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; 4,426 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
- 2,930
- +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
- 1,318 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $131.7B |
| Q4 2021 | 2,733 | $127.6B |
| Q3 2021 | 2,489 | $122.1B |
| Q2 2021 | 2,501 | $121.8B |
| Q1 2021 | 2,492 | $113.9B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone Point Wealth LLC | 3,879 | $620.4K | 0.27% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,880 | $620.5K | 0.08% | −239−5.8% | Reduced |
| Lodestar Private Asset Management LLC | 3,899 | $623.6K | 0.11% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,901 | $623.9K | 0.09% | +125+3.3% | Added |
| Beta Wealth Group, Inc. | 3,901 | $623.9K | 0.37% | +201+5.4% | Added |
| Prescott Group Capital Management, L.L.C. | 3,900 | $624.0K | 0.14% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,905 | $624.5K | 0.91% | +1,042+36.4% | Added |
| Per Stirling Capital Management, LLC. | 3,909 | $625.2K | 0.13% | +168+4.5% | Added |
| Oxinas Partners Wealth Management LLC | 3,924 | $627.6K | 0.47% | −568−12.6% | Reduced |
| Spinnaker Investment Group, LLC | 3,925 | $627.7K | 0.21% | +8+0.2% | Added |
| Excalibur Management Corp | 3,936 | $629.5K | 0.33% | +3+0.1% | Added |
| Edgemoor Investment Advisors, Inc. | 3,946 | $631.2K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 3,950 | $632.0K | 0.08% | 00.0% | Unchanged |
| Seven Mile Advisory | 3,953 | $632.2K | 0.66% | +61+1.6% | Added |
| Revisor Wealth Management LLC | 3,967 | $634.4K | 0.54% | +868+28.0% | Added |
| Athena Investment Management | 3,967 | $634.5K | 0.45% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,971 | $635.1K | 0.04% | +729+22.5% | Added |
| Lee Financial Co | 3,994 | $638.7K | 0.12% | +33+0.8% | Added |
| Crescent Sterling, Ltd. | 4,018 | $642.6K | 0.68% | +24+0.6% | Added |
| Ninepoint Partners LP | 4,025 | $643.7K | 0.07% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 4,026 | $643.9K | 0.11% | +2,260+128.0% | Added |
| Hamilton Capital, LLC | 4,038 | $645.8K | 0.05% | −304−7.0% | Reduced |
| Main Street Research LLC | 4,045 | $646.9K | 0.07% | −25−0.6% | Reduced |
| RMB Capital Management, LLC | 4,045 | $646.9K | 0.02% | −375−8.5% | Reduced |
| Derbend Asset Management | 4,049 | $647.6K | 0.44% | −71−1.7% | Reduced |
| Jefferies Financial Group Inc. | 4,051 | $647.9K | 0.02% | −196,141−98.0% | Reduced |
| Violich Capital Management, Inc. | 4,050 | $648.0K | 0.11% | −71−1.7% | Reduced |
| Fiduciary Planning LLC | 4,069 | $650.7K | 0.31% | +4,069 | New |
| S.A. Mason LLC | 4,070 | $650.8K | 0.47% | −5−0.1% | Reduced |
| MONECO Advisors, LLC | 4,075 | $651.7K | 0.18% | +1,365+50.4% | Added |
| BOK Financial Private Wealth, Inc. | 4,078 | $652.3K | 0.06% | +369+9.9% | Added |
| Tectonic Advisors LLC | 4,094 | $654.8K | 0.06% | −8−0.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,103 | $656.2K | 0.00% | +204+5.2% | Added |
| Paragon Capital Management Ltd | 4,113 | $657.9K | 0.15% | −68−1.6% | Reduced |
| Washington Trust Bank | 4,119 | $658.8K | 0.07% | +122+3.1% | Added |
| Spartan Fund Management Inc. | 4,130 | $660.5K | 0.50% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 4,133 | $661.0K | 0.09% | −3−0.1% | Reduced |
| Townsend Asset Management Corp | 4,145 | $662.8K | 0.33% | −309−6.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,164 | $665.9K | 0.29% | +7+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 4,163 | $666.0K | 0.07% | −12,341−74.8% | Reduced |
| River Street Advisors LLC | 4,167 | $666.4K | 0.63% | +801+23.8% | Added |
| Gryphon Financial Partners LLC | 4,188 | $669.7K | 0.16% | +4,188 | New |
| BIP Wealth, LLC | 4,189 | $669.9K | 0.06% | +865+26.0% | Added |
| LVW Advisors, LLC | 4,193 | $670.5K | 0.14% | +1,429+51.7% | Added |
| Eagle Bay Advisors LLC | 4,193 | $670.6K | 0.31% | +803+23.7% | Added |
| Newman Dignan & Sheerar, Inc. | 4,202 | $672.0K | 0.22% | −147−3.4% | Reduced |
| Nilsine Partners, LLC | 4,211 | $673.5K | 0.10% | −488−10.4% | Reduced |
| O'Rourke & Company, Inc | 4,215 | $674.0K | 0.49% | +237+6.0% | Added |
| Hudock, Inc. | 4,221 | $675.1K | 0.16% | +4+0.1% | Added |
| Waterfront Wealth Inc. | 4,194 | $675.3K | 0.22% | −86−2.0% | Reduced |
| Vivaldi Capital Management, LLC | 4,249 | $679.6K | 0.22% | −136−3.1% | Reduced |
| Pflug Koory, LLC | 4,268 | $682.6K | 0.39% | −842−16.5% | Reduced |
| Atomi Financial Group, Inc. | 4,271 | $683.1K | 0.23% | −3,137−42.3% | Reduced |
| Wellington Shields Capital Management, LLC | 4,290 | $686.1K | 0.09% | +3,990+1,330.0% | Added |
| RW Investment Management LLC | 4,293 | $686.6K | 0.12% | −656−13.3% | Reduced |
| Hanson & Doremus Investment Management | 4,294 | $687.0K | 0.14% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 4,296 | $687.1K | 0.28% | −340−7.3% | Reduced |
| Cadinha & Co LLC | 4,298 | $687.4K | 0.15% | −500−10.4% | Reduced |
| Davis R M Inc | 4,308 | $689.0K | 0.02% | −554−11.4% | Reduced |
| Americana Partners, LLC | 4,310 | $689.3K | 0.07% | −1,497−25.8% | Reduced |
| Mainsail Financial Group, LLC | 4,314 | $690.7K | 0.63% | −874−16.8% | Reduced |
| Howard Capital Management Group, LLC | 4,327 | $692.0K | 0.07% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,344 | $694.7K | 0.30% | +130+3.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,419 | $696.4K | 0.50% | −312−6.6% | Reduced |
| Cladis Investment Advisory, LLC | 4,364 | $697.9K | 0.61% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,390 | $702.1K | 0.53% | +50+1.2% | Added |
| Tiemann Investment Advisors, LLC | 4,390 | $702.2K | 0.38% | +220+5.3% | Added |
| Beacon Investment Advisory Services, Inc. | 4,393 | $702.6K | 0.03% | −250−5.4% | Reduced |
| Heck Capital Advisors, LLC | 4,394 | $702.7K | 0.13% | −53−1.2% | Reduced |
| KPP Advisory Services LLC | 4,397 | $703.3K | 0.23% | +4,397 | New |
| Indiana Trust & Investment Management CO | 4,398 | $703.4K | 0.36% | −285−6.1% | Reduced |
| City State Bank | 4,403 | $704.0K | 0.39% | −5−0.1% | Reduced |
| Keudell/Morrison Wealth Management | 4,406 | $704.6K | 0.21% | +20.0% | Added |
| Marino, Stram & Associates LLC | 4,408 | $704.9K | 0.21% | +73+1.7% | Added |
| Invesco, LLC | 4,419 | $706.7K | 0.36% | +333+8.1% | Added |
| Lewis Capital Management, LLC | 4,420 | $706.9K | 1.10% | +345+8.5% | Added |
| Northstar Advisory Group, LLC | 4,421 | $707.1K | 0.52% | +4,421 | New |
| Summit Financial Group Inc | 4,433 | $709.0K | 0.30% | +400+9.9% | Added |
| Apeiron RIA LLC | 4,441 | $710.2K | 0.24% | +190+4.5% | Added |
| Wealth Management Partners, LLC | 4,442 | $710.4K | 0.44% | +612+16.0% | Added |
| Ellenbecker Investment Group | 4,453 | $712.0K | 0.18% | +70+1.6% | Added |
| Sabal Trust CO | 4,463 | $713.8K | 0.05% | −34−0.8% | Reduced |
| Viawealth, LLC | 4,465 | $714.0K | 0.52% | −25−0.6% | Reduced |
| Moseley Investment Management Inc | 4,475 | $715.8K | 0.43% | +12+0.3% | Added |
| StrategIQ Financial Group, LLC | 4,483 | $717.0K | 0.08% | +11+0.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,487 | $717.6K | 0.06% | −1,368−23.4% | Reduced |
| Waycross Investment Management Co | 4,507 | $720.9K | 0.83% | +34+0.8% | Added |
| Veracity Capital LLC | 4,508 | $721.0K | 0.34% | −241−5.1% | Reduced |
| Glassman Wealth Services | 4,510 | $721.2K | 0.12% | +49+1.1% | Added |
| Vantage Consulting Group Inc | 4,515 | $722.1K | 0.48% | −273−5.7% | Reduced |
| Syntax Advisors, LLC | 4,515 | $722.1K | 0.64% | −273−5.7% | Reduced |
| Somerville Kurt F | 4,520 | $722.9K | 0.15% | −1,975−30.4% | Reduced |
| Fulcrum Equity Management | 4,528 | $724.2K | 0.85% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4,541 | $726.2K | 0.12% | 00.0% | Unchanged |
| Carlson Capital Management | 4,542 | $726.5K | 0.04% | +5+0.1% | Added |
| First National Bank of Hutchinson | 4,547 | $727.2K | 0.55% | −2,581−36.2% | Reduced |
| JSF Financial, LLC | 4,549 | $727.6K | 0.28% | −53−1.2% | Reduced |
| KFA Private Wealth Group, LLC | 4,563 | $729.8K | 0.30% | +162+3.7% | Added |
| Relative Value Partners Group, LLC | 4,568 | $730.6K | 0.05% | +1,539+50.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 4,500 | $731.0K | 0.37% | +700+18.4% | Added |