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 |
|---|---|---|---|---|---|
| Quintet Private Bank (Europe) S.A. | 24,537 | $3.92M | 0.26% | −1,084−4.2% | Reduced |
| Nations Financial Group Inc, | 24,665 | $3.94M | 0.40% | +874+3.7% | Added |
| Gamco Investors, Inc. Et Al | 24,677 | $3.95M | 0.05% | +222+0.9% | Added |
| Stratos Wealth Advisors, LLC | 24,728 | $3.95M | 0.26% | +2,205+9.8% | Added |
| BFSG, LLC | 24,904 | $3.98M | 0.65% | +1,185+5.0% | Added |
| SevenBridge Financial Group, LLC | 24,955 | $3.99M | 1.03% | +444+1.8% | Added |
| Xcel Wealth Management, LLC | 24,971 | $3.99M | 1.58% | −4,125−14.2% | Reduced |
| Paradigm Financial Partners, LLC | 25,119 | $4.00M | 1.10% | +212+0.9% | Added |
| Tudor Investment Corp Et Al | 25,052 | $4.01M | 0.06% | −41,629−62.4% | Reduced |
| Comerica Securities,inc. | 25,065 | $4.01M | 0.33% | −2,816−10.1% | Reduced |
| Nomura Holdings Inc | 25,066 | $4.01M | 0.04% | +5,886+30.7% | Added |
| Somerset Trust Co | 25,091 | $4.01M | 1.83% | +90+0.4% | Added |
| Vise Technologies, Inc. | 25,124 | $4.02M | 0.99% | +3,475+16.1% | Added |
| Radnor Capital Management, LLC | 25,150 | $4.02M | 0.80% | +25,150 | New |
| Leelyn Smith, LLC | 25,188 | $4.03M | 0.98% | −301−1.2% | Reduced |
| Sentry LLC | 25,282 | $4.04M | 0.85% | +901+3.7% | Added |
| Financial Advisory Partners, LLC | 25,316 | $4.05M | 1.63% | −657−2.5% | Reduced |
| Waldron Private Wealth LLC | 25,341 | $4.05M | 0.21% | −455−1.8% | Reduced |
| LaFleur & Godfrey LLC | 25,344 | $4.05M | 0.65% | −575−2.2% | Reduced |
| HBK Sorce Advisory LLC | 25,625 | $4.10M | 0.18% | −496−1.9% | Reduced |
| SlateStone Wealth, LLC | 25,627 | $4.10M | 0.60% | +1,646+6.9% | Added |
| Redwood Investments, LLC | 25,671 | $4.11M | 0.56% | +25,671 | New |
| Berkshire Bank | 25,929 | $4.15M | 1.19% | −522−2.0% | Reduced |
| Hall Capital Management Co Inc | 26,041 | $4.16M | 2.67% | −1,618−5.8% | Reduced |
| CX Institutional | 26,142 | $4.18M | 0.23% | +113+0.4% | Added |
| Keel Point, LLC | 26,162 | $4.18M | 0.57% | +439+1.7% | Added |
| Northcape Wealth Management, LLC | 26,169 | $4.19M | 1.60% | −193−0.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 26,227 | $4.19M | 1.23% | −3,396−11.5% | Reduced |
| Evercore Wealth Management, LLC | 26,302 | $4.21M | 0.08% | −110−0.4% | Reduced |
| Herold Advisors, Inc. | 26,385 | $4.22M | 1.28% | +111+0.4% | Added |
| Hodges Capital Management Inc. | 26,543 | $4.25M | 0.51% | +10,317+63.6% | Added |
| Slow Capital, Inc. | 26,563 | $4.25M | 0.78% | +1,482+5.9% | Added |
| Quest Investment Management LLC | 26,580 | $4.25M | 0.60% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 26,580 | $4.25M | 1.00% | −1,580−5.6% | Reduced |
| Dynamic Advisor Solutions LLC | 26,589 | $4.25M | 0.20% | +3,044+12.9% | Added |
| Lincoln National Corp | 26,673 | $4.27M | 0.09% | +2,275+9.3% | Added |
| Silvant Capital Management LLC | 26,677 | $4.27M | 0.26% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 26,681 | $4.27M | 1.72% | −633−2.3% | Reduced |
| Kavar Capital Partners Group, LLC | 26,751 | $4.28M | 0.93% | −919−3.3% | Reduced |
| Ar Asset Management Inc | 26,800 | $4.29M | 1.20% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 26,994 | $4.32M | 0.17% | −157−0.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $4.33M | 3.31% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 27,221 | $4.35M | 0.27% | −612−2.2% | Reduced |
| Gladstone Institutional Advisory LLC | 27,471 | $4.39M | 0.28% | +929+3.5% | Added |
| Institutional & Family Asset Management, LLC | 27,536 | $4.40M | 0.72% | +70+0.3% | Added |
| Inscription Capital, LLC | 27,551 | $4.41M | 1.44% | −208−0.7% | Reduced |
| RFG Advisory, LLC | 27,571 | $4.41M | 0.20% | +1,736+6.7% | Added |
| Capital City Trust Co | 27,600 | $4.41M | 1.46% | +111+0.4% | Added |
| NovaPoint Capital, LLC | 27,763 | $4.44M | 1.76% | +475+1.7% | Added |
| Windward Capital Management Co | 27,856 | $4.46M | 0.44% | −73−0.3% | Reduced |
| Richard Bernstein Advisors LLC | 27,856 | $4.46M | 0.10% | −16,656−37.4% | Reduced |
| Benjamin Edwards Inc | 27,866 | $4.46M | 1.06% | +4,559+19.6% | Added |
| SignalPoint Asset Management, LLC | 27,911 | $4.46M | 1.42% | −118−0.4% | Reduced |
| Wade G W & Inc | 27,946 | $4.47M | 0.17% | +1,490+5.6% | Added |
| Legacy Wealth Management, LLC | 27,999 | $4.48M | 2.33% | −180−0.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 28,052 | $4.49M | 0.38% | +9,177+48.6% | Added |
| Glen Eagle Advisors, LLC | 28,134 | $4.50M | 1.04% | +436+1.6% | Added |
| Rothschild Investment Corp | 28,165 | $4.50M | 0.38% | +116+0.4% | Added |
| Capital Analysts, LLC | 28,279 | $4.52M | 0.25% | −232−0.8% | Reduced |
| Hourglass Capital, LLC | 28,300 | $4.53M | 1.60% | −8,650−23.4% | Reduced |
| Keeler Thomas Management LLC | 28,316 | $4.53M | 1.68% | −2,316−7.6% | Reduced |
| Mechanics Bank Trust Department | 28,380 | $4.54M | 0.76% | +180+0.6% | Added |
| Independent Financial Group, LLC | 28,582 | $4.57M | 0.30% | +2,610+10.0% | Added |
| Estabrook Capital Management | 28,633 | $4.58M | 0.81% | +100.0% | Added |
| Bank of Hawaii | 28,639 | $4.58M | 0.26% | +656+2.3% | Added |
| Two Sigma Advisers, LP | 28,700 | $4.59M | 0.01% | −1,496,100−98.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 28,710 | $4.59M | 1.01% | −490−1.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 28,733 | $4.59M | 4.04% | +28,733 | New |
| Walter & Keenan Financial Consulting Co | 28,983 | $4.64M | 1.81% | −50−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,013 | $4.64M | 0.05% | −290−1.0% | Reduced |
| Spring Capital Management, LLC | 29,026 | $4.64M | 3.90% | −155−0.5% | Reduced |
| Courier Capital LLC | 29,083 | $4.65M | 0.39% | +5,623+24.0% | Added |
| Journey Advisory Group, LLC | 29,113 | $4.66M | 0.70% | +768+2.7% | Added |
| Patton Albertson Miller Group, LLC | 29,116 | $4.66M | 0.91% | +296+1.0% | Added |
| Annandale Capital, LLC | 29,126 | $4.66M | 1.39% | +10.0% | Added |
| J.W. Cole Advisors, Inc. | 29,228 | $4.67M | 0.34% | +3,867+15.2% | Added |
| Legato Capital Management LLC | 29,233 | $4.68M | 0.68% | 00.0% | Unchanged |
| New England Asset Management Inc | 29,375 | $4.70M | 0.77% | −800−2.7% | Reduced |
| Strategy Asset Managers LLC | 29,395 | $4.70M | 1.23% | −6,175−17.4% | Reduced |
| William Allan, LLC | 29,411 | $4.70M | 3.72% | −696−2.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 29,489 | $4.72M | 0.59% | +2,864+10.8% | Added |
| Buckhead Capital Management LLC | 29,509 | $4.72M | 1.96% | −38,399−56.5% | Reduced |
| Merit Financial Group, LLC | 29,555 | $4.73M | 0.16% | +625+2.2% | Added |
| Washington Trust Advisors, Inc. | 29,561 | $4.73M | 0.49% | −500−1.7% | Reduced |
| Spinnaker Trust | 29,581 | $4.73M | 0.36% | −2,729−8.4% | Reduced |
| Graypoint LLC | 29,600 | $4.73M | 0.44% | +312+1.1% | Added |
| Amarillo National Bank | 29,606 | $4.73M | 0.99% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29,614 | $4.74M | 0.29% | −36−0.1% | Reduced |
| Millennium Capital Advisors, LLC | 29,642 | $4.74M | 4.05% | −90.0% | Reduced |
| Exeter Financial, LLC | 29,592 | $4.74M | 2.50% | −240−0.8% | Reduced |
| Constitution Capital LLC | 29,829 | $4.77M | 3.25% | −7,025−19.1% | Reduced |
| Power Corp of Canada | 29,866 | $4.78M | 0.30% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 29,878 | $4.78M | 1.70% | +50+0.2% | Added |
| Summit Financial Strategies, Inc. | 29,989 | $4.80M | 0.91% | −310−1.0% | Reduced |
| Chickasaw Capital Management LLC | 30,027 | $4.80M | 0.26% | −20−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 30,105 | $4.81M | 0.11% | +1,490+5.2% | Added |
| Fulton Bank, N.A. | 30,128 | $4.82M | 0.24% | −2,856−8.7% | Reduced |
| Foundations Investment Advisors, LLC | 30,201 | $4.83M | 0.15% | +17,866+144.8% | Added |
| Ballentine Partners, LLC | 30,207 | $4.83M | 0.11% | +58+0.2% | Added |
| RBA Wealth Management, LLC | 30,293 | $4.84M | 2.33% | +200+0.7% | Added |