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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Mendel Capital Management LLC | 18,088 | $2.89M | 2.38% | −115−0.6% | Reduced |
| Delta Financial Advisors LLC | 18,041 | $2.89M | 1.30% | −96−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 18,026 | $2.88M | 0.36% | −2,469−12.0% | Reduced |
| Comgest Global Investors S.A.S. | 18,015 | $2.88M | 0.05% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 17,928 | $2.87M | 1.38% | −592−3.2% | Reduced |
| Connectus Wealth, LLC | 17,862 | $2.86M | 0.06% | +572+3.3% | Added |
| Mattern Wealth Management LLC | 17,884 | $2.86M | 0.84% | −3,336−15.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 17,836 | $2.85M | 2.15% | −664−3.6% | Reduced |
| Equitable Trust Co | 17,828 | $2.85M | 0.24% | +399+2.3% | Added |
| Pensionfund Sabic | 17,800 | $2.85M | 1.00% | −1,000−5.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 17,790 | $2.85M | 1.92% | +71+0.4% | Added |
| MV Capital Management, Inc. | 17,782 | $2.84M | 0.38% | +283+1.6% | Added |
| AlphaQ Advisors LLC | 17,743 | $2.84M | 2.47% | −2,617−12.9% | Reduced |
| Northstar Group, Inc. | 17,726 | $2.84M | 0.67% | +207+1.2% | Added |
| Summit Asset Management, LLC | 17,697 | $2.83M | 0.77% | +291+1.7% | Added |
| West Branch Capital LLC | 17,592 | $2.81M | 1.48% | +80.0% | Added |
| AIMZ Investment Advisors, LLC | 17,539 | $2.80M | 1.25% | −99−0.6% | Reduced |
| Naples Global Advisors, LLC | 17,452 | $2.79M | 0.34% | +780+4.7% | Added |
| J. W. Coons Advisors, LLC | 17,431 | $2.79M | 0.80% | −500−2.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 17,309 | $2.77M | 0.57% | −549−3.1% | Reduced |
| Cito Capital Group, LLC | 17,300 | $2.77M | 1.34% | +100+0.6% | Added |
| WealthShield Partners, LLC | 17,230 | $2.76M | 0.42% | +3,986+30.1% | Added |
| Roman Butler Fullerton & Co | 17,230 | $2.75M | 1.30% | +593+3.6% | Added |
| North Star Investment Management Corp. | 17,188 | $2.75M | 0.23% | −38−0.2% | Reduced |
| Diligent Investors, LLC | 17,160 | $2.74M | 0.84% | −145−0.8% | Reduced |
| Peddock Capital Advisors, LLC | 17,150 | $2.74M | 0.91% | +77+0.5% | Added |
| Octavia Wealth Advisors, LLC | 17,140 | $2.74M | 0.56% | +198+1.2% | Added |
| Hollow Brook Wealth Management LLC | 17,078 | $2.73M | 1.14% | +90+0.5% | Added |
| Eads & Heald Wealth Management | 17,026 | $2.72M | 1.43% | −337−1.9% | Reduced |
| Summit Place Financial Advisors, LLC | 16,982 | $2.72M | 1.93% | −1,099−6.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,920 | $2.71M | 1.74% | +121+0.7% | Added |
| Telos Capital Management, Inc. | 16,892 | $2.70M | 0.38% | −696−4.0% | Reduced |
| Money Concepts Capital Corp | 16,867 | $2.70M | 0.28% | +7,080+72.3% | Added |
| Ropes Wealth Advisors LLC | 16,867 | $2.70M | 0.52% | +463+2.8% | Added |
| Dearborn Partners LLC | 16,807 | $2.69M | 0.11% | +393+2.4% | Added |
| Schechter Investment Advisors, LLC | 16,798 | $2.69M | 0.26% | +561+3.5% | Added |
| Dorsey & Whitney Trust CO LLC | 16,776 | $2.68M | 0.23% | −383−2.2% | Reduced |
| Dividend Assets Capital, LLC | 16,686 | $2.67M | 0.55% | −2,495−13.0% | Reduced |
| Insigneo Advisory Services, LLC | 16,675 | $2.67M | 0.54% | +1,038+6.6% | Added |
| Advocate Group LLC | 16,665 | $2.67M | 0.62% | −734−4.2% | Reduced |
| Harvey Capital Management Inc | 16,650 | $2.66M | 0.94% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 16,602 | $2.66M | 1.04% | −389−2.3% | Reduced |
| RSM US Wealth Management LLC | 16,542 | $2.65M | 0.09% | −410−2.4% | Reduced |
| Commerzbank Aktiengesellschaft | 16,531 | $2.64M | 0.13% | +77+0.5% | Added |
| Old Second National Bank of Aurora | 16,434 | $2.63M | 0.80% | −545−3.2% | Reduced |
| Hemenway Trust Co LLC | 16,427 | $2.63M | 0.28% | −1,115−6.4% | Reduced |
| Centre Asset Management, LLC | 16,370 | $2.62M | 0.64% | −578−3.4% | Reduced |
| Marshall Financial Group LLC | 16,323 | $2.61M | 0.94% | −307−1.8% | Reduced |
| Bryn Mawr Trust Co | 16,298 | $2.61M | 0.11% | −870−5.1% | Reduced |
| Fairfield, Bush & Co. | 16,216 | $2.59M | 1.69% | −1,212−7.0% | Reduced |
| SeaBridge Investment Advisors LLC | 16,216 | $2.59M | 0.85% | +11,970+281.9% | Added |
| AllGen Financial Advisors, Inc. | 16,177 | $2.59M | 1.84% | −336−2.0% | Reduced |
| Parkside Financial Bank & Trust | 16,175 | $2.59M | 0.60% | +299+1.9% | Added |
| Miller Investment Management, LP | 16,150 | $2.58M | 0.41% | −760−4.5% | Reduced |
| Amussen Hunsaker Associates LLC | 15,893 | $2.58M | 0.59% | −101−0.6% | Reduced |
| Plancorp, LLC | 16,102 | $2.58M | 0.14% | +3,600+28.8% | Added |
| Kingswood Wealth Advisors, LLC | 5,183 | $2.58M | 0.44% | −1,379,128−99.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 16,073 | $2.57M | 0.36% | −1,225−7.1% | Reduced |
| Security National Bank of So Dak | 16,055 | $2.57M | 1.89% | −115−0.7% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,037 | $2.56M | 1.33% | 00.0% | Unchanged |
| Private Trust Co NA | 16,032 | $2.56M | 0.34% | +1,007+6.7% | Added |
| Compagnie Lombard Odier SCmA | 16,002 | $2.56M | 0.06% | +14,430+917.9% | Added |
| New Hampshire Trust | 15,991 | $2.56M | 0.69% | +42+0.3% | Added |
| Ledyard National Bank | 15,970 | $2.55M | 0.29% | +215+1.4% | Added |
| SeaCrest Wealth Management, LLC | 15,965 | $2.55M | 0.33% | +4,519+39.5% | Added |
| Symmetry Investments LP | 15,965 | $2.55M | 0.74% | +12,722+392.3% | Added |
| Duncker Streett & Co Inc | 15,963 | $2.55M | 0.59% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 15,945 | $2.55M | 0.86% | +49+0.3% | Added |
| D.B. Root & Company, LLC | 15,935 | $2.55M | 0.99% | +689+4.5% | Added |
| Beverly Hills Private Wealth, LLC | 15,908 | $2.54M | 0.76% | −14,112−47.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 15,871 | $2.54M | 0.89% | −397−2.4% | Reduced |
| Duff & Phelps Investment Management Co | 15,776 | $2.52M | 0.03% | +320+2.1% | Added |
| Valmark Advisers, Inc. | 15,765 | $2.52M | 0.05% | +74+0.5% | Added |
| Richelieu Gestion PLC | 15,712 | $2.51M | 2.33% | −75−0.5% | Reduced |
| Roberts Glore & Co Inc | 15,691 | $2.51M | 0.83% | −105−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 15,684 | $2.51M | 0.27% | −298−1.9% | Reduced |
| Finer Wealth Management, Inc. | 15,673 | $2.51M | 2.00% | +767+5.1% | Added |
| Beacon Financial Group | 15,412 | $2.51M | 0.36% | −318−2.0% | Reduced |
| Sumitomo Life Insurance Co | 15,640 | $2.50M | 0.07% | −205−1.3% | Reduced |
| Northstar Asset Management LLC | 15,617 | $2.50M | 0.72% | +75+0.5% | Added |
| Steel Peak Wealth Management LLC | 15,599 | $2.49M | 0.16% | +9,379+150.8% | Added |
| Harbor Investment Advisory, LLC | 15,407 | $2.46M | 0.32% | −745−4.6% | Reduced |
| First National Advisers, LLC | 15,401 | $2.46M | 1.10% | +6,226+67.9% | Added |
| ICW Investment Advisors LLC | 15,389 | $2.46M | 1.32% | +433+2.9% | Added |
| Cigna Investments Inc | 15,356 | $2.46M | 0.56% | −2,013−11.6% | Reduced |
| Jump Financial, LLC | 15,356 | $2.46M | 0.09% | +15,356 | New |
| Agf Management Ltd | 15,316 | $2.45M | 0.02% | −18,610−54.9% | Reduced |
| Beech Hill Advisors, Inc. | 15,288 | $2.45M | 1.23% | −299−1.9% | Reduced |
| Clarius Group, LLC | 15,257 | $2.44M | 0.23% | −3,467−18.5% | Reduced |
| Phoenix Wealth Advisors | 15,250 | $2.44M | 1.43% | +285+1.9% | Added |
| LGT Fund Management Co Ltd. | 15,185 | $2.43M | 1.18% | −3,015−16.6% | Reduced |
| Snider Financial Group | 15,163 | $2.43M | 1.17% | +219+1.5% | Added |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.41M | 1.74% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15,044 | $2.41M | 0.17% | +4,662+44.9% | Added |
| Shepherd Financial Partners LLC | 15,040 | $2.41M | 0.38% | +1,226+8.9% | Added |
| Proquility Private Wealth Partners, LLC | 15,029 | $2.40M | 0.99% | −137−0.9% | Reduced |
| C2C Wealth Management, LLC | 15,055 | $2.40M | 0.34% | −70.0% | Reduced |
| Telemus Capital, LLC | 14,940 | $2.39M | 0.22% | −1,310−8.1% | Reduced |
| Hudson Value Partners, LLC | 14,930 | $2.39M | 1.25% | −71−0.5% | Reduced |
| Boulder Hill Capital Management LP | 14,900 | $2.38M | 1.48% | +14,900 | New |