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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 4,578 | $732.1K | 0.26% | +23+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,580 | $732.5K | 0.00% | +4,580 | New |
| Clarus Group, Inc. | 4,588 | $733.8K | 0.53% | +504+12.3% | Added |
| Norwood Financial Corp | 4,590 | $734.1K | 1.19% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 4,438 | $734.6K | 0.49% | −252−5.4% | Reduced |
| Keating Investment Counselors Inc | 4,600 | $735.7K | 0.25% | +1,000+27.8% | Added |
| Alliance Wealth Advisors, LLC | 4,601 | $735.9K | 0.27% | +181+4.1% | Added |
| Traphagen Investment Advisors LLC | 4,602 | $736.0K | 0.09% | +236+5.4% | Added |
| Armstrong Advisory Group, Inc | 4,604 | $736.4K | 0.08% | −29−0.6% | Reduced |
| Owen LaRue, LLC | 4,608 | $736.9K | 0.81% | +2,433+111.9% | Added |
| Crumly & Associates Inc. | 4,612 | $737.7K | 0.29% | −353−7.1% | Reduced |
| Fiduciary Alliance LLC | 4,630 | $740.4K | 0.17% | +1,196+34.8% | Added |
| Oak Asset Management, LLC | 4,631 | $740.6K | 0.32% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 4,633 | $741.0K | 0.16% | +16+0.3% | Added |
| Zevin Asset Management LLC | 4,641 | $742.0K | 0.15% | +4,641 | New |
| Wulff, Hansen & Co. | 4,646 | $743.0K | 0.87% | 00.0% | Unchanged |
| SRN Advisors, LLC | 4,676 | $747.8K | 0.74% | −8,855−65.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,690 | $750.2K | 0.27% | +4,690 | New |
| Greenfield Savings Bank | 4,692 | $750.4K | 0.47% | −347−6.9% | Reduced |
| Atom Investors LP | 4,697 | $751.2K | 0.17% | +2,176+86.3% | Added |
| Wealth Effects LLC | 4,702 | $752.0K | 0.37% | −75−1.6% | Reduced |
| Investors Research Corp | 4,707 | $752.8K | 0.20% | 00.0% | Unchanged |
| Central Bank & Trust Co | 4,733 | $756.9K | 0.13% | +491+11.6% | Added |
| Evanson Asset Management, LLC | 4,735 | $757.2K | 0.07% | +282+6.3% | Added |
| Gleason Group, Inc. | 4,744 | $758.7K | 0.20% | −218−4.4% | Reduced |
| JFS Wealth Advisors, LLC | 4,744 | $758.8K | 0.07% | −10−0.2% | Reduced |
| RMR Wealth Builders | 4,751 | $759.8K | 0.12% | +3,103+188.3% | Added |
| Wimmer Associates 1, LLC | 4,759 | $761.1K | 0.47% | +335+7.6% | Added |
| Abacus Wealth Partners, LLC | 4,772 | $763.2K | 0.24% | +3,317+228.0% | Added |
| Peak Planning Group, LLC | 4,777 | $764.0K | 0.60% | +78+1.7% | Added |
| Tributary Capital Management, LLC | 4,780 | $764.5K | 0.07% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 4,784 | $765.1K | 0.11% | +960+25.1% | Added |
| Compass Financial Group, INC | 4,786 | $765.5K | 0.23% | +109+2.3% | Added |
| Toews Corp | 4,800 | $767.7K | 0.46% | +4,800 | New |
| Richard W. Paul & Associates, LLC | 4,827 | $771.9K | 0.35% | +255+5.6% | Added |
| Boussard & Gavaudan Investment Management LLP | 4,794 | $772.4K | 0.09% | +4,794 | New |
| Smith Shellnut Wilson LLC | 4,836 | $773.4K | 0.47% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 4,875 | $774.0K | 0.32% | −196−3.9% | Reduced |
| Cardiff Park Advisors, LLC | 4,853 | $776.1K | 0.10% | +11+0.2% | Added |
| Sanders Morris Harris LLC | 4,869 | $778.5K | 0.16% | +161+3.4% | Added |
| S.E.E.D. Planning Group LLC | 4,877 | $780.0K | 0.30% | −365−7.0% | Reduced |
| Woodline Partners LP | 4,901 | $783.8K | 0.01% | −47,191−90.6% | Reduced |
| Cahaba Wealth Management, Inc. | 4,910 | $785.2K | 0.09% | −162−3.2% | Reduced |
| MCF Advisors LLC | 4,940 | $790.1K | 0.07% | +36+0.7% | Added |
| Concord Wealth Partners | 4,961 | $793.4K | 0.17% | −34−0.7% | Reduced |
| Johnson Midwest Financial, LLC | 4,969 | $794.8K | 1.78% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,977 | $795.9K | 0.14% | +136+2.8% | Added |
| Sound Income Strategies, LLC | 4,992 | $798.4K | 0.07% | +1,106+28.5% | Added |
| St. Louis Trust Co | 5,000 | $799.6K | 0.15% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,002 | $799.9K | 0.01% | −9−0.2% | Reduced |
| Prentice Wealth Management LLC | 5,013 | $801.7K | 0.36% | +20.0% | Added |
| Curbstone Financial Management Corp | 5,018 | $802.5K | 0.20% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 5,036 | $805.4K | 0.49% | −107−2.1% | Reduced |
| Old North State Trust, LLC | 5,042 | $806.0K | 0.63% | −52−1.0% | Reduced |
| W Advisors, LLC | 5,054 | $808.3K | 0.66% | +104+2.1% | Added |
| Maven Securities LTD | 5,056 | $808.6K | 0.09% | −3,197−38.7% | Reduced |
| Arnhold LLC | 5,060 | $809.2K | 0.10% | −124−2.4% | Reduced |
| Probity Advisors, Inc. | 5,070 | $810.8K | 0.19% | +353+7.5% | Added |
| Brandywine Oak Private Wealth LLC | 5,075 | $811.6K | 0.10% | −10.0% | Reduced |
| Aureus Asset Management, LLC | 5,077 | $811.9K | 0.07% | +10.0% | Added |
| Silvia McColl Wealth Management, LLC | 5,077 | $812.0K | 0.81% | +20.0% | Added |
| Nova R Wealth, Inc. | 5,088 | $813.7K | 0.56% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 5,101 | $815.9K | 0.15% | +499+10.8% | Added |
| Camden National Bank | 5,105 | $816.4K | 0.17% | +450+9.7% | Added |
| Magnus Financial Group LLC | 5,124 | $819.5K | 0.12% | +51+1.0% | Added |
| Drive Wealth Management, LLC | 5,145 | $822.9K | 0.30% | +544+11.8% | Added |
| CRA Financial Services, LLC | 5,154 | $824.2K | 0.23% | +10.0% | Added |
| First County Bank | 5,158 | $824.9K | 0.43% | +323+6.7% | Added |
| Sheets Smith Wealth Management | 5,172 | $827.2K | 0.13% | +403+8.5% | Added |
| Evoke Wealth, LLC | 5,174 | $827.4K | 0.03% | +538+11.6% | Added |
| Colton Groome Financial Advisors, LLC | 5,193 | $830.5K | 0.42% | +850+19.6% | Added |
| Sterneck Capital Management, LLC | 5,205 | $832.4K | 0.56% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 5,210 | $833.2K | 0.01% | 00.0% | Unchanged |
| Stableford Capital II LLC | 5,155 | $833.9K | 0.38% | −204−3.8% | Reduced |
| Smart Money Group LLC | 5,224 | $835.5K | 0.40% | +2,252+75.8% | Added |
| Truepoint, Inc. | 5,237 | $837.5K | 0.03% | +2,715+107.7% | Added |
| Foster Group, Inc. | 5,242 | $838.4K | 0.05% | +304+6.2% | Added |
| Aspiriant, LLC | 5,242 | $838.5K | 0.04% | +587+12.6% | Added |
| Reynders McVeigh Capital Management, LLC | 5,249 | $839.0K | 0.06% | −17−0.3% | Reduced |
| 626 Financial, LLC | 5,248 | $839.3K | 0.57% | +20.0% | Added |
| Augustine Asset Management Inc | 5,250 | $839.6K | 0.39% | +511+10.8% | Added |
| Monticello Wealth Management, LLC | 5,259 | $841.1K | 0.08% | +1,718+48.5% | Added |
| Regent Peak Wealth Advisors LLC | 5,263 | $841.7K | 0.26% | +20+0.4% | Added |
| LCNB Corp | 5,264 | $841.9K | 0.37% | 00.0% | Unchanged |
| TD Capital Management LLC | 5,266 | $842.1K | 0.10% | +6+0.1% | Added |
| Pure Financial Advisors, Inc. | 5,269 | $842.6K | 0.03% | +900+20.6% | Added |
| Cowa, LLC | 5,275 | $843.7K | 0.57% | 00.0% | Unchanged |
| Gould Asset Management LLC | 5,278 | $844.2K | 0.24% | −3−0.1% | Reduced |
| Allstate Corp | 5,284 | $845.1K | 0.05% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 5,284 | $845.2K | 0.05% | −75−1.4% | Reduced |
| Founders Financial Alliance, LLC | 5,291 | $846.2K | 0.37% | −626−10.6% | Reduced |
| Zimmermann Investment Management & Planning LLC | 5,294 | $846.7K | 0.41% | +784+17.4% | Added |
| Bridgeworth, LLC | 5,296 | $847.0K | 0.09% | −264−4.7% | Reduced |
| Abbot Financial Management, Inc. | 5,297 | $847.1K | 0.57% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 5,300 | $847.6K | 0.15% | −800−13.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 5,300 | $847.6K | 1.60% | +5,300 | New |
| Chapin Davis, Inc. | 5,305 | $848.4K | 0.41% | −208−3.8% | Reduced |
| Boothbay Fund Management, LLC | 5,311 | $849.4K | 0.03% | +1,924+56.8% | Added |
| Fortem Financial Group, LLC | 5,321 | $851.0K | 0.50% | +1,645+44.7% | Added |
| Baker Avenue Asset Management, LP | 5,324 | $851.5K | 0.04% | +1,099+26.0% | Added |