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 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 | 4,427 | $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 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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 5,504 | $86.8 萬 | 0.40% | −1,247−18.5% | 減碼 |
| Summa Corp. | 5,506 | $86.8 萬 | 0.61% | +5,506 | 新進 |
| Intrua Financial, LLC | 5,508 | $86.8 萬 | 0.14% | −345−5.9% | 減碼 |
| Transatlantique Private Wealth LLC | 5,515 | $86.9 萬 | 0.41% | −43−0.8% | 減碼 |
| ZWJ Investment Counsel Inc | 5,516 | $87.0 萬 | 0.04% | 00.0% | 不變 |
| Papp L Roy & Associates | 5,537 | $87.3 萬 | 0.11% | −709−11.4% | 減碼 |
| Private Wealth Partners, LLC | 5,544 | $87.4 萬 | 0.07% | +112+2.1% | 加碼 |
| Chicago Trust Co NA | 5,566 | $87.7 萬 | 0.20% | +218+4.1% | 加碼 |
| Stableford Capital II LLC | 5,452 | $87.8 萬 | 0.38% | +297+5.8% | 加碼 |
| Biltmore Family Office, LLC | 5,578 | $88.3 萬 | 0.18% | −246−4.2% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 5,601 | $88.3 萬 | 0.80% | 00.0% | 不變 |
| Americana Partners, LLC | 5,626 | $88.7 萬 | 0.08% | +1,316+30.5% | 加碼 |
| Hartford Financial Management Inc. | 5,643 | $89.0 萬 | 0.20% | −702−11.1% | 減碼 |
| Priebe Wealth Holdings LLC | 5,650 | $89.1 萬 | 0.73% | +5,650 | 新進 |
| KMG Fiduciary Partners, LLC | 5,651 | $89.1 萬 | 0.10% | −396−6.5% | 減碼 |
| Atlas Capital Advisors LLC | 5,659 | $89.2 萬 | 0.13% | +238+4.4% | 加碼 |
| Driehaus Capital Management LLC | 5,665 | $89.3 萬 | 0.01% | −2,125−27.3% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 5,671 | $89.4 萬 | 0.40% | +20.0% | 加碼 |
| Woodward Diversified Capital, LLC | 5,678 | $89.5 萬 | 0.56% | −2,040−26.4% | 減碼 |
| MWA Asset Management | 5,680 | $89.6 萬 | 0.74% | −522−8.4% | 減碼 |
| Options Solutions, LLC | 5,681 | $89.6 萬 | 0.95% | +4,364+331.4% | 加碼 |
| Virtue Capital Management, LLC | – | $89.7 萬 | 0.18% | – | – |
| Merriman Wealth Management, LLC | 5,674 | $89.8 萬 | 0.04% | −232−3.9% | 減碼 |
| Cim Investment Mangement Inc | 5,711 | $90.0 萬 | 0.29% | 00.0% | 不變 |
| Strong Tower Advisory Services | 5,711 | $90.0 萬 | 0.40% | +248+4.5% | 加碼 |
| RMR Wealth Builders | 5,711 | $90.0 萬 | 0.13% | +960+20.2% | 加碼 |
| PDS Planning, Inc | 5,725 | $90.3 萬 | 0.10% | +272+5.0% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 5,728 | $90.3 萬 | 0.37% | +434+8.2% | 加碼 |
| Fort Point Capital Partners LLC | 5,731 | $90.4 萬 | 0.14% | −20−0.3% | 減碼 |
| Etfidea, LLC | 5,740 | $90.5 萬 | 0.34% | +46+0.8% | 加碼 |
| Mission Creek Capital Partners, Inc. | 5,750 | $90.6 萬 | 0.23% | +225+4.1% | 加碼 |
| Red Wave Investments LLC | 5,755 | $90.7 萬 | 0.36% | 00.0% | 不變 |
| Byrne Asset Management LLC | – | $90.9 萬 | 0.69% | – | – |
| Guardian Asset Advisors, LLC | 5,776 | $91.0 萬 | 0.85% | +5,776 | 新進 |
| Dillon & Associates Inc | 5,768 | $91.1 萬 | 0.17% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 5,786 | $91.2 萬 | 0.08% | −27−0.5% | 減碼 |
| Annex Advisory Services, LLC | 5,787 | $91.2 萬 | 0.04% | +503+9.5% | 加碼 |
| Wealthspan Partners, LLC | 5,789 | $91.3 萬 | 0.64% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 5,791 | $91.3 萬 | 0.10% | +5,791 | 新進 |
| Acorn Creek Capital LLC | 5,795 | $91.4 萬 | 0.41% | +5,795 | 新進 |
| Bill Few Associates, Inc. | 5,806 | $91.5 萬 | 0.42% | +64+1.1% | 加碼 |
| Coastal Investment Advisors, Inc. | 5,819 | $91.7 萬 | 0.21% | −123−2.1% | 減碼 |
| Callan Capital, LLC | 5,822 | $91.8 萬 | 0.09% | +425+7.9% | 加碼 |
| Resolute Wealth Strategies, LLC | 5,823 | $91.8 萬 | 0.62% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 5,836 | $92.0 萬 | 0.01% | +5,836 | 新進 |
| Austin Private Wealth, LLC | 5,837 | $92.0 萬 | 0.12% | +45+0.8% | 加碼 |
| Blackston Financial Advisory Group, LLC | 5,853 | $92.3 萬 | 0.58% | −102−1.7% | 減碼 |
| LVW Advisors, LLC | 5,858 | $92.3 萬 | 0.17% | +1,665+39.7% | 加碼 |
| Morningstar Investment Services LLC | 5,862 | $92.4 萬 | 0.01% | +2,624+81.0% | 加碼 |
| Wealth Management Associates, Inc. | 5,870 | $92.5 萬 | 0.49% | −555−8.6% | 減碼 |
| TCI Wealth Advisors, Inc. | 5,893 | $92.9 萬 | 0.10% | −985−14.3% | 減碼 |
| MB, Levis & Associates, LLC | 5,904 | $93.1 萬 | 0.53% | +4,080+223.7% | 加碼 |
| Willis Johnson & Associates, Inc. | 5,918 | $93.3 萬 | 0.09% | +315+5.6% | 加碼 |
| Virtu Financial LLC | 5,926 | $93.4 萬 | 0.07% | +5,926 | 新進 |
| Wetzel Investment Advisors, Inc. | 5,925 | $93.4 萬 | 0.57% | +5,925 | 新進 |
| Abacus Planning Group, Inc. | 5,925 | $93.4 萬 | 0.20% | −26−0.4% | 減碼 |
| General Partner, Inc. | 5,887 | $93.5 萬 | 0.79% | 00.0% | 不變 |
| Columbus Macro, LLC | 5,902 | $93.7 萬 | 0.37% | +42+0.7% | 加碼 |
| Southeast Asset Advisors Inc. | 5,974 | $94.2 萬 | 0.12% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 5,980 | $94.3 萬 | 0.04% | −1,747−22.6% | 減碼 |
| Benin Management CORP | 5,990 | $94.4 萬 | 0.32% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 5,866 | $94.5 萬 | 0.59% | −44−0.7% | 減碼 |
| LVM Capital Management Ltd | 6,000 | $94.6 萬 | 0.12% | +25+0.4% | 加碼 |
| Valley National Advisers Inc | 6,009 | $94.7 萬 | 0.15% | +384+6.8% | 加碼 |
| Romano Brothers and Company | 6,020 | $94.9 萬 | 0.14% | −1,003−14.3% | 減碼 |
| Financial Advisory Group | 6,021 | $94.9 萬 | 0.18% | −500−7.7% | 減碼 |
| Oxbow Advisors, LLC | 6,036 | $95.2 萬 | 0.14% | +54+0.9% | 加碼 |
| Viawealth, LLC | 6,040 | $95.2 萬 | 0.65% | +1,575+35.3% | 加碼 |
| Everpar Advisors LLC | 6,043 | $95.3 萬 | 0.44% | +6,043 | 新進 |
| Solstein Capital, LLC | 6,046 | $95.3 萬 | 0.71% | +499+9.0% | 加碼 |
| Park Edge Advisors, LLC | 6,050 | $95.4 萬 | 0.33% | +5+0.1% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 6,058 | $95.5 萬 | 0.25% | −5,082−45.6% | 減碼 |
| Patriot Investment Management Inc. | 6,060 | $95.5 萬 | 0.08% | 00.0% | 不變 |
| FDx Advisors, Inc. | 6,061 | $95.6 萬 | 0.07% | +388+6.8% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 6,070 | $95.6 萬 | 0.43% | +1,570+34.9% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 6,071 | $95.7 萬 | 0.19% | −924−13.2% | 減碼 |
| Helen Stephens Group, LLC | 6,077 | $95.8 萬 | 0.43% | +441+7.8% | 加碼 |
| MCF Advisors LLC | 6,063 | $95.9 萬 | 0.08% | +1,123+22.7% | 加碼 |
| Beaton Management Co. Inc. | 6,119 | $96.5 萬 | 0.58% | −66−1.1% | 減碼 |
| PFW Advisors LLC | 6,128 | $96.6 萬 | 0.31% | +84+1.4% | 加碼 |
| Institute for Wealth Management, LLC. | 6,129 | $96.6 萬 | 0.16% | −25−0.4% | 減碼 |
| Peoples Financial Services Corp. | 6,134 | $96.7 萬 | 0.42% | 00.0% | 不變 |
| Highland Capital Management, LLC | 6,155 | $97.0 萬 | 0.06% | −1,900−23.6% | 減碼 |
| Provence Wealth Management Group | 6,161 | $97.1 萬 | 0.52% | +807+15.1% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 6,161 | $97.2 萬 | 0.23% | −331−5.1% | 減碼 |
| Eudaimonia Advisors LLC | 6,172 | $97.3 萬 | 0.63% | +154+2.6% | 加碼 |
| Fortem Financial Group, LLC | 6,174 | $97.3 萬 | 0.48% | +853+16.0% | 加碼 |
| Pin Oak Investment Advisors Inc | 6,166 | $97.5 萬 | 0.99% | +100+1.6% | 加碼 |
| Principle Wealth Partners LLC | 6,185 | $97.5 萬 | 0.08% | 00.0% | 不變 |
| Security Financial Services, INC. | 6,188 | $97.6 萬 | 0.24% | +13+0.2% | 加碼 |
| Castle Rock Wealth Management, LLC | 6,264 | $97.8 萬 | 0.30% | +580+10.2% | 加碼 |
| Kowal Investment Group, LLC | 6,219 | $98.0 萬 | 0.23% | −615−9.0% | 減碼 |
| Grove Bank & Trust | 6,229 | $98.2 萬 | 0.18% | +57+0.9% | 加碼 |
| Sunburst Financial Group, LLC | 6,243 | $98.4 萬 | 0.30% | +416+7.1% | 加碼 |
| N.E.W. Advisory Services LLC | 6,248 | $98.5 萬 | 0.12% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 6,253 | $98.6 萬 | 0.04% | +929+17.4% | 加碼 |
| BayBridge Capital Group, LLC | 6,114 | $98.6 萬 | 0.92% | +6,114 | 新進 |
| DRW Securities, LLC | 6,276 | $98.9 萬 | 0.03% | +2,444+63.8% | 加碼 |
| Proffitt & Goodson Inc | 6,295 | $99.2 萬 | 0.19% | −245−3.7% | 減碼 |
| ICA Group Wealth Management, LLC | 6,300 | $99.3 萬 | 0.22% | +504+8.7% | 加碼 |