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 |
|---|---|---|---|---|---|
| Alpha DNA Investment Management LLC | 19,877 | $3.18M | 2.04% | +4,951+33.2% | Added |
| Foyston, Gordon, & Payne Inc | 19,950 | $3.19M | 0.87% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 19,988 | $3.20M | 1.44% | +29+0.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 20,000 | $3.20M | 0.92% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 20,006 | $3.20M | 1.64% | +818+4.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.22M | 2.10% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 20,135 | $3.22M | 1.31% | −285−1.4% | Reduced |
| Silphium Asset Management Ltd | 20,200 | $3.23M | 1.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 20,244 | $3.24M | 0.07% | +521+2.6% | Added |
| Kampmann Melissa S. | 20,275 | $3.24M | 3.13% | +20,275 | New |
| Peninsula Asset Management Inc | 20,285 | $3.24M | 2.05% | −285−1.4% | Reduced |
| 180 Wealth Advisors, LLC | 20,327 | $3.25M | 0.73% | +881+4.5% | Added |
| Garrett Investment Advisors LLC | 20,335 | $3.25M | 0.44% | +256+1.3% | Added |
| Meridian Investment Counsel Inc. | 20,386 | $3.26M | 1.22% | +14+0.1% | Added |
| CFO4Life Group, LLC | 20,393 | $3.26M | 0.75% | −77−0.4% | Reduced |
| Meritage Portfolio Management | 20,400 | $3.26M | 0.24% | −225−1.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 20,412 | $3.26M | 0.52% | +2,151+11.8% | Added |
| Quadrant Capital Group LLC | 20,423 | $3.27M | 0.33% | +1,659+8.8% | Added |
| Rossmore Private Capital | 20,439 | $3.27M | 0.50% | +123+0.6% | Added |
| Mizuho Markets Americas LLC | 20,441 | $3.27M | 0.12% | +20,441 | New |
| Pacifica Partners Inc. | 20,570 | $3.27M | 1.78% | +646+3.2% | Added |
| AMG National Trust Bank | 20,523 | $3.28M | 0.11% | −535−2.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 20,537 | $3.28M | 0.28% | 00.0% | Unchanged |
| Citizens Business Bank | 20,574 | $3.29M | 0.77% | +2,349+12.9% | Added |
| Pensionmark Financial Group, LLC | 20,631 | $3.30M | 0.65% | +25+0.1% | Added |
| GYL Financial Synergies, LLC | 20,645 | $3.30M | 0.32% | +133+0.6% | Added |
| Palisade Asset Management, LLC | 20,711 | $3.31M | 0.40% | −475−2.2% | Reduced |
| Aries Wealth Management | 20,725 | $3.34M | 1.31% | +560+2.8% | Added |
| Global Retirement Partners, LLC | 20,782 | $3.35M | 0.17% | +70.0% | Added |
| FourThought Financial Partners, LLC | 20,973 | $3.35M | 0.47% | −208−1.0% | Reduced |
| Fred Alger Management, LLC | 20,993 | $3.36M | 0.02% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 21,063 | $3.37M | 0.04% | −68−0.3% | Reduced |
| Kensington Investment Counsel, LLC | 21,075 | $3.37M | 2.09% | +881+4.4% | Added |
| Bridge Creek Capital Management LLC | 21,095 | $3.37M | 1.28% | −235−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 21,178 | $3.39M | 0.67% | −672−3.1% | Reduced |
| Lakeview Capital Partners, LLC | 21,196 | $3.39M | 0.66% | −742−3.4% | Reduced |
| Lincluden Management Ltd | 21,209 | $3.39M | 0.41% | −94−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,312 | $3.41M | 0.34% | −115−0.5% | Reduced |
| Guardian Investment Management | 21,315 | $3.41M | 3.12% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 21,337 | $3.41M | 0.04% | −51,541−70.7% | Reduced |
| Smith, Moore & Co. | 21,350 | $3.41M | 0.45% | −1,705−7.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 21,418 | $3.43M | 0.71% | +21,418 | New |
| Harel Insurance Investments & Financial Services Ltd. | 21,508 | $3.45M | 0.07% | +15,562+261.7% | Added |
| Gilder Gagnon Howe & Co LLC | 21,602 | $3.45M | 0.05% | +21,602 | New |
| Cozad Asset Management Inc | 21,629 | $3.46M | 0.45% | −1,033−4.6% | Reduced |
| Tiedemann Advisors, LLC | 21,631 | $3.46M | 0.15% | +2,674+14.1% | Added |
| Stokes Family Office, LLC | 21,723 | $3.47M | 0.41% | +402+1.9% | Added |
| Colonial Trust Co | 21,747 | $3.48M | 0.86% | +208+1.0% | Added |
| Citizens National Bank Trust Department | 21,759 | $3.48M | 0.96% | +14+0.1% | Added |
| Pekin Hardy Strauss, Inc. | 21,801 | $3.49M | 0.55% | −1,505−6.5% | Reduced |
| Hengehold Capital Management LLC | 21,824 | $3.49M | 0.46% | −38−0.2% | Reduced |
| 1st Source Bank | 21,835 | $3.49M | 0.24% | +310+1.4% | Added |
| Gifford Fong Associates | 21,850 | $3.49M | 0.84% | 00.0% | Unchanged |
| Westpac Banking Corp | 21,913 | $3.50M | 0.26% | +210+1.0% | Added |
| First Hawaiian Bank | 21,997 | $3.52M | 0.12% | −611−2.7% | Reduced |
| Ostrum Asset Management | 22,028 | $3.52M | 0.33% | −23,944−52.1% | Reduced |
| Stokes Capital Advisors, LLC | 22,040 | $3.52M | 1.23% | +22,040 | New |
| Cumberland Partners Ltd | 22,110 | $3.54M | 0.34% | −10,957−33.1% | Reduced |
| Appleton Partners Inc | 22,117 | $3.54M | 0.31% | −286−1.3% | Reduced |
| Monument Capital Management | 22,120 | $3.54M | 1.19% | −212−0.9% | Reduced |
| Financial Advisory Service, Inc. | 22,169 | $3.55M | 0.38% | +581+2.7% | Added |
| Wealthspire Advisors, LLC | 22,211 | $3.55M | 0.06% | +1,609+7.8% | Added |
| Colony Group LLC | 22,267 | $3.56M | 0.05% | +596+2.8% | Added |
| Loomis Sayles & Co L P | 22,691 | $3.63M | 0.01% | −314−1.4% | Reduced |
| Hutner Capital Management Inc | 22,856 | $3.66M | 2.24% | −231−1.0% | Reduced |
| Western Wealth Management, LLC | 22,886 | $3.66M | 0.31% | +1,695+8.0% | Added |
| Ingalls & Snyder LLC | 22,900 | $3.66M | 0.18% | +540+2.4% | Added |
| Hyman Charles D | 22,922 | $3.67M | 0.24% | −95−0.4% | Reduced |
| International Assets Investment Management, LLC | 22,695 | $3.67M | 0.50% | +974+4.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 23,114 | $3.70M | 1.04% | −315−1.3% | Reduced |
| Woodmont Investment Counsel LLC | 23,133 | $3.70M | 0.39% | −1,132−4.7% | Reduced |
| Wambolt & Associates, LLC | 23,185 | $3.71M | 1.35% | +4,952+27.2% | Added |
| Capital Advisors Inc | 23,264 | $3.72M | 0.10% | +518+2.3% | Added |
| NWF Advisory Services Inc. | 23,297 | $3.73M | 0.88% | +20+0.1% | Added |
| Wealthcare Advisory Partners LLC | 23,327 | $3.73M | 0.17% | −275−1.2% | Reduced |
| Capstone Triton Financial Group, LLC | 23,390 | $3.74M | 2.73% | +568+2.5% | Added |
| Blue Fin Capital, Inc. | 23,391 | $3.74M | 1.09% | −221−0.9% | Reduced |
| NewEdge Wealth, LLC | 23,436 | $3.75M | 0.12% | +20,636+737.0% | Added |
| Family Legacy, Inc. | 23,610 | $3.78M | 1.58% | +251+1.1% | Added |
| Claret Asset Management Corp | 23,657 | $3.78M | 0.74% | +29+0.1% | Added |
| Moloney Securities Asset Management, LLC | 23,766 | $3.80M | 0.68% | −992−4.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 23,815 | $3.81M | 2.00% | +14,117+145.6% | Added |
| Hudson Capital Management LLC | 23,860 | $3.82M | 1.52% | +586+2.5% | Added |
| Mitchell Capital Management Co | 23,935 | $3.83M | 0.91% | +210+0.9% | Added |
| Diversified Investment Strategies, LLC | 23,955 | $3.83M | 2.91% | −1,125−4.5% | Reduced |
| All Terrain Financial Advisors, LLC | 23,969 | $3.83M | 1.94% | +49+0.2% | Added |
| Nvest Financial, LLC | 24,005 | $3.84M | 3.59% | +216+0.9% | Added |
| Vectors Research Management, LLC | 25,869 | $3.84M | 1.25% | +6,937+36.6% | Added |
| Capital Asset Advisory Services LLC | 24,292 | $3.84M | 0.26% | +2,409+11.0% | Added |
| Keene & Associates, Inc. | 24,116 | $3.86M | 3.10% | −255−1.0% | Reduced |
| Equitable Holdings, Inc. | 24,160 | $3.86M | 0.06% | +1,219+5.3% | Added |
| Northwest Investment Counselors, LLC | 24,181 | $3.87M | 1.08% | +143+0.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,199 | $3.87M | 2.53% | −402−1.6% | Reduced |
| Ameliora Wealth Management Ltd. | 24,228 | $3.87M | 2.30% | −118−0.5% | Reduced |
| Arrow Financial Corp | 24,317 | $3.89M | 0.46% | −2,077−7.9% | Reduced |
| Regal Investment Advisors LLC | 24,364 | $3.90M | 0.34% | +1,008+4.3% | Added |
| Means Investment Co., Inc. | 24,388 | $3.90M | 0.64% | −243−1.0% | Reduced |
| Birinyi Associates Inc | 24,400 | $3.90M | 1.56% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 24,450 | $3.91M | 0.05% | +21,850+840.4% | Added |
| Koshinski Asset Management, Inc. | 24,468 | $3.91M | 0.45% | −1,364−5.3% | Reduced |