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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 9,812 | $38.4 萬 | 0.35% | −19,046−66.0% | 減碼 |
| Peak Planning Group, LLC | 9,854 | $38.6 萬 | 0.32% | +9,854 | 新進 |
| Martingale Asset Management L P | 9,852 | $38.6 萬 | 0.01% | +595+6.4% | 加碼 |
| Valmark Advisers, Inc. | 9,868 | $38.7 萬 | 0.01% | +1,980+25.1% | 加碼 |
| Zuckerman Investment Group, LLC | 9,968 | $39.0 萬 | 0.07% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 10,038 | $39.3 萬 | 0.11% | +473+4.9% | 加碼 |
| Steel Canyon Capital, LLC | 10,054 | $39.4 萬 | 0.62% | −15,003−59.9% | 減碼 |
| Lauterbach Financial Advisors, LLC | 10,070 | $39.4 萬 | 0.37% | +12+0.1% | 加碼 |
| Bordeaux Wealth Advisors LLC | 10,090 | $39.5 萬 | 0.27% | −136−1.3% | 減碼 |
| Aspen Investment Management Inc | 10,091 | $39.5 萬 | 0.25% | −100−1.0% | 減碼 |
| Advisors Management Group Inc | 10,105 | $39.6 萬 | 0.14% | +91+0.9% | 加碼 |
| X-Square Capital, LLC | 10,134 | $39.7 萬 | 0.24% | −894−8.1% | 減碼 |
| Vicus Capital | 10,134 | $39.7 萬 | 0.04% | −84−0.8% | 減碼 |
| Willow Creek Wealth Management Inc. | 10,145 | $39.7 萬 | 0.07% | +10,145 | 新進 |
| Punch & Associates Investment Management, Inc. | 10,160 | $39.8 萬 | 0.03% | 00.0% | 不變 |
| First Farmers & Merchants Bank / Trust | 10,157 | $39.8 萬 | 0.49% | 00.0% | 不變 |
| Colony Family Offices, LLC | 10,150 | $39.8 萬 | 0.18% | +10,150 | 新進 |
| Bragg Financial Advisors, Inc | 10,224 | $40.0 萬 | 0.03% | −224−2.1% | 減碼 |
| Washington Trust Advisors, Inc. | 10,195 | $40.0 萬 | 0.04% | +2,374+30.4% | 加碼 |
| Stephenson National Bank & Trust | 10,248 | $40.1 萬 | 0.24% | −586−5.4% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 10,225 | $40.1 萬 | 0.02% | −573−5.3% | 減碼 |
| Athena Investment Management | 10,237 | $40.1 萬 | 0.32% | +6,055+144.8% | 加碼 |
| HCR Wealth Advisors | 10,271 | $40.2 萬 | 0.08% | −400−3.7% | 減碼 |
| Platform Technology Partners | 10,264 | $40.2 萬 | 0.22% | +366+3.7% | 加碼 |
| Ssi Investment Management LLC | 10,287 | $40.4 萬 | 0.03% | −80−0.8% | 減碼 |
| RSM US Wealth Management LLC | 10,338 | $40.5 萬 | 0.02% | −4,580−30.7% | 減碼 |
| Childress Capital Advisors, LLC | 10,373 | $40.6 萬 | 0.16% | −1,077−9.4% | 減碼 |
| Seeyond | 10,393 | $40.7 萬 | 0.05% | −209−2.0% | 減碼 |
| Tarbox Family Office, Inc. | 10,405 | $40.8 萬 | 0.09% | −116−1.1% | 減碼 |
| Iron Horse Wealth Management, LLC | 10,477 | $41.0 萬 | 0.23% | +1,882+21.9% | 加碼 |
| Sippican Capital Advisors | 10,506 | $41.2 萬 | 0.41% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 10,528 | $41.2 萬 | 0.13% | +165+1.6% | 加碼 |
| Journey Strategic Wealth LLC | 10,541 | $41.3 萬 | 0.06% | −2,779−20.9% | 減碼 |
| Keystone Financial Group | 10,573 | $41.4 萬 | 0.08% | +30+0.3% | 加碼 |
| Anchor Investment Management, LLC | 10,589 | $41.5 萬 | 0.06% | +307+3.0% | 加碼 |
| Farmers Trust Co | 10,584 | $41.5 萬 | 0.10% | −139,897−93.0% | 減碼 |
| David Loasby | 10,337 | $41.5 萬 | 0.06% | −39−0.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 10,592 | $41.5 萬 | 0.03% | +944+9.8% | 加碼 |
| Old West Investment Management, LLC | 10,610 | $41.5 萬 | 0.29% | +5,304+100.0% | 加碼 |
| Security National Bank of So Dak | 10,623 | $41.6 萬 | 0.34% | −450−4.1% | 減碼 |
| Hikari Tsushin, Inc. | 10,631 | $41.6 萬 | 0.05% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,477 | $41.6 萬 | 0.11% | +500+5.6% | 加碼 |
| Harbor Investment Advisory, LLC | 10,612 | $41.6 萬 | 0.07% | +2,305+27.7% | 加碼 |
| Personal Cfo Solutions, LLC | 10,608 | $41.6 萬 | 0.10% | +2,888+37.4% | 加碼 |
| Cannell Peter B & Co Inc | 10,650 | $41.7 萬 | 0.01% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 10,670 | $41.8 萬 | 0.06% | −100−0.9% | 減碼 |
| Equitable Trust Co | 10,690 | $41.9 萬 | 0.03% | −2,125−16.6% | 減碼 |
| Providence Capital Advisors, LLC | 10,773 | $42.2 萬 | 0.12% | −12−0.1% | 減碼 |
| Annandale Capital, LLC | 10,805 | $42.3 萬 | 0.17% | +7+0.1% | 加碼 |
| Manchester Capital Management LLC | 10,837 | $42.4 萬 | 0.07% | −6,853−38.7% | 減碼 |
| First Dallas Securities Inc. | 10,850 | $42.5 萬 | 0.29% | +1,000+10.2% | 加碼 |
| Vise Technologies, Inc. | 10,885 | $42.6 萬 | 0.17% | +5,336+96.2% | 加碼 |
| HBK Sorce Advisory LLC | 10,898 | $42.7 萬 | 0.03% | −3,246−22.9% | 減碼 |
| McCarthy Asset Management, Inc. | 10,905 | $42.7 萬 | 0.35% | +20.0% | 加碼 |
| West Branch Capital LLC | 10,951 | $42.9 萬 | 0.25% | −310−2.8% | 減碼 |
| 55I, LLC | 10,949 | $42.9 萬 | 0.01% | +4,526+70.5% | 加碼 |
| 9258 Wealth Management, LLC | 11,016 | $43.1 萬 | 0.11% | −362−3.2% | 減碼 |
| Chicago Trust Co NA | 11,025 | $43.2 萬 | 0.11% | −2,948−21.1% | 減碼 |
| Radnor Capital Management, LLC | 11,023 | $43.2 萬 | 0.12% | −251−2.2% | 減碼 |
| Pointe Capital Management LLC | 11,020 | $43.2 萬 | 0.32% | 00.0% | 不變 |
| Intrua Financial, LLC | 11,051 | $43.3 萬 | 0.09% | −123−1.1% | 減碼 |
| RGT Wealth Advisors, LLC | 11,100 | $43.5 萬 | 0.07% | −2,477−18.2% | 減碼 |
| Vontobel Asset Management Inc | 11,100 | $43.5 萬 | 0.00% | −298−2.6% | 減碼 |
| Financial Advisory Service, Inc. | 11,093 | $43.5 萬 | 0.05% | +628+6.0% | 加碼 |
| Zions Bancorporation, N.A. | 11,090 | $43.5 萬 | 0.04% | +1,460+15.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 11,174 | $43.8 萬 | 0.08% | −4,802−30.1% | 減碼 |
| Beaton Management Co. Inc. | 11,193 | $43.8 萬 | 0.31% | 00.0% | 不變 |
| BTR Capital Management Inc | 11,241 | $44.0 萬 | 0.06% | −50−0.4% | 減碼 |
| First Nebraska Trust Co | 11,260 | $44.1 萬 | 0.06% | −12−0.1% | 減碼 |
| Marcum Wealth, LLC | 11,295 | $44.2 萬 | 0.07% | +858+8.2% | 加碼 |
| Aj Wealth Strategies, LLC | 11,322 | $44.3 萬 | 0.02% | +9+0.1% | 加碼 |
| Leisure Capital Management | 11,310 | $44.3 萬 | 0.23% | +272+2.5% | 加碼 |
| One Wealth Advisors, LLC | 11,316 | $44.3 萬 | 0.12% | +11,316 | 新進 |
| DSC Advisors, L.P. | 11,371 | $44.5 萬 | 0.45% | −162−1.4% | 減碼 |
| Claro Advisors LLC | 11,351 | $44.5 萬 | 0.18% | −304−2.6% | 減碼 |
| Jacobi Capital Management LLC | 11,393 | $44.6 萬 | 0.06% | −848−6.9% | 減碼 |
| Global Trust Asset Management, LLC | 11,382 | $44.6 萬 | 0.22% | −97−0.8% | 減碼 |
| Douglas Lane & Associates, LLC | 11,409 | $44.7 萬 | 0.01% | −216−1.9% | 減碼 |
| Private Portfolio Partners LLC | 11,482 | $45.0 萬 | 0.13% | +7+0.1% | 加碼 |
| Modera Wealth Management, LLC | 11,494 | $45.0 萬 | 0.02% | +339+3.0% | 加碼 |
| Surevest, LLC | 11,549 | $45.2 萬 | 0.12% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 11,601 | $45.4 萬 | 0.03% | +172+1.5% | 加碼 |
| Perennial Investment Advisors, LLC | 11,661 | $45.6 萬 | 0.18% | −569−4.7% | 減碼 |
| Wealth Alliance | 11,638 | $45.6 萬 | 0.09% | +228+2.0% | 加碼 |
| Basepoint Wealth LLC | 11,669 | $45.7 萬 | 0.48% | +248+2.2% | 加碼 |
| Cornerstone Wealth Management, LLC | 11,723 | $45.9 萬 | 0.05% | −123−1.0% | 減碼 |
| Clear Creek Financial Management, LLC | 11,755 | $46.0 萬 | 0.10% | +3,899+49.6% | 加碼 |
| Montecito Bank & Trust | 11,795 | $46.2 萬 | 0.11% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 11,824 | $46.3 萬 | 0.15% | −153−1.3% | 減碼 |
| Hudock, Inc. | 11,837 | $46.3 萬 | 0.15% | +94+0.8% | 加碼 |
| Pacifica Capital Investments, LLC | 11,835 | $46.4 萬 | 0.18% | 00.0% | 不變 |
| Summit Asset Management, LLC | 11,850 | $46.4 萬 | 0.14% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 11,829 | $46.4 萬 | 0.23% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 11,837 | $46.4 萬 | 0.09% | +170+1.5% | 加碼 |
| Jacobs & Co | 11,877 | $46.5 萬 | 0.06% | +665+5.9% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 11,900 | $46.6 萬 | 0.39% | 00.0% | 不變 |
| Iowa State Bank | 11,972 | $46.9 萬 | 0.12% | −314−2.6% | 減碼 |
| London & Capital Asset Management Ltd | 12,012 | $47.1 萬 | 0.04% | +12,012 | 新進 |
| Alliance Wealth Advisors, LLC | 12,054 | $47.2 萬 | 0.41% | −161−1.3% | 減碼 |
| Total Investment Management Inc | 12,052 | $47.2 萬 | 0.09% | −84−0.7% | 減碼 |