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 |
|---|---|---|---|---|---|
| Conning Inc. | 40,760 | $159.7 萬 | 0.05% | −236−0.6% | 減碼 |
| KG&L Capital Management,LLC | 40,691 | $159.4 萬 | 0.86% | −544−1.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 40,686 | $159.4 萬 | 0.36% | +505+1.3% | 加碼 |
| Avidian Wealth Solutions, LLC | 40,644 | $159.2 萬 | 0.11% | +1,062+2.7% | 加碼 |
| Spears Abacus Advisors LLC | 40,380 | $158.2 萬 | 0.14% | 00.0% | 不變 |
| Hollow Brook Wealth Management LLC | 40,147 | $157.3 萬 | 0.86% | −568−1.4% | 減碼 |
| Heartland Advisors Inc | 40,158 | $157.2 萬 | 0.11% | +189+0.5% | 加碼 |
| Jackson Hole Capital Partners, LLC | 40,125 | $157.2 萬 | 0.49% | +5,495+15.9% | 加碼 |
| Qtron Investments LLC | 40,054 | $156.9 萬 | 0.34% | +2,865+7.7% | 加碼 |
| Ulysses Management LLC | 40,000 | $156.7 萬 | 0.41% | −145,000−78.4% | 減碼 |
| Anson Funds Management LP | 40,000 | $156.7 萬 | 0.22% | −20,000−33.3% | 減碼 |
| Resources Investment Advisors, LLC. | 39,901 | $156.3 萬 | 0.07% | −2,934−6.8% | 減碼 |
| CPWM, LLC | 39,660 | $155.3 萬 | 0.14% | +293+0.7% | 加碼 |
| One Capital Management, LLC | 39,577 | $155.0 萬 | 0.09% | 00.0% | 不變 |
| Lincoln National Corp | 39,493 | $154.7 萬 | 0.04% | −4,559−10.3% | 減碼 |
| Evercore Wealth Management, LLC | 39,450 | $154.6 萬 | 0.03% | +65+0.2% | 加碼 |
| Cullinan Associates Inc | 39,481 | $154.6 萬 | 0.09% | +14,211+56.2% | 加碼 |
| Chemistry Wealth Management LLC | 39,434 | $154.5 萬 | 0.59% | −228−0.6% | 減碼 |
| Next Level Private LLC | 39,434 | $154.5 萬 | 0.59% | +39,434 | 新進 |
| Patton Fund Management, Inc. | 39,402 | $154.3 萬 | 0.58% | −26,235−40.0% | 減碼 |
| Eagle Rock Investment Company, LLC | 39,272 | $153.8 萬 | 0.38% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 39,253 | $153.8 萬 | 0.11% | 00.0% | 不變 |
| Enterprise Trust & Investment Co | 39,010 | $152.8 萬 | 0.64% | +35+0.1% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 38,985 | $152.7 萬 | 0.50% | +38,985 | 新進 |
| Oldfather Financial Services, LLC | 34,887 | $152.5 萬 | 0.87% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 38,857 | $152.2 萬 | 0.16% | −2,029−5.0% | 減碼 |
| Cornerstone Investment Partners, LLC | 38,763 | $151.8 萬 | 0.10% | 00.0% | 不變 |
| Cunning Capital Partners, LP | 38,675 | $151.5 萬 | 1.17% | +7,675+24.8% | 加碼 |
| AMG National Trust Bank | 37,250 | $150.6 萬 | 0.06% | +2,569+7.4% | 加碼 |
| Fund Management at Engine No. 1 LLC | 38,270 | $149.9 萬 | 0.40% | +5,377+16.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 38,239 | $149.8 萬 | 0.06% | −1,753−4.4% | 減碼 |
| Miller Investment Management, LP | 38,182 | $149.6 萬 | 0.31% | 00.0% | 不變 |
| Bowling Portfolio Management LLC | 37,827 | $148.2 萬 | 0.37% | −146−0.4% | 減碼 |
| Sterling Investment Management, Inc. | 37,790 | $148.0 萬 | 1.23% | −2,534−6.3% | 減碼 |
| Trust Co of Toledo NA | 37,735 | $147.8 萬 | 0.26% | −25−0.1% | 減碼 |
| Cutler Group LP | 37,721 | $147.7 萬 | 0.20% | +2,520+7.2% | 加碼 |
| Yarbrough Capital, LLC | 37,485 | $146.8 萬 | 0.11% | 00.0% | 不變 |
| Forum Financial Management, LP | 37,317 | $146.2 萬 | 0.07% | −1,623−4.2% | 減碼 |
| InterOcean Capital Group, LLC | 37,201 | $145.7 萬 | 0.06% | +16,657+81.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 37,195 | $145.7 萬 | 0.11% | +24,944+203.6% | 加碼 |
| Gotham Asset Management, LLC | 37,127 | $145.4 萬 | 0.05% | −34,007−47.8% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 37,103 | $145.3 萬 | 0.03% | 00.0% | 不變 |
| Hedges Asset Management LLC | 37,100 | $145.3 萬 | 1.37% | 00.0% | 不變 |
| Bennett Selby Investments LP | 36,972 | $144.8 萬 | 1.12% | −335−0.9% | 減碼 |
| Columbus Macro, LLC | 36,918 | $144.6 萬 | 0.55% | −477−1.3% | 減碼 |
| Auxier Asset Management | 36,817 | $144.2 萬 | 0.26% | −20−0.1% | 減碼 |
| Private Trust Co NA | 36,818 | $144.2 萬 | 0.22% | +1,376+3.9% | 加碼 |
| Voya Financial Advisors, Inc. | 36,309 | $144.2 萬 | 0.18% | +4,158+12.9% | 加碼 |
| Brinker Capital Investments, LLC | 36,635 | $143.5 萬 | 0.03% | +607+1.7% | 加碼 |
| Marks Group Wealth Management, Inc | 36,397 | $142.5 萬 | 0.21% | +7,982+28.1% | 加碼 |
| Apella Capital, LLC | 36,325 | $142.3 萬 | 0.17% | +15,645+75.7% | 加碼 |
| Marotta Asset Management | 35,630 | $142.2 萬 | 0.35% | −199−0.6% | 減碼 |
| Trinity Financial Advisors LLC | 36,136 | $141.5 萬 | 1.04% | +1,551+4.5% | 加碼 |
| Neville Rodie & Shaw Inc | 36,056 | $141.2 萬 | 0.13% | −3,548−9.0% | 減碼 |
| Hightower 6M Holding, LLC | 35,978 | $140.9 萬 | 0.12% | −536−1.5% | 減碼 |
| American Money Management, LLC | 35,916 | $140.7 萬 | 0.41% | −1,095−3.0% | 減碼 |
| Peterson Financial Group, Inc. | 35,898 | $140.6 萬 | 1.32% | +2,876+8.7% | 加碼 |
| Carnegie Capital Asset Management, LLC | 35,487 | $139.0 萬 | 0.06% | +8,137+29.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 35,450 | $138.9 萬 | 0.06% | −29,312−45.3% | 減碼 |
| Quantinno Capital Management LP | 35,339 | $138.4 萬 | 0.20% | +2,921+9.0% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 35,319 | $138.3 萬 | 0.29% | −1,124−3.1% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 35,194 | $137.9 萬 | 0.10% | −3,194−8.3% | 減碼 |
| 44 Wealth Management LLC | 35,189 | $137.8 萬 | 0.53% | +256+0.7% | 加碼 |
| United Fire Group Inc | 35,086 | $137.4 萬 | 0.84% | 00.0% | 不變 |
| AF Advisors, Inc. | 35,040 | $137.3 萬 | 0.87% | +3,000+9.4% | 加碼 |
| Carret Asset Management, LLC | 34,985 | $137.0 萬 | 0.19% | −1,025−2.8% | 減碼 |
| CAPROCK Group, Inc. | 34,853 | $136.5 萬 | 0.13% | −900−2.5% | 減碼 |
| Northwest Capital Management Inc | 34,823 | $136.4 萬 | 0.71% | +90.0% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 34,708 | $136.0 萬 | 0.96% | −1,852−5.1% | 減碼 |
| Park Avenue Securities LLC | 34,394 | $134.7 萬 | 0.03% | +3,399+11.0% | 加碼 |
| Maven Securities LTD | 34,396 | $134.7 萬 | 0.24% | +22,096+179.6% | 加碼 |
| SeaCrest Wealth Management, LLC | 34,315 | $134.4 萬 | 0.17% | +2,237+7.0% | 加碼 |
| HB Wealth Management, LLC | 33,757 | $132.2 萬 | 0.03% | −3,708−9.9% | 減碼 |
| Meiji Yasuda Life Insurance Co | 33,692 | $132.0 萬 | 0.02% | −1,000−2.9% | 減碼 |
| Rothschild Investment Corp | 33,599 | $131.6 萬 | 0.12% | −50−0.1% | 減碼 |
| Ancora Advisors, LLC | 33,523 | $131.4 萬 | 0.04% | −944−2.7% | 減碼 |
| Integrated Wealth Concepts LLC | 33,515 | $131.3 萬 | 0.04% | +1,316+4.1% | 加碼 |
| Founders Financial Securities LLC | 33,404 | $130.8 萬 | 0.26% | +230+0.7% | 加碼 |
| Lee Financial Co | 33,213 | $130.1 萬 | 0.24% | −49−0.1% | 減碼 |
| Compagnie Lombard Odier SCmA | 33,177 | $129.9 萬 | 0.03% | −87,927−72.6% | 減碼 |
| Sterneck Capital Management, LLC | 33,043 | $129.4 萬 | 0.87% | +810+2.5% | 加碼 |
| Cowen and Company, LLC | 32,990 | $129.2 萬 | 0.13% | −3,793−10.3% | 減碼 |
| Duff & Phelps Investment Management Co | 32,640 | $127.9 萬 | 0.02% | 00.0% | 不變 |
| LMCG Investments, LLC | 32,585 | $127.6 萬 | 0.09% | −478−1.4% | 減碼 |
| AlphaStar Capital Management, LLC | 32,571 | $127.6 萬 | 0.12% | +160+0.5% | 加碼 |
| Grimes & Company, Inc. | 32,368 | $126.8 萬 | 0.06% | −214−0.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 32,361 | $126.7 萬 | 0.05% | +1,344+4.3% | 加碼 |
| Tradition Wealth Management, LLC | 32,282 | $126.4 萬 | 0.18% | −1,901−5.6% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 32,269 | $126.4 萬 | 0.06% | +16,234+101.2% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $126.1 萬 | 0.50% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 32,180 | $126.0 萬 | 0.10% | +878+2.8% | 加碼 |
| Circle Wealth Management, LLC | 32,136 | $125.9 萬 | 0.20% | −31,530−49.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 32,087 | $125.7 萬 | 0.07% | −4,399−12.1% | 減碼 |
| Smith Shellnut Wilson LLC | 31,856 | $124.8 萬 | 0.77% | −4,693−12.8% | 減碼 |
| Banque Cantonale Vaudoise | 31,850 | $124.7 萬 | 0.06% | −800−2.5% | 減碼 |
| Redwood Investment Management, LLC | 31,793 | $124.5 萬 | 0.21% | +3,167+11.1% | 加碼 |
| Leonteq Securities AG | 31,765 | $124.4 萬 | 0.06% | +21,526+210.2% | 加碼 |
| Everett Harris & Co | 31,699 | $124.2 萬 | 0.02% | −8,487−21.1% | 減碼 |
| Pathstone Family Office, LLC | 31,699 | $124.2 萬 | 0.03% | +3,395+12.0% | 加碼 |
| Michael B. Yongue | 31,633 | $123.9 萬 | 1.09% | +4,059+14.7% | 加碼 |