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 |
|---|---|---|---|---|---|
| RB Capital Management, LLC | 10,128 | $40.7 萬 | 0.16% | −4,931−32.7% | 減碼 |
| Lauterbach Financial Advisors, LLC | 10,119 | $40.7 萬 | 0.41% | +49+0.5% | 加碼 |
| Tarbox Family Office, Inc. | 10,405 | $40.8 萬 | 0.10% | 00.0% | 不變 |
| Willow Creek Wealth Management Inc. | 10,154 | $40.8 萬 | 0.08% | +9+0.1% | 加碼 |
| Bailard, Inc. | 10,177 | $40.9 萬 | 0.02% | −7,892−43.7% | 減碼 |
| Punch & Associates Investment Management, Inc. | 10,160 | $40.9 萬 | 0.03% | 00.0% | 不變 |
| Colony Family Offices, LLC | 10,164 | $40.9 萬 | 0.18% | +14+0.1% | 加碼 |
| First Farmers & Merchants Bank / Trust | 10,157 | $40.9 萬 | 0.54% | 00.0% | 不變 |
| Ethic Inc. | 10,177 | $40.9 萬 | 0.03% | +2,875+39.4% | 加碼 |
| HCR Wealth Advisors | 10,217 | $41.1 萬 | 0.09% | −54−0.5% | 減碼 |
| Stephenson National Bank & Trust | 10,248 | $41.2 萬 | 0.29% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 10,259 | $41.3 萬 | 0.01% | +391+4.0% | 加碼 |
| West Branch Capital LLC | 10,302 | $41.4 萬 | 0.26% | −649−5.9% | 減碼 |
| Ssi Investment Management LLC | 10,312 | $41.4 萬 | 0.03% | +25+0.2% | 加碼 |
| Hudock, Inc. | 10,331 | $41.5 萬 | 0.14% | −1,506−12.7% | 減碼 |
| First National Advisers, LLC | 10,318 | $41.5 萬 | 0.61% | +2,890+38.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 10,363 | $41.7 萬 | 0.11% | −165−1.6% | 減碼 |
| Everhart Financial Group, Inc. | 10,351 | $41.7 萬 | 0.23% | +4,965+92.2% | 加碼 |
| Athena Investment Management | 10,387 | $41.8 萬 | 0.35% | +150+1.5% | 加碼 |
| Harbor Investment Advisory, LLC | 10,417 | $41.9 萬 | 0.07% | −195−1.8% | 減碼 |
| MUFG Securities EMEA plc | 10,449 | $42.0 萬 | 0.01% | −5,540−34.6% | 減碼 |
| Modera Wealth Management, LLC | 10,496 | $42.2 萬 | 0.02% | −998−8.7% | 減碼 |
| Washington Trust Advisors, Inc. | 10,485 | $42.2 萬 | 0.04% | +290+2.8% | 加碼 |
| JFS Wealth Advisors, LLC | 10,536 | $42.4 萬 | 0.05% | −2,080−16.5% | 減碼 |
| Warren Averett Asset Management, LLC | 10,571 | $42.5 萬 | 0.03% | −4,825−31.3% | 減碼 |
| Security National Bank of So Dak | 10,623 | $42.7 萬 | 0.38% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 10,650 | $42.8 萬 | 0.02% | 00.0% | 不變 |
| Hikari Tsushin, Inc. | 10,631 | $42.8 萬 | 0.05% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 10,673 | $42.9 萬 | 0.13% | −100−0.9% | 減碼 |
| HighTower Trust Services, LTA | 10,697 | $43.0 萬 | 0.05% | −2,995−21.9% | 減碼 |
| Gladstone Institutional Advisory LLC | 10,791 | $43.4 萬 | 0.03% | −6,289−36.8% | 減碼 |
| Keystone Financial Group | 10,803 | $43.4 萬 | 0.09% | +230+2.2% | 加碼 |
| MCF Advisors LLC | 10,783 | $43.4 萬 | 0.05% | +1,787+19.9% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 10,900 | $43.8 萬 | 0.39% | −1,000−8.4% | 減碼 |
| Premier Asset Management LLC | 10,883 | $43.8 萬 | 0.45% | +10,883 | 新進 |
| Pointe Capital Management LLC | 10,917 | $43.9 萬 | 0.35% | −103−0.9% | 減碼 |
| McCarthy Asset Management, Inc. | 10,908 | $43.9 萬 | 0.34% | +30.0% | 加碼 |
| Platform Technology Partners | 10,964 | $44.1 萬 | 0.25% | +700+6.8% | 加碼 |
| Radnor Capital Management, LLC | 11,023 | $44.3 萬 | 0.13% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 11,048 | $44.4 萬 | 0.03% | +456+4.3% | 加碼 |
| Claro Advisors LLC | 11,351 | $44.5 萬 | 0.18% | 00.0% | 不變 |
| Vontobel Asset Management Inc | 11,021 | $44.5 萬 | 0.00% | −79−0.7% | 減碼 |
| First Dallas Securities Inc. | 11,050 | $44.5 萬 | 0.31% | +200+1.8% | 加碼 |
| David Loasby | 10,759 | $44.6 萬 | 0.07% | +422+4.1% | 加碼 |
| Financial Advisory Service, Inc. | 11,166 | $44.9 萬 | 0.05% | +73+0.7% | 加碼 |
| 9258 Wealth Management, LLC | 11,165 | $44.9 萬 | 0.11% | +149+1.4% | 加碼 |
| Summit Financial, LLC | 11,182 | $45.0 萬 | 0.04% | +3,554+46.6% | 加碼 |
| All Terrain Financial Advisors, LLC | 11,198 | $45.0 萬 | 0.24% | +1,455+14.9% | 加碼 |
| Bank of Hawaii | 11,192 | $45.0 萬 | 0.03% | +4,849+76.4% | 加碼 |
| BTR Capital Management Inc | 11,241 | $45.2 萬 | 0.07% | 00.0% | 不變 |
| Boston Trust Walden Corp | 11,261 | $45.3 萬 | 0.00% | +5,552+97.2% | 加碼 |
| Clear Creek Financial Management, LLC | 11,291 | $45.4 萬 | 0.10% | −464−3.9% | 減碼 |
| Cahill Financial Advisors Inc | 11,274 | $45.4 萬 | 0.10% | +2,683+31.2% | 加碼 |
| Highline Wealth Partners LLC | 11,294 | $45.4 萬 | 0.37% | +11,294 | 新進 |
| Douglas Lane & Associates, LLC | 11,325 | $45.5 萬 | 0.01% | −84−0.7% | 減碼 |
| Basepoint Wealth LLC | 11,334 | $45.6 萬 | 0.49% | −335−2.9% | 減碼 |
| Sunflower Bank, N.A. | 11,339 | $45.6 萬 | 0.10% | −1,907−14.4% | 減碼 |
| Global Trust Asset Management, LLC | 11,346 | $45.6 萬 | 0.24% | −36−0.3% | 減碼 |
| Aj Wealth Strategies, LLC | 11,333 | $45.6 萬 | 0.03% | +11+0.1% | 加碼 |
| Alliance Wealth Advisors, LLC | 11,373 | $45.7 萬 | 0.43% | −681−5.6% | 減碼 |
| Arete Wealth Advisors, LLC | 11,373 | $45.7 萬 | 0.04% | +4,260+59.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 11,429 | $46.0 萬 | 0.04% | −172−1.5% | 減碼 |
| Aull & Monroe Investment Management Corp | 11,475 | $46.2 萬 | 0.25% | −354−3.0% | 減碼 |
| Private Portfolio Partners LLC | 11,491 | $46.2 萬 | 0.13% | +9+0.1% | 加碼 |
| Icapital Wealth LLC | 11,500 | $46.3 萬 | 0.33% | −7,500−39.5% | 減碼 |
| Financial Insights, Inc. | 11,512 | $46.3 萬 | 0.31% | +11,512 | 新進 |
| Anchor Investment Management, LLC | 11,563 | $46.5 萬 | 0.07% | +974+9.2% | 加碼 |
| Surevest, LLC | 11,592 | $46.6 萬 | 0.13% | +43+0.4% | 加碼 |
| Beaton Management Co. Inc. | 11,608 | $46.7 萬 | 0.35% | +415+3.7% | 加碼 |
| Par Capital Management Inc | 11,600 | $46.7 萬 | 0.02% | +11,600 | 新進 |
| Spinnaker Trust | 11,638 | $46.8 萬 | 0.04% | −10,335−47.0% | 減碼 |
| Titleist Asset Management, Ltd. | 11,642 | $46.8 萬 | 0.11% | −891−7.1% | 減碼 |
| Wealth Alliance | 11,634 | $46.8 萬 | 0.09% | −40.0% | 減碼 |
| Citizens Financial Group Inc | 11,673 | $46.9 萬 | 0.02% | −4,554−28.1% | 減碼 |
| Iowa State Bank | 11,672 | $46.9 萬 | 0.13% | −300−2.5% | 減碼 |
| Eqis Capital Management, Inc. | 11,679 | $47.0 萬 | 0.05% | −499−4.1% | 減碼 |
| First Nebraska Trust Co | 11,698 | $47.0 萬 | 0.07% | +438+3.9% | 加碼 |
| Chicago Trust Co NA | 11,717 | $47.1 萬 | 0.12% | +692+6.3% | 加碼 |
| LFA - Lugano Financial Advisors SA | 11,704 | $47.1 萬 | 0.37% | +5,852+100.0% | 加碼 |
| Burke & Herbert Bank & Trust Co | 11,739 | $47.2 萬 | 0.39% | −415−3.4% | 減碼 |
| Leisure Capital Management | 11,738 | $47.2 萬 | 0.29% | +428+3.8% | 加碼 |
| Farmers Trust Co | 11,754 | $47.3 萬 | 0.12% | +1,170+11.1% | 加碼 |
| Perennial Investment Advisors, LLC | 11,787 | $47.4 萬 | 0.22% | +126+1.1% | 加碼 |
| Jacobi Capital Management LLC | 11,796 | $47.4 萬 | 0.06% | +403+3.5% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,807 | $47.5 萬 | 0.18% | −17−0.1% | 減碼 |
| Legacy Private Trust Co. | 11,807 | $47.5 萬 | 0.05% | +11,807 | 新進 |
| Pacifica Capital Investments, LLC | 11,835 | $47.6 萬 | 0.18% | 00.0% | 不變 |
| Intrua Financial, LLC | 11,847 | $47.6 萬 | 0.13% | +796+7.2% | 加碼 |
| Jacobs & Co | 11,877 | $47.7 萬 | 0.07% | 00.0% | 不變 |
| Summit Asset Management, LLC | 11,850 | $47.7 萬 | 0.15% | 00.0% | 不變 |
| Resource Consulting Group Inc | 11,896 | $47.8 萬 | 0.14% | +11,896 | 新進 |
| Meridian Wealth Management, LLC | 11,923 | $48.0 萬 | 0.05% | −14,350−54.6% | 減碼 |
| Fortem Financial Group, LLC | 11,934 | $48.0 萬 | 0.33% | −3,492−22.6% | 減碼 |
| Capital Asset Advisory Services LLC | 11,934 | $48.0 萬 | 0.06% | +6,715+128.7% | 加碼 |
| Montecito Bank & Trust | 11,963 | $48.1 萬 | 0.13% | +168+1.4% | 加碼 |
| Fort Sheridan Advisors LLC | 12,035 | $48.4 萬 | 0.16% | −1,100−8.4% | 減碼 |
| Zions Bancorporation, N.A. | 12,053 | $48.4 萬 | 0.05% | +963+8.7% | 加碼 |
| Childress Capital Advisors, LLC | 11,620 | $48.4 萬 | 0.19% | +1,247+12.0% | 加碼 |
| South State Corp. | 12,080 | $48.6 萬 | 0.05% | −1,631−11.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 12,115 | $48.7 萬 | 0.05% | +392+3.3% | 加碼 |