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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 7,889 | $30.9 萬 | 0.19% | +815+11.5% | 加碼 |
| Weil Company, Inc. | 7,909 | $31.0 萬 | 0.17% | +100+1.3% | 加碼 |
| New Millennium Group LLC | 7,950 | $31.2 萬 | 0.32% | +7,950 | 新進 |
| Enlightenment Research, LLC | 8,002 | $31.3 萬 | 0.67% | −24,298−75.2% | 減碼 |
| West Wealth Group, LLC | 8,003 | $31.3 萬 | 0.15% | −820−9.3% | 減碼 |
| Court Place Advisors, LLC | 7,979 | $31.3 萬 | 0.12% | 00.0% | 不變 |
| Washington Capital Management Inc | 8,000 | $31.3 萬 | 0.30% | 00.0% | 不變 |
| Monetary Management Group Inc | 8,047 | $31.5 萬 | 0.10% | 00.0% | 不變 |
| Cutler Investment Counsel LLC | 8,047 | $31.5 萬 | 0.05% | 00.0% | 不變 |
| Planning Center, Inc. | 7,981 | $31.5 萬 | 0.25% | 00.0% | 不變 |
| First Citizens Financial Corp | 8,048 | $31.5 萬 | 0.28% | +100+1.3% | 加碼 |
| Lindbrook Capital, LLC | 8,060 | $31.6 萬 | 0.05% | +118+1.5% | 加碼 |
| Cidel Asset Management Inc | 8,100 | $31.7 萬 | 0.01% | 00.0% | 不變 |
| GoalVest Advisory LLC | 7,955 | $31.9 萬 | 0.20% | −6,339−44.3% | 減碼 |
| Piscataqua Savings Bank | 8,143 | $31.9 萬 | 0.28% | −400−4.7% | 減碼 |
| West Family Investments, Inc. | 8,164 | $32.0 萬 | 0.13% | −3,227−28.3% | 減碼 |
| Formidable Asset Management, LLC | 8,126 | $32.2 萬 | 0.07% | −534−6.2% | 減碼 |
| Monument Capital Management | 8,239 | $32.3 萬 | 0.12% | −5,360−39.4% | 減碼 |
| Cohen Capital Management, Inc. | 8,274 | $32.4 萬 | 0.07% | 00.0% | 不變 |
| Plancorp, LLC | 8,284 | $32.4 萬 | 0.02% | +210+2.6% | 加碼 |
| PSI Advisors, LLC | 8,301 | $32.5 萬 | 0.16% | −219−2.6% | 減碼 |
| Evermay Wealth Management LLC | 8,304 | $32.5 萬 | 0.06% | −130−1.5% | 減碼 |
| Ausdal Financial Partners, Inc. | 8,302 | $32.5 萬 | 0.05% | −29−0.3% | 減碼 |
| Field & Main Bank | 8,290 | $32.5 萬 | 0.21% | +5,065+157.1% | 加碼 |
| Summit X, LLC | 8,224 | $32.6 萬 | 0.09% | +544+7.1% | 加碼 |
| Cambridge Advisors Inc. | 8,350 | $32.7 萬 | 0.09% | +10.0% | 加碼 |
| Grove Bank & Trust | 8,370 | $32.8 萬 | 0.08% | −2,319−21.7% | 減碼 |
| Humankind Investments LLC | 8,379 | $32.8 萬 | 0.16% | −2,293−21.5% | 減碼 |
| Kore Private Wealth LLC | 8,375 | $32.8 萬 | 0.05% | −715−7.9% | 減碼 |
| Camden National Bank | 8,362 | $32.8 萬 | 0.07% | −22−0.3% | 減碼 |
| Nichols & Pratt Advisers LLP | 8,400 | $32.9 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 8,423 | $33.0 萬 | 0.08% | +97+1.2% | 加碼 |
| CX Institutional | 8,486 | $33.2 萬 | 0.03% | −747−8.1% | 減碼 |
| Bollard Group LLC | 8,470 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Investments, LP | 8,472 | $33.2 萬 | 0.00% | +8,472 | 新進 |
| Schulhoff & Co Inc | 8,528 | $33.4 萬 | 0.16% | −60−0.7% | 減碼 |
| Cahill Financial Advisors Inc | 8,591 | $33.7 萬 | 0.07% | +114+1.3% | 加碼 |
| Crawford Investment Counsel Inc | 8,612 | $33.7 萬 | 0.01% | +418+5.1% | 加碼 |
| Trust Co of Virginia | 8,593 | $33.7 萬 | 0.04% | +600+7.5% | 加碼 |
| IVC Wealth Advisors LLC | 8,631 | $33.8 萬 | 0.26% | −6,656−43.5% | 減碼 |
| Plante Moran Financial Advisors, LLC | 8,617 | $33.8 萬 | 0.06% | −2,287−21.0% | 減碼 |
| Weinberger Asset Management, Inc | 8,677 | $34.0 萬 | 0.22% | +8,677 | 新進 |
| Biltmore Family Office, LLC | 8,704 | $34.1 萬 | 0.09% | −2,265−20.6% | 減碼 |
| Sawgrass Asset Management LLC | 8,695 | $34.1 萬 | 0.04% | +545+6.7% | 加碼 |
| Fruth Investment Management | 6,818 | $34.1 萬 | 0.09% | 00.0% | 不變 |
| Stiles Financial Services Inc | 8,745 | $34.3 萬 | 0.21% | +8,745 | 新進 |
| Nwam LLC | 8,606 | $34.4 萬 | 0.03% | +548+6.8% | 加碼 |
| First National Bank | 8,777 | $34.4 萬 | 0.33% | +1,585+22.0% | 加碼 |
| Traphagen Investment Advisors LLC | 8,820 | $34.5 萬 | 0.06% | +3,862+77.9% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 8,834 | $34.6 萬 | 0.04% | −666−7.0% | 減碼 |
| Trust Co of Vermont | 8,811 | $34.6 萬 | 0.03% | −331−3.6% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 8,832 | $34.6 萬 | 0.03% | −167−1.9% | 減碼 |
| Arbor Investment Advisors, LLC | 8,837 | $34.6 萬 | 0.07% | +30.0% | 加碼 |
| River Wealth Advisors LLC | 8,837 | $34.6 萬 | 0.06% | +7+0.1% | 加碼 |
| Financial Engines Advisors L.L.C. | 8,876 | $34.7 萬 | 0.00% | +945+11.9% | 加碼 |
| Spectrum Management Group, LLC | 8,885 | $34.8 萬 | 0.08% | 00.0% | 不變 |
| Royal Fund Management, LLC | 8,892 | $34.8 萬 | 0.06% | +7+0.1% | 加碼 |
| Monticello Wealth Management, LLC | 8,973 | $35.1 萬 | 0.04% | +194+2.2% | 加碼 |
| Mycio Wealth Partners, LLC | 8,949 | $35.1 萬 | 0.13% | +1,055+13.4% | 加碼 |
| Axiom Financial Strategies, LLC | 8,994 | $35.2 萬 | 0.19% | −1,752−16.3% | 減碼 |
| MCF Advisors LLC | 8,996 | $35.2 萬 | 0.04% | +499+5.9% | 加碼 |
| Cim Investment Mangement Inc | 9,018 | $35.3 萬 | 0.15% | −51−0.6% | 減碼 |
| Nexus Investment Management ULC | 9,000 | $35.3 萬 | 0.04% | 00.0% | 不變 |
| MYDA Advisors LLC | 9,000 | $35.3 萬 | 0.15% | +9,000 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 9,048 | $35.4 萬 | 0.03% | +9,048 | 新進 |
| Lyell Wealth Management, LP | 9,053 | $35.5 萬 | 0.06% | −800−8.1% | 減碼 |
| Bank of the West | 9,083 | $35.5 萬 | 0.04% | −316−3.4% | 減碼 |
| Solidarilty Wealth, LLC | 8,085 | $35.5 萬 | 0.19% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 9,089 | $35.6 萬 | 0.12% | −21−0.2% | 減碼 |
| First PREMIER Bank | 9,069 | $35.6 萬 | 0.11% | 00.0% | 不變 |
| Titus Wealth Management | 9,092 | $35.6 萬 | 0.18% | +2,353+34.9% | 加碼 |
| Clarkston Capital Partners, LLC | 9,120 | $35.7 萬 | 0.01% | +4,610+102.2% | 加碼 |
| S.A. Mason LLC | 9,136 | $35.8 萬 | 0.26% | −170−1.8% | 減碼 |
| MKT Advisors LLC | 9,003 | $35.8 萬 | 0.28% | +84+0.9% | 加碼 |
| Colonial Trust Advisors | 9,159 | $35.9 萬 | 0.05% | 00.0% | 不變 |
| Smith, Moore & Co. | 9,154 | $35.9 萬 | 0.06% | +1,206+15.2% | 加碼 |
| HighTower Trust Services, LTA | 13,692 | $36.0 萬 | 0.06% | +3,843+39.0% | 加碼 |
| Pacific Global Investment Management CO | 9,207 | $36.1 萬 | 0.09% | +555+6.4% | 加碼 |
| Cowa, LLC | 9,300 | $36.4 萬 | 0.21% | 00.0% | 不變 |
| Doliver Advisors, LP | 9,309 | $36.5 萬 | 0.13% | 00.0% | 不變 |
| Heritage Investors Management Corp | 9,330 | $36.5 萬 | 0.02% | +95+1.0% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 9,381 | $36.7 萬 | 0.27% | 00.0% | 不變 |
| Texas Capital Bancshares Inc | 9,377 | $36.7 萬 | 0.28% | 00.0% | 不變 |
| WealthShield Partners, LLC | 9,445 | $37.0 萬 | 0.07% | −36−0.4% | 減碼 |
| Exeter Financial, LLC | 9,500 | $37.2 萬 | 0.21% | −28−0.3% | 減碼 |
| Altfest L J & Co Inc | 9,557 | $37.4 萬 | 0.07% | −4,511−32.1% | 減碼 |
| Kovitz Investment Group Partners, LLC | 9,559 | $37.4 萬 | 0.01% | −744−7.2% | 減碼 |
| Glenview Trust Co | 9,558 | $37.5 萬 | 0.01% | −9,122−48.8% | 減碼 |
| IHT Wealth Management, LLC | 9,562 | $37.5 萬 | 0.03% | −978−9.3% | 減碼 |
| Prentiss Smith & Co Inc | 9,566 | $37.5 萬 | 0.29% | 00.0% | 不變 |
| Royal Capital Wealth Management, LLC | 9,607 | $37.6 萬 | 0.41% | −189−1.9% | 減碼 |
| Hartford Financial Management Inc. | 9,595 | $37.6 萬 | 0.10% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 6,542 | $37.6 萬 | 0.07% | −3,080−32.0% | 減碼 |
| Donaldson Capital Management, LLC | 9,616 | $37.7 萬 | 0.02% | −413−4.1% | 減碼 |
| V Wealth Advisors LLC | 9,660 | $37.8 萬 | 0.07% | −3,478−26.5% | 減碼 |
| Washington Trust Bank | 9,682 | $37.9 萬 | 0.05% | −1,761−15.4% | 減碼 |
| Visionary Wealth Advisors | 9,765 | $38.2 萬 | 0.03% | −5,813−37.3% | 減碼 |
| All Terrain Financial Advisors, LLC | 9,743 | $38.2 萬 | 0.20% | −147−1.5% | 減碼 |
| Fairview Capital Investment Management, LLC | 9,771 | $38.2 萬 | 0.03% | −100−1.0% | 減碼 |
| Bray Capital Advisors | 9,765 | $38.2 萬 | 0.11% | +5+0.1% | 加碼 |