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 |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 12,154 | $47.6 萬 | 0.36% | −293−2.4% | 減碼 |
| Madison Wealth Management | 12,173 | $47.7 萬 | 0.12% | −1,108−8.3% | 減碼 |
| Eqis Capital Management, Inc. | 12,178 | $47.7 萬 | 0.05% | −2,083−14.6% | 減碼 |
| Good Life Advisors, LLC | 12,194 | $47.8 萬 | 0.07% | −69−0.6% | 減碼 |
| G&S Capital LLC | 12,202 | $47.8 萬 | 0.28% | +531+4.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 12,236 | $47.9 萬 | 0.04% | +12,236 | 新進 |
| First Capital Advisors Group, LLC. | 12,250 | $48.0 萬 | 0.33% | −7,483−37.9% | 減碼 |
| Hexagon Capital Partners LLC | 12,287 | $48.1 萬 | 0.14% | +230+1.9% | 加碼 |
| Stelac Advisory Services LLC | 12,383 | $48.5 萬 | 0.19% | +8,480+217.3% | 加碼 |
| Krilogy Financial LLC | 12,500 | $49.0 萬 | 0.06% | +4,054+48.0% | 加碼 |
| Titleist Asset Management, Ltd. | 12,533 | $49.1 萬 | 0.12% | −1,565−11.1% | 減碼 |
| Liberty Wealth Management LLC | 12,548 | $49.1 萬 | 0.20% | +228+1.9% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 12,569 | $49.2 萬 | 0.13% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 12,616 | $49.4 萬 | 0.05% | −1,186−8.6% | 減碼 |
| Gryphon Financial Partners LLC | 12,626 | $49.4 萬 | 0.12% | −680−5.1% | 減碼 |
| Edge Capital Group, LLC | 12,658 | $49.6 萬 | 0.05% | +851+7.2% | 加碼 |
| Proequities, Inc. | 12,738 | $49.9 萬 | 0.04% | −308−2.4% | 減碼 |
| Flagship Harbor Advisors, LLC | 12,761 | $50.0 萬 | 0.06% | −180−1.4% | 減碼 |
| Lakeside Advisors, INC. | 12,758 | $50.0 萬 | 0.43% | 00.0% | 不變 |
| Webster Bank, N. A. | 12,863 | $50.4 萬 | 0.07% | −1,050−7.5% | 減碼 |
| Sheets Smith Wealth Management | 12,870 | $50.4 萬 | 0.08% | −600−4.5% | 減碼 |
| SkyView Investment Advisors, LLC | 12,890 | $50.5 萬 | 0.13% | −22,079−63.1% | 減碼 |
| Purus Wealth Management, LLC | 12,929 | $50.6 萬 | 0.45% | +319+2.5% | 加碼 |
| Family Legacy, Inc. | 12,800 | $50.7 萬 | 0.24% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 12,977 | $50.8 萬 | 0.05% | −4,121−24.1% | 減碼 |
| First Foundation Advisors | 12,984 | $50.9 萬 | 0.02% | −2,085−13.8% | 減碼 |
| Welch Group, LLC | 12,986 | $50.9 萬 | 0.03% | −204−1.5% | 減碼 |
| Gagnon Securities LLC | 13,056 | $51.1 萬 | 0.11% | 00.0% | 不變 |
| Well Done, LLC | 13,065 | $51.2 萬 | 0.11% | 00.0% | 不變 |
| West Bancorporation Inc | 13,091 | $51.3 萬 | 0.36% | −756−5.5% | 減碼 |
| Fort Sheridan Advisors LLC | 13,135 | $51.4 萬 | 0.17% | −810−5.8% | 減碼 |
| Johnson Investment Counsel Inc | 13,145 | $51.5 萬 | 0.01% | +548+4.4% | 加碼 |
| Weatherly Asset Management L. P. | 13,172 | $51.6 萬 | 0.07% | 00.0% | 不變 |
| Caxton Associates LP | 13,216 | $51.8 萬 | 0.06% | −14,745−52.7% | 減碼 |
| Boston Common Asset Management, LLC | 13,233 | $51.8 萬 | 0.03% | +1,043+8.6% | 加碼 |
| Sunflower Bank, N.A. | 13,246 | $51.9 萬 | 0.10% | −871−6.2% | 減碼 |
| Beach Investment Counsel Inc | 13,239 | $51.9 萬 | 0.07% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 11,471 | $51.9 萬 | 0.23% | +1,445+14.4% | 加碼 |
| Envoi LLC | 13,300 | $52.1 萬 | 1.52% | +13,300 | 新進 |
| Guardian Wealth Management, Inc. | 13,293 | $52.1 萬 | 0.56% | −139−1.0% | 減碼 |
| Knuff & Co LLC | 13,304 | $52.1 萬 | 0.23% | 00.0% | 不變 |
| Pettyjohn, Wood & White, Inc | 13,327 | $52.2 萬 | 0.12% | +1,299+10.8% | 加碼 |
| Wintrust Investments LLC | 13,437 | $52.6 萬 | 0.06% | −2,452−15.4% | 減碼 |
| Waldron Private Wealth LLC | 13,469 | $52.7 萬 | 0.03% | +897+7.1% | 加碼 |
| FineMark National Bank & Trust | 13,576 | $53.2 萬 | 0.02% | −443−3.2% | 減碼 |
| Barings LLC | 13,652 | $53.5 萬 | 0.02% | −8,968−39.6% | 減碼 |
| Chilton Capital Management LLC | 13,670 | $53.5 萬 | 0.03% | −140−1.0% | 減碼 |
| MV Capital Management, Inc. | 13,696 | $53.6 萬 | 0.09% | −548−3.8% | 減碼 |
| Woodmont Investment Counsel LLC | 13,677 | $53.6 萬 | 0.07% | −500−3.5% | 減碼 |
| South State Corp. | 13,711 | $53.7 萬 | 0.05% | −183−1.3% | 減碼 |
| AIMZ Investment Advisors, LLC | 13,729 | $53.8 萬 | 0.26% | 00.0% | 不變 |
| Front Street Capital Management, Inc. | 13,772 | $53.9 萬 | 0.13% | 00.0% | 不變 |
| Carson Advisory Inc. | 13,822 | $54.1 萬 | 0.60% | +97+0.7% | 加碼 |
| Drive Wealth Management, LLC | 13,801 | $54.1 萬 | 0.49% | +738+5.6% | 加碼 |
| Triumph Capital Management | 13,855 | $54.3 萬 | 0.29% | −349−2.5% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 13,875 | $54.3 萬 | 0.60% | 00.0% | 不變 |
| Osterweis Capital Management Inc | 13,896 | $54.4 萬 | 0.04% | 00.0% | 不變 |
| Walled Lake Planning & Wealth Management, LLC | 13,907 | $54.5 萬 | 0.38% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 13,997 | $54.8 萬 | 0.22% | −316−2.2% | 減碼 |
| Financial Advisory Corp | 14,021 | $54.9 萬 | 0.37% | +408+3.0% | 加碼 |
| GQG Partners LLC | 14,078 | $55.1 萬 | 0.00% | −117,265−89.3% | 減碼 |
| Aperture Investors, LLC | 14,100 | $55.2 萬 | 0.09% | +14,100 | 新進 |
| VELA Investment Management, LLC | 14,129 | $55.3 萬 | 0.32% | +3,347+31.0% | 加碼 |
| Heritage Wealth Management, LLC | 14,150 | $55.4 萬 | 0.18% | +18+0.1% | 加碼 |
| Two Sigma Securities, LLC | 14,173 | $55.5 萬 | 0.10% | −51,982−78.6% | 減碼 |
| Essex Savings Bank | 14,209 | $55.6 萬 | 0.21% | +179+1.3% | 加碼 |
| Shakespeare Wealth Management, Inc. | 13,999 | $55.6 萬 | 0.23% | +75+0.5% | 加碼 |
| Gradient Investments LLC | 14,227 | $55.7 萬 | 0.02% | −116−0.8% | 減碼 |
| Eclectic Associates Inc | 14,232 | $55.7 萬 | 0.37% | +2,630+22.7% | 加碼 |
| LexAurum Advisors, LLC | 14,374 | $56.3 萬 | 0.21% | +60.0% | 加碼 |
| Tocqueville Asset Management L.P. | 14,416 | $56.5 萬 | 0.01% | −86,224−85.7% | 減碼 |
| Cardiff Park Advisors, LLC | 14,443 | $56.6 萬 | 0.09% | +170+1.2% | 加碼 |
| Personal Capital Advisors Corp | 14,527 | $56.9 萬 | 0.00% | −170−1.2% | 減碼 |
| BKD Wealth Advisors, LLC | 14,540 | $57.0 萬 | 0.02% | +1,919+15.2% | 加碼 |
| Harbour Investments, Inc. | 14,547 | $57.0 萬 | 0.04% | +14,547 | 新進 |
| IPG Investment Advisors LLC | 14,593 | $57.2 萬 | 0.14% | −2,400−14.1% | 減碼 |
| Canandaigua National Corp | 14,598 | $57.2 萬 | 0.10% | −75−0.5% | 減碼 |
| Alterna Wealth Management, Inc | 14,667 | $57.5 萬 | 0.58% | −500−3.3% | 減碼 |
| Baldwin Brothers Inc | 14,700 | $57.6 萬 | 0.07% | 00.0% | 不變 |
| Brooks, Moore & Associates, Inc. | 14,733 | $57.7 萬 | 0.42% | −7,900−34.9% | 減碼 |
| PrairieView Partners, LLC | 14,777 | $57.9 萬 | 0.09% | +6,934+88.4% | 加碼 |
| Kathleen S. Wright Associates Inc. | 14,817 | $58.0 萬 | 0.49% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 14,822 | $58.1 萬 | 0.04% | +781+5.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 14,864 | $58.2 萬 | 0.15% | +2,380+19.1% | 加碼 |
| Zacks Investment Management | 14,865 | $58.2 萬 | 0.01% | +3,944+36.1% | 加碼 |
| Providence Wealth Advisors, LLC | 14,968 | $58.5 萬 | 0.42% | +1,550+11.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,960 | $58.6 萬 | 0.00% | −8,311−35.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 14,966 | $58.6 萬 | 0.04% | +2,228+17.5% | 加碼 |
| Ballentine Partners, LLC | 15,003 | $58.8 萬 | 0.02% | −2,294−13.3% | 減碼 |
| Cito Capital Group, LLC | 15,000 | $58.8 萬 | 0.32% | +3,000+25.0% | 加碼 |
| Highlander Capital Management, LLC | 15,037 | $58.9 萬 | 0.32% | −1,050−6.5% | 減碼 |
| RB Capital Management, LLC | 15,059 | $59.0 萬 | 0.22% | +47+0.3% | 加碼 |
| Kovack Advisors, Inc. | 15,133 | $59.3 萬 | 0.08% | +920+6.5% | 加碼 |
| Wakefield Asset Management LLLP | 15,143 | $59.3 萬 | 0.25% | +15,143 | 新進 |
| Frontier Wealth Management LLC | 15,245 | $59.7 萬 | 0.04% | −3,598−19.1% | 減碼 |
| Sittner & Nelson, LLC | 15,279 | $59.8 萬 | 0.39% | +937+6.5% | 加碼 |
| Steel Peak Wealth Management LLC | 15,302 | $59.9 萬 | 0.04% | −900−5.6% | 減碼 |
| Fortem Financial Group, LLC | 15,426 | $60.4 萬 | 0.40% | −4,379−22.1% | 減碼 |
| Warren Averett Asset Management, LLC | 15,396 | $60.4 萬 | 0.06% | +685+4.7% | 加碼 |
| Pacific Center for Financial Services | 15,460 | $60.6 萬 | 0.25% | +30+0.2% | 加碼 |