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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 10,191 | $49.4 萬 | 0.26% | −438−4.1% | 減碼 |
| Vicus Capital | 10,218 | $49.5 萬 | 0.05% | −280−2.7% | 減碼 |
| Bordeaux Wealth Advisors LLC | 10,226 | $49.6 萬 | 0.27% | +2,273+28.6% | 加碼 |
| Leonteq Securities AG | 10,239 | $49.6 萬 | 0.02% | −136,270−93.0% | 減碼 |
| Anchor Investment Management, LLC | 10,282 | $49.8 萬 | 0.06% | −283−2.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 10,303 | $49.9 萬 | 0.01% | −43,346−80.8% | 減碼 |
| Waddell & Associates, LLC | 10,339 | $50.1 萬 | 0.08% | −4,300−29.4% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,363 | $50.2 萬 | 0.12% | −10,479−50.3% | 減碼 |
| Ssi Investment Management LLC | 10,367 | $50.3 萬 | 0.03% | −120−1.1% | 減碼 |
| Bragg Financial Advisors, Inc | 10,448 | $50.6 萬 | 0.03% | −735−6.6% | 減碼 |
| David Loasby | 10,376 | $50.6 萬 | 0.07% | −173−1.6% | 減碼 |
| Marcum Wealth, LLC | 10,437 | $50.6 萬 | 0.07% | +26+0.2% | 加碼 |
| Financial Advisory Service, Inc. | 10,465 | $50.7 萬 | 0.05% | −344−3.2% | 減碼 |
| Sippican Capital Advisors | 10,506 | $50.9 萬 | 0.42% | −60−0.6% | 減碼 |
| Tarbox Family Office, Inc. | 10,521 | $51.0 萬 | 0.10% | −5,369−33.8% | 減碼 |
| Meridian Wealth Management, LLC | 10,531 | $51.0 萬 | 0.06% | −646−5.8% | 減碼 |
| IHT Wealth Management, LLC | 10,540 | $51.1 萬 | 0.04% | −1,399−11.7% | 減碼 |
| Keystone Financial Group | 10,543 | $51.1 萬 | 0.09% | −38−0.4% | 減碼 |
| Windsor Group LTD | 10,519 | $51.3 萬 | 0.09% | +972+10.2% | 加碼 |
| Seeyond | 10,602 | $51.3 萬 | 0.05% | +6,282+145.4% | 加碼 |
| Hikari Tsushin, Inc. | 10,631 | $51.5 萬 | 0.05% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 10,650 | $51.6 萬 | 0.02% | +350+3.4% | 加碼 |
| Humankind Investments LLC | 10,672 | $51.7 萬 | 0.21% | −1,111−9.4% | 減碼 |
| HCR Wealth Advisors | 10,671 | $51.7 萬 | 0.08% | +400+3.9% | 加碼 |
| Grove Bank & Trust | 10,689 | $51.8 萬 | 0.10% | +305+2.9% | 加碼 |
| Foundations Investment Advisors, LLC | 11,251 | $52.1 萬 | 0.02% | +1,622+16.8% | 加碼 |
| VELA Investment Management, LLC | 10,782 | $52.2 萬 | 0.33% | −38−0.4% | 減碼 |
| Oxford Financial Group Ltd | 10,770 | $52.2 萬 | 0.07% | +12+0.1% | 加碼 |
| Americana Partners, LLC | 10,794 | $52.3 萬 | 0.16% | −2,156−16.6% | 減碼 |
| Annandale Capital, LLC | 10,798 | $52.3 萬 | 0.21% | +6+0.1% | 加碼 |
| Providence Capital Advisors, LLC | 10,785 | $52.3 萬 | 0.14% | +175+1.6% | 加碼 |
| Stephenson National Bank & Trust | 10,834 | $52.5 萬 | 0.31% | 00.0% | 不變 |
| BlueCrest Capital Management Ltd | 10,880 | $52.7 萬 | 0.04% | +10,880 | 新進 |
| McCarthy Asset Management, Inc. | 10,903 | $52.8 萬 | 0.37% | −176−1.6% | 減碼 |
| Plante Moran Financial Advisors, LLC | 10,904 | $52.8 萬 | 0.10% | +623+6.1% | 加碼 |
| Zacks Investment Management | 10,921 | $52.9 萬 | 0.01% | −6,813−38.4% | 減碼 |
| Biltmore Family Office, LLC | 10,969 | $53.2 萬 | 0.11% | +2,265+26.0% | 加碼 |
| Terry L. Blaker | 11,000 | $53.3 萬 | 0.04% | 00.0% | 不變 |
| X-Square Capital, LLC | 11,028 | $53.4 萬 | 0.28% | −3,106−22.0% | 減碼 |
| Pointe Capital Management LLC | 11,020 | $53.4 萬 | 0.34% | +6,709+155.6% | 加碼 |
| Leisure Capital Management | 11,038 | $53.5 萬 | 0.27% | 00.0% | 不變 |
| Security National Bank of So Dak | 11,073 | $53.7 萬 | 0.37% | +4,121+59.3% | 加碼 |
| Modera Wealth Management, LLC | 11,155 | $54.1 萬 | 0.02% | −16,584−59.8% | 減碼 |
| Intrua Financial, LLC | 11,174 | $54.1 萬 | 0.10% | +1,314+13.3% | 加碼 |
| Beaton Management Co. Inc. | 11,193 | $54.2 萬 | 0.33% | +308+2.8% | 加碼 |
| Jacobs & Co | 11,212 | $54.3 萬 | 0.06% | +1,142+11.3% | 加碼 |
| West Branch Capital LLC | 11,261 | $54.6 萬 | 0.26% | −989−8.1% | 減碼 |
| Radnor Capital Management, LLC | 11,274 | $54.6 萬 | 0.14% | 00.0% | 不變 |
| First Nebraska Trust Co | 11,272 | $54.6 萬 | 0.06% | 00.0% | 不變 |
| BTR Capital Management Inc | 11,291 | $54.7 萬 | 0.07% | 00.0% | 不變 |
| Aj Wealth Strategies, LLC | 11,313 | $54.8 萬 | 0.03% | +8+0.1% | 加碼 |
| Vontobel Asset Management Inc | 11,398 | $55.0 萬 | 0.00% | +137+1.2% | 加碼 |
| 9258 Wealth Management, LLC | 11,378 | $55.1 萬 | 0.13% | −495−4.2% | 減碼 |
| West Family Investments, Inc. | 11,391 | $55.2 萬 | 0.16% | +1,080+10.5% | 加碼 |
| Wealth Alliance | 11,410 | $55.3 萬 | 0.11% | −783−6.4% | 減碼 |
| Basepoint Wealth LLC | 11,421 | $55.3 萬 | 0.51% | +1,009+9.7% | 加碼 |
| Washington Trust Bank | 11,443 | $55.4 萬 | 0.06% | −10,045−46.7% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 11,429 | $55.4 萬 | 0.03% | 00.0% | 不變 |
| MorganRosel Wealth Management, LLC | 11,429 | $55.4 萬 | 0.27% | +81+0.7% | 加碼 |
| Childress Capital Advisors, LLC | 11,450 | $55.6 萬 | 0.19% | −607−5.0% | 減碼 |
| Global Trust Asset Management, LLC | 11,479 | $55.6 萬 | 0.23% | +10.0% | 加碼 |
| Private Portfolio Partners LLC | 11,475 | $55.6 萬 | 0.14% | +1,203+11.7% | 加碼 |
| Quantamental Technologies LLC | 11,495 | $55.7 萬 | 0.32% | +5,995+109.0% | 加碼 |
| Northeast Financial Consultants Inc | 11,491 | $55.7 萬 | 0.03% | +11,491 | 新進 |
| Claro Advisors LLC | 11,655 | $55.9 萬 | 0.20% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 11,555 | $55.9 萬 | 0.12% | 00.0% | 不變 |
| DSC Advisors, L.P. | 11,533 | $55.9 萬 | 0.45% | +7,237+168.5% | 加碼 |
| Surevest, LLC | 11,549 | $56.0 萬 | 0.14% | 00.0% | 不變 |
| State of Wyoming | 11,575 | $56.1 萬 | 0.28% | +1,863+19.2% | 加碼 |
| Eclectic Associates Inc | 11,602 | $56.2 萬 | 0.36% | +1,467+14.5% | 加碼 |
| Douglas Lane & Associates, LLC | 11,625 | $56.3 萬 | 0.01% | +748+6.9% | 加碼 |
| Institute for Wealth Management, LLC. | 11,667 | $56.5 萬 | 0.09% | +3,005+34.7% | 加碼 |
| G&S Capital LLC | 11,671 | $56.6 萬 | 0.30% | 00.0% | 不變 |
| Marietta Investment Partners LLC | 11,700 | $56.7 萬 | 0.13% | 00.0% | 不變 |
| Hudock, Inc. | 11,743 | $56.9 萬 | 0.16% | +14+0.1% | 加碼 |
| Montecito Bank & Trust | 11,795 | $57.2 萬 | 0.11% | 00.0% | 不變 |
| Edge Capital Group, LLC | 11,807 | $57.2 萬 | 0.04% | +94+0.8% | 加碼 |
| Aull & Monroe Investment Management Corp | 11,829 | $57.3 萬 | 0.26% | +300+2.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 11,846 | $57.4 萬 | 0.06% | −805−6.4% | 減碼 |
| Summit Asset Management, LLC | 11,850 | $57.4 萬 | 0.16% | 00.0% | 不變 |
| Pacifica Capital Investments, LLC | 11,835 | $57.4 萬 | 0.19% | 00.0% | 不變 |
| Pinnacle Wealth Management Group, Inc. | 11,900 | $57.7 萬 | 0.43% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 11,977 | $58.0 萬 | 0.16% | −13−0.1% | 減碼 |
| Cito Capital Group, LLC | 12,000 | $58.2 萬 | 0.27% | +7,000+140.0% | 加碼 |
| Pettyjohn, Wood & White, Inc | 12,028 | $58.3 萬 | 0.12% | +41+0.3% | 加碼 |
| Hexagon Capital Partners LLC | 12,057 | $58.4 萬 | 0.15% | −57−0.5% | 減碼 |
| Total Investment Management Inc | 12,136 | $58.8 萬 | 0.11% | +10+0.1% | 加碼 |
| Loomis Sayles & Co L P | 12,156 | $58.9 萬 | 0.00% | −7,476−38.1% | 減碼 |
| Boston Common Asset Management, LLC | 12,190 | $59.1 萬 | 0.03% | −1,812−12.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 12,215 | $59.2 萬 | 0.49% | +1,983+19.4% | 加碼 |
| Jacobi Capital Management LLC | 12,241 | $59.3 萬 | 0.07% | +1,401+12.9% | 加碼 |
| Osborne Partners Capital Management, LLC | 12,251 | $59.4 萬 | 0.04% | −609−4.7% | 減碼 |
| Perennial Investment Advisors, LLC | 12,230 | $59.4 萬 | 0.19% | −195−1.6% | 減碼 |
| Good Life Advisors, LLC | 12,263 | $59.4 萬 | 0.07% | −96−0.8% | 減碼 |
| Iowa State Bank | 12,286 | $59.5 萬 | 0.14% | 00.0% | 不變 |
| Maven Securities LTD | 12,300 | $59.6 萬 | 0.12% | +2,850+30.2% | 加碼 |
| Brandywine Oak Private Wealth LLC | 12,315 | $59.6 萬 | 0.07% | +12,315 | 新進 |
| Liberty Wealth Management LLC | 12,320 | $59.7 萬 | 0.22% | +34+0.3% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 12,334 | $59.8 萬 | 0.23% | −814−6.2% | 減碼 |
| Continuum Advisory, LLC | 13,737 | $59.9 萬 | 0.11% | +13,737 | 新進 |