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 |
|---|---|---|---|---|---|
| Norway Savings Bank | 4,222 | $17.4 萬 | 0.09% | +72+1.7% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 4,214 | $17.4 萬 | 0.06% | +4,214 | 新進 |
| Heritage Wealth Advisors | 4,208 | $17.4 萬 | 0.01% | −285−6.3% | 減碼 |
| JJJ Advisors Inc. | 4,053 | $17.4 萬 | 0.05% | −555−12.0% | 減碼 |
| Trustcore Financial Services, LLC | 4,184 | $17.3 萬 | 0.02% | −38−0.9% | 減碼 |
| Community Bank, N.A. | 4,125 | $17.0 萬 | 0.02% | +1,794+77.0% | 加碼 |
| Riverview Trust Co | 3,974 | $16.4 萬 | 0.16% | +2,190+122.8% | 加碼 |
| Eagle Bay Advisors LLC | 3,956 | $16.3 萬 | 0.09% | +665+20.2% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 3,935 | $16.2 萬 | 0.05% | 00.0% | 不變 |
| Bangor Savings Bank | 3,923 | $16.2 萬 | 0.02% | −950−19.5% | 減碼 |
| Tompkins Financial Corp | 3,820 | $15.8 萬 | 0.02% | 00.0% | 不變 |
| Affiance Financial, LLC | 3,786 | $15.6 萬 | 0.06% | +3,786 | 新進 |
| Sutton Wealth Advisors Inc. | 3,777 | $15.6 萬 | 0.06% | +292+8.4% | 加碼 |
| CoreCap Advisors, LLC | 3,733 | $15.4 萬 | 0.01% | +3,733 | 新進 |
| Column Capital Advisors, LLC | 3,730 | $15.4 萬 | 0.03% | 00.0% | 不變 |
| Covestor Ltd | 3,733 | $15.4 萬 | 0.13% | −344−8.4% | 減碼 |
| West Oak Capital, LLC | 3,650 | $15.1 萬 | 0.08% | −500−12.0% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 3,634 | $15.0 萬 | 0.08% | −33−0.9% | 減碼 |
| Atticus Wealth Management, LLC | 3,550 | $14.7 萬 | 0.06% | −60−1.7% | 減碼 |
| Spartan Fund Management Inc. | 3,547 | $14.6 萬 | 0.05% | 00.0% | 不變 |
| Creative Financial Designs Inc | 3,523 | $14.5 萬 | 0.02% | −104−2.9% | 減碼 |
| Kistler-Tiffany Companies, LLC | 3,517 | $14.5 萬 | 0.03% | −545−13.4% | 減碼 |
| Y.D. More Investments Ltd | 3,500 | $14.5 萬 | 0.04% | +3,500 | 新進 |
| Boyd Watterson Asset Management LLC | 3,482 | $14.4 萬 | 0.06% | +3,482 | 新進 |
| Rosenberg Matthew Hamilton | 3,465 | $14.3 萬 | 0.05% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 3,000 | $13.3 萬 | 0.13% | +3,000 | 新進 |
| Powell Investment Advisors, LLC | 3,169 | $13.1 萬 | 0.08% | 00.0% | 不變 |
| Standard Family Office LLC | 3,140 | $13.0 萬 | 0.25% | −6,532−67.5% | 減碼 |
| Clean Yield Group | 3,091 | $12.8 萬 | 0.05% | +243+8.5% | 加碼 |
| Acropolis Investment Management, LLC | 3,071 | $12.7 萬 | 0.01% | −195−6.0% | 減碼 |
| SRS Capital Advisors, Inc. | 3,046 | $12.6 萬 | 0.02% | −2,256−42.5% | 減碼 |
| Gyon Technologies Capital Management, LP | 2,994 | $12.4 萬 | 0.05% | −146,261−98.0% | 減碼 |
| American National Bank | 2,915 | $12.0 萬 | 0.02% | +1,089+59.6% | 加碼 |
| Register Financial Advisors LLC | 2,879 | $11.9 萬 | 0.08% | +2,879 | 新進 |
| Aua Capital Management, LLC | 2,810 | $11.6 萬 | 0.08% | 00.0% | 不變 |
| Hoese & Co LLP | 2,374 | $11.4 萬 | 0.12% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 2,758 | $11.4 萬 | 0.03% | +1,837+199.5% | 加碼 |
| Clear Investment Research, LLC | 2,734 | $11.3 萬 | 0.22% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 2,693 | $11.1 萬 | 0.09% | −1,061−28.3% | 減碼 |
| Prestige Wealth Management Group LLC | 2,655 | $11.0 萬 | 0.03% | +126+5.0% | 加碼 |
| Pathway Financial Advisers, LLC | 2,629 | $10.9 萬 | 0.04% | +2,629 | 新進 |
| Missouri Trust & Investment Co | 2,605 | $10.8 萬 | 0.06% | +165+6.8% | 加碼 |
| Farther Finance Advisors, LLC | 2,608 | $10.8 萬 | 0.04% | +2,608 | 新進 |
| Acima Private Wealth, LLC | 2,572 | $10.6 萬 | 0.05% | 00.0% | 不變 |
| GeoWealth Management, LLC | 2,503 | $10.4 萬 | 0.01% | +64+2.6% | 加碼 |
| Larson Financial Group LLC | 2,515 | $10.4 萬 | 0.01% | −157−5.9% | 減碼 |
| Islay Capital Management, LLC | 2,500 | $10.3 萬 | 0.12% | 00.0% | 不變 |
| First Personal Financial Services | 2,489 | $10.3 萬 | 0.03% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 2,438 | $10.1 萬 | 0.03% | −813−25.0% | 減碼 |
| CNB Bank | 2,416 | $9.98 萬 | 0.06% | 00.0% | 不變 |
| DB Wealth Management Group, LLC | 2,410 | $9.95 萬 | 0.06% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 2,396 | $9.89 萬 | 0.01% | −1,000−29.4% | 減碼 |
| West Paces Advisors Inc. | 2,385 | $9.85 萬 | 0.03% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,373 | $9.80 萬 | 0.01% | −267−10.1% | 減碼 |
| BOK Financial Private Wealth, Inc. | 2,367 | $9.77 萬 | 0.01% | −87−3.5% | 減碼 |
| Core Alternative Capital | 2,362 | $9.75 萬 | 0.01% | −209−8.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 2,330 | $9.60 萬 | 0.02% | +622+36.4% | 加碼 |
| Colonial Trust Co | 2,260 | $9.33 萬 | 0.03% | −54−2.3% | 減碼 |
| Exos TFP Holdings LLC | 2,247 | $9.28 萬 | 0.03% | −133−5.6% | 減碼 |
| Armstrong Advisory Group, Inc | 2,233 | $9.22 萬 | 0.01% | +2,233 | 新進 |
| First Financial Corp | 2,210 | $9.13 萬 | 0.06% | 00.0% | 不變 |
| First Community Trust NA | 2,213 | $9.10 萬 | 0.11% | 00.0% | 不變 |
| KB Financial Partners, LLC | 2,194 | $9.10 萬 | 0.03% | +131+6.3% | 加碼 |
| Financial Perspectives, Inc | 2,193 | $9.06 萬 | 0.05% | +5+0.2% | 加碼 |
| Madden Securities Corp | 2,188 | $9.03 萬 | 0.05% | +2,188 | 新進 |
| Tyler-Stone Wealth Management | 2,148 | $8.90 萬 | 0.06% | +150+7.5% | 加碼 |
| Sargent Bickham Lagudis LLC | 2,145 | $8.85 萬 | 0.01% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 2,135 | $8.82 萬 | 0.00% | +735+52.5% | 加碼 |
| St Germain D J Co Inc | 298,777 | $8.55 萬 | 0.03% | +830.0% | 加碼 |
| Atlas Capital Advisors LLC | 2,061 | $8.51 萬 | 0.01% | −1,050−33.8% | 減碼 |
| Global Financial Private Client, LLC | 2,021 | $8.34 萬 | 0.05% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 2,000 | $8.26 萬 | 0.04% | 00.0% | 不變 |
| Towerpoint Wealth, LLC | 29,462 | $8.23 萬 | 0.05% | 00.0% | 不變 |
| Kessler Investment Group, LLC | 1,919 | $7.90 萬 | 0.08% | −542−22.0% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $7.90 萬 | 0.01% | 00.0% | 不變 |
| Laffer Tengler Investments | 1,903 | $7.86 萬 | 0.02% | 00.0% | 不變 |
| WFA of San Diego, LLC | 1,900 | $7.85 萬 | 0.06% | +1,900 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 1,851 | $7.64 萬 | 0.04% | 00.0% | 不變 |
| Godsey & Gibb Associates | 1,805 | $7.45 萬 | 0.01% | +1,805 | 新進 |
| Gables Capital Management Inc. | 1,800 | $7.43 萬 | 0.05% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 1,785 | $7.40 萬 | 0.01% | 00.0% | 不變 |
| Adirondack Trust Co | 1,779 | $7.35 萬 | 0.04% | −766−30.1% | 減碼 |
| Winch Advisory Services, LLC | 1,764 | $7.30 萬 | 0.03% | +11+0.6% | 加碼 |
| Earnest Partners LLC | 1,761 | $7.27 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Holdings, LLC | 1,732 | $7.15 萬 | 0.03% | +1,732 | 新進 |
| SOA Wealth Advisors, LLC. | 1,718 | $7.09 萬 | 0.02% | 00.0% | 不變 |
| Pacifica Partners Inc. | 1,710 | $7.02 萬 | 0.05% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 1,614 | $6.84 萬 | 0.03% | +1,614 | 新進 |
| Bay Harbor Wealth Management, LLC | 1,642 | $6.80 萬 | 0.03% | −6−0.4% | 減碼 |
| Bogart Wealth, LLC | 1,624 | $6.71 萬 | 0.00% | −205−11.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,620 | $6.70 萬 | 0.00% | +22+1.4% | 加碼 |
| Key Financial Inc | 1,657 | $6.66 萬 | 0.03% | 00.0% | 不變 |
| Accel Wealth Management | 1,603 | $6.62 萬 | 0.03% | +122+8.2% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,576 | $6.50 萬 | 0.04% | −190−10.8% | 減碼 |
| SJS Investment Consulting Inc. | 1,571 | $6.49 萬 | 0.02% | +98+6.7% | 加碼 |
| Optimum Investment Advisors | 1,503 | $6.21 萬 | 0.03% | −1,000−40.0% | 減碼 |
| Annapolis Financial Services, LLC | 1,485 | $6.13 萬 | 0.02% | +2+0.1% | 加碼 |
| Lumature Wealth Partners, LLC | 1,479 | $6.11 萬 | 0.03% | −270−15.4% | 減碼 |
| Beacon Capital Management, LLC | 1,466 | $6.06 萬 | 0.02% | +6+0.4% | 加碼 |
| Archer Investment Corp | 1,466 | $6.05 萬 | 0.02% | +675+85.3% | 加碼 |