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 |
|---|---|---|---|---|---|
| Financial Advisory Corp | 13,613 | $66.0 萬 | 0.35% | −1,977−12.7% | 減碼 |
| 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 |
| RGT Wealth Advisors, LLC | 13,577 | $65.8 萬 | 0.10% | +32+0.2% | 加碼 |
| Corundum Group, Inc. | 13,520 | $65.5 萬 | 0.61% | +13,520 | 新進 |
| Providence Wealth Advisors, LLC | 13,418 | $65.4 萬 | 0.42% | +450+3.5% | 加碼 |
| Sheets Smith Wealth Management | 13,470 | $65.3 萬 | 0.09% | −393−2.8% | 減碼 |
| Guardian Wealth Management, Inc. | 13,432 | $65.1 萬 | 0.65% | −89−0.7% | 減碼 |
| Axxcess Wealth Management, LLC | 13,396 | $64.9 萬 | 0.05% | +5,813+76.7% | 加碼 |
| Journey Strategic Wealth LLC | 13,320 | $64.6 萬 | 0.07% | −859−6.1% | 減碼 |
| 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 |
| Madison Wealth Management | 13,281 | $64.3 萬 | 0.14% | +69+0.5% | 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 |
| Welch Group, LLC | 13,190 | $63.9 萬 | 0.04% | +781+6.3% | 加碼 |
| Weatherly Asset Management L. P. | 13,172 | $63.8 萬 | 0.07% | −200−1.5% | 減碼 |
| V Wealth Advisors LLC | 13,138 | $63.6 萬 | 0.10% | +7,838+147.9% | 加碼 |
| 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 |
| Proequities, Inc. | 13,046 | $63.2 萬 | 0.05% | −7,906−37.7% | 減碼 |
| 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 |
| Equitable Trust Co | 12,815 | $62.1 萬 | 0.04% | +3,680+40.3% | 加碼 |
| Family Legacy, Inc. | 12,800 | $62.0 萬 | 0.26% | 00.0% | 不變 |
| Lakeside Advisors, INC. | 12,758 | $61.8 萬 | 0.47% | −150−1.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 12,738 | $61.7 萬 | 0.03% | +12,738 | 新進 |
| BKD Wealth Advisors, LLC | 12,621 | $61.2 萬 | 0.03% | +2,871+29.4% | 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 |
| Johnson Investment Counsel Inc | 12,597 | $61.0 萬 | 0.01% | +1,053+9.1% | 加碼 |
| 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 |
| DMG Group, LLC | 13,118 | $60.8 萬 | 0.68% | −982−7.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 12,484 | $60.5 萬 | 0.15% | −102−0.8% | 減碼 |
| Hanseatic Management Services Inc | 12,471 | $60.4 萬 | 1.04% | +503+4.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 12,447 | $60.3 萬 | 0.38% | −834−6.3% | 減碼 |
| Continuum Advisory, LLC | 13,737 | $59.9 萬 | 0.11% | +13,737 | 新進 |
| Spectrum Asset Management, Inc. (NB/CA) | 12,334 | $59.8 萬 | 0.23% | −814−6.2% | 減碼 |
| Liberty Wealth Management LLC | 12,320 | $59.7 萬 | 0.22% | +34+0.3% | 加碼 |
| 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 |
| Iowa State Bank | 12,286 | $59.5 萬 | 0.14% | 00.0% | 不變 |
| 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 |
| Jacobi Capital Management LLC | 12,241 | $59.3 萬 | 0.07% | +1,401+12.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 12,215 | $59.2 萬 | 0.49% | +1,983+19.4% | 加碼 |
| Boston Common Asset Management, LLC | 12,190 | $59.1 萬 | 0.03% | −1,812−12.9% | 減碼 |
| Loomis Sayles & Co L P | 12,156 | $58.9 萬 | 0.00% | −7,476−38.1% | 減碼 |
| Total Investment Management Inc | 12,136 | $58.8 萬 | 0.11% | +10+0.1% | 加碼 |
| Hexagon Capital Partners LLC | 12,057 | $58.4 萬 | 0.15% | −57−0.5% | 減碼 |
| Pettyjohn, Wood & White, Inc | 12,028 | $58.3 萬 | 0.12% | +41+0.3% | 加碼 |
| Cito Capital Group, LLC | 12,000 | $58.2 萬 | 0.27% | +7,000+140.0% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,977 | $58.0 萬 | 0.16% | −13−0.1% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 11,900 | $57.7 萬 | 0.43% | 00.0% | 不變 |
| 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 |
| Aull & Monroe Investment Management Corp | 11,829 | $57.3 萬 | 0.26% | +300+2.6% | 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 |
| Hudock, Inc. | 11,743 | $56.9 萬 | 0.16% | +14+0.1% | 加碼 |
| Marietta Investment Partners LLC | 11,700 | $56.7 萬 | 0.13% | 00.0% | 不變 |
| G&S Capital LLC | 11,671 | $56.6 萬 | 0.30% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 11,667 | $56.5 萬 | 0.09% | +3,005+34.7% | 加碼 |
| Douglas Lane & Associates, LLC | 11,625 | $56.3 萬 | 0.01% | +748+6.9% | 加碼 |
| Eclectic Associates Inc | 11,602 | $56.2 萬 | 0.36% | +1,467+14.5% | 加碼 |
| State of Wyoming | 11,575 | $56.1 萬 | 0.28% | +1,863+19.2% | 加碼 |
| Surevest, LLC | 11,549 | $56.0 萬 | 0.14% | 00.0% | 不變 |
| 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 |
| 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 |
| Private Portfolio Partners LLC | 11,475 | $55.6 萬 | 0.14% | +1,203+11.7% | 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 |
| 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 |
| Basepoint Wealth LLC | 11,421 | $55.3 萬 | 0.51% | +1,009+9.7% | 加碼 |
| Wealth Alliance | 11,410 | $55.3 萬 | 0.11% | −783−6.4% | 減碼 |
| West Family Investments, Inc. | 11,391 | $55.2 萬 | 0.16% | +1,080+10.5% | 加碼 |
| 9258 Wealth Management, LLC | 11,378 | $55.1 萬 | 0.13% | −495−4.2% | 減碼 |
| Vontobel Asset Management Inc | 11,398 | $55.0 萬 | 0.00% | +137+1.2% | 加碼 |
| Aj Wealth Strategies, LLC | 11,313 | $54.8 萬 | 0.03% | +8+0.1% | 加碼 |
| BTR Capital Management Inc | 11,291 | $54.7 萬 | 0.07% | 00.0% | 不變 |
| First Nebraska Trust Co | 11,272 | $54.6 萬 | 0.06% | 00.0% | 不變 |
| 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 |
| Jacobs & Co | 11,212 | $54.3 萬 | 0.06% | +1,142+11.3% | 加碼 |
| Beaton Management Co. Inc. | 11,193 | $54.2 萬 | 0.33% | +308+2.8% | 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 |