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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 6,300 | $993.2K | 0.22% | +504+8.7% | Added |
| Eqis Capital Management, Inc. | 6,304 | $993.9K | 0.08% | −320−4.8% | Reduced |
| First Dallas Securities Inc. | 6,307 | $994.0K | 0.51% | −4,477−41.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 6,307 | $994.4K | 0.14% | +132+2.1% | Added |
| Coastline Trust Co | 6,325 | $997.1K | 0.13% | +181+2.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 6,328 | $997.6K | 0.41% | −29−0.5% | Reduced |
| Prostatis Group LLC | 6,331 | $998.0K | 0.42% | +642+11.3% | Added |
| Fiduciary Family Office, LLC | 6,339 | $999.4K | 0.44% | +6,339 | New |
| My Legacy Advisors, LLC | 6,208 | $1.00M | 0.36% | −1,599−20.5% | Reduced |
| Aldebaran Financial Inc. | 6,358 | $1.00M | 1.55% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 6,360 | $1.00M | 0.41% | −370−5.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,371 | $1.00M | 0.47% | −28−0.4% | Reduced |
| Tevis Investment Management | 6,377 | $1.01M | 0.93% | −13−0.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,380 | $1.01M | 0.20% | −406−6.0% | Reduced |
| Costello Asset Management, INC | 6,407 | $1.01M | 0.84% | −50−0.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 6,415 | $1.01M | 0.44% | +174+2.8% | Added |
| Aviance Capital Partners, LLC | 6,418 | $1.01M | 0.22% | −642−9.1% | Reduced |
| W.H. Cornerstone Investments Inc. | 6,419 | $1.01M | 0.80% | −428−6.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,447 | $1.02M | 0.45% | +101+1.6% | Added |
| Pure Financial Advisors, Inc. | 6,451 | $1.02M | 0.04% | +1,182+22.4% | Added |
| Rice Partnership, LLC | 6,460 | $1.02M | 0.27% | −173−2.6% | Reduced |
| Vivid Wealth Management, LLC | 6,490 | $1.02M | 0.70% | +6,490 | New |
| Personal Cfo Solutions, LLC | 6,491 | $1.02M | 0.18% | +545+9.2% | Added |
| Buffington Mohr McNeal | 6,512 | $1.03M | 0.21% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 6,525 | $1.03M | 0.47% | −1,063−14.0% | Reduced |
| IMS Capital Management | 6,528 | $1.03M | 0.51% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 6,538 | $1.03M | 0.29% | +177+2.8% | Added |
| Foundation Resource Management Inc | 6,542 | $1.03M | 0.16% | +158+2.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,548 | $1.03M | 0.11% | +951+17.0% | Added |
| Park Place Capital Corp | 6,552 | $1.03M | 0.41% | −209−3.1% | Reduced |
| Gryphon Financial Partners LLC | 6,631 | $1.03M | 0.18% | +2,443+58.3% | Added |
| Wealth Quarterback LLC | 6,562 | $1.03M | 0.63% | −328−4.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,579 | $1.04M | 0.11% | −160−2.4% | Reduced |
| Eagle Global Advisors LLC | 6,581 | $1.04M | 0.06% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 6,584 | $1.04M | 0.57% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6,595 | $1.04M | 0.14% | −2,111−24.2% | Reduced |
| Legacy Edge Advisors, LLC | 6,601 | $1.04M | 0.24% | +6,601 | New |
| Sound Income Strategies, LLC | 6,630 | $1.05M | 0.09% | +1,638+32.8% | Added |
| Massachusetts Wealth Management | 6,643 | $1.05M | 0.85% | +892+15.5% | Added |
| Carlson Capital Management | 6,648 | $1.05M | 0.05% | +2,106+46.4% | Added |
| Elgethun Capital Management | 6,669 | $1.05M | 0.30% | 00.0% | Unchanged |
| MBL Wealth, LLC | 6,685 | $1.05M | 0.13% | +960+16.8% | Added |
| Castlekeep Investment Advisors LLC | 6,691 | $1.05M | 0.75% | +6,691 | New |
| Great Diamond Partners, LLC | 6,717 | $1.06M | 0.26% | −377−5.3% | Reduced |
| JJJ Advisors Inc. | 6,727 | $1.06M | 0.26% | +147+2.2% | Added |
| Catalyst Financial Partners LLC | 6,731 | $1.06M | 0.30% | −7−0.1% | Reduced |
| Colton Groome Financial Advisors, LLC | 6,734 | $1.06M | 0.46% | +1,541+29.7% | Added |
| Financial Advocates Investment Management | 6,744 | $1.06M | 0.07% | −5,062−42.9% | Reduced |
| Neville Rodie & Shaw Inc | 6,755 | $1.06M | 0.09% | −566−7.7% | Reduced |
| White Lighthouse Investment Management Inc. | 6,757 | $1.07M | 0.23% | +10.0% | Added |
| Linden Thomas Advisory Services, LLC | 6,757 | $1.07M | 0.20% | +692+11.4% | Added |
| Colonial River Wealth Management, LLC | 6,772 | $1.07M | 0.63% | +170+2.6% | Added |
| Centennial Bank | 6,781 | $1.07M | 0.64% | +132+2.0% | Added |
| LexAurum Advisors, LLC | 6,795 | $1.07M | 0.28% | +395+6.2% | Added |
| Retirement Planning Group | 6,823 | $1.08M | 0.10% | −307−4.3% | Reduced |
| Archetype Wealth Partners | 6,848 | $1.08M | 0.20% | −36−0.5% | Reduced |
| Atlas Brown,Inc. | 6,856 | $1.08M | 0.45% | −68−1.0% | Reduced |
| Lincoln Capital LLC | 6,866 | $1.08M | 0.26% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 6,872 | $1.08M | 0.91% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6,875 | $1.08M | 0.30% | −12,078−63.7% | Reduced |
| Mairs & Power Inc | 6,883 | $1.09M | 0.01% | −25−0.4% | Reduced |
| Sky Investment Group LLC | 6,888 | $1.09M | 0.23% | −50−0.7% | Reduced |
| Sheets Smith Wealth Management | 6,898 | $1.09M | 0.15% | +1,726+33.4% | Added |
| Tandem Investment Advisors, Inc. | 6,901 | $1.09M | 0.04% | −480−6.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 6,902 | $1.09M | 0.41% | −64−0.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,905 | $1.09M | 0.00% | +2,325+50.8% | Added |
| Linscomb & Williams, Inc. | 6,905 | $1.09M | 0.06% | −685−9.0% | Reduced |
| Nicolet Bankshares Inc | 6,932 | $1.09M | 0.29% | +180+2.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 6,935 | $1.09M | 0.33% | −1,800−20.6% | Reduced |
| Everhart Financial Group, Inc. | 6,936 | $1.09M | 0.39% | +210+3.1% | Added |
| Barr E S & Co | 6,945 | $1.09M | 0.07% | +275+4.1% | Added |
| First Foundation Advisors | 6,972 | $1.10M | 0.05% | −7,304−51.2% | Reduced |
| Liberty Capital Management, Inc. | 6,988 | $1.10M | 0.29% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 6,988 | $1.10M | 0.43% | +120+1.7% | Added |
| Avestar Capital, LLC | 6,965 | $1.10M | 0.14% | +851+13.9% | Added |
| Quent Capital, LLC | 6,992 | $1.10M | 0.15% | +40+0.6% | Added |
| Renasant Bank | 6,992 | $1.10M | 0.88% | +814+13.2% | Added |
| Farmers National Bank | 7,008 | $1.10M | 0.35% | −34−0.5% | Reduced |
| Day & Ennis, LLC | 7,014 | $1.11M | 0.39% | +773+12.4% | Added |
| Financial Partners Group, Inc | 7,021 | $1.11M | 0.20% | −22−0.3% | Reduced |
| Saxon Interests, Inc. | 7,023 | $1.11M | 0.55% | −7,743−52.4% | Reduced |
| BEAM Asset Management, LLC | 7,035 | $1.11M | 0.70% | −135−1.9% | Reduced |
| Landmark Financial Advisors, LLC | 7,055 | $1.11M | 0.40% | +70+1.0% | Added |
| Insight Advisors, LLC | 7,065 | $1.11M | 0.24% | +254+3.7% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,083 | $1.12M | 0.51% | −4,177−37.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 7,093 | $1.12M | 0.30% | −380−5.1% | Reduced |
| Boston Family Office LLC | 7,099 | $1.12M | 0.08% | 00.0% | Unchanged |
| Advisor Resource Council | 7,120 | $1.12M | 0.13% | +5,797+438.2% | Added |
| Beacon Capital Management, LLC | 7,021 | $1.12M | 0.32% | +151+2.2% | Added |
| Strategic Advisors LLC | 7,131 | $1.12M | 0.21% | −27−0.4% | Reduced |
| High Net Worth Advisory Group LLC | 7,135 | $1.12M | 0.42% | +573+8.7% | Added |
| Bank Ozk | 7,136 | $1.12M | 0.55% | −591−7.6% | Reduced |
| Missouri Trust & Investment Co | 7,137 | $1.13M | 0.45% | +547+8.3% | Added |
| Old Mission Investment Co LLC | 7,140 | $1.13M | 0.39% | −70−1.0% | Reduced |
| TD Capital Management LLC | 7,151 | $1.13M | 0.13% | +1,885+35.8% | Added |
| Allied Investment Advisors, LLC | 7,157 | $1.13M | 0.31% | −1,251−14.9% | Reduced |
| Heartland Bank & Trust Co | 7,162 | $1.13M | 0.78% | −31−0.4% | Reduced |
| Eaton Financial Holdings Company, LLC | 7,167 | $1.13M | 0.27% | −20−0.3% | Reduced |
| Professional Financial Advisors, LLC | 7,173 | $1.13M | 0.37% | +164+2.3% | Added |
| WMG Financial Advisors, LLC | 7,192 | $1.13M | 0.74% | −1,132−13.6% | Reduced |