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 |
|---|---|---|---|---|---|
| Westhampton Capital, LLC | 6,590 | $25.8 萬 | 0.18% | 00.0% | 不變 |
| Heritage Wealth Advisors | 6,593 | $25.8 萬 | 0.02% | +5,287+404.8% | 加碼 |
| Security Asset Management | 6,600 | $25.9 萬 | 0.14% | 00.0% | 不變 |
| L2 Asset Management, LLC | 6,646 | $26.0 萬 | 0.19% | −222−3.2% | 減碼 |
| Wedge Capital Management L L P | 6,640 | $26.0 萬 | 0.00% | +18+0.3% | 加碼 |
| Family Firm, Inc. | 6,627 | $26.0 萬 | 0.08% | +4+0.1% | 加碼 |
| Grandfield & Dodd, LLC | 6,616 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| Unionview, LLC | 6,635 | $26.0 萬 | 0.29% | +38+0.6% | 加碼 |
| CKW Financial Group | 6,550 | $26.1 萬 | 0.04% | −300−4.4% | 減碼 |
| David R. Rahn & Associates Inc. | 6,660 | $26.1 萬 | 0.11% | 00.0% | 不變 |
| Penserra Capital Management LLC | 6,701 | $26.2 萬 | 0.01% | −1,950−22.5% | 減碼 |
| Levin Capital Strategies, L.P. | 6,677 | $26.2 萬 | 0.03% | 00.0% | 不變 |
| Bouchey Financial Group Ltd | 6,687 | $26.2 萬 | 0.04% | 00.0% | 不變 |
| Berger Financial Group, Inc | 6,701 | $26.2 萬 | 0.04% | +323+5.1% | 加碼 |
| SNS Financial Group, LLC | 6,716 | $26.3 萬 | 0.03% | −1,707−20.3% | 減碼 |
| Capitolis Advisors LLC | 6,727 | $26.3 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 6,701 | $26.3 萬 | 0.02% | +100+1.5% | 加碼 |
| Vista Private Wealth Partners. LLC | 6,728 | $26.4 萬 | 0.12% | 00.0% | 不變 |
| Papp L Roy & Associates | 6,776 | $26.5 萬 | 0.04% | +509+8.1% | 加碼 |
| Sweet Financial Partners, LLC | 6,809 | $26.7 萬 | 0.08% | −85−1.2% | 減碼 |
| Indiana Trust & Investment Management CO | 6,838 | $26.8 萬 | 0.15% | 00.0% | 不變 |
| Van Cleef Asset Management,Inc | 6,844 | $26.8 萬 | 0.05% | +21+0.3% | 加碼 |
| Wayfinding Financial, LLC | 6,843 | $26.8 萬 | 0.24% | −137−2.0% | 減碼 |
| Boston Financial Mangement LLC | 6,843 | $26.8 萬 | 0.01% | +2,428+55.0% | 加碼 |
| Duncker Streett & Co Inc | 6,866 | $26.9 萬 | 0.06% | −192−2.7% | 減碼 |
| Successful Portfolios LLC | 6,890 | $27.0 萬 | 0.18% | −1,091−13.7% | 減碼 |
| John W. Brooker & Co., CPAs | 6,904 | $27.0 萬 | 0.17% | 00.0% | 不變 |
| Sanford Advisory Services, LLC | 6,930 | $27.1 萬 | 0.08% | 00.0% | 不變 |
| Buttonwood Financial Advisors Inc. | 6,930 | $27.1 萬 | 0.24% | +1,852+36.5% | 加碼 |
| Zullo Investment Group, Inc. | 6,977 | $27.3 萬 | 0.17% | +11+0.2% | 加碼 |
| BNC Wealth Management, LLC | 6,984 | $27.4 萬 | 0.14% | −149−2.1% | 減碼 |
| Guyasuta Investment Advisors Inc | 6,987 | $27.4 萬 | 0.02% | 00.0% | 不變 |
| Wallace Capital Management Inc. | 6,814 | $27.4 萬 | 0.04% | −300−4.2% | 減碼 |
| Stockman Wealth Management, Inc. | 7,023 | $27.5 萬 | 0.07% | −20−0.3% | 減碼 |
| Sandy Spring Bank | 7,026 | $27.6 萬 | 0.02% | +23+0.3% | 加碼 |
| Wealth Architects, LLC | 7,086 | $27.8 萬 | 0.05% | −483−6.4% | 減碼 |
| LVW Advisors, LLC | 7,105 | $27.8 萬 | 0.06% | −77−1.1% | 減碼 |
| Lincoln Capital LLC | 7,091 | $27.8 萬 | 0.08% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 7,113 | $27.9 萬 | 0.03% | −2,860−28.7% | 減碼 |
| Delta Investment Management, LLC | 7,114 | $27.9 萬 | 0.13% | 00.0% | 不變 |
| Means Investment Co., Inc. | 7,114 | $27.9 萬 | 0.06% | +31+0.4% | 加碼 |
| Ghe, LLC | 5,763 | $27.9 萬 | 0.31% | −1,150−16.6% | 減碼 |
| Cadence Bank NA | 7,140 | $28.0 萬 | 0.09% | −194−2.6% | 減碼 |
| Lynch & Associates | 7,164 | $28.1 萬 | 0.08% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 7,177 | $28.1 萬 | 0.07% | +77+1.1% | 加碼 |
| Mission Creek Capital Partners, Inc. | 7,198 | $28.2 萬 | 0.09% | −42−0.6% | 減碼 |
| Chelsea Counsel Co | 7,202 | $28.2 萬 | 0.14% | 00.0% | 不變 |
| Destination Wealth Management | 7,198 | $28.2 萬 | 0.01% | +158+2.2% | 加碼 |
| Adviser Investments LLC | 7,201 | $28.2 萬 | 0.02% | +1,181+19.6% | 加碼 |
| Patton Albertson Miller Group, LLC | 7,234 | $28.3 萬 | 0.06% | −476−6.2% | 減碼 |
| Waddell & Associates, LLC | 7,257 | $28.4 萬 | 0.06% | −3,082−29.8% | 減碼 |
| Heron Financial Group, LLC | 7,270 | $28.5 萬 | 0.17% | −1,988−21.5% | 減碼 |
| Agate Pass Investment Management, LLC | 7,275 | $28.5 萬 | 0.20% | −1,569−17.7% | 減碼 |
| Astoria Portfolio Advisors LLC. | 7,271 | $28.5 萬 | 0.21% | +1,929+36.1% | 加碼 |
| Ethic Inc. | 7,302 | $28.6 萬 | 0.02% | −750−9.3% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,304 | $28.6 萬 | 0.27% | +29+0.4% | 加碼 |
| CVA Family Office, LLC | 7,297 | $28.6 萬 | 0.08% | +675+10.2% | 加碼 |
| Roosevelt Investment Group LLC | 7,317 | $28.7 萬 | 0.02% | +200+2.8% | 加碼 |
| Cedar Brook Financial Partners, LLC | 7,347 | $28.8 萬 | 0.09% | 00.0% | 不變 |
| CenterStar Asset Management, LLC | – | $28.9 萬 | 0.31% | – | – |
| Woodstock Corp | 7,384 | $28.9 萬 | 0.04% | −70−0.9% | 減碼 |
| First National Bank & Trust Co of Newtown | 7,379 | $28.9 萬 | 0.07% | 00.0% | 不變 |
| ASB Consultores, LLC | 7,368 | $28.9 萬 | 0.13% | +7,368 | 新進 |
| Parsons Capital Management Inc | 7,415 | $29.0 萬 | 0.03% | −2,605−26.0% | 減碼 |
| New Jersey Better Educational Savings Trust | 7,401 | $29.0 萬 | 0.91% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 7,434 | $29.1 萬 | 0.08% | +302+4.2% | 加碼 |
| First National Advisers, LLC | 7,428 | $29.1 萬 | 0.60% | +7,428 | 新進 |
| Intrust Bank NA | 7,450 | $29.2 萬 | 0.04% | −50−0.7% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 7,460 | $29.2 萬 | 0.05% | +7,460 | 新進 |
| Pin Oak Investment Advisors Inc | 7,518 | $29.4 萬 | 0.36% | −343−4.4% | 減碼 |
| Magnolia Capital Management Ltd | 7,500 | $29.4 萬 | 0.29% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 7,524 | $29.5 萬 | 0.03% | −5,872−43.8% | 減碼 |
| E Fund Management Co., Ltd. | 7,526 | $29.5 萬 | 0.03% | −252−3.2% | 減碼 |
| Ballast, Inc. | 7,555 | $29.5 萬 | 0.14% | −41−0.5% | 減碼 |
| E&G Advisors, LP | 7,568 | $29.6 萬 | 0.10% | −120−1.6% | 減碼 |
| Arrow Financial Corp | 7,560 | $29.7 萬 | 0.04% | 00.0% | 不變 |
| Private Capital Group, LLC | 7,619 | $29.8 萬 | 0.22% | −70−0.9% | 減碼 |
| Summit Financial, LLC | 7,628 | $29.9 萬 | 0.03% | −1,448−16.0% | 減碼 |
| UMA Financial Services, Inc. | 6,894 | $30.0 萬 | 0.09% | +1,541+28.8% | 加碼 |
| M&R Capital Management Inc | 7,731 | $30.2 萬 | 0.08% | −764−9.0% | 減碼 |
| Bridge Creek Capital Management LLC | 7,700 | $30.2 萬 | 0.12% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 7,711 | $30.2 萬 | 0.02% | +513+7.1% | 加碼 |
| Minot Wealth Management LLC | 7,727 | $30.3 萬 | 0.08% | −531−6.4% | 減碼 |
| Tributary Capital Management, LLC | 7,725 | $30.3 萬 | 0.03% | −275−3.4% | 減碼 |
| Exencial Wealth Advisors, LLC | 7,742 | $30.3 萬 | 0.02% | −117−1.5% | 減碼 |
| HYA Advisors, Inc | 7,737 | $30.3 萬 | 0.12% | +31+0.4% | 加碼 |
| Twin Focus Capital Partners, LLC | 7,756 | $30.4 萬 | 0.07% | −6−0.1% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $30.4 萬 | 0.09% | 00.0% | 不變 |
| Evolution Advisers, Inc. | 7,627 | $30.4 萬 | 0.25% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 7,791 | $30.5 萬 | 0.15% | −1,652−17.5% | 減碼 |
| Campion Asset Management LLC | 7,790 | $30.5 萬 | 0.30% | 00.0% | 不變 |
| Keel Point, LLC | 6,869 | $30.5 萬 | 0.05% | −17−0.2% | 減碼 |
| Red Door Wealth Management, LLC | 7,799 | $30.5 萬 | 0.11% | +999+14.7% | 加碼 |
| Echo Street Capital Management LLC | 7,808 | $30.6 萬 | 0.00% | −13,701−63.7% | 減碼 |
| Atwood & Palmer Inc | 7,800 | $30.6 萬 | 0.03% | −2,228−22.2% | 減碼 |
| Mechanics Bank Trust Department | 7,825 | $30.6 萬 | 0.05% | −550−6.6% | 減碼 |
| Claar Advisors LLC | 7,800 | $30.6 萬 | 0.12% | −260−3.2% | 減碼 |
| Marietta Investment Partners LLC | 7,845 | $30.7 萬 | 0.09% | −3,855−32.9% | 減碼 |
| Front Row Advisors LLC | 7,832 | $30.7 萬 | 0.15% | +359+4.8% | 加碼 |
| Avion Wealth | 7,863 | $30.8 萬 | 0.10% | 00.0% | 不變 |