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、7 筆賣出；2026 年第 2 季末有 4,426 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
- 2,883
- 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 1,213 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 | 4,426 | $3,361 億 |
| 2026 年第 1 季 | 4,467 | $3,600 億 |
| 2025 年第 4 季 | 4,414 | $3,256 億 |
| 2025 年第 3 季 | 4,031 | $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 | 3,465 | $2,251 億 |
| 2024 年第 2 季 | 3,321 | $1,886 億 |
| 2024 年第 1 季 | 3,212 | $1,665 億 |
| 2023 年第 4 季 | 3,091 | $1,451 億 |
| 2023 年第 3 季 | 2,931 | $1,472 億 |
| 2023 年第 2 季 | 2,883 | $1,430 億 |
| 2023 年第 1 季 | 2,859 | $1,311 億 |
| 2022 年第 4 季 | 2,814 | $1,236 億 |
| 2022 年第 3 季 | 2,609 | $1,127 億 |
| 2022 年第 2 季 | 2,627 | $1,063 億 |
| 2022 年第 1 季 | 2,734 | $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 |
|---|---|---|---|---|---|
| Mattern Capital Management, LLC | 51,661 | $812.0 萬 | 1.32% | +1,255+2.5% | 加碼 |
| Avitas Wealth Management LLC | 51,561 | $810.4 萬 | 1.47% | +350+0.7% | 加碼 |
| Terry L. Blaker | 51,500 | $809.5 萬 | 0.68% | +825+1.6% | 加碼 |
| Verition Fund Management LLC | 51,428 | $808.3 萬 | 0.13% | −43,556−45.9% | 減碼 |
| Auxier Asset Management | 51,286 | $806.1 萬 | 1.34% | −190.0% | 減碼 |
| Atwater Malick LLC | 51,045 | $802.3 萬 | 3.43% | +380+0.8% | 加碼 |
| Heritage Trust Co | 50,813 | $798.7 萬 | 1.17% | −342−0.7% | 減碼 |
| TLW Wealth Management, LLC | 50,682 | $796.6 萬 | 5.74% | −339−0.7% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 50,350 | $791.4 萬 | 0.59% | +451+0.9% | 加碼 |
| Thoroughbred Financial Services, LLC | 50,337 | $791.1 萬 | 1.04% | +602+1.2% | 加碼 |
| Great Valley Advisor Group, Inc. | 49,990 | $785.8 萬 | 0.33% | +4,374+9.6% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 49,987 | $785.7 萬 | 2.59% | −29,620−37.2% | 減碼 |
| FRG Family Wealth Advisors LLC | 49,969 | $785.4 萬 | 1.72% | +136+0.3% | 加碼 |
| Osborne Partners Capital Management, LLC | 49,791 | $782.6 萬 | 0.56% | −2,662−5.1% | 減碼 |
| Burney Co | 49,640 | $780.2 萬 | 0.36% | −1,259−2.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 49,317 | $775.2 萬 | 0.18% | +8,381+20.5% | 加碼 |
| Ontario Teachers Pension Plan Board | 49,162 | $772.7 萬 | 0.08% | +3,780+8.3% | 加碼 |
| Citizens Financial Group Inc | 48,897 | $768.6 萬 | 0.28% | +32,835+204.4% | 加碼 |
| Associated Banc-Corp | 48,785 | $766.8 萬 | 0.29% | +401+0.8% | 加碼 |
| AIA Group Ltd | 48,750 | $766.3 萬 | 0.37% | +23,511+93.2% | 加碼 |
| Metis Global Partners, LLC | 48,677 | $765.1 萬 | 0.41% | −3,911−7.4% | 減碼 |
| Cardinal Capital Management | 48,494 | $762.2 萬 | 1.54% | +436+0.9% | 加碼 |
| Kingsview Wealth Management, LLC | 48,263 | $758.6 萬 | 0.30% | +20,872+76.2% | 加碼 |
| Magellan Asset Management Ltd | 48,203 | $757.7 萬 | 0.07% | −8,202−14.5% | 減碼 |
| Pittenger & Anderson Inc | 48,143 | $756.7 萬 | 0.36% | +1,115+2.4% | 加碼 |
| Graham Capital Management, L.P. | 48,137 | $756.6 萬 | 0.26% | −24,014−33.3% | 減碼 |
| First Personal Financial Services | 48,111 | $756.2 萬 | 1.88% | +139+0.3% | 加碼 |
| Perfromance Wealth Partners, LLC | 47,816 | $756.0 萬 | 0.35% | +4,715+10.9% | 加碼 |
| Barbara Oil Co. | 48,000 | $754.5 萬 | 3.46% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 47,678 | $749.4 萬 | 0.07% | +4,943+11.6% | 加碼 |
| Bridgecreek Investment Management, LLC | 47,590 | $748.0 萬 | 1.43% | −850−1.8% | 減碼 |
| Leavell Investment Management, Inc. | 47,582 | $747.9 萬 | 0.51% | +100+0.2% | 加碼 |
| IHT Wealth Management, LLC | 47,561 | $747.6 萬 | 0.39% | +4,514+10.5% | 加碼 |
| Northwest Bancshares, Inc. | 47,377 | $744.7 萬 | 1.35% | +226+0.5% | 加碼 |
| Legacy Private Trust Co. | 47,291 | $743.3 萬 | 0.61% | −2,499−5.0% | 減碼 |
| Meridian Management Co | 47,080 | $740.0 萬 | 2.32% | −675−1.4% | 減碼 |
| Boston Research & Management Inc | 46,949 | $737.9 萬 | 2.09% | −122−0.3% | 減碼 |
| WoodTrust Financial Corp | 46,445 | $730.0 萬 | 1.35% | −485−1.0% | 減碼 |
| V Wealth Advisors LLC | 46,426 | $729.7 萬 | 1.24% | +815+1.8% | 加碼 |
| Summit Global Investments | 46,276 | $727.4 萬 | 0.48% | +14,473+45.5% | 加碼 |
| Bradley Foster & Sargent Inc | 46,235 | $726.7 萬 | 0.15% | +379+0.8% | 加碼 |
| Banque Cantonale Vaudoise | 46,099 | $724.5 萬 | 0.34% | +1,367+3.1% | 加碼 |
| Signaturefd, LLC | 46,075 | $724.2 萬 | 0.18% | +594+1.3% | 加碼 |
| Ostrum Asset Management | 45,972 | $722.6 萬 | 0.61% | −492−1.1% | 減碼 |
| O'Brien Greene & Co. Inc | 45,742 | $719.0 萬 | 2.50% | +2,763+6.4% | 加碼 |
| Veritable, L.P. | 45,696 | $718.2 萬 | 0.12% | −815−1.8% | 減碼 |
| Shelton Capital Management | 45,440 | $714.2 萬 | 0.26% | +3,500+8.3% | 加碼 |
| JB Capital LLC | 45,417 | $713.9 萬 | 0.60% | +1,441+3.3% | 加碼 |
| Roundview Capital LLC | 45,311 | $712.2 萬 | 0.70% | +110+0.2% | 加碼 |
| Fiduciary Trust Co | 45,195 | $710.4 萬 | 0.13% | −5,653−11.1% | 減碼 |
| Chemung Canal Trust Co | 45,136 | $709.4 萬 | 1.52% | −622−1.4% | 減碼 |
| Northwest & Ethical Investments L.P. | 44,885 | $705.5 萬 | 0.23% | −2,771−5.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 44,879 | $705.4 萬 | 0.88% | −1,276−2.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 44,725 | $703.0 萬 | 0.24% | −138−0.3% | 減碼 |
| Covington Investment Advisors Inc. | 44,689 | $702.4 萬 | 1.40% | +40+0.1% | 加碼 |
| Trustmark National Bank Trust Department | 44,662 | $702.0 萬 | 0.65% | +6,047+15.7% | 加碼 |
| Richard Bernstein Advisors LLC | 44,512 | $699.6 萬 | 0.15% | 00.0% | 不變 |
| United Fire Group Inc | 44,500 | $699.5 萬 | 5.40% | 00.0% | 不變 |
| Community Bank, N.A. | 44,451 | $698.7 萬 | 0.92% | −2,233−4.8% | 減碼 |
| Parallel Advisors, LLC | 44,335 | $696.9 萬 | 0.22% | +917+2.1% | 加碼 |
| Sigma Planning Corp | 44,309 | $696.5 萬 | 0.25% | −9,531−17.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 44,244 | $695.4 萬 | 0.18% | +163+0.4% | 加碼 |
| Empirical Finance, LLC | 44,176 | $694.4 萬 | 0.54% | +4,904+12.5% | 加碼 |
| Greenleaf Trust | 44,055 | $692.5 萬 | 0.07% | −907−2.0% | 減碼 |
| Integrated Wealth Concepts LLC | 44,026 | $692.0 萬 | 0.12% | +4,509+11.4% | 加碼 |
| Valeo Financial Advisors, LLC | 43,906 | $690.1 萬 | 0.32% | +1,348+3.2% | 加碼 |
| Laurel Wealth Advisors LLC | 43,875 | $689.6 萬 | 1.39% | −281−0.6% | 減碼 |
| Wetherby Asset Management Inc | 43,787 | $688.2 萬 | 0.37% | −1,542−3.4% | 減碼 |
| EP Wealth Advisors, LLC | 5,539,353 | $687.9 萬 | 0.11% | +5,532,043+75,677.7% | 加碼 |
| Eagle Asset Management Inc | 43,724 | $687.3 萬 | 0.04% | +3,952+9.9% | 加碼 |
| Coldstream Capital Management Inc | 43,653 | $686.1 萬 | 0.22% | −1,942−4.3% | 減碼 |
| Arkadios Wealth Advisors | 43,599 | $685.3 萬 | 0.80% | +2,109+5.1% | 加碼 |
| Caldwell Trust Co | 43,594 | $685.2 萬 | 0.89% | −864−1.9% | 減碼 |
| Vinva Investment Management Ltd | 44,351 | $684.2 萬 | 0.60% | −72−0.2% | 減碼 |
| Headinvest, LLC | 42,288 | $681.7 萬 | 1.47% | −4,441−9.5% | 減碼 |
| Stock Yards Bank & Trust Co | 43,340 | $681.2 萬 | 0.25% | −1,556−3.5% | 減碼 |
| Erste Asset Management GmbH | 43,217 | $679.3 萬 | 0.12% | −3,457−7.4% | 減碼 |
| Woodstock Corp | 43,196 | $679.0 萬 | 0.80% | +367+0.9% | 加碼 |
| Carret Asset Management, LLC | 43,181 | $678.7 萬 | 0.90% | −1,233−2.8% | 減碼 |
| Hayek Kallen Investment Management | 43,082 | $677.2 萬 | 2.88% | +296+0.7% | 加碼 |
| Cypress Capital Group | 42,930 | $674.8 萬 | 0.98% | −364−0.8% | 減碼 |
| Assetmark, Inc | 42,730 | $671.6 萬 | 0.03% | +707+1.7% | 加碼 |
| Iyo Bank, Ltd. | 42,540 | $668.6 萬 | 3.47% | 00.0% | 不變 |
| Sitrin Capital Management LLC | 42,460 | $667.4 萬 | 3.75% | +400+1.0% | 加碼 |
| Veriti Management LLC | 42,456 | $667.3 萬 | 0.74% | +2,102+5.2% | 加碼 |
| Goelzer Investment Management, Inc. | 42,329 | $665.3 萬 | 0.56% | −751−1.7% | 減碼 |
| TD Private Client Wealth LLC | 42,183 | $663.0 萬 | 0.29% | −5,451−11.4% | 減碼 |
| First Interstate Bank | 42,069 | $661.2 萬 | 0.55% | −1,172−2.7% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 42,684 | $660.7 萬 | 0.47% | 00.0% | 不變 |
| Greenline Partners, LLC | 42,021 | $660.5 萬 | 1.24% | 00.0% | 不變 |
| Walker Asset Management, LLC | 41,937 | $659.2 萬 | 5.44% | −221−0.5% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 41,824 | $657.4 萬 | 1.87% | −4,394−9.5% | 減碼 |
| Apollon Wealth Management, LLC | 41,656 | $654.8 萬 | 0.32% | +15,042+56.5% | 加碼 |
| DuPont Capital Management Corp | 41,583 | $653.6 萬 | 0.32% | +39,326+1,742.4% | 加碼 |
| Addenda Capital Inc. | 41,567 | $653.4 萬 | 0.27% | −160.0% | 減碼 |
| Jacobi Capital Management LLC | 41,274 | $648.7 萬 | 0.73% | −4,801−10.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 41,054 | $645.3 萬 | 0.10% | −130.0% | 減碼 |
| Park Avenue Securities LLC | 41,046 | $645.2 萬 | 0.10% | +1,170+2.9% | 加碼 |
| Mach-1 Financial Group, Inc. | 41,000 | $644.4 萬 | 2.58% | −7,096−14.8% | 減碼 |
| JGP Wealth Management, LLC | 40,868 | $642.4 萬 | 1.05% | +431+1.1% | 加碼 |