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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 13,996 | $56.3 萬 | 0.09% | +8,175+140.4% | 加碼 |
| Shakespeare Wealth Management, Inc. | 13,924 | $56.0 萬 | 0.24% | −75−0.5% | 減碼 |
| 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 |
| Wilson & Boucher Capital Management, LLC | 13,875 | $55.8 萬 | 0.65% | 00.0% | 不變 |
| First Foundation Advisors | 13,809 | $55.5 萬 | 0.03% | +825+6.4% | 加碼 |
| Triumph Capital Management | 13,752 | $55.3 萬 | 0.30% | −103−0.7% | 減碼 |
| AIMZ Investment Advisors, LLC | 13,729 | $55.2 萬 | 0.28% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 13,693 | $55.1 萬 | 0.02% | −847−5.8% | 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 |
| 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 |
| 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 |
| RGT Wealth Advisors, LLC | 13,532 | $54.4 萬 | 0.09% | +2,432+21.9% | 加碼 |
| Front Street Capital Management, Inc. | 13,457 | $54.1 萬 | 0.14% | −315−2.3% | 減碼 |
| Eclectic Associates Inc | 13,436 | $54.0 萬 | 0.35% | −796−5.6% | 減碼 |
| 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 |
| Wilbanks Smith & Thomas Asset Management LLC | 13,345 | $53.7 萬 | 0.02% | +3,120+30.5% | 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 |
| 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 |
| Welch Group, LLC | 13,286 | $53.4 萬 | 0.03% | +300+2.3% | 加碼 |
| Boston Common Asset Management, LLC | 13,260 | $53.3 萬 | 0.03% | +27+0.2% | 加碼 |
| 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 |
| Beach Investment Counsel Inc | 13,164 | $52.9 萬 | 0.08% | −75−0.6% | 減碼 |
| West Bancorporation Inc | 13,091 | $52.7 萬 | 0.39% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 13,083 | $52.6 萬 | 0.01% | −62−0.5% | 減碼 |
| Gagnon Securities LLC | 13,056 | $52.5 萬 | 0.12% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 13,039 | $52.4 萬 | 0.15% | −1,554−10.6% | 減碼 |
| Highlander Capital Management, LLC | 13,037 | $52.4 萬 | 0.30% | −2,000−13.3% | 減碼 |
| Purus Wealth Management, LLC | 13,014 | $52.3 萬 | 0.48% | +85+0.7% | 加碼 |
| Cutler Group LP | 12,950 | $52.0 萬 | 0.06% | −24,771−65.7% | 減碼 |
| Wintrust Investments LLC | 12,908 | $51.9 萬 | 0.06% | −529−3.9% | 減碼 |
| Sheets Smith Wealth Management | 12,879 | $51.8 萬 | 0.09% | +9+0.1% | 加碼 |
| Madison Wealth Management | 12,852 | $51.7 萬 | 0.13% | +679+5.6% | 加碼 |
| 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 |
| Family Legacy, Inc. | 12,800 | $51.5 萬 | 0.26% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 12,789 | $51.4 萬 | 0.06% | −188−1.4% | 減碼 |
| Davis R M Inc | 12,720 | $51.2 萬 | 0.01% | +6,941+120.1% | 加碼 |
| Proequities, Inc. | 12,695 | $51.1 萬 | 0.05% | −43−0.3% | 減碼 |
| Lakeside Advisors, INC. | 12,658 | $50.9 萬 | 0.46% | −100−0.8% | 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 |
| Mraz, Amerine & Associates, Inc. | 12,544 | $50.5 萬 | 0.14% | −25−0.2% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 12,497 | $50.3 萬 | 0.04% | +261+2.1% | 加碼 |
| Marcum Wealth, LLC | 12,473 | $50.2 萬 | 0.08% | +1,178+10.4% | 加碼 |
| Lindbrook Capital, LLC | 12,451 | $50.1 萬 | 0.08% | +4,391+54.5% | 加碼 |
| 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 |
| Webster Bank, N. A. | 12,345 | $49.6 萬 | 0.07% | −518−4.0% | 減碼 |
| Good Life Advisors, LLC | 12,286 | $49.4 萬 | 0.07% | +92+0.8% | 加碼 |
| G&S Capital LLC | 12,203 | $49.1 萬 | 0.26% | +10.0% | 加碼 |
| 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 |
| Cornerstone Wealth Management, LLC | 12,115 | $48.7 萬 | 0.05% | +392+3.3% | 加碼 |
| South State Corp. | 12,080 | $48.6 萬 | 0.05% | −1,631−11.9% | 減碼 |
| 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 |
| Montecito Bank & Trust | 11,963 | $48.1 萬 | 0.13% | +168+1.4% | 加碼 |
| 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 |
| Resource Consulting Group Inc | 11,896 | $47.8 萬 | 0.14% | +11,896 | 新進 |
| 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 |
| 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 |
| 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 |
| 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 |
| Farmers Trust Co | 11,754 | $47.3 萬 | 0.12% | +1,170+11.1% | 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 |
| 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 |
| First Nebraska Trust Co | 11,698 | $47.0 萬 | 0.07% | +438+3.9% | 加碼 |
| Eqis Capital Management, Inc. | 11,679 | $47.0 萬 | 0.05% | −499−4.1% | 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 |
| 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 |
| 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 |
| Surevest, LLC | 11,592 | $46.6 萬 | 0.13% | +43+0.4% | 加碼 |
| Anchor Investment Management, LLC | 11,563 | $46.5 萬 | 0.07% | +974+9.2% | 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 |
| Private Portfolio Partners LLC | 11,491 | $46.2 萬 | 0.13% | +9+0.1% | 加碼 |
| Aull & Monroe Investment Management Corp | 11,475 | $46.2 萬 | 0.25% | −354−3.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 11,429 | $46.0 萬 | 0.04% | −172−1.5% | 減碼 |