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 |
|---|---|---|---|---|---|
| Private Capital Management, LLC | 2,069 | $330.9K | 0.04% | −13−0.6% | Reduced |
| Synergy Financial Management, LLC | 2,069 | $331.0K | 0.07% | +2,069 | New |
| Warwick Investment Management, Inc. | 2,074 | $331.7K | 0.12% | +2+0.1% | Added |
| Second Half Financial Partners, LLC | 2,076 | $332.1K | 0.17% | −19,053−90.2% | Reduced |
| Kure Advisory, LLC | 2,079 | $332.5K | 0.19% | +2,079 | New |
| Arista Wealth Management, LLC | 2,082 | $333.0K | 0.13% | −1,942−48.3% | Reduced |
| Van Cleef Asset Management,Inc | 2,100 | $335.9K | 0.05% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 2,101 | $336.0K | 0.34% | +10.0% | Added |
| Oakwell Private Wealth Management, LLC | 2,102 | $336.2K | 0.14% | −300−12.5% | Reduced |
| Univest Financial Corp | 2,103 | $336.3K | 0.11% | −69−3.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,104 | $336.4K | 0.15% | −4−0.2% | Reduced |
| Engrave Wealth Partners LLC | 2,104 | $336.5K | 0.10% | +100+5.0% | Added |
| Zions Bancorporation, N.A. | 2,105 | $336.7K | 0.03% | −2−0.1% | Reduced |
| Opal Wealth Advisors, LLC | 2,105 | $336.7K | 0.20% | +127+6.4% | Added |
| Leonteq Securities AG | 2,107 | $337.0K | 0.04% | −2,855−57.5% | Reduced |
| Financial Management Professionals, Inc. | 2,105 | $337.0K | 0.06% | −54−2.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 2,108 | $337.1K | 0.32% | −87−4.0% | Reduced |
| Sovereign Financial Group, Inc. | 2,122 | $339.4K | 0.12% | −14−0.7% | Reduced |
| Fidelity D & D Bancorp Inc | 2,124 | $339.7K | 0.35% | +2,124 | New |
| Total Clarity Wealth Management, Inc. | 2,125 | $339.8K | 0.16% | +308+17.0% | Added |
| River Wealth Advisors LLC | 2,126 | $340.1K | 0.06% | −56−2.6% | Reduced |
| EdgeRock Capital LLC | 2,130 | $340.7K | 0.21% | +422+24.7% | Added |
| Castleview Partners, LLC | 2,131 | $340.8K | 0.31% | −27−1.3% | Reduced |
| Bank of Nova Scotia Trust Co | 2,134 | $341.3K | 0.04% | −263−11.0% | Reduced |
| Koss-Olinger Consulting, LLC | 2,137 | $342.0K | 0.05% | −66−3.0% | Reduced |
| Concentric Wealth Management, LLC | 2,141 | $342.5K | 0.11% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2,146 | $343.0K | 0.01% | −370−14.7% | Reduced |
| Brown Miller Wealth Management, LLC | 2,147 | $343.4K | 0.19% | +10.0% | Added |
| Insight Folios Inc | 2,149 | $343.7K | 0.17% | −264−10.9% | Reduced |
| Bernardo Wealth Planning LLC | 2,151 | $344.1K | 0.14% | 00.0% | Unchanged |
| New Republic Capital, LLC | 2,153 | $344.3K | 0.28% | +13+0.6% | Added |
| Legacy Advisors, LLC | 2,155 | $344.6K | 0.06% | +506+30.7% | Added |
| Lawson Kroeker Investment Management Inc | 2,167 | $346.6K | 0.08% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,169 | $346.9K | 0.11% | −31−1.4% | Reduced |
| Front Barnett Associates LLC | 2,168 | $347.0K | 0.04% | −103−4.5% | Reduced |
| Guyasuta Investment Advisors Inc | 2,172 | $347.4K | 0.03% | +52+2.5% | Added |
| Inspire Advisors, LLC | 2,175 | $347.9K | 0.06% | +226+11.6% | Added |
| Holland Advisory Services, Inc. | 2,179 | $348.5K | 0.44% | +858+65.0% | Added |
| Lion Street Advisors, LLC | 2,182 | $349.0K | 0.11% | −74−3.3% | Reduced |
| HHM Wealth Advisors, LLC | 2,185 | $349.5K | 0.07% | +480+28.2% | Added |
| Northside Capital Management, LLC | 2,186 | $349.6K | 0.08% | 00.0% | Unchanged |
| Partners in Financial Planning | 2,191 | $350.4K | 0.09% | +400+22.3% | Added |
| Villere St Denis J & Co LLC | 2,194 | $350.9K | 0.03% | 00.0% | Unchanged |
| Slagle Financial, LLC | 2,198 | $351.4K | 0.22% | +167+8.2% | Added |
| Rollins Financial | 2,197 | $351.4K | 0.09% | +66+3.1% | Added |
| JNBA Financial Advisors | 2,205 | $352.6K | 0.04% | −28−1.3% | Reduced |
| Arcataur Capital Management LLC | 2,207 | $353.0K | 0.15% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,211 | $353.6K | 0.12% | −57−2.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 2,212 | $353.8K | 0.14% | +2,212 | New |
| ERn Financial, LLC | 2,218 | $354.8K | 0.08% | −264−10.6% | Reduced |
| Sutton Wealth Advisors Inc. | 2,219 | $354.9K | 0.17% | +77+3.6% | Added |
| Inspirion Wealth Advisors, LLC | 2,221 | $355.2K | 0.07% | +150+7.2% | Added |
| E Fund Management Co., Ltd. | 2,227 | $356.0K | 0.03% | −116−5.0% | Reduced |
| Briggs Advisory Group, Inc. | 2,228 | $356.4K | 0.20% | −50−2.2% | Reduced |
| Centerpoint Advisors, LLC | 2,234 | $357.0K | 0.15% | +125+5.9% | Added |
| Cannon Financial Strategists, Inc. | 2,236 | $357.6K | 0.09% | +60+2.8% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,236 | $357.6K | 0.08% | +211+10.4% | Added |
| Sustainable Insight Capital Management, LLC | 2,237 | $357.8K | 0.35% | −2,500−52.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,241 | $358.4K | 0.01% | −300−11.8% | Reduced |
| Cedrus LLC | 2,241 | $358.4K | 0.25% | −60−2.6% | Reduced |
| Capstone Wealth Management Group, LLC | 2,243 | $358.7K | 0.37% | +2,243 | New |
| Fermata Advisors, LLC | 2,241 | $359.0K | 0.10% | +2,241 | New |
| Van Strum & Towne Inc. | 2,247 | $359.4K | 0.15% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,248 | $359.5K | 0.14% | −187−7.7% | Reduced |
| Atticus Wealth Management, LLC | 2,252 | $360.1K | 0.14% | −259−10.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,252 | $360.2K | 0.10% | +66+3.0% | Added |
| Stephens Consulting, LLC | 2,255 | $360.7K | 0.15% | −200−8.1% | Reduced |
| Kaydan Wealth Management, Inc. | 2,256 | $360.8K | 0.14% | −32−1.4% | Reduced |
| RWM Asset Management, LLC | 2,260 | $361.5K | 0.07% | +667+41.9% | Added |
| Michael S. Ryan, Inc. | 2,226 | $363.8K | 0.35% | +139+6.7% | Added |
| Arden Trust Co | 2,280 | $364.6K | 0.06% | +9+0.4% | Added |
| Gateway Wealth Partners, LLC | 2,286 | $365.7K | 0.07% | −447−16.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,285 | $365.8K | 0.29% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 2,294 | $366.9K | 0.17% | +2,294 | New |
| Angeles Wealth Management, LLC | 2,297 | $367.4K | 0.05% | +47+2.1% | Added |
| Sittner & Nelson, LLC | 2,306 | $368.8K | 0.21% | −20−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 2,308 | $369.1K | 0.04% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 2,312 | $369.8K | 0.28% | −330−12.5% | Reduced |
| Formidable Asset Management, LLC | 2,316 | $370.4K | 0.08% | −100−4.1% | Reduced |
| M&R Capital Management Inc | 2,331 | $372.8K | 0.10% | +54+2.4% | Added |
| DDFG, Inc | 2,333 | $373.2K | 0.14% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 2,336 | $373.6K | 0.21% | −28−1.2% | Reduced |
| Chesapeake Asset Management LLC | 2,339 | $374.1K | 0.36% | +24+1.0% | Added |
| Advance Capital Management, Inc. | 2,345 | $375.1K | 0.03% | +16+0.7% | Added |
| Paragon Capital Management LLC | 2,347 | $375.4K | 0.22% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 2,348 | $375.4K | 0.11% | +512+27.9% | Added |
| Legacy Financial Group LLC | 2,359 | $377.2K | 0.09% | +2,359 | New |
| MPS Loria Financial Planners, LLC | 2,366 | $378.4K | 0.15% | 00.0% | Unchanged |
| Gries Financial LLC | 2,367 | $378.5K | 0.10% | +2,367 | New |
| Aprio Wealth Management, LLC | 2,368 | $378.7K | 0.10% | +752+46.5% | Added |
| Fort, L.P. | 2,368 | $378.7K | 1.05% | +485+25.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,374 | $379.7K | 0.18% | −30−1.2% | Reduced |
| Stewart & Patten Co LLC | 2,376 | $380.0K | 0.07% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 2,379 | $380.5K | 0.27% | +2,379 | New |
| Capital Markets Trading UK LLP | 2,381 | $381.0K | 0.33% | −2,242−48.5% | Reduced |
| 1620 Investment Advisors, Inc. | 2,386 | $381.6K | 0.44% | +24+1.0% | Added |
| American Institute for Advanced Investment Management, LLP | 2,390 | $382.2K | 0.35% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 2,390 | $382.2K | 0.41% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,395 | $383.1K | 0.37% | 00.0% | Unchanged |
| Tufton Capital Management | 2,397 | $383.4K | 0.09% | +21+0.9% | Added |