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 |
|---|---|---|---|---|---|
| Cutler Investment Counsel LLC | 8,047 | $32.4 萬 | 0.05% | 00.0% | 不變 |
| BancorpSouth Bank | 8,062 | $32.5 萬 | 0.03% | +8,062 | 新進 |
| Cidel Asset Management Inc | 8,100 | $32.6 萬 | 0.02% | 00.0% | 不變 |
| New Millennium Group LLC | 8,158 | $32.8 萬 | 0.36% | +208+2.6% | 加碼 |
| BancFirst Trust & Investment Management | 8,100 | $32.8 萬 | 0.19% | +8,100 | 新進 |
| Crawford Investment Counsel Inc | 8,194 | $33.0 萬 | 0.01% | −418−4.9% | 減碼 |
| Blueshift Asset Management, LLC | 8,251 | $33.2 萬 | 0.07% | −16,509−66.7% | 減碼 |
| Red Door Wealth Management, LLC | 8,262 | $33.2 萬 | 0.13% | +463+5.9% | 加碼 |
| Astoria Portfolio Advisors LLC. | 8,246 | $33.2 萬 | 0.23% | +975+13.4% | 加碼 |
| Cohen Capital Management, Inc. | 8,274 | $33.3 萬 | 0.07% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 8,304 | $33.4 萬 | 0.07% | 00.0% | 不變 |
| CVA Family Office, LLC | 8,307 | $33.4 萬 | 0.09% | +1,010+13.8% | 加碼 |
| Field & Main Bank | 8,334 | $33.5 萬 | 0.22% | +44+0.5% | 加碼 |
| Thoroughbred Financial Services, LLC | 8,360 | $33.6 萬 | 0.06% | +8,360 | 新進 |
| Grove Bank & Trust | 8,370 | $33.7 萬 | 0.08% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 8,400 | $33.8 萬 | 0.03% | 00.0% | 不變 |
| Kore Private Wealth LLC | 8,408 | $33.8 萬 | 0.06% | +33+0.4% | 加碼 |
| MKT Advisors LLC | 8,455 | $34.0 萬 | 0.30% | −548−6.1% | 減碼 |
| Sawgrass Asset Management LLC | 8,465 | $34.0 萬 | 0.05% | −230−2.6% | 減碼 |
| Cornerstone Advisory, LLC | 8,446 | $34.0 萬 | 0.08% | +23+0.3% | 加碼 |
| Plancorp, LLC | 8,455 | $34.0 萬 | 0.02% | +171+2.1% | 加碼 |
| Bollard Group LLC | 8,470 | $34.1 萬 | 0.01% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 8,513 | $34.2 萬 | 0.08% | −3,324−28.1% | 減碼 |
| Schulhoff & Co Inc | 8,530 | $34.3 萬 | 0.18% | +20.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,517 | $34.3 萬 | 0.02% | +8,517 | 新進 |
| IFG Advisory, LLC | 8,543 | $34.3 萬 | 0.03% | +8,543 | 新進 |
| Financial Engines Advisors L.L.C. | 8,588 | $34.5 萬 | 0.00% | −288−3.2% | 減碼 |
| Plante Moran Financial Advisors, LLC | 8,634 | $34.7 萬 | 0.06% | +17+0.2% | 加碼 |
| IVC Wealth Advisors LLC | 8,647 | $34.8 萬 | 0.28% | +16+0.2% | 加碼 |
| ASB Consultores, LLC | 8,683 | $34.9 萬 | 0.16% | +1,315+17.8% | 加碼 |
| Biltmore Family Office, LLC | 8,719 | $35.1 萬 | 0.08% | +15+0.2% | 加碼 |
| Roosevelt Investment Group LLC | 8,742 | $35.2 萬 | 0.03% | +1,425+19.5% | 加碼 |
| Confluence Wealth Services, Inc. | 8,779 | $35.3 萬 | 0.15% | −2,692−23.5% | 減碼 |
| Bordeaux Wealth Advisors LLC | 8,779 | $35.3 萬 | 0.22% | −1,311−13.0% | 減碼 |
| Contravisory Investment Management, Inc. | 8,771 | $35.3 萬 | 0.12% | −318−3.5% | 減碼 |
| First PREMIER Bank | 8,795 | $35.4 萬 | 0.12% | −274−3.0% | 減碼 |
| Trust Co of Vermont | 8,811 | $35.4 萬 | 0.03% | 00.0% | 不變 |
| Latitude Advisors, LLC | 8,815 | $35.5 萬 | 0.29% | −997−10.2% | 減碼 |
| Sweet Financial Partners, LLC | 8,845 | $35.5 萬 | 0.11% | +2,036+29.9% | 加碼 |
| Hartline Investment Corp | 8,815 | $35.5 萬 | 0.29% | +8,815 | 新進 |
| Traphagen Investment Advisors LLC | 8,835 | $35.5 萬 | 0.07% | +15+0.2% | 加碼 |
| Spectrum Management Group, LLC | 8,885 | $35.7 萬 | 0.08% | 00.0% | 不變 |
| Altfest L J & Co Inc | 8,907 | $35.8 萬 | 0.07% | −650−6.8% | 減碼 |
| Regatta Capital Group, LLC | 9,144 | $35.8 萬 | 0.15% | +1,353+17.4% | 加碼 |
| Royal Fund Management, LLC | 8,936 | $35.9 萬 | 0.07% | +44+0.5% | 加碼 |
| First National Bank | 8,927 | $35.9 萬 | 0.33% | +150+1.7% | 加碼 |
| Mycio Wealth Partners, LLC | 8,949 | $36.0 萬 | 0.14% | 00.0% | 不變 |
| Colonial Trust Advisors | 8,973 | $36.1 萬 | 0.05% | −186−2.0% | 減碼 |
| Monticello Wealth Management, LLC | 8,974 | $36.1 萬 | 0.04% | +10.0% | 加碼 |
| Nexus Investment Management ULC | 9,000 | $36.2 萬 | 0.05% | 00.0% | 不變 |
| Zacks Investment Management | 9,014 | $36.3 萬 | 0.01% | −5,851−39.4% | 減碼 |
| Solidarilty Wealth, LLC | 7,715 | $36.3 萬 | 0.21% | −370−4.6% | 減碼 |
| Cim Investment Mangement Inc | 9,018 | $36.3 萬 | 0.16% | 00.0% | 不變 |
| Novare Capital Management LLC | 9,059 | $36.4 萬 | 0.05% | −9,566−51.4% | 減碼 |
| River Wealth Advisors LLC | 9,048 | $36.4 萬 | 0.08% | +211+2.4% | 加碼 |
| Lyell Wealth Management, LP | 9,076 | $36.5 萬 | 0.06% | +23+0.3% | 加碼 |
| Formidable Asset Management, LLC | 8,026 | $36.5 萬 | 0.08% | −100−1.2% | 減碼 |
| Heritage Investors Management Corp | 9,090 | $36.6 萬 | 0.02% | −240−2.6% | 減碼 |
| Sippican Capital Advisors | 9,136 | $36.7 萬 | 0.38% | −1,370−13.0% | 減碼 |
| S.A. Mason LLC | 9,136 | $36.7 萬 | 0.29% | 00.0% | 不變 |
| Marietta Investment Partners LLC | 7,845 | $36.7 萬 | 0.11% | 00.0% | 不變 |
| Dakota Wealth Management | 9,133 | $36.8 萬 | 0.03% | +3,755+69.8% | 加碼 |
| All Season Financial Advisors, Inc. | 9,149 | $36.8 萬 | 0.40% | +9,149 | 新進 |
| Pacific Global Investment Management CO | 9,226 | $37.1 萬 | 0.09% | +19+0.2% | 加碼 |
| Bank of the West | 9,205 | $37.1 萬 | 0.05% | +122+1.3% | 加碼 |
| DSC Advisors, L.P. | 9,260 | $37.2 萬 | 0.40% | −2,111−18.6% | 減碼 |
| Smith, Moore & Co. | 9,254 | $37.2 萬 | 0.06% | +100+1.1% | 加碼 |
| Doliver Advisors, LP | 9,270 | $37.3 萬 | 0.14% | −39−0.4% | 減碼 |
| Humankind Investments LLC | 9,274 | $37.3 萬 | 0.18% | +895+10.7% | 加碼 |
| Graypoint LLC | 9,304 | $37.4 萬 | 0.05% | +3,304+55.1% | 加碼 |
| Manchester Capital Management LLC | 9,333 | $37.5 萬 | 0.07% | −1,504−13.9% | 減碼 |
| Texas Capital Bancshares Inc | 9,337 | $37.6 萬 | 0.30% | −40−0.4% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 9,381 | $37.7 萬 | 0.31% | 00.0% | 不變 |
| Krilogy Financial LLC | 9,406 | $37.8 萬 | 0.05% | −3,094−24.8% | 減碼 |
| Campion Asset Management LLC | 9,435 | $37.9 萬 | 0.40% | +1,645+21.1% | 加碼 |
| Lincoln Capital LLC | 9,434 | $37.9 萬 | 0.12% | +2,343+33.0% | 加碼 |
| WealthShield Partners, LLC | 9,456 | $38.0 萬 | 0.08% | +11+0.1% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,477 | $38.1 萬 | 0.11% | 00.0% | 不變 |
| Summit X, LLC | 9,508 | $38.2 萬 | 0.11% | +1,284+15.6% | 加碼 |
| Vicus Capital | 9,548 | $38.4 萬 | 0.05% | −586−5.8% | 減碼 |
| Prentiss Smith & Co Inc | 9,544 | $38.4 萬 | 0.34% | −22−0.2% | 減碼 |
| Advisors Management Group Inc | 9,591 | $38.6 萬 | 0.15% | −514−5.1% | 減碼 |
| Hartford Financial Management Inc. | 9,595 | $38.6 萬 | 0.11% | 00.0% | 不變 |
| Royal Capital Wealth Management, LLC | 9,620 | $38.7 萬 | 0.45% | +13+0.1% | 加碼 |
| Blueprint Investment Partners LLC | 9,627 | $38.7 萬 | 0.11% | +9,627 | 新進 |
| CX Institutional | 9,684 | $38.9 萬 | 0.03% | +1,198+14.1% | 加碼 |
| Standard Family Office LLC | 9,672 | $38.9 萬 | 0.17% | +9,672 | 新進 |
| X-Square Capital, LLC | 9,688 | $39.0 萬 | 0.25% | −446−4.4% | 減碼 |
| Washington Trust Bank | 9,682 | $39.0 萬 | 0.05% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 9,762 | $39.3 萬 | 0.06% | −908−8.5% | 減碼 |
| Bray Capital Advisors | 9,770 | $39.3 萬 | 0.12% | +5+0.1% | 加碼 |
| Fairview Capital Investment Management, LLC | 9,799 | $39.4 萬 | 0.03% | +28+0.3% | 加碼 |
| Seeyond | 9,860 | $39.6 萬 | 0.05% | −533−5.1% | 減碼 |
| Peak Planning Group, LLC | 9,854 | $39.6 萬 | 0.37% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 9,873 | $39.7 萬 | 0.03% | +1,041+11.8% | 加碼 |
| Personal Cfo Solutions, LLC | 9,893 | $39.8 萬 | 0.10% | −715−6.7% | 減碼 |
| Alta Advisers Ltd | 9,900 | $39.8 萬 | 0.25% | +9,900 | 新進 |
| RSM US Wealth Management LLC | 9,932 | $39.9 萬 | 0.02% | −406−3.9% | 減碼 |
| Zuckerman Investment Group, LLC | 9,968 | $40.1 萬 | 0.08% | 00.0% | 不變 |
| Aspen Investment Management Inc | 10,091 | $40.6 萬 | 0.27% | 00.0% | 不變 |