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 |
|---|---|---|---|---|---|
| Bremer Bank National Association | 20,990 | $101.7 萬 | 0.17% | −80−0.4% | 減碼 |
| First National Trust Co | 20,785 | $100.7 萬 | 0.05% | −891−4.1% | 減碼 |
| Sendero Wealth Management, LLC | 20,770 | $100.6 萬 | 0.46% | −2,343−10.1% | 減碼 |
| AdvisorNet Financial, Inc | 20,759 | $100.6 萬 | 0.06% | +5,298+34.3% | 加碼 |
| Jones Financial Companies LLLP | 20,732 | $100.5 萬 | 0.00% | −1,979−8.7% | 減碼 |
| Csenge Advisory Group | 20,711 | $100.4 萬 | 0.08% | +1,472+7.7% | 加碼 |
| Archford Capital Strategies, LLC | 20,840 | $100.3 萬 | 0.22% | +3,862+22.7% | 加碼 |
| Apella Capital, LLC | 20,680 | $100.2 萬 | 0.14% | +20,680 | 新進 |
| Investors Research Corp | 20,661 | $100.1 萬 | 0.28% | 00.0% | 不變 |
| Cambridge Trust Co | 20,620 | $99.9 萬 | 0.03% | −799−3.7% | 減碼 |
| InterOcean Capital Group, LLC | 20,544 | $99.6 萬 | 0.04% | +1,759+9.4% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 20,533 | $99.5 萬 | 0.46% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 20,445 | $99.1 萬 | 0.25% | −39,265−65.8% | 減碼 |
| Peoples Financial Services Corp. | 20,417 | $98.9 萬 | 0.43% | −1,474−6.7% | 減碼 |
| Chicago Partners Investment Group LLC | 23,348 | $98.3 萬 | 0.08% | −3,316−12.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 20,285 | $98.3 萬 | 0.04% | −244−1.2% | 減碼 |
| LS Investment Advisors, LLC | 20,213 | $98.0 萬 | 0.16% | 00.0% | 不變 |
| Simmons Bank | 20,022 | $97.0 萬 | 0.07% | −200−1.0% | 減碼 |
| N.E.W. Advisory Services LLC | 24,814 | $96.9 萬 | 0.18% | +2,415+10.8% | 加碼 |
| Harbor Advisors LLC | 20,000 | $96.9 萬 | 0.20% | 00.0% | 不變 |
| Coury Firm Asset Management LLC | 20,000 | $96.9 萬 | 0.84% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 19,977 | $96.8 萬 | 0.08% | −61,943−75.6% | 減碼 |
| Tower Bridge Advisors | 19,950 | $96.7 萬 | 0.06% | −800−3.9% | 減碼 |
| Q3 Asset Management | 19,995 | $96.6 萬 | 0.44% | +19,995 | 新進 |
| Fortem Financial Group, LLC | 19,805 | $96.0 萬 | 0.42% | +8,342+72.8% | 加碼 |
| Legacy Financial Group LLC | 19,767 | $95.8 萬 | 0.28% | – | – |
| Farmers & Merchants Trust Co of Long Beach | 19,745 | $95.7 萬 | 0.25% | +263+1.3% | 加碼 |
| First Capital Advisors Group, LLC. | 19,733 | $95.6 萬 | 0.63% | −2,766−12.3% | 減碼 |
| Miracle Mile Advisors, LLC | 19,693 | $95.4 萬 | 0.04% | +10,055+104.3% | 加碼 |
| First Bank & Trust | 19,562 | $94.8 萬 | 0.29% | +572+3.0% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 19,542 | $94.7 萬 | 0.70% | 00.0% | 不變 |
| Quilter Plc | 19,496 | $94.4 萬 | 0.03% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 19,401 | $94.0 萬 | 0.50% | 00.0% | 不變 |
| Fulton Bank, N.A. | 19,370 | $93.9 萬 | 0.04% | +229+1.2% | 加碼 |
| Argent Advisors, Inc. | 19,304 | $93.5 萬 | 0.50% | +23+0.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 19,200 | $93.0 萬 | 0.31% | +38+0.2% | 加碼 |
| Glynn Capital Management LLC | 19,165 | $92.9 萬 | 0.12% | 00.0% | 不變 |
| Triad Investment Management | 19,036 | $92.2 萬 | 0.87% | 00.0% | 不變 |
| Tobam | 19,023 | $92.2 萬 | 0.05% | +6,700+54.4% | 加碼 |
| Prio Wealth Limited Partnership | 19,006 | $92.1 萬 | 0.03% | −282−1.5% | 減碼 |
| Castle Rock Wealth Management, LLC | 19,136 | $92.0 萬 | 0.42% | +10.0% | 加碼 |
| Vident Investment Advisory, LLC | 18,949 | $91.7 萬 | 0.02% | +2,115+12.6% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 18,933 | $91.7 萬 | 0.14% | +18,933 | 新進 |
| Essex Financial Services, Inc. | 18,862 | $91.4 萬 | 0.09% | +1,130+6.4% | 加碼 |
| Frontier Wealth Management LLC | 18,843 | $91.2 萬 | 0.01% | −7,118−27.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 18,804 | $91.1 萬 | 0.10% | −5,617−23.0% | 減碼 |
| Foresight Wealth Management, LLC | 18,771 | $91.0 萬 | 0.37% | +10.0% | 加碼 |
| Icapital Wealth LLC | 19,000 | $90.7 萬 | 0.37% | −110,627−85.3% | 減碼 |
| YorkBridge Wealth Partners, LLC | 18,688 | $90.6 萬 | 0.20% | +2,751+17.3% | 加碼 |
| Glenview Trust Co | 18,680 | $90.5 萬 | 0.03% | +3,944+26.8% | 加碼 |
| Accredited Investors Inc. | 18,610 | $90.2 萬 | 0.08% | −2,494−11.8% | 減碼 |
| Logan Capital Management Inc | 18,597 | $90.1 萬 | 0.04% | +178+1.0% | 加碼 |
| Principle Wealth Partners LLC | 18,580 | $90.0 萬 | 0.09% | −890−4.6% | 減碼 |
| GHP Investment Advisors, Inc. | 18,561 | $89.9 萬 | 0.06% | +317+1.7% | 加碼 |
| Vista Wealth Management Group, LLC | 18,450 | $89.4 萬 | 0.13% | +1,880+11.3% | 加碼 |
| C2C Wealth Management, LLC | 18,247 | $89.0 萬 | 0.15% | −544−2.9% | 減碼 |
| First Horizon Advisors, Inc. | 18,289 | $88.6 萬 | 0.05% | −8,706−32.3% | 減碼 |
| Proficio Capital Partners LLC | 18,137 | $87.9 萬 | 0.13% | +8,140+81.4% | 加碼 |
| Regents of the University of California | 18,106 | $87.7 萬 | 0.13% | 00.0% | 不變 |
| Quadrature Capital Ltd | 18,076 | $87.6 萬 | 0.04% | +18,076 | 新進 |
| Central Trust Co | 18,028 | $87.4 萬 | 0.03% | +2,130+13.4% | 加碼 |
| QVR LLC | 18,042 | $87.4 萬 | 3.49% | +18,042 | 新進 |
| Barbara Oil Co. | 18,000 | $87.2 萬 | 0.40% | 00.0% | 不變 |
| Argus Investors' Counsel, Inc. | 17,963 | $87.0 萬 | 0.56% | +17,963 | 新進 |
| Convergence Investment Partners, LLC | 17,910 | $86.8 萬 | 0.45% | +459+2.6% | 加碼 |
| Swarthmore Group Inc | 17,841 | $86.5 萬 | 0.22% | −2,476−12.2% | 減碼 |
| Douglass Winthrop Advisors, LLC | 17,839 | $86.4 萬 | 0.02% | 00.0% | 不變 |
| Summit Financial Group Inc | 17,785 | $86.2 萬 | 0.29% | 00.0% | 不變 |
| Paloma Partners Management Co | 17,734 | $86.0 萬 | 0.07% | −55,190−75.7% | 減碼 |
| Novare Capital Management LLC | 17,750 | $86.0 萬 | 0.09% | +11,955+206.3% | 加碼 |
| TrimTabs Asset Management, LLC | 17,716 | $85.9 萬 | 0.29% | +17,716 | 新進 |
| Manchester Capital Management LLC | 17,690 | $85.7 萬 | 0.12% | +453+2.6% | 加碼 |
| Bristlecone Advisors, LLC | 17,689 | $85.7 萬 | 0.11% | +1,261+7.7% | 加碼 |
| Rathbone Brothers plc | 17,570 | $85.1 萬 | 0.01% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 17,561 | $85.1 萬 | 0.22% | 00.0% | 不變 |
| Traverso Chambers Private Wealth Management, LLC | 17,545 | $85.0 萬 | 0.25% | +211+1.2% | 加碼 |
| Northeast Investment Management | 17,523 | $84.9 萬 | 0.04% | +2,738+18.5% | 加碼 |
| Heartland Bank & Trust Co | 17,455 | $84.6 萬 | 0.64% | −4,185−19.3% | 減碼 |
| Legacy Capital Partners, Inc. | 17,390 | $84.3 萬 | 0.28% | +100+0.6% | 加碼 |
| Parsec Financial Management, Inc. | 17,361 | $84.1 萬 | 0.04% | +1,952+12.7% | 加碼 |
| Ballentine Partners, LLC | 17,297 | $83.8 萬 | 0.03% | +3,211+22.8% | 加碼 |
| Koshinski Asset Management, Inc. | 17,281 | $83.7 萬 | 0.07% | −871−4.8% | 減碼 |
| LWM Advisory Services, LLC | 17,202 | $83.4 萬 | 1.04% | −384−2.2% | 減碼 |
| XML Financial, LLC | 17,219 | $83.4 萬 | 0.10% | +70+0.4% | 加碼 |
| Chicago Capital, LLC | 17,169 | $83.2 萬 | 0.04% | −375−2.1% | 減碼 |
| M Holdings Securities, Inc. | 17,098 | $82.9 萬 | 0.06% | +17,098 | 新進 |
| Richwood Investment Advisors, LLC | 17,095 | $82.8 萬 | 0.74% | −100−0.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 17,075 | $82.7 萬 | 0.06% | +3,430+25.1% | 加碼 |
| Abbrea Capital, LLC | 17,011 | $82.4 萬 | 0.12% | +460+2.8% | 加碼 |
| Lantz Financial LLC | 17,007 | $82.4 萬 | 0.34% | +560+3.4% | 加碼 |
| CenterStar Asset Management, LLC | – | $82.3 萬 | 0.57% | – | – |
| IPG Investment Advisors LLC | 16,993 | $82.3 萬 | 0.16% | −2,958−14.8% | 減碼 |
| RMB Capital Management, LLC | 16,976 | $82.3 萬 | 0.03% | −600−3.4% | 減碼 |
| Cladis Investment Advisory, LLC | 16,768 | $81.3 萬 | 0.66% | −900−5.1% | 減碼 |
| Mutual Advisors, LLC | 16,759 | $81.2 萬 | 0.05% | −1,781−9.6% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 16,740 | $81.1 萬 | 0.11% | −920−5.2% | 減碼 |
| Hutner Capital Management Inc | 16,739 | $81.1 萬 | 0.46% | 00.0% | 不變 |
| Valtinson Bruner Financial Planning LLC | 17,490 | $81.1 萬 | 0.46% | +12,304+237.3% | 加碼 |
| GM Advisory Group, Inc. | 16,705 | $81.0 萬 | 0.10% | +46+0.3% | 加碼 |
| Cascade Investment Advisors, Inc. | 16,700 | $80.9 萬 | 0.49% | +16,400+5,466.7% | 加碼 |