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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 34,525 | $142.6 萬 | 0.20% | −160−0.5% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 34,541 | $142.6 萬 | 1.06% | −499−1.4% | 減碼 |
| Massachusetts Wealth Management | 30,485 | $142.9 萬 | 1.38% | +30,485 | 新進 |
| NorthRock Partners, LLC | 34,733 | $143.4 萬 | 0.16% | −5,288−13.2% | 減碼 |
| Oldfather Financial Services, LLC | 34,787 | $143.6 萬 | 0.82% | −103−0.3% | 減碼 |
| Conning Inc. | 34,810 | $143.7 萬 | 0.05% | −329−0.9% | 減碼 |
| Northwest Capital Management Inc | 34,846 | $143.9 萬 | 0.76% | +110.0% | 加碼 |
| Mather Group, LLC. | 34,915 | $144.2 萬 | 0.03% | +483+1.4% | 加碼 |
| Bennett Selby Investments LP | 34,954 | $144.3 萬 | 1.08% | −787−2.2% | 減碼 |
| Gibson Wealth Advisors LLC | 32,634 | $144.4 萬 | 0.03% | +32,116+6,200.0% | 加碼 |
| Integrated Wealth Concepts LLC | 34,986 | $144.5 萬 | 0.04% | +2,241+6.8% | 加碼 |
| United Fire Group Inc | 35,086 | $144.9 萬 | 0.86% | 00.0% | 不變 |
| Fosun International Ltd | 35,135 | $145.1 萬 | 0.13% | 00.0% | 不變 |
| Marotta Asset Management | 35,181 | $145.3 萬 | 0.35% | −449−1.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 35,347 | $145.9 萬 | 0.07% | +14,594+70.3% | 加碼 |
| Gotham Asset Management, LLC | 35,399 | $146.2 萬 | 0.04% | −347−1.0% | 減碼 |
| AIA Group Ltd | 35,526 | $146.7 萬 | 0.09% | +17,465+96.7% | 加碼 |
| Coldstream Capital Management Inc | 35,800 | $147.8 萬 | 0.05% | +35,800 | 新進 |
| Trinity Financial Advisors LLC | 35,857 | $148.1 萬 | 0.97% | −3,227−8.3% | 減碼 |
| Chemistry Wealth Management LLC | 35,920 | $148.3 萬 | 0.58% | 00.0% | 不變 |
| Choate Investment Advisors | 35,931 | $148.4 萬 | 0.09% | +6,901+23.8% | 加碼 |
| CAPROCK Group, Inc. | 35,934 | $148.4 萬 | 0.14% | +725+2.1% | 加碼 |
| Columbus Macro, LLC | 35,938 | $148.4 萬 | 0.57% | −917−2.5% | 減碼 |
| InterOcean Capital Group, LLC | 35,952 | $148.4 萬 | 0.05% | −4,963−12.1% | 減碼 |
| Foundations Investment Advisors, LLC | 35,962 | $148.5 萬 | 0.06% | +9,888+37.9% | 加碼 |
| Neville Rodie & Shaw Inc | 36,052 | $148.8 萬 | 0.14% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 36,232 | $149.6 萬 | 0.23% | +2,426+7.2% | 加碼 |
| Portman Square Capital LLP | 36,300 | $149.9 萬 | 0.73% | +36,300 | 新進 |
| Private Trust Co NA | 36,345 | $150.1 萬 | 0.22% | −604−1.6% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,365 | $150.2 萬 | 0.30% | +1,046+3.0% | 加碼 |
| Auxier Asset Management | 36,567 | $151.0 萬 | 0.26% | 00.0% | 不變 |
| One Capital Management, LLC | 36,655 | $151.3 萬 | 0.08% | −1,835−4.8% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 36,730 | $151.8 萬 | 0.03% | +23,594+179.6% | 加碼 |
| Schechter Investment Advisors, LLC | 36,815 | $152.0 萬 | 0.14% | +1,016+2.8% | 加碼 |
| We Are One Seven, LLC | 37,195 | $153.6 萬 | 0.15% | +4,713+14.5% | 加碼 |
| Yarbrough Capital, LLC | 37,485 | $154.8 萬 | 0.12% | 00.0% | 不變 |
| Central Trust Co | 37,835 | $156.2 萬 | 0.05% | +18,371+94.4% | 加碼 |
| Pitcairn Co | 37,943 | $156.7 萬 | 0.16% | +12,059+46.6% | 加碼 |
| Miller Investment Management, LP | 38,182 | $157.7 萬 | 0.27% | 00.0% | 不變 |
| Sendero Wealth Management, LLC | 38,187 | $157.7 萬 | 0.56% | +8,776+29.8% | 加碼 |
| GWM Advisors LLC | 155,425 | $157.7 萬 | 0.04% | +13,662+9.6% | 加碼 |
| Brinker Capital Investments, LLC | 38,495 | $158.9 萬 | 0.03% | −2,287−5.6% | 減碼 |
| Compagnie Lombard Odier SCmA | 38,589 | $159.4 萬 | 0.04% | +11,012+39.9% | 加碼 |
| Cunning Capital Partners, LP | 38,675 | $159.7 萬 | 1.13% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 38,763 | $160.1 萬 | 0.10% | 00.0% | 不變 |
| Hedges Asset Management LLC | 39,100 | $161.4 萬 | 1.44% | +2,000+5.4% | 加碼 |
| Belpointe Asset Management LLC | 39,101 | $161.4 萬 | 0.10% | −2,699−6.5% | 減碼 |
| ICA Group Wealth Management, LLC | 39,101 | $161.5 萬 | 0.38% | −23,754−37.8% | 減碼 |
| Evercore Wealth Management, LLC | 39,223 | $162.0 萬 | 0.03% | −227−0.6% | 減碼 |
| Eagle Rock Investment Company, LLC | 37,932 | $162.1 萬 | 0.37% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 39,268 | $162.1 萬 | 0.16% | +2,595+7.1% | 加碼 |
| American Money Management, LLC | 39,382 | $162.6 萬 | 0.46% | +3,566+10.0% | 加碼 |
| Cresset Asset Management, LLC | 78,898 | $162.8 萬 | 0.02% | −18,320−18.8% | 減碼 |
| Cullinan Associates Inc | 39,481 | $163.0 萬 | 0.09% | 00.0% | 不變 |
| Alpha DNA Investment Management LLC | 39,599 | $163.5 萬 | 0.87% | +24,062+154.9% | 加碼 |
| Sumitomo Life Insurance Co | 39,660 | $163.8 萬 | 0.12% | −867−2.1% | 減碼 |
| Sepio Capital, LP | 39,854 | $164.6 萬 | 0.14% | +1,473+3.8% | 加碼 |
| Anson Funds Management LP | 40,000 | $165.2 萬 | 0.54% | +20,000+100.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 40,062 | $165.4 萬 | 0.24% | +7,454+22.9% | 加碼 |
| Jackson Hole Capital Partners, LLC | 40,099 | $165.6 萬 | 0.49% | −170.0% | 減碼 |
| Spears Abacus Advisors LLC | 40,147 | $165.8 萬 | 0.16% | +100+0.2% | 加碼 |
| Balentine LLC | 40,163 | $165.8 萬 | 0.06% | −3,931−8.9% | 減碼 |
| NBT Bank N A | 40,339 | $166.6 萬 | 0.24% | −882−2.1% | 減碼 |
| Centaurus Financial, Inc. | 40,453 | $167.0 萬 | 0.16% | +12,306+43.7% | 加碼 |
| Qsemble Capital Management, LP | 40,600 | $167.6 萬 | 1.17% | +40,600 | 新進 |
| Forum Financial Management, LP | 40,635 | $167.8 萬 | 0.06% | −89−0.2% | 減碼 |
| Ritholtz Wealth Management | 40,746 | $168.2 萬 | 0.09% | −22,474−35.5% | 減碼 |
| Cove Street Capital, LLC | 40,800 | $168.5 萬 | 0.46% | −2,100−4.9% | 減碼 |
| Hollow Brook Wealth Management LLC | 40,844 | $168.6 萬 | 0.81% | +657+1.6% | 加碼 |
| Avestar Capital, LLC | 40,941 | $169.0 萬 | 0.36% | +628+1.6% | 加碼 |
| Lincoln National Corp | 41,097 | $169.7 萬 | 0.04% | +231+0.6% | 加碼 |
| Global Retirement Partners, LLC | 41,505 | $171.4 萬 | 0.12% | +1,293+3.2% | 加碼 |
| Meridian Wealth Partners, LLC | 41,535 | $171.5 萬 | 0.40% | +263+0.6% | 加碼 |
| Mach-1 Financial Group, Inc. | 41,551 | $171.6 萬 | 0.80% | +38,172+1,129.7% | 加碼 |
| Triangle Securities Wealth Management | 41,643 | $171.9 萬 | 0.63% | −213−0.5% | 減碼 |
| WealthPlan Investment Management, LLC | 35,767 | $172.1 萬 | 0.12% | +32+0.1% | 加碼 |
| Apollon Wealth Management, LLC | 41,781 | $172.5 萬 | 0.12% | −1,124−2.6% | 減碼 |
| Hendershot Investments Inc. | 41,791 | $172.6 萬 | 0.29% | −6,510−13.5% | 減碼 |
| Stonegate Investment Group, LLC | 41,895 | $173.0 萬 | 0.07% | −2,743−6.1% | 減碼 |
| Fund Management at Engine No. 1 LLC | 41,946 | $173.2 萬 | 0.42% | +5,474+15.0% | 加碼 |
| WealthPLAN Partners, LLC | 35,767 | $173.5 萬 | 0.12% | +35,767 | 新進 |
| Beese Fulmer Investment Management, Inc. | 42,261 | $174.5 萬 | 0.21% | −1,271−2.9% | 減碼 |
| Gs Investments, Inc. | 42,400 | $175.1 萬 | 1.08% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 42,459 | $175.3 萬 | 0.11% | +2,111+5.2% | 加碼 |
| Jupiter Wealth Management LLC | 42,487 | $175.4 萬 | 1.70% | −5,000−10.5% | 減碼 |
| United Asset Strategies, Inc. | 42,528 | $175.6 萬 | 0.24% | −499−1.2% | 減碼 |
| Cohen Investment Advisors LLC | 42,529 | $175.6 萬 | 1.46% | −302−0.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 42,535 | $175.6 萬 | 0.20% | −12,571−22.8% | 減碼 |
| Rocky Mountain Advisers, LLC | 42,575 | $175.8 萬 | 0.98% | −1,300−3.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 42,639 | $176.1 萬 | 0.06% | +4,110+10.7% | 加碼 |
| TKG Advisors, LLC | 42,978 | $177.5 萬 | 1.17% | +42,978 | 新進 |
| AMG National Trust Bank | 43,277 | $178.7 萬 | 0.06% | +3,340+8.4% | 加碼 |
| HB Wealth Management, LLC | 43,347 | $179.0 萬 | 0.03% | −1,758−3.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 43,566 | $179.9 萬 | 0.03% | −69−0.2% | 減碼 |
| Equitable Holdings, Inc. | 44,089 | $182.0 萬 | 0.03% | +20,106+83.8% | 加碼 |
| Park Avenue Securities LLC | 44,113 | $182.1 萬 | 0.03% | −996−2.2% | 減碼 |
| 3Chopt Investment Partners, LLC | 44,192 | $182.5 萬 | 1.00% | +44,192 | 新進 |
| Laurel Wealth Advisors, Inc. | 44,386 | $182.9 萬 | 0.18% | −193−0.4% | 減碼 |
| Franklin Street Advisors Inc | 44,460 | $183.6 萬 | 0.17% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 44,692 | $184.5 萬 | 0.18% | −964−2.1% | 減碼 |