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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 14,888 | $2.38M | 0.23% | +2,166+17.0% | Added |
| Spirit of America Management Corp | 14,884 | $2.38M | 0.54% | +1,000+7.2% | Added |
| Dakota Wealth Management | 14,855 | $2.38M | 0.10% | +1,173+8.6% | Added |
| Essex Savings Bank | 14,855 | $2.38M | 0.80% | +231+1.6% | Added |
| William Blair Investment Management, LLC | 14,849 | $2.37M | 0.01% | +6,222+72.1% | Added |
| Allred Capital Management, LLC | 14,827 | $2.37M | 1.18% | +444+3.1% | Added |
| Lincoln Capital Corp | 14,808 | $2.37M | 1.28% | −748−4.8% | Reduced |
| Atlantic Union Bankshares Corp | 14,804 | $2.37M | 0.24% | −695−4.5% | Reduced |
| Caliber Wealth Management, LLC | 14,766 | $2.36M | 1.59% | +936+6.8% | Added |
| Saxon Interests, Inc. | 14,766 | $2.36M | 1.59% | +8,000+118.2% | Added |
| Wedmont Private Capital | 15,153 | $2.36M | 0.24% | +1,981+15.0% | Added |
| Garner Asset Management Corp | 14,764 | $2.36M | 1.42% | +81+0.6% | Added |
| Strategic Wealth Partners, Ltd. | 14,720 | $2.35M | 0.31% | −18,978−56.3% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.35M | 0.12% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 14,679 | $2.35M | 0.13% | −34−0.2% | Reduced |
| Guardian Wealth Advisors, LLC | 14,667 | $2.35M | 0.40% | +5,023+52.1% | Added |
| Smith, Salley & Associates | 14,614 | $2.34M | 0.17% | +11,069+312.2% | Added |
| Oak Harbor Wealth Partners, LLC | 14,607 | $2.34M | 0.83% | +532+3.8% | Added |
| Lester Murray Antman dba SimplyRich | 14,609 | $2.34M | 1.13% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 14,595 | $2.33M | 1.41% | +688+4.9% | Added |
| Allen Capital Group, LLC | 14,578 | $2.33M | 0.43% | +68+0.5% | Added |
| JCIC Asset Management Inc. | 14,545 | $2.33M | 1.18% | −515−3.4% | Reduced |
| Smithfield Trust Co | 14,467 | $2.32M | 0.14% | −127−0.9% | Reduced |
| Cohen Lawrence B | 14,420 | $2.31M | 1.56% | −49−0.3% | Reduced |
| BBR Partners, LLC | 14,401 | $2.30M | 0.26% | +14,401 | New |
| Canandaigua National Bank & Trust Co | 14,391 | $2.30M | 0.37% | −213−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,336 | $2.29M | 0.25% | −600−4.0% | Reduced |
| Freedom Day Solutions, LLC | 14,282 | $2.28M | 1.00% | −277−1.9% | Reduced |
| First Foundation Advisors | 14,276 | $2.28M | 0.11% | +86+0.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 14,264 | $2.28M | 0.49% | +30+0.2% | Added |
| Belmont Capital, LLC | 14,255 | $2.28M | 1.23% | +14,255 | New |
| Wintrust Investments LLC | 14,248 | $2.28M | 0.24% | +389+2.8% | Added |
| Ibex Wealth Advisors | 14,246 | $2.28M | 0.58% | +14,246 | New |
| Sargent Investment Group, LLC | 14,228 | $2.28M | 0.55% | −30.0% | Reduced |
| Syon Capital LLC | 14,168 | $2.27M | 0.28% | +14,168 | New |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13,827 | $2.26M | 0.48% | 00.0% | Unchanged |
| David Loasby | 13,984 | $2.25M | 0.25% | +253+1.8% | Added |
| Providence Wealth Advisors, LLC | 14,096 | $2.25M | 2.51% | +85+0.6% | Added |
| Welch Group, LLC | 14,061 | $2.25M | 0.13% | −114−0.8% | Reduced |
| CFM Wealth Partners LLC | 13,982 | $2.24M | 0.59% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 13,955 | $2.23M | 0.72% | +171+1.2% | Added |
| Geneva Capital Management LLC | 13,929 | $2.23M | 0.05% | −391−2.7% | Reduced |
| Chatham Capital Group, Inc. | 13,819 | $2.21M | 0.49% | +1,144+9.0% | Added |
| Hilltop Holdings Inc. | 13,812 | $2.21M | 0.27% | −888−6.0% | Reduced |
| Abbrea Capital, LLC | 13,718 | $2.19M | 0.35% | +128+0.9% | Added |
| Security National Bank of Sioux City Iowa | 13,707 | $2.19M | 1.71% | −345−2.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,705 | $2.19M | 0.36% | −2,932−17.6% | Reduced |
| Page Arthur B | 13,705 | $2.19M | 2.27% | −780−5.4% | Reduced |
| Naviter Wealth, LLC | 13,681 | $2.19M | 0.53% | +260+1.9% | Added |
| Zullo Investment Group, Inc. | 13,658 | $2.18M | 1.28% | +140+1.0% | Added |
| Intrust Bank NA | 13,638 | $2.18M | 0.28% | +1,131+9.0% | Added |
| Burke & Herbert Bank & Trust Co | 13,622 | $2.18M | 1.76% | −678−4.7% | Reduced |
| Symphony Financial, Ltd. Co. | 13,603 | $2.18M | 0.54% | +402+3.0% | Added |
| Martin & Co Inc | 13,570 | $2.17M | 0.57% | +356+2.7% | Added |
| Riverbridge Partners LLC | 13,547 | $2.17M | 0.03% | −376−2.7% | Reduced |
| Bangor Savings Bank | 13,546 | $2.17M | 0.26% | +40+0.3% | Added |
| Bank of Stockton | 13,338 | $2.16M | 0.81% | +1,078+8.8% | Added |
| NTV Asset Management LLC | 13,486 | $2.16M | 0.39% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 13,476 | $2.16M | 0.06% | +13,476 | New |
| Kovack Advisors, Inc. | 13,377 | $2.14M | 0.30% | −1,441−9.7% | Reduced |
| St. Johns Investment Management Company, LLC | 13,304 | $2.13M | 1.21% | −141−1.0% | Reduced |
| Cornercap Investment Counsel Inc | 13,294 | $2.13M | 0.39% | +167+1.3% | Added |
| Doliver Advisors, LP | 13,248 | $2.12M | 0.64% | −371−2.7% | Reduced |
| Centaurus Financial, Inc. | 13,223 | $2.12M | 0.18% | −656−4.7% | Reduced |
| Eagle Bluffs Wealth Management LLC | 13,213 | $2.11M | 1.62% | −833−5.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 13,197 | $2.11M | 0.71% | −15−0.1% | Reduced |
| Sunbelt Securities, Inc. | 13,107 | $2.10M | 0.29% | +375+2.9% | Added |
| Pegasus Asset Management, Inc. | 13,097 | $2.09M | 0.97% | +314+2.5% | Added |
| Kesler, Norman & Wride, LLC | 13,062 | $2.09M | 0.52% | −762−5.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $2.08M | 0.78% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 12,948 | $2.07M | 0.08% | −489−3.6% | Reduced |
| Trust Co of Virginia | 12,892 | $2.06M | 0.23% | −23−0.2% | Reduced |
| Kanawha Capital Management LLC | 12,888 | $2.06M | 0.20% | +295+2.3% | Added |
| Buckingham Strategic Partners | 12,878 | $2.06M | 0.10% | +4,245+49.2% | Added |
| JT Stratford LLC | 12,859 | $2.06M | 0.53% | +867+7.2% | Added |
| Continuum Advisory, LLC | 33,721 | $2.06M | 0.33% | +175+0.5% | Added |
| Pettee Investors, Inc. | 12,839 | $2.05M | 0.98% | −200−1.5% | Reduced |
| IMA Wealth, Inc. | 12,835 | $2.05M | 0.53% | +200+1.6% | Added |
| NVWM, LLC | 12,826 | $2.05M | 0.67% | −30.0% | Reduced |
| Evergreen Capital Management LLC | 12,778 | $2.04M | 0.09% | +128+1.0% | Added |
| Change Path, LLC | 12,755 | $2.04M | 0.15% | −17,089−57.3% | Reduced |
| White Pine Capital LLC | 12,737 | $2.04M | 0.82% | +878+7.4% | Added |
| 9258 Wealth Management, LLC | 12,737 | $2.04M | 0.40% | +40.0% | Added |
| Successful Portfolios LLC | 12,716 | $2.03M | 1.80% | −196−1.5% | Reduced |
| Jones Financial Companies LLLP | 12,711 | $2.03M | 0.00% | −7,135−36.0% | Reduced |
| Miracle Mile Advisors, LLC | 12,621 | $2.02M | 0.06% | −2,267−15.2% | Reduced |
| Portside Wealth Group, LLC | 12,598 | $2.02M | 0.38% | +313+2.5% | Added |
| Gibraltar Capital Management, Inc. | 12,583 | $2.01M | 0.89% | +940+8.1% | Added |
| Windsor Capital Management, LLC | 12,568 | $2.01M | 0.70% | +231+1.9% | Added |
| Congress Park Capital LLC | 12,561 | $2.01M | 1.16% | +99+0.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 12,557 | $2.01M | 1.84% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12,555 | $2.01M | 0.17% | +127+1.0% | Added |
| Belpointe Asset Management LLC | 12,519 | $2.00M | 0.21% | +1,811+16.9% | Added |
| Cary Street Partner Investment Advisory LLC | 12,507 | $2.00M | 0.11% | +1,140+10.0% | Added |
| Exchange Bank | 12,469 | $1.99M | 1.91% | −225−1.8% | Reduced |
| FLC Capital Advisors | 12,449 | $1.99M | 0.60% | +45+0.4% | Added |
| Ronald Blue Trust, Inc. | 12,655 | $1.99M | 0.03% | +1,375+12.2% | Added |
| Headlands Technologies LLC | 12,395 | $1.98M | 0.97% | −1,337−9.7% | Reduced |
| Ironwood Investment Counsel, LLC | 12,360 | $1.98M | 0.47% | +150+1.2% | Added |
| Sterling Investment Management, Inc. | 12,355 | $1.98M | 1.76% | −180−1.4% | Reduced |