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 7 sales; 4,426 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
- 2,931
- +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
- 1,319 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 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Vestcor Inc | 187,474 | $30.0M | 1.10% | −6,262−3.2% | Reduced |
| Central Trust Co | 186,391 | $29.8M | 0.86% | −569−0.3% | Reduced |
| Raymond James Trust N.A. | 184,228 | $29.5M | 0.87% | +2,824+1.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 182,200 | $29.1M | 0.38% | −6,800−3.6% | Reduced |
| KCM Investment Advisors LLC | 181,837 | $29.1M | 1.25% | −1,436−0.8% | Reduced |
| Banco Santander, S.A. | 181,236 | $29.0M | 0.41% | +28,061+18.3% | Added |
| Heritage Wealth Advisors | 179,517 | $28.7M | 1.57% | −8,444−4.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 177,814 | $28.4M | 0.58% | +34,923+24.4% | Added |
| United Services Automobile Association | 177,588 | $28.4M | 0.72% | +5,251+3.0% | Added |
| Xponance, Inc. | 176,530 | $28.2M | 0.38% | +2,358+1.4% | Added |
| Swiss Life Asset Management Ltd | 175,800 | $28.1M | 0.43% | +90,758+106.7% | Added |
| Advisors Asset Management, Inc. | 175,658 | $28.1M | 0.61% | +2,180+1.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 174,912 | $28.0M | 0.09% | +2,130+1.2% | Added |
| Cinctive Capital Management LP | 174,696 | $27.9M | 1.54% | −69,058−28.3% | Reduced |
| Brinker Capital Investments, LLC | 173,915 | $27.8M | 0.34% | +166+0.1% | Added |
| Orion Portfolio Solutions, LLC | 173,915 | $27.8M | 0.34% | +166+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 169,006 | $27.0M | 0.47% | +4,910+3.0% | Added |
| Strategic Investment Solutions, Inc. | 169,287 | $27.0M | 0.33% | +166,602+6,204.9% | Added |
| Argent Trust Co | 168,673 | $27.0M | 1.48% | +10,103+6.4% | Added |
| Greenwood Gearhart Inc | 166,522 | $26.6M | 3.15% | +8,420+5.3% | Added |
| Welch & Forbes LLC | 166,297 | $26.6M | 0.44% | +1,190+0.7% | Added |
| Cambridge Trust Co | 165,929 | $26.5M | 1.22% | +76,005+84.5% | Added |
| Nissay Asset Management Corp | 164,991 | $26.4M | 0.23% | +5,451+3.4% | Added |
| First Horizon Advisors, Inc. | 164,468 | $26.3M | 0.95% | −706−0.4% | Reduced |
| Covea Finance | 162,610 | $26.0M | 1.46% | +17,340+11.9% | Added |
| Farmers & Merchants Investments Inc | 158,477 | $25.3M | 1.00% | −3,182−2.0% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 157,700 | $25.2M | 0.31% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 157,600 | $25.2M | 1.17% | +4,400+2.9% | Added |
| Sequoia Financial Advisors, LLC | 157,132 | $25.1M | 0.44% | +12,472+8.6% | Added |
| SPX Equities Gestao de Recursos Ltda | 154,900 | $24.8M | 1.31% | +54,500+54.3% | Added |
| Kestra Advisory Services, LLC | 154,264 | $24.7M | 0.24% | −23,743−13.3% | Reduced |
| Country Club Bank | 149,974 | $24.4M | 1.98% | +292+0.2% | Added |
| Steadfast Capital Management LP | 151,000 | $24.1M | 0.65% | +151,000 | New |
| Oppenheimer & Co Inc | 150,773 | $24.1M | 0.50% | −9,660−6.0% | Reduced |
| Fort Washington Investment Advisors Inc | 150,341 | $24.0M | 0.18% | −41,658−21.7% | Reduced |
| Crossmark Global Holdings, Inc. | 152,046 | $24.0M | 0.54% | −871−0.6% | Reduced |
| Element Capital Management LLC | 149,756 | $24.0M | 2.12% | −62,061−29.3% | Reduced |
| Polaris Wealth Advisory Group, LLC | 148,133 | $23.7M | 1.80% | −87,476−37.1% | Reduced |
| Wealthfront Advisers LLC | 148,066 | $23.7M | 0.10% | +5,193+3.6% | Added |
| Baader Bank INC | 147,198 | $23.5M | 2.14% | −7,846−5.1% | Reduced |
| Peapack Gladstone Financial Corp | 146,096 | $23.4M | 0.43% | −1,740−1.2% | Reduced |
| Mane Global Capital Management LP | 144,940 | $23.2M | 2.07% | +144,940 | New |
| Legacy Capital Wealth Partners, LLC | 143,771 | $23.0M | 6.31% | +143,771 | New |
| Absher Wealth Management, LLC | 143,686 | $23.0M | 3.83% | −31,749−18.1% | Reduced |
| Rockland Trust Co | 142,645 | $22.8M | 1.37% | +5,989+4.4% | Added |
| Gratus Capital LLC | 142,312 | $22.8M | 1.56% | +164+0.1% | Added |
| CBOE Vest Financial, LLC | 142,178 | $22.7M | 1.24% | +61,641+76.5% | Added |
| Guggenheim Capital LLC | 142,107 | $22.7M | 0.20% | −35,386−19.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 140,207 | $22.4M | 0.40% | +1,221+0.9% | Added |
| Bartlett & Co. LLC | 140,207 | $22.4M | 0.40% | +1,221+0.9% | Added |
| Perfromance Wealth Partners, LLC | 139,781 | $22.4M | 1.09% | +91,965+192.3% | Added |
| Nicola Wealth Management Ltd. | 138,400 | $22.1M | 2.39% | −45,000−24.5% | Reduced |
| Oakworth Capital, Inc. | 137,398 | $22.0M | 2.00% | −6,733−4.7% | Reduced |
| Hudson Bay Capital Management LP | 136,494 | $21.8M | 0.21% | +36,630+36.7% | Added |
| Avantax Advisory Services, Inc. | 135,885 | $21.7M | 0.24% | +2,277+1.7% | Added |
| Gulf International Bank (UK) Ltd | 135,801 | $21.7M | 0.61% | −14,137−9.4% | Reduced |
| Brown Advisory Inc | 135,774 | $21.7M | 0.04% | +2,042+1.5% | Added |
| British Columbia Investment Management Corp | 134,767 | $21.6M | 0.20% | +804+0.6% | Added |
| Macquarie Group Ltd | 134,496 | $21.5M | 0.03% | +11,182+9.1% | Added |
| Community Trust & Investment Co | 129,782 | $20.8M | 1.73% | −75−0.1% | Reduced |
| Great West Life Assurance Co | 129,154 | $20.7M | 0.05% | +100,712+354.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 128,559 | $20.6M | 0.96% | +21,313+19.9% | Added |
| Willis Investment Counsel | 128,530 | $20.6M | 1.56% | −43,100−25.1% | Reduced |
| Novare Capital Management LLC | 128,396 | $20.5M | 2.32% | −1,138−0.9% | Reduced |
| Bridgeway Capital Management, LLC | 128,335 | $20.5M | 0.50% | +48,483+60.7% | Added |
| Teachers Retirement System of the State of Kentucky | 126,298 | $20.2M | 0.20% | 00.0% | Unchanged |
| Destination Wealth Management | 125,997 | $20.2M | 0.78% | −588−0.5% | Reduced |
| Pinnacle Associates Ltd | 124,994 | $20.0M | 0.37% | +1,119+0.9% | Added |
| GW Henssler & Associates Ltd | 124,401 | $19.9M | 1.36% | −2,647−2.1% | Reduced |
| Elo Mutual Pension Insurance Co | 123,959 | $19.8M | 0.61% | +1,951+1.6% | Added |
| Brandywine Global Investment Management, LLC | 122,932 | $19.7M | 0.17% | −3,300−2.6% | Reduced |
| First National Trust Co | 122,915 | $19.7M | 0.94% | −2,178−1.7% | Reduced |
| Cantor Fitzgerald, L. P. | 121,567 | $19.4M | 0.52% | +105,970+679.4% | Added |
| Prana Capital Management, LP | 121,372 | $19.4M | 1.26% | +121,372 | New |
| South Dakota Investment Council | 120,661 | $19.3M | 0.44% | −17,786−12.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 118,220 | $18.9M | 0.44% | +43,169+57.5% | Added |
| Atria Investments LLC | 117,823 | $18.8M | 0.34% | +4,258+3.7% | Added |
| Capital Investment Counsel, Inc | 117,053 | $18.7M | 3.76% | −3,815−3.2% | Reduced |
| Azimuth Capital Investment Management LLC | 116,755 | $18.7M | 0.92% | −2,339−2.0% | Reduced |
| Beck Mack & Oliver LLC | 114,456 | $18.3M | 0.48% | −900−0.8% | Reduced |
| Synovus Financial Corp | 114,292 | $18.3M | 0.21% | −6,075−5.0% | Reduced |
| Lathrop Investment Management Corp | 113,971 | $18.2M | 3.93% | +7,976+7.5% | Added |
| Kentucky Retirement Systems | 112,763 | $18.0M | 0.63% | −110.0% | Reduced |
| Prudential PLC | 111,986 | $17.9M | 0.21% | −16,051−12.5% | Reduced |
| Whittier Trust Co | 111,373 | $17.8M | 0.32% | +522+0.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 111,257 | $17.8M | 0.61% | +2,522+2.3% | Added |
| BancorpSouth Bank | 110,890 | $17.7M | 1.56% | −3,014−2.6% | Reduced |
| iA Global Asset Management Inc. | 110,823 | $17.7M | 0.47% | +3,357+3.1% | Added |
| Salem Investment Counselors Inc | 110,580 | $17.7M | 0.67% | −875−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 110,443 | $17.7M | 0.56% | +6,209+6.0% | Added |
| Oregon Public Employees Retirement Fund | 110,302 | $17.6M | 0.24% | +1,100+1.0% | Added |
| Maryland State Retirement & Pension System | 109,945 | $17.6M | 0.40% | +897+0.8% | Added |
| Meeder Asset Management Inc | 109,912 | $17.6M | 1.39% | +102,761+1,437.0% | Added |
| Rafferty Asset Management, LLC | 109,087 | $17.4M | 0.10% | +11,617+11.9% | Added |
| Massmutual Trust Co FSB | 108,669 | $17.4M | 0.64% | +2,731+2.6% | Added |
| DuPont Capital Management Corp | 107,731 | $17.2M | 1.50% | +66,148+159.1% | Added |
| Northeast Investment Management | 107,436 | $17.2M | 1.01% | +1,415+1.3% | Added |
| Advisors Capital Management, LLC | 106,583 | $17.0M | 0.43% | +18,539+21.1% | Added |
| D.A. Davidson & Co. | 106,347 | $17.0M | 0.18% | +1,396+1.3% | Added |
| Washington Trust Co | 106,288 | $17.0M | 0.75% | +155+0.1% | Added |