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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 22,206 | $200.6 萬 | 0.15% | −363−1.6% | 減碼 |
| Orrstown Financial Services Inc | 22,212 | $200.7 萬 | 0.54% | +52+0.2% | 加碼 |
| Inceptionr LLC | 22,230 | $200.8 萬 | 0.45% | +5,983+36.8% | 加碼 |
| Am Investment Strategies LLC | 22,316 | $201.6 萬 | 0.49% | +200+0.9% | 加碼 |
| Ahl Investment Management, Inc. | 22,325 | $201.7 萬 | 1.41% | −270−1.2% | 減碼 |
| Centric Wealth Management | 22,378 | $202.2 萬 | 0.55% | +13,724+158.6% | 加碼 |
| DGS Capital Management, LLC | 22,381 | $202.2 萬 | 0.51% | +2,801+14.3% | 加碼 |
| Montecito Bank & Trust | 22,412 | $202.5 萬 | 0.35% | −864−3.7% | 減碼 |
| Live Oak Private Wealth LLC | 22,423 | $202.6 萬 | 0.34% | −139−0.6% | 減碼 |
| Leo Wealth, LLC | 22,455 | $202.9 萬 | 0.18% | +745+3.4% | 加碼 |
| Simon Quick Advisors, LLC | 22,456 | $202.9 萬 | 0.12% | +3,002+15.4% | 加碼 |
| First Command Advisory Services, Inc. | 22,485 | $203.2 萬 | 0.02% | −235−1.0% | 減碼 |
| Donoghue Forlines LLC | 22,500 | $203.3 萬 | 0.68% | +3,040+15.6% | 加碼 |
| Trustco Bank Corp N Y | 22,512 | $203.4 萬 | 2.19% | −325−1.4% | 減碼 |
| WMG Financial Advisors, LLC | 22,526 | $203.5 萬 | 0.88% | +78+0.3% | 加碼 |
| Uncommon Cents Investing LLC | 22,571 | $203.9 萬 | 0.61% | −660−2.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 22,573 | $203.9 萬 | 0.31% | −2,830−11.1% | 減碼 |
| GAM Holding AG | 22,574 | $204.0 萬 | 0.15% | +22,574 | 新進 |
| American State Bank (Iowa) | 22,612 | $204.3 萬 | 1.23% | −254−1.1% | 減碼 |
| Roxbury Financial LLC | 22,134 | $204.7 萬 | 1.97% | +22,134 | 新進 |
| Redmond Asset Management, LLC | 22,666 | $204.8 萬 | 0.51% | +22,666 | 新進 |
| Professional Financial Advisors, LLC | 22,672 | $204.8 萬 | 0.52% | +833+3.8% | 加碼 |
| Sentry Investment Management LLC | 22,701 | $205.1 萬 | 0.98% | +3,092+15.8% | 加碼 |
| Evoke Wealth, LLC | 22,692 | $205.5 萬 | 0.06% | +2,267+11.1% | 加碼 |
| HMS Capital Management, LLC | 22,799 | $206.0 萬 | 1.00% | +92+0.4% | 加碼 |
| Vivaldi Capital Management, LLC | 21,158 | $206.1 萬 | 0.32% | +6,775+47.1% | 加碼 |
| Postrock Partners LLC | 22,809 | $206.1 萬 | 1.00% | +22,809 | 新進 |
| Next Capital Management LLC | 22,853 | $206.5 萬 | 0.85% | +1,161+5.4% | 加碼 |
| Focused Wealth Management, Inc | 22,935 | $207.2 萬 | 0.28% | −655−2.8% | 減碼 |
| Investment Partners, Ltd. | 22,970 | $207.5 萬 | 0.85% | +423+1.9% | 加碼 |
| Catalyst Capital Advisors LLC | 23,000 | $207.8 萬 | 0.04% | −13,819−37.5% | 減碼 |
| Saxon Interests, Inc. | 23,001 | $207.8 萬 | 0.91% | +409+1.8% | 加碼 |
| BankPlus Trust Department | 23,007 | $207.9 萬 | 0.68% | +23,007 | 新進 |
| Marcum Wealth, LLC | 23,131 | $209.0 萬 | 0.18% | −2,405−9.4% | 減碼 |
| First National Bank & Trust Co of Newtown | 23,142 | $209.1 萬 | 0.44% | −4,550−16.4% | 減碼 |
| ZEGA Investments, LLC | 22,078 | $209.2 萬 | 0.62% | +22,078 | 新進 |
| AdvisorNet Financial, Inc | 23,204 | $209.6 萬 | 0.18% | +90+0.4% | 加碼 |
| Wexford Capital LP | 23,236 | $209.9 萬 | 0.54% | −22,494−49.2% | 減碼 |
| Consilium Wealth Advisory, LLC | 23,310 | $210.6 萬 | 1.00% | +492+2.2% | 加碼 |
| Eqis Capital Management, Inc. | 23,317 | $210.7 萬 | 0.18% | −206−0.9% | 減碼 |
| CWS Financial Advisors, LLC | 23,324 | $210.7 萬 | 0.68% | −66−0.3% | 減碼 |
| Davis Capital Management | 23,342 | $210.9 萬 | 1.72% | −518−2.2% | 減碼 |
| Catalyst Financial Partners LLC | 23,395 | $211.4 萬 | 0.40% | +516+2.3% | 加碼 |
| Generation Capital Management LLC | 23,411 | $211.5 萬 | 1.81% | +23,411 | 新進 |
| First Community Trust NA | 23,428 | $211.7 萬 | 1.51% | +466+2.0% | 加碼 |
| Bernard Wealth Management Corp. | 23,529 | $212.6 萬 | 1.00% | +23,529 | 新進 |
| Quent Capital, LLC | 23,575 | $213.0 萬 | 0.22% | +26+0.1% | 加碼 |
| KC Investment Advisors, LLC | 23,578 | $213.0 萬 | 0.85% | −299−1.3% | 減碼 |
| Douglas Lane & Associates, LLC | 23,611 | $213.3 萬 | 0.03% | +856+3.8% | 加碼 |
| Tradition Wealth Management, LLC | 23,644 | $213.6 萬 | 0.19% | −148−0.6% | 減碼 |
| LVW Advisors, LLC | 23,647 | $213.6 萬 | 0.26% | −1,042−4.2% | 減碼 |
| Intellectus Partners, LLC | 23,596 | $213.7 萬 | 0.47% | +2,450+11.6% | 加碼 |
| Sound Income Strategies, LLC | 23,692 | $214.1 萬 | 0.13% | +80+0.3% | 加碼 |
| Vigilare Wealth Management | 23,696 | $214.1 萬 | 0.87% | −593−2.4% | 減碼 |
| Northwest Wealth Management, LLC | 23,698 | $214.1 萬 | 0.45% | +777+3.4% | 加碼 |
| TBH Global Asset Management, LLC | 23,716 | $214.3 萬 | 0.51% | +50.0% | 加碼 |
| Fullcircle Wealth LLC | 20,449 | $214.8 萬 | 0.88% | −1,475−6.7% | 減碼 |
| Alberta Investment Management Corp | 23,800 | $215.0 萬 | 0.01% | +3,700+18.4% | 加碼 |
| Elgethun Capital Management | 23,806 | $215.1 萬 | 0.52% | +804+3.5% | 加碼 |
| 44 Wealth Management LLC | 23,878 | $215.7 萬 | 0.83% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 23,986 | $216.7 萬 | 1.18% | −529−2.2% | 減碼 |
| Resurgent Financial Advisors LLC | 23,991 | $216.8 萬 | 1.28% | −1,504−5.9% | 減碼 |
| Gilbert & Cook, Inc. | 23,997 | $216.8 萬 | 0.31% | −1,121−4.5% | 減碼 |
| Blue Chip Partners, Inc. | 24,026 | $217.1 萬 | 0.19% | −298−1.2% | 減碼 |
| Boxwood Ventures, Inc. | 23,991 | $217.3 萬 | 2.91% | 00.0% | 不變 |
| Certified Advisory Corp | 24,084 | $217.6 萬 | 0.24% | +209+0.9% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 23,793 | $217.8 萬 | 1.00% | +2,923+14.0% | 加碼 |
| Crestline Management, LP | 24,137 | $218.1 萬 | 0.08% | +10,510+77.1% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 24,173 | $218.4 萬 | 0.55% | +94+0.4% | 加碼 |
| Sunbeam Capital Management, LLC | 24,153 | $218.5 萬 | 2.03% | +24,153 | 新進 |
| Congress Asset Management Co | 24,189 | $218.5 萬 | 0.01% | +24,189 | 新進 |
| Arlington Trust Co LLC | 24,219 | $218.8 萬 | 0.46% | +3,306+15.8% | 加碼 |
| Platform Technology Partners | 24,285 | $219.4 萬 | 0.66% | −1,212−4.8% | 減碼 |
| Birmingham Capital Management Co Inc | 24,287 | $219.4 萬 | 0.82% | −1,150−4.5% | 減碼 |
| Logan Capital Management Inc | 24,314 | $219.7 萬 | 0.09% | −300−1.2% | 減碼 |
| Old Port Advisors | 24,328 | $219.8 萬 | 0.63% | −125−0.5% | 減碼 |
| Hollencrest Capital Management | 24,344 | $220.0 萬 | 0.09% | −10.0% | 減碼 |
| Prelude Capital Management, LLC | 24,376 | $220.2 萬 | 0.18% | +24,376 | 新進 |
| Watts Gwilliam & Co., LLC | 24,260 | $220.3 萬 | 0.47% | +4,806+24.7% | 加碼 |
| Burford Brothers, Inc. | 24,386 | $220.3 萬 | 1.08% | +86+0.4% | 加碼 |
| Penserra Capital Management LLC | 24,422 | $220.5 萬 | 0.04% | +11,320+86.4% | 加碼 |
| First Commonwealth Financial Corp | 24,437 | $220.8 萬 | 0.52% | +30.0% | 加碼 |
| Traynor Capital Management, Inc. | 24,449 | $220.9 萬 | 0.17% | +1,485+6.5% | 加碼 |
| RoundAngle Advisors LLC | 24,468 | $221.1 萬 | 2.11% | +24,468 | 新進 |
| Tempus Wealth Planning, LLC | 24,489 | $221.3 萬 | 0.68% | +428+1.8% | 加碼 |
| Kesler, Norman & Wride, LLC | 24,568 | $222.0 萬 | 0.48% | −929−3.6% | 減碼 |
| GoalVest Advisory LLC | 24,600 | $222.3 萬 | 0.61% | −693−2.7% | 減碼 |
| Centiva Capital, LP | 24,631 | $222.5 萬 | 0.08% | +22,733+1,197.7% | 加碼 |
| Adirondack Trust Co | 24,645 | $222.7 萬 | 0.85% | −110.0% | 減碼 |
| Hilltop National Bank | 24,647 | $222.7 萬 | 0.67% | −445−1.8% | 減碼 |
| SWS Partners | 24,604 | $222.8 萬 | 0.67% | +378+1.6% | 加碼 |
| Winthrop Advisory Group LLC | 24,680 | $223.0 萬 | 0.27% | −104−0.4% | 減碼 |
| Quotient Wealth Partners, LLC | 24,714 | $223.3 萬 | 0.07% | −245−1.0% | 減碼 |
| Pitcairn Co | 24,721 | $223.4 萬 | 0.13% | +498+2.1% | 加碼 |
| Doliver Advisors, LP | 24,742 | $223.5 萬 | 0.62% | −5,118−17.1% | 減碼 |
| Ignite Planners, LLC | 24,662 | $223.9 萬 | 0.49% | −10.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 24,827 | $224.3 萬 | 0.15% | −796−3.1% | 減碼 |
| Enterprise Financial Services Corp | 24,876 | $224.8 萬 | 1.25% | +3,593+16.9% | 加碼 |
| Journey Strategic Wealth LLC | 24,878 | $224.8 萬 | 0.08% | −459−1.8% | 減碼 |
| Keebeck Wealth Management, LLC | 24,878 | $225.3 萬 | 0.32% | +701+2.9% | 加碼 |