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; 4,426 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
- 2,930
- +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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 52,774 | $8.44M | 0.22% | +18,840+55.5% | Added |
| Gabelli Funds LLC | 52,725 | $8.43M | 0.07% | −50−0.1% | Reduced |
| Gladius Capital Management LP | 52,685 | $8.43M | 2.42% | +52,685 | New |
| Marvin & Palmer Associates Inc | 52,593 | $8.41M | 5.46% | −11,104−17.4% | Reduced |
| JB Capital LLC | 52,461 | $8.39M | 0.71% | +7,044+15.5% | Added |
| Polar Capital Holdings Plc | 52,444 | $8.39M | 0.06% | 00.0% | Unchanged |
| Horizon Investments, LLC | 52,408 | $8.38M | 0.25% | +405+0.8% | Added |
| Stratos Wealth Partners, LTD. | 52,162 | $8.34M | 0.18% | +2,845+5.8% | Added |
| Level Four Advisory Services, LLC | 51,913 | $8.30M | 0.54% | −5,807−10.1% | Reduced |
| Ascent Wealth Partners, LLC | 51,922 | $8.30M | 1.53% | −694−1.3% | Reduced |
| RBF Capital, LLC | 51,774 | $8.28M | 0.55% | 00.0% | Unchanged |
| WS Management LLLP | 51,768 | $8.28M | 1.07% | 00.0% | Unchanged |
| Ascent Group, LLC | 50,171 | $8.22M | 0.91% | −6,991−12.2% | Reduced |
| Atwater Malick LLC | 51,417 | $8.22M | 3.62% | +372+0.7% | Added |
| Avitas Wealth Management LLC | 51,315 | $8.21M | 1.56% | −246−0.5% | Reduced |
| Marietta Wealth Management, LLC | 51,207 | $8.19M | 1.63% | −2,204−4.1% | Reduced |
| Schnieders Capital Management LLC | 51,126 | $8.18M | 1.83% | −1,566−3.0% | Reduced |
| BlueCrest Capital Management Ltd | 51,067 | $8.17M | 1.27% | −40,940−44.5% | Reduced |
| Cardinal Capital Management | 51,025 | $8.16M | 1.66% | +2,531+5.2% | Added |
| First Manhattan Co | 50,915 | $8.14M | 0.03% | −772−1.5% | Reduced |
| TLW Wealth Management, LLC | 50,641 | $8.10M | 6.15% | −41−0.1% | Reduced |
| Heritage Trust Co | 50,587 | $8.09M | 1.26% | −226−0.4% | Reduced |
| Auxier Asset Management | 50,553 | $8.08M | 1.38% | −733−1.4% | Reduced |
| Bleakley Financial Group, LLC | 50,496 | $8.08M | 0.28% | −2,960−5.5% | Reduced |
| Citizens Financial Group Inc | 50,371 | $8.06M | 0.33% | +1,474+3.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 50,346 | $8.05M | 0.63% | −40.0% | Reduced |
| Freemont Management S.A. | 50,200 | $8.03M | 1.29% | −8,400−14.3% | Reduced |
| Osborne Partners Capital Management, LLC | 49,898 | $7.98M | 0.59% | +107+0.2% | Added |
| Boyer & Corporon Wealth Management, LLC | 49,718 | $7.95M | 2.91% | −269−0.5% | Reduced |
| FRG Family Wealth Advisors LLC | 49,462 | $7.91M | 1.79% | −507−1.0% | Reduced |
| Griffin Asset Management, Inc. | 49,352 | $7.89M | 1.12% | −3,900−7.3% | Reduced |
| Toth Financial Advisory Corp | 49,203 | $7.87M | 1.20% | −3,850−7.3% | Reduced |
| Summit Global Investments | 49,182 | $7.87M | 0.52% | +2,906+6.3% | Added |
| Burney Co | 48,915 | $7.82M | 0.37% | −725−1.5% | Reduced |
| Empirical Finance, LLC | 48,817 | $7.81M | 0.57% | +4,641+10.5% | Added |
| IHT Wealth Management, LLC | 48,636 | $7.78M | 0.39% | +1,075+2.3% | Added |
| Pittenger & Anderson Inc | 48,468 | $7.75M | 0.39% | +325+0.7% | Added |
| Associated Banc-Corp | 48,378 | $7.74M | 0.30% | −407−0.8% | Reduced |
| Moore Capital Management, LP | 48,214 | $7.71M | 0.21% | +37,361+344.2% | Added |
| Leavell Investment Management, Inc. | 48,177 | $7.71M | 0.54% | +595+1.3% | Added |
| Barbara Oil Co. | 48,000 | $7.68M | 3.64% | 00.0% | Unchanged |
| Meridian Management Co | 47,968 | $7.67M | 2.50% | +888+1.9% | Added |
| Exchange Traded Concepts, LLC | 47,935 | $7.67M | 0.22% | −100,090−67.6% | Reduced |
| First Personal Financial Services | 47,806 | $7.65M | 1.99% | −305−0.6% | Reduced |
| Signaturefd, LLC | 47,618 | $7.62M | 0.20% | +1,543+3.3% | Added |
| Alps Advisors Inc | 47,367 | $7.58M | 0.06% | +13,357+39.3% | Added |
| Bridgecreek Investment Management, LLC | 46,992 | $7.52M | 1.54% | −598−1.3% | Reduced |
| WoodTrust Financial Corp | 46,959 | $7.51M | 1.44% | +514+1.1% | Added |
| Legacy Private Trust Co. | 46,573 | $7.45M | 0.64% | −718−1.5% | Reduced |
| Greenleaf Trust | 46,497 | $7.44M | 0.09% | +2,442+5.5% | Added |
| Boston Research & Management Inc | 46,422 | $7.42M | 2.19% | −527−1.1% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 46,381 | $7.42M | 2.34% | +18,499+66.3% | Added |
| Valeo Financial Advisors, LLC | 45,731 | $7.31M | 0.33% | +1,825+4.2% | Added |
| Trustmark National Bank Trust Department | 45,687 | $7.31M | 0.72% | +1,025+2.3% | Added |
| Mach-1 Financial Group, Inc. | 45,614 | $7.30M | 3.06% | +4,614+11.3% | Added |
| WealthPLAN Partners, LLC | 45,611 | $7.29M | 0.85% | +36,730+413.6% | Added |
| Bradley Foster & Sargent Inc | 46,235 | $7.27M | 0.15% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 45,398 | $7.26M | 1.39% | −1,979−4.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 45,236 | $7.23M | 0.94% | +357+0.8% | Added |
| Chemung Canal Trust Co | 45,048 | $7.20M | 1.65% | −88−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 45,047 | $7.20M | 0.20% | +803+1.8% | Added |
| Cypress Capital Group | 45,018 | $7.20M | 1.04% | +2,088+4.9% | Added |
| Park Avenue Securities LLC | 44,960 | $7.19M | 0.11% | +3,914+9.5% | Added |
| Bogart Wealth, LLC | 44,920 | $7.18M | 0.44% | +10,313+29.8% | Added |
| Covington Investment Advisors Inc. | 44,819 | $7.17M | 1.47% | +130+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 44,794 | $7.16M | 0.25% | +69+0.2% | Added |
| Stevens Capital Management LP | 44,581 | $7.13M | 2.06% | +44,581 | New |
| Vinva Investment Management Ltd | 43,831 | $7.12M | 0.68% | −520−1.2% | Reduced |
| Roundview Capital LLC | 44,529 | $7.12M | 0.72% | −782−1.7% | Reduced |
| Banque Cantonale Vaudoise | 44,459 | $7.11M | 0.36% | −1,640−3.6% | Reduced |
| WealthPlan Investment Management, LLC | 44,347 | $7.09M | 1.25% | +36,468+462.9% | Added |
| Integrated Wealth Concepts LLC | 44,089 | $7.05M | 0.12% | +63+0.1% | Added |
| Coldstream Capital Management Inc | 44,019 | $7.04M | 0.23% | +366+0.8% | Added |
| Sigma Planning Corp | 43,840 | $7.01M | 0.26% | −469−1.1% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 42,684 | $6.99M | 0.51% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 43,611 | $6.98M | 0.13% | +7,128+19.5% | Added |
| Woodstock Corp | 43,644 | $6.98M | 0.88% | +448+1.0% | Added |
| Veriti Management LLC | 43,430 | $6.95M | 0.79% | +974+2.3% | Added |
| Caldwell Trust Co | 43,349 | $6.93M | 0.95% | −245−0.6% | Reduced |
| Strategic Blueprint, LLC | 43,342 | $6.93M | 0.64% | +8,718+25.2% | Added |
| Apollon Wealth Management, LLC | 43,216 | $6.91M | 0.35% | +1,560+3.7% | Added |
| Wetherby Asset Management Inc | 43,169 | $6.90M | 0.39% | −618−1.4% | Reduced |
| EP Wealth Advisors, LLC | 43,140 | $6.90M | 0.11% | −5,496,213−99.2% | Reduced |
| Carret Asset Management, LLC | 43,031 | $6.88M | 0.96% | −150−0.3% | Reduced |
| O'Brien Greene & Co. Inc | 43,026 | $6.88M | 2.52% | −2,716−5.9% | Reduced |
| Hayek Kallen Investment Management | 42,850 | $6.85M | 3.07% | −232−0.5% | Reduced |
| Parallel Advisors, LLC | 42,542 | $6.80M | 0.23% | −1,793−4.0% | Reduced |
| Iyo Bank, Ltd. | 42,540 | $6.80M | 3.70% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 42,536 | $6.80M | 2.44% | +42,536 | New |
| Headinvest, LLC | 42,198 | $6.76M | 1.47% | −90−0.2% | Reduced |
| AIA Group Ltd | 42,227 | $6.75M | 0.33% | −6,523−13.4% | Reduced |
| Fiduciary Trust Co | 42,198 | $6.75M | 0.12% | −2,997−6.6% | Reduced |
| Community Bank, N.A. | 42,111 | $6.73M | 0.94% | −2,340−5.3% | Reduced |
| Ancora Advisors, LLC | 42,101 | $6.73M | 0.18% | +1,317+3.2% | Added |
| Greenline Partners, LLC | 42,021 | $6.72M | 1.27% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 41,850 | $6.69M | 0.17% | +1,274+3.1% | Added |
| Laurel Wealth Advisors LLC | 41,792 | $6.68M | 1.43% | −2,083−4.7% | Reduced |
| Walker Asset Management, LLC | 41,756 | $6.68M | 5.94% | −181−0.4% | Reduced |
| Addenda Capital Inc. | 41,528 | $6.64M | 0.29% | −39−0.1% | Reduced |
| JGP Wealth Management, LLC | 41,512 | $6.64M | 1.11% | +644+1.6% | Added |