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 |
|---|---|---|---|---|---|
| Arvest Trust Co N A | 70,299 | $11.2M | 0.73% | +537+0.8% | Added |
| Thoroughbred Financial Services, LLC | 70,151 | $11.2M | 1.10% | +19,814+39.4% | Added |
| Norinchukin Bank, The | 70,059 | $11.2M | 0.26% | −58,983−45.7% | Reduced |
| Callahan Advisors, LLC | 69,908 | $11.2M | 1.40% | +232+0.3% | Added |
| Edmond de Rothschild Holding S.A. | 69,560 | $11.1M | 0.23% | −5,204−7.0% | Reduced |
| GDS Wealth Management | 69,345 | $11.1M | 1.74% | +3,507+5.3% | Added |
| Foster Victor Wealth Advisors, LLC | 70,215 | $11.0M | 1.28% | −197−0.3% | Reduced |
| Shelter Mutual Insurance Co | 68,172 | $10.9M | 3.04% | −6,200−8.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 68,104 | $10.9M | 1.77% | −13,185−16.2% | Reduced |
| LMCG Investments, LLC | 67,969 | $10.9M | 0.73% | −1,618−2.3% | Reduced |
| Patten & Patten Inc | 67,861 | $10.9M | 0.95% | +720+1.1% | Added |
| Modera Wealth Management, LLC | 67,661 | $10.8M | 0.20% | −702−1.0% | Reduced |
| Hartline Investment Corp | 67,522 | $10.8M | 1.94% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 67,502 | $10.8M | 4.32% | −516−0.8% | Reduced |
| American National Bank | 67,454 | $10.8M | 1.84% | −10,102−13.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 67,082 | $10.7M | 0.05% | +67,082 | New |
| LMG Wealth Partners, LLC | 66,950 | $10.7M | 3.26% | +299+0.4% | Added |
| Abner Herrman & Brock LLC | 66,690 | $10.7M | 1.63% | +59,143+783.7% | Added |
| Kovitz Investment Group Partners, LLC | 65,630 | $10.5M | 0.19% | −5,954−8.3% | Reduced |
| Hilton Capital Management, LLC | 65,614 | $10.5M | 1.40% | −26,186−28.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 65,486 | $10.5M | 0.16% | +6,982+11.9% | Added |
| Granite Bay Wealth Management, LLC | 65,520 | $10.5M | 0.10% | +65,520 | New |
| Investment Management Corp of Ontario | 65,098 | $10.4M | 0.41% | +41,935+181.0% | Added |
| CCM Investment Advisers LLC | 65,077 | $10.4M | 1.44% | +261+0.4% | Added |
| Rowland & Co Investment Counsel | 65,077 | $10.4M | 2.57% | −258−0.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 64,990 | $10.4M | 0.40% | +3,732+6.1% | Added |
| Snowden Capital Advisors LLC | 64,890 | $10.4M | 0.44% | −41,805−39.2% | Reduced |
| Hook Mill Capital Partners, LP | 64,494 | $10.3M | 4.01% | +28,314+78.3% | Added |
| Allen Investment Management LLC | 64,488 | $10.3M | 0.15% | 00.0% | Unchanged |
| Foster & Motley Inc | 64,227 | $10.3M | 0.84% | −1,387−2.1% | Reduced |
| Meitav Dash Investments Ltd | 62,769 | $10.3M | 0.17% | −57,837−48.0% | Reduced |
| RiverFront Investment Group, LLC | 85,744 | $10.2M | 0.36% | −627−0.7% | Reduced |
| Shelton Capital Management | 63,540 | $10.2M | 0.37% | +18,100+39.8% | Added |
| City Holding Co | 63,253 | $10.1M | 1.80% | +836+1.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 62,897 | $10.1M | 0.39% | +6,016+10.6% | Added |
| Axxcess Wealth Management, LLC | 62,881 | $10.1M | 0.34% | +31,296+99.1% | Added |
| Cetera Advisors LLC | 62,500 | $10.0M | 0.16% | −1,374−2.2% | Reduced |
| Oak Harvest Investment Services | 62,409 | $9.98M | 2.11% | +2,943+4.9% | Added |
| Savant Capital, LLC | 62,272 | $9.96M | 0.15% | +1,086+1.8% | Added |
| Pinnbrook Capital Management LP | 62,154 | $9.94M | 6.55% | +36,306+140.5% | Added |
| Dorchester Wealth Management Co | 62,045 | $9.92M | 2.01% | −45−0.1% | Reduced |
| Webster Bank, N. A. | 61,939 | $9.91M | 1.34% | +199+0.3% | Added |
| GFS Advisors, LLC | 61,819 | $9.89M | 1.54% | +29,624+92.0% | Added |
| Tower Bridge Advisors | 61,332 | $9.81M | 0.91% | −876−1.4% | Reduced |
| St Germain D J Co Inc | 61,158 | $9.78M | 0.55% | −3,761−5.8% | Reduced |
| Greystone Financial Group, LLC | 60,823 | $9.73M | 2.43% | −304−0.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 60,783 | $9.72M | 0.41% | −526−0.9% | Reduced |
| Ieq Capital, LLC | 60,553 | $9.68M | 0.20% | +2,532+4.4% | Added |
| Lowe Brockenbrough & Co Inc | 60,270 | $9.64M | 0.75% | −1,680−2.7% | Reduced |
| Canal Insurance CO | 60,000 | $9.60M | 2.76% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 60,469 | $9.59M | 0.89% | +30,368+100.9% | Added |
| Toroso Investments, LLC | 59,384 | $9.50M | 0.29% | −2,563−4.1% | Reduced |
| MMBG Investment Advisors Co. | 59,210 | $9.47M | 1.19% | −1,120−1.9% | Reduced |
| Metropolitan Life Insurance Co | 59,049 | $9.44M | 0.49% | −2,076−3.4% | Reduced |
| Eagle Asset Management Inc | 58,839 | $9.41M | 0.06% | +15,115+34.6% | Added |
| Executive Wealth Management, LLC | 58,816 | $9.41M | 0.97% | +1,041+1.8% | Added |
| Metis Global Partners, LLC | 58,725 | $9.39M | 0.45% | +10,048+20.6% | Added |
| TownSquare Capital, LLC | 58,333 | $9.33M | 0.17% | +158+0.3% | Added |
| Buckingham Strategic Wealth, LLC | 58,225 | $9.31M | 0.13% | +3,788+7.0% | Added |
| Ziegler Capital Management, LLC | 58,031 | $9.28M | 0.37% | −2,561−4.2% | Reduced |
| Allworth Financial LP | 57,738 | $9.23M | 0.08% | +4,937+9.4% | Added |
| Moran Wealth Management, LLC | 57,668 | $9.22M | 0.36% | −2,462−4.1% | Reduced |
| Motco | 57,575 | $9.21M | 0.63% | −1,244−2.1% | Reduced |
| Sawtooth Solutions, LLC | 57,570 | $9.21M | 0.30% | −9,620−14.3% | Reduced |
| Ritholtz Wealth Management | 57,442 | $9.19M | 0.41% | +2,521+4.6% | Added |
| Quantitative Investment Management, LLC | 57,324 | $9.17M | 1.41% | −89,959−61.1% | Reduced |
| One Capital Management, LLC | 57,149 | $9.14M | 0.41% | +1,391+2.5% | Added |
| Verition Fund Management LLC | 57,086 | $9.13M | 0.12% | +5,658+11.0% | Added |
| Sowell Financial Services LLC | 56,953 | $9.11M | 0.57% | −302,883−84.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 56,906 | $9.10M | 0.32% | −97,649−63.2% | Reduced |
| Parkside Investments, LLC | 56,802 | $9.08M | 1.67% | −2,300−3.9% | Reduced |
| Farmers Trust Co | 56,698 | $9.07M | 2.09% | −11,458−16.8% | Reduced |
| Winton Group Ltd | 56,498 | $9.04M | 0.74% | −7,902−12.3% | Reduced |
| GHP Investment Advisors, Inc. | 56,444 | $9.02M | 0.55% | +265+0.5% | Added |
| Pettyjohn, Wood & White, Inc | 55,922 | $8.94M | 2.11% | +331+0.6% | Added |
| First National Bank of Omaha | 55,912 | $8.94M | 0.58% | −17,039−23.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 55,851 | $8.93M | 0.60% | +42,149+307.6% | Added |
| Charter Trust Co | 55,787 | $8.92M | 0.71% | −38−0.1% | Reduced |
| LS Investment Advisors, LLC | 55,646 | $8.90M | 1.67% | −1,224−2.2% | Reduced |
| Visionary Wealth Advisors | 55,532 | $8.88M | 0.72% | +380+0.7% | Added |
| Richard C. Young & CO., LTD. | 55,511 | $8.88M | 1.26% | −413−0.7% | Reduced |
| Arkadios Wealth Advisors | 55,454 | $8.87M | 0.84% | +11,855+27.2% | Added |
| First American Bank | 55,262 | $8.84M | 0.80% | +1,779+3.3% | Added |
| Colonial Trust Advisors | 55,191 | $8.83M | 1.01% | +1,451+2.7% | Added |
| Keb Asset Management, LLC | 54,971 | $8.79M | 3.63% | +525+1.0% | Added |
| Valicenti Advisory Services Inc | 54,918 | $8.78M | 3.00% | +406+0.7% | Added |
| Monarch Capital Management Inc | 54,853 | $8.77M | 2.82% | −896−1.6% | Reduced |
| Mattern Capital Management, LLC | 54,670 | $8.74M | 1.41% | +3,009+5.8% | Added |
| Saranac Partners Ltd | 54,624 | $8.74M | 4.91% | −955−1.7% | Reduced |
| Boston Private Wealth LLC | 54,597 | $8.73M | 0.19% | +163+0.3% | Added |
| Ontario Teachers Pension Plan Board | 54,221 | $8.67M | 0.09% | +5,059+10.3% | Added |
| Marble Harbor Investment Counsel, LLC | 54,217 | $8.67M | 1.14% | −525−1.0% | Reduced |
| American Assets Investment Management, LLC | 54,000 | $8.64M | 0.96% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 53,941 | $8.63M | 0.52% | +1,993+3.8% | Added |
| Pacific Global Investment Management CO | 53,656 | $8.58M | 1.89% | +731+1.4% | Added |
| Physicians Financial Services, Inc. | 53,658 | $8.58M | 3.51% | +99+0.2% | Added |
| First American Trust, FSB | 53,575 | $8.57M | 1.21% | +14,354+36.6% | Added |
| Great Valley Advisor Group, Inc. | 53,530 | $8.56M | 0.35% | +3,540+7.1% | Added |
| Terry L. Blaker | 53,440 | $8.55M | 0.76% | +1,940+3.8% | Added |
| Bright Rock Capital Management, LLC | 53,000 | $8.48M | 2.07% | 00.0% | Unchanged |