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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 202,379 | $835.6 萬 | 0.58% | −1,028−0.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 201,284 | $831.1 萬 | 0.05% | +22,964+12.9% | 加碼 |
| Live Oak Private Wealth LLC | 200,876 | $829.4 萬 | 1.72% | +1,237+0.6% | 加碼 |
| Alberta Investment Management Corp | 200,000 | $825.8 萬 | 0.07% | −82,082−29.1% | 減碼 |
| Price Jennifer C. | 200,000 | $825.8 萬 | 1.97% | 00.0% | 不變 |
| Engineers Gate Manager LP | 199,936 | $825.5 萬 | 0.50% | +177,816+803.9% | 加碼 |
| Commerce Bank | 199,345 | $823.1 萬 | 0.07% | −1,518−0.8% | 減碼 |
| Perpetual Investment Management Ltd | 196,228 | $810.2 萬 | 0.97% | +28,170+16.8% | 加碼 |
| Wealthsource Partners, LLC | 195,400 | $806.8 萬 | 0.57% | −432−0.2% | 減碼 |
| Raymond James Trust N.A. | 190,251 | $785.5 萬 | 0.26% | +232+0.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 256,903 | $781.8 萬 | 0.03% | −563−0.2% | 減碼 |
| Salzhauer Michael | 189,343 | $781.8 萬 | 4.72% | +3,100+1.7% | 加碼 |
| Vestcor Inc | 188,972 | $780.3 萬 | 0.29% | +669+0.4% | 加碼 |
| Consilium Wealth Advisory, LLC | 188,121 | $776.8 萬 | 6.62% | −5,773−3.0% | 減碼 |
| Adams Asset Advisors, LLC | 186,766 | $771.2 萬 | 1.03% | −602−0.3% | 減碼 |
| Norinchukin Bank, The | 185,804 | $767.2 萬 | 0.17% | −48,912−20.8% | 減碼 |
| La Banque Postale Asset Management SA | 185,157 | $764.5 萬 | 0.22% | +185,157 | 新進 |
| Sit Investment Associates Inc | 183,300 | $756.8 萬 | 0.21% | −45,325−19.8% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 183,129 | $756.1 萬 | 0.18% | +146,026+393.6% | 加碼 |
| Olstein Capital Management, L.P. | 182,000 | $751.5 萬 | 1.18% | +5,000+2.8% | 加碼 |
| Laurion Capital Management LP | 181,973 | $751.4 萬 | 0.21% | +181,497+38,129.6% | 加碼 |
| New Mexico Educational Retirement Board | 181,916 | $751.1 萬 | 0.40% | −11,900−6.1% | 減碼 |
| Allied Investment Advisors, LLC | 180,366 | $744.7 萬 | 2.33% | −237−0.1% | 減碼 |
| Maltese Capital Management LLC | 180,000 | $743.2 萬 | 2.07% | +25,000+16.1% | 加碼 |
| Alpha Cubed Investments, LLC | 176,029 | $726.8 萬 | 0.55% | −20,609−10.5% | 減碼 |
| Bridges Investment Management Inc | 175,430 | $724.4 萬 | 0.27% | −147,678−45.7% | 減碼 |
| Rothschild & Co Wealth Management UK Ltd | 173,643 | $717.0 萬 | 0.16% | +313+0.2% | 加碼 |
| Vontobel Holding Ltd. | 171,446 | $705.0 萬 | 0.07% | +7,980+4.9% | 加碼 |
| New England Asset Management Inc | 169,922 | $701.6 萬 | 0.13% | 00.0% | 不變 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 169,510 | $699.9 萬 | 5.42% | 00.0% | 不變 |
| Verition Fund Management LLC | 168,945 | $697.6 萬 | 0.14% | −185,063−52.3% | 減碼 |
| Cynosure Management, LLC | 168,107 | $694.1 萬 | 7.20% | 00.0% | 不變 |
| Jarislowsky, Fraser Ltd | 167,647 | $692.2 萬 | 0.05% | −3,269−1.9% | 減碼 |
| Stableford Capital II LLC | 162,954 | $690.8 萬 | 3.74% | −1,527−0.9% | 減碼 |
| Grassi Investment Management | 166,916 | $689.2 萬 | 0.93% | −2,172−1.3% | 減碼 |
| Interval Partners, LP | 166,807 | $688.7 萬 | 0.55% | −447,922−72.9% | 減碼 |
| Quantbot Technologies LP | 164,906 | $680.9 萬 | 0.49% | +139,019+537.0% | 加碼 |
| Freestone Capital Holdings, LLC | 164,773 | $680.3 萬 | 0.31% | −431−0.3% | 減碼 |
| Acadian Asset Management LLC | 164,392 | $678.5 萬 | 0.03% | +104,365+173.9% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 158,703 | $678.3 萬 | 0.51% | +158,703 | 新進 |
| NorthCrest Asset Manangement, LLC | 164,132 | $677.7 萬 | 0.38% | −723−0.4% | 減碼 |
| TownSquare Capital, LLC | 162,962 | $672.9 萬 | 0.17% | +11,372+7.5% | 加碼 |
| Fragasso Group Inc. | 161,689 | $667.6 萬 | 0.77% | +9,861+6.5% | 加碼 |
| Clayton Partners LLC | 160,395 | $662.3 萬 | 6.27% | +21,532+15.5% | 加碼 |
| Picton Mahoney Asset Management | 159,630 | $659.1 萬 | 0.34% | −1,570−1.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 158,120 | $652.9 萬 | 0.64% | +170.0% | 加碼 |
| Atria Investments LLC | 156,755 | $647.2 萬 | 0.13% | −10,250−6.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 154,061 | $636.1 萬 | 0.12% | +28,064+22.3% | 加碼 |
| Highland Capital Management, LLC | 153,798 | $635.0 萬 | 0.45% | −467−0.3% | 減碼 |
| BTC Capital Management, Inc. | 150,841 | $631.1 萬 | 0.76% | −5,453−3.5% | 減碼 |
| Itau Unibanco Holding S.A. | 152,516 | $630.3 萬 | 0.26% | +147,629+3,020.9% | 加碼 |
| Sowell Financial Services LLC | 152,018 | $627.7 萬 | 0.41% | +27,554+22.1% | 加碼 |
| Poehling Capital Management, LLC | 151,851 | $627.0 萬 | 2.35% | +851+0.6% | 加碼 |
| Ally Financial Inc. | 150,000 | $619.4 萬 | 0.97% | 00.0% | 不變 |
| Sicart Associates LLC | 148,418 | $612.8 萬 | 2.16% | −1,554−1.0% | 減碼 |
| Lido Advisors, LLC | 146,436 | $604.6 萬 | 0.11% | −50,374−25.6% | 減碼 |
| Monte Financial Group, LLC | 144,502 | $596.6 萬 | 3.07% | +2,392+1.7% | 加碼 |
| BerganKDV Wealth Management, LLC | 143,656 | $593.2 萬 | 0.64% | −269−0.2% | 減碼 |
| Tufton Capital Management | 143,443 | $592.3 萬 | 1.30% | −370−0.3% | 減碼 |
| Beacon Financial Group | 142,486 | $591.0 萬 | 0.81% | −5,371−3.6% | 減碼 |
| Wellington Management Group LLP | 142,867 | $589.9 萬 | 0.00% | −597,367−80.7% | 減碼 |
| Waycross Partners, LLC | 142,287 | $587.5 萬 | 2.13% | +54,138+61.4% | 加碼 |
| JustInvest LLC | 142,052 | $586.5 萬 | 0.24% | −13,010−8.4% | 減碼 |
| Gibraltar Capital Management, Inc. | 141,966 | $586.2 萬 | 2.77% | +523+0.4% | 加碼 |
| Allstate Corp | 141,846 | $585.7 萬 | 0.18% | +1,745+1.2% | 加碼 |
| Allstate Investment Management Co | 141,846 | $585.7 萬 | 0.18% | +141,846 | 新進 |
| CSM Advisors, LLC | 141,525 | $584.2 萬 | 0.56% | +2,330+1.7% | 加碼 |
| Baker Tilly Wealth Management, LLC | 140,342 | $579.5 萬 | 0.71% | +280+0.2% | 加碼 |
| Kovitz Investment Group Partners, LLC | 140,111 | $578.5 萬 | 0.11% | +133,173+1,919.5% | 加碼 |
| United Services Automobile Association | 139,965 | $577.8 萬 | 0.13% | −6,741−4.6% | 減碼 |
| Gofen & Glossberg LLC | 139,326 | $575.3 萬 | 0.15% | −1,076−0.8% | 減碼 |
| DCM Advisors, LLC | 138,865 | $573.4 萬 | 2.78% | +65,258+88.7% | 加碼 |
| Whittier Trust Co | 138,208 | $570.7 萬 | 0.11% | −172−0.1% | 減碼 |
| Blume Capital Management, Inc. | 137,523 | $567.8 萬 | 1.92% | −186−0.1% | 減碼 |
| tru Independence LLC | 136,182 | $562.3 萬 | 1.82% | +1,519+1.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 135,931 | $561.3 萬 | 0.49% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 135,626 | $560.0 萬 | 0.07% | −21,645−13.8% | 減碼 |
| Castleark Management LLC | 134,700 | $556.2 萬 | 0.29% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 130,101 | $554.6 萬 | 0.22% | −1,766−1.3% | 減碼 |
| Wolverine Asset Management LLC | 133,227 | $550.1 萬 | 0.08% | +133,227 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 133,009 | $549.2 萬 | 1.62% | −2,664−2.0% | 減碼 |
| Baxter Bros Inc | 132,274 | $546.2 萬 | 0.90% | −1,643−1.2% | 減碼 |
| Estabrook Capital Management | 132,205 | $545.9 萬 | 0.94% | −2,884−2.1% | 減碼 |
| Institutional & Family Asset Management, LLC | 132,128 | $545.6 萬 | 0.91% | −352−0.3% | 減碼 |
| Pinnacle Associates Ltd | 131,436 | $542.7 萬 | 0.12% | −3,898−2.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 130,840 | $540.2 萬 | 0.56% | +27,533+26.7% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 130,080 | $537.1 萬 | 0.35% | +5,500+4.4% | 加碼 |
| Red Cedar Capital, LLC | 129,200 | $533.5 萬 | 3.38% | 00.0% | 不變 |
| River & Mercantile Asset Management LLP | 128,909 | $532.3 萬 | 1.14% | +8,348+6.9% | 加碼 |
| Uncommon Cents Investing LLC | 128,204 | $529.8 萬 | 1.95% | +970+0.8% | 加碼 |
| Boenning & Scattergood, Inc. | 108,757 | $527.0 萬 | 0.85% | +2,228+2.1% | 加碼 |
| Chartwell Investment Partners, LLC | 127,060 | $524.6 萬 | 0.21% | −19,765−13.5% | 減碼 |
| First National Bank of Omaha | 125,502 | $518.2 萬 | 0.32% | +11,614+10.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 122,744 | $506.8 萬 | 0.13% | +27,094+28.3% | 加碼 |
| Chesley Taft & Associates LLC | 122,100 | $504.2 萬 | 0.35% | +1,330+1.1% | 加碼 |
| Perigon Wealth Management, LLC | 121,885 | $503.3 萬 | 0.31% | +17,231+16.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 121,829 | $503.0 萬 | 0.63% | +74,361+156.7% | 加碼 |
| Ieq Capital, LLC | 121,829 | $503.0 萬 | 0.14% | +3,163+2.7% | 加碼 |
| Harspring Capital Management, LLC | 120,000 | $495.5 萬 | 1.28% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 119,429 | $493.1 萬 | 0.13% | −21,453−15.2% | 減碼 |