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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 31,014 | $128.1 萬 | 0.20% | −2,487−7.4% | 減碼 |
| Aspiriant, LLC | 30,878 | $127.5 萬 | 0.06% | +934+3.1% | 加碼 |
| Grimes & Company, Inc. | 30,855 | $127.4 萬 | 0.05% | −1,517−4.7% | 減碼 |
| HBK Sorce Advisory LLC | 30,712 | $126.8 萬 | 0.03% | +15,505+102.0% | 加碼 |
| Brighton Jones LLC | 30,709 | $126.8 萬 | 0.08% | −1,142−3.6% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 30,685 | $126.7 萬 | 0.14% | −447−1.4% | 減碼 |
| Scott & Selber, Inc. | 30,470 | $125.8 萬 | 0.57% | −65−0.2% | 減碼 |
| Wilkinson Global Asset Management LLC | 30,400 | $125.5 萬 | 0.10% | 00.0% | 不變 |
| Vista Investment Management | 30,379 | $125.4 萬 | 0.72% | +1,071+3.7% | 加碼 |
| Drive Wealth Management, LLC | 30,278 | $125.0 萬 | 0.62% | +16,113+113.8% | 加碼 |
| Meridian Investment Counsel Inc. | 30,241 | $124.9 萬 | 0.50% | 00.0% | 不變 |
| Shelton Wealth Management, LLC | 30,185 | $124.6 萬 | 0.98% | +23+0.1% | 加碼 |
| RNC Capital Management LLC | 30,175 | $124.6 萬 | 0.07% | −16,668−35.6% | 減碼 |
| Peterson Financial Group, Inc. | 30,072 | $124.2 萬 | 1.64% | −14,886−33.1% | 減碼 |
| Baker Avenue Asset Management, LP | 30,011 | $123.9 萬 | 0.07% | +7,711+34.6% | 加碼 |
| First Citizens Bank & Trust Co | 29,956 | $123.7 萬 | 0.04% | +463+1.6% | 加碼 |
| Clarius Group, LLC | 29,920 | $123.5 萬 | 0.11% | +625+2.1% | 加碼 |
| Essex Investment Management Co LLC | 29,886 | $123.4 萬 | 0.19% | −1,688−5.3% | 減碼 |
| Ancora Advisors, LLC | 29,810 | $123.1 萬 | 0.04% | −10,241−25.6% | 減碼 |
| Chicago Partners Investment Group LLC | 25,507 | $122.8 萬 | 0.08% | −2,417−8.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,714 | $122.7 萬 | 0.00% | +29,714 | 新進 |
| Ballentine Partners, LLC | 29,690 | $122.6 萬 | 0.04% | +2,253+8.2% | 加碼 |
| Coppell Advisory Solutions LLC | 29,677 | $122.5 萬 | 0.44% | +29,677 | 新進 |
| Coppell Advisory Solutions Corp. | 29,677 | $122.5 萬 | 0.44% | +29,677 | 新進 |
| Nicolet Bankshares Inc | 29,502 | $121.8 萬 | 0.42% | +5,494+22.9% | 加碼 |
| Leavell Investment Management, Inc. | 29,485 | $121.7 萬 | 0.09% | −500−1.7% | 減碼 |
| Fiduciary Group LLC | 29,337 | $121.1 萬 | 0.16% | −5,176−15.0% | 減碼 |
| Marco Investment Management LLC | 29,298 | $121.0 萬 | 0.14% | +2,000+7.3% | 加碼 |
| Gamble Jones Investment Counsel | 29,268 | $120.8 萬 | 0.09% | +100+0.3% | 加碼 |
| Johnson Financial Group, Inc. | 29,224 | $120.7 萬 | 0.10% | −130.0% | 減碼 |
| Sawtooth Solutions, LLC | 28,939 | $119.5 萬 | 0.16% | +3,743+14.9% | 加碼 |
| Heartland Advisors Inc | 28,906 | $119.4 萬 | 0.08% | +336+1.2% | 加碼 |
| Peak Asset Management, LLC | 28,816 | $119.0 萬 | 0.31% | +195+0.7% | 加碼 |
| DuPont Capital Management Corp | 28,698 | $118.5 萬 | 0.06% | −6,541−18.6% | 減碼 |
| Desjardins Global Asset Management Inc. | 28,414 | $117.3 萬 | 0.18% | −27,037−48.8% | 減碼 |
| Oarsman Capital, Inc. | 28,300 | $116.8 萬 | 0.60% | −123−0.4% | 減碼 |
| Thomasville National Bank | 28,111 | $116.1 萬 | 0.13% | −700−2.4% | 減碼 |
| 1st Source Bank | 27,991 | $115.6 萬 | 0.08% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 27,988 | $115.6 萬 | 0.07% | −2,333−7.7% | 減碼 |
| Capital Markets Trading UK LLP | 27,977 | $115.5 萬 | 3.05% | −42,703−60.4% | 減碼 |
| Joel Isaacson & Co., LLC | 27,830 | $114.9 萬 | 0.09% | +2,000+7.7% | 加碼 |
| Hoylecohen, LLC | 27,809 | $114.8 萬 | 0.11% | +20.0% | 加碼 |
| Archford Capital Strategies, LLC | 27,718 | $114.4 萬 | 0.26% | −250−0.9% | 減碼 |
| Sterling Investment Management, Inc. | 27,680 | $114.3 萬 | 0.92% | −1,802−6.1% | 減碼 |
| Valley National Advisers Inc | 26,713 | $114.1 萬 | 0.20% | −996−3.6% | 減碼 |
| Citizens National Bank Trust Department | 27,640 | $114.1 萬 | 0.32% | −158−0.6% | 減碼 |
| Jeppson Wealth Management, LLC | 27,573 | $113.8 萬 | 0.48% | +1,640+6.3% | 加碼 |
| Eos Management, L.P. | 27,500 | $113.5 萬 | 0.57% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 27,452 | $113.3 萬 | 0.28% | −1,504−5.2% | 減碼 |
| AlphaStar Capital Management, LLC | 27,394 | $113.1 萬 | 0.12% | −255−0.9% | 減碼 |
| Colony Group LLC | 27,311 | $112.8 萬 | 0.02% | +3,283+13.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 27,291 | $112.7 萬 | 0.25% | +2,271+9.1% | 加碼 |
| Carnegie Capital Asset Management, LLC | 27,247 | $112.5 萬 | 0.05% | −354−1.3% | 減碼 |
| Northside Capital Management, LLC | 27,127 | $112.0 萬 | 0.34% | 00.0% | 不變 |
| Carlson Capital Management | 27,067 | $111.8 萬 | 0.08% | +7,905+41.3% | 加碼 |
| Trust Co of Toledo NA | 26,863 | $110.9 萬 | 0.21% | +288+1.1% | 加碼 |
| Heritage Wealth Management, LLC | 26,763 | $110.5 萬 | 0.16% | +12,376+86.0% | 加碼 |
| First Financial Bank - Trust Division | 26,614 | $109.9 萬 | 0.12% | −27−0.1% | 減碼 |
| Courier Capital LLC | 26,580 | $109.7 萬 | 0.13% | −806−2.9% | 減碼 |
| Mutual Advisors, LLC | 26,518 | $109.5 萬 | 0.05% | −6,318−19.2% | 減碼 |
| Shelton Capital Management | 26,500 | $109.4 萬 | 0.12% | −75,494−74.0% | 減碼 |
| Ironwood Investment Counsel, LLC | 26,497 | $109.4 萬 | 0.27% | −872−3.2% | 減碼 |
| Main Street Research LLC | 26,386 | $108.9 萬 | 0.27% | −4,463−14.5% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 26,343 | $108.8 萬 | 0.03% | +3,978+17.8% | 加碼 |
| Boit C F David | 26,163 | $108.0 萬 | 0.77% | 00.0% | 不變 |
| Holderness Investments Co | 26,094 | $107.7 萬 | 0.46% | +60+0.2% | 加碼 |
| Washington Trust Co | 26,077 | $107.7 萬 | 0.05% | −2,512−8.8% | 減碼 |
| Martin & Co Inc | 26,052 | $107.6 萬 | 0.28% | +434+1.7% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 26,021 | $107.4 萬 | 0.06% | +26,021 | 新進 |
| Goodwin Daniel L | 26,000 | $107.4 萬 | 0.54% | +200+0.8% | 加碼 |
| Hussman Strategic Advisors, Inc. | 26,000 | $107.4 萬 | 0.17% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 25,974 | $107.2 萬 | 0.14% | −1,493−5.4% | 減碼 |
| LJI Wealth Management, LLC | 25,959 | $107.2 萬 | 0.38% | +25,959 | 新進 |
| Rehmann Capital Advisory Group | 25,911 | $107.0 萬 | 0.11% | +195+0.8% | 加碼 |
| Optimas Capital Ltd | 25,900 | $106.9 萬 | 1.05% | +25,900 | 新進 |
| Citadel Investment Advisory, Inc. | 25,807 | $106.6 萬 | 0.73% | −550−2.1% | 減碼 |
| TRUE Private Wealth Advisors | 25,666 | $106.0 萬 | 0.16% | +10.0% | 加碼 |
| N.E.W. Advisory Services LLC | 25,495 | $105.3 萬 | 0.16% | +99+0.4% | 加碼 |
| Avantax Planning Partners, Inc. | 25,402 | $104.9 萬 | 0.04% | +1,205+5.0% | 加碼 |
| Narwhal Capital Management | 25,253 | $104.3 萬 | 0.14% | +7,797+44.7% | 加碼 |
| First City Capital Management, Inc. | 25,242 | $104.2 萬 | 0.63% | −394−1.5% | 減碼 |
| Wrapmanager Inc | 25,208 | $104.1 萬 | 0.33% | −1,055−4.0% | 減碼 |
| NVWM, LLC | 25,129 | $103.8 萬 | 0.38% | −193−0.8% | 減碼 |
| Bartlett & Co. LLC | 25,079 | $103.6 萬 | 0.02% | −2,968−10.6% | 減碼 |
| Financial Counselors Inc | 25,082 | $103.6 萬 | 0.02% | +4,604+22.5% | 加碼 |
| Lodestar Private Asset Management LLC | 25,081 | $103.6 萬 | 0.20% | +25,081 | 新進 |
| Bartlett & Co. Wealth Management LLC | 25,079 | $103.6 萬 | 0.02% | −2,968−10.6% | 減碼 |
| CMT Capital Markets Trading GmbH | 25,000 | $103.2 萬 | 0.57% | +20,000+400.0% | 加碼 |
| First Horizon Advisors, Inc. | 24,936 | $103.0 萬 | 0.04% | −935−3.6% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 24,868 | $102.7 萬 | 0.11% | −87−0.3% | 減碼 |
| Insight Advisors, LLC | 24,566 | $102.7 萬 | 0.36% | −99−0.4% | 減碼 |
| Laurel Wealth Advisors LLC | 24,846 | $102.6 萬 | 0.24% | +655+2.7% | 加碼 |
| Monarch Capital Management Inc | 24,764 | $102.3 萬 | 0.31% | −3,240−11.6% | 減碼 |
| Caldwell Trust Co | 24,756 | $102.2 萬 | 0.14% | −950−3.7% | 減碼 |
| Westmount Partners, LLC | 24,702 | $102.0 萬 | 0.53% | +24,702 | 新進 |
| Lighthouse Investment Partners, LLC | 24,592 | $101.5 萬 | 0.19% | +24,592 | 新進 |
| Hamilton Capital Partners Inc. | 24,500 | $101.2 萬 | 0.43% | +24,500 | 新進 |
| Cadinha & Co LLC | 24,472 | $101.0 萬 | 0.23% | 00.0% | 不變 |
| Tealwood Asset Management Inc | 24,390 | $100.7 萬 | 0.53% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 24,365 | $100.6 萬 | 0.11% | −538−2.2% | 減碼 |