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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| Security National Bank of So Dak | 11,073 | $53.7 萬 | 0.37% | +4,121+59.3% | 加碼 |
| Leisure Capital Management | 11,038 | $53.5 萬 | 0.27% | 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 |
| Terry L. Blaker | 11,000 | $53.3 萬 | 0.04% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 10,969 | $53.2 萬 | 0.11% | +2,265+26.0% | 加碼 |
| Zacks Investment Management | 10,921 | $52.9 萬 | 0.01% | −6,813−38.4% | 減碼 |
| 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 |
| BlueCrest Capital Management Ltd | 10,880 | $52.7 萬 | 0.04% | +10,880 | 新進 |
| Stephenson National Bank & Trust | 10,834 | $52.5 萬 | 0.31% | 00.0% | 不變 |
| 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 |
| 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 |
| Foundations Investment Advisors, LLC | 11,251 | $52.1 萬 | 0.02% | +1,622+16.8% | 加碼 |
| Grove Bank & Trust | 10,689 | $51.8 萬 | 0.10% | +305+2.9% | 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 |
| Cannell Peter B & Co Inc | 10,650 | $51.6 萬 | 0.02% | +350+3.4% | 加碼 |
| Hikari Tsushin, Inc. | 10,631 | $51.5 萬 | 0.05% | 00.0% | 不變 |
| 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 |
| 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 |
| 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 |
| Sippican Capital Advisors | 10,506 | $50.9 萬 | 0.42% | −60−0.6% | 減碼 |
| Financial Advisory Service, Inc. | 10,465 | $50.7 萬 | 0.05% | −344−3.2% | 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 |
| Ssi Investment Management LLC | 10,367 | $50.3 萬 | 0.03% | −120−1.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,363 | $50.2 萬 | 0.12% | −10,479−50.3% | 減碼 |
| Waddell & Associates, LLC | 10,339 | $50.1 萬 | 0.08% | −4,300−29.4% | 減碼 |
| Kovitz Investment Group Partners, LLC | 10,303 | $49.9 萬 | 0.01% | −43,346−80.8% | 減碼 |
| Anchor Investment Management, LLC | 10,282 | $49.8 萬 | 0.06% | −283−2.7% | 減碼 |
| Leonteq Securities AG | 10,239 | $49.6 萬 | 0.02% | −136,270−93.0% | 減碼 |
| Bordeaux Wealth Advisors LLC | 10,226 | $49.6 萬 | 0.27% | +2,273+28.6% | 加碼 |
| Vicus Capital | 10,218 | $49.5 萬 | 0.05% | −280−2.7% | 減碼 |
| Aspen Investment Management Inc | 10,191 | $49.4 萬 | 0.26% | −438−4.1% | 減碼 |
| First Farmers & Merchants Bank / Trust | 10,157 | $49.2 萬 | 0.52% | −300−2.9% | 減碼 |
| Punch & Associates Investment Management, Inc. | 10,160 | $49.2 萬 | 0.03% | 00.0% | 不變 |
| Parametrica Management Ltd | 10,163 | $49.2 萬 | 0.36% | +10,163 | 新進 |
| Lauterbach Financial Advisors, LLC | 10,058 | $48.7 萬 | 0.44% | −539−5.1% | 減碼 |
| Donaldson Capital Management, LLC | 10,029 | $48.6 萬 | 0.02% | −2,348−19.0% | 減碼 |
| Atwood & Palmer Inc | 10,028 | $48.6 萬 | 0.04% | −679−6.3% | 減碼 |
| Parsons Capital Management Inc | 10,020 | $48.6 萬 | 0.04% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 10,026 | $48.5 萬 | 0.18% | −722−6.7% | 減碼 |
| Advisors Management Group Inc | 10,014 | $48.5 萬 | 0.16% | −138−1.4% | 減碼 |
| Lipe & Dalton | 10,000 | $48.5 萬 | 0.24% | +1,300+14.9% | 加碼 |
| Monetta Financial Services Inc | 10,000 | $48.5 萬 | 0.40% | +10,000 | 新進 |
| Zuckerman Investment Group, LLC | 9,968 | $48.3 萬 | 0.08% | 00.0% | 不變 |
| Platform Technology Partners | 9,898 | $48.0 萬 | 0.23% | −112−1.1% | 減碼 |
| All Terrain Financial Advisors, LLC | 9,890 | $47.9 萬 | 0.22% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 9,871 | $47.8 萬 | 0.03% | −912−8.5% | 減碼 |
| HighTower Trust Services, LTA | 9,849 | $47.7 萬 | 0.05% | −11,374−53.6% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 10,798 | $47.7 萬 | 0.02% | −4,308−28.5% | 減碼 |
| First Dallas Securities Inc. | 9,850 | $47.7 萬 | 0.27% | +2,150+27.9% | 加碼 |
| Lyell Wealth Management, LP | 9,853 | $47.7 萬 | 0.06% | +9,853 | 新進 |
| Royal Capital Wealth Management, LLC | 9,796 | $47.5 萬 | 0.46% | +10+0.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 9,766 | $47.3 萬 | 0.00% | −657,747−98.5% | 減碼 |
| Bray Capital Advisors | 9,760 | $47.3 萬 | 0.12% | +40.0% | 加碼 |
| Graypoint LLC | 9,758 | $47.3 萬 | 0.05% | +5,177+113.0% | 加碼 |
| Astrantus Ltd | 9,700 | $47.0 萬 | 0.79% | +9,700 | 新進 |
| Wealthcare Advisory Partners LLC | 9,648 | $46.8 萬 | 0.03% | +1,025+11.9% | 加碼 |
| Zions Bancorporation, N.A. | 9,630 | $46.7 萬 | 0.04% | +1,895+24.5% | 加碼 |
| Axiom Financial Strategies, LLC | 10,746 | $46.5 萬 | 0.23% | −1,640−13.2% | 減碼 |
| Hartford Financial Management Inc. | 9,595 | $46.5 萬 | 0.11% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 9,565 | $46.4 萬 | 0.12% | −2,000−17.3% | 減碼 |
| Prentiss Smith & Co Inc | 9,566 | $46.4 萬 | 0.28% | −1,435−13.0% | 減碼 |
| Exeter Financial, LLC | 9,528 | $46.2 萬 | 0.25% | +28+0.3% | 加碼 |
| Lenox Wealth Advisors, LLC | 9,456 | $46.1 萬 | 0.06% | +9,138+2,873.6% | 加碼 |
| Autumn Glory Partners, LLC | 9,500 | $46.0 萬 | 0.27% | 00.0% | 不變 |
| Dixon Hubard Feinour & Brown Inc | 9,500 | $46.0 萬 | 0.05% | +38+0.4% | 加碼 |
| WealthShield Partners, LLC | 9,481 | $45.9 萬 | 0.07% | −1,238−11.5% | 減碼 |
| Regatta Capital Group, LLC | 9,443 | $45.8 萬 | 0.16% | −37−0.4% | 減碼 |
| Worth Venture Partners, LLC | 9,459 | $45.8 萬 | 0.21% | 00.0% | 不變 |
| Bank of the West | 9,399 | $45.5 萬 | 0.05% | −115−1.2% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 9,381 | $45.5 萬 | 0.29% | 00.0% | 不變 |
| Texas Capital Bancshares Inc | 9,377 | $45.4 萬 | 0.27% | −166−1.7% | 減碼 |
| S.A. Mason LLC | 9,306 | $45.1 萬 | 0.28% | 00.0% | 不變 |
| Cowa, LLC | 9,300 | $45.1 萬 | 0.22% | 00.0% | 不變 |
| Doliver Advisors, LP | 9,309 | $45.1 萬 | 0.14% | +3,650+64.5% | 加碼 |
| Heron Financial Group, LLC | 9,258 | $44.9 萬 | 0.23% | +10+0.1% | 加碼 |
| Martingale Asset Management L P | 9,257 | $44.9 萬 | 0.01% | +3,174+52.2% | 加碼 |
| Heritage Investors Management Corp | 9,235 | $44.8 萬 | 0.02% | −215−2.3% | 減碼 |
| CX Institutional | 9,233 | $44.7 萬 | 0.04% | +909+10.9% | 加碼 |
| Colonial Trust Advisors | 9,159 | $44.4 萬 | 0.05% | −289−3.1% | 減碼 |
| IFG Advisory, LLC | 9,158 | $44.3 萬 | 0.04% | −328−3.5% | 減碼 |
| Trust Co of Vermont | 9,142 | $44.3 萬 | 0.03% | +165+1.8% | 加碼 |
| Contravisory Investment Management, Inc. | 9,110 | $44.1 萬 | 0.13% | −1,779−16.3% | 減碼 |
| Kore Private Wealth LLC | 9,090 | $44.1 萬 | 0.06% | +43+0.5% | 加碼 |
| Summit Financial, LLC | 9,076 | $44.0 萬 | 0.03% | +1,995+28.2% | 加碼 |
| Cim Investment Mangement Inc | 9,069 | $43.9 萬 | 0.15% | −11−0.1% | 減碼 |
| First PREMIER Bank | 9,069 | $43.9 萬 | 0.12% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 9,013 | $43.7 萬 | 0.07% | +317+3.6% | 加碼 |
| Nexus Investment Management ULC | 9,000 | $43.6 萬 | 0.05% | −470−5.0% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 8,999 | $43.6 萬 | 0.03% | −381−4.1% | 減碼 |