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 |
|---|---|---|---|---|---|
| Ally Financial Inc. | 5,500 | $867.1K | 0.11% | +5,500 | New |
| Raleigh Capital Management Inc. | 5,504 | $867.7K | 0.40% | −1,247−18.5% | Reduced |
| Summa Corp. | 5,506 | $868.1K | 0.61% | +5,506 | New |
| Intrua Financial, LLC | 5,508 | $868.3K | 0.14% | −345−5.9% | Reduced |
| Transatlantique Private Wealth LLC | 5,515 | $869.4K | 0.41% | −43−0.8% | Reduced |
| ZWJ Investment Counsel Inc | 5,516 | $869.6K | 0.04% | 00.0% | Unchanged |
| Papp L Roy & Associates | 5,537 | $872.9K | 0.11% | −709−11.4% | Reduced |
| Private Wealth Partners, LLC | 5,544 | $874.0K | 0.07% | +112+2.1% | Added |
| Chicago Trust Co NA | 5,566 | $877.5K | 0.20% | +218+4.1% | Added |
| Stableford Capital II LLC | 5,452 | $878.4K | 0.38% | +297+5.8% | Added |
| Biltmore Family Office, LLC | 5,578 | $882.6K | 0.18% | −246−4.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 5,601 | $883.0K | 0.80% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,626 | $886.6K | 0.08% | +1,316+30.5% | Added |
| Hartford Financial Management Inc. | 5,643 | $889.6K | 0.20% | −702−11.1% | Reduced |
| Priebe Wealth Holdings LLC | 5,650 | $890.7K | 0.73% | +5,650 | New |
| KMG Fiduciary Partners, LLC | 5,651 | $890.9K | 0.10% | −396−6.5% | Reduced |
| Atlas Capital Advisors LLC | 5,659 | $892.1K | 0.13% | +238+4.4% | Added |
| Driehaus Capital Management LLC | 5,665 | $893.1K | 0.01% | −2,125−27.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,671 | $894.1K | 0.40% | +20.0% | Added |
| Woodward Diversified Capital, LLC | 5,678 | $895.1K | 0.56% | −2,040−26.4% | Reduced |
| MWA Asset Management | 5,680 | $895.5K | 0.74% | −522−8.4% | Reduced |
| Options Solutions, LLC | 5,681 | $895.7K | 0.95% | +4,364+331.4% | Added |
| Virtue Capital Management, LLC | – | $897.4K | 0.18% | – | – |
| Merriman Wealth Management, LLC | 5,674 | $897.6K | 0.04% | −232−3.9% | Reduced |
| Cim Investment Mangement Inc | 5,711 | $900.3K | 0.29% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 5,711 | $900.4K | 0.40% | +248+4.5% | Added |
| RMR Wealth Builders | 5,711 | $900.4K | 0.13% | +960+20.2% | Added |
| PDS Planning, Inc | 5,725 | $902.5K | 0.10% | +272+5.0% | Added |
| Zimmermann Investment Management & Planning LLC | 5,728 | $903.0K | 0.37% | +434+8.2% | Added |
| Fort Point Capital Partners LLC | 5,731 | $903.5K | 0.14% | −20−0.3% | Reduced |
| Etfidea, LLC | 5,740 | $904.9K | 0.34% | +46+0.8% | Added |
| Mission Creek Capital Partners, Inc. | 5,750 | $906.5K | 0.23% | +225+4.1% | Added |
| Red Wave Investments LLC | 5,755 | $907.3K | 0.36% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $909.2K | 0.69% | – | – |
| Guardian Asset Advisors, LLC | 5,776 | $910.5K | 0.85% | +5,776 | New |
| Dillon & Associates Inc | 5,768 | $911.0K | 0.17% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,786 | $912.1K | 0.08% | −27−0.5% | Reduced |
| Annex Advisory Services, LLC | 5,787 | $912.5K | 0.04% | +503+9.5% | Added |
| Wealthspan Partners, LLC | 5,789 | $912.6K | 0.64% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 5,791 | $912.9K | 0.10% | +5,791 | New |
| Acorn Creek Capital LLC | 5,795 | $913.7K | 0.41% | +5,795 | New |
| Bill Few Associates, Inc. | 5,806 | $915.2K | 0.42% | +64+1.1% | Added |
| Coastal Investment Advisors, Inc. | 5,819 | $917.4K | 0.21% | −123−2.1% | Reduced |
| Callan Capital, LLC | 5,822 | $917.8K | 0.09% | +425+7.9% | Added |
| Resolute Wealth Strategies, LLC | 5,823 | $918.0K | 0.62% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5,836 | $920.0K | 0.01% | +5,836 | New |
| Austin Private Wealth, LLC | 5,837 | $920.2K | 0.12% | +45+0.8% | Added |
| Blackston Financial Advisory Group, LLC | 5,853 | $922.7K | 0.58% | −102−1.7% | Reduced |
| LVW Advisors, LLC | 5,858 | $923.5K | 0.17% | +1,665+39.7% | Added |
| Morningstar Investment Services LLC | 5,862 | $924.0K | 0.01% | +2,624+81.0% | Added |
| Wealth Management Associates, Inc. | 5,870 | $925.4K | 0.49% | −555−8.6% | Reduced |
| TCI Wealth Advisors, Inc. | 5,893 | $929.0K | 0.10% | −985−14.3% | Reduced |
| MB, Levis & Associates, LLC | 5,904 | $930.7K | 0.53% | +4,080+223.7% | Added |
| Willis Johnson & Associates, Inc. | 5,918 | $933.0K | 0.09% | +315+5.6% | Added |
| Virtu Financial LLC | 5,926 | $934.0K | 0.07% | +5,926 | New |
| Wetzel Investment Advisors, Inc. | 5,925 | $934.0K | 0.57% | +5,925 | New |
| Abacus Planning Group, Inc. | 5,925 | $934.1K | 0.20% | −26−0.4% | Reduced |
| General Partner, Inc. | 5,887 | $935.4K | 0.79% | 00.0% | Unchanged |
| Columbus Macro, LLC | 5,902 | $937.2K | 0.37% | +42+0.7% | Added |
| Southeast Asset Advisors Inc. | 5,974 | $941.7K | 0.12% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 5,980 | $942.8K | 0.04% | −1,747−22.6% | Reduced |
| Benin Management CORP | 5,990 | $944.3K | 0.32% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 5,866 | $944.9K | 0.59% | −44−0.7% | Reduced |
| LVM Capital Management Ltd | 6,000 | $946.0K | 0.12% | +25+0.4% | Added |
| Valley National Advisers Inc | 6,009 | $947.0K | 0.15% | +384+6.8% | Added |
| Romano Brothers and Company | 6,020 | $949.1K | 0.14% | −1,003−14.3% | Reduced |
| Financial Advisory Group | 6,021 | $949.2K | 0.18% | −500−7.7% | Reduced |
| Oxbow Advisors, LLC | 6,036 | $951.6K | 0.14% | +54+0.9% | Added |
| Viawealth, LLC | 6,040 | $952.1K | 0.65% | +1,575+35.3% | Added |
| Everpar Advisors LLC | 6,043 | $952.7K | 0.44% | +6,043 | New |
| Solstein Capital, LLC | 6,046 | $953.2K | 0.71% | +499+9.0% | Added |
| Park Edge Advisors, LLC | 6,050 | $953.7K | 0.33% | +5+0.1% | Added |
| Lineweaver Wealth Advisors, LLC | 6,058 | $954.8K | 0.25% | −5,082−45.6% | Reduced |
| Patriot Investment Management Inc. | 6,060 | $955.4K | 0.08% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 6,061 | $956.0K | 0.07% | +388+6.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 6,070 | $956.0K | 0.43% | +1,570+34.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 6,071 | $957.1K | 0.19% | −924−13.2% | Reduced |
| Helen Stephens Group, LLC | 6,077 | $958.0K | 0.43% | +441+7.8% | Added |
| MCF Advisors LLC | 6,063 | $958.7K | 0.08% | +1,123+22.7% | Added |
| Beaton Management Co. Inc. | 6,119 | $965.0K | 0.58% | −66−1.1% | Reduced |
| PFW Advisors LLC | 6,128 | $966.1K | 0.31% | +84+1.4% | Added |
| Institute for Wealth Management, LLC. | 6,129 | $966.2K | 0.16% | −25−0.4% | Reduced |
| Peoples Financial Services Corp. | 6,134 | $967.0K | 0.42% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 6,155 | $970.3K | 0.06% | −1,900−23.6% | Reduced |
| Provence Wealth Management Group | 6,161 | $971.3K | 0.52% | +807+15.1% | Added |
| Arthur M. Cohen & Associates, LLC | 6,161 | $971.9K | 0.23% | −331−5.1% | Reduced |
| Eudaimonia Advisors LLC | 6,172 | $973.1K | 0.63% | +154+2.6% | Added |
| Fortem Financial Group, LLC | 6,174 | $973.4K | 0.48% | +853+16.0% | Added |
| Pin Oak Investment Advisors Inc | 6,166 | $975.0K | 0.99% | +100+1.6% | Added |
| Principle Wealth Partners LLC | 6,185 | $975.1K | 0.08% | 00.0% | Unchanged |
| Security Financial Services, INC. | 6,188 | $975.5K | 0.24% | +13+0.2% | Added |
| Castle Rock Wealth Management, LLC | 6,264 | $977.9K | 0.30% | +580+10.2% | Added |
| Kowal Investment Group, LLC | 6,219 | $980.5K | 0.23% | −615−9.0% | Reduced |
| Grove Bank & Trust | 6,229 | $982.0K | 0.18% | +57+0.9% | Added |
| Sunburst Financial Group, LLC | 6,243 | $984.2K | 0.30% | +416+7.1% | Added |
| N.E.W. Advisory Services LLC | 6,248 | $984.9K | 0.12% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6,253 | $985.8K | 0.04% | +929+17.4% | Added |
| BayBridge Capital Group, LLC | 6,114 | $986.3K | 0.92% | +6,114 | New |
| DRW Securities, LLC | 6,276 | $989.4K | 0.03% | +2,444+63.8% | Added |
| Proffitt & Goodson Inc | 6,295 | $992.4K | 0.19% | −245−3.7% | Reduced |