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 |
|---|---|---|---|---|---|
| YorkBridge Wealth Partners, LLC | 17,812 | $71.6 萬 | 0.18% | −955−5.1% | 減碼 |
| LWM Advisory Services, LLC | 17,812 | $71.6 萬 | 0.81% | +372+2.1% | 加碼 |
| Apella Capital, LLC | 17,763 | $71.4 萬 | 0.08% | −18,562−51.1% | 減碼 |
| Heartland Bank & Trust Co | 17,717 | $71.3 萬 | 0.68% | −295−1.6% | 減碼 |
| Wharton Business Group, LLC | 17,695 | $71.1 萬 | 0.05% | +215+1.2% | 加碼 |
| Vista Wealth Management Group, LLC | 15,708 | $71.0 萬 | 0.09% | −54−0.3% | 減碼 |
| Summit Financial Group Inc | 17,635 | $70.9 萬 | 0.29% | 00.0% | 不變 |
| Change Path, LLC | 17,612 | $70.8 萬 | 0.04% | −4,121−19.0% | 減碼 |
| Fort Point Capital Partners LLC | 17,551 | $70.6 萬 | 0.13% | −5,460−23.7% | 減碼 |
| AdvisorNet Financial, Inc | 17,564 | $70.6 萬 | 0.07% | −792−4.3% | 減碼 |
| Neumann Capital Management, LLC | 17,522 | $70.5 萬 | 0.36% | 00.0% | 不變 |
| Valtinson Bruner Financial Planning LLC | 17,515 | $70.4 萬 | 0.43% | +14+0.1% | 加碼 |
| XML Financial, LLC | 17,491 | $70.3 萬 | 0.10% | +900+5.4% | 加碼 |
| Narwhal Capital Management | 17,456 | $70.2 萬 | 0.10% | +623+3.7% | 加碼 |
| Northwest Investment Counselors, LLC | 17,411 | $70.0 萬 | 0.23% | −50−0.3% | 減碼 |
| Simmons Bank | 17,314 | $69.7 萬 | 0.07% | −300−1.7% | 減碼 |
| Legacy Financial Group LLC | 17,267 | $69.4 萬 | 0.23% | −2,430−12.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 17,240 | $69.3 萬 | 0.07% | −4,482−20.6% | 減碼 |
| IHT Wealth Management, LLC | 17,225 | $69.3 萬 | 0.05% | +7,663+80.1% | 加碼 |
| Chicago Capital, LLC | 17,169 | $69.1 萬 | 0.04% | 00.0% | 不變 |
| Lantz Financial LLC | 17,185 | $69.1 萬 | 0.36% | +166+1.0% | 加碼 |
| C2C Wealth Management, LLC | 15,849 | $69.0 萬 | 0.13% | −1,959−11.0% | 減碼 |
| Brookstone Capital Management | 16,921 | $68.5 萬 | 0.02% | +747+4.6% | 加碼 |
| Ingalls & Snyder LLC | 17,006 | $68.4 萬 | 0.04% | −56,997−77.0% | 減碼 |
| Strategic Investment Advisors | 16,998 | $68.3 萬 | 0.15% | +16,998 | 新進 |
| Douglass Winthrop Advisors, LLC | 16,900 | $68.0 萬 | 0.02% | −1,046−5.8% | 減碼 |
| GM Advisory Group, Inc. | 16,884 | $67.9 萬 | 0.09% | +179+1.1% | 加碼 |
| Mainstay Capital Management LLC | 16,852 | $67.8 萬 | 0.17% | −50−0.3% | 減碼 |
| Northwest Wealth Management, LLC | 16,812 | $67.6 萬 | 0.30% | −175−1.0% | 減碼 |
| Prudent Man Advisors, LLC | 16,789 | $67.5 萬 | 0.32% | +893+5.6% | 加碼 |
| Wakefield Asset Management LLLP | 16,773 | $67.5 萬 | 0.31% | +1,630+10.8% | 加碼 |
| Lipe & Dalton | 16,750 | $67.4 萬 | 0.42% | +1,000+6.3% | 加碼 |
| Vise Technologies, Inc. | 16,716 | $67.2 萬 | 0.25% | +5,831+53.6% | 加碼 |
| Cladis Investment Advisory, LLC | 16,669 | $67.0 萬 | 0.73% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 14,349 | $67.0 萬 | 0.50% | −619−4.1% | 減碼 |
| Stonnington Group, LLC | 15,315 | $66.8 萬 | 0.19% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 16,587 | $66.7 萬 | 0.08% | +408+2.5% | 加碼 |
| Stokes Family Office, LLC | 16,523 | $66.5 萬 | 0.09% | +998+6.4% | 加碼 |
| Keudell/Morrison Wealth Management | 16,450 | $66.2 萬 | 0.25% | −66−0.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 16,457 | $66.2 萬 | 0.12% | +5,283+47.3% | 加碼 |
| Hutner Capital Management Inc | 16,434 | $66.1 萬 | 0.46% | −305−1.8% | 減碼 |
| Gryphon Financial Partners LLC | 16,420 | $66.1 萬 | 0.17% | +3,794+30.0% | 加碼 |
| Parsec Financial Management, Inc. | 16,412 | $66.0 萬 | 0.03% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 16,400 | $66.0 萬 | 0.20% | +250+1.5% | 加碼 |
| Garrison Point Advisors, LLC | 16,390 | $65.9 萬 | 0.59% | 00.0% | 不變 |
| Tower Bridge Advisors | 16,350 | $65.8 萬 | 0.06% | −3,300−16.8% | 減碼 |
| FinTrust Capital Advisors, LLC | 14,709 | $65.7 萬 | 0.17% | −268−1.8% | 減碼 |
| North Star Asset Management Inc | 16,198 | $65.1 萬 | 0.04% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 16,188 | $65.1 萬 | 0.15% | +13+0.1% | 加碼 |
| Richwood Investment Advisors, LLC | 16,125 | $64.9 萬 | 0.71% | −970−5.7% | 減碼 |
| Equitable Trust Co | 16,110 | $64.8 萬 | 0.05% | +5,420+50.7% | 加碼 |
| Element Wealth, LLC | 16,076 | $64.7 萬 | 0.60% | +455+2.9% | 加碼 |
| Rockland Trust Co | 16,074 | $64.6 萬 | 0.05% | −391−2.4% | 減碼 |
| Northeast Investment Management | 16,045 | $64.5 萬 | 0.04% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 16,007 | $64.4 萬 | 0.04% | +1,041+7.0% | 加碼 |
| Stock Yards Bank & Trust Co | 15,981 | $64.2 萬 | 0.03% | −102−0.6% | 減碼 |
| DMG Group, LLC | 15,433 | $64.2 萬 | 0.78% | −100−0.6% | 減碼 |
| Sather Financial Group Inc | 15,936 | $64.1 萬 | 0.07% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 15,814 | $63.6 萬 | 0.10% | +13+0.1% | 加碼 |
| Aspire Private Capital, LLC | 15,755 | $63.4 萬 | 0.24% | +13,426+576.5% | 加碼 |
| Old North State Trust, LLC | 15,745 | $63.3 萬 | 0.55% | +15,735+157,350.0% | 加碼 |
| Diligent Investors, LLC | 15,695 | $63.1 萬 | 0.23% | −15−0.1% | 減碼 |
| 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 |
| Waldron Private Wealth LLC | 15,654 | $62.9 萬 | 0.04% | +2,185+16.2% | 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 |
| 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 |
| Alpha DNA Investment Management LLC | 15,537 | $62.4 萬 | 0.54% | +15,537 | 新進 |
| American Trust | 15,434 | $62.1 萬 | 0.05% | −360−2.3% | 減碼 |
| Mengis Capital Management, Inc. | 15,404 | $61.9 萬 | 0.15% | −3,348−17.9% | 減碼 |
| 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 |
| HBK Sorce Advisory LLC | 15,207 | $61.2 萬 | 0.04% | +4,309+39.5% | 加碼 |
| QVR LLC | 15,019 | $60.4 萬 | 0.55% | +12,332+459.0% | 加碼 |
| Cito Capital Group, LLC | 15,000 | $60.3 萬 | 0.35% | 00.0% | 不變 |
| North Star Investment Management Corp. | 14,969 | $60.2 萬 | 0.06% | −954−6.0% | 減碼 |
| Hilltop Holdings Inc. | 14,850 | $59.7 萬 | 0.08% | −705−4.5% | 減碼 |
| 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 |
| Brooks, Moore & Associates, Inc. | 14,733 | $59.3 萬 | 0.48% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 14,716 | $59.2 萬 | 0.18% | +2,429+19.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 14,701 | $59.0 萬 | 0.14% | −163−1.1% | 減碼 |
| Bragg Financial Advisors, Inc | 14,639 | $58.9 萬 | 0.04% | +4,415+43.2% | 加碼 |
| Baldwin Brothers Inc | 14,425 | $58.1 萬 | 0.08% | −275−1.9% | 減碼 |
| 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 |
| 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 |
| Gradient Investments LLC | 14,312 | $57.6 萬 | 0.02% | +85+0.6% | 加碼 |
| Kovack Advisors, Inc. | 14,280 | $57.4 萬 | 0.08% | −853−5.6% | 減碼 |
| 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 |
| 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 |
| 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 |
| VELA Investment Management, LLC | 14,136 | $56.9 萬 | 0.32% | +70.0% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 14,130 | $56.8 萬 | 0.09% | +6,670+89.4% | 加碼 |