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 | 4,468 | $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, 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 |
|---|---|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 4,052 | $638.8K | 0.19% | −150−3.6% | Reduced |
| TRUE Private Wealth Advisors | 4,056 | $639.4K | 0.08% | +636+18.6% | Added |
| Significant Wealth Partners LLC | 4,070 | $641.6K | 0.47% | +4,070 | New |
| MONECO Advisors, LLC | 4,073 | $642.1K | 0.12% | −20.0% | Reduced |
| New Century Financial Group, LLC | 4,076 | $642.6K | 0.56% | +4,076 | New |
| Tectonic Advisors LLC | 4,080 | $643.2K | 0.05% | −14−0.3% | Reduced |
| Lee Financial Co | 4,076 | $644.3K | 0.11% | +82+2.1% | Added |
| Somerville Kurt F | 4,095 | $645.6K | 0.12% | −425−9.4% | Reduced |
| KPP Advisory Services LLC | 4,095 | $645.6K | 0.57% | −302−6.9% | Reduced |
| Richardson Financial Services Inc. | 4,104 | $647.0K | 0.57% | +4,104 | New |
| Calton & Associates, Inc. | 4,110 | $647.9K | 0.26% | +205+5.2% | Added |
| United Bank | 4,121 | $649.7K | 0.08% | +1,000+32.0% | Added |
| Spartan Fund Management Inc. | 4,130 | $651.1K | 0.80% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 4,130 | $651.1K | 0.36% | +603+17.1% | Added |
| River Street Advisors LLC | 4,131 | $651.2K | 0.52% | −36−0.9% | Reduced |
| Townsend Asset Management Corp | 4,145 | $653.4K | 0.30% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 4,145 | $653.5K | 0.30% | −253−5.8% | Reduced |
| Strategic Global Advisors, LLC | 4,161 | $656.0K | 0.15% | −6,483−60.9% | Reduced |
| Auxano Advisors, LLC | 4,169 | $657.2K | 0.22% | −127−3.0% | Reduced |
| FCG Investment Co | 4,180 | $659.0K | 0.65% | +4,180 | New |
| Hudock, Inc. | 4,185 | $659.8K | 0.14% | −36−0.9% | Reduced |
| BIP Wealth, LLC | 4,187 | $660.1K | 0.05% | −20.0% | Reduced |
| Waterfront Wealth Inc. | 4,194 | $661.2K | 0.19% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,204 | $662.9K | 0.14% | +91+2.2% | Added |
| City State Bank | 4,203 | $663.0K | 0.33% | −200−4.5% | Reduced |
| Brendel Financial Advisors LLC | 4,214 | $664.0K | 0.43% | +4,214 | New |
| Sunpointe, LLC | 4,201 | $664.6K | 0.84% | +4,201 | New |
| Evanson Asset Management, LLC | 4,218 | $664.9K | 0.06% | −517−10.9% | Reduced |
| O'Rourke & Company, Inc | 4,220 | $665.0K | 0.43% | +5+0.1% | Added |
| Eagle Rock Investment Company, LLC | 4,219 | $665.1K | 0.14% | −1,200−22.1% | Reduced |
| Ninepoint Partners LP | 4,220 | $665.3K | 0.09% | +195+4.8% | Added |
| S.E.E.D. Planning Group LLC | 4,229 | $666.7K | 0.27% | −648−13.3% | Reduced |
| Paloma Partners Management Co | 4,242 | $668.8K | 0.11% | +4,242 | New |
| Crescent Sterling, Ltd. | 4,245 | $669.3K | 0.67% | +227+5.6% | Added |
| Advantage Trust Co | 4,256 | $671.0K | 0.53% | +4,256 | New |
| PSI Advisors, LLC | 4,258 | $671.2K | 0.25% | −86−2.0% | Reduced |
| Pflug Koory, LLC | 4,258 | $671.3K | 0.36% | −10−0.2% | Reduced |
| Tiemann Investment Advisors, LLC | 4,260 | $671.7K | 0.33% | −130−3.0% | Reduced |
| Norwood Financial Corp | 4,270 | $673.2K | 1.02% | −320−7.0% | Reduced |
| Keudell/Morrison Wealth Management | 4,273 | $673.6K | 0.22% | −133−3.0% | Reduced |
| Connecticut Wealth Management, LLC | 4,273 | $673.6K | 0.04% | +1,590+59.3% | Added |
| RW Investment Management LLC | 4,293 | $676.8K | 0.10% | 00.0% | Unchanged |
| W Advisors, LLC | 4,293 | $676.8K | 0.50% | −761−15.1% | Reduced |
| Hanson & Doremus Investment Management | 4,300 | $678.0K | 0.13% | +6+0.1% | Added |
| USA Financial Portformulas Corp | 4,308 | $679.2K | 0.12% | +4,277+13,796.8% | Added |
| Truepoint, Inc. | 4,309 | $679.3K | 0.02% | −928−17.7% | Reduced |
| Meeder Asset Management Inc | 4,312 | $679.8K | 0.05% | −105,600−96.1% | Reduced |
| StrategIQ Financial Group, LLC | 4,312 | $679.8K | 0.08% | −171−3.8% | Reduced |
| Marino, Stram & Associates LLC | 4,314 | $680.1K | 0.18% | −94−2.1% | Reduced |
| Howard Capital Management Group, LLC | 4,327 | $682.2K | 0.06% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 4,330 | $682.6K | 0.08% | +197+4.8% | Added |
| Blueprint Investment Partners LLC | 4,332 | $683.0K | 0.19% | −1,034−19.3% | Reduced |
| Quest Partners LLC | 4,338 | $683.9K | 0.15% | +4,338 | New |
| Clarus Group, Inc. | 4,338 | $683.9K | 0.52% | −250−5.4% | Reduced |
| Harbour Trust & Investment Management Co | 4,366 | $688.3K | 0.10% | +4,366 | New |
| Grant/GrossMendelsohn, LLC | 4,192 | $688.6K | 0.28% | +28+0.7% | Added |
| Carr Financial Group Corp | 4,369 | $688.7K | 0.25% | +1,335+44.0% | Added |
| Cadinha & Co LLC | 4,378 | $690.2K | 0.11% | +80+1.9% | Added |
| Cahaba Wealth Management, Inc. | 4,380 | $690.4K | 0.07% | −530−10.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,384 | $691.1K | 0.13% | +879+25.1% | Added |
| Main Street Research LLC | 4,372 | $691.8K | 0.06% | +327+8.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,390 | $692.1K | 0.50% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 4,395 | $692.8K | 0.11% | +691+18.7% | Added |
| Legacy Advisors, LLC | 4,397 | $695.5K | 0.09% | +2,242+104.0% | Added |
| Alta Wealth Advisors LLC | 4,413 | $695.7K | 0.39% | −1,041−19.1% | Reduced |
| Allstate Corp | 4,418 | $696.5K | 0.05% | −866−16.4% | Reduced |
| Armstrong Advisory Group, Inc | 4,426 | $697.8K | 0.07% | −178−3.9% | Reduced |
| TrueWealth Advisors, LLC | 4,428 | $698.1K | 0.27% | +691+18.5% | Added |
| Y.D. More Investments Ltd | 4,440 | $699.9K | 0.14% | +710+19.0% | Added |
| Apeiron RIA LLC | 4,447 | $701.0K | 0.22% | +6+0.1% | Added |
| Trust Co | 4,454 | $702.2K | 0.09% | +1,072+31.7% | Added |
| Wealth Management Partners, LLC | 4,461 | $703.2K | 0.39% | +19+0.4% | Added |
| Florida Financial Advisors, LLC | 4,470 | $704.6K | 0.65% | +4,470 | New |
| Waycross Investment Management Co | 4,482 | $706.6K | 0.78% | −25−0.6% | Reduced |
| Proathlete Wealth Management LLC | 4,484 | $706.8K | 0.42% | +4,484 | New |
| Derbend Asset Management | 4,503 | $709.9K | 0.41% | +454+11.2% | Added |
| First National Bank of Hutchinson | 4,505 | $710.2K | 0.51% | −42−0.9% | Reduced |
| Ellenbecker Investment Group | 4,510 | $711.0K | 0.16% | +57+1.3% | Added |
| 626 Financial, LLC | 4,527 | $713.7K | 0.47% | −721−13.7% | Reduced |
| Triton Wealth Management, PLLC | 4,517 | $714.2K | 0.47% | +79+1.8% | Added |
| Signal Advisors Wealth, LLC | 4,512 | $714.6K | 0.25% | +4,512 | New |
| Triangle Securities Wealth Management | 4,535 | $714.9K | 0.22% | −43−0.9% | Reduced |
| Hendershot Investments Inc. | 4,541 | $715.9K | 0.11% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,549 | $717.1K | 0.29% | +41+0.9% | Added |
| Traphagen Investment Advisors LLC | 4,556 | $718.3K | 0.08% | −46−1.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,579 | $721.0K | 0.24% | −111−2.4% | Reduced |
| JFS Wealth Advisors, LLC | 4,585 | $722.9K | 0.06% | −159−3.4% | Reduced |
| Fiduciary Alliance LLC | 4,587 | $723.1K | 0.14% | −43−0.9% | Reduced |
| Grimes & Company, Inc. | 4,589 | $723.4K | 0.02% | +916+24.9% | Added |
| RMB Capital Management, LLC | 4,592 | $723.9K | 0.02% | +547+13.5% | Added |
| Zevin Asset Management LLC | 4,599 | $725.0K | 0.13% | −42−0.9% | Reduced |
| Keating Investment Counselors Inc | 4,600 | $725.2K | 0.26% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 4,600 | $725.2K | 0.10% | +2,500+119.0% | Added |
| Summit Financial Group Inc | 4,618 | $728.0K | 0.28% | +185+4.2% | Added |
| Greenfield Savings Bank | 4,618 | $728.0K | 0.42% | −74−1.6% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,624 | $729.0K | 0.77% | +4,624 | New |
| Concord Wealth Partners | 4,626 | $729.3K | 0.15% | −335−6.8% | Reduced |
| Oak Asset Management, LLC | 4,631 | $730.1K | 0.29% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 4,633 | $730.4K | 0.15% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 4,645 | $732.3K | 0.09% | −139−2.9% | Reduced |