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 8 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
- 3,090
- +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
- 1,161 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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 7,198 | $1.14M | 0.08% | −3,380−32.0% | Reduced |
| Inlet Private Wealth, LLC | 7,200 | $1.14M | 0.35% | 00.0% | Unchanged |
| Next Capital Management LLC | 7,200 | $1.14M | 0.49% | +738+11.4% | Added |
| Am Investment Strategies LLC | 7,254 | $1.14M | 0.32% | −1,261−14.8% | Reduced |
| Keystone Financial Group | 7,277 | $1.15M | 0.20% | −508−6.5% | Reduced |
| Pecaut & Co. | 7,287 | $1.15M | 0.46% | −100−1.4% | Reduced |
| Exencial Wealth Advisors, LLC | 7,294 | $1.15M | 0.05% | +471+6.9% | Added |
| Uncommon Cents Investing LLC | 7,322 | $1.15M | 0.38% | −230−3.0% | Reduced |
| Enterprise Financial Services Corp | 7,323 | $1.15M | 0.70% | −409−5.3% | Reduced |
| Wealthsource Partners, LLC | 7,373 | $1.16M | 0.08% | −236−3.1% | Reduced |
| Nwam LLC | 7,383 | $1.16M | 0.09% | +435+6.3% | Added |
| Creekmur Asset Management LLC | 7,390 | $1.16M | 0.36% | +7,390 | New |
| Capital Management Associates | 7,400 | $1.17M | 1.49% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 7,400 | $1.17M | 0.17% | +7,400 | New |
| Williams Jones Wealth Management, LLC. | 7,403 | $1.17M | 0.02% | +716+10.7% | Added |
| Boltwood Capital Management | 7,407 | $1.17M | 0.39% | −25−0.3% | Reduced |
| Aberdeen Wealth Management LLC | 7,409 | $1.17M | 0.85% | −700−8.6% | Reduced |
| KWB Wealth | 7,431 | $1.17M | 0.17% | +4,242+133.0% | Added |
| Altfest L J & Co Inc | 7,434 | $1.17M | 0.17% | −143−1.9% | Reduced |
| Lokken Investment Group LLC | 7,442 | $1.17M | 0.66% | +440+6.3% | Added |
| Certified Advisory Corp | 7,449 | $1.17M | 0.18% | +507+7.3% | Added |
| Cooper Financial Group | 7,478 | $1.18M | 0.21% | +642+9.4% | Added |
| Koa Wealth Management, LLC | 7,483 | $1.18M | 1.16% | +7,483 | New |
| Sentry Investment Management LLC | 7,484 | $1.18M | 0.51% | −804−9.7% | Reduced |
| United Asset Strategies, Inc. | 7,492 | $1.18M | 0.13% | −133−1.7% | Reduced |
| Independence Bank of Kentucky | 7,516 | $1.18M | 0.42% | +247+3.4% | Added |
| Prosperity Consulting Group, LLC | 7,530 | $1.19M | 0.40% | −164−2.1% | Reduced |
| Abn Amro Investment Solutions | 7,531 | $1.19M | 0.02% | +491+7.0% | Added |
| Tempus Wealth Planning, LLC | 7,539 | $1.19M | 0.52% | +11+0.1% | Added |
| Aspen Wealth Strategies, LLC | 7,551 | $1.19M | 0.87% | 00.0% | Unchanged |
| RDA Financial Network | 7,571 | $1.19M | 0.45% | +4,698+163.5% | Added |
| Pictet & Cie (Europe) SA | 7,600 | $1.20M | 0.04% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7,607 | $1.20M | 0.70% | −195−2.5% | Reduced |
| Hoey Investments, Inc | 7,619 | $1.20M | 0.34% | −111−1.4% | Reduced |
| First Community Trust NA | 7,654 | $1.21M | 1.31% | −27−0.4% | Reduced |
| KC Investment Advisors, LLC | 7,656 | $1.21M | 0.73% | +134+1.8% | Added |
| Financial Partners Group, LLC | 7,658 | $1.21M | 0.55% | +396+5.5% | Added |
| First Western Trust Bank | 7,665 | $1.21M | 0.06% | −204−2.6% | Reduced |
| Summit Trail Advisors, LLC | 7,657 | $1.21M | 0.04% | −1,810−19.1% | Reduced |
| Tradition Wealth Management, LLC | 7,688 | $1.21M | 0.13% | +245+3.3% | Added |
| ProVise Management Group, LLC | 7,705 | $1.21M | 0.10% | −282−3.5% | Reduced |
| Legacy Financial Advisors, Inc. | 7,706 | $1.21M | 0.23% | −252−3.2% | Reduced |
| DeDora Capital, Inc. | 7,707 | $1.22M | 0.43% | +244+3.3% | Added |
| Joel Isaacson & Co., LLC | 7,711 | $1.22M | 0.07% | +15+0.2% | Added |
| Advisor OS, LLC | 7,735 | $1.22M | 0.16% | +3,834+98.3% | Added |
| WNY Asset Management, LLC | 7,745 | $1.22M | 0.21% | +1,503+24.1% | Added |
| Louisbourg Investments Inc. | 7,750 | $1.22M | 0.37% | +7,750 | New |
| Investment Partners, Ltd. | 7,778 | $1.23M | 0.60% | +284+3.8% | Added |
| Brady Family Wealth, LLC | 7,798 | $1.23M | 0.42% | −573−6.8% | Reduced |
| Burford Brothers, Inc. | 7,801 | $1.23M | 0.87% | +7,801 | New |
| River & Mercantile Asset Management LLP | 7,812 | $1.23M | 0.23% | −81−1.0% | Reduced |
| Valley Brook Capital Group | 7,816 | $1.23M | 1.07% | +315+4.2% | Added |
| Camden Capital, LLC | 7,820 | $1.23M | 0.13% | +2,191+38.9% | Added |
| Summit Financial Wealth Advisors, LLC | 7,822 | $1.23M | 0.28% | +197+2.6% | Added |
| Wellington Shields Capital Management, LLC | 7,840 | $1.24M | 0.15% | +3,550+82.8% | Added |
| Imprint Wealth LLC | 7,800 | $1.24M | 1.00% | −1,134−12.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 7,868 | $1.24M | 0.32% | −270−3.3% | Reduced |
| Deseret Mutual Benefit Administrators | 7,874 | $1.24M | 0.72% | −2,558−24.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 7,904 | $1.25M | 0.21% | +40+0.5% | Added |
| MKT Advisors LLC | 7,958 | $1.25M | 0.82% | −11−0.1% | Reduced |
| Sutton Place Investors LLC | 7,915 | $1.25M | 0.90% | +7,915 | New |
| Mountain Pacific Investment Advisers Inc | 7,925 | $1.25M | 0.08% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 7,942 | $1.25M | 0.53% | +7,942 | New |
| GoalVest Advisory LLC | 7,947 | $1.25M | 0.55% | +437+5.8% | Added |
| Pioneer Trust Bank N A | 7,976 | $1.26M | 0.37% | −93−1.2% | Reduced |
| Focused Wealth Management, Inc | 7,981 | $1.26M | 0.21% | +27+0.3% | Added |
| TBH Global Asset Management, LLC | 7,990 | $1.26M | 0.26% | −133−1.6% | Reduced |
| Hollencrest Capital Management | 8,031 | $1.27M | 0.12% | +80+1.0% | Added |
| Birchbrook, Inc. | 8,049 | $1.27M | 0.84% | +8,049 | New |
| Atomi Financial Group, Inc. | 8,063 | $1.27M | 0.18% | +3,792+88.8% | Added |
| GPS Wealth Strategies Group, LLC | 8,084 | $1.27M | 0.23% | −40.0% | Reduced |
| First Command Advisory Services, Inc. | 8,177 | $1.28M | 0.01% | +154+1.9% | Added |
| Kingfisher Capital LLC | 8,135 | $1.28M | 0.33% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 8,152 | $1.28M | 0.28% | +8,152 | New |
| Logan Capital Management Inc | 8,146 | $1.28M | 0.06% | −77−0.9% | Reduced |
| Balyasny Asset Management LLC | 8,168 | $1.29M | 0.00% | −427,637−98.1% | Reduced |
| XML Financial, LLC | 8,183 | $1.29M | 0.14% | +874+12.0% | Added |
| Grandview Asset Management LLC | 8,199 | $1.29M | 0.68% | −446−5.2% | Reduced |
| Financial Insights, Inc. | 8,203 | $1.29M | 0.40% | +362+4.6% | Added |
| Ahl Investment Management, Inc. | 8,215 | $1.30M | 1.06% | −110−1.3% | Reduced |
| Trustco Bank Corp N Y | 8,222 | $1.30M | 1.40% | −25−0.3% | Reduced |
| Harbert Fund Advisors, Inc. | 8,250 | $1.30M | 0.89% | +8,250 | New |
| Charles Schwab Trust Co | 8,268 | $1.30M | 0.13% | +221+2.7% | Added |
| AdvisorNet Financial, Inc | 8,302 | $1.31M | 0.12% | +32+0.4% | Added |
| Birmingham Capital Management Co Inc | 8,305 | $1.31M | 0.52% | −250−2.9% | Reduced |
| Secure Asset Management, LLC | 8,306 | $1.31M | 0.35% | +1,187+16.7% | Added |
| Beaumont Asset Management, L.L.C. | 8,325 | $1.31M | 0.92% | +9+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,368 | $1.32M | 0.21% | −1,126−11.9% | Reduced |
| Arcadia Investment Management Corp | 8,375 | $1.32M | 0.25% | +48+0.6% | Added |
| RKL Wealth Management LLC | 8,395 | $1.32M | 0.14% | −21−0.2% | Reduced |
| Jarislowsky, Fraser Ltd | 8,396 | $1.32M | 0.01% | −1,201−12.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 8,423 | $1.33M | 1.29% | +8,423 | New |
| Vigilare Wealth Management | 8,429 | $1.33M | 0.68% | 00.0% | Unchanged |
| Old Port Advisors | 8,442 | $1.33M | 0.44% | −311−3.6% | Reduced |
| Grace & White Inc | 8,450 | $1.33M | 0.23% | −200−2.3% | Reduced |
| DT Investment Partners, LLC | 8,045 | $1.33M | 0.14% | −278−3.3% | Reduced |
| WMS Partners, LLC | 8,460 | $1.33M | 0.10% | +184+2.2% | Added |
| Northwest Wealth Management, LLC | 8,466 | $1.33M | 0.40% | +1,100+14.9% | Added |
| Davis Capital Management | 8,469 | $1.34M | 1.28% | +8,469 | New |
| Intellectus Partners, LLC | 8,441 | $1.34M | 0.39% | 00.0% | Unchanged |