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。
2024 年第 2 季 13F 持有人
Walmart Inc. 在 2024/6/30 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
- 3,321
- 較 2024 年第 1 季 +156 家
- 持有股數
- 27.8 億
- 較 2024 年第 1 季 +3,620 萬 (+1.3%)
- 總市值
- $1,886 億
- 較 2024 年第 1 季 +$229.5 億 (+13.9%)
- 新進機構
- 251
- 另有 1,509 家加碼
- 清倉機構
- 95
- 另有 1,227 家減碼
另有 47 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bright Futures Wealth Management, LLC. | 10,271 | $70.3 萬 | 0.38% | +343+3.5% | 加碼 |
| Mill Creek Capital Advisors, LLC | 10,393 | $70.4 萬 | 0.02% | −840−7.5% | 減碼 |
| AA Financial Advisors, LLC | 10,400 | $70.4 萬 | 0.25% | +893+9.4% | 加碼 |
| Sara-Bay Financial | 10,416 | $70.5 萬 | 0.29% | −135−1.3% | 減碼 |
| Strategic Investment Advisors | 10,417 | $70.5 萬 | 0.09% | +4,051+63.6% | 加碼 |
| Vantage Consulting Group Inc | 10,428 | $70.6 萬 | 0.52% | −1,428−12.0% | 減碼 |
| Masso Torrence Wealth Management Inc. | 10,448 | $70.7 萬 | 0.39% | +602+6.1% | 加碼 |
| Mayfair Advisory Group, LLC | 10,236 | $70.9 萬 | 0.48% | −115−1.1% | 減碼 |
| Ashton Thomas Securities, LLC | 10,143 | $70.9 萬 | 0.17% | +10,143 | 新進 |
| Winch Advisory Services, LLC | 10,480 | $71.0 萬 | 0.20% | +1,023+10.8% | 加碼 |
| Signature Wealth Management Group | 10,510 | $71.2 萬 | 0.31% | +299+2.9% | 加碼 |
| Castle Wealth Management LLC | 10,522 | $71.2 萬 | 0.34% | +66+0.6% | 加碼 |
| Royal Capital Wealth Management, LLC | 10,547 | $71.4 萬 | 0.54% | +2,005+23.5% | 加碼 |
| Retirement Planning Co of New England, Inc. | 10,588 | $71.7 萬 | 0.39% | −338−3.1% | 減碼 |
| BTG Pactual Asset Management US LLC | 10,600 | $71.8 萬 | 0.18% | +10,600 | 新進 |
| Planning Directions Inc | 10,619 | $71.9 萬 | 0.49% | −167−1.5% | 減碼 |
| Foguth Wealth Management, LLC. | 10,650 | $72.1 萬 | 0.32% | +2,005+23.2% | 加碼 |
| Great Diamond Partners, LLC | 10,673 | $72.3 萬 | 0.17% | −1,378−11.4% | 減碼 |
| Prosperity Financial Group, Inc. | 10,699 | $72.4 萬 | 0.46% | −378−3.4% | 減碼 |
| Avondale Wealth Management | 10,700 | $72.4 萬 | 0.50% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 10,707 | $72.5 萬 | 0.06% | +810+8.2% | 加碼 |
| E&G Advisors, LP | 10,791 | $73.1 萬 | 0.21% | +100+0.9% | 加碼 |
| Well Done, LLC | 10,817 | $73.2 萬 | 0.15% | +381+3.7% | 加碼 |
| Invesco, LLC | 10,826 | $73.3 萬 | 0.31% | −15−0.1% | 減碼 |
| Cornerstone Advisory, LLC | 10,831 | $73.3 萬 | 0.10% | −1,759−14.0% | 減碼 |
| American Trust | 10,833 | $73.4 萬 | 0.06% | +252+2.4% | 加碼 |
| Mystic Asset Management, Inc. | 10,844 | $73.4 萬 | 0.30% | +6+0.1% | 加碼 |
| Milestone Asset Management, LLC | 10,848 | $73.5 萬 | 0.18% | +1,383+14.6% | 加碼 |
| Primoris Wealth Advisors, LLC | 10,874 | $73.6 萬 | 0.59% | −250−2.2% | 減碼 |
| Clough Capital Partners L P | 10,875 | $73.6 萬 | 0.08% | +10,875 | 新進 |
| Geller Advisors LLC | 10,888 | $73.7 萬 | 0.05% | +2,905+36.4% | 加碼 |
| Strategic Advisors LLC | 10,895 | $73.8 萬 | 0.14% | +1,167+12.0% | 加碼 |
| Spinnaker Investment Group, LLC | 10,911 | $73.9 萬 | 0.20% | −1,389−11.3% | 減碼 |
| Carson Advisory Inc. | 10,921 | $73.9 萬 | 0.52% | +777+7.7% | 加碼 |
| Old Point Trust & Financial Services N A | 10,922 | $74.0 萬 | 0.29% | −566−4.9% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 10,992 | $74.4 萬 | 0.60% | +151+1.4% | 加碼 |
| Schear Investment Advisers, LLC | 10,996 | $74.5 萬 | 0.54% | +1,636+17.5% | 加碼 |
| Lazari Capital Management, Inc. | 10,997 | $74.5 萬 | 0.34% | +947+9.4% | 加碼 |
| Carr Financial Group Corp | 10,998 | $74.5 萬 | 0.24% | −402−3.5% | 減碼 |
| Alpine Global Management, LLC | 11,002 | $74.5 萬 | 0.13% | +11,002 | 新進 |
| Pinnacle Bancorp, Inc. | 11,028 | $74.7 萬 | 0.22% | +1,020+10.2% | 加碼 |
| Silverlake Wealth Management LLC | 11,055 | $74.9 萬 | 0.31% | −118−1.1% | 減碼 |
| MN Wealth Advisors, LLC | 9,655 | $74.9 萬 | 0.43% | −1,175−10.8% | 減碼 |
| Maripau Wealth Management LLC | 11,067 | $74.9 萬 | 0.51% | +2,393+27.6% | 加碼 |
| Coerente Capital Management | 11,100 | $75.2 萬 | 0.15% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 11,112 | $75.2 萬 | 0.38% | +402+3.8% | 加碼 |
| Hunter Associates Investment Management LLC | 11,120 | $75.3 萬 | 0.13% | +590+5.6% | 加碼 |
| Davis R M Inc | 11,135 | $75.4 萬 | 0.02% | −183−1.6% | 減碼 |
| Leibman Financial Services, Inc. | 11,182 | $75.7 萬 | 0.56% | 00.0% | 不變 |
| Onefund, LLC | 11,202 | $75.8 萬 | 0.83% | +185+1.7% | 加碼 |
| Athena Investment Management | 11,203 | $75.9 萬 | 0.46% | −699−5.9% | 減碼 |
| Lodestar Private Asset Management LLC | 11,216 | $75.9 萬 | 0.10% | −135−1.2% | 減碼 |
| Harbert Fund Advisors, Inc. | 11,250 | $76.2 萬 | 0.61% | −5,300−32.0% | 減碼 |
| Pacific Sage Partners, LLC | 11,253 | $76.2 萬 | 0.19% | +106+1.0% | 加碼 |
| Diversified, LLC | 11,254 | $76.2 萬 | 0.09% | +500+4.6% | 加碼 |
| Private Wealth Strategies, L.L.C. | 11,276 | $76.4 萬 | 0.15% | +36+0.3% | 加碼 |
| Kelman-Lazarov, Inc. | 11,287 | $76.4 萬 | 0.14% | −560−4.7% | 減碼 |
| Seven Mile Advisory | 11,295 | $76.5 萬 | 0.56% | −596−5.0% | 減碼 |
| Wayfinding Financial, LLC | 11,312 | $76.5 萬 | 0.43% | −719−6.0% | 減碼 |
| SS&H Financial Advisors, Inc. | 11,295 | $76.5 萬 | 0.30% | +6,987+162.2% | 加碼 |
| Alta Advisers Ltd | 11,300 | $76.5 萬 | 0.37% | 00.0% | 不變 |
| Main Street Research LLC | 11,315 | $76.6 萬 | 0.05% | −1,516−11.8% | 減碼 |
| KPP Advisory Services LLC | 11,385 | $77.1 萬 | 0.20% | −286−2.5% | 減碼 |
| Crescent Sterling, Ltd. | 11,403 | $77.2 萬 | 0.74% | −1,347−10.6% | 減碼 |
| Montgomery Investment Management Inc | 11,413 | $77.3 萬 | 0.31% | 00.0% | 不變 |
| Pullen Investment Management, LLC | 11,414 | $77.3 萬 | 0.64% | +837+7.9% | 加碼 |
| Tributary Capital Management, LLC | 11,430 | $77.4 萬 | 0.06% | −440−3.7% | 減碼 |
| First International Bank & Trust | 11,430 | $77.4 萬 | 0.27% | 00.0% | 不變 |
| Per Stirling Capital Management, LLC. | 11,492 | $77.8 萬 | 0.13% | −321−2.7% | 減碼 |
| Spotlight Asset Group, Inc. | 11,501 | $77.9 萬 | 0.54% | +1,520+15.2% | 加碼 |
| Grant/GrossMendelsohn, LLC | 11,502 | $77.9 萬 | 0.36% | +10+0.1% | 加碼 |
| Ethos Financial Group, LLC | 11,521 | $78.0 萬 | 0.14% | −1,575−12.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 11,520 | $78.0 萬 | 0.05% | 00.0% | 不變 |
| Marest Capital, LLC | 11,544 | $78.2 萬 | 0.69% | +77+0.7% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 11,550 | $78.2 萬 | 0.05% | 00.0% | 不變 |
| Bellwether Advisors, LLC | 11,563 | $78.3 萬 | 0.16% | +11,563 | 新進 |
| BSW Wealth Partners | 11,567 | $78.3 萬 | 0.13% | +304+2.7% | 加碼 |
| Orrstown Financial Services Inc | 11,585 | $78.4 萬 | 0.41% | +50.0% | 加碼 |
| Stone Point Wealth LLC | 11,610 | $78.6 萬 | 0.28% | 00.0% | 不變 |
| CTC Alternative Strategies, Ltd. | 11,648 | $78.9 萬 | 0.33% | +11,648 | 新進 |
| Foster Dykema Cabot & Partners, LLC | 11,652 | $78.9 萬 | 0.07% | 00.0% | 不變 |
| Cromwell Holdings LLC | 11,664 | $79.0 萬 | 0.47% | +11,664 | 新進 |
| Redhawk Wealth Advisors, Inc. | 11,684 | $79.1 萬 | 0.12% | +46+0.4% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 11,700 | $79.2 萬 | 0.12% | 00.0% | 不變 |
| Cahaba Wealth Management, Inc. | 11,698 | $79.2 萬 | 0.07% | −1,362−10.4% | 減碼 |
| UMA Financial Services, Inc. | 11,346 | $79.4 萬 | 0.15% | +633+5.9% | 加碼 |
| BluePath Capital Management, LLC | 11,732 | $79.4 萬 | 0.57% | +1,750+17.5% | 加碼 |
| Slocum, Gordon & Co LLP | 11,759 | $79.6 萬 | 0.59% | +300+2.6% | 加碼 |
| Advus Financial Partners, LLC | 11,783 | $79.8 萬 | 0.24% | +1,381+13.3% | 加碼 |
| Aveo Capital Partners, LLC | 11,803 | $79.9 萬 | 0.09% | −2,421−17.0% | 減碼 |
| United Bank | 11,844 | $80.2 萬 | 0.10% | −915−7.2% | 減碼 |
| Seamount Financial Group Inc | 11,847 | $80.2 萬 | 0.65% | +198+1.7% | 加碼 |
| ICA Group Wealth Management, LLC | 11,900 | $80.6 萬 | 0.48% | −6,837−36.5% | 減碼 |
| Blueshift Asset Management, LLC | 11,901 | $80.6 萬 | 0.27% | −5,403−31.2% | 減碼 |
| Absolute Capital Management, LLC | 11,945 | $80.9 萬 | 0.49% | +5,799+94.4% | 加碼 |
| BLB&B Advisors, LLC | 11,954 | $80.9 萬 | 0.04% | +2,889+31.9% | 加碼 |
| DF Dent & Co Inc | 11,963 | $81.0 萬 | 0.01% | −1,500−11.1% | 減碼 |
| Beacon Financial Advisory LLC | 11,970 | $81.0 萬 | 0.30% | +5,918+97.8% | 加碼 |
| American Capital Advisory, LLC | 5,152 | $81.2 萬 | 0.58% | +1,029+25.0% | 加碼 |
| Matisse Capital | 12,017 | $81.4 萬 | 0.40% | +900+8.1% | 加碼 |