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 |
|---|---|---|---|---|---|
| Ballast, Inc. | 7,555 | $30.3 萬 | 0.15% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 7,518 | $30.2 萬 | 0.38% | 00.0% | 不變 |
| Magnolia Capital Management Ltd | 7,500 | $30.2 萬 | 0.31% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 7,477 | $30.1 萬 | 0.02% | −2,139−22.2% | 減碼 |
| Cedar Brook Financial Partners, LLC | 7,470 | $30.0 萬 | 0.10% | +123+1.7% | 加碼 |
| Verus Capital Partners, LLC | 7,451 | $30.0 萬 | 0.06% | +909+13.9% | 加碼 |
| E&G Advisors, LP | 7,448 | $30.0 萬 | 0.11% | −120−1.6% | 減碼 |
| Intrust Bank NA | 7,477 | $30.0 萬 | 0.05% | +27+0.4% | 加碼 |
| ETF Managers Group, LLC | 7,457 | $30.0 萬 | 0.01% | +7,457 | 新進 |
| Visionary Wealth Advisors | 7,437 | $29.9 萬 | 0.03% | −2,328−23.8% | 減碼 |
| New Jersey Better Educational Savings Trust | 7,401 | $29.8 萬 | 1.00% | 00.0% | 不變 |
| Howland Capital Management LLC | 7,405 | $29.8 萬 | 0.02% | +7,405 | 新進 |
| First National Bank & Trust Co of Newtown | 7,379 | $29.7 萬 | 0.07% | 00.0% | 不變 |
| Delta Investment Management, LLC | 7,374 | $29.7 萬 | 0.13% | +260+3.7% | 加碼 |
| Pegasus Partners Ltd. | 7,353 | $29.6 萬 | 0.06% | +7,353 | 新進 |
| UMA Financial Services, Inc. | 6,794 | $29.4 萬 | 0.09% | −100−1.5% | 減碼 |
| Interchange Capital Partners, LLC | 7,317 | $29.4 萬 | 0.32% | +7,317 | 新進 |
| Heron Financial Group, LLC | 7,270 | $29.2 萬 | 0.18% | 00.0% | 不變 |
| Waddell & Associates, LLC | 7,261 | $29.2 萬 | 0.06% | +4+0.1% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,241 | $29.1 萬 | 0.27% | −63−0.9% | 減碼 |
| Twinbeech Capital LP | 7,242 | $29.1 萬 | 0.01% | +7,242 | 新進 |
| Adviser Investments LLC | 7,202 | $29.0 萬 | 0.02% | +10.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 7,209 | $29.0 萬 | 0.11% | +11+0.2% | 加碼 |
| Tranquilli Financial Advisor LLC | 7,203 | $29.0 萬 | 0.23% | +1,296+21.9% | 加碼 |
| Alpha Family Trust | 7,185 | $28.9 萬 | 0.22% | +7,185 | 新進 |
| Achmea Investment Management B.V. | 7,167 | $28.8 萬 | 0.01% | −188,203−96.3% | 減碼 |
| Court Place Advisors, LLC | 7,151 | $28.8 萬 | 0.12% | −828−10.4% | 減碼 |
| Lynch & Associates | 7,164 | $28.8 萬 | 0.08% | 00.0% | 不變 |
| MONECO Advisors, LLC | 7,173 | $28.8 萬 | 0.12% | +904+14.4% | 加碼 |
| Well Done, LLC | 7,133 | $28.7 萬 | 0.07% | −5,932−45.4% | 減碼 |
| Avion Wealth | 7,148 | $28.7 萬 | 0.09% | −715−9.1% | 減碼 |
| Means Investment Co., Inc. | 7,123 | $28.7 萬 | 0.06% | +9+0.1% | 加碼 |
| Wealth Architects, LLC | 7,137 | $28.7 萬 | 0.06% | +51+0.7% | 加碼 |
| Zullo Investment Group, Inc. | 7,124 | $28.7 萬 | 0.19% | +147+2.1% | 加碼 |
| Park National Corp | 7,147 | $28.7 萬 | 0.01% | +1,224+20.7% | 加碼 |
| Wayfinding Financial, LLC | 7,122 | $28.6 萬 | 0.27% | +279+4.1% | 加碼 |
| Exencial Wealth Advisors, LLC | 7,094 | $28.5 萬 | 0.02% | −648−8.4% | 減碼 |
| Enterprise Financial Services Corp | 7,089 | $28.5 萬 | 0.21% | +1,006+16.5% | 加碼 |
| Sandy Spring Bank | 7,075 | $28.4 萬 | 0.02% | +49+0.7% | 加碼 |
| Greenspring Advisors, LLC | 7,053 | $28.4 萬 | 0.09% | +1,809+34.5% | 加碼 |
| Successful Portfolios LLC | 7,037 | $28.3 萬 | 0.21% | +147+2.1% | 加碼 |
| Woodstock Corp | 6,984 | $28.1 萬 | 0.04% | −400−5.4% | 減碼 |
| Guyasuta Investment Advisors Inc | 6,987 | $28.1 萬 | 0.02% | 00.0% | 不變 |
| BNC Wealth Management, LLC | 6,985 | $28.1 萬 | 0.17% | +10.0% | 加碼 |
| Vista Private Wealth Partners. LLC | 6,728 | $28.0 萬 | 0.16% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 6,938 | $27.9 萬 | 0.01% | −2,621−27.4% | 減碼 |
| Sand Hill Global Advisors, LLC | 6,932 | $27.9 萬 | 0.02% | −779−10.1% | 減碼 |
| Sanford Advisory Services, LLC | 6,930 | $27.9 萬 | 0.08% | 00.0% | 不變 |
| John W. Brooker & Co., CPAs | 6,904 | $27.8 萬 | 0.18% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 6,922 | $27.8 萬 | 0.16% | +441+6.8% | 加碼 |
| Weinberger Asset Management, Inc | 6,890 | $27.7 萬 | 0.19% | −1,787−20.6% | 減碼 |
| Nwam LLC | 6,895 | $27.7 萬 | 0.03% | −1,711−19.9% | 減碼 |
| Duncker Streett & Co Inc | 6,876 | $27.7 萬 | 0.07% | +10+0.1% | 加碼 |
| PSI Advisors, LLC | 6,852 | $27.6 萬 | 0.15% | −1,449−17.5% | 減碼 |
| Van Cleef Asset Management,Inc | 6,845 | $27.5 萬 | 0.05% | +10.0% | 加碼 |
| SNS Financial Group, LLC | 6,815 | $27.5 萬 | 0.04% | +99+1.5% | 加碼 |
| Financial Advocates Investment Management | 5,976 | $27.5 萬 | 0.02% | +156+2.7% | 加碼 |
| Fruth Investment Management | 6,818 | $27.4 萬 | 0.09% | 00.0% | 不變 |
| Founders Capital Management | 6,813 | $27.4 萬 | 0.22% | +5,000+275.8% | 加碼 |
| Cowa, LLC | 6,800 | $27.3 萬 | 0.18% | −2,500−26.9% | 減碼 |
| Papp L Roy & Associates | 6,788 | $27.3 萬 | 0.04% | +12+0.2% | 加碼 |
| Sky Investment Group LLC | 6,759 | $27.2 萬 | 0.07% | +400+6.3% | 加碼 |
| Patton Albertson Miller Group, LLC | 6,728 | $27.1 萬 | 0.06% | −506−7.0% | 減碼 |
| Heritage Investment Group, Inc. | 6,701 | $27.0 萬 | 0.17% | +369+5.8% | 加碼 |
| Bernardo Wealth Planning LLC | 6,027 | $27.0 萬 | 0.15% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 6,698 | $26.9 萬 | 0.07% | −325−4.6% | 減碼 |
| Bouchey Financial Group Ltd | 6,687 | $26.9 萬 | 0.04% | 00.0% | 不變 |
| Highland Private Wealth Management | 6,686 | $26.9 萬 | 0.04% | +641+10.6% | 加碼 |
| David R. Rahn & Associates Inc. | 6,660 | $26.8 萬 | 0.13% | 00.0% | 不變 |
| Unionview, LLC | 6,635 | $26.7 萬 | 0.30% | 00.0% | 不變 |
| Auxano Advisors, LLC | 6,646 | $26.7 萬 | 0.12% | +278+4.4% | 加碼 |
| Smithfield Trust Co | 6,601 | $26.5 萬 | 0.02% | −100−1.5% | 減碼 |
| Security Asset Management | 6,600 | $26.5 萬 | 0.16% | 00.0% | 不變 |
| Westhampton Capital, LLC | 6,590 | $26.5 萬 | 0.20% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 6,564 | $26.4 萬 | 0.12% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 6,561 | $26.4 萬 | 0.03% | +6,561 | 新進 |
| Concord Wealth Partners | 6,539 | $26.3 萬 | 0.08% | +555+9.3% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 5,975 | $26.3 萬 | 0.35% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 6,527 | $26.3 萬 | 0.01% | +940+16.8% | 加碼 |
| CKW Financial Group | 6,500 | $26.1 萬 | 0.05% | −50−0.8% | 減碼 |
| Spirit of America Management Corp | 6,500 | $26.1 萬 | 0.06% | 00.0% | 不變 |
| Americana Partners, LLC | 6,491 | $26.1 萬 | 0.05% | +732+12.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 6,456 | $26.0 萬 | 0.01% | +575+9.8% | 加碼 |
| Indiana Trust & Investment Management CO | 6,423 | $25.8 萬 | 0.16% | −415−6.1% | 減碼 |
| Berger Financial Group, Inc | 6,416 | $25.8 萬 | 0.04% | −285−4.3% | 減碼 |
| Legacy Bridge, LLC | 6,417 | $25.8 萬 | 0.21% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 6,379 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 6,363 | $25.6 萬 | 0.28% | +20.0% | 加碼 |
| Phoenix Wealth Advisors | 6,362 | $25.6 萬 | 0.26% | 00.0% | 不變 |
| Ramsay, Stattman, Vela & Price, Inc. | 6,342 | $25.5 萬 | 0.06% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 6,303 | $25.4 萬 | 0.12% | 00.0% | 不變 |
| Camden National Bank | 6,298 | $25.3 萬 | 0.06% | −2,064−24.7% | 減碼 |
| Lawson Kroeker Investment Management Inc | 6,300 | $25.3 萬 | 0.09% | 00.0% | 不變 |
| Brave Asset Management Inc | 6,301 | $25.3 萬 | 0.13% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 6,262 | $25.2 萬 | 0.03% | +6,262 | 新進 |
| Alerus Financial NA | 6,242 | $25.1 萬 | 0.02% | −7−0.1% | 減碼 |
| Investment Advisory Group, LLC | 6,243 | $25.1 萬 | 0.17% | +10.0% | 加碼 |
| BlackDiamond Wealth Management Inc. | 5,532 | $25.1 萬 | 0.30% | +261+5.0% | 加碼 |
| Wagner Wealth Management, LLC | 6,226 | $25.0 萬 | 0.19% | −55−0.9% | 減碼 |
| Glassman Wealth Services | 6,190 | $24.9 萬 | 0.05% | +626+11.3% | 加碼 |