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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 5,046 | $20.2 萬 | 0.12% | +5,046 | 新進 |
| CMT Capital Markets Trading GmbH | 5,000 | $20.1 萬 | 0.08% | −53,900−91.5% | 減碼 |
| Middleton & Co Inc | 5,005 | $20.1 萬 | 0.03% | +5,005 | 新進 |
| Puzo Michael J | 5,000 | $20.1 萬 | 0.08% | +5,000 | 新進 |
| CWA Asset Management Group, LLC | 5,000 | $20.1 萬 | 0.02% | +5,000 | 新進 |
| Angeles Wealth Management, LLC | 4,991 | $20.1 萬 | 0.04% | +4,991 | 新進 |
| Gratus Capital LLC | 4,984 | $20.0 萬 | 0.02% | −258−4.9% | 減碼 |
| FSB Premier Wealth Management, Inc. | 4,996 | $20.0 萬 | 0.12% | +4,996 | 新進 |
| Hayek Kallen Investment Management | 4,985 | $20.0 萬 | 0.09% | +4,985 | 新進 |
| MMBG Investment Advisors Co. | 4,980 | $20.0 萬 | 0.03% | +4,980 | 新進 |
| TCI Wealth Advisors, Inc. | 4,934 | $19.8 萬 | 0.03% | +252+5.4% | 加碼 |
| Itau Unibanco Holding S.A. | 4,887 | $19.7 萬 | 0.01% | +1,327+37.3% | 加碼 |
| Raleigh Capital Management Inc. | 4,905 | $19.7 萬 | 0.12% | +4,905 | 新進 |
| Bangor Savings Bank | 4,873 | $19.6 萬 | 0.02% | 00.0% | 不變 |
| TCTC Holdings, LLC | 4,828 | $19.4 萬 | 0.01% | 00.0% | 不變 |
| JJJ Advisors Inc. | 4,608 | $19.1 萬 | 0.06% | −80−1.7% | 減碼 |
| Quent Capital, LLC | 4,718 | $19.0 萬 | 0.04% | +572+13.8% | 加碼 |
| Trust Co | 4,707 | $18.9 萬 | 0.04% | −23,904−83.5% | 減碼 |
| Trust Co of Virginia | 4,115 | $18.8 萬 | 0.02% | −4,478−52.1% | 減碼 |
| Catalyst Capital Advisors LLC | 4,615 | $18.6 萬 | 0.01% | 00.0% | 不變 |
| Heritage Wealth Advisors | 4,493 | $18.1 萬 | 0.01% | −2,100−31.9% | 減碼 |
| Hantz Financial Services, Inc. | 4,455 | $17.9 萬 | 0.01% | +6+0.1% | 加碼 |
| Western Pacific Wealth Management, LP | 4,410 | $17.7 萬 | 0.18% | +3,621+458.9% | 加碼 |
| Hall Laurie J Trustee | 4,242 | $17.1 萬 | 0.08% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 4,222 | $17.0 萬 | 0.02% | +3+0.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 4,205 | $16.9 萬 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 4,212 | $16.9 萬 | 0.16% | +400+10.5% | 加碼 |
| West Oak Capital, LLC | 4,150 | $16.7 萬 | 0.09% | −400−8.8% | 減碼 |
| Norway Savings Bank | 4,150 | $16.7 萬 | 0.09% | −150−3.5% | 減碼 |
| Covestor Ltd | 4,077 | $16.4 萬 | 0.15% | −1,711−29.6% | 減碼 |
| Howe & Rusling Inc | 4,056 | $16.3 萬 | 0.02% | −1,311−24.4% | 減碼 |
| Professional Financial Advisors, LLC | 4,045 | $16.3 萬 | 0.10% | +26+0.6% | 加碼 |
| Kistler-Tiffany Companies, LLC | 4,062 | $16.3 萬 | 0.04% | +220+5.7% | 加碼 |
| Carolinas Wealth Consulting LLC | 3,952 | $15.9 萬 | 0.04% | −531−11.8% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 3,935 | $15.8 萬 | 0.06% | 00.0% | 不變 |
| Evoke Wealth, LLC | 3,797 | $15.3 萬 | 0.01% | −743−16.4% | 減碼 |
| Tompkins Financial Corp | 3,820 | $15.3 萬 | 0.03% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 3,754 | $15.1 萬 | 0.12% | −64−1.7% | 減碼 |
| Column Capital Advisors, LLC | 3,730 | $15.0 萬 | 0.03% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 3,720 | $15.0 萬 | 0.01% | +742+24.9% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 3,667 | $14.7 萬 | 0.09% | +250+7.3% | 加碼 |
| Creative Financial Designs Inc | 3,627 | $14.6 萬 | 0.02% | +88+2.5% | 加碼 |
| Wolff Wiese Magana LLC | 3,537 | $14.3 萬 | 0.11% | −97−2.7% | 減碼 |
| Spartan Fund Management Inc. | 3,547 | $14.3 萬 | 0.04% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 3,610 | $14.1 萬 | 0.07% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 3,485 | $14.0 萬 | 0.06% | +13+0.4% | 加碼 |
| Rosenberg Matthew Hamilton | 3,465 | $13.9 萬 | 0.05% | +7+0.2% | 加碼 |
| Oakworth Capital, Inc. | 3,396 | $13.7 萬 | 0.02% | 00.0% | 不變 |
| Mizuho Securities Co. Ltd. | 3,384 | $13.6 萬 | 0.05% | +3,100+1,091.5% | 加碼 |
| Mach-1 Financial Group, Inc. | 3,379 | $13.5 萬 | 0.14% | +126+3.9% | 加碼 |
| Iron Horse Wealth Management, LLC | 3,318 | $13.3 萬 | 0.19% | −7,159−68.3% | 減碼 |
| Eagle Bay Advisors LLC | 3,291 | $13.2 萬 | 0.08% | +669+25.5% | 加碼 |
| Acropolis Investment Management, LLC | 3,266 | $13.1 萬 | 0.01% | −764−19.0% | 減碼 |
| Sugarloaf Wealth Management, LLC | 3,251 | $13.1 萬 | 0.03% | +314+10.7% | 加碼 |
| Powell Investment Advisors, LLC | 3,169 | $12.7 萬 | 0.08% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 3,111 | $12.5 萬 | 0.02% | −2,000−39.1% | 減碼 |
| American Research & Management Co. | 3,100 | $12.5 萬 | 0.03% | −200−6.1% | 減碼 |
| FourThought Financial, LLC | 2,912 | $11.7 萬 | 0.02% | +12+0.4% | 加碼 |
| Clean Yield Group | 2,848 | $11.5 萬 | 0.05% | 00.0% | 不變 |
| Aua Capital Management, LLC | 2,810 | $11.3 萬 | 0.07% | −2,572−47.8% | 減碼 |
| Axiom Investment Management LLC | 2,692 | $11.1 萬 | 0.22% | +2,692 | 新進 |
| O'Dell Group, LLC | 2,726 | $11.0 萬 | 0.04% | 00.0% | 不變 |
| Clear Investment Research, LLC | 2,734 | $11.0 萬 | 0.23% | +2,734 | 新進 |
| Capital Analysts, LLC | 2,640 | $10.7 萬 | 0.01% | −276−9.5% | 減碼 |
| Larson Financial Group LLC | 2,672 | $10.7 萬 | 0.02% | −109−3.9% | 減碼 |
| Tevis Investment Management | 2,641 | $10.6 萬 | 0.10% | +430+19.4% | 加碼 |
| Acima Private Wealth, LLC | 2,572 | $10.3 萬 | 0.05% | 00.0% | 不變 |
| Core Alternative Capital | 2,571 | $10.3 萬 | 0.02% | +142+5.8% | 加碼 |
| Adirondack Trust Co | 2,545 | $10.2 萬 | 0.06% | −124−4.6% | 減碼 |
| Prestige Wealth Management Group LLC | 2,529 | $10.2 萬 | 0.03% | +23+0.9% | 加碼 |
| Optimum Investment Advisors | 2,503 | $10.1 萬 | 0.05% | −273−9.8% | 減碼 |
| Islay Capital Management, LLC | 2,500 | $10.1 萬 | 0.12% | 00.0% | 不變 |
| First Personal Financial Services | 2,489 | $10.0 萬 | 0.03% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 2,454 | $9.90 萬 | 0.01% | 00.0% | 不變 |
| Kessler Investment Group, LLC | 2,461 | $9.90 萬 | 0.08% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 2,440 | $9.80 萬 | 0.06% | 00.0% | 不變 |
| GeoWealth Management, LLC | 2,439 | $9.80 萬 | 0.01% | +2,439 | 新進 |
| CNB Bank | 2,416 | $9.70 萬 | 0.07% | 00.0% | 不變 |
| DB Wealth Management Group, LLC | 2,410 | $9.70 萬 | 0.07% | 00.0% | 不變 |
| Exos TFP Holdings LLC | 2,380 | $9.60 萬 | 0.04% | +2,380 | 新進 |
| West Paces Advisors Inc. | 2,385 | $9.59 萬 | 0.03% | −22−0.9% | 減碼 |
| Hoese & Co LLP | 2,374 | $9.50 萬 | 0.11% | 00.0% | 不變 |
| Community Bank, N.A. | 2,331 | $9.40 萬 | 0.01% | +1,831+366.2% | 加碼 |
| Colonial Trust Co | 2,314 | $9.30 萬 | 0.03% | +2,314 | 新進 |
| First Community Trust NA | 2,213 | $8.90 萬 | 0.12% | −50−2.2% | 減碼 |
| Financial Perspectives, Inc | 2,188 | $8.80 萬 | 0.05% | +6+0.3% | 加碼 |
| Denali Advisors LLC | 2,200 | $8.80 萬 | 0.04% | −3,900−63.9% | 減碼 |
| First Financial Corp | 2,210 | $8.80 萬 | 0.06% | +160+7.8% | 加碼 |
| Selective Wealth Management, Inc. | 2,167 | $8.70 萬 | 0.04% | +1,425+192.0% | 加碼 |
| Sargent Bickham Lagudis LLC | 2,145 | $8.60 萬 | 0.01% | +44+2.1% | 加碼 |
| Advanced Research Investment Solutions, LLC | 2,145 | $8.60 萬 | 0.05% | +2,145 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 2,156 | $8.60 萬 | 0.04% | +2,156 | 新進 |
| Global Financial Private Client, LLC | 2,021 | $8.40 萬 | 0.05% | 00.0% | 不變 |
| Industrial Alliance Investment Management Inc. | 2,096 | $8.40 萬 | 0.00% | −296−12.4% | 減碼 |
| KB Financial Partners, LLC | 2,063 | $8.30 萬 | 0.03% | −9−0.4% | 減碼 |
| Towerpoint Wealth, LLC | 29,462 | $8.10 萬 | 0.05% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 2,000 | $8.10 萬 | 0.04% | +2,000 | 新進 |
| Tyler-Stone Wealth Management | 1,998 | $8.00 萬 | 0.06% | −130−6.1% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $7.70 萬 | 0.01% | −699−26.8% | 減碼 |
| Castle Wealth Management LLC | 1,919 | $7.70 萬 | 0.05% | +1+0.1% | 加碼 |