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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 25,706 | $103.4 萬 | 0.15% | +1,168+4.8% | 加碼 |
| Rehmann Capital Advisory Group | 25,716 | $103.4 萬 | 0.11% | +2,585+11.2% | 加碼 |
| Goodwin Daniel L | 25,800 | $103.7 萬 | 0.60% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 25,871 | $103.9 萬 | 0.04% | −1,192−4.4% | 減碼 |
| Joel Isaacson & Co., LLC | 25,830 | $103.9 萬 | 0.09% | +306+1.2% | 加碼 |
| Quantbot Technologies LP | 25,887 | $104.1 萬 | 0.08% | +952+3.8% | 加碼 |
| Pitcairn Co | 25,884 | $104.1 萬 | 0.12% | +2,186+9.2% | 加碼 |
| Jeppson Wealth Management, LLC | 25,933 | $104.3 萬 | 0.47% | −288−1.1% | 減碼 |
| Hussman Strategic Advisors, Inc. | 26,000 | $104.6 萬 | 0.18% | 00.0% | 不變 |
| Holderness Investments Co | 26,034 | $104.7 萬 | 0.48% | +70.0% | 加碼 |
| Sentry Investment Management LLC | 26,093 | $104.9 萬 | 0.50% | 00.0% | 不變 |
| Arden Trust Co | 26,080 | $104.9 萬 | 0.27% | +646+2.5% | 加碼 |
| Foundations Investment Advisors, LLC | 26,074 | $104.9 萬 | 0.05% | +10,047+62.7% | 加碼 |
| Evergreen Capital Management LLC | 26,159 | $105.2 萬 | 0.06% | +3,729+16.6% | 加碼 |
| Boit C F David | 26,163 | $105.2 萬 | 0.86% | +26,163 | 新進 |
| Wrapmanager Inc | 26,263 | $105.6 萬 | 0.36% | +1,097+4.4% | 加碼 |
| Fisher Asset Management, LLC | 26,250 | $105.6 萬 | 0.00% | +10,230+63.9% | 加碼 |
| Citadel Investment Advisory, Inc. | 26,357 | $106.0 萬 | 0.81% | +150+0.6% | 加碼 |
| IMC-Chicago, LLC | 26,407 | $106.2 萬 | 0.09% | +26,407 | 新進 |
| Trust Co of Toledo NA | 26,575 | $106.9 萬 | 0.21% | −11,160−29.6% | 減碼 |
| First Financial Bank - Trust Division | 26,641 | $107.1 萬 | 0.13% | −1,006−3.6% | 減碼 |
| Palisade Asset Management, LLC | 26,765 | $107.6 萬 | 0.15% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 26,974 | $108.5 萬 | 0.02% | −6,718−19.9% | 減碼 |
| Northside Capital Management, LLC | 27,127 | $109.1 萬 | 0.35% | 00.0% | 不變 |
| Koss-Olinger Consulting, LLC | 27,300 | $109.8 萬 | 0.19% | −4,002−12.8% | 減碼 |
| Marco Investment Management LLC | 27,298 | $109.8 萬 | 0.14% | 00.0% | 不變 |
| Ironwood Investment Counsel, LLC | 27,369 | $110.0 萬 | 0.31% | −241−0.9% | 減碼 |
| Courier Capital LLC | 27,386 | $110.1 萬 | 0.14% | +4,201+18.1% | 加碼 |
| Ballentine Partners, LLC | 27,437 | $110.3 萬 | 0.04% | +12,434+82.9% | 加碼 |
| Soltis Investment Advisors LLC | 27,467 | $110.5 萬 | 0.17% | −1,205−4.2% | 減碼 |
| Eos Management, L.P. | 27,500 | $110.6 萬 | 1.16% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 27,577 | $110.7 萬 | 0.03% | −5,600−16.9% | 減碼 |
| Carnegie Capital Asset Management, LLC | 27,601 | $111.0 萬 | 0.05% | −7,886−22.2% | 減碼 |
| AlphaStar Capital Management, LLC | 27,649 | $111.2 萬 | 0.12% | −4,922−15.1% | 減碼 |
| Ronald Blue Trust, Inc. | 28,491 | $111.6 萬 | 0.02% | +3,733+15.1% | 加碼 |
| Hoylecohen, LLC | 27,807 | $111.8 萬 | 0.12% | −1,708−5.8% | 減碼 |
| Citizens National Bank Trust Department | 27,798 | $111.8 萬 | 0.35% | −78−0.3% | 減碼 |
| Archford Capital Strategies, LLC | 27,968 | $112.5 萬 | 0.29% | +1,285+4.8% | 加碼 |
| Monarch Capital Management Inc | 28,004 | $112.6 萬 | 0.37% | −657−2.3% | 減碼 |
| 1st Source Bank | 27,991 | $112.6 萬 | 0.08% | −35−0.1% | 減碼 |
| Bartlett & Co. LLC | 28,047 | $112.8 萬 | 0.02% | −1,075−3.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 28,047 | $112.8 萬 | 0.02% | −1,075−3.7% | 減碼 |
| Naviter Wealth, LLC | 28,070 | $112.9 萬 | 0.46% | +881+3.2% | 加碼 |
| Centaurus Financial, Inc. | 28,147 | $113.2 萬 | 0.11% | +3,177+12.7% | 加碼 |
| Oarsman Capital, Inc. | 28,423 | $114.3 萬 | 0.61% | −742−2.5% | 減碼 |
| Symmetry Partners, LLC | 28,548 | $114.8 萬 | 0.08% | +1,129+4.1% | 加碼 |
| Heartland Advisors Inc | 28,570 | $114.9 萬 | 0.09% | −11,588−28.9% | 減碼 |
| Washington Trust Co | 28,589 | $115.0 萬 | 0.06% | +976+3.5% | 加碼 |
| Peak Asset Management, LLC | 28,621 | $115.1 萬 | 0.33% | −916−3.1% | 減碼 |
| HAP Trading, LLC | 28,702 | $115.4 萬 | 0.15% | −48,553−62.8% | 減碼 |
| Wipfli Financial Advisors LLC, | 28,782 | $115.8 萬 | 0.08% | +28,782 | 新進 |
| Thomasville National Bank | 28,811 | $115.9 萬 | 0.14% | −1,225−4.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 28,878 | $116.1 萬 | 0.01% | +50.0% | 加碼 |
| Coastal Investment Advisors, Inc. | 28,956 | $116.5 萬 | 0.31% | +7,706+36.3% | 加碼 |
| Choate Investment Advisors | 29,030 | $116.8 萬 | 0.08% | −144−0.5% | 減碼 |
| Gamble Jones Investment Counsel | 29,168 | $117.3 萬 | 0.10% | 00.0% | 不變 |
| Clarius Group, LLC | 29,295 | $117.8 萬 | 0.12% | +2,319+8.6% | 加碼 |
| Intrinsic Value Partners, LLC | 29,311 | $117.9 萬 | 1.64% | −100−0.3% | 減碼 |
| Vista Investment Management | 29,308 | $117.9 萬 | 0.73% | +2,178+8.0% | 加碼 |
| Sendero Wealth Management, LLC | 29,411 | $118.3 萬 | 0.49% | −1,163−3.8% | 減碼 |
| Sterling Investment Management, Inc. | 29,482 | $118.6 萬 | 1.00% | −8,308−22.0% | 減碼 |
| First Citizens Bank & Trust Co | 29,493 | $118.6 萬 | 0.04% | −763−2.5% | 減碼 |
| Aspiriant, LLC | 29,944 | $120.3 萬 | 0.06% | −211−0.7% | 減碼 |
| Leavell Investment Management, Inc. | 29,985 | $120.6 萬 | 0.10% | +1,337+4.7% | 加碼 |
| Shelton Wealth Management, LLC | 30,162 | $121.3 萬 | 1.08% | +166+0.6% | 加碼 |
| Meridian Investment Counsel Inc. | 30,241 | $121.6 萬 | 0.54% | +18+0.1% | 加碼 |
| Integrated Advisors Network LLC | 30,321 | $122.0 萬 | 0.08% | +901+3.1% | 加碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $122.3 萬 | 0.11% | 00.0% | 不變 |
| Continuum Advisory, LLC | 30,443 | $122.4 萬 | 0.22% | +935+3.2% | 加碼 |
| Scott & Selber, Inc. | 30,535 | $122.8 萬 | 0.59% | +110+0.4% | 加碼 |
| Valley National Advisers Inc | 27,709 | $123.8 萬 | 0.26% | −233−0.8% | 減碼 |
| Main Street Research LLC | 30,849 | $124.1 萬 | 0.27% | +5,113+19.9% | 加碼 |
| Michael B. Yongue | 30,916 | $124.3 萬 | 1.22% | −717−2.3% | 減碼 |
| Diversified Trust Co | 31,122 | $125.2 萬 | 0.06% | −9,690−23.7% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 31,132 | $125.2 萬 | 0.06% | +1,388+4.7% | 加碼 |
| Mystic Asset Management, Inc. | 31,311 | $125.9 萬 | 0.81% | +195+0.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 31,469 | $126.6 萬 | 0.06% | −3,981−11.2% | 減碼 |
| Essex Investment Management Co LLC | 31,574 | $127.0 萬 | 0.20% | −10,929−25.7% | 減碼 |
| Everett Harris & Co | 31,599 | $127.1 萬 | 0.02% | −100−0.3% | 減碼 |
| Tradition Wealth Management, LLC | 31,831 | $128.0 萬 | 0.19% | −451−1.4% | 減碼 |
| Smith Shellnut Wilson LLC | 31,856 | $128.1 萬 | 0.85% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 31,850 | $128.1 萬 | 0.07% | 00.0% | 不變 |
| Brighton Jones LLC | 31,851 | $128.1 萬 | 0.08% | +332+1.1% | 加碼 |
| AF Advisors, Inc. | 32,040 | $128.9 萬 | 0.82% | −3,000−8.6% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $129.5 萬 | 0.57% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 32,215 | $129.6 萬 | 0.07% | +128+0.4% | 加碼 |
| Venture Visionary Partners LLC | 32,284 | $129.8 萬 | 0.11% | +104+0.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 32,285 | $129.9 萬 | 0.06% | −76−0.2% | 減碼 |
| Grimes & Company, Inc. | 32,372 | $130.2 萬 | 0.07% | +40.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 32,608 | $131.1 萬 | 0.20% | −1,707−5.0% | 減碼 |
| Duff & Phelps Investment Management Co | 32,640 | $131.3 萬 | 0.02% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 27,924 | $131.4 萬 | 0.09% | +2,101+8.1% | 加碼 |
| Quad-Cities Investment Group, LLC | 32,730 | $131.6 萬 | 1.02% | +8,491+35.0% | 加碼 |
| Integrated Wealth Concepts LLC | 32,745 | $131.7 萬 | 0.04% | −770−2.3% | 減碼 |
| Mutual Advisors, LLC | 32,836 | $132.1 萬 | 0.07% | +11,464+53.6% | 加碼 |
| Deseret Mutual Benefit Administrators | 33,297 | $133.9 萬 | 0.38% | −7,389−18.2% | 減碼 |
| Johnson Financial Group, Inc. | 29,237 | $134.5 萬 | 0.12% | −10,016−25.5% | 減碼 |
| Founders Financial Securities LLC | 33,501 | $134.7 萬 | 0.24% | +97+0.3% | 加碼 |
| Sterneck Capital Management, LLC | 33,527 | $134.8 萬 | 0.95% | +484+1.5% | 加碼 |
| Lee Financial Co | 33,715 | $135.6 萬 | 0.25% | +502+1.5% | 加碼 |