Walmart Inc.
WMT- 交易所
- Nasdaq
- 產業
- Retail-Variety Stores
- SEC CIK
- 0000104169
近 90 天，Walmart Inc. 內部人申報 0 筆公開市場買進、8 筆賣出；2026 年第 2 季末有 4,427 家機構在 13F 申報持有，市值合計 $3,361 億；蓋茲基金會信託、索羅斯基金管理等 4 位大師持有。
2021 年第 3 季 13F 持有人
Walmart Inc. 在 2021/9/30 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
- 2,489
- 較 2021 年第 2 季 +25 家
- 持有股數
- 8.76 億
- 較 2021 年第 2 季 +1,321 萬 (+1.5%)
- 總市值
- $1,221 億
- 較 2021 年第 2 季 +$6.21 億 (+0.5%)
- 新進機構
- 137
- 另有 1,175 家加碼
- 清倉機構
- 112
- 另有 883 家減碼
另有 37 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 WMT 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 | 4,427 | $3,361 億 |
| 2026 年第 1 季 | 4,468 | $3,600 億 |
| 2025 年第 4 季 | 4,415 | $3,256 億 |
| 2025 年第 3 季 | 4,030 | $2,888 億 |
| 2025 年第 2 季 | 3,976 | $2,757 億 |
| 2025 年第 1 季 | 3,882 | $2,476 億 |
| 2024 年第 4 季 | 3,920 | $2,553 億 |
| 2024 年第 3 季 | 3,464 | $2,251 億 |
| 2024 年第 2 季 | 3,320 | $1,886 億 |
| 2024 年第 1 季 | 3,211 | $1,665 億 |
| 2023 年第 4 季 | 3,090 | $1,451 億 |
| 2023 年第 3 季 | 2,930 | $1,472 億 |
| 2023 年第 2 季 | 2,882 | $1,430 億 |
| 2023 年第 1 季 | 2,858 | $1,311 億 |
| 2022 年第 4 季 | 2,813 | $1,236 億 |
| 2022 年第 3 季 | 2,608 | $1,127 億 |
| 2022 年第 2 季 | 2,626 | $1,063 億 |
| 2022 年第 1 季 | 2,733 | $1,317 億 |
| 2021 年第 4 季 | 2,733 | $1,276 億 |
| 2021 年第 3 季 | 2,489 | $1,221 億 |
| 2021 年第 2 季 | 2,501 | $1,218 億 |
| 2021 年第 1 季 | 2,492 | $1,139 億 |
2021 年第 3 季持有機構
每家機構持有 Walmart Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MRJ Capital Inc | 24,488 | $341.3 萬 | 2.00% | +184+0.8% | 加碼 |
| Clearstead Advisors, LLC | 24,460 | $340.9 萬 | 0.26% | +1,108+4.7% | 加碼 |
| JT Stratford LLC | 24,299 | $338.7 萬 | 1.04% | −581−2.3% | 減碼 |
| Global Retirement Partners, LLC | 24,291 | $338.6 萬 | 0.33% | +924+4.0% | 加碼 |
| HBK Sorce Advisory LLC | 24,229 | $337.8 萬 | 0.19% | +1,995+9.0% | 加碼 |
| Citizens National Bank Trust Department | 24,220 | $337.6 萬 | 0.96% | 00.0% | 不變 |
| Cascadia Advisory Services, LLC | 24,219 | $337.6 萬 | 0.68% | +1,744+7.8% | 加碼 |
| Bluefin Capital Management, LLC | 24,217 | $337.6 萬 | 0.39% | +24,217 | 新進 |
| Clear Street Markets LLC | 24,146 | $336.5 萬 | 0.74% | −809−3.2% | 減碼 |
| Snider Financial Group | 22,503 | $336.2 萬 | 1.46% | −647−2.8% | 減碼 |
| Bradley Mark J. | 24,096 | $335.8 萬 | 2.30% | +430+1.8% | 加碼 |
| Freestone Capital Holdings, LLC | 24,095 | $335.8 萬 | 0.17% | +906+3.9% | 加碼 |
| Financial & Tax Architects, LLC | 24,054 | $335.3 萬 | 1.53% | +1,401+6.2% | 加碼 |
| Institutional & Family Asset Management, LLC | 24,007 | $334.6 萬 | 0.54% | −340−1.4% | 減碼 |
| Stonnington Group, LLC | 23,927 | $334.2 萬 | 0.75% | −772−3.1% | 減碼 |
| Woodmont Investment Counsel LLC | 23,825 | $332.1 萬 | 0.48% | +320+1.4% | 加碼 |
| Hutner Capital Management Inc | 23,742 | $330.9 萬 | 2.17% | −28−0.1% | 減碼 |
| Diversified Investment Strategies, LLC | 23,725 | $330.7 萬 | 2.45% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 23,658 | $329.7 萬 | 0.15% | +1,149+5.1% | 加碼 |
| TBH Global Asset Management, LLC | 23,645 | $329.6 萬 | 0.77% | −1,342−5.4% | 減碼 |
| All Terrain Financial Advisors, LLC | 23,617 | $329.2 萬 | 1.51% | +26+0.1% | 加碼 |
| Alerus Financial NA | 23,619 | $329.2 萬 | 0.30% | +2,008+9.3% | 加碼 |
| Meiji Yasuda Life Insurance Co | 23,496 | $327.5 萬 | 0.06% | +3,123+15.3% | 加碼 |
| Red Door Wealth Management, LLC | 23,477 | $327.2 萬 | 1.25% | +1,814+8.4% | 加碼 |
| Steel Peak Wealth Management LLC | 23,446 | $326.8 萬 | 0.22% | −93−0.4% | 減碼 |
| Ieq Capital, LLC | 23,402 | $326.2 萬 | 0.09% | +3,316+16.5% | 加碼 |
| IFP Advisors, Inc | 23,375 | $326.0 萬 | 0.07% | +1,924+9.0% | 加碼 |
| Hudson Valley Investment Advisors Inc | 23,348 | $325.4 萬 | 0.56% | −2,835−10.8% | 減碼 |
| Hyman Charles D | 23,337 | $325.3 萬 | 0.23% | +42+0.2% | 加碼 |
| Parsons Capital Management Inc | 23,307 | $324.9 萬 | 0.25% | +1,153+5.2% | 加碼 |
| TownSquare Capital, LLC | 23,258 | $324.2 萬 | 0.09% | +3,004+14.8% | 加碼 |
| Jarislowsky, Fraser Ltd | 23,236 | $323.8 萬 | 0.02% | −2,338−9.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 23,210 | $323.5 萬 | 0.95% | +4,006+20.9% | 加碼 |
| Telos Capital Management, Inc. | 23,113 | $322.2 萬 | 0.44% | +5,814+33.6% | 加碼 |
| Waldron Private Wealth LLC | 23,088 | $321.8 萬 | 0.19% | +2,200+10.5% | 加碼 |
| LaFleur & Godfrey LLC | 23,063 | $321.5 萬 | 0.44% | −34−0.1% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,947 | $319.8 萬 | 2.33% | −100.0% | 減碼 |
| Regal Investment Advisors LLC | 22,947 | $319.8 萬 | 0.31% | +1,256+5.8% | 加碼 |
| Thomasville National Bank | 22,791 | $317.7 萬 | 0.33% | −133−0.6% | 減碼 |
| Sargent Bickham Lagudis LLC | 22,764 | $317.3 萬 | 0.26% | −60.0% | 減碼 |
| AllGen Financial Advisors, Inc. | 624,145 | $317.2 萬 | 2.59% | +613,198+5,601.5% | 加碼 |
| CFO4Life Group, LLC | 22,732 | $316.8 萬 | 0.74% | +2,264+11.1% | 加碼 |
| Fairfield, Bush & Co. | 22,687 | $316.2 萬 | 1.03% | −5,680−20.0% | 減碼 |
| Cullen Capital Management LLC | 22,687 | $316.2 萬 | 0.03% | +5,418+31.4% | 加碼 |
| EP Wealth Advisors, LLC | 22,666 | $315.9 萬 | 0.09% | −1,847−7.5% | 減碼 |
| Pekin Hardy Strauss, Inc. | 22,597 | $315.0 萬 | 0.45% | −123−0.5% | 減碼 |
| Kavar Capital Partners Group, LLC | 22,517 | $313.8 萬 | 0.71% | +319+1.4% | 加碼 |
| Old Second National Bank of Aurora | 22,490 | $313.5 萬 | 0.85% | −55−0.2% | 減碼 |
| International Assets Investment Management, LLC | 22,465 | $313.1 萬 | 0.56% | −3,509−13.5% | 減碼 |
| Allen Capital Group, LLC | 22,440 | $312.8 萬 | 0.64% | +923+4.3% | 加碼 |
| Citizens Business Bank | 22,390 | $312.0 萬 | 0.42% | −735−3.2% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 22,343 | $311.4 萬 | 0.65% | +1,471+7.0% | 加碼 |
| Andesa Financial Management Inc. | 22,311 | $311.3 萬 | 1.69% | −21,244−48.8% | 減碼 |
| Journey Advisory Group, LLC | 22,335 | $311.3 萬 | 1.01% | −2,650−10.6% | 減碼 |
| Tower View Investment Management & Research LLC | 22,310 | $311.0 萬 | 1.73% | +148+0.7% | 加碼 |
| Chemung Canal Trust Co | 22,231 | $309.9 萬 | 0.60% | −55−0.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 22,181 | $309.2 萬 | 0.16% | −1,434−6.1% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 22,182 | $309.2 萬 | 0.25% | −150−0.7% | 減碼 |
| Family Legacy, Inc. | 22,126 | $309.0 萬 | 1.39% | +80+0.4% | 加碼 |
| Northwest Investment Counselors, LLC | 22,066 | $307.6 萬 | 0.86% | −114−0.5% | 減碼 |
| Silvercrest Asset Management Group LLC | 22,042 | $307.2 萬 | 0.02% | −9,346−29.8% | 減碼 |
| Palisade Asset Management, LLC | 21,951 | $306.0 萬 | 0.37% | −88−0.4% | 減碼 |
| Wade G W & Inc | 21,865 | $304.8 萬 | 0.14% | +2,775+14.5% | 加碼 |
| AMG National Trust Bank | 21,757 | $303.2 萬 | 0.10% | +716+3.4% | 加碼 |
| Vident Investment Advisory, LLC | 21,752 | $303.1 萬 | 0.09% | +5,860+36.9% | 加碼 |
| Duality Advisers, LP | 21,651 | $301.8 萬 | 0.23% | +10,074+87.0% | 加碼 |
| IHT Wealth Management, LLC | 21,617 | $301.3 萬 | 0.25% | −11,566−34.9% | 減碼 |
| Convergence Investment Partners, LLC | 21,554 | $300.4 萬 | 1.61% | −2,783−11.4% | 減碼 |
| Trinity Legacy Partners, LLC | 21,484 | $299.4 萬 | 1.07% | −22−0.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 21,458 | $299.1 萬 | 0.27% | +2,751+14.7% | 加碼 |
| Paradigm Financial Partners, LLC | 21,431 | $298.4 萬 | 0.71% | +348+1.7% | 加碼 |
| Benedict Financial Advisors Inc | 21,403 | $298.3 萬 | 0.83% | +39+0.2% | 加碼 |
| Mutual Advisors, LLC | 21,397 | $298.2 萬 | 0.18% | +1,686+8.6% | 加碼 |
| Little House Capital LLC | 21,379 | $298.0 萬 | 1.75% | −1,935−8.3% | 減碼 |
| Savant Capital, LLC | 21,198 | $295.5 萬 | 0.11% | +2,366+12.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 21,055 | $293.5 萬 | 0.19% | +17+0.1% | 加碼 |
| BerganKDV Wealth Management, LLC | 21,022 | $293.0 萬 | 0.33% | +91+0.4% | 加碼 |
| Capstone Triton Financial Group, LLC | 19,433 | $291.6 萬 | 1.76% | −266−1.4% | 減碼 |
| Appleton Partners Inc | 20,827 | $290.3 萬 | 0.24% | +1,031+5.2% | 加碼 |
| Beck Capital Management, LLC | 20,822 | $290.2 萬 | 0.97% | +20,822 | 新進 |
| Hennessy Advisors Inc | 20,800 | $289.9 萬 | 0.17% | −400−1.9% | 減碼 |
| Eudaimonia Partners, LLC | 20,753 | $289.3 萬 | 0.52% | +322+1.6% | 加碼 |
| NovaPoint Capital, LLC | 20,740 | $289.1 萬 | 1.16% | +386+1.9% | 加碼 |
| Enterprise Trust & Investment Co | 20,706 | $288.6 萬 | 1.17% | −50−0.2% | 減碼 |
| YHB Investment Advisors, Inc. | 20,690 | $288.4 萬 | 0.25% | +843+4.2% | 加碼 |
| Meridian Investment Counsel Inc. | 20,645 | $287.8 萬 | 1.04% | +192+0.9% | 加碼 |
| Trustcore Financial Services, LLC | 20,440 | $284.9 萬 | 0.28% | +241+1.2% | 加碼 |
| Jacobs & Co | 20,384 | $284.1 萬 | 0.33% | +2,296+12.7% | 加碼 |
| Centaurus Financial, Inc. | 20,337 | $283.5 萬 | 0.24% | +2,056+11.2% | 加碼 |
| Sumitomo Life Insurance Co | 20,329 | $283.3 萬 | 0.08% | −858−4.0% | 減碼 |
| Rossmore Private Capital | 20,292 | $282.8 萬 | 0.48% | +20.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 20,270 | $282.5 萬 | 0.65% | +80+0.4% | 加碼 |
| Bank Ozk | 20,213 | $281.7 萬 | 1.28% | −310−1.5% | 減碼 |
| Wealthspire Advisors, LLC | 20,166 | $281.1 萬 | 0.06% | +7,556+59.9% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 20,110 | $280.3 萬 | 0.21% | −290−1.4% | 減碼 |
| Leelyn Smith, LLC | 20,067 | $279.7 萬 | 0.81% | +1,709+9.3% | 加碼 |
| Hancock Whitney Corp | 20,043 | $279.4 萬 | 0.10% | −707−3.4% | 減碼 |
| Smith, Moore & Co. | 20,025 | $279.1 萬 | 0.43% | +3,202+19.0% | 加碼 |
| Herold Advisors, Inc. | 20,028 | $279.1 萬 | 1.09% | +20,028 | 新進 |
| Ulysses Management LLC | 20,000 | $278.8 萬 | 0.49% | −10,000−33.3% | 減碼 |