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。
2023 年第 2 季 13F 持有人
Walmart Inc. 在 2023/6/30 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
- 2,882
- 較 2023 年第 1 季 +50 家
- 持有股數
- 9.18 億
- 較 2023 年第 1 季 +2,737 萬 (+3.1%)
- 總市值
- $1,430 億
- 較 2023 年第 1 季 +$120.7 億 (+9.2%)
- 新進機構
- 173
- 另有 1,212 家加碼
- 清倉機構
- 123
- 另有 1,130 家減碼
另有 26 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 6,045 | $95.0 萬 | 1.01% | +3,498+137.3% | 加碼 |
| Chicago Trust Co NA | 6,042 | $95.0 萬 | 0.23% | +125+2.1% | 加碼 |
| Abn Amro Investment Solutions | 6,036 | $94.9 萬 | 0.02% | −486−7.5% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 6,036 | $94.9 萬 | 0.40% | −429−6.6% | 減碼 |
| Oxbow Advisors, LLC | 6,032 | $94.8 萬 | 0.15% | +135+2.3% | 加碼 |
| Syntegra Private Wealth Group, LLC | 6,005 | $94.4 萬 | 0.14% | −5,250−46.6% | 減碼 |
| MEMBERS Trust Co | 6,003 | $94.4 萬 | 0.03% | +6,003 | 新進 |
| Insight Advisors, LLC | 6,003 | $94.3 萬 | 0.21% | −513−7.9% | 減碼 |
| Coastal Investment Advisors, Inc. | 5,992 | $94.2 萬 | 0.21% | +40+0.7% | 加碼 |
| Verdence Capital Advisors LLC | 5,976 | $93.9 萬 | 0.11% | +65+1.1% | 加碼 |
| Columbus Macro, LLC | 5,973 | $93.4 萬 | 0.37% | +770+14.8% | 加碼 |
| TCI Wealth Advisors, Inc. | 5,940 | $93.4 萬 | 0.12% | −23−0.4% | 減碼 |
| Simplicity Wealth,LLC | 5,936 | $93.3 萬 | 0.58% | +452+8.2% | 加碼 |
| Coastline Trust Co | 5,935 | $93.3 萬 | 0.13% | +462+8.4% | 加碼 |
| Merriman Wealth Management, LLC | 5,921 | $93.1 萬 | 0.05% | −10−0.2% | 減碼 |
| Founders Financial Alliance, LLC | 5,917 | $93.0 萬 | 0.37% | +1,407+31.2% | 加碼 |
| Southeast Asset Advisors Inc. | 5,914 | $93.0 萬 | 0.13% | −73−1.2% | 減碼 |
| Dillon & Associates Inc | 5,913 | $92.8 萬 | 0.17% | −400−6.3% | 減碼 |
| Strait & Sound Wealth Management LLC | 5,898 | $92.7 萬 | 0.92% | −1,134−16.1% | 減碼 |
| Harvest Volatility Management LLC | 5,892 | $92.6 萬 | 0.19% | +127+2.2% | 加碼 |
| General Partner, Inc. | 5,887 | $92.5 萬 | 0.77% | 00.0% | 不變 |
| Peterson Wealth Management | 5,866 | $92.2 萬 | 0.73% | +370+6.7% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 5,946 | $92.1 萬 | 0.02% | −19,190−76.3% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 5,855 | $92.1 萬 | 0.07% | −401−6.4% | 減碼 |
| Benin Management CORP | 5,840 | $91.8 萬 | 0.33% | +24+0.4% | 加碼 |
| Sunburst Financial Group, LLC | 5,836 | $91.7 萬 | 0.32% | +83+1.4% | 加碼 |
| IVC Wealth Advisors LLC | 5,831 | $91.7 萬 | 0.58% | +5,831 | 新進 |
| Biltmore Family Office, LLC | 5,824 | $91.5 萬 | 0.19% | +246+4.4% | 加碼 |
| Resolute Wealth Strategies, LLC | 5,820 | $91.5 萬 | 0.71% | +140+2.5% | 加碼 |
| Americana Partners, LLC | 5,807 | $91.3 萬 | 0.12% | +90+1.6% | 加碼 |
| Rosenbaum Jay D. | 5,800 | $91.2 萬 | 1.46% | +462+8.7% | 加碼 |
| Wealthspan Partners, LLC | 5,789 | $91.0 萬 | 0.72% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 5,771 | $90.7 萬 | 0.22% | +178+3.2% | 加碼 |
| Red Wave Investments LLC | 5,755 | $90.5 萬 | 0.37% | −37−0.6% | 減碼 |
| Byrne Asset Management LLC | 5,749 | $90.4 萬 | 0.59% | −1,462−20.3% | 減碼 |
| Blackston Financial Advisory Group, LLC | 5,753 | $90.4 萬 | 0.65% | −289−4.8% | 減碼 |
| IMS Capital Management | 5,748 | $90.3 萬 | 0.50% | +14+0.2% | 加碼 |
| Icon Wealth Partners, LLC | 5,744 | $90.3 萬 | 0.10% | −2,217−27.8% | 減碼 |
| Bill Few Associates, Inc. | 5,742 | $90.3 萬 | 0.47% | −229−3.8% | 減碼 |
| TFB Advisors LLC | 5,736 | $90.2 萬 | 0.39% | +4,290+296.7% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 5,727 | $90.0 萬 | 0.42% | +54+1.0% | 加碼 |
| Cyrus J. Lawrence, LLC | 5,720 | $89.9 萬 | 0.26% | −25−0.4% | 減碼 |
| Avestar Capital, LLC | 5,713 | $89.8 萬 | 0.16% | +511+9.8% | 加碼 |
| Prudent Man Advisors, LLC | 5,691 | $89.5 萬 | 0.34% | −109−1.9% | 減碼 |
| Cyndeo Wealth Partners, LLC | 5,690 | $89.4 萬 | 0.09% | −825−12.7% | 減碼 |
| Valley National Advisers Inc | 5,662 | $89.1 萬 | 0.15% | −175−3.0% | 減碼 |
| Helen Stephens Group, LLC | 5,667 | $89.1 萬 | 0.45% | +42+0.7% | 加碼 |
| Financial Partners Group, Inc | 5,609 | $88.8 萬 | 0.18% | −612−9.8% | 減碼 |
| Personal Cfo Solutions, LLC | 5,643 | $88.7 萬 | 0.18% | +200+3.7% | 加碼 |
| Great Diamond Partners, LLC | 5,633 | $88.5 萬 | 0.23% | +89+1.6% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,615 | $88.3 萬 | 0.12% | −251−4.3% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 5,601 | $88.0 萬 | 1.22% | 00.0% | 不變 |
| Etfidea, LLC | 5,599 | $88.0 萬 | 0.36% | 00.0% | 不變 |
| Bridgeworth, LLC | 5,560 | $87.4 萬 | 0.10% | +264+5.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 5,559 | $87.4 萬 | 0.08% | 00.0% | 不變 |
| Blueprint Investment Partners LLC | 5,557 | $87.3 萬 | 0.31% | −2,214−28.5% | 減碼 |
| Solstein Capital, LLC | 5,547 | $87.2 萬 | 0.73% | +296+5.6% | 加碼 |
| LexAurum Advisors, LLC | 5,530 | $86.9 萬 | 0.26% | +89+1.6% | 加碼 |
| Laraway Financial Inc | 5,528 | $86.9 萬 | 0.86% | −397−6.7% | 減碼 |
| Sentry Investment Management LLC | 5,517 | $86.7 萬 | 0.33% | −828−13.0% | 減碼 |
| Chapin Davis, Inc. | 5,513 | $86.7 萬 | 0.41% | +80+1.5% | 加碼 |
| REDW Wealth LLC | 5,482 | $86.2 萬 | 0.26% | −2,106−27.8% | 減碼 |
| IPG Investment Advisors LLC | 5,470 | $86.0 萬 | 0.19% | −389−6.6% | 減碼 |
| Atlas Capital Advisors LLC | 5,468 | $85.9 萬 | 0.13% | 00.0% | 不變 |
| Stableford Capital II LLC | 5,359 | $85.9 萬 | 0.38% | +5,359 | 新進 |
| Austin Private Wealth, LLC | 5,459 | $85.8 萬 | 0.12% | +214+4.1% | 加碼 |
| Mission Creek Capital Partners, Inc. | 5,459 | $85.8 萬 | 0.28% | +218+4.2% | 加碼 |
| Private Wealth Partners, LLC | 5,432 | $85.4 萬 | 0.08% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 5,384 | $85.1 萬 | 0.29% | −41−0.8% | 減碼 |
| Strong Tower Advisory Services | 5,414 | $85.1 萬 | 0.40% | +190+3.6% | 加碼 |
| Wealth Enhancement & Preservation of GA, LLC | 5,405 | $85.0 萬 | 0.82% | +424+8.5% | 加碼 |
| Massachusetts Wealth Management | 5,401 | $84.9 萬 | 0.81% | +750+16.1% | 加碼 |
| Capital Management Associates | 5,400 | $84.9 萬 | 1.25% | +2,000+58.8% | 加碼 |
| PDS Planning, Inc | 5,397 | $84.8 萬 | 0.11% | +261+5.1% | 加碼 |
| First National Bank of South Miami | 5,376 | $84.5 萬 | 0.68% | −244−4.3% | 減碼 |
| Mount Yale Investment Advisors, LLC | 5,371 | $84.4 萬 | 0.09% | −307−5.4% | 減碼 |
| Annex Advisory Services, LLC | 5,359 | $84.2 萬 | 0.05% | +98+1.9% | 加碼 |
| Sugarloaf Wealth Management, LLC | 5,359 | $84.2 萬 | 0.20% | +224+4.4% | 加碼 |
| MBL Wealth, LLC | 5,345 | $84.0 萬 | 0.12% | +1,689+46.2% | 加碼 |
| Eagle Rock Investment Company, LLC | 5,419 | $83.9 萬 | 0.18% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 5,321 | $83.6 萬 | 0.06% | +10.0% | 加碼 |
| MJP Associates Inc | 5,306 | $83.4 萬 | 0.28% | −105−1.9% | 減碼 |
| N.E.W. Advisory Services LLC | 5,302 | $83.3 萬 | 0.12% | +231+4.6% | 加碼 |
| Abbot Financial Management, Inc. | 5,297 | $83.3 萬 | 0.53% | −300−5.4% | 減碼 |
| Allstate Corp | 5,284 | $83.1 萬 | 0.05% | 00.0% | 不變 |
| Gould Asset Management LLC | 5,281 | $83.0 萬 | 0.23% | −10−0.2% | 減碼 |
| Cowa, LLC | 5,275 | $82.9 萬 | 0.55% | −72,735−93.2% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 5,266 | $82.8 萬 | 0.05% | +52+1.0% | 加碼 |
| Cornerstone Advisory, LLC | 5,265 | $82.8 萬 | 0.15% | −634−10.7% | 減碼 |
| LCNB Corp | 5,264 | $82.7 萬 | 0.35% | −14−0.3% | 減碼 |
| TD Capital Management LLC | 5,260 | $82.7 萬 | 0.10% | −2,977−36.1% | 減碼 |
| 626 Financial, LLC | 5,246 | $82.4 萬 | 0.53% | −467−8.2% | 減碼 |
| Regent Peak Wealth Advisors LLC | 5,243 | $82.4 萬 | 0.24% | −130−2.4% | 減碼 |
| S.E.E.D. Planning Group LLC | 5,242 | $82.4 萬 | 0.29% | +30+0.6% | 加碼 |
| Fluent Financial, LLC | 5,231 | $82.2 萬 | 0.53% | +5,231 | 新進 |
| Boston Trust Walden Corp | 5,210 | $81.9 萬 | 0.01% | +326+6.7% | 加碼 |
| Sterneck Capital Management, LLC | 5,205 | $81.8 萬 | 0.50% | 00.0% | 不變 |
| Mainsail Financial Group, LLC | 5,188 | $81.5 萬 | 0.76% | −319−5.8% | 減碼 |
| Arnhold LLC | 5,184 | $81.5 萬 | 0.09% | 00.0% | 不變 |
| CRA Financial Services, LLC | 5,153 | $81.0 萬 | 0.22% | +347+7.2% | 加碼 |