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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 10,412 | $1.67M | 0.47% | −600−5.4% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 10,398 | $1.66M | 1.90% | −185−1.7% | Reduced |
| Lake Street Advisors Group, LLC | 10,391 | $1.66M | 0.10% | −264−2.5% | Reduced |
| Good Life Advisors, LLC | 10,385 | $1.66M | 0.19% | −77−0.7% | Reduced |
| SOL Capital Management CO | 10,380 | $1.66M | 0.26% | −100−1.0% | Reduced |
| Hancock Whitney Corp | 10,332 | $1.65M | 0.07% | −621−5.7% | Reduced |
| Spreng Capital Management, Inc. | 10,327 | $1.65M | 1.21% | +205+2.0% | Added |
| Meridian Wealth Advisors, LLC | 10,325 | $1.65M | 0.41% | −68−0.7% | Reduced |
| Detalus Advisors, LLC | 10,323 | $1.65M | 0.77% | +10.0% | Added |
| Bank of New Hampshire | 10,283 | $1.64M | 0.49% | −279−2.6% | Reduced |
| Smith Anglin Financial, LLC | 10,265 | $1.64M | 0.20% | +194+1.9% | Added |
| Patten Group, Inc. | 10,262 | $1.64M | 0.49% | −241−2.3% | Reduced |
| Peoples Bank | 10,260 | $1.64M | 1.40% | +10,260 | New |
| McDonald Partners LLC | 10,181 | $1.63M | 0.53% | −242−2.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,159 | $1.62M | 0.12% | +40.0% | Added |
| Orser Capital Management, LLC | 10,146 | $1.62M | 1.64% | +1,970+24.1% | Added |
| Northern Financial Advisors Inc | 10,130 | $1.62M | 1.48% | +580+6.1% | Added |
| Tabor Asset Management, LP | 10,073 | $1.61M | 0.85% | +10,073 | New |
| Armor Investment Advisors, LLC | 10,068 | $1.61M | 0.95% | +330+3.4% | Added |
| Accretive Wealth Partners, LLC | 10,068 | $1.61M | 0.96% | +14+0.1% | Added |
| WR Wealth Planners, LLC | 10,056 | $1.61M | 0.61% | +58+0.6% | Added |
| Jeppson Wealth Management, LLC | 10,033 | $1.60M | 0.74% | +88+0.9% | Added |
| Highlander Capital Management, LLC | 10,000 | $1.60M | 0.63% | −50−0.5% | Reduced |
| Focus Financial Network, Inc. | 9,984 | $1.60M | 0.09% | +392+4.1% | Added |
| Fukoku Mutual Life Insurance Co | 9,959 | $1.59M | 0.15% | +4,400+79.2% | Added |
| Argus Investors' Counsel, Inc. | 9,945 | $1.59M | 1.15% | −470−4.5% | Reduced |
| FinTrust Capital Advisors, LLC | 9,910 | $1.58M | 0.35% | +1,211+13.9% | Added |
| Compass Wealth Management LLC | 9,899 | $1.58M | 0.50% | +390+4.1% | Added |
| Highview Capital Management LLC | 9,880 | $1.58M | 0.90% | −45−0.5% | Reduced |
| Kidder Stephen W | 9,850 | $1.58M | 0.55% | −125−1.3% | Reduced |
| MidWestOne Financial Group, Inc. | 9,837 | $1.57M | 0.36% | −360−3.5% | Reduced |
| First PREMIER Bank | 9,817 | $1.57M | 0.48% | −50−0.5% | Reduced |
| LCM Capital Management Inc | 9,808 | $1.57M | 1.28% | +352+3.7% | Added |
| Pinnacle West Asset Management, Inc. | 9,750 | $1.56M | 1.53% | +600+6.6% | Added |
| Verdence Capital Advisors LLC | 9,748 | $1.56M | 0.17% | +3,772+63.1% | Added |
| First Commonwealth Financial Corp | 9,724 | $1.56M | 0.52% | −13−0.1% | Reduced |
| Wealth Alliance | 9,709 | $1.55M | 0.24% | +661+7.3% | Added |
| RB Capital Management, LLC | 9,702 | $1.55M | 0.50% | −68−0.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,657 | $1.54M | 0.16% | +346+3.7% | Added |
| PBMares Wealth Management LLC | 9,655 | $1.54M | 0.56% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 9,641 | $1.54M | 0.74% | +7,940+466.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,460 | $1.54M | 0.72% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,606 | $1.54M | 0.06% | +2,539+35.9% | Added |
| Jarislowsky, Fraser Ltd | 9,597 | $1.53M | 0.01% | −230−2.3% | Reduced |
| Gray Wealth Management Inc. | 9,596 | $1.53M | 0.79% | −15−0.2% | Reduced |
| First National Bank & Trust Co of Newtown | 9,594 | $1.53M | 0.35% | −170−1.7% | Reduced |
| MRP Capital Investments, LLC | 22,361 | $1.53M | 1.70% | +12,470+126.1% | Added |
| Vaughan David Investments LLC | 9,539 | $1.52M | 0.05% | +493+5.4% | Added |
| Altman Advisors, Inc. | 9,517 | $1.52M | 0.95% | +9,517 | New |
| Altshuler Shaham Ltd | 9,513 | $1.52M | 0.04% | +270+2.9% | Added |
| First Heartland Consultants, Inc. | 9,503 | $1.52M | 0.19% | +400+4.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,494 | $1.52M | 0.25% | −84−0.9% | Reduced |
| Wolff Wiese Magana LLC | 9,490 | $1.52M | 1.23% | −1,378−12.7% | Reduced |
| Summit Trail Advisors, LLC | 9,467 | $1.51M | 0.06% | +757+8.7% | Added |
| True North Advisors, LLC | 9,455 | $1.51M | 0.47% | −1,969−17.2% | Reduced |
| Commonwealth Financial Services, LLC | 9,452 | $1.51M | 0.45% | +9,452 | New |
| Navalign, LLC | 9,450 | $1.51M | 0.57% | +89+1.0% | Added |
| Whalerock Point Partners, LLC | 9,446 | $1.51M | 0.52% | 00.0% | Unchanged |
| Humankind Investments LLC | 9,434 | $1.51M | 0.63% | −602−6.0% | Reduced |
| Jmac Enterprises LLC | 9,433 | $1.51M | 0.37% | −73−0.8% | Reduced |
| Crestwood Advisors Group LLC | 9,414 | $1.51M | 0.04% | +2,206+30.6% | Added |
| Virtue Capital Management, LLC | 9,515 | $1.50M | 0.26% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 9,402 | $1.50M | 0.85% | −718−7.1% | Reduced |
| Payden & Rygel | 9,400 | $1.50M | 0.12% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 9,400 | $1.50M | 0.12% | +9,400 | New |
| Douglas Lane & Associates, LLC | 9,383 | $1.50M | 0.03% | −292−3.0% | Reduced |
| AFS Financial Group, LLC | 9,376 | $1.50M | 1.02% | −723−7.2% | Reduced |
| CMG Global Holdings, LLC | 9,310 | $1.49M | 1.27% | −378−3.9% | Reduced |
| Resurgent Financial Advisors LLC | 9,294 | $1.49M | 1.02% | +31+0.3% | Added |
| Fernwood Investment Management, LLC | 9,861 | $1.48M | 0.53% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 9,231 | $1.48M | 0.40% | +1,949+26.8% | Added |
| CVA Family Office, LLC | 9,219 | $1.47M | 0.34% | +387+4.4% | Added |
| Lindbrook Capital, LLC | 9,205 | $1.47M | 0.16% | −261−2.8% | Reduced |
| Alpha Cubed Investments, LLC | 9,171 | $1.47M | 0.10% | +478+5.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,141 | $1.46M | 0.06% | +1,374+17.7% | Added |
| Cassaday & Co Wealth Management LLC | 9,137 | $1.46M | 0.06% | −255−2.7% | Reduced |
| Ausdal Financial Partners, Inc. | 9,124 | $1.46M | 0.20% | +548+6.4% | Added |
| Bedel Financial Consulting, Inc. | 9,109 | $1.46M | 0.29% | +5+0.1% | Added |
| Bedel Financial Consulting Inc | 9,109 | $1.46M | 0.29% | +9,109 | New |
| Archer Investment Corp | 9,087 | $1.45M | 0.51% | +50+0.6% | Added |
| Marcum Wealth, LLC | 9,076 | $1.45M | 0.17% | +255+2.9% | Added |
| Advisory Alpha, LLC | 9,051 | $1.45M | 0.07% | +422+4.9% | Added |
| Desjardins Global Asset Management Inc. | 9,038 | $1.45M | 0.16% | −7,798−46.3% | Reduced |
| Essex Financial Services, Inc. | 9,017 | $1.44M | 0.17% | +132+1.5% | Added |
| IPG Investment Advisors LLC | 9,013 | $1.44M | 0.32% | +3,543+64.8% | Added |
| Delap Wealth Advisory, LLC | 9,008 | $1.44M | 1.39% | +9,008 | New |
| West Family Investments, Inc. | 9,000 | $1.44M | 0.50% | −116−1.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 8,983 | $1.44M | 0.97% | +2,168+31.8% | Added |
| PFG Advisors | 8,947 | $1.43M | 0.13% | −1,130−11.2% | Reduced |
| Imprint Wealth LLC | 8,934 | $1.43M | 1.21% | −554−5.8% | Reduced |
| Platform Technology Partners | 8,931 | $1.43M | 0.67% | +1,014+12.8% | Added |
| Montecito Bank & Trust | 8,930 | $1.43M | 0.33% | −46−0.5% | Reduced |
| Engineers Gate Manager LP | 8,893 | $1.42M | 0.05% | −407−4.4% | Reduced |
| Capital Planning Advisors, LLC | 8,884 | $1.42M | 0.30% | +3,806+75.0% | Added |
| Diamant Asset Management, Inc. | 8,862 | $1.42M | 1.17% | +57+0.6% | Added |
| Provenance Wealth Advisors, LLC | 8,853 | $1.42M | 0.23% | +8,853 | New |
| Live Oak Private Wealth LLC | 8,846 | $1.41M | 0.30% | −239−2.6% | Reduced |
| Pitcairn Co | 8,828 | $1.41M | 0.12% | +842+10.5% | Added |
| Peterson Wealth Management | 8,808 | $1.41M | 1.16% | +2,942+50.2% | Added |
| Chicago Capital, LLC | 8,804 | $1.41M | 0.07% | 00.0% | Unchanged |