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 |
|---|---|---|---|---|---|
| John W. Brooker & Co., CPAs | 6,904 | $33.5 萬 | 0.18% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 6,922 | $33.5 萬 | 0.09% | +750+12.2% | 加碼 |
| Sanford Advisory Services, LLC | 6,930 | $33.6 萬 | 0.09% | 00.0% | 不變 |
| Hollencrest Capital Management | 6,937 | $33.6 萬 | 0.03% | +2,000+40.5% | 加碼 |
| Ullmann Financial Group, Inc. | 6,959 | $33.7 萬 | 0.09% | +37+0.5% | 加碼 |
| Zullo Investment Group, Inc. | 6,966 | $33.8 萬 | 0.18% | +19+0.3% | 加碼 |
| Adalta Capital Management LLC | 7,000 | $33.9 萬 | 0.17% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 6,987 | $33.9 萬 | 0.02% | 00.0% | 不變 |
| Sandy Spring Bank | 7,003 | $33.9 萬 | 0.02% | +249+3.7% | 加碼 |
| CFO4Life Group, LLC | 6,991 | $33.9 萬 | 0.07% | +857+14.0% | 加碼 |
| Evanson Asset Management, LLC | 7,016 | $34.0 萬 | 0.03% | +6+0.1% | 加碼 |
| Stockman Wealth Management, Inc. | 7,043 | $34.1 萬 | 0.07% | +297+4.4% | 加碼 |
| Destination Wealth Management | 7,040 | $34.1 萬 | 0.01% | +7,040 | 新進 |
| Duncker Streett & Co Inc | 7,058 | $34.2 萬 | 0.07% | −1,101−13.5% | 減碼 |
| Means Investment Co., Inc. | 7,083 | $34.3 萬 | 0.06% | +123+1.8% | 加碼 |
| Wealth Effects LLC | 7,074 | $34.3 萬 | 0.16% | +425+6.4% | 加碼 |
| Tiedemann Advisors, LLC | 7,074 | $34.3 萬 | 0.02% | +480+7.3% | 加碼 |
| Lincoln Capital LLC | 7,091 | $34.4 萬 | 0.08% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 7,100 | $34.4 萬 | 0.08% | +5,206+274.9% | 加碼 |
| Delta Investment Management, LLC | 7,114 | $34.5 萬 | 0.10% | −2,000−21.9% | 減碼 |
| Roosevelt Investment Group LLC | 7,117 | $34.5 萬 | 0.02% | −200−2.7% | 減碼 |
| Aptus Capital Advisors, LLC | 7,133 | $34.5 萬 | 0.01% | +972+15.8% | 加碼 |
| BNC Wealth Management, LLC | 7,133 | $34.6 萬 | 0.17% | −923−11.5% | 減碼 |
| James Hambro & Partners | 7,129 | $34.6 萬 | 0.02% | −500−6.6% | 減碼 |
| ERTS Wealth Advisors, LLC | 7,132 | $34.6 萬 | 0.10% | +248+3.6% | 加碼 |
| Lynch & Associates | 7,164 | $34.7 萬 | 0.08% | 00.0% | 不變 |
| First National Bank | 7,192 | $34.8 萬 | 0.32% | +412+6.1% | 加碼 |
| LVW Advisors, LLC | 7,182 | $34.8 萬 | 0.06% | +525+7.9% | 加碼 |
| Sand Hill Global Advisors, LLC | 7,198 | $34.9 萬 | 0.02% | −967−11.8% | 減碼 |
| Chelsea Counsel Co | 7,202 | $34.9 萬 | 0.15% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 7,240 | $35.1 萬 | 0.09% | −726−9.1% | 減碼 |
| Dixon Hughes Goodman Wealth Advisors LLC | 7,239 | $35.1 萬 | 0.10% | +1,437+24.8% | 加碼 |
| Everhart Financial Group, Inc. | 7,237 | $35.1 萬 | 0.20% | +7,237 | 新進 |
| CarsonAllaria Wealth Management, Ltd. | 7,275 | $35.3 萬 | 0.32% | −9−0.1% | 減碼 |
| Cedar Brook Financial Partners, LLC | 7,347 | $35.6 萬 | 0.09% | −552−7.0% | 減碼 |
| Cadence Bank NA | 7,334 | $35.6 萬 | 0.10% | −542−6.9% | 減碼 |
| BFT Financial Group, LLC | 7,333 | $35.6 萬 | 0.06% | +7,333 | 新進 |
| Legacy Financial Advisors, Inc. | 7,371 | $35.7 萬 | 0.08% | +674+10.1% | 加碼 |
| First National Bank & Trust Co of Newtown | 7,379 | $35.8 萬 | 0.07% | −270−3.5% | 減碼 |
| First Personal Financial Services | 7,409 | $35.9 萬 | 0.08% | −168−2.2% | 減碼 |
| New Jersey Better Educational Savings Trust | 7,401 | $35.9 萬 | 0.88% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 7,444 | $36.1 萬 | 0.06% | −1,942−20.7% | 減碼 |
| Woodstock Corp | 7,454 | $36.1 萬 | 0.04% | −950−11.3% | 減碼 |
| Front Row Advisors LLC | 7,473 | $36.2 萬 | 0.15% | −10.0% | 減碼 |
| US Financial Advisors, LLC | 7,461 | $36.2 萬 | 0.17% | 00.0% | 不變 |
| Magnolia Capital Management Ltd | 7,500 | $36.3 萬 | 0.30% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 7,507 | $36.4 萬 | 0.16% | −37−0.5% | 減碼 |
| Intrust Bank NA | 7,500 | $36.4 萬 | 0.05% | +60+0.8% | 加碼 |
| DRW Securities, LLC | 7,545 | $36.6 萬 | 0.09% | −689−8.4% | 減碼 |
| Arrow Financial Corp | 7,560 | $36.6 萬 | 0.04% | −140−1.8% | 減碼 |
| Wealth Architects, LLC | 7,569 | $36.7 萬 | 0.06% | +299+4.1% | 加碼 |
| Ballast, Inc. | 7,596 | $36.8 萬 | 0.14% | +39+0.5% | 加碼 |
| Evolution Advisers, Inc. | 7,627 | $36.9 萬 | 0.27% | −40−0.5% | 減碼 |
| Summit X, LLC | 7,680 | $37.2 萬 | 0.09% | +277+3.7% | 加碼 |
| HYA Advisors, Inc | 7,706 | $37.3 萬 | 0.13% | −93−1.2% | 減碼 |
| Private Capital Group, LLC | 7,689 | $37.3 萬 | 0.08% | −81−1.0% | 減碼 |
| E&G Advisors, LP | 7,688 | $37.3 萬 | 0.10% | 00.0% | 不變 |
| Bridge Creek Capital Management LLC | 7,700 | $37.3 萬 | 0.12% | +100+1.3% | 加碼 |
| Patton Albertson Miller Group, LLC | 7,710 | $37.4 萬 | 0.06% | +202+2.7% | 加碼 |
| Personal Cfo Solutions, LLC | 7,720 | $37.4 萬 | 0.07% | +3,492+82.6% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $37.6 萬 | 0.10% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 7,762 | $37.6 萬 | 0.07% | +173+2.3% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,751 | $37.6 萬 | 0.16% | +293+3.9% | 加碼 |
| Deuterium Capital Management, LLC | 7,783 | $37.7 萬 | 0.49% | −4,397−36.1% | 減碼 |
| E Fund Management Co., Ltd. | 7,778 | $37.7 萬 | 0.01% | −1,035−11.7% | 減碼 |
| MBL Wealth, LLC | 7,785 | $37.7 萬 | 0.09% | +7,785 | 新進 |
| Weil Company, Inc. | 7,809 | $37.8 萬 | 0.19% | −4,940−38.7% | 減碼 |
| Campion Asset Management LLC | 7,790 | $37.8 萬 | 0.32% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 7,821 | $37.9 萬 | 0.03% | −1,696−17.8% | 減碼 |
| PrairieView Partners, LLC | 7,843 | $38.0 萬 | 0.05% | +150+1.9% | 加碼 |
| Pin Oak Investment Advisors Inc | 7,861 | $38.1 萬 | 0.41% | −435−5.2% | 減碼 |
| Avion Wealth | 7,863 | $38.1 萬 | 0.11% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 7,859 | $38.1 萬 | 0.02% | +333+4.4% | 加碼 |
| K.J. Harrison & Partners Inc | 7,863 | $38.1 萬 | 0.06% | +7,863 | 新進 |
| Clear Creek Financial Management, LLC | 7,856 | $38.1 萬 | 0.06% | +7,856 | 新進 |
| Valmark Advisers, Inc. | 7,888 | $38.2 萬 | 0.01% | +87+1.1% | 加碼 |
| Mycio Wealth Partners, LLC | 7,894 | $38.3 萬 | 0.12% | −389−4.7% | 減碼 |
| Financial Engines Advisors L.L.C. | 7,931 | $38.4 萬 | 0.00% | −1,147−12.6% | 減碼 |
| Smith, Moore & Co. | 7,948 | $38.5 萬 | 0.05% | −1,000−11.2% | 減碼 |
| Lindbrook Capital, LLC | 7,942 | $38.5 萬 | 0.06% | −47−0.6% | 減碼 |
| First Citizens Financial Corp | 7,948 | $38.5 萬 | 0.29% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 7,965 | $38.6 萬 | 0.22% | −417−5.0% | 減碼 |
| Planning Center, Inc. | 7,981 | $38.7 萬 | 1.11% | 00.0% | 不變 |
| Trust Co of Virginia | 7,993 | $38.7 萬 | 0.04% | −850−9.6% | 減碼 |
| Court Place Advisors, LLC | 7,979 | $38.7 萬 | 0.12% | −600−7.0% | 減碼 |
| Successful Portfolios LLC | 7,981 | $38.7 萬 | 0.22% | −243−3.0% | 減碼 |
| Solidarilty Wealth, LLC | 8,085 | $38.7 萬 | 0.22% | +8,085 | 新進 |
| Washington Capital Management Inc | 8,000 | $38.8 萬 | 0.32% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 7,998 | $38.8 萬 | 0.04% | −112,737−93.4% | 減碼 |
| Tributary Capital Management, LLC | 8,000 | $38.8 萬 | 0.03% | −200−2.4% | 減碼 |
| Monetary Management Group Inc | 8,047 | $39.0 萬 | 0.10% | 00.0% | 不變 |
| Nwam LLC | 8,058 | $39.0 萬 | 0.03% | +1,164+16.9% | 加碼 |
| Ethic Inc. | 8,052 | $39.0 萬 | 0.03% | +1,728+27.3% | 加碼 |
| Cutler Investment Counsel LLC | 8,047 | $39.0 萬 | 0.05% | +8,047 | 新進 |
| Claar Advisors LLC | 8,060 | $39.1 萬 | 0.11% | −1,540−16.0% | 減碼 |
| Plancorp, LLC | 8,074 | $39.1 萬 | 0.03% | +38+0.5% | 加碼 |
| MKT Advisors LLC | 8,919 | $39.2 萬 | 0.30% | −210−2.3% | 減碼 |
| Cidel Asset Management Inc | 8,100 | $39.3 萬 | 0.01% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 8,150 | $39.5 萬 | 0.04% | +8,150 | 新進 |
| Crawford Investment Counsel Inc | 8,194 | $39.7 萬 | 0.01% | −230−2.7% | 減碼 |