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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 15,622 | $64.5 萬 | 0.11% | −835−5.1% | 減碼 |
| Parsec Financial Management, Inc. | 15,502 | $64.0 萬 | 0.03% | −910−5.5% | 減碼 |
| Ethic Inc. | 15,502 | $64.0 萬 | 0.03% | +5,325+52.3% | 加碼 |
| Northwest Wealth Management, LLC | 15,477 | $63.9 萬 | 0.27% | −1,335−7.9% | 減碼 |
| O'Neil Global Advisors, Inc. | 15,429 | $63.7 萬 | 2.94% | −186−1.2% | 減碼 |
| CenterStar Asset Management, LLC | – | $63.7 萬 | 1.19% | – | 新進 |
| Abbrea Capital, LLC | 15,404 | $63.6 萬 | 0.11% | −215−1.4% | 減碼 |
| Mengis Capital Management, Inc. | 15,352 | $63.3 萬 | 0.14% | −52−0.3% | 減碼 |
| Murphy Pohlad Asset Management LLC | 15,315 | $63.2 萬 | 0.26% | −244−1.6% | 減碼 |
| Spire Wealth Management | 15,298 | $63.2 萬 | 0.04% | −5,640−26.9% | 減碼 |
| Michael B. Yongue | 15,299 | $63.2 萬 | 0.59% | −15,617−50.5% | 減碼 |
| IVC Wealth Advisors LLC | 23,967 | $63.1 萬 | 0.47% | +15,320+177.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 15,273 | $63.1 萬 | 0.04% | −734−4.6% | 減碼 |
| Chicago Trust Co NA | 15,291 | $63.1 萬 | 0.16% | +3,574+30.5% | 加碼 |
| Richwood Investment Advisors, LLC | 15,281 | $63.1 萬 | 0.63% | −844−5.2% | 減碼 |
| Waldron Private Wealth LLC | 15,654 | $62.9 萬 | 0.04% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 15,230 | $62.9 萬 | 0.21% | −1,170−7.1% | 減碼 |
| Diligent Investors, LLC | 15,228 | $62.9 萬 | 0.21% | −467−3.0% | 減碼 |
| Dakota Wealth Management | 15,223 | $62.9 萬 | 0.04% | +6,090+66.7% | 加碼 |
| Verity & Verity, LLC | 15,187 | $62.7 萬 | 0.08% | +9,677+175.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 15,208 | $62.7 萬 | 0.10% | +6,848+81.9% | 加碼 |
| American Trust | 15,168 | $62.6 萬 | 0.06% | −266−1.7% | 減碼 |
| JNBA Financial Advisors | 15,060 | $62.2 萬 | 0.09% | −197−1.3% | 減碼 |
| JT Stratford LLC | 15,034 | $62.1 萬 | 0.20% | −26,178−63.5% | 減碼 |
| Claro Advisors LLC | 15,026 | $62.0 萬 | 0.20% | +3,675+32.4% | 加碼 |
| Equitable Trust Co | 15,019 | $62.0 萬 | 0.05% | −1,091−6.8% | 減碼 |
| Tocqueville Asset Management L.P. | 14,936 | $61.7 萬 | 0.01% | +118+0.8% | 加碼 |
| Providence Wealth Advisors, LLC | 14,499 | $61.5 萬 | 0.46% | +150+1.0% | 加碼 |
| Carson Advisory Inc. | 14,846 | $61.3 萬 | 0.59% | +1,289+9.5% | 加碼 |
| Pure Financial Advisors, Inc. | 14,770 | $61.0 萬 | 0.03% | −777−5.0% | 減碼 |
| Coastline Trust Co | 14,656 | $60.5 萬 | 0.09% | +660+4.7% | 加碼 |
| Hexagon Capital Partners LLC | 14,631 | $60.4 萬 | 0.18% | −85−0.6% | 減碼 |
| Axxcess Wealth Management, LLC | 14,629 | $60.4 萬 | 0.05% | +6,983+91.3% | 加碼 |
| VELA Investment Management, LLC | 14,621 | $60.4 萬 | 0.30% | +485+3.4% | 加碼 |
| Bragg Financial Advisors, Inc | 14,593 | $60.3 萬 | 0.04% | −46−0.3% | 減碼 |
| Northwest Investment Counselors, LLC | 14,581 | $60.2 萬 | 0.17% | −2,830−16.3% | 減碼 |
| Ascent Group, LLC | 14,547 | $60.1 萬 | 0.07% | −1,251−7.9% | 減碼 |
| Gradient Investments LLC | 14,466 | $59.7 萬 | 0.02% | +154+1.1% | 加碼 |
| LifeSteps Financial, Inc. | 14,465 | $59.7 萬 | 0.62% | +14,465 | 新進 |
| MV Capital Management, Inc. | 14,418 | $59.5 萬 | 0.09% | +60+0.4% | 加碼 |
| LexAurum Advisors, LLC | 14,397 | $59.4 萬 | 0.21% | +11+0.1% | 加碼 |
| One Wealth Advisors, LLC | 14,373 | $59.3 萬 | 0.14% | +182+1.3% | 加碼 |
| Cutter & CO Brokerage, Inc. | 14,355 | $59.3 萬 | 0.20% | +14,355 | 新進 |
| Brooks, Moore & Associates, Inc. | 14,333 | $59.2 萬 | 0.43% | −400−2.7% | 減碼 |
| Echo Street Capital Management LLC | 14,303 | $59.1 萬 | 0.01% | +14,303 | 新進 |
| Becker Capital Management Inc | 14,283 | $59.0 萬 | 0.03% | −1,380−8.8% | 減碼 |
| Koss-Olinger Consulting, LLC | 14,206 | $58.7 萬 | 0.08% | −13,094−48.0% | 減碼 |
| Blueprint Investment Partners LLC | 14,210 | $58.7 萬 | 0.13% | +4,583+47.6% | 加碼 |
| Family Legacy, Inc. | 12,800 | $58.0 萬 | 0.25% | 00.0% | 不變 |
| Essex Savings Bank | 14,021 | $57.9 萬 | 0.20% | −188−1.3% | 減碼 |
| Quadrant Private Wealth Management, LLC | 14,003 | $57.8 萬 | 0.19% | +14,003 | 新進 |
| Stokes Family Office, LLC | 13,913 | $57.4 萬 | 0.07% | −2,610−15.8% | 減碼 |
| Shakespeare Wealth Management, Inc. | 13,909 | $57.4 萬 | 0.21% | −15−0.1% | 減碼 |
| Osterweis Capital Management Inc | 13,896 | $57.4 萬 | 0.04% | 00.0% | 不變 |
| Wilson & Boucher Capital Management, LLC | 13,875 | $57.3 萬 | 0.59% | 00.0% | 不變 |
| Western Wealth Management, LLC | 13,862 | $57.2 萬 | 0.06% | −19,437−58.4% | 減碼 |
| CoreFirst Bank & Trust | 13,849 | $57.2 萬 | 0.43% | −4,422−24.2% | 減碼 |
| Zions Bancorporation, N.A. | 13,831 | $57.1 萬 | 0.05% | +1,778+14.8% | 加碼 |
| Daymark Wealth Partners, LLC | 13,744 | $56.7 萬 | 0.10% | +13,744 | 新進 |
| First National Advisers, LLC | 13,723 | $56.7 萬 | 0.73% | +3,405+33.0% | 加碼 |
| FinTrust Capital Advisors, LLC | 13,680 | $56.5 萬 | 0.14% | −1,029−7.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 13,652 | $56.4 萬 | 0.03% | +2,604+23.6% | 加碼 |
| Abner Herrman & Brock LLC | 13,606 | $56.2 萬 | 0.09% | +13,606 | 新進 |
| Eclectic Associates Inc | 13,603 | $56.2 萬 | 0.27% | +167+1.2% | 加碼 |
| Convergence Investment Partners, LLC | 13,526 | $55.8 萬 | 0.33% | −32−0.2% | 減碼 |
| Financial Advisory Corp | 13,522 | $55.8 萬 | 0.28% | −111−0.8% | 減碼 |
| AIMZ Investment Advisors, LLC | 13,419 | $55.4 萬 | 0.26% | −310−2.3% | 減碼 |
| Cardiff Park Advisors, LLC | 13,415 | $55.4 萬 | 0.08% | +30.0% | 加碼 |
| Alterna Wealth Management, Inc | 13,374 | $55.2 萬 | 0.62% | +57+0.4% | 加碼 |
| Cypress Wealth Services, LLC | 13,357 | $55.2 萬 | 0.18% | −459−3.3% | 減碼 |
| Chilton Capital Management LLC | 13,319 | $55.0 萬 | 0.03% | −10.0% | 減碼 |
| Knuff & Co LLC | 13,304 | $54.9 萬 | 0.23% | 00.0% | 不變 |
| Bluefin Capital Management, LLC | 13,300 | $54.9 萬 | 0.10% | −62,224−82.4% | 減碼 |
| BKD Wealth Advisors, LLC | 13,289 | $54.9 萬 | 0.02% | −404−3.0% | 減碼 |
| Arbor Investment Advisors, LLC | 13,266 | $54.8 萬 | 0.11% | +13,266 | 新進 |
| Cannell Peter B & Co Inc | 13,230 | $54.6 萬 | 0.02% | +2,580+24.2% | 加碼 |
| Weatherly Asset Management L. P. | 13,172 | $54.4 萬 | 0.07% | 00.0% | 不變 |
| Front Street Capital Management, Inc. | 13,158 | $54.3 萬 | 0.13% | −299−2.2% | 減碼 |
| Washington Trust Bank | 13,130 | $54.2 萬 | 0.06% | +3,448+35.6% | 加碼 |
| BBR Partners, LLC | 13,101 | $54.1 萬 | 0.06% | −575−4.2% | 減碼 |
| Purus Wealth Management, LLC | 13,098 | $54.1 萬 | 0.49% | +84+0.6% | 加碼 |
| West Bancorporation Inc | 13,091 | $54.1 萬 | 0.40% | 00.0% | 不變 |
| Gladius Capital Management LP | 13,080 | $54.0 萬 | 0.17% | +13,080 | 新進 |
| Johnson Investment Counsel Inc | 13,018 | $53.8 萬 | 0.01% | −65−0.5% | 減碼 |
| Welch Group, LLC | 12,998 | $53.7 萬 | 0.03% | −288−2.2% | 減碼 |
| Good Life Advisors, LLC | 12,979 | $53.6 萬 | 0.07% | +693+5.6% | 加碼 |
| FineMark National Bank & Trust | 12,973 | $53.6 萬 | 0.02% | −434−3.2% | 減碼 |
| Ingalls & Snyder LLC | 12,961 | $53.5 萬 | 0.03% | −4,045−23.8% | 減碼 |
| Marcum Wealth, LLC | 12,938 | $53.4 萬 | 0.07% | +465+3.7% | 加碼 |
| Hilltop Holdings Inc. | 12,938 | $53.4 萬 | 0.07% | −1,912−12.9% | 減碼 |
| Sheets Smith Wealth Management | 12,888 | $53.2 萬 | 0.08% | +9+0.1% | 加碼 |
| Pettyjohn, Wood & White, Inc | 12,880 | $53.2 萬 | 0.13% | −449−3.4% | 減碼 |
| Lindbrook Capital, LLC | 12,882 | $53.2 萬 | 0.07% | +431+3.5% | 加碼 |
| Woodmont Investment Counsel LLC | 12,864 | $53.1 萬 | 0.06% | −813−5.9% | 減碼 |
| Highlander Capital Management, LLC | 12,837 | $53.0 萬 | 0.28% | −200−1.5% | 減碼 |
| IPG Investment Advisors LLC | 12,789 | $52.8 萬 | 0.15% | −250−1.9% | 減碼 |
| M Holdings Securities, Inc. | 12,771 | $52.7 萬 | 0.06% | −18−0.1% | 減碼 |
| Lakeside Advisors, INC. | 12,658 | $52.3 萬 | 0.43% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 12,649 | $52.2 萬 | 0.04% | −27,102−68.2% | 減碼 |
| Wealth Alliance | 12,616 | $52.1 萬 | 0.09% | +982+8.4% | 加碼 |