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; 4,426 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
- 2,931
- +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
- 1,319 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 1,320 | $211.1K | 0.00% | +1,320 | New |
| Advisor Resource Council | 1,323 | $211.6K | 0.14% | +46+3.6% | Added |
| Wellspring Financial Advisors, LLC | 1,324 | $211.7K | 0.06% | +1,324 | New |
| Cherry Tree Wealth Management, LLC | 1,325 | $211.9K | 0.06% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,327 | $212.3K | 0.07% | +3+0.2% | Added |
| Reliant Investment Management, LLC | 1,333 | $212.6K | 0.12% | −900−40.3% | Reduced |
| Pacitti Group Inc. | 1,332 | $213.1K | 0.15% | +14+1.1% | Added |
| Trinity Legacy Partners, LLC | 1,336 | $213.7K | 0.07% | +50+3.9% | Added |
| KLR Investment Advisors, LLC | 1,444 | $213.7K | 0.19% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,337 | $214.0K | 0.10% | +1+0.1% | Added |
| Court Place Advisors, LLC | 1,339 | $214.1K | 0.08% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 1,338 | $214.1K | 0.09% | 00.0% | Unchanged |
| RNC Capital Management LLC | 1,340 | $214.2K | 0.01% | +1,340 | New |
| Noesis Capital Mangement Corp | 1,342 | $214.6K | 0.06% | 00.0% | Unchanged |
| Private Asset Management Inc | 1,343 | $214.8K | 0.05% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,344 | $214.9K | 0.03% | −138−9.3% | Reduced |
| First Affirmative Financial Network | 1,348 | $215.6K | 0.21% | −147−9.8% | Reduced |
| Consolidated Portfolio Review Corp | 1,348 | $215.6K | 0.05% | +1,348 | New |
| Oberweis Asset Management Inc | 1,349 | $215.8K | 0.02% | −240−15.1% | Reduced |
| Coulter & Justus Financial Services, LLC | 1,351 | $216.1K | 0.16% | +1,351 | New |
| Westbourne Investment Advisors, Inc. | 1,357 | $217.0K | 0.10% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 1,358 | $217.3K | 0.00% | +37+2.8% | Added |
| Vance Wealth, Inc. | 1,360 | $217.5K | 0.10% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 1,362 | $218.0K | 0.06% | +1,362 | New |
| Sigma Investment Counselors Inc | 1,368 | $218.8K | 0.02% | +1,368 | New |
| Heartwood Wealth Advisors LLC | 1,368 | $218.8K | 0.03% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,379 | $220.5K | 0.35% | +1,379 | New |
| Clarity Financial LLC | 1,380 | $220.7K | 0.04% | +1,380 | New |
| Flaharty Asset Management, LLC | 1,383 | $221.2K | 0.04% | −99−6.7% | Reduced |
| Parkside Advisors LLC | 1,386 | $221.6K | 0.07% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 1,386 | $221.7K | 0.66% | −8−0.6% | Reduced |
| Horizon Family Wealth, Inc. | 1,387 | $221.7K | 0.21% | +96+7.4% | Added |
| Financial Management Network Inc | 1,378 | $221.9K | 0.07% | +26+1.9% | Added |
| Trillium Asset Management, LLC | 1,391 | $222.0K | 0.01% | 00.0% | Unchanged |
| Marotta Asset Management | 1,391 | $222.5K | 0.05% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,391 | $222.5K | 0.14% | +1,391 | New |
| Navellier & Associates Inc | 1,392 | $222.6K | 0.04% | −280−16.7% | Reduced |
| Wealth Management Solutions, LLC | 1,394 | $222.9K | 0.15% | −100−6.7% | Reduced |
| Wagner Wealth Management, LLC | 1,396 | $223.2K | 0.08% | +2+0.1% | Added |
| Clarkston Capital Partners, LLC | 1,398 | $223.6K | 0.00% | 00.0% | Unchanged |
| F/M Investments LLC | 1,399 | $223.7K | 0.17% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,400 | $223.9K | 0.06% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,403 | $224.0K | 0.00% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,400 | $224.0K | 0.03% | 00.0% | Unchanged |
| West Coast Financial LLC | 1,416 | $226.5K | 0.03% | −16−1.1% | Reduced |
| TriaGen Wealth Management LLC | 1,423 | $227.6K | 0.12% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,425 | $227.9K | 0.16% | −766−35.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,400 | $228.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,427 | $228.2K | 0.04% | +1,427 | New |
| PCA Investment Advisory Services Inc. | 1,428 | $228.4K | 0.16% | +1+0.1% | Added |
| Financial Freedom, LLC | 1,429 | $228.5K | 0.16% | +3+0.2% | Added |
| West Chester Capital Advisors, Inc | 1,431 | $228.9K | 0.42% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,433 | $229.2K | 0.03% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 1,434 | $229.3K | 0.09% | +1,434 | New |
| Ategra Capital Management, LLC | 1,436 | $229.7K | 0.13% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,438 | $230.0K | 0.05% | −162−10.1% | Reduced |
| Palumbo Wealth Management LLC | 1,441 | $230.5K | 0.13% | +97+7.2% | Added |
| Dentgroup LLC | 1,445 | $231.1K | 0.17% | +11+0.8% | Added |
| SRS Capital Advisors, Inc. | 1,446 | $231.2K | 0.03% | −3−0.2% | Reduced |
| GSB Wealth Management, LLC | 1,449 | $231.8K | 0.08% | +40+2.8% | Added |
| Future Financial Wealth Managment LLC | 1,450 | $231.9K | 0.26% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,454 | $232.0K | 0.11% | −289−16.6% | Reduced |
| Allegheny Financial Group LTD | 1,452 | $232.2K | 0.09% | +1,452 | New |
| New Millennium Group LLC | 1,453 | $232.4K | 0.21% | −216−12.9% | Reduced |
| KLCM Advisors, Inc. | 1,456 | $232.8K | 0.04% | +1,456 | New |
| First National Bank Sioux Falls | 1,458 | $233.2K | 0.14% | −48−3.2% | Reduced |
| Ssi Investment Management LLC | 1,459 | $233.3K | 0.02% | −25−1.7% | Reduced |
| SS&H Financial Advisors, Inc. | 1,465 | $234.0K | 0.11% | +1,465 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,466 | $234.4K | 0.10% | +3+0.2% | Added |
| Rice Hall James & Associates, LLC | 1,466 | $234.5K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 1,466 | $234.5K | 0.22% | 00.0% | Unchanged |
| Motive Wealth Advisors | 1,468 | $234.8K | 0.26% | −114−7.2% | Reduced |
| Conservest Capital Advisors, Inc. | 1,469 | $235.0K | 0.03% | +3+0.2% | Added |
| PCG Wealth Advisors, LLC | 1,471 | $235.3K | 0.15% | 00.0% | Unchanged |
| Riverview Trust Co | 1,472 | $235.4K | 0.21% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 1,476 | $236.1K | 0.02% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,478 | $236.4K | 0.02% | −350−19.1% | Reduced |
| BCJ Capital Management, LLC | 1,479 | $236.5K | 0.02% | +132+9.8% | Added |
| Richard P Slaughter Associates Inc | 1,481 | $236.9K | 0.06% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,485 | $237.5K | 0.04% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,488 | $238.0K | 0.00% | −46,715−96.9% | Reduced |
| Financial Sense Advisors, Inc. | 1,490 | $238.3K | 0.10% | −494−24.9% | Reduced |
| Members Capital Advisors Inc | 1,492 | $238.6K | 0.30% | −13−0.9% | Reduced |
| Sawyer & Company, Inc | 1,492 | $239.0K | 0.11% | −100−6.3% | Reduced |
| Latitude Advisors, LLC | 1,496 | $239.2K | 0.17% | +102+7.3% | Added |
| StrongBox Wealth, LLC | 1,498 | $239.6K | 0.15% | −43−2.8% | Reduced |
| Merrion Investment Management Co, LLC | 1,500 | $239.9K | 0.21% | 00.0% | Unchanged |
| Huber Capital Management LLC | 1,500 | $239.9K | 0.06% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,500 | $239.9K | 0.07% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $240.0K | 0.02% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,505 | $240.7K | 0.23% | +4+0.3% | Added |
| Affinity Capital Advisors, LLC | 1,513 | $241.9K | 0.07% | +91+6.4% | Added |
| Dechtman Wealth Management, LLC | 1,515 | $242.0K | 0.07% | +6+0.4% | Added |
| Forza Wealth Management, LLC | 1,517 | $242.6K | 0.13% | −88−5.5% | Reduced |
| Deltec Asset Management LLC | 1,522 | $243.4K | 0.06% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 1,525 | $244.0K | 0.21% | +9+0.6% | Added |
| Lyell Wealth Management, LP | 1,527 | $244.2K | 0.03% | 00.0% | Unchanged |
| Transform Wealth, LLC | 1,529 | $244.5K | 0.03% | −638−29.4% | Reduced |
| Klingenstein Fields & Co LP | 1,531 | $244.9K | 0.01% | +160+11.7% | Added |
| Hoxton Planning & Management, LLC | 1,532 | $245.0K | 0.16% | −147−8.8% | Reduced |