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 3 季 13F 持有人
Wells Fargo & Company 在 2022/9/30 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
- 1,963
- 較 2022 年第 2 季 −9 家
- 持有股數
- 28.1 億
- 較 2022 年第 2 季 +3,419 萬 (+1.2%)
- 總市值
- $1,130 億
- 較 2022 年第 2 季 +$43.6 億 (+4.0%)
- 新進機構
- 109
- 另有 777 家加碼
- 清倉機構
- 118
- 另有 761 家減碼
另有 25 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Anson Funds Management LP | 20,000 | $80.4 萬 | 0.15% | −20,000−50.0% | 減碼 |
| Davidson Trust Co | 19,994 | $80.4 萬 | 0.77% | −1,160−5.5% | 減碼 |
| Harbor Advisors LLC | 20,000 | $80.4 萬 | 0.22% | 00.0% | 不變 |
| Coury Firm Asset Management LLC | 20,000 | $80.4 萬 | 1.21% | 00.0% | 不變 |
| Private Wealth Group, LLC | 20,112 | $80.9 萬 | 1.26% | −1,100−5.2% | 減碼 |
| Bremer Bank National Association | 20,106 | $80.9 萬 | 0.18% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 20,196 | $81.2 萬 | 0.11% | −86−0.4% | 減碼 |
| LS Investment Advisors, LLC | 20,213 | $81.3 萬 | 0.17% | 00.0% | 不變 |
| Buckingham Strategic Partners | 20,257 | $81.5 萬 | 0.05% | +14,079+227.9% | 加碼 |
| Claris Advisors, LLC | 20,301 | $81.7 萬 | 0.94% | −3,771−15.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 20,313 | $81.7 萬 | 0.03% | −1,592−7.3% | 減碼 |
| Ameritas Advisory Services, LLC | 20,336 | $81.8 萬 | 0.05% | +351+1.8% | 加碼 |
| Agf Investments Inc. | 20,327 | $81.8 萬 | 0.01% | +20,327 | 新進 |
| First Bank & Trust | 20,372 | $82.0 萬 | 0.30% | +1,269+6.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 20,420 | $82.1 萬 | 0.07% | −1,502−6.9% | 減碼 |
| Lafayette Investments, Inc. | 20,445 | $82.2 萬 | 0.25% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 20,443 | $82.2 萬 | 0.33% | +542+2.7% | 加碼 |
| Financial Counselors Inc | 20,478 | $82.4 萬 | 0.02% | +1,176+6.1% | 加碼 |
| Bristlecone Advisors, LLC | 20,577 | $82.8 萬 | 0.11% | −689−3.2% | 減碼 |
| Investors Research Corp | 20,661 | $83.1 萬 | 0.25% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 20,753 | $83.5 萬 | 0.04% | −11,516−35.7% | 減碼 |
| Busey Wealth Management | 20,894 | $84.0 萬 | 0.04% | −1,294−5.8% | 減碼 |
| Spire Wealth Management | 20,938 | $84.2 萬 | 0.05% | −8,245−28.3% | 減碼 |
| Accredited Investors Inc. | 20,936 | $84.2 萬 | 0.10% | +393+1.9% | 加碼 |
| LMCG Investments, LLC | 20,954 | $84.3 萬 | 0.06% | −11,631−35.7% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 20,832 | $84.4 萬 | 0.08% | −1,305−5.9% | 減碼 |
| First National Trust Co | 20,978 | $84.4 萬 | 0.05% | +195+0.9% | 加碼 |
| Gilbert & Cook, Inc. | 18,029 | $84.5 萬 | 0.19% | +106+0.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 21,033 | $84.6 萬 | 0.09% | −1,605−7.1% | 減碼 |
| International Assets Investment Management, LLC | 21,142 | $85.0 萬 | 0.18% | +5,062+31.5% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 21,202 | $85.3 萬 | 0.10% | +70.0% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 21,311 | $85.7 萬 | 0.11% | +709+3.4% | 加碼 |
| Fulton Bank, N.A. | 21,409 | $86.1 萬 | 0.05% | +3,160+17.3% | 加碼 |
| Investment Management Associates Inc | 21,492 | $86.4 萬 | 0.41% | −147−0.7% | 減碼 |
| Wedmont Private Capital | 21,516 | $86.5 萬 | 0.17% | +3,147+17.1% | 加碼 |
| Argus Investors' Counsel, Inc. | 21,607 | $86.9 萬 | 0.77% | +2,641+13.9% | 加碼 |
| Argent Advisors, Inc. | 21,674 | $87.2 萬 | 0.51% | +571+2.7% | 加碼 |
| GFS Advisors, LLC | 21,750 | $87.5 萬 | 0.21% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 21,834 | $87.8 萬 | 0.04% | −67−0.3% | 減碼 |
| BLB&B Advisors, LLC | 21,867 | $87.9 萬 | 0.07% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 21,911 | $88.1 萬 | 0.15% | +40.0% | 加碼 |
| Csenge Advisory Group | 21,920 | $88.2 萬 | 0.07% | +700+3.3% | 加碼 |
| Independent Financial Group, LLC | 21,940 | $88.2 萬 | 0.08% | +563+2.6% | 加碼 |
| Engineers Gate Manager LP | 22,120 | $89.0 萬 | 0.06% | −24,279−52.3% | 減碼 |
| Westwood Holdings Group Inc. | 22,115 | $89.0 萬 | 0.01% | −284−1.3% | 減碼 |
| WP Advisors, LLC | 22,218 | $89.4 萬 | 0.40% | −530−2.3% | 減碼 |
| ARGI Investment Services, LLC | 22,275 | $89.6 萬 | 0.03% | −704−3.1% | 減碼 |
| Baker Avenue Asset Management, LP | 22,300 | $89.7 萬 | 0.06% | −523−2.3% | 減碼 |
| Jones Financial Companies LLLP | 22,310 | $89.8 萬 | 0.00% | +538+2.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 22,365 | $90.0 萬 | 0.04% | +61+0.3% | 加碼 |
| Rossmore Private Capital | 22,474 | $90.4 萬 | 0.16% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 22,501 | $90.5 萬 | 0.47% | +811+3.7% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,521 | $90.6 萬 | 0.11% | −20,900−48.1% | 減碼 |
| Stewart & Patten Co LLC | 22,525 | $90.6 萬 | 0.17% | −4,270−15.9% | 減碼 |
| Retirement Planning Co of New England, Inc. | 22,540 | $90.6 萬 | 0.65% | +96+0.4% | 加碼 |
| Excalibur Management Corp | 22,540 | $90.7 萬 | 0.51% | −273−1.2% | 減碼 |
| Alaethes Wealth LLC | 22,550 | $90.7 萬 | 0.67% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,566 | $90.8 萬 | 0.01% | −584−2.5% | 減碼 |
| Logan Capital Management Inc | 22,842 | $91.9 萬 | 0.06% | +2,043+9.8% | 加碼 |
| Bank Hapoalim BM | 23,034 | $92.6 萬 | 0.12% | +123+0.5% | 加碼 |
| Personal Capital Advisors Corp | 23,052 | $92.7 萬 | 0.01% | +8,525+58.7% | 加碼 |
| Ruffer LLP | 22,000 | $92.9 萬 | 0.06% | 00.0% | 不變 |
| F3Logic, LLC | 23,537 | $94.3 萬 | 0.20% | −85−0.4% | 減碼 |
| Appleton Partners Inc | 23,461 | $94.4 萬 | 0.09% | −7,656−24.6% | 減碼 |
| Mirabella Financial Services LLP | 23,372 | $94.7 萬 | 0.10% | −46,528−66.6% | 減碼 |
| Northwest & Ethical Investments L.P. | 23,630 | $95.0 萬 | 0.04% | 00.0% | 不變 |
| Traverso Chambers Private Wealth Management, LLC | 23,642 | $95.1 萬 | 0.29% | +20.0% | 加碼 |
| Pacific Center for Financial Services | 23,692 | $95.3 萬 | 0.37% | +8,232+53.2% | 加碼 |
| CSS LLC | 23,730 | $95.4 萬 | 0.06% | −1,170−4.7% | 減碼 |
| Equitable Holdings, Inc. | 23,983 | $96.5 萬 | 0.02% | +863+3.7% | 加碼 |
| Colony Group LLC | 24,028 | $96.6 萬 | 0.02% | −1,018−4.1% | 減碼 |
| Nicolet Bankshares Inc | 24,008 | $96.6 萬 | 0.28% | −133−0.6% | 減碼 |
| American State Bank (Iowa) | 24,081 | $96.9 萬 | 0.84% | +1,040+4.5% | 加碼 |
| Avantax Planning Partners, Inc. | 24,197 | $97.3 萬 | 0.04% | −27,202−52.9% | 減碼 |
| Laurel Wealth Advisors LLC | 24,191 | $97.3 萬 | 0.25% | +15+0.1% | 加碼 |
| Telos Capital Management, Inc. | 24,191 | $97.3 萬 | 0.16% | +3,800+18.6% | 加碼 |
| Pflug Koory, LLC | 24,301 | $97.7 萬 | 0.59% | −1,287−5.0% | 減碼 |
| Buffington Mohr McNeal | 24,283 | $97.7 萬 | 0.24% | −750−3.0% | 減碼 |
| Tealwood Asset Management Inc | 24,390 | $98.1 萬 | 0.53% | 00.0% | 不變 |
| Cadinha & Co LLC | 24,472 | $98.4 萬 | 0.33% | 00.0% | 不變 |
| Hancock Whitney Corp | 24,580 | $98.9 萬 | 0.04% | −671−2.7% | 減碼 |
| Insight Advisors, LLC | 24,665 | $99.2 萬 | 0.39% | 00.0% | 不變 |
| Sawyer & Company, Inc | 24,700 | $99.3 萬 | 0.54% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 24,918 | $100.2 萬 | 0.07% | +1,503+6.4% | 加碼 |
| Quadrant Capital Group LLC | 24,903 | $100.2 萬 | 0.13% | +2,780+12.6% | 加碼 |
| ZWJ Investment Counsel Inc | 24,947 | $100.3 萬 | 0.06% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 24,955 | $100.4 萬 | 0.12% | +96+0.4% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 24,956 | $100.4 萬 | 0.43% | +24,956 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 25,020 | $100.6 萬 | 0.25% | +941+3.9% | 加碼 |
| Empowered Funds, LLC | 25,165 | $101.2 萬 | 0.10% | +3,430+15.8% | 加碼 |
| Sunbelt Securities, Inc. | 25,187 | $101.3 萬 | 0.21% | +637+2.6% | 加碼 |
| Sawtooth Solutions, LLC | 25,196 | $101.3 萬 | 0.15% | +6,296+33.3% | 加碼 |
| Rothschild Investment Corp | 25,274 | $101.7 萬 | 0.10% | −8,325−24.8% | 減碼 |
| NVWM, LLC | 25,322 | $101.9 萬 | 0.40% | +1,729+7.3% | 加碼 |
| N.E.W. Advisory Services LLC | 25,396 | $102.1 萬 | 0.18% | +1,315+5.5% | 加碼 |
| GFG Capital, LLC | 25,442 | $102.3 萬 | 0.34% | +471+1.9% | 加碼 |
| Martin & Co Inc | 25,618 | $103.0 萬 | 0.31% | +593+2.4% | 加碼 |
| First City Capital Management, Inc. | 25,636 | $103.1 萬 | 0.68% | +690+2.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 25,626 | $103.2 萬 | 0.03% | −1,804−6.6% | 減碼 |
| TRUE Private Wealth Advisors | 25,665 | $103.2 萬 | 0.16% | 00.0% | 不變 |