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 |
|---|---|---|---|---|---|
| Freedom Day Solutions, LLC | 14,282 | $2.28M | 1.00% | −277−1.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,336 | $2.29M | 0.25% | −600−4.0% | Reduced |
| Canandaigua National Bank & Trust Co | 14,391 | $2.30M | 0.37% | −213−1.5% | Reduced |
| BBR Partners, LLC | 14,401 | $2.30M | 0.26% | +14,401 | New |
| Cohen Lawrence B | 14,420 | $2.31M | 1.56% | −49−0.3% | Reduced |
| Smithfield Trust Co | 14,467 | $2.32M | 0.14% | −127−0.9% | Reduced |
| JCIC Asset Management Inc. | 14,545 | $2.33M | 1.18% | −515−3.4% | Reduced |
| Allen Capital Group, LLC | 14,578 | $2.33M | 0.43% | +68+0.5% | Added |
| Aspen Investment Management Inc | 14,595 | $2.33M | 1.41% | +688+4.9% | Added |
| Lester Murray Antman dba SimplyRich | 14,609 | $2.34M | 1.13% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 14,607 | $2.34M | 0.83% | +532+3.8% | Added |
| Smith, Salley & Associates | 14,614 | $2.34M | 0.17% | +11,069+312.2% | Added |
| Guardian Wealth Advisors, LLC | 14,667 | $2.35M | 0.40% | +5,023+52.1% | Added |
| SageView Advisory Group, LLC | 14,679 | $2.35M | 0.13% | −34−0.2% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.35M | 0.12% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 14,720 | $2.35M | 0.31% | −18,978−56.3% | Reduced |
| Garner Asset Management Corp | 14,764 | $2.36M | 1.42% | +81+0.6% | Added |
| Wedmont Private Capital | 15,153 | $2.36M | 0.24% | +1,981+15.0% | Added |
| Caliber Wealth Management, LLC | 14,766 | $2.36M | 1.59% | +936+6.8% | Added |
| Saxon Interests, Inc. | 14,766 | $2.36M | 1.59% | +8,000+118.2% | Added |
| Atlantic Union Bankshares Corp | 14,804 | $2.37M | 0.24% | −695−4.5% | Reduced |
| Lincoln Capital Corp | 14,808 | $2.37M | 1.28% | −748−4.8% | Reduced |
| Allred Capital Management, LLC | 14,827 | $2.37M | 1.18% | +444+3.1% | Added |
| William Blair Investment Management, LLC | 14,849 | $2.37M | 0.01% | +6,222+72.1% | Added |
| Essex Savings Bank | 14,855 | $2.38M | 0.80% | +231+1.6% | Added |
| Dakota Wealth Management | 14,855 | $2.38M | 0.10% | +1,173+8.6% | Added |
| Spirit of America Management Corp | 14,884 | $2.38M | 0.54% | +1,000+7.2% | Added |
| Pine Valley Investments Ltd Liability Co | 14,888 | $2.38M | 0.23% | +2,166+17.0% | Added |
| Boulder Hill Capital Management LP | 14,900 | $2.38M | 1.48% | +14,900 | New |
| Hudson Value Partners, LLC | 14,930 | $2.39M | 1.25% | −71−0.5% | Reduced |
| Telemus Capital, LLC | 14,940 | $2.39M | 0.22% | −1,310−8.1% | Reduced |
| C2C Wealth Management, LLC | 15,055 | $2.40M | 0.34% | −70.0% | Reduced |
| Proquility Private Wealth Partners, LLC | 15,029 | $2.40M | 0.99% | −137−0.9% | Reduced |
| Shepherd Financial Partners LLC | 15,040 | $2.41M | 0.38% | +1,226+8.9% | Added |
| CoreCap Advisors, LLC | 15,044 | $2.41M | 0.17% | +4,662+44.9% | Added |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.41M | 1.74% | 00.0% | Unchanged |
| Snider Financial Group | 15,163 | $2.43M | 1.17% | +219+1.5% | Added |
| LGT Fund Management Co Ltd. | 15,185 | $2.43M | 1.18% | −3,015−16.6% | Reduced |
| Phoenix Wealth Advisors | 15,250 | $2.44M | 1.43% | +285+1.9% | Added |
| Clarius Group, LLC | 15,257 | $2.44M | 0.23% | −3,467−18.5% | Reduced |
| Beech Hill Advisors, Inc. | 15,288 | $2.45M | 1.23% | −299−1.9% | Reduced |
| Agf Management Ltd | 15,316 | $2.45M | 0.02% | −18,610−54.9% | Reduced |
| Jump Financial, LLC | 15,356 | $2.46M | 0.09% | +15,356 | New |
| Cigna Investments Inc | 15,356 | $2.46M | 0.56% | −2,013−11.6% | Reduced |
| ICW Investment Advisors LLC | 15,389 | $2.46M | 1.32% | +433+2.9% | Added |
| First National Advisers, LLC | 15,401 | $2.46M | 1.10% | +6,226+67.9% | Added |
| Harbor Investment Advisory, LLC | 15,407 | $2.46M | 0.32% | −745−4.6% | Reduced |
| Steel Peak Wealth Management LLC | 15,599 | $2.49M | 0.16% | +9,379+150.8% | Added |
| Northstar Asset Management LLC | 15,617 | $2.50M | 0.72% | +75+0.5% | Added |
| Sumitomo Life Insurance Co | 15,640 | $2.50M | 0.07% | −205−1.3% | Reduced |
| Beacon Financial Group | 15,412 | $2.51M | 0.36% | −318−2.0% | Reduced |
| Finer Wealth Management, Inc. | 15,673 | $2.51M | 2.00% | +767+5.1% | Added |
| EverSource Wealth Advisors, LLC | 15,684 | $2.51M | 0.27% | −298−1.9% | Reduced |
| Roberts Glore & Co Inc | 15,691 | $2.51M | 0.83% | −105−0.7% | Reduced |
| Richelieu Gestion PLC | 15,712 | $2.51M | 2.33% | −75−0.5% | Reduced |
| Valmark Advisers, Inc. | 15,765 | $2.52M | 0.05% | +74+0.5% | Added |
| Duff & Phelps Investment Management Co | 15,776 | $2.52M | 0.03% | +320+2.1% | Added |
| Sterling Investment Advisors, Ltd. | 15,871 | $2.54M | 0.89% | −397−2.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 15,908 | $2.54M | 0.76% | −14,112−47.0% | Reduced |
| D.B. Root & Company, LLC | 15,935 | $2.55M | 0.99% | +689+4.5% | Added |
| Dumont & Blake Investment Advisors LLC | 15,945 | $2.55M | 0.86% | +49+0.3% | Added |
| Duncker Streett & Co Inc | 15,963 | $2.55M | 0.59% | 00.0% | Unchanged |
| Symmetry Investments LP | 15,965 | $2.55M | 0.74% | +12,722+392.3% | Added |
| SeaCrest Wealth Management, LLC | 15,965 | $2.55M | 0.33% | +4,519+39.5% | Added |
| Ledyard National Bank | 15,970 | $2.55M | 0.29% | +215+1.4% | Added |
| New Hampshire Trust | 15,991 | $2.56M | 0.69% | +42+0.3% | Added |
| Compagnie Lombard Odier SCmA | 16,002 | $2.56M | 0.06% | +14,430+917.9% | Added |
| Private Trust Co NA | 16,032 | $2.56M | 0.34% | +1,007+6.7% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,037 | $2.56M | 1.33% | 00.0% | Unchanged |
| Security National Bank of So Dak | 16,055 | $2.57M | 1.89% | −115−0.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 16,073 | $2.57M | 0.36% | −1,225−7.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,183 | $2.58M | 0.44% | −1,379,128−99.6% | Reduced |
| Plancorp, LLC | 16,102 | $2.58M | 0.14% | +3,600+28.8% | Added |
| Amussen Hunsaker Associates LLC | 15,893 | $2.58M | 0.59% | −101−0.6% | Reduced |
| Miller Investment Management, LP | 16,150 | $2.58M | 0.41% | −760−4.5% | Reduced |
| Parkside Financial Bank & Trust | 16,175 | $2.59M | 0.60% | +299+1.9% | Added |
| AllGen Financial Advisors, Inc. | 16,177 | $2.59M | 1.84% | −336−2.0% | Reduced |
| SeaBridge Investment Advisors LLC | 16,216 | $2.59M | 0.85% | +11,970+281.9% | Added |
| Fairfield, Bush & Co. | 16,216 | $2.59M | 1.69% | −1,212−7.0% | Reduced |
| Bryn Mawr Trust Co | 16,298 | $2.61M | 0.11% | −870−5.1% | Reduced |
| Marshall Financial Group LLC | 16,323 | $2.61M | 0.94% | −307−1.8% | Reduced |
| Centre Asset Management, LLC | 16,370 | $2.62M | 0.64% | −578−3.4% | Reduced |
| Hemenway Trust Co LLC | 16,427 | $2.63M | 0.28% | −1,115−6.4% | Reduced |
| Old Second National Bank of Aurora | 16,434 | $2.63M | 0.80% | −545−3.2% | Reduced |
| Commerzbank Aktiengesellschaft | 16,531 | $2.64M | 0.13% | +77+0.5% | Added |
| RSM US Wealth Management LLC | 16,542 | $2.65M | 0.09% | −410−2.4% | Reduced |
| MSH Capital Advisors LLC | 16,602 | $2.66M | 1.04% | −389−2.3% | Reduced |
| Harvey Capital Management Inc | 16,650 | $2.66M | 0.94% | 00.0% | Unchanged |
| Advocate Group LLC | 16,665 | $2.67M | 0.62% | −734−4.2% | Reduced |
| Insigneo Advisory Services, LLC | 16,675 | $2.67M | 0.54% | +1,038+6.6% | Added |
| Dividend Assets Capital, LLC | 16,686 | $2.67M | 0.55% | −2,495−13.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,776 | $2.68M | 0.23% | −383−2.2% | Reduced |
| Schechter Investment Advisors, LLC | 16,798 | $2.69M | 0.26% | +561+3.5% | Added |
| Dearborn Partners LLC | 16,807 | $2.69M | 0.11% | +393+2.4% | Added |
| Ropes Wealth Advisors LLC | 16,867 | $2.70M | 0.52% | +463+2.8% | Added |
| Money Concepts Capital Corp | 16,867 | $2.70M | 0.28% | +7,080+72.3% | Added |
| Telos Capital Management, Inc. | 16,892 | $2.70M | 0.38% | −696−4.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,920 | $2.71M | 1.74% | +121+0.7% | Added |
| Summit Place Financial Advisors, LLC | 16,982 | $2.72M | 1.93% | −1,099−6.1% | Reduced |
| Eads & Heald Wealth Management | 17,026 | $2.72M | 1.43% | −337−1.9% | Reduced |