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 |
|---|---|---|---|---|---|
| LBMC Investment Advisors, LLC | 2,823 | $449.2K | 0.05% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,815 | $450.0K | 0.19% | +35+1.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,819 | $450.9K | 0.23% | +293+11.6% | Added |
| Charter Oak Capital Management, LLC | 2,823 | $451.4K | 0.06% | +627+28.6% | Added |
| CapWealth Advisors, LLC | 2,826 | $451.9K | 0.06% | −5−0.2% | Reduced |
| Worth Financial Advisory Group, LLC | 2,827 | $452.1K | 0.41% | −95−3.3% | Reduced |
| Ruggaard & Associates LLC | 2,835 | $453.4K | 0.27% | −75−2.6% | Reduced |
| Granite FO LLC | 2,838 | $453.9K | 0.32% | +65+2.3% | Added |
| Columbia Asset Management | 2,846 | $455.0K | 0.10% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 2,846 | $455.2K | 0.44% | −54−1.9% | Reduced |
| Bath Savings Trust Co | 2,854 | $456.4K | 0.06% | −20−0.7% | Reduced |
| Charter Research & Investment Group, Inc. | 2,854 | $456.4K | 0.41% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,863 | $457.9K | 0.26% | −275−8.8% | Reduced |
| First International Bank & Trust | 2,866 | $458.4K | 0.16% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 2,866 | $458.4K | 0.27% | +11+0.4% | Added |
| CCG Wealth Management, LLC | 2,870 | $459.0K | 0.30% | +104+3.8% | Added |
| Cable Hill Partners, LLC | 2,869 | $459.0K | 0.06% | +7+0.2% | Added |
| RDA Financial Network | 2,873 | $459.5K | 0.20% | +137+5.0% | Added |
| Walker Financial Services, Inc. | 2,879 | $460.5K | 0.45% | −284−9.0% | Reduced |
| Essential Planning, LLC. | 2,887 | $461.7K | 0.26% | 00.0% | Unchanged |
| Fusion Capital, LLC | 2,889 | $462.1K | 0.26% | −2−0.1% | Reduced |
| Zhang Financial LLC | 2,891 | $462.4K | 0.05% | +195+7.2% | Added |
| First City Capital Management, Inc. | 2,893 | $462.7K | 0.29% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 2,895 | $463.0K | 0.27% | −24,717−89.5% | Reduced |
| GeoWealth Management, LLC | 2,905 | $465.0K | 0.05% | +105+3.8% | Added |
| Gyroscope Capital Management Group, LLC | 2,916 | $466.4K | 0.11% | +1,116+62.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,923 | $467.4K | 0.13% | +10.0% | Added |
| BLB&B Advisors, LLC | 2,923 | $467.5K | 0.03% | +346+13.4% | Added |
| Well Done, LLC | 2,931 | $468.8K | 0.10% | −8−0.3% | Reduced |
| Culbertson A N & Co Inc | 2,932 | $468.9K | 0.09% | 00.0% | Unchanged |
| Diversified, LLC | 2,932 | $468.9K | 0.12% | −69−2.3% | Reduced |
| Grandfield & Dodd, LLC | 2,942 | $470.5K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,942 | $470.6K | 0.12% | +5+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 2,943 | $470.7K | 0.26% | +9+0.3% | Added |
| Baldwin Investment Management, LLC | 2,950 | $471.8K | 0.08% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,951 | $471.9K | 0.21% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2,958 | $473.0K | 0.17% | +90+3.1% | Added |
| Aull & Monroe Investment Management Corp | 2,974 | $475.6K | 0.25% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 2,975 | $475.8K | 0.33% | −285−8.7% | Reduced |
| Lantz Financial LLC | 2,976 | $476.0K | 0.19% | +18+0.6% | Added |
| Teamwork Financial Advisors, LLC | 2,979 | $476.4K | 0.08% | +253+9.3% | Added |
| Rather & Kittrell, Inc. | 2,983 | $477.1K | 0.19% | −10−0.3% | Reduced |
| Montgomery Investment Management Inc | 3,004 | $480.5K | 0.17% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 3,006 | $480.8K | 0.11% | +600+24.9% | Added |
| Hills Bank & Trust Co | 3,011 | $481.5K | 0.06% | −116−3.7% | Reduced |
| First Bank & Trust | 3,012 | $481.7K | 0.13% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,013 | $482.0K | 0.14% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 3,016 | $482.0K | 0.27% | 00.0% | Unchanged |
| Norris Perne & French LLP | 3,019 | $482.8K | 0.04% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 3,031 | $484.7K | 0.48% | 00.0% | Unchanged |
| Truadvice, LLC | 2,918 | $484.9K | 0.19% | −900−23.6% | Reduced |
| Keystone Wealth Services, LLC | 3,033 | $485.1K | 0.18% | −194−6.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,040 | $486.0K | 0.11% | +112+3.8% | Added |
| Avondale Wealth Management | 3,050 | $487.8K | 0.43% | −900−22.8% | Reduced |
| McRae Capital Management Inc | 3,050 | $487.8K | 0.14% | −100−3.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 3,059 | $489.3K | 0.50% | −22−0.7% | Reduced |
| Sterling Investment Advisors LLC | 3,060 | $489.5K | 0.31% | +10+0.3% | Added |
| Samalin Investment Counsel, LLC | 3,061 | $489.6K | 0.28% | +4+0.1% | Added |
| One Charles Private Wealth Services, LLC | 3,064 | $490.1K | 0.29% | −15−0.5% | Reduced |
| Apella Capital, LLC | 3,066 | $490.3K | 0.03% | +46+1.5% | Added |
| BSW Wealth Partners | 3,068 | $490.6K | 0.11% | +10.0% | Added |
| WealthTrust Axiom LLC | 3,070 | $491.0K | 0.18% | +150+5.1% | Added |
| New Jersey Better Educational Savings Trust | 3,071 | $491.1K | 1.20% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 3,071 | $491.1K | 0.00% | +3,071 | New |
| TFC Financial Management | 3,079 | $492.4K | 0.12% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 3,079 | $492.5K | 0.24% | +181+6.2% | Added |
| Builder Investment Group Inc | 3,083 | $493.2K | 0.19% | +89+3.0% | Added |
| Ridgecrest Wealth Partners, LLC | 3,089 | $494.0K | 0.35% | +9+0.3% | Added |
| Birch Hill Investment Advisors LLC | 3,101 | $495.9K | 0.03% | 00.0% | Unchanged |
| Watchman Group, Inc. | 3,104 | $496.4K | 0.21% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 3,105 | $496.6K | 0.37% | +801+34.8% | Added |
| Advisors Management Group Inc | 3,105 | $497.0K | 0.15% | −6−0.2% | Reduced |
| Empire Financial Management Company, LLC | 3,109 | $497.2K | 0.22% | −23−0.7% | Reduced |
| Traynor Capital Management, Inc. | 3,120 | $499.0K | 0.07% | +222+7.7% | Added |
| United Bank | 3,121 | $499.1K | 0.07% | −501−13.8% | Reduced |
| Carr Financial Group Corp | 3,034 | $499.5K | 0.20% | +1,169+62.7% | Added |
| CNB Bank | 3,125 | $499.8K | 0.29% | +172+5.8% | Added |
| Redhawk Wealth Advisors, Inc. | 3,129 | $500.3K | 0.17% | +11+0.4% | Added |
| KWB Wealth | 3,189 | $501.3K | 0.08% | −275−7.9% | Reduced |
| James Hambro & Partners | 3,141 | $502.4K | 0.03% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,144 | $502.8K | 0.05% | 00.0% | Unchanged |
| Alpha Family Trust | 3,160 | $505.4K | 0.38% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 3,165 | $506.2K | 0.25% | −537−14.5% | Reduced |
| Arkansas Financial Group, Inc. | 3,175 | $507.8K | 0.10% | +79+2.6% | Added |
| Trinity Financial Advisors LLC | 3,183 | $509.0K | 0.27% | −50−1.5% | Reduced |
| Center for Financial Planning, Inc. | 3,184 | $509.2K | 0.11% | +99+3.2% | Added |
| Burt Wealth Advisors | 3,186 | $509.5K | 0.16% | +10.0% | Added |
| Verity & Verity, LLC | 3,188 | $509.9K | 0.06% | +156+5.1% | Added |
| Castle Wealth Management LLC | 3,191 | $510.4K | 0.36% | −71−2.2% | Reduced |
| Acorn Financial Advisory Services Inc | 3,191 | $510.4K | 0.09% | +176+5.8% | Added |
| Forte Capital LLC | 3,195 | $510.9K | 0.08% | +85+2.7% | Added |
| Breakwater Capital Group | 3,104 | $511.8K | 0.18% | +421+15.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 3,205 | $512.6K | 0.11% | −10−0.3% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 3,210 | $513.4K | 0.16% | −340−9.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,212 | $513.7K | 0.52% | −401−11.1% | Reduced |
| Ironwood Financial, llc | 3,215 | $514.1K | 0.14% | +10.0% | Added |
| Aire Advisors, LLC | 3,220 | $515.0K | 0.14% | +232+7.8% | Added |
| Global Assets Advisory, LLC | 3,236 | $517.6K | 0.46% | +100+3.2% | Added |
| Private Wealth Advisors | 3,245 | $518.9K | 0.23% | −10.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,263 | $521.4K | 0.23% | +150+4.8% | Added |