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; 4,425 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
- 2,931
- +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
- 1,319 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| KB Financial Partners, LLC | 500 | $80.0K | 0.02% | −1−0.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 506 | $80.9K | 0.03% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 535 | $85.6K | 0.05% | 00.0% | Unchanged |
| Steward Financial Group LLC | 543 | $86.0K | 0.03% | +11+2.1% | Added |
| Luken Investment Analytics, LLC | 546 | $87.3K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 550 | $88.0K | 0.02% | −1,996−78.4% | Reduced |
| Silicon Valley Capital Partners | 551 | $88.1K | 0.02% | +1+0.2% | Added |
| Tradewinds Capital Management, LLC | 559 | $89.4K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 560 | $89.6K | 0.04% | +259+86.0% | Added |
| Cedar Mountain Advisors, LLC | 564 | $90.2K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 573 | $91.7K | 0.02% | +23+4.2% | Added |
| Islay Capital Management, LLC | 600 | $96.0K | 0.08% | −50−7.7% | Reduced |
| Private Ocean, LLC | 606 | $96.9K | 0.01% | −561−48.1% | Reduced |
| Clear Investment Research, LLC | 614 | $98.3K | 0.17% | +43+7.5% | Added |
| Tucker Asset Management LLC | 617 | $98.7K | 0.03% | −91−12.9% | Reduced |
| Abound Wealth Management | 635 | $101.6K | 0.04% | +38+6.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 640 | $102.4K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 644 | $103.0K | 0.07% | +414+180.0% | Added |
| C M Bidwell & Associates Ltd | 654 | $104.6K | 0.08% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 657 | $105.0K | 0.00% | +182+38.3% | Added |
| Mizuho Securities Co. Ltd. | 660 | $105.6K | 0.49% | +630+2,100.0% | Added |
| CGC Financial Services, LLC | 666 | $106.5K | 0.07% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 672 | $107.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 687 | $109.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 700 | $112.0K | 0.08% | −2,122−75.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 700 | $112.0K | 0.08% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 675 | $112.2K | 0.07% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 708 | $113.2K | 0.06% | +31+4.6% | Added |
| WFA Asset Management Corp | 709 | $113.4K | 0.07% | +6+0.9% | Added |
| Coppell Advisory Solutions LLC | 801 | $113.6K | 0.04% | −5,584−87.5% | Reduced |
| Briaud Financial Planning, Inc | 727 | $116.0K | 0.09% | +727 | New |
| Fairfield Financial Advisors, LTD | 730 | $116.8K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 746 | $119.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 750 | $119.9K | 0.08% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 768 | $122.8K | 0.09% | +592+336.4% | Added |
| Cranbrook Wealth Management, LLC | 792 | $126.6K | 0.04% | +1+0.1% | Added |
| Garde Capital, Inc. | 794 | $127.0K | 0.01% | −3,980−83.4% | Reduced |
| Creative Financial Designs Inc | 800 | $128.0K | 0.01% | −8−1.0% | Reduced |
| Cornerstone Planning Group LLC | 813 | $130.0K | 0.05% | +160+24.5% | Added |
| Aspire Private Capital, LLC | 828 | $132.4K | 0.04% | −69−7.7% | Reduced |
| Bourgeon Capital Management LLC | 838 | $134.0K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 839 | $134.2K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 841 | $134.5K | 0.09% | 00.0% | Unchanged |
| Covestor Ltd | 844 | $135.0K | 0.10% | −59−6.5% | Reduced |
| Rogco, LP | 848 | $135.6K | 0.07% | +848 | New |
| Macroview Investment Management LLC | 858 | $137.2K | 0.18% | +805+1,518.9% | Added |
| Miller Wealth Advisors, LLC | 912 | $145.9K | 0.10% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 920 | $147.1K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 926 | $148.1K | 0.08% | +926 | New |
| Dakota Community Bank & Trust NA | 935 | $149.5K | 0.95% | 00.0% | Unchanged |
| Avion Wealth | 946 | $150.0K | 0.04% | +32+3.5% | Added |
| Founders Capital Management | 955 | $152.7K | 0.12% | −10,696−91.8% | Reduced |
| Blume Capital Management, Inc. | 958 | $153.2K | 0.05% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 961 | $153.6K | 0.05% | +6+0.6% | Added |
| Albion Financial Group | 973 | $155.6K | 0.01% | +448+85.3% | Added |
| Perritt Capital Management Inc | 1,000 | $159.9K | 0.09% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,078 | $172.5K | 0.14% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,081 | $172.9K | 0.07% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,083 | $173.2K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1,150 | $184.0K | 0.13% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,148 | $184.0K | 0.11% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,166 | $186.5K | 0.14% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,182 | $189.0K | 0.03% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,215 | $194.3K | 0.19% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,230 | $196.7K | 0.03% | −442−26.4% | Reduced |
| Column Capital Advisors, LLC | 1,235 | $197.5K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,251 | $200.1K | 0.04% | +1,251 | New |
| Rockingstone Advisors LLC | 1,252 | $200.3K | 0.11% | +1,252 | New |
| Moss Adams Wealth Advisors LLC | 1,253 | $200.4K | 0.07% | −49−3.8% | Reduced |
| Pointe Capital Management LLC | 1,254 | $200.6K | 0.16% | +1,254 | New |
| Goldstone Financial Group, LLC | 1,254 | $200.6K | 0.06% | +1,254 | New |
| Gitterman Wealth Management, LLC | 1,255 | $200.7K | 0.10% | +1,255 | New |
| Chesley Taft & Associates LLC | 1,256 | $200.9K | 0.01% | +1,256 | New |
| Trust Investment Advisors | 1,257 | $201.0K | 0.17% | +1,257 | New |
| Juncture Wealth Strategies, LLC | 1,257 | $201.0K | 0.10% | +1,257 | New |
| MGO Private Wealth, LLC | 1,257 | $201.1K | 0.15% | +1,257 | New |
| Capital Performance Advisors LLP | 1,258 | $201.2K | 0.10% | +1,258 | New |
| Peninsula Wealth, LLC | 1,252 | $201.5K | 0.05% | +1,252 | New |
| Alaethes Wealth LLC | 1,276 | $204.1K | 0.11% | +2+0.2% | Added |
| Searcy Financial Services Inc | 1,277 | $204.3K | 0.12% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,278 | $204.4K | 0.13% | −174−12.0% | Reduced |
| Values Added Financial LLC | 1,278 | $204.5K | 0.19% | +1,278 | New |
| Acorn Wealth Advisors, LLC | 1,281 | $204.9K | 0.14% | −12−0.9% | Reduced |
| Capital Wealth Alliance, LLC | 1,292 | $206.6K | 0.16% | −83−6.0% | Reduced |
| Thrive Capital Management, LLC | 1,295 | $207.1K | 0.11% | +1,295 | New |
| Buckingham Capital Management, Inc. | 1,298 | $207.5K | 0.03% | +4+0.3% | Added |
| Capital Market Strategies LLC | 1,305 | $207.6K | 0.21% | +6+0.5% | Added |
| Full Sail Capital, LLC | 1,300 | $207.9K | 0.02% | −776−37.4% | Reduced |
| Acima Private Wealth, LLC | 1,300 | $207.9K | 0.09% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 1,301 | $208.0K | 0.04% | +2+0.2% | Added |
| Marietta Investment Partners LLC | 1,305 | $208.7K | 0.06% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,305 | $208.7K | 0.05% | +1,305 | New |
| Trellis Advisors, LLC | 1,307 | $209.0K | 0.10% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,307 | $209.0K | 0.09% | +1,307 | New |
| Soltis Investment Advisors LLC | 1,308 | $209.2K | 0.03% | +1,308 | New |
| Family Firm, Inc. | 1,313 | $210.0K | 0.06% | +2+0.2% | Added |
| Blueshift Asset Management, LLC | 1,315 | $210.3K | 0.12% | +1,315 | New |
| Options Solutions, LLC | 1,317 | $210.6K | 0.24% | −139−9.5% | Reduced |
| Towercrest Capital Management | 1,319 | $210.9K | 0.04% | +2+0.2% | Added |
| Atlantic Trust, LLC | 1,319 | $210.9K | 0.07% | +2+0.2% | Added |