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 4 季 13F 持有人
Walmart Inc. 在 2024/12/31 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
- 3,920
- 較 2024 年第 3 季 +526 家
- 持有股數
- 28.3 億
- 較 2024 年第 3 季 +6,081 萬 (+2.2%)
- 總市值
- $2,553 億
- 較 2024 年第 3 季 +$325.2 億 (+14.6%)
- 新進機構
- 598
- 另有 1,393 家加碼
- 清倉機構
- 72
- 另有 1,470 家減碼
另有 70 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Coerente Capital Management | 10,200 | $92.2 萬 | 0.17% | −900−8.1% | 減碼 |
| Five Oceans Advisors | 10,202 | $92.2 萬 | 0.42% | +82+0.8% | 加碼 |
| Strategic Investment Solutions, Inc. | 9,289 | $92.2 萬 | 0.31% | −2,496−21.2% | 減碼 |
| Pacific Global Investment Management CO | 10,207 | $92.2 萬 | 1.19% | −159,813−94.0% | 減碼 |
| Middleton & Co Inc | 10,211 | $92.3 萬 | 0.10% | +140+1.4% | 加碼 |
| Private Portfolio Partners LLC | 10,230 | $92.4 萬 | 0.17% | +15+0.1% | 加碼 |
| SC&H Financial Advisors, Inc. | 10,232 | $92.4 萬 | 0.19% | +103+1.0% | 加碼 |
| Quantum Financial Advisors, LLC | 10,298 | $93.0 萬 | 0.14% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 10,301 | $93.1 萬 | 0.61% | −39,980−79.5% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 10,305 | $93.1 萬 | 0.01% | −60−0.6% | 減碼 |
| Selective Wealth Management, Inc. | 10,277 | $93.3 萬 | 0.38% | +713+7.5% | 加碼 |
| Legacy Financial Group, Inc. | 10,343 | $93.4 萬 | 0.30% | −306−2.9% | 減碼 |
| Alhambra Investment Partners LLC | 10,356 | $93.6 萬 | 0.48% | 00.0% | 不變 |
| Pflug Koory, LLC | 10,364 | $93.6 萬 | 0.47% | +7,730+293.5% | 加碼 |
| Legacy Financial Strategies, LLC | 10,410 | $93.7 萬 | 0.20% | +5,253+101.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 10,398 | $93.9 萬 | 0.03% | +7,173+222.4% | 加碼 |
| Heritage Wealth Management, Inc. | 10,407 | $94.0 萬 | 0.80% | +67+0.6% | 加碼 |
| Firethorn Wealth Partners, LLC | 10,416 | $94.1 萬 | 0.47% | +301+3.0% | 加碼 |
| KKM Financial LLC | 10,419 | $94.1 萬 | 0.39% | 00.0% | 不變 |
| Ninepoint Partners LP | 10,438 | $94.3 萬 | 0.15% | −1,288−11.0% | 減碼 |
| Capital Markets Trading UK LLP | 10,453 | $94.4 萬 | 0.56% | +2,673+34.4% | 加碼 |
| Primoris Wealth Advisors, LLC | 10,449 | $94.4 萬 | 0.72% | −275−2.6% | 減碼 |
| Thompson David Blair | 10,450 | $94.4 萬 | 0.69% | +10,450 | 新進 |
| Koa Wealth Management, LLC | 10,491 | $94.8 萬 | 0.77% | −1,341−11.3% | 減碼 |
| Rosenberg Matthew Hamilton | 10,491 | $94.8 萬 | 0.25% | +63+0.6% | 加碼 |
| Cherokee Insurance Co | 10,500 | $94.9 萬 | 0.43% | +10,500 | 新進 |
| Retirement Planning Co of New England, Inc. | 10,525 | $95.1 萬 | 0.46% | −22−0.2% | 減碼 |
| Carson Advisory Inc. | 10,529 | $95.1 萬 | 0.66% | −40.0% | 減碼 |
| Spinnaker Investment Group, LLC | 10,576 | $95.6 萬 | 0.23% | −491−4.4% | 減碼 |
| Ambassador Advisors, LLC | 10,580 | $95.6 萬 | 0.16% | −2,883−21.4% | 減碼 |
| Matisse Capital | 10,617 | $95.9 萬 | 0.49% | 00.0% | 不變 |
| North Star Asset Management Inc | 10,645 | $96.2 萬 | 0.04% | +390+3.8% | 加碼 |
| Ransom Advisory, Ltd | 10,662 | $96.3 萬 | 0.44% | 00.0% | 不變 |
| Rather & Kittrell, Inc. | 10,691 | $96.6 萬 | 0.23% | +37+0.3% | 加碼 |
| KLCM Advisors, Inc. | 10,695 | $96.6 萬 | 0.11% | +1,949+22.3% | 加碼 |
| Strategic Investment Advisors | 10,718 | $96.8 萬 | 0.10% | −211−1.9% | 減碼 |
| Wealth Management Nebraska | 10,725 | $96.9 萬 | 0.16% | +10,725 | 新進 |
| First County Bank | 10,770 | $97.3 萬 | 0.54% | −2,244−17.2% | 減碼 |
| E&G Advisors, LP | 10,791 | $97.5 萬 | 0.26% | −200−1.8% | 減碼 |
| Intrua Financial, LLC | 10,818 | $97.7 萬 | 0.16% | −6,174−36.3% | 減碼 |
| Maiden Cove Capital, LLC | 10,825 | $97.8 萬 | 1.50% | −622−5.4% | 減碼 |
| LexAurum Advisors, LLC | 10,829 | $97.8 萬 | 0.19% | +810+8.1% | 加碼 |
| Mainstream Capital Management LLC | 10,871 | $98.2 萬 | 0.69% | +113+1.1% | 加碼 |
| Howard Financial Services, Ltd. | 10,895 | $98.4 萬 | 0.13% | +2,288+26.6% | 加碼 |
| Impact Capital Partners LLC | 10,897 | $98.5 萬 | 0.35% | +10,897 | 新進 |
| Provenance Wealth Advisors, LLC | 10,904 | $98.5 萬 | 0.13% | −20,173−64.9% | 減碼 |
| Capstone Wealth Management Group LLC | 10,922 | $98.7 萬 | 0.75% | +10,922 | 新進 |
| Washington Trust Bank | 10,923 | $98.7 萬 | 0.09% | −121−1.1% | 減碼 |
| Masso Torrence Wealth Management Inc. | 10,929 | $98.7 萬 | 0.52% | +515+4.9% | 加碼 |
| S.E.E.D. Planning Group LLC | 10,936 | $98.8 萬 | 0.33% | −843−7.2% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 10,948 | $98.9 萬 | 0.74% | 00.0% | 不變 |
| Invesco, LLC | 10,950 | $98.9 萬 | 0.39% | +124+1.1% | 加碼 |
| Ashford Capital Management Inc | 10,980 | $99.2 萬 | 0.12% | +1,060+10.7% | 加碼 |
| Bell Bank | 10,987 | $99.3 萬 | 0.07% | +2,433+28.4% | 加碼 |
| Carr Financial Group Corp | 10,996 | $99.3 萬 | 0.31% | −1,360−11.0% | 減碼 |
| Pennington Partners & Co., LLC | 10,975 | $99.4 萬 | 0.49% | +10,975 | 新進 |
| BLB&B Advisors, LLC | 11,002 | $99.4 萬 | 0.05% | −1,871−14.5% | 減碼 |
| USAdvisors Wealth Management, LLC | 11,024 | $99.6 萬 | 0.32% | −47−0.4% | 減碼 |
| Silverlake Wealth Management LLC | 11,029 | $99.6 萬 | 0.39% | −7−0.1% | 減碼 |
| Traveka Wealth, LLC | 11,069 | $100.0 萬 | 0.55% | +3,160+40.0% | 加碼 |
| American Trust | 11,085 | $100.2 萬 | 0.08% | 00.0% | 不變 |
| Leonteq Securities AG | 11,110 | $100.3 萬 | 0.10% | +11,110 | 新進 |
| Avondale Wealth Management | 11,150 | $100.7 萬 | 0.65% | +450+4.2% | 加碼 |
| Seamount Financial Group Inc | 11,168 | $100.9 萬 | 0.70% | −455−3.9% | 減碼 |
| Park Capital Management, LLC | 11,195 | $101.1 萬 | 1.21% | +11,195 | 新進 |
| Lodestar Private Asset Management LLC | 11,216 | $101.3 萬 | 0.13% | 00.0% | 不變 |
| WNY Asset Management, LLC | 11,237 | $101.5 萬 | 0.13% | −1,434−11.3% | 減碼 |
| Auxano Advisors, LLC | 11,241 | $101.6 萬 | 0.26% | +310+2.8% | 加碼 |
| SS&H Financial Advisors, Inc. | 11,235 | $101.6 萬 | 0.37% | −60−0.5% | 減碼 |
| Kelman-Lazarov, Inc. | 11,247 | $101.6 萬 | 0.18% | −43−0.4% | 減碼 |
| Sirios Capital Management L P | 11,248 | $101.6 萬 | 0.18% | +2,373+26.7% | 加碼 |
| Pacific Sage Partners, LLC | 11,253 | $101.7 萬 | 0.23% | −20.0% | 減碼 |
| KPP Advisory Services LLC | 11,283 | $101.9 萬 | 0.24% | −59−0.5% | 減碼 |
| Hobbs Group Advisors, LLC | 11,286 | $102.0 萬 | 0.38% | +1,534+15.7% | 加碼 |
| Transce3nd, LLC | 11,294 | $102.0 萬 | 0.35% | +11,294 | 新進 |
| Pinnacle Bancorp, Inc. | 11,338 | $102.4 萬 | 0.33% | +269+2.4% | 加碼 |
| Crescent Sterling, Ltd. | 11,341 | $102.5 萬 | 1.05% | +323+2.9% | 加碼 |
| UMA Financial Services, Inc. | 11,343 | $102.5 萬 | 0.17% | −55−0.5% | 減碼 |
| McGowan Group Asset Management, Inc. | 11,367 | $102.7 萬 | 0.14% | +1,690+17.5% | 加碼 |
| RBA Wealth Management, LLC | 11,373 | $102.8 萬 | 0.39% | −138−1.2% | 減碼 |
| Gibbs Wealth Management | 11,385 | $102.9 萬 | 0.28% | +1,504+15.2% | 加碼 |
| Hunter Associates Investment Management LLC | 11,391 | $103.0 萬 | 0.16% | +269+2.4% | 加碼 |
| Second Half Financial Partners, LLC | 11,401 | $103.0 萬 | 0.50% | +3,710+48.2% | 加碼 |
| Keudell/Morrison Wealth Management | 11,406 | $103.1 萬 | 0.27% | −81−0.7% | 減碼 |
| Montgomery Investment Management Inc | 11,413 | $103.1 萬 | 0.41% | 00.0% | 不變 |
| Bullock Wealth Management Group | 11,428 | $103.3 萬 | 0.60% | −2,280−16.6% | 減碼 |
| Lazari Capital Management, Inc. | 11,436 | $103.3 萬 | 0.41% | +316+2.8% | 加碼 |
| TSFG, LLC | 11,485 | $103.8 萬 | 0.21% | 00.0% | 不變 |
| South Plains Financial, Inc. | 11,490 | $103.8 萬 | 0.79% | +11,490 | 新進 |
| MN Wealth Advisors, LLC | 11,494 | $103.8 萬 | 0.58% | +2,042+21.6% | 加碼 |
| Modus Advisors, LLC | 11,496 | $103.9 萬 | 0.33% | +52+0.5% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 11,508 | $104.0 萬 | 1.04% | +1,493+14.9% | 加碼 |
| Holcombe Financial, Inc. | 11,527 | $104.1 萬 | 0.86% | +11,527 | 新進 |
| Virtue Capital Management, LLC | 11,535 | $104.2 萬 | 0.21% | −218−1.9% | 減碼 |
| Mainsail Financial Group, LLC | 11,542 | $104.3 萬 | 0.60% | −160−1.4% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 11,550 | $104.4 萬 | 0.06% | 00.0% | 不變 |
| Marest Capital, LLC | 11,581 | $104.6 萬 | 0.85% | +6+0.1% | 加碼 |
| Stone Point Wealth LLC | 11,610 | $104.9 萬 | 0.35% | 00.0% | 不變 |
| Natural Investments, LLC | 11,612 | $104.9 萬 | 0.29% | +11,612 | 新進 |
| Guerra Advisors Inc | 11,617 | $105.0 萬 | 0.58% | +11,617 | 新進 |