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 |
|---|---|---|---|---|---|
| Red Cedar Capital, LLC | 129,156 | $505.9 萬 | 3.42% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 128,849 | $504.7 萬 | 2.01% | +1,540+1.2% | 加碼 |
| Montag A & Associates Inc | 126,289 | $494.7 萬 | 0.32% | −11,493−8.3% | 減碼 |
| Semmax Financial Advisors Inc. | 108,746 | $485.3 萬 | 1.98% | +10,734+11.0% | 加碼 |
| RBF Capital, LLC | 100,000 | $484.6 萬 | 0.34% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 123,380 | $483.3 萬 | 0.33% | +550.0% | 加碼 |
| Fayez Sarofim & Co | 120,729 | $472.9 萬 | 0.02% | +250+0.2% | 加碼 |
| Meritage Portfolio Management | 120,305 | $471.2 萬 | 0.37% | +1,986+1.7% | 加碼 |
| Harspring Capital Management, LLC | 120,000 | $470.0 萬 | 1.05% | −45,000−27.3% | 減碼 |
| River & Mercantile Asset Management LLP | 119,071 | $466.4 萬 | 0.83% | −18,759−13.6% | 減碼 |
| Sowell Financial Services LLC | 118,891 | $465.7 萬 | 0.43% | +95,998+419.3% | 加碼 |
| Thompson Investment Management, Inc. | 118,776 | $465.2 萬 | 0.81% | +8,870+8.1% | 加碼 |
| First National Bank of Omaha | 117,073 | $458.6 萬 | 0.28% | −5,445−4.4% | 減碼 |
| EP Wealth Advisors, LLC | 116,866 | $457.8 萬 | 0.10% | +2,574+2.3% | 加碼 |
| PFG Advisors | 116,373 | $455.8 萬 | 0.52% | +2,399+2.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 115,886 | $453.9 萬 | 0.49% | +3,834+3.4% | 加碼 |
| TD Private Client Wealth LLC | 115,813 | $453.6 萬 | 0.22% | −100−0.1% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 114,383 | $448.0 萬 | 1.05% | +93,270+441.8% | 加碼 |
| Assetmark, Inc | 114,166 | $447.2 萬 | 0.02% | +61,797+118.0% | 加碼 |
| Boenning & Scattergood, Inc. | 113,606 | $445.0 萬 | 0.84% | +4,849+4.5% | 加碼 |
| Cipher Capital LP | 112,776 | $441.7 萬 | 1.00% | +112,776 | 新進 |
| MSD Partners, L.P. | 112,325 | $440.0 萬 | 0.33% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 110,890 | $434.4 萬 | 0.40% | −2,550−2.2% | 減碼 |
| Baxter Bros Inc | 109,265 | $428.0 萬 | 0.77% | −4,204−3.7% | 減碼 |
| Bluefin Capital Management, LLC | 106,733 | $423.8 萬 | 0.58% | +31,913+42.7% | 加碼 |
| Hutchinson Capital Management | 107,696 | $421.8 萬 | 1.09% | +83,607+347.1% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 107,166 | $419.8 萬 | 0.42% | +749+0.7% | 加碼 |
| Intact Investment Management Inc. | 106,600 | $417.6 萬 | 0.13% | +36,800+52.7% | 加碼 |
| BTC Capital Management, Inc. | 106,060 | $415.3 萬 | 0.51% | +12,928+13.9% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 105,909 | $414.8 萬 | 0.63% | +850+0.8% | 加碼 |
| Advisory Services Network, LLC | 105,617 | $413.7 萬 | 0.14% | +2,506+2.4% | 加碼 |
| Dorchester Wealth Management Co | 105,558 | $413.5 萬 | 0.82% | −1,825−1.7% | 減碼 |
| BerganKDV Wealth Management, LLC | 105,483 | $413.2 萬 | 0.47% | +150.0% | 加碼 |
| Shelton Capital Management | 104,851 | $410.7 萬 | 0.19% | +6,951+7.1% | 加碼 |
| Winslow Asset Management Inc | 104,550 | $409.5 萬 | 0.99% | −3,135−2.9% | 減碼 |
| King Luther Capital Management Corp | 104,122 | $407.8 萬 | 0.02% | +52,116+100.2% | 加碼 |
| Regentatlantic Capital LLC | 103,919 | $407.1 萬 | 0.13% | −330.0% | 減碼 |
| Asio Capital, LLC | 103,890 | $406.9 萬 | 1.28% | +6,355+6.5% | 加碼 |
| Pioneer Trust Bank N A | 103,185 | $404.1 萬 | 1.31% | −1,600−1.5% | 減碼 |
| Barr E S & Co | 103,069 | $403.7 萬 | 0.33% | −3,578−3.4% | 減碼 |
| Eudaimonia Partners, LLC | 102,677 | $402.2 萬 | 0.74% | +613+0.6% | 加碼 |
| Horizon Wealth Management, LLC | 102,101 | $399.9 萬 | 1.66% | −2,477−2.4% | 減碼 |
| Shell Asset Management Co | 101,857 | $399.0 萬 | 0.12% | +1,036+1.0% | 加碼 |
| Redpoint Investment Management Pty Ltd | 100,987 | $395.6 萬 | 0.47% | 00.0% | 不變 |
| Tiaa, FSB | 100,822 | $394.9 萬 | 0.02% | −19,387−16.1% | 減碼 |
| Perigon Wealth Management, LLC | 100,726 | $394.5 萬 | 0.33% | +319+0.3% | 加碼 |
| California First Leasing Corp | 100,400 | $393.3 萬 | 2.99% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 100,069 | $392.0 萬 | 0.37% | +13,344+15.4% | 加碼 |
| Bizma Investimentos Ltda | 100,000 | $391.7 萬 | 2.79% | 00.0% | 不變 |
| Boothe Investment Group, Inc. | 98,035 | $391.4 萬 | 3.31% | +1,518+1.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 99,451 | $389.5 萬 | 0.09% | −1,904−1.9% | 減碼 |
| Hoertkorn Richard Charles | 99,386 | $389.3 萬 | 2.14% | −2,000−2.0% | 減碼 |
| Kerrisdale Advisers, LLC | 98,572 | $386.1 萬 | 1.22% | +98,572 | 新進 |
| Winton Group Ltd | 98,532 | $385.9 萬 | 0.20% | +38,467+64.0% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 98,288 | $385.0 萬 | 0.50% | −6,631−6.3% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 97,934 | $383.6 萬 | 2.05% | −2,110−2.1% | 減碼 |
| Sompo Asset Management Co., Ltd. | 97,620 | $382.3 萬 | 0.97% | +400+0.4% | 加碼 |
| Qube Research & Technologies Ltd | 97,470 | $381.8 萬 | 0.03% | −1,153,873−92.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 97,400 | $381.5 萬 | 0.02% | −1,437,000−93.7% | 減碼 |
| Twin Capital Management Inc | 96,142 | $376.6 萬 | 0.48% | +9,275+10.7% | 加碼 |
| RFG Advisory, LLC | 85,794 | $375.4 萬 | 0.22% | −1,165−1.3% | 減碼 |
| Pictet Bank & Trust Ltd | 95,729 | $375.0 萬 | 2.58% | −2,521−2.6% | 減碼 |
| Unison Asset Management LLC | 95,100 | $372.5 萬 | 3.64% | +8,548+9.9% | 加碼 |
| Long Focus Capital Management, LLC | 95,000 | $372.1 萬 | 0.75% | 00.0% | 不變 |
| Wedbush Securities Inc | 94,923 | $371.8 萬 | 0.20% | −1,052−1.1% | 減碼 |
| Elgethun Capital Management | 95,152 | $371.4 萬 | 1.44% | +2,727+3.0% | 加碼 |
| Avantax Advisory Services, Inc. | 94,478 | $370.1 萬 | 0.06% | −5,504−5.5% | 減碼 |
| Sepio Capital, LP | 93,728 | $367.1 萬 | 0.37% | +56,624+152.6% | 加碼 |
| Oliver Luxxe Assets LLC | 92,941 | $364.0 萬 | 1.08% | +2,764+3.1% | 加碼 |
| Gyon Technologies Capital Management, LP | 92,742 | $363.3 萬 | 1.02% | +92,742 | 新進 |
| Brookmont Capital Management | 92,354 | $361.8 萬 | 2.49% | −1,174−1.3% | 減碼 |
| Cornercap Investment Counsel Inc | 92,030 | $360.4 萬 | 0.63% | +9,258+11.2% | 加碼 |
| Teza Capital Management LLC | 91,754 | $359.4 萬 | 1.38% | +28,471+45.0% | 加碼 |
| Western Financial Corporation | 91,506 | $358.4 萬 | 2.55% | −440.0% | 減碼 |
| Concentric Wealth Management, LLC | 91,496 | $358.4 萬 | 1.21% | +1,575+1.8% | 加碼 |
| Covington Capital Management | 91,485 | $358.3 萬 | 0.15% | −2,009−2.1% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $356.1 萬 | 0.18% | 00.0% | 不變 |
| Madison Asset Management, LLC | 90,162 | $353.2 萬 | 0.06% | +90,162 | 新進 |
| Pacer Advisors, Inc. | 90,131 | $353.0 萬 | 0.03% | −207,854−69.8% | 減碼 |
| Prudential PLC | 90,086 | $352.9 萬 | 0.06% | −17,981−16.6% | 減碼 |
| Advisor Partners LLC | 89,498 | $350.6 萬 | 0.25% | −6,051−6.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 88,738 | $347.6 萬 | 0.05% | −54,556−38.1% | 減碼 |
| Gifford Fong Associates | 88,052 | $344.9 萬 | 0.80% | 00.0% | 不變 |
| NBW Capital LLC | 87,442 | $342.5 萬 | 0.94% | −1,911−2.1% | 減碼 |
| Fiduciary Trust Co | 87,277 | $341.9 萬 | 0.07% | −4,552−5.0% | 減碼 |
| Geneos Wealth Management Inc. | 85,380 | $340.8 萬 | 0.17% | −5,875−6.4% | 減碼 |
| Peapack Gladstone Financial Corp | 87,008 | $340.8 萬 | 0.08% | +2,725+3.2% | 加碼 |
| Independent Advisor Alliance | 86,956 | $340.6 萬 | 0.19% | −4,166−4.6% | 減碼 |
| Regions Financial Corp | 86,595 | $339.2 萬 | 0.03% | +1,263+1.5% | 加碼 |
| Wesleyan Assurance Society | 86,500 | $338.8 萬 | 0.48% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 86,188 | $337.6 萬 | 0.26% | +7,317+9.3% | 加碼 |
| Pinnacle Bancorp, Inc. | 85,690 | $335.6 萬 | 1.38% | +2,228+2.7% | 加碼 |
| Woodward Diversified Capital, LLC | 85,379 | $334.4 萬 | 2.56% | −1,189−1.4% | 減碼 |
| Connable Office Inc | 84,859 | $332.4 萬 | 0.51% | +84,859 | 新進 |
| Checchi Capital Advisers, LLC | 75,521 | $331.3 萬 | 0.33% | −1,187−1.5% | 減碼 |
| Factorial Partners, LLC | 82,900 | $324.7 萬 | 2.64% | +18,300+28.3% | 加碼 |
| Prospera Financial Services Inc | 82,620 | $323.6 萬 | 0.17% | +10,299+14.2% | 加碼 |
| American Portfolios Advisors | 82,500 | $323.2 萬 | 0.13% | −352−0.4% | 減碼 |
| Sigma Planning Corp | 82,335 | $322.5 萬 | 0.12% | −4,908−5.6% | 減碼 |
| Empirical Finance, LLC | 82,262 | $322.2 萬 | 0.41% | +4,115+5.3% | 加碼 |