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 2,882 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 | 2,882 | $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 |
|---|---|---|---|---|---|
| Axiom Investment Management LLC | 2,692 | $11.1 萬 | 0.22% | +2,692 | 新進 |
| Aua Capital Management, LLC | 2,810 | $11.3 萬 | 0.07% | −2,572−47.8% | 減碼 |
| Clean Yield Group | 2,848 | $11.5 萬 | 0.05% | 00.0% | 不變 |
| FourThought Financial, LLC | 2,912 | $11.7 萬 | 0.02% | +12+0.4% | 加碼 |
| American Research & Management Co. | 3,100 | $12.5 萬 | 0.03% | −200−6.1% | 減碼 |
| Atlas Capital Advisors LLC | 3,111 | $12.5 萬 | 0.02% | −2,000−39.1% | 減碼 |
| Powell Investment Advisors, LLC | 3,169 | $12.7 萬 | 0.08% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 3,266 | $13.1 萬 | 0.01% | −764−19.0% | 減碼 |
| Sugarloaf Wealth Management, LLC | 3,251 | $13.1 萬 | 0.03% | +314+10.7% | 加碼 |
| Eagle Bay Advisors LLC | 3,291 | $13.2 萬 | 0.08% | +669+25.5% | 加碼 |
| Iron Horse Wealth Management, LLC | 3,318 | $13.3 萬 | 0.19% | −7,159−68.3% | 減碼 |
| Mach-1 Financial Group, Inc. | 3,379 | $13.5 萬 | 0.14% | +126+3.9% | 加碼 |
| Mizuho Securities Co. Ltd. | 3,384 | $13.6 萬 | 0.05% | +3,100+1,091.5% | 加碼 |
| Oakworth Capital, Inc. | 3,396 | $13.7 萬 | 0.02% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 3,465 | $13.9 萬 | 0.05% | +7+0.2% | 加碼 |
| Sutton Wealth Advisors Inc. | 3,485 | $14.0 萬 | 0.06% | +13+0.4% | 加碼 |
| Atticus Wealth Management, LLC | 3,610 | $14.1 萬 | 0.07% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 3,537 | $14.3 萬 | 0.11% | −97−2.7% | 減碼 |
| Spartan Fund Management Inc. | 3,547 | $14.3 萬 | 0.04% | 00.0% | 不變 |
| Creative Financial Designs Inc | 3,627 | $14.6 萬 | 0.02% | +88+2.5% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 3,667 | $14.7 萬 | 0.09% | +250+7.3% | 加碼 |
| Column Capital Advisors, LLC | 3,730 | $15.0 萬 | 0.03% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 3,720 | $15.0 萬 | 0.01% | +742+24.9% | 加碼 |
| Clearview Wealth Advisors LLC | 3,754 | $15.1 萬 | 0.12% | −64−1.7% | 減碼 |
| Evoke Wealth, LLC | 3,797 | $15.3 萬 | 0.01% | −743−16.4% | 減碼 |
| Tompkins Financial Corp | 3,820 | $15.3 萬 | 0.03% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 3,935 | $15.8 萬 | 0.06% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 3,952 | $15.9 萬 | 0.04% | −531−11.8% | 減碼 |
| Howe & Rusling Inc | 4,056 | $16.3 萬 | 0.02% | −1,311−24.4% | 減碼 |
| Professional Financial Advisors, LLC | 4,045 | $16.3 萬 | 0.10% | +26+0.6% | 加碼 |
| Kistler-Tiffany Companies, LLC | 4,062 | $16.3 萬 | 0.04% | +220+5.7% | 加碼 |
| Covestor Ltd | 4,077 | $16.4 萬 | 0.15% | −1,711−29.6% | 減碼 |
| West Oak Capital, LLC | 4,150 | $16.7 萬 | 0.09% | −400−8.8% | 減碼 |
| Norway Savings Bank | 4,150 | $16.7 萬 | 0.09% | −150−3.5% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 4,205 | $16.9 萬 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 4,212 | $16.9 萬 | 0.16% | +400+10.5% | 加碼 |
| Trustcore Financial Services, LLC | 4,222 | $17.0 萬 | 0.02% | +3+0.1% | 加碼 |
| Hall Laurie J Trustee | 4,242 | $17.1 萬 | 0.08% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 4,410 | $17.7 萬 | 0.18% | +3,621+458.9% | 加碼 |
| Hantz Financial Services, Inc. | 4,455 | $17.9 萬 | 0.01% | +6+0.1% | 加碼 |
| Heritage Wealth Advisors | 4,493 | $18.1 萬 | 0.01% | −2,100−31.9% | 減碼 |
| Catalyst Capital Advisors LLC | 4,615 | $18.6 萬 | 0.01% | 00.0% | 不變 |
| Trust Co of Virginia | 4,115 | $18.8 萬 | 0.02% | −4,478−52.1% | 減碼 |
| Trust Co | 4,707 | $18.9 萬 | 0.04% | −23,904−83.5% | 減碼 |
| Quent Capital, LLC | 4,718 | $19.0 萬 | 0.04% | +572+13.8% | 加碼 |
| JJJ Advisors Inc. | 4,608 | $19.1 萬 | 0.06% | −80−1.7% | 減碼 |
| TCTC Holdings, LLC | 4,828 | $19.4 萬 | 0.01% | 00.0% | 不變 |
| Bangor Savings Bank | 4,873 | $19.6 萬 | 0.02% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 4,887 | $19.7 萬 | 0.01% | +1,327+37.3% | 加碼 |
| Raleigh Capital Management Inc. | 4,905 | $19.7 萬 | 0.12% | +4,905 | 新進 |
| TCI Wealth Advisors, Inc. | 4,934 | $19.8 萬 | 0.03% | +252+5.4% | 加碼 |
| Gratus Capital LLC | 4,984 | $20.0 萬 | 0.02% | −258−4.9% | 減碼 |
| FSB Premier Wealth Management, Inc. | 4,996 | $20.0 萬 | 0.12% | +4,996 | 新進 |
| Hayek Kallen Investment Management | 4,985 | $20.0 萬 | 0.09% | +4,985 | 新進 |
| MMBG Investment Advisors Co. | 4,980 | $20.0 萬 | 0.03% | +4,980 | 新進 |
| CMT Capital Markets Trading GmbH | 5,000 | $20.1 萬 | 0.08% | −53,900−91.5% | 減碼 |
| Middleton & Co Inc | 5,005 | $20.1 萬 | 0.03% | +5,005 | 新進 |
| Puzo Michael J | 5,000 | $20.1 萬 | 0.08% | +5,000 | 新進 |
| CWA Asset Management Group, LLC | 5,000 | $20.1 萬 | 0.02% | +5,000 | 新進 |
| Angeles Wealth Management, LLC | 4,991 | $20.1 萬 | 0.04% | +4,991 | 新進 |
| Calton & Associates, Inc. | 5,046 | $20.2 萬 | 0.12% | +5,046 | 新進 |
| Gabelli & Co Investment Advisers, Inc. | 5,045 | $20.3 萬 | 0.03% | −645−11.3% | 減碼 |
| KMG Fiduciary Partners, LLC | 5,084 | $20.4 萬 | 0.04% | −957−15.8% | 減碼 |
| AlphaCore Capital LLC | 5,064 | $20.4 萬 | 0.09% | +654+14.8% | 加碼 |
| Wade G W & Inc | 5,060 | $20.4 萬 | 0.01% | +5,060 | 新進 |
| Salomon & Ludwin, LLC | 5,081 | $20.4 萬 | 0.03% | +5,081 | 新進 |
| Defender Capital, LLC. | 5,074 | $20.4 萬 | 0.08% | +5,074 | 新進 |
| Willis Johnson & Associates, Inc. | 5,067 | $20.4 萬 | 0.03% | +5,067 | 新進 |
| Cornerstone Wealth Advisors, Inc. | 5,093 | $20.5 萬 | 0.08% | +5,093 | 新進 |
| Tucker Asset Management LLC | 4,478 | $20.6 萬 | 0.07% | +1,145+34.4% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 5,116 | $20.6 萬 | 0.14% | −200−3.8% | 減碼 |
| Boston Family Office LLC | 5,107 | $20.6 萬 | 0.02% | −25−0.5% | 減碼 |
| Aspireon Wealth Advisors | 5,122 | $20.6 萬 | 0.10% | +20.0% | 加碼 |
| Hohimer Wealth Management, LLC | 5,121 | $20.6 萬 | 0.07% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 5,136 | $20.6 萬 | 0.07% | +614+13.6% | 加碼 |
| Burt Wealth Advisors | 5,117 | $20.6 萬 | 0.08% | +5,117 | 新進 |
| Nations Financial Group Inc, | 5,176 | $20.8 萬 | 0.03% | −260−4.8% | 減碼 |
| Hills Bank & Trust Co | 5,199 | $20.9 萬 | 0.03% | −110−2.1% | 減碼 |
| OneAscent Wealth Management LLC | 5,186 | $20.9 萬 | 0.11% | +85+1.7% | 加碼 |
| Grandfield & Dodd, LLC | 5,276 | $21.0 萬 | 0.02% | −1,340−20.3% | 減碼 |
| Pegasus Asset Management, Inc. | 5,215 | $21.0 萬 | 0.12% | 00.0% | 不變 |
| CFO4Life Group, LLC | 5,247 | $21.1 萬 | 0.06% | −450−7.9% | 減碼 |
| Buckley Wealth Management, LLC | 5,248 | $21.1 萬 | 0.08% | −156−2.9% | 減碼 |
| Allegheny Financial Group LTD | 5,250 | $21.1 萬 | 0.10% | +152+3.0% | 加碼 |
| Rock Creek Group, LP | 5,243 | $21.1 萬 | 0.03% | +427+8.9% | 加碼 |
| Johnson & White Wealth Management, LLC | 5,258 | $21.1 萬 | 0.24% | +5,258 | 新進 |
| Millennium Capital Advisors, LLC | 5,250 | $21.1 萬 | 0.22% | −335−6.0% | 減碼 |
| Deltec Asset Management LLC | 5,260 | $21.2 萬 | 0.05% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 5,302 | $21.3 萬 | 0.03% | −345−6.1% | 減碼 |
| Constitution Capital LLC | 5,300 | $21.3 萬 | 0.14% | 00.0% | 不變 |
| First Pacific Financial | 5,297 | $21.3 萬 | 0.12% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 5,295 | $21.3 萬 | 0.01% | +5,295 | 新進 |
| Cornerstone Wealth Group, LLC | 5,348 | $21.5 萬 | 0.05% | −91−1.7% | 減碼 |
| Laraway Financial Inc | 5,350 | $21.5 萬 | 0.24% | −50−0.9% | 減碼 |
| Financial Advisory Group | 5,346 | $21.5 萬 | 0.05% | +10.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 5,344 | $21.5 萬 | 0.05% | +10.0% | 加碼 |
| Denver Wealth Management, Inc. | 5,336 | $21.5 萬 | 0.20% | +36+0.7% | 加碼 |
| Cape Cod Five Cents Savings Bank | 5,380 | $21.6 萬 | 0.03% | −93−1.7% | 減碼 |
| Weaver Consulting Group | 5,364 | $21.6 萬 | 0.12% | −59−1.1% | 減碼 |
| Narus Financial Partners, LLC | 5,395 | $21.7 萬 | 0.14% | −150−2.7% | 減碼 |