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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 34,302 | $166.2 萬 | 0.08% | +7,881+29.8% | 加碼 |
| Tradition Wealth Management, LLC | 34,183 | $165.6 萬 | 0.21% | +2,627+8.3% | 加碼 |
| SkyView Investment Advisors, LLC | 34,969 | $164.7 萬 | 0.39% | +5,081+17.0% | 加碼 |
| Schechter Investment Advisors, LLC | 33,848 | $164.0 萬 | 0.15% | +1,683+5.2% | 加碼 |
| Rothschild Investment Corp | 33,649 | $163.1 萬 | 0.13% | +676+2.1% | 加碼 |
| Assenagon Asset Management S.A. | 33,606 | $162.9 萬 | 0.01% | −905−2.6% | 減碼 |
| Lee Financial Co | 33,262 | $161.2 萬 | 0.29% | +85+0.3% | 加碼 |
| Voya Financial Advisors, Inc. | 32,151 | $161.1 萬 | 0.18% | +7,548+30.7% | 加碼 |
| Founders Financial Securities LLC | 33,174 | $160.8 萬 | 0.28% | −568−1.7% | 減碼 |
| LMCG Investments, LLC | 33,063 | $160.2 萬 | 0.09% | +33,063 | 新進 |
| Peterson Financial Group, Inc. | 33,022 | $160.0 萬 | 1.33% | +1,243+3.9% | 加碼 |
| Fund Management at Engine No. 1 LLC | 32,893 | $159.4 萬 | 0.40% | +32,893 | 新進 |
| Connective Portfolio Management, LLC | 32,175 | $158.4 萬 | 3.49% | +15,000+87.3% | 加碼 |
| Signaturefd, LLC | 32,664 | $158.3 萬 | 0.05% | +127+0.4% | 加碼 |
| Banque Cantonale Vaudoise | 32,650 | $158.3 萬 | 0.07% | +1,600+5.2% | 加碼 |
| Duff & Phelps Investment Management Co | 32,640 | $158.2 萬 | 0.02% | −2,000−5.8% | 減碼 |
| Intrinsic Value Partners, LLC | 32,649 | $158.2 萬 | 1.68% | −490−1.5% | 減碼 |
| Grimes & Company, Inc. | 32,582 | $157.9 萬 | 0.08% | 00.0% | 不變 |
| Oldfather Financial Services, LLC | 34,887 | $157.6 萬 | 0.86% | 00.0% | 不變 |
| Roberts Wealth Advisors, LLC | 32,324 | $157.5 萬 | 0.62% | +239+0.7% | 加碼 |
| AlphaStar Capital Management, LLC | 32,411 | $157.1 萬 | 0.13% | +2,171+7.2% | 加碼 |
| Quantinno Capital Management LP | 32,418 | $157.1 萬 | 0.24% | +6,890+27.0% | 加碼 |
| Enlightenment Research, LLC | 32,300 | $156.5 萬 | 2.08% | +32,300 | 新進 |
| Sterneck Capital Management, LLC | 32,233 | $156.2 萬 | 0.94% | −153−0.5% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $156.0 萬 | 0.51% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 32,199 | $156.0 萬 | 0.05% | +738+2.3% | 加碼 |
| Erste Asset Management GmbH | 31,037 | $155.5 萬 | 0.03% | +8,614+38.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 32,078 | $155.5 萬 | 0.18% | +3,135+10.8% | 加碼 |
| Sentry Investment Management LLC | 32,064 | $155.4 萬 | 0.49% | +17,575+121.3% | 加碼 |
| AF Advisors, Inc. | 32,040 | $155.3 萬 | 1.04% | −3,000−8.6% | 減碼 |
| Koss-Olinger Consulting, LLC | 31,967 | $154.9 萬 | 0.25% | +50+0.2% | 加碼 |
| Reynolds Investment Management, Inc. | 31,786 | $154.0 萬 | 0.45% | +31,786 | 新進 |
| San Luis Wealth Advisors LLC | 31,923 | $153.2 萬 | 0.75% | +31,923 | 新進 |
| Thomasville National Bank | 31,356 | $151.9 萬 | 0.15% | −55−0.2% | 減碼 |
| Venture Visionary Partners LLC | 31,302 | $151.6 萬 | 0.10% | +285+0.9% | 加碼 |
| Parallel Advisors, LLC | 30,019 | $150.4 萬 | 0.06% | −271−0.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 31,017 | $150.3 萬 | 0.05% | −624−2.0% | 減碼 |
| Pathstone Family Office, LLC | 28,304 | $150.3 萬 | 0.04% | +2,545+9.9% | 加碼 |
| Park Avenue Securities LLC | 30,995 | $150.2 萬 | 0.03% | +6,679+27.5% | 加碼 |
| Cunning Capital Partners, LP | 31,000 | $150.2 萬 | 1.03% | +31,000 | 新進 |
| Occudo Quantitative Strategies LP | 30,890 | $149.7 萬 | 0.13% | +30,890 | 新進 |
| Scott & Selber, Inc. | 30,741 | $149.0 萬 | 0.57% | −369−1.2% | 減碼 |
| Palisade Asset Management, LLC | 30,701 | $148.8 萬 | 0.17% | −200−0.6% | 減碼 |
| Coldstream Capital Management Inc | 30,640 | $148.5 萬 | 0.05% | −3,226−9.5% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $147.3 萬 | 0.09% | −200−0.7% | 減碼 |
| Aspiriant, LLC | 30,326 | $147.1 萬 | 0.08% | +4,768+18.7% | 加碼 |
| Meridian Investment Counsel Inc. | 30,283 | $146.8 萬 | 0.51% | −232−0.8% | 減碼 |
| Mystic Asset Management, Inc. | 30,297 | $146.8 萬 | 0.79% | +400+1.3% | 加碼 |
| Hoylecohen, LLC | 30,037 | $145.6 萬 | 0.12% | −523−1.7% | 減碼 |
| Shelton Wealth Management, LLC | 29,939 | $145.1 萬 | 1.14% | +1,628+5.8% | 加碼 |
| Stonegate Investment Group, LLC | 29,875 | $144.8 萬 | 0.05% | +45+0.2% | 加碼 |
| Peak Asset Management, LLC | 29,849 | $144.6 萬 | 0.34% | +592+2.0% | 加碼 |
| Citadel Investment Advisory, Inc. | 29,807 | $144.4 萬 | 0.84% | −409−1.4% | 減碼 |
| Bank Hapoalim BM | 29,744 | $144.1 萬 | 0.15% | −2,434−7.6% | 減碼 |
| Oarsman Capital, Inc. | 29,703 | $143.9 萬 | 0.56% | −2,593−8.0% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 29,506 | $143.0 萬 | 0.06% | −2,747−8.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 29,466 | $142.8 萬 | 0.10% | −4,126−12.3% | 減碼 |
| Bartlett & Co. LLC | 29,251 | $141.8 萬 | 0.02% | −563−1.9% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 29,251 | $141.8 萬 | 0.02% | −563−1.9% | 減碼 |
| Monarch Capital Management Inc | 29,161 | $141.3 萬 | 0.37% | +990+3.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 28,988 | $140.5 萬 | 0.01% | +71+0.2% | 加碼 |
| Wright Investors Service Inc | 28,904 | $140.1 萬 | 0.35% | +1,785+6.6% | 加碼 |
| Latitude Advisors, LLC | 28,858 | $139.8 萬 | 0.31% | +13,985+94.0% | 加碼 |
| Redwood Investment Management, LLC | 28,626 | $138.7 萬 | 0.21% | +230+0.8% | 加碼 |
| Gilbert & Cook, Inc. | 28,532 | $138.3 萬 | 0.22% | −844−2.9% | 減碼 |
| Choate Investment Advisors | 28,529 | $138.2 萬 | 0.07% | −570−2.0% | 減碼 |
| Engineers Gate Manager LP | 28,414 | $137.7 萬 | 0.05% | −27,285−49.0% | 減碼 |
| Marks Group Wealth Management, Inc | 28,415 | $137.7 萬 | 0.17% | +5,022+21.5% | 加碼 |
| Leavell Investment Management, Inc. | 28,367 | $137.5 萬 | 0.09% | −1,120−3.8% | 減碼 |
| American National Registered Investment Advisor, Inc. | 28,172 | $136.5 萬 | 0.49% | +3,071+12.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 28,131 | $136.4 萬 | 0.03% | +7,115+33.9% | 加碼 |
| Valley National Advisers Inc | 28,104 | $136.2 萬 | 0.26% | −387−1.4% | 減碼 |
| Caxton Associates LP | 27,961 | $135.5 萬 | 0.13% | +27,961 | 新進 |
| Washington Trust Co | 27,934 | $135.4 萬 | 0.05% | +17+0.1% | 加碼 |
| Narwhal Capital Management | 27,893 | $135.2 萬 | 0.16% | +7,426+36.3% | 加碼 |
| 1st Source Bank | 27,817 | $134.8 萬 | 0.08% | +323+1.2% | 加碼 |
| First Citizens Bank & Trust Co | 27,801 | $134.7 萬 | 0.05% | −1,112−3.8% | 減碼 |
| First Financial Bank - Trust Division | 27,740 | $134.5 萬 | 0.14% | +212+0.8% | 加碼 |
| Palladium Partners LLC | 27,618 | $133.8 萬 | 0.06% | −756−2.7% | 減碼 |
| Michael B. Yongue | 27,574 | $133.6 萬 | 0.97% | 00.0% | 不變 |
| Eos Management, L.P. | 27,500 | $133.3 萬 | 0.79% | −20,500−42.7% | 減碼 |
| Alpha DNA Investment Management LLC | 27,491 | $133.1 萬 | 0.95% | +27,491 | 新進 |
| Ironwood Investment Counsel, LLC | 27,459 | $133.0 萬 | 0.33% | +27+0.1% | 加碼 |
| Carnegie Capital Asset Management, LLC | 27,350 | $132.5 萬 | 0.05% | −1,900−6.5% | 減碼 |
| Hancock Whitney Corp | 27,323 | $132.5 萬 | 0.05% | −126−0.5% | 減碼 |
| ARGI Investment Services, LLC | 27,341 | $132.5 萬 | 0.04% | +12,070+79.0% | 加碼 |
| Marco Investment Management LLC | 27,298 | $132.3 萬 | 0.13% | −2,500−8.4% | 減碼 |
| Gamble Jones Investment Counsel | 27,191 | $131.8 萬 | 0.08% | +76+0.3% | 加碼 |
| Northside Capital Management, LLC | 27,127 | $131.5 萬 | 0.35% | 00.0% | 不變 |
| Pflug Koory, LLC | 27,096 | $131.3 萬 | 0.66% | −522−1.9% | 減碼 |
| Vista Investment Management | 26,841 | $130.1 萬 | 0.71% | +207+0.8% | 加碼 |
| Brookstone Capital Management | 26,381 | $130.1 萬 | 0.03% | +10,550+66.6% | 加碼 |
| Silvant Capital Management LLC | 26,815 | $130.0 萬 | 0.25% | +22,292+492.9% | 加碼 |
| qPULA Trading Management LP | 26,776 | $129.8 萬 | 1.74% | +26,776 | 新進 |
| Holderness Investments Co | 26,600 | $128.9 萬 | 0.43% | −80.0% | 減碼 |
| Mather Group, LLC. | 26,266 | $127.3 萬 | 0.03% | +21,630+466.6% | 加碼 |
| Trust Co | 26,036 | $126.2 萬 | 0.25% | +7,463+40.2% | 加碼 |
| Ritholtz Wealth Management | 26,015 | $126.1 萬 | 0.09% | +1,042+4.2% | 加碼 |
| Wrapmanager Inc | 25,982 | $125.9 萬 | 0.34% | +1,333+5.4% | 加碼 |
| Excalibur Management Corp | 25,941 | $125.7 萬 | 0.54% | −2,159−7.7% | 減碼 |