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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 12,586 | $52.0 萬 | 0.06% | +790+6.7% | 加碼 |
| Madison Wealth Management | 12,546 | $51.8 萬 | 0.12% | −306−2.4% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 12,544 | $51.8 萬 | 0.12% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 11,931 | $51.5 萬 | 0.09% | −3,918−24.7% | 減碼 |
| Cutler Group LP | 12,448 | $51.3 萬 | 0.06% | −502−3.9% | 減碼 |
| Canandaigua National Corp | 12,405 | $51.2 萬 | 0.09% | −416−3.2% | 減碼 |
| Stelac Advisory Services LLC | 12,383 | $51.1 萬 | 0.23% | 00.0% | 不變 |
| Proequities, Inc. | 12,375 | $51.1 萬 | 0.04% | −320−2.5% | 減碼 |
| Webster Bank, N. A. | 12,345 | $51.0 萬 | 0.07% | 00.0% | 不變 |
| TCTC Holdings, LLC | 12,300 | $50.8 萬 | 0.02% | +7,472+154.8% | 加碼 |
| Sebold Capital Management, Inc. | 12,272 | $50.7 萬 | 0.42% | +12,272 | 新進 |
| Insigneo Advisory Services, LLC | 12,247 | $50.6 萬 | 0.19% | +12,247 | 新進 |
| Childress Capital Advisors, LLC | 12,215 | $50.4 萬 | 0.17% | +595+5.1% | 加碼 |
| 9258 Wealth Management, LLC | 12,180 | $50.3 萬 | 0.11% | +1,015+9.1% | 加碼 |
| London & Capital Asset Management Ltd | 12,131 | $50.1 萬 | 0.05% | 00.0% | 不變 |
| South State Corp. | 12,054 | $49.8 萬 | 0.05% | −26−0.2% | 減碼 |
| Anchor Investment Management, LLC | 12,049 | $49.8 萬 | 0.07% | +486+4.2% | 加碼 |
| Northeast Investment Management | 12,014 | $49.6 萬 | 0.03% | −4,031−25.1% | 減碼 |
| David Loasby | 11,597 | $49.6 萬 | 0.07% | +838+7.8% | 加碼 |
| Flagship Harbor Advisors, LLC | 11,991 | $49.5 萬 | 0.05% | −608−4.8% | 減碼 |
| Montecito Bank & Trust | 11,963 | $49.4 萬 | 0.12% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 11,950 | $49.3 萬 | 0.07% | −2,330−16.3% | 減碼 |
| Jacobs & Co | 11,942 | $49.3 萬 | 0.06% | +65+0.5% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 11,900 | $49.2 萬 | 0.77% | +5,925+99.2% | 加碼 |
| MCF Advisors LLC | 11,848 | $48.9 萬 | 0.05% | +1,065+9.9% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,809 | $48.8 萬 | 0.17% | +20.0% | 加碼 |
| Perennial Investment Advisors, LLC | 11,816 | $48.8 萬 | 0.20% | +29+0.2% | 加碼 |
| Oxford Financial Group Ltd | 11,754 | $48.5 萬 | 0.06% | +1,992+20.4% | 加碼 |
| Farmers Trust Co | 11,754 | $48.5 萬 | 0.11% | 00.0% | 不變 |
| Leisure Capital Management | 11,738 | $48.5 萬 | 0.25% | 00.0% | 不變 |
| First Nebraska Trust Co | 11,698 | $48.3 萬 | 0.06% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 11,685 | $48.2 萬 | 0.16% | −350−2.9% | 減碼 |
| 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 |
| Spinnaker Trust | 11,638 | $48.1 萬 | 0.04% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 11,625 | $48.0 萬 | 0.01% | +300+2.6% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 11,559 | $47.7 萬 | 0.04% | −938−7.5% | 減碼 |
| Burke & Herbert Bank & Trust Co | 11,539 | $47.6 萬 | 0.35% | −200−1.7% | 減碼 |
| Premier Asset Management LLC | 11,518 | $47.6 萬 | 0.60% | +635+5.8% | 加碼 |
| Icapital Wealth LLC | 11,500 | $47.5 萬 | 0.37% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 11,499 | $47.5 萬 | 0.13% | +8+0.1% | 加碼 |
| Beaton Management Co. Inc. | 11,448 | $47.3 萬 | 0.32% | −160−1.4% | 減碼 |
| Graypoint LLC | 11,448 | $47.3 萬 | 0.06% | +2,144+23.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 11,417 | $47.1 萬 | 0.04% | −12−0.1% | 減碼 |
| Trust Co of Vermont | 11,401 | $47.1 萬 | 0.03% | +2,590+29.4% | 加碼 |
| Radnor Capital Management, LLC | 11,023 | $47.0 萬 | 0.11% | 00.0% | 不變 |
| Basepoint Wealth LLC | 11,341 | $46.8 萬 | 0.41% | +7+0.1% | 加碼 |
| Aj Wealth Strategies, LLC | 11,343 | $46.8 萬 | 0.02% | +10+0.1% | 加碼 |
| Cahill Financial Advisors Inc | 11,333 | $46.8 萬 | 0.09% | +59+0.5% | 加碼 |
| Financial Advisory Service, Inc. | 11,295 | $46.6 萬 | 0.05% | +129+1.2% | 加碼 |
| Highline Wealth Partners LLC | 11,294 | $46.6 萬 | 0.34% | 00.0% | 不變 |
| Bank of Hawaii | 11,261 | $46.5 萬 | 0.03% | +69+0.6% | 加碼 |
| Iron Horse Wealth Management, LLC | 11,225 | $46.3 萬 | 0.25% | +7,907+238.3% | 加碼 |
| Personal Cfo Solutions, LLC | 11,082 | $45.8 萬 | 0.10% | +1,189+12.0% | 加碼 |
| Eqis Capital Management, Inc. | 11,045 | $45.6 萬 | 0.05% | −634−5.4% | 減碼 |
| Breakwater Capital Group | 11,007 | $45.4 萬 | 0.24% | +11,007 | 新進 |
| Kathleen S. Wright Associates Inc. | 10,975 | $45.3 萬 | 0.31% | −3,842−25.9% | 減碼 |
| AXS Investments LLC | 10,956 | $45.2 萬 | 0.16% | −2,670−19.6% | 減碼 |
| Fortem Financial Group, LLC | 10,943 | $45.2 萬 | 0.26% | −991−8.3% | 減碼 |
| Pointe Capital Management LLC | 10,917 | $45.1 萬 | 0.35% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 10,905 | $45.0 萬 | 0.22% | −570−5.0% | 減碼 |
| YorkBridge Wealth Partners, LLC | 10,905 | $45.0 萬 | 0.11% | −6,907−38.8% | 減碼 |
| Vontobel Asset Management Inc | 10,895 | $45.0 萬 | 0.00% | −126−1.1% | 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 |
| Global Trust Asset Management, LLC | 10,819 | $44.7 萬 | 0.23% | −527−4.6% | 減碼 |
| Alliance Wealth Advisors, LLC | 10,808 | $44.6 萬 | 0.37% | −565−5.0% | 減碼 |
| Sunflower Bank, N.A. | 10,725 | $44.3 萬 | 0.10% | −614−5.4% | 減碼 |
| McCarthy Asset Management, Inc. | 10,696 | $44.2 萬 | 0.31% | −212−1.9% | 減碼 |
| CX Institutional | 10,691 | $44.1 萬 | 0.03% | +1,007+10.4% | 加碼 |
| Keystone Financial Group | 10,671 | $44.1 萬 | 0.09% | −132−1.2% | 減碼 |
| Platform Technology Partners | 10,664 | $44.0 萬 | 0.23% | −300−2.7% | 減碼 |
| 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 |
| Hikari Tsushin, Inc. | 10,631 | $43.9 萬 | 0.05% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 10,593 | $43.7 萬 | 0.07% | +176+1.7% | 加碼 |
| All Terrain Financial Advisors, LLC | 10,592 | $43.7 萬 | 0.22% | −606−5.4% | 減碼 |
| Davis R M Inc | 10,584 | $43.7 萬 | 0.01% | −2,136−16.8% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,563 | $43.6 萬 | 0.12% | +200+1.9% | 加碼 |
| First Dallas Securities Inc. | 10,550 | $43.6 萬 | 0.26% | −500−4.5% | 減碼 |
| Flagstone Financial Management | 10,553 | $43.6 萬 | 0.27% | +10,553 | 新進 |
| Providence Capital Advisors, LLC | 10,519 | $43.4 萬 | 0.12% | −154−1.4% | 減碼 |
| Capital Square, LLC | 10,506 | $43.4 萬 | 0.39% | −40,000−79.2% | 減碼 |
| Pangea Capital Gestao de Recursos Ltda. | 10,500 | $43.4 萬 | 0.39% | +10,500 | 新進 |
| Prelude Capital Management, LLC | 10,479 | $43.3 萬 | 0.03% | −58,675−84.8% | 減碼 |
| Delta Financial Group, Inc. | 10,522 | $43.2 萬 | 0.19% | +10,522 | 新進 |
| Tarbox Family Office, Inc. | 10,404 | $43.0 萬 | 0.09% | −10.0% | 減碼 |
| Crawford Investment Counsel Inc | 10,397 | $42.9 萬 | 0.01% | +2,203+26.9% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,359 | $42.8 萬 | 0.03% | +4,439+75.0% | 加碼 |
| Money Concepts Capital Corp | 10,339 | $42.7 萬 | 0.02% | +9,733+1,606.1% | 加碼 |
| Fort Point Capital Partners LLC | 10,331 | $42.7 萬 | 0.08% | −7,220−41.1% | 減碼 |
| West Branch Capital LLC | 10,305 | $42.6 萬 | 0.26% | +30.0% | 加碼 |
| Ssi Investment Management LLC | 10,304 | $42.5 萬 | 0.03% | −8−0.1% | 減碼 |
| Athena Investment Management | 10,267 | $42.4 萬 | 0.31% | −120−1.2% | 減碼 |
| Stephenson National Bank & Trust | 10,248 | $42.3 萬 | 0.27% | 00.0% | 不變 |
| Capital International Sarl | 10,236 | $42.3 萬 | 0.03% | +10,236 | 新進 |
| Gsa Capital Partners LLP | 10,220 | $42.2 萬 | 0.05% | +10,220 | 新進 |
| HCR Wealth Advisors | 10,217 | $42.2 萬 | 0.09% | 00.0% | 不變 |
| AM Squared Ltd | 10,200 | $42.1 萬 | 0.28% | +10,200 | 新進 |
| Journey Strategic Wealth LLC | 10,177 | $42.0 萬 | 0.05% | −5,091−33.3% | 減碼 |