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 |
|---|---|---|---|---|---|
| First National Bank of Mount Dora, Trust Investment Services | 109,749 | $991.6 萬 | 2.32% | −2,253−2.0% | 減碼 |
| Patton Albertson Miller Group, LLC | 109,704 | $991.2 萬 | 1.33% | −64−0.1% | 減碼 |
| Berger Financial Group, Inc | 109,560 | $989.9 萬 | 0.68% | −173−0.2% | 減碼 |
| Community Bank, N.A. | 109,325 | $987.7 萬 | 1.27% | −4,195−3.7% | 減碼 |
| Sigma Planning Corp | 108,496 | $980.3 萬 | 0.31% | −21,280−16.4% | 減碼 |
| Little House Capital LLC | 107,982 | $975.6 萬 | 2.79% | +789+0.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 107,690 | $973.0 萬 | 0.73% | +18,105+20.2% | 加碼 |
| Headinvest, LLC | 107,656 | $972.7 萬 | 1.84% | −6,691−5.9% | 減碼 |
| Deltec Asset Management LLC | 107,353 | $969.9 萬 | 1.92% | +11,500+12.0% | 加碼 |
| Pavion Blue Capital, LLC | 107,079 | $967.5 萬 | 4.54% | −485−0.5% | 減碼 |
| Wedbush Securities Inc | 106,972 | $966.5 萬 | 0.34% | +7,487+7.5% | 加碼 |
| Highland Capital Management, LLC | 106,745 | $964.4 萬 | 0.55% | +78,226+274.3% | 加碼 |
| Buck Wealth Strategies, LLC | 105,429 | $952.6 萬 | 1.98% | +9,547+10.0% | 加碼 |
| Denali Advisors LLC | 105,309 | $951.5 萬 | 1.00% | +6,906+7.0% | 加碼 |
| Consolidated Planning Corp | 105,303 | $951.4 萬 | 1.29% | +1,757+1.7% | 加碼 |
| Glen Eagle Advisors, LLC | 105,166 | $950.2 萬 | 1.58% | −119−0.1% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 105,146 | $950.0 萬 | 1.12% | −21,196−16.8% | 減碼 |
| Wealth Advisors of Tampa Bay, LLC | 105,072 | $949.3 萬 | 4.07% | −940−0.9% | 減碼 |
| Canal Insurance CO | 105,000 | $948.7 萬 | 2.47% | −25,000−19.2% | 減碼 |
| BCJ Capital Management, LLC | 104,556 | $944.7 萬 | 0.71% | −3,117−2.9% | 減碼 |
| Investment Advisory Services Inc | 104,470 | $943.9 萬 | 3.33% | +450.0% | 加碼 |
| DoubleLine ETF Adviser LP | 103,779 | $937.6 萬 | 2.53% | −27,713−21.1% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 103,534 | $935.4 萬 | 3.33% | +103,534 | 新進 |
| Principal Securities, Inc. | 103,402 | $934.2 萬 | 0.21% | +12,371+13.6% | 加碼 |
| Baker Chad R | 103,020 | $930.8 萬 | 1.82% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 102,920 | $929.9 萬 | 0.37% | +1,675+1.7% | 加碼 |
| Weik Capital Management | 102,740 | $928.3 萬 | 3.78% | −2,770−2.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 102,556 | $926.6 萬 | 0.75% | +6,369+6.6% | 加碼 |
| First Interstate Bank | 102,042 | $921.9 萬 | 0.56% | −1,007−1.0% | 減碼 |
| Proequities, Inc. | 98,677 | $920.0 萬 | 0.52% | −3,840−3.7% | 減碼 |
| Grassi Investment Management | 101,722 | $919.1 萬 | 0.78% | −1,200−1.2% | 減碼 |
| HTLF Bank | 101,567 | $917.7 萬 | 1.04% | −3,032−2.9% | 減碼 |
| PFG Investments, LLC | 101,492 | $917.0 萬 | 0.57% | −2,101−2.0% | 減碼 |
| Scissortail Wealth Management, LLC | 101,408 | $916.3 萬 | 2.35% | +101,004+25,001.0% | 加碼 |
| Harrell Investment Partners, LLC | 101,140 | $913.8 萬 | 2.55% | +1,583+1.6% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 100,254 | $905.8 萬 | 4.00% | +11,944+13.5% | 加碼 |
| Strategic Blueprint, LLC | 100,167 | $905.0 萬 | 0.54% | +615+0.6% | 加碼 |
| Kingsview Wealth Management, LLC | 100,160 | $904.9 萬 | 0.18% | +3,255+3.4% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 100,000 | $903.5 萬 | 1.36% | +100,000 | 新進 |
| Arrow Capital Pty Ltd | 100,000 | $903.5 萬 | 8.28% | +100,000 | 新進 |
| Plato Investment Management Ltd | 99,633 | $903.5 萬 | 0.66% | +2,304+2.4% | 加碼 |
| Schnieders Capital Management LLC | 99,990 | $903.4 萬 | 1.79% | −17,225−14.7% | 減碼 |
| Fundamentun, LLC | 99,884 | $902.5 萬 | 0.54% | −6,915−6.5% | 減碼 |
| Centaurus Financial, Inc. | 99,793 | $901.6 萬 | 0.55% | +48,226+93.5% | 加碼 |
| Asset Planning Services Inc | 99,704 | $900.8 萬 | 4.39% | +154+0.2% | 加碼 |
| Capital Investment Counsel, LLC | 99,692 | $900.7 萬 | 1.50% | −2,958−2.9% | 減碼 |
| Bright Rock Capital Management, LLC | 99,000 | $894.5 萬 | 1.91% | 00.0% | 不變 |
| IFG Advisory, LLC | 98,507 | $890.0 萬 | 0.50% | +2,243+2.3% | 加碼 |
| Silphium Asset Management Ltd | 98,449 | $889.5 萬 | 3.24% | 00.0% | 不變 |
| Baugh & Associates, LLC | 101,335 | $888.0 萬 | 4.60% | −130.0% | 減碼 |
| Brighton Jones LLC | 98,150 | $886.8 萬 | 0.26% | +21,939+28.8% | 加碼 |
| Colonial Trust Co | 97,491 | $880.8 萬 | 1.31% | +7,265+8.1% | 加碼 |
| SignalPoint Asset Management, LLC | 97,344 | $879.5 萬 | 2.14% | +230.0% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 90,131 | $877.9 萬 | 0.08% | −1,034−1.1% | 減碼 |
| Freestone Capital Holdings, LLC | 96,928 | $875.7 萬 | 0.30% | −5,491−5.4% | 減碼 |
| Prana Capital Management, LP | 96,412 | $871.1 萬 | 0.42% | −99,240−50.7% | 減碼 |
| Northwest Bancshares, Inc. | 96,123 | $868.5 萬 | 1.61% | −15,403−13.8% | 減碼 |
| Foster & Motley Inc | 96,046 | $867.8 萬 | 0.56% | −10,353−9.7% | 減碼 |
| Callan Family Office, LLC | 95,952 | $866.9 萬 | 0.55% | +95,952 | 新進 |
| Convergence Investment Partners, LLC | 95,807 | $865.6 萬 | 1.93% | +11,534+13.7% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 95,478 | $862.6 萬 | 2.11% | +728+0.8% | 加碼 |
| Addenda Capital Inc. | 95,133 | $862.1 萬 | 0.30% | −28,964−23.3% | 減碼 |
| Generate Investment Management Ltd | 95,348 | $861.5 萬 | 0.60% | −55,033−36.6% | 減碼 |
| Ethic Inc. | 95,211 | $860.2 萬 | 0.17% | +58,206+157.3% | 加碼 |
| Opus Investment Management Inc | 95,000 | $858.3 萬 | 6.34% | −1,000−1.0% | 減碼 |
| Sienna Gestion | 94,555 | $854.2 萬 | 0.58% | +84,749+864.3% | 加碼 |
| Tyche Wealth Partners LLC | 94,459 | $853.4 萬 | 1.80% | +9,007+10.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 94,361 | $852.6 萬 | 0.06% | −437−0.5% | 減碼 |
| Lyell Wealth Management, LP | 94,146 | $850.6 萬 | 0.76% | +11,416+13.8% | 加碼 |
| Executive Wealth Management, LLC | 94,142 | $850.6 萬 | 0.67% | −29,258−23.7% | 減碼 |
| Constitution Capital LLC | 94,116 | $850.3 萬 | 4.77% | +1,635+1.8% | 加碼 |
| WealthPLAN Partners, LLC | 94,106 | $850.3 萬 | 1.21% | −451−0.5% | 減碼 |
| LGT Fund Management Co Ltd. | 94,023 | $849.5 萬 | 0.74% | +11,900+14.5% | 加碼 |
| Covington Investment Advisors Inc. | 93,790 | $847.4 萬 | 1.27% | −25,964−21.7% | 減碼 |
| Vestor Capital, LLC | 93,719 | $846.8 萬 | 0.65% | +32,737+53.7% | 加碼 |
| Strategy Asset Managers LLC | 93,282 | $842.8 萬 | 1.63% | −1,868−2.0% | 減碼 |
| Oak Family Advisors, LLC | 93,076 | $840.9 萬 | 3.29% | −13,901−13.0% | 減碼 |
| Busey Wealth Management | 92,960 | $839.9 萬 | 0.28% | −1,657−1.8% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 92,488 | $837.5 萬 | 1.51% | +1,523+1.7% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 92,353 | $836.0 萬 | 0.44% | +11,700+14.5% | 加碼 |
| Bridges Investment Management Inc | 92,389 | $834.7 萬 | 0.12% | +9,162+11.0% | 加碼 |
| Exor Capital LLP | 92,000 | $831.2 萬 | 0.22% | +92,000 | 新進 |
| Beck Capital Management, LLC | 91,966 | $830.9 萬 | 2.21% | +317+0.3% | 加碼 |
| Point72 Hong Kong Ltd | 91,878 | $830.1 萬 | 0.52% | +91,878 | 新進 |
| Gladstone Institutional Advisory LLC | 91,849 | $829.9 萬 | 0.38% | +6,857+8.1% | 加碼 |
| Horizon Investments, LLC | 91,815 | $829.5 萬 | 0.24% | +1,836+2.0% | 加碼 |
| Chickasaw Capital Management LLC | 91,366 | $825.5 萬 | 0.33% | −600−0.7% | 減碼 |
| Acropolis Investment Management, LLC | 91,090 | $823.0 萬 | 0.49% | −1,872−2.0% | 減碼 |
| SevenBridge Financial Group, LLC | 80,253 | $822.4 萬 | 1.56% | +1,306+1.7% | 加碼 |
| Buckingham Strategic Partners | 90,798 | $820.4 萬 | 0.14% | −144,221−61.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 90,529 | $817.9 萬 | 0.37% | −10,471−10.4% | 減碼 |
| Proficio Capital Partners LLC | 90,423 | $817.0 萬 | 0.66% | +5,765+6.8% | 加碼 |
| United Capital Management of KS, Inc. | 89,985 | $813.0 萬 | 1.48% | −319−0.4% | 減碼 |
| Plimoth Trust Co LLC | 89,666 | $810.1 萬 | 2.08% | −1,141−1.3% | 減碼 |
| Stock Yards Bank & Trust Co | 89,504 | $808.7 萬 | 0.28% | −15,080−14.4% | 減碼 |
| Rothschild Investment LLC | 88,850 | $802.8 萬 | 0.53% | −747−0.8% | 減碼 |
| Tower Bridge Advisors | 88,732 | $801.7 萬 | 0.85% | −1,384−1.5% | 減碼 |
| Spinnaker Trust | 88,636 | $800.8 萬 | 0.51% | −2,264−2.5% | 減碼 |
| Wendell David Associates Inc | 88,275 | $797.6 萬 | 0.79% | −576−0.6% | 減碼 |
| Spring Capital Management, LLC | 87,986 | $795.0 萬 | 4.75% | +3,510+4.2% | 加碼 |