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 |
|---|---|---|---|---|---|
| Brady Family Wealth, LLC | 8,371 | $1.34M | 0.52% | −140−1.6% | Reduced |
| Register Financial Advisors LLC | 8,380 | $1.34M | 0.98% | +318+3.9% | Added |
| Allied Investment Advisors, LLC | 8,408 | $1.34M | 0.40% | −45,933−84.5% | Reduced |
| RKL Wealth Management LLC | 8,416 | $1.35M | 0.16% | +174+2.1% | Added |
| Vigilare Wealth Management | 8,429 | $1.35M | 0.86% | +30.0% | Added |
| Intellectus Partners, LLC | 8,441 | $1.35M | 0.43% | −395−4.5% | Reduced |
| TLWM | 8,462 | $1.35M | 0.36% | +137+1.6% | Added |
| Winthrop Advisory Group LLC | 8,474 | $1.36M | 0.22% | −46−0.5% | Reduced |
| ORG Partners LLC | 8,487 | $1.36M | 0.40% | −11,538−57.6% | Reduced |
| Am Investment Strategies LLC | 8,515 | $1.36M | 0.44% | +5+0.1% | Added |
| QP Wealth Management, LLC | 8,522 | $1.36M | 2.38% | −2,045−19.4% | Reduced |
| Birmingham Capital Management Co Inc | 8,555 | $1.37M | 0.57% | +711+9.1% | Added |
| WT Wealth Management | 8,563 | $1.37M | 0.59% | +8,563 | New |
| RF&L Wealth Management, LLC | 8,600 | $1.38M | 1.28% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 8,645 | $1.38M | 0.79% | +8,645 | New |
| Grace & White Inc | 8,650 | $1.38M | 0.26% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 8,674 | $1.39M | 0.51% | −7−0.1% | Reduced |
| L.M. Kohn & Company | 8,675 | $1.39M | 0.51% | −178−2.0% | Reduced |
| Insight Wealth Strategies, LLC | 8,710 | $1.39M | 0.27% | +553+6.8% | Added |
| Transamerica Financial Advisors, Inc. | 8,706 | $1.39M | 0.19% | −302−3.4% | Reduced |
| American State Bank (Iowa) | 8,714 | $1.39M | 1.00% | −25−0.3% | Reduced |
| Farther Finance Advisors, LLC | 8,721 | $1.39M | 0.22% | +4,374+100.6% | Added |
| Prestige Wealth Management Group LLC | 8,731 | $1.40M | 0.34% | +2,005+29.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,735 | $1.40M | 0.80% | −550−5.9% | Reduced |
| Trust Co of Toledo NA | 8,752 | $1.40M | 0.28% | +753+9.4% | Added |
| Old Port Advisors | 8,753 | $1.40M | 0.51% | +8,753 | New |
| Park National Corp | 8,778 | $1.40M | 0.06% | +8+0.1% | Added |
| TCM Advisors, LLC | – | $1.41M | 1.26% | – | – |
| Chicago Capital, LLC | 8,804 | $1.41M | 0.07% | 00.0% | Unchanged |
| Peterson Wealth Management | 8,808 | $1.41M | 1.16% | +2,942+50.2% | Added |
| Pitcairn Co | 8,828 | $1.41M | 0.12% | +842+10.5% | Added |
| Live Oak Private Wealth LLC | 8,846 | $1.41M | 0.30% | −239−2.6% | Reduced |
| Provenance Wealth Advisors, LLC | 8,853 | $1.42M | 0.23% | +8,853 | New |
| Diamant Asset Management, Inc. | 8,862 | $1.42M | 1.17% | +57+0.6% | Added |
| Capital Planning Advisors, LLC | 8,884 | $1.42M | 0.30% | +3,806+75.0% | Added |
| Engineers Gate Manager LP | 8,893 | $1.42M | 0.05% | −407−4.4% | Reduced |
| Montecito Bank & Trust | 8,930 | $1.43M | 0.33% | −46−0.5% | Reduced |
| Platform Technology Partners | 8,931 | $1.43M | 0.67% | +1,014+12.8% | Added |
| Imprint Wealth LLC | 8,934 | $1.43M | 1.21% | −554−5.8% | Reduced |
| PFG Advisors | 8,947 | $1.43M | 0.13% | −1,130−11.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 8,983 | $1.44M | 0.97% | +2,168+31.8% | Added |
| West Family Investments, Inc. | 9,000 | $1.44M | 0.50% | −116−1.3% | Reduced |
| Delap Wealth Advisory, LLC | 9,008 | $1.44M | 1.39% | +9,008 | New |
| IPG Investment Advisors LLC | 9,013 | $1.44M | 0.32% | +3,543+64.8% | Added |
| Essex Financial Services, Inc. | 9,017 | $1.44M | 0.17% | +132+1.5% | Added |
| Desjardins Global Asset Management Inc. | 9,038 | $1.45M | 0.16% | −7,798−46.3% | Reduced |
| Advisory Alpha, LLC | 9,051 | $1.45M | 0.07% | +422+4.9% | Added |
| Marcum Wealth, LLC | 9,076 | $1.45M | 0.17% | +255+2.9% | Added |
| Archer Investment Corp | 9,087 | $1.45M | 0.51% | +50+0.6% | Added |
| Bedel Financial Consulting, Inc. | 9,109 | $1.46M | 0.29% | +5+0.1% | Added |
| Bedel Financial Consulting Inc | 9,109 | $1.46M | 0.29% | +9,109 | New |
| Ausdal Financial Partners, Inc. | 9,124 | $1.46M | 0.20% | +548+6.4% | Added |
| Cassaday & Co Wealth Management LLC | 9,137 | $1.46M | 0.06% | −255−2.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,141 | $1.46M | 0.06% | +1,374+17.7% | Added |
| Alpha Cubed Investments, LLC | 9,171 | $1.47M | 0.10% | +478+5.5% | Added |
| Lindbrook Capital, LLC | 9,205 | $1.47M | 0.16% | −261−2.8% | Reduced |
| CVA Family Office, LLC | 9,219 | $1.47M | 0.34% | +387+4.4% | Added |
| Coastal Bridge Advisors, LLC | 9,231 | $1.48M | 0.40% | +1,949+26.8% | Added |
| Fernwood Investment Management, LLC | 9,861 | $1.48M | 0.53% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 9,294 | $1.49M | 1.02% | +31+0.3% | Added |
| CMG Global Holdings, LLC | 9,310 | $1.49M | 1.27% | −378−3.9% | Reduced |
| AFS Financial Group, LLC | 9,376 | $1.50M | 1.02% | −723−7.2% | Reduced |
| Douglas Lane & Associates, LLC | 9,383 | $1.50M | 0.03% | −292−3.0% | Reduced |
| Payden & Rygel | 9,400 | $1.50M | 0.12% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 9,400 | $1.50M | 0.12% | +9,400 | New |
| Capital Advisory Group Advisory Services, LLC | 9,402 | $1.50M | 0.85% | −718−7.1% | Reduced |
| Virtue Capital Management, LLC | 9,515 | $1.50M | 0.26% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 9,414 | $1.51M | 0.04% | +2,206+30.6% | Added |
| Jmac Enterprises LLC | 9,433 | $1.51M | 0.37% | −73−0.8% | Reduced |
| Humankind Investments LLC | 9,434 | $1.51M | 0.63% | −602−6.0% | Reduced |
| Whalerock Point Partners, LLC | 9,446 | $1.51M | 0.52% | 00.0% | Unchanged |
| Navalign, LLC | 9,450 | $1.51M | 0.57% | +89+1.0% | Added |
| Commonwealth Financial Services, LLC | 9,452 | $1.51M | 0.45% | +9,452 | New |
| True North Advisors, LLC | 9,455 | $1.51M | 0.47% | −1,969−17.2% | Reduced |
| Summit Trail Advisors, LLC | 9,467 | $1.51M | 0.06% | +757+8.7% | Added |
| Wolff Wiese Magana LLC | 9,490 | $1.52M | 1.23% | −1,378−12.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,494 | $1.52M | 0.25% | −84−0.9% | Reduced |
| First Heartland Consultants, Inc. | 9,503 | $1.52M | 0.19% | +400+4.4% | Added |
| Altshuler Shaham Ltd | 9,513 | $1.52M | 0.04% | +270+2.9% | Added |
| Altman Advisors, Inc. | 9,517 | $1.52M | 0.95% | +9,517 | New |
| Vaughan David Investments LLC | 9,539 | $1.52M | 0.05% | +493+5.4% | Added |
| MRP Capital Investments, LLC | 22,361 | $1.53M | 1.70% | +12,470+126.1% | Added |
| First National Bank & Trust Co of Newtown | 9,594 | $1.53M | 0.35% | −170−1.7% | Reduced |
| Gray Wealth Management Inc. | 9,596 | $1.53M | 0.79% | −15−0.2% | Reduced |
| Jarislowsky, Fraser Ltd | 9,597 | $1.53M | 0.01% | −230−2.3% | Reduced |
| Shell Asset Management Co | 9,606 | $1.54M | 0.06% | +2,539+35.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,460 | $1.54M | 0.72% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 9,641 | $1.54M | 0.74% | +7,940+466.8% | Added |
| PBMares Wealth Management LLC | 9,655 | $1.54M | 0.56% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 9,657 | $1.54M | 0.16% | +346+3.7% | Added |
| RB Capital Management, LLC | 9,702 | $1.55M | 0.50% | −68−0.7% | Reduced |
| Wealth Alliance | 9,709 | $1.55M | 0.24% | +661+7.3% | Added |
| First Commonwealth Financial Corp | 9,724 | $1.56M | 0.52% | −13−0.1% | Reduced |
| Verdence Capital Advisors LLC | 9,748 | $1.56M | 0.17% | +3,772+63.1% | Added |
| Pinnacle West Asset Management, Inc. | 9,750 | $1.56M | 1.53% | +600+6.6% | Added |
| LCM Capital Management Inc | 9,808 | $1.57M | 1.28% | +352+3.7% | Added |
| First PREMIER Bank | 9,817 | $1.57M | 0.48% | −50−0.5% | Reduced |
| MidWestOne Financial Group, Inc. | 9,837 | $1.57M | 0.36% | −360−3.5% | Reduced |
| Kidder Stephen W | 9,850 | $1.58M | 0.55% | −125−1.3% | Reduced |
| Highview Capital Management LLC | 9,880 | $1.58M | 0.90% | −45−0.5% | Reduced |