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 |
|---|---|---|---|---|---|
| TCM Advisors, LLC | – | $1.41M | 1.26% | – | – |
| Park National Corp | 8,778 | $1.40M | 0.06% | +8+0.1% | Added |
| Old Port Advisors | 8,753 | $1.40M | 0.51% | +8,753 | New |
| Trust Co of Toledo NA | 8,752 | $1.40M | 0.28% | +753+9.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,735 | $1.40M | 0.80% | −550−5.9% | Reduced |
| Prestige Wealth Management Group LLC | 8,731 | $1.40M | 0.34% | +2,005+29.8% | Added |
| Farther Finance Advisors, LLC | 8,721 | $1.39M | 0.22% | +4,374+100.6% | Added |
| American State Bank (Iowa) | 8,714 | $1.39M | 1.00% | −25−0.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,706 | $1.39M | 0.19% | −302−3.4% | Reduced |
| Insight Wealth Strategies, LLC | 8,710 | $1.39M | 0.27% | +553+6.8% | Added |
| L.M. Kohn & Company | 8,675 | $1.39M | 0.51% | −178−2.0% | Reduced |
| Home Federal Bank of Tennessee | 8,674 | $1.39M | 0.51% | −7−0.1% | Reduced |
| Grace & White Inc | 8,650 | $1.38M | 0.26% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 8,645 | $1.38M | 0.79% | +8,645 | New |
| RF&L Wealth Management, LLC | 8,600 | $1.38M | 1.28% | 00.0% | Unchanged |
| WT Wealth Management | 8,563 | $1.37M | 0.59% | +8,563 | New |
| Birmingham Capital Management Co Inc | 8,555 | $1.37M | 0.57% | +711+9.1% | Added |
| QP Wealth Management, LLC | 8,522 | $1.36M | 2.38% | −2,045−19.4% | Reduced |
| Am Investment Strategies LLC | 8,515 | $1.36M | 0.44% | +5+0.1% | Added |
| ORG Partners LLC | 8,487 | $1.36M | 0.40% | −11,538−57.6% | Reduced |
| Winthrop Advisory Group LLC | 8,474 | $1.36M | 0.22% | −46−0.5% | Reduced |
| TLWM | 8,462 | $1.35M | 0.36% | +137+1.6% | Added |
| Intellectus Partners, LLC | 8,441 | $1.35M | 0.43% | −395−4.5% | Reduced |
| Vigilare Wealth Management | 8,429 | $1.35M | 0.86% | +30.0% | Added |
| RKL Wealth Management LLC | 8,416 | $1.35M | 0.16% | +174+2.1% | Added |
| Allied Investment Advisors, LLC | 8,408 | $1.34M | 0.40% | −45,933−84.5% | Reduced |
| Register Financial Advisors LLC | 8,380 | $1.34M | 0.98% | +318+3.9% | Added |
| Brady Family Wealth, LLC | 8,371 | $1.34M | 0.52% | −140−1.6% | Reduced |
| Peterson Wealth Services | 8,349 | $1.34M | 1.00% | +270+3.3% | Added |
| Arcadia Investment Management Corp | 8,327 | $1.33M | 0.28% | +15+0.2% | Added |
| Ahl Investment Management, Inc. | 8,325 | $1.33M | 1.19% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 8,324 | $1.33M | 1.13% | −57−0.7% | Reduced |
| DT Investment Partners, LLC | 8,323 | $1.33M | 0.16% | −38−0.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 8,316 | $1.33M | 1.09% | +257+3.2% | Added |
| Ballast, Inc. | 8,307 | $1.33M | 0.53% | −86−1.0% | Reduced |
| Sentry Investment Management LLC | 8,288 | $1.32M | 0.64% | +2,771+50.2% | Added |
| Chesapeake Wealth Management | 8,279 | $1.32M | 0.55% | −108−1.3% | Reduced |
| WMS Partners, LLC | 8,276 | $1.32M | 0.10% | −395−4.6% | Reduced |
| AdvisorNet Financial, Inc | 8,270 | $1.32M | 0.12% | −5,182−38.5% | Reduced |
| Trustco Bank Corp N Y | 8,247 | $1.32M | 1.50% | +34+0.4% | Added |
| Chilton Capital Management LLC | 8,247 | $1.32M | 0.07% | −421−4.9% | Reduced |
| Logan Capital Management Inc | 8,223 | $1.32M | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 8,215 | $1.31M | 0.10% | +4,289+109.2% | Added |
| Axq Capital, LP | 8,200 | $1.31M | 0.46% | +8,200 | New |
| Donoghue Forlines LLC | 8,163 | $1.31M | 0.46% | +8,163 | New |
| Sage Mountain Advisors LLC | 8,150 | $1.30M | 0.18% | +260+3.3% | Added |
| Independent Solutions Wealth Management, LLC | 8,138 | $1.30M | 0.36% | −883−9.8% | Reduced |
| Kingfisher Capital LLC | 8,135 | $1.30M | 0.35% | +18+0.2% | Added |
| TBH Global Asset Management, LLC | 8,123 | $1.30M | 0.25% | +236+3.0% | Added |
| Aberdeen Wealth Management LLC | 8,109 | $1.30M | 0.98% | −99−1.2% | Reduced |
| Keebeck Wealth Management, LLC | 8,108 | $1.30M | 0.23% | +10.0% | Added |
| Boston Financial Mangement LLC | 8,091 | $1.29M | 0.05% | −42−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,088 | $1.29M | 0.25% | +402+5.2% | Added |
| Pioneer Trust Bank N A | 8,069 | $1.29M | 0.43% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 8,055 | $1.29M | 0.09% | +1,850+29.8% | Added |
| Charles Schwab Trust Co | 8,047 | $1.29M | 0.14% | −583−6.8% | Reduced |
| Nikulski Financial, Inc. | 8,036 | $1.29M | 0.53% | +1,264+18.7% | Added |
| First Command Advisory Services, Inc. | 8,023 | $1.28M | 0.02% | +8,023 | New |
| Cipher Capital LP | 8,018 | $1.28M | 0.91% | +6,483+422.3% | Added |
| Compton Wealth Advisory Group, LLC | 8,015 | $1.28M | 0.44% | +470+6.2% | Added |
| Financial Insights, Inc. | 7,841 | $1.28M | 0.46% | +719+10.1% | Added |
| ProVise Management Group, LLC | 7,987 | $1.28M | 0.12% | −184−2.3% | Reduced |
| Ethic Inc. | 7,981 | $1.28M | 0.04% | +2,941+58.4% | Added |
| MKT Advisors LLC | 7,969 | $1.28M | 0.97% | −26−0.3% | Reduced |
| Legacy Financial Advisors, Inc. | 7,958 | $1.27M | 0.25% | +744+10.3% | Added |
| Focused Wealth Management, Inc | 7,954 | $1.27M | 0.22% | +64+0.8% | Added |
| Hollencrest Capital Management | 7,951 | $1.27M | 0.14% | +10.0% | Added |
| Mountain Pacific Investment Advisers Inc | 7,925 | $1.27M | 0.09% | −137−1.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 7,625 | $1.26M | 0.31% | +218+2.9% | Added |
| River & Mercantile Asset Management LLP | 7,893 | $1.26M | 0.30% | −378−4.6% | Reduced |
| WBI Investments | 7,885 | $1.26M | 0.25% | −16,631−67.8% | Reduced |
| First Western Trust Bank | 7,869 | $1.26M | 0.07% | −50−0.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 7,864 | $1.26M | 0.25% | +1,263+19.1% | Added |
| My Legacy Advisors, LLC | 7,807 | $1.26M | 0.51% | +306+4.1% | Added |
| Adirondack Trust Co | 7,830 | $1.25M | 0.62% | +33+0.4% | Added |
| Souders Financial Advisors | 7,819 | $1.25M | 0.24% | +1,406+21.9% | Added |
| Disciplined Investments, LLC | 7,802 | $1.25M | 0.76% | −26−0.3% | Reduced |
| Driehaus Capital Management LLC | 7,790 | $1.25M | 0.02% | +1,664+27.2% | Added |
| Keystone Financial Group | 7,785 | $1.25M | 0.21% | +46+0.6% | Added |
| Enterprise Financial Services Corp | 7,732 | $1.24M | 0.85% | −15−0.2% | Reduced |
| Hoey Investments, Inc | 7,730 | $1.24M | 0.41% | −952−11.0% | Reduced |
| Donaldson Capital Management, LLC | 7,727 | $1.24M | 0.06% | +51+0.7% | Added |
| Bank Ozk | 7,727 | $1.24M | 0.68% | −5,964−43.6% | Reduced |
| Woodward Diversified Capital, LLC | 7,718 | $1.23M | 0.89% | +526+7.3% | Added |
| Joel Isaacson & Co., LLC | 7,696 | $1.23M | 0.08% | +251+3.4% | Added |
| Prosperity Consulting Group, LLC | 7,694 | $1.23M | 0.57% | +5,424+238.9% | Added |
| First Community Trust NA | 7,681 | $1.23M | 1.40% | −55−0.7% | Reduced |
| Fidelis Capital Partners, LLC | 7,660 | $1.23M | 0.42% | +377+5.2% | Added |
| United Asset Strategies, Inc. | 7,625 | $1.22M | 0.16% | +697+10.1% | Added |
| Wealthsource Partners, LLC | 7,609 | $1.22M | 0.08% | −15−0.2% | Reduced |
| Pictet & Cie (Europe) SA | 7,600 | $1.22M | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 7,590 | $1.21M | 0.07% | −2,749−26.6% | Reduced |
| KFG Wealth Management, LLC | 7,588 | $1.21M | 0.66% | +432+6.0% | Added |
| Altfest L J & Co Inc | 7,577 | $1.21M | 0.19% | −48−0.6% | Reduced |
| Uncommon Cents Investing LLC | 7,552 | $1.21M | 0.44% | −5−0.1% | Reduced |
| Aspen Wealth Strategies, LLC | 7,551 | $1.21M | 0.94% | −12−0.2% | Reduced |
| Tempus Wealth Planning, LLC | 7,528 | $1.20M | 0.60% | +31+0.4% | Added |
| KC Investment Advisors, LLC | 7,522 | $1.20M | 0.78% | +281+3.9% | Added |
| GoalVest Advisory LLC | 7,510 | $1.20M | 0.60% | +255+3.5% | Added |
| Valley Brook Capital Group | 7,501 | $1.20M | 1.19% | +250+3.4% | Added |