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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 41,492 | $6.63M | 2.52% | +1,115+2.8% | Added |
| Perigon Wealth Management, LLC | 41,436 | $6.63M | 0.27% | +1,599+4.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 41,397 | $6.62M | 1.96% | −427−1.0% | Reduced |
| Goelzer Investment Management, Inc. | 41,356 | $6.61M | 0.47% | −973−2.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 41,325 | $6.61M | 0.11% | +271+0.7% | Added |
| Stock Yards Bank & Trust Co | 41,308 | $6.61M | 0.26% | −2,032−4.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 40,965 | $6.55M | 2.21% | +649+1.6% | Added |
| Jacobi Capital Management LLC | 40,927 | $6.55M | 0.74% | −347−0.8% | Reduced |
| Trust Co of Vermont | 40,566 | $6.49M | 0.44% | +5,486+15.6% | Added |
| Capital Investment Advisors, LLC | 40,541 | $6.48M | 0.18% | +7,661+23.3% | Added |
| Daymark Wealth Partners, LLC | 40,537 | $6.48M | 0.45% | +24,080+146.3% | Added |
| Investment House LLC | 40,421 | $6.46M | 0.51% | +314+0.8% | Added |
| LGT Group Foundation | 40,315 | $6.45M | 0.16% | −335−0.8% | Reduced |
| Cohen Klingenstein LLC | 40,300 | $6.45M | 0.29% | 00.0% | Unchanged |
| Mark Stevens | 40,089 | $6.41M | 0.86% | −25,084−38.5% | Reduced |
| Field & Main Bank | 40,055 | $6.41M | 3.00% | +9,730+32.1% | Added |
| Pearl River Capital, LLC | 40,033 | $6.40M | 1.00% | +40,033 | New |
| NJ State Employees Deferred Compensation Plan | 40,000 | $6.40M | 0.97% | 00.0% | Unchanged |
| Nwi Management LP | 40,000 | $6.40M | 1.11% | 00.0% | Unchanged |
| First Interstate Bank | 39,962 | $6.39M | 0.55% | −2,107−5.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 39,873 | $6.38M | 0.39% | +6,880+20.9% | Added |
| Everence Capital Management Inc | 39,710 | $6.35M | 0.49% | +2,330+6.2% | Added |
| Cornerstone Wealth Management, LLC | 39,547 | $6.33M | 0.60% | +1,619+4.3% | Added |
| Capula Management Ltd | 39,547 | $6.32M | 0.41% | +39,547 | New |
| Balentine LLC | 39,499 | $6.32M | 0.21% | −285−0.7% | Reduced |
| SFMG, LLC | 39,385 | $6.30M | 0.65% | +970+2.5% | Added |
| Csenge Advisory Group | 39,307 | $6.29M | 0.43% | −33−0.1% | Reduced |
| NBC Securities, Inc. | 39,251 | $6.28M | 0.69% | +39,251 | New |
| Townsend & Associates, Inc | 38,909 | $6.27M | 1.32% | +15,646+67.3% | Added |
| Fundamentun, LLC | 38,579 | $6.17M | 0.92% | +1,466+4.0% | Added |
| Symmetry Partners, LLC | 38,448 | $6.15M | 0.33% | +1,221+3.3% | Added |
| Erste Asset Management GmbH | 38,314 | $6.13M | 0.11% | −4,903−11.3% | Reduced |
| Bahl & Gaynor Inc | 38,249 | $6.12M | 0.04% | +2,425+6.8% | Added |
| Greenwood Capital Associates LLC | 38,143 | $6.10M | 0.89% | +559+1.5% | Added |
| Sitrin Capital Management LLC | 38,030 | $6.08M | 3.80% | −4,430−10.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 38,009 | $6.08M | 1.46% | +80.0% | Added |
| Simplex Trading, LLC | 37,999 | $6.08M | 0.22% | +37,999 | New |
| Investment Advisory Services Inc | 37,931 | $6.07M | 2.61% | +109+0.3% | Added |
| King Wealth | 37,908 | $6.06M | 1.28% | +1,487+4.1% | Added |
| Weik Capital Management | 37,872 | $6.06M | 2.98% | −640−1.7% | Reduced |
| Advanced Asset Management Advisors Inc | 37,650 | $6.02M | 1.44% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 37,189 | $5.95M | 1.85% | +338+0.9% | Added |
| Canal Capital Management, LLC | 37,033 | $5.92M | 1.21% | +340+0.9% | Added |
| Buck Wealth Strategies, LLC | 36,778 | $5.88M | 2.36% | −938−2.5% | Reduced |
| Pavion Blue Capital, LLC | 36,591 | $5.85M | 3.56% | −112−0.3% | Reduced |
| Laffer Tengler Investments | 36,534 | $5.84M | 1.72% | +11,325+44.9% | Added |
| Fragasso Group Inc. | 36,526 | $5.84M | 0.61% | −733−2.0% | Reduced |
| Diversified Trust Co | 36,460 | $5.83M | 0.22% | −214−0.6% | Reduced |
| Assetmark, Inc | 36,448 | $5.83M | 0.02% | −6,282−14.7% | Reduced |
| Credit Agricole S A | 36,440 | $5.83M | 0.18% | +18,432+102.4% | Added |
| Red Door Wealth Management, LLC | 36,291 | $5.80M | 1.45% | −1,657−4.4% | Reduced |
| Berger Financial Group, Inc | 36,140 | $5.78M | 0.66% | +272+0.8% | Added |
| Dana Investment Advisors, Inc. | 35,987 | $5.76M | 0.29% | +1,974+5.8% | Added |
| Twin Capital Management Inc | 35,971 | $5.75M | 0.83% | +3,914+12.2% | Added |
| Skye Global Management LP | 35,800 | $5.73M | 0.17% | −584,200−94.2% | Reduced |
| Eisler Capital (UK) Ltd. | 35,469 | $5.67M | 0.25% | +30,956+685.9% | Added |
| Hixon Zuercher, LLC | 35,262 | $5.64M | 2.96% | −4,080−10.4% | Reduced |
| Cornerstone Wealth Group, LLC | 35,113 | $5.62M | 1.00% | −1,589−4.3% | Reduced |
| Baugh & Associates, LLC | 34,916 | $5.58M | 3.49% | −52−0.1% | Reduced |
| Moody National Bank Trust Division | 34,866 | $5.58M | 0.36% | +4,212+13.7% | Added |
| Flputnam Investment Management Co | 34,745 | $5.56M | 0.15% | +2,793+8.7% | Added |
| Grassi Investment Management | 34,707 | $5.55M | 0.64% | 00.0% | Unchanged |
| Moreno Evelyn V | 34,652 | $5.54M | 1.21% | −188−0.5% | Reduced |
| Family Management Corp | 34,573 | $5.53M | 1.27% | −1,407−3.9% | Reduced |
| Plimoth Trust Co LLC | 34,570 | $5.53M | 1.73% | +232+0.7% | Added |
| Mutual Advisors, LLC | 34,310 | $5.49M | 0.21% | −121−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 34,060 | $5.48M | 0.27% | +14,079+70.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 34,220 | $5.47M | 0.35% | +1,042+3.1% | Added |
| United Capital Management of KS, Inc. | 34,194 | $5.47M | 1.86% | +50.0% | Added |
| Alberta Investment Management Corp | 34,100 | $5.45M | 0.06% | −54,990−61.7% | Reduced |
| Proequities, Inc. | 33,986 | $5.44M | 0.42% | +1,515+4.7% | Added |
| McGuire Investment Group, LLC | 33,900 | $5.42M | 1.05% | +4,827+16.6% | Added |
| Great Lakes Advisors, LLC | 33,863 | $5.42M | 0.05% | −13,815−29.0% | Reduced |
| Westwood Management Corp | 33,820 | $5.41M | 0.78% | −3,000−8.1% | Reduced |
| Wesleyan Assurance Society | 33,750 | $5.40M | 0.60% | 00.0% | Unchanged |
| IFG Advisory, LLC | 33,720 | $5.39M | 0.45% | +619+1.9% | Added |
| K.J. Harrison & Partners Inc | 33,704 | $5.39M | 1.22% | −5,000−12.9% | Reduced |
| Oak Family Advisors, LLC | 33,673 | $5.39M | 2.55% | +25,684+321.5% | Added |
| Old National Bancorp | 33,663 | $5.38M | 0.16% | −609−1.8% | Reduced |
| TD Private Client Wealth LLC | 33,651 | $5.38M | 0.23% | −8,532−20.2% | Reduced |
| Harrell Investment Partners, LLC | 33,378 | $5.34M | 1.82% | +2,200+7.1% | Added |
| Choate Investment Advisors | 33,303 | $5.33M | 0.21% | +3,243+10.8% | Added |
| Asset Planning Services Inc | 33,290 | $5.32M | 3.50% | +815+2.5% | Added |
| Baker Chad R | 33,115 | $5.30M | 1.34% | +115+0.3% | Added |
| Jupiter Asset Management Ltd | 33,071 | $5.29M | 0.06% | −81,092−71.0% | Reduced |
| Venture Visionary Partners LLC | 32,983 | $5.28M | 0.32% | +362+1.1% | Added |
| L & S Advisors Inc | 32,898 | $5.26M | 0.76% | +325+1.0% | Added |
| Acropolis Investment Management, LLC | 32,855 | $5.25M | 0.41% | −143−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 32,790 | $5.24M | 0.16% | −42,371−56.4% | Reduced |
| Ci Investments Inc. | 32,762 | $5.24M | 0.03% | +2,139+7.0% | Added |
| Kingsview Wealth Management, LLC | 32,764 | $5.24M | 0.19% | −15,499−32.1% | Reduced |
| Royal Fund Management, LLC | 32,629 | $5.22M | 0.75% | −1,690−4.9% | Reduced |
| Adell Harriman & Carpenter Inc | 32,547 | $5.21M | 0.54% | +1,625+5.3% | Added |
| Conning Inc. | 32,478 | $5.19M | 0.19% | −1,657−4.9% | Reduced |
| Wexford Capital LP | 32,472 | $5.19M | 1.18% | +29,500+992.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 32,467 | $5.19M | 1.79% | −1,254−3.7% | Reduced |
| Busey Wealth Management | 32,353 | $5.17M | 0.22% | −2,217−6.4% | Reduced |
| Little House Capital LLC | 32,311 | $5.17M | 2.12% | +6,509+25.2% | Added |
| Asset Dedication, LLC | 32,334 | $5.16M | 0.44% | +403+1.3% | Added |
| Ashton Thomas Private Wealth, LLC | 32,211 | $5.15M | 0.38% | +6,653+26.0% | Added |