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 2,882 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $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 |
|---|---|---|---|---|---|
| Private Management Group Inc | 44,952 | $185.6 萬 | 0.08% | −2,950−6.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 44,990 | $185.8 萬 | 0.09% | −3,300−6.8% | 減碼 |
| Timelo Investment Management Inc. | 45,000 | $185.8 萬 | 1.83% | +45,000 | 新進 |
| Pavion Blue Capital, LLC | 45,005 | $185.8 萬 | 1.19% | −774−1.7% | 減碼 |
| PFS Investments Inc. | 45,029 | $185.9 萬 | 0.03% | +1,450+3.3% | 加碼 |
| Haverford Trust Co | 45,454 | $187.7 萬 | 0.02% | −7,729−14.5% | 減碼 |
| Advisors Asset Management, Inc. | 45,538 | $188.0 萬 | 0.04% | −22,889−33.5% | 減碼 |
| Trust Asset Management LLC | 45,629 | $188.4 萬 | 0.23% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 45,673 | $188.6 萬 | 0.74% | −4,000−8.1% | 減碼 |
| Mark Stevens | 45,782 | $189.0 萬 | 0.25% | −203−0.4% | 減碼 |
| Union Heritage Capital, LLC | 45,970 | $189.8 萬 | 1.16% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 46,052 | $190.1 萬 | 0.53% | −33,600−42.2% | 減碼 |
| Bank of Stockton | 46,180 | $190.7 萬 | 0.67% | −235−0.5% | 減碼 |
| TBH Global Asset Management, LLC | 46,336 | $191.3 萬 | 0.47% | −3,550−7.1% | 減碼 |
| Crestwood Advisors Group LLC | 46,437 | $191.7 萬 | 0.07% | −12,371−21.0% | 減碼 |
| Marks Group Wealth Management, Inc | 46,476 | $191.9 萬 | 0.26% | +4,808+11.5% | 加碼 |
| Cigna Investments Inc | 47,090 | $194.5 萬 | 0.41% | +339+0.7% | 加碼 |
| KG&L Capital Management,LLC | 47,135 | $194.6 萬 | 1.12% | +5,461+13.1% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 47,255 | $195.1 萬 | 0.77% | −165−0.3% | 減碼 |
| GQG Partners LLC | 47,292 | $195.3 萬 | 0.01% | +47,292 | 新進 |
| Somerset Group LLC | 47,629 | $196.7 萬 | 1.73% | −218−0.5% | 減碼 |
| Zeke Capital Advisors, LLC | 47,737 | $197.1 萬 | 0.13% | −2,563−5.1% | 減碼 |
| Meeder Advisory Services, Inc. | 47,867 | $197.6 萬 | 0.25% | +47,867 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 47,919 | $197.9 萬 | 0.10% | −4,074−7.8% | 減碼 |
| Foster Group, Inc. | 47,930 | $197.9 萬 | 0.15% | −440−0.9% | 減碼 |
| Pring Turner Capital Group Inc | 48,051 | $198.4 萬 | 2.16% | −5,642−10.5% | 減碼 |
| Resources Investment Advisors, LLC. | 48,271 | $199.3 萬 | 0.06% | +1,316+2.8% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 48,476 | $200.2 萬 | 0.72% | +5,042+11.6% | 加碼 |
| Global Frontier Investments LLC | 48,661 | $200.9 萬 | 0.88% | +48,661 | 新進 |
| Lakeview Capital Partners, LLC | 43,540 | $201.5 萬 | 0.64% | +7,544+21.0% | 加碼 |
| Wesbanco Bank Inc | 48,936 | $202.0 萬 | 0.09% | +8,061+19.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,076 | $202.6 萬 | 0.15% | −121−0.2% | 減碼 |
| LGT Group Foundation | 49,089 | $202.7 萬 | 0.06% | +2,737+5.9% | 加碼 |
| Shayne & Co., LLC | 49,239 | $203.3 萬 | 1.13% | +586+1.2% | 加碼 |
| Geneos Wealth Management Inc. | 49,275 | $203.5 萬 | 0.12% | −408−0.8% | 減碼 |
| Blackhawk Capital Partners LLC. | 49,392 | $203.9 萬 | 1.59% | −1,242−2.5% | 減碼 |
| Qtron Investments LLC | 49,515 | $204.4 萬 | 0.43% | +1,934+4.1% | 加碼 |
| Iat Reinsurance Co Ltd. | 50,000 | $206.4 萬 | 0.41% | 00.0% | 不變 |
| Hyman Charles D | 50,080 | $206.8 萬 | 0.14% | −651−1.3% | 減碼 |
| HM Payson & Co | 50,204 | $207.3 萬 | 0.05% | −90.0% | 減碼 |
| White Pine Capital LLC | 50,270 | $207.6 萬 | 0.81% | +4,565+10.0% | 加碼 |
| Silvant Capital Management LLC | 50,528 | $208.6 萬 | 0.15% | +955+1.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 50,605 | $208.9 萬 | 0.04% | −273−0.5% | 減碼 |
| Capital Investment Counsel, Inc | 50,845 | $209.9 萬 | 0.50% | +3,966+8.5% | 加碼 |
| One River Asset Management, LLC | 51,028 | $210.9 萬 | 1.45% | +51,028 | 新進 |
| Intercontinental Wealth Advisors, LLC | 51,126 | $211.1 萬 | 0.63% | −77−0.2% | 減碼 |
| Associated Banc-Corp | 51,149 | $211.2 萬 | 0.09% | −1,127−2.2% | 減碼 |
| Aft, Forsyth & Sober, LLC | 51,500 | $212.6 萬 | 0.96% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 51,500 | $212.6 萬 | 0.29% | +6,548+14.6% | 加碼 |
| London Co of Virginia | 51,558 | $212.9 萬 | 0.01% | −76−0.1% | 減碼 |
| Quantinno Capital Management LP | 51,923 | $214.4 萬 | 0.16% | −1,501−2.8% | 減碼 |
| Hennessy Advisors Inc | 52,000 | $214.7 萬 | 0.14% | −4,000−7.1% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 52,330 | $216.1 萬 | 0.04% | −524−1.0% | 減碼 |
| Private Asset Management Inc | 52,932 | $218.6 萬 | 0.37% | +527+1.0% | 加碼 |
| Winning Points Advisors, LLC | 53,006 | $218.9 萬 | 2.79% | −4,950−8.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 53,623 | $221.4 萬 | 0.11% | −5,429−9.2% | 減碼 |
| DoubleLine ETF Adviser LP | 53,739 | $221.9 萬 | 1.14% | +53,739 | 新進 |
| Segall Bryant & Hamill, LLC | 53,915 | $222.6 萬 | 0.02% | −1,384−2.5% | 減碼 |
| Walter & Keenan Financial Consulting Co | 54,107 | $223.4 萬 | 0.88% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 54,229 | $223.9 萬 | 0.28% | +54,229 | 新進 |
| NBW Capital LLC | 54,363 | $224.5 萬 | 0.57% | −49,768−47.8% | 減碼 |
| Legato Capital Management LLC | 54,661 | $225.7 萬 | 0.43% | +54,661 | 新進 |
| Clearstead Advisors, LLC | 55,016 | $227.2 萬 | 0.18% | −810−1.5% | 減碼 |
| Mitchell Sinkler & Starr | 55,125 | $227.6 萬 | 0.73% | −4,318−7.3% | 減碼 |
| Aquatic Capital Management LLC | 55,300 | $228.4 萬 | 0.17% | +55,300 | 新進 |
| SOL Capital Management CO | 55,568 | $229.4 萬 | 0.41% | −250−0.4% | 減碼 |
| Baader Bank INC | 55,914 | $230.9 萬 | 0.21% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 56,325 | $232.6 萬 | 0.10% | +386+0.7% | 加碼 |
| Continental Advisors LLC | 56,402 | $232.9 萬 | 2.21% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 56,400 | $232.9 萬 | 0.04% | 00.0% | 不變 |
| XTX Topco Ltd | 56,485 | $233.2 萬 | 0.49% | +56,485 | 新進 |
| Simplex Trading, LLC | 56,601 | $233.7 萬 | 0.11% | −296,240−84.0% | 減碼 |
| Meitav Dash Investments Ltd | 56,854 | $234.4 萬 | 0.04% | −928−1.6% | 減碼 |
| Veriti Management LLC | 56,848 | $234.7 萬 | 0.31% | −1,674−2.9% | 減碼 |
| Savant Capital, LLC | 62,320 | $236.1 萬 | 0.06% | +4,580+7.9% | 加碼 |
| Stonebridge Capital Advisors LLC | 57,245 | $236.4 萬 | 0.28% | −1,160−2.0% | 減碼 |
| Focus Financial Network, Inc. | 57,295 | $236.6 萬 | 0.19% | −535−0.9% | 減碼 |
| Veritable, L.P. | 57,491 | $237.4 萬 | 0.04% | +6,067+11.8% | 加碼 |
| Logan Capital Management Inc | 57,571 | $237.7 萬 | 0.12% | +34,729+152.0% | 加碼 |
| Verdence Capital Advisors LLC | 57,915 | $239.1 萬 | 0.29% | −2,139−3.6% | 減碼 |
| Argyle Capital Management Inc. | 58,153 | $240.1 萬 | 0.83% | −40−0.1% | 減碼 |
| FDx Advisors, Inc. | 58,557 | $241.8 萬 | 0.11% | −6,583−10.1% | 減碼 |
| Greenleaf Trust | 58,555 | $241.8 萬 | 0.03% | +3,860+7.1% | 加碼 |
| Wetherby Asset Management Inc | 58,605 | $242.0 萬 | 0.16% | +905+1.6% | 加碼 |
| Allworth Financial LP | 59,014 | $243.7 萬 | 0.03% | −526−0.9% | 減碼 |
| Robinson Value Management, Ltd. | 59,297 | $244.8 萬 | 2.11% | +5,205+9.6% | 加碼 |
| Snowden Capital Advisors LLC | 59,413 | $245.3 萬 | 0.10% | −1,182−2.0% | 減碼 |
| Toroso Investments, LLC | 59,754 | $246.7 萬 | 0.09% | −2,562−4.1% | 減碼 |
| Kingsview Wealth Management, LLC | 59,804 | $246.9 萬 | 0.11% | −10,541−15.0% | 減碼 |
| Valeo Financial Advisors, LLC | 59,966 | $247.6 萬 | 0.14% | +7,033+13.3% | 加碼 |
| Virtu Financial LLC | 59,955 | $247.6 萬 | 0.33% | +59,955 | 新進 |
| NatWest Group plc | 60,507 | $249.8 萬 | 1.42% | −1,621−2.6% | 減碼 |
| Pathstone Family Office, LLC | 101,029 | $250.0 萬 | 0.05% | +53,349+111.9% | 加碼 |
| Burleson & Company, LLC | 60,674 | $250.5 萬 | 0.63% | −252−0.4% | 減碼 |
| HighMark Wealth Management LLC | 61,092 | $252.2 萬 | 1.90% | +6,225+11.3% | 加碼 |
| Bleakley Financial Group, LLC | 61,174 | $252.6 萬 | 0.09% | +61,174 | 新進 |
| Horizon Investments, LLC | 61,573 | $252.6 萬 | 0.07% | +4,394+7.7% | 加碼 |
| True North Advisors, LLC | 61,194 | $252.7 萬 | 0.86% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 61,353 | $253.3 萬 | 0.25% | −516−0.8% | 減碼 |
| Jefferies Financial Group Inc. | 61,363 | $253.4 萬 | 0.04% | +61,363 | 新進 |