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 |
|---|---|---|---|---|---|
| Sippican Capital Advisors | 9,136 | $36.7 萬 | 0.38% | −1,370−13.0% | 減碼 |
| S.A. Mason LLC | 9,136 | $36.7 萬 | 0.29% | 00.0% | 不變 |
| Marietta Investment Partners LLC | 7,845 | $36.7 萬 | 0.11% | 00.0% | 不變 |
| Heritage Investors Management Corp | 9,090 | $36.6 萬 | 0.02% | −240−2.6% | 減碼 |
| Lyell Wealth Management, LP | 9,076 | $36.5 萬 | 0.06% | +23+0.3% | 加碼 |
| Formidable Asset Management, LLC | 8,026 | $36.5 萬 | 0.08% | −100−1.2% | 減碼 |
| Novare Capital Management LLC | 9,059 | $36.4 萬 | 0.05% | −9,566−51.4% | 減碼 |
| River Wealth Advisors LLC | 9,048 | $36.4 萬 | 0.08% | +211+2.4% | 加碼 |
| Zacks Investment Management | 9,014 | $36.3 萬 | 0.01% | −5,851−39.4% | 減碼 |
| Solidarilty Wealth, LLC | 7,715 | $36.3 萬 | 0.21% | −370−4.6% | 減碼 |
| Cim Investment Mangement Inc | 9,018 | $36.3 萬 | 0.16% | 00.0% | 不變 |
| Nexus Investment Management ULC | 9,000 | $36.2 萬 | 0.05% | 00.0% | 不變 |
| Colonial Trust Advisors | 8,973 | $36.1 萬 | 0.05% | −186−2.0% | 減碼 |
| Monticello Wealth Management, LLC | 8,974 | $36.1 萬 | 0.04% | +10.0% | 加碼 |
| Mycio Wealth Partners, LLC | 8,949 | $36.0 萬 | 0.14% | 00.0% | 不變 |
| Royal Fund Management, LLC | 8,936 | $35.9 萬 | 0.07% | +44+0.5% | 加碼 |
| First National Bank | 8,927 | $35.9 萬 | 0.33% | +150+1.7% | 加碼 |
| Altfest L J & Co Inc | 8,907 | $35.8 萬 | 0.07% | −650−6.8% | 減碼 |
| Regatta Capital Group, LLC | 9,144 | $35.8 萬 | 0.15% | +1,353+17.4% | 加碼 |
| Spectrum Management Group, LLC | 8,885 | $35.7 萬 | 0.08% | 00.0% | 不變 |
| Traphagen Investment Advisors LLC | 8,835 | $35.5 萬 | 0.07% | +15+0.2% | 加碼 |
| Latitude Advisors, LLC | 8,815 | $35.5 萬 | 0.29% | −997−10.2% | 減碼 |
| Sweet Financial Partners, LLC | 8,845 | $35.5 萬 | 0.11% | +2,036+29.9% | 加碼 |
| Hartline Investment Corp | 8,815 | $35.5 萬 | 0.29% | +8,815 | 新進 |
| First PREMIER Bank | 8,795 | $35.4 萬 | 0.12% | −274−3.0% | 減碼 |
| Trust Co of Vermont | 8,811 | $35.4 萬 | 0.03% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 8,779 | $35.3 萬 | 0.15% | −2,692−23.5% | 減碼 |
| Bordeaux Wealth Advisors LLC | 8,779 | $35.3 萬 | 0.22% | −1,311−13.0% | 減碼 |
| Contravisory Investment Management, Inc. | 8,771 | $35.3 萬 | 0.12% | −318−3.5% | 減碼 |
| Roosevelt Investment Group LLC | 8,742 | $35.2 萬 | 0.03% | +1,425+19.5% | 加碼 |
| Biltmore Family Office, LLC | 8,719 | $35.1 萬 | 0.08% | +15+0.2% | 加碼 |
| ASB Consultores, LLC | 8,683 | $34.9 萬 | 0.16% | +1,315+17.8% | 加碼 |
| IVC Wealth Advisors LLC | 8,647 | $34.8 萬 | 0.28% | +16+0.2% | 加碼 |
| Plante Moran Financial Advisors, LLC | 8,634 | $34.7 萬 | 0.06% | +17+0.2% | 加碼 |
| Financial Engines Advisors L.L.C. | 8,588 | $34.5 萬 | 0.00% | −288−3.2% | 減碼 |
| Schulhoff & Co Inc | 8,530 | $34.3 萬 | 0.18% | +20.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,517 | $34.3 萬 | 0.02% | +8,517 | 新進 |
| IFG Advisory, LLC | 8,543 | $34.3 萬 | 0.03% | +8,543 | 新進 |
| Institute for Wealth Management, LLC. | 8,513 | $34.2 萬 | 0.08% | −3,324−28.1% | 減碼 |
| Bollard Group LLC | 8,470 | $34.1 萬 | 0.01% | 00.0% | 不變 |
| MKT Advisors LLC | 8,455 | $34.0 萬 | 0.30% | −548−6.1% | 減碼 |
| Sawgrass Asset Management LLC | 8,465 | $34.0 萬 | 0.05% | −230−2.6% | 減碼 |
| Cornerstone Advisory, LLC | 8,446 | $34.0 萬 | 0.08% | +23+0.3% | 加碼 |
| Plancorp, LLC | 8,455 | $34.0 萬 | 0.02% | +171+2.1% | 加碼 |
| Nichols & Pratt Advisers LLP | 8,400 | $33.8 萬 | 0.03% | 00.0% | 不變 |
| Kore Private Wealth LLC | 8,408 | $33.8 萬 | 0.06% | +33+0.4% | 加碼 |
| Grove Bank & Trust | 8,370 | $33.7 萬 | 0.08% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 8,360 | $33.6 萬 | 0.06% | +8,360 | 新進 |
| Field & Main Bank | 8,334 | $33.5 萬 | 0.22% | +44+0.5% | 加碼 |
| Evermay Wealth Management LLC | 8,304 | $33.4 萬 | 0.07% | 00.0% | 不變 |
| CVA Family Office, LLC | 8,307 | $33.4 萬 | 0.09% | +1,010+13.8% | 加碼 |
| Cohen Capital Management, Inc. | 8,274 | $33.3 萬 | 0.07% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 8,251 | $33.2 萬 | 0.07% | −16,509−66.7% | 減碼 |
| Red Door Wealth Management, LLC | 8,262 | $33.2 萬 | 0.13% | +463+5.9% | 加碼 |
| Astoria Portfolio Advisors LLC. | 8,246 | $33.2 萬 | 0.23% | +975+13.4% | 加碼 |
| Crawford Investment Counsel Inc | 8,194 | $33.0 萬 | 0.01% | −418−4.9% | 減碼 |
| New Millennium Group LLC | 8,158 | $32.8 萬 | 0.36% | +208+2.6% | 加碼 |
| BancFirst Trust & Investment Management | 8,100 | $32.8 萬 | 0.19% | +8,100 | 新進 |
| Cidel Asset Management Inc | 8,100 | $32.6 萬 | 0.02% | 00.0% | 不變 |
| BancorpSouth Bank | 8,062 | $32.5 萬 | 0.03% | +8,062 | 新進 |
| Cambridge Advisors Inc. | 8,052 | $32.4 萬 | 0.09% | −298−3.6% | 減碼 |
| Piscataqua Savings Bank | 8,063 | $32.4 萬 | 0.31% | −80−1.0% | 減碼 |
| Monetary Management Group Inc | 8,047 | $32.4 萬 | 0.11% | 00.0% | 不變 |
| Cutler Investment Counsel LLC | 8,047 | $32.4 萬 | 0.05% | 00.0% | 不變 |
| Old West Investment Management, LLC | 8,037 | $32.3 萬 | 0.23% | −2,573−24.3% | 減碼 |
| Axiom Financial Strategies, LLC | 8,023 | $32.3 萬 | 0.17% | −971−10.8% | 減碼 |
| West Wealth Group, LLC | 8,025 | $32.2 萬 | 0.16% | +22+0.3% | 加碼 |
| Investment Partners, Ltd. | 8,008 | $32.2 萬 | 0.10% | +8,008 | 新進 |
| Washington Capital Management Inc | 8,000 | $32.2 萬 | 0.32% | 00.0% | 不變 |
| Planning Center, Inc. | 7,981 | $32.1 萬 | 0.25% | 00.0% | 不變 |
| Wealth Effects LLC | 7,984 | $32.1 萬 | 0.20% | +95+1.2% | 加碼 |
| LVW Advisors, LLC | 7,958 | $32.0 萬 | 0.07% | +853+12.0% | 加碼 |
| Ghe, LLC | 7,923 | $31.9 萬 | 0.35% | +2,160+37.5% | 加碼 |
| Legacy Financial Advisors, Inc. | 7,893 | $31.7 萬 | 0.08% | +1,653+26.5% | 加碼 |
| PrairieView Partners, LLC | 7,845 | $31.6 萬 | 0.05% | −6,932−46.9% | 減碼 |
| Ausdal Financial Partners, Inc. | 7,853 | $31.6 萬 | 0.05% | −449−5.4% | 減碼 |
| Weil Company, Inc. | 7,809 | $31.4 萬 | 0.19% | −100−1.3% | 減碼 |
| Front Row Advisors LLC | 7,808 | $31.4 萬 | 0.16% | −24−0.3% | 減碼 |
| Atwood & Palmer Inc | 7,800 | $31.4 萬 | 0.03% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 7,825 | $31.4 萬 | 0.06% | 00.0% | 不變 |
| Claar Advisors LLC | 7,800 | $31.4 萬 | 0.13% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 7,773 | $31.3 萬 | 0.09% | +339+4.6% | 加碼 |
| FLC Capital Advisors | 7,787 | $31.3 萬 | 0.11% | +7,787 | 新進 |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $31.2 萬 | 0.09% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 7,733 | $31.1 萬 | 0.00% | −82,398−91.4% | 減碼 |
| Twin Focus Capital Partners, LLC | 7,731 | $31.1 萬 | 0.07% | −25−0.3% | 減碼 |
| M&R Capital Management Inc | 7,732 | $31.1 萬 | 0.09% | +10.0% | 加碼 |
| Parsons Capital Management Inc | 7,744 | $31.1 萬 | 0.03% | +329+4.4% | 加碼 |
| Bridge Creek Capital Management LLC | 7,700 | $31.0 萬 | 0.13% | 00.0% | 不變 |
| Atom Investors LP | 7,708 | $31.0 萬 | 0.11% | +7,708 | 新進 |
| E Fund Management Co., Ltd. | 7,681 | $30.9 萬 | 0.03% | +155+2.1% | 加碼 |
| Axxcess Wealth Management, LLC | 7,646 | $30.8 萬 | 0.03% | +122+1.6% | 加碼 |
| Tributary Capital Management, LLC | 7,625 | $30.7 萬 | 0.03% | −100−1.3% | 減碼 |
| First Citizens Financial Corp | 7,613 | $30.6 萬 | 0.30% | −435−5.4% | 減碼 |
| Evolution Advisers, Inc. | 7,627 | $30.6 萬 | 0.27% | 00.0% | 不變 |
| L2 Asset Management, LLC | 7,586 | $30.5 萬 | 0.23% | +940+14.1% | 加碼 |
| Arrow Financial Corp | 7,560 | $30.4 萬 | 0.04% | 00.0% | 不變 |
| Agate Pass Investment Management, LLC | 7,550 | $30.4 萬 | 0.23% | +275+3.8% | 加碼 |
| Buttonwood Financial Advisors Inc. | 7,171 | $30.4 萬 | 0.27% | +241+3.5% | 加碼 |
| Founders Financial Alliance, LLC | 7,539 | $30.3 萬 | 0.15% | −11,645−60.7% | 減碼 |