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Livermore
Livermore
ZHEN

Walmart Inc.

WMT
Exchange
Nasdaq
Industry
Retail-Variety Stores
SEC CIK
0000104169

In the last 90 days, Walmart Inc. insiders filed 0 open-market purchases and 8 sales; 4,425 institutions reported holding it in 13F filings for Q2 2026, worth $336.1B in total; 4 superinvestors hold it, including Gates Foundation Trust and Soros Fund Management.

13F holders, Q3 2023

Institutional positions in Walmart Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
2,931
+80 vs. Q2 2023
Shares held
920.2M
+3.72M (+0.4%) vs. Q2 2023
Total value
$147.2B
+$4.38B (+3.1%) vs. Q2 2023
New holders
174
1,319 more added
Sold out
94
1,044 more reduced

32 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 2,931 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ3 2023: $147.2B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q2 2023.

Institutions holding WMT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Kessler Investment Group, LLC2$3200.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.5$8000.00%00.0%Unchanged
Mendota Financial Group, LLC6$9600.00%+3+100.0%Added
Insight Financial Services10$1.60K0.00%00.0%Unchanged
Bray Capital Advisors23$3.68K0.00%+23New
Credential Qtrade Securities Inc.24$3.84K0.00%+24New
Antonetti Capital Management LLC25$4.00K0.01%−100−80.0%Reduced
Artemis Wealth Advisors, LLC26$4.20K0.00%00.0%Unchanged
Barrett & Company, Inc.27$4.32K0.00%−14−34.1%Reduced
PayPay Securities Corp28$4.48K0.22%+6+27.3%Added
Longfellow Investment Management Co LLC29$4.64K0.00%00.0%Unchanged
USA Financial Portformulas Corp31$4.96K0.01%00.0%Unchanged
PFS Partners, LLC37$5.98K0.01%00.0%Unchanged
Eukles Asset Management38$6.08K0.00%00.0%Unchanged
DB Wealth Management Group, LLC47$7.52K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC50$8.00K0.01%00.0%Unchanged
Lam Group, Inc.50$8.00K0.01%00.0%Unchanged
Tortoise Investment Management, LLC54$8.64K0.00%+4+8.0%Added
Tfo-TDC, LLC55$8.64K0.00%+9+19.6%Added
Bull Oak Capital, LLC55$8.80K0.01%+55New
WFA of San Diego, LLC59$9.44K0.01%00.0%Unchanged
Hibernia Wealth Partners, LLC62$9.92K0.01%+62New
Iron Horse Wealth Management, LLC74$11.8K0.01%00.0%Unchanged
Team Financial Group, LLC74$11.8K0.01%+74New
SkyView Investment Advisors, LLC75$12.0K0.00%−2,757−97.4%Reduced
Stonehage Fleming Financial Services Holdings Ltd80$12.8K0.00%−320−80.0%Reduced
NewSquare Capital LLC84$13.4K0.00%−90−51.7%Reduced
Legend Financial Advisors, Inc.86$13.8K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.90$14.4K0.02%−11−10.9%Reduced
HighMark Wealth Management LLC91$14.5K0.01%+13+16.7%Added
Retirement Group, LLC93$14.8K0.01%−32−25.6%Reduced
RVW Wealth, LLC100$16.0K0.00%+100New
Kenfarb & Co.102$16.3K0.01%00.0%Unchanged
Mascoma Wealth Management LLC104$16.6K0.01%00.0%Unchanged
Cypress Capital Management LLC (WY)115$18.4K0.02%00.0%Unchanged
Nordwand Advisors, LLC122$19.5K0.00%00.0%Unchanged
Roble, Belko & Company, Inc126$20.0K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.131$21.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC133$21.2K0.01%+1+0.8%Added
PrairieView Partners, LLC148$23.0K0.00%−629−81.0%Reduced
Stephenson National Bank & Trust152$24.3K0.01%+47+44.8%Added
Authentikos Wealth Advisory, LLC155$24.8K0.02%+155New
Kozak & Associates, Inc.159$24.9K0.01%+149+1,490.0%Added
IAG Wealth Partners, LLC174$27.8K0.01%+27+18.4%Added
HBC Financial Services, PLLC1,000$29.0K0.02%−1,000−50.0%Reduced
Highline Wealth Partners LLC182$29.0K0.02%00.0%Unchanged
Financial Avengers, Inc.192$30.7K0.02%+1+0.5%Added
Ulland Investment Advisors, LLC195$31.0K0.03%00.0%Unchanged
JDM Financial Group LLC200$31.9K0.03%00.0%Unchanged
FSC Wealth Advisors, LLC200$32.0K0.03%00.0%Unchanged
Halpern Financial, Inc.200$32.0K0.01%00.0%Unchanged
Tacita Capital Inc200$32.0K0.03%00.0%Unchanged
FWL Investment Management, LLC200$32.0K0.02%+200New
Northwest Capital Management Inc203$32.4K0.01%+57+39.0%Added
Stone House Investment Management, LLC207$33.2K0.01%00.0%Unchanged
Marquette Asset Management, LLC216$34.5K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC223$35.7K0.02%00.0%Unchanged
Ogorek Anthony Joseph228$36.0K0.01%00.0%Unchanged
Knott David M Jr225$36.0K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC226$36.1K0.02%00.0%Unchanged
Cedar Wealth Management, LLC226$36.1K0.01%00.0%Unchanged
Union Savings Bank231$36.9K0.02%00.0%Unchanged
Lowe Wealth Advisors, LLC244$39.0K0.02%−40−14.1%Reduced
Princeton Global Asset Management LLC247$39.5K0.01%00.0%Unchanged
Kepos Capital LP250$40.0K0.01%+250New
Milestone Investment Advisors LLC258$41.3K0.01%+258New
Piscataqua Savings Bank265$42.4K0.04%00.0%Unchanged
Semmax Financial Advisors Inc.253$42.4K0.02%+253New
Rise Advisors, LLC283$45.3K0.04%−1,981−87.5%Reduced
Pension & Wealth Management Advisors, Inc.283$45.4K0.03%+273+2,730.0%Added
Grayhawk Investment Strategies Inc.298$47.7K0.03%00.0%Unchanged
Timber Creek Capital Management LLC300$48.0K0.02%00.0%Unchanged
Cape Investment Advisory, Inc.310$49.5K0.03%+1+0.3%Added
Orion Capital Management LLC313$50.1K0.03%+313New
LGT Financial Advisors LLC317$50.7K0.06%−5,728−94.8%Reduced
Cassady Schiller Wealth Management, LLC332$53.1K0.03%00.0%Unchanged
McClarren Financial Advisors, Inc.349$55.0K0.05%00.0%Unchanged
VitalStone Financial, LLC330$55.0K0.05%−21−6.0%Reduced
Sit Investment Associates Inc354$57.0K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd358$57.0K0.01%00.0%Unchanged
SJS Investment Consulting Inc.357$57.0K0.01%+12+3.5%Added
Kelly Financial Services LLC361$57.7K0.03%−79−18.0%Reduced
Intrepid Capital Management Inc363$58.1K0.04%−4−1.1%Reduced
Ruedi Wealth Management, Inc.363$58.1K0.03%00.0%Unchanged
Brown, Lisle/Cummings, Inc.370$59.2K0.03%00.0%Unchanged
America First Investment Advisors, LLC371$59.3K0.02%00.0%Unchanged
Itau Unibanco Holding S.A.398$63.7K0.00%−817−67.2%Reduced
AlphaMark Advisors, LLC408$65.0K0.03%00.0%Unchanged
Horizon Bancorp Inc406$65.0K0.04%+26+6.8%Added
Providence Capital Advisors, LLC415$66.4K0.02%+15+3.8%Added
Salomon & Ludwin, LLC426$68.1K0.01%+426New
Red Tortoise LLC438$70.0K0.05%−23−5.0%Reduced
Activest Wealth Management441$70.6K0.04%00.0%Unchanged
Spartan Planning & Wealth Management446$71.3K0.08%+446New
Financial Synergies Wealth Advisors, Inc.447$71.6K0.01%00.0%Unchanged
Perkins Coie Trust Co451$72.1K0.02%+114+33.8%Added
Beaird Harris Wealth Management, LLC468$74.8K0.01%+25+5.6%Added
Tower View Investment Management & Research LLC468$75.0K0.05%+420+875.0%Added
Koesten, Hirschmann & Crabtree, INC.483$77.2K0.06%00.0%Unchanged
Bramshill Investments, LLC500$80.0K0.01%+500New