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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 8,479 | $1.34M | 0.23% | −273−3.1% | Reduced |
| Chesapeake Wealth Management | 8,483 | $1.34M | 0.52% | +204+2.5% | Added |
| TLWM | 8,494 | $1.34M | 0.32% | +32+0.4% | Added |
| Live Oak Private Wealth LLC | 8,499 | $1.34M | 0.25% | −347−3.9% | Reduced |
| Keebeck Wealth Management, LLC | 8,486 | $1.34M | 0.22% | +378+4.7% | Added |
| Shell Asset Management Co | 8,517 | $1.34M | 0.06% | −1,089−11.3% | Reduced |
| Accurate Wealth Management, LLC | 8,384 | $1.35M | 0.42% | −2,020−19.4% | Reduced |
| Lake Street Financial LLC | 8,574 | $1.35M | 0.21% | −2,168−20.2% | Reduced |
| TCM Advisors, LLC | – | $1.36M | 1.10% | – | – |
| Pitcairn Co | 8,623 | $1.36M | 0.10% | −205−2.3% | Reduced |
| Ballast, Inc. | 8,637 | $1.36M | 0.47% | +330+4.0% | Added |
| Home Federal Bank of Tennessee | 8,649 | $1.36M | 0.46% | −25−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,650 | $1.36M | 0.05% | −491−5.4% | Reduced |
| Wynn Capital, LLC | 8,662 | $1.37M | 1.12% | +8,662 | New |
| Sage Mountain Advisors LLC | 8,697 | $1.37M | 0.16% | +547+6.7% | Added |
| Park National Corp | 8,703 | $1.37M | 0.06% | −75−0.9% | Reduced |
| American State Bank (Iowa) | 8,735 | $1.38M | 0.88% | +21+0.2% | Added |
| IPG Investment Advisors LLC | 8,783 | $1.38M | 0.28% | −230−2.6% | Reduced |
| Chilton Capital Management LLC | 8,799 | $1.39M | 0.07% | +552+6.7% | Added |
| Chicago Capital, LLC | 8,804 | $1.39M | 0.05% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 8,811 | $1.39M | 0.19% | +3,257+58.6% | Added |
| Trust Co of the South | 8,826 | $1.39M | 0.37% | +8,826 | New |
| Archer Investment Corp | 8,831 | $1.39M | 0.45% | −256−2.8% | Reduced |
| Gilbert & Cook, Inc. | 8,851 | $1.40M | 0.20% | −2,497−22.0% | Reduced |
| Mango Five Family, Inc. | 8,853 | $1.40M | 0.53% | +8,853 | New |
| Register Financial Advisors LLC | 8,855 | $1.40M | 0.93% | +475+5.7% | Added |
| Advisory Alpha, LLC | 8,858 | $1.40M | 0.06% | −193−2.1% | Reduced |
| Diamant Asset Management, Inc. | 8,862 | $1.40M | 1.04% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 8,885 | $1.40M | 0.63% | +8,885 | New |
| Insight Wealth Strategies, LLC | 8,888 | $1.40M | 0.23% | +178+2.0% | Added |
| Cassaday & Co Wealth Management LLC | 8,898 | $1.40M | 0.05% | −239−2.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 8,912 | $1.41M | 0.85% | −71−0.8% | Reduced |
| Modern Wealth Management, LLC | 8,929 | $1.41M | 0.18% | +8,929 | New |
| Montecito Bank & Trust | 8,930 | $1.41M | 0.30% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 8,932 | $1.41M | 0.44% | −792−8.1% | Reduced |
| Douglas Lane & Associates, LLC | 8,945 | $1.41M | 0.02% | −438−4.7% | Reduced |
| Orser Capital Management, LLC | 8,951 | $1.41M | 1.62% | −1,195−11.8% | Reduced |
| PFG Advisors | 8,957 | $1.41M | 0.11% | +10+0.1% | Added |
| Bedel Financial Consulting, Inc. | 8,973 | $1.41M | 0.26% | −136−1.5% | Reduced |
| Cannell Peter B & Co Inc | 8,974 | $1.41M | 0.04% | +1,736+24.0% | Added |
| Winthrop Advisory Group LLC | 8,986 | $1.42M | 0.22% | +512+6.0% | Added |
| West Family Investments, Inc. | 8,997 | $1.42M | 0.48% | −30.0% | Reduced |
| Alaska Permanent Fund Corp | 9,016 | $1.42M | 0.02% | +9,016 | New |
| Resurgent Financial Advisors LLC | 9,036 | $1.42M | 0.88% | −258−2.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 9,041 | $1.43M | 0.05% | −1,869−17.1% | Reduced |
| Hoylecohen, LLC | 9,050 | $1.43M | 0.12% | +2,531+38.8% | Added |
| Coastal Bridge Advisors, LLC | 9,051 | $1.43M | 0.37% | −180−1.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 9,054 | $1.43M | 0.77% | −348−3.7% | Reduced |
| Buckingham Strategic Partners | 9,058 | $1.43M | 0.07% | −3,820−29.7% | Reduced |
| CVA Family Office, LLC | 9,070 | $1.43M | 0.28% | −149−1.6% | Reduced |
| Provenance Wealth Advisors, LLC | 9,141 | $1.44M | 0.19% | +288+3.3% | Added |
| L.M. Kohn & Company | 9,163 | $1.44M | 0.46% | +488+5.6% | Added |
| GAMMA Investing LLC | 8,743 | $1.44M | 0.39% | +8,743 | New |
| Gray Wealth Management Inc. | 9,176 | $1.45M | 0.70% | −420−4.4% | Reduced |
| Prestige Wealth Management Group LLC | 9,230 | $1.46M | 0.33% | +499+5.7% | Added |
| Alpha Cubed Investments, LLC | 9,291 | $1.46M | 0.08% | +120+1.3% | Added |
| Brevan Howard Capital Management LP | 9,296 | $1.47M | 0.15% | +9,296 | New |
| Patten Group, Inc. | 9,299 | $1.47M | 0.40% | −963−9.4% | Reduced |
| Navalign, LLC | 9,302 | $1.47M | 0.51% | −148−1.6% | Reduced |
| Larson Financial Group LLC | 9,303 | $1.47M | 0.13% | +3,232+53.2% | Added |
| Nikulski Financial, Inc. | 9,349 | $1.47M | 0.54% | +1,313+16.3% | Added |
| True North Advisors, LLC | 9,374 | $1.48M | 0.38% | −81−0.9% | Reduced |
| Fernwood Investment Management, LLC | 9,861 | $1.48M | 0.49% | 00.0% | Unchanged |
| Samjo Management, LLC | 9,400 | $1.48M | 0.52% | +9,400 | New |
| Whalerock Point Partners, LLC | 9,446 | $1.49M | 0.46% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 9,453 | $1.49M | 0.35% | +10.0% | Added |
| Humankind Investments LLC | 9,467 | $1.49M | 0.44% | +33+0.3% | Added |
| First National Bank & Trust Co of Newtown | 9,474 | $1.49M | 0.32% | −120−1.3% | Reduced |
| Marcum Wealth, LLC | 9,497 | $1.50M | 0.16% | +421+4.6% | Added |
| PFC Capital Group, Inc. | 9,504 | $1.50M | 0.89% | +9,504 | New |
| Money Concepts Capital Corp | 9,497 | $1.50M | 0.14% | −7,370−43.7% | Reduced |
| PBMares Wealth Management LLC | 9,505 | $1.50M | 0.45% | −150−1.6% | Reduced |
| Mirabaud & Cie SA | 9,510 | $1.50M | 0.50% | +9,510 | New |
| Platform Technology Partners | 8,805 | $1.50M | 0.58% | −126−1.4% | Reduced |
| Lindbrook Capital, LLC | 9,513 | $1.50M | 0.15% | +308+3.3% | Added |
| Souders Financial Advisors | 9,540 | $1.50M | 0.26% | +1,721+22.0% | Added |
| Vaughan David Investments LLC | 9,558 | $1.51M | 0.04% | +19+0.2% | Added |
| Kidder Stephen W | 9,560 | $1.51M | 0.49% | −290−2.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 9,573 | $1.51M | 1.74% | −825−7.9% | Reduced |
| Altman Advisors, Inc. | 9,575 | $1.51M | 0.79% | +58+0.6% | Added |
| Central Bank & Trust Co | 9,608 | $1.51M | 0.23% | +4,875+103.0% | Added |
| Prelude Capital Management, LLC | 9,657 | $1.52M | 0.13% | +6,934+254.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,494 | $1.52M | 0.64% | +34+0.4% | Added |
| Wealth Alliance | 9,679 | $1.53M | 0.21% | −30−0.3% | Reduced |
| Jmac Enterprises LLC | 9,681 | $1.53M | 0.33% | +248+2.6% | Added |
| ISAM Funds (UK) Ltd | 9,682 | $1.53M | 1.09% | +9,682 | New |
| Boston Financial Mangement LLC | 9,684 | $1.53M | 0.05% | +1,593+19.7% | Added |
| BOK Financial Private Wealth, Inc. | 9,686 | $1.53M | 0.12% | +5,608+137.5% | Added |
| Godsey & Gibb Associates | 9,756 | $1.54M | 0.17% | +9,756 | New |
| Compton Wealth Advisory Group, LLC | 9,772 | $1.54M | 0.48% | +1,757+21.9% | Added |
| Portfolio Design Labs, LLC | 9,794 | $1.54M | 0.58% | +9,794 | New |
| RF&L Wealth Management, LLC | 9,800 | $1.54M | 1.28% | +1,200+14.0% | Added |
| Peterson Wealth Services | 9,813 | $1.55M | 0.66% | +1,464+17.5% | Added |
| Nicholas Hoffman & Company, LLC. | 9,825 | $1.55M | 0.09% | −334−3.3% | Reduced |
| LCM Capital Management Inc | 9,835 | $1.55M | 1.12% | +27+0.3% | Added |
| First PREMIER Bank | 9,844 | $1.55M | 0.44% | +27+0.3% | Added |
| Sciencast Management LP | 9,868 | $1.56M | 0.85% | +7,168+265.5% | Added |
| RB Capital Management, LLC | 9,892 | $1.56M | 0.45% | +190+2.0% | Added |
| FinTrust Capital Advisors, LLC | 9,898 | $1.56M | 0.31% | −12−0.1% | Reduced |
| Verdence Capital Advisors LLC | 9,910 | $1.56M | 0.15% | +162+1.7% | Added |