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 |
|---|---|---|---|---|---|
| FirstPurpose Wealth LLC | 5,945 | $24.5 萬 | 0.14% | +159+2.7% | 加碼 |
| Lawson Kroeker Investment Management Inc | 5,975 | $24.7 萬 | 0.08% | −325−5.2% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 5,996 | $24.8 萬 | 0.08% | +5,996 | 新進 |
| Park National Corp | 6,002 | $24.8 萬 | 0.01% | −1,145−16.0% | 減碼 |
| Bryn Mawr Trust Co | 6,000 | $24.8 萬 | 0.01% | −100−1.6% | 減碼 |
| Fenimore Asset Management Inc | 6,000 | $24.8 萬 | 0.01% | +6,000 | 新進 |
| Wallace Capital Management Inc. | 6,010 | $24.8 萬 | 0.04% | 00.0% | 不變 |
| Bernardo Wealth Planning LLC | 6,027 | $24.9 萬 | 0.12% | 00.0% | 不變 |
| Aaron Wealth Advisors | 6,037 | $24.9 萬 | 0.04% | +6,037 | 新進 |
| SeaBridge Investment Advisors LLC | 6,045 | $25.0 萬 | 0.09% | 00.0% | 不變 |
| Nations Financial Group Inc, | 6,056 | $25.0 萬 | 0.03% | +880+17.0% | 加碼 |
| Western Pacific Wealth Management, LP | 6,060 | $25.0 萬 | 0.21% | +1,650+37.4% | 加碼 |
| Mirabella Financial Services LLP | 6,070 | $25.1 萬 | 0.02% | −17,302−74.0% | 減碼 |
| Ullmann Financial Group, Inc. | 6,081 | $25.1 萬 | 0.06% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 6,099 | $25.2 萬 | 0.13% | +669+12.3% | 加碼 |
| Independence Bank of Kentucky | 6,115 | $25.2 萬 | 0.11% | 00.0% | 不變 |
| Riverbridge Partners LLC | 6,100 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 6,104 | $25.2 萬 | 0.06% | +6,104 | 新進 |
| Agate Pass Investment Management, LLC | 6,125 | $25.3 萬 | 0.18% | −1,425−18.9% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 6,132 | $25.3 萬 | 0.06% | −210−3.3% | 減碼 |
| Investment Advisory Group, LLC | 6,171 | $25.5 萬 | 0.16% | −72−1.2% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 6,172 | $25.5 萬 | 0.02% | −3,701−37.5% | 減碼 |
| Ropes Wealth Advisors LLC | 6,173 | $25.5 萬 | 0.05% | +698+12.7% | 加碼 |
| Trustmark National Bank Trust Department | 6,199 | $25.6 萬 | 0.02% | −180−2.8% | 減碼 |
| CKW Financial Group | 6,200 | $25.6 萬 | 0.04% | −300−4.6% | 減碼 |
| Cherry Creek Investment Advisors, Inc. | 6,202 | $25.6 萬 | 0.20% | +27+0.4% | 加碼 |
| FSB Premier Wealth Management, Inc. | 6,205 | $25.6 萬 | 0.14% | +1,209+24.2% | 加碼 |
| Calton & Associates, Inc. | 6,216 | $25.7 萬 | 0.10% | +1,170+23.2% | 加碼 |
| Adviser Investments LLC | 6,038 | $25.8 萬 | 0.01% | −1,164−16.2% | 減碼 |
| Duncker Streett & Co Inc | 6,256 | $25.8 萬 | 0.06% | −620−9.0% | 減碼 |
| Brave Asset Management Inc | 6,301 | $26.0 萬 | 0.09% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 6,303 | $26.0 萬 | 0.10% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 6,303 | $26.0 萬 | 0.02% | +6,303 | 新進 |
| Heritage Investment Group, Inc. | 6,332 | $26.1 萬 | 0.08% | −369−5.5% | 減碼 |
| Main Street Financial Solutions, LLC | 6,315 | $26.1 萬 | 0.04% | +563+9.8% | 加碼 |
| Concord Wealth Partners | 6,352 | $26.2 萬 | 0.08% | −187−2.9% | 減碼 |
| Keel Point, LLC | 6,362 | $26.3 萬 | 0.04% | +402+6.7% | 加碼 |
| CMG Global Holdings, LLC | 6,365 | $26.3 萬 | 0.25% | +20.0% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 6,395 | $26.4 萬 | 0.13% | +232+3.8% | 加碼 |
| Intelligence Driven Advisers, LLC | 6,205 | $26.6 萬 | 0.05% | +432+7.5% | 加碼 |
| Krilogy Financial LLC | 6,463 | $26.7 萬 | 0.03% | −2,943−31.3% | 減碼 |
| Grove Bank & Trust | 6,470 | $26.7 萬 | 0.06% | −1,900−22.7% | 減碼 |
| Nexus Investment Management ULC | 6,500 | $26.8 萬 | 0.03% | −2,500−27.8% | 減碼 |
| Spirit of America Management Corp | 6,500 | $26.8 萬 | 0.06% | 00.0% | 不變 |
| Lincoln Capital LLC | 6,503 | $26.9 萬 | 0.08% | −2,931−31.1% | 減碼 |
| Americana Partners, LLC | 6,510 | $26.9 萬 | 0.05% | +19+0.3% | 加碼 |
| LBMC Investment Advisors, LLC | 6,556 | $27.1 萬 | 0.03% | −5−0.1% | 減碼 |
| Means Investment Co., Inc. | 6,562 | $27.1 萬 | 0.05% | −561−7.9% | 減碼 |
| Credential Qtrade Securities Inc. | 6,584 | $27.2 萬 | 0.02% | +854+14.9% | 加碼 |
| City State Bank | 6,579 | $27.2 萬 | 0.17% | −5,544−45.7% | 減碼 |
| Westhampton Capital, LLC | 6,590 | $27.2 萬 | 0.18% | 00.0% | 不變 |
| Glassman Wealth Services | 6,590 | $27.2 萬 | 0.05% | +400+6.5% | 加碼 |
| Van Cleef Asset Management,Inc | 6,598 | $27.2 萬 | 0.04% | −247−3.6% | 減碼 |
| Security Asset Management | 6,600 | $27.3 萬 | 0.15% | 00.0% | 不變 |
| Smithfield Trust Co | 6,601 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| Wedge Capital Management L L P | 6,603 | $27.3 萬 | 0.00% | +6,603 | 新進 |
| Unionview, LLC | 6,635 | $27.4 萬 | 0.27% | 00.0% | 不變 |
| Auxano Advisors, LLC | 6,650 | $27.5 萬 | 0.12% | +4+0.1% | 加碼 |
| David R. Rahn & Associates Inc. | 6,660 | $27.5 萬 | 0.14% | 00.0% | 不變 |
| Bouchey Financial Group Ltd | 6,687 | $27.6 萬 | 0.04% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 6,698 | $27.7 萬 | 0.06% | 00.0% | 不變 |
| Papp L Roy & Associates | 6,700 | $27.7 萬 | 0.04% | −88−1.3% | 減碼 |
| Icon Wealth Advisors, LLC | 6,712 | $27.7 萬 | 0.03% | +450+7.2% | 加碼 |
| Wagner Wealth Management, LLC | 6,715 | $27.7 萬 | 0.17% | +489+7.9% | 加碼 |
| Sand Hill Global Advisors, LLC | 6,718 | $27.7 萬 | 0.02% | −214−3.1% | 減碼 |
| Vista Private Wealth Partners. LLC | 6,728 | $27.8 萬 | 0.13% | 00.0% | 不變 |
| Traphagen Investment Advisors LLC | 9,221 | $27.8 萬 | 0.04% | +386+4.4% | 加碼 |
| M&R Capital Management Inc | 6,777 | $28.0 萬 | 0.08% | −955−12.4% | 減碼 |
| Fruth Investment Management | 6,818 | $28.1 萬 | 0.08% | 00.0% | 不變 |
| Founders Capital Management | 6,813 | $28.1 萬 | 0.21% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 6,869 | $28.4 萬 | 0.01% | +6,869 | 新進 |
| Successful Portfolios LLC | 6,873 | $28.4 萬 | 0.19% | −164−2.3% | 減碼 |
| Capital Advisors Inc | 6,879 | $28.4 萬 | 0.01% | +6,879 | 新進 |
| Silvia McColl Wealth Management, LLC | 6,888 | $28.4 萬 | 0.28% | +6,888 | 新進 |
| John W. Brooker & Co., CPAs | 6,904 | $28.5 萬 | 0.19% | 00.0% | 不變 |
| Legacy Bridge, LLC | 6,904 | $28.5 萬 | 0.20% | +487+7.6% | 加碼 |
| Seven Eight Capital, LP | 6,911 | $28.5 萬 | 0.07% | −38,516−84.8% | 減碼 |
| Sanford Advisory Services, LLC | 6,930 | $28.6 萬 | 0.07% | 00.0% | 不變 |
| Sandy Spring Bank | 6,947 | $28.7 萬 | 0.02% | −128−1.8% | 減碼 |
| Evolution Advisers, Inc. | 6,972 | $28.7 萬 | 0.22% | −655−8.6% | 減碼 |
| Avion Wealth | 7,148 | $28.7 萬 | 0.09% | 00.0% | 不變 |
| Alpha Paradigm Partners, LLC | 6,987 | $28.8 萬 | 0.12% | +6,987 | 新進 |
| Woodstock Corp | 6,984 | $28.8 萬 | 0.04% | 00.0% | 不變 |
| BNC Wealth Management, LLC | 6,987 | $28.8 萬 | 0.17% | +20.0% | 加碼 |
| SNS Financial Group, LLC | 6,987 | $28.8 萬 | 0.04% | +172+2.5% | 加碼 |
| Kearns & Associates LLC | 7,000 | $28.9 萬 | 0.30% | +7,000 | 新進 |
| Enterprise Financial Services Corp | 7,011 | $28.9 萬 | 0.20% | −78−1.1% | 減碼 |
| Well Done, LLC | 7,037 | $29.1 萬 | 0.06% | −96−1.3% | 減碼 |
| Nwam LLC | 7,085 | $29.3 萬 | 0.03% | +190+2.8% | 加碼 |
| ERTS Wealth Advisors, LLC | 7,098 | $29.3 萬 | 0.08% | −675−8.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 7,131 | $29.4 萬 | 0.04% | −722−9.2% | 減碼 |
| FLC Capital Advisors | 7,146 | $29.5 萬 | 0.09% | −641−8.2% | 減碼 |
| Lynch & Associates | 7,164 | $29.6 萬 | 0.08% | 00.0% | 不變 |
| Wealth Effects LLC | 7,173 | $29.6 萬 | 0.17% | −811−10.2% | 減碼 |
| MONECO Advisors, LLC | 7,176 | $29.6 萬 | 0.11% | +30.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 7,180 | $29.6 萬 | 0.06% | −713−9.0% | 減碼 |
| Mission Creek Capital Partners, Inc. | 7,219 | $29.8 萬 | 0.11% | +10+0.1% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,231 | $29.9 萬 | 0.16% | +309+4.5% | 加碼 |
| Buttonwood Financial Advisors Inc. | 7,237 | $29.9 萬 | 0.25% | +66+0.9% | 加碼 |
| Wealth Architects, LLC | 7,265 | $30.0 萬 | 0.06% | +128+1.8% | 加碼 |