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 |
|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | 30,337 | $4.85M | 0.36% | +30,337 | New |
| Community Bank & Trust, Waco, Texas | 37,498 | $4.86M | 1.73% | +136+0.4% | Added |
| Empowered Funds, LLC | 30,486 | $4.88M | 0.14% | −31−0.1% | Reduced |
| Wendell David Associates Inc | 30,501 | $4.88M | 0.57% | +345+1.1% | Added |
| Hamilton Point Investment Advisors, LLC | 30,585 | $4.89M | 1.21% | −878−2.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 30,675 | $4.91M | 3.26% | −128−0.4% | Reduced |
| World Equity Group, Inc. | 30,726 | $4.91M | 1.03% | +16,539+116.6% | Added |
| Wedbush Securities Inc | 30,743 | $4.92M | 0.24% | +832+2.8% | Added |
| Jacobs & Co | 30,788 | $4.92M | 0.61% | −654−2.1% | Reduced |
| Silvercrest Asset Management Group LLC | 30,786 | $4.92M | 0.04% | +2,885+10.3% | Added |
| Freestone Capital Holdings, LLC | 30,951 | $4.95M | 0.26% | +3,593+13.1% | Added |
| Arete Wealth Advisors, LLC | 30,995 | $4.96M | 0.86% | −5,399−14.8% | Reduced |
| First Citizens Bank & Trust Co | 31,118 | $4.98M | 0.10% | −4,522−12.7% | Reduced |
| SG Americas Securities, LLC | 31,172 | $4.99M | 0.07% | −40,863−56.7% | Reduced |
| TCG Advisory Services, LLC | 31,173 | $4.99M | 0.77% | +3,958+14.5% | Added |
| Texas Yale Capital Corp. | 31,190 | $4.99M | 0.22% | −177−0.6% | Reduced |
| Horrell Capital Management, Inc. | 31,290 | $5.00M | 1.66% | −388−1.2% | Reduced |
| Proficio Capital Partners LLC | 31,382 | $5.02M | 0.67% | +187+0.6% | Added |
| NBT Bank N A | 31,517 | $5.04M | 0.48% | +3,368+12.0% | Added |
| Madison Wealth Management | 31,551 | $5.05M | 1.06% | +19,508+162.0% | Added |
| Consolidated Planning Corp | 31,631 | $5.06M | 1.12% | +1,193+3.9% | Added |
| Aaron Wealth Advisors | 31,635 | $5.06M | 0.65% | +75+0.2% | Added |
| Spire Wealth Management | 31,676 | $5.07M | 0.19% | +7,438+30.7% | Added |
| Raab & Moskowitz Asset Management LLC | 31,782 | $5.08M | 1.79% | −33−0.1% | Reduced |
| Tradewinds, LLC. | 31,905 | $5.10M | 3.00% | −609−1.9% | Reduced |
| RIA Advisory Group LLC | 31,913 | $5.10M | 2.29% | −1,136−3.4% | Reduced |
| Opus Investment Management Inc | 32,000 | $5.12M | 3.15% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 32,150 | $5.14M | 0.33% | +2,610+8.8% | Added |
| Ashton Thomas Private Wealth, LLC | 32,211 | $5.15M | 0.38% | +6,653+26.0% | Added |
| Asset Dedication, LLC | 32,334 | $5.16M | 0.44% | +403+1.3% | Added |
| Little House Capital LLC | 32,311 | $5.17M | 2.12% | +6,509+25.2% | Added |
| Busey Wealth Management | 32,353 | $5.17M | 0.22% | −2,217−6.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 32,467 | $5.19M | 1.79% | −1,254−3.7% | Reduced |
| Wexford Capital LP | 32,472 | $5.19M | 1.18% | +29,500+992.6% | Added |
| Conning Inc. | 32,478 | $5.19M | 0.19% | −1,657−4.9% | Reduced |
| Adell Harriman & Carpenter Inc | 32,547 | $5.21M | 0.54% | +1,625+5.3% | Added |
| Royal Fund Management, LLC | 32,629 | $5.22M | 0.75% | −1,690−4.9% | Reduced |
| Kingsview Wealth Management, LLC | 32,764 | $5.24M | 0.19% | −15,499−32.1% | Reduced |
| Ci Investments Inc. | 32,762 | $5.24M | 0.03% | +2,139+7.0% | Added |
| BKD Wealth Advisors, LLC | 32,790 | $5.24M | 0.16% | −42,371−56.4% | Reduced |
| Acropolis Investment Management, LLC | 32,855 | $5.25M | 0.41% | −143−0.4% | Reduced |
| L & S Advisors Inc | 32,898 | $5.26M | 0.76% | +325+1.0% | Added |
| Venture Visionary Partners LLC | 32,983 | $5.28M | 0.32% | +362+1.1% | Added |
| Jupiter Asset Management Ltd | 33,071 | $5.29M | 0.06% | −81,092−71.0% | Reduced |
| Baker Chad R | 33,115 | $5.30M | 1.34% | +115+0.3% | Added |
| Asset Planning Services Inc | 33,290 | $5.32M | 3.50% | +815+2.5% | Added |
| Choate Investment Advisors | 33,303 | $5.33M | 0.21% | +3,243+10.8% | Added |
| Harrell Investment Partners, LLC | 33,378 | $5.34M | 1.82% | +2,200+7.1% | Added |
| TD Private Client Wealth LLC | 33,651 | $5.38M | 0.23% | −8,532−20.2% | Reduced |
| Old National Bancorp | 33,663 | $5.38M | 0.16% | −609−1.8% | Reduced |
| Oak Family Advisors, LLC | 33,673 | $5.39M | 2.55% | +25,684+321.5% | Added |
| K.J. Harrison & Partners Inc | 33,704 | $5.39M | 1.22% | −5,000−12.9% | Reduced |
| IFG Advisory, LLC | 33,720 | $5.39M | 0.45% | +619+1.9% | Added |
| Wesleyan Assurance Society | 33,750 | $5.40M | 0.60% | 00.0% | Unchanged |
| Westwood Management Corp | 33,820 | $5.41M | 0.78% | −3,000−8.1% | Reduced |
| Great Lakes Advisors, LLC | 33,863 | $5.42M | 0.05% | −13,815−29.0% | Reduced |
| McGuire Investment Group, LLC | 33,900 | $5.42M | 1.05% | +4,827+16.6% | Added |
| Proequities, Inc. | 33,986 | $5.44M | 0.42% | +1,515+4.7% | Added |
| Alberta Investment Management Corp | 34,100 | $5.45M | 0.06% | −54,990−61.7% | Reduced |
| United Capital Management of KS, Inc. | 34,194 | $5.47M | 1.86% | +50.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 34,220 | $5.47M | 0.35% | +1,042+3.1% | Added |
| Ameritas Advisory Services, LLC | 34,060 | $5.48M | 0.27% | +14,079+70.5% | Added |
| Mutual Advisors, LLC | 34,310 | $5.49M | 0.21% | −121−0.4% | Reduced |
| Plimoth Trust Co LLC | 34,570 | $5.53M | 1.73% | +232+0.7% | Added |
| Family Management Corp | 34,573 | $5.53M | 1.27% | −1,407−3.9% | Reduced |
| Moreno Evelyn V | 34,652 | $5.54M | 1.21% | −188−0.5% | Reduced |
| Grassi Investment Management | 34,707 | $5.55M | 0.64% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 34,745 | $5.56M | 0.15% | +2,793+8.7% | Added |
| Moody National Bank Trust Division | 34,866 | $5.58M | 0.36% | +4,212+13.7% | Added |
| Baugh & Associates, LLC | 34,916 | $5.58M | 3.49% | −52−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 35,113 | $5.62M | 1.00% | −1,589−4.3% | Reduced |
| Hixon Zuercher, LLC | 35,262 | $5.64M | 2.96% | −4,080−10.4% | Reduced |
| Eisler Capital (UK) Ltd. | 35,469 | $5.67M | 0.25% | +30,956+685.9% | Added |
| Skye Global Management LP | 35,800 | $5.73M | 0.17% | −584,200−94.2% | Reduced |
| Twin Capital Management Inc | 35,971 | $5.75M | 0.83% | +3,914+12.2% | Added |
| Dana Investment Advisors, Inc. | 35,987 | $5.76M | 0.29% | +1,974+5.8% | Added |
| Berger Financial Group, Inc | 36,140 | $5.78M | 0.66% | +272+0.8% | Added |
| Red Door Wealth Management, LLC | 36,291 | $5.80M | 1.45% | −1,657−4.4% | Reduced |
| Credit Agricole S A | 36,440 | $5.83M | 0.18% | +18,432+102.4% | Added |
| Assetmark, Inc | 36,448 | $5.83M | 0.02% | −6,282−14.7% | Reduced |
| Diversified Trust Co | 36,460 | $5.83M | 0.22% | −214−0.6% | Reduced |
| Fragasso Group Inc. | 36,526 | $5.84M | 0.61% | −733−2.0% | Reduced |
| Laffer Tengler Investments | 36,534 | $5.84M | 1.72% | +11,325+44.9% | Added |
| Pavion Blue Capital, LLC | 36,591 | $5.85M | 3.56% | −112−0.3% | Reduced |
| Buck Wealth Strategies, LLC | 36,778 | $5.88M | 2.36% | −938−2.5% | Reduced |
| Canal Capital Management, LLC | 37,033 | $5.92M | 1.21% | +340+0.9% | Added |
| Financial & Tax Architects, LLC | 37,189 | $5.95M | 1.85% | +338+0.9% | Added |
| Advanced Asset Management Advisors Inc | 37,650 | $6.02M | 1.44% | 00.0% | Unchanged |
| Weik Capital Management | 37,872 | $6.06M | 2.98% | −640−1.7% | Reduced |
| King Wealth | 37,908 | $6.06M | 1.28% | +1,487+4.1% | Added |
| Investment Advisory Services Inc | 37,931 | $6.07M | 2.61% | +109+0.3% | Added |
| Simplex Trading, LLC | 37,999 | $6.08M | 0.22% | +37,999 | New |
| EFG Asset Management (Americas) Corp. | 38,009 | $6.08M | 1.46% | +80.0% | Added |
| Sitrin Capital Management LLC | 38,030 | $6.08M | 3.80% | −4,430−10.4% | Reduced |
| Greenwood Capital Associates LLC | 38,143 | $6.10M | 0.89% | +559+1.5% | Added |
| Bahl & Gaynor Inc | 38,249 | $6.12M | 0.04% | +2,425+6.8% | Added |
| Erste Asset Management GmbH | 38,314 | $6.13M | 0.11% | −4,903−11.3% | Reduced |
| Symmetry Partners, LLC | 38,448 | $6.15M | 0.33% | +1,221+3.3% | Added |
| Fundamentun, LLC | 38,579 | $6.17M | 0.92% | +1,466+4.0% | Added |
| Townsend & Associates, Inc | 38,909 | $6.27M | 1.32% | +15,646+67.3% | Added |