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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 26,227 | $4.19M | 1.23% | −3,396−11.5% | Reduced |
| Northcape Wealth Management, LLC | 26,169 | $4.19M | 1.60% | −193−0.7% | Reduced |
| Keel Point, LLC | 26,162 | $4.18M | 0.57% | +439+1.7% | Added |
| CX Institutional | 26,142 | $4.18M | 0.23% | +113+0.4% | Added |
| Hall Capital Management Co Inc | 26,041 | $4.16M | 2.67% | −1,618−5.8% | Reduced |
| Berkshire Bank | 25,929 | $4.15M | 1.19% | −522−2.0% | Reduced |
| Redwood Investments, LLC | 25,671 | $4.11M | 0.56% | +25,671 | New |
| SlateStone Wealth, LLC | 25,627 | $4.10M | 0.60% | +1,646+6.9% | Added |
| HBK Sorce Advisory LLC | 25,625 | $4.10M | 0.18% | −496−1.9% | Reduced |
| LaFleur & Godfrey LLC | 25,344 | $4.05M | 0.65% | −575−2.2% | Reduced |
| Waldron Private Wealth LLC | 25,341 | $4.05M | 0.21% | −455−1.8% | Reduced |
| Financial Advisory Partners, LLC | 25,316 | $4.05M | 1.63% | −657−2.5% | Reduced |
| Sentry LLC | 25,282 | $4.04M | 0.85% | +901+3.7% | Added |
| Leelyn Smith, LLC | 25,188 | $4.03M | 0.98% | −301−1.2% | Reduced |
| Radnor Capital Management, LLC | 25,150 | $4.02M | 0.80% | +25,150 | New |
| Vise Technologies, Inc. | 25,124 | $4.02M | 0.99% | +3,475+16.1% | Added |
| Somerset Trust Co | 25,091 | $4.01M | 1.83% | +90+0.4% | Added |
| Nomura Holdings Inc | 25,066 | $4.01M | 0.04% | +5,886+30.7% | Added |
| Comerica Securities,inc. | 25,065 | $4.01M | 0.33% | −2,816−10.1% | Reduced |
| Tudor Investment Corp Et Al | 25,052 | $4.01M | 0.06% | −41,629−62.4% | Reduced |
| Paradigm Financial Partners, LLC | 25,119 | $4.00M | 1.10% | +212+0.9% | Added |
| Xcel Wealth Management, LLC | 24,971 | $3.99M | 1.58% | −4,125−14.2% | Reduced |
| SevenBridge Financial Group, LLC | 24,955 | $3.99M | 1.03% | +444+1.8% | Added |
| BFSG, LLC | 24,904 | $3.98M | 0.65% | +1,185+5.0% | Added |
| Stratos Wealth Advisors, LLC | 24,728 | $3.95M | 0.26% | +2,205+9.8% | Added |
| Gamco Investors, Inc. Et Al | 24,677 | $3.95M | 0.05% | +222+0.9% | Added |
| Nations Financial Group Inc, | 24,665 | $3.94M | 0.40% | +874+3.7% | Added |
| Quintet Private Bank (Europe) S.A. | 24,537 | $3.92M | 0.26% | −1,084−4.2% | Reduced |
| Koshinski Asset Management, Inc. | 24,468 | $3.91M | 0.45% | −1,364−5.3% | Reduced |
| Banque Pictet & Cie SA | 24,450 | $3.91M | 0.05% | +21,850+840.4% | Added |
| Birinyi Associates Inc | 24,400 | $3.90M | 1.56% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 24,388 | $3.90M | 0.64% | −243−1.0% | Reduced |
| Regal Investment Advisors LLC | 24,364 | $3.90M | 0.34% | +1,008+4.3% | Added |
| Arrow Financial Corp | 24,317 | $3.89M | 0.46% | −2,077−7.9% | Reduced |
| Ameliora Wealth Management Ltd. | 24,228 | $3.87M | 2.30% | −118−0.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,199 | $3.87M | 2.53% | −402−1.6% | Reduced |
| Northwest Investment Counselors, LLC | 24,181 | $3.87M | 1.08% | +143+0.6% | Added |
| Equitable Holdings, Inc. | 24,160 | $3.86M | 0.06% | +1,219+5.3% | Added |
| Keene & Associates, Inc. | 24,116 | $3.86M | 3.10% | −255−1.0% | Reduced |
| Capital Asset Advisory Services LLC | 24,292 | $3.84M | 0.26% | +2,409+11.0% | Added |
| Vectors Research Management, LLC | 25,869 | $3.84M | 1.25% | +6,937+36.6% | Added |
| Nvest Financial, LLC | 24,005 | $3.84M | 3.59% | +216+0.9% | Added |
| All Terrain Financial Advisors, LLC | 23,969 | $3.83M | 1.94% | +49+0.2% | Added |
| Diversified Investment Strategies, LLC | 23,955 | $3.83M | 2.91% | −1,125−4.5% | Reduced |
| Mitchell Capital Management Co | 23,935 | $3.83M | 0.91% | +210+0.9% | Added |
| Hudson Capital Management LLC | 23,860 | $3.82M | 1.52% | +586+2.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 23,815 | $3.81M | 2.00% | +14,117+145.6% | Added |
| Moloney Securities Asset Management, LLC | 23,766 | $3.80M | 0.68% | −992−4.0% | Reduced |
| Claret Asset Management Corp | 23,657 | $3.78M | 0.74% | +29+0.1% | Added |
| Family Legacy, Inc. | 23,610 | $3.78M | 1.58% | +251+1.1% | Added |
| NewEdge Wealth, LLC | 23,436 | $3.75M | 0.12% | +20,636+737.0% | Added |
| Blue Fin Capital, Inc. | 23,391 | $3.74M | 1.09% | −221−0.9% | Reduced |
| Capstone Triton Financial Group, LLC | 23,390 | $3.74M | 2.73% | +568+2.5% | Added |
| Wealthcare Advisory Partners LLC | 23,327 | $3.73M | 0.17% | −275−1.2% | Reduced |
| NWF Advisory Services Inc. | 23,297 | $3.73M | 0.88% | +20+0.1% | Added |
| Capital Advisors Inc | 23,264 | $3.72M | 0.10% | +518+2.3% | Added |
| Wambolt & Associates, LLC | 23,185 | $3.71M | 1.35% | +4,952+27.2% | Added |
| Woodmont Investment Counsel LLC | 23,133 | $3.70M | 0.39% | −1,132−4.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 23,114 | $3.70M | 1.04% | −315−1.3% | Reduced |
| International Assets Investment Management, LLC | 22,695 | $3.67M | 0.50% | +974+4.5% | Added |
| Hyman Charles D | 22,922 | $3.67M | 0.24% | −95−0.4% | Reduced |
| Ingalls & Snyder LLC | 22,900 | $3.66M | 0.18% | +540+2.4% | Added |
| Western Wealth Management, LLC | 22,886 | $3.66M | 0.31% | +1,695+8.0% | Added |
| Hutner Capital Management Inc | 22,856 | $3.66M | 2.24% | −231−1.0% | Reduced |
| Loomis Sayles & Co L P | 22,691 | $3.63M | 0.01% | −314−1.4% | Reduced |
| Colony Group LLC | 22,267 | $3.56M | 0.05% | +596+2.8% | Added |
| Wealthspire Advisors, LLC | 22,211 | $3.55M | 0.06% | +1,609+7.8% | Added |
| Financial Advisory Service, Inc. | 22,169 | $3.55M | 0.38% | +581+2.7% | Added |
| Monument Capital Management | 22,120 | $3.54M | 1.19% | −212−0.9% | Reduced |
| Appleton Partners Inc | 22,117 | $3.54M | 0.31% | −286−1.3% | Reduced |
| Cumberland Partners Ltd | 22,110 | $3.54M | 0.34% | −10,957−33.1% | Reduced |
| Stokes Capital Advisors, LLC | 22,040 | $3.52M | 1.23% | +22,040 | New |
| Ostrum Asset Management | 22,028 | $3.52M | 0.33% | −23,944−52.1% | Reduced |
| First Hawaiian Bank | 21,997 | $3.52M | 0.12% | −611−2.7% | Reduced |
| Westpac Banking Corp | 21,913 | $3.50M | 0.26% | +210+1.0% | Added |
| Gifford Fong Associates | 21,850 | $3.49M | 0.84% | 00.0% | Unchanged |
| 1st Source Bank | 21,835 | $3.49M | 0.24% | +310+1.4% | Added |
| Hengehold Capital Management LLC | 21,824 | $3.49M | 0.46% | −38−0.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 21,801 | $3.49M | 0.55% | −1,505−6.5% | Reduced |
| Citizens National Bank Trust Department | 21,759 | $3.48M | 0.96% | +14+0.1% | Added |
| Colonial Trust Co | 21,747 | $3.48M | 0.86% | +208+1.0% | Added |
| Stokes Family Office, LLC | 21,723 | $3.47M | 0.41% | +402+1.9% | Added |
| Tiedemann Advisors, LLC | 21,631 | $3.46M | 0.15% | +2,674+14.1% | Added |
| Cozad Asset Management Inc | 21,629 | $3.46M | 0.45% | −1,033−4.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 21,602 | $3.45M | 0.05% | +21,602 | New |
| Harel Insurance Investments & Financial Services Ltd. | 21,508 | $3.45M | 0.07% | +15,562+261.7% | Added |
| Jamison Private Wealth Management, Inc. | 21,418 | $3.43M | 0.71% | +21,418 | New |
| Smith, Moore & Co. | 21,350 | $3.41M | 0.45% | −1,705−7.4% | Reduced |
| Cubist Systematic Strategies, LLC | 21,337 | $3.41M | 0.04% | −51,541−70.7% | Reduced |
| Guardian Investment Management | 21,315 | $3.41M | 3.12% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 21,312 | $3.41M | 0.34% | −115−0.5% | Reduced |
| Lincluden Management Ltd | 21,209 | $3.39M | 0.41% | −94−0.4% | Reduced |
| Lakeview Capital Partners, LLC | 21,196 | $3.39M | 0.66% | −742−3.4% | Reduced |
| Confluence Wealth Services, Inc. | 21,178 | $3.39M | 0.67% | −672−3.1% | Reduced |
| Bridge Creek Capital Management LLC | 21,095 | $3.37M | 1.28% | −235−1.1% | Reduced |
| Kensington Investment Counsel, LLC | 21,075 | $3.37M | 2.09% | +881+4.4% | Added |
| Cullen Capital Management LLC | 21,063 | $3.37M | 0.04% | −68−0.3% | Reduced |
| Fred Alger Management, LLC | 20,993 | $3.36M | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 20,973 | $3.35M | 0.47% | −208−1.0% | Reduced |
| Global Retirement Partners, LLC | 20,782 | $3.35M | 0.17% | +70.0% | Added |