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 |
|---|---|---|---|---|---|
| BEAM Asset Management, LLC | 7,170 | $1.15M | 0.82% | −41−0.6% | Reduced |
| Eaton Financial Holdings Company, LLC | 7,187 | $1.15M | 0.31% | +725+11.2% | Added |
| Heartland Bank & Trust Co | 7,193 | $1.15M | 0.91% | +97+1.4% | Added |
| Inlet Private Wealth, LLC | 7,200 | $1.15M | 0.38% | −50−0.7% | Reduced |
| Holderness Investments Co | 7,201 | $1.15M | 0.45% | +114+1.6% | Added |
| Old Mission Investment Co LLC | 7,210 | $1.15M | 0.45% | +182+2.6% | Added |
| Financial Partners Group, Inc | 7,043 | $1.15M | 0.24% | +1,434+25.6% | Added |
| Stoneridge Investment Partners LLC | 7,221 | $1.16M | 0.55% | +4,787+196.7% | Added |
| Cannell Peter B & Co Inc | 7,238 | $1.16M | 0.04% | −326−4.3% | Reduced |
| Financial Partners Group, LLC | 7,262 | $1.16M | 0.56% | +137+1.9% | Added |
| Independence Bank of Kentucky | 7,269 | $1.16M | 0.49% | −470−6.1% | Reduced |
| Intact Investment Management Inc. | 7,300 | $1.17M | 0.05% | +7,300 | New |
| XML Financial, LLC | 7,309 | $1.17M | 0.14% | +223+3.1% | Added |
| Neville Rodie & Shaw Inc | 7,321 | $1.17M | 0.10% | 00.0% | Unchanged |
| Narwhal Capital Management | 7,336 | $1.17M | 0.14% | −421−5.4% | Reduced |
| Northwest Wealth Management, LLC | 7,366 | $1.18M | 0.42% | +91+1.3% | Added |
| Tandem Investment Advisors, Inc. | 7,381 | $1.18M | 0.05% | +7,381 | New |
| Pecaut & Co. | 7,387 | $1.18M | 0.49% | 00.0% | Unchanged |
| Capital Management Associates | 7,400 | $1.18M | 1.74% | +2,000+37.0% | Added |
| Shay Capital LLC | 7,400 | $1.18M | 0.35% | +25+0.3% | Added |
| Dark Forest Capital Management LP | 7,403 | $1.18M | 0.10% | −5,524−42.7% | Reduced |
| Boltwood Capital Management | 7,432 | $1.19M | 0.44% | −40−0.5% | Reduced |
| Tradition Wealth Management, LLC | 7,443 | $1.19M | 0.14% | −68−0.9% | Reduced |
| Waterloo Capital, L.P. | 7,444 | $1.19M | 0.35% | +7,444 | New |
| DeDora Capital, Inc. | 7,463 | $1.19M | 0.47% | +389+5.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,473 | $1.20M | 0.35% | +340+4.8% | Added |
| Investment Partners, Ltd. | 7,494 | $1.20M | 0.63% | −251−3.2% | Reduced |
| EHP Funds Inc. | 7,500 | $1.20M | 0.57% | −5,000−40.0% | Reduced |
| Valley Brook Capital Group | 7,501 | $1.20M | 1.19% | +250+3.4% | Added |
| GoalVest Advisory LLC | 7,510 | $1.20M | 0.60% | +255+3.5% | Added |
| KC Investment Advisors, LLC | 7,522 | $1.20M | 0.78% | +281+3.9% | Added |
| Tempus Wealth Planning, LLC | 7,528 | $1.20M | 0.60% | +31+0.4% | Added |
| Aspen Wealth Strategies, LLC | 7,551 | $1.21M | 0.94% | −12−0.2% | Reduced |
| Uncommon Cents Investing LLC | 7,552 | $1.21M | 0.44% | −5−0.1% | Reduced |
| Altfest L J & Co Inc | 7,577 | $1.21M | 0.19% | −48−0.6% | Reduced |
| KFG Wealth Management, LLC | 7,588 | $1.21M | 0.66% | +432+6.0% | Added |
| Linscomb & Williams, Inc. | 7,590 | $1.21M | 0.07% | −2,749−26.6% | Reduced |
| Pictet & Cie (Europe) SA | 7,600 | $1.22M | 0.04% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 7,609 | $1.22M | 0.08% | −15−0.2% | Reduced |
| United Asset Strategies, Inc. | 7,625 | $1.22M | 0.16% | +697+10.1% | Added |
| Fidelis Capital Partners, LLC | 7,660 | $1.23M | 0.42% | +377+5.2% | Added |
| First Community Trust NA | 7,681 | $1.23M | 1.40% | −55−0.7% | Reduced |
| Prosperity Consulting Group, LLC | 7,694 | $1.23M | 0.57% | +5,424+238.9% | Added |
| Joel Isaacson & Co., LLC | 7,696 | $1.23M | 0.08% | +251+3.4% | Added |
| Woodward Diversified Capital, LLC | 7,718 | $1.23M | 0.89% | +526+7.3% | Added |
| Bank Ozk | 7,727 | $1.24M | 0.68% | −5,964−43.6% | Reduced |
| Donaldson Capital Management, LLC | 7,727 | $1.24M | 0.06% | +51+0.7% | Added |
| Hoey Investments, Inc | 7,730 | $1.24M | 0.41% | −952−11.0% | Reduced |
| Enterprise Financial Services Corp | 7,732 | $1.24M | 0.85% | −15−0.2% | Reduced |
| Keystone Financial Group | 7,785 | $1.25M | 0.21% | +46+0.6% | Added |
| Driehaus Capital Management LLC | 7,790 | $1.25M | 0.02% | +1,664+27.2% | Added |
| Disciplined Investments, LLC | 7,802 | $1.25M | 0.76% | −26−0.3% | Reduced |
| Souders Financial Advisors | 7,819 | $1.25M | 0.24% | +1,406+21.9% | Added |
| Adirondack Trust Co | 7,830 | $1.25M | 0.62% | +33+0.4% | Added |
| My Legacy Advisors, LLC | 7,807 | $1.26M | 0.51% | +306+4.1% | Added |
| Mosaic Family Wealth Partners, LLC | 7,864 | $1.26M | 0.25% | +1,263+19.1% | Added |
| First Western Trust Bank | 7,869 | $1.26M | 0.07% | −50−0.6% | Reduced |
| WBI Investments | 7,885 | $1.26M | 0.25% | −16,631−67.8% | Reduced |
| River & Mercantile Asset Management LLP | 7,893 | $1.26M | 0.30% | −378−4.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 7,625 | $1.26M | 0.31% | +218+2.9% | Added |
| Mountain Pacific Investment Advisers Inc | 7,925 | $1.27M | 0.09% | −137−1.7% | Reduced |
| Hollencrest Capital Management | 7,951 | $1.27M | 0.14% | +10.0% | Added |
| Focused Wealth Management, Inc | 7,954 | $1.27M | 0.22% | +64+0.8% | Added |
| Legacy Financial Advisors, Inc. | 7,958 | $1.27M | 0.25% | +744+10.3% | Added |
| MKT Advisors LLC | 7,969 | $1.28M | 0.97% | −26−0.3% | Reduced |
| Ethic Inc. | 7,981 | $1.28M | 0.04% | +2,941+58.4% | Added |
| ProVise Management Group, LLC | 7,987 | $1.28M | 0.12% | −184−2.3% | Reduced |
| Financial Insights, Inc. | 7,841 | $1.28M | 0.46% | +719+10.1% | Added |
| Compton Wealth Advisory Group, LLC | 8,015 | $1.28M | 0.44% | +470+6.2% | Added |
| Cipher Capital LP | 8,018 | $1.28M | 0.91% | +6,483+422.3% | Added |
| First Command Advisory Services, Inc. | 8,023 | $1.28M | 0.02% | +8,023 | New |
| Nikulski Financial, Inc. | 8,036 | $1.29M | 0.53% | +1,264+18.7% | Added |
| Charles Schwab Trust Co | 8,047 | $1.29M | 0.14% | −583−6.8% | Reduced |
| Highland Capital Management, LLC | 8,055 | $1.29M | 0.09% | +1,850+29.8% | Added |
| Pioneer Trust Bank N A | 8,069 | $1.29M | 0.43% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8,088 | $1.29M | 0.25% | +402+5.2% | Added |
| Boston Financial Mangement LLC | 8,091 | $1.29M | 0.05% | −42−0.5% | Reduced |
| Keebeck Wealth Management, LLC | 8,108 | $1.30M | 0.23% | +10.0% | Added |
| Aberdeen Wealth Management LLC | 8,109 | $1.30M | 0.98% | −99−1.2% | Reduced |
| TBH Global Asset Management, LLC | 8,123 | $1.30M | 0.25% | +236+3.0% | Added |
| Kingfisher Capital LLC | 8,135 | $1.30M | 0.35% | +18+0.2% | Added |
| Independent Solutions Wealth Management, LLC | 8,138 | $1.30M | 0.36% | −883−9.8% | Reduced |
| Sage Mountain Advisors LLC | 8,150 | $1.30M | 0.18% | +260+3.3% | Added |
| Donoghue Forlines LLC | 8,163 | $1.31M | 0.46% | +8,163 | New |
| Axq Capital, LP | 8,200 | $1.31M | 0.46% | +8,200 | New |
| Edgestream Partners, L.P. | 8,215 | $1.31M | 0.10% | +4,289+109.2% | Added |
| Logan Capital Management Inc | 8,223 | $1.32M | 0.07% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 8,247 | $1.32M | 0.07% | −421−4.9% | Reduced |
| Trustco Bank Corp N Y | 8,247 | $1.32M | 1.50% | +34+0.4% | Added |
| AdvisorNet Financial, Inc | 8,270 | $1.32M | 0.12% | −5,182−38.5% | Reduced |
| WMS Partners, LLC | 8,276 | $1.32M | 0.10% | −395−4.6% | Reduced |
| Chesapeake Wealth Management | 8,279 | $1.32M | 0.55% | −108−1.3% | Reduced |
| Sentry Investment Management LLC | 8,288 | $1.32M | 0.64% | +2,771+50.2% | Added |
| Ballast, Inc. | 8,307 | $1.33M | 0.53% | −86−1.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 8,316 | $1.33M | 1.09% | +257+3.2% | Added |
| DT Investment Partners, LLC | 8,323 | $1.33M | 0.16% | −38−0.5% | Reduced |
| WMG Financial Advisors, LLC | 8,324 | $1.33M | 1.13% | −57−0.7% | Reduced |
| Ahl Investment Management, Inc. | 8,325 | $1.33M | 1.19% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 8,327 | $1.33M | 0.28% | +15+0.2% | Added |
| Peterson Wealth Services | 8,349 | $1.34M | 1.00% | +270+3.3% | Added |