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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 9,899 | $1.58M | 0.50% | +390+4.1% | Added |
| FinTrust Capital Advisors, LLC | 9,910 | $1.58M | 0.35% | +1,211+13.9% | Added |
| Argus Investors' Counsel, Inc. | 9,945 | $1.59M | 1.15% | −470−4.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 9,959 | $1.59M | 0.15% | +4,400+79.2% | Added |
| Focus Financial Network, Inc. | 9,984 | $1.60M | 0.09% | +392+4.1% | Added |
| Highlander Capital Management, LLC | 10,000 | $1.60M | 0.63% | −50−0.5% | Reduced |
| Jeppson Wealth Management, LLC | 10,033 | $1.60M | 0.74% | +88+0.9% | Added |
| WR Wealth Planners, LLC | 10,056 | $1.61M | 0.61% | +58+0.6% | Added |
| Accretive Wealth Partners, LLC | 10,068 | $1.61M | 0.96% | +14+0.1% | Added |
| Armor Investment Advisors, LLC | 10,068 | $1.61M | 0.95% | +330+3.4% | Added |
| Tabor Asset Management, LP | 10,073 | $1.61M | 0.85% | +10,073 | New |
| Northern Financial Advisors Inc | 10,130 | $1.62M | 1.48% | +580+6.1% | Added |
| Orser Capital Management, LLC | 10,146 | $1.62M | 1.64% | +1,970+24.1% | Added |
| Nicholas Hoffman & Company, LLC. | 10,159 | $1.62M | 0.12% | +40.0% | Added |
| McDonald Partners LLC | 10,181 | $1.63M | 0.53% | −242−2.3% | Reduced |
| Peoples Bank | 10,260 | $1.64M | 1.40% | +10,260 | New |
| Patten Group, Inc. | 10,262 | $1.64M | 0.49% | −241−2.3% | Reduced |
| Smith Anglin Financial, LLC | 10,265 | $1.64M | 0.20% | +194+1.9% | Added |
| Bank of New Hampshire | 10,283 | $1.64M | 0.49% | −279−2.6% | Reduced |
| Detalus Advisors, LLC | 10,323 | $1.65M | 0.77% | +10.0% | Added |
| Meridian Wealth Advisors, LLC | 10,325 | $1.65M | 0.41% | −68−0.7% | Reduced |
| Spreng Capital Management, Inc. | 10,327 | $1.65M | 1.21% | +205+2.0% | Added |
| Hancock Whitney Corp | 10,332 | $1.65M | 0.07% | −621−5.7% | Reduced |
| SOL Capital Management CO | 10,380 | $1.66M | 0.26% | −100−1.0% | Reduced |
| Good Life Advisors, LLC | 10,385 | $1.66M | 0.19% | −77−0.7% | Reduced |
| Lake Street Advisors Group, LLC | 10,391 | $1.66M | 0.10% | −264−2.5% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 10,398 | $1.66M | 1.90% | −185−1.7% | Reduced |
| Paradigm Asset Management Co LLC | 10,412 | $1.67M | 0.47% | −600−5.4% | Reduced |
| MTM Investment Management, LLC | 10,428 | $1.67M | 0.84% | +30.0% | Added |
| Deseret Mutual Benefit Administrators | 10,432 | $1.67M | 0.82% | −1,842−15.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,440 | $1.67M | 0.67% | +1,685+19.2% | Added |
| WBH Advisory Inc | 10,446 | $1.67M | 0.21% | +38+0.4% | Added |
| Union Heritage Capital, LLC | 10,450 | $1.67M | 0.95% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 10,452 | $1.67M | 1.03% | −156−1.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 10,459 | $1.67M | 1.14% | +34+0.3% | Added |
| Accurate Wealth Management, LLC | 10,404 | $1.68M | 0.53% | +1,159+12.5% | Added |
| Optimum Investment Advisors | 10,507 | $1.68M | 0.86% | −634−5.7% | Reduced |
| Icapital Wealth LLC | 10,512 | $1.68M | 1.19% | −2,000−16.0% | Reduced |
| Blue Chip Partners, Inc. | 10,517 | $1.68M | 0.20% | −16−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,521 | $1.68M | 0.11% | −181−1.7% | Reduced |
| Argent Capital Management LLC | 10,575 | $1.69M | 0.06% | −400−3.6% | Reduced |
| Delos Wealth Advisors, LLC | 10,401 | $1.69M | 2.05% | −156−1.5% | Reduced |
| Van Hulzen Asset Management, LLC | 10,578 | $1.69M | 0.13% | −3,422−24.4% | Reduced |
| HCR Wealth Advisors | 10,582 | $1.69M | 0.37% | −251−2.3% | Reduced |
| Connolly Sarah T. | 10,586 | $1.69M | 1.12% | −136−1.3% | Reduced |
| Claro Advisors LLC | 10,603 | $1.70M | 0.42% | +428+4.2% | Added |
| Sterling Investment Counsel, LLC | 10,607 | $1.70M | 0.97% | +372+3.6% | Added |
| Manchester Capital Management LLC | 10,632 | $1.70M | 0.25% | −217−2.0% | Reduced |
| Greatmark Investment Partners, Inc. | 10,640 | $1.70M | 0.30% | +236+2.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,640 | $1.70M | 0.33% | −10−0.1% | Reduced |
| Strategic Global Advisors, LLC | 10,644 | $1.70M | 0.28% | +10,644 | New |
| Optiver Holding B.V. | 10,648 | $1.70M | 0.05% | +10,648 | New |
| Dudley Capital Management, LLC | 10,656 | $1.70M | 1.20% | +167+1.6% | Added |
| Summit X, LLC | 10,661 | $1.71M | 0.54% | −6,808−39.0% | Reduced |
| TruWealth Advisors, LLC | 10,679 | $1.71M | 0.15% | +28+0.3% | Added |
| Argent Advisors, Inc. | 10,693 | $1.71M | 0.78% | −349−3.2% | Reduced |
| Delta Investment Management, LLC | 10,736 | $1.72M | 0.48% | +721+7.2% | Added |
| Game Creek Capital, LP | 10,750 | $1.72M | 1.14% | −2,000−15.7% | Reduced |
| Wellington Shields & Co., LLC | 10,757 | $1.72M | 0.43% | +3,040+39.4% | Added |
| First Dallas Securities Inc. | 10,784 | $1.73M | 0.40% | +6,478+150.4% | Added |
| Bailard, Inc. | 10,797 | $1.73M | 0.06% | +28+0.3% | Added |
| Krilogy Financial LLC | 10,797 | $1.73M | 0.16% | +341+3.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,803 | $1.73M | 0.81% | −1,000−8.5% | Reduced |
| Quad-Cities Investment Group, LLC | 10,823 | $1.73M | 1.16% | +87+0.8% | Added |
| Lake Street Financial LLC | 10,742 | $1.75M | 0.31% | +598+5.9% | Added |
| Ifrah Financial Services, Inc. | 10,941 | $1.75M | 0.54% | +7+0.1% | Added |
| Tilia Fiduciary Partners, Inc. | 10,953 | $1.75M | 1.82% | +464+4.4% | Added |
| Harbour Investments, Inc. | 10,956 | $1.75M | 0.09% | +572+5.5% | Added |
| Legacy Bridge, LLC | 10,963 | $1.75M | 1.25% | +250+2.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,974 | $1.75M | 0.20% | −11−0.1% | Reduced |
| Ellsworth Advisors, LLC | 10,922 | $1.76M | 0.62% | +8,976+461.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 10,910 | $1.76M | 0.08% | −2,568−19.1% | Reduced |
| Harbor Advisors LLC | 11,000 | $1.76M | 0.38% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 11,033 | $1.76M | 0.95% | −9−0.1% | Reduced |
| Norris Financial Group, LLC | 11,084 | $1.77M | 1.23% | −883−7.4% | Reduced |
| GTS Securities LLC | 11,085 | $1.77M | 0.04% | −18,238−62.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 11,140 | $1.78M | 0.52% | −3,532−24.1% | Reduced |
| Main Street Financial Solutions, LLC | 11,171 | $1.79M | 0.25% | +966+9.5% | Added |
| PFG Investments, LLC | 11,257 | $1.80M | 0.34% | −114−1.0% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11,260 | $1.80M | 0.80% | +2,068+22.5% | Added |
| Penobscot Investment Management Company, Inc. | 11,260 | $1.80M | 0.24% | +6,820+153.6% | Added |
| West Michigan Advisors, LLC | 11,269 | $1.80M | 0.96% | +216+2.0% | Added |
| First Financial Bank - Trust Division | 11,300 | $1.81M | 0.20% | +1,117+11.0% | Added |
| Transcend Wealth Collective, LLC | 11,345 | $1.81M | 0.18% | +112+1.0% | Added |
| Gilbert & Cook, Inc. | 11,348 | $1.81M | 0.29% | −382−3.3% | Reduced |
| Avantax Planning Partners, Inc. | 11,378 | $1.82M | 0.08% | −99−0.9% | Reduced |
| Trust Co of Oklahoma | 11,399 | $1.82M | 0.73% | 00.0% | Unchanged |
| Providence First Trust Co | 11,426 | $1.83M | 1.02% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 11,452 | $1.83M | 0.86% | −471−4.0% | Reduced |
| RFP Financial Group LLC | 11,437 | $1.83M | 0.81% | −465−3.9% | Reduced |
| Warren Averett Asset Management, LLC | 11,470 | $1.83M | 0.08% | +1,153+11.2% | Added |
| Chicago Partners Investment Group LLC | 11,418 | $1.84M | 0.10% | +1,698+17.5% | Added |
| Lifeworks Advisors, LLC | 11,538 | $1.85M | 0.72% | +1,438+14.2% | Added |
| Founders Financial Securities LLC | 11,564 | $1.85M | 0.24% | −33−0.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,615 | $1.86M | 0.20% | +83+0.7% | Added |
| Lavaca Capital LLC | 11,657 | $1.86M | 0.67% | −1,715−12.8% | Reduced |
| CoreFirst Bank & Trust | 11,768 | $1.88M | 1.34% | −115−1.0% | Reduced |
| Westover Capital Advisors, LLC | 11,769 | $1.88M | 0.68% | +260+2.3% | Added |
| Avidian Wealth Solutions, LLC | 11,774 | $1.88M | 0.13% | −4,647−28.3% | Reduced |
| Financial Advocates Investment Management | 11,806 | $1.89M | 0.14% | +217+1.9% | Added |