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 | 2,828 | $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 |
|---|---|---|---|---|---|
| Gratus Capital LLC | 4,984 | $20.6 萬 | 0.02% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 4,980 | $20.6 萬 | 0.03% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 4,998 | $20.6 萬 | 0.03% | +4,998 | 新進 |
| Puzo Michael J | 5,000 | $20.6 萬 | 0.07% | 00.0% | 不變 |
| Shay Capital LLC | 5,000 | $20.6 萬 | 0.13% | +5,000 | 新進 |
| Key Client Fiduciary Advisors, LLC | 5,016 | $20.7 萬 | 0.14% | +5,016 | 新進 |
| Guardian Wealth Advisors, LLC | 5,057 | $20.9 萬 | 0.04% | +5,057 | 新進 |
| AlphaCore Capital LLC | 5,060 | $20.9 萬 | 0.08% | −4−0.1% | 減碼 |
| Amarillo National Bank | 5,066 | $20.9 萬 | 0.05% | −840−14.2% | 減碼 |
| Curated Wealth Partners LLC | 5,066 | $20.9 萬 | 0.05% | +5,066 | 新進 |
| Family Management Corp | 5,073 | $20.9 萬 | 0.05% | +5,073 | 新進 |
| Defender Capital, LLC. | 5,074 | $21.0 萬 | 0.08% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 5,084 | $21.0 萬 | 0.05% | +5,084 | 新進 |
| Hamilton Capital, LLC | 5,087 | $21.0 萬 | 0.01% | +5,087 | 新進 |
| Augustine Asset Management Inc | 5,088 | $21.0 萬 | 0.12% | +5,088 | 新進 |
| First Western Trust Bank | 5,091 | $21.0 萬 | 0.01% | +5,091 | 新進 |
| O'Rourke & Company, Inc | 5,100 | $21.1 萬 | 0.17% | +5,100 | 新進 |
| Burt Wealth Advisors | 5,117 | $21.1 萬 | 0.07% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 5,121 | $21.1 萬 | 0.07% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 5,124 | $21.2 萬 | 0.02% | +5,124 | 新進 |
| IFG Advisory, LLC | 5,141 | $21.2 萬 | 0.02% | −3,402−39.8% | 減碼 |
| Aspireon Wealth Advisors | 5,124 | $21.2 萬 | 0.11% | +20.0% | 加碼 |
| SPC Financial, Inc. | 5,150 | $21.3 萬 | 0.03% | +5,150 | 新進 |
| Juncture Wealth Strategies, LLC | 5,160 | $21.3 萬 | 0.10% | +5,160 | 新進 |
| Buckley Wealth Management, LLC | 5,169 | $21.3 萬 | 0.08% | −79−1.5% | 減碼 |
| Hills Bank & Trust Co | 5,196 | $21.4 萬 | 0.03% | −3−0.1% | 減碼 |
| OneAscent Wealth Management LLC | 5,186 | $21.4 萬 | 0.10% | 00.0% | 不變 |
| Middleton & Co Inc | 5,210 | $21.5 萬 | 0.03% | +205+4.1% | 加碼 |
| Pegasus Asset Management, Inc. | 5,255 | $21.7 萬 | 0.12% | +40+0.8% | 加碼 |
| Deltec Asset Management LLC | 5,260 | $21.7 萬 | 0.06% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 5,269 | $21.8 萬 | 0.06% | +133+2.6% | 加碼 |
| Indiana Trust & Investment Management CO | 5,290 | $21.8 萬 | 0.12% | −1,133−17.6% | 減碼 |
| Silverlake Wealth Management LLC | 5,292 | $21.8 萬 | 0.14% | −376−6.6% | 減碼 |
| Klingenstein Fields & Co LP | 5,295 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Narus Financial Partners, LLC | 5,295 | $21.9 萬 | 0.13% | −100−1.9% | 減碼 |
| Constitution Capital LLC | 5,300 | $21.9 萬 | 0.14% | 00.0% | 不變 |
| Millennium Capital Advisors, LLC | 5,300 | $21.9 萬 | 0.22% | +50+1.0% | 加碼 |
| Camden National Bank | 5,298 | $21.9 萬 | 0.05% | −1,000−15.9% | 減碼 |
| Wade G W & Inc | 5,319 | $22.0 萬 | 0.01% | +259+5.1% | 加碼 |
| Kapstone Financial Advisors LLC | 4,662 | $22.0 萬 | 0.20% | +4,662 | 新進 |
| Quent Capital, LLC | 5,337 | $22.0 萬 | 0.04% | +619+13.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,340 | $22.0 萬 | 0.01% | −3,177−37.3% | 減碼 |
| Denver Wealth Management, Inc. | 5,363 | $22.1 萬 | 0.17% | +27+0.5% | 加碼 |
| CFO4Life Group, LLC | 5,354 | $22.1 萬 | 0.05% | +107+2.0% | 加碼 |
| CFO4Life, L.P. | 5,354 | $22.1 萬 | 0.05% | +5,354 | 新進 |
| Weaver Consulting Group | 5,364 | $22.1 萬 | 0.11% | 00.0% | 不變 |
| PDS Planning, Inc | 5,377 | $22.2 萬 | 0.04% | +5,377 | 新進 |
| Pegasus Partners Ltd. | 5,389 | $22.3 萬 | 0.04% | −1,964−26.7% | 減碼 |
| Matrix Private Capital Group LLC | 5,395 | $22.3 萬 | 0.15% | −91−1.7% | 減碼 |
| Summit Global Investments | 5,410 | $22.3 萬 | 0.02% | −72−1.3% | 減碼 |
| Buckingham Strategic Partners | 5,417 | $22.4 萬 | 0.02% | −14,840−73.3% | 減碼 |
| Ipswich Investment Management Co., Inc. | 5,431 | $22.4 萬 | 0.06% | 00.0% | 不變 |
| Asset Dedication, LLC | 5,482 | $22.5 萬 | 0.02% | +40+0.7% | 加碼 |
| Bridgewealth Advisory Group, LLC | 5,454 | $22.5 萬 | 0.44% | +5,454 | 新進 |
| StoneX Group Inc. | 5,458 | $22.5 萬 | 0.03% | +5,458 | 新進 |
| Moloney Securities Asset Management, LLC | 5,463 | $22.6 萬 | 0.05% | +119+2.2% | 加碼 |
| HHM Wealth Advisors, LLC | 5,471 | $22.6 萬 | 0.05% | 00.0% | 不變 |
| Verum Partners LLC | 5,480 | $22.6 萬 | 0.28% | +5,480 | 新進 |
| MSH Capital Advisors LLC | 5,482 | $22.6 萬 | 0.10% | +62+1.1% | 加碼 |
| Tucker Asset Management LLC | 5,488 | $22.7 萬 | 0.07% | +1,010+22.6% | 加碼 |
| Atlantic Trust, LLC | 5,481 | $22.7 萬 | 0.08% | +5,370+4,837.8% | 加碼 |
| Financial Advocates Investment Management | 5,498 | $22.7 萬 | 0.02% | −478−8.0% | 減碼 |
| Willis Johnson & Associates, Inc. | 5,503 | $22.7 萬 | 0.03% | +436+8.6% | 加碼 |
| Capital Planning Advisors, LLC | 5,533 | $22.8 萬 | 0.05% | +5,533 | 新進 |
| Powers Advisory Group, LLC | 5,535 | $22.9 萬 | 0.17% | +24+0.4% | 加碼 |
| BlackDiamond Wealth Management Inc. | 5,410 | $22.9 萬 | 0.26% | −122−2.2% | 減碼 |
| Patton Albertson Miller Group, LLC | 5,553 | $22.9 萬 | 0.04% | −1,175−17.5% | 減碼 |
| Advisory Alpha, LLC | 5,570 | $23.0 萬 | 0.02% | +92+1.7% | 加碼 |
| Detalus Advisors, LLC | 5,600 | $23.1 萬 | 0.11% | 00.0% | 不變 |
| Atlas Brown,Inc. | 5,603 | $23.1 萬 | 0.11% | +165+3.0% | 加碼 |
| Court Place Advisors, LLC | 5,620 | $23.2 萬 | 0.08% | −1,531−21.4% | 減碼 |
| Cape Cod Five Cents Savings Bank | 5,625 | $23.2 萬 | 0.03% | +245+4.6% | 加碼 |
| Boston Financial Mangement LLC | 5,643 | $23.3 萬 | 0.01% | 00.0% | 不變 |
| Family Firm, Inc. | 5,644 | $23.3 萬 | 0.07% | +6+0.1% | 加碼 |
| Washington Trust Advisors, Inc. | 5,656 | $23.4 萬 | 0.03% | −4,829−46.1% | 減碼 |
| Magnus Financial Group LLC | 5,656 | $23.4 萬 | 0.04% | +17+0.3% | 加碼 |
| Allegheny Financial Group LTD | 5,661 | $23.4 萬 | 0.10% | +411+7.8% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $23.4 萬 | 0.14% | 00.0% | 不變 |
| First National Bank of Hutchinson | 5,668 | $23.4 萬 | 0.20% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 5,677 | $23.4 萬 | 0.03% | 00.0% | 不變 |
| Ballast, Inc. | 5,690 | $23.5 萬 | 0.10% | −1,865−24.7% | 減碼 |
| Patten & Patten Inc | 5,689 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| Weinberger Asset Management, Inc | 5,711 | $23.6 萬 | 0.14% | −1,179−17.1% | 減碼 |
| TCI Wealth Advisors, Inc. | 5,728 | $23.7 萬 | 0.03% | +794+16.1% | 加碼 |
| Syverson Strege & Co | 5,732 | $23.7 萬 | 0.11% | +20.0% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 5,737 | $23.7 萬 | 0.07% | +5,737 | 新進 |
| Guyasuta Investment Advisors Inc | 5,752 | $23.8 萬 | 0.02% | −1,235−17.7% | 減碼 |
| Atom Investors LP | 5,754 | $23.8 萬 | 0.12% | −1,954−25.4% | 減碼 |
| Baron Wealth Management LLC | 5,775 | $23.8 萬 | 0.18% | +5,775 | 新進 |
| CWA Asset Management Group, LLC | 5,782 | $23.9 萬 | 0.02% | +782+15.6% | 加碼 |
| First County Bank | 5,789 | $23.9 萬 | 0.11% | +5,789 | 新進 |
| LFA - Lugano Financial Advisors SA | 5,852 | $24.2 萬 | 0.18% | −5,852−50.0% | 減碼 |
| Novare Capital Management LLC | 5,859 | $24.2 萬 | 0.03% | −3,200−35.3% | 減碼 |
| Acorn Wealth Advisors, LLC | 5,854 | $24.2 萬 | 0.19% | −263−4.3% | 減碼 |
| Berger Financial Group, Inc | 5,872 | $24.2 萬 | 0.03% | −544−8.5% | 減碼 |
| Kesler, Norman & Wride, LLC | 5,892 | $24.3 萬 | 0.06% | −195−3.2% | 減碼 |
| Salomon & Ludwin, LLC | 5,894 | $24.3 萬 | 0.03% | +813+16.0% | 加碼 |
| Catalyst Financial Partners LLC | 5,896 | $24.3 萬 | 0.13% | +5,896 | 新進 |
| Beta Wealth Group, Inc. | 5,900 | $24.4 萬 | 0.16% | +5,900 | 新進 |
| Encompass Wealth Advisors, LLC | 5,915 | $24.4 萬 | 0.09% | +8+0.1% | 加碼 |