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 | 4,468 | $3,600 億 |
| 2025 年第 4 季 | 4,415 | $3,256 億 |
| 2025 年第 3 季 | 4,031 | $2,888 億 |
| 2025 年第 2 季 | 3,977 | $2,757 億 |
| 2025 年第 1 季 | 3,883 | $2,476 億 |
| 2024 年第 4 季 | 3,921 | $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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 40,784 | $641.0 萬 | 0.17% | +2,507+6.5% | 加碼 |
| LGT Group Foundation | 40,650 | $638.9 萬 | 0.15% | −42,616−51.2% | 減碼 |
| Pinnacle Financial Partners Inc | 40,576 | $637.8 萬 | 0.16% | −697−1.7% | 減碼 |
| Coston, McIsaac & Partners | 40,377 | $634.6 萬 | 2.18% | +400+1.0% | 加碼 |
| WESPAC Advisors SoCal, LLC | 40,316 | $633.7 萬 | 2.17% | −200.0% | 減碼 |
| Cohen Klingenstein LLC | 40,300 | $633.4 萬 | 0.27% | 00.0% | 不變 |
| Investment House LLC | 40,107 | $630.4 萬 | 0.47% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 40,000 | $628.7 萬 | 0.91% | 00.0% | 不變 |
| Nwi Management LP | 40,000 | $628.7 萬 | 1.79% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 39,837 | $626.2 萬 | 0.25% | +23,064+137.5% | 加碼 |
| Balentine LLC | 39,784 | $625.3 萬 | 0.21% | −610−1.5% | 減碼 |
| Hixon Zuercher, LLC | 39,342 | $618.4 萬 | 3.11% | +424+1.1% | 加碼 |
| Csenge Advisory Group | 39,340 | $618.3 萬 | 0.41% | −172−0.4% | 減碼 |
| First American Trust, FSB | 39,221 | $616.5 萬 | 0.85% | +35,454+941.2% | 加碼 |
| K.J. Harrison & Partners Inc | 38,704 | $606.2 萬 | 1.10% | −10,991−22.1% | 減碼 |
| Weik Capital Management | 38,512 | $605.3 萬 | 2.86% | −2,590−6.3% | 減碼 |
| SFMG, LLC | 38,415 | $603.8 萬 | 0.62% | −198−0.5% | 減碼 |
| EFG Asset Management (Americas) Corp. | 38,001 | $597.3 萬 | 1.38% | −967−2.5% | 減碼 |
| Efg Capital International Corp. | 38,001 | $597.3 萬 | 1.38% | +38,001 | 新進 |
| Red Door Wealth Management, LLC | 37,948 | $596.5 萬 | 1.32% | +4,685+14.1% | 加碼 |
| Cornerstone Wealth Management, LLC | 37,928 | $596.1 萬 | 0.53% | +869+2.3% | 加碼 |
| Investment Advisory Services Inc | 37,822 | $594.5 萬 | 2.51% | +960+2.6% | 加碼 |
| Buck Wealth Strategies, LLC | 37,716 | $592.8 萬 | 2.57% | +2,154+6.1% | 加碼 |
| Riverview Capital Advisers, LLC | 37,658 | $591.9 萬 | 2.60% | +43+0.1% | 加碼 |
| Advanced Asset Management Advisors Inc | 37,650 | $591.8 萬 | 1.37% | +10.0% | 加碼 |
| Greenwood Capital Associates LLC | 37,584 | $590.7 萬 | 0.83% | +11,873+46.2% | 加碼 |
| Community Bank & Trust, Waco, Texas | 37,362 | $587.3 萬 | 1.76% | −283−0.8% | 減碼 |
| Fragasso Group Inc. | 37,259 | $585.6 萬 | 0.63% | −8,556−18.7% | 減碼 |
| Wealth Advisors of Tampa Bay, LLC | 37,227 | $585.1 萬 | 3.21% | −245−0.7% | 減碼 |
| Symmetry Partners, LLC | 37,227 | $585.1 萬 | 0.31% | 00.0% | 不變 |
| Fundamentun, LLC | 37,113 | $583.4 萬 | 0.90% | +757+2.1% | 加碼 |
| Hourglass Capital, LLC | 36,950 | $580.8 萬 | 2.02% | −120−0.3% | 減碼 |
| Constitution Capital LLC | 36,854 | $579.3 萬 | 3.30% | +7,982+27.6% | 加碼 |
| Financial & Tax Architects, LLC | 36,851 | $579.2 萬 | 1.79% | −26−0.1% | 減碼 |
| Westwood Management Corp | 36,820 | $578.7 萬 | 0.75% | +36,820 | 新進 |
| Pavion Blue Capital, LLC | 36,703 | $576.9 萬 | 3.36% | −258−0.7% | 減碼 |
| Cornerstone Wealth Group, LLC | 36,702 | $576.9 萬 | 1.05% | −609−1.6% | 減碼 |
| Canal Capital Management, LLC | 36,693 | $576.7 萬 | 1.17% | −1,849−4.8% | 減碼 |
| Diversified Trust Co | 36,674 | $576.4 萬 | 0.21% | +1,074+3.0% | 加碼 |
| Phoenix Holdings Ltd. | 36,483 | $573.4 萬 | 0.12% | +14,034+62.5% | 加碼 |
| King Wealth | 36,421 | $572.5 萬 | 1.16% | −204−0.6% | 減碼 |
| Arete Wealth Advisors, LLC | 36,394 | $572.0 萬 | 0.51% | +5,594+18.2% | 加碼 |
| Hook Mill Capital Partners, LP | 36,180 | $568.7 萬 | 3.39% | +36,180 | 新進 |
| North Fourth Asset Management, LP | 36,000 | $565.8 萬 | 4.80% | −46,328−56.3% | 減碼 |
| Family Management Corp | 35,980 | $565.5 萬 | 1.24% | −576−1.6% | 減碼 |
| Berger Financial Group, Inc | 35,868 | $563.8 萬 | 0.64% | −1,067−2.9% | 減碼 |
| Bahl & Gaynor Inc | 35,824 | $563.1 萬 | 0.03% | −2,726−7.1% | 減碼 |
| First Citizens Bank & Trust Co | 35,640 | $560.2 萬 | 0.10% | +7,315+25.8% | 加碼 |
| Strategy Asset Managers LLC | 35,570 | $559.1 萬 | 1.24% | +3,362+10.4% | 加碼 |
| Trust Co of Vermont | 35,080 | $551.4 萬 | 0.36% | +5,144+17.2% | 加碼 |
| Baugh & Associates, LLC | 34,968 | $549.6 萬 | 3.31% | +490+1.4% | 加碼 |
| Everence Capital Management Inc | 37,380 | $549.0 萬 | 0.45% | 00.0% | 不變 |
| Moreno Evelyn V | 34,840 | $547.6 萬 | 1.17% | +642+1.9% | 加碼 |
| Grassi Investment Management | 34,707 | $545.5 萬 | 0.60% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 34,624 | $544.2 萬 | 0.52% | −606−1.7% | 減碼 |
| Bogart Wealth, LLC | 34,607 | $544.0 萬 | 0.34% | +1,261+3.8% | 加碼 |
| Busey Wealth Management | 34,570 | $543.4 萬 | 0.22% | +460+1.3% | 加碼 |
| Mutual Advisors, LLC | 34,431 | $541.2 萬 | 0.21% | −2,664−7.2% | 減碼 |
| Plimoth Trust Co LLC | 34,338 | $539.7 萬 | 1.61% | 00.0% | 不變 |
| Royal Fund Management, LLC | 34,319 | $539.4 萬 | 0.76% | −831−2.4% | 減碼 |
| Old National Bancorp | 34,272 | $538.7 萬 | 0.15% | −13,942−28.9% | 減碼 |
| United Capital Management of KS, Inc. | 34,189 | $537.4 萬 | 1.72% | +791+2.4% | 加碼 |
| Conning Inc. | 34,135 | $536.5 萬 | 0.18% | −4,202−11.0% | 減碼 |
| Dana Investment Advisors, Inc. | 34,013 | $534.6 萬 | 0.26% | −80,259−70.2% | 減碼 |
| Alps Advisors Inc | 34,010 | $534.6 萬 | 0.05% | +1,904+5.9% | 加碼 |
| Meiji Yasuda Life Insurance Co | 33,934 | $533.4 萬 | 0.14% | +551+1.7% | 加碼 |
| Agf Management Ltd | 33,926 | $533.2 萬 | 0.04% | 00.0% | 不變 |
| Wesleyan Assurance Society | 33,750 | $530.5 萬 | 0.57% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 33,721 | $530.0 萬 | 1.74% | −1,943−5.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 33,698 | $529.7 萬 | 0.69% | −4,955−12.8% | 減碼 |
| GQG Partners LLC | 33,254 | $522.7 萬 | 0.01% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 33,178 | $521.5 萬 | 0.31% | +4,098+14.1% | 加碼 |
| IFG Advisory, LLC | 33,101 | $520.3 萬 | 0.46% | +3,377+11.4% | 加碼 |
| Cumberland Partners Ltd | 33,067 | $519.7 萬 | 0.48% | +5,695+20.8% | 加碼 |
| RIA Advisory Group LLC | 33,049 | $519.5 萬 | 2.24% | +2,723+9.0% | 加碼 |
| Baker Chad R | 33,000 | $518.7 萬 | 1.23% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 32,998 | $518.7 萬 | 0.41% | −634−1.9% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 32,993 | $518.6 萬 | 0.35% | −23,180−41.3% | 減碼 |
| Fulton Bank, N.A. | 32,984 | $518.4 萬 | 0.25% | −10,672−24.4% | 減碼 |
| Capital Investment Advisors, LLC | 32,880 | $516.8 萬 | 0.16% | −550−1.6% | 減碼 |
| Venture Visionary Partners LLC | 32,621 | $512.8 萬 | 0.30% | +276+0.9% | 加碼 |
| L & S Advisors Inc | 32,573 | $512.0 萬 | 0.68% | −692−2.1% | 減碼 |
| Tradewinds, LLC. | 32,514 | $511.1 萬 | 3.01% | +653+2.0% | 加碼 |
| Asset Planning Services Inc | 32,475 | $510.4 萬 | 3.14% | −480−1.5% | 減碼 |
| Proequities, Inc. | 32,471 | $510.4 萬 | 0.39% | +1,091+3.5% | 加碼 |
| Spinnaker Trust | 32,310 | $507.8 萬 | 0.37% | +473+1.5% | 加碼 |
| GFS Advisors, LLC | 32,195 | $506.0 萬 | 1.12% | 00.0% | 不變 |
| Twin Capital Management Inc | 32,057 | $503.9 萬 | 0.66% | +13,861+76.2% | 加碼 |
| Opus Investment Management Inc | 32,000 | $503.0 萬 | 1.81% | 00.0% | 不變 |
| Flputnam Investment Management Co | 31,952 | $502.2 萬 | 0.14% | +1,898+6.3% | 加碼 |
| Asset Dedication, LLC | 31,931 | $501.9 萬 | 0.43% | +1,717+5.7% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 31,815 | $500.1 萬 | 1.71% | +694+2.2% | 加碼 |
| Horrell Capital Management, Inc. | 31,678 | $497.9 萬 | 1.53% | +40.0% | 加碼 |
| Axxcess Wealth Management, LLC | 31,585 | $496.4 萬 | 0.36% | +10,924+52.9% | 加碼 |
| Aaron Wealth Advisors | 31,560 | $496.1 萬 | 0.64% | +237+0.8% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 31,463 | $494.5 萬 | 1.18% | −615−1.9% | 減碼 |
| Jacobs & Co | 31,442 | $494.2 萬 | 0.59% | −848−2.6% | 減碼 |
| Texas Yale Capital Corp. | 31,367 | $493.0 萬 | 0.23% | −37−0.1% | 減碼 |
| Proficio Capital Partners LLC | 31,195 | $490.3 萬 | 0.67% | +198+0.6% | 加碼 |
| Harrell Investment Partners, LLC | 31,178 | $490.1 萬 | 1.66% | +730+2.4% | 加碼 |