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 |
|---|---|---|---|---|---|
| Delta Financial Group, Inc. | 5,325 | $852.0K | 0.29% | +5,325 | New |
| Optas, LLC | 5,339 | $853.9K | 0.28% | +405+8.2% | Added |
| Chicago Trust Co NA | 5,348 | $855.3K | 0.21% | −694−11.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,352 | $855.9K | 0.09% | −19−0.4% | Reduced |
| Provence Wealth Management Group | 5,354 | $856.3K | 0.52% | +1,084+25.4% | Added |
| United Community Bank | 5,365 | $858.0K | 0.42% | +5,365 | New |
| Blueprint Investment Partners LLC | 5,366 | $858.3K | 0.28% | −191−3.4% | Reduced |
| DFPG Investments, LLC | 5,245 | $859.8K | 0.08% | +150+2.9% | Added |
| McKinley Carter Wealth Services, Inc. | 5,390 | $862.0K | 0.07% | +69+1.3% | Added |
| Callan Capital, LLC | 5,397 | $863.1K | 0.09% | +469+9.5% | Added |
| Syntal Capital Partners, LLC | 5,401 | $863.8K | 0.67% | +3,401+170.0% | Added |
| Eagle Rock Investment Company, LLC | 5,419 | $866.7K | 0.20% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5,421 | $867.0K | 0.14% | −47−0.9% | Reduced |
| MJP Associates Inc | 5,428 | $868.4K | 0.25% | +122+2.3% | Added |
| Private Wealth Partners, LLC | 5,432 | $868.7K | 0.08% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 5,442 | $870.3K | 0.35% | −249−4.4% | Reduced |
| PDS Planning, Inc | 5,453 | $872.1K | 0.11% | +56+1.0% | Added |
| Alta Wealth Advisors LLC | 5,454 | $872.3K | 0.53% | +3,753+220.6% | Added |
| Strong Tower Advisory Services | 5,463 | $873.7K | 0.44% | +49+0.9% | Added |
| Cornerstone Advisory, LLC | 5,463 | $873.7K | 0.15% | +198+3.8% | Added |
| Lloyd Advisory Services, LLC. | 5,465 | $874.0K | 0.29% | +5,465 | New |
| Norden Group LLC | 5,465 | $874.0K | 0.29% | +5,465 | New |
| Castle Rock Wealth Management, LLC | 5,684 | $874.5K | 0.29% | +300+5.6% | Added |
| Journey Strategic Wealth LLC | 5,469 | $874.7K | 0.04% | +537+10.9% | Added |
| REDW Wealth LLC | 5,482 | $876.7K | 0.27% | 00.0% | Unchanged |
| Laraway Financial Inc | 5,489 | $877.8K | 0.91% | −39−0.7% | Reduced |
| First Financial Corp | 5,502 | $879.9K | 0.52% | +1,838+50.2% | Added |
| Teza Capital Management LLC | 5,512 | $881.5K | 0.14% | −2,082−27.4% | Reduced |
| ZWJ Investment Counsel Inc | 5,516 | $882.2K | 0.05% | +983+21.7% | Added |
| Mission Creek Capital Partners, Inc. | 5,525 | $883.6K | 0.30% | +66+1.2% | Added |
| D'Orazio & Associates, Inc. | 5,544 | $886.7K | 0.20% | +715+14.8% | Added |
| Solstein Capital, LLC | 5,547 | $887.1K | 0.76% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 5,554 | $888.2K | 0.19% | −1,387−20.0% | Reduced |
| Transatlantique Private Wealth LLC | 5,558 | $888.9K | 0.48% | +3,461+165.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,597 | $895.1K | 0.12% | −18−0.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 5,601 | $895.8K | 0.97% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 5,603 | $896.1K | 0.10% | −488−8.0% | Reduced |
| Valley National Advisers Inc | 5,625 | $900.0K | 0.16% | −37−0.7% | Reduced |
| Camden Capital, LLC | 5,629 | $900.2K | 0.11% | +631+12.6% | Added |
| Helen Stephens Group, LLC | 5,636 | $901.3K | 0.47% | −31−0.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,669 | $906.7K | 0.44% | −58−1.0% | Reduced |
| FDx Advisors, Inc. | 5,673 | $907.0K | 0.08% | −4,398−43.7% | Reduced |
| Icon Wealth Partners, LLC | 5,690 | $910.0K | 0.10% | −54−0.9% | Reduced |
| Etfidea, LLC | 5,694 | $910.6K | 0.39% | +95+1.7% | Added |
| Cim Investment Mangement Inc | 5,711 | $913.4K | 0.33% | +3,408+148.0% | Added |
| Cyrus J. Lawrence, LLC | 5,720 | $914.0K | 0.25% | 00.0% | Unchanged |
| MBL Wealth, LLC | 5,725 | $915.6K | 0.13% | +380+7.1% | Added |
| Rosenbaum Jay D. | 5,732 | $916.7K | 1.54% | −68−1.2% | Reduced |
| Bill Few Associates, Inc. | 5,742 | $918.4K | 0.48% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 5,751 | $919.8K | 0.84% | +350+6.5% | Added |
| Fort Point Capital Partners LLC | 5,751 | $919.8K | 0.15% | −342−5.6% | Reduced |
| Three Bridge Wealth Advisors, LLC | 5,754 | $920.2K | 0.38% | −282−4.7% | Reduced |
| Red Wave Investments LLC | 5,755 | $920.4K | 0.39% | 00.0% | Unchanged |
| Dillon & Associates Inc | 5,768 | $923.0K | 0.18% | −145−2.5% | Reduced |
| Prostatis Group LLC | 5,689 | $923.5K | 0.45% | −605,331−99.1% | Reduced |
| Byrne Asset Management LLC | – | $924.0K | 0.77% | – | – |
| Savoie Capital LLC | 5,778 | $924.1K | 0.24% | +5,778 | New |
| Wealthspan Partners, LLC | 5,789 | $925.8K | 0.73% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 5,792 | $926.3K | 0.13% | +333+6.1% | Added |
| ICA Group Wealth Management, LLC | 5,796 | $927.6K | 0.26% | +1,043+21.9% | Added |
| Cyndeo Wealth Partners, LLC | 5,813 | $929.6K | 0.10% | +123+2.2% | Added |
| Resolute Wealth Strategies, LLC | 5,823 | $931.2K | 0.70% | +3+0.1% | Added |
| Biltmore Family Office, LLC | 5,824 | $931.4K | 0.21% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 5,827 | $931.9K | 0.33% | −9−0.2% | Reduced |
| IVC Wealth Advisors LLC | 5,828 | $932.1K | 0.62% | −3−0.1% | Reduced |
| Coastal Investment Advisors, Inc. | 5,942 | $933.9K | 0.21% | −50−0.8% | Reduced |
| Intrua Financial, LLC | 5,853 | $936.1K | 0.17% | −200−3.3% | Reduced |
| Columbus Macro, LLC | 5,860 | $937.2K | 0.40% | −113−1.9% | Reduced |
| General Partner, Inc. | 5,887 | $937.7K | 0.84% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 5,898 | $943.3K | 0.78% | −450−7.1% | Reduced |
| Merriman Wealth Management, LLC | 5,906 | $944.6K | 0.05% | −15−0.3% | Reduced |
| Strait & Sound Wealth Management LLC | 5,910 | $945.2K | 0.81% | +12+0.2% | Added |
| Personal Cfo Solutions, LLC | 5,946 | $951.1K | 0.19% | +303+5.4% | Added |
| Abacus Planning Group, Inc. | 5,951 | $951.7K | 0.23% | +180+3.1% | Added |
| Blackston Financial Advisory Group, LLC | 5,955 | $952.4K | 0.66% | +202+3.5% | Added |
| Fluent Financial, LLC | 5,971 | $954.9K | 0.51% | +740+14.1% | Added |
| Southeast Asset Advisors Inc. | 5,974 | $955.4K | 0.13% | +60+1.0% | Added |
| LVM Capital Management Ltd | 5,975 | $956.0K | 0.13% | +4,028+206.9% | Added |
| Oxbow Advisors, LLC | 5,982 | $956.7K | 0.15% | −50−0.8% | Reduced |
| Benin Management CORP | 5,990 | $958.0K | 0.36% | +150+2.6% | Added |
| Monetta Financial Services Inc | 6,000 | $959.6K | 1.05% | +6,000 | New |
| Eudaimonia Advisors LLC | 6,018 | $962.5K | 0.68% | −1,001−14.3% | Reduced |
| ASB Consultores, LLC | 6,032 | $964.7K | 0.38% | −1,252−17.2% | Reduced |
| Nebula Research & Development LLC | 6,042 | $966.3K | 0.51% | +6,042 | New |
| PFW Advisors LLC | 6,044 | $966.6K | 0.34% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 6,045 | $966.7K | 0.35% | −2,673−30.7% | Reduced |
| KMG Fiduciary Partners, LLC | 6,047 | $967.1K | 0.13% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 6,060 | $969.2K | 0.09% | −928−13.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,065 | $970.0K | 0.22% | +973+19.1% | Added |
| Pin Oak Investment Advisors Inc | 6,066 | $970.0K | 1.09% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 6,066 | $970.1K | 0.08% | −539−8.2% | Reduced |
| Larson Financial Group LLC | 6,071 | $970.9K | 0.10% | +1,051+20.9% | Added |
| Qsemble Capital Management, LP | 6,100 | $975.6K | 0.18% | −1,300−17.6% | Reduced |
| MEMBERS Trust Co | 6,003 | $975.7K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 6,114 | $977.8K | 0.15% | +401+7.0% | Added |
| Ethos Financial Group, LLC | 6,086 | $979.0K | 0.25% | −940−13.4% | Reduced |
| Peoples Financial Services Corp. | 6,134 | $981.0K | 0.46% | −315−4.9% | Reduced |
| Coastline Trust Co | 6,144 | $982.6K | 0.14% | +209+3.5% | Added |
| Strategic Financial Concepts, LLC | 6,144 | $982.7K | 0.33% | +70+1.2% | Added |
| Institute for Wealth Management, LLC. | 6,154 | $984.2K | 0.18% | +4+0.1% | Added |