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。
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
- 3,320
- 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 1,508 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 | 4,427 | $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 |
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 |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 19,390 | $131.3 萬 | 0.34% | −252−1.3% | 減碼 |
| Diversify Advisory Services, LLC | 18,651 | $130.4 萬 | 0.07% | +1,765+10.5% | 加碼 |
| Security Financial Services, INC. | 19,170 | $129.8 萬 | 0.28% | +150+0.8% | 加碼 |
| SRN Advisors, LLC | 19,150 | $129.7 萬 | 1.08% | +522+2.8% | 加碼 |
| Retirement Planning Group | 19,148 | $129.7 萬 | 0.08% | −2,520−11.6% | 減碼 |
| Towerpoint Wealth, LLC | 19,120 | $129.5 萬 | 0.65% | −644−3.3% | 減碼 |
| Tevis Investment Management | 19,083 | $129.2 萬 | 1.04% | +165+0.9% | 加碼 |
| Banco BTG Pactual S.A. | 18,715 | $129.1 萬 | 0.33% | +4,180+28.8% | 加碼 |
| Charles Schwab Trust Co | 19,027 | $128.8 萬 | 0.12% | −2,510−11.7% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 18,994 | $128.6 萬 | 0.44% | −9,991−34.5% | 減碼 |
| Principle Wealth Partners LLC | 18,945 | $128.3 萬 | 0.10% | +258+1.4% | 加碼 |
| TCI Wealth Advisors, Inc. | 18,888 | $127.9 萬 | 0.12% | +536+2.9% | 加碼 |
| Financial Advocates Investment Management | 18,835 | $127.5 萬 | 0.08% | −8,499−31.1% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 18,834 | $127.5 萬 | 0.27% | 00.0% | 不變 |
| First National Bank of Hutchinson | 18,826 | $127.5 萬 | 0.81% | +5,227+38.4% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,823 | $127.5 萬 | 0.21% | +561+3.1% | 加碼 |
| Coastal Investment Advisors, Inc. | 18,797 | $127.3 萬 | 0.25% | +937+5.2% | 加碼 |
| My Legacy Advisors, LLC | 18,793 | $127.2 萬 | 0.41% | +444+2.4% | 加碼 |
| Maven Securities LTD | 18,774 | $127.1 萬 | 0.20% | +12,622+205.2% | 加碼 |
| MJP Associates Inc | 18,759 | $127.0 萬 | 0.26% | −900−4.6% | 減碼 |
| Private Wealth Partners, LLC | 18,753 | $127.0 萬 | 0.10% | +1,161+6.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 18,626 | $126.1 萬 | 0.12% | +299+1.6% | 加碼 |
| Costello Asset Management, INC | 18,619 | $126.1 萬 | 0.94% | −257−1.4% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 18,576 | $125.8 萬 | 0.05% | +8,654+87.2% | 加碼 |
| Beaton Management Co. Inc. | 18,557 | $125.6 萬 | 0.68% | +200+1.1% | 加碼 |
| W.H. Cornerstone Investments Inc. | 18,527 | $125.4 萬 | 0.89% | +123+0.7% | 加碼 |
| Colton Groome Financial Advisors, LLC | 18,516 | $125.4 萬 | 0.49% | −1,688−8.4% | 減碼 |
| Peak Planning Group, LLC | 18,420 | $124.7 萬 | 0.61% | +3,372+22.4% | 加碼 |
| St. Louis Trust Co | 18,411 | $124.7 萬 | 0.19% | 00.0% | 不變 |
| FCG Investment Co | 18,377 | $124.4 萬 | 0.94% | +954+5.5% | 加碼 |
| Benin Management CORP | 18,372 | $124.4 萬 | 0.38% | +345+1.9% | 加碼 |
| Great Lakes Retirement, Inc. | 18,366 | $124.4 萬 | 0.17% | +1,596+9.5% | 加碼 |
| Grove Bank & Trust | 18,336 | $124.2 萬 | 0.20% | −93−0.5% | 減碼 |
| KWB Wealth | 20,612 | $124.0 萬 | 0.17% | −273−1.3% | 減碼 |
| Paloma Partners Management Co | 18,310 | $124.0 萬 | 0.11% | +18,310 | 新進 |
| Pin Oak Investment Advisors Inc | 18,275 | $123.7 萬 | 1.18% | +438+2.5% | 加碼 |
| Helen Stephens Group, LLC | 18,245 | $123.5 萬 | 0.43% | −48−0.3% | 減碼 |
| Murphy Pohlad Asset Management LLC | 18,235 | $123.5 萬 | 0.53% | −845−4.4% | 減碼 |
| CNB Bank | 18,208 | $123.3 萬 | 0.59% | +8,967+97.0% | 加碼 |
| MB, Levis & Associates, LLC | 18,159 | $123.0 萬 | 0.65% | +204+1.1% | 加碼 |
| Magnus Financial Group LLC | 18,114 | $122.7 萬 | 0.14% | +156+0.9% | 加碼 |
| Willis Johnson & Associates, Inc. | 18,082 | $122.4 萬 | 0.10% | +1,079+6.3% | 加碼 |
| Nebula Research & Development LLC | 18,076 | $122.4 萬 | 0.20% | −4,583−20.2% | 減碼 |
| MCF Advisors LLC | 17,993 | $121.8 萬 | 0.09% | +523+3.0% | 加碼 |
| Southeast Asset Advisors Inc. | 17,968 | $121.7 萬 | 0.15% | +31+0.2% | 加碼 |
| Sunburst Financial Group, LLC | 17,938 | $121.5 萬 | 0.33% | +824+4.8% | 加碼 |
| Viawealth, LLC | 17,866 | $121.0 萬 | 0.75% | −497−2.7% | 減碼 |
| D'Orazio & Associates, Inc. | 17,860 | $120.9 萬 | 0.19% | +395+2.3% | 加碼 |
| Papp L Roy & Associates | 17,805 | $120.6 萬 | 0.15% | +1,116+6.7% | 加碼 |
| Delap Wealth Advisory, LLC | 17,798 | $120.5 萬 | 0.55% | −19,262−52.0% | 減碼 |
| Wealthspan Partners, LLC | 17,763 | $120.3 萬 | 0.66% | −27−0.2% | 減碼 |
| Concord Wealth Partners | 17,747 | $120.2 萬 | 0.21% | +2,093+13.4% | 加碼 |
| MWA Asset Management | 17,730 | $120.1 萬 | 0.86% | −39−0.2% | 減碼 |
| PFW Advisors LLC | 17,634 | $119.4 萬 | 0.38% | −1,226−6.5% | 減碼 |
| Journey Strategic Wealth LLC | 17,628 | $119.4 萬 | 0.05% | +6,073+52.6% | 加碼 |
| Donaldson Capital Management, LLC | 17,590 | $119.1 萬 | 0.05% | +22+0.1% | 加碼 |
| Strait & Sound Wealth Management LLC | 17,583 | $119.1 萬 | 0.61% | +426+2.5% | 加碼 |
| Fort Point Capital Partners LLC | 17,482 | $118.4 萬 | 0.15% | +235+1.4% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 17,997 | $118.2 萬 | 0.00% | −2,052,768−99.1% | 減碼 |
| Resolute Wealth Strategies, LLC | 17,416 | $117.9 萬 | 0.68% | −237−1.3% | 減碼 |
| Icon Wealth Advisors, LLC | 17,169 | $117.8 萬 | 0.10% | −853−4.7% | 減碼 |
| Sym Financial Corp | 17,404 | $117.8 萬 | 0.19% | +2,456+16.4% | 加碼 |
| Merriman Wealth Management, LLC | 17,382 | $117.7 萬 | 0.05% | −352−2.0% | 減碼 |
| Transatlantique Private Wealth LLC | 17,352 | $117.4 萬 | 0.48% | −1,165−6.3% | 減碼 |
| Savoie Capital LLC | 17,334 | $117.4 萬 | 0.15% | 00.0% | 不變 |
| Souders Financial Advisors | 17,291 | $117.1 萬 | 0.18% | −9,989−36.6% | 減碼 |
| Simon Quick Advisors, LLC | 17,209 | $116.5 萬 | 0.08% | +4,605+36.5% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 17,213 | $116.5 萬 | 0.21% | 00.0% | 不變 |
| Slagle Financial, LLC | 17,204 | $116.5 萬 | 0.60% | +9,695+129.1% | 加碼 |
| Louisbourg Investments Inc. | 17,150 | $116.1 萬 | 0.33% | −6,100−26.2% | 減碼 |
| Red Wave Investments LLC | 17,149 | $116.1 萬 | 0.43% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 17,124 | $115.9 萬 | 0.20% | −408−2.3% | 減碼 |
| Evernest Financial Advisors, LLC | 17,109 | $115.8 萬 | 0.52% | −256−1.5% | 減碼 |
| RMB Capital Management, LLC | 17,069 | $115.6 萬 | 0.03% | −1,999−10.5% | 減碼 |
| Mount Yale Investment Advisors, LLC | 17,065 | $115.5 萬 | 0.09% | −141−0.8% | 減碼 |
| Cim Investment Mangement Inc | 17,036 | $115.4 萬 | 0.36% | −97−0.6% | 減碼 |
| Columbus Macro, LLC | 16,837 | $115.1 萬 | 0.44% | −177−1.0% | 減碼 |
| Regent Peak Wealth Advisors LLC | 16,992 | $115.1 萬 | 0.29% | +151+0.9% | 加碼 |
| Allied Investment Advisors, LLC | 16,986 | $115.0 萬 | 0.27% | −780−4.4% | 減碼 |
| Personal Cfo Solutions, LLC | 16,924 | $114.6 萬 | 0.18% | −36−0.2% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 16,915 | $114.5 萬 | 0.24% | −808−4.6% | 減碼 |
| Fiduciary Family Office, LLC | 16,913 | $114.5 萬 | 0.45% | +832+5.2% | 加碼 |
| Valley National Advisers Inc | 16,851 | $114.0 萬 | 0.17% | −1,356−7.4% | 減碼 |
| Romano Brothers and Company | 16,835 | $114.0 萬 | 0.16% | −1,225−6.8% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 16,803 | $113.8 萬 | 0.65% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 16,778 | $113.6 萬 | 0.21% | +45+0.3% | 加碼 |
| Byrne Asset Management LLC | 16,725 | $113.5 萬 | 0.81% | −625−3.6% | 減碼 |
| Revisor Wealth Management LLC | 16,741 | $113.4 萬 | 0.79% | +1,466+9.6% | 加碼 |
| Probity Advisors, Inc. | 16,716 | $113.2 萬 | 0.23% | +819+5.2% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 16,674 | $112.9 萬 | 0.46% | +50.0% | 加碼 |
| Catalina Capital Group, LLC | 16,665 | $112.8 萬 | 0.43% | +826+5.2% | 加碼 |
| Clarus Group, Inc. | 16,656 | $112.8 萬 | 0.50% | +4,617+38.4% | 加碼 |
| Smith Thornton Advisors LLC | 16,640 | $112.7 萬 | 0.83% | +16,640 | 新進 |
| Summa Corp. | 16,612 | $112.5 萬 | 0.55% | +75+0.5% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 16,582 | $112.3 萬 | 0.02% | −421−2.5% | 減碼 |
| DGS Capital Management, LLC | 16,532 | $111.9 萬 | 0.31% | +488+3.0% | 加碼 |
| Alta Capital Management LLC | 16,500 | $111.7 萬 | 0.07% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 16,487 | $111.6 萬 | 0.52% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 16,484 | $111.6 萬 | 0.50% | −318−1.9% | 減碼 |
| Annex Advisory Services, LLC | 16,480 | $111.6 萬 | 0.04% | −2,187−11.7% | 減碼 |