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Livermore
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; 4,425 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, Q4 2023

Institutional positions in Walmart Inc. as of Dec 31, 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
3,091
+209 vs. Q3 2023
Shares held
920.2M
+1.56M (+0.2%) vs. Q3 2023
Total value
$145.1B
−$1.84B (−1.3%) vs. Q3 2023
New holders
360
1,162 more added
Sold out
151
1,174 more reduced

49 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 3,091 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ4 2023: $145.1B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2023.

Institutions holding WMT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Kessler Investment Group, LLC2$3150.00%00.0%Unchanged
Ibex Wealth Advisors3$5070.11%−14,243−100.0%Reduced
Mendota Financial Group, LLC6$9460.00%00.0%Unchanged
Bear Mountain Capital, Inc.6$9710.00%+6New
Robinswood Financial LLC9$1.42K0.00%+9New
Insight Financial Services10$1.58K0.00%00.0%Unchanged
Osterweis Capital Management Inc20$3.15K0.00%+20New
Cordant, Inc.20$3.15K0.00%+20New
PayPay Securities Corp22$3.51K0.17%−6−21.4%Reduced
NewSquare Capital LLC25$3.94K0.00%−59−70.2%Reduced
Custom Portfolio Group LLC25$3.96K0.00%+25New
Barrett & Company, Inc.27$4.25K0.00%00.0%Unchanged
Vima LLC28$4.41K0.01%+28New
Longfellow Investment Management Co LLC29$4.57K0.00%00.0%Unchanged
Bray Capital Advisors31$4.89K0.00%+8+34.8%Added
Davidson Capital Management Inc.36$5.68K0.00%+36New
PFS Partners, LLC37$5.90K0.00%00.0%Unchanged
Eukles Asset Management38$5.99K0.00%00.0%Unchanged
Life Planning Partners, Inc40$6.31K0.01%+40New
Naples Money Management LLC43$6.70K0.01%+43New
DB Wealth Management Group, LLC47$7.41K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC50$7.88K0.01%00.0%Unchanged
Lam Group, Inc.50$7.88K0.01%00.0%Unchanged
Tortoise Investment Management, LLC54$8.51K0.00%00.0%Unchanged
Bull Oak Capital, LLC55$8.67K0.00%00.0%Unchanged
Tfo-TDC, LLC55$8.67K0.00%00.0%Unchanged
Valued Wealth Advisors LLC57$9.12K0.01%+57New
Stuart Chaussee & Associates, Inc.62$9.77K0.00%+62New
PFG Private Wealth Management, LLC67$10.6K0.01%−701−91.3%Reduced
HighMark Wealth Management LLC68$10.7K0.01%−23−25.3%Reduced
Iron Horse Wealth Management, LLC74$11.7K0.01%00.0%Unchanged
Voisard Asset Management Group, Inc.75$11.8K0.01%+75New
Lummis Asset Management, LP78$12.3K0.01%+78New
Credential Qtrade Securities Inc.82$12.9K0.00%+58+241.7%Added
Legend Financial Advisors, Inc.86$13.6K0.01%00.0%Unchanged
Caitlin John, LLC88$13.9K0.01%+88New
Sanctuary Wealth Management, L.L.C.90$14.2K0.01%00.0%Unchanged
Retirement Group, LLC93$14.6K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.110$15.6K0.00%−337−75.4%Reduced
Pingora Partners LLC100$15.8K0.01%+100New
Halpern Financial, Inc.100$15.9K0.00%−100−50.0%Reduced
Mascoma Wealth Management LLC104$16.4K0.00%00.0%Unchanged
Stephenson National Bank & Trust105$16.6K0.01%−47−30.9%Reduced
Team Financial Group, LLC109$17.2K0.01%+35+47.3%Added
Long Island Wealth Management, Inc.115$18.0K0.01%+115New
Cypress Capital Management LLC (WY)115$18.2K0.02%00.0%Unchanged
Nordwand Advisors, LLC122$19.2K0.01%00.0%Unchanged
Roble, Belko & Company, Inc126$20.0K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC130$20.5K0.00%+130New
Investment Research & Advisory Group, Inc.131$20.7K0.01%00.0%Unchanged
Raffa Wealth Management, LLC133$20.9K0.01%00.0%Unchanged
PrairieView Partners, LLC148$23.0K0.00%00.0%Unchanged
FSA Wealth Management LLC149$23.0K0.01%+149New
Northwest Capital Management Inc147$23.1K0.01%−56−27.6%Reduced
Livelsberger Financial Advisory150$23.6K0.02%+150New
Pension & Wealth Management Advisors, Inc.152$24.0K0.02%−131−46.3%Reduced
Kozak & Associates, Inc.159$25.8K0.01%00.0%Unchanged
Highline Wealth Partners LLC182$28.6K0.01%00.0%Unchanged
Able Wealth Management LLC190$29.9K0.03%+190New
Partnership Wealth Management, LLC182$30.1K0.02%+182New
Financial Avengers, Inc.192$30.3K0.02%00.0%Unchanged
Ulland Investment Advisors, LLC195$31.0K0.03%00.0%Unchanged
JDM Financial Group LLC200$31.5K0.03%00.0%Unchanged
VisionPoint Advisory Group, LLC200$31.5K0.01%−360−64.3%Reduced
FWL Investment Management, LLC200$31.5K0.02%00.0%Unchanged
Tacita Capital Inc200$31.5K0.02%00.0%Unchanged
FSC Wealth Advisors, LLC200$31.5K0.02%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC200$31.5K0.03%+200New
IAG Wealth Partners, LLC202$31.8K0.01%+28+16.1%Added
Stone House Investment Management, LLC207$32.7K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC220$34.7K0.03%+220New
Aspect Partners, LLC221$34.8K0.02%+221New
Ogorek Anthony Joseph228$35.0K0.01%00.0%Unchanged
Knott David M Jr225$35.0K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC223$35.2K0.02%00.0%Unchanged
Cedar Wealth Management, LLC226$35.6K0.01%00.0%Unchanged
Union Savings Bank231$36.4K0.02%00.0%Unchanged
Tidemark, LLC233$36.8K0.02%+233New
Lowe Wealth Advisors, LLC244$38.5K0.02%00.0%Unchanged
Princeton Global Asset Management LLC247$39.0K0.01%00.0%Unchanged
Horizon Bancorp Inc252$40.0K0.02%−154−37.9%Reduced
POM Investment Strategies, LLC256$40.3K0.04%+256New
True Wealth Design, LLC258$40.7K0.01%−2,173−89.4%Reduced
Piscataqua Savings Bank265$41.8K0.04%00.0%Unchanged
Fortitude Family Office, LLC283$44.6K0.03%+283New
Grayhawk Investment Strategies Inc.298$47.0K0.02%00.0%Unchanged
Clear Point Advisors Inc.298$47.0K0.04%+298New
Dunhill Financial, LLC299$47.2K0.04%+299New
Timber Creek Capital Management LLC300$47.3K0.02%00.0%Unchanged
LGT Financial Advisors LLC304$47.9K0.06%−13−4.1%Reduced
Frank, Rimerman Advisors LLC307$48.4K0.01%+307New
Private Wealth Management Group, LLC315$49.7K0.02%+315New
Kelly Financial Services LLC326$51.4K0.02%−35−9.7%Reduced
VitalStone Financial, LLC330$52.0K0.04%00.0%Unchanged
Morton Brown Family Wealth, LLC332$52.3K0.02%+106+46.9%Added
Cassady Schiller Wealth Management, LLC332$52.3K0.03%00.0%Unchanged
Perkins Coie Trust Co338$53.3K0.01%−113−25.1%Reduced
AlphaMark Advisors, LLC343$54.0K0.02%−65−15.9%Reduced
McClarren Financial Advisors, Inc.350$55.0K0.04%+1+0.3%Added
Sit Investment Associates Inc354$56.0K0.00%00.0%Unchanged