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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 105,807 | $16.9M | 0.49% | +36,531+52.7% | Added |
| Anchor Capital Advisors LLC | 105,798 | $16.9M | 0.47% | −4,086−3.7% | Reduced |
| Oppenheimer Asset Management Inc. | 104,704 | $16.7M | 0.26% | −1,474−1.4% | Reduced |
| Gradient Investments LLC | 104,008 | $16.6M | 0.44% | +7,725+8.0% | Added |
| National Asset Management, Inc. | 103,607 | $16.6M | 0.45% | +2,490+2.5% | Added |
| Bollard Group LLC | 103,480 | $16.6M | 0.61% | +297+0.3% | Added |
| Vontobel Holding Ltd. | 103,256 | $16.5M | 0.15% | +4,618+4.7% | Added |
| Asset Advisors Investment Management, LLC | 103,065 | $16.5M | 2.22% | −928−0.9% | Reduced |
| Independent Advisor Alliance | 102,963 | $16.5M | 0.74% | +2,345+2.3% | Added |
| Securian Asset Management, Inc | 102,418 | $16.4M | 0.49% | −11,944−10.4% | Reduced |
| JustInvest LLC | 102,039 | $16.3M | 0.49% | +9,390+10.1% | Added |
| Managed Asset Portfolios, LLC | 101,606 | $16.2M | 2.49% | +516+0.5% | Added |
| MAI Capital Management | 101,106 | $16.2M | 0.24% | +7,828+8.4% | Added |
| Tiaa Trust, National Association | 100,390 | $16.1M | 0.06% | +100,390 | New |
| Bellecapital International Ltd. | 99,074 | $15.8M | 3.97% | −582−0.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 98,868 | $15.8M | 0.55% | +769+0.8% | Added |
| Sonora Investment Management Group, LLC | 98,369 | $15.7M | 1.35% | −1,622−1.6% | Reduced |
| Hartford Investment Management Co | 98,150 | $15.7M | 0.63% | −1,154−1.2% | Reduced |
| Bragg Financial Advisors, Inc | 97,863 | $15.7M | 0.83% | −1,260−1.3% | Reduced |
| HM Payson & Co | 97,838 | $15.6M | 0.37% | −2,109−2.1% | Reduced |
| FineMark National Bank & Trust | 97,571 | $15.6M | 0.68% | +247+0.3% | Added |
| Vident Advisory, LLC | 97,536 | $15.6M | 0.48% | +97,536 | New |
| Westchester Capital Management, Inc. | 97,352 | $15.6M | 4.46% | −1,579−1.6% | Reduced |
| CV Advisors LLC | 97,134 | $15.5M | 12.38% | 00.0% | Unchanged |
| Sandy Spring Bank | 96,190 | $15.4M | 0.86% | −514−0.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 96,190 | $15.4M | 0.69% | −1,365−1.4% | Reduced |
| HB Wealth Management, LLC | 96,135 | $15.4M | 0.25% | +5,250+5.8% | Added |
| Pacer Advisors, Inc. | 95,809 | $15.3M | 0.06% | +2,342+2.5% | Added |
| Polar Asset Management Partners Inc. | 95,300 | $15.2M | 0.37% | +28,900+43.5% | Added |
| Calamos Wealth Management LLC | 95,220 | $15.2M | 1.15% | −1,010−1.0% | Reduced |
| Lido Advisors, LLC | 94,656 | $15.1M | 0.17% | +4,582+5.1% | Added |
| Lockheed Martin Investment Management Co | 99,112 | $15.0M | 1.15% | −16,760−14.5% | Reduced |
| Sather Financial Group Inc | 93,077 | $14.9M | 1.24% | +420.0% | Added |
| Picton Mahoney Asset Management | 93,067 | $14.9M | 0.69% | +1,755+1.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 92,294 | $14.8M | 2.25% | +962+1.1% | Added |
| Atwood & Palmer Inc | 91,597 | $14.6M | 1.28% | +210+0.2% | Added |
| Prospera Financial Services Inc | 91,484 | $14.6M | 0.57% | −2,113−2.3% | Reduced |
| Core Alternative Capital | 91,166 | $14.6M | 2.25% | −13,025−12.5% | Reduced |
| TCTC Holdings, LLC | 90,742 | $14.5M | 0.56% | −300−0.3% | Reduced |
| Wesbanco Bank Inc | 90,651 | $14.5M | 0.63% | −271−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 90,595 | $14.5M | 0.20% | −548−0.6% | Reduced |
| Northwest & Ethical Investments L.P. | 90,583 | $14.5M | 0.49% | +45,698+101.8% | Added |
| Edge Capital Group, LLC | 90,256 | $14.4M | 0.94% | −14,414−13.8% | Reduced |
| Van Eck Associates Corp | 89,943 | $14.4M | 0.03% | +3,778+4.4% | Added |
| Janney Capital Management LLC | 89,583 | $14.3M | 1.10% | +433+0.5% | Added |
| Concentric Capital Strategies, LP | 89,095 | $14.2M | 1.60% | +65,724+281.2% | Added |
| Louisiana State Employees Retirement System | 88,400 | $14.1M | 0.32% | +1,600+1.8% | Added |
| South State Corp. | 88,217 | $14.1M | 1.34% | −458−0.5% | Reduced |
| BTC Capital Management, Inc. | 88,219 | $14.1M | 1.63% | −4,557−4.9% | Reduced |
| First Nebraska Trust Co | 87,450 | $14.0M | 1.73% | −605−0.7% | Reduced |
| Easterly Investment Partners LLC | 86,793 | $13.9M | 1.53% | −37,740−30.3% | Reduced |
| Tompkins Financial Corp | 86,506 | $13.8M | 2.18% | +7,903+10.1% | Added |
| Stillwater Capital Advisors, LLC | 85,847 | $13.7M | 2.50% | +356+0.4% | Added |
| Walleye Trading LLC | 85,804 | $13.7M | 0.32% | +85,804 | New |
| Marco Investment Management LLC | 85,455 | $13.7M | 1.57% | −168−0.2% | Reduced |
| 1832 Asset Management L.P. | 85,087 | $13.6M | 0.03% | +19,381+29.5% | Added |
| Stonebridge Capital Advisors LLC | 84,645 | $13.5M | 1.49% | +1,220+1.5% | Added |
| Zweig-DiMenna Associates LLC | 84,300 | $13.5M | 1.62% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 84,007 | $13.4M | 2.12% | +124+0.1% | Added |
| Montag A & Associates Inc | 83,694 | $13.4M | 0.85% | +8,277+11.0% | Added |
| Guardian Capital Advisors LP | 84,439 | $13.4M | 1.50% | −2,221−2.6% | Reduced |
| Candriam Luxembourg S.C.A. | 81,837 | $13.1M | 0.11% | −3,245−3.8% | Reduced |
| Moors & Cabot, Inc. | 81,613 | $13.1M | 0.89% | −2,642−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 81,457 | $13.0M | 0.41% | +7,672+10.4% | Added |
| Quantinno Capital Management LP | 81,455 | $13.0M | 0.59% | +21,859+36.7% | Added |
| Segment Wealth Management, LLC | 80,603 | $12.9M | 1.31% | +1,966+2.5% | Added |
| Parthenon LLC | 80,505 | $12.9M | 1.93% | −1,140−1.4% | Reduced |
| Man Group plc | – | $12.9M | 0.04% | – | – |
| Hamel Associates, Inc. | 80,451 | $12.9M | 4.70% | −325−0.4% | Reduced |
| Franklin Street Advisors Inc | 80,349 | $12.8M | 1.14% | +3,528+4.6% | Added |
| Nemes Rush Group LLC | 80,210 | $12.8M | 2.32% | +10,260+14.7% | Added |
| ClariVest Asset Management LLC | 79,839 | $12.8M | 0.70% | −5,605−6.6% | Reduced |
| Hantz Financial Services, Inc. | 79,598 | $12.7M | 0.32% | +654+0.8% | Added |
| Simmons Bank | 79,163 | $12.7M | 1.12% | −1,590−2.0% | Reduced |
| Gotham Asset Management, LLC | 78,559 | $12.6M | 0.26% | −29,458−27.3% | Reduced |
| Alerus Financial NA | 77,740 | $12.4M | 1.10% | −3,622−4.5% | Reduced |
| James Investment Research Inc | 76,955 | $12.3M | 1.62% | −212−0.3% | Reduced |
| Brown Brothers Harriman & Co | 76,524 | $12.2M | 0.11% | +3,387+4.6% | Added |
| Edge Wealth Management LLC | 76,201 | $12.2M | 2.85% | −562−0.7% | Reduced |
| Forbes J M & Co LLP | 76,016 | $12.2M | 1.58% | +637+0.8% | Added |
| Venturi Wealth Management, LLC | 75,779 | $12.1M | 0.95% | −1,664−2.1% | Reduced |
| Makena Capital Management LLC | 75,735 | $12.1M | 2.59% | +11,260+17.5% | Added |
| Brookstone Capital Management | 75,303 | $12.1M | 0.27% | −64−0.1% | Reduced |
| CSM Advisors, LLC | 75,651 | $12.1M | 1.05% | −2,465−3.2% | Reduced |
| Invictus Private Wealth, LLC | 75,342 | $12.0M | 1.32% | −4,193−5.3% | Reduced |
| Advisor Partners II, LLC | 75,208 | $12.0M | 0.48% | +1,989+2.7% | Added |
| Lee Danner & Bass Inc | 74,603 | $11.9M | 1.08% | −1,000−1.3% | Reduced |
| Lynch & Associates | 74,183 | $11.9M | 3.13% | −956−1.3% | Reduced |
| Lazard Asset Management LLC | 73,360 | $11.7M | 0.02% | +8,747+13.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 73,062 | $11.7M | 3.22% | +35,835+96.3% | Added |
| New Mexico Educational Retirement Board | 72,993 | $11.7M | 0.50% | +4,900+7.2% | Added |
| Resources Investment Advisors, LLC. | 72,906 | $11.7M | 0.25% | +6,170+9.2% | Added |
| Pathstone Family Office, LLC | 71,817 | $11.6M | 0.09% | +47,068+190.2% | Added |
| Fiduciary Group LLC | 72,255 | $11.6M | 1.48% | −1,128−1.5% | Reduced |
| Segall Bryant & Hamill, LLC | 72,065 | $11.5M | 0.13% | −898−1.2% | Reduced |
| Dodge & Cox | 71,770 | $11.5M | 0.01% | −1,080−1.5% | Reduced |
| Mastrapasqua Asset Management Inc | 70,964 | $11.3M | 1.33% | −285−0.4% | Reduced |
| Advisory Services Network, LLC | 70,862 | $11.3M | 0.30% | +3,021+4.5% | Added |
| ARS Wealth Advisors Group, LLC | 70,843 | $11.3M | 1.86% | +460+0.7% | Added |
| Adviser Investments LLC | 70,528 | $11.3M | 0.25% | +1,694+2.5% | Added |