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
- 2,930
- +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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Maple Capital Management, Inc. | 2,401 | $384.0K | 0.04% | +185+8.3% | Added |
| Sweeney & Michel, LLC | 2,339 | $384.4K | 0.20% | +4+0.2% | Added |
| Chilton Investment Co LLC | 2,410 | $385.4K | 0.01% | +310+14.8% | Added |
| Live Oak Investment Partners | – | $385.8K | 0.33% | – | – |
| Gemmer Asset Management LLC | 2,415 | $386.2K | 0.05% | +279+13.1% | Added |
| Levy Wealth Management Group, LLC | 2,423 | $387.6K | 0.12% | +7+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 2,425 | $387.8K | 0.05% | −55−2.2% | Reduced |
| Olistico Wealth, LLC | 2,425 | $387.8K | 0.35% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2,431 | $388.8K | 0.13% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 2,414 | $389.0K | 0.21% | +2,414 | New |
| Gallacher Capital Management LLC | 2,433 | $389.1K | 0.24% | −25−1.0% | Reduced |
| Blossom Wealth Management | 2,435 | $389.4K | 1.25% | +22+0.9% | Added |
| OneAscent Wealth Management LLC | 2,440 | $390.0K | 0.17% | +2,440 | New |
| Global Financial Private Client, LLC | 2,446 | $391.6K | 0.20% | −25−1.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,451 | $392.0K | 0.21% | +301+14.0% | Added |
| David J Yvars Group | 2,452 | $392.2K | 0.33% | +2+0.1% | Added |
| Capital Square, LLC | 2,429 | $392.4K | 0.53% | +10.0% | Added |
| Fortis Advisors, LLC | 2,459 | $393.3K | 0.30% | 00.0% | Unchanged |
| Curi Capital | 2,464 | $394.0K | 0.06% | −23−0.9% | Reduced |
| Empirical Asset Management, LLC | 2,465 | $394.3K | 0.34% | −79−3.1% | Reduced |
| Firethorn Wealth Partners, LLC | 2,476 | $395.9K | 0.30% | +10+0.4% | Added |
| Iron Financial, LLC | 2,478 | $396.3K | 0.23% | −3,801−60.5% | Reduced |
| McLean Asset Management Corp | 2,517 | $396.6K | 0.16% | +5+0.2% | Added |
| Founders Capital Management, LLC | 2,480 | $396.6K | 0.09% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 2,491 | $398.4K | 0.06% | −555−18.2% | Reduced |
| S&CO Inc | 2,500 | $399.0K | 0.03% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 2,500 | $399.6K | 0.01% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,500 | $399.8K | 0.29% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,501 | $400.0K | 0.11% | +2,501 | New |
| Stonebridge Capital Management Inc | 2,500 | $400.0K | 0.22% | 00.0% | Unchanged |
| Biechele Royce Advisors | 2,513 | $402.0K | 0.15% | −45−1.8% | Reduced |
| FirstPurpose Wealth LLC | 2,523 | $403.5K | 0.17% | −120−4.5% | Reduced |
| Alpha Omega Wealth Management LLC | 2,525 | $403.8K | 0.07% | −75−2.9% | Reduced |
| Principal Street Partners, LLC | 2,536 | $405.4K | 0.08% | +2,536 | New |
| Independent Family Office, LLC | 2,540 | $406.2K | 0.25% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,425 | $406.7K | 0.10% | +137+6.0% | Added |
| Howard Financial Services, Ltd. | 2,544 | $406.9K | 0.09% | −193−7.1% | Reduced |
| Advanced Portfolio Management, LLC | 2,548 | $407.5K | 0.36% | −5,821−69.6% | Reduced |
| Benedetti & Gucer, Inc. | 2,550 | $407.8K | 0.22% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 2,556 | $408.8K | 0.51% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,562 | $409.7K | 0.04% | +340+15.3% | Added |
| Kooman & Associates | 2,571 | $411.2K | 0.21% | −29−1.1% | Reduced |
| Seed Wealth Management, Inc. | 2,575 | $411.8K | 0.46% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 2,581 | $412.7K | 0.10% | +469+22.2% | Added |
| PEAK6 Investments LLC | 2,582 | $412.9K | 0.02% | +2,578+64,450.0% | Added |
| Truvestments Capital LLC | 2,586 | $413.6K | 0.22% | +100+4.0% | Added |
| Pinnacle Bancorp, Inc. | 2,604 | $416.5K | 0.15% | +78+3.1% | Added |
| Element Wealth, LLC | 2,615 | $418.2K | 0.30% | −27−1.0% | Reduced |
| Klingman & Associates, LLC | 2,618 | $418.7K | 0.03% | +498+23.5% | Added |
| AXS Investments LLC | 2,623 | $419.5K | 0.11% | −987−27.3% | Reduced |
| Bristlecone Advisors, LLC | 2,628 | $420.3K | 0.05% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,628 | $420.3K | 0.03% | −36−1.4% | Reduced |
| First Business Financial Services, Inc. | 2,640 | $422.2K | 0.05% | +199+8.2% | Added |
| Jackson Wealth Management, LLC | 2,650 | $424.0K | 0.06% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 2,651 | $424.0K | 0.29% | +9+0.3% | Added |
| Spotlight Asset Group, Inc. | 2,653 | $424.3K | 0.38% | +11+0.4% | Added |
| TFG Advisers LLC | 2,655 | $424.7K | 0.20% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,658 | $425.1K | 0.07% | +204+8.3% | Added |
| Addison Advisors LLC | 2,658 | $425.1K | 0.20% | −115−4.1% | Reduced |
| Congress Wealth Management LLC | 2,668 | $426.7K | 0.01% | −309−10.4% | Reduced |
| Hardy Reed LLC | 2,671 | $427.2K | 0.08% | 00.0% | Unchanged |
| Sym Financial Corp | 2,681 | $428.7K | 0.08% | +1,008+60.3% | Added |
| First National Bank | 2,682 | $428.9K | 0.37% | −157−5.5% | Reduced |
| Connecticut Wealth Management, LLC | 2,683 | $429.0K | 0.03% | +23+0.9% | Added |
| Angeles Investment Advisors, LLC | 2,683 | $429.1K | 0.03% | −126−4.5% | Reduced |
| Jacobsen Capital Management | 2,683 | $429.1K | 0.23% | +12+0.4% | Added |
| Strategic Wealth Designers | 2,685 | $429.4K | 0.08% | +14+0.5% | Added |
| Sciencast Management LP | 2,700 | $431.8K | 0.20% | +2,700 | New |
| Karpas Strategies, LLC | 2,701 | $431.9K | 0.16% | +8+0.3% | Added |
| Wealth Dimensions Group, Ltd. | 2,706 | $432.7K | 0.16% | +37+1.4% | Added |
| CWS Financial Advisors, LLC | 2,709 | $433.3K | 0.17% | +3+0.1% | Added |
| Oak Hill Wealth Advisors, LLC | 2,709 | $433.3K | 0.17% | +84+3.2% | Added |
| Horan Securities, Inc. | 2,712 | $433.8K | 0.23% | +32+1.2% | Added |
| NSI Retail Advisors, LLC | 2,713 | $434.0K | 0.09% | −600−18.1% | Reduced |
| Concentrum Wealth Management | 2,716 | $434.4K | 0.26% | −1,357−33.3% | Reduced |
| Rational Advisors LLC | 2,720 | $435.0K | 0.04% | +1,381+103.1% | Added |
| Prelude Capital Management, LLC | 2,723 | $435.5K | 0.04% | −578−17.5% | Reduced |
| Wedge Capital Management L L P | 2,728 | $436.3K | 0.01% | −92−3.3% | Reduced |
| Source Financial Advisors LLC | 2,736 | $437.6K | 0.15% | +95+3.6% | Added |
| Modus Advisors, LLC | 2,736 | $437.6K | 0.19% | +1,109+68.2% | Added |
| Hartford Funds Management Co LLC | 2,737 | $437.7K | 0.05% | +284+11.6% | Added |
| Global Wealth Strategies & Associates | 2,744 | $438.8K | 0.20% | 00.0% | Unchanged |
| Bank Hapoalim BM | 2,746 | $439.0K | 0.07% | −1,612−37.0% | Reduced |
| Advisory Resource Group | 2,751 | $440.0K | 0.12% | 00.0% | Unchanged |
| Vicus Capital | 2,752 | $440.1K | 0.05% | +232+9.2% | Added |
| Altus Wealth Group LLC | 2,756 | $440.7K | 0.28% | −10.0% | Reduced |
| Atlas Private Wealth Advisors | 2,759 | $441.4K | 0.08% | +2+0.1% | Added |
| MainStreet Investment Advisors LLC | 2,762 | $441.7K | 0.05% | +453+19.6% | Added |
| Advisory Research Inc | 2,772 | $443.3K | 0.06% | −12−0.4% | Reduced |
| Bell Bank | 2,774 | $443.6K | 0.05% | +592+27.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,781 | $444.7K | 0.03% | +701+33.7% | Added |
| Garrison Point Advisors, LLC | 2,781 | $444.7K | 0.34% | −34−1.2% | Reduced |
| Integrated Investment Consultants, LLC | 2,783 | $445.1K | 0.16% | −175−5.9% | Reduced |
| WSFS Capital Management, LLC | 2,783 | $445.1K | 0.03% | +1,314+89.4% | Added |
| Austin Asset Management Co Inc | 2,785 | $445.4K | 0.13% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,786 | $445.6K | 0.07% | +145+5.5% | Added |
| SC&H Financial Advisors, Inc. | 2,789 | $446.1K | 0.15% | −87−3.0% | Reduced |
| Warther Private Wealth, LLC | 2,790 | $446.3K | 0.30% | −572−17.0% | Reduced |
| Quantum Financial Advisors, LLC | 2,795 | $447.0K | 0.13% | +881+46.0% | Added |
| Provident Investment Management, Inc. | 2,796 | $447.2K | 0.05% | +45+1.6% | Added |