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 |
|---|---|---|---|---|---|
| Martin & Co Inc | 26,052 | $107.6 萬 | 0.28% | +434+1.7% | 加碼 |
| Washington Trust Co | 26,077 | $107.7 萬 | 0.05% | −2,512−8.8% | 減碼 |
| Holderness Investments Co | 26,094 | $107.7 萬 | 0.46% | +60+0.2% | 加碼 |
| Boit C F David | 26,163 | $108.0 萬 | 0.77% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 26,343 | $108.8 萬 | 0.03% | +3,978+17.8% | 加碼 |
| Main Street Research LLC | 26,386 | $108.9 萬 | 0.27% | −4,463−14.5% | 減碼 |
| Ironwood Investment Counsel, LLC | 26,497 | $109.4 萬 | 0.27% | −872−3.2% | 減碼 |
| Shelton Capital Management | 26,500 | $109.4 萬 | 0.12% | −75,494−74.0% | 減碼 |
| Mutual Advisors, LLC | 26,518 | $109.5 萬 | 0.05% | −6,318−19.2% | 減碼 |
| Courier Capital LLC | 26,580 | $109.7 萬 | 0.13% | −806−2.9% | 減碼 |
| First Financial Bank - Trust Division | 26,614 | $109.9 萬 | 0.12% | −27−0.1% | 減碼 |
| Heritage Wealth Management, LLC | 26,763 | $110.5 萬 | 0.16% | +12,376+86.0% | 加碼 |
| Trust Co of Toledo NA | 26,863 | $110.9 萬 | 0.21% | +288+1.1% | 加碼 |
| Carlson Capital Management | 27,067 | $111.8 萬 | 0.08% | +7,905+41.3% | 加碼 |
| Northside Capital Management, LLC | 27,127 | $112.0 萬 | 0.34% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 27,247 | $112.5 萬 | 0.05% | −354−1.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 27,291 | $112.7 萬 | 0.25% | +2,271+9.1% | 加碼 |
| Colony Group LLC | 27,311 | $112.8 萬 | 0.02% | +3,283+13.7% | 加碼 |
| AlphaStar Capital Management, LLC | 27,394 | $113.1 萬 | 0.12% | −255−0.9% | 減碼 |
| Coastal Investment Advisors, Inc. | 27,452 | $113.3 萬 | 0.28% | −1,504−5.2% | 減碼 |
| Eos Management, L.P. | 27,500 | $113.5 萬 | 0.57% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 27,573 | $113.8 萬 | 0.48% | +1,640+6.3% | 加碼 |
| Valley National Advisers Inc | 26,713 | $114.1 萬 | 0.20% | −996−3.6% | 減碼 |
| Citizens National Bank Trust Department | 27,640 | $114.1 萬 | 0.32% | −158−0.6% | 減碼 |
| Sterling Investment Management, Inc. | 27,680 | $114.3 萬 | 0.92% | −1,802−6.1% | 減碼 |
| Archford Capital Strategies, LLC | 27,718 | $114.4 萬 | 0.26% | −250−0.9% | 減碼 |
| Hoylecohen, LLC | 27,809 | $114.8 萬 | 0.11% | +20.0% | 加碼 |
| Joel Isaacson & Co., LLC | 27,830 | $114.9 萬 | 0.09% | +2,000+7.7% | 加碼 |
| Capital Markets Trading UK LLP | 27,977 | $115.5 萬 | 3.05% | −42,703−60.4% | 減碼 |
| Integrated Advisors Network LLC | 27,988 | $115.6 萬 | 0.07% | −2,333−7.7% | 減碼 |
| 1st Source Bank | 27,991 | $115.6 萬 | 0.08% | 00.0% | 不變 |
| Thomasville National Bank | 28,111 | $116.1 萬 | 0.13% | −700−2.4% | 減碼 |
| Oarsman Capital, Inc. | 28,300 | $116.8 萬 | 0.60% | −123−0.4% | 減碼 |
| Desjardins Global Asset Management Inc. | 28,414 | $117.3 萬 | 0.18% | −27,037−48.8% | 減碼 |
| DuPont Capital Management Corp | 28,698 | $118.5 萬 | 0.06% | −6,541−18.6% | 減碼 |
| Peak Asset Management, LLC | 28,816 | $119.0 萬 | 0.31% | +195+0.7% | 加碼 |
| Heartland Advisors Inc | 28,906 | $119.4 萬 | 0.08% | +336+1.2% | 加碼 |
| Sawtooth Solutions, LLC | 28,939 | $119.5 萬 | 0.16% | +3,743+14.9% | 加碼 |
| Johnson Financial Group, Inc. | 29,224 | $120.7 萬 | 0.10% | −130.0% | 減碼 |
| Gamble Jones Investment Counsel | 29,268 | $120.8 萬 | 0.09% | +100+0.3% | 加碼 |
| Marco Investment Management LLC | 29,298 | $121.0 萬 | 0.14% | +2,000+7.3% | 加碼 |
| Fiduciary Group LLC | 29,337 | $121.1 萬 | 0.16% | −5,176−15.0% | 減碼 |
| Leavell Investment Management, Inc. | 29,485 | $121.7 萬 | 0.09% | −500−1.7% | 減碼 |
| Nicolet Bankshares Inc | 29,502 | $121.8 萬 | 0.42% | +5,494+22.9% | 加碼 |
| Coppell Advisory Solutions LLC | 29,677 | $122.5 萬 | 0.44% | +29,677 | 新進 |
| Coppell Advisory Solutions Corp. | 29,677 | $122.5 萬 | 0.44% | +29,677 | 新進 |
| Ballentine Partners, LLC | 29,690 | $122.6 萬 | 0.04% | +2,253+8.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,714 | $122.7 萬 | 0.00% | +29,714 | 新進 |
| Chicago Partners Investment Group LLC | 25,507 | $122.8 萬 | 0.08% | −2,417−8.7% | 減碼 |
| Ancora Advisors, LLC | 29,810 | $123.1 萬 | 0.04% | −10,241−25.6% | 減碼 |
| Essex Investment Management Co LLC | 29,886 | $123.4 萬 | 0.19% | −1,688−5.3% | 減碼 |
| Clarius Group, LLC | 29,920 | $123.5 萬 | 0.11% | +625+2.1% | 加碼 |
| First Citizens Bank & Trust Co | 29,956 | $123.7 萬 | 0.04% | +463+1.6% | 加碼 |
| Baker Avenue Asset Management, LP | 30,011 | $123.9 萬 | 0.07% | +7,711+34.6% | 加碼 |
| Peterson Financial Group, Inc. | 30,072 | $124.2 萬 | 1.64% | −14,886−33.1% | 減碼 |
| RNC Capital Management LLC | 30,175 | $124.6 萬 | 0.07% | −16,668−35.6% | 減碼 |
| Shelton Wealth Management, LLC | 30,185 | $124.6 萬 | 0.98% | +23+0.1% | 加碼 |
| Meridian Investment Counsel Inc. | 30,241 | $124.9 萬 | 0.50% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 30,278 | $125.0 萬 | 0.62% | +16,113+113.8% | 加碼 |
| Vista Investment Management | 30,379 | $125.4 萬 | 0.72% | +1,071+3.7% | 加碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $125.5 萬 | 0.10% | 00.0% | 不變 |
| Scott & Selber, Inc. | 30,470 | $125.8 萬 | 0.57% | −65−0.2% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 30,685 | $126.7 萬 | 0.14% | −447−1.4% | 減碼 |
| Brighton Jones LLC | 30,709 | $126.8 萬 | 0.08% | −1,142−3.6% | 減碼 |
| HBK Sorce Advisory LLC | 30,712 | $126.8 萬 | 0.03% | +15,505+102.0% | 加碼 |
| Grimes & Company, Inc. | 30,855 | $127.4 萬 | 0.05% | −1,517−4.7% | 減碼 |
| Aspiriant, LLC | 30,878 | $127.5 萬 | 0.06% | +934+3.1% | 加碼 |
| Founders Financial Securities LLC | 31,014 | $128.1 萬 | 0.20% | −2,487−7.4% | 減碼 |
| Symmetry Partners, LLC | 31,025 | $128.1 萬 | 0.08% | +2,477+8.7% | 加碼 |
| Everett Harris & Co | 31,099 | $128.4 萬 | 0.02% | −500−1.6% | 減碼 |
| Voya Financial Advisors, Inc. | 31,073 | $128.4 萬 | 0.17% | −6,456−17.2% | 減碼 |
| AF Advisors, Inc. | 32,040 | $128.9 萬 | 0.82% | 00.0% | 不變 |
| 44 Wealth Management LLC | 31,547 | $130.3 萬 | 0.45% | −3,497−10.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 31,713 | $130.9 萬 | 0.05% | −572−1.8% | 減碼 |
| Smith Shellnut Wilson LLC | 31,856 | $131.5 萬 | 0.81% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 31,865 | $131.6 萬 | 0.19% | +34+0.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 32,030 | $132.3 萬 | 0.01% | +3,152+10.9% | 加碼 |
| Sterneck Capital Management, LLC | 32,157 | $132.8 萬 | 0.88% | −1,370−4.1% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $133.0 萬 | 0.55% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 33,072 | $133.0 萬 | 0.02% | +4,581+16.1% | 加碼 |
| Venture Visionary Partners LLC | 32,398 | $133.8 萬 | 0.10% | +114+0.4% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 32,498 | $134.2 萬 | 0.10% | −1,363−4.0% | 減碼 |
| Duff & Phelps Investment Management Co | 32,640 | $134.8 萬 | 0.02% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 32,788 | $135.4 萬 | 1.00% | +58+0.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 33,033 | $136.4 萬 | 0.07% | +818+2.5% | 加碼 |
| St. Louis Financial Planners Asset Management, LLC | 33,043 | $136.4 萬 | 1.33% | +33,043 | 新進 |
| Continuum Advisory, LLC | 33,232 | $137.2 萬 | 0.25% | +2,789+9.2% | 加碼 |
| Mystic Asset Management, Inc. | 33,321 | $137.6 萬 | 0.78% | +2,010+6.4% | 加碼 |
| Quantamental Technologies LLC | 33,344 | $137.7 萬 | 0.63% | +33,344 | 新進 |
| Parallel Advisors, LLC | 33,378 | $137.8 萬 | 0.06% | −969−2.8% | 減碼 |
| Cowen and Company, LLC | 33,640 | $138.9 萬 | 0.15% | −81,314−70.7% | 減碼 |
| Applied Capital LLC | 33,748 | $139.3 萬 | 1.39% | +33,748 | 新進 |
| Naviter Wealth, LLC | 31,634 | $140.6 萬 | 0.39% | +3,564+12.7% | 加碼 |
| Lee Financial Co | 34,165 | $141.1 萬 | 0.24% | +450+1.3% | 加碼 |
| Diversified Trust Co | 34,154 | $141.1 萬 | 0.06% | +3,032+9.7% | 加碼 |
| Resources Management Corp | 34,195 | $141.2 萬 | 0.22% | 00.0% | 不變 |
| Country Club Bank | 34,267 | $141.5 萬 | 0.12% | −20,670−37.6% | 減碼 |
| Signaturefd, LLC | 34,349 | $141.8 萬 | 0.04% | −2,224−6.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 34,375 | $141.9 萬 | 0.03% | +8,749+34.1% | 加碼 |
| Keystone Wealth Services, LLC | 34,531 | $142.6 萬 | 0.62% | +80+0.2% | 加碼 |