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 2 季 13F 持有人
Wells Fargo & Company 在 2022/6/30 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
- 1,997
- 較 2022 年第 1 季 −117 家
- 持有股數
- 27.7 億
- 較 2022 年第 1 季 +2,790 萬 (+1.0%)
- 總市值
- $1,087 億
- 較 2022 年第 1 季 −$244.1 億 (−18.3%)
- 新進機構
- 99
- 另有 749 家加碼
- 清倉機構
- 216
- 另有 839 家減碼
另有 30 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Murphy, Middleton, Hinkle & Parker, Inc. | 19,282 | $75.5 萬 | 0.49% | −119−0.6% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 19,295 | $75.6 萬 | 0.29% | +95+0.5% | 加碼 |
| Financial Counselors Inc | 19,302 | $75.6 萬 | 0.02% | +3,294+20.6% | 加碼 |
| Carlson Capital Management | 19,324 | $75.7 萬 | 0.07% | −3,685−16.0% | 減碼 |
| Cambridge Trust Co | 19,378 | $75.9 萬 | 0.03% | −1,242−6.0% | 減碼 |
| Miracle Mile Advisors, LLC | 19,393 | $76.0 萬 | 0.04% | −300−1.5% | 減碼 |
| C2C Wealth Management, LLC | 17,808 | $76.4 萬 | 0.14% | −439−2.4% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 19,542 | $76.5 萬 | 0.74% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 19,176 | $76.9 萬 | 0.39% | +40+0.2% | 加碼 |
| Tower Bridge Advisors | 19,650 | $77.0 萬 | 0.06% | −300−1.5% | 減碼 |
| Central Trust Co | 19,670 | $77.1 萬 | 0.03% | +1,642+9.1% | 加碼 |
| Legacy Financial Group LLC | 19,697 | $77.2 萬 | 0.24% | −70−0.4% | 減碼 |
| Quilter Plc | 19,884 | $77.9 萬 | 0.03% | +388+2.0% | 加碼 |
| Sage Rhino Capital LLC | 19,901 | $78.0 萬 | 0.30% | −1,812−8.3% | 減碼 |
| Peoples Financial Services Corp. | 19,917 | $78.0 萬 | 0.37% | −500−2.4% | 減碼 |
| Ameritas Advisory Services, LLC | 19,985 | $78.3 萬 | 0.05% | −1,435−6.7% | 減碼 |
| Harbor Advisors LLC | 20,000 | $78.3 萬 | 0.19% | 00.0% | 不變 |
| Coury Firm Asset Management LLC | 20,000 | $78.3 萬 | 1.04% | 00.0% | 不變 |
| Capital Fund Management S.A. | 19,993 | $78.3 萬 | 0.02% | −56,550−73.9% | 減碼 |
| Bremer Bank National Association | 20,106 | $78.8 萬 | 0.15% | −884−4.2% | 減碼 |
| Tobam | 20,158 | $79.0 萬 | 0.05% | +1,135+6.0% | 加碼 |
| LS Investment Advisors, LLC | 20,213 | $79.2 萬 | 0.15% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 20,282 | $79.4 萬 | 0.10% | +1,478+7.9% | 加碼 |
| Telos Capital Management, Inc. | 20,391 | $79.9 萬 | 0.12% | −1,415−6.5% | 減碼 |
| Lafayette Investments, Inc. | 20,445 | $80.1 萬 | 0.23% | 00.0% | 不變 |
| Accredited Investors Inc. | 20,543 | $80.5 萬 | 0.10% | +1,933+10.4% | 加碼 |
| B. Riley Wealth Management, Inc. | 20,611 | $80.7 萬 | 0.08% | −879−4.1% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 20,602 | $80.7 萬 | 0.10% | +3,323+19.2% | 加碼 |
| Investors Research Corp | 20,661 | $80.9 萬 | 0.24% | 00.0% | 不變 |
| First National Trust Co | 20,783 | $81.4 萬 | 0.05% | −20.0% | 減碼 |
| Logan Capital Management Inc | 20,799 | $81.5 萬 | 0.05% | +2,202+11.8% | 加碼 |
| Argent Advisors, Inc. | 21,103 | $82.7 萬 | 0.47% | +1,799+9.3% | 加碼 |
| Davidson Trust Co | 21,154 | $82.9 萬 | 0.74% | 00.0% | 不變 |
| Budros, Ruhlin & Roe, Inc. | 21,195 | $83.0 萬 | 0.10% | −1,216−5.4% | 減碼 |
| Private Wealth Group, LLC | 21,212 | $83.1 萬 | 1.03% | −4,400−17.2% | 減碼 |
| Csenge Advisory Group | 21,220 | $83.1 萬 | 0.07% | +509+2.5% | 加碼 |
| Bristlecone Advisors, LLC | 21,266 | $83.3 萬 | 0.10% | +3,577+20.2% | 加碼 |
| Mutual Advisors, LLC | 21,372 | $83.7 萬 | 0.06% | +4,613+27.5% | 加碼 |
| Independent Financial Group, LLC | 21,377 | $83.7 萬 | 0.09% | −655−3.0% | 減碼 |
| BBR Partners, LLC | 21,493 | $84.2 萬 | 0.10% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 21,250 | $84.8 萬 | 0.21% | −1,376−6.1% | 減碼 |
| Investors Asset Management of Georgia Inc | 21,690 | $85.0 萬 | 0.44% | +10.0% | 加碼 |
| Empowered Funds, LLC | 21,735 | $85.1 萬 | 0.11% | −31,428−59.1% | 減碼 |
| Change Path, LLC | 21,733 | $85.1 萬 | 0.05% | −3,192−12.8% | 減碼 |
| Fukoku Mutual Life Insurance Co | 21,722 | $85.1 萬 | 0.07% | −190−0.9% | 減碼 |
| GFS Advisors, LLC | 21,750 | $85.2 萬 | 0.19% | −26,035−54.5% | 減碼 |
| Jones Financial Companies LLLP | 21,772 | $85.3 萬 | 0.00% | +1,040+5.0% | 加碼 |
| BLB&B Advisors, LLC | 21,867 | $85.7 萬 | 0.07% | −100−0.5% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 21,907 | $85.8 萬 | 0.13% | −264−1.2% | 減碼 |
| Salem Investment Counselors Inc | 21,901 | $85.8 萬 | 0.04% | −162−0.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 21,905 | $85.8 萬 | 0.03% | +1,620+8.0% | 加碼 |
| Fosun International Ltd | 21,900 | $85.8 萬 | 0.12% | +21,900 | 新進 |
| J.W. Cole Advisors, Inc. | 21,922 | $85.9 萬 | 0.07% | −7,544−25.6% | 減碼 |
| Spinnaker Trust | 21,973 | $86.1 萬 | 0.07% | 00.0% | 不變 |
| Ruffer LLP | 22,000 | $86.2 萬 | 0.03% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 22,111 | $86.6 萬 | 0.05% | +7,396+50.3% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 22,137 | $86.7 萬 | 0.08% | −607−2.7% | 減碼 |
| Quadrant Capital Group LLC | 22,123 | $86.7 萬 | 0.12% | +199+0.9% | 加碼 |
| Busey Wealth Management | 22,188 | $87.0 萬 | 0.04% | −2,334−9.5% | 減碼 |
| Greenup Street Wealth Management LLC | 22,294 | $87.3 萬 | 0.41% | +22,294 | 新進 |
| Ferguson Wellman Capital Management, Inc | 22,304 | $87.4 萬 | 0.03% | −871−3.8% | 減碼 |
| Cumberland Advisors Inc | 22,400 | $87.7 萬 | 0.29% | −2,438−9.8% | 減碼 |
| Westwood Holdings Group Inc. | 22,399 | $87.8 萬 | 0.01% | +1,075+5.0% | 加碼 |
| Evergreen Capital Management LLC | 22,430 | $87.9 萬 | 0.05% | −3,214−12.5% | 減碼 |
| Retirement Planning Co of New England, Inc. | 22,444 | $87.9 萬 | 0.60% | +220+1.0% | 加碼 |
| Rossmore Private Capital | 22,474 | $88.0 萬 | 0.15% | 00.0% | 不變 |
| Alaethes Wealth LLC | 22,550 | $88.3 萬 | 0.65% | +190+0.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 22,638 | $88.7 萬 | 0.08% | −600−2.6% | 減碼 |
| WP Advisors, LLC | 22,748 | $89.1 萬 | 0.39% | +524+2.4% | 加碼 |
| Paloma Partners Management Co | 22,767 | $89.2 萬 | 0.09% | +5,033+28.4% | 加碼 |
| Excalibur Management Corp | 22,813 | $89.4 萬 | 0.47% | −3,128−12.1% | 減碼 |
| Baker Avenue Asset Management, LP | 22,823 | $89.4 萬 | 0.06% | −843−3.6% | 減碼 |
| DRW Securities, LLC | 22,835 | $89.4 萬 | 0.23% | +15,290+202.7% | 加碼 |
| Bank Hapoalim BM | 22,911 | $89.7 萬 | 0.11% | −6,833−23.0% | 減碼 |
| ARGI Investment Services, LLC | 22,979 | $90.0 萬 | 0.03% | −4,362−16.0% | 減碼 |
| Fort Point Capital Partners LLC | 23,011 | $90.1 萬 | 0.16% | +41+0.2% | 加碼 |
| American State Bank (Iowa) | 23,041 | $90.3 萬 | 0.72% | +1,026+4.7% | 加碼 |
| Comerica Securities,inc. | 23,051 | $90.3 萬 | 0.07% | +7,501+48.2% | 加碼 |
| Equitable Holdings, Inc. | 23,120 | $90.6 萬 | 0.02% | +20.0% | 加碼 |
| Rehmann Capital Advisory Group | 23,131 | $90.6 萬 | 0.10% | −668−2.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,150 | $90.7 萬 | 0.01% | +24+0.1% | 加碼 |
| Courier Capital LLC | 23,185 | $90.8 萬 | 0.11% | −999−4.1% | 減碼 |
| Lake Street Advisors Group, LLC | 23,415 | $91.7 萬 | 0.07% | −952−3.9% | 減碼 |
| NVWM, LLC | 23,593 | $92.4 萬 | 0.36% | +389+1.7% | 加碼 |
| F3Logic, LLC | 23,622 | $92.5 萬 | 0.16% | +23,622 | 新進 |
| Northwest & Ethical Investments L.P. | 23,630 | $92.6 萬 | 0.03% | 00.0% | 不變 |
| Traverso Chambers Private Wealth Management, LLC | 23,640 | $92.6 萬 | 0.31% | +6,095+34.7% | 加碼 |
| Pitcairn Co | 23,698 | $92.8 萬 | 0.10% | +7,689+48.0% | 加碼 |
| Claris Advisors, LLC | 24,072 | $94.3 萬 | 1.02% | −80.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 24,079 | $94.3 萬 | 0.20% | +2,674+12.5% | 加碼 |
| N.E.W. Advisory Services LLC | 24,081 | $94.3 萬 | 0.16% | −733−3.0% | 減碼 |
| Nicolet Bankshares Inc | 24,141 | $94.6 萬 | 0.25% | −21−0.1% | 減碼 |
| Laurel Wealth Advisors LLC | 24,176 | $94.7 萬 | 0.23% | +47+0.2% | 加碼 |
| Quad-Cities Investment Group, LLC | 24,239 | $94.9 萬 | 0.70% | +30.0% | 加碼 |
| Investment Management Associates Inc | 21,639 | $94.9 萬 | 0.41% | −414−1.9% | 減碼 |
| Tealwood Asset Management Inc | 24,390 | $95.5 萬 | 0.47% | −90.0% | 減碼 |
| Intersect Capital LLC | 24,369 | $95.5 萬 | 0.29% | +1,476+6.4% | 加碼 |
| Boltwood Capital Management | 24,400 | $95.6 萬 | 0.41% | −100−0.4% | 減碼 |
| Cadinha & Co LLC | 24,472 | $95.9 萬 | 0.21% | 00.0% | 不變 |
| Caldwell Trust Co | 24,538 | $96.1 萬 | 0.13% | +9,577+64.0% | 加碼 |