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 |
|---|---|---|---|---|---|
| Morris Retirement Advisors, LLC | 6,171 | $986.9K | 0.70% | +1,821+41.9% | Added |
| Grove Bank & Trust | 6,172 | $987.1K | 0.20% | +13+0.2% | Added |
| Security Financial Services, INC. | 6,175 | $987.6K | 0.28% | −12−0.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 6,175 | $987.6K | 0.16% | +170+2.8% | Added |
| Renasant Bank | 6,178 | $988.0K | 0.83% | +2,032+49.0% | Added |
| Beaton Management Co. Inc. | 6,185 | $989.0K | 0.64% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 6,185 | $989.2K | 0.10% | +53+0.9% | Added |
| TrimTabs Asset Management, LLC | 6,195 | $990.8K | 0.53% | +6,195 | New |
| MWA Asset Management | 6,202 | $992.0K | 0.96% | +6,202 | New |
| Renaissance Group LLC | 6,211 | $993.3K | 0.05% | −138−2.2% | Reduced |
| Laidlaw Wealth Management LLC | 6,222 | $995.1K | 0.33% | −5,225−45.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 6,241 | $998.1K | 0.49% | +68+1.1% | Added |
| Day & Ennis, LLC | 6,241 | $998.1K | 0.37% | −597−8.7% | Reduced |
| WNY Asset Management, LLC | 6,242 | $998.4K | 0.19% | +1,818+41.1% | Added |
| Papp L Roy & Associates | 6,246 | $998.9K | 0.14% | −250−3.8% | Reduced |
| N.E.W. Advisory Services LLC | 6,248 | $999.1K | 0.14% | +946+17.8% | Added |
| Menard Financial Group LLC | 6,252 | $999.9K | 1.45% | +6,252 | New |
| Bessemer Securities LLC | 6,328 | $1.01M | 1.40% | −4,389−41.0% | Reduced |
| Hartford Financial Management Inc. | 6,345 | $1.01M | 0.26% | −209−3.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,346 | $1.01M | 0.50% | −20.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 6,357 | $1.02M | 0.52% | −20.0% | Reduced |
| Aldebaran Financial Inc. | 6,358 | $1.02M | 1.66% | +90+1.4% | Added |
| Shulman DeMeo Asset Management LLC | 6,361 | $1.02M | 0.34% | −203−3.1% | Reduced |
| Foundation Resource Management Inc | 6,384 | $1.02M | 0.17% | +1,258+24.5% | Added |
| Tevis Investment Management | 6,390 | $1.02M | 1.04% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,399 | $1.02M | 0.52% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 6,400 | $1.02M | 0.30% | +870+15.7% | Added |
| Wealth Management Associates, Inc. | 6,425 | $1.03M | 0.60% | +66+1.0% | Added |
| Corundum Group, Inc. | 6,449 | $1.03M | 0.59% | −708−9.9% | Reduced |
| Costello Asset Management, INC | 6,457 | $1.03M | 0.95% | −1,515−19.0% | Reduced |
| Next Capital Management LLC | 6,462 | $1.03M | 0.47% | +93+1.5% | Added |
| Arthur M. Cohen & Associates, LLC | 6,492 | $1.04M | 0.27% | −800−11.0% | Reduced |
| Buffington Mohr McNeal | 6,512 | $1.04M | 0.24% | +4,398+208.0% | Added |
| Hoylecohen, LLC | 6,519 | $1.04M | 0.10% | +414+6.8% | Added |
| Financial Advisory Group | 6,521 | $1.04M | 0.21% | −274−4.0% | Reduced |
| Simplicity Wealth,LLC | 6,524 | $1.04M | 0.61% | +588+9.9% | Added |
| IMS Capital Management | 6,528 | $1.04M | 0.62% | +780+13.6% | Added |
| Green Square Capital Advisors LLC | 6,536 | $1.05M | 0.14% | +13+0.2% | Added |
| Proffitt & Goodson Inc | 6,540 | $1.05M | 0.21% | −681−9.4% | Reduced |
| Clare Market Investments LLC | 6,557 | $1.05M | 0.41% | +508+8.4% | Added |
| High Net Worth Advisory Group LLC | 6,562 | $1.05M | 0.42% | +235+3.7% | Added |
| JJJ Advisors Inc. | 6,580 | $1.05M | 0.28% | +2,913+79.4% | Added |
| Eagle Global Advisors LLC | 6,581 | $1.05M | 0.07% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 6,584 | $1.05M | 0.63% | −196−2.9% | Reduced |
| Missouri Trust & Investment Co | 6,590 | $1.05M | 0.47% | −36−0.5% | Reduced |
| Colonial River Wealth Management, LLC | 6,602 | $1.06M | 0.69% | +2,719+70.0% | Added |
| Eqis Capital Management, Inc. | 6,624 | $1.06M | 0.13% | +1,540+30.3% | Added |
| Eudaimonia Partners, LLC | 6,632 | $1.06M | 0.26% | −341−4.9% | Reduced |
| Rice Partnership, LLC | 6,633 | $1.06M | 0.30% | −51−0.8% | Reduced |
| Elgethun Capital Management | 6,669 | $1.06M | 0.32% | +353+5.6% | Added |
| Centennial Bank | 6,649 | $1.06M | 0.74% | +166+2.6% | Added |
| Barr E S & Co | 6,670 | $1.07M | 0.08% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,687 | $1.07M | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 6,726 | $1.08M | 0.46% | +199+3.0% | Added |
| Murphy Pohlad Asset Management LLC | 6,730 | $1.08M | 0.47% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 6,738 | $1.08M | 0.35% | +521+8.4% | Added |
| Beese Fulmer Investment Management, Inc. | 6,739 | $1.08M | 0.12% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6,751 | $1.08M | 0.55% | +269+4.1% | Added |
| Beacon Capital Management, LLC | 6,870 | $1.08M | 0.29% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,752 | $1.08M | 0.33% | −117−1.7% | Reduced |
| White Lighthouse Investment Management Inc. | 6,756 | $1.08M | 0.26% | −10.0% | Reduced |
| Park Place Capital Corp | 6,761 | $1.08M | 0.32% | +2,353+53.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,786 | $1.09M | 0.26% | +136+2.0% | Added |
| Insight Advisors, LLC | 6,811 | $1.09M | 0.25% | +808+13.5% | Added |
| Exencial Wealth Advisors, LLC | 6,823 | $1.09M | 0.05% | +756+12.5% | Added |
| Ami Investment Management Inc | 6,830 | $1.09M | 0.49% | −209−3.0% | Reduced |
| Kowal Investment Group, LLC | 6,834 | $1.09M | 0.29% | +195+2.9% | Added |
| Cooper Financial Group | 6,836 | $1.09M | 0.26% | +9+0.1% | Added |
| W.H. Cornerstone Investments Inc. | 6,847 | $1.09M | 0.96% | +18+0.3% | Added |
| X-Square Capital, LLC | 6,986 | $1.10M | 0.74% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,866 | $1.10M | 0.29% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 6,868 | $1.10M | 0.47% | −197−2.8% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,872 | $1.10M | 1.04% | +100+1.5% | Added |
| TCI Wealth Advisors, Inc. | 6,878 | $1.10M | 0.14% | +938+15.8% | Added |
| Archetype Wealth Partners | 6,884 | $1.10M | 0.22% | +274+4.1% | Added |
| Wealth Quarterback LLC | 6,890 | $1.10M | 0.95% | −707−9.3% | Reduced |
| Mairs & Power Inc | 6,908 | $1.10M | 0.01% | −549−7.4% | Reduced |
| Atlas Brown,Inc. | 6,924 | $1.11M | 0.51% | +8+0.1% | Added |
| Sky Investment Group LLC | 6,938 | $1.11M | 0.25% | −75−1.1% | Reduced |
| Certified Advisory Corp | 6,942 | $1.11M | 0.20% | +257+3.8% | Added |
| Nwam LLC | 6,948 | $1.11M | 0.11% | +472+7.3% | Added |
| Quent Capital, LLC | 6,952 | $1.11M | 0.17% | +443+6.8% | Added |
| Hurlow Wealth Management Group, Inc. | 6,966 | $1.11M | 0.48% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 6,981 | $1.12M | 0.93% | +20.0% | Added |
| Landmark Financial Advisors, LLC | 6,985 | $1.12M | 0.45% | −105−1.5% | Reduced |
| Liberty Capital Management, Inc. | 6,988 | $1.12M | 0.33% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 6,995 | $1.12M | 0.26% | +179+2.6% | Added |
| Lokken Investment Group LLC | 7,002 | $1.12M | 0.73% | +32+0.5% | Added |
| Professional Financial Advisors, LLC | 7,009 | $1.12M | 0.51% | +6+0.1% | Added |
| Romano Brothers and Company | 7,023 | $1.12M | 0.17% | +169+2.5% | Added |
| Centiva Capital, LP | 7,027 | $1.12M | 0.06% | +6,985+16,631.0% | Added |
| Abn Amro Investment Solutions | 7,040 | $1.13M | 0.02% | +1,004+16.6% | Added |
| Farmers National Bank | 7,042 | $1.13M | 0.39% | −171−2.4% | Reduced |
| Aviance Capital Partners, LLC | 7,060 | $1.13M | 0.25% | −229−3.1% | Reduced |
| Great Diamond Partners, LLC | 7,094 | $1.13M | 0.31% | +1,461+25.9% | Added |
| Boston Family Office LLC | 7,099 | $1.14M | 0.09% | −50−0.7% | Reduced |
| Secure Asset Management, LLC | 7,119 | $1.14M | 0.34% | +917+14.8% | Added |
| Retirement Planning Group | 7,130 | $1.14M | 0.12% | −340−4.6% | Reduced |
| Fox Run Management, L.L.C. | 7,151 | $1.14M | 0.34% | +7,151 | New |
| Strategic Advisors LLC | 7,158 | $1.14M | 0.23% | −66−0.9% | Reduced |