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 2,883 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 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 203,407 | $818.1 萬 | 0.61% | −1,489−0.7% | 減碼 |
| Commerce Bank | 200,863 | $807.8 萬 | 0.07% | +5,597+2.9% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 200,450 | $806.3 萬 | 0.12% | +5,000+2.6% | 加碼 |
| Loews Corp | 200,000 | $804.4 萬 | 0.09% | 00.0% | 不變 |
| Price Jennifer C. | 200,000 | $804.4 萬 | 1.66% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 199,639 | $802.9 萬 | 1.80% | +70,154+54.2% | 加碼 |
| Qube Research & Technologies Ltd | 199,328 | $801.7 萬 | 0.05% | +101,858+104.5% | 加碼 |
| Glenview Trust Co | 198,204 | $797.2 萬 | 0.30% | +188,646+1,973.7% | 加碼 |
| Lido Advisors, LLC | 196,810 | $791.4 萬 | 0.16% | +134,513+215.9% | 加碼 |
| Alpha Cubed Investments, LLC | 196,638 | $790.9 萬 | 0.62% | +34,559+21.3% | 加碼 |
| Wealthsource Partners, LLC | 195,832 | $787.6 萬 | 0.58% | −12,429−6.0% | 減碼 |
| Capstone Investment Advisors, LLC | 195,440 | $786.1 萬 | 0.17% | +124,145+174.1% | 加碼 |
| Consilium Wealth Advisory, LLC | 193,894 | $779.8 萬 | 8.69% | −249−0.1% | 減碼 |
| New Mexico Educational Retirement Board | 193,816 | $779.5 萬 | 0.42% | −21,600−10.0% | 減碼 |
| Raymond James Trust N.A. | 190,019 | $764.3 萬 | 0.29% | +3,881+2.1% | 加碼 |
| Ziegler Capital Management, LLC | 189,679 | $762.9 萬 | 0.33% | −8,514−4.3% | 減碼 |
| Vestcor Inc | 188,303 | $757.4 萬 | 0.29% | +3,031+1.6% | 加碼 |
| Adams Asset Advisors, LLC | 187,368 | $753.5 萬 | 1.17% | +2,303+1.2% | 加碼 |
| Salzhauer Michael | 186,243 | $749.1 萬 | 4.75% | +104,757+128.6% | 加碼 |
| Stableford Capital II LLC | 164,481 | $737.4 萬 | 3.57% | −1,764−1.1% | 減碼 |
| Allied Investment Advisors, LLC | 180,603 | $726.4 萬 | 2.71% | +6,918+4.0% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 178,320 | $717.2 萬 | 0.05% | +25,310+16.5% | 加碼 |
| Assetmark, Inc | 177,886 | $715.5 萬 | 0.03% | +63,720+55.8% | 加碼 |
| Olstein Capital Management, L.P. | 177,000 | $711.9 萬 | 1.19% | 00.0% | 不變 |
| Sabadell Asset Management, S.A S.G.I.I.C | 161,391 | $699.0 萬 | 1.54% | +97,926+154.3% | 加碼 |
| Rothschild & Co Wealth Management UK Ltd | 173,330 | $697.1 萬 | 0.17% | −73,842−29.9% | 減碼 |
| Jarislowsky, Fraser Ltd | 170,916 | $687.4 萬 | 0.05% | −25,650−13.0% | 減碼 |
| New England Asset Management Inc | 169,922 | $683.4 萬 | 0.12% | +2,375+1.4% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 169,510 | $681.8 萬 | 4.81% | 00.0% | 不變 |
| Grassi Investment Management | 169,088 | $680.1 萬 | 1.00% | +1,103+0.7% | 加碼 |
| Lincluden Management Ltd | 168,841 | $679.1 萬 | 0.87% | −2,540−1.5% | 減碼 |
| Cynosure Management, LLC | 168,107 | $676.1 萬 | 7.24% | −7,492−4.3% | 減碼 |
| Perpetual Investment Management Ltd | 168,058 | $675.9 萬 | 0.99% | +14,525+9.5% | 加碼 |
| Atria Investments LLC | 167,005 | $671.7 萬 | 0.15% | +31,299+23.1% | 加碼 |
| Freestone Capital Holdings, LLC | 165,204 | $664.5 萬 | 0.30% | −9,644−5.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 164,855 | $663.0 萬 | 0.36% | +6,918+4.4% | 加碼 |
| Vontobel Holding Ltd. | 163,466 | $662.0 萬 | 0.08% | −6,241−3.7% | 減碼 |
| Dowling & Yahnke LLC | 162,398 | $653.2 萬 | 0.30% | +984+0.6% | 加碼 |
| Kerrisdale Advisers, LLC | 162,372 | $653.1 萬 | 1.59% | +63,800+64.7% | 加碼 |
| Cetera Advisor Networks LLC | 161,816 | $650.8 萬 | 0.08% | +2,283+1.4% | 加碼 |
| Picton Mahoney Asset Management | 161,200 | $648.5 萬 | 0.30% | −8,080−4.8% | 減碼 |
| Inverness Counsel LLC | 160,168 | $644.2 萬 | 0.36% | −23,292−12.7% | 減碼 |
| Clear Street Markets LLC | 158,400 | $637.1 萬 | 1.21% | +81,775+106.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 158,103 | $635.8 萬 | 0.66% | −3,142−1.9% | 減碼 |
| Pinebridge Investments, L.P. | 157,271 | $632.5 萬 | 0.08% | −303,448−65.9% | 減碼 |
| BTC Capital Management, Inc. | 156,294 | $628.9 萬 | 0.82% | +50,234+47.4% | 加碼 |
| JustInvest LLC | 155,062 | $623.7 萬 | 0.28% | +6,984+4.7% | 加碼 |
| Maltese Capital Management LLC | 155,000 | $623.4 萬 | 1.48% | −85,000−35.4% | 減碼 |
| Stieven Capital Advisors, L.P. | 154,900 | $623.0 萬 | 1.02% | +154,900 | 新進 |
| Burney Co | 154,362 | $620.8 萬 | 0.34% | −51,340−25.0% | 減碼 |
| Highland Capital Management, LLC | 154,265 | $620.5 萬 | 0.48% | −408−0.3% | 減碼 |
| Capula Management Ltd | 154,036 | $619.5 萬 | 0.76% | +110,685+255.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 153,503 | $617.4 萬 | 0.11% | +10,440+7.3% | 加碼 |
| Fragasso Group Inc. | 151,828 | $610.7 萬 | 0.87% | +5,300+3.6% | 加碼 |
| TownSquare Capital, LLC | 151,590 | $609.7 萬 | 0.17% | +15,092+11.1% | 加碼 |
| Man Group plc | 151,511 | $609.4 萬 | 0.03% | – | – |
| Poehling Capital Management, LLC | 151,000 | $607.3 萬 | 2.54% | −284−0.2% | 減碼 |
| Ally Financial Inc. | 150,000 | $603.3 萬 | 1.00% | 00.0% | 不變 |
| Sicart Associates LLC | 149,972 | $603.2 萬 | 2.14% | −19,990−11.8% | 減碼 |
| Gyon Technologies Capital Management, LP | 149,255 | $600.3 萬 | 1.88% | +56,513+60.9% | 加碼 |
| Beacon Financial Group | 147,857 | $599.1 萬 | 0.93% | +4,349+3.0% | 加碼 |
| Chartwell Investment Partners, LLC | 146,825 | $590.5 萬 | 0.25% | +3,933+2.8% | 加碼 |
| United Services Automobile Association | 146,706 | $590.1 萬 | 0.16% | +4,435+3.1% | 加碼 |
| Cerity Partners LLC | 144,450 | $581.0 萬 | 0.07% | +7,671+5.6% | 加碼 |
| BerganKDV Wealth Management, LLC | 143,925 | $578.9 萬 | 0.69% | +38,442+36.4% | 加碼 |
| Tufton Capital Management | 143,813 | $578.4 萬 | 1.40% | −30,536−17.5% | 減碼 |
| Monte Financial Group, LLC | 142,110 | $571.6 萬 | 3.50% | +2,178+1.6% | 加碼 |
| GWM Advisors LLC | 141,763 | $570.2 萬 | 0.09% | +9,748+7.4% | 加碼 |
| Gibraltar Capital Management, Inc. | 141,443 | $568.9 萬 | 2.91% | −586−0.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 140,882 | $566.6 萬 | 0.14% | −10,608−7.0% | 減碼 |
| Gofen & Glossberg LLC | 140,402 | $564.7 萬 | 0.16% | −5,930−4.1% | 減碼 |
| Allstate Corp | 140,101 | $563.5 萬 | 0.16% | −1,294−0.9% | 減碼 |
| Baker Tilly Wealth Management, LLC | 140,062 | $563.3 萬 | 0.77% | +167+0.1% | 加碼 |
| CSM Advisors, LLC | 139,195 | $559.8 萬 | 0.62% | −15,575−10.1% | 減碼 |
| Intact Investment Management Inc. | 138,800 | $558.7 萬 | 0.18% | +32,200+30.2% | 加碼 |
| Clayton Partners LLC | 138,863 | $558.5 萬 | 6.51% | −14,680−9.6% | 減碼 |
| Whittier Trust Co | 138,380 | $556.5 萬 | 0.12% | +3,718+2.8% | 加碼 |
| Blume Capital Management, Inc. | 137,709 | $553.9 萬 | 2.09% | +1,835+1.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 135,931 | $546.7 萬 | 0.51% | +6,434+5.0% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 135,673 | $545.7 萬 | 1.54% | +21,290+18.6% | 加碼 |
| Pinnacle Associates Ltd | 135,334 | $544.3 萬 | 0.12% | +5,349+4.1% | 加碼 |
| Estabrook Capital Management | 135,089 | $543.3 萬 | 1.01% | −1,032−0.8% | 減碼 |
| Castleark Management LLC | 134,700 | $541.8 萬 | 0.30% | 00.0% | 不變 |
| tru Independence LLC | 134,663 | $541.6 萬 | 1.91% | −165−0.1% | 減碼 |
| Great Lakes Advisors, LLC | 134,407 | $540.5 萬 | 0.12% | −67,979−33.6% | 減碼 |
| ARGA Investment Management, LP | 133,964 | $538.8 萬 | 0.29% | +4,339+3.3% | 加碼 |
| Baxter Bros Inc | 133,917 | $538.6 萬 | 0.95% | +24,652+22.6% | 加碼 |
| Institutional & Family Asset Management, LLC | 132,480 | $532.8 萬 | 0.96% | +2,643+2.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 131,867 | $530.3 萬 | 0.24% | +388+0.3% | 加碼 |
| Richard Bernstein Advisors LLC | 131,758 | $529.8 萬 | 0.13% | −19,076−12.6% | 減碼 |
| SG Americas Securities, LLC | 131,384 | $528.4 萬 | 0.08% | +56,428+75.3% | 加碼 |
| Red Cedar Capital, LLC | 129,200 | $519.6 萬 | 3.66% | +440.0% | 加碼 |
| Uncommon Cents Investing LLC | 127,234 | $511.7 萬 | 2.15% | −1,615−1.3% | 減碼 |
| Semmax Financial Advisors Inc. | 107,038 | $507.0 萬 | 2.15% | −1,708−1.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 125,997 | $506.0 萬 | 0.11% | −8,935−6.6% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 124,580 | $501.1 萬 | 0.35% | −74,650−37.5% | 減碼 |
| Sowell Financial Services LLC | 124,464 | $500.6 萬 | 0.50% | +5,573+4.7% | 加碼 |
| Group One Trading, L.P. | 122,789 | $493.9 萬 | 0.16% | −100,329−45.0% | 減碼 |
| TD Private Client Wealth LLC | 121,653 | $489.3 萬 | 0.25% | +5,840+5.0% | 加碼 |
| Chesley Taft & Associates LLC | 120,770 | $485.7 萬 | 0.36% | −2,610−2.1% | 減碼 |