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 |
|---|---|---|---|---|---|
| Hook Mill Capital Partners, LP | 64,494 | $10.3M | 4.01% | +28,314+78.3% | Added |
| Snowden Capital Advisors LLC | 64,890 | $10.4M | 0.44% | −41,805−39.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 64,990 | $10.4M | 0.40% | +3,732+6.1% | Added |
| Rowland & Co Investment Counsel | 65,077 | $10.4M | 2.57% | −258−0.4% | Reduced |
| CCM Investment Advisers LLC | 65,077 | $10.4M | 1.44% | +261+0.4% | Added |
| Investment Management Corp of Ontario | 65,098 | $10.4M | 0.41% | +41,935+181.0% | Added |
| Granite Bay Wealth Management, LLC | 65,520 | $10.5M | 0.10% | +65,520 | New |
| B. Metzler seel. Sohn & Co. AG | 65,486 | $10.5M | 0.16% | +6,982+11.9% | Added |
| Hilton Capital Management, LLC | 65,614 | $10.5M | 1.40% | −26,186−28.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 65,630 | $10.5M | 0.19% | −5,954−8.3% | Reduced |
| Abner Herrman & Brock LLC | 66,690 | $10.7M | 1.63% | +59,143+783.7% | Added |
| LMG Wealth Partners, LLC | 66,950 | $10.7M | 3.26% | +299+0.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 67,082 | $10.7M | 0.05% | +67,082 | New |
| American National Bank | 67,454 | $10.8M | 1.84% | −10,102−13.0% | Reduced |
| Whitener Capital Management, Inc. | 67,502 | $10.8M | 4.32% | −516−0.8% | Reduced |
| Hartline Investment Corp | 67,522 | $10.8M | 1.94% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 67,661 | $10.8M | 0.20% | −702−1.0% | Reduced |
| Patten & Patten Inc | 67,861 | $10.9M | 0.95% | +720+1.1% | Added |
| LMCG Investments, LLC | 67,969 | $10.9M | 0.73% | −1,618−2.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 68,104 | $10.9M | 1.77% | −13,185−16.2% | Reduced |
| Shelter Mutual Insurance Co | 68,172 | $10.9M | 3.04% | −6,200−8.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 70,215 | $11.0M | 1.28% | −197−0.3% | Reduced |
| GDS Wealth Management | 69,345 | $11.1M | 1.74% | +3,507+5.3% | Added |
| Edmond de Rothschild Holding S.A. | 69,560 | $11.1M | 0.23% | −5,204−7.0% | Reduced |
| Callahan Advisors, LLC | 69,908 | $11.2M | 1.40% | +232+0.3% | Added |
| Norinchukin Bank, The | 70,059 | $11.2M | 0.26% | −58,983−45.7% | Reduced |
| Thoroughbred Financial Services, LLC | 70,151 | $11.2M | 1.10% | +19,814+39.4% | Added |
| Arvest Trust Co N A | 70,299 | $11.2M | 0.73% | +537+0.8% | Added |
| Adviser Investments LLC | 70,528 | $11.3M | 0.25% | +1,694+2.5% | Added |
| ARS Wealth Advisors Group, LLC | 70,843 | $11.3M | 1.86% | +460+0.7% | Added |
| Advisory Services Network, LLC | 70,862 | $11.3M | 0.30% | +3,021+4.5% | Added |
| Mastrapasqua Asset Management Inc | 70,964 | $11.3M | 1.33% | −285−0.4% | Reduced |
| Dodge & Cox | 71,770 | $11.5M | 0.01% | −1,080−1.5% | Reduced |
| Segall Bryant & Hamill, LLC | 72,065 | $11.5M | 0.13% | −898−1.2% | Reduced |
| Fiduciary Group LLC | 72,255 | $11.6M | 1.48% | −1,128−1.5% | Reduced |
| Pathstone Family Office, LLC | 71,817 | $11.6M | 0.09% | +47,068+190.2% | Added |
| Resources Investment Advisors, LLC. | 72,906 | $11.7M | 0.25% | +6,170+9.2% | Added |
| New Mexico Educational Retirement Board | 72,993 | $11.7M | 0.50% | +4,900+7.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 73,062 | $11.7M | 3.22% | +35,835+96.3% | Added |
| Lazard Asset Management LLC | 73,360 | $11.7M | 0.02% | +8,747+13.5% | Added |
| Lynch & Associates | 74,183 | $11.9M | 3.13% | −956−1.3% | Reduced |
| Lee Danner & Bass Inc | 74,603 | $11.9M | 1.08% | −1,000−1.3% | Reduced |
| Advisor Partners II, LLC | 75,208 | $12.0M | 0.48% | +1,989+2.7% | Added |
| Invictus Private Wealth, LLC | 75,342 | $12.0M | 1.32% | −4,193−5.3% | Reduced |
| CSM Advisors, LLC | 75,651 | $12.1M | 1.05% | −2,465−3.2% | Reduced |
| Brookstone Capital Management | 75,303 | $12.1M | 0.27% | −64−0.1% | Reduced |
| Makena Capital Management LLC | 75,735 | $12.1M | 2.59% | +11,260+17.5% | Added |
| Venturi Wealth Management, LLC | 75,779 | $12.1M | 0.95% | −1,664−2.1% | Reduced |
| Forbes J M & Co LLP | 76,016 | $12.2M | 1.58% | +637+0.8% | Added |
| Edge Wealth Management LLC | 76,201 | $12.2M | 2.85% | −562−0.7% | Reduced |
| Brown Brothers Harriman & Co | 76,524 | $12.2M | 0.11% | +3,387+4.6% | Added |
| James Investment Research Inc | 76,955 | $12.3M | 1.62% | −212−0.3% | Reduced |
| Alerus Financial NA | 77,740 | $12.4M | 1.10% | −3,622−4.5% | Reduced |
| Gotham Asset Management, LLC | 78,559 | $12.6M | 0.26% | −29,458−27.3% | Reduced |
| Simmons Bank | 79,163 | $12.7M | 1.12% | −1,590−2.0% | Reduced |
| Hantz Financial Services, Inc. | 79,598 | $12.7M | 0.32% | +654+0.8% | Added |
| ClariVest Asset Management LLC | 79,839 | $12.8M | 0.70% | −5,605−6.6% | Reduced |
| Nemes Rush Group LLC | 80,210 | $12.8M | 2.32% | +10,260+14.7% | Added |
| Franklin Street Advisors Inc | 80,349 | $12.8M | 1.14% | +3,528+4.6% | Added |
| Hamel Associates, Inc. | 80,451 | $12.9M | 4.70% | −325−0.4% | Reduced |
| Man Group plc | – | $12.9M | 0.04% | – | – |
| Parthenon LLC | 80,505 | $12.9M | 1.93% | −1,140−1.4% | Reduced |
| Segment Wealth Management, LLC | 80,603 | $12.9M | 1.31% | +1,966+2.5% | Added |
| Quantinno Capital Management LP | 81,455 | $13.0M | 0.59% | +21,859+36.7% | Added |
| Tower Research Capital LLC (TRC) | 81,457 | $13.0M | 0.41% | +7,672+10.4% | Added |
| Moors & Cabot, Inc. | 81,613 | $13.1M | 0.89% | −2,642−3.1% | Reduced |
| Candriam Luxembourg S.C.A. | 81,837 | $13.1M | 0.11% | −3,245−3.8% | Reduced |
| Guardian Capital Advisors LP | 84,439 | $13.4M | 1.50% | −2,221−2.6% | Reduced |
| Montag A & Associates Inc | 83,694 | $13.4M | 0.85% | +8,277+11.0% | Added |
| Cutler Investment Counsel LLC | 84,007 | $13.4M | 2.12% | +124+0.1% | Added |
| Zweig-DiMenna Associates LLC | 84,300 | $13.5M | 1.62% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 84,645 | $13.5M | 1.49% | +1,220+1.5% | Added |
| 1832 Asset Management L.P. | 85,087 | $13.6M | 0.03% | +19,381+29.5% | Added |
| Marco Investment Management LLC | 85,455 | $13.7M | 1.57% | −168−0.2% | Reduced |
| Walleye Trading LLC | 85,804 | $13.7M | 0.32% | +85,804 | New |
| Stillwater Capital Advisors, LLC | 85,847 | $13.7M | 2.50% | +356+0.4% | Added |
| Tompkins Financial Corp | 86,506 | $13.8M | 2.18% | +7,903+10.1% | Added |
| Easterly Investment Partners LLC | 86,793 | $13.9M | 1.53% | −37,740−30.3% | Reduced |
| First Nebraska Trust Co | 87,450 | $14.0M | 1.73% | −605−0.7% | Reduced |
| BTC Capital Management, Inc. | 88,219 | $14.1M | 1.63% | −4,557−4.9% | Reduced |
| South State Corp. | 88,217 | $14.1M | 1.34% | −458−0.5% | Reduced |
| Louisiana State Employees Retirement System | 88,400 | $14.1M | 0.32% | +1,600+1.8% | Added |
| Concentric Capital Strategies, LP | 89,095 | $14.2M | 1.60% | +65,724+281.2% | Added |
| Janney Capital Management LLC | 89,583 | $14.3M | 1.10% | +433+0.5% | Added |
| Van Eck Associates Corp | 89,943 | $14.4M | 0.03% | +3,778+4.4% | Added |
| Edge Capital Group, LLC | 90,256 | $14.4M | 0.94% | −14,414−13.8% | Reduced |
| Northwest & Ethical Investments L.P. | 90,583 | $14.5M | 0.49% | +45,698+101.8% | Added |
| Atria Wealth Solutions, Inc. | 90,595 | $14.5M | 0.20% | −548−0.6% | Reduced |
| Wesbanco Bank Inc | 90,651 | $14.5M | 0.63% | −271−0.3% | Reduced |
| TCTC Holdings, LLC | 90,742 | $14.5M | 0.56% | −300−0.3% | Reduced |
| Core Alternative Capital | 91,166 | $14.6M | 2.25% | −13,025−12.5% | Reduced |
| Prospera Financial Services Inc | 91,484 | $14.6M | 0.57% | −2,113−2.3% | Reduced |
| Atwood & Palmer Inc | 91,597 | $14.6M | 1.28% | +210+0.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 92,294 | $14.8M | 2.25% | +962+1.1% | Added |
| Picton Mahoney Asset Management | 93,067 | $14.9M | 0.69% | +1,755+1.9% | Added |
| Sather Financial Group Inc | 93,077 | $14.9M | 1.24% | +420.0% | Added |
| Lockheed Martin Investment Management Co | 99,112 | $15.0M | 1.15% | −16,760−14.5% | Reduced |
| Lido Advisors, LLC | 94,656 | $15.1M | 0.17% | +4,582+5.1% | Added |
| Calamos Wealth Management LLC | 95,220 | $15.2M | 1.15% | −1,010−1.0% | Reduced |
| Polar Asset Management Partners Inc. | 95,300 | $15.2M | 0.37% | +28,900+43.5% | Added |