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 |
|---|---|---|---|---|---|
| BluePath Capital Management, LLC | 3,263 | $521.8K | 0.48% | +3,263 | New |
| Sepio Capital, LP | 3,267 | $522.5K | 0.05% | −40−1.2% | Reduced |
| Fort Pitt Capital Group, LLC | 3,269 | $522.8K | 0.02% | +6+0.2% | Added |
| Investors Asset Management of Georgia Inc | 3,284 | $523.3K | 0.29% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,280 | $524.6K | 0.04% | +205+6.7% | Added |
| J. L. Bainbridge & Co., Inc. | 3,284 | $525.2K | 0.07% | +2+0.1% | Added |
| Morningstar Investment Services LLC | 3,238 | $526.0K | 0.01% | +1,155+55.4% | Added |
| Syverson Strege & Co | 3,292 | $526.6K | 0.24% | +31+1.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,297 | $527.3K | 0.00% | −110,041−97.1% | Reduced |
| Shufro Rose & Co LLC | 3,299 | $527.6K | 0.05% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 3,311 | $529.0K | 0.11% | +76+2.3% | Added |
| Annapolis Financial Services, LLC | 3,308 | $529.0K | 0.15% | −409−11.0% | Reduced |
| Carson Advisory Inc. | 3,310 | $529.4K | 0.46% | +51+1.6% | Added |
| Mayfair Advisory Group, LLC | 3,369 | $531.0K | 0.51% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,320 | $531.0K | 0.17% | +338+11.3% | Added |
| BOS Asset Management, LLC | 3,325 | $531.8K | 0.39% | −30−0.9% | Reduced |
| Semus Wealth Partners LLC | 3,327 | $532.1K | 0.50% | −31−0.9% | Reduced |
| Fairhaven Wealth Management, LLC | 3,334 | $533.2K | 0.21% | −30−0.9% | Reduced |
| McGowan Group Asset Management, Inc. | 3,334 | $533.3K | 0.08% | −98−2.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,334 | $533.3K | 0.34% | +1,538+85.6% | Added |
| FSB Premier Wealth Management, Inc. | 3,341 | $534.3K | 0.30% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 3,343 | $534.6K | 0.39% | +1,000+42.7% | Added |
| Selective Wealth Management, Inc. | 3,321 | $534.6K | 0.29% | −85−2.5% | Reduced |
| Peterson Wealth Advisors, LLC | 3,351 | $535.9K | 0.14% | −37−1.1% | Reduced |
| Affinity Wealth Management LLC | 3,360 | $537.4K | 0.12% | −500−13.0% | Reduced |
| Basepoint Wealth LLC | 3,363 | $537.9K | 0.44% | +246+7.9% | Added |
| Concord Asset Management, LLC | 3,364 | $538.0K | 0.18% | +399+13.5% | Added |
| Buttonwood Financial Advisors Inc. | 3,366 | $538.3K | 0.34% | −96−2.8% | Reduced |
| Retirement Investment Advisors, Inc. | 3,366 | $538.3K | 0.05% | −246−6.8% | Reduced |
| McAdam, LLC | 3,369 | $538.8K | 0.04% | +712+26.8% | Added |
| Prosperity Wealth Management, Inc. | 3,381 | $540.7K | 0.35% | +1,148+51.4% | Added |
| Rosenberg Matthew Hamilton | 3,381 | $540.7K | 0.18% | +30+0.9% | Added |
| Trust Co | 3,382 | $540.9K | 0.09% | +361+11.9% | Added |
| BancFirst Trust & Investment Management | 3,328 | $540.9K | 0.27% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,385 | $541.4K | 0.18% | +3,385 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,399 | $543.6K | 0.04% | −325−8.7% | Reduced |
| Widmann Financial Services, Inc. | 3,407 | $545.0K | 0.54% | +865+34.0% | Added |
| Sculati Wealth Management, LLC | 3,411 | $545.6K | 0.28% | −421−11.0% | Reduced |
| Lazari Capital Management, Inc. | 3,415 | $546.1K | 0.33% | +66+2.0% | Added |
| Capital Counsel LLC | 3,419 | $546.8K | 0.03% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,420 | $547.0K | 0.08% | +654+23.6% | Added |
| Simon Quick Advisors, LLC | 3,426 | $548.0K | 0.05% | +610+21.7% | Added |
| Prosperitas Financial LLC | 3,448 | $551.4K | 0.43% | +3,448 | New |
| Financial Planning & Information Services, Inc. | 3,448 | $551.4K | 0.10% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,455 | $552.6K | 0.01% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 3,457 | $552.9K | 0.38% | −4,026−53.8% | Reduced |
| UMA Financial Services, Inc. | 3,569 | $556.2K | 0.14% | +10.0% | Added |
| Kades & Cheifetz LLC | 3,480 | $556.6K | 0.44% | +68+2.0% | Added |
| Oak Thistle LLC | 3,487 | $557.7K | 0.16% | +3,487 | New |
| TSFG, LLC | 3,488 | $558.0K | 0.20% | +1,720+97.3% | Added |
| Versor Investments LP | 3,490 | $558.2K | 0.11% | +1,923+122.7% | Added |
| Alta Advisers Ltd | 3,500 | $559.8K | 0.32% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,505 | $560.6K | 0.13% | +43+1.2% | Added |
| Core Wealth Partners LLC | 3,514 | $562.1K | 0.51% | −148−4.0% | Reduced |
| Old Point Trust & Financial Services N A | 3,520 | $563.0K | 0.25% | −7−0.2% | Reduced |
| High Falls Advisors, Inc | 3,525 | $563.8K | 0.17% | +10.0% | Added |
| Garrison Asset Management, LLC | 3,527 | $564.1K | 0.34% | −18−0.5% | Reduced |
| Five Oceans Advisors | 3,528 | $564.2K | 0.36% | +17+0.5% | Added |
| E&G Advisors, LP | 3,532 | $564.9K | 0.21% | +50+1.4% | Added |
| Matisse Capital | 3,539 | $566.0K | 0.40% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 3,493 | $567.8K | 1.01% | −100−2.8% | Reduced |
| Alhambra Investment Partners LLC | 3,552 | $568.1K | 0.37% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 3,558 | $569.1K | 0.07% | −852−19.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 3,574 | $571.5K | 0.06% | −133−3.6% | Reduced |
| Sara-Bay Financial | 3,577 | $572.1K | 0.29% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,581 | $572.7K | 0.03% | −10.0% | Reduced |
| Planning Directions Inc | 3,585 | $573.0K | 0.44% | +58+1.6% | Added |
| Slocum, Gordon & Co LLP | 3,614 | $578.1K | 0.50% | +19+0.5% | Added |
| Clearview Wealth Advisors LLC | 3,631 | $580.7K | 0.72% | −418−10.3% | Reduced |
| PAX Financial Group, LLC | 3,639 | $582.0K | 0.13% | +5+0.1% | Added |
| Fort Sheridan Advisors LLC | 3,657 | $584.9K | 0.13% | 00.0% | Unchanged |
| American Trust | 3,665 | $586.1K | 0.05% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,666 | $586.3K | 0.01% | +856+30.5% | Added |
| Silverlake Wealth Management LLC | 3,666 | $586.3K | 0.33% | +169+4.8% | Added |
| Grimes & Company, Inc. | 3,673 | $587.4K | 0.02% | −116−3.1% | Reduced |
| Titleist Asset Management, LLC | 3,673 | $587.4K | 0.12% | −90−2.4% | Reduced |
| Jag Capital Management, LLC | 3,704 | $592.4K | 0.07% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 3,706 | $593.0K | 0.45% | +87+2.4% | Added |
| Iowa State Bank | 3,709 | $593.2K | 0.15% | +584+18.7% | Added |
| Private Portfolio Partners LLC | 3,711 | $593.5K | 0.15% | +104+2.9% | Added |
| DGS Capital Management, LLC | 3,714 | $594.0K | 0.29% | +131+3.7% | Added |
| Ullmann Financial Group, Inc. | 3,728 | $596.2K | 0.11% | +107+3.0% | Added |
| Y.D. More Investments Ltd | 3,730 | $596.5K | 0.12% | +700+23.1% | Added |
| Private Wealth Strategies, L.L.C. | 3,736 | $597.5K | 0.15% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 3,737 | $597.7K | 0.25% | +2,076+125.0% | Added |
| Middleton & Co Inc | 3,737 | $597.7K | 0.08% | −52−1.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,740 | $598.1K | 0.02% | −742−16.6% | Reduced |
| Cypress Wealth Services, LLC | 3,749 | $599.6K | 0.17% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 3,756 | $600.7K | 0.21% | +6+0.2% | Added |
| NFP Retirement, Inc. | 3,774 | $603.5K | 0.12% | −119−3.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,801 | $607.9K | 0.34% | −35−0.9% | Reduced |
| CMT Capital Markets Trading GmbH | 3,800 | $608.0K | 0.35% | −8,781−69.8% | Reduced |
| OneAscent Financial Services LLC | 3,803 | $608.0K | 0.16% | +3,803 | New |
| Sweet Financial Partners, LLC | 3,803 | $608.2K | 0.16% | +10.0% | Added |
| DRW Securities, LLC | 3,832 | $613.0K | 0.05% | +3,832 | New |
| Primoris Wealth Advisors, LLC | 3,840 | $614.1K | 0.74% | −126−3.2% | Reduced |
| Pacific Sage Partners, LLC | 3,847 | $615.2K | 0.19% | +10.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,850 | $616.0K | 0.04% | −1,252−24.5% | Reduced |
| Wealthquest Corp | 3,852 | $616.0K | 0.08% | +3,852 | New |
| Kelman-Lazarov, Inc. | 3,856 | $616.7K | 0.15% | +304+8.6% | Added |