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 |
|---|---|---|---|---|---|
| Cowa, LLC | 6,800 | $27.3 萬 | 0.18% | −2,500−26.9% | 減碼 |
| Papp L Roy & Associates | 6,788 | $27.3 萬 | 0.04% | +12+0.2% | 加碼 |
| Fruth Investment Management | 6,818 | $27.4 萬 | 0.09% | 00.0% | 不變 |
| Founders Capital Management | 6,813 | $27.4 萬 | 0.22% | +5,000+275.8% | 加碼 |
| Van Cleef Asset Management,Inc | 6,845 | $27.5 萬 | 0.05% | +10.0% | 加碼 |
| SNS Financial Group, LLC | 6,815 | $27.5 萬 | 0.04% | +99+1.5% | 加碼 |
| Financial Advocates Investment Management | 5,976 | $27.5 萬 | 0.02% | +156+2.7% | 加碼 |
| PSI Advisors, LLC | 6,852 | $27.6 萬 | 0.15% | −1,449−17.5% | 減碼 |
| Nwam LLC | 6,895 | $27.7 萬 | 0.03% | −1,711−19.9% | 減碼 |
| Duncker Streett & Co Inc | 6,876 | $27.7 萬 | 0.07% | +10+0.1% | 加碼 |
| Weinberger Asset Management, Inc | 6,890 | $27.7 萬 | 0.19% | −1,787−20.6% | 減碼 |
| John W. Brooker & Co., CPAs | 6,904 | $27.8 萬 | 0.18% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 6,922 | $27.8 萬 | 0.16% | +441+6.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 6,938 | $27.9 萬 | 0.01% | −2,621−27.4% | 減碼 |
| Sand Hill Global Advisors, LLC | 6,932 | $27.9 萬 | 0.02% | −779−10.1% | 減碼 |
| Sanford Advisory Services, LLC | 6,930 | $27.9 萬 | 0.08% | 00.0% | 不變 |
| Vista Private Wealth Partners. LLC | 6,728 | $28.0 萬 | 0.16% | 00.0% | 不變 |
| Woodstock Corp | 6,984 | $28.1 萬 | 0.04% | −400−5.4% | 減碼 |
| Guyasuta Investment Advisors Inc | 6,987 | $28.1 萬 | 0.02% | 00.0% | 不變 |
| BNC Wealth Management, LLC | 6,985 | $28.1 萬 | 0.17% | +10.0% | 加碼 |
| Successful Portfolios LLC | 7,037 | $28.3 萬 | 0.21% | +147+2.1% | 加碼 |
| Sandy Spring Bank | 7,075 | $28.4 萬 | 0.02% | +49+0.7% | 加碼 |
| Greenspring Advisors, LLC | 7,053 | $28.4 萬 | 0.09% | +1,809+34.5% | 加碼 |
| Exencial Wealth Advisors, LLC | 7,094 | $28.5 萬 | 0.02% | −648−8.4% | 減碼 |
| Enterprise Financial Services Corp | 7,089 | $28.5 萬 | 0.21% | +1,006+16.5% | 加碼 |
| Wayfinding Financial, LLC | 7,122 | $28.6 萬 | 0.27% | +279+4.1% | 加碼 |
| Well Done, LLC | 7,133 | $28.7 萬 | 0.07% | −5,932−45.4% | 減碼 |
| Avion Wealth | 7,148 | $28.7 萬 | 0.09% | −715−9.1% | 減碼 |
| Means Investment Co., Inc. | 7,123 | $28.7 萬 | 0.06% | +9+0.1% | 加碼 |
| Wealth Architects, LLC | 7,137 | $28.7 萬 | 0.06% | +51+0.7% | 加碼 |
| Zullo Investment Group, Inc. | 7,124 | $28.7 萬 | 0.19% | +147+2.1% | 加碼 |
| Park National Corp | 7,147 | $28.7 萬 | 0.01% | +1,224+20.7% | 加碼 |
| Achmea Investment Management B.V. | 7,167 | $28.8 萬 | 0.01% | −188,203−96.3% | 減碼 |
| Court Place Advisors, LLC | 7,151 | $28.8 萬 | 0.12% | −828−10.4% | 減碼 |
| Lynch & Associates | 7,164 | $28.8 萬 | 0.08% | 00.0% | 不變 |
| MONECO Advisors, LLC | 7,173 | $28.8 萬 | 0.12% | +904+14.4% | 加碼 |
| Alpha Family Trust | 7,185 | $28.9 萬 | 0.22% | +7,185 | 新進 |
| Adviser Investments LLC | 7,202 | $29.0 萬 | 0.02% | +10.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 7,209 | $29.0 萬 | 0.11% | +11+0.2% | 加碼 |
| Tranquilli Financial Advisor LLC | 7,203 | $29.0 萬 | 0.23% | +1,296+21.9% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,241 | $29.1 萬 | 0.27% | −63−0.9% | 減碼 |
| Twinbeech Capital LP | 7,242 | $29.1 萬 | 0.01% | +7,242 | 新進 |
| Heron Financial Group, LLC | 7,270 | $29.2 萬 | 0.18% | 00.0% | 不變 |
| Waddell & Associates, LLC | 7,261 | $29.2 萬 | 0.06% | +4+0.1% | 加碼 |
| UMA Financial Services, Inc. | 6,794 | $29.4 萬 | 0.09% | −100−1.5% | 減碼 |
| Interchange Capital Partners, LLC | 7,317 | $29.4 萬 | 0.32% | +7,317 | 新進 |
| Pegasus Partners Ltd. | 7,353 | $29.6 萬 | 0.06% | +7,353 | 新進 |
| First National Bank & Trust Co of Newtown | 7,379 | $29.7 萬 | 0.07% | 00.0% | 不變 |
| Delta Investment Management, LLC | 7,374 | $29.7 萬 | 0.13% | +260+3.7% | 加碼 |
| New Jersey Better Educational Savings Trust | 7,401 | $29.8 萬 | 1.00% | 00.0% | 不變 |
| Howland Capital Management LLC | 7,405 | $29.8 萬 | 0.02% | +7,405 | 新進 |
| Visionary Wealth Advisors | 7,437 | $29.9 萬 | 0.03% | −2,328−23.8% | 減碼 |
| Verus Capital Partners, LLC | 7,451 | $30.0 萬 | 0.06% | +909+13.9% | 加碼 |
| E&G Advisors, LP | 7,448 | $30.0 萬 | 0.11% | −120−1.6% | 減碼 |
| Intrust Bank NA | 7,477 | $30.0 萬 | 0.05% | +27+0.4% | 加碼 |
| ETF Managers Group, LLC | 7,457 | $30.0 萬 | 0.01% | +7,457 | 新進 |
| Cedar Brook Financial Partners, LLC | 7,470 | $30.0 萬 | 0.10% | +123+1.7% | 加碼 |
| Donaldson Capital Management, LLC | 7,477 | $30.1 萬 | 0.02% | −2,139−22.2% | 減碼 |
| Pin Oak Investment Advisors Inc | 7,518 | $30.2 萬 | 0.38% | 00.0% | 不變 |
| Magnolia Capital Management Ltd | 7,500 | $30.2 萬 | 0.31% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 7,539 | $30.3 萬 | 0.15% | −11,645−60.7% | 減碼 |
| Ballast, Inc. | 7,555 | $30.3 萬 | 0.15% | 00.0% | 不變 |
| Arrow Financial Corp | 7,560 | $30.4 萬 | 0.04% | 00.0% | 不變 |
| Agate Pass Investment Management, LLC | 7,550 | $30.4 萬 | 0.23% | +275+3.8% | 加碼 |
| Buttonwood Financial Advisors Inc. | 7,171 | $30.4 萬 | 0.27% | +241+3.5% | 加碼 |
| L2 Asset Management, LLC | 7,586 | $30.5 萬 | 0.23% | +940+14.1% | 加碼 |
| First Citizens Financial Corp | 7,613 | $30.6 萬 | 0.30% | −435−5.4% | 減碼 |
| Evolution Advisers, Inc. | 7,627 | $30.6 萬 | 0.27% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 7,625 | $30.7 萬 | 0.03% | −100−1.3% | 減碼 |
| Axxcess Wealth Management, LLC | 7,646 | $30.8 萬 | 0.03% | +122+1.6% | 加碼 |
| E Fund Management Co., Ltd. | 7,681 | $30.9 萬 | 0.03% | +155+2.1% | 加碼 |
| Bridge Creek Capital Management LLC | 7,700 | $31.0 萬 | 0.13% | 00.0% | 不變 |
| Atom Investors LP | 7,708 | $31.0 萬 | 0.11% | +7,708 | 新進 |
| Pacer Advisors, Inc. | 7,733 | $31.1 萬 | 0.00% | −82,398−91.4% | 減碼 |
| Twin Focus Capital Partners, LLC | 7,731 | $31.1 萬 | 0.07% | −25−0.3% | 減碼 |
| M&R Capital Management Inc | 7,732 | $31.1 萬 | 0.09% | +10.0% | 加碼 |
| Parsons Capital Management Inc | 7,744 | $31.1 萬 | 0.03% | +329+4.4% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $31.2 萬 | 0.09% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 7,773 | $31.3 萬 | 0.09% | +339+4.6% | 加碼 |
| FLC Capital Advisors | 7,787 | $31.3 萬 | 0.11% | +7,787 | 新進 |
| Weil Company, Inc. | 7,809 | $31.4 萬 | 0.19% | −100−1.3% | 減碼 |
| Front Row Advisors LLC | 7,808 | $31.4 萬 | 0.16% | −24−0.3% | 減碼 |
| Atwood & Palmer Inc | 7,800 | $31.4 萬 | 0.03% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 7,825 | $31.4 萬 | 0.06% | 00.0% | 不變 |
| Claar Advisors LLC | 7,800 | $31.4 萬 | 0.13% | 00.0% | 不變 |
| PrairieView Partners, LLC | 7,845 | $31.6 萬 | 0.05% | −6,932−46.9% | 減碼 |
| Ausdal Financial Partners, Inc. | 7,853 | $31.6 萬 | 0.05% | −449−5.4% | 減碼 |
| Legacy Financial Advisors, Inc. | 7,893 | $31.7 萬 | 0.08% | +1,653+26.5% | 加碼 |
| Ghe, LLC | 7,923 | $31.9 萬 | 0.35% | +2,160+37.5% | 加碼 |
| LVW Advisors, LLC | 7,958 | $32.0 萬 | 0.07% | +853+12.0% | 加碼 |
| Planning Center, Inc. | 7,981 | $32.1 萬 | 0.25% | 00.0% | 不變 |
| Wealth Effects LLC | 7,984 | $32.1 萬 | 0.20% | +95+1.2% | 加碼 |
| Washington Capital Management Inc | 8,000 | $32.2 萬 | 0.32% | 00.0% | 不變 |
| West Wealth Group, LLC | 8,025 | $32.2 萬 | 0.16% | +22+0.3% | 加碼 |
| Investment Partners, Ltd. | 8,008 | $32.2 萬 | 0.10% | +8,008 | 新進 |
| Old West Investment Management, LLC | 8,037 | $32.3 萬 | 0.23% | −2,573−24.3% | 減碼 |
| Axiom Financial Strategies, LLC | 8,023 | $32.3 萬 | 0.17% | −971−10.8% | 減碼 |
| Cambridge Advisors Inc. | 8,052 | $32.4 萬 | 0.09% | −298−3.6% | 減碼 |
| Piscataqua Savings Bank | 8,063 | $32.4 萬 | 0.31% | −80−1.0% | 減碼 |
| Monetary Management Group Inc | 8,047 | $32.4 萬 | 0.11% | 00.0% | 不變 |