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 7 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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,455 | $544.7K | 0.01% | 00.0% | Unchanged |
| KKM Financial LLC | 3,478 | $548.3K | 0.35% | +3,478 | New |
| Corundum Group, Inc. | 3,479 | $548.5K | 0.27% | −2,970−46.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,480 | $548.6K | 0.04% | −24,572−87.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,484 | $548.8K | 0.21% | +221+6.8% | Added |
| EHP Funds Inc. | 3,500 | $551.8K | 0.28% | −4,000−53.3% | Reduced |
| Avondale Wealth Management | 3,500 | $551.8K | 0.44% | +450+14.8% | Added |
| Hunter Associates Investment Management LLC | 3,511 | $553.0K | 0.10% | +200+6.0% | Added |
| Sara-Bay Financial | 3,517 | $554.5K | 0.27% | −60−1.7% | Reduced |
| Old Point Trust & Financial Services N A | 3,520 | $554.9K | 0.22% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,525 | $555.8K | 0.15% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 3,527 | $556.0K | 0.51% | +3,527 | New |
| Sound Financial Strategies Group, LLC | 3,544 | $558.7K | 0.47% | −2,354−39.9% | Reduced |
| Matisse Capital | 3,548 | $559.3K | 0.30% | +9+0.3% | Added |
| MN Wealth Advisors, LLC | 3,553 | $560.2K | 0.39% | +3,553 | New |
| Sepio Capital, LP | 3,555 | $560.4K | 0.05% | +288+8.8% | Added |
| PAX Financial Group, LLC | 3,319 | $562.2K | 0.12% | −320−8.8% | Reduced |
| Oxinas Partners Wealth Management LLC | 3,568 | $562.5K | 0.40% | −356−9.1% | Reduced |
| UMA Financial Services, Inc. | 3,465 | $562.6K | 0.13% | −104−2.9% | Reduced |
| Concord Asset Management, LLC | 3,573 | $563.3K | 0.17% | +209+6.2% | Added |
| Galvin, Gaustad & Stein, LLC | 3,574 | $563.4K | 0.05% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 3,580 | $564.4K | 0.45% | +3,580 | New |
| Planning Directions Inc | 3,585 | $565.2K | 0.40% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,580 | $566.4K | 0.03% | −10.0% | Reduced |
| Winning Points Advisors, LLC | 3,593 | $566.4K | 0.87% | +100+2.9% | Added |
| Alta Advisers Ltd | 3,600 | $567.5K | 0.30% | +100+2.9% | Added |
| Core Wealth Partners LLC | 3,614 | $569.8K | 0.47% | +100+2.8% | Added |
| American Trust | 3,615 | $569.9K | 0.04% | −50−1.4% | Reduced |
| Clearview Wealth Advisors LLC | 3,630 | $572.3K | 0.67% | −10.0% | Reduced |
| Breakwater Capital Group | 3,527 | $572.8K | 0.16% | +423+13.6% | Added |
| Chilton Investment Co LLC | 3,644 | $574.5K | 0.02% | +1,234+51.2% | Added |
| Advus Financial Partners, LLC | 3,652 | $575.7K | 0.20% | +30+0.8% | Added |
| Strategic Wealth Designers | 3,670 | $578.6K | 0.09% | +985+36.7% | Added |
| Cypress Wealth Services, LLC | 3,670 | $578.6K | 0.14% | −79−2.1% | Reduced |
| Laidlaw Wealth Management LLC | 3,683 | $580.6K | 0.21% | −2,539−40.8% | Reduced |
| Slocum, Gordon & Co LLP | 3,686 | $581.2K | 0.51% | +72+2.0% | Added |
| Iowa State Bank | 3,709 | $584.7K | 0.14% | 00.0% | Unchanged |
| Versor Investments LP | 3,710 | $584.9K | 0.12% | +220+6.3% | Added |
| Pacific Sage Partners, LLC | 3,715 | $585.6K | 0.16% | −132−3.4% | Reduced |
| Castle Wealth Management LLC | 3,705 | $586.1K | 0.35% | +514+16.1% | Added |
| Invesco, LLC | 3,719 | $586.3K | 0.27% | −700−15.8% | Reduced |
| Eagle Bay Advisors LLC | 3,722 | $586.8K | 0.37% | −471−11.2% | Reduced |
| Primoris Wealth Advisors, LLC | 3,727 | $587.6K | 0.55% | −113−2.9% | Reduced |
| Leibman Financial Services, Inc. | 3,727 | $587.6K | 0.49% | +3,727 | New |
| Private Wealth Strategies, L.L.C. | 3,736 | $589.0K | 0.13% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,740 | $589.6K | 0.15% | −2,360−38.7% | Reduced |
| Alhambra Investment Partners LLC | 3,754 | $591.8K | 0.35% | +202+5.7% | Added |
| Fort Sheridan Advisors LLC | 3,757 | $592.3K | 0.12% | +100+2.7% | Added |
| AlphaStar Capital Management, LLC | 3,765 | $593.6K | 0.05% | +207+5.8% | Added |
| Holistic Planning, LLC | 3,766 | $593.7K | 0.50% | +3,766 | New |
| Onefund, LLC | 3,772 | $594.7K | 0.77% | +3,772 | New |
| Traynor Capital Management, Inc. | 3,796 | $598.4K | 0.07% | +676+21.7% | Added |
| Marest Capital, LLC | 3,810 | $600.5K | 0.62% | +3,810 | New |
| First International Bank & Trust | 3,810 | $600.6K | 0.23% | +944+32.9% | Added |
| Wayfinding Financial, LLC | 3,800 | $601.0K | 0.41% | +94+2.5% | Added |
| Clare Market Investments LLC | 3,822 | $602.5K | 0.21% | −2,735−41.7% | Reduced |
| Lodestar Private Asset Management LLC | 3,834 | $604.5K | 0.09% | −65−1.7% | Reduced |
| Transcendent Capital Group LLC | 3,842 | $605.7K | 0.40% | +3,842 | New |
| TFB Advisors LLC | 3,847 | $606.5K | 0.31% | +3,847 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 3,850 | $607.0K | 0.04% | 00.0% | Unchanged |
| Wealthquest Corp | 3,852 | $607.3K | 0.07% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,864 | $609.2K | 0.34% | +198+5.4% | Added |
| Desjardins Global Asset Management Inc. | 3,866 | $609.5K | 0.07% | −5,172−57.2% | Reduced |
| NFP Retirement, Inc. | 3,870 | $610.0K | 0.10% | +96+2.5% | Added |
| Stone Point Wealth LLC | 3,870 | $610.1K | 0.23% | −9−0.2% | Reduced |
| Private Portfolio Partners LLC | 3,871 | $610.2K | 0.14% | +160+4.3% | Added |
| Northern Oak Wealth Management Inc | 3,873 | $610.6K | 0.07% | −7−0.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,873 | $610.6K | 0.12% | +744+23.8% | Added |
| Davis R M Inc | 3,876 | $611.0K | 0.01% | −432−10.0% | Reduced |
| Source Financial Advisors LLC | 3,894 | $613.9K | 0.19% | +1,158+42.3% | Added |
| Seamount Financial Group Inc | 3,896 | $614.2K | 0.59% | +3,896 | New |
| Spinnaker Investment Group, LLC | 3,900 | $614.8K | 0.19% | −25−0.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,900 | $615.0K | 0.11% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 2,901 | $615.0K | 0.32% | −1,000−25.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 3,891 | $615.7K | 0.07% | +3,891 | New |
| Excalibur Management Corp | 3,902 | $615.9K | 0.29% | −34−0.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,910 | $616.4K | 0.04% | +511+15.0% | Added |
| Ullmann Financial Group, Inc. | 3,913 | $616.9K | 0.10% | +185+5.0% | Added |
| Strategic Investment Solutions, Inc. | 3,914 | $617.0K | 0.11% | −165,373−97.7% | Reduced |
| Washington Trust Bank | 3,924 | $618.6K | 0.05% | −195−4.7% | Reduced |
| Kelman-Lazarov, Inc. | 3,928 | $619.2K | 0.13% | +72+1.9% | Added |
| Seven Mile Advisory | 3,943 | $621.6K | 0.54% | −10−0.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,946 | $622.2K | 0.07% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 3,950 | $623.0K | 0.10% | −100−2.5% | Reduced |
| Redwood Investment Management, LLC | 3,955 | $623.0K | 0.06% | +3,955 | New |
| Invera Wealth Advisors, LLC | 3,955 | $623.5K | 0.39% | +3,955 | New |
| Titleist Asset Management, LLC | 3,955 | $623.5K | 0.12% | +282+7.7% | Added |
| Newbridge Financial Services Group, Inc. | 3,958 | $624.0K | 0.30% | +1,139+40.4% | Added |
| Sweet Financial Partners, LLC | 3,959 | $624.1K | 0.15% | +156+4.1% | Added |
| Athena Investment Management | 3,967 | $625.4K | 0.41% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,970 | $625.8K | 0.42% | −100−2.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,997 | $630.1K | 0.28% | +196+5.2% | Added |
| Intact Investment Management Inc. | 4,000 | $630.6K | 0.03% | −3,300−45.2% | Reduced |
| Patron Partners Advisors, LLC | 4,004 | $631.2K | 0.42% | +661+19.8% | Added |
| Per Stirling Capital Management, LLC. | 4,009 | $632.1K | 0.12% | +100+2.6% | Added |
| Moseley Investment Management Inc | 4,024 | $634.5K | 0.35% | −451−10.1% | Reduced |
| Heck Capital Advisors, LLC | 4,025 | $634.5K | 0.10% | −369−8.4% | Reduced |
| DGS Capital Management, LLC | 4,038 | $636.7K | 0.24% | +324+8.7% | Added |
| Tributary Capital Management, LLC | 4,040 | $636.9K | 0.05% | −740−15.5% | Reduced |
| Power Wealth Management LLC | 4,047 | $638.0K | 0.46% | +4,047 | New |