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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 91,202 | $442.0 萬 | 0.01% | +74,350+441.2% | 加碼 |
| Independent Advisor Alliance | 91,122 | $441.6 萬 | 0.21% | +35,388+63.5% | 加碼 |
| Kingsview Wealth Management, LLC | 91,126 | $441.6 萬 | 0.19% | +9,973+12.3% | 加碼 |
| Cohen Klingenstein LLC | 90,900 | $440.5 萬 | 0.18% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 90,177 | $437.0 萬 | 1.11% | +447+0.5% | 加碼 |
| Bizma Investimentos Ltda | 100,000 | $436.3 萬 | 2.84% | 00.0% | 不變 |
| Concentric Wealth Management, LLC | 89,921 | $435.8 萬 | 1.26% | −940−1.0% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 89,873 | $435.5 萬 | 0.04% | +89,873 | 新進 |
| Cerity Partners LLC | 89,809 | $435.2 萬 | 0.07% | +84,031+1,454.3% | 加碼 |
| NBW Capital LLC | 89,353 | $433.0 萬 | 1.03% | +89,353 | 新進 |
| DuPont Capital Management Corp | 88,929 | $430.9 萬 | 0.17% | +58,328+190.6% | 加碼 |
| Jupiter Wealth Management LLC | 88,487 | $428.8 萬 | 2.68% | 00.0% | 不變 |
| Gifford Fong Associates | 88,052 | $426.7 萬 | 0.78% | 00.0% | 不變 |
| Sigma Planning Corp | 87,243 | $422.8 萬 | 0.13% | +5,810+7.1% | 加碼 |
| RFG Advisory, LLC | 86,959 | $421.4 萬 | 0.27% | +588+0.7% | 加碼 |
| Twin Capital Management Inc | 86,867 | $421.0 萬 | 0.45% | +17,633+25.5% | 加碼 |
| Level Four Advisory Services, LLC | 86,725 | $420.3 萬 | 0.33% | +3,042+3.6% | 加碼 |
| Woodward Diversified Capital, LLC | 86,568 | $419.5 萬 | 2.74% | −656−0.8% | 減碼 |
| Unison Asset Management LLC | 86,552 | $419.4 萬 | 3.60% | 00.0% | 不變 |
| Wesleyan Assurance Society | 86,500 | $419.2 萬 | 0.51% | 00.0% | 不變 |
| Regions Financial Corp | 85,332 | $413.5 萬 | 0.03% | +12,168+16.6% | 加碼 |
| Goelzer Investment Management, Inc. | 85,180 | $412.8 萬 | 0.36% | −7,683−8.3% | 減碼 |
| Peregrine Asset Advisers, Inc. | 84,640 | $410.2 萬 | 2.10% | −322−0.4% | 減碼 |
| Peapack Gladstone Financial Corp | 84,283 | $408.6 萬 | 0.08% | −23,563−21.8% | 減碼 |
| Brown Brothers Harriman & Co | 84,008 | $407.1 萬 | 0.03% | +114+0.1% | 加碼 |
| Pinnacle Bancorp, Inc. | 83,462 | $404.5 萬 | 1.40% | +258+0.3% | 加碼 |
| American Portfolios Advisors | 82,852 | $401.5 萬 | 0.14% | +1,248+1.5% | 加碼 |
| Cornercap Investment Counsel Inc | 82,772 | $401.1 萬 | 0.45% | +9,686+13.3% | 加碼 |
| KCM Investment Advisors LLC | 81,879 | $396.8 萬 | 0.15% | −4,792−5.5% | 減碼 |
| Bouvel Investment Partners, LLC | 81,573 | $395.3 萬 | 2.41% | +2,956+3.8% | 加碼 |
| Weik Capital Management | 81,533 | $395.1 萬 | 1.56% | −250−0.3% | 減碼 |
| McGinn Investment Management, Inc. | 81,089 | $393.0 萬 | 2.63% | −775−0.9% | 減碼 |
| AlphaCrest Capital Management LLC | 80,924 | $392.2 萬 | 0.22% | −87,985−52.1% | 減碼 |
| Ieq Capital, LLC | 80,947 | $392.2 萬 | 0.09% | +3,881+5.0% | 加碼 |
| Bradley Foster & Sargent Inc | 80,883 | $392.0 萬 | 0.08% | +2,595+3.3% | 加碼 |
| DCM Advisors, LLC | 79,963 | $387.6 萬 | 1.37% | +5,027+6.7% | 加碼 |
| Morgan Jess S & Co Inc | 79,543 | $385.5 萬 | 2.80% | −6,680−7.7% | 減碼 |
| Corient Capital Partners, LLC | 78,871 | $382.2 萬 | 0.25% | +2,931+3.9% | 加碼 |
| Empirical Finance, LLC | 78,147 | $378.7 萬 | 0.42% | +7,869+11.2% | 加碼 |
| Welch & Forbes LLC | 78,135 | $378.6 萬 | 0.06% | +2,251+3.0% | 加碼 |
| Transcend Wealth Collective, LLC | 77,797 | $377.0 萬 | 0.34% | +665+0.9% | 加碼 |
| Investment Management of Virginia LLC | 77,752 | $376.8 萬 | 0.66% | +759+1.0% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 77,621 | $376.2 萬 | 0.25% | 00.0% | 不變 |
| Bessemer Group Inc | 77,490 | $375.5 萬 | 0.01% | +17,153+28.4% | 加碼 |
| S&CO Inc | 77,124 | $373.7 萬 | 0.26% | −2,400−3.0% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $373.1 萬 | 0.50% | 00.0% | 不變 |
| Aaron Wealth Advisors | 180,465 | $372.4 萬 | 0.08% | +180,465 | 新進 |
| Checchi Capital Advisers, LLC | 76,708 | $371.7 萬 | 0.38% | −38,974−33.7% | 減碼 |
| Capital Fund Management S.A. | 76,543 | $370.9 萬 | 0.10% | −310,540−80.2% | 減碼 |
| National Asset Management, Inc. | 76,744 | $369.4 萬 | 0.12% | +6,342+9.0% | 加碼 |
| Hendershot Investments Inc. | 75,497 | $365.9 萬 | 0.56% | −3,339−4.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 75,103 | $363.9 萬 | 0.06% | +75,103 | 新進 |
| Altshuler Shaham Ltd | 75,000 | $363.5 萬 | 0.03% | −4,881,089−98.5% | 減碼 |
| Tegean Capital Management, LLC | 75,000 | $363.5 萬 | 3.81% | −25,000−25.0% | 減碼 |
| Paradigm Asset Management Co LLC | 74,952 | $363.2 萬 | 0.96% | 00.0% | 不變 |
| Bluefin Capital Management, LLC | 74,820 | $362.6 萬 | 0.63% | −129,080−63.3% | 減碼 |
| Connectus Wealth, LLC | 75,433 | $362.3 萬 | 0.11% | −5,338−6.6% | 減碼 |
| Ingalls & Snyder LLC | 74,098 | $359.1 萬 | 0.16% | −1,787−2.4% | 減碼 |
| Moody National Bank Trust Division | 73,655 | $356.9 萬 | 0.11% | −3,564−4.6% | 減碼 |
| Davenport & Co LLC | 73,461 | $356.0 萬 | 0.02% | −2,874−3.8% | 減碼 |
| Prospera Financial Services Inc | 72,321 | $350.5 萬 | 0.15% | +1,785+2.5% | 加碼 |
| Granite Investment Partners, LLC | 72,175 | $349.8 萬 | 0.12% | −1,235−1.7% | 減碼 |
| Culbertson A N & Co Inc | 71,670 | $347.3 萬 | 0.65% | +11,475+19.1% | 加碼 |
| Alerus Financial NA | 71,475 | $346.4 萬 | 0.30% | +332+0.5% | 加碼 |
| Mission Wealth Management, LP | 71,461 | $346.3 萬 | 0.16% | −565−0.8% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 71,323 | $345.6 萬 | 1.63% | +68,876+2,814.7% | 加碼 |
| Gotham Asset Management, LLC | 71,134 | $344.7 萬 | 0.11% | +40,844+134.8% | 加碼 |
| Symmetry Partners, LLC | 70,916 | $343.7 萬 | 0.22% | −10,261−12.6% | 減碼 |
| AIA Group Ltd | 69,863 | $338.6 萬 | 0.15% | −11,024−13.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 69,834 | $338.4 萬 | 0.17% | +1,025+1.5% | 加碼 |
| Intact Investment Management Inc. | 69,800 | $338.3 萬 | 0.09% | +69,800 | 新進 |
| Karpas Strategies, LLC | 69,574 | $337.2 萬 | 1.06% | +178+0.3% | 加碼 |
| Cornerstone Wealth Group, LLC | 69,534 | $337.0 萬 | 0.62% | +69,534 | 新進 |
| Kanawha Capital Management LLC | 69,314 | $335.9 萬 | 0.30% | −625−0.9% | 減碼 |
| Synovus Financial Corp | 68,896 | $334.1 萬 | 0.04% | −2,422−3.4% | 減碼 |
| Capital Markets Trading UK LLP | 68,865 | $333.7 萬 | 3.11% | +68,865 | 新進 |
| Cigna Investments Inc | 68,800 | $333.5 萬 | 0.41% | −21,969−24.2% | 減碼 |
| Affinity Investment Advisors, LLC | 68,539 | $332.1 萬 | 1.36% | −1,173−1.7% | 減碼 |
| Argent Trust Co | 67,944 | $329.3 萬 | 0.20% | −621−0.9% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 67,905 | $329.1 萬 | 0.04% | +5,600+9.0% | 加碼 |
| Cetera Advisors LLC | 67,859 | $328.8 萬 | 0.07% | +7,995+13.4% | 加碼 |
| Cove Street Capital, LLC | 67,800 | $328.6 萬 | 0.58% | −3,100−4.4% | 減碼 |
| Metis Global Partners, LLC | 66,717 | $323.3 萬 | 0.39% | +26,807+67.2% | 加碼 |
| Two Sigma Securities, LLC | 66,155 | $320.6 萬 | 0.45% | +39,287+146.2% | 加碼 |
| Veritable, L.P. | 66,026 | $320.0 萬 | 0.05% | −3,061−4.4% | 減碼 |
| Patton Fund Management, Inc. | 65,637 | $318.1 萬 | 0.87% | +36,406+124.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 65,528 | $317.5 萬 | 0.12% | −422−0.6% | 減碼 |
| Hennessy Advisors Inc | 65,500 | $317.4 萬 | 0.17% | −4,500−6.4% | 減碼 |
| Private Asset Management Inc | 65,113 | $315.5 萬 | 0.43% | −5,981−8.4% | 減碼 |
| Lowe Brockenbrough & Co Inc | 64,841 | $314.2 萬 | 0.23% | 00.0% | 不變 |
| Strategic Wealth Advisors Group, LLC | 61,581 | $313.9 萬 | 0.12% | +22,701+58.4% | 加碼 |
| MAI Capital Management | 64,756 | $313.8 萬 | 0.05% | −1,288−2.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 64,762 | $313.8 萬 | 0.12% | +41,688+180.7% | 加碼 |
| Factorial Partners, LLC | 64,600 | $313.1 萬 | 2.15% | −29,300−31.2% | 減碼 |
| Clearstead Advisors, LLC | 64,537 | $312.7 萬 | 0.21% | +3,977+6.6% | 加碼 |
| Parcion Private Wealth LLC | 64,922 | $311.7 萬 | 0.29% | −3,387−5.0% | 減碼 |
| Wesbanco Bank Inc | 64,244 | $311.3 萬 | 0.12% | −3,889−5.7% | 減碼 |
| Citizens Business Bank | 64,036 | $310.3 萬 | 0.37% | −6,714−9.5% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 63,742 | $308.9 萬 | 0.69% | +2,185+3.5% | 加碼 |
| Huntington National Bank | 63,412 | $307.3 萬 | 0.03% | +66+0.1% | 加碼 |