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 4 季 13F 持有人
Wells Fargo & Company 在 2022/12/31 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
- 2,070
- 較 2022 年第 3 季 +146 家
- 持有股數
- 28.2 億
- 較 2022 年第 3 季 +2,663 萬 (+1.0%)
- 總市值
- $1,164 億
- 較 2022 年第 3 季 +$40.0 億 (+3.6%)
- 新進機構
- 244
- 另有 741 家加碼
- 清倉機構
- 98
- 另有 805 家減碼
另有 39 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 16,577 | $68.4 萬 | 0.03% | −1,352−7.5% | 減碼 |
| Cascade Investment Advisors, Inc. | 16,600 | $68.5 萬 | 0.57% | +16,600 | 新進 |
| Valtinson Bruner Financial Planning LLC | 15,896 | $69.0 萬 | 0.40% | −1,619−9.2% | 減碼 |
| Koshinski Asset Management, Inc. | 16,730 | $69.1 萬 | 0.07% | +143+0.9% | 加碼 |
| Cladis Investment Advisory, LLC | 16,790 | $69.3 萬 | 0.69% | +121+0.7% | 加碼 |
| GM Advisory Group, Inc. | 16,848 | $69.6 萬 | 0.07% | −36−0.2% | 減碼 |
| Douglass Winthrop Advisors, LLC | 16,900 | $69.8 萬 | 0.02% | 00.0% | 不變 |
| HF Advisory Group, LLC | 16,922 | $69.9 萬 | 0.71% | +16,922 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 17,001 | $70.2 萬 | 0.03% | +3,656+27.4% | 加碼 |
| Prudent Man Advisors, LLC | 17,055 | $70.4 萬 | 0.28% | +266+1.6% | 加碼 |
| Valmark Advisers, Inc. | 17,057 | $70.4 萬 | 0.02% | +6,798+66.3% | 加碼 |
| Strategic Investment Advisors | 17,127 | $70.7 萬 | 0.15% | +129+0.8% | 加碼 |
| Mainstay Capital Management LLC | 17,127 | $70.7 萬 | 0.16% | +275+1.6% | 加碼 |
| Chicago Capital, LLC | 17,169 | $70.9 萬 | 0.04% | 00.0% | 不變 |
| Seeyond | 17,171 | $70.9 萬 | 0.07% | +7,311+74.1% | 加碼 |
| Legacy Financial Group LLC | 17,174 | $70.9 萬 | 0.21% | −93−0.5% | 減碼 |
| Edge Capital Group, LLC | 17,198 | $71.0 萬 | 0.05% | +4,818+38.9% | 加碼 |
| Tower Bridge Advisors | 17,225 | $71.1 萬 | 0.06% | +875+5.4% | 加碼 |
| RSM US Wealth Management LLC | 17,078 | $71.2 萬 | 0.04% | +7,146+71.9% | 加碼 |
| Change Path, LLC | 17,350 | $71.6 萬 | 0.04% | −262−1.5% | 減碼 |
| Proficio Capital Partners LLC | 17,321 | $71.7 萬 | 0.14% | −1,883−9.8% | 減碼 |
| Gryphon Financial Partners LLC | 17,370 | $71.7 萬 | 0.17% | +950+5.8% | 加碼 |
| North Star Investment Management Corp. | 17,455 | $72.1 萬 | 0.06% | +2,486+16.6% | 加碼 |
| Aspire Private Capital, LLC | 17,484 | $72.2 萬 | 0.26% | +1,729+11.0% | 加碼 |
| Baldwin Brothers Inc | 17,525 | $72.4 萬 | 0.07% | +3,100+21.5% | 加碼 |
| Personal Capital Advisors Corp | 17,555 | $72.5 萬 | 0.00% | −5,497−23.8% | 減碼 |
| Boltwood Capital Management | 17,600 | $72.7 萬 | 0.30% | −800−4.3% | 減碼 |
| Lipe & Dalton | 17,600 | $72.7 萬 | 0.42% | +850+5.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 17,610 | $72.7 萬 | 0.03% | +11,154+172.8% | 加碼 |
| Essex Financial Services, Inc. | 17,667 | $72.9 萬 | 0.08% | −428−2.4% | 減碼 |
| CIC Wealth, LLC | 17,680 | $73.0 萬 | 0.30% | +17,680 | 新進 |
| Davidson Trust Co | 17,690 | $73.0 萬 | 0.65% | −2,304−11.5% | 減碼 |
| Cumberland Advisors Inc | 17,800 | $73.5 萬 | 0.32% | −1,300−6.8% | 減碼 |
| Wharton Business Group, LLC | 17,800 | $73.5 萬 | 0.04% | +105+0.6% | 加碼 |
| Vident Investment Advisory, LLC | 17,839 | $73.7 萬 | 0.03% | +3,063+20.7% | 加碼 |
| Summit Financial Group Inc | 17,885 | $73.8 萬 | 0.29% | +250+1.4% | 加碼 |
| Keystone Financial Services | 15,751 | $73.8 萬 | 0.40% | +60.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 17,900 | $73.9 萬 | 0.05% | +22+0.1% | 加碼 |
| Deseret Mutual Benefit Administrators | 17,913 | $74.0 萬 | 0.30% | −15,384−46.2% | 減碼 |
| Congress Wealth Management LLC | 17,940 | $74.1 萬 | 0.02% | +17,940 | 新進 |
| Intrinsic Value Partners, LLC | 18,000 | $74.3 萬 | 1.02% | −11,311−38.6% | 減碼 |
| Barbara Oil Co. | 18,000 | $74.3 萬 | 0.36% | 00.0% | 不變 |
| Legacy Private Trust Co. | 18,015 | $74.4 萬 | 0.07% | +6,208+52.6% | 加碼 |
| Gilbert & Cook, Inc. | 18,029 | $74.4 萬 | 0.14% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 18,078 | $74.6 萬 | 0.11% | +3,377+23.0% | 加碼 |
| Cambridge Trust Co | 18,090 | $74.7 萬 | 0.03% | −392−2.1% | 減碼 |
| Regents of the University of California | 18,106 | $74.8 萬 | 0.14% | 00.0% | 不變 |
| Vertex Planning Partners, LLC | 18,163 | $75.0 萬 | 0.29% | +18,163 | 新進 |
| North Star Asset Management Inc | 18,198 | $75.1 萬 | 0.05% | +2,000+12.3% | 加碼 |
| Peoples Financial Services Corp. | 18,352 | $75.8 萬 | 0.35% | −1,265−6.4% | 減碼 |
| Principle Wealth Partners LLC | 18,355 | $75.8 萬 | 0.09% | −79−0.4% | 減碼 |
| MGO Private Wealth, LLC | 18,437 | $76.1 萬 | 0.35% | −479−2.5% | 減碼 |
| Financial Insights, Inc. | 18,468 | $76.3 萬 | 0.36% | +6,956+60.4% | 加碼 |
| Brookstone Capital Management | 17,902 | $76.6 萬 | 0.02% | +981+5.8% | 加碼 |
| Sittner & Nelson, LLC | 18,563 | $76.6 萬 | 0.47% | +4,346+30.6% | 加碼 |
| Prio Wealth Limited Partnership | 18,653 | $77.0 萬 | 0.03% | 00.0% | 不變 |
| First Foundation Advisors | 18,675 | $77.1 萬 | 0.04% | +4,866+35.2% | 加碼 |
| Greenup Street Wealth Management LLC | 18,776 | $77.5 萬 | 0.33% | −118−0.6% | 減碼 |
| Selway Asset Management | 18,800 | $77.6 萬 | 0.41% | +17,600+1,466.7% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,801 | $77.6 萬 | 0.49% | +119+0.6% | 加碼 |
| Wolverine Trading, LLC | 18,834 | $77.8 萬 | 0.01% | −58,913−75.8% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 18,885 | $78.0 萬 | 0.22% | +403+2.2% | 加碼 |
| Annandale Capital, LLC | 18,998 | $78.4 萬 | 0.26% | +70.0% | 加碼 |
| Triad Investment Management | 19,036 | $78.6 萬 | 1.23% | 00.0% | 不變 |
| XML Financial, LLC | 19,089 | $78.8 萬 | 0.10% | +1,598+9.1% | 加碼 |
| Glynn Capital Management LLC | 19,165 | $79.1 萬 | 0.19% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 19,195 | $79.3 萬 | 0.09% | −7,570−28.3% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 19,277 | $79.7 萬 | 0.07% | −1,555−7.5% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 19,315 | $79.8 萬 | 0.27% | +151+0.8% | 加碼 |
| Inceptionr LLC | 19,317 | $79.8 萬 | 0.42% | +19,317 | 新進 |
| Hancock Whitney Corp | 19,311 | $79.8 萬 | 0.03% | −5,269−21.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 19,342 | $79.9 萬 | 0.07% | −1,691−8.0% | 減碼 |
| Ameritas Advisory Services, LLC | 19,350 | $79.9 萬 | 0.04% | −986−4.8% | 減碼 |
| Bank Hapoalim BM | 19,354 | $79.9 萬 | 0.10% | −3,680−16.0% | 減碼 |
| Old North State Trust, LLC | 19,380 | $80.0 萬 | 0.53% | +3,635+23.1% | 加碼 |
| Vise Technologies, Inc. | 19,448 | $80.3 萬 | 0.25% | +2,732+16.3% | 加碼 |
| ARGI Investment Services, LLC | 19,512 | $80.6 萬 | 0.03% | −2,763−12.4% | 減碼 |
| Crestline Management, LP | 19,536 | $80.7 萬 | 0.12% | −239,801−92.5% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 19,542 | $80.7 萬 | 1.14% | 00.0% | 不變 |
| Capital International Inc | 19,553 | $80.7 萬 | 0.02% | +13,798+239.8% | 加碼 |
| Quilter Plc | 19,586 | $80.9 萬 | 0.03% | 00.0% | 不變 |
| Accredited Investors Inc. | 19,612 | $81.0 萬 | 0.07% | −1,324−6.3% | 減碼 |
| Vista Wealth Management Group, LLC | 19,704 | $81.4 萬 | 0.10% | +3,996+25.4% | 加碼 |
| LMCG Investments, LLC | 19,722 | $81.4 萬 | 0.06% | −1,232−5.9% | 減碼 |
| DFPG Investments, LLC | 19,225 | $82.2 萬 | 0.14% | +19,225 | 新進 |
| Epacria Capital Partners, LLC | 19,925 | $82.3 萬 | 0.66% | +19,925 | 新進 |
| Marex Group plc | 19,962 | $82.4 萬 | 0.12% | +19,962 | 新進 |
| Harbor Advisors LLC | 20,000 | $82.6 萬 | 0.21% | 00.0% | 不變 |
| Comerica Securities,inc. | 20,022 | $82.7 萬 | 0.06% | +909+4.8% | 加碼 |
| Fourthstone LLC | 20,110 | $83.0 萬 | 0.22% | +20,110 | 新進 |
| Private Wealth Group, LLC | 20,112 | $83.0 萬 | 1.18% | 00.0% | 不變 |
| Bremer Bank National Association | 20,106 | $83.1 萬 | 0.16% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 20,213 | $83.5 萬 | 0.16% | 00.0% | 不變 |
| Stewart & Patten Co LLC | 20,241 | $83.6 萬 | 0.15% | −2,284−10.1% | 減碼 |
| GHP Investment Advisors, Inc. | 20,265 | $83.7 萬 | 0.06% | +1,477+7.9% | 加碼 |
| Harbour Investments, Inc. | 20,348 | $84.0 萬 | 0.05% | +5,801+39.9% | 加碼 |
| Claris Advisors, LLC | 20,405 | $84.3 萬 | 0.80% | +104+0.5% | 加碼 |
| Lafayette Investments, Inc. | 20,445 | $84.4 萬 | 0.24% | 00.0% | 不變 |
| Investors Research Corp | 20,461 | $84.5 萬 | 0.23% | −200−1.0% | 減碼 |
| Miracle Mile Advisors, LLC | 20,464 | $84.5 萬 | 0.03% | +1,395+7.3% | 加碼 |