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 |
|---|---|---|---|---|---|
| Hollow Brook Wealth Management LLC | 17,078 | $2.73M | 1.14% | +90+0.5% | Added |
| Octavia Wealth Advisors, LLC | 17,140 | $2.74M | 0.56% | +198+1.2% | Added |
| Peddock Capital Advisors, LLC | 17,150 | $2.74M | 0.91% | +77+0.5% | Added |
| Diligent Investors, LLC | 17,160 | $2.74M | 0.84% | −145−0.8% | Reduced |
| North Star Investment Management Corp. | 17,188 | $2.75M | 0.23% | −38−0.2% | Reduced |
| Roman Butler Fullerton & Co | 17,230 | $2.75M | 1.30% | +593+3.6% | Added |
| WealthShield Partners, LLC | 17,230 | $2.76M | 0.42% | +3,986+30.1% | Added |
| Cito Capital Group, LLC | 17,300 | $2.77M | 1.34% | +100+0.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,309 | $2.77M | 0.57% | −549−3.1% | Reduced |
| J. W. Coons Advisors, LLC | 17,431 | $2.79M | 0.80% | −500−2.8% | Reduced |
| Naples Global Advisors, LLC | 17,452 | $2.79M | 0.34% | +780+4.7% | Added |
| AIMZ Investment Advisors, LLC | 17,539 | $2.80M | 1.25% | −99−0.6% | Reduced |
| West Branch Capital LLC | 17,592 | $2.81M | 1.48% | +80.0% | Added |
| Summit Asset Management, LLC | 17,697 | $2.83M | 0.77% | +291+1.7% | Added |
| Northstar Group, Inc. | 17,726 | $2.84M | 0.67% | +207+1.2% | Added |
| AlphaQ Advisors LLC | 17,743 | $2.84M | 2.47% | −2,617−12.9% | Reduced |
| MV Capital Management, Inc. | 17,782 | $2.84M | 0.38% | +283+1.6% | Added |
| Virginia Wealth Management Group, Inc. | 17,790 | $2.85M | 1.92% | +71+0.4% | Added |
| Pensionfund Sabic | 17,800 | $2.85M | 1.00% | −1,000−5.3% | Reduced |
| Equitable Trust Co | 17,828 | $2.85M | 0.24% | +399+2.3% | Added |
| Brooks, Moore & Associates, Inc. | 17,836 | $2.85M | 2.15% | −664−3.6% | Reduced |
| Mattern Wealth Management LLC | 17,884 | $2.86M | 0.84% | −3,336−15.7% | Reduced |
| Connectus Wealth, LLC | 17,862 | $2.86M | 0.06% | +572+3.3% | Added |
| KG&L Capital Management,LLC | 17,928 | $2.87M | 1.38% | −592−3.2% | Reduced |
| Comgest Global Investors S.A.S. | 18,015 | $2.88M | 0.05% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 18,026 | $2.88M | 0.36% | −2,469−12.0% | Reduced |
| Delta Financial Advisors LLC | 18,041 | $2.89M | 1.30% | −96−0.5% | Reduced |
| Mendel Capital Management LLC | 18,088 | $2.89M | 2.38% | −115−0.6% | Reduced |
| Solidarilty Wealth, LLC | 18,113 | $2.90M | 1.05% | +2,336+14.8% | Added |
| IFP Advisors, Inc | 18,151 | $2.90M | 0.13% | −5,187−22.2% | Reduced |
| Capital Investment Advisory Services, LLC | 18,202 | $2.91M | 0.29% | −1,052−5.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,206 | $2.91M | 0.07% | 00.0% | Unchanged |
| Haverford Trust Co | 18,209 | $2.91M | 0.04% | −703−3.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 18,238 | $2.92M | 0.74% | +12,879+240.3% | Added |
| Robbins Farley LLC | 18,269 | $2.92M | 2.07% | +1,433+8.5% | Added |
| Reuter James Wealth Management, LLC | 18,284 | $2.92M | 2.19% | −10.0% | Reduced |
| Rocky Mountain Advisers, LLC | 18,328 | $2.93M | 1.43% | +20+0.1% | Added |
| Trivant Custom Portfolio Group, LLC | 18,406 | $2.94M | 2.16% | +566+3.2% | Added |
| Resources Management Corp | 18,414 | $2.94M | 0.48% | −227−1.2% | Reduced |
| Mather Group, LLC. | 18,457 | $2.95M | 0.05% | +751+4.2% | Added |
| GQG Partners LLC | 18,457 | $2.95M | 0.01% | −14,797−44.5% | Reduced |
| AlphaCore Capital LLC | 18,459 | $2.95M | 0.47% | +154+0.8% | Added |
| Thomasville National Bank | 18,459 | $2.95M | 0.29% | −126−0.7% | Reduced |
| Westmount Partners, LLC | 18,500 | $2.96M | 1.30% | +275+1.5% | Added |
| Waddell & Associates, LLC | 18,508 | $2.96M | 0.43% | +28+0.2% | Added |
| CWA Asset Management Group, LLC | 18,529 | $2.96M | 0.22% | −404−2.1% | Reduced |
| Girard Partners Ltd. | 18,531 | $2.96M | 0.33% | −1,389−7.0% | Reduced |
| Occidental Asset Management, LLC | 18,548 | $2.97M | 0.69% | −16−0.1% | Reduced |
| Pathway Financial Advisers, LLC | 18,556 | $2.97M | 1.23% | +18,556 | New |
| Qtron Investments LLC | 18,599 | $2.97M | 0.57% | +680+3.8% | Added |
| Mitchell Sinkler & Starr | 18,663 | $2.98M | 0.92% | +210+1.1% | Added |
| Wunderlich Capital Managemnt | 18,718 | $2.99M | 1.48% | +36+0.2% | Added |
| Johnson Financial Group, Inc. | 18,721 | $2.99M | 0.21% | +347+1.9% | Added |
| Financial Security Advisor, Inc. | 18,725 | $2.99M | 1.38% | +18,725 | New |
| Liberty One Investment Management, LLC | 18,731 | $3.00M | 0.43% | +721+4.0% | Added |
| Archford Capital Strategies, LLC | 18,746 | $3.00M | 0.60% | +705+3.9% | Added |
| Wolverine Trading, LLC | 18,747 | $3.00M | 0.03% | +18,747 | New |
| SPC Financial, Inc. | 18,747 | $3.00M | 0.34% | +15,866+550.7% | Added |
| Kinsale Capital Group, Inc. | 18,804 | $3.01M | 1.71% | +2,660+16.5% | Added |
| Shayne & Co., LLC | 18,823 | $3.01M | 1.00% | +15,749+512.3% | Added |
| Riverview Capital Advisers, LLC | 18,842 | $3.01M | 1.33% | −18,816−50.0% | Reduced |
| Bowen Hanes & Co Inc | 18,845 | $3.01M | 0.10% | 00.0% | Unchanged |
| Outfitter Financial LLC | 18,845 | $3.01M | 2.84% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 18,917 | $3.03M | 2.45% | −27,509−59.3% | Reduced |
| Madden Securities Corp | 18,939 | $3.03M | 1.71% | −2,993−13.6% | Reduced |
| Arlington Partners LLC | 18,953 | $3.03M | 1.24% | +2,816+17.5% | Added |
| Arlington Trust Co LLC | 18,953 | $3.03M | 1.24% | +18,953 | New |
| Geneos Wealth Management Inc. | 18,975 | $3.03M | 0.16% | +127+0.7% | Added |
| Convergence Investment Partners, LLC | 19,038 | $3.04M | 1.80% | +2,502+15.1% | Added |
| Pinkerton Retirement Specialists, LLC | 19,049 | $3.05M | 0.66% | +564+3.1% | Added |
| CIC Wealth, LLC | 19,052 | $3.05M | 1.09% | +448+2.4% | Added |
| Checchi Capital Advisers, LLC | 19,162 | $3.06M | 0.28% | +456+2.4% | Added |
| Kinloch Capital, LLC | 19,222 | $3.07M | 1.93% | −187−1.0% | Reduced |
| Summit Financial, LLC | 19,222 | $3.07M | 0.23% | +12,418+182.5% | Added |
| CAPROCK Group, Inc. | 19,229 | $3.08M | 0.23% | −991−4.9% | Reduced |
| Rehmann Capital Advisory Group | 19,252 | $3.08M | 0.29% | +24+0.1% | Added |
| Motley Fool Wealth Management, LLC | 19,433 | $3.08M | 0.18% | +4,292+28.3% | Added |
| Permanens Capital L.P. | 19,295 | $3.09M | 0.53% | +810+4.4% | Added |
| Cutler Group LP | 19,387 | $3.10M | 0.50% | +19,300+22,183.9% | Added |
| High Note Wealth, LLC | 19,397 | $3.10M | 1.28% | +430+2.3% | Added |
| We Are One Seven, LLC | 19,403 | $3.10M | 0.24% | +360+1.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 19,404 | $3.10M | 0.91% | +648+3.5% | Added |
| Bensler, LLC | 19,407 | $3.10M | 0.60% | +779+4.2% | Added |
| Bridges Investment Management Inc | 19,432 | $3.11M | 0.11% | −291−1.5% | Reduced |
| Neo Ivy Capital Management | 19,504 | $3.12M | 1.37% | −137−0.7% | Reduced |
| NEOS Investment Management LLC | 19,504 | $3.12M | 0.40% | +19,504 | New |
| Signature Estate & Investment Advisors LLC | 19,516 | $3.12M | 0.11% | +879+4.7% | Added |
| TrinityPoint Wealth, LLC | 19,526 | $3.12M | 0.62% | +474+2.5% | Added |
| Golden State Equity Partners | 19,580 | $3.13M | 0.87% | +2,139+12.3% | Added |
| Centerstone Investors, LLC | 19,580 | $3.13M | 3.20% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 19,583 | $3.13M | 0.19% | +1,484+8.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 19,600 | $3.13M | 1.65% | +933+5.0% | Added |
| Brighton Jones LLC | 19,600 | $3.13M | 0.16% | +171+0.9% | Added |
| Anchor Investment Management, LLC | 19,637 | $3.14M | 0.41% | +93+0.5% | Added |
| Perpetual Ltd | 19,662 | $3.14M | 0.03% | −1,488−7.0% | Reduced |
| Deane Retirement Strategies, Inc. | 19,697 | $3.15M | 1.76% | +51+0.3% | Added |
| Profund Advisors LLC | 19,784 | $3.16M | 0.17% | +2,972+17.7% | Added |
| Flagship Harbor Advisors, LLC | 19,794 | $3.17M | 0.26% | +1,544+8.5% | Added |
| Community Financial Services Group, LLC | 19,821 | $3.17M | 0.80% | +19,821 | New |
| Benedict Financial Advisors Inc | 19,826 | $3.17M | 0.92% | −214−1.1% | Reduced |