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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 54,978 | $221.2 萬 | 0.13% | +4,361+8.6% | 加碼 |
| HighMark Wealth Management LLC | 54,867 | $220.7 萬 | 1.88% | +47+0.1% | 加碼 |
| Greenleaf Trust | 54,695 | $220.0 萬 | 0.03% | +10,211+23.0% | 加碼 |
| Robinson Value Management, Ltd. | 54,092 | $217.6 萬 | 2.17% | +88+0.2% | 加碼 |
| Walter & Keenan Financial Consulting Co | 54,107 | $217.6 萬 | 0.92% | +3,666+7.3% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 53,784 | $216.3 萬 | 0.36% | +18,000+50.3% | 加碼 |
| Pring Turner Capital Group Inc | 53,693 | $216.0 萬 | 2.18% | −4,396−7.6% | 減碼 |
| Quantinno Capital Management LP | 53,424 | $214.9 萬 | 0.28% | +18,085+51.2% | 加碼 |
| Haverford Trust Co | 53,183 | $213.9 萬 | 0.03% | −2,837−5.1% | 減碼 |
| Valeo Financial Advisors, LLC | 52,933 | $212.9 萬 | 0.14% | −1,023−1.9% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 52,854 | $212.6 萬 | 0.04% | −1,125−2.1% | 減碼 |
| Private Asset Management Inc | 52,405 | $210.8 萬 | 0.37% | −4,668−8.2% | 減碼 |
| Associated Banc-Corp | 52,276 | $210.2 萬 | 0.10% | +266+0.5% | 加碼 |
| Schnieders Capital Management LLC | 52,263 | $210.2 萬 | 0.56% | +21,925+72.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 51,993 | $209.1 萬 | 0.12% | −6,370−10.9% | 減碼 |
| London Co of Virginia | 51,634 | $207.7 萬 | 0.01% | +146+0.3% | 加碼 |
| Aft, Forsyth & Sober, LLC | 51,500 | $207.1 萬 | 1.01% | 00.0% | 不變 |
| Veritable, L.P. | 51,424 | $206.8 萬 | 0.04% | −10,740−17.3% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 51,203 | $205.9 萬 | 0.65% | +2,880+6.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 50,878 | $204.6 萬 | 0.04% | +1,273+2.6% | 加碼 |
| Hyman Charles D | 50,731 | $204.0 萬 | 0.16% | −748−1.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 48,807 | $203.9 萬 | 0.03% | −28,384−36.8% | 減碼 |
| Blackhawk Capital Partners LLC. | 50,634 | $203.6 萬 | 1.68% | +50,634 | 新進 |
| Capital Square, LLC | 50,506 | $203.1 萬 | 1.85% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 50,408 | $202.7 萬 | 0.28% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 47,680 | $202.5 萬 | 0.04% | +15,981+50.4% | 加碼 |
| Zeke Capital Advisors, LLC | 50,300 | $202.3 萬 | 0.15% | −2,705−5.1% | 減碼 |
| Ergoteles LLC | 50,297 | $202.3 萬 | 0.07% | +20,677+69.8% | 加碼 |
| HM Payson & Co | 50,213 | $202.0 萬 | 0.06% | −3,926−7.3% | 減碼 |
| TBH Global Asset Management, LLC | 49,886 | $201.4 萬 | 0.52% | −16,485−24.8% | 減碼 |
| Iat Reinsurance Co Ltd. | 50,000 | $201.1 萬 | 0.39% | 00.0% | 不變 |
| Ulysses Management LLC | 50,000 | $201.1 萬 | 0.54% | +10,000+25.0% | 加碼 |
| Geneos Wealth Management Inc. | 49,683 | $199.8 萬 | 0.14% | −35,697−41.8% | 減碼 |
| Xcel Wealth Management, LLC | 49,673 | $199.8 萬 | 0.74% | +800+1.6% | 加碼 |
| WCG Wealth Advisors LLC | 44,952 | $199.7 萬 | 0.26% | −3,054−6.4% | 減碼 |
| Silvant Capital Management LLC | 49,573 | $199.4 萬 | 0.14% | −185−0.4% | 減碼 |
| ExodusPoint Capital Management, LP | 49,262 | $198.1 萬 | 0.03% | +49,262 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,197 | $197.8 萬 | 0.16% | −6,341−11.4% | 減碼 |
| Shayne & Co., LLC | 48,653 | $195.7 萬 | 1.23% | −14,682−23.2% | 減碼 |
| Foster Group, Inc. | 48,370 | $194.5 萬 | 0.16% | −160−0.3% | 減碼 |
| Hendershot Investments Inc. | 48,301 | $194.3 萬 | 0.37% | −10,971−18.5% | 減碼 |
| Azimuth Capital Investment Management LLC | 48,290 | $194.2 萬 | 0.11% | −2,150−4.3% | 減碼 |
| Private Management Group Inc | 47,902 | $192.7 萬 | 0.09% | −101,098−67.9% | 減碼 |
| Somerset Group LLC | 47,847 | $192.4 萬 | 1.76% | 00.0% | 不變 |
| Qtron Investments LLC | 47,581 | $191.4 萬 | 0.48% | +7,527+18.8% | 加碼 |
| Clear Harbor Asset Management, LLC | 47,468 | $190.9 萬 | 0.27% | −18,657−28.2% | 減碼 |
| Jupiter Wealth Management LLC | 47,487 | $190.9 萬 | 1.92% | 00.0% | 不變 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 47,420 | $190.7 萬 | 0.85% | +146+0.3% | 加碼 |
| Resources Investment Advisors, LLC. | 46,955 | $188.8 萬 | 0.07% | +7,054+17.7% | 加碼 |
| Capital Investment Counsel, Inc | 46,879 | $188.5 萬 | 0.55% | +4,795+11.4% | 加碼 |
| RNC Capital Management LLC | 46,843 | $188.4 萬 | 0.12% | −1,902−3.9% | 減碼 |
| Cigna Investments Inc | 46,751 | $188.1 萬 | 0.42% | −2,439−5.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 46,648 | $187.6 萬 | 0.01% | −224,462−82.8% | 減碼 |
| Bank of Stockton | 46,415 | $186.7 萬 | 0.72% | −675−1.4% | 減碼 |
| Vetamer Capital Management, L.P. | 46,374 | $186.5 萬 | 2.22% | −17,374−27.3% | 減碼 |
| LGT Group Foundation | 46,352 | $186.5 萬 | 0.07% | −3,630−7.3% | 減碼 |
| Mark Stevens | 45,985 | $184.9 萬 | 0.26% | −1,512−3.2% | 減碼 |
| Union Heritage Capital, LLC | 45,970 | $184.9 萬 | 1.23% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 40,212 | $184.9 萬 | 0.14% | −3,572−8.2% | 減碼 |
| Credit Agricole S A | 45,773 | $184.1 萬 | 0.06% | −31,523−40.8% | 減碼 |
| Pavion Blue Capital, LLC | 45,779 | $184.1 萬 | 1.32% | +500+1.1% | 加碼 |
| White Pine Capital LLC | 45,705 | $183.8 萬 | 0.76% | −1,225−2.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 45,656 | $183.6 萬 | 0.21% | −16,954−27.1% | 減碼 |
| Trust Asset Management LLC | 45,629 | $183.5 萬 | 0.25% | +2,321+5.4% | 加碼 |
| Seven Eight Capital, LP | 45,427 | $182.7 萬 | 0.37% | +45,427 | 新進 |
| Round Hill Asset Management | 45,412 | $182.6 萬 | 1.24% | +65+0.1% | 加碼 |
| Park Avenue Securities LLC | 45,109 | $181.4 萬 | 0.04% | +10,715+31.2% | 加碼 |
| HB Wealth Management, LLC | 45,105 | $181.4 萬 | 0.04% | +11,348+33.6% | 加碼 |
| Peterson Financial Group, Inc. | 44,958 | $180.8 萬 | 1.76% | +9,060+25.2% | 加碼 |
| Stonegate Investment Group, LLC | 44,638 | $179.5 萬 | 0.08% | +1,019+2.3% | 加碼 |
| Laurel Wealth Advisors, Inc. | 44,579 | $179.3 萬 | 0.19% | +284+0.6% | 加碼 |
| Franklin Street Advisors Inc | 44,460 | $178.8 萬 | 0.18% | +2,000+4.7% | 加碼 |
| Balentine LLC | 44,094 | $177.3 萬 | 0.07% | +12,927+41.5% | 加碼 |
| Rocky Mountain Advisers, LLC | 43,875 | $176.5 萬 | 2.30% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 43,635 | $175.5 萬 | 0.04% | −5,089−10.4% | 減碼 |
| PFS Investments Inc. | 43,579 | $175.3 萬 | 0.04% | +2,045+4.9% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 43,532 | $175.1 萬 | 0.24% | −881−2.0% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 43,434 | $174.7 萬 | 0.69% | −1,080−2.4% | 減碼 |
| Graham Capital Management, L.P. | 43,325 | $174.2 萬 | 0.07% | +43,325 | 新進 |
| United Asset Strategies, Inc. | 43,027 | $173.1 萬 | 0.27% | +268+0.6% | 加碼 |
| Apollon Wealth Management, LLC | 42,905 | $172.6 萬 | 0.14% | +2,109+5.2% | 加碼 |
| Cove Street Capital, LLC | 42,900 | $172.5 萬 | 0.48% | −24,900−36.7% | 減碼 |
| Cohen Investment Advisors LLC | 42,831 | $172.2 萬 | 1.58% | +914+2.2% | 加碼 |
| Gs Investments, Inc. | 42,400 | $170.5 萬 | 1.13% | 00.0% | 不變 |
| Moody Aldrich Partners LLC | 42,069 | $169.2 萬 | 0.35% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 41,856 | $168.3 萬 | 0.69% | +403+1.0% | 加碼 |
| Belpointe Asset Management LLC | 41,800 | $168.0 萬 | 0.11% | −1,803−4.1% | 減碼 |
| KG&L Capital Management,LLC | 41,674 | $167.6 萬 | 0.95% | +983+2.4% | 加碼 |
| Marks Group Wealth Management, Inc | 41,668 | $167.6 萬 | 0.26% | +5,271+14.5% | 加碼 |
| Meridian Wealth Partners, LLC | 41,272 | $166.0 萬 | 0.42% | −38−0.1% | 減碼 |
| JT Stratford LLC | 41,212 | $165.8 萬 | 0.59% | −2,250−5.2% | 減碼 |
| NBT Bank N A | 41,221 | $165.8 萬 | 0.27% | −226−0.5% | 減碼 |
| Fiduciary Group LLC | 34,513 | $165.5 萬 | 0.21% | −846−2.4% | 減碼 |
| Merit Financial Group, LLC | 40,958 | $164.7 萬 | 0.07% | −27,215−39.9% | 減碼 |
| InterOcean Capital Group, LLC | 40,915 | $164.6 萬 | 0.07% | +3,714+10.0% | 加碼 |
| Wesbanco Bank Inc | 40,875 | $164.3 萬 | 0.11% | −20,175−33.0% | 減碼 |
| Lincoln National Corp | 40,866 | $164.3 萬 | 0.04% | +1,373+3.5% | 加碼 |
| Brinker Capital Investments, LLC | 40,782 | $164.0 萬 | 0.03% | +4,147+11.3% | 加碼 |
| DRW Securities, L.L.C. | 40,782 | $164.0 萬 | 0.51% | +40,782 | 新進 |
| Forum Financial Management, LP | 40,724 | $163.8 萬 | 0.08% | +3,407+9.1% | 加碼 |