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 |
|---|---|---|---|---|---|
| Lauterbach Financial Advisors, LLC | 10,168 | $42.0 萬 | 0.37% | +49+0.5% | 加碼 |
| Punch & Associates Investment Management, Inc. | 10,160 | $42.0 萬 | 0.03% | 00.0% | 不變 |
| Astoria Strategic Wealth, Inc. | 10,157 | $41.9 萬 | 0.18% | +10,157 | 新進 |
| Colony Family Offices, LLC | 10,150 | $41.9 萬 | 0.17% | −14−0.1% | 減碼 |
| Intrua Financial, LLC | 9,740 | $41.8 萬 | 0.10% | −2,107−17.8% | 減碼 |
| Aspen Investment Management Inc | 10,080 | $41.6 萬 | 0.27% | −11−0.1% | 減碼 |
| Warren Averett Asset Management, LLC | 10,068 | $41.6 萬 | 0.02% | −503−4.8% | 減碼 |
| 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 |
| Evolution Capital Management LLC | 10,000 | $41.3 萬 | 1.43% | +10,000 | 新進 |
| Monument Capital Management | 9,975 | $41.2 萬 | 0.14% | −2,853−22.2% | 減碼 |
| Zuckerman Investment Group, LLC | 9,968 | $41.2 萬 | 0.07% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 9,955 | $41.1 萬 | 0.11% | +1,184+13.5% | 加碼 |
| RB Capital Management, LLC | 9,942 | $41.0 萬 | 0.15% | −186−1.8% | 減碼 |
| Pacific Global Investment Management CO | 9,932 | $41.0 萬 | 0.09% | +706+7.7% | 加碼 |
| Modera Wealth Management, LLC | 9,923 | $41.0 萬 | 0.02% | −573−5.5% | 減碼 |
| Alta Advisers Ltd | 9,900 | $40.9 萬 | 0.24% | 00.0% | 不變 |
| LVW Advisors, LLC | 9,886 | $40.8 萬 | 0.09% | +1,928+24.2% | 加碼 |
| Bedel Financial Consulting, Inc. | 9,865 | $40.7 萬 | 0.10% | +9,865 | 新進 |
| Peak Planning Group, LLC | 9,854 | $40.7 萬 | 0.36% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 9,803 | $40.5 萬 | 0.09% | −1,488−13.2% | 減碼 |
| Bray Capital Advisors | 9,776 | $40.4 萬 | 0.13% | +6+0.1% | 加碼 |
| TD Ameritrade Investment Management, LLC | 9,756 | $40.3 萬 | 0.00% | +8,310+574.7% | 加碼 |
| HighTower Trust Services, LTA | 9,779 | $40.2 萬 | 0.04% | −918−8.6% | 減碼 |
| ASB Consultores, LLC | 9,733 | $40.2 萬 | 0.17% | +1,050+12.1% | 加碼 |
| Stevens Capital Management LP | 9,716 | $40.1 萬 | 0.25% | +9,716 | 新進 |
| Boston Trust Walden Corp | 9,711 | $40.1 萬 | 0.00% | −1,550−13.8% | 減碼 |
| Wallace Advisory Group, LLC | 9,709 | $40.1 萬 | 0.32% | +9,709 | 新進 |
| Royal Capital Wealth Management, LLC | 9,633 | $39.8 萬 | 0.42% | +13+0.1% | 加碼 |
| Hartford Financial Management Inc. | 9,595 | $39.6 萬 | 0.10% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 8,046 | $39.6 萬 | 0.04% | −8,142−50.3% | 減碼 |
| Advisors Management Group Inc | 9,591 | $39.6 萬 | 0.15% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 9,583 | $39.6 萬 | 0.03% | −216−2.2% | 減碼 |
| Biltmore Family Office, LLC | 9,562 | $39.5 萬 | 0.08% | +843+9.7% | 加碼 |
| Prentiss Smith & Co Inc | 9,544 | $39.4 萬 | 0.36% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 9,528 | $39.3 萬 | 0.14% | +384+4.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 9,498 | $39.2 萬 | 0.03% | −1,293−12.0% | 減碼 |
| LMG Wealth Partners, LLC | 8,832 | $39.0 萬 | 0.13% | +8,832 | 新進 |
| Occidental Asset Management, LLC | 9,411 | $38.9 萬 | 0.11% | +3,913+71.2% | 加碼 |
| Cassaday & Co Wealth Management LLC | 9,394 | $38.8 萬 | 0.02% | +9,394 | 新進 |
| PVG Asset Management Corp | 9,386 | $38.8 萬 | 1.71% | +9,386 | 新進 |
| Ridgecrest Wealth Partners, LLC | 9,381 | $38.7 萬 | 0.29% | 00.0% | 不變 |
| WealthShield Partners, LLC | 9,380 | $38.7 萬 | 0.07% | −76−0.8% | 減碼 |
| Texas Capital Bancshares Inc | 9,357 | $38.6 萬 | 0.27% | +20+0.2% | 加碼 |
| Bank of the West | 9,273 | $38.3 萬 | 0.05% | +68+0.7% | 加碼 |
| Doliver Advisors, LP | 9,220 | $38.1 萬 | 0.13% | −50−0.5% | 減碼 |
| Institute for Wealth Management, LLC. | 9,217 | $38.1 萬 | 0.08% | +704+8.3% | 加碼 |
| Tributary Capital Management, LLC | 9,200 | $38.0 萬 | 0.04% | +1,575+20.7% | 加碼 |
| Alpha Family Trust | 9,185 | $37.9 萬 | 0.34% | +2,000+27.8% | 加碼 |
| Wayfinding Financial, LLC | 7,058 | $37.9 萬 | 0.30% | −64−0.9% | 減碼 |
| Hudock, Inc. | 9,174 | $37.9 萬 | 0.13% | −1,157−11.2% | 減碼 |
| Sippican Capital Advisors | 9,111 | $37.6 萬 | 0.36% | −25−0.3% | 減碼 |
| Visionary Wealth Advisors | 9,079 | $37.5 萬 | 0.03% | +1,642+22.1% | 加碼 |
| Humankind Investments LLC | 9,067 | $37.4 萬 | 0.16% | −207−2.2% | 減碼 |
| Colonial Trust Advisors | 9,042 | $37.3 萬 | 0.05% | +69+0.8% | 加碼 |
| Smith, Moore & Co. | 9,018 | $37.2 萬 | 0.05% | −236−2.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 9,002 | $37.2 萬 | 0.06% | −5,128−36.3% | 減碼 |
| Tranquilli Financial Advisor LLC | 8,994 | $37.1 萬 | 0.28% | +1,791+24.9% | 加碼 |
| Royal Fund Management, LLC | 8,978 | $37.1 萬 | 0.06% | +42+0.5% | 加碼 |
| Monticello Wealth Management, LLC | 8,976 | $37.1 萬 | 0.04% | +20.0% | 加碼 |
| Titleist Asset Management, Ltd. | 8,973 | $37.1 萬 | 0.09% | −2,669−22.9% | 減碼 |
| X-Square Capital, LLC | 8,956 | $37.0 萬 | 0.21% | −732−7.6% | 減碼 |
| Mycio Wealth Partners, LLC | 8,949 | $37.0 萬 | 0.12% | 00.0% | 不變 |
| MKT Advisors LLC | 8,643 | $36.9 萬 | 0.28% | +188+2.2% | 加碼 |
| 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 |
| Vicus Capital | 8,906 | $36.8 萬 | 0.04% | −642−6.7% | 減碼 |
| Sweet Financial Partners, LLC | 8,885 | $36.7 萬 | 0.11% | +40+0.5% | 加碼 |
| Altfest L J & Co Inc | 8,870 | $36.6 萬 | 0.06% | −37−0.4% | 減碼 |
| River Wealth Advisors LLC | 8,857 | $36.6 萬 | 0.07% | −191−2.1% | 減碼 |
| Waddell & Associates, LLC | 8,854 | $36.6 萬 | 0.06% | +1,593+21.9% | 加碼 |
| Pacifica Capital Investments, LLC | 8,835 | $36.5 萬 | 0.12% | −3,000−25.3% | 減碼 |
| Campion Asset Management LLC | 8,825 | $36.4 萬 | 0.36% | −610−6.5% | 減碼 |
| Bordeaux Wealth Advisors LLC | 8,816 | $36.4 萬 | 0.20% | +37+0.4% | 加碼 |
| Manchester Capital Management LLC | 8,810 | $36.4 萬 | 0.05% | −523−5.6% | 減碼 |
| First National Bank | 8,794 | $36.3 萬 | 0.30% | −133−1.5% | 減碼 |
| Lyell Wealth Management, LP | 8,785 | $36.3 萬 | 0.06% | −291−3.2% | 減碼 |
| Cim Investment Mangement Inc | 8,771 | $36.2 萬 | 0.14% | −247−2.7% | 減碼 |
| Field & Main Bank | 8,729 | $36.0 萬 | 0.23% | +395+4.7% | 加碼 |
| L2 Asset Management, LLC | 8,702 | $35.9 萬 | 0.23% | +1,116+14.7% | 加碼 |
| Financial Engines Advisors L.L.C. | 8,672 | $35.8 萬 | 0.00% | +84+1.0% | 加碼 |
| Integrated Investment Consultants, LLC | 8,672 | $35.8 萬 | 0.12% | +3,107+55.8% | 加碼 |
| Arete Wealth Advisors, LLC | 8,663 | $35.8 萬 | 0.03% | −2,710−23.8% | 減碼 |
| S.A. Mason LLC | 8,636 | $35.7 萬 | 0.27% | −500−5.5% | 減碼 |
| Van Strum & Towne Inc. | 8,564 | $35.4 萬 | 0.15% | +2,000+30.5% | 加碼 |
| Schulhoff & Co Inc | 8,532 | $35.2 萬 | 0.16% | +20.0% | 加碼 |
| Heritage Investors Management Corp | 8,534 | $35.2 萬 | 0.02% | −556−6.1% | 減碼 |
| Bollard Group LLC | 8,470 | $35.0 萬 | 0.01% | 00.0% | 不變 |
| Zacks Investment Management | 8,470 | $35.0 萬 | 0.00% | −544−6.0% | 減碼 |
| Sawgrass Asset Management LLC | 8,440 | $34.8 萬 | 0.05% | −25−0.3% | 減碼 |
| Plante Moran Financial Advisors, LLC | 8,404 | $34.7 萬 | 0.05% | −230−2.7% | 減碼 |
| Nichols & Pratt Advisers LLP | 8,400 | $34.7 萬 | 0.03% | 00.0% | 不變 |
| Callan Capital, LLC | 8,384 | $34.6 萬 | 0.04% | +8,384 | 新進 |
| Alpha Financial Advisors, LLC | 8,357 | $34.5 萬 | 0.30% | +8,357 | 新進 |
| Summit Asset Management, LLC | 8,320 | $34.4 萬 | 0.10% | −3,530−29.8% | 減碼 |
| Evermay Wealth Management LLC | 8,304 | $34.3 萬 | 0.07% | 00.0% | 不變 |
| Cohen Capital Management, Inc. | 8,274 | $34.2 萬 | 0.07% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 8,196 | $33.8 萬 | 0.08% | +817+11.1% | 加碼 |
| Astoria Portfolio Advisors LLC. | 7,697 | $33.8 萬 | 0.16% | −549−6.7% | 減碼 |