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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 8,192 | $39.7 萬 | 0.07% | +739+9.9% | 加碼 |
| Minot Wealth Management LLC | 8,258 | $40.0 萬 | 0.09% | +418+5.3% | 加碼 |
| Optas, LLC | 8,294 | $40.1 萬 | 0.13% | −336−3.9% | 減碼 |
| Cohen Capital Management, Inc. | 8,274 | $40.1 萬 | 0.07% | 00.0% | 不變 |
| Greylin Investment Mangement Inc | 8,295 | $40.2 萬 | 0.07% | −375−4.3% | 減碼 |
| Harbor Investment Advisory, LLC | 8,307 | $40.3 萬 | 0.05% | +911+12.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 8,331 | $40.4 萬 | 0.05% | −1,622−16.3% | 減碼 |
| Cornerstone Advisory, LLC | 8,326 | $40.4 萬 | 0.06% | −71−0.8% | 減碼 |
| Cambridge Advisors Inc. | 8,349 | $40.5 萬 | 0.10% | −3,613−30.2% | 減碼 |
| Camden National Bank | 8,384 | $40.6 萬 | 0.07% | −664−7.3% | 減碼 |
| Mechanics Bank Trust Department | 8,375 | $40.6 萬 | 0.06% | −50−0.6% | 減碼 |
| Machina Capital S.A.S. | 8,388 | $40.6 萬 | 0.89% | +3,088+58.3% | 加碼 |
| Nichols & Pratt Advisers LLP | 8,400 | $40.7 萬 | 0.03% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 8,410 | $40.8 萬 | 0.02% | −5,000−37.3% | 減碼 |
| SNS Financial Group, LLC | 8,423 | $40.8 萬 | 0.05% | −868−9.3% | 減碼 |
| Krilogy Financial LLC | 8,446 | $40.9 萬 | 0.04% | +1,553+22.5% | 加碼 |
| Evermay Wealth Management LLC | 8,434 | $40.9 萬 | 0.07% | +6,487+333.2% | 加碼 |
| Golden State Equity Partners | 8,432 | $40.9 萬 | 0.21% | +8,432 | 新進 |
| Bollard Group LLC | 8,470 | $41.0 萬 | 0.01% | +41+0.5% | 加碼 |
| Cahill Financial Advisors Inc | 8,477 | $41.1 萬 | 0.08% | −392−4.4% | 減碼 |
| M&R Capital Management Inc | 8,495 | $41.1 萬 | 0.09% | +1,145+15.6% | 加碼 |
| MCF Advisors LLC | 8,497 | $41.2 萬 | 0.04% | +8,497 | 新進 |
| PSI Advisors, LLC | 8,520 | $41.3 萬 | 0.17% | −199−2.3% | 減碼 |
| Piscataqua Savings Bank | 8,543 | $41.4 萬 | 0.29% | −298−3.4% | 減碼 |
| Schulhoff & Co Inc | 8,588 | $41.6 萬 | 0.18% | +20.0% | 加碼 |
| Iron Horse Wealth Management, LLC | 8,595 | $41.7 萬 | 0.23% | −59−0.7% | 減碼 |
| Penserra Capital Management LLC | 8,651 | $41.9 萬 | 0.01% | −2,397−21.7% | 減碼 |
| Pacific Global Investment Management CO | 8,652 | $41.9 萬 | 0.08% | +1,255+17.0% | 加碼 |
| Formidable Asset Management, LLC | 8,660 | $42.0 萬 | 0.08% | −484−5.3% | 減碼 |
| Bailard, Inc. | 8,709 | $42.2 萬 | 0.01% | +279+3.3% | 加碼 |
| Warther Private Wealth, LLC | 8,677 | $42.3 萬 | 0.28% | +8,677 | 新進 |
| Monticello Wealth Management, LLC | 8,779 | $42.6 萬 | 0.04% | +8+0.1% | 加碼 |
| West Wealth Group, LLC | 8,823 | $42.7 萬 | 0.17% | −184−2.0% | 減碼 |
| Arbor Investment Advisors, LLC | 8,834 | $42.8 萬 | 0.08% | −18−0.2% | 減碼 |
| River Wealth Advisors LLC | 8,830 | $42.8 萬 | 0.07% | +7+0.1% | 加碼 |
| Agate Pass Investment Management, LLC | 8,844 | $42.9 萬 | 0.27% | −210−2.3% | 減碼 |
| Royal Fund Management, LLC | 8,885 | $43.0 萬 | 0.06% | +31+0.4% | 加碼 |
| Verus Capital Partners, LLC | 9,622 | $43.0 萬 | 0.07% | +9,622 | 新進 |
| Spectrum Management Group, LLC | 8,885 | $43.1 萬 | 0.07% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 9,973 | $43.1 萬 | 0.04% | +1,849+22.8% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,977 | $43.5 萬 | 0.10% | −416−4.4% | 減碼 |
| Nexus Investment Management ULC | 9,000 | $43.6 萬 | 0.05% | −470−5.0% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 8,999 | $43.6 萬 | 0.03% | −381−4.1% | 減碼 |
| OneAscent Financial Services LLC | 8,998 | $43.6 萬 | 0.31% | +253+2.9% | 加碼 |
| Enterprise Financial Services Corp | 9,013 | $43.7 萬 | 0.07% | +317+3.6% | 加碼 |
| Cim Investment Mangement Inc | 9,069 | $43.9 萬 | 0.15% | −11−0.1% | 減碼 |
| First PREMIER Bank | 9,069 | $43.9 萬 | 0.12% | 00.0% | 不變 |
| Summit Financial, LLC | 9,076 | $44.0 萬 | 0.03% | +1,995+28.2% | 加碼 |
| Contravisory Investment Management, Inc. | 9,110 | $44.1 萬 | 0.13% | −1,779−16.3% | 減碼 |
| Kore Private Wealth LLC | 9,090 | $44.1 萬 | 0.06% | +43+0.5% | 加碼 |
| IFG Advisory, LLC | 9,158 | $44.3 萬 | 0.04% | −328−3.5% | 減碼 |
| Trust Co of Vermont | 9,142 | $44.3 萬 | 0.03% | +165+1.8% | 加碼 |
| Colonial Trust Advisors | 9,159 | $44.4 萬 | 0.05% | −289−3.1% | 減碼 |
| CX Institutional | 9,233 | $44.7 萬 | 0.04% | +909+10.9% | 加碼 |
| Heritage Investors Management Corp | 9,235 | $44.8 萬 | 0.02% | −215−2.3% | 減碼 |
| Heron Financial Group, LLC | 9,258 | $44.9 萬 | 0.23% | +10+0.1% | 加碼 |
| Martingale Asset Management L P | 9,257 | $44.9 萬 | 0.01% | +3,174+52.2% | 加碼 |
| S.A. Mason LLC | 9,306 | $45.1 萬 | 0.28% | 00.0% | 不變 |
| Cowa, LLC | 9,300 | $45.1 萬 | 0.22% | 00.0% | 不變 |
| Doliver Advisors, LP | 9,309 | $45.1 萬 | 0.14% | +3,650+64.5% | 加碼 |
| Texas Capital Bancshares Inc | 9,377 | $45.4 萬 | 0.27% | −166−1.7% | 減碼 |
| Bank of the West | 9,399 | $45.5 萬 | 0.05% | −115−1.2% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 9,381 | $45.5 萬 | 0.29% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 9,443 | $45.8 萬 | 0.16% | −37−0.4% | 減碼 |
| Worth Venture Partners, LLC | 9,459 | $45.8 萬 | 0.21% | 00.0% | 不變 |
| WealthShield Partners, LLC | 9,481 | $45.9 萬 | 0.07% | −1,238−11.5% | 減碼 |
| Autumn Glory Partners, LLC | 9,500 | $46.0 萬 | 0.27% | 00.0% | 不變 |
| Dixon Hubard Feinour & Brown Inc | 9,500 | $46.0 萬 | 0.05% | +38+0.4% | 加碼 |
| Lenox Wealth Advisors, LLC | 9,456 | $46.1 萬 | 0.06% | +9,138+2,873.6% | 加碼 |
| Exeter Financial, LLC | 9,528 | $46.2 萬 | 0.25% | +28+0.3% | 加碼 |
| Ipswich Investment Management Co., Inc. | 9,565 | $46.4 萬 | 0.12% | −2,000−17.3% | 減碼 |
| Prentiss Smith & Co Inc | 9,566 | $46.4 萬 | 0.28% | −1,435−13.0% | 減碼 |
| Axiom Financial Strategies, LLC | 10,746 | $46.5 萬 | 0.23% | −1,640−13.2% | 減碼 |
| Hartford Financial Management Inc. | 9,595 | $46.5 萬 | 0.11% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 9,630 | $46.7 萬 | 0.04% | +1,895+24.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 9,648 | $46.8 萬 | 0.03% | +1,025+11.9% | 加碼 |
| Astrantus Ltd | 9,700 | $47.0 萬 | 0.79% | +9,700 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 9,766 | $47.3 萬 | 0.00% | −657,747−98.5% | 減碼 |
| Bray Capital Advisors | 9,760 | $47.3 萬 | 0.12% | +40.0% | 加碼 |
| Graypoint LLC | 9,758 | $47.3 萬 | 0.05% | +5,177+113.0% | 加碼 |
| Royal Capital Wealth Management, LLC | 9,796 | $47.5 萬 | 0.46% | +10+0.1% | 加碼 |
| HighTower Trust Services, LTA | 9,849 | $47.7 萬 | 0.05% | −11,374−53.6% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 10,798 | $47.7 萬 | 0.02% | −4,308−28.5% | 減碼 |
| First Dallas Securities Inc. | 9,850 | $47.7 萬 | 0.27% | +2,150+27.9% | 加碼 |
| Lyell Wealth Management, LP | 9,853 | $47.7 萬 | 0.06% | +9,853 | 新進 |
| Fairview Capital Investment Management, LLC | 9,871 | $47.8 萬 | 0.03% | −912−8.5% | 減碼 |
| All Terrain Financial Advisors, LLC | 9,890 | $47.9 萬 | 0.22% | 00.0% | 不變 |
| Platform Technology Partners | 9,898 | $48.0 萬 | 0.23% | −112−1.1% | 減碼 |
| Zuckerman Investment Group, LLC | 9,968 | $48.3 萬 | 0.08% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 10,026 | $48.5 萬 | 0.18% | −722−6.7% | 減碼 |
| Advisors Management Group Inc | 10,014 | $48.5 萬 | 0.16% | −138−1.4% | 減碼 |
| Lipe & Dalton | 10,000 | $48.5 萬 | 0.24% | +1,300+14.9% | 加碼 |
| Monetta Financial Services Inc | 10,000 | $48.5 萬 | 0.40% | +10,000 | 新進 |
| Donaldson Capital Management, LLC | 10,029 | $48.6 萬 | 0.02% | −2,348−19.0% | 減碼 |
| Atwood & Palmer Inc | 10,028 | $48.6 萬 | 0.04% | −679−6.3% | 減碼 |
| Parsons Capital Management Inc | 10,020 | $48.6 萬 | 0.04% | 00.0% | 不變 |
| Lauterbach Financial Advisors, LLC | 10,058 | $48.7 萬 | 0.44% | −539−5.1% | 減碼 |
| First Farmers & Merchants Bank / Trust | 10,157 | $49.2 萬 | 0.52% | −300−2.9% | 減碼 |
| Punch & Associates Investment Management, Inc. | 10,160 | $49.2 萬 | 0.03% | 00.0% | 不變 |
| Parametrica Management Ltd | 10,163 | $49.2 萬 | 0.36% | +10,163 | 新進 |