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 |
|---|---|---|---|---|---|
| Aries Wealth Management | 20,725 | $3.34M | 1.31% | +560+2.8% | Added |
| Palisade Asset Management, LLC | 20,711 | $3.31M | 0.40% | −475−2.2% | Reduced |
| GYL Financial Synergies, LLC | 20,645 | $3.30M | 0.32% | +133+0.6% | Added |
| Pensionmark Financial Group, LLC | 20,631 | $3.30M | 0.65% | +25+0.1% | Added |
| Citizens Business Bank | 20,574 | $3.29M | 0.77% | +2,349+12.9% | Added |
| Mogy Joel R Investment Counsel Inc | 20,537 | $3.28M | 0.28% | 00.0% | Unchanged |
| AMG National Trust Bank | 20,523 | $3.28M | 0.11% | −535−2.5% | Reduced |
| Pacifica Partners Inc. | 20,570 | $3.27M | 1.78% | +646+3.2% | Added |
| Mizuho Markets Americas LLC | 20,441 | $3.27M | 0.12% | +20,441 | New |
| Rossmore Private Capital | 20,439 | $3.27M | 0.50% | +123+0.6% | Added |
| Quadrant Capital Group LLC | 20,423 | $3.27M | 0.33% | +1,659+8.8% | Added |
| Fund Management at Engine No. 1 LLC | 20,412 | $3.26M | 0.52% | +2,151+11.8% | Added |
| Meritage Portfolio Management | 20,400 | $3.26M | 0.24% | −225−1.1% | Reduced |
| CFO4Life Group, LLC | 20,393 | $3.26M | 0.75% | −77−0.4% | Reduced |
| Meridian Investment Counsel Inc. | 20,386 | $3.26M | 1.22% | +14+0.1% | Added |
| Garrett Investment Advisors LLC | 20,335 | $3.25M | 0.44% | +256+1.3% | Added |
| 180 Wealth Advisors, LLC | 20,327 | $3.25M | 0.73% | +881+4.5% | Added |
| Peninsula Asset Management Inc | 20,285 | $3.24M | 2.05% | −285−1.4% | Reduced |
| Kampmann Melissa S. | 20,275 | $3.24M | 3.13% | +20,275 | New |
| Forum Financial Management, LP | 20,244 | $3.24M | 0.07% | +521+2.6% | Added |
| Silphium Asset Management Ltd | 20,200 | $3.23M | 1.05% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 20,135 | $3.22M | 1.31% | −285−1.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.22M | 2.10% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 20,006 | $3.20M | 1.64% | +818+4.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 20,000 | $3.20M | 0.92% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 19,988 | $3.20M | 1.44% | +29+0.1% | Added |
| Foyston, Gordon, & Payne Inc | 19,950 | $3.19M | 0.87% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 19,877 | $3.18M | 2.04% | +4,951+33.2% | Added |
| Benedict Financial Advisors Inc | 19,826 | $3.17M | 0.92% | −214−1.1% | Reduced |
| Community Financial Services Group, LLC | 19,821 | $3.17M | 0.80% | +19,821 | New |
| Flagship Harbor Advisors, LLC | 19,794 | $3.17M | 0.26% | +1,544+8.5% | Added |
| Profund Advisors LLC | 19,784 | $3.16M | 0.17% | +2,972+17.7% | Added |
| Deane Retirement Strategies, Inc. | 19,697 | $3.15M | 1.76% | +51+0.3% | Added |
| Perpetual Ltd | 19,662 | $3.14M | 0.03% | −1,488−7.0% | Reduced |
| Anchor Investment Management, LLC | 19,637 | $3.14M | 0.41% | +93+0.5% | Added |
| Brighton Jones LLC | 19,600 | $3.13M | 0.16% | +171+0.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 19,600 | $3.13M | 1.65% | +933+5.0% | Added |
| Integrated Advisors Network LLC | 19,583 | $3.13M | 0.19% | +1,484+8.2% | Added |
| Centerstone Investors, LLC | 19,580 | $3.13M | 3.20% | 00.0% | Unchanged |
| Golden State Equity Partners | 19,580 | $3.13M | 0.87% | +2,139+12.3% | Added |
| TrinityPoint Wealth, LLC | 19,526 | $3.12M | 0.62% | +474+2.5% | Added |
| Signature Estate & Investment Advisors LLC | 19,516 | $3.12M | 0.11% | +879+4.7% | Added |
| NEOS Investment Management LLC | 19,504 | $3.12M | 0.40% | +19,504 | New |
| Neo Ivy Capital Management | 19,504 | $3.12M | 1.37% | −137−0.7% | Reduced |
| Bridges Investment Management Inc | 19,432 | $3.11M | 0.11% | −291−1.5% | Reduced |
| Bensler, LLC | 19,407 | $3.10M | 0.60% | +779+4.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 19,404 | $3.10M | 0.91% | +648+3.5% | Added |
| We Are One Seven, LLC | 19,403 | $3.10M | 0.24% | +360+1.9% | Added |
| High Note Wealth, LLC | 19,397 | $3.10M | 1.28% | +430+2.3% | Added |
| Cutler Group LP | 19,387 | $3.10M | 0.50% | +19,300+22,183.9% | Added |
| Permanens Capital L.P. | 19,295 | $3.09M | 0.53% | +810+4.4% | Added |
| Motley Fool Wealth Management, LLC | 19,433 | $3.08M | 0.18% | +4,292+28.3% | Added |
| Rehmann Capital Advisory Group | 19,252 | $3.08M | 0.29% | +24+0.1% | Added |
| CAPROCK Group, Inc. | 19,229 | $3.08M | 0.23% | −991−4.9% | Reduced |
| Summit Financial, LLC | 19,222 | $3.07M | 0.23% | +12,418+182.5% | Added |
| Kinloch Capital, LLC | 19,222 | $3.07M | 1.93% | −187−1.0% | Reduced |
| Checchi Capital Advisers, LLC | 19,162 | $3.06M | 0.28% | +456+2.4% | Added |
| CIC Wealth, LLC | 19,052 | $3.05M | 1.09% | +448+2.4% | Added |
| Pinkerton Retirement Specialists, LLC | 19,049 | $3.05M | 0.66% | +564+3.1% | Added |
| Convergence Investment Partners, LLC | 19,038 | $3.04M | 1.80% | +2,502+15.1% | Added |
| Geneos Wealth Management Inc. | 18,975 | $3.03M | 0.16% | +127+0.7% | Added |
| Arlington Partners LLC | 18,953 | $3.03M | 1.24% | +2,816+17.5% | Added |
| Arlington Trust Co LLC | 18,953 | $3.03M | 1.24% | +18,953 | New |
| Madden Securities Corp | 18,939 | $3.03M | 1.71% | −2,993−13.6% | Reduced |
| V Wealth Advisors LLC | 18,917 | $3.03M | 2.45% | −27,509−59.3% | Reduced |
| Bowen Hanes & Co Inc | 18,845 | $3.01M | 0.10% | 00.0% | Unchanged |
| Outfitter Financial LLC | 18,845 | $3.01M | 2.84% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 18,842 | $3.01M | 1.33% | −18,816−50.0% | Reduced |
| Shayne & Co., LLC | 18,823 | $3.01M | 1.00% | +15,749+512.3% | Added |
| Kinsale Capital Group, Inc. | 18,804 | $3.01M | 1.71% | +2,660+16.5% | Added |
| SPC Financial, Inc. | 18,747 | $3.00M | 0.34% | +15,866+550.7% | Added |
| Wolverine Trading, LLC | 18,747 | $3.00M | 0.03% | +18,747 | New |
| Archford Capital Strategies, LLC | 18,746 | $3.00M | 0.60% | +705+3.9% | Added |
| Liberty One Investment Management, LLC | 18,731 | $3.00M | 0.43% | +721+4.0% | Added |
| Financial Security Advisor, Inc. | 18,725 | $2.99M | 1.38% | +18,725 | New |
| Johnson Financial Group, Inc. | 18,721 | $2.99M | 0.21% | +347+1.9% | Added |
| Wunderlich Capital Managemnt | 18,718 | $2.99M | 1.48% | +36+0.2% | Added |
| Mitchell Sinkler & Starr | 18,663 | $2.98M | 0.92% | +210+1.1% | Added |
| Qtron Investments LLC | 18,599 | $2.97M | 0.57% | +680+3.8% | Added |
| Pathway Financial Advisers, LLC | 18,556 | $2.97M | 1.23% | +18,556 | New |
| Occidental Asset Management, LLC | 18,548 | $2.97M | 0.69% | −16−0.1% | Reduced |
| Girard Partners Ltd. | 18,531 | $2.96M | 0.33% | −1,389−7.0% | Reduced |
| CWA Asset Management Group, LLC | 18,529 | $2.96M | 0.22% | −404−2.1% | Reduced |
| Waddell & Associates, LLC | 18,508 | $2.96M | 0.43% | +28+0.2% | Added |
| Westmount Partners, LLC | 18,500 | $2.96M | 1.30% | +275+1.5% | Added |
| Thomasville National Bank | 18,459 | $2.95M | 0.29% | −126−0.7% | Reduced |
| AlphaCore Capital LLC | 18,459 | $2.95M | 0.47% | +154+0.8% | Added |
| GQG Partners LLC | 18,457 | $2.95M | 0.01% | −14,797−44.5% | Reduced |
| Mather Group, LLC. | 18,457 | $2.95M | 0.05% | +751+4.2% | Added |
| Resources Management Corp | 18,414 | $2.94M | 0.48% | −227−1.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 18,406 | $2.94M | 2.16% | +566+3.2% | Added |
| Rocky Mountain Advisers, LLC | 18,328 | $2.93M | 1.43% | +20+0.1% | Added |
| Reuter James Wealth Management, LLC | 18,284 | $2.92M | 2.19% | −10.0% | Reduced |
| Robbins Farley LLC | 18,269 | $2.92M | 2.07% | +1,433+8.5% | Added |
| Sugarloaf Wealth Management, LLC | 18,238 | $2.92M | 0.74% | +12,879+240.3% | Added |
| Haverford Trust Co | 18,209 | $2.91M | 0.04% | −703−3.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,206 | $2.91M | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 18,202 | $2.91M | 0.29% | −1,052−5.5% | Reduced |
| IFP Advisors, Inc | 18,151 | $2.90M | 0.13% | −5,187−22.2% | Reduced |
| Solidarilty Wealth, LLC | 18,113 | $2.90M | 1.05% | +2,336+14.8% | Added |