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 |
|---|---|---|---|---|---|
| Wulff, Hansen & Co. | 4,646 | $732.4K | 0.81% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,648 | $732.8K | 0.25% | +47+1.0% | Added |
| Wimmer Associates 1, LLC | 4,654 | $733.7K | 0.41% | −105−2.2% | Reduced |
| Vantage Consulting Group Inc | 4,654 | $733.7K | 0.49% | +139+3.1% | Added |
| Smartleaf Asset Management LLC | 4,705 | $735.7K | 0.20% | +4,705 | New |
| Relative Value Partners Group, LLC | 4,680 | $737.8K | 0.05% | +112+2.5% | Added |
| Fox Hill Wealth Management | 4,684 | $738.5K | 0.57% | +4,684 | New |
| Menard Financial Group LLC | 4,694 | $740.0K | 0.92% | −1,558−24.9% | Reduced |
| Morris Retirement Advisors, LLC | 4,699 | $740.8K | 0.49% | −1,472−23.9% | Reduced |
| Wiser Advisor Group LLC | 4,703 | $741.5K | 1.23% | +4,703 | New |
| Investors Research Corp | 4,707 | $742.1K | 0.18% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,715 | $743.3K | 0.11% | +504+12.0% | Added |
| KFA Private Wealth Group, LLC | 4,724 | $744.8K | 0.27% | +161+3.5% | Added |
| Cornerstone Advisory, LLC | 4,730 | $745.7K | 0.12% | −733−13.4% | Reduced |
| Fulcrum Equity Management | 4,735 | $746.5K | 0.92% | +207+4.6% | Added |
| Augustine Asset Management Inc | 4,740 | $747.3K | 0.33% | −510−9.7% | Reduced |
| Sivia Capital Partners, LLC | 4,742 | $747.5K | 0.57% | +4,742 | New |
| Gleason Group, Inc. | 4,744 | $747.9K | 0.17% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 4,764 | $751.0K | 0.03% | +277+6.2% | Added |
| Entropy Technologies, LP | 4,774 | $752.6K | 0.14% | +4,774 | New |
| Crumly & Associates Inc. | 4,780 | $753.6K | 0.22% | +168+3.6% | Added |
| ASB Consultores, LLC | 4,782 | $753.9K | 0.25% | −1,250−20.7% | Reduced |
| Mainsail Financial Group, LLC | 4,693 | $755.9K | 0.59% | +379+8.8% | Added |
| Richard W. Paul & Associates, LLC | 4,795 | $756.0K | 0.32% | −32−0.7% | Reduced |
| Smith Shellnut Wilson LLC | 4,799 | $756.6K | 0.43% | −37−0.8% | Reduced |
| Perennial Investment Advisors, LLC | 4,822 | $760.2K | 0.13% | −155−3.1% | Reduced |
| Congress Wealth Management LLC | 4,832 | $761.9K | 0.01% | +2,164+81.1% | Added |
| Cladis Investment Advisory, LLC | 4,839 | $762.9K | 0.60% | +475+10.9% | Added |
| Norden Group LLC | 4,842 | $763.3K | 0.13% | −623−11.4% | Reduced |
| Glassman Wealth Services | 4,844 | $763.7K | 0.11% | +334+7.4% | Added |
| Cardiff Park Advisors, LLC | 4,853 | $765.0K | 0.09% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 4,806 | $765.7K | 0.50% | +387+8.8% | Added |
| Canvas Wealth Advisors, LLC | 4,750 | $766.3K | 0.28% | −125−2.6% | Reduced |
| Founders Financial Alliance, LLC | 4,865 | $767.0K | 0.30% | −426−8.1% | Reduced |
| Delta Financial Group, Inc. | 4,880 | $769.0K | 0.24% | −445−8.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,877 | $769.0K | 0.05% | −372−7.1% | Reduced |
| MEMBERS Trust Co | 4,903 | $772.6K | 0.02% | −1,100−18.3% | Reduced |
| Renaissance Group LLC | 4,895 | $772.6K | 0.03% | −1,316−21.2% | Reduced |
| Peak Planning Group, LLC | 4,910 | $774.2K | 0.56% | +133+2.8% | Added |
| Optas, LLC | 4,933 | $777.7K | 0.23% | −406−7.6% | Reduced |
| Narwhal Capital Management | 4,941 | $778.9K | 0.09% | −2,395−32.6% | Reduced |
| Oxford Financial Group Ltd | 4,961 | $782.1K | 0.06% | −1,105−18.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 4,977 | $784.6K | 0.71% | −100−2.0% | Reduced |
| Ethos Financial Group, LLC | 4,920 | $785.0K | 0.17% | −1,166−19.2% | Reduced |
| Boston Trust Walden Corp | 4,981 | $785.3K | 0.01% | −229−4.4% | Reduced |
| Arnhold LLC | 4,992 | $787.0K | 0.09% | −68−1.3% | Reduced |
| DF Dent & Co Inc | 4,993 | $787.1K | 0.01% | −9−0.2% | Reduced |
| DFPG Investments, LLC | 4,947 | $788.0K | 0.06% | −298−5.7% | Reduced |
| Monetta Financial Services Inc | 5,000 | $788.3K | 0.75% | −1,000−16.7% | Reduced |
| St. Louis Trust Co | 5,000 | $788.3K | 0.14% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,002 | $788.5K | 0.30% | +300+6.4% | Added |
| Curbstone Financial Management Corp | 5,018 | $791.1K | 0.18% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 5,018 | $791.1K | 0.31% | +5+0.1% | Added |
| OneAscent Financial Services LLC | 5,002 | $792.0K | 0.10% | +1,199+31.5% | Added |
| Brandywine Oak Private Wealth LLC | 5,025 | $792.2K | 0.09% | −50−1.0% | Reduced |
| C2C Wealth Management, LLC | 5,030 | $792.5K | 0.67% | −10,025−66.6% | Reduced |
| Vivaldi Capital Management, LLC | 4,686 | $792.5K | 0.24% | +437+10.3% | Added |
| Autumn Glory Partners, LLC | 5,026 | $792.5K | 0.45% | −10−0.2% | Reduced |
| Sym Financial Corp | 5,030 | $792.9K | 0.13% | +2,349+87.6% | Added |
| Lavaca Capital LLC | 5,031 | $793.1K | 0.49% | −6,626−56.8% | Reduced |
| Camden National Bank | 5,050 | $796.1K | 0.15% | −55−1.1% | Reduced |
| First County Bank | 5,070 | $799.3K | 0.39% | −88−1.7% | Reduced |
| LongView Wealth Management | 5,046 | $803.9K | 0.36% | +5,046 | New |
| Gould Asset Management LLC | 5,128 | $808.5K | 0.21% | −150−2.8% | Reduced |
| Probity Advisors, Inc. | 5,130 | $808.7K | 0.18% | +60+1.2% | Added |
| Aspiriant, LLC | 5,137 | $810.0K | 0.04% | −105−2.0% | Reduced |
| Ami Investment Management Inc | 5,137 | $810.2K | 0.33% | −1,693−24.8% | Reduced |
| Three Bridge Wealth Advisors, LLC | 5,123 | $810.6K | 0.28% | −631−11.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,142 | $810.6K | 0.08% | −210−3.9% | Reduced |
| American Capital Advisory, LLC | 5,152 | $812.2K | 0.58% | +5,152 | New |
| Fiducient Advisors LLC | 5,155 | $813.7K | 0.15% | +3,329+182.3% | Added |
| LCNB Corp | 5,175 | $815.8K | 0.32% | −89−1.7% | Reduced |
| CRA Financial Services, LLC | 5,178 | $816.3K | 0.20% | +24+0.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,178 | $816.3K | 0.00% | +1,075+26.2% | Added |
| Compass Financial Group, INC | 5,186 | $817.6K | 0.22% | +400+8.4% | Added |
| Nova R Wealth, Inc. | 5,188 | $817.9K | 0.52% | +100+2.0% | Added |
| Sterneck Capital Management, LLC | 5,205 | $820.6K | 0.52% | 00.0% | Unchanged |
| Bridgeworth, LLC | 5,211 | $821.5K | 0.08% | −85−1.6% | Reduced |
| Winthrop Capital Management, LLC | 5,220 | $822.9K | 0.27% | +5,220 | New |
| Cowa, LLC | 5,250 | $827.8K | 0.52% | −25−0.5% | Reduced |
| Abbot Financial Management, Inc. | 5,297 | $835.1K | 0.50% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 5,308 | $836.9K | 0.14% | +207+4.1% | Added |
| McKinley Carter Wealth Services, Inc. | 5,311 | $837.2K | 0.06% | −79−1.5% | Reduced |
| Plato Investment Management Ltd | 5,313 | $837.6K | 1.03% | +5,313 | New |
| Drive Wealth Management, LLC | 5,296 | $837.9K | 0.27% | +151+2.9% | Added |
| Foster Group, Inc. | 5,242 | $838.4K | 0.05% | 00.0% | Unchanged |
| United Community Bank | 5,323 | $839.2K | 0.36% | −42−0.8% | Reduced |
| Baker Ellis Asset Management LLC | 5,324 | $839.3K | 0.13% | +24+0.5% | Added |
| Prudent Man Advisors, LLC | 5,328 | $840.0K | 0.31% | −114−2.1% | Reduced |
| Monticello Wealth Management, LLC | 5,359 | $844.9K | 0.08% | +100+1.9% | Added |
| REDW Wealth LLC | 5,413 | $853.4K | 0.24% | −69−1.3% | Reduced |
| Aureus Asset Management, LLC | 5,417 | $853.9K | 0.06% | +340+6.7% | Added |
| D'Orazio & Associates, Inc. | 5,421 | $854.6K | 0.15% | −123−2.2% | Reduced |
| Chapin Davis, Inc. | 5,422 | $854.8K | 0.36% | +117+2.2% | Added |
| Magnus Financial Group LLC | 5,425 | $855.3K | 0.11% | +301+5.9% | Added |
| SRN Advisors, LLC | 5,439 | $857.5K | 0.77% | +763+16.3% | Added |
| Napatree Capital LLC | 5,448 | $858.9K | 0.86% | +5,448 | New |
| Regent Peak Wealth Advisors LLC | 5,460 | $860.8K | 0.23% | +197+3.7% | Added |
| First Financial Corp | 5,476 | $863.3K | 0.44% | −26−0.5% | Reduced |
| Laraway Financial Inc | 5,489 | $865.3K | 0.82% | 00.0% | Unchanged |