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 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 7,268 | $30.0 萬 | 0.37% | −250−3.3% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,259 | $30.0 萬 | 0.26% | +18+0.2% | 加碼 |
| Zullo Investment Group, Inc. | 7,287 | $30.1 萬 | 0.18% | +163+2.3% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 7,300 | $30.1 萬 | 0.27% | −3,600−33.0% | 減碼 |
| Meeder Asset Management Inc | 7,290 | $30.1 萬 | 0.03% | −47,688−86.7% | 減碼 |
| Richard W. Paul & Associates, LLC | 7,378 | $30.5 萬 | 0.15% | +7,378 | 新進 |
| UMA Financial Services, Inc. | 6,855 | $30.5 萬 | 0.08% | +61+0.9% | 加碼 |
| E Fund Management Co., Ltd. | 7,377 | $30.5 萬 | 0.03% | −304−4.0% | 減碼 |
| Arrow Financial Corp | 7,385 | $30.5 萬 | 0.04% | −175−2.3% | 減碼 |
| Bridge Creek Capital Management LLC | 7,400 | $30.6 萬 | 0.12% | −300−3.9% | 減碼 |
| Cowa, LLC | 7,400 | $30.6 萬 | 0.19% | +600+8.8% | 加碼 |
| New Jersey Better Educational Savings Trust | 7,401 | $30.6 萬 | 0.90% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 7,414 | $30.6 萬 | 0.06% | −37−0.5% | 減碼 |
| Guardian Wealth Management, Inc. | 7,434 | $30.7 萬 | 0.30% | −5,867−44.1% | 減碼 |
| E&G Advisors, LP | 7,448 | $30.8 萬 | 0.12% | 00.0% | 不變 |
| Intrust Bank NA | 7,453 | $30.8 萬 | 0.04% | −24−0.3% | 減碼 |
| STAR Financial Bank | 7,457 | $30.8 萬 | 0.31% | +7,457 | 新進 |
| Founders Financial Alliance, LLC | 7,492 | $30.9 萬 | 0.14% | −47−0.6% | 減碼 |
| Magnolia Capital Management Ltd | 7,500 | $31.0 萬 | 0.30% | 00.0% | 不變 |
| Bailard, Inc. | 7,508 | $31.0 萬 | 0.01% | −2,669−26.2% | 減碼 |
| Cyndeo Wealth Partners, LLC | 7,515 | $31.0 萬 | 0.04% | +7,515 | 新進 |
| OneAscent Financial Services LLC | 7,558 | $31.2 萬 | 0.13% | +7,558 | 新進 |
| Howland Capital Management LLC | 7,567 | $31.2 萬 | 0.02% | +162+2.2% | 加碼 |
| CVA Family Office, LLC | 7,627 | $31.5 萬 | 0.08% | −680−8.2% | 減碼 |
| Plancorp, LLC | 7,641 | $31.6 萬 | 0.02% | −814−9.6% | 減碼 |
| Sender Co & Partners, Inc. | 7,654 | $31.6 萬 | 0.48% | +7,654 | 新進 |
| Twin Focus Capital Partners, LLC | 7,656 | $31.6 萬 | 0.07% | −75−1.0% | 減碼 |
| Greenspring Advisors, LLC | 7,709 | $31.8 萬 | 0.08% | +656+9.3% | 加碼 |
| Latitude Advisors, LLC | 7,731 | $31.9 萬 | 0.24% | −1,084−12.3% | 減碼 |
| Seelaus Asset Management LLC | 7,761 | $32.0 萬 | 0.24% | +7,761 | 新進 |
| Core Wealth Partners LLC | 28,914 | $32.0 萬 | 0.40% | +28,914 | 新進 |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $32.1 萬 | 0.08% | 00.0% | 不變 |
| Parsons Capital Management Inc | 7,765 | $32.1 萬 | 0.03% | +21+0.3% | 加碼 |
| Boothbay Fund Management, LLC | 7,765 | $32.1 萬 | 0.01% | +7,765 | 新進 |
| BancorpSouth Bank | 7,770 | $32.1 萬 | 0.03% | −292−3.6% | 減碼 |
| Confluence Wealth Services, Inc. | 7,773 | $32.1 萬 | 0.08% | −1,006−11.5% | 減碼 |
| Marietta Investment Partners LLC | 7,800 | $32.2 萬 | 0.09% | −45−0.6% | 減碼 |
| Atwood & Palmer Inc | 7,800 | $32.2 萬 | 0.03% | 00.0% | 不變 |
| Claar Advisors LLC | 7,800 | $32.2 萬 | 0.14% | 00.0% | 不變 |
| Summit Financial, LLC | 7,801 | $32.2 萬 | 0.03% | −3,381−30.2% | 減碼 |
| Summit X, LLC | 8,223 | $32.2 萬 | 0.09% | −1,285−13.5% | 減碼 |
| Weil Company, Inc. | 7,809 | $32.2 萬 | 0.15% | 00.0% | 不變 |
| PrairieView Partners, LLC | 7,846 | $32.3 萬 | 0.05% | +10.0% | 加碼 |
| First Citizens Financial Corp | 7,813 | $32.3 萬 | 0.28% | +200+2.6% | 加碼 |
| Achmea Investment Management B.V. | 8,352 | $32.3 萬 | 0.01% | +1,185+16.5% | 加碼 |
| Mechanics Bank Trust Department | 7,825 | $32.3 萬 | 0.06% | 00.0% | 不變 |
| Cedar Brook Financial Partners, LLC | 7,864 | $32.5 萬 | 0.09% | +394+5.3% | 加碼 |
| Front Row Advisors LLC | 7,879 | $32.5 萬 | 0.17% | +71+0.9% | 加碼 |
| Ghe, LLC | 7,923 | $32.7 萬 | 0.31% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 7,965 | $32.9 萬 | 0.02% | +871+12.3% | 加碼 |
| Cambridge Advisors Inc. | 7,974 | $32.9 萬 | 0.09% | −78−1.0% | 減碼 |
| Quarry LP | 7,975 | $32.9 萬 | 0.36% | +7,975 | 新進 |
| Cornerstone Advisory, LLC | 7,980 | $33.0 萬 | 0.06% | −466−5.5% | 減碼 |
| Donaldson Capital Management, LLC | 7,980 | $33.0 萬 | 0.02% | +503+6.7% | 加碼 |
| Planning Center, Inc. | 7,981 | $33.0 萬 | 0.10% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 7,985 | $33.0 萬 | 0.11% | −277−3.4% | 減碼 |
| Boston Common Asset Management, LLC | 7,985 | $33.0 萬 | 0.02% | −5,275−39.8% | 減碼 |
| Sky Investment Group LLC | 8,004 | $33.0 萬 | 0.08% | +1,245+18.4% | 加碼 |
| Gateway Wealth Partners, LLC | 7,999 | $33.0 萬 | 0.06% | +7,999 | 新進 |
| New Hampshire Trust | 8,005 | $33.1 萬 | 0.09% | +8,005 | 新進 |
| Piscataqua Savings Bank | 8,021 | $33.1 萬 | 0.28% | −42−0.5% | 減碼 |
| Old West Investment Management, LLC | 8,037 | $33.2 萬 | 0.21% | 00.0% | 不變 |
| West Wealth Group, LLC | 8,046 | $33.2 萬 | 0.17% | +21+0.3% | 加碼 |
| Cutler Investment Counsel LLC | 8,047 | $33.2 萬 | 0.05% | 00.0% | 不變 |
| Monetary Management Group Inc | 8,047 | $33.3 萬 | 0.10% | 00.0% | 不變 |
| Cidel Asset Management Inc | 8,100 | $33.4 萬 | 0.02% | 00.0% | 不變 |
| New Millennium Group LLC | 8,166 | $33.7 萬 | 0.36% | +8+0.1% | 加碼 |
| Formidable Asset Management, LLC | 8,193 | $33.8 萬 | 0.08% | +167+2.1% | 加碼 |
| Astoria Portfolio Advisors LLC. | 7,697 | $33.8 萬 | 0.16% | −549−6.7% | 減碼 |
| First National Bank & Trust Co of Newtown | 8,196 | $33.8 萬 | 0.08% | +817+11.1% | 加碼 |
| Cohen Capital Management, Inc. | 8,274 | $34.2 萬 | 0.07% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 8,304 | $34.3 萬 | 0.07% | 00.0% | 不變 |
| Summit Asset Management, LLC | 8,320 | $34.4 萬 | 0.10% | −3,530−29.8% | 減碼 |
| Alpha Financial Advisors, LLC | 8,357 | $34.5 萬 | 0.30% | +8,357 | 新進 |
| Callan Capital, LLC | 8,384 | $34.6 萬 | 0.04% | +8,384 | 新進 |
| Nichols & Pratt Advisers LLP | 8,400 | $34.7 萬 | 0.03% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 8,404 | $34.7 萬 | 0.05% | −230−2.7% | 減碼 |
| Sawgrass Asset Management LLC | 8,440 | $34.8 萬 | 0.05% | −25−0.3% | 減碼 |
| Zacks Investment Management | 8,470 | $35.0 萬 | 0.00% | −544−6.0% | 減碼 |
| Bollard Group LLC | 8,470 | $35.0 萬 | 0.01% | 00.0% | 不變 |
| Heritage Investors Management Corp | 8,534 | $35.2 萬 | 0.02% | −556−6.1% | 減碼 |
| Schulhoff & Co Inc | 8,532 | $35.2 萬 | 0.16% | +20.0% | 加碼 |
| Van Strum & Towne Inc. | 8,564 | $35.4 萬 | 0.15% | +2,000+30.5% | 加碼 |
| S.A. Mason LLC | 8,636 | $35.7 萬 | 0.27% | −500−5.5% | 減碼 |
| Arete Wealth Advisors, LLC | 8,663 | $35.8 萬 | 0.03% | −2,710−23.8% | 減碼 |
| Integrated Investment Consultants, LLC | 8,672 | $35.8 萬 | 0.12% | +3,107+55.8% | 加碼 |
| Financial Engines Advisors L.L.C. | 8,672 | $35.8 萬 | 0.00% | +84+1.0% | 加碼 |
| L2 Asset Management, LLC | 8,702 | $35.9 萬 | 0.23% | +1,116+14.7% | 加碼 |
| Field & Main Bank | 8,729 | $36.0 萬 | 0.23% | +395+4.7% | 加碼 |
| Cim Investment Mangement Inc | 8,771 | $36.2 萬 | 0.14% | −247−2.7% | 減碼 |
| Lyell Wealth Management, LP | 8,785 | $36.3 萬 | 0.06% | −291−3.2% | 減碼 |
| First National Bank | 8,794 | $36.3 萬 | 0.30% | −133−1.5% | 減碼 |
| Manchester Capital Management LLC | 8,810 | $36.4 萬 | 0.05% | −523−5.6% | 減碼 |
| Bordeaux Wealth Advisors LLC | 8,816 | $36.4 萬 | 0.20% | +37+0.4% | 加碼 |
| Campion Asset Management LLC | 8,825 | $36.4 萬 | 0.36% | −610−6.5% | 減碼 |
| Pacifica Capital Investments, LLC | 8,835 | $36.5 萬 | 0.12% | −3,000−25.3% | 減碼 |
| Waddell & Associates, LLC | 8,854 | $36.6 萬 | 0.06% | +1,593+21.9% | 加碼 |
| River Wealth Advisors LLC | 8,857 | $36.6 萬 | 0.07% | −191−2.1% | 減碼 |
| Altfest L J & Co Inc | 8,870 | $36.6 萬 | 0.06% | −37−0.4% | 減碼 |
| Sweet Financial Partners, LLC | 8,885 | $36.7 萬 | 0.11% | +40+0.5% | 加碼 |