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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Basepoint Wealth LLC | 11,334 | $45.6 萬 | 0.49% | −335−2.9% | 減碼 |
| Douglas Lane & Associates, LLC | 11,325 | $45.5 萬 | 0.01% | −84−0.7% | 減碼 |
| Highline Wealth Partners LLC | 11,294 | $45.4 萬 | 0.37% | +11,294 | 新進 |
| 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 |
| Boston Trust Walden Corp | 11,261 | $45.3 萬 | 0.00% | +5,552+97.2% | 加碼 |
| BTR Capital Management Inc | 11,241 | $45.2 萬 | 0.07% | 00.0% | 不變 |
| 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 |
| Summit Financial, LLC | 11,182 | $45.0 萬 | 0.04% | +3,554+46.6% | 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 |
| David Loasby | 10,759 | $44.6 萬 | 0.07% | +422+4.1% | 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 |
| Wealthcare Advisory Partners LLC | 11,048 | $44.4 萬 | 0.03% | +456+4.3% | 加碼 |
| Radnor Capital Management, LLC | 11,023 | $44.3 萬 | 0.13% | 00.0% | 不變 |
| Platform Technology Partners | 10,964 | $44.1 萬 | 0.25% | +700+6.8% | 加碼 |
| 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 |
| 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 |
| 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 |
| HighTower Trust Services, LTA | 10,697 | $43.0 萬 | 0.05% | −2,995−21.9% | 減碼 |
| Providence Capital Advisors, LLC | 10,673 | $42.9 萬 | 0.13% | −100−0.9% | 減碼 |
| 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 |
| Security National Bank of So Dak | 10,623 | $42.7 萬 | 0.38% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 10,571 | $42.5 萬 | 0.03% | −4,825−31.3% | 減碼 |
| JFS Wealth Advisors, LLC | 10,536 | $42.4 萬 | 0.05% | −2,080−16.5% | 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 |
| MUFG Securities EMEA plc | 10,449 | $42.0 萬 | 0.01% | −5,540−34.6% | 減碼 |
| Harbor Investment Advisory, LLC | 10,417 | $41.9 萬 | 0.07% | −195−1.8% | 減碼 |
| Athena Investment Management | 10,387 | $41.8 萬 | 0.35% | +150+1.5% | 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 |
| 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 |
| 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 |
| Valmark Advisers, Inc. | 10,259 | $41.3 萬 | 0.01% | +391+4.0% | 加碼 |
| Stephenson National Bank & Trust | 10,248 | $41.2 萬 | 0.29% | 00.0% | 不變 |
| HCR Wealth Advisors | 10,217 | $41.1 萬 | 0.09% | −54−0.5% | 減碼 |
| 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 |
| 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 |
| 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 |
| Aspen Investment Management Inc | 10,091 | $40.6 萬 | 0.27% | 00.0% | 不變 |
| Zuckerman Investment Group, LLC | 9,968 | $40.1 萬 | 0.08% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 9,932 | $39.9 萬 | 0.02% | −406−3.9% | 減碼 |
| 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 |
| Halbert Hargrove Global Advisors, LLC | 9,873 | $39.7 萬 | 0.03% | +1,041+11.8% | 加碼 |
| Peak Planning Group, LLC | 9,854 | $39.6 萬 | 0.37% | 00.0% | 不變 |
| Seeyond | 9,860 | $39.6 萬 | 0.05% | −533−5.1% | 減碼 |
| Fairview Capital Investment Management, LLC | 9,799 | $39.4 萬 | 0.03% | +28+0.3% | 加碼 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Summit X, LLC | 9,508 | $38.2 萬 | 0.11% | +1,284+15.6% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,477 | $38.1 萬 | 0.11% | 00.0% | 不變 |
| WealthShield Partners, LLC | 9,456 | $38.0 萬 | 0.08% | +11+0.1% | 加碼 |
| 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 |
| Krilogy Financial LLC | 9,406 | $37.8 萬 | 0.05% | −3,094−24.8% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 9,381 | $37.7 萬 | 0.31% | 00.0% | 不變 |
| Texas Capital Bancshares Inc | 9,337 | $37.6 萬 | 0.30% | −40−0.4% | 減碼 |
| Manchester Capital Management LLC | 9,333 | $37.5 萬 | 0.07% | −1,504−13.9% | 減碼 |
| Graypoint LLC | 9,304 | $37.4 萬 | 0.05% | +3,304+55.1% | 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 |
| 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 |
| 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 |
| 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 |