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 |
|---|---|---|---|---|---|
| Fayez Sarofim & Co | 120,753 | $485.7 萬 | 0.02% | +240.0% | 加碼 |
| River & Mercantile Asset Management LLP | 120,561 | $485.3 萬 | 0.93% | +1,490+1.3% | 加碼 |
| EP Wealth Advisors, LLC | 120,260 | $483.7 萬 | 0.11% | +3,394+2.9% | 加碼 |
| Harspring Capital Management, LLC | 120,000 | $482.6 萬 | 1.15% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 119,468 | $480.5 萬 | 0.93% | +692+0.6% | 加碼 |
| Ieq Capital, LLC | 118,666 | $477.2 萬 | 0.13% | +54,497+84.9% | 加碼 |
| Cetera Investment Advisers | 117,803 | $473.8 萬 | 0.09% | −65,794−35.8% | 減碼 |
| Meritage Portfolio Management | 115,924 | $466.2 萬 | 0.39% | −4,381−3.6% | 減碼 |
| PFG Advisors | 115,429 | $464.3 萬 | 0.53% | −944−0.8% | 減碼 |
| First National Bank of Omaha | 113,888 | $458.0 萬 | 0.30% | −3,185−2.7% | 減碼 |
| MSD Partners, L.P. | 112,325 | $451.8 萬 | 0.51% | 00.0% | 不變 |
| Cooke & Bieler LP | 111,297 | $447.6 萬 | 0.05% | −893,157−88.9% | 減碼 |
| Bard Financial Services, Inc. | 110,390 | $444.0 萬 | 0.42% | −500−0.5% | 減碼 |
| Teza Capital Management LLC | 110,109 | $442.9 萬 | 0.92% | +18,355+20.0% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 110,079 | $442.7 萬 | 0.50% | −5,807−5.0% | 減碼 |
| Long Focus Capital Management, LLC | 108,900 | $438.0 萬 | 0.93% | +13,900+14.6% | 加碼 |
| McGinn Investment Management, Inc. | 108,456 | $436.2 萬 | 3.75% | +27,517+34.0% | 加碼 |
| Advisory Services Network, LLC | 108,064 | $434.7 萬 | 0.15% | +2,447+2.3% | 加碼 |
| Hutchinson Capital Management | 107,638 | $432.9 萬 | 1.18% | −58−0.1% | 減碼 |
| King Luther Capital Management Corp | 107,171 | $431.0 萬 | 0.03% | +3,049+2.9% | 加碼 |
| Montag A & Associates Inc | 106,743 | $429.3 萬 | 0.30% | −19,546−15.5% | 減碼 |
| Boenning & Scattergood, Inc. | 106,529 | $428.5 萬 | 0.87% | −7,077−6.2% | 減碼 |
| Asio Capital, LLC | 105,960 | $426.2 萬 | 1.35% | +2,070+2.0% | 加碼 |
| Level Four Advisory Services, LLC | 105,724 | $425.2 萬 | 0.41% | +5,655+5.7% | 加碼 |
| Perigon Wealth Management, LLC | 104,654 | $420.9 萬 | 0.36% | +3,928+3.9% | 加碼 |
| Dorchester Wealth Management Co | 104,543 | $420.5 萬 | 0.93% | −1,015−1.0% | 減碼 |
| NBW Capital LLC | 104,131 | $418.8 萬 | 1.12% | +16,689+19.1% | 加碼 |
| Pioneer Trust Bank N A | 103,386 | $415.8 萬 | 1.41% | +201+0.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 103,307 | $415.5 萬 | 0.42% | −3,859−3.6% | 減碼 |
| Boothe Investment Group, Inc. | 102,562 | $412.5 萬 | 2.68% | +4,527+4.6% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 102,509 | $412.3 萬 | 0.63% | −3,400−3.2% | 減碼 |
| Winslow Asset Management Inc | 102,465 | $412.1 萬 | 1.07% | −2,085−2.0% | 減碼 |
| Barr E S & Co | 102,419 | $411.9 萬 | 0.36% | −650−0.6% | 減碼 |
| Unison Asset Management LLC | 102,008 | $410.3 萬 | 3.69% | +6,908+7.3% | 加碼 |
| Shelton Capital Management | 101,994 | $410.2 萬 | 0.20% | −2,857−2.7% | 減碼 |
| Hoertkorn Richard Charles | 101,890 | $409.8 萬 | 2.35% | +2,504+2.5% | 加碼 |
| Sompo Asset Management Co., Ltd. | 101,460 | $408.0 萬 | 1.04% | +3,840+3.9% | 加碼 |
| Bahl & Gaynor Inc | 100,891 | $405.8 萬 | 0.03% | −44,859−30.8% | 減碼 |
| Prudential PLC | 100,828 | $405.5 萬 | 0.06% | +10,742+11.9% | 加碼 |
| RFG Advisory, LLC | 85,687 | $404.3 萬 | 0.23% | −107−0.1% | 減碼 |
| California First Leasing Corp | 100,400 | $403.8 萬 | 3.05% | 00.0% | 不變 |
| RBF Capital, LLC | 100,000 | $402.2 萬 | 0.34% | 00.0% | 不變 |
| Bizma Investimentos Ltda | 100,000 | $402.2 萬 | 2.80% | 00.0% | 不變 |
| Advisor Partners II, LLC | 99,957 | $402.0 萬 | 0.30% | +99,957 | 新進 |
| Avantax Advisory Services, Inc. | 98,550 | $396.4 萬 | 0.06% | +4,072+4.3% | 加碼 |
| Brookmont Capital Management | 98,104 | $394.6 萬 | 2.74% | +5,750+6.2% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 97,349 | $391.5 萬 | 0.53% | −939−1.0% | 減碼 |
| Cresset Asset Management, LLC | 97,218 | $391.1 萬 | 0.05% | +13,739+16.5% | 加碼 |
| Empirical Finance, LLC | 97,211 | $391.0 萬 | 0.46% | +14,949+18.2% | 加碼 |
| Tiaa, FSB | 96,792 | $389.3 萬 | 0.02% | −4,030−4.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 96,776 | $389.2 萬 | 0.09% | −2,675−2.7% | 減碼 |
| Hoey Investments, Inc | 96,650 | $388.7 萬 | 1.61% | +33,614+53.3% | 加碼 |
| Assenagon Asset Management S.A. | 96,465 | $388.0 萬 | 0.02% | +65,309+209.6% | 加碼 |
| Wedbush Securities Inc | 96,363 | $387.6 萬 | 0.22% | +1,440+1.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 95,650 | $384.7 萬 | 0.11% | −38,669−28.8% | 減碼 |
| Oliver Luxxe Assets LLC | 95,577 | $384.4 萬 | 1.20% | +2,636+2.8% | 加碼 |
| Apexium Financial, LP | 95,539 | $384.3 萬 | 0.48% | +95,539 | 新進 |
| Bokf, NA | 95,430 | $383.8 萬 | 0.08% | −53,357−35.9% | 減碼 |
| Elgethun Capital Management | 95,383 | $383.6 萬 | 1.53% | +231+0.2% | 加碼 |
| Twin Capital Management Inc | 95,337 | $383.4 萬 | 0.52% | −805−0.8% | 減碼 |
| AlphaCrest Capital Management LLC | 94,010 | $378.1 萬 | 0.23% | +41,949+80.6% | 加碼 |
| Stephens Inc | 92,417 | $371.7 萬 | 0.08% | −172,980−65.2% | 減碼 |
| Concentric Wealth Management, LLC | 92,327 | $371.3 萬 | 1.37% | +831+0.9% | 加碼 |
| MAI Capital Management | 91,669 | $368.7 萬 | 0.07% | +25,415+38.4% | 加碼 |
| Western Financial Corporation | 91,506 | $368.0 萬 | 2.57% | 00.0% | 不變 |
| Covington Capital Management | 90,918 | $365.7 萬 | 0.16% | −567−0.6% | 減碼 |
| Cohen Klingenstein LLC | 90,900 | $365.6 萬 | 0.19% | 00.0% | 不變 |
| Private Advisory Group LLC | 90,642 | $364.6 萬 | 0.83% | −44,176−32.8% | 減碼 |
| Hodges Capital Management Inc. | 90,355 | $363.4 萬 | 0.60% | −115,238−56.1% | 減碼 |
| Mill Capital Management, LLC | 90,145 | $362.6 萬 | 0.42% | −128,923−58.9% | 減碼 |
| Madison Asset Management, LLC | 88,961 | $357.8 萬 | 0.06% | −1,201−1.3% | 減碼 |
| Goelzer Investment Management, Inc. | 88,876 | $357.5 萬 | 0.36% | +9,682+12.2% | 加碼 |
| Waycross Partners, LLC | 88,149 | $354.5 萬 | 2.38% | +88,149 | 新進 |
| Gifford Fong Associates | 88,052 | $354.1 萬 | 0.88% | 00.0% | 不變 |
| Altrafin AG | 87,685 | $352.7 萬 | 2.11% | +10,000+12.9% | 加碼 |
| Cornercap Investment Counsel Inc | 87,567 | $352.2 萬 | 0.66% | −4,463−4.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 87,298 | $351.2 萬 | 0.06% | +38,388+78.5% | 加碼 |
| Guardian Capital Advisors LP | 86,623 | $350.9 萬 | 0.44% | +5,475+6.7% | 加碼 |
| Wesleyan Assurance Society | 86,500 | $348.2 萬 | 0.54% | 00.0% | 不變 |
| Regions Financial Corp | 86,157 | $346.5 萬 | 0.03% | −438−0.5% | 減碼 |
| Peapack Gladstone Financial Corp | 85,717 | $344.8 萬 | 0.07% | −1,291−1.5% | 減碼 |
| Woodward Diversified Capital, LLC | 85,287 | $343.0 萬 | 2.83% | −92−0.1% | 減碼 |
| Factorial Partners, LLC | 85,100 | $342.3 萬 | 2.97% | +2,200+2.7% | 加碼 |
| Independent Advisor Alliance | 84,412 | $339.5 萬 | 0.20% | −2,544−2.9% | 減碼 |
| Fiduciary Trust Co | 84,193 | $338.7 萬 | 0.07% | −3,084−3.5% | 減碼 |
| Corient Capital Partners, LLC | 86,188 | $337.6 萬 | 0.26% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 83,783 | $337.0 萬 | 0.01% | −530,742−86.4% | 減碼 |
| Bouvel Investment Partners, LLC | 83,598 | $336.2 萬 | 2.24% | +1,984+2.4% | 加碼 |
| Connable Office Inc | 82,881 | $333.3 萬 | 0.54% | −1,978−2.3% | 減碼 |
| Sigma Planning Corp | 82,637 | $332.4 萬 | 0.13% | +302+0.4% | 加碼 |
| Boston Private Wealth LLC | 82,228 | $330.7 萬 | 0.05% | +26,654+48.0% | 加碼 |
| Redpoint Investment Management Pty Ltd | 81,895 | $329.4 萬 | 0.49% | −19,092−18.9% | 減碼 |
| Bessemer Group Inc | 81,407 | $327.4 萬 | 0.01% | +2,452+3.1% | 加碼 |
| IFP Advisors, Inc | 66,889 | $325.4 萬 | 0.10% | +5,956+9.8% | 加碼 |
| Shell Asset Management Co | 80,883 | $325.3 萬 | 0.13% | −20,974−20.6% | 減碼 |
| Weik Capital Management | 80,333 | $323.1 萬 | 1.61% | −1,675−2.0% | 減碼 |
| National Asset Management, Inc. | 80,276 | $321.2 萬 | 0.10% | +10,361+14.8% | 加碼 |
| Paradigm Asset Management Co LLC | 79,652 | $320.4 萬 | 1.07% | −1,500−1.8% | 減碼 |
| Prospera Financial Services Inc | 79,194 | $318.6 萬 | 0.17% | −3,426−4.1% | 減碼 |
| Transcend Wealth Collective, LLC | 78,880 | $317.3 萬 | 0.35% | +1,285+1.7% | 加碼 |