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 | 2,828 | $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 |
|---|---|---|---|---|---|
| Core Alternative Capital | 2,514 | $12.2 萬 | 0.03% | −58,877−95.9% | 減碼 |
| Arlington Partners LLC | 2,532 | $12.3 萬 | 0.03% | +58+2.3% | 加碼 |
| Kings Point Capital Management | 2,547 | $12.3 萬 | 0.01% | +1,310+105.9% | 加碼 |
| CNB Bank | 2,560 | $12.4 萬 | 0.07% | −62−2.4% | 減碼 |
| Acima Private Wealth, LLC | 2,572 | $12.5 萬 | 0.06% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 2,605 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 2,597 | $12.6 萬 | 0.06% | +1,317+102.9% | 加碼 |
| Riverview Trust Co | 2,669 | $12.9 萬 | 0.10% | +2,669 | 新進 |
| O'Dell Group, LLC | 2,726 | $13.2 萬 | 0.04% | −589−17.8% | 減碼 |
| Column Capital Advisors, LLC | 2,730 | $13.2 萬 | 0.02% | −86−3.1% | 減碼 |
| Clear Investment Research, LLC | 2,734 | $13.2 萬 | 0.26% | 00.0% | 不變 |
| IndexIQ Advisors LLC | 2,726 | $13.2 萬 | 0.00% | +1,032+60.9% | 加碼 |
| Optimum Investment Advisors | 2,776 | $13.5 萬 | 0.06% | −200−6.7% | 減碼 |
| City Holding Co | 2,851 | $13.8 萬 | 0.02% | 00.0% | 不變 |
| Clean Yield Group | 2,848 | $13.8 萬 | 0.05% | 00.0% | 不變 |
| FourThought Financial, LLC | 2,890 | $14.0 萬 | 0.02% | +8+0.3% | 加碼 |
| Capital Analysts, LLC | 2,904 | $14.1 萬 | 0.01% | +143+5.2% | 加碼 |
| Sugarloaf Wealth Management, LLC | 2,936 | $14.2 萬 | 0.03% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 3,013 | $14.6 萬 | 0.00% | +1,859+161.1% | 加碼 |
| Tucker Asset Management LLC | 3,029 | $14.7 萬 | 0.05% | +41+1.4% | 加碼 |
| Fortitude Advisory Group L.L.C. | 3,090 | $15.0 萬 | 0.08% | +121+4.1% | 加碼 |
| Powell Investment Advisors, LLC | 3,169 | $15.4 萬 | 0.09% | +1,288+68.5% | 加碼 |
| Prestige Wealth Management Group LLC | 3,219 | $15.6 萬 | 0.04% | +13+0.4% | 加碼 |
| Field & Main Bank | 3,225 | $15.6 萬 | 0.09% | +2,325+258.3% | 加碼 |
| Asset Dedication, LLC | 3,231 | $15.9 萬 | 0.02% | +2,261+233.1% | 加碼 |
| Garde Capital, Inc. | 3,318 | $16.1 萬 | 0.02% | +15+0.5% | 加碼 |
| Oakworth Capital, Inc. | 3,396 | $16.4 萬 | 0.01% | −355−9.5% | 減碼 |
| American Research & Management Co. | 3,400 | $16.5 萬 | 0.04% | −425−11.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,414 | $16.5 萬 | 0.00% | −49−1.4% | 減碼 |
| Creative Financial Designs Inc | 3,590 | $17.4 萬 | 0.03% | +69+2.0% | 加碼 |
| Quent Capital, LLC | 3,607 | $17.5 萬 | 0.03% | +2,451+212.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,629 | $17.6 萬 | 0.09% | +243+7.2% | 加碼 |
| Tradewinds Capital Management, LLC | 3,661 | $17.7 萬 | 0.03% | +10.0% | 加碼 |
| Massmutual Trust Co FSB | 3,667 | $17.8 萬 | 0.01% | −964−20.8% | 減碼 |
| Larson Financial Group LLC | 3,722 | $18.0 萬 | 0.03% | +262+7.6% | 加碼 |
| Acropolis Investment Management, LLC | 3,753 | $18.2 萬 | 0.02% | −148−3.8% | 減碼 |
| Rosenberg Matthew Hamilton | 3,763 | $18.2 萬 | 0.06% | +1,143+43.6% | 加碼 |
| Kistler-Tiffany Companies, LLC | 3,780 | $18.3 萬 | 0.03% | +3+0.1% | 加碼 |
| Sierra Capital LLC | 3,789 | $18.4 萬 | 0.03% | +116+3.2% | 加碼 |
| Covestor Ltd | 3,787 | $18.4 萬 | 0.13% | +2,204+139.2% | 加碼 |
| Tompkins Financial Corp | 3,820 | $18.5 萬 | 0.03% | −1,203−23.9% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,812 | $18.5 萬 | 0.15% | +3,812 | 新進 |
| TCI Wealth Advisors, Inc. | 3,849 | $18.6 萬 | 0.03% | −114−2.9% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 3,862 | $18.7 萬 | 0.09% | 00.0% | 不變 |
| Stelac Advisory Services LLC | 3,903 | $18.9 萬 | 0.07% | −7,511−65.8% | 減碼 |
| Crewe Advisors LLC | 3,894 | $18.9 萬 | 0.04% | +2,694+224.5% | 加碼 |
| HWG Holdings LP | 3,899 | $18.9 萬 | 0.09% | +3,401+682.9% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 3,935 | $19.1 萬 | 0.05% | 00.0% | 不變 |
| Professional Financial Advisors, LLC | 3,998 | $19.4 萬 | 0.08% | +18+0.5% | 加碼 |
| Bedel Financial Consulting, Inc. | 4,020 | $19.5 萬 | 0.06% | +14+0.3% | 加碼 |
| Rockbridge Investment Management, LCC | 4,031 | $19.6 萬 | 0.03% | −414−9.3% | 減碼 |
| Mokosak Advisory Group, LLC | 4,106 | $20.0 萬 | 0.08% | +4,106 | 新進 |
| Athena Investment Management | 4,182 | $20.0 萬 | 0.16% | +4,182 | 新進 |
| HC Financial Advisors Inc | 4,142 | $20.1 萬 | 0.12% | −290−6.5% | 減碼 |
| Northern Capital Management, Inc. | 4,143 | $20.1 萬 | 0.16% | +4,143 | 新進 |
| Trustcore Financial Services, LLC | 4,177 | $20.2 萬 | 0.02% | −198−4.5% | 減碼 |
| Integrity Financial Corp | 4,160 | $20.2 萬 | 0.17% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 4,152 | $20.2 萬 | 0.03% | +4,152 | 新進 |
| Premier Asset Management LLC | 4,202 | $20.4 萬 | 0.06% | −500−10.6% | 減碼 |
| Gould Asset Management LLC | 4,212 | $20.4 萬 | 0.06% | −195−4.4% | 減碼 |
| Asset Management Corp | 4,212 | $20.4 萬 | 0.12% | −182−4.1% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 4,227 | $20.4 萬 | 0.07% | +4,227 | 新進 |
| Integrated Investment Consultants, LLC | 4,234 | $20.5 萬 | 0.06% | −272−6.0% | 減碼 |
| Abacus Planning Group, Inc. | 4,235 | $20.5 萬 | 0.06% | +10.0% | 加碼 |
| Segment Wealth Management, LLC | 4,231 | $20.5 萬 | 0.02% | +4,231 | 新進 |
| First American Bank | 4,235 | $20.5 萬 | 0.02% | +4,235 | 新進 |
| Sonata Capital Group Inc | 4,250 | $20.6 萬 | 0.09% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 4,245 | $20.6 萬 | 0.03% | +83+2.0% | 加碼 |
| Wade G W & Inc | 4,256 | $20.6 萬 | 0.01% | +4,256 | 新進 |
| Cordatus Wealth Management LLC | 4,248 | $20.6 萬 | 0.07% | +4,248 | 新進 |
| Fieldpoint Private Securities, LLC | 4,270 | $20.7 萬 | 0.04% | +55+1.3% | 加碼 |
| PDS Planning, Inc | 4,267 | $20.7 萬 | 0.04% | +87+2.1% | 加碼 |
| Hurlow Wealth Management Group, Inc. | 4,280 | $20.7 萬 | 0.13% | +4,280 | 新進 |
| MQS Management LLC | 4,280 | $20.7 萬 | 0.17% | +4,280 | 新進 |
| Fermata Advisors, LLC | 4,282 | $20.8 萬 | 0.08% | −574−11.8% | 減碼 |
| BlackDiamond Wealth Management Inc. | 4,291 | $20.8 萬 | 0.25% | −95−2.2% | 減碼 |
| Mirador Capital Partners LP | 4,295 | $20.8 萬 | 0.04% | −67−1.5% | 減碼 |
| Sanders Morris Harris LLC | 4,289 | $20.8 萬 | 0.04% | 00.0% | 不變 |
| StrategIQ Financial Group, LLC | 4,297 | $20.8 萬 | 0.02% | 00.0% | 不變 |
| Heritage Trust Co | 4,285 | $20.8 萬 | 0.03% | 00.0% | 不變 |
| Waypoint Capital Advisors, LLC | 4,321 | $20.9 萬 | 0.12% | +88+2.1% | 加碼 |
| Burton Enright Welch | 4,344 | $21.1 萬 | 0.12% | −174−3.9% | 減碼 |
| Cardinal Point Wealth Management Partners, LLC | 4,347 | $21.1 萬 | 0.09% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 4,353 | $21.1 萬 | 0.02% | +4,353 | 新進 |
| FirstPurpose Wealth LLC | 4,376 | $21.2 萬 | 0.17% | −266−5.7% | 減碼 |
| Bank of Hawaii | 4,373 | $21.2 萬 | 0.01% | +4,373 | 新進 |
| Riversedge Advisors, LLC | 4,411 | $21.4 萬 | 0.07% | +20.0% | 加碼 |
| Bangor Savings Bank | 4,411 | $21.4 萬 | 0.02% | +125+2.9% | 加碼 |
| Boston Financial Mangement LLC | 4,415 | $21.4 萬 | 0.01% | +4,415 | 新進 |
| Wealth Alliance Advisory Group, LLC | 4,433 | $21.5 萬 | 0.09% | 00.0% | 不變 |
| McAdam, LLC | 4,482 | $21.7 萬 | 0.02% | +202+4.7% | 加碼 |
| Evoke Wealth, LLC | 4,506 | $21.8 萬 | 0.01% | +236+5.5% | 加碼 |
| Zhang Financial LLC | 4,503 | $21.8 萬 | 0.04% | +317+7.6% | 加碼 |
| Apriem Advisors | 4,500 | $21.8 萬 | 0.03% | +4,500 | 新進 |
| First Western Trust Bank | 4,356 | $21.8 萬 | 0.01% | +4,356 | 新進 |
| Wealthspire Advisors, LLC | 4,528 | $21.9 萬 | 0.00% | −4,972−52.3% | 減碼 |
| Clarkston Capital Partners, LLC | 4,510 | $21.9 萬 | 0.00% | −690−13.3% | 減碼 |
| Hall Laurie J Trustee | 4,512 | $21.9 萬 | 0.08% | 00.0% | 不變 |
| AlphaCore Capital LLC | 4,510 | $21.9 萬 | 0.08% | +4,510 | 新進 |
| Principal Street Partners, LLC | 4,546 | $22.0 萬 | 0.05% | +4,546 | 新進 |