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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 49,898 | $7.98M | 0.59% | +107+0.2% | Added |
| Freemont Management S.A. | 50,200 | $8.03M | 1.29% | −8,400−14.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 50,346 | $8.05M | 0.63% | −40.0% | Reduced |
| Citizens Financial Group Inc | 50,371 | $8.06M | 0.33% | +1,474+3.0% | Added |
| Bleakley Financial Group, LLC | 50,496 | $8.08M | 0.28% | −2,960−5.5% | Reduced |
| Auxier Asset Management | 50,553 | $8.08M | 1.38% | −733−1.4% | Reduced |
| Heritage Trust Co | 50,587 | $8.09M | 1.26% | −226−0.4% | Reduced |
| TLW Wealth Management, LLC | 50,641 | $8.10M | 6.15% | −41−0.1% | Reduced |
| First Manhattan Co | 50,915 | $8.14M | 0.03% | −772−1.5% | Reduced |
| Cardinal Capital Management | 51,025 | $8.16M | 1.66% | +2,531+5.2% | Added |
| BlueCrest Capital Management Ltd | 51,067 | $8.17M | 1.27% | −40,940−44.5% | Reduced |
| Schnieders Capital Management LLC | 51,126 | $8.18M | 1.83% | −1,566−3.0% | Reduced |
| Marietta Wealth Management, LLC | 51,207 | $8.19M | 1.63% | −2,204−4.1% | Reduced |
| Avitas Wealth Management LLC | 51,315 | $8.21M | 1.56% | −246−0.5% | Reduced |
| Atwater Malick LLC | 51,417 | $8.22M | 3.62% | +372+0.7% | Added |
| Ascent Group, LLC | 50,171 | $8.22M | 0.91% | −6,991−12.2% | Reduced |
| WS Management LLLP | 51,768 | $8.28M | 1.07% | 00.0% | Unchanged |
| RBF Capital, LLC | 51,774 | $8.28M | 0.55% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 51,922 | $8.30M | 1.53% | −694−1.3% | Reduced |
| Level Four Advisory Services, LLC | 51,913 | $8.30M | 0.54% | −5,807−10.1% | Reduced |
| Stratos Wealth Partners, LTD. | 52,162 | $8.34M | 0.18% | +2,845+5.8% | Added |
| Horizon Investments, LLC | 52,408 | $8.38M | 0.25% | +405+0.8% | Added |
| Polar Capital Holdings Plc | 52,444 | $8.39M | 0.06% | 00.0% | Unchanged |
| JB Capital LLC | 52,461 | $8.39M | 0.71% | +7,044+15.5% | Added |
| Marvin & Palmer Associates Inc | 52,593 | $8.41M | 5.46% | −11,104−17.4% | Reduced |
| Gladius Capital Management LP | 52,685 | $8.43M | 2.42% | +52,685 | New |
| Gabelli Funds LLC | 52,725 | $8.43M | 0.07% | −50−0.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 52,774 | $8.44M | 0.22% | +18,840+55.5% | Added |
| Bright Rock Capital Management, LLC | 53,000 | $8.48M | 2.07% | 00.0% | Unchanged |
| Terry L. Blaker | 53,440 | $8.55M | 0.76% | +1,940+3.8% | Added |
| Great Valley Advisor Group, Inc. | 53,530 | $8.56M | 0.35% | +3,540+7.1% | Added |
| First American Trust, FSB | 53,575 | $8.57M | 1.21% | +14,354+36.6% | Added |
| Physicians Financial Services, Inc. | 53,658 | $8.58M | 3.51% | +99+0.2% | Added |
| Pacific Global Investment Management CO | 53,656 | $8.58M | 1.89% | +731+1.4% | Added |
| Waters Parkerson & Co., LLC | 53,941 | $8.63M | 0.52% | +1,993+3.8% | Added |
| American Assets Investment Management, LLC | 54,000 | $8.64M | 0.96% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 54,217 | $8.67M | 1.14% | −525−1.0% | Reduced |
| Ontario Teachers Pension Plan Board | 54,221 | $8.67M | 0.09% | +5,059+10.3% | Added |
| Boston Private Wealth LLC | 54,597 | $8.73M | 0.19% | +163+0.3% | Added |
| Saranac Partners Ltd | 54,624 | $8.74M | 4.91% | −955−1.7% | Reduced |
| Mattern Capital Management, LLC | 54,670 | $8.74M | 1.41% | +3,009+5.8% | Added |
| Monarch Capital Management Inc | 54,853 | $8.77M | 2.82% | −896−1.6% | Reduced |
| Valicenti Advisory Services Inc | 54,918 | $8.78M | 3.00% | +406+0.7% | Added |
| Keb Asset Management, LLC | 54,971 | $8.79M | 3.63% | +525+1.0% | Added |
| Colonial Trust Advisors | 55,191 | $8.83M | 1.01% | +1,451+2.7% | Added |
| First American Bank | 55,262 | $8.84M | 0.80% | +1,779+3.3% | Added |
| Arkadios Wealth Advisors | 55,454 | $8.87M | 0.84% | +11,855+27.2% | Added |
| Richard C. Young & CO., LTD. | 55,511 | $8.88M | 1.26% | −413−0.7% | Reduced |
| Visionary Wealth Advisors | 55,532 | $8.88M | 0.72% | +380+0.7% | Added |
| LS Investment Advisors, LLC | 55,646 | $8.90M | 1.67% | −1,224−2.2% | Reduced |
| Charter Trust Co | 55,787 | $8.92M | 0.71% | −38−0.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 55,851 | $8.93M | 0.60% | +42,149+307.6% | Added |
| First National Bank of Omaha | 55,912 | $8.94M | 0.58% | −17,039−23.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 55,922 | $8.94M | 2.11% | +331+0.6% | Added |
| GHP Investment Advisors, Inc. | 56,444 | $9.02M | 0.55% | +265+0.5% | Added |
| Winton Group Ltd | 56,498 | $9.04M | 0.74% | −7,902−12.3% | Reduced |
| Farmers Trust Co | 56,698 | $9.07M | 2.09% | −11,458−16.8% | Reduced |
| Parkside Investments, LLC | 56,802 | $9.08M | 1.67% | −2,300−3.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 56,906 | $9.10M | 0.32% | −97,649−63.2% | Reduced |
| Sowell Financial Services LLC | 56,953 | $9.11M | 0.57% | −302,883−84.2% | Reduced |
| Verition Fund Management LLC | 57,086 | $9.13M | 0.12% | +5,658+11.0% | Added |
| One Capital Management, LLC | 57,149 | $9.14M | 0.41% | +1,391+2.5% | Added |
| Quantitative Investment Management, LLC | 57,324 | $9.17M | 1.41% | −89,959−61.1% | Reduced |
| Ritholtz Wealth Management | 57,442 | $9.19M | 0.41% | +2,521+4.6% | Added |
| Sawtooth Solutions, LLC | 57,570 | $9.21M | 0.30% | −9,620−14.3% | Reduced |
| Motco | 57,575 | $9.21M | 0.63% | −1,244−2.1% | Reduced |
| Moran Wealth Management, LLC | 57,668 | $9.22M | 0.36% | −2,462−4.1% | Reduced |
| Allworth Financial LP | 57,738 | $9.23M | 0.08% | +4,937+9.4% | Added |
| Ziegler Capital Management, LLC | 58,031 | $9.28M | 0.37% | −2,561−4.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 58,225 | $9.31M | 0.13% | +3,788+7.0% | Added |
| TownSquare Capital, LLC | 58,333 | $9.33M | 0.17% | +158+0.3% | Added |
| Metis Global Partners, LLC | 58,725 | $9.39M | 0.45% | +10,048+20.6% | Added |
| Executive Wealth Management, LLC | 58,816 | $9.41M | 0.97% | +1,041+1.8% | Added |
| Eagle Asset Management Inc | 58,839 | $9.41M | 0.06% | +15,115+34.6% | Added |
| Metropolitan Life Insurance Co | 59,049 | $9.44M | 0.49% | −2,076−3.4% | Reduced |
| MMBG Investment Advisors Co. | 59,210 | $9.47M | 1.19% | −1,120−1.9% | Reduced |
| Toroso Investments, LLC | 59,384 | $9.50M | 0.29% | −2,563−4.1% | Reduced |
| YHB Investment Advisors, Inc. | 60,469 | $9.59M | 0.89% | +30,368+100.9% | Added |
| Canal Insurance CO | 60,000 | $9.60M | 2.76% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 60,270 | $9.64M | 0.75% | −1,680−2.7% | Reduced |
| Ieq Capital, LLC | 60,553 | $9.68M | 0.20% | +2,532+4.4% | Added |
| Clifford Swan Investment Counsel LLC | 60,783 | $9.72M | 0.41% | −526−0.9% | Reduced |
| Greystone Financial Group, LLC | 60,823 | $9.73M | 2.43% | −304−0.5% | Reduced |
| St Germain D J Co Inc | 61,158 | $9.78M | 0.55% | −3,761−5.8% | Reduced |
| Tower Bridge Advisors | 61,332 | $9.81M | 0.91% | −876−1.4% | Reduced |
| GFS Advisors, LLC | 61,819 | $9.89M | 1.54% | +29,624+92.0% | Added |
| Webster Bank, N. A. | 61,939 | $9.91M | 1.34% | +199+0.3% | Added |
| Dorchester Wealth Management Co | 62,045 | $9.92M | 2.01% | −45−0.1% | Reduced |
| Pinnbrook Capital Management LP | 62,154 | $9.94M | 6.55% | +36,306+140.5% | Added |
| Savant Capital, LLC | 62,272 | $9.96M | 0.15% | +1,086+1.8% | Added |
| Oak Harvest Investment Services | 62,409 | $9.98M | 2.11% | +2,943+4.9% | Added |
| Cetera Advisors LLC | 62,500 | $10.0M | 0.16% | −1,374−2.2% | Reduced |
| Axxcess Wealth Management, LLC | 62,881 | $10.1M | 0.34% | +31,296+99.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 62,897 | $10.1M | 0.39% | +6,016+10.6% | Added |
| City Holding Co | 63,253 | $10.1M | 1.80% | +836+1.3% | Added |
| Shelton Capital Management | 63,540 | $10.2M | 0.37% | +18,100+39.8% | Added |
| RiverFront Investment Group, LLC | 85,744 | $10.2M | 0.36% | −627−0.7% | Reduced |
| Meitav Dash Investments Ltd | 62,769 | $10.3M | 0.17% | −57,837−48.0% | Reduced |
| Foster & Motley Inc | 64,227 | $10.3M | 0.84% | −1,387−2.1% | Reduced |
| Allen Investment Management LLC | 64,488 | $10.3M | 0.15% | 00.0% | Unchanged |