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 |
|---|---|---|---|---|---|
| Vicus Capital | 8,906 | $36.8 萬 | 0.04% | −642−6.7% | 減碼 |
| Delta Investment Management, LLC | 8,918 | $36.8 萬 | 0.12% | +1,544+20.9% | 加碼 |
| Petrus Trust Company, LTA | 8,918 | $36.8 萬 | 0.05% | +8,918 | 新進 |
| MKT Advisors LLC | 8,643 | $36.9 萬 | 0.28% | +188+2.2% | 加碼 |
| Mycio Wealth Partners, LLC | 8,949 | $37.0 萬 | 0.12% | 00.0% | 不變 |
| X-Square Capital, LLC | 8,956 | $37.0 萬 | 0.21% | −732−7.6% | 減碼 |
| Titleist Asset Management, Ltd. | 8,973 | $37.1 萬 | 0.09% | −2,669−22.9% | 減碼 |
| Monticello Wealth Management, LLC | 8,976 | $37.1 萬 | 0.04% | +20.0% | 加碼 |
| Royal Fund Management, LLC | 8,978 | $37.1 萬 | 0.06% | +42+0.5% | 加碼 |
| Tranquilli Financial Advisor LLC | 8,994 | $37.1 萬 | 0.28% | +1,791+24.9% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 9,002 | $37.2 萬 | 0.06% | −5,128−36.3% | 減碼 |
| Smith, Moore & Co. | 9,018 | $37.2 萬 | 0.05% | −236−2.6% | 減碼 |
| Colonial Trust Advisors | 9,042 | $37.3 萬 | 0.05% | +69+0.8% | 加碼 |
| Humankind Investments LLC | 9,067 | $37.4 萬 | 0.16% | −207−2.2% | 減碼 |
| Visionary Wealth Advisors | 9,079 | $37.5 萬 | 0.03% | +1,642+22.1% | 加碼 |
| Sippican Capital Advisors | 9,111 | $37.6 萬 | 0.36% | −25−0.3% | 減碼 |
| Hudock, Inc. | 9,174 | $37.9 萬 | 0.13% | −1,157−11.2% | 減碼 |
| Wayfinding Financial, LLC | 7,058 | $37.9 萬 | 0.30% | −64−0.9% | 減碼 |
| Alpha Family Trust | 9,185 | $37.9 萬 | 0.34% | +2,000+27.8% | 加碼 |
| Tributary Capital Management, LLC | 9,200 | $38.0 萬 | 0.04% | +1,575+20.7% | 加碼 |
| Institute for Wealth Management, LLC. | 9,217 | $38.1 萬 | 0.08% | +704+8.3% | 加碼 |
| Doliver Advisors, LP | 9,220 | $38.1 萬 | 0.13% | −50−0.5% | 減碼 |
| Bank of the West | 9,273 | $38.3 萬 | 0.05% | +68+0.7% | 加碼 |
| Texas Capital Bancshares Inc | 9,357 | $38.6 萬 | 0.27% | +20+0.2% | 加碼 |
| WealthShield Partners, LLC | 9,380 | $38.7 萬 | 0.07% | −76−0.8% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 9,381 | $38.7 萬 | 0.29% | 00.0% | 不變 |
| PVG Asset Management Corp | 9,386 | $38.8 萬 | 1.71% | +9,386 | 新進 |
| Cassaday & Co Wealth Management LLC | 9,394 | $38.8 萬 | 0.02% | +9,394 | 新進 |
| Occidental Asset Management, LLC | 9,411 | $38.9 萬 | 0.11% | +3,913+71.2% | 加碼 |
| LMG Wealth Partners, LLC | 8,832 | $39.0 萬 | 0.13% | +8,832 | 新進 |
| Gladstone Institutional Advisory LLC | 9,498 | $39.2 萬 | 0.03% | −1,293−12.0% | 減碼 |
| Regatta Capital Group, LLC | 9,528 | $39.3 萬 | 0.14% | +384+4.2% | 加碼 |
| Prentiss Smith & Co Inc | 9,544 | $39.4 萬 | 0.36% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 9,562 | $39.5 萬 | 0.08% | +843+9.7% | 加碼 |
| Fairview Capital Investment Management, LLC | 9,583 | $39.6 萬 | 0.03% | −216−2.2% | 減碼 |
| Advisors Management Group Inc | 9,591 | $39.6 萬 | 0.15% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 8,046 | $39.6 萬 | 0.04% | −8,142−50.3% | 減碼 |
| Hartford Financial Management Inc. | 9,595 | $39.6 萬 | 0.10% | 00.0% | 不變 |
| Royal Capital Wealth Management, LLC | 9,633 | $39.8 萬 | 0.42% | +13+0.1% | 加碼 |
| Wallace Advisory Group, LLC | 9,709 | $40.1 萬 | 0.32% | +9,709 | 新進 |
| Boston Trust Walden Corp | 9,711 | $40.1 萬 | 0.00% | −1,550−13.8% | 減碼 |
| Stevens Capital Management LP | 9,716 | $40.1 萬 | 0.25% | +9,716 | 新進 |
| ASB Consultores, LLC | 9,733 | $40.2 萬 | 0.17% | +1,050+12.1% | 加碼 |
| HighTower Trust Services, LTA | 9,779 | $40.2 萬 | 0.04% | −918−8.6% | 減碼 |
| TD Ameritrade Investment Management, LLC | 9,756 | $40.3 萬 | 0.00% | +8,310+574.7% | 加碼 |
| Bray Capital Advisors | 9,776 | $40.4 萬 | 0.13% | +6+0.1% | 加碼 |
| Clear Creek Financial Management, LLC | 9,803 | $40.5 萬 | 0.09% | −1,488−13.2% | 減碼 |
| Peak Planning Group, LLC | 9,854 | $40.7 萬 | 0.36% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 9,865 | $40.7 萬 | 0.10% | +9,865 | 新進 |
| LVW Advisors, LLC | 9,886 | $40.8 萬 | 0.09% | +1,928+24.2% | 加碼 |
| Alta Advisers Ltd | 9,900 | $40.9 萬 | 0.24% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 9,923 | $41.0 萬 | 0.02% | −573−5.5% | 減碼 |
| Pacific Global Investment Management CO | 9,932 | $41.0 萬 | 0.09% | +706+7.7% | 加碼 |
| RB Capital Management, LLC | 9,942 | $41.0 萬 | 0.15% | −186−1.8% | 減碼 |
| Contravisory Investment Management, Inc. | 9,955 | $41.1 萬 | 0.11% | +1,184+13.5% | 加碼 |
| Zuckerman Investment Group, LLC | 9,968 | $41.2 萬 | 0.07% | 00.0% | 不變 |
| Monument Capital Management | 9,975 | $41.2 萬 | 0.14% | −2,853−22.2% | 減碼 |
| Evolution Capital Management LLC | 10,000 | $41.3 萬 | 1.43% | +10,000 | 新進 |
| First PREMIER Bank | 9,995 | $41.3 萬 | 0.13% | +1,200+13.6% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 10,000 | $41.3 萬 | 0.01% | +10,000 | 新進 |
| Headlands Technologies LLC | 9,999 | $41.3 萬 | 0.33% | +9,999 | 新進 |
| Warren Averett Asset Management, LLC | 10,068 | $41.6 萬 | 0.02% | −503−4.8% | 減碼 |
| Aspen Investment Management Inc | 10,080 | $41.6 萬 | 0.27% | −11−0.1% | 減碼 |
| Intrua Financial, LLC | 9,740 | $41.8 萬 | 0.10% | −2,107−17.8% | 減碼 |
| Colony Family Offices, LLC | 10,150 | $41.9 萬 | 0.17% | −14−0.1% | 減碼 |
| Astoria Strategic Wealth, Inc. | 10,157 | $41.9 萬 | 0.18% | +10,157 | 新進 |
| Punch & Associates Investment Management, Inc. | 10,160 | $42.0 萬 | 0.03% | 00.0% | 不變 |
| Lauterbach Financial Advisors, LLC | 10,168 | $42.0 萬 | 0.37% | +49+0.5% | 加碼 |
| Journey Strategic Wealth LLC | 10,177 | $42.0 萬 | 0.05% | −5,091−33.3% | 減碼 |
| AM Squared Ltd | 10,200 | $42.1 萬 | 0.28% | +10,200 | 新進 |
| HCR Wealth Advisors | 10,217 | $42.2 萬 | 0.09% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 10,220 | $42.2 萬 | 0.05% | +10,220 | 新進 |
| Capital International Sarl | 10,236 | $42.3 萬 | 0.03% | +10,236 | 新進 |
| Stephenson National Bank & Trust | 10,248 | $42.3 萬 | 0.27% | 00.0% | 不變 |
| Athena Investment Management | 10,267 | $42.4 萬 | 0.31% | −120−1.2% | 減碼 |
| Ssi Investment Management LLC | 10,304 | $42.5 萬 | 0.03% | −8−0.1% | 減碼 |
| West Branch Capital LLC | 10,305 | $42.6 萬 | 0.26% | +30.0% | 加碼 |
| Fort Point Capital Partners LLC | 10,331 | $42.7 萬 | 0.08% | −7,220−41.1% | 減碼 |
| Money Concepts Capital Corp | 10,339 | $42.7 萬 | 0.02% | +9,733+1,606.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,359 | $42.8 萬 | 0.03% | +4,439+75.0% | 加碼 |
| Crawford Investment Counsel Inc | 10,397 | $42.9 萬 | 0.01% | +2,203+26.9% | 加碼 |
| Tarbox Family Office, Inc. | 10,404 | $43.0 萬 | 0.09% | −10.0% | 減碼 |
| Delta Financial Group, Inc. | 10,522 | $43.2 萬 | 0.19% | +10,522 | 新進 |
| Prelude Capital Management, LLC | 10,479 | $43.3 萬 | 0.03% | −58,675−84.8% | 減碼 |
| Pangea Capital Gestao de Recursos Ltda. | 10,500 | $43.4 萬 | 0.39% | +10,500 | 新進 |
| Capital Square, LLC | 10,506 | $43.4 萬 | 0.39% | −40,000−79.2% | 減碼 |
| Providence Capital Advisors, LLC | 10,519 | $43.4 萬 | 0.12% | −154−1.4% | 減碼 |
| Flagstone Financial Management | 10,553 | $43.6 萬 | 0.27% | +10,553 | 新進 |
| First Dallas Securities Inc. | 10,550 | $43.6 萬 | 0.26% | −500−4.5% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,563 | $43.6 萬 | 0.12% | +200+1.9% | 加碼 |
| Davis R M Inc | 10,584 | $43.7 萬 | 0.01% | −2,136−16.8% | 減碼 |
| All Terrain Financial Advisors, LLC | 10,592 | $43.7 萬 | 0.22% | −606−5.4% | 減碼 |
| Harbor Investment Advisory, LLC | 10,593 | $43.7 萬 | 0.07% | +176+1.7% | 加碼 |
| Hikari Tsushin, Inc. | 10,631 | $43.9 萬 | 0.05% | 00.0% | 不變 |
| Security National Bank of So Dak | 10,623 | $43.9 萬 | 0.32% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 10,639 | $43.9 萬 | 0.01% | +190+1.8% | 加碼 |
| Platform Technology Partners | 10,664 | $44.0 萬 | 0.23% | −300−2.7% | 減碼 |
| Keystone Financial Group | 10,671 | $44.1 萬 | 0.09% | −132−1.2% | 減碼 |
| CX Institutional | 10,691 | $44.1 萬 | 0.03% | +1,007+10.4% | 加碼 |
| McCarthy Asset Management, Inc. | 10,696 | $44.2 萬 | 0.31% | −212−1.9% | 減碼 |