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 |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 5,540 | $26.8 萬 | 0.10% | 00.0% | 不變 |
| Howe & Rusling Inc | 5,551 | $26.9 萬 | 0.03% | −2,705−32.8% | 減碼 |
| Vise Technologies, Inc. | 5,549 | $26.9 萬 | 0.10% | +5,549 | 新進 |
| Gabelli & Co Investment Advisers, Inc. | 5,590 | $27.1 萬 | 0.04% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 5,640 | $27.2 萬 | 0.09% | 00.0% | 不變 |
| First Command Financial Services, Inc. | 5,612 | $27.2 萬 | 0.04% | −31−0.5% | 減碼 |
| First Command Bank | 5,612 | $27.2 萬 | 0.04% | +2,166+62.9% | 加碼 |
| Detalus Advisors, LLC | 5,643 | $27.3 萬 | 0.14% | +43+0.8% | 加碼 |
| SRS Capital Advisors, Inc. | 5,641 | $27.3 萬 | 0.04% | +2,420+75.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,636 | $27.3 萬 | 0.01% | +5,636 | 新進 |
| Laraway Financial Inc | 5,670 | $27.5 萬 | 0.25% | −1,000−15.0% | 減碼 |
| First National Bank of Hutchinson | 5,668 | $27.5 萬 | 0.16% | 00.0% | 不變 |
| Monterey Private Wealth, Inc. | 5,482 | $27.5 萬 | 0.13% | +5,482 | 新進 |
| Sutton Wealth Advisors Inc. | 5,681 | $27.5 萬 | 0.09% | +8+0.1% | 加碼 |
| Patten & Patten Inc | 5,689 | $27.6 萬 | 0.02% | 00.0% | 不變 |
| McDaniel Terry & Co | 5,690 | $27.6 萬 | 0.03% | +5,690 | 新進 |
| Windsor Capital Management, LLC | 5,800 | $28.1 萬 | 0.09% | −330−5.4% | 減碼 |
| Boston Trust Walden Corp | 5,809 | $28.2 萬 | 0.00% | −3,400−36.9% | 減碼 |
| Glassman Wealth Services | 5,809 | $28.2 萬 | 0.05% | +547+10.4% | 加碼 |
| Powers Advisory Group, LLC | 5,845 | $28.3 萬 | 0.20% | −491−7.7% | 減碼 |
| Barrett Asset Management, LLC | 5,873 | $28.4 萬 | 0.01% | +39+0.7% | 加碼 |
| Occidental Asset Management, LLC | 5,889 | $28.5 萬 | 0.07% | −30,515−83.8% | 減碼 |
| LFA - Lugano Financial Advisors SA | 5,852 | $28.5 萬 | 0.19% | 00.0% | 不變 |
| Syverson Strege & Co | 5,879 | $28.5 萬 | 0.31% | +2,122+56.5% | 加碼 |
| Ambassador Advisors, LLC | 5,932 | $28.7 萬 | 0.06% | 00.0% | 不變 |
| Park National Corp | 5,953 | $28.8 萬 | 0.01% | −1,155−16.2% | 減碼 |
| Sage Mountain Advisors LLC | 5,986 | $29.0 萬 | 0.05% | −2,964−33.1% | 減碼 |
| David R. Rahn & Associates Inc. | 6,660 | $29.1 萬 | 0.11% | −27−0.4% | 減碼 |
| Josh Arnold Investment Consultant, LLC | 6,000 | $29.1 萬 | 0.28% | 00.0% | 不變 |
| Adviser Investments LLC | 6,020 | $29.2 萬 | 0.02% | −1,851−23.5% | 減碼 |
| Davis R M Inc | 6,018 | $29.2 萬 | 0.01% | +6,018 | 新進 |
| Bernardo Wealth Planning LLC | 6,027 | $29.2 萬 | 0.15% | +6,027 | 新進 |
| SeaBridge Investment Advisors LLC | 6,045 | $29.3 萬 | 0.09% | −12,795−67.9% | 減碼 |
| Moloney Securities Asset Management, LLC | 6,068 | $29.4 萬 | 0.06% | −936−13.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 6,070 | $29.4 萬 | 0.05% | −221−3.5% | 減碼 |
| Kesler, Norman & Wride, LLC | 6,064 | $29.4 萬 | 0.07% | +8+0.1% | 加碼 |
| Riverbridge Partners LLC | 6,100 | $29.6 萬 | 0.00% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 6,106 | $29.6 萬 | 0.04% | +6,106 | 新進 |
| Greenwood Gearhart Inc | 6,128 | $29.7 萬 | 0.04% | −123,434−95.3% | 減碼 |
| Lakeview Capital Partners, LLC | 6,120 | $29.7 萬 | 0.15% | −1,803−22.8% | 減碼 |
| Cherry Creek Investment Advisors, Inc. | 6,124 | $29.7 萬 | 0.20% | +20+0.3% | 加碼 |
| NuWave Investment Management, LLC | 6,133 | $29.7 萬 | 0.40% | +1,099+21.8% | 加碼 |
| Delphia (USA) Inc. | 6,137 | $29.7 萬 | 0.22% | +6,137 | 新進 |
| Sky Investment Group LLC | 6,159 | $29.8 萬 | 0.06% | −65−1.0% | 減碼 |
| Money Concepts Capital Corp | 6,140 | $29.8 萬 | 0.02% | +6,140 | 新進 |
| City State Bank | 6,220 | $30.1 萬 | 0.18% | 00.0% | 不變 |
| Calton & Associates, Inc. | 6,235 | $30.2 萬 | 0.09% | +52+0.8% | 加碼 |
| Investment Advisory Group, LLC | 6,241 | $30.3 萬 | 0.18% | −600−8.8% | 減碼 |
| Parkside Financial Bank & Trust | 6,257 | $30.3 萬 | 0.08% | +1,361+27.8% | 加碼 |
| Papp L Roy & Associates | 6,267 | $30.4 萬 | 0.04% | +9+0.1% | 加碼 |
| Independence Bank of Kentucky | 6,265 | $30.4 萬 | 0.12% | +150+2.5% | 加碼 |
| Acorn Wealth Advisors, LLC | 6,286 | $30.5 萬 | 0.21% | −258−3.9% | 減碼 |
| Amarillo National Bank | 6,291 | $30.5 萬 | 0.06% | +420+7.2% | 加碼 |
| Brave Asset Management Inc | 6,301 | $30.5 萬 | 0.11% | +1,900+43.2% | 加碼 |
| Buckingham Strategic Partners | 6,260 | $30.5 萬 | 0.03% | +6,260 | 新進 |
| Ramsay, Stattman, Vela & Price, Inc. | 6,342 | $30.7 萬 | 0.06% | −2,820−30.8% | 減碼 |
| Concord Wealth Partners | 6,333 | $30.7 萬 | 0.08% | −20−0.3% | 減碼 |
| Heritage Investment Group, Inc. | 6,332 | $30.7 萬 | 0.22% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 6,360 | $30.8 萬 | 0.25% | −197−3.0% | 減碼 |
| Baker Boyer National Bank | 6,354 | $30.8 萬 | 0.15% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 6,379 | $30.9 萬 | 0.02% | 00.0% | 不變 |
| Berger Financial Group, Inc | 6,378 | $30.9 萬 | 0.04% | +13+0.2% | 加碼 |
| Wagner Wealth Management, LLC | 6,368 | $30.9 萬 | 0.22% | +1,831+40.4% | 加碼 |
| Alpine Global Management, LLC | 6,406 | $31.0 萬 | 0.08% | −5,647−46.9% | 減碼 |
| Wayfinding Financial, LLC | 6,980 | $31.0 萬 | 0.26% | −78−1.1% | 減碼 |
| Bryn Mawr Trust Co | 6,395 | $31.0 萬 | 0.01% | −100−1.5% | 減碼 |
| Wallace Capital Management Inc. | 7,114 | $31.1 萬 | 0.05% | 00.0% | 不變 |
| Legacy Bridge, LLC | 6,417 | $31.1 萬 | 0.18% | −400−5.9% | 減碼 |
| 55I, LLC | 6,423 | $31.2 萬 | 0.01% | −110−1.7% | 減碼 |
| Ten Capital Wealth Advisors, LLC | 6,434 | $31.2 萬 | 0.13% | 00.0% | 不變 |
| Financial Advisory Group | 6,475 | $31.4 萬 | 0.06% | +1,834+39.5% | 加碼 |
| Spirit of America Management Corp | 6,500 | $31.5 萬 | 0.06% | +1,000+18.2% | 加碼 |
| Wharton Business Group, LLC | 6,535 | $31.7 萬 | 0.02% | +6,535 | 新進 |
| Van Strum & Towne Inc. | 6,564 | $31.8 萬 | 0.12% | 00.0% | 不變 |
| Smithfield Trust Co | 6,601 | $31.9 萬 | 0.02% | 00.0% | 不變 |
| Westhampton Capital, LLC | 6,590 | $31.9 萬 | 0.21% | 00.0% | 不變 |
| Unionview, LLC | 6,597 | $32.0 萬 | 0.30% | −129−1.9% | 減碼 |
| Grandfield & Dodd, LLC | 6,616 | $32.0 萬 | 0.02% | −76−1.1% | 減碼 |
| Security Asset Management | 6,600 | $32.0 萬 | 0.14% | 00.0% | 不變 |
| Family Firm, Inc. | 6,623 | $32.1 萬 | 0.08% | +4+0.1% | 加碼 |
| CVA Family Office, LLC | 6,622 | $32.1 萬 | 0.08% | 00.0% | 不變 |
| Wedge Capital Management L L P | 6,622 | $32.1 萬 | 0.00% | +103+1.6% | 加碼 |
| Bouchey Financial Group Ltd | 6,687 | $32.4 萬 | 0.04% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 6,677 | $32.4 萬 | 0.03% | 00.0% | 不變 |
| Capitolis Advisors LLC | 6,727 | $32.6 萬 | 0.02% | −3,324,179−99.8% | 減碼 |
| Titus Wealth Management | 6,739 | $32.7 萬 | 0.15% | −3,937−36.9% | 減碼 |
| PBMares Wealth Management LLC | 6,739 | $32.7 萬 | 0.20% | +225+3.5% | 加碼 |
| Vista Private Wealth Partners. LLC | 6,728 | $32.8 萬 | 0.13% | −6,328−48.5% | 減碼 |
| Stegent Equity Advisors, Inc. | 6,760 | $32.8 萬 | 0.28% | −1,536−18.5% | 減碼 |
| Auxano Advisors, LLC | 6,765 | $32.8 萬 | 0.14% | +2,605+62.6% | 加碼 |
| Red Door Wealth Management, LLC | 6,800 | $32.9 萬 | 0.11% | −2,969−30.4% | 減碼 |
| Fruth Investment Management | 6,818 | $33.0 萬 | 0.09% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 6,838 | $33.1 萬 | 0.16% | −1,480−17.8% | 減碼 |
| Lawson Kroeker Investment Management Inc | 6,835 | $33.1 萬 | 0.10% | 00.0% | 不變 |
| Van Cleef Asset Management,Inc | 6,823 | $33.1 萬 | 0.05% | +80+1.2% | 加碼 |
| L2 Asset Management, LLC | 6,868 | $33.3 萬 | 0.21% | +1,106+19.2% | 加碼 |
| Sweet Financial Partners, LLC | 6,894 | $33.4 萬 | 0.09% | +720+11.7% | 加碼 |
| CKW Financial Group | 6,850 | $33.4 萬 | 0.05% | +1,050+18.1% | 加碼 |
| Keel Point, LLC | 6,886 | $33.4 萬 | 0.05% | +2,011+41.3% | 加碼 |
| Ghe, LLC | 6,913 | $33.5 萬 | 0.28% | 00.0% | 不變 |