 不變 |
| Jupiter Wealth Management LLC | 88,487 | $428.8 萬 | 2.68% | 00.0% | 不變 |
| DuPont Capital Management Corp | 88,929 | $430.9 萬 | 0.17% | +58,328+190.6% | 加碼 |
| NBW Capital LLC | 89,353 | $433.0 萬 | 1.03% | +89,353 | 新進 |
| Cerity Partners LLC | 89,809 | $435.2 萬 | 0.07% | +84,031+1,454.3% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 89,873 | $435.5 萬 | 0.04% | +89,873 | 新進 |
| Concentric Wealth Management, LLC | 89,921 | $435.8 萬 | 1.26% | −940−1.0% | 減碼 |
| Bizma Investimentos Ltda | 100,000 | $436.3 萬 | 2.84% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 90,177 | $437.0 萬 | 1.11% | +447+0.5% | 加碼 |
| Cohen Klingenstein LLC | 90,900 | $440.5 萬 | 0.18% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 91,126 | $441.6 萬 | 0.19% | +9,973+12.3% | 加碼 |
| Independent Advisor Alliance | 91,122 | $441.6 萬 | 0.21% | +35,388+63.5% | 加碼 |
| Putnam Investments LLC | 91,202 | $442.0 萬 | 0.01% | +74,350+441.2% | 加碼 |
| Geneos Wealth Management Inc. | 91,255 | $442.2 萬 | 0.19% | −82,376−47.4% | 減碼 |
| Western Financial Corporation | 91,550 | $443.7 萬 | 2.58% | +60+0.1% | 加碼 |
| Fiduciary Trust Co | 91,829 | $445.0 萬 | 0.08% | −3,160−3.3% | 減碼 |
| Elgethun Capital Management | 92,425 | $447.9 萬 | 1.52% | +2,157+2.4% | 加碼 |
| WealthPLAN Partners, LLC | 102,857 | $448.8 萬 | 0.31% | −181,874−63.9% | 減碼 |
| WealthPlan Investment Management, LLC | 102,857 | $448.8 萬 | 0.31% | +102,857 | 新進 |
| BTC Capital Management, Inc. | 93,132 | $452.0 萬 | 0.45% | +93,132 | 新進 |
| Covington Capital Management | 93,494 | $453.1 萬 | 0.16% | −23,956−20.4% | 減碼 |
| Brookmont Capital Management | 93,528 | $453.2 萬 | 2.72% | −719−0.8% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 93,522 | $455.7 萬 | 0.08% | +8,263+9.7% | 加碼 |
| Long Focus Capital Management, LLC | 95,000 | $460.4 萬 | 0.99% | 00.0% | 不變 |
| Advisor Partners LLC | 95,549 | $463.0 萬 | 0.29% | +8,642+9.9% | 加碼 |
| Wedbush Securities Inc | 95,975 | $465.1 萬 | 0.21% | +447+0.5% | 加碼 |
| Boothe Investment Group, Inc. | 96,517 | $470.1 萬 | 3.24% | −64,811−40.2% | 減碼 |
| Sompo Asset Management Co., Ltd. | 97,220 | $471.1 萬 | 1.02% | −6,510−6.3% | 減碼 |
| Asio Capital, LLC | 97,535 | $472.7 萬 | 1.33% | +5,760+6.3% | 加碼 |
| Shelton Capital Management | 97,900 | $474.4 萬 | 0.18% | −48,597−33.2% | 減碼 |
| Semmax Financial Advisors Inc. | 98,012 | $475.0 萬 | 1.87% | +5,540+6.0% | 加碼 |
| Pictet Bank & Trust Ltd | 98,250 | $476.1 萬 | 2.67% | −2,405−2.4% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 99,510 | $482.2 萬 | 2.70% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 99,982 | $484.0 萬 | 0.07% | +34,274+52.2% | 加碼 |
| RBF Capital, LLC | 100,000 | $484.6 萬 | 0.31% | 00.0% | 不變 |
| Bell & Brown Wealth Advisors, LLC | 100,044 | $484.8 萬 | 2.20% | +24,176+31.9% | 加碼 |
| California First Leasing Corp | 100,400 | $486.5 萬 | 2.70% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 100,407 | $486.6 萬 | 0.34% | +3,477+3.6% | 加碼 |
| Tocqueville Asset Management L.P. | 100,640 | $487.7 萬 | 0.07% | −68,185−40.4% | 減碼 |
| Profund Advisors LLC | 100,708 | $488.0 萬 | 0.20% | −10,855−9.7% | 減碼 |
| Shell Asset Management Co | 100,821 | $488.6 萬 | 0.12% | +437+0.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 100,940 | $489.2 萬 | 0.11% | +25,694+34.1% | 加碼 |
| Redpoint Investment Management Pty Ltd | 100,987 | $489.4 萬 | 0.49% | 00.0% | 不變 |
| CMT Capital Markets Trading GmbH | 101,300 | $490.9 萬 | 2.20% | +84,950+519.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 101,355 | $491.2 萬 | 0.10% | −239−0.2% | 減碼 |
| Hoertkorn Richard Charles | 101,386 | $491.3 萬 | 2.16% | −5,400−5.1% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 101,760 | $493.1 萬 | 0.03% | +1,000+1.0% | 加碼 |
| Clear Harbor Asset Management, LLC | 101,868 | $493.7 萬 | 0.57% | −1,500−1.5% | 減碼 |
| Eudaimonia Partners, LLC | 102,064 | $494.6 萬 | 0.84% | +102,064 | 新進 |
| Guardian Capital Advisors LP | 102,428 | $496.0 萬 | 0.48% | +4,000+4.1% | 加碼 |
| Jump Financial, LLC | 102,692 | $497.7 萬 | 0.21% | +102,692 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 102,851 | $498.4 萬 | 1.14% | +12,961+14.4% | 加碼 |
| Advisory Services Network, LLC | 103,111 | $499.6 萬 | 0.15% | +339+0.3% | 加碼 |
| Regentatlantic Capital LLC | 103,952 | $503.8 萬 | 0.14% | +4,055+4.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 103,979 | $503.9 萬 | 0.07% | +5,194+5.3% | 加碼 |
| Horizon Wealth Management, LLC | 104,578 | $506.8 萬 | 1.57% | −4,340−4.0% | 減碼 |
| Pioneer Trust Bank N A | 104,785 | $507.8 萬 | 1.39% | −2,409−2.2% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 104,919 | $508.4 萬 | 0.57% | −2,029−1.9% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 105,059 | $509.1 萬 | 0.63% | +830+0.8% | 加碼 |
| BerganKDV Wealth Management, LLC | 105,468 | $511.1 萬 | 0.55% | −510−0.5% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 106,417 | $515.7 萬 | 0.44% | +106,417 | 新進 |
| Barr E S & Co | 106,647 | $516.8 萬 | 0.35% | −4,947−4.4% | 減碼 |
| Centiva Capital, LP | 107,118 | $519.1 萬 | 0.30% | +58,283+119.3% | 加碼 |
| Winslow Asset Management Inc | 107,685 | $521.8 萬 | 1.03% | −494−0.5% | 減碼 |
| Prudential PLC | 108,067 | $523.7 萬 | 0.08% | +108,067 | 新進 |
| Boenning & Scattergood, Inc. | 108,757 | $527.0 萬 | 0.85% | +18,862+21.0% | 加碼 |
| Exchange Traded Concepts, LLC | 109,501 | $530.6 萬 | 0.11% | +108,644+12,677.2% | 加碼 |
| Thompson Investment Management, Inc. | 109,906 | $532.6 萬 | 0.78% | −4,527−4.0% | 減碼 |
| OPSEU Pension Plan Trust Fund | 110,597 | $540.8 萬 | 1.29% | +3,849+3.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 112,052 | $543.0 萬 | 0.48% | +59,676+113.9% | 加碼 |
| MSD Partners, L.P. | 112,325 | $544.3 萬 | 0.33% | −224,650−66.7% | 減碼 |