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 |
|---|---|---|---|---|---|
| Strengthening Families & Communities, LLC | 11,876 | $1.90M | 0.82% | +177+1.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,888 | $1.90M | 0.01% | +10.0% | Added |
| Bowman & Co S.C. | 11,893 | $1.90M | 1.51% | +564+5.0% | Added |
| Beacon Investment Advisors LLC | 11,898 | $1.90M | 1.35% | +85+0.7% | Added |
| Insight Inv LLC | 11,847 | $1.90M | 2.11% | +395+3.4% | Added |
| NorthRock Partners, LLC | 11,913 | $1.91M | 0.20% | +1,936+19.4% | Added |
| Verity Asset Management, Inc. | 11,921 | $1.91M | 1.41% | +251+2.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,942 | $1.91M | 0.31% | +296+2.5% | Added |
| Nixon Peabody Trust Co | 11,943 | $1.91M | 1.60% | −50.0% | Reduced |
| GFG Capital, LLC | 11,977 | $1.92M | 0.62% | −437−3.5% | Reduced |
| Catalyst Capital Advisors LLC | 12,062 | $1.93M | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 12,070 | $1.93M | 0.92% | +464+4.0% | Added |
| Monetary Management Group Inc | 12,086 | $1.93M | 0.64% | −100−0.8% | Reduced |
| Two Sigma Investments, LP | 12,097 | $1.93M | 0.01% | −1,476,293−99.2% | Reduced |
| Bremer Bank National Association | 12,101 | $1.94M | 0.38% | −53−0.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 12,127 | $1.94M | 0.58% | +10.0% | Added |
| Parsons Capital Management Inc | 12,175 | $1.95M | 0.15% | +124+1.0% | Added |
| Siemens Fonds Invest GmbH | 12,194 | $1.95M | 0.20% | +64+0.5% | Added |
| StoneX Group Inc. | 12,205 | $1.95M | 0.21% | +666+5.8% | Added |
| Ignite Planners, LLC | 12,282 | $1.95M | 0.60% | +342+2.9% | Added |
| Oarsman Capital, Inc. | 12,222 | $1.95M | 0.82% | +264+2.2% | Added |
| Kathmere Capital Management, LLC | 12,229 | $1.96M | 0.29% | +2,095+20.7% | Added |
| Gables Capital Management Inc. | 12,233 | $1.96M | 1.36% | −48−0.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 12,234 | $1.96M | 1.32% | −63−0.5% | Reduced |
| Invst, LLC | 12,239 | $1.96M | 0.28% | +491+4.2% | Added |
| Powers Advisory Group, LLC | 12,247 | $1.96M | 1.33% | −186−1.5% | Reduced |
| Front Row Advisors LLC | 12,276 | $1.96M | 0.90% | +72+0.6% | Added |
| Weatherly Asset Management L. P. | 12,349 | $1.97M | 0.24% | −680−5.2% | Reduced |
| Sterling Investment Management, Inc. | 12,355 | $1.98M | 1.76% | −180−1.4% | Reduced |
| Ironwood Investment Counsel, LLC | 12,360 | $1.98M | 0.47% | +150+1.2% | Added |
| Headlands Technologies LLC | 12,395 | $1.98M | 0.97% | −1,337−9.7% | Reduced |
| Ronald Blue Trust, Inc. | 12,655 | $1.99M | 0.03% | +1,375+12.2% | Added |
| FLC Capital Advisors | 12,449 | $1.99M | 0.60% | +45+0.4% | Added |
| Exchange Bank | 12,469 | $1.99M | 1.91% | −225−1.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,507 | $2.00M | 0.11% | +1,140+10.0% | Added |
| Belpointe Asset Management LLC | 12,519 | $2.00M | 0.21% | +1,811+16.9% | Added |
| Baystate Wealth Management LLC | 12,555 | $2.01M | 0.17% | +127+1.0% | Added |
| Barnes Pettey Financial Advisors, LLC | 12,557 | $2.01M | 1.84% | 00.0% | Unchanged |
| Congress Park Capital LLC | 12,561 | $2.01M | 1.16% | +99+0.8% | Added |
| Windsor Capital Management, LLC | 12,568 | $2.01M | 0.70% | +231+1.9% | Added |
| Gibraltar Capital Management, Inc. | 12,583 | $2.01M | 0.89% | +940+8.1% | Added |
| Portside Wealth Group, LLC | 12,598 | $2.02M | 0.38% | +313+2.5% | Added |
| Miracle Mile Advisors, LLC | 12,621 | $2.02M | 0.06% | −2,267−15.2% | Reduced |
| Jones Financial Companies LLLP | 12,711 | $2.03M | 0.00% | −7,135−36.0% | Reduced |
| Successful Portfolios LLC | 12,716 | $2.03M | 1.80% | −196−1.5% | Reduced |
| 9258 Wealth Management, LLC | 12,737 | $2.04M | 0.40% | +40.0% | Added |
| White Pine Capital LLC | 12,737 | $2.04M | 0.82% | +878+7.4% | Added |
| Change Path, LLC | 12,755 | $2.04M | 0.15% | −17,089−57.3% | Reduced |
| Evergreen Capital Management LLC | 12,778 | $2.04M | 0.09% | +128+1.0% | Added |
| NVWM, LLC | 12,826 | $2.05M | 0.67% | −30.0% | Reduced |
| IMA Wealth, Inc. | 12,835 | $2.05M | 0.53% | +200+1.6% | Added |
| Pettee Investors, Inc. | 12,839 | $2.05M | 0.98% | −200−1.5% | Reduced |
| Continuum Advisory, LLC | 33,721 | $2.06M | 0.33% | +175+0.5% | Added |
| JT Stratford LLC | 12,859 | $2.06M | 0.53% | +867+7.2% | Added |
| Buckingham Strategic Partners | 12,878 | $2.06M | 0.10% | +4,245+49.2% | Added |
| Kanawha Capital Management LLC | 12,888 | $2.06M | 0.20% | +295+2.3% | Added |
| Trust Co of Virginia | 12,892 | $2.06M | 0.23% | −23−0.2% | Reduced |
| Mission Wealth Management, LP | 12,948 | $2.07M | 0.08% | −489−3.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $2.08M | 0.78% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 13,062 | $2.09M | 0.52% | −762−5.5% | Reduced |
| Pegasus Asset Management, Inc. | 13,097 | $2.09M | 0.97% | +314+2.5% | Added |
| Sunbelt Securities, Inc. | 13,107 | $2.10M | 0.29% | +375+2.9% | Added |
| Quadrant Private Wealth Management, LLC | 13,197 | $2.11M | 0.71% | −15−0.1% | Reduced |
| Eagle Bluffs Wealth Management LLC | 13,213 | $2.11M | 1.62% | −833−5.9% | Reduced |
| Centaurus Financial, Inc. | 13,223 | $2.12M | 0.18% | −656−4.7% | Reduced |
| Doliver Advisors, LP | 13,248 | $2.12M | 0.64% | −371−2.7% | Reduced |
| Cornercap Investment Counsel Inc | 13,294 | $2.13M | 0.39% | +167+1.3% | Added |
| St. Johns Investment Management Company, LLC | 13,304 | $2.13M | 1.21% | −141−1.0% | Reduced |
| Kovack Advisors, Inc. | 13,377 | $2.14M | 0.30% | −1,441−9.7% | Reduced |
| Capstone Investment Advisors, LLC | 13,476 | $2.16M | 0.06% | +13,476 | New |
| NTV Asset Management LLC | 13,486 | $2.16M | 0.39% | 00.0% | Unchanged |
| Bank of Stockton | 13,338 | $2.16M | 0.81% | +1,078+8.8% | Added |
| Bangor Savings Bank | 13,546 | $2.17M | 0.26% | +40+0.3% | Added |
| Riverbridge Partners LLC | 13,547 | $2.17M | 0.03% | −376−2.7% | Reduced |
| Martin & Co Inc | 13,570 | $2.17M | 0.57% | +356+2.7% | Added |
| Symphony Financial, Ltd. Co. | 13,603 | $2.18M | 0.54% | +402+3.0% | Added |
| Burke & Herbert Bank & Trust Co | 13,622 | $2.18M | 1.76% | −678−4.7% | Reduced |
| Intrust Bank NA | 13,638 | $2.18M | 0.28% | +1,131+9.0% | Added |
| Zullo Investment Group, Inc. | 13,658 | $2.18M | 1.28% | +140+1.0% | Added |
| Naviter Wealth, LLC | 13,681 | $2.19M | 0.53% | +260+1.9% | Added |
| Page Arthur B | 13,705 | $2.19M | 2.27% | −780−5.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,705 | $2.19M | 0.36% | −2,932−17.6% | Reduced |
| Security National Bank of Sioux City Iowa | 13,707 | $2.19M | 1.71% | −345−2.5% | Reduced |
| Abbrea Capital, LLC | 13,718 | $2.19M | 0.35% | +128+0.9% | Added |
| Hilltop Holdings Inc. | 13,812 | $2.21M | 0.27% | −888−6.0% | Reduced |
| Chatham Capital Group, Inc. | 13,819 | $2.21M | 0.49% | +1,144+9.0% | Added |
| Geneva Capital Management LLC | 13,929 | $2.23M | 0.05% | −391−2.7% | Reduced |
| Trifecta Capital Advisors, LLC | 13,955 | $2.23M | 0.72% | +171+1.2% | Added |
| CFM Wealth Partners LLC | 13,982 | $2.24M | 0.59% | 00.0% | Unchanged |
| Welch Group, LLC | 14,061 | $2.25M | 0.13% | −114−0.8% | Reduced |
| Providence Wealth Advisors, LLC | 14,096 | $2.25M | 2.51% | +85+0.6% | Added |
| David Loasby | 13,984 | $2.25M | 0.25% | +253+1.8% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13,827 | $2.26M | 0.48% | 00.0% | Unchanged |
| Syon Capital LLC | 14,168 | $2.27M | 0.28% | +14,168 | New |
| Sargent Investment Group, LLC | 14,228 | $2.28M | 0.55% | −30.0% | Reduced |
| Ibex Wealth Advisors | 14,246 | $2.28M | 0.58% | +14,246 | New |
| Wintrust Investments LLC | 14,248 | $2.28M | 0.24% | +389+2.8% | Added |
| Belmont Capital, LLC | 14,255 | $2.28M | 1.23% | +14,255 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 14,264 | $2.28M | 0.49% | +30+0.2% | Added |
| First Foundation Advisors | 14,276 | $2.28M | 0.11% | +86+0.6% | Added |