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Livermore
ZHEN

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; 4,427 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.

Q4 2023 vs. Q3 2023

How the institutions holding Walmart Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of WMT: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2,930493,090+209
Shares920.2M1.63M920.2M+1.56M (+0.2%)
Value$147.2B$260.1M$145.1B−$1.84B (−1.3%)

49 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (360)

Institutions that held Walmart Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 360 by value.

Institutions new to WMT in Q4 2023
InstitutionSharesValue% of portfolio
BlueSpruce Investments, LP3,605,575$568.4M10.86%
Twinbeech Capital LP672,902$106.1M1.71%
Aquatic Capital Management LLC485,600$76.6M1.95%
Crake Asset Management LLP336,982$53.1M5.06%
Forsta Ap-Fonden328,500$51.8M0.52%
Aware Super Pty Ltd as trustee of Aware Super441,281$49.2M0.67%
Capitolis Liquid Global Markets LLC291,000$45.9M1.89%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund281,300$44.3M0.55%
ExodusPoint Capital Management, LP276,417$43.6M0.54%
SRB Corp270,684$42.7M2.52%
Trexquant Investment LP249,815$39.4M0.89%
Carmignac Gestion241,161$38.0M0.64%
First Financial Bankshares Inc173,028$27.3M0.66%
Lighthouse Investment Partners, LLC158,146$24.9M1.82%
Pathstone Holdings, LLC149,856$23.8M0.13%
Quadrature Capital Ltd140,810$22.2M0.40%
HRT Financial LP140,438$22.1M0.16%
Sapient Capital LLC135,863$21.5M0.55%
Capital Fund Management S.A.130,912$20.6M0.26%
Smith Group Asset Management, LLC122,700$19.3M1.13%
Delta Global Management LP116,937$18.4M2.83%
Varma Mutual Pension Insurance Co108,800$17.2M0.19%
Cullen Investment Group, Ltd.107,020$16.9M2.95%
Woodson Capital Management, LP98,000$15.4M3.59%
FORA Capital, LLC91,909$14.5M1.24%
Concurrent Investment Advisors, LLC81,855$12.9M0.61%
Motley Fool Asset Management LLC80,025$12.6M0.94%
Unisphere Establishment80,000$12.6M0.13%
CTC LLC77,981$12.3M0.12%
Mesirow Financial Investment Management, Inc.73,233$11.1M0.41%
Empirical Capital Management, LLC64,000$10.1M9.23%
HighPoint Advisor Group LLC152,799$9.26M0.66%
Carlson Capital L P56,900$8.97M0.72%
Tredje AP-fonden50,000$7.88M0.10%
Sanibel Captiva Trust Company, Inc.47,061$7.42M0.27%
Tritonpoint Wealth, LLC46,680$7.39M0.72%
GLOBALT Investments LLC45,569$7.18M0.30%
Gilliland Jeter Wealth Management LLC42,422$6.69M2.77%
Strategic Planning Group, LLC41,110$6.48M2.15%
Marex Group plc40,911$6.45M0.25%
HTLF Bank37,349$5.89M0.69%
FJ Investments, LLC36,408$5.74M0.27%
Degroof Petercam Asset Management33,900$5.34M0.07%
DLK Investment Management, LLC32,826$5.18M2.36%
Tyche Wealth Partners LLC31,911$5.03M1.21%
Rothschild Investment LLC28,532$4.50M0.38%
Groupama Asset Managment64,786$4.47M0.12%
Rheos Capital Works Inc.28,000$4.41M0.24%
Kettle Hill Capital Management, LLC27,851$4.39M1.15%
Stablepoint Partners, LLC27,312$4.31M1.10%
AlTi Global, Inc.27,011$4.27M0.13%
Quotient Wealth Partners, LLC26,418$4.16M0.16%
Mirabella Financial Services LLP25,957$4.09M0.59%
Planning Capital Management Corp24,060$3.79M2.96%
Stonebrook Private Inc.23,911$3.77M1.26%
Interval Partners, LP23,723$3.74M0.16%
TCW Group Inc23,668$3.73M0.04%
Berry Wealth Group, LP23,620$3.72M3.43%
Colony Group, LLC22,394$3.53M0.05%
Principal Securities, Inc.22,029$3.47M0.13%
Duality Advisers, LP21,100$3.33M0.35%
Capital Investment Counsel, LLC20,948$3.30M1.25%
Trust Point Inc.20,765$3.27M0.27%
Finivi Inc.20,706$3.26M3.19%
M Holdings Securities, Inc.19,923$3.14M0.35%
M&G Investments (USA) Inc.19,384$3.06M3.02%
Focus Financial Network Inc19,031$3.01M0.11%
Bell & Brown Wealth Advisors, LLC18,905$2.98M1.39%
Quadcap Wealth Management, LLC17,766$2.80M0.72%
Maxwell Wealth Strategies Inc.17,684$2.79M1.82%
Broadwater Capital Management LLC17,646$2.78M2.18%
Lecap Asset Management Ltd17,634$2.78M1.01%
Arvest Investments, Inc.17,475$2.76M0.45%
Cetera Trust Company, N.A17,136$2.70M1.68%
AMJ Financial Wealth Management16,983$2.68M1.13%
Gold Investment Management Ltd.16,494$2.60M1.11%
Quantbot Technologies LP15,905$2.51M0.15%
Beck Capital Management, LLC15,700$2.48M0.85%
Maverick Capital LtdSuperinvestorMaverick Capital15,115$2.38M0.05%
Mustard Seed Financial, LLC15,009$2.37M2.67%
Darwin Advisors, LLC14,845$2.34M0.63%
Steward Partners Investment Solutions, LLC14,784$2.33M0.97%
Weaver Capital Management LLC14,377$2.27M0.92%
Cidel Asset Management Inc14,207$2.24M0.10%
Cantor Fitzgerald Investment Adviser L.P.13,759$2.17M0.17%
Central Valley Advisors, LLC13,757$2.17M1.28%
Rockline Wealth Management, LLC13,637$2.15M0.89%
Handelsinvest Investeringsforvaltning13,054$2.06M0.84%
Evernest Financial Advisors, LLC12,604$1.99M1.01%
XTX Topco Ltd12,507$1.97M0.43%
Midland Wealth Advisors LLC12,427$1.96M0.13%
ROI Financial Advisors, LLC11,348$1.79M1.48%
Second Line Capital, LLC11,065$1.75M0.70%
JPL Wealth Management, LLC10,920$1.72M1.24%
St. Louis Financial Planners Asset Management, LLC10,901$1.72M1.60%
Skopos Labs, Inc.10,797$1.70M0.81%
LM Advisors LLC10,757$1.70M0.34%
MGB Wealth Management, LLC10,634$1.68M0.84%
3Chopt Investment Partners, LLC10,343$1.64M0.60%
Leo Wealth, LLC24,575$1.63M0.17%

Sold out (151)

Institutions that held Walmart Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 151 by value.

Institutions that sold out of WMT in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Holocene Advisors, LP1,582,010$253.0M
Dorsal Capital Management, LLC900,000$143.9M
Davidson Kempner Capital Management LP513,205$82.1M
Cerity Partners LLC436,344$69.8M
Castle Hook Partners LP433,535$69.3M
Shellback Capital, LP286,600$45.8M
SPX Equities Gestao de Recursos Ltda154,900$24.8M
Element Capital Management LLC149,756$24.0M
Mane Global Capital Management LP144,940$23.2M
Hudson Bay Capital Management LP136,494$21.8M
Cantor Fitzgerald, L. P.121,567$19.4M
Polar Asset Management Partners Inc.95,300$15.2M
Concentric Capital Strategies, LP89,095$14.2M
Segall Bryant & Hamill, LLC72,065$11.5M
Parallax Volatility Advisers, L.P.56,906$9.10M
Gladius Capital Management LP52,685$8.43M
Moore Capital Management, LP48,214$7.71M
Stevens Capital Management LP44,581$7.13M
DoubleLine ETF Adviser LP42,536$6.80M
Pearl River Capital, LLC40,033$6.40M
Capula Management Ltd39,547$6.32M
Skye Global Management LP35,800$5.73M
RIA Advisory Group LLC31,913$5.10M
Two Sigma Advisers, LP28,700$4.59M
Stokes Capital Advisors, LLC22,040$3.52M
Cubist Systematic Strategies, LLC21,337$3.41M
Fund Management at Engine No. 1 LLC20,412$3.26M
Neo Ivy Capital Management19,504$3.12M
Centre Asset Management, LLC16,370$2.62M
Jump Financial, LLC15,356$2.46M
Boulder Hill Capital Management LP14,900$2.38M
Cohen Lawrence B14,420$2.31M
Capstone Investment Advisors, LLC13,476$2.16M
Cornercap Investment Counsel Inc13,294$2.13M
IMA Wealth, Inc.12,835$2.05M
Headlands Technologies LLC12,395$1.98M
Lombard Odier Asset Management (Switzerland) SA11,942$1.91M
Strengthening Families & Communities, LLC11,876$1.90M
Wills Financial Group, Inc.11,033$1.76M
Optiver Holding B.V.10,648$1.70M
Connolly Sarah T.10,586$1.69M
Tabor Asset Management, LP10,073$1.61M
Alphadyne Asset Management LP9,641$1.54M
Axq Capital, LP8,200$1.31M
Donoghue Forlines LLC8,163$1.31M
WBI Investments7,885$1.26M
Dark Forest Capital Management LP7,403$1.18M
Shay Capital LLC7,400$1.18M
Fox Run Management, L.L.C.7,151$1.14M
Centiva Capital, LP7,027$1.12M
Bessemer Securities LLC6,328$1.01M
TrimTabs Asset Management, LLC6,195$990.8K
IVC Wealth Advisors LLC5,828$932.1K
Savoie Capital LLC5,778$924.1K
Teza Capital Management LLC5,512$881.5K
MJP Associates Inc5,428$868.4K
Syntal Capital Partners, LLC5,401$863.8K
CTC Alternative Strategies, Ltd.5,300$847.6K
Evoke Wealth, LLC5,174$827.4K
Maven Securities LTD5,056$808.6K
Woodline Partners LP4,901$783.8K
Sanders Morris Harris LLC4,869$778.5K
Boussard & Gavaudan Investment Management LLP4,794$772.4K
Toews Corp4,800$767.7K
Abacus Wealth Partners, LLC4,772$763.2K
Atom Investors LP4,697$751.2K
JSF Financial, LLC4,549$727.6K
Northstar Advisory Group, LLC4,421$707.1K
Fiduciary Planning LLC4,069$650.7K
CMT Capital Markets Trading GmbH3,800$608.0K
Oak Thistle LLC3,487$557.7K
Global Assets Advisory, LLC3,236$517.6K
Echo Street Capital Management LLC3,071$491.1K
Cable Hill Partners, LLC2,869$459.0K
Warther Private Wealth, LLC2,790$446.3K
Advisory Research Inc2,772$443.3K
Hartford Funds Management Co LLC2,737$437.7K
PEAK6 Investments LLC2,582$412.9K
Advanced Portfolio Management, LLC2,548$407.5K
Capital Markets Trading UK LLP2,381$381.0K
Gries Financial LLC2,367$378.5K
Legacy Financial Group LLC2,359$377.2K
RWM Asset Management, LLC2,260$361.5K
Sustainable Insight Capital Management, LLC2,237$357.8K
Rollins Financial2,197$351.4K
Villere St Denis J & Co LLC2,194$350.9K
EdgeRock Capital LLC2,130$340.7K
Cape Cod Five Cents Savings Bank2,024$323.7K
Bridge Advisory, LLC2,010$321.4K
Stanley-Laman Group, Ltd.1,969$314.9K
Plan Group Financial, LLC1,969$314.8K
LaSalle St. Investment Advisors, LLC1,823$291.0K
United Bank1,785$285.5K
Kolinsky Wealth Management, LLC1,709$273.3K
Carl P. Sherr & Co., LLC1,671$267.3K
Horizon Wealth Management, LLC1,671$267.2K
Crabel Capital Management, LLC1,667$267.0K
Avenir Corp1,636$261.6K
Condor Capital Management1,630$260.7K
Corrado Advisors, LLC1,627$260.2K

Not filed for Q4 2023 yet (49)

Institutions that held Walmart Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WMT in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al441,242$70.6M
First Republic Investment Management, Inc.355,873$56.9M
Polaris Wealth Advisory Group, LLC148,133$23.7M
BTC Capital Management, Inc.88,219$14.1M
Advisor Partners II, LLC75,208$12.0M
Pathstone Family Office, LLC71,817$11.6M
Mastrapasqua Asset Management Inc70,964$11.3M
Mark Stevens40,089$6.41M
Tradewinds, LLC.31,905$5.10M
Madison Wealth Management31,551$5.05M
Rothschild Investment Corp28,165$4.50M
Comerica Securities,inc.25,065$4.01M
Colony Group LLC22,267$3.56M
Tiedemann Advisors, LLC21,631$3.46M
Community Financial Services Group, LLC19,821$3.17M
V Wealth Advisors LLC18,917$3.03M
Ropes Wealth Advisors LLC16,867$2.70M
Bryn Mawr Trust Co16,298$2.61M
Focus Financial Network, Inc.9,984$1.60M
Payden & Rygel Investment Group9,400$1.50M
Bedel Financial Consulting Inc9,109$1.46M
QP Wealth Management, LLC8,522$1.36M
Cyrus J. Lawrence, LLC5,720$914.0K
Icon Wealth Partners, LLC5,690$910.0K
Old North State Trust, LLC5,042$806.0K
Johnson Midwest Financial, LLC4,969$794.8K
Syntax Advisors, LLC4,515$722.1K
Lewis Capital Management, LLC4,420$706.9K
Foster Dykema Cabot & Co Inc3,950$632.0K
Truadvice, LLC2,918$484.9K
Gyroscope Capital Management Group, LLC2,916$466.4K
Sweeney & Michel, LLC2,339$384.4K
Briggs Advisory Group, Inc.2,228$356.4K
Sutton Wealth Advisors Inc.2,219$354.9K
Front Barnett Associates LLC2,168$347.0K
Goodwin Daniel L1,800$287.9K
Cornerstone Retirement Group, Inc.1,779$284.6K
Triad Financial Advisors, Inc.1,761$281.8K
Innovis Asset Management LLC1,600$255.9K
West Chester Capital Advisors, Inc1,431$228.9K
Wealth Management Solutions, LLC1,394$222.9K
Corundum Trust Company, INC1,386$221.7K
Private Asset Management Inc1,343$214.8K
Column Capital Advisors, LLC1,235$197.5K
Steward Financial Group LLC543$86.0K
KB Financial Partners, LLC500$80.0K
Kenfarb & Co.102$16.3K
WFA of San Diego, LLC59$9.44K
Antonetti Capital Management LLC25$4.00K