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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 56,325 | $232.6 萬 | 0.10% | +386+0.7% | 加碼 |
| Baader Bank INC | 55,914 | $230.9 萬 | 0.21% | 00.0% | 不變 |
| SOL Capital Management CO | 55,568 | $229.4 萬 | 0.41% | −250−0.4% | 減碼 |
| Aquatic Capital Management LLC | 55,300 | $228.4 萬 | 0.17% | +55,300 | 新進 |
| Mitchell Sinkler & Starr | 55,125 | $227.6 萬 | 0.73% | −4,318−7.3% | 減碼 |
| Clearstead Advisors, LLC | 55,016 | $227.2 萬 | 0.18% | −810−1.5% | 減碼 |
| Legato Capital Management LLC | 54,661 | $225.7 萬 | 0.43% | +54,661 | 新進 |
| NBW Capital LLC | 54,363 | $224.5 萬 | 0.57% | −49,768−47.8% | 減碼 |
| SYSTM Wealth Solutions LLC | 54,229 | $223.9 萬 | 0.28% | +54,229 | 新進 |
| Walter & Keenan Financial Consulting Co | 54,107 | $223.4 萬 | 0.88% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 53,915 | $222.6 萬 | 0.02% | −1,384−2.5% | 減碼 |
| DoubleLine ETF Adviser LP | 53,739 | $221.9 萬 | 1.14% | +53,739 | 新進 |
| Kestra Private Wealth Services, LLC | 53,623 | $221.4 萬 | 0.11% | −5,429−9.2% | 減碼 |
| Winning Points Advisors, LLC | 53,006 | $218.9 萬 | 2.79% | −4,950−8.5% | 減碼 |
| Private Asset Management Inc | 52,932 | $218.6 萬 | 0.37% | +527+1.0% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 52,330 | $216.1 萬 | 0.04% | −524−1.0% | 減碼 |
| Hennessy Advisors Inc | 52,000 | $214.7 萬 | 0.14% | −4,000−7.1% | 減碼 |
| Quantinno Capital Management LP | 51,923 | $214.4 萬 | 0.16% | −1,501−2.8% | 減碼 |
| London Co of Virginia | 51,558 | $212.9 萬 | 0.01% | −76−0.1% | 減碼 |
| WCG Wealth Advisors LLC | 51,500 | $212.6 萬 | 0.29% | +6,548+14.6% | 加碼 |
| Aft, Forsyth & Sober, LLC | 51,500 | $212.6 萬 | 0.96% | 00.0% | 不變 |
| Associated Banc-Corp | 51,149 | $211.2 萬 | 0.09% | −1,127−2.2% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 51,126 | $211.1 萬 | 0.63% | −77−0.2% | 減碼 |
| One River Asset Management, LLC | 51,028 | $210.9 萬 | 1.45% | +51,028 | 新進 |
| Capital Investment Counsel, Inc | 50,845 | $209.9 萬 | 0.50% | +3,966+8.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 50,605 | $208.9 萬 | 0.04% | −273−0.5% | 減碼 |
| Silvant Capital Management LLC | 50,528 | $208.6 萬 | 0.15% | +955+1.9% | 加碼 |
| White Pine Capital LLC | 50,270 | $207.6 萬 | 0.81% | +4,565+10.0% | 加碼 |
| HM Payson & Co | 50,204 | $207.3 萬 | 0.05% | −90.0% | 減碼 |
| Hyman Charles D | 50,080 | $206.8 萬 | 0.14% | −651−1.3% | 減碼 |
| Iat Reinsurance Co Ltd. | 50,000 | $206.4 萬 | 0.41% | 00.0% | 不變 |
| Qtron Investments LLC | 49,515 | $204.4 萬 | 0.43% | +1,934+4.1% | 加碼 |
| Blackhawk Capital Partners LLC. | 49,392 | $203.9 萬 | 1.59% | −1,242−2.5% | 減碼 |
| Geneos Wealth Management Inc. | 49,275 | $203.5 萬 | 0.12% | −408−0.8% | 減碼 |
| Shayne & Co., LLC | 49,239 | $203.3 萬 | 1.13% | +586+1.2% | 加碼 |
| LGT Group Foundation | 49,089 | $202.7 萬 | 0.06% | +2,737+5.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,076 | $202.6 萬 | 0.15% | −121−0.2% | 減碼 |
| Wesbanco Bank Inc | 48,936 | $202.0 萬 | 0.09% | +8,061+19.7% | 加碼 |
| Lakeview Capital Partners, LLC | 43,540 | $201.5 萬 | 0.64% | +7,544+21.0% | 加碼 |
| Global Frontier Investments LLC | 48,661 | $200.9 萬 | 0.88% | +48,661 | 新進 |
| Bank Pictet & Cie (Asia) Ltd | 48,476 | $200.2 萬 | 0.72% | +5,042+11.6% | 加碼 |
| Resources Investment Advisors, LLC. | 48,271 | $199.3 萬 | 0.06% | +1,316+2.8% | 加碼 |
| Pring Turner Capital Group Inc | 48,051 | $198.4 萬 | 2.16% | −5,642−10.5% | 減碼 |
| Foster Group, Inc. | 47,930 | $197.9 萬 | 0.15% | −440−0.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 47,919 | $197.9 萬 | 0.10% | −4,074−7.8% | 減碼 |
| Meeder Advisory Services, Inc. | 47,867 | $197.6 萬 | 0.25% | +47,867 | 新進 |
| Zeke Capital Advisors, LLC | 47,737 | $197.1 萬 | 0.13% | −2,563−5.1% | 減碼 |
| Somerset Group LLC | 47,629 | $196.7 萬 | 1.73% | −218−0.5% | 減碼 |
| GQG Partners LLC | 47,292 | $195.3 萬 | 0.01% | +47,292 | 新進 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 47,255 | $195.1 萬 | 0.77% | −165−0.3% | 減碼 |
| KG&L Capital Management,LLC | 47,135 | $194.6 萬 | 1.12% | +5,461+13.1% | 加碼 |
| Cigna Investments Inc | 47,090 | $194.5 萬 | 0.41% | +339+0.7% | 加碼 |
| Marks Group Wealth Management, Inc | 46,476 | $191.9 萬 | 0.26% | +4,808+11.5% | 加碼 |
| Crestwood Advisors Group LLC | 46,437 | $191.7 萬 | 0.07% | −12,371−21.0% | 減碼 |
| TBH Global Asset Management, LLC | 46,336 | $191.3 萬 | 0.47% | −3,550−7.1% | 減碼 |
| Bank of Stockton | 46,180 | $190.7 萬 | 0.67% | −235−0.5% | 減碼 |
| Paradigm Asset Management Co LLC | 46,052 | $190.1 萬 | 0.53% | −33,600−42.2% | 減碼 |
| Union Heritage Capital, LLC | 45,970 | $189.8 萬 | 1.16% | 00.0% | 不變 |
| Mark Stevens | 45,782 | $189.0 萬 | 0.25% | −203−0.4% | 減碼 |
| Xcel Wealth Management, LLC | 45,673 | $188.6 萬 | 0.74% | −4,000−8.1% | 減碼 |
| Trust Asset Management LLC | 45,629 | $188.4 萬 | 0.23% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 45,538 | $188.0 萬 | 0.04% | −22,889−33.5% | 減碼 |
| Haverford Trust Co | 45,454 | $187.7 萬 | 0.02% | −7,729−14.5% | 減碼 |
| PFS Investments Inc. | 45,029 | $185.9 萬 | 0.03% | +1,450+3.3% | 加碼 |
| Pavion Blue Capital, LLC | 45,005 | $185.8 萬 | 1.19% | −774−1.7% | 減碼 |
| Timelo Investment Management Inc. | 45,000 | $185.8 萬 | 1.83% | +45,000 | 新進 |
| Azimuth Capital Investment Management LLC | 44,990 | $185.8 萬 | 0.09% | −3,300−6.8% | 減碼 |
| Private Management Group Inc | 44,952 | $185.6 萬 | 0.08% | −2,950−6.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 44,692 | $184.5 萬 | 0.18% | −964−2.1% | 減碼 |
| Franklin Street Advisors Inc | 44,460 | $183.6 萬 | 0.17% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 44,386 | $182.9 萬 | 0.18% | −193−0.4% | 減碼 |
| 3Chopt Investment Partners, LLC | 44,192 | $182.5 萬 | 1.00% | +44,192 | 新進 |
| Park Avenue Securities LLC | 44,113 | $182.1 萬 | 0.03% | −996−2.2% | 減碼 |
| Equitable Holdings, Inc. | 44,089 | $182.0 萬 | 0.03% | +20,106+83.8% | 加碼 |
| Buckingham Strategic Wealth, LLC | 43,566 | $179.9 萬 | 0.03% | −69−0.2% | 減碼 |
| HB Wealth Management, LLC | 43,347 | $179.0 萬 | 0.03% | −1,758−3.9% | 減碼 |
| AMG National Trust Bank | 43,277 | $178.7 萬 | 0.06% | +3,340+8.4% | 加碼 |
| TKG Advisors, LLC | 42,978 | $177.5 萬 | 1.17% | +42,978 | 新進 |
| Orion Portfolio Solutions, LLC | 42,639 | $176.1 萬 | 0.06% | +4,110+10.7% | 加碼 |
| Rocky Mountain Advisers, LLC | 42,575 | $175.8 萬 | 0.98% | −1,300−3.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 42,535 | $175.6 萬 | 0.20% | −12,571−22.8% | 減碼 |
| Cohen Investment Advisors LLC | 42,529 | $175.6 萬 | 1.46% | −302−0.7% | 減碼 |
| United Asset Strategies, Inc. | 42,528 | $175.6 萬 | 0.24% | −499−1.2% | 減碼 |
| Jupiter Wealth Management LLC | 42,487 | $175.4 萬 | 1.70% | −5,000−10.5% | 減碼 |
| Avidian Wealth Solutions, LLC | 42,459 | $175.3 萬 | 0.11% | +2,111+5.2% | 加碼 |
| Gs Investments, Inc. | 42,400 | $175.1 萬 | 1.08% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 42,261 | $174.5 萬 | 0.21% | −1,271−2.9% | 減碼 |
| WealthPLAN Partners, LLC | 35,767 | $173.5 萬 | 0.12% | +35,767 | 新進 |
| Fund Management at Engine No. 1 LLC | 41,946 | $173.2 萬 | 0.42% | +5,474+15.0% | 加碼 |
| Stonegate Investment Group, LLC | 41,895 | $173.0 萬 | 0.07% | −2,743−6.1% | 減碼 |
| Hendershot Investments Inc. | 41,791 | $172.6 萬 | 0.29% | −6,510−13.5% | 減碼 |
| Apollon Wealth Management, LLC | 41,781 | $172.5 萬 | 0.12% | −1,124−2.6% | 減碼 |
| WealthPlan Investment Management, LLC | 35,767 | $172.1 萬 | 0.12% | +32+0.1% | 加碼 |
| Triangle Securities Wealth Management | 41,643 | $171.9 萬 | 0.63% | −213−0.5% | 減碼 |
| Mach-1 Financial Group, Inc. | 41,551 | $171.6 萬 | 0.80% | +38,172+1,129.7% | 加碼 |
| Meridian Wealth Partners, LLC | 41,535 | $171.5 萬 | 0.40% | +263+0.6% | 加碼 |
| Global Retirement Partners, LLC | 41,505 | $171.4 萬 | 0.12% | +1,293+3.2% | 加碼 |
| Lincoln National Corp | 41,097 | $169.7 萬 | 0.04% | +231+0.6% | 加碼 |
| Avestar Capital, LLC | 40,941 | $169.0 萬 | 0.36% | +628+1.6% | 加碼 |
| Hollow Brook Wealth Management LLC | 40,844 | $168.6 萬 | 0.81% | +657+1.6% | 加碼 |