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 |
|---|---|---|---|---|---|
| Lakeview Capital Partners, LLC | 6,120 | $29.7 萬 | 0.15% | −1,803−22.8% | 減碼 |
| Cherry Creek Investment Advisors, Inc. | 6,124 | $29.7 萬 | 0.20% | +20+0.3% | 加碼 |
| NuWave Investment Management, LLC | 6,133 | $29.7 萬 | 0.40% | +1,099+21.8% | 加碼 |
| Delphia (USA) Inc. | 6,137 | $29.7 萬 | 0.22% | +6,137 | 新進 |
| Riverbridge Partners LLC | 6,100 | $29.6 萬 | 0.00% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 6,106 | $29.6 萬 | 0.04% | +6,106 | 新進 |
| Moloney Securities Asset Management, LLC | 6,068 | $29.4 萬 | 0.06% | −936−13.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 6,070 | $29.4 萬 | 0.05% | −221−3.5% | 減碼 |
| Kesler, Norman & Wride, LLC | 6,064 | $29.4 萬 | 0.07% | +8+0.1% | 加碼 |
| SeaBridge Investment Advisors LLC | 6,045 | $29.3 萬 | 0.09% | −12,795−67.9% | 減碼 |
| Adviser Investments LLC | 6,020 | $29.2 萬 | 0.02% | −1,851−23.5% | 減碼 |
| Davis R M Inc | 6,018 | $29.2 萬 | 0.01% | +6,018 | 新進 |
| Bernardo Wealth Planning LLC | 6,027 | $29.2 萬 | 0.15% | +6,027 | 新進 |
| David R. Rahn & Associates Inc. | 6,660 | $29.1 萬 | 0.11% | −27−0.4% | 減碼 |
| Josh Arnold Investment Consultant, LLC | 6,000 | $29.1 萬 | 0.28% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 5,986 | $29.0 萬 | 0.05% | −2,964−33.1% | 減碼 |
| Park National Corp | 5,953 | $28.8 萬 | 0.01% | −1,155−16.2% | 減碼 |
| Ambassador Advisors, LLC | 5,932 | $28.7 萬 | 0.06% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 5,889 | $28.5 萬 | 0.07% | −30,515−83.8% | 減碼 |
| LFA - Lugano Financial Advisors SA | 5,852 | $28.5 萬 | 0.19% | 00.0% | 不變 |
| Syverson Strege & Co | 5,879 | $28.5 萬 | 0.31% | +2,122+56.5% | 加碼 |
| Barrett Asset Management, LLC | 5,873 | $28.4 萬 | 0.01% | +39+0.7% | 加碼 |
| Powers Advisory Group, LLC | 5,845 | $28.3 萬 | 0.20% | −491−7.7% | 減碼 |
| Boston Trust Walden Corp | 5,809 | $28.2 萬 | 0.00% | −3,400−36.9% | 減碼 |
| Glassman Wealth Services | 5,809 | $28.2 萬 | 0.05% | +547+10.4% | 加碼 |
| Windsor Capital Management, LLC | 5,800 | $28.1 萬 | 0.09% | −330−5.4% | 減碼 |
| Patten & Patten Inc | 5,689 | $27.6 萬 | 0.02% | 00.0% | 不變 |
| McDaniel Terry & Co | 5,690 | $27.6 萬 | 0.03% | +5,690 | 新進 |
| Sutton Wealth Advisors Inc. | 5,681 | $27.5 萬 | 0.09% | +8+0.1% | 加碼 |
| Laraway Financial Inc | 5,670 | $27.5 萬 | 0.25% | −1,000−15.0% | 減碼 |
| First National Bank of Hutchinson | 5,668 | $27.5 萬 | 0.16% | 00.0% | 不變 |
| Monterey Private Wealth, Inc. | 5,482 | $27.5 萬 | 0.13% | +5,482 | 新進 |
| Detalus Advisors, LLC | 5,643 | $27.3 萬 | 0.14% | +43+0.8% | 加碼 |
| SRS Capital Advisors, Inc. | 5,641 | $27.3 萬 | 0.04% | +2,420+75.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,636 | $27.3 萬 | 0.01% | +5,636 | 新進 |
| Curated Wealth Partners LLC | 5,640 | $27.2 萬 | 0.09% | 00.0% | 不變 |
| First Command Financial Services, Inc. | 5,612 | $27.2 萬 | 0.04% | −31−0.5% | 減碼 |
| First Command Bank | 5,612 | $27.2 萬 | 0.04% | +2,166+62.9% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 5,590 | $27.1 萬 | 0.04% | 00.0% | 不變 |
| Howe & Rusling Inc | 5,551 | $26.9 萬 | 0.03% | −2,705−32.8% | 減碼 |
| Vise Technologies, Inc. | 5,549 | $26.9 萬 | 0.10% | +5,549 | 新進 |
| Whalerock Point Partners, LLC | 5,540 | $26.8 萬 | 0.10% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 5,504 | $26.7 萬 | 0.04% | −622−10.2% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 5,500 | $26.7 萬 | 0.02% | 00.0% | 不變 |
| Matrix Private Capital Group LLC | 5,505 | $26.7 萬 | 0.13% | +84+1.5% | 加碼 |
| Verity & Verity, LLC | 5,510 | $26.7 萬 | 0.04% | +5,510 | 新進 |
| Summit Global Investments | 5,481 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Hobart Private Capital, LLC | 5,481 | $26.6 萬 | 0.10% | 00.0% | 不變 |
| Atlas Brown,Inc. | 5,438 | $26.4 萬 | 0.11% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 5,424 | $26.3 萬 | 0.07% | +596+12.3% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 5,416 | $26.2 萬 | 0.12% | −725−11.8% | 減碼 |
| Pecaut & Co. | 5,400 | $26.2 萬 | 0.13% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 5,399 | $26.2 萬 | 0.16% | +17+0.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 5,395 | $26.1 萬 | 0.03% | +1,000+22.8% | 加碼 |
| Aua Capital Management, LLC | 5,382 | $26.1 萬 | 0.14% | +1,200+28.7% | 加碼 |
| Advisory Alpha, LLC | 5,380 | $26.1 萬 | 0.02% | +5,380 | 新進 |
| West Oak Capital, LLC | 5,350 | $25.9 萬 | 0.12% | −150−2.7% | 減碼 |
| Astoria Portfolio Advisors LLC. | 5,342 | $25.9 萬 | 0.20% | +5,342 | 新進 |
| Nations Financial Group Inc, | 5,330 | $25.8 萬 | 0.03% | −191−3.5% | 減碼 |
| Old West Investment Management, LLC | 5,306 | $25.7 萬 | 0.14% | −5,304−50.0% | 減碼 |
| First Pacific Financial | 5,297 | $25.7 萬 | 0.13% | −1,650−23.8% | 減碼 |
| Denali Advisors LLC | 5,300 | $25.7 萬 | 0.10% | −700−11.7% | 減碼 |
| Greenspring Advisors, LLC | 5,305 | $25.7 萬 | 0.07% | −316−5.6% | 減碼 |
| Hills Bank & Trust Co | 5,309 | $25.7 萬 | 0.04% | −25−0.5% | 減碼 |
| Constitution Capital LLC | 5,300 | $25.7 萬 | 0.14% | 00.0% | 不變 |
| Private Capital Management LLC | 5,294 | $25.7 萬 | 0.08% | +239+4.7% | 加碼 |
| MUFG Securities EMEA plc | 5,274 | $25.6 萬 | 0.01% | −4,090−43.7% | 減碼 |
| Octavia Wealth Advisors, LLC | 5,249 | $25.4 萬 | 0.06% | −99−1.9% | 減碼 |
| Gratus Capital LLC | 5,242 | $25.4 萬 | 0.02% | 00.0% | 不變 |
| Coastline Trust Co | 5,221 | $25.3 萬 | 0.03% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 5,194 | $25.2 萬 | 0.10% | +5,194 | 新進 |
| Weaver Consulting Group | 5,173 | $25.1 萬 | 0.12% | −140−2.6% | 減碼 |
| Bill Few Associates, Inc. | 5,175 | $25.1 萬 | 0.14% | +500+10.7% | 加碼 |
| HBW Advisory Services LLC | 5,161 | $25.0 萬 | 0.09% | −632−10.9% | 減碼 |
| Capital Asset Advisory Services LLC | 5,169 | $25.0 萬 | 0.03% | −74−1.4% | 減碼 |
| Boston Family Office LLC | 5,157 | $25.0 萬 | 0.02% | 00.0% | 不變 |
| Newman Dignan & Sheerar, Inc. | 5,141 | $25.0 萬 | 0.08% | +10.0% | 加碼 |
| Fort Pitt Capital Group, LLC | 5,146 | $24.9 萬 | 0.01% | −39−0.8% | 減碼 |
| Willis Johnson & Associates, Inc. | 5,136 | $24.9 萬 | 0.03% | +5,136 | 新進 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,122 | $24.8 萬 | 0.06% | +5,122 | 新進 |
| Aspireon Wealth Advisors | 5,118 | $24.8 萬 | 0.09% | +10.0% | 加碼 |
| Tranquilli Financial Advisor LLC | 5,123 | $24.8 萬 | 0.18% | +76+1.5% | 加碼 |
| Merit Financial Group, LLC | 5,126 | $24.8 萬 | 0.02% | +5,126 | 新進 |
| Hohimer Wealth Management, LLC | 5,121 | $24.8 萬 | 0.05% | +5,121 | 新進 |
| Charter Trust Co | 5,108 | $24.7 萬 | 0.02% | −502−8.9% | 減碼 |
| CTC Capital Management, LLC | 5,100 | $24.7 萬 | 0.66% | +5,100 | 新進 |
| Burt Wealth Advisors | 5,070 | $24.6 萬 | 0.07% | 00.0% | 不變 |
| Buttonwood Financial Advisors Inc. | 5,078 | $24.6 萬 | 0.22% | +357+7.6% | 加碼 |
| Defender Capital, LLC. | 5,074 | $24.6 萬 | 0.09% | +5,074 | 新進 |
| UMA Financial Services, Inc. | 5,353 | $24.6 萬 | 0.07% | +5,353 | 新進 |
| Northcape Wealth Management, LLC | 5,084 | $24.6 萬 | 0.07% | +5,084 | 新進 |
| Carolinas Wealth Consulting LLC | 5,050 | $24.5 萬 | 0.05% | +1,158+29.8% | 加碼 |
| Magnus Financial Group LLC | 5,047 | $24.5 萬 | 0.04% | +5,047 | 新進 |
| World Equity Group, Inc. | 5,030 | $24.4 萬 | 0.05% | +5,030 | 新進 |
| Middleton & Co Inc | 5,005 | $24.3 萬 | 0.03% | 00.0% | 不變 |
| Rock Creek Group, LP | 5,009 | $24.3 萬 | 0.03% | +2,011+67.1% | 加碼 |
| Quattro Financial Advisors LLC | 5,000 | $24.2 萬 | 0.08% | −5,000−50.0% | 減碼 |
| Hayek Kallen Investment Management | 4,985 | $24.2 萬 | 0.09% | −550−9.9% | 減碼 |
| Puzo Michael J | 5,000 | $24.2 萬 | 0.07% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 5,005 | $24.2 萬 | 0.01% | +400+8.7% | 加碼 |