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 |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 12,447 | $60.3 萬 | 0.38% | −834−6.3% | 減碼 |
| Hanseatic Management Services Inc | 12,471 | $60.4 萬 | 1.04% | +503+4.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 12,484 | $60.5 萬 | 0.15% | −102−0.8% | 減碼 |
| DMG Group, LLC | 13,118 | $60.8 萬 | 0.68% | −982−7.0% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 12,569 | $60.9 萬 | 0.14% | −236−1.8% | 減碼 |
| Waldron Private Wealth LLC | 12,572 | $60.9 萬 | 0.03% | +1,810+16.8% | 加碼 |
| Johnson Investment Counsel Inc | 12,597 | $61.0 萬 | 0.01% | +1,053+9.1% | 加碼 |
| Purus Wealth Management, LLC | 12,610 | $61.1 萬 | 0.42% | +60+0.5% | 加碼 |
| AXS Investments LLC | 12,599 | $61.1 萬 | 0.24% | +2,694+27.2% | 加碼 |
| BKD Wealth Advisors, LLC | 12,621 | $61.2 萬 | 0.03% | +2,871+29.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 12,738 | $61.7 萬 | 0.03% | +12,738 | 新進 |
| Lakeside Advisors, INC. | 12,758 | $61.8 萬 | 0.47% | −150−1.2% | 減碼 |
| Family Legacy, Inc. | 12,800 | $62.0 萬 | 0.26% | 00.0% | 不變 |
| Equitable Trust Co | 12,815 | $62.1 萬 | 0.04% | +3,680+40.3% | 加碼 |
| Ascent Group, LLC | 12,931 | $62.7 萬 | 0.07% | +157+1.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 12,941 | $62.7 萬 | 0.06% | +163+1.3% | 加碼 |
| Proequities, Inc. | 13,046 | $63.2 萬 | 0.05% | −7,906−37.7% | 減碼 |
| Well Done, LLC | 13,065 | $63.3 萬 | 0.13% | 00.0% | 不變 |
| Gagnon Securities LLC | 13,056 | $63.3 萬 | 0.10% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 13,063 | $63.3 萬 | 0.53% | +1,560+13.6% | 加碼 |
| Blueprint Investment Partners LLC | 13,071 | $63.3 萬 | 0.16% | +1,747+15.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 13,075 | $63.3 萬 | 0.27% | +4,001+44.1% | 加碼 |
| V Wealth Advisors LLC | 13,138 | $63.6 萬 | 0.10% | +7,838+147.9% | 加碼 |
| Weatherly Asset Management L. P. | 13,172 | $63.8 萬 | 0.07% | −200−1.5% | 減碼 |
| Welch Group, LLC | 13,190 | $63.9 萬 | 0.04% | +781+6.3% | 加碼 |
| Beach Investment Counsel Inc | 13,239 | $64.2 萬 | 0.07% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 13,244 | $64.2 萬 | 0.36% | +5,996+82.7% | 加碼 |
| Bridgefront Capital, LLC | 13,244 | $64.2 萬 | 0.79% | +7,527+131.7% | 加碼 |
| Madison Wealth Management | 13,281 | $64.3 萬 | 0.14% | +69+0.5% | 加碼 |
| Knuff & Co LLC | 13,304 | $64.5 萬 | 0.23% | −6,696−33.5% | 減碼 |
| Gryphon Financial Partners LLC | 13,306 | $64.5 萬 | 0.13% | −497−3.6% | 減碼 |
| Journey Strategic Wealth LLC | 13,320 | $64.6 萬 | 0.07% | −859−6.1% | 減碼 |
| Axxcess Wealth Management, LLC | 13,396 | $64.9 萬 | 0.05% | +5,813+76.7% | 加碼 |
| Guardian Wealth Management, Inc. | 13,432 | $65.1 萬 | 0.65% | −89−0.7% | 減碼 |
| Sheets Smith Wealth Management | 13,470 | $65.3 萬 | 0.09% | −393−2.8% | 減碼 |
| Providence Wealth Advisors, LLC | 13,418 | $65.4 萬 | 0.42% | +450+3.5% | 加碼 |
| Corundum Group, Inc. | 13,520 | $65.5 萬 | 0.61% | +13,520 | 新進 |
| RGT Wealth Advisors, LLC | 13,577 | $65.8 萬 | 0.10% | +32+0.2% | 加碼 |
| Simplex Trading, LLC | 13,618 | $65.9 萬 | 0.02% | −392,056−96.6% | 減碼 |
| Fulcrum Asset Management LLP | – | $65.9 萬 | 0.19% | – | – |
| Monument Capital Management | 13,599 | $65.9 萬 | 0.21% | −1,022−7.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 13,623 | $66.0 萬 | 0.00% | −262,967−95.1% | 減碼 |
| Financial Advisory Corp | 13,613 | $66.0 萬 | 0.35% | −1,977−12.7% | 減碼 |
| Sawtooth Solutions, LLC | 13,658 | $66.2 萬 | 0.08% | −14,420−51.4% | 減碼 |
| Carson Advisory Inc. | 13,725 | $66.5 萬 | 0.66% | −2,387−14.8% | 減碼 |
| AIMZ Investment Advisors, LLC | 13,729 | $66.5 萬 | 0.27% | −783−5.4% | 減碼 |
| Front Street Capital Management, Inc. | 13,772 | $66.7 萬 | 0.12% | −49−0.4% | 減碼 |
| Chilton Capital Management LLC | 13,810 | $66.9 萬 | 0.04% | −193−1.4% | 減碼 |
| JFS Wealth Advisors, LLC | 13,802 | $66.9 萬 | 0.06% | +154+1.1% | 加碼 |
| West Bancorporation Inc | 13,847 | $67.1 萬 | 0.42% | +9,914+252.1% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 13,875 | $67.2 萬 | 0.61% | +350+2.6% | 加碼 |
| South State Corp. | 13,894 | $67.3 萬 | 0.05% | −3,677−20.9% | 減碼 |
| Osterweis Capital Management Inc | 13,896 | $67.3 萬 | 0.04% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 13,903 | $67.4 萬 | 0.35% | −18,360−56.9% | 減碼 |
| Webster Bank, N. A. | 13,913 | $67.4 萬 | 0.08% | 00.0% | 不變 |
| Walled Lake Planning & Wealth Management, LLC | 13,907 | $67.4 萬 | 0.40% | +243+1.8% | 加碼 |
| Shakespeare Wealth Management, Inc. | 13,924 | $67.5 萬 | 0.24% | +215+1.6% | 加碼 |
| Fort Sheridan Advisors LLC | 13,945 | $67.6 萬 | 0.20% | +950+7.3% | 加碼 |
| Chicago Trust Co NA | 13,973 | $67.7 萬 | 0.15% | +883+6.7% | 加碼 |
| Fisher Asset Management, LLC | 13,981 | $67.8 萬 | 0.00% | −3,910−21.9% | 減碼 |
| Essex Savings Bank | 14,030 | $67.9 萬 | 0.22% | −3,561−20.2% | 減碼 |
| FineMark National Bank & Trust | 14,019 | $67.9 萬 | 0.03% | +272+2.0% | 加碼 |
| Pure Financial Advisors, Inc. | 14,041 | $68.0 萬 | 0.03% | +362+2.6% | 加碼 |
| Altfest L J & Co Inc | 14,068 | $68.2 萬 | 0.12% | −1,958−12.2% | 減碼 |
| Ibex Wealth Advisors | 14,071 | $68.2 萬 | 0.13% | +14,071 | 新進 |
| Titleist Asset Management, Ltd. | 14,098 | $68.3 萬 | 0.14% | +415+3.0% | 加碼 |
| Sunflower Bank, N.A. | 14,117 | $68.4 萬 | 0.09% | −277−1.9% | 減碼 |
| HBK Sorce Advisory LLC | 14,144 | $68.5 萬 | 0.04% | −277−1.9% | 減碼 |
| Heritage Wealth Management, LLC | 14,132 | $68.5 萬 | 0.19% | +14,132 | 新進 |
| Stokes Family Office, LLC | 14,163 | $68.6 萬 | 0.09% | +266+1.9% | 加碼 |
| Woodmont Investment Counsel LLC | 14,177 | $68.7 萬 | 0.08% | −746−5.0% | 減碼 |
| Triumph Capital Management | 14,204 | $68.8 萬 | 0.30% | −6,361−30.9% | 減碼 |
| Kovack Advisors, Inc. | 14,213 | $68.8 萬 | 0.07% | −1,839−11.5% | 減碼 |
| Northwest Wealth Management, LLC | 14,245 | $69.0 萬 | 0.34% | +438+3.2% | 加碼 |
| MV Capital Management, Inc. | 14,244 | $69.0 萬 | 0.10% | +583+4.3% | 加碼 |
| Eqis Capital Management, Inc. | 14,261 | $69.1 萬 | 0.06% | −30,195−67.9% | 減碼 |
| Econ Financial Services Corp | 14,287 | $69.2 萬 | 0.51% | −3,446−19.4% | 減碼 |
| Cardiff Park Advisors, LLC | 14,273 | $69.2 萬 | 0.10% | −162−1.1% | 減碼 |
| GoalVest Advisory LLC | 14,294 | $69.3 萬 | 0.39% | +14,294 | 新進 |
| Quadrant Private Wealth Management, LLC | 14,313 | $69.4 萬 | 0.26% | +1,174+8.9% | 加碼 |
| Gradient Investments LLC | 14,343 | $69.5 萬 | 0.02% | −1,728−10.8% | 減碼 |
| Sittner & Nelson, LLC | 14,342 | $69.5 萬 | 0.40% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 14,364 | $69.6 萬 | 0.03% | −20,269−58.5% | 減碼 |
| LexAurum Advisors, LLC | 14,368 | $69.6 萬 | 0.23% | +8+0.1% | 加碼 |
| StoneX Group Inc. | 14,537 | $70.4 萬 | 0.06% | +301+2.1% | 加碼 |
| FinTrust Capital Advisors, LLC | 14,563 | $70.6 萬 | 0.16% | +9,748+202.5% | 加碼 |
| OneAscent Wealth Management LLC | 14,607 | $70.8 萬 | 0.35% | +14,607 | 新進 |
| Canandaigua National Corp | 14,673 | $71.1 萬 | 0.11% | +1,548+11.8% | 加碼 |
| Personal Capital Advisors Corp | 14,697 | $71.2 萬 | 0.00% | −2,433−14.2% | 減碼 |
| Baldwin Brothers Inc | 14,700 | $71.2 萬 | 0.08% | +5,000+51.5% | 加碼 |
| Warren Averett Asset Management, LLC | 14,711 | $71.3 萬 | 0.06% | −131−0.9% | 減碼 |
| Summit Trail Advisors, LLC | 14,715 | $71.3 萬 | 0.06% | +7,638+107.9% | 加碼 |
| CSS LLC | 14,730 | $71.4 萬 | 0.03% | −30,000−67.1% | 減碼 |
| Keystone Financial Services | 16,253 | $71.4 萬 | 0.41% | −86−0.5% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 14,735 | $71.4 萬 | 0.03% | +14,735 | 新進 |
| International Assets Investment Management, LLC | 14,800 | $71.7 萬 | 0.13% | +786+5.6% | 加碼 |
| Kathleen S. Wright Associates Inc. | 14,817 | $71.8 萬 | 0.52% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 17,279 | $72.2 萬 | 0.09% | +1,503+9.5% | 加碼 |
| RSM US Wealth Management LLC | 14,918 | $72.3 萬 | 0.04% | −6,895−31.6% | 減碼 |
| Icon Wealth Partners, LLC | 14,923 | $72.3 萬 | 0.07% | +8,882+147.0% | 加碼 |