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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 20,577 | $85.0 萬 | 0.10% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 20,630 | $85.2 萬 | 0.04% | +2,648+14.7% | 加碼 |
| Iams Wealth Management, LLC | 20,661 | $85.3 萬 | 0.87% | +20,661 | 新進 |
| Sage Rhino Capital LLC | 20,673 | $85.4 萬 | 0.27% | +230+1.1% | 加碼 |
| First National Trust Co | 20,681 | $85.4 萬 | 0.05% | −297−1.4% | 減碼 |
| Busey Wealth Management | 20,712 | $85.5 萬 | 0.04% | −182−0.9% | 減碼 |
| Capital Asset Advisory Services LLC | 20,789 | $86.0 萬 | 0.07% | +8,855+74.2% | 加碼 |
| Investment Management Associates Inc | 20,967 | $86.6 萬 | 0.36% | −525−2.4% | 減碼 |
| Fox Run Management, L.L.C. | 20,982 | $86.6 萬 | 0.35% | +20,982 | 新進 |
| Par Capital Management Inc | 21,000 | $86.7 萬 | 0.03% | +9,400+81.0% | 加碼 |
| American State Bank (Iowa) | 21,011 | $86.8 萬 | 0.67% | −3,070−12.7% | 減碼 |
| Sentry Investment Management LLC | 21,031 | $86.8 萬 | 0.38% | −5,062−19.4% | 減碼 |
| Tobam | 21,057 | $86.9 萬 | 0.06% | +1,642+8.5% | 加碼 |
| Lake Street Advisors Group, LLC | 21,106 | $87.2 萬 | 0.06% | −3,812−15.3% | 減碼 |
| Csenge Advisory Group | 21,149 | $87.3 萬 | 0.07% | −771−3.5% | 減碼 |
| Capital Investment Advisory Services, LLC | 21,205 | $87.6 萬 | 0.10% | +1,009+5.0% | 加碼 |
| Massmutual Trust Co FSB | 21,220 | $87.6 萬 | 0.04% | +17,500+470.4% | 加碼 |
| F3Logic, LLC | 21,320 | $88.1 萬 | 0.19% | −2,217−9.4% | 減碼 |
| Gallagher Benefit Services, Inc. | 21,320 | $88.1 萬 | 0.19% | +21,320 | 新進 |
| Castle Rock Wealth Management, LLC | 19,178 | $88.1 萬 | 0.39% | +10.0% | 加碼 |
| Paloma Partners Management Co | 21,616 | $89.3 萬 | 0.19% | +21,616 | 新進 |
| BLB&B Advisors, LLC | 21,617 | $89.3 萬 | 0.07% | −250−1.1% | 減碼 |
| WP Advisors, LLC | 21,674 | $89.5 萬 | 0.40% | −544−2.4% | 減碼 |
| Agf Management Ltd | 21,733 | $89.7 萬 | 0.01% | +21,733 | 新進 |
| GFS Advisors, LLC | 21,750 | $89.8 萬 | 0.20% | 00.0% | 不變 |
| Triumph Capital Management | 21,775 | $89.9 萬 | 0.48% | +8,023+58.3% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 21,859 | $90.3 萬 | 0.11% | +548+2.6% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 21,865 | $90.3 萬 | 0.14% | −46−0.2% | 減碼 |
| Meiji Yasuda Life Insurance Co | 21,874 | $90.3 萬 | 0.02% | −5,100−18.9% | 減碼 |
| Steel Peak Wealth Management LLC | 21,872 | $90.3 萬 | 0.07% | +7,670+54.0% | 加碼 |
| Argent Advisors, Inc. | 21,930 | $90.5 萬 | 0.47% | +256+1.2% | 加碼 |
| Source Financial Advisors LLC | 21,937 | $90.6 萬 | 0.34% | +21,937 | 新進 |
| Fisher Asset Management, LLC | 21,949 | $90.6 萬 | 0.00% | −4,301−16.4% | 減碼 |
| Jones Financial Companies LLLP | 22,031 | $91.0 萬 | 0.00% | −279−1.3% | 減碼 |
| Argus Investors' Counsel, Inc. | 22,046 | $91.0 萬 | 0.73% | +439+2.0% | 加碼 |
| APCM Wealth Management for Individuals | 22,046 | $91.0 萬 | 0.16% | +22,046 | 新進 |
| Ruffer LLP | 22,000 | $91.1 萬 | 0.06% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 22,113 | $91.3 萬 | 0.01% | −20.0% | 減碼 |
| Kennedy Investment Group | 22,145 | $91.4 萬 | 0.58% | +22,145 | 新進 |
| J.W. Cole Advisors, Inc. | 22,188 | $91.6 萬 | 0.07% | +1,768+8.7% | 加碼 |
| Excalibur Management Corp | 22,348 | $92.3 萬 | 0.48% | −192−0.9% | 減碼 |
| Rossmore Private Capital | 22,474 | $92.8 萬 | 0.15% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,521 | $93.0 萬 | 0.11% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,566 | $93.2 萬 | 0.01% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 22,570 | $93.2 萬 | 0.61% | +30+0.1% | 加碼 |
| Salem Investment Counselors Inc | 22,639 | $93.5 萬 | 0.04% | +805+3.7% | 加碼 |
| Appleton Partners Inc | 22,641 | $93.5 萬 | 0.09% | −820−3.5% | 減碼 |
| Evergreen Capital Management LLC | 22,646 | $93.5 萬 | 0.04% | −3,513−13.4% | 減碼 |
| Investors Asset Management of Georgia Inc | 22,653 | $93.5 萬 | 0.49% | +152+0.7% | 加碼 |
| Wedmont Private Capital | 21,913 | $93.8 萬 | 0.14% | +397+1.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 20,022 | $93.8 萬 | 0.03% | −291−1.4% | 減碼 |
| CSS LLC | 22,730 | $93.9 萬 | 0.06% | −1,000−4.2% | 減碼 |
| First National Bank Sioux Falls | 22,798 | $94.1 萬 | 0.68% | −41,862−64.7% | 減碼 |
| LMR Partners LLP | 22,894 | $94.5 萬 | 0.02% | −1,226,963−98.2% | 減碼 |
| Fulton Bank, N.A. | 23,043 | $95.1 萬 | 0.05% | +1,634+7.6% | 加碼 |
| Golden Green, Inc. | 23,102 | $95.4 萬 | 0.98% | +23,102 | 新進 |
| Independent Financial Group, LLC | 23,187 | $95.7 萬 | 0.08% | +1,247+5.7% | 加碼 |
| Pflug Koory, LLC | 23,229 | $95.9 萬 | 0.53% | −1,072−4.4% | 減碼 |
| GFG Capital, LLC | 23,379 | $96.5 萬 | 0.22% | −2,063−8.1% | 減碼 |
| Telos Capital Management, Inc. | 23,391 | $96.6 萬 | 0.14% | −800−3.3% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 23,463 | $96.9 萬 | 0.28% | −179−0.8% | 減碼 |
| Sunbelt Securities, Inc. | 23,564 | $97.3 萬 | 0.19% | −1,623−6.4% | 減碼 |
| ZWJ Investment Counsel Inc | 23,697 | $97.8 萬 | 0.06% | −1,250−5.0% | 減碼 |
| First Bank & Trust | 23,694 | $97.9 萬 | 0.27% | +3,322+16.3% | 加碼 |
| Rothschild Investment Corp | 23,844 | $98.5 萬 | 0.09% | −1,430−5.7% | 減碼 |
| Arden Trust Co | 23,963 | $98.9 萬 | 0.20% | −2,117−8.1% | 減碼 |
| Sawyer & Company, Inc | 24,125 | $99.6 萬 | 0.49% | −575−2.3% | 減碼 |
| Buffington Mohr McNeal | 24,283 | $100.3 萬 | 0.23% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 24,365 | $100.6 萬 | 0.11% | −538−2.2% | 減碼 |
| Tealwood Asset Management Inc | 24,390 | $100.7 萬 | 0.53% | 00.0% | 不變 |
| Cadinha & Co LLC | 24,472 | $101.0 萬 | 0.23% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 24,500 | $101.2 萬 | 0.43% | +24,500 | 新進 |
| Lighthouse Investment Partners, LLC | 24,592 | $101.5 萬 | 0.19% | +24,592 | 新進 |
| Westmount Partners, LLC | 24,702 | $102.0 萬 | 0.53% | +24,702 | 新進 |
| Caldwell Trust Co | 24,756 | $102.2 萬 | 0.14% | −950−3.7% | 減碼 |
| Monarch Capital Management Inc | 24,764 | $102.3 萬 | 0.31% | −3,240−11.6% | 減碼 |
| Laurel Wealth Advisors LLC | 24,846 | $102.6 萬 | 0.24% | +655+2.7% | 加碼 |
| Insight Advisors, LLC | 24,566 | $102.7 萬 | 0.36% | −99−0.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 24,868 | $102.7 萬 | 0.11% | −87−0.3% | 減碼 |
| First Horizon Advisors, Inc. | 24,936 | $103.0 萬 | 0.04% | −935−3.6% | 減碼 |
| CMT Capital Markets Trading GmbH | 25,000 | $103.2 萬 | 0.57% | +20,000+400.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 25,079 | $103.6 萬 | 0.02% | −2,968−10.6% | 減碼 |
| Lodestar Private Asset Management LLC | 25,081 | $103.6 萬 | 0.20% | +25,081 | 新進 |
| Bartlett & Co. LLC | 25,079 | $103.6 萬 | 0.02% | −2,968−10.6% | 減碼 |
| Financial Counselors Inc | 25,082 | $103.6 萬 | 0.02% | +4,604+22.5% | 加碼 |
| NVWM, LLC | 25,129 | $103.8 萬 | 0.38% | −193−0.8% | 減碼 |
| Wrapmanager Inc | 25,208 | $104.1 萬 | 0.33% | −1,055−4.0% | 減碼 |
| First City Capital Management, Inc. | 25,242 | $104.2 萬 | 0.63% | −394−1.5% | 減碼 |
| Narwhal Capital Management | 25,253 | $104.3 萬 | 0.14% | +7,797+44.7% | 加碼 |
| Avantax Planning Partners, Inc. | 25,402 | $104.9 萬 | 0.04% | +1,205+5.0% | 加碼 |
| N.E.W. Advisory Services LLC | 25,495 | $105.3 萬 | 0.16% | +99+0.4% | 加碼 |
| TRUE Private Wealth Advisors | 25,666 | $106.0 萬 | 0.16% | +10.0% | 加碼 |
| Citadel Investment Advisory, Inc. | 25,807 | $106.6 萬 | 0.73% | −550−2.1% | 減碼 |
| Optimas Capital Ltd | 25,900 | $106.9 萬 | 1.05% | +25,900 | 新進 |
| Rehmann Capital Advisory Group | 25,911 | $107.0 萬 | 0.11% | +195+0.8% | 加碼 |
| LJI Wealth Management, LLC | 25,959 | $107.2 萬 | 0.38% | +25,959 | 新進 |
| Soltis Investment Advisors LLC | 25,974 | $107.2 萬 | 0.14% | −1,493−5.4% | 減碼 |
| Hussman Strategic Advisors, Inc. | 26,000 | $107.4 萬 | 0.17% | 00.0% | 不變 |
| Goodwin Daniel L | 26,000 | $107.4 萬 | 0.54% | +200+0.8% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 26,021 | $107.4 萬 | 0.06% | +26,021 | 新進 |