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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 46,826 | $226.9 萬 | 0.03% | +2,579+5.8% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 46,663 | $226.1 萬 | 0.76% | −595−1.3% | 減碼 |
| Snowden Capital Advisors LLC | 46,431 | $225.0 萬 | 0.09% | +40,105+634.0% | 加碼 |
| Buckingham Strategic Wealth, LLC | 46,374 | $224.7 萬 | 0.04% | −70,398−60.3% | 減碼 |
| Meeder Asset Management Inc | 46,214 | $224.0 萬 | 0.11% | −54,421−54.1% | 減碼 |
| Union Heritage Capital, LLC | 45,970 | $222.8 萬 | 1.24% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 45,930 | $222.6 萬 | 0.18% | +2,047+4.7% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 45,471 | $220.4 萬 | 0.24% | +90.0% | 加碼 |
| Round Hill Asset Management | 45,372 | $219.9 萬 | 1.16% | 00.0% | 不變 |
| Pavion Blue Capital, LLC | 45,142 | $218.8 萬 | 1.28% | −374−0.8% | 減碼 |
| Mark Stevens | 44,936 | $217.8 萬 | 0.24% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 44,508 | $215.7 萬 | 0.05% | −764−1.7% | 減碼 |
| Avantax Planning Partners, Inc. | 44,357 | $215.0 萬 | 0.09% | −2,393−5.1% | 減碼 |
| Essex Investment Management Co LLC | 44,277 | $214.6 萬 | 0.27% | −5,723−11.4% | 減碼 |
| Diversified Trust Co | 44,295 | $214.6 萬 | 0.07% | +4,846+12.3% | 加碼 |
| Rocky Mountain Advisers, LLC | 44,217 | $214.3 萬 | 2.38% | −108−0.2% | 減碼 |
| Lincoln National Corp | 44,052 | $213.5 萬 | 0.04% | +2,034+4.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 43,653 | $211.5 萬 | 0.17% | +3,486+8.7% | 加碼 |
| Cypress Wealth Services, LLC | 43,417 | $210.4 萬 | 0.57% | +1,629+3.9% | 加碼 |
| Franklin Street Advisors Inc | 43,133 | $209.0 萬 | 0.17% | +628+1.5% | 加碼 |
| Exane Derivatives | 42,872 | $207.8 萬 | 0.59% | +42,872 | 新進 |
| Resources Investment Advisors, LLC. | 42,835 | $207.5 萬 | 0.08% | +2,113+5.2% | 加碼 |
| HAP Trading, LLC | 42,586 | $206.4 萬 | 0.24% | −503,638−92.2% | 減碼 |
| Moody Aldrich Partners LLC | 42,069 | $203.9 萬 | 0.29% | 00.0% | 不變 |
| Trust Asset Management LLC | 41,970 | $203.4 萬 | 0.25% | +156+0.4% | 加碼 |
| Cohen Investment Advisors LLC | 41,408 | $200.7 萬 | 1.49% | +50+0.1% | 加碼 |
| NBT Bank N A | 41,399 | $200.6 萬 | 0.27% | −890−2.1% | 減碼 |
| United Asset Strategies, Inc. | 41,348 | $200.4 萬 | 0.25% | +431+1.1% | 加碼 |
| KG&L Capital Management,LLC | 41,235 | $199.8 萬 | 0.83% | −5,126−11.1% | 減碼 |
| Conning Inc. | 40,996 | $198.7 萬 | 0.05% | −4,720−10.3% | 減碼 |
| Spire Wealth Management | 40,865 | $198.5 萬 | 0.05% | −7,624−15.7% | 減碼 |
| Fiduciary Group LLC | 46,572 | $198.3 萬 | 0.26% | −25,595−35.5% | 減碼 |
| Siemens Fonds Invest GmbH | 40,886 | $198.1 萬 | 0.16% | −42,573−51.0% | 減碼 |
| Hollow Brook Wealth Management LLC | 40,715 | $197.3 萬 | 0.88% | −209−0.5% | 減碼 |
| Triangle Securities Wealth Management | 40,566 | $196.6 萬 | 0.66% | −2,726−6.3% | 減碼 |
| Meridian Wealth Partners, LLC | 40,495 | $196.2 萬 | 0.41% | −556−1.4% | 減碼 |
| Spears Abacus Advisors LLC | 40,380 | $195.7 萬 | 0.15% | 00.0% | 不變 |
| Sterling Investment Management, Inc. | 40,324 | $195.4 萬 | 1.37% | −2,054−4.8% | 減碼 |
| Deseret Mutual Benefit Administrators | 40,181 | $194.7 萬 | 0.39% | −12,025−23.0% | 減碼 |
| Everett Harris & Co | 40,186 | $194.7 萬 | 0.03% | −100−0.2% | 減碼 |
| Gs Investments, Inc. | 42,400 | $194.3 萬 | 1.10% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 40,037 | $194.0 萬 | 0.40% | −9,900−19.8% | 減碼 |
| American National Insurance Co | 40,000 | $193.8 萬 | 0.52% | −6,635−14.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 39,992 | $193.8 萬 | 0.07% | −762−1.9% | 減碼 |
| Heartland Advisors Inc | 39,969 | $193.7 萬 | 0.12% | +657+1.7% | 加碼 |
| Financial Advocates Investment Management | 39,822 | $193.0 萬 | 0.13% | +28,555+253.4% | 加碼 |
| Neville Rodie & Shaw Inc | 39,604 | $192.9 萬 | 0.14% | 00.0% | 不變 |
| Chemistry Wealth Management LLC | 39,662 | $192.2 萬 | 0.66% | +39,662 | 新進 |
| Avidian Wealth Solutions, LLC | 39,582 | $191.8 萬 | 0.12% | +5,562+16.3% | 加碼 |
| One Capital Management, LLC | 39,577 | $191.7 萬 | 0.10% | −70−0.2% | 減碼 |
| Evercore Wealth Management, LLC | 39,385 | $190.9 萬 | 0.03% | −2,899−6.9% | 減碼 |
| CPWM, LLC | 39,367 | $190.8 萬 | 0.14% | +125+0.3% | 加碼 |
| Eagle Rock Investment Company, LLC | 39,272 | $190.3 萬 | 0.40% | −48,082−55.0% | 減碼 |
| Johnson Financial Group, Inc. | 39,253 | $190.2 萬 | 0.13% | +32,473+479.0% | 加碼 |
| Global Retirement Partners, LLC | 43,774 | $189.5 萬 | 0.15% | +43,774 | 新進 |
| Enterprise Trust & Investment Co | 38,975 | $188.9 萬 | 0.68% | −1,200−3.0% | 減碼 |
| Forum Financial Management, LP | 38,940 | $188.7 萬 | 0.09% | −176−0.4% | 減碼 |
| Cornerstone Investment Partners, LLC | 38,763 | $187.8 萬 | 0.11% | −5,110−11.6% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 38,388 | $186.0 萬 | 0.12% | −455−1.2% | 減碼 |
| Stewart & Patten Co LLC | 38,269 | $185.5 萬 | 0.30% | −94,894−71.3% | 減碼 |
| Miller Investment Management, LP | 38,182 | $185.0 萬 | 0.29% | 00.0% | 不變 |
| Bowling Portfolio Management LLC | 37,973 | $184.0 萬 | 0.40% | −816−2.1% | 減碼 |
| Trust Co of Toledo NA | 37,760 | $183.0 萬 | 0.28% | −300−0.8% | 減碼 |
| Yarbrough Capital, LLC | 37,485 | $181.7 萬 | 0.10% | 00.0% | 不變 |
| HB Wealth Management, LLC | 37,465 | $181.6 萬 | 0.03% | +3,868+11.5% | 加碼 |
| Columbus Macro, LLC | 37,395 | $181.2 萬 | 0.62% | −1,975−5.0% | 減碼 |
| Bennett Selby Investments LP | 37,307 | $180.8 萬 | 1.09% | +1,543+4.3% | 加碼 |
| Meristem Family Wealth, LLC | 37,251 | $180.5 萬 | 0.20% | −1,754−4.5% | 減碼 |
| Qtron Investments LLC | 37,189 | $180.2 萬 | 0.40% | +11,706+45.9% | 加碼 |
| Hedges Asset Management LLC | 37,100 | $179.8 萬 | 1.39% | −1,000−2.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 37,103 | $179.8 萬 | 0.03% | 00.0% | 不變 |
| Sepio Capital, LP | 37,104 | $179.8 萬 | 0.16% | +204+0.6% | 加碼 |
| American Money Management, LLC | 37,011 | $179.4 萬 | 0.48% | +900+2.5% | 加碼 |
| Auxier Asset Management | 36,837 | $178.5 萬 | 0.28% | 00.0% | 不變 |
| Cowen and Company, LLC | 36,783 | $178.3 萬 | 0.18% | +8,542+30.2% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 36,560 | $177.2 萬 | 1.04% | −526−1.4% | 減碼 |
| Smith Shellnut Wilson LLC | 36,549 | $177.1 萬 | 0.93% | −504−1.4% | 減碼 |
| Hightower 6M Holding, LLC | 36,514 | $176.9 萬 | 0.13% | +36,514 | 新進 |
| Vestmark Advisory Solutions, Inc. | 36,486 | $176.8 萬 | 0.10% | −1,113−3.0% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,443 | $176.6 萬 | 0.32% | −710−1.9% | 減碼 |
| PFS Investments Inc. | 36,283 | $175.8 萬 | 0.03% | −3,220−8.2% | 減碼 |
| Brinker Capital Investments, LLC | 36,028 | $174.6 萬 | 0.03% | +700+2.0% | 加碼 |
| Carret Asset Management, LLC | 36,010 | $174.5 萬 | 0.20% | +575+1.6% | 加碼 |
| Bayesian Capital Management, LP | 35,900 | $174.0 萬 | 0.26% | +35,900 | 新進 |
| Marotta Asset Management | 35,829 | $173.6 萬 | 0.40% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 35,753 | $173.3 萬 | 0.16% | +7,964+28.7% | 加碼 |
| Private Trust Co NA | 35,442 | $171.8 萬 | 0.27% | +2,062+6.2% | 加碼 |
| Western Wealth Management, LLC | 35,265 | $170.9 萬 | 0.08% | +18,234+107.1% | 加碼 |
| Cutler Group LP | 35,201 | $170.5 萬 | 0.16% | −158,176−81.8% | 減碼 |
| United Fire Group Inc | 35,086 | $170.0 萬 | 0.88% | 00.0% | 不變 |
| 44 Wealth Management LLC | 34,933 | $169.3 萬 | 0.61% | −4,109−10.5% | 減碼 |
| NorthRock Partners, LLC | 34,832 | $168.8 萬 | 0.15% | −1,811−4.9% | 減碼 |
| Northwest Capital Management Inc | 34,814 | $168.7 萬 | 0.79% | −408−1.2% | 減碼 |
| Meiji Yasuda Life Insurance Co | 34,692 | $168.1 萬 | 0.03% | −4,477−11.4% | 減碼 |
| AMG National Trust Bank | 34,681 | $168.1 萬 | 0.05% | −2,276−6.2% | 減碼 |
| Jackson Hole Capital Partners, LLC | 34,630 | $167.8 萬 | 0.48% | +4,349+14.4% | 加碼 |
| Trinity Financial Advisors LLC | 34,585 | $167.6 萬 | 1.05% | −1,153−3.2% | 減碼 |
| FDx Advisors, Inc. | 34,512 | $167.2 萬 | 0.06% | +5,474+18.9% | 加碼 |
| Virtu Financial LLC | 34,479 | $167.1 萬 | 0.12% | +34,479 | 新進 |
| Ancora Advisors, LLC | 34,467 | $167.0 萬 | 0.04% | −2,693−7.2% | 減碼 |