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 7 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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 1,540 | $246.3K | 0.03% | +1,540 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,546 | $247.3K | 0.33% | −215−12.2% | Reduced |
| Broderick Brian C | 1,550 | $247.9K | 0.07% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,550 | $247.9K | 0.05% | +13+0.8% | Added |
| Round Rock Advisors, LLC | 1,553 | $248.4K | 0.09% | 00.0% | Unchanged |
| Clean Yield Group | 1,575 | $249.2K | 0.11% | −41−2.5% | Reduced |
| Firestone Capital Management | 1,563 | $250.0K | 0.09% | +1+0.1% | Added |
| Atlas Wealth LLC | 1,563 | $250.0K | 0.05% | 00.0% | Unchanged |
| Seascape Capital Management | 1,566 | $250.0K | 0.12% | +15+1.0% | Added |
| HBW Advisory Services LLC | 1,569 | $251.0K | 0.05% | −429−21.5% | Reduced |
| Schrum Private Wealth Management LLC | 1,572 | $251.4K | 0.29% | +2+0.1% | Added |
| Flynn Zito Capital Management, LLC | 1,575 | $251.9K | 0.18% | +31+2.0% | Added |
| Private Capital Management LLC | 1,576 | $252.1K | 0.07% | +59+3.9% | Added |
| Financial Perspectives, Inc | 1,577 | $252.2K | 0.12% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,578 | $252.4K | 0.09% | +3+0.2% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,584 | $253.3K | 0.23% | +18+1.1% | Added |
| Davidson Trust Co | 1,586 | $253.6K | 0.19% | +2+0.1% | Added |
| Eagle Strategies LLC | 1,587 | $253.9K | 0.06% | +3+0.2% | Added |
| Key Financial Inc | 1,588 | $254.0K | 0.09% | +16+1.0% | Added |
| Collaborative Wealth Managment Inc. | 1,599 | $255.7K | 0.15% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 1,600 | $255.9K | 0.10% | 00.0% | Unchanged |
| WJ Interests, LLC | 1,600 | $255.9K | 0.18% | 00.0% | Unchanged |
| Centric Wealth Management | 1,603 | $256.4K | 0.11% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,607 | $257.0K | 0.20% | 00.0% | Unchanged |
| WPWealth LLP | 1,609 | $257.4K | 0.10% | −112−6.5% | Reduced |
| Financial Advisors, LLC | 1,613 | $258.0K | 0.06% | +4+0.2% | Added |
| Vishria Bird Financial Group, LLC | 1,616 | $258.0K | 0.15% | −59−3.5% | Reduced |
| Intelligent Financial Strategies | 1,615 | $258.3K | 0.19% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,616 | $258.4K | 0.07% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,616 | $258.4K | 0.06% | +1,616 | New |
| Geller Advisors LLC | 1,619 | $258.9K | 0.03% | −62−3.7% | Reduced |
| ETF Store, Inc. | 1,607 | $259.6K | 0.19% | −5−0.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,625 | $259.9K | 0.27% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,627 | $260.2K | 0.08% | +684+72.5% | Added |
| Corrado Advisors, LLC | 1,627 | $260.2K | 0.18% | +1,627 | New |
| Condor Capital Management | 1,630 | $260.7K | 0.03% | +1,630 | New |
| Terril Brothers, Inc. | 1,633 | $261.2K | 0.13% | +199+13.9% | Added |
| Arcus Capital Partners, LLC | 1,633 | $261.2K | 0.08% | −33−2.0% | Reduced |
| Avenir Corp | 1,636 | $261.6K | 0.02% | 00.0% | Unchanged |
| LGL Partners, LLC | 1,637 | $261.9K | 0.05% | −198−10.8% | Reduced |
| Gateway Advisory, LLC | 1,643 | $262.8K | 0.05% | +65+4.1% | Added |
| Falcon Wealth Planning | 1,646 | $263.2K | 0.06% | +30+1.9% | Added |
| Ellevest, Inc. | 1,654 | $264.6K | 0.02% | −51−3.0% | Reduced |
| Bouchey Financial Group Ltd | 1,656 | $264.9K | 0.03% | +1,656 | New |
| Levin Capital Strategies, L.P. | 1,657 | $265.0K | 0.03% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 1,667 | $266.6K | 0.14% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,668 | $266.7K | 0.03% | +100+6.4% | Added |
| Mirador Capital Partners LP | 1,669 | $266.9K | 0.06% | −337−16.8% | Reduced |
| Crabel Capital Management, LLC | 1,667 | $267.0K | 0.21% | +1,667 | New |
| Horizon Wealth Management, LLC | 1,671 | $267.2K | 0.11% | +5+0.3% | Added |
| Carl P. Sherr & Co., LLC | 1,671 | $267.3K | 0.18% | −166−9.0% | Reduced |
| Apexium Financial, LP | 1,674 | $267.7K | 0.03% | −39−2.3% | Reduced |
| Schmidt P J Investment Management Inc | 1,666 | $267.9K | 0.06% | +45+2.8% | Added |
| Berkeley Capital Partners, LLC | 1,676 | $268.0K | 0.10% | +3+0.2% | Added |
| Cassia Capital Partners, LLC | 1,677 | $268.2K | 0.22% | 00.0% | Unchanged |
| Verum Partners LLC | 1,679 | $268.5K | 0.12% | +1,679 | New |
| Collective Family Office LLC | 1,686 | $269.6K | 0.11% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16,858 | $270.0K | 0.07% | −193−1.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,689 | $270.1K | 0.14% | +1,689 | New |
| One Wealth Advisors, LLC | 1,693 | $270.8K | 0.06% | −38−2.2% | Reduced |
| Tower Wealth Partners, Inc. | 1,703 | $272.4K | 0.22% | +250+17.2% | Added |
| West Wealth Group, LLC | 1,704 | $272.6K | 0.12% | +36+2.2% | Added |
| Boyd Watterson Asset Management LLC | 1,707 | $273.0K | 0.12% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,709 | $273.3K | 0.27% | −148−8.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,711 | $273.6K | 0.06% | −29−1.7% | Reduced |
| German American Bancorp, Inc. | 1,712 | $273.8K | 0.04% | −923−35.0% | Reduced |
| V2 Financial group LLC | 1,712 | $273.8K | 0.21% | −1,000−36.9% | Reduced |
| Carmel Capital Partners, LLC | 1,713 | $274.0K | 0.12% | −105−5.8% | Reduced |
| TAP Consulting, LLC | 1,713 | $274.0K | 0.07% | +376+28.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,702 | $274.0K | 0.20% | +41+2.5% | Added |
| Lockerman Financial Group, Inc. | 1,715 | $274.3K | 0.74% | −57−3.2% | Reduced |
| Matrix Asset Advisors Inc | 1,715 | $274.3K | 0.04% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,716 | $274.4K | 0.17% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 1,719 | $274.9K | 0.11% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,722 | $275.4K | 0.04% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 1,712 | $275.6K | 0.23% | +1+0.1% | Added |
| Phillips Wealth Planners LLC | 1,715 | $275.7K | 0.37% | +159+10.2% | Added |
| Versant Capital Management, Inc | 1,724 | $275.7K | 0.09% | −193−10.1% | Reduced |
| Poehling Capital Management, LLC | 1,742 | $278.6K | 0.10% | +381+28.0% | Added |
| Bond & Devick Financial Network, Inc. | 1,747 | $279.4K | 0.18% | −100−5.4% | Reduced |
| Mokosak Advisory Group, LLC | 1,746 | $279.5K | 0.11% | +5+0.3% | Added |
| Triad Financial Advisors, Inc. | 1,761 | $281.8K | 0.10% | +160+10.0% | Added |
| Hillsdale Investment Management Inc. | 1,762 | $281.8K | 0.03% | +920+109.3% | Added |
| Financial Strategies Group, Inc. | 1,747 | $282.0K | 0.09% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 1,765 | $282.3K | 0.09% | −38−2.1% | Reduced |
| Montis Financial, LLC | 1,766 | $282.4K | 0.19% | +50+2.9% | Added |
| Operose Advisors LLC | 1,774 | $283.7K | 0.11% | +1,394+366.8% | Added |
| Pettinga Financial Advisors, LLC | 1,776 | $284.0K | 0.09% | −478−21.2% | Reduced |
| Schoolcraft Capital LLC | 1,777 | $284.2K | 0.08% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,778 | $284.3K | 0.19% | +68+4.0% | Added |
| Cornerstone Retirement Group, Inc. | 1,779 | $284.6K | 0.08% | +18+1.0% | Added |
| Lodestone Wealth Management LLC | 1,783 | $285.2K | 0.20% | −36−2.0% | Reduced |
| Hanlon Investment Management, Inc. | 1,784 | $285.3K | 0.09% | +305+20.6% | Added |
| United Bank | 1,785 | $285.5K | 0.17% | −546−23.4% | Reduced |
| Norway Savings Bank | 1,791 | $286.4K | 0.14% | −50−2.7% | Reduced |
| Pinnacle Family Advisors, LLC | 1,792 | $286.7K | 0.16% | −215−10.7% | Reduced |
| Family Asset Management, LLC | 1,793 | $286.8K | 0.21% | −86−4.6% | Reduced |
| Centurion Wealth Management LLC | 1,793 | $286.8K | 0.14% | −90−4.8% | Reduced |
| Family Investment Center, Inc. | 1,800 | $287.8K | 0.17% | +2+0.1% | Added |
| Goodwin Daniel L | 1,800 | $287.9K | 0.14% | 00.0% | Unchanged |