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 |
|---|---|---|---|---|---|
| Weatherly Asset Management L. P. | 12,349 | $1.97M | 0.24% | −680−5.2% | Reduced |
| Front Row Advisors LLC | 12,276 | $1.96M | 0.90% | +72+0.6% | Added |
| Powers Advisory Group, LLC | 12,247 | $1.96M | 1.33% | −186−1.5% | Reduced |
| Invst, LLC | 12,239 | $1.96M | 0.28% | +491+4.2% | Added |
| Etesian Wealth Advisors, Inc. | 12,234 | $1.96M | 1.32% | −63−0.5% | Reduced |
| Gables Capital Management Inc. | 12,233 | $1.96M | 1.36% | −48−0.4% | Reduced |
| Kathmere Capital Management, LLC | 12,229 | $1.96M | 0.29% | +2,095+20.7% | Added |
| Oarsman Capital, Inc. | 12,222 | $1.95M | 0.82% | +264+2.2% | Added |
| Ignite Planners, LLC | 12,282 | $1.95M | 0.60% | +342+2.9% | Added |
| StoneX Group Inc. | 12,205 | $1.95M | 0.21% | +666+5.8% | Added |
| Siemens Fonds Invest GmbH | 12,194 | $1.95M | 0.20% | +64+0.5% | Added |
| Parsons Capital Management Inc | 12,175 | $1.95M | 0.15% | +124+1.0% | Added |
| Wealth Alliance Advisory Group, LLC | 12,127 | $1.94M | 0.58% | +10.0% | Added |
| Bremer Bank National Association | 12,101 | $1.94M | 0.38% | −53−0.4% | Reduced |
| Two Sigma Investments, LP | 12,097 | $1.93M | 0.01% | −1,476,293−99.2% | Reduced |
| Monetary Management Group Inc | 12,086 | $1.93M | 0.64% | −100−0.8% | Reduced |
| Global Trust Asset Management, LLC | 12,070 | $1.93M | 0.92% | +464+4.0% | Added |
| Catalyst Capital Advisors LLC | 12,062 | $1.93M | 0.05% | 00.0% | Unchanged |
| GFG Capital, LLC | 11,977 | $1.92M | 0.62% | −437−3.5% | Reduced |
| Nixon Peabody Trust Co | 11,943 | $1.91M | 1.60% | −50.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,942 | $1.91M | 0.31% | +296+2.5% | Added |
| Verity Asset Management, Inc. | 11,921 | $1.91M | 1.41% | +251+2.2% | Added |
| NorthRock Partners, LLC | 11,913 | $1.91M | 0.20% | +1,936+19.4% | Added |
| Insight Inv LLC | 11,847 | $1.90M | 2.11% | +395+3.4% | Added |
| Beacon Investment Advisors LLC | 11,898 | $1.90M | 1.35% | +85+0.7% | Added |
| Bowman & Co S.C. | 11,893 | $1.90M | 1.51% | +564+5.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,888 | $1.90M | 0.01% | +10.0% | Added |
| Strengthening Families & Communities, LLC | 11,876 | $1.90M | 0.82% | +177+1.5% | Added |
| Financial Advocates Investment Management | 11,806 | $1.89M | 0.14% | +217+1.9% | Added |
| Avidian Wealth Solutions, LLC | 11,774 | $1.88M | 0.13% | −4,647−28.3% | Reduced |
| Westover Capital Advisors, LLC | 11,769 | $1.88M | 0.68% | +260+2.3% | Added |
| CoreFirst Bank & Trust | 11,768 | $1.88M | 1.34% | −115−1.0% | Reduced |
| Lavaca Capital LLC | 11,657 | $1.86M | 0.67% | −1,715−12.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,615 | $1.86M | 0.20% | +83+0.7% | Added |
| Founders Financial Securities LLC | 11,564 | $1.85M | 0.24% | −33−0.3% | Reduced |
| Lifeworks Advisors, LLC | 11,538 | $1.85M | 0.72% | +1,438+14.2% | Added |
| Chicago Partners Investment Group LLC | 11,418 | $1.84M | 0.10% | +1,698+17.5% | Added |
| Warren Averett Asset Management, LLC | 11,470 | $1.83M | 0.08% | +1,153+11.2% | Added |
| RFP Financial Group LLC | 11,437 | $1.83M | 0.81% | −465−3.9% | Reduced |
| Pinnacle Holdings, LLC | 11,452 | $1.83M | 0.86% | −471−4.0% | Reduced |
| Providence First Trust Co | 11,426 | $1.83M | 1.02% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 11,399 | $1.82M | 0.73% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 11,378 | $1.82M | 0.08% | −99−0.9% | Reduced |
| Gilbert & Cook, Inc. | 11,348 | $1.81M | 0.29% | −382−3.3% | Reduced |
| Transcend Wealth Collective, LLC | 11,345 | $1.81M | 0.18% | +112+1.0% | Added |
| First Financial Bank - Trust Division | 11,300 | $1.81M | 0.20% | +1,117+11.0% | Added |
| West Michigan Advisors, LLC | 11,269 | $1.80M | 0.96% | +216+2.0% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11,260 | $1.80M | 0.80% | +2,068+22.5% | Added |
| Penobscot Investment Management Company, Inc. | 11,260 | $1.80M | 0.24% | +6,820+153.6% | Added |
| PFG Investments, LLC | 11,257 | $1.80M | 0.34% | −114−1.0% | Reduced |
| Main Street Financial Solutions, LLC | 11,171 | $1.79M | 0.25% | +966+9.5% | Added |
| Lineweaver Wealth Advisors, LLC | 11,140 | $1.78M | 0.52% | −3,532−24.1% | Reduced |
| GTS Securities LLC | 11,085 | $1.77M | 0.04% | −18,238−62.2% | Reduced |
| Norris Financial Group, LLC | 11,084 | $1.77M | 1.23% | −883−7.4% | Reduced |
| Wills Financial Group, Inc. | 11,033 | $1.76M | 0.95% | −9−0.1% | Reduced |
| Harbor Advisors LLC | 11,000 | $1.76M | 0.38% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 10,910 | $1.76M | 0.08% | −2,568−19.1% | Reduced |
| Ellsworth Advisors, LLC | 10,922 | $1.76M | 0.62% | +8,976+461.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,974 | $1.75M | 0.20% | −11−0.1% | Reduced |
| Legacy Bridge, LLC | 10,963 | $1.75M | 1.25% | +250+2.3% | Added |
| Harbour Investments, Inc. | 10,956 | $1.75M | 0.09% | +572+5.5% | Added |
| Tilia Fiduciary Partners, Inc. | 10,953 | $1.75M | 1.82% | +464+4.4% | Added |
| Ifrah Financial Services, Inc. | 10,941 | $1.75M | 0.54% | +7+0.1% | Added |
| Lake Street Financial LLC | 10,742 | $1.75M | 0.31% | +598+5.9% | Added |
| Quad-Cities Investment Group, LLC | 10,823 | $1.73M | 1.16% | +87+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,803 | $1.73M | 0.81% | −1,000−8.5% | Reduced |
| Krilogy Financial LLC | 10,797 | $1.73M | 0.16% | +341+3.3% | Added |
| Bailard, Inc. | 10,797 | $1.73M | 0.06% | +28+0.3% | Added |
| First Dallas Securities Inc. | 10,784 | $1.73M | 0.40% | +6,478+150.4% | Added |
| Wellington Shields & Co., LLC | 10,757 | $1.72M | 0.43% | +3,040+39.4% | Added |
| Game Creek Capital, LP | 10,750 | $1.72M | 1.14% | −2,000−15.7% | Reduced |
| Delta Investment Management, LLC | 10,736 | $1.72M | 0.48% | +721+7.2% | Added |
| Argent Advisors, Inc. | 10,693 | $1.71M | 0.78% | −349−3.2% | Reduced |
| TruWealth Advisors, LLC | 10,679 | $1.71M | 0.15% | +28+0.3% | Added |
| Summit X, LLC | 10,661 | $1.71M | 0.54% | −6,808−39.0% | Reduced |
| Dudley Capital Management, LLC | 10,656 | $1.70M | 1.20% | +167+1.6% | Added |
| Optiver Holding B.V. | 10,648 | $1.70M | 0.05% | +10,648 | New |
| Strategic Global Advisors, LLC | 10,644 | $1.70M | 0.28% | +10,644 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,640 | $1.70M | 0.33% | −10−0.1% | Reduced |
| Greatmark Investment Partners, Inc. | 10,640 | $1.70M | 0.30% | +236+2.3% | Added |
| Manchester Capital Management LLC | 10,632 | $1.70M | 0.25% | −217−2.0% | Reduced |
| Sterling Investment Counsel, LLC | 10,607 | $1.70M | 0.97% | +372+3.6% | Added |
| Claro Advisors LLC | 10,603 | $1.70M | 0.42% | +428+4.2% | Added |
| Connolly Sarah T. | 10,586 | $1.69M | 1.12% | −136−1.3% | Reduced |
| HCR Wealth Advisors | 10,582 | $1.69M | 0.37% | −251−2.3% | Reduced |
| Van Hulzen Asset Management, LLC | 10,578 | $1.69M | 0.13% | −3,422−24.4% | Reduced |
| Delos Wealth Advisors, LLC | 10,401 | $1.69M | 2.05% | −156−1.5% | Reduced |
| Argent Capital Management LLC | 10,575 | $1.69M | 0.06% | −400−3.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,521 | $1.68M | 0.11% | −181−1.7% | Reduced |
| Blue Chip Partners, Inc. | 10,517 | $1.68M | 0.20% | −16−0.2% | Reduced |
| Icapital Wealth LLC | 10,512 | $1.68M | 1.19% | −2,000−16.0% | Reduced |
| Optimum Investment Advisors | 10,507 | $1.68M | 0.86% | −634−5.7% | Reduced |
| Accurate Wealth Management, LLC | 10,404 | $1.68M | 0.53% | +1,159+12.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,459 | $1.67M | 1.14% | +34+0.3% | Added |
| Key Client Fiduciary Advisors, LLC | 10,452 | $1.67M | 1.03% | −156−1.5% | Reduced |
| Union Heritage Capital, LLC | 10,450 | $1.67M | 0.95% | 00.0% | Unchanged |
| WBH Advisory Inc | 10,446 | $1.67M | 0.21% | +38+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 10,440 | $1.67M | 0.67% | +1,685+19.2% | Added |
| Deseret Mutual Benefit Administrators | 10,432 | $1.67M | 0.82% | −1,842−15.0% | Reduced |
| MTM Investment Management, LLC | 10,428 | $1.67M | 0.84% | +30.0% | Added |