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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 39,251 | $6.28M | 0.69% | +39,251 | New |
| Csenge Advisory Group | 39,307 | $6.29M | 0.43% | −33−0.1% | Reduced |
| SFMG, LLC | 39,385 | $6.30M | 0.65% | +970+2.5% | Added |
| Balentine LLC | 39,499 | $6.32M | 0.21% | −285−0.7% | Reduced |
| Capula Management Ltd | 39,547 | $6.32M | 0.41% | +39,547 | New |
| Cornerstone Wealth Management, LLC | 39,547 | $6.33M | 0.60% | +1,619+4.3% | Added |
| Everence Capital Management Inc | 39,710 | $6.35M | 0.49% | +2,330+6.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 39,873 | $6.38M | 0.39% | +6,880+20.9% | Added |
| First Interstate Bank | 39,962 | $6.39M | 0.55% | −2,107−5.0% | Reduced |
| Nwi Management LP | 40,000 | $6.40M | 1.11% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $6.40M | 0.97% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 40,033 | $6.40M | 1.00% | +40,033 | New |
| Field & Main Bank | 40,055 | $6.41M | 3.00% | +9,730+32.1% | Added |
| Mark Stevens | 40,089 | $6.41M | 0.86% | −25,084−38.5% | Reduced |
| Cohen Klingenstein LLC | 40,300 | $6.45M | 0.29% | 00.0% | Unchanged |
| LGT Group Foundation | 40,315 | $6.45M | 0.16% | −335−0.8% | Reduced |
| Investment House LLC | 40,421 | $6.46M | 0.51% | +314+0.8% | Added |
| Daymark Wealth Partners, LLC | 40,537 | $6.48M | 0.45% | +24,080+146.3% | Added |
| Capital Investment Advisors, LLC | 40,541 | $6.48M | 0.18% | +7,661+23.3% | Added |
| Trust Co of Vermont | 40,566 | $6.49M | 0.44% | +5,486+15.6% | Added |
| Jacobi Capital Management LLC | 40,927 | $6.55M | 0.74% | −347−0.8% | Reduced |
| WESPAC Advisors SoCal, LLC | 40,965 | $6.55M | 2.21% | +649+1.6% | Added |
| Stock Yards Bank & Trust Co | 41,308 | $6.61M | 0.26% | −2,032−4.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 41,325 | $6.61M | 0.11% | +271+0.7% | Added |
| Goelzer Investment Management, Inc. | 41,356 | $6.61M | 0.47% | −973−2.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 41,397 | $6.62M | 1.96% | −427−1.0% | Reduced |
| Perigon Wealth Management, LLC | 41,436 | $6.63M | 0.27% | +1,599+4.0% | Added |
| Coston, McIsaac & Partners | 41,492 | $6.63M | 2.52% | +1,115+2.8% | Added |
| JGP Wealth Management, LLC | 41,512 | $6.64M | 1.11% | +644+1.6% | Added |
| Addenda Capital Inc. | 41,528 | $6.64M | 0.29% | −39−0.1% | Reduced |
| Walker Asset Management, LLC | 41,756 | $6.68M | 5.94% | −181−0.4% | Reduced |
| Laurel Wealth Advisors LLC | 41,792 | $6.68M | 1.43% | −2,083−4.7% | Reduced |
| Pinnacle Financial Partners Inc | 41,850 | $6.69M | 0.17% | +1,274+3.1% | Added |
| Greenline Partners, LLC | 42,021 | $6.72M | 1.27% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 42,101 | $6.73M | 0.18% | +1,317+3.2% | Added |
| Community Bank, N.A. | 42,111 | $6.73M | 0.94% | −2,340−5.3% | Reduced |
| Fiduciary Trust Co | 42,198 | $6.75M | 0.12% | −2,997−6.6% | Reduced |
| AIA Group Ltd | 42,227 | $6.75M | 0.33% | −6,523−13.4% | Reduced |
| Headinvest, LLC | 42,198 | $6.76M | 1.47% | −90−0.2% | Reduced |
| DoubleLine ETF Adviser LP | 42,536 | $6.80M | 2.44% | +42,536 | New |
| Iyo Bank, Ltd. | 42,540 | $6.80M | 3.70% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 42,542 | $6.80M | 0.23% | −1,793−4.0% | Reduced |
| Hayek Kallen Investment Management | 42,850 | $6.85M | 3.07% | −232−0.5% | Reduced |
| O'Brien Greene & Co. Inc | 43,026 | $6.88M | 2.52% | −2,716−5.9% | Reduced |
| Carret Asset Management, LLC | 43,031 | $6.88M | 0.96% | −150−0.3% | Reduced |
| EP Wealth Advisors, LLC | 43,140 | $6.90M | 0.11% | −5,496,213−99.2% | Reduced |
| Wetherby Asset Management Inc | 43,169 | $6.90M | 0.39% | −618−1.4% | Reduced |
| Apollon Wealth Management, LLC | 43,216 | $6.91M | 0.35% | +1,560+3.7% | Added |
| Strategic Blueprint, LLC | 43,342 | $6.93M | 0.64% | +8,718+25.2% | Added |
| Caldwell Trust Co | 43,349 | $6.93M | 0.95% | −245−0.6% | Reduced |
| Veriti Management LLC | 43,430 | $6.95M | 0.79% | +974+2.3% | Added |
| Woodstock Corp | 43,644 | $6.98M | 0.88% | +448+1.0% | Added |
| Phoenix Holdings Ltd. | 43,611 | $6.98M | 0.13% | +7,128+19.5% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 42,684 | $6.99M | 0.51% | 00.0% | Unchanged |
| Sigma Planning Corp | 43,840 | $7.01M | 0.26% | −469−1.1% | Reduced |
| Coldstream Capital Management Inc | 44,019 | $7.04M | 0.23% | +366+0.8% | Added |
| Integrated Wealth Concepts LLC | 44,089 | $7.05M | 0.12% | +63+0.1% | Added |
| WealthPlan Investment Management, LLC | 44,347 | $7.09M | 1.25% | +36,468+462.9% | Added |
| Banque Cantonale Vaudoise | 44,459 | $7.11M | 0.36% | −1,640−3.6% | Reduced |
| Roundview Capital LLC | 44,529 | $7.12M | 0.72% | −782−1.7% | Reduced |
| Vinva Investment Management Ltd | 43,831 | $7.12M | 0.68% | −520−1.2% | Reduced |
| Stevens Capital Management LP | 44,581 | $7.13M | 2.06% | +44,581 | New |
| Whittier Trust Co of Nevada Inc | 44,794 | $7.16M | 0.25% | +69+0.2% | Added |
| Covington Investment Advisors Inc. | 44,819 | $7.17M | 1.47% | +130+0.3% | Added |
| Bogart Wealth, LLC | 44,920 | $7.18M | 0.44% | +10,313+29.8% | Added |
| Park Avenue Securities LLC | 44,960 | $7.19M | 0.11% | +3,914+9.5% | Added |
| Cypress Capital Group | 45,018 | $7.20M | 1.04% | +2,088+4.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 45,047 | $7.20M | 0.20% | +803+1.8% | Added |
| Chemung Canal Trust Co | 45,048 | $7.20M | 1.65% | −88−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 45,236 | $7.23M | 0.94% | +357+0.8% | Added |
| Northwest Bancshares, Inc. | 45,398 | $7.26M | 1.39% | −1,979−4.2% | Reduced |
| Bradley Foster & Sargent Inc | 46,235 | $7.27M | 0.15% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 45,611 | $7.29M | 0.85% | +36,730+413.6% | Added |
| Mach-1 Financial Group, Inc. | 45,614 | $7.30M | 3.06% | +4,614+11.3% | Added |
| Trustmark National Bank Trust Department | 45,687 | $7.31M | 0.72% | +1,025+2.3% | Added |
| Valeo Financial Advisors, LLC | 45,731 | $7.31M | 0.33% | +1,825+4.2% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 46,381 | $7.42M | 2.34% | +18,499+66.3% | Added |
| Boston Research & Management Inc | 46,422 | $7.42M | 2.19% | −527−1.1% | Reduced |
| Greenleaf Trust | 46,497 | $7.44M | 0.09% | +2,442+5.5% | Added |
| Legacy Private Trust Co. | 46,573 | $7.45M | 0.64% | −718−1.5% | Reduced |
| WoodTrust Financial Corp | 46,959 | $7.51M | 1.44% | +514+1.1% | Added |
| Bridgecreek Investment Management, LLC | 46,992 | $7.52M | 1.54% | −598−1.3% | Reduced |
| Alps Advisors Inc | 47,367 | $7.58M | 0.06% | +13,357+39.3% | Added |
| Signaturefd, LLC | 47,618 | $7.62M | 0.20% | +1,543+3.3% | Added |
| First Personal Financial Services | 47,806 | $7.65M | 1.99% | −305−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 47,935 | $7.67M | 0.22% | −100,090−67.6% | Reduced |
| Meridian Management Co | 47,968 | $7.67M | 2.50% | +888+1.9% | Added |
| Barbara Oil Co. | 48,000 | $7.68M | 3.64% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 48,177 | $7.71M | 0.54% | +595+1.3% | Added |
| Moore Capital Management, LP | 48,214 | $7.71M | 0.21% | +37,361+344.2% | Added |
| Associated Banc-Corp | 48,378 | $7.74M | 0.30% | −407−0.8% | Reduced |
| Pittenger & Anderson Inc | 48,468 | $7.75M | 0.39% | +325+0.7% | Added |
| IHT Wealth Management, LLC | 48,636 | $7.78M | 0.39% | +1,075+2.3% | Added |
| Empirical Finance, LLC | 48,817 | $7.81M | 0.57% | +4,641+10.5% | Added |
| Burney Co | 48,915 | $7.82M | 0.37% | −725−1.5% | Reduced |
| Summit Global Investments | 49,182 | $7.87M | 0.52% | +2,906+6.3% | Added |
| Toth Financial Advisory Corp | 49,203 | $7.87M | 1.20% | −3,850−7.3% | Reduced |
| Griffin Asset Management, Inc. | 49,352 | $7.89M | 1.12% | −3,900−7.3% | Reduced |
| FRG Family Wealth Advisors LLC | 49,462 | $7.91M | 1.79% | −507−1.0% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 49,718 | $7.95M | 2.91% | −269−0.5% | Reduced |