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 |
|---|---|---|---|---|---|
| London & Capital Asset Management Ltd | 12,131 | $48.8 萬 | 0.05% | +119+1.0% | 加碼 |
| City State Bank | 12,123 | $48.8 萬 | 0.34% | +6,437+113.2% | 加碼 |
| G&S Capital LLC | 12,203 | $49.1 萬 | 0.26% | +10.0% | 加碼 |
| Good Life Advisors, LLC | 12,286 | $49.4 萬 | 0.07% | +92+0.8% | 加碼 |
| Webster Bank, N. A. | 12,345 | $49.6 萬 | 0.07% | −518−4.0% | 減碼 |
| Edge Capital Group, LLC | 12,380 | $49.8 萬 | 0.04% | −278−2.2% | 減碼 |
| Stelac Advisory Services LLC | 12,383 | $49.8 萬 | 0.23% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 12,451 | $50.1 萬 | 0.08% | +4,391+54.5% | 加碼 |
| Marcum Wealth, LLC | 12,473 | $50.2 萬 | 0.08% | +1,178+10.4% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 12,497 | $50.3 萬 | 0.04% | +261+2.1% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 12,544 | $50.5 萬 | 0.14% | −25−0.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 12,599 | $50.7 萬 | 0.06% | −162−1.3% | 減碼 |
| Liberty Wealth Management LLC | 12,625 | $50.7 萬 | 0.14% | +77+0.6% | 加碼 |
| Lakeside Advisors, INC. | 12,658 | $50.9 萬 | 0.46% | −100−0.8% | 減碼 |
| Proequities, Inc. | 12,695 | $51.1 萬 | 0.05% | −43−0.3% | 減碼 |
| Davis R M Inc | 12,720 | $51.2 萬 | 0.01% | +6,941+120.1% | 加碼 |
| M Holdings Securities, Inc. | 12,789 | $51.4 萬 | 0.06% | −188−1.4% | 減碼 |
| Family Legacy, Inc. | 12,800 | $51.5 萬 | 0.26% | 00.0% | 不變 |
| Canandaigua National Corp | 12,821 | $51.6 萬 | 0.09% | −1,777−12.2% | 減碼 |
| Monument Capital Management | 12,828 | $51.6 萬 | 0.19% | +4,589+55.7% | 加碼 |
| Madison Wealth Management | 12,852 | $51.7 萬 | 0.13% | +679+5.6% | 加碼 |
| Sheets Smith Wealth Management | 12,879 | $51.8 萬 | 0.09% | +9+0.1% | 加碼 |
| Wintrust Investments LLC | 12,908 | $51.9 萬 | 0.06% | −529−3.9% | 減碼 |
| Cutler Group LP | 12,950 | $52.0 萬 | 0.06% | −24,771−65.7% | 減碼 |
| Purus Wealth Management, LLC | 13,014 | $52.3 萬 | 0.48% | +85+0.7% | 加碼 |
| Highlander Capital Management, LLC | 13,037 | $52.4 萬 | 0.30% | −2,000−13.3% | 減碼 |
| IPG Investment Advisors LLC | 13,039 | $52.4 萬 | 0.15% | −1,554−10.6% | 減碼 |
| Gagnon Securities LLC | 13,056 | $52.5 萬 | 0.12% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 13,083 | $52.6 萬 | 0.01% | −62−0.5% | 減碼 |
| West Bancorporation Inc | 13,091 | $52.7 萬 | 0.39% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 13,164 | $52.9 萬 | 0.08% | −75−0.6% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 13,136 | $53.0 萬 | 0.01% | −6,046−31.5% | 減碼 |
| Weatherly Asset Management L. P. | 13,172 | $53.0 萬 | 0.08% | 00.0% | 不變 |
| Boston Common Asset Management, LLC | 13,260 | $53.3 萬 | 0.03% | +27+0.2% | 加碼 |
| Welch Group, LLC | 13,286 | $53.4 萬 | 0.03% | +300+2.3% | 加碼 |
| Knuff & Co LLC | 13,304 | $53.5 萬 | 0.25% | 00.0% | 不變 |
| Guardian Wealth Management, Inc. | 13,301 | $53.5 萬 | 0.61% | +8+0.1% | 加碼 |
| Alterna Wealth Management, Inc | 13,317 | $53.6 萬 | 0.64% | −1,350−9.2% | 減碼 |
| Chilton Capital Management LLC | 13,320 | $53.6 萬 | 0.04% | −350−2.6% | 減碼 |
| Pettyjohn, Wood & White, Inc | 13,329 | $53.6 萬 | 0.14% | +20.0% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 13,345 | $53.7 萬 | 0.02% | +3,120+30.5% | 加碼 |
| Cardiff Park Advisors, LLC | 13,412 | $53.9 萬 | 0.08% | −1,031−7.1% | 減碼 |
| FineMark National Bank & Trust | 13,407 | $53.9 萬 | 0.03% | −169−1.2% | 減碼 |
| Eclectic Associates Inc | 13,436 | $54.0 萬 | 0.35% | −796−5.6% | 減碼 |
| Front Street Capital Management, Inc. | 13,457 | $54.1 萬 | 0.14% | −315−2.3% | 減碼 |
| RGT Wealth Advisors, LLC | 13,532 | $54.4 萬 | 0.09% | +2,432+21.9% | 加碼 |
| Convergence Investment Partners, LLC | 13,558 | $54.5 萬 | 0.36% | −4,138−23.4% | 減碼 |
| Carson Advisory Inc. | 13,557 | $54.5 萬 | 0.60% | −265−1.9% | 減碼 |
| AXS Investments LLC | 13,626 | $54.8 萬 | 0.21% | −2,430−15.1% | 減碼 |
| Financial Advisory Corp | 13,633 | $54.8 萬 | 0.31% | −388−2.8% | 減碼 |
| BBR Partners, LLC | 13,676 | $55.0 萬 | 0.07% | −7,817−36.4% | 減碼 |
| Woodmont Investment Counsel LLC | 13,677 | $55.0 萬 | 0.07% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 13,693 | $55.1 萬 | 0.02% | −847−5.8% | 減碼 |
| AIMZ Investment Advisors, LLC | 13,729 | $55.2 萬 | 0.28% | 00.0% | 不變 |
| Triumph Capital Management | 13,752 | $55.3 萬 | 0.30% | −103−0.7% | 減碼 |
| First Foundation Advisors | 13,809 | $55.5 萬 | 0.03% | +825+6.4% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 13,875 | $55.8 萬 | 0.65% | 00.0% | 不變 |
| Walled Lake Planning & Wealth Management, LLC | 13,907 | $55.9 萬 | 0.39% | 00.0% | 不變 |
| Osterweis Capital Management Inc | 13,896 | $55.9 萬 | 0.04% | 00.0% | 不變 |
| Shakespeare Wealth Management, Inc. | 13,924 | $56.0 萬 | 0.24% | −75−0.5% | 減碼 |
| Coastline Trust Co | 13,996 | $56.3 萬 | 0.09% | +8,175+140.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 14,130 | $56.8 萬 | 0.09% | +6,670+89.4% | 加碼 |
| VELA Investment Management, LLC | 14,136 | $56.9 萬 | 0.32% | +70.0% | 加碼 |
| Harbour Investments, Inc. | 14,547 | $57.0 萬 | 0.04% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 14,165 | $57.0 萬 | 0.54% | +364+2.6% | 加碼 |
| Steel Peak Wealth Management LLC | 14,202 | $57.1 萬 | 0.04% | −1,100−7.2% | 減碼 |
| One Wealth Advisors, LLC | 14,191 | $57.1 萬 | 0.19% | +2,875+25.4% | 加碼 |
| Sittner & Nelson, LLC | 14,217 | $57.2 萬 | 0.38% | −1,062−7.0% | 減碼 |
| Essex Savings Bank | 14,209 | $57.2 萬 | 0.23% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 14,280 | $57.4 萬 | 0.08% | −853−5.6% | 減碼 |
| Gradient Investments LLC | 14,312 | $57.6 萬 | 0.02% | +85+0.6% | 加碼 |
| Cypress Wealth Services, LLC | 13,816 | $57.7 萬 | 0.20% | −31,796−69.7% | 減碼 |
| MV Capital Management, Inc. | 14,358 | $57.7 萬 | 0.10% | +662+4.8% | 加碼 |
| LexAurum Advisors, LLC | 14,386 | $57.9 萬 | 0.22% | +12+0.1% | 加碼 |
| Heritage Wealth Management, LLC | 14,387 | $57.9 萬 | 0.19% | +237+1.7% | 加碼 |
| Baldwin Brothers Inc | 14,425 | $58.1 萬 | 0.08% | −275−1.9% | 減碼 |
| Bragg Financial Advisors, Inc | 14,639 | $58.9 萬 | 0.04% | +4,415+43.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 14,701 | $59.0 萬 | 0.14% | −163−1.1% | 減碼 |
| Hexagon Capital Partners LLC | 14,716 | $59.2 萬 | 0.18% | +2,429+19.8% | 加碼 |
| Brooks, Moore & Associates, Inc. | 14,733 | $59.3 萬 | 0.48% | 00.0% | 不變 |
| Kathleen S. Wright Associates Inc. | 14,817 | $59.6 萬 | 0.48% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 14,818 | $59.6 萬 | 0.01% | +402+2.8% | 加碼 |
| Hilltop Holdings Inc. | 14,850 | $59.7 萬 | 0.08% | −705−4.5% | 減碼 |
| North Star Investment Management Corp. | 14,969 | $60.2 萬 | 0.06% | −954−6.0% | 減碼 |
| Cito Capital Group, LLC | 15,000 | $60.3 萬 | 0.35% | 00.0% | 不變 |
| QVR LLC | 15,019 | $60.4 萬 | 0.55% | +12,332+459.0% | 加碼 |
| HBK Sorce Advisory LLC | 15,207 | $61.2 萬 | 0.04% | +4,309+39.5% | 加碼 |
| JNBA Financial Advisors | 15,257 | $61.4 萬 | 0.09% | −542−3.4% | 減碼 |
| Journey Strategic Wealth LLC | 15,268 | $61.4 萬 | 0.08% | +4,727+44.8% | 加碼 |
| Mengis Capital Management, Inc. | 15,404 | $61.9 萬 | 0.15% | −3,348−17.9% | 減碼 |
| American Trust | 15,434 | $62.1 萬 | 0.05% | −360−2.3% | 減碼 |
| Alpha DNA Investment Management LLC | 15,537 | $62.4 萬 | 0.54% | +15,537 | 新進 |
| Murphy Pohlad Asset Management LLC | 15,559 | $62.5 萬 | 0.29% | −100−0.6% | 減碼 |
| Pure Financial Advisors, Inc. | 15,547 | $62.5 萬 | 0.04% | +725+4.9% | 加碼 |
| Abbrea Capital, LLC | 15,619 | $62.8 萬 | 0.12% | −1,454−8.5% | 減碼 |
| O'Neil Global Advisors, Inc. | 15,615 | $62.8 萬 | 2.49% | −30.0% | 減碼 |
| Waldron Private Wealth LLC | 15,654 | $62.9 萬 | 0.04% | +2,185+16.2% | 加碼 |
| Becker Capital Management Inc | 15,663 | $63.0 萬 | 0.03% | −289−1.8% | 減碼 |
| Tudor Investment Corp Et Al | 15,671 | $63.0 萬 | 0.02% | +15,671 | 新進 |
| Diligent Investors, LLC | 15,695 | $63.1 萬 | 0.23% | −15−0.1% | 減碼 |