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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Western Pacific Wealth Management, LP | 1,804 | $288.5K | 0.24% | +47+2.7% | Added |
| Columbia Trust Co 01012016 | 1,804 | $288.5K | 0.17% | +199+12.4% | Added |
| Prosperity Financial Group, Inc. | 1,811 | $289.6K | 0.24% | +275+17.9% | Added |
| Stordahl Capital Management, Inc. | 1,814 | $290.2K | 0.09% | −150−7.6% | Reduced |
| Renaissance Investment Group LLC | 1,819 | $290.9K | 0.08% | −10−0.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,823 | $291.0K | 0.14% | +77+4.4% | Added |
| WP Advisors, LLC | 1,823 | $291.5K | 0.12% | −90−4.7% | Reduced |
| MB, Levis & Associates, LLC | 1,824 | $291.6K | 0.19% | +6+0.3% | Added |
| Fiducient Advisors LLC | 1,826 | $292.0K | 0.02% | +1,826 | New |
| Meixler Investment Management, Ltd. | 1,827 | $292.2K | 0.26% | −672−26.9% | Reduced |
| Nelson Capital Management, LLC | 1,827 | $292.2K | 0.07% | +1,827 | New |
| Peak Asset Management, LLC | 1,830 | $292.7K | 0.07% | −9−0.5% | Reduced |
| Pegasus Partners Ltd. | 1,834 | $293.3K | 0.04% | +209+12.9% | Added |
| Southland Equity Partners LLC | 1,838 | $293.9K | 0.10% | +44+2.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 1,840 | $294.0K | 0.31% | 00.0% | Unchanged |
| Ewa, LLC | 1,759 | $295.0K | 0.19% | +215+13.9% | Added |
| BCS Wealth Management | 1,845 | $295.0K | 0.12% | +1,845 | New |
| BlackDiamond Wealth Management Inc. | 1,811 | $295.2K | 0.27% | −12−0.7% | Reduced |
| NCM Capital Management, LLC | 1,847 | $295.4K | 0.21% | +66+3.7% | Added |
| Redwood Financial Network Corp | 1,861 | $297.7K | 0.32% | −133−6.7% | Reduced |
| West Paces Advisors Inc. | 1,864 | $298.1K | 0.09% | −427−18.6% | Reduced |
| Baron Wealth Management LLC | 1,869 | $298.9K | 0.19% | +14+0.8% | Added |
| Amplius Wealth Advisors, LLC | 1,871 | $299.2K | 0.04% | −51−2.7% | Reduced |
| Commons Capital, LLC | 1,876 | $300.0K | 0.52% | +19+1.0% | Added |
| Crown Wealth Group, LLC | 1,883 | $301.2K | 0.23% | +1,883 | New |
| Oliver Lagore Vanvalin Investment Group | 1,890 | $302.2K | 0.12% | −2−0.1% | Reduced |
| Fortis Group Advisors, LLC | 2,053 | $302.7K | 0.09% | −840−29.0% | Reduced |
| Summitry LLC | 1,894 | $302.9K | 0.02% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,896 | $303.2K | 0.18% | +275+17.0% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,897 | $303.4K | 0.26% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,902 | $304.2K | 0.06% | +28+1.5% | Added |
| Goepper Burkhardt LLC | 1,905 | $304.7K | 0.19% | 00.0% | Unchanged |
| Tillman Hartley LLC | 1,907 | $305.0K | 0.13% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,908 | $305.2K | 0.23% | +63+3.4% | Added |
| Granite Harbor Advisors, Inc. | 1,909 | $305.3K | 0.25% | +26+1.4% | Added |
| Armstrong Henry H Associates Inc | 1,914 | $306.1K | 0.03% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,914 | $306.2K | 0.05% | −39−2.0% | Reduced |
| Mayflower Financial Advisors, LLC | 1,915 | $306.2K | 0.05% | +184+10.6% | Added |
| Tealwood Asset Management Inc | 1,918 | $307.0K | 0.16% | 00.0% | Unchanged |
| NinePointTwo Capital | 1,921 | $307.0K | 0.13% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 1,921 | $307.2K | 0.16% | −12−0.6% | Reduced |
| Lauterbach Financial Advisors, LLC | 1,925 | $307.8K | 0.24% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 1,928 | $308.0K | 0.14% | +21+1.1% | Added |
| Resonant Capital Advisors, LLC | 1,926 | $308.0K | 0.03% | +430+28.7% | Added |
| Kraft, Davis & Associates, LLC | 1,945 | $310.2K | 0.12% | −1−0.1% | Reduced |
| Claris Advisors, LLC | 1,940 | $310.3K | 0.20% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,943 | $310.8K | 0.12% | +3+0.2% | Added |
| Sentinel Trust Co Lba | 1,943 | $311.0K | 0.04% | +79+4.2% | Added |
| MBA Advisors LLC | 1,946 | $311.2K | 0.19% | +1+0.1% | Added |
| GM Advisory Group, Inc. | 1,954 | $312.5K | 0.03% | +289+17.4% | Added |
| Echo45 Advisors LLC | 1,957 | $313.0K | 0.27% | −21−1.1% | Reduced |
| Mezzasalma Advisors, LLC | 1,962 | $313.8K | 0.19% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 1,962 | $313.8K | 0.14% | +125+6.8% | Added |
| Planning Center, Inc. | 1,966 | $314.4K | 0.08% | −65−3.2% | Reduced |
| Plan Group Financial, LLC | 1,969 | $314.8K | 0.23% | +1,969 | New |
| Beacon Financial Advisory LLC | 1,969 | $314.9K | 0.17% | +110+5.9% | Added |
| Stanley-Laman Group, Ltd. | 1,969 | $314.9K | 0.05% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,971 | $315.2K | 0.09% | +7+0.4% | Added |
| SFG Wealth Management, LLC. | 1,973 | $315.5K | 0.25% | +2+0.1% | Added |
| Phillips Financial Management, LLC | 1,974 | $315.7K | 0.03% | +14+0.7% | Added |
| Tranquility Partners, LLC | 1,978 | $316.4K | 0.14% | +319+19.2% | Added |
| Grey Street Capital, LLC | 1,979 | $316.5K | 0.18% | −5−0.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,981 | $316.9K | 0.07% | +24+1.2% | Added |
| MinichMacGregor Wealth Management, LLC | 1,984 | $317.3K | 0.11% | −95−4.6% | Reduced |
| LWMG, LLC | 1,985 | $317.5K | 0.09% | −229−10.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,990 | $318.3K | 0.17% | +674+51.2% | Added |
| Alera Investment Advisors, LLC | 1,991 | $318.4K | 0.05% | −161−7.5% | Reduced |
| Wedgewood Investors Inc | 1,993 | $318.7K | 0.43% | 00.0% | Unchanged |
| M. Kraus & Co | 1,996 | $319.2K | 0.11% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 1,998 | $319.5K | 0.21% | +72+3.7% | Added |
| Bluesphere Advisors, LLC | 2,005 | $320.7K | 0.23% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,008 | $321.1K | 0.12% | +69+3.6% | Added |
| Bridge Advisory, LLC | 2,010 | $321.4K | 0.11% | +354+21.4% | Added |
| Objective Capital Management, LLC | 2,012 | $321.8K | 0.29% | +46+2.3% | Added |
| Exchange Capital Management, Inc. | 2,014 | $322.1K | 0.06% | −70−3.4% | Reduced |
| Magnolia Capital Management Ltd | 2,020 | $323.0K | 0.31% | 00.0% | Unchanged |
| CKW Financial Group | 2,019 | $323.0K | 0.05% | 00.0% | Unchanged |
| Gibson Capital, LLC | 2,023 | $323.5K | 0.09% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 2,024 | $323.7K | 0.02% | +2,024 | New |
| Financial Advisors Network, Inc. | 2,024 | $323.7K | 0.07% | +2,024 | New |
| Fortress Wealth Group, LLC | 2,035 | $323.7K | 0.22% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 2,026 | $324.0K | 0.12% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 2,028 | $324.3K | 0.09% | +133+7.0% | Added |
| Thrive Wealth Management, LLC | 2,031 | $324.8K | 0.09% | +123+6.4% | Added |
| Sage Private Wealth Group, LLC | 2,032 | $325.0K | 0.45% | +22+1.1% | Added |
| Cutter & CO Brokerage, Inc. | 2,033 | $325.2K | 0.10% | +2+0.1% | Added |
| Pallas Capital Advisors LLC | 1,995 | $325.2K | 0.02% | +144+7.8% | Added |
| Aua Capital Management, LLC | 2,034 | $325.3K | 0.24% | +281+16.0% | Added |
| Evergreen Wealth Management, LLC | 2,035 | $325.5K | 0.26% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 2,036 | $325.6K | 0.25% | +278+15.8% | Added |
| Redwood Wealth Management Group, LLC | 2,038 | $325.9K | 0.38% | +10.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,038 | $326.0K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 2,038 | $326.0K | 0.03% | −138−6.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,069 | $326.2K | 0.27% | −975−32.0% | Reduced |
| McDaniel Terry & Co | 2,042 | $327.0K | 0.03% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,043 | $327.1K | 0.06% | +74+3.8% | Added |
| Unique Wealth, LLC | 2,046 | $327.3K | 0.14% | −400−16.4% | Reduced |
| Hummer Financial Advisory Services Inc | 2,055 | $328.7K | 0.34% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,067 | $330.6K | 0.07% | +3+0.1% | Added |
| Northeast Financial Consultants Inc | 2,068 | $330.7K | 0.02% | 00.0% | Unchanged |