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 |
|---|---|---|---|---|---|
| IMS Capital Management | 62,233 | $257.0 萬 | 1.64% | −1,250−2.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 62,543 | $258.2 萬 | 0.20% | +6,319+11.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 62,852 | $259.5 萬 | 0.12% | −310−0.5% | 減碼 |
| Capital Investment Advisors, LLC | 63,235 | $261.1 萬 | 0.08% | +809+1.3% | 加碼 |
| Argent Trust Co | 63,999 | $264.3 萬 | 0.17% | −2,176−3.3% | 減碼 |
| Parcion Private Wealth LLC | 64,064 | $264.5 萬 | 0.29% | 00.0% | 不變 |
| Perkins Coie Trust Co | 64,125 | $264.8 萬 | 0.85% | +1,981+3.2% | 加碼 |
| Brookfield Asset Management Inc. | 64,411 | $266.0 萬 | 0.01% | −484,950−88.3% | 減碼 |
| Granite Investment Partners, LLC | 64,584 | $266.7 萬 | 0.11% | +595+0.9% | 加碼 |
| Lowe Brockenbrough & Co Inc | 64,940 | $268.1 萬 | 0.23% | +99+0.2% | 加碼 |
| Williams Jones Wealth Management, LLC. | 65,635 | $271.0 萬 | 0.05% | +880+1.4% | 加碼 |
| S&CO Inc | 66,003 | $272.5 萬 | 0.24% | −4,202−6.0% | 減碼 |
| RMB Capital Management, LLC | 66,271 | $273.6 萬 | 0.10% | +10.0% | 加碼 |
| Shell Asset Management Co | 66,603 | $275.0 萬 | 0.12% | −14,280−17.7% | 減碼 |
| Brown Brothers Harriman & Co | 66,789 | $275.8 萬 | 0.02% | −350−0.5% | 減碼 |
| Affinity Investment Advisors, LLC | 66,849 | $276.0 萬 | 1.27% | −7,457−10.0% | 減碼 |
| Moors & Cabot, Inc. | 66,925 | $276.3 萬 | 0.19% | −66−0.1% | 減碼 |
| Oppenheimer & Co Inc | 67,263 | $277.7 萬 | 0.06% | −250,565−78.8% | 減碼 |
| Private Advisor Group, LLC | 259,950 | $278.1 萬 | 0.14% | −4,919−1.9% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 67,905 | $280.4 萬 | 0.04% | 00.0% | 不變 |
| Mark Asset Management LP | 68,743 | $283.8 萬 | 0.67% | +68,743 | 新進 |
| Duality Advisers, LP | 68,855 | $284.3 萬 | 0.32% | +68,855 | 新進 |
| Connectus Wealth, LLC | 69,022 | $285.4 萬 | 0.08% | +1,070+1.6% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 69,500 | $287.0 萬 | 0.42% | −407,200−85.4% | 減碼 |
| Transcend Wealth Collective, LLC | 69,648 | $287.6 萬 | 0.31% | −9,232−11.7% | 減碼 |
| Moody National Bank Trust Division | 69,737 | $287.9 萬 | 0.25% | −230−0.3% | 減碼 |
| Lee Danner & Bass Inc | 69,774 | $288.1 萬 | 0.27% | +5,550+8.6% | 加碼 |
| Graham Capital Management, L.P. | 69,791 | $288.2 萬 | 0.11% | +26,466+61.1% | 加碼 |
| Teza Capital Management LLC | 69,851 | $288.4 萬 | 0.55% | −40,258−36.6% | 減碼 |
| Karpas Strategies, LLC | 70,080 | $289.4 萬 | 1.02% | +48+0.1% | 加碼 |
| Burney Co | 70,090 | $289.4 萬 | 0.15% | −84,272−54.6% | 減碼 |
| Stephens Inc | 70,335 | $290.4 萬 | 0.06% | −22,082−23.9% | 減碼 |
| SWS Partners | 70,383 | $290.6 萬 | 1.38% | +10,460+17.5% | 加碼 |
| Pinnacle Bancorp, Inc. | 70,524 | $291.2 萬 | 1.12% | +330+0.5% | 加碼 |
| Teamwork Financial Advisors, LLC | 70,738 | $292.1 萬 | 0.59% | +70,738 | 新進 |
| Leith Wheeler Investment Counsel Ltd. | 70,734 | $292.1 萬 | 0.44% | +16,950+31.5% | 加碼 |
| Pinnacle Financial Partners Inc | 71,065 | $293.4 萬 | 0.08% | +14,504+25.6% | 加碼 |
| IFP Advisors, Inc | 60,767 | $294.8 萬 | 0.09% | −6,122−9.2% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 71,500 | $295.2 萬 | 2.26% | +10,500+17.2% | 加碼 |
| Investment Management of Virginia LLC | 71,612 | $295.7 萬 | 0.58% | −1,857−2.5% | 減碼 |
| Checchi Capital Advisers, LLC | 72,214 | $298.2 萬 | 0.31% | +2,902+4.2% | 加碼 |
| Merit Financial Group, LLC | 72,220 | $298.2 萬 | 0.11% | +31,262+76.3% | 加碼 |
| Profund Advisors LLC | 72,861 | $300.8 萬 | 0.20% | +4,961+7.3% | 加碼 |
| Schnieders Capital Management LLC | 73,265 | $302.5 萬 | 0.69% | +21,002+40.2% | 加碼 |
| G&S Capital LLC | 73,404 | $303.1 萬 | 1.34% | +61,201+501.5% | 加碼 |
| Pictet Bank & Trust Ltd | 73,493 | $303.5 萬 | 3.55% | +8,851+13.7% | 加碼 |
| Mission Wealth Management, LP | 74,016 | $305.6 萬 | 0.15% | −448−0.6% | 減碼 |
| Welch & Forbes LLC | 74,114 | $306.0 萬 | 0.05% | −730−1.0% | 減碼 |
| Quadrature Capital Ltd | 74,188 | $306.4 萬 | 0.09% | +74,188 | 新進 |
| Synovus Financial Corp | 75,505 | $311.8 萬 | 0.04% | +2,518+3.4% | 加碼 |
| Caas Capital Management LP | 75,521 | $311.8 萬 | 0.60% | +17,521+30.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 75,663 | $312.4 萬 | 0.08% | +44,194+140.4% | 加碼 |
| Cetera Advisors LLC | 76,179 | $314.5 萬 | 0.06% | +15,558+25.7% | 加碼 |
| Culbertson A N & Co Inc | 76,537 | $316.0 萬 | 0.67% | +1,036+1.4% | 加碼 |
| Boston Private Wealth LLC | 76,548 | $316.1 萬 | 0.04% | −5,680−6.9% | 減碼 |
| Bradley Foster & Sargent Inc | 76,728 | $316.8 萬 | 0.08% | +400+0.5% | 加碼 |
| Huntington National Bank | 76,860 | $317.4 萬 | 0.03% | +10,464+15.8% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 77,000 | $317.9 萬 | 0.51% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 77,181 | $318.7 萬 | 0.08% | −168,609−68.6% | 減碼 |
| Easterly Investment Partners LLC | 77,355 | $319.4 萬 | 0.28% | −1,367−1.7% | 減碼 |
| YHB Investment Advisors, Inc. | 77,589 | $320.4 萬 | 0.34% | +5,213+7.2% | 加碼 |
| Bessemer Group Inc | 77,725 | $321.0 萬 | 0.01% | −3,682−4.5% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 78,211 | $322.9 萬 | 0.83% | +78,211 | 新進 |
| Leonteq Securities AG | 78,397 | $323.7 萬 | 0.17% | +78,397 | 新進 |
| Factorial Partners, LLC | 78,700 | $325.0 萬 | 2.49% | −6,400−7.5% | 減碼 |
| Sompo Asset Management Co., Ltd. | 79,120 | $326.7 萬 | 0.75% | −22,340−22.0% | 減碼 |
| Aspen Grove Capital, LLC | 79,167 | $326.9 萬 | 1.51% | +79,167 | 新進 |
| ARGA Investment Management, LP | 79,934 | $330.0 萬 | 0.14% | −54,030−40.3% | 減碼 |
| PCJ Investment Counsel Ltd. | 80,000 | $330.3 萬 | 1.44% | +80,000 | 新進 |
| Weik Capital Management | 80,118 | $330.8 萬 | 1.55% | −215−0.3% | 減碼 |
| Credit Agricole S A | 80,761 | $333.5 萬 | 0.12% | +34,988+76.4% | 加碼 |
| Goelzer Investment Management, Inc. | 80,944 | $334.2 萬 | 0.29% | −7,932−8.9% | 減碼 |
| Hoey Investments, Inc | 81,467 | $336.4 萬 | 1.47% | −15,183−15.7% | 減碼 |
| Vetamer Capital Management, L.P. | 81,735 | $337.5 萬 | 4.67% | +35,361+76.3% | 加碼 |
| Peapack Gladstone Financial Corp | 82,291 | $339.8 萬 | 0.07% | −3,426−4.0% | 減碼 |
| Prospera Financial Services Inc | 82,644 | $341.2 萬 | 0.17% | +3,450+4.4% | 加碼 |
| Connable Office Inc | 82,881 | $342.2 萬 | 0.49% | 00.0% | 不變 |
| Fiduciary Trust Co | 82,977 | $342.6 萬 | 0.07% | −1,216−1.4% | 減碼 |
| Garda Capital Partners LP | 83,354 | $344.2 萬 | 3.19% | +83,354 | 新進 |
| Bouvel Investment Partners, LLC | 83,377 | $344.3 萬 | 2.22% | −221−0.3% | 減碼 |
| Kerrisdale Advisers, LLC | 83,452 | $344.6 萬 | 1.02% | −78,920−48.6% | 減碼 |
| Bokf, NA | 84,295 | $348.1 萬 | 0.06% | −11,135−11.7% | 減碼 |
| Altrafin AG | 84,663 | $349.6 萬 | 2.05% | −3,022−3.4% | 減碼 |
| Woodward Diversified Capital, LLC | 85,287 | $352.1 萬 | 2.83% | 00.0% | 不變 |
| Sigma Planning Corp | 85,784 | $354.2 萬 | 0.13% | +3,147+3.8% | 加碼 |
| Regions Financial Corp | 86,275 | $356.2 萬 | 0.03% | +118+0.1% | 加碼 |
| Wesleyan Assurance Society | 86,500 | $357.2 萬 | 0.44% | 00.0% | 不變 |
| Montag A & Associates Inc | 86,758 | $358.2 萬 | 0.24% | −19,985−18.7% | 減碼 |
| Tiaa, FSB | 86,826 | $358.5 萬 | 0.01% | −9,966−10.3% | 減碼 |
| Richard Bernstein Advisors LLC | 87,160 | $359.9 萬 | 0.08% | −44,598−33.8% | 減碼 |
| MAI Capital Management | 87,730 | $362.2 萬 | 0.06% | −3,939−4.3% | 減碼 |
| Madison Asset Management, LLC | 87,979 | $363.3 萬 | 0.06% | −982−1.1% | 減碼 |
| Metis Global Partners, LLC | 88,007 | $363.4 萬 | 0.32% | +32,064+57.3% | 加碼 |
| Gifford Fong Associates | 88,052 | $363.6 萬 | 0.83% | 00.0% | 不變 |
| Wedbush Securities Inc | 88,372 | $364.9 萬 | 0.20% | −7,991−8.3% | 減碼 |
| Cornercap Investment Counsel Inc | 89,235 | $368.5 萬 | 0.64% | +1,668+1.9% | 加碼 |
| Harvest Portfolios Group Inc. | 89,246 | $368.5 萬 | 0.21% | +89,246 | 新進 |
| National Asset Management, Inc. | 89,986 | $369.6 萬 | 0.10% | +9,710+12.1% | 加碼 |
| Mill Capital Management, LLC | 89,585 | $369.9 萬 | 0.41% | −560−0.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 89,739 | $370.5 萬 | 0.37% | +89,739 | 新進 |