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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 31,519 | $123.5 萬 | 0.07% | −2,783−8.1% | 減碼 |
| Koss-Olinger Consulting, LLC | 31,302 | $122.6 萬 | 0.22% | −665−2.1% | 減碼 |
| Balentine LLC | 31,167 | $122.1 萬 | 0.04% | −31,008−49.9% | 減碼 |
| Assenagon Asset Management S.A. | 31,156 | $122.0 萬 | 0.01% | −2,450−7.3% | 減碼 |
| Appleton Partners Inc | 31,117 | $121.9 萬 | 0.12% | +9,856+46.4% | 加碼 |
| Mystic Asset Management, Inc. | 31,116 | $121.8 萬 | 0.74% | +819+2.7% | 加碼 |
| Reynolds Investment Management, Inc. | 31,042 | $121.6 萬 | 0.43% | −744−2.3% | 減碼 |
| Ronald Blue Trust, Inc. | 24,758 | $120.0 萬 | 0.02% | +24,758 | 新進 |
| Sendero Wealth Management, LLC | 30,574 | $119.7 萬 | 1.15% | +9,804+47.2% | 加碼 |
| Scott & Selber, Inc. | 30,425 | $119.2 萬 | 0.54% | −316−1.0% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $119.1 萬 | 0.10% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 30,338 | $118.8 萬 | 0.35% | −27,020−47.1% | 減碼 |
| Ritholtz Wealth Management | 30,341 | $118.8 萬 | 0.07% | +4,326+16.6% | 加碼 |
| First Citizens Bank & Trust Co | 30,256 | $118.5 萬 | 0.04% | +2,455+8.8% | 加碼 |
| Meridian Investment Counsel Inc. | 30,223 | $118.4 萬 | 0.49% | −60−0.2% | 減碼 |
| Aspiriant, LLC | 30,155 | $118.2 萬 | 0.06% | −171−0.6% | 減碼 |
| Thomasville National Bank | 30,036 | $117.7 萬 | 0.13% | −1,320−4.2% | 減碼 |
| Shelton Wealth Management, LLC | 29,996 | $117.5 萬 | 1.00% | +57+0.2% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 29,744 | $116.5 萬 | 0.05% | +238+0.8% | 加碼 |
| Ergoteles LLC | 29,620 | $116.0 萬 | 0.03% | −272,951−90.2% | 減碼 |
| Peak Asset Management, LLC | 29,537 | $115.7 萬 | 0.32% | −312−1.0% | 減碼 |
| Hoylecohen, LLC | 29,515 | $115.6 萬 | 0.12% | −522−1.7% | 減碼 |
| Continuum Advisory, LLC | 29,508 | $115.6 萬 | 0.21% | +15,771+114.8% | 加碼 |
| Intrinsic Value Partners, LLC | 29,411 | $115.2 萬 | 1.47% | −3,238−9.9% | 減碼 |
| Integrated Advisors Network LLC | 29,420 | $115.2 萬 | 0.07% | +7,049+31.5% | 加碼 |
| Western Wealth Management, LLC | 29,260 | $114.6 萬 | 0.07% | −6,005−17.0% | 減碼 |
| AIA Group Ltd | 29,191 | $114.3 萬 | 0.06% | −40,672−58.2% | 減碼 |
| Spire Wealth Management | 29,183 | $114.3 萬 | 0.05% | −11,682−28.6% | 減碼 |
| Choate Investment Advisors | 29,174 | $114.3 萬 | 0.07% | +645+2.3% | 加碼 |
| Gamble Jones Investment Counsel | 29,168 | $114.3 萬 | 0.08% | +1,977+7.3% | 加碼 |
| Schechter Investment Advisors, LLC | 29,149 | $114.2 萬 | 0.11% | −4,699−13.9% | 減碼 |
| Oarsman Capital, Inc. | 29,165 | $114.2 萬 | 0.57% | −538−1.8% | 減碼 |
| Pearl River Capital, LLC | 29,138 | $114.1 萬 | 0.27% | −22,332−43.4% | 減碼 |
| Bartlett & Co. LLC | 29,122 | $114.1 萬 | 0.02% | −129−0.4% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 29,122 | $114.1 萬 | 0.02% | −129−0.4% | 減碼 |
| Chicago Partners Investment Group LLC | 25,823 | $113.3 萬 | 0.08% | +2,475+10.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 28,873 | $113.1 萬 | 0.01% | −115−0.4% | 減碼 |
| Monarch Capital Management Inc | 28,661 | $112.3 萬 | 0.33% | −500−1.7% | 減碼 |
| Soltis Investment Advisors LLC | 28,672 | $112.3 萬 | 0.16% | +4,112+16.7% | 加碼 |
| Leavell Investment Management, Inc. | 28,648 | $112.2 萬 | 0.09% | +281+1.0% | 加碼 |
| Valley National Advisers Inc | 27,942 | $112.1 萬 | 0.24% | −162−0.6% | 減碼 |
| Trust Co | 28,611 | $112.1 萬 | 0.24% | +2,575+9.9% | 加碼 |
| Signaturefd, LLC | 28,199 | $110.5 萬 | 0.04% | −4,465−13.7% | 減碼 |
| 1st Source Bank | 28,026 | $109.8 萬 | 0.08% | +209+0.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 27,961 | $109.5 萬 | 0.12% | −19,523−41.1% | 減碼 |
| Parallel Advisors, LLC | 27,916 | $109.3 萬 | 0.05% | −2,103−7.0% | 減碼 |
| Coldstream Capital Management Inc | 27,876 | $109.2 萬 | 0.04% | −2,764−9.0% | 減碼 |
| Citizens National Bank Trust Department | 27,876 | $109.2 萬 | 0.31% | 00.0% | 不變 |
| First Financial Bank - Trust Division | 27,647 | $108.3 萬 | 0.13% | −93−0.3% | 減碼 |
| Washington Trust Co | 27,613 | $108.1 萬 | 0.05% | −321−1.1% | 減碼 |
| Ironwood Investment Counsel, LLC | 27,610 | $108.1 萬 | 0.30% | +151+0.5% | 加碼 |
| Eos Management, L.P. | 27,500 | $107.7 萬 | 0.82% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 27,430 | $107.5 萬 | 0.03% | −701−2.5% | 減碼 |
| Symmetry Partners, LLC | 27,419 | $107.4 萬 | 0.07% | −43,497−61.3% | 減碼 |
| Marco Investment Management LLC | 27,298 | $106.9 萬 | 0.12% | 00.0% | 不變 |
| Mather Group, LLC. | 27,298 | $106.9 萬 | 0.02% | +1,032+3.9% | 加碼 |
| Naviter Wealth, LLC | 27,189 | $106.5 萬 | 0.44% | +27,189 | 新進 |
| Northside Capital Management, LLC | 27,127 | $106.3 萬 | 0.34% | 00.0% | 不變 |
| Vista Investment Management | 27,130 | $106.3 萬 | 0.64% | +289+1.1% | 加碼 |
| First Horizon Advisors, Inc. | 27,063 | $105.9 萬 | 0.04% | +8,774+48.0% | 加碼 |
| Clarius Group, LLC | 26,976 | $105.7 萬 | 0.11% | +932+3.6% | 加碼 |
| Insight Advisors, LLC | 24,665 | $105.5 萬 | 0.36% | +167+0.7% | 加碼 |
| Stewart & Patten Co LLC | 26,795 | $105.0 萬 | 0.19% | −11,474−30.0% | 減碼 |
| Palisade Asset Management, LLC | 26,765 | $104.8 萬 | 0.13% | −3,936−12.8% | 減碼 |
| Archford Capital Strategies, LLC | 26,683 | $104.5 萬 | 0.26% | +5,843+28.0% | 加碼 |
| Meridian Wealth Management, LLC | 26,273 | $102.9 萬 | 0.08% | +15,742+149.5% | 加碼 |
| Citadel Investment Advisory, Inc. | 26,207 | $102.7 萬 | 0.70% | −3,600−12.1% | 減碼 |
| Jeppson Wealth Management, LLC | 26,221 | $102.7 萬 | 0.44% | +2,160+9.0% | 加碼 |
| Sentry Investment Management LLC | 26,093 | $102.2 萬 | 0.46% | −5,971−18.6% | 減碼 |
| Holderness Investments Co | 26,027 | $101.9 萬 | 0.43% | −573−2.2% | 減碼 |
| Hussman Strategic Advisors, Inc. | 26,000 | $101.8 萬 | 0.18% | +26,000 | 新進 |
| Fiera Capital Corp | 25,837 | $101.3 萬 | 0.00% | 00.0% | 不變 |
| Goodwin Daniel L | 25,800 | $101.1 萬 | 0.56% | 00.0% | 不變 |
| De Burlo Group Inc | 25,736 | $100.8 萬 | 0.29% | −265,964−91.2% | 減碼 |
| Main Street Research LLC | 25,736 | $100.8 萬 | 0.26% | +3,036+13.4% | 加碼 |
| TRUE Private Wealth Advisors | 25,665 | $100.5 萬 | 0.15% | 00.0% | 不變 |
| Pflug Koory, LLC | 25,588 | $100.2 萬 | 0.58% | −1,508−5.6% | 減碼 |
| Joel Isaacson & Co., LLC | 25,524 | $100.0 萬 | 0.08% | +2,580+11.2% | 加碼 |
| Arden Trust Co | 25,434 | $99.7 萬 | 0.23% | −57−0.2% | 減碼 |
| Hancock Whitney Corp | 25,251 | $98.9 萬 | 0.04% | −2,072−7.6% | 減碼 |
| Wrapmanager Inc | 25,166 | $98.6 萬 | 0.31% | −816−3.1% | 減碼 |
| Colony Group LLC | 25,046 | $98.1 萬 | 0.02% | −491−1.9% | 減碼 |
| Buffington Mohr McNeal | 25,033 | $98.1 萬 | 0.22% | 00.0% | 不變 |
| Martin & Co Inc | 25,025 | $98.0 萬 | 0.28% | +673+2.8% | 加碼 |
| Avestar Capital, LLC | 25,010 | $98.0 萬 | 0.27% | +3,669+17.2% | 加碼 |
| Centaurus Financial, Inc. | 24,970 | $97.8 萬 | 0.10% | −101−0.4% | 減碼 |
| GFG Capital, LLC | 24,971 | $97.8 萬 | 0.30% | +359+1.5% | 加碼 |
| First City Capital Management, Inc. | 24,946 | $97.7 萬 | 0.60% | +2,210+9.7% | 加碼 |
| ZWJ Investment Counsel Inc | 24,947 | $97.7 萬 | 0.06% | +16,537+196.6% | 加碼 |
| Quantbot Technologies LP | 24,935 | $97.6 萬 | 0.09% | −91,895−78.7% | 減碼 |
| CSS LLC | 24,900 | $97.5 萬 | 0.05% | +10,170+69.0% | 加碼 |
| First National Bank Sioux Falls | 24,864 | $97.4 萬 | 1.24% | −351−1.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 24,859 | $97.4 萬 | 0.11% | +248+1.0% | 加碼 |
| Blueshift Asset Management, LLC | 24,760 | $97.0 萬 | 0.16% | +16,762+209.6% | 加碼 |
| Sawyer & Company, Inc | 24,700 | $96.7 萬 | 0.49% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 24,550 | $96.2 萬 | 0.20% | −82−0.3% | 減碼 |
| Caldwell Trust Co | 24,538 | $96.1 萬 | 0.13% | +9,577+64.0% | 加碼 |
| Cadinha & Co LLC | 24,472 | $95.9 萬 | 0.21% | 00.0% | 不變 |
| Boltwood Capital Management | 24,400 | $95.6 萬 | 0.41% | −100−0.4% | 減碼 |
| Tealwood Asset Management Inc | 24,390 | $95.5 萬 | 0.47% | −90.0% | 減碼 |