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 |
|---|---|---|---|---|---|
| Circle Wealth Management, LLC | 33,806 | $136.0 萬 | 0.22% | +1,670+5.2% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 33,861 | $136.2 萬 | 0.11% | −1,333−3.8% | 減碼 |
| Western Wealth Management, LLC | 33,299 | $136.7 萬 | 0.08% | +4,039+13.8% | 加碼 |
| Resources Management Corp | 34,195 | $137.5 萬 | 0.24% | −21,150−38.2% | 減碼 |
| Parallel Advisors, LLC | 34,347 | $138.1 萬 | 0.06% | +6,431+23.0% | 加碼 |
| Mather Group, LLC. | 34,432 | $138.5 萬 | 0.03% | +7,134+26.1% | 加碼 |
| Keystone Wealth Services, LLC | 34,451 | $138.6 萬 | 0.65% | +34,451 | 新進 |
| Carret Asset Management, LLC | 34,685 | $139.5 萬 | 0.21% | −300−0.9% | 減碼 |
| Northwest Capital Management Inc | 34,835 | $140.1 萬 | 0.81% | +120.0% | 加碼 |
| Oldfather Financial Services, LLC | 34,890 | $140.3 萬 | 0.88% | +30.0% | 加碼 |
| 44 Wealth Management LLC | 35,044 | $140.9 萬 | 0.58% | −145−0.4% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 35,040 | $140.9 萬 | 1.04% | +332+1.0% | 加碼 |
| United Fire Group Inc | 35,086 | $141.1 萬 | 0.94% | 00.0% | 不變 |
| Conning Inc. | 35,139 | $141.3 萬 | 0.05% | −5,621−13.8% | 減碼 |
| Fosun International Ltd | 35,135 | $141.4 萬 | 0.26% | +13,235+60.4% | 加碼 |
| CAPROCK Group, Inc. | 35,209 | $141.6 萬 | 0.14% | +356+1.0% | 加碼 |
| DuPont Capital Management Corp | 35,239 | $141.7 萬 | 0.08% | −27,239−43.6% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 35,319 | $142.1 萬 | 0.42% | 00.0% | 不變 |
| Marotta Asset Management | 35,630 | $143.3 萬 | 0.37% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 35,746 | $143.8 萬 | 0.04% | −1,381−3.7% | 減碼 |
| Bennett Selby Investments LP | 35,741 | $143.8 萬 | 1.15% | −1,231−3.3% | 減碼 |
| Schechter Investment Advisors, LLC | 35,799 | $144.0 萬 | 0.14% | +6,650+22.8% | 加碼 |
| American Money Management, LLC | 35,816 | $144.1 萬 | 0.44% | −100−0.3% | 減碼 |
| Chemistry Wealth Management LLC | 35,920 | $144.5 萬 | 0.57% | −3,514−8.9% | 減碼 |
| Lakeview Capital Partners, LLC | 35,996 | $144.7 萬 | 0.57% | +29,874+488.0% | 加碼 |
| Neville Rodie & Shaw Inc | 36,052 | $145.0 萬 | 0.14% | −40.0% | 減碼 |
| Fund Management at Engine No. 1 LLC | 36,472 | $146.7 萬 | 0.43% | −1,798−4.7% | 減碼 |
| Auxier Asset Management | 36,567 | $147.1 萬 | 0.28% | −250−0.7% | 減碼 |
| Signaturefd, LLC | 36,573 | $147.1 萬 | 0.05% | +8,374+29.7% | 加碼 |
| Siemens Fonds Invest GmbH | 36,673 | $147.5 萬 | 0.17% | −2,184−5.6% | 減碼 |
| Columbus Macro, LLC | 36,855 | $148.2 萬 | 0.61% | −63−0.2% | 減碼 |
| Private Trust Co NA | 36,949 | $148.6 萬 | 0.24% | +131+0.4% | 加碼 |
| Bowling Portfolio Management LLC | 37,065 | $149.1 萬 | 0.41% | −762−2.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 37,103 | $149.2 萬 | 0.04% | 00.0% | 不變 |
| Hedges Asset Management LLC | 37,100 | $149.2 萬 | 1.49% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 37,485 | $150.8 萬 | 0.12% | 00.0% | 不變 |
| WealthPlan Investment Management, LLC | 35,735 | $151.7 萬 | 0.11% | +35,735 | 新進 |
| Voya Financial Advisors, Inc. | 37,529 | $152.0 萬 | 0.20% | +1,220+3.4% | 加碼 |
| Eagle Rock Investment Company, LLC | 37,932 | $152.6 萬 | 0.40% | −1,340−3.4% | 減碼 |
| Hirtle Callaghan & Co LLC | 38,050 | $153.0 萬 | 0.11% | +38,050 | 新進 |
| Miller Investment Management, LP | 38,182 | $153.6 萬 | 0.32% | 00.0% | 不變 |
| Sepio Capital, LP | 38,381 | $154.4 萬 | 0.15% | −55,347−59.1% | 減碼 |
| One Capital Management, LLC | 38,490 | $154.8 萬 | 0.09% | −1,087−2.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 38,529 | $155.0 萬 | 0.06% | +290+0.8% | 加碼 |
| Cunning Capital Partners, LP | 38,675 | $155.6 萬 | 1.23% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 38,763 | $155.9 萬 | 0.11% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 39,084 | $157.2 萬 | 1.14% | +2,948+8.2% | 加碼 |
| CPWM, LLC | 39,466 | $158.7 萬 | 0.15% | −194−0.5% | 減碼 |
| Evercore Wealth Management, LLC | 39,450 | $158.7 萬 | 0.04% | 00.0% | 不變 |
| Cullinan Associates Inc | 39,481 | $158.8 萬 | 0.10% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 39,751 | $159.9 萬 | 0.13% | +2,556+6.9% | 加碼 |
| AMG National Trust Bank | 39,937 | $160.6 萬 | 0.06% | +2,687+7.2% | 加碼 |
| NorthRock Partners, LLC | 40,021 | $161.0 萬 | 0.19% | −4,022−9.1% | 減碼 |
| Spears Abacus Advisors LLC | 40,047 | $161.1 萬 | 0.16% | −333−0.8% | 減碼 |
| Ancora Advisors, LLC | 40,051 | $161.1 萬 | 0.05% | +6,528+19.5% | 加碼 |
| Jackson Hole Capital Partners, LLC | 40,116 | $161.3 萬 | 0.50% | −90.0% | 減碼 |
| Hollow Brook Wealth Management LLC | 40,187 | $161.6 萬 | 0.92% | +40+0.1% | 加碼 |
| Cowen and Company, LLC | 114,954 | $161.8 萬 | 0.15% | +81,964+248.5% | 加碼 |
| Avestar Capital, LLC | 40,313 | $162.1 萬 | 0.45% | +15,303+61.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 40,348 | $162.3 萬 | 0.12% | −296−0.7% | 減碼 |
| Sumitomo Life Insurance Co | 40,527 | $163.0 萬 | 0.07% | −4,809−10.6% | 減碼 |
| Forum Financial Management, LP | 40,724 | $163.8 萬 | 0.08% | +3,407+9.1% | 加碼 |
| Brinker Capital Investments, LLC | 40,782 | $164.0 萬 | 0.03% | +4,147+11.3% | 加碼 |
| DRW Securities, L.L.C. | 40,782 | $164.0 萬 | 0.51% | +40,782 | 新進 |
| Wesbanco Bank Inc | 40,875 | $164.3 萬 | 0.11% | −20,175−33.0% | 減碼 |
| Lincoln National Corp | 40,866 | $164.3 萬 | 0.04% | +1,373+3.5% | 加碼 |
| InterOcean Capital Group, LLC | 40,915 | $164.6 萬 | 0.07% | +3,714+10.0% | 加碼 |
| Merit Financial Group, LLC | 40,958 | $164.7 萬 | 0.07% | −27,215−39.9% | 減碼 |
| Fiduciary Group LLC | 34,513 | $165.5 萬 | 0.21% | −846−2.4% | 減碼 |
| JT Stratford LLC | 41,212 | $165.8 萬 | 0.59% | −2,250−5.2% | 減碼 |
| NBT Bank N A | 41,221 | $165.8 萬 | 0.27% | −226−0.5% | 減碼 |
| Meridian Wealth Partners, LLC | 41,272 | $166.0 萬 | 0.42% | −38−0.1% | 減碼 |
| KG&L Capital Management,LLC | 41,674 | $167.6 萬 | 0.95% | +983+2.4% | 加碼 |
| Marks Group Wealth Management, Inc | 41,668 | $167.6 萬 | 0.26% | +5,271+14.5% | 加碼 |
| Belpointe Asset Management LLC | 41,800 | $168.0 萬 | 0.11% | −1,803−4.1% | 減碼 |
| Triangle Securities Wealth Management | 41,856 | $168.3 萬 | 0.69% | +403+1.0% | 加碼 |
| Moody Aldrich Partners LLC | 42,069 | $169.2 萬 | 0.35% | 00.0% | 不變 |
| Gs Investments, Inc. | 42,400 | $170.5 萬 | 1.13% | 00.0% | 不變 |
| Cohen Investment Advisors LLC | 42,831 | $172.2 萬 | 1.58% | +914+2.2% | 加碼 |
| Cove Street Capital, LLC | 42,900 | $172.5 萬 | 0.48% | −24,900−36.7% | 減碼 |
| Apollon Wealth Management, LLC | 42,905 | $172.6 萬 | 0.14% | +2,109+5.2% | 加碼 |
| United Asset Strategies, Inc. | 43,027 | $173.1 萬 | 0.27% | +268+0.6% | 加碼 |
| Graham Capital Management, L.P. | 43,325 | $174.2 萬 | 0.07% | +43,325 | 新進 |
| Bank Pictet & Cie (Asia) Ltd | 43,434 | $174.7 萬 | 0.69% | −1,080−2.4% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 43,532 | $175.1 萬 | 0.24% | −881−2.0% | 減碼 |
| PFS Investments Inc. | 43,579 | $175.3 萬 | 0.04% | +2,045+4.9% | 加碼 |
| Buckingham Strategic Wealth, LLC | 43,635 | $175.5 萬 | 0.04% | −5,089−10.4% | 減碼 |
| Rocky Mountain Advisers, LLC | 43,875 | $176.5 萬 | 2.30% | 00.0% | 不變 |
| Balentine LLC | 44,094 | $177.3 萬 | 0.07% | +12,927+41.5% | 加碼 |
| Franklin Street Advisors Inc | 44,460 | $178.8 萬 | 0.18% | +2,000+4.7% | 加碼 |
| Laurel Wealth Advisors, Inc. | 44,579 | $179.3 萬 | 0.19% | +284+0.6% | 加碼 |
| Stonegate Investment Group, LLC | 44,638 | $179.5 萬 | 0.08% | +1,019+2.3% | 加碼 |
| Peterson Financial Group, Inc. | 44,958 | $180.8 萬 | 1.76% | +9,060+25.2% | 加碼 |
| Park Avenue Securities LLC | 45,109 | $181.4 萬 | 0.04% | +10,715+31.2% | 加碼 |
| HB Wealth Management, LLC | 45,105 | $181.4 萬 | 0.04% | +11,348+33.6% | 加碼 |
| Round Hill Asset Management | 45,412 | $182.6 萬 | 1.24% | +65+0.1% | 加碼 |
| Seven Eight Capital, LP | 45,427 | $182.7 萬 | 0.37% | +45,427 | 新進 |
| Trust Asset Management LLC | 45,629 | $183.5 萬 | 0.25% | +2,321+5.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 45,656 | $183.6 萬 | 0.21% | −16,954−27.1% | 減碼 |
| White Pine Capital LLC | 45,705 | $183.8 萬 | 0.76% | −1,225−2.6% | 減碼 |