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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 32,150 | $5.14M | 0.33% | +2,610+8.8% | Added |
| Opus Investment Management Inc | 32,000 | $5.12M | 3.15% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 31,913 | $5.10M | 2.29% | −1,136−3.4% | Reduced |
| Tradewinds, LLC. | 31,905 | $5.10M | 3.00% | −609−1.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 31,782 | $5.08M | 1.79% | −33−0.1% | Reduced |
| Spire Wealth Management | 31,676 | $5.07M | 0.19% | +7,438+30.7% | Added |
| Aaron Wealth Advisors | 31,635 | $5.06M | 0.65% | +75+0.2% | Added |
| Consolidated Planning Corp | 31,631 | $5.06M | 1.12% | +1,193+3.9% | Added |
| Madison Wealth Management | 31,551 | $5.05M | 1.06% | +19,508+162.0% | Added |
| NBT Bank N A | 31,517 | $5.04M | 0.48% | +3,368+12.0% | Added |
| Proficio Capital Partners LLC | 31,382 | $5.02M | 0.67% | +187+0.6% | Added |
| Horrell Capital Management, Inc. | 31,290 | $5.00M | 1.66% | −388−1.2% | Reduced |
| Texas Yale Capital Corp. | 31,190 | $4.99M | 0.22% | −177−0.6% | Reduced |
| TCG Advisory Services, LLC | 31,173 | $4.99M | 0.77% | +3,958+14.5% | Added |
| SG Americas Securities, LLC | 31,172 | $4.99M | 0.07% | −40,863−56.7% | Reduced |
| First Citizens Bank & Trust Co | 31,118 | $4.98M | 0.10% | −4,522−12.7% | Reduced |
| Arete Wealth Advisors, LLC | 30,995 | $4.96M | 0.86% | −5,399−14.8% | Reduced |
| Freestone Capital Holdings, LLC | 30,951 | $4.95M | 0.26% | +3,593+13.1% | Added |
| Silvercrest Asset Management Group LLC | 30,786 | $4.92M | 0.04% | +2,885+10.3% | Added |
| Jacobs & Co | 30,788 | $4.92M | 0.61% | −654−2.1% | Reduced |
| Wedbush Securities Inc | 30,743 | $4.92M | 0.24% | +832+2.8% | Added |
| World Equity Group, Inc. | 30,726 | $4.91M | 1.03% | +16,539+116.6% | Added |
| Signet Investment Advisory Group, Inc. | 30,675 | $4.91M | 3.26% | −128−0.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 30,585 | $4.89M | 1.21% | −878−2.8% | Reduced |
| Wendell David Associates Inc | 30,501 | $4.88M | 0.57% | +345+1.1% | Added |
| Empowered Funds, LLC | 30,486 | $4.88M | 0.14% | −31−0.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 37,498 | $4.86M | 1.73% | +136+0.4% | Added |
| WCG Wealth Advisors LLC | 30,337 | $4.85M | 0.36% | +30,337 | New |
| RBA Wealth Management, LLC | 30,293 | $4.84M | 2.33% | +200+0.7% | Added |
| Ballentine Partners, LLC | 30,207 | $4.83M | 0.11% | +58+0.2% | Added |
| Foundations Investment Advisors, LLC | 30,201 | $4.83M | 0.15% | +17,866+144.8% | Added |
| Fulton Bank, N.A. | 30,128 | $4.82M | 0.24% | −2,856−8.7% | Reduced |
| Moneta Group Investment Advisors LLC | 30,105 | $4.81M | 0.11% | +1,490+5.2% | Added |
| Chickasaw Capital Management LLC | 30,027 | $4.80M | 0.26% | −20−0.1% | Reduced |
| Summit Financial Strategies, Inc. | 29,989 | $4.80M | 0.91% | −310−1.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 29,878 | $4.78M | 1.70% | +50+0.2% | Added |
| Power Corp of Canada | 29,866 | $4.78M | 0.30% | 00.0% | Unchanged |
| Constitution Capital LLC | 29,829 | $4.77M | 3.25% | −7,025−19.1% | Reduced |
| Exeter Financial, LLC | 29,592 | $4.74M | 2.50% | −240−0.8% | Reduced |
| Millennium Capital Advisors, LLC | 29,642 | $4.74M | 4.05% | −90.0% | Reduced |
| Clearstead Advisors, LLC | 29,614 | $4.74M | 0.29% | −36−0.1% | Reduced |
| Amarillo National Bank | 29,606 | $4.73M | 0.99% | 00.0% | Unchanged |
| Graypoint LLC | 29,600 | $4.73M | 0.44% | +312+1.1% | Added |
| Spinnaker Trust | 29,581 | $4.73M | 0.36% | −2,729−8.4% | Reduced |
| Washington Trust Advisors, Inc. | 29,561 | $4.73M | 0.49% | −500−1.7% | Reduced |
| Merit Financial Group, LLC | 29,555 | $4.73M | 0.16% | +625+2.2% | Added |
| Buckhead Capital Management LLC | 29,509 | $4.72M | 1.96% | −38,399−56.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 29,489 | $4.72M | 0.59% | +2,864+10.8% | Added |
| William Allan, LLC | 29,411 | $4.70M | 3.72% | −696−2.3% | Reduced |
| Strategy Asset Managers LLC | 29,395 | $4.70M | 1.23% | −6,175−17.4% | Reduced |
| New England Asset Management Inc | 29,375 | $4.70M | 0.77% | −800−2.7% | Reduced |
| Legato Capital Management LLC | 29,233 | $4.68M | 0.68% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 29,228 | $4.67M | 0.34% | +3,867+15.2% | Added |
| Annandale Capital, LLC | 29,126 | $4.66M | 1.39% | +10.0% | Added |
| Patton Albertson Miller Group, LLC | 29,116 | $4.66M | 0.91% | +296+1.0% | Added |
| Journey Advisory Group, LLC | 29,113 | $4.66M | 0.70% | +768+2.7% | Added |
| Courier Capital LLC | 29,083 | $4.65M | 0.39% | +5,623+24.0% | Added |
| Spring Capital Management, LLC | 29,026 | $4.64M | 3.90% | −155−0.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,013 | $4.64M | 0.05% | −290−1.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 28,983 | $4.64M | 1.81% | −50−0.2% | Reduced |
| Gunn & Co Investment Management, Inc. | 28,733 | $4.59M | 4.04% | +28,733 | New |
| Sompo Asset Management Co., Ltd. | 28,710 | $4.59M | 1.01% | −490−1.7% | Reduced |
| Two Sigma Advisers, LP | 28,700 | $4.59M | 0.01% | −1,496,100−98.1% | Reduced |
| Bank of Hawaii | 28,639 | $4.58M | 0.26% | +656+2.3% | Added |
| Estabrook Capital Management | 28,633 | $4.58M | 0.81% | +100.0% | Added |
| Independent Financial Group, LLC | 28,582 | $4.57M | 0.30% | +2,610+10.0% | Added |
| Mechanics Bank Trust Department | 28,380 | $4.54M | 0.76% | +180+0.6% | Added |
| Keeler Thomas Management LLC | 28,316 | $4.53M | 1.68% | −2,316−7.6% | Reduced |
| Hourglass Capital, LLC | 28,300 | $4.53M | 1.60% | −8,650−23.4% | Reduced |
| Capital Analysts, LLC | 28,279 | $4.52M | 0.25% | −232−0.8% | Reduced |
| Rothschild Investment Corp | 28,165 | $4.50M | 0.38% | +116+0.4% | Added |
| Glen Eagle Advisors, LLC | 28,134 | $4.50M | 1.04% | +436+1.6% | Added |
| Moody Lynn & Lieberson, LLC | 28,052 | $4.49M | 0.38% | +9,177+48.6% | Added |
| Legacy Wealth Management, LLC | 27,999 | $4.48M | 2.33% | −180−0.6% | Reduced |
| Wade G W & Inc | 27,946 | $4.47M | 0.17% | +1,490+5.6% | Added |
| SignalPoint Asset Management, LLC | 27,911 | $4.46M | 1.42% | −118−0.4% | Reduced |
| Benjamin Edwards Inc | 27,866 | $4.46M | 1.06% | +4,559+19.6% | Added |
| Richard Bernstein Advisors LLC | 27,856 | $4.46M | 0.10% | −16,656−37.4% | Reduced |
| Windward Capital Management Co | 27,856 | $4.46M | 0.44% | −73−0.3% | Reduced |
| NovaPoint Capital, LLC | 27,763 | $4.44M | 1.76% | +475+1.7% | Added |
| Capital City Trust Co | 27,600 | $4.41M | 1.46% | +111+0.4% | Added |
| RFG Advisory, LLC | 27,571 | $4.41M | 0.20% | +1,736+6.7% | Added |
| Inscription Capital, LLC | 27,551 | $4.41M | 1.44% | −208−0.7% | Reduced |
| Institutional & Family Asset Management, LLC | 27,536 | $4.40M | 0.72% | +70+0.3% | Added |
| Gladstone Institutional Advisory LLC | 27,471 | $4.39M | 0.28% | +929+3.5% | Added |
| Meridian Wealth Management, LLC | 27,221 | $4.35M | 0.27% | −612−2.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $4.33M | 3.31% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 26,994 | $4.32M | 0.17% | −157−0.6% | Reduced |
| Ar Asset Management Inc | 26,800 | $4.29M | 1.20% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 26,751 | $4.28M | 0.93% | −919−3.3% | Reduced |
| Horan Capital Advisors, LLC. | 26,681 | $4.27M | 1.72% | −633−2.3% | Reduced |
| Silvant Capital Management LLC | 26,677 | $4.27M | 0.26% | 00.0% | Unchanged |
| Lincoln National Corp | 26,673 | $4.27M | 0.09% | +2,275+9.3% | Added |
| Dynamic Advisor Solutions LLC | 26,589 | $4.25M | 0.20% | +3,044+12.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 26,580 | $4.25M | 1.00% | −1,580−5.6% | Reduced |
| Quest Investment Management LLC | 26,580 | $4.25M | 0.60% | 00.0% | Unchanged |
| Slow Capital, Inc. | 26,563 | $4.25M | 0.78% | +1,482+5.9% | Added |
| Hodges Capital Management Inc. | 26,543 | $4.25M | 0.51% | +10,317+63.6% | Added |
| Herold Advisors, Inc. | 26,385 | $4.22M | 1.28% | +111+0.4% | Added |
| Evercore Wealth Management, LLC | 26,302 | $4.21M | 0.08% | −110−0.4% | Reduced |