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 |
|---|---|---|---|---|---|
| Sunflower Bank, N.A. | 10,725 | $44.3 萬 | 0.10% | −614−5.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 10,808 | $44.6 萬 | 0.37% | −565−5.0% | 減碼 |
| Global Trust Asset Management, LLC | 10,819 | $44.7 萬 | 0.23% | −527−4.6% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,827 | $44.7 萬 | 0.12% | +1,350+14.2% | 加碼 |
| LGT Financial Advisors LLC | 10,827 | $44.7 萬 | 0.53% | +10,827 | 新進 |
| Vontobel Asset Management Inc | 10,895 | $45.0 萬 | 0.00% | −126−1.1% | 減碼 |
| YorkBridge Wealth Partners, LLC | 10,905 | $45.0 萬 | 0.11% | −6,907−38.8% | 減碼 |
| Aull & Monroe Investment Management Corp | 10,905 | $45.0 萬 | 0.22% | −570−5.0% | 減碼 |
| Pointe Capital Management LLC | 10,917 | $45.1 萬 | 0.35% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 10,943 | $45.2 萬 | 0.26% | −991−8.3% | 減碼 |
| AXS Investments LLC | 10,956 | $45.2 萬 | 0.16% | −2,670−19.6% | 減碼 |
| Kathleen S. Wright Associates Inc. | 10,975 | $45.3 萬 | 0.31% | −3,842−25.9% | 減碼 |
| Breakwater Capital Group | 11,007 | $45.4 萬 | 0.24% | +11,007 | 新進 |
| Eqis Capital Management, Inc. | 11,045 | $45.6 萬 | 0.05% | −634−5.4% | 減碼 |
| Personal Cfo Solutions, LLC | 11,082 | $45.8 萬 | 0.10% | +1,189+12.0% | 加碼 |
| Iron Horse Wealth Management, LLC | 11,225 | $46.3 萬 | 0.25% | +7,907+238.3% | 加碼 |
| Bank of Hawaii | 11,261 | $46.5 萬 | 0.03% | +69+0.6% | 加碼 |
| Highline Wealth Partners LLC | 11,294 | $46.6 萬 | 0.34% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 11,295 | $46.6 萬 | 0.05% | +129+1.2% | 加碼 |
| Cahill Financial Advisors Inc | 11,333 | $46.8 萬 | 0.09% | +59+0.5% | 加碼 |
| Aj Wealth Strategies, LLC | 11,343 | $46.8 萬 | 0.02% | +10+0.1% | 加碼 |
| Basepoint Wealth LLC | 11,341 | $46.8 萬 | 0.41% | +7+0.1% | 加碼 |
| Radnor Capital Management, LLC | 11,023 | $47.0 萬 | 0.11% | 00.0% | 不變 |
| Trust Co of Vermont | 11,401 | $47.1 萬 | 0.03% | +2,590+29.4% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 11,417 | $47.1 萬 | 0.04% | −12−0.1% | 減碼 |
| Graypoint LLC | 11,448 | $47.3 萬 | 0.06% | +2,144+23.0% | 加碼 |
| Beaton Management Co. Inc. | 11,448 | $47.3 萬 | 0.32% | −160−1.4% | 減碼 |
| Private Portfolio Partners LLC | 11,499 | $47.5 萬 | 0.13% | +8+0.1% | 加碼 |
| Icapital Wealth LLC | 11,500 | $47.5 萬 | 0.37% | 00.0% | 不變 |
| Premier Asset Management LLC | 11,518 | $47.6 萬 | 0.60% | +635+5.8% | 加碼 |
| Burke & Herbert Bank & Trust Co | 11,539 | $47.6 萬 | 0.35% | −200−1.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 11,559 | $47.7 萬 | 0.04% | −938−7.5% | 減碼 |
| Douglas Lane & Associates, LLC | 11,625 | $48.0 萬 | 0.01% | +300+2.6% | 加碼 |
| Spinnaker Trust | 11,638 | $48.1 萬 | 0.04% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 11,664 | $48.2 萬 | 0.06% | −1,500−11.4% | 減碼 |
| Iowa State Bank | 11,672 | $48.2 萬 | 0.12% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 11,685 | $48.2 萬 | 0.16% | −350−2.9% | 減碼 |
| First Nebraska Trust Co | 11,698 | $48.3 萬 | 0.06% | 00.0% | 不變 |
| Leisure Capital Management | 11,738 | $48.5 萬 | 0.25% | 00.0% | 不變 |
| Farmers Trust Co | 11,754 | $48.5 萬 | 0.11% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 11,754 | $48.5 萬 | 0.06% | +1,992+20.4% | 加碼 |
| Perennial Investment Advisors, LLC | 11,816 | $48.8 萬 | 0.20% | +29+0.2% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,809 | $48.8 萬 | 0.17% | +20.0% | 加碼 |
| MCF Advisors LLC | 11,848 | $48.9 萬 | 0.05% | +1,065+9.9% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 11,900 | $49.2 萬 | 0.77% | +5,925+99.2% | 加碼 |
| Jacobs & Co | 11,942 | $49.3 萬 | 0.06% | +65+0.5% | 加碼 |
| Kovack Advisors, Inc. | 11,950 | $49.3 萬 | 0.07% | −2,330−16.3% | 減碼 |
| Montecito Bank & Trust | 11,963 | $49.4 萬 | 0.12% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 11,991 | $49.5 萬 | 0.05% | −608−4.8% | 減碼 |
| David Loasby | 11,597 | $49.6 萬 | 0.07% | +838+7.8% | 加碼 |
| Northeast Investment Management | 12,014 | $49.6 萬 | 0.03% | −4,031−25.1% | 減碼 |
| Anchor Investment Management, LLC | 12,049 | $49.8 萬 | 0.07% | +486+4.2% | 加碼 |
| South State Corp. | 12,054 | $49.8 萬 | 0.05% | −26−0.2% | 減碼 |
| London & Capital Asset Management Ltd | 12,131 | $50.1 萬 | 0.05% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 12,180 | $50.3 萬 | 0.11% | +1,015+9.1% | 加碼 |
| Childress Capital Advisors, LLC | 12,215 | $50.4 萬 | 0.17% | +595+5.1% | 加碼 |
| Insigneo Advisory Services, LLC | 12,247 | $50.6 萬 | 0.19% | +12,247 | 新進 |
| Sebold Capital Management, Inc. | 12,272 | $50.7 萬 | 0.42% | +12,272 | 新進 |
| TCTC Holdings, LLC | 12,300 | $50.8 萬 | 0.02% | +7,472+154.8% | 加碼 |
| Webster Bank, N. A. | 12,345 | $51.0 萬 | 0.07% | 00.0% | 不變 |
| Proequities, Inc. | 12,375 | $51.1 萬 | 0.04% | −320−2.5% | 減碼 |
| Stelac Advisory Services LLC | 12,383 | $51.1 萬 | 0.23% | 00.0% | 不變 |
| Canandaigua National Corp | 12,405 | $51.2 萬 | 0.09% | −416−3.2% | 減碼 |
| Cutler Group LP | 12,448 | $51.3 萬 | 0.06% | −502−3.9% | 減碼 |
| C2C Wealth Management, LLC | 11,931 | $51.5 萬 | 0.09% | −3,918−24.7% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 12,544 | $51.8 萬 | 0.12% | 00.0% | 不變 |
| Madison Wealth Management | 12,546 | $51.8 萬 | 0.12% | −306−2.4% | 減碼 |
| Jacobi Capital Management LLC | 12,586 | $52.0 萬 | 0.06% | +790+6.7% | 加碼 |
| Wealth Alliance | 12,616 | $52.1 萬 | 0.09% | +982+8.4% | 加碼 |
| Osborne Partners Capital Management, LLC | 12,649 | $52.2 萬 | 0.04% | −27,102−68.2% | 減碼 |
| Lakeside Advisors, INC. | 12,658 | $52.3 萬 | 0.43% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 12,771 | $52.7 萬 | 0.06% | −18−0.1% | 減碼 |
| IPG Investment Advisors LLC | 12,789 | $52.8 萬 | 0.15% | −250−1.9% | 減碼 |
| Highlander Capital Management, LLC | 12,837 | $53.0 萬 | 0.28% | −200−1.5% | 減碼 |
| Woodmont Investment Counsel LLC | 12,864 | $53.1 萬 | 0.06% | −813−5.9% | 減碼 |
| Lindbrook Capital, LLC | 12,882 | $53.2 萬 | 0.07% | +431+3.5% | 加碼 |
| Pettyjohn, Wood & White, Inc | 12,880 | $53.2 萬 | 0.13% | −449−3.4% | 減碼 |
| Sheets Smith Wealth Management | 12,888 | $53.2 萬 | 0.08% | +9+0.1% | 加碼 |
| Hilltop Holdings Inc. | 12,938 | $53.4 萬 | 0.07% | −1,912−12.9% | 減碼 |
| Marcum Wealth, LLC | 12,938 | $53.4 萬 | 0.07% | +465+3.7% | 加碼 |
| Ingalls & Snyder LLC | 12,961 | $53.5 萬 | 0.03% | −4,045−23.8% | 減碼 |
| FineMark National Bank & Trust | 12,973 | $53.6 萬 | 0.02% | −434−3.2% | 減碼 |
| Good Life Advisors, LLC | 12,979 | $53.6 萬 | 0.07% | +693+5.6% | 加碼 |
| Welch Group, LLC | 12,998 | $53.7 萬 | 0.03% | −288−2.2% | 減碼 |
| Johnson Investment Counsel Inc | 13,018 | $53.8 萬 | 0.01% | −65−0.5% | 減碼 |
| Gladius Capital Management LP | 13,080 | $54.0 萬 | 0.17% | +13,080 | 新進 |
| West Bancorporation Inc | 13,091 | $54.1 萬 | 0.40% | 00.0% | 不變 |
| Purus Wealth Management, LLC | 13,098 | $54.1 萬 | 0.49% | +84+0.6% | 加碼 |
| BBR Partners, LLC | 13,101 | $54.1 萬 | 0.06% | −575−4.2% | 減碼 |
| Washington Trust Bank | 13,130 | $54.2 萬 | 0.06% | +3,448+35.6% | 加碼 |
| Front Street Capital Management, Inc. | 13,158 | $54.3 萬 | 0.13% | −299−2.2% | 減碼 |
| Weatherly Asset Management L. P. | 13,172 | $54.4 萬 | 0.07% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 13,230 | $54.6 萬 | 0.02% | +2,580+24.2% | 加碼 |
| Arbor Investment Advisors, LLC | 13,266 | $54.8 萬 | 0.11% | +13,266 | 新進 |
| BKD Wealth Advisors, LLC | 13,289 | $54.9 萬 | 0.02% | −404−3.0% | 減碼 |
| Bluefin Capital Management, LLC | 13,300 | $54.9 萬 | 0.10% | −62,224−82.4% | 減碼 |
| Knuff & Co LLC | 13,304 | $54.9 萬 | 0.23% | 00.0% | 不變 |
| Chilton Capital Management LLC | 13,319 | $55.0 萬 | 0.03% | −10.0% | 減碼 |
| Cypress Wealth Services, LLC | 13,357 | $55.2 萬 | 0.18% | −459−3.3% | 減碼 |
| Alterna Wealth Management, Inc | 13,374 | $55.2 萬 | 0.62% | +57+0.4% | 加碼 |