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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 15,555 | $60.8 萬 | 0.08% | −8,703−35.9% | 減碼 |
| Stokes Family Office, LLC | 15,525 | $60.8 萬 | 0.08% | +1,362+9.6% | 加碼 |
| Brewin Dolphin Ltd | 15,542 | $60.9 萬 | 0.03% | 00.0% | 不變 |
| O'Neil Global Advisors, Inc. | 15,618 | $61.2 萬 | 2.60% | −5,411−25.7% | 減碼 |
| Element Wealth, LLC | 15,621 | $61.2 萬 | 0.61% | +482+3.2% | 加碼 |
| Murphy Pohlad Asset Management LLC | 15,659 | $61.3 萬 | 0.27% | −821−5.0% | 減碼 |
| Stonnington Group, LLC | 15,315 | $61.4 萬 | 0.16% | −50−0.3% | 減碼 |
| Diligent Investors, LLC | 15,710 | $61.5 萬 | 0.21% | +607+4.0% | 加碼 |
| DMG Group, LLC | 15,533 | $61.5 萬 | 0.73% | +2,415+18.4% | 加碼 |
| Vista Wealth Management Group, LLC | 15,762 | $61.6 萬 | 0.09% | −2,688−14.6% | 減碼 |
| Lipe & Dalton | 15,750 | $61.7 萬 | 0.36% | +5,750+57.5% | 加碼 |
| JNBA Financial Advisors | 15,799 | $61.9 萬 | 0.09% | −155−1.0% | 減碼 |
| Arkadios Wealth Advisors | 15,801 | $61.9 萬 | 0.09% | −42−0.3% | 減碼 |
| American Trust | 15,794 | $61.9 萬 | 0.05% | +61+0.4% | 加碼 |
| Wimmer Associates 1, LLC | 15,876 | $62.2 萬 | 0.41% | 00.0% | 不變 |
| Prudent Man Advisors, LLC | 15,896 | $62.3 萬 | 0.29% | −8−0.1% | 減碼 |
| Sather Financial Group Inc | 15,936 | $62.4 萬 | 0.06% | −493−3.0% | 減碼 |
| North Star Investment Management Corp. | 15,923 | $62.4 萬 | 0.06% | +900+6.0% | 加碼 |
| Becker Capital Management Inc | 15,952 | $62.5 萬 | 0.03% | +334+2.1% | 加碼 |
| MUFG Securities EMEA plc | 15,989 | $62.6 萬 | 0.01% | +10,715+203.2% | 加碼 |
| Northeast Investment Management | 16,045 | $62.8 萬 | 0.04% | −1,478−8.4% | 減碼 |
| Fisher Asset Management, LLC | 16,020 | $62.8 萬 | 0.00% | +2,039+14.6% | 加碼 |
| Vident Investment Advisory, LLC | 16,162 | $62.9 萬 | 0.02% | −2,787−14.7% | 減碼 |
| AXS Investments LLC | 16,056 | $62.9 萬 | 0.22% | +3,457+27.4% | 加碼 |
| International Assets Investment Management, LLC | 16,080 | $63.0 萬 | 0.12% | +1,280+8.6% | 加碼 |
| Stock Yards Bank & Trust Co | 16,083 | $63.0 萬 | 0.03% | +16,083 | 新進 |
| Asahi Life Asset Management Co., Ltd. | 16,150 | $63.3 萬 | 0.17% | −590−3.5% | 減碼 |
| Foundations Investment Advisors, LLC | 16,027 | $63.3 萬 | 0.03% | +4,776+42.4% | 加碼 |
| Koshinski Asset Management, Inc. | 16,179 | $63.4 萬 | 0.06% | −1,102−6.4% | 減碼 |
| North Star Asset Management Inc | 16,198 | $63.4 萬 | 0.04% | −175−1.1% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 16,175 | $63.4 萬 | 0.13% | +11+0.1% | 加碼 |
| Citizens Financial Group Inc | 16,227 | $63.6 萬 | 0.03% | +741+4.8% | 加碼 |
| Garrison Point Advisors, LLC | 16,390 | $64.2 萬 | 0.53% | 00.0% | 不變 |
| Parsec Financial Management, Inc. | 16,412 | $64.3 萬 | 0.03% | −949−5.5% | 減碼 |
| Biondo Investment Advisors, LLC | 16,388 | $64.3 萬 | 0.14% | +16,388 | 新進 |
| Rockland Trust Co | 16,465 | $64.5 萬 | 0.04% | −5,106−23.7% | 減碼 |
| Keudell/Morrison Wealth Management | 16,516 | $64.7 萬 | 0.24% | +296+1.8% | 加碼 |
| FinTrust Capital Advisors, LLC | 14,977 | $64.7 萬 | 0.16% | +414+2.8% | 加碼 |
| Wealthspire Advisors, LLC | 16,519 | $64.7 萬 | 0.01% | +11,991+264.8% | 加碼 |
| Brookstone Capital Management | 16,174 | $65.0 萬 | 0.01% | −10,207−38.7% | 減碼 |
| XML Financial, LLC | 16,591 | $65.0 萬 | 0.15% | −628−3.6% | 減碼 |
| Cladis Investment Advisory, LLC | 16,669 | $65.3 萬 | 0.65% | −99−0.6% | 減碼 |
| GM Advisory Group, Inc. | 16,705 | $65.4 萬 | 0.10% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 16,700 | $65.4 萬 | 0.51% | 00.0% | 不變 |
| Hutner Capital Management Inc | 16,739 | $65.6 萬 | 0.43% | 00.0% | 不變 |
| Narwhal Capital Management | 16,833 | $65.9 萬 | 0.09% | −11,060−39.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 16,898 | $66.2 萬 | 0.04% | −6,229−26.9% | 減碼 |
| Mainstay Capital Management LLC | 16,902 | $66.2 萬 | 0.15% | +215+1.3% | 加碼 |
| Econ Financial Services Corp | 16,971 | $66.5 萬 | 0.54% | +2,684+18.8% | 加碼 |
| Northwest Wealth Management, LLC | 16,987 | $66.5 萬 | 0.29% | +2,742+19.2% | 加碼 |
| TrimTabs Asset Management, LLC | 17,020 | $66.7 萬 | 0.41% | −696−3.9% | 減碼 |
| Lantz Financial LLC | 17,019 | $66.7 萬 | 0.30% | +12+0.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 17,080 | $66.9 萬 | 0.05% | −33,307−66.1% | 減碼 |
| Abbrea Capital, LLC | 17,073 | $66.9 萬 | 0.11% | +62+0.4% | 加碼 |
| Richwood Investment Advisors, LLC | 17,095 | $67.0 萬 | 0.68% | 00.0% | 不變 |
| We Are One Seven, LLC | 17,144 | $67.2 萬 | 0.09% | −3,925−18.6% | 減碼 |
| Chicago Capital, LLC | 17,169 | $67.3 萬 | 0.04% | 00.0% | 不變 |
| Chiron Capital Management, LLC | 17,377 | $68.1 萬 | 0.43% | +17,377 | 新進 |
| LWM Advisory Services, LLC | 17,440 | $68.3 萬 | 0.82% | +238+1.4% | 加碼 |
| Northwest Investment Counselors, LLC | 17,461 | $68.4 萬 | 0.21% | −100−0.6% | 減碼 |
| Wharton Business Group, LLC | 17,480 | $68.5 萬 | 0.05% | +10,945+167.5% | 加碼 |
| Neumann Capital Management, LLC | 17,522 | $68.6 萬 | 0.35% | −4,000−18.6% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 17,501 | $68.6 萬 | 0.42% | +11+0.1% | 加碼 |
| Simmons Bank | 17,614 | $68.9 萬 | 0.06% | −2,408−12.0% | 減碼 |
| Summit Financial Group Inc | 17,635 | $69.1 萬 | 0.27% | −150−0.8% | 減碼 |
| Convergence Investment Partners, LLC | 17,696 | $69.3 萬 | 0.42% | −214−1.2% | 減碼 |
| Proficio Capital Partners LLC | 17,830 | $69.8 萬 | 0.13% | −307−1.7% | 減碼 |
| Gilbert & Cook, Inc. | 17,923 | $70.2 萬 | 0.13% | −10,609−37.2% | 減碼 |
| Douglass Winthrop Advisors, LLC | 17,946 | $70.3 萬 | 0.02% | +107+0.6% | 加碼 |
| Barbara Oil Co. | 18,000 | $70.5 萬 | 0.37% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 17,997 | $70.5 萬 | 0.05% | +922+5.4% | 加碼 |
| Heartland Bank & Trust Co | 18,012 | $70.6 萬 | 0.63% | +557+3.2% | 加碼 |
| Bailard, Inc. | 18,069 | $70.8 萬 | 0.03% | +9,360+107.5% | 加碼 |
| Essex Financial Services, Inc. | 18,093 | $70.9 萬 | 0.08% | −769−4.1% | 減碼 |
| GHP Investment Advisors, Inc. | 18,094 | $70.9 萬 | 0.05% | −467−2.5% | 減碼 |
| Regents of the University of California | 18,106 | $70.9 萬 | 0.14% | 00.0% | 不變 |
| Keystone Financial Services | 16,545 | $70.9 萬 | 0.39% | +292+1.8% | 加碼 |
| Fulton Bank, N.A. | 18,249 | $71.5 萬 | 0.04% | −1,121−5.8% | 減碼 |
| AdvisorNet Financial, Inc | 18,356 | $71.9 萬 | 0.07% | −2,403−11.6% | 減碼 |
| Wedmont Private Capital | 18,369 | $72.0 萬 | 0.16% | +2,770+17.8% | 加碼 |
| Principle Wealth Partners LLC | 18,434 | $72.2 萬 | 0.09% | −146−0.8% | 減碼 |
| Lebenthal Global Advisors, LLC | 18,508 | $72.4 萬 | 0.35% | +5,433+41.6% | 加碼 |
| CoreFirst Bank & Trust | 18,615 | $72.9 萬 | 0.58% | −2,964−13.7% | 減碼 |
| Novare Capital Management LLC | 18,625 | $73.0 萬 | 0.09% | +875+4.9% | 加碼 |
| Stevens Capital Management LP | 18,736 | $73.4 萬 | 0.51% | −43,963−70.1% | 減碼 |
| Mengis Capital Management, Inc. | 18,752 | $73.4 萬 | 0.16% | −4,407−19.0% | 減碼 |
| Prio Wealth Limited Partnership | 18,756 | $73.5 萬 | 0.03% | −250−1.3% | 減碼 |
| Foresight Wealth Management, LLC | 18,771 | $73.5 萬 | 0.26% | 00.0% | 不變 |
| YorkBridge Wealth Partners, LLC | 18,767 | $73.5 萬 | 0.19% | +79+0.4% | 加碼 |
| Selway Asset Management | 18,800 | $73.6 萬 | 0.41% | +18,800 | 新進 |
| Sawtooth Solutions, LLC | 18,900 | $74.0 萬 | 0.10% | +5,242+38.4% | 加碼 |
| Argus Investors' Counsel, Inc. | 18,966 | $74.3 萬 | 0.55% | +1,003+5.6% | 加碼 |
| Icapital Wealth LLC | 19,000 | $74.4 萬 | 0.47% | 00.0% | 不變 |
| Triad Investment Management | 19,036 | $74.6 萬 | 1.10% | 00.0% | 不變 |
| First Bank & Trust | 19,103 | $74.8 萬 | 0.24% | −459−2.3% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 19,157 | $75.0 萬 | 0.23% | −588−3.0% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 19,182 | $75.1 萬 | 0.02% | −74,340−79.5% | 減碼 |
| Glynn Capital Management LLC | 19,165 | $75.1 萬 | 0.16% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 19,184 | $75.1 萬 | 0.38% | +11,677+155.5% | 加碼 |
| Ascent Group, LLC | 17,137 | $75.2 萬 | 0.09% | +4,206+32.5% | 加碼 |