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 4,426 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 4 季 13F 持有人
Walmart Inc. 在 2023/12/31 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
- 3,090
- 較 2023 年第 3 季 +209 家
- 持有股數
- 9.20 億
- 較 2023 年第 3 季 +155.9 萬 (+0.2%)
- 總市值
- $1,451 億
- 較 2023 年第 3 季 −$18.4 億 (−1.3%)
- 新進機構
- 360
- 另有 1,161 家加碼
- 清倉機構
- 151
- 另有 1,174 家減碼
另有 49 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 3,455 | $54.5 萬 | 0.01% | 00.0% | 不變 |
| KKM Financial LLC | 3,478 | $54.8 萬 | 0.35% | +3,478 | 新進 |
| Corundum Group, Inc. | 3,479 | $54.8 萬 | 0.27% | −2,970−46.1% | 減碼 |
| Moody Lynn & Lieberson, LLC | 3,480 | $54.9 萬 | 0.04% | −24,572−87.6% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 3,484 | $54.9 萬 | 0.21% | +221+6.8% | 加碼 |
| EHP Funds Inc. | 3,500 | $55.2 萬 | 0.28% | −4,000−53.3% | 減碼 |
| Avondale Wealth Management | 3,500 | $55.2 萬 | 0.44% | +450+14.8% | 加碼 |
| Hunter Associates Investment Management LLC | 3,511 | $55.3 萬 | 0.10% | +200+6.0% | 加碼 |
| Sara-Bay Financial | 3,517 | $55.4 萬 | 0.27% | −60−1.7% | 減碼 |
| Old Point Trust & Financial Services N A | 3,520 | $55.5 萬 | 0.22% | 00.0% | 不變 |
| High Falls Advisors, Inc | 3,525 | $55.6 萬 | 0.15% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 3,527 | $55.6 萬 | 0.51% | +3,527 | 新進 |
| Sound Financial Strategies Group, LLC | 3,544 | $55.9 萬 | 0.47% | −2,354−39.9% | 減碼 |
| Matisse Capital | 3,548 | $55.9 萬 | 0.30% | +9+0.3% | 加碼 |
| MN Wealth Advisors, LLC | 3,553 | $56.0 萬 | 0.39% | +3,553 | 新進 |
| Sepio Capital, LP | 3,555 | $56.0 萬 | 0.05% | +288+8.8% | 加碼 |
| PAX Financial Group, LLC | 3,319 | $56.2 萬 | 0.12% | −320−8.8% | 減碼 |
| Oxinas Partners Wealth Management LLC | 3,568 | $56.3 萬 | 0.40% | −356−9.1% | 減碼 |
| UMA Financial Services, Inc. | 3,465 | $56.3 萬 | 0.13% | −104−2.9% | 減碼 |
| Concord Asset Management, LLC | 3,573 | $56.3 萬 | 0.17% | +209+6.2% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 3,574 | $56.3 萬 | 0.05% | 00.0% | 不變 |
| Orrstown Financial Services Inc | 3,580 | $56.4 萬 | 0.45% | +3,580 | 新進 |
| Planning Directions Inc | 3,585 | $56.5 萬 | 0.40% | 00.0% | 不變 |
| Howland Capital Management LLC | 3,580 | $56.6 萬 | 0.03% | −10.0% | 減碼 |
| Winning Points Advisors, LLC | 3,593 | $56.6 萬 | 0.87% | +100+2.9% | 加碼 |
| Alta Advisers Ltd | 3,600 | $56.8 萬 | 0.30% | +100+2.9% | 加碼 |
| Core Wealth Partners LLC | 3,614 | $57.0 萬 | 0.47% | +100+2.8% | 加碼 |
| American Trust | 3,615 | $57.0 萬 | 0.04% | −50−1.4% | 減碼 |
| Clearview Wealth Advisors LLC | 3,630 | $57.2 萬 | 0.67% | −10.0% | 減碼 |
| Breakwater Capital Group | 3,527 | $57.3 萬 | 0.16% | +423+13.6% | 加碼 |
| Chilton Investment Co LLC | 3,644 | $57.4 萬 | 0.02% | +1,234+51.2% | 加碼 |
| Strategic Wealth Designers | 3,670 | $57.9 萬 | 0.09% | +985+36.7% | 加碼 |
| Cypress Wealth Services, LLC | 3,670 | $57.9 萬 | 0.14% | −79−2.1% | 減碼 |
| Laidlaw Wealth Management LLC | 3,683 | $58.1 萬 | 0.21% | −2,539−40.8% | 減碼 |
| Slocum, Gordon & Co LLP | 3,686 | $58.1 萬 | 0.51% | +72+2.0% | 加碼 |
| Iowa State Bank | 3,709 | $58.5 萬 | 0.14% | 00.0% | 不變 |
| Versor Investments LP | 3,710 | $58.5 萬 | 0.12% | +220+6.3% | 加碼 |
| Pacific Sage Partners, LLC | 3,715 | $58.6 萬 | 0.16% | −132−3.4% | 減碼 |
| Castle Wealth Management LLC | 3,705 | $58.6 萬 | 0.35% | +514+16.1% | 加碼 |
| Invesco, LLC | 3,719 | $58.6 萬 | 0.27% | −700−15.8% | 減碼 |
| Eagle Bay Advisors LLC | 3,722 | $58.7 萬 | 0.37% | −471−11.2% | 減碼 |
| Primoris Wealth Advisors, LLC | 3,727 | $58.8 萬 | 0.55% | −113−2.9% | 減碼 |
| Leibman Financial Services, Inc. | 3,727 | $58.8 萬 | 0.49% | +3,727 | 新進 |
| Private Wealth Strategies, L.L.C. | 3,736 | $58.9 萬 | 0.13% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 3,740 | $59.0 萬 | 0.15% | −2,360−38.7% | 減碼 |
| Alhambra Investment Partners LLC | 3,754 | $59.2 萬 | 0.35% | +202+5.7% | 加碼 |
| Fort Sheridan Advisors LLC | 3,757 | $59.2 萬 | 0.12% | +100+2.7% | 加碼 |
| AlphaStar Capital Management, LLC | 3,765 | $59.4 萬 | 0.05% | +207+5.8% | 加碼 |
| Holistic Planning, LLC | 3,766 | $59.4 萬 | 0.50% | +3,766 | 新進 |
| Onefund, LLC | 3,772 | $59.5 萬 | 0.77% | +3,772 | 新進 |
| Traynor Capital Management, Inc. | 3,796 | $59.8 萬 | 0.07% | +676+21.7% | 加碼 |
| Marest Capital, LLC | 3,810 | $60.0 萬 | 0.62% | +3,810 | 新進 |
| First International Bank & Trust | 3,810 | $60.1 萬 | 0.23% | +944+32.9% | 加碼 |
| Wayfinding Financial, LLC | 3,800 | $60.1 萬 | 0.41% | +94+2.5% | 加碼 |
| Clare Market Investments LLC | 3,822 | $60.2 萬 | 0.21% | −2,735−41.7% | 減碼 |
| Lodestar Private Asset Management LLC | 3,834 | $60.4 萬 | 0.09% | −65−1.7% | 減碼 |
| Transcendent Capital Group LLC | 3,842 | $60.6 萬 | 0.40% | +3,842 | 新進 |
| TFB Advisors LLC | 3,847 | $60.6 萬 | 0.31% | +3,847 | 新進 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,850 | $60.7 萬 | 0.04% | 00.0% | 不變 |
| Wealthquest Corp | 3,852 | $60.7 萬 | 0.07% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 3,864 | $60.9 萬 | 0.34% | +198+5.4% | 加碼 |
| Desjardins Global Asset Management Inc. | 3,866 | $60.9 萬 | 0.07% | −5,172−57.2% | 減碼 |
| NFP Retirement, Inc. | 3,870 | $61.0 萬 | 0.10% | +96+2.5% | 加碼 |
| Stone Point Wealth LLC | 3,870 | $61.0 萬 | 0.23% | −9−0.2% | 減碼 |
| Private Portfolio Partners LLC | 3,871 | $61.0 萬 | 0.14% | +160+4.3% | 加碼 |
| Northern Oak Wealth Management Inc | 3,873 | $61.1 萬 | 0.07% | −7−0.2% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 3,873 | $61.1 萬 | 0.12% | +744+23.8% | 加碼 |
| Davis R M Inc | 3,876 | $61.1 萬 | 0.01% | −432−10.0% | 減碼 |
| Source Financial Advisors LLC | 3,894 | $61.4 萬 | 0.19% | +1,158+42.3% | 加碼 |
| Seamount Financial Group Inc | 3,896 | $61.4 萬 | 0.59% | +3,896 | 新進 |
| Spinnaker Investment Group, LLC | 3,900 | $61.5 萬 | 0.19% | −25−0.6% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 3,900 | $61.5 萬 | 0.11% | 00.0% | 不變 |
| Beta Wealth Group, Inc. | 2,901 | $61.5 萬 | 0.32% | −1,000−25.6% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 3,891 | $61.6 萬 | 0.07% | +3,891 | 新進 |
| Excalibur Management Corp | 3,902 | $61.6 萬 | 0.29% | −34−0.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,910 | $61.6 萬 | 0.04% | +511+15.0% | 加碼 |
| Ullmann Financial Group, Inc. | 3,913 | $61.7 萬 | 0.10% | +185+5.0% | 加碼 |
| Strategic Investment Solutions, Inc. | 3,914 | $61.7 萬 | 0.11% | −165,373−97.7% | 減碼 |
| Washington Trust Bank | 3,924 | $61.9 萬 | 0.05% | −195−4.7% | 減碼 |
| Kelman-Lazarov, Inc. | 3,928 | $61.9 萬 | 0.13% | +72+1.9% | 加碼 |
| Seven Mile Advisory | 3,943 | $62.2 萬 | 0.54% | −10−0.3% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 3,946 | $62.2 萬 | 0.07% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 3,950 | $62.3 萬 | 0.10% | −100−2.5% | 減碼 |
| Redwood Investment Management, LLC | 3,955 | $62.3 萬 | 0.06% | +3,955 | 新進 |
| Invera Wealth Advisors, LLC | 3,955 | $62.4 萬 | 0.39% | +3,955 | 新進 |
| Titleist Asset Management, LLC | 3,955 | $62.4 萬 | 0.12% | +282+7.7% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,958 | $62.4 萬 | 0.30% | +1,139+40.4% | 加碼 |
| Sweet Financial Partners, LLC | 3,959 | $62.4 萬 | 0.15% | +156+4.1% | 加碼 |
| Athena Investment Management | 3,967 | $62.5 萬 | 0.41% | 00.0% | 不變 |
| S.A. Mason LLC | 3,970 | $62.6 萬 | 0.42% | −100−2.5% | 減碼 |
| Retirement Planning Co of New England, Inc. | 3,997 | $63.0 萬 | 0.28% | +196+5.2% | 加碼 |
| Intact Investment Management Inc. | 4,000 | $63.1 萬 | 0.03% | −3,300−45.2% | 減碼 |
| Patron Partners Advisors, LLC | 4,004 | $63.1 萬 | 0.42% | +661+19.8% | 加碼 |
| Per Stirling Capital Management, LLC. | 4,009 | $63.2 萬 | 0.12% | +100+2.6% | 加碼 |
| Moseley Investment Management Inc | 4,024 | $63.4 萬 | 0.35% | −451−10.1% | 減碼 |
| Heck Capital Advisors, LLC | 4,025 | $63.5 萬 | 0.10% | −369−8.4% | 減碼 |
| DGS Capital Management, LLC | 4,038 | $63.7 萬 | 0.24% | +324+8.7% | 加碼 |
| Tributary Capital Management, LLC | 4,040 | $63.7 萬 | 0.05% | −740−15.5% | 減碼 |
| Power Wealth Management LLC | 4,047 | $63.8 萬 | 0.46% | +4,047 | 新進 |
| Newman Dignan & Sheerar, Inc. | 4,052 | $63.9 萬 | 0.19% | −150−3.6% | 減碼 |