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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 24,962 | $225.5 萬 | 0.09% | +1,243+5.2% | 加碼 |
| WBH Advisory Inc | 24,972 | $225.6 萬 | 0.21% | −269−1.1% | 減碼 |
| Trust Co of the South | 24,978 | $225.7 萬 | 0.46% | −669−2.6% | 減碼 |
| UBS Oconnor LLC | 25,000 | $225.9 萬 | 0.06% | +5,000+25.0% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $225.9 萬 | 1.00% | +10,000+66.7% | 加碼 |
| Founders Financial Alliance, LLC | 25,021 | $226.1 萬 | 0.62% | +8,596+52.3% | 加碼 |
| Beacon Capital Management, LLC | 25,042 | $226.3 萬 | 0.29% | +50+0.2% | 加碼 |
| RMR Capital Management, LLC | 25,050 | $226.3 萬 | 1.69% | −5,765−18.7% | 減碼 |
| Private Harbour Investment Management & Counsel, LLC | 25,053 | $226.4 萬 | 2.48% | −1,200−4.6% | 減碼 |
| Ballast, Inc. | 25,102 | $226.8 萬 | 0.65% | −2,270−8.3% | 減碼 |
| Lokken Investment Group LLC | 25,109 | $226.9 萬 | 0.98% | −1,595−6.0% | 減碼 |
| Edgestream Partners, L.P. | 25,112 | $226.9 萬 | 0.10% | −2,063−7.6% | 減碼 |
| Callan Capital, LLC | 25,173 | $227.4 萬 | 0.17% | −163−0.6% | 減碼 |
| Portside Wealth Group, LLC | 25,188 | $227.6 萬 | 0.38% | −477−1.9% | 減碼 |
| Skye Global Management LP | 25,200 | $227.7 萬 | 0.05% | −78,800−75.8% | 減碼 |
| Chesapeake Wealth Management | 25,204 | $227.7 萬 | 0.78% | −474−1.8% | 減碼 |
| BOK Financial Private Wealth, Inc. | 25,251 | $228.7 萬 | 0.17% | −689−2.7% | 減碼 |
| Triton Wealth Management, PLLC | 27,469 | $228.8 萬 | 1.18% | +1,843+7.2% | 加碼 |
| Shell Asset Management Co | 25,375 | $229.3 萬 | 0.10% | −531−2.0% | 減碼 |
| Quilter Plc | 25,411 | $229.6 萬 | 0.05% | −11,632−31.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 21,855 | $229.6 萬 | 0.19% | +1,508+7.4% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 23,079 | $229.7 萬 | 0.45% | −641−2.7% | 減碼 |
| Commonwealth Financial Services, LLC | 25,463 | $230.1 萬 | 0.45% | −753−2.9% | 減碼 |
| RDA Financial Network | 25,475 | $230.2 萬 | 0.67% | +1,433+6.0% | 加碼 |
| DeDora Capital, Inc. | 25,509 | $230.5 萬 | 0.63% | +287+1.1% | 加碼 |
| GPS Wealth Strategies Group, LLC | 25,527 | $230.6 萬 | 0.30% | −497−1.9% | 減碼 |
| Colonial River Wealth Management, LLC | 25,571 | $231.0 萬 | 1.12% | −21−0.1% | 減碼 |
| Cassaday & Co Wealth Management LLC | 25,623 | $231.5 萬 | 0.06% | +123+0.5% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 25,706 | $232.3 萬 | 0.34% | +2,047+8.7% | 加碼 |
| Baker Avenue Asset Management, LP | 25,719 | $232.4 萬 | 0.07% | +1,962+8.3% | 加碼 |
| Prossimo Advisors, LLC | 25,725 | $232.4 萬 | 1.68% | +2,754+12.0% | 加碼 |
| Trust Co of Toledo NA | 25,735 | $232.5 萬 | 0.30% | +800+3.2% | 加碼 |
| Park Edge Advisors, LLC | 25,777 | $232.9 萬 | 0.68% | +5,587+27.7% | 加碼 |
| Orser Capital Management, LLC | 25,813 | $233.2 萬 | 1.76% | −215−0.8% | 減碼 |
| Beaumont Asset Management, L.L.C. | 25,839 | $233.5 萬 | 1.35% | −699−2.6% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25,846 | $233.5 萬 | 0.19% | −2,478−8.7% | 減碼 |
| PUREfi Wealth, LLC | 25,860 | $233.6 萬 | 2.29% | +25,860 | 新進 |
| Samjo Management, LLC | 25,890 | $233.9 萬 | 0.88% | 00.0% | 不變 |
| Camden Capital, LLC | 25,888 | $234.3 萬 | 0.25% | +2,896+12.6% | 加碼 |
| Grandview Asset Management LLC | 25,974 | $234.7 萬 | 0.86% | +25,974 | 新進 |
| Geneva Capital Management LLC | 26,065 | $235.5 萬 | 0.04% | −1,865−6.7% | 減碼 |
| Barr E S & Co | 26,104 | $235.8 萬 | 0.14% | +3,553+15.8% | 加碼 |
| Legacy Advisors, LLC | 26,068 | $236.1 萬 | 0.23% | +1,517+6.2% | 加碼 |
| Simplex Trading, LLC | 26,186 | $236.5 萬 | 0.07% | +26,186 | 新進 |
| Kingstone Capital Partners Texas, LLC | 26,200 | $236.7 萬 | 1.92% | +26,200 | 新進 |
| Deane Retirement Strategies, Inc. | 26,200 | $236.7 萬 | 1.19% | −28,776−52.3% | 減碼 |
| CoreFirst Bank & Trust | 26,206 | $236.8 萬 | 1.41% | −2,856−9.8% | 減碼 |
| Home Federal Bank of Tennessee | 26,227 | $237.0 萬 | 0.70% | −1,420−5.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 26,263 | $237.3 萬 | 0.39% | +1,191+4.8% | 加碼 |
| Perpetual Ltd | 26,297 | $237.6 萬 | 0.03% | +13,541+106.2% | 加碼 |
| BEAM Asset Management, LLC | 26,342 | $238.0 萬 | 0.75% | −1,562−5.6% | 減碼 |
| KFG Wealth Management, LLC | 26,358 | $238.1 萬 | 0.45% | +2,543+10.7% | 加碼 |
| PDS Planning, Inc | 26,419 | $238.7 萬 | 0.21% | +3,452+15.0% | 加碼 |
| Diamant Asset Management, Inc. | 26,421 | $238.7 萬 | 1.53% | 00.0% | 不變 |
| Verity & Verity, LLC | 26,432 | $238.8 萬 | 0.22% | +12,550+90.4% | 加碼 |
| Strategic Financial Concepts, LLC | 26,435 | $238.8 萬 | 0.46% | +7,079+36.6% | 加碼 |
| Old Mission Investment Co LLC | 26,435 | $238.8 萬 | 0.71% | +3,737+16.5% | 加碼 |
| Park National Corp | 26,472 | $239.2 萬 | 0.09% | +155+0.6% | 加碼 |
| Secure Asset Management, LLC | 26,528 | $239.7 萬 | 0.36% | +1,784+7.2% | 加碼 |
| XML Financial, LLC | 26,568 | $240.0 萬 | 0.22% | +2,053+8.4% | 加碼 |
| Valley Brook Capital Group | 26,577 | $240.1 萬 | 1.79% | +100+0.4% | 加碼 |
| Fragasso Group Inc. | 26,634 | $240.6 萬 | 0.18% | −449−1.7% | 減碼 |
| Painted Porch Advisors LLC | 26,671 | $241.0 萬 | 1.19% | −407−1.5% | 減碼 |
| Atala Financial Inc | 26,740 | $241.6 萬 | 1.70% | +26,740 | 新進 |
| Anb Bank | 26,749 | $241.7 萬 | 1.06% | +26,749 | 新進 |
| Duncan Williams Asset Management, LLC | 26,803 | $242.2 萬 | 0.95% | +15,999+148.1% | 加碼 |
| Iowa State Bank | 26,807 | $242.2 萬 | 0.50% | +18,263+213.8% | 加碼 |
| Sustainable Insight Capital Management, LLC | 26,884 | $242.9 萬 | 1.06% | −2,627−8.9% | 減碼 |
| Wealth Alliance | 26,924 | $243.3 萬 | 0.29% | +2,335+9.5% | 加碼 |
| Register Financial Advisors LLC | 26,926 | $243.3 萬 | 1.22% | +275+1.0% | 加碼 |
| LRI Investments, LLC | 27,154 | $245.3 萬 | 0.24% | +659+2.5% | 加碼 |
| Exencial Wealth Advisors, LLC | 27,194 | $245.7 萬 | 0.09% | +5,369+24.6% | 加碼 |
| Blueprint Investment Partners LLC | 27,233 | $246.1 萬 | 0.39% | +5,826+27.2% | 加碼 |
| WMS Partners, LLC | 27,267 | $246.4 萬 | 0.14% | +3,020+12.5% | 加碼 |
| Premier Path Wealth Partners, LLC | 27,346 | $247.1 萬 | 0.38% | +2,254+9.0% | 加碼 |
| Patten Group, Inc. | 27,366 | $247.3 萬 | 0.55% | −656−2.3% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 27,389 | $247.5 萬 | 1.78% | +127+0.5% | 加碼 |
| Kentucky Trust Co | 27,446 | $248.0 萬 | 1.46% | +27,446 | 新進 |
| Optimum Investment Advisors | 27,447 | $248.0 萬 | 1.09% | −1,590−5.5% | 減碼 |
| FLP Wealth Management, LLC | 27,456 | $248.1 萬 | 6.34% | +27,456 | 新進 |
| CMG Global Holdings, LLC | 26,637 | $248.3 萬 | 1.37% | −440−1.6% | 減碼 |
| Navalign, LLC | 27,502 | $248.5 萬 | 0.73% | −240−0.9% | 減碼 |
| Massachusetts Wealth Management | 27,604 | $249.4 萬 | 1.54% | +800+3.0% | 加碼 |
| Prestige Wealth Management Group LLC | 27,545 | $249.4 萬 | 0.52% | +744+2.8% | 加碼 |
| Wynn Capital, LLC | 27,627 | $249.6 萬 | 1.58% | +222+0.8% | 加碼 |
| Howard Capital Management Inc. | 27,631 | $249.6 萬 | 0.04% | +1,397+5.3% | 加碼 |
| Central Pacific Bank - Trust Division | 27,639 | $249.7 萬 | 0.33% | +4,200+17.9% | 加碼 |
| Cornerstone Planning, LLC | 27,680 | $250.1 萬 | 0.96% | +27,680 | 新進 |
| Ifrah Financial Services, Inc. | 27,811 | $251.3 萬 | 0.69% | −2,127−7.1% | 減碼 |
| Quad-Cities Investment Group, LLC | 27,935 | $252.4 萬 | 1.24% | −2,134−7.1% | 減碼 |
| VCI Wealth Management LLC | 27,978 | $252.8 萬 | 1.07% | +1,942+7.5% | 加碼 |
| MRP Capital Investments, LLC | 28,048 | $253.4 萬 | 2.31% | −500−1.8% | 減碼 |
| L.M. Kohn & Company | 28,103 | $253.9 萬 | 0.66% | −3,055−9.8% | 減碼 |
| RFP Financial Group LLC | 28,101 | $254.0 萬 | 0.99% | −29,301−51.0% | 減碼 |
| Coastal Bridge Advisors, LLC | 28,108 | $254.0 萬 | 0.64% | +40+0.1% | 加碼 |
| ZWJ Investment Counsel Inc | 28,117 | $254.0 萬 | 0.10% | +1,067+3.9% | 加碼 |
| Park Place Capital Corp | 28,118 | $254.0 萬 | 0.71% | +526+1.9% | 加碼 |
| Meridian Wealth Advisors, LLC | 28,175 | $254.6 萬 | 0.42% | −245−0.9% | 減碼 |
| CVA Family Office, LLC | 28,199 | $254.8 萬 | 0.40% | +855+3.1% | 加碼 |
| West Family Investments, Inc. | 28,234 | $255.1 萬 | 0.89% | −638−2.2% | 減碼 |