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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Lifeworks Advisors, LLC | 9,920 | $1.56M | 0.54% | −1,618−14.0% | Reduced |
| Painted Porch Advisors LLC | 9,924 | $1.56M | 1.21% | +9,924 | New |
| Compass Wealth Management LLC | 9,925 | $1.56M | 0.44% | +26+0.3% | Added |
| Bank of New Hampshire | 9,934 | $1.57M | 0.44% | −349−3.4% | Reduced |
| Argus Investors' Counsel, Inc. | 9,945 | $1.57M | 1.01% | 00.0% | Unchanged |
| United Advisor Group, LLC | 9,941 | $1.57M | 1.89% | +9,941 | New |
| Accretive Wealth Partners, LLC | 9,958 | $1.57M | 0.75% | −110−1.1% | Reduced |
| CMG Global Holdings, LLC | 9,278 | $1.57M | 1.14% | −32−0.3% | Reduced |
| Ausdal Financial Partners, Inc. | 9,964 | $1.57M | 0.19% | +840+9.2% | Added |
| Lake Street Advisors Group, LLC | 9,930 | $1.57M | 0.08% | −461−4.4% | Reduced |
| Canopy Partners, LLC | 9,939 | $1.57M | 0.96% | +9,939 | New |
| WR Wealth Planners, LLC | 9,985 | $1.57M | 0.59% | −71−0.7% | Reduced |
| Meridian Wealth Advisors, LLC | 9,991 | $1.58M | 0.34% | −334−3.2% | Reduced |
| Highlander Capital Management, LLC | 10,000 | $1.58M | 0.56% | 00.0% | Unchanged |
| Alta Capital Management LLC | 10,000 | $1.58M | 0.10% | +10,000 | New |
| Glaxis Capital Management, LLC | 10,000 | $1.58M | 5.62% | +10,000 | New |
| Marathon Trading Investment Management LLC | 10,000 | $1.58M | 0.30% | +10,000 | New |
| Scalar Gauge Management, LLC | 10,000 | $1.58M | 1.50% | +10,000 | New |
| MidWestOne Financial Group, Inc. | 10,028 | $1.58M | 0.30% | +191+1.9% | Added |
| Jeppson Wealth Management, LLC | 10,033 | $1.58M | 0.65% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 10,047 | $1.58M | 0.35% | +2,387+31.2% | Added |
| Fukoku Mutual Life Insurance Co | 10,059 | $1.59M | 0.13% | +100+1.0% | Added |
| Detalus Advisors, LLC | 10,060 | $1.59M | 0.63% | −263−2.5% | Reduced |
| Highview Capital Management LLC | 10,076 | $1.59M | 0.85% | +196+2.0% | Added |
| Delos Wealth Advisors, LLC | 10,078 | $1.59M | 2.35% | −323−3.1% | Reduced |
| Vista Investment Partners LLC | 10,097 | $1.59M | 0.59% | +10,097 | New |
| MRP Capital Investments, LLC | 10,102 | $1.59M | 1.72% | −12,259−54.8% | Reduced |
| Spreng Capital Management, Inc. | 10,103 | $1.59M | 1.00% | −224−2.2% | Reduced |
| Crestwood Advisors Group LLC | 10,111 | $1.59M | 0.04% | +697+7.4% | Added |
| Paradigm Asset Management Co LLC | 10,112 | $1.59M | 0.42% | −300−2.9% | Reduced |
| Peoples Bank | 10,168 | $1.60M | 1.28% | −92−0.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 10,165 | $1.60M | 1.37% | +415+4.3% | Added |
| Nebula Research & Development LLC | 10,169 | $1.60M | 0.48% | +4,127+68.3% | Added |
| McDonald Partners LLC | 10,218 | $1.61M | 0.48% | +37+0.4% | Added |
| WBH Advisory Inc | 10,274 | $1.62M | 0.18% | −172−1.6% | Reduced |
| Sterling Investment Counsel, LLC | 10,296 | $1.62M | 0.83% | −311−2.9% | Reduced |
| Smith Anglin Financial, LLC | 10,318 | $1.63M | 0.19% | +53+0.5% | Added |
| RMR Capital Management, LLC | 10,330 | $1.63M | 1.87% | +10,330 | New |
| Key Client Fiduciary Advisors, LLC | 10,354 | $1.63M | 0.95% | −98−0.9% | Reduced |
| Leo Wealth, LLC | 24,575 | $1.63M | 0.17% | +24,575 | New |
| Proquility Private Wealth Partners, LLC | 10,377 | $1.64M | 0.62% | −4,652−31.0% | Reduced |
| 3Chopt Investment Partners, LLC | 10,343 | $1.64M | 0.60% | +10,343 | New |
| Blue Chip Partners, Inc. | 10,394 | $1.64M | 0.17% | −123−1.2% | Reduced |
| SOL Capital Management CO | 10,405 | $1.64M | 0.22% | +25+0.2% | Added |
| Manchester Capital Management LLC | 10,427 | $1.64M | 0.22% | −205−1.9% | Reduced |
| MTM Investment Management, LLC | 10,428 | $1.64M | 0.75% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 10,450 | $1.65M | 0.85% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 10,465 | $1.65M | 1.01% | +6+0.1% | Added |
| Optimum Investment Advisors | 10,506 | $1.66M | 0.83% | −10.0% | Reduced |
| Belpointe Asset Management LLC | 10,509 | $1.66M | 0.15% | −2,010−16.1% | Reduced |
| Bailard, Inc. | 10,537 | $1.66M | 0.05% | −260−2.4% | Reduced |
| Argent Capital Management LLC | 10,575 | $1.67M | 0.05% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 10,586 | $1.67M | 0.16% | −1,029−8.9% | Reduced |
| Summit X, LLC | 10,608 | $1.67M | 0.48% | −53−0.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,615 | $1.67M | 0.30% | −25−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 10,630 | $1.68M | 0.14% | +973+10.1% | Added |
| MGB Wealth Management, LLC | 10,634 | $1.68M | 0.84% | +10,634 | New |
| TruWealth Advisors, LLC | 10,680 | $1.68M | 0.13% | +10.0% | Added |
| Dudley Capital Management, LLC | 10,696 | $1.69M | 1.08% | +40+0.4% | Added |
| Quad-Cities Investment Group, LLC | 10,664 | $1.69M | 1.04% | −159−1.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,705 | $1.69M | 0.10% | +184+1.7% | Added |
| Armor Investment Advisors, LLC | 10,705 | $1.69M | 0.89% | +637+6.3% | Added |
| Essex Financial Services, Inc. | 10,713 | $1.69M | 0.17% | +1,696+18.8% | Added |
| LM Advisors LLC | 10,757 | $1.70M | 0.34% | +10,757 | New |
| Wellington Shields & Co., LLC | 10,757 | $1.70M | 0.63% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 10,777 | $1.70M | 0.27% | +137+1.3% | Added |
| Legacy Bridge, LLC | 10,788 | $1.70M | 1.10% | −175−1.6% | Reduced |
| Skopos Labs, Inc. | 10,797 | $1.70M | 0.81% | +10,797 | New |
| Norris Financial Group, LLC | 10,878 | $1.71M | 1.04% | −206−1.9% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 10,901 | $1.72M | 1.60% | +10,901 | New |
| Ifrah Financial Services, Inc. | 10,903 | $1.72M | 0.50% | −38−0.3% | Reduced |
| Congress Park Capital LLC | 10,918 | $1.72M | 0.84% | −1,643−13.1% | Reduced |
| JPL Wealth Management, LLC | 10,920 | $1.72M | 1.24% | +10,920 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,942 | $1.73M | 0.19% | −32−0.3% | Reduced |
| First Financial Bank - Trust Division | 10,952 | $1.73M | 0.18% | −348−3.1% | Reduced |
| Harbor Advisors LLC | 11,000 | $1.73M | 0.33% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 11,068 | $1.74M | 0.76% | +375+3.5% | Added |
| Sofos Investments, Inc. | 11,096 | $1.75M | 0.49% | −139,212−92.6% | Reduced |
| Second Line Capital, LLC | 11,065 | $1.75M | 0.70% | +11,065 | New |
| Kathmere Capital Management, LLC | 11,120 | $1.75M | 0.23% | −1,109−9.1% | Reduced |
| Ignite Planners, LLC | 11,014 | $1.75M | 0.52% | −1,268−10.3% | Reduced |
| Ellsworth Advisors, LLC | 11,129 | $1.75M | 0.56% | +207+1.9% | Added |
| Northern Financial Advisors Inc | 11,171 | $1.76M | 1.48% | +1,041+10.3% | Added |
| SPC Financial, Inc. | 11,187 | $1.76M | 0.18% | −7,560−40.3% | Reduced |
| Chicago Partners Investment Group LLC | 11,033 | $1.77M | 0.08% | −385−3.4% | Reduced |
| Krilogy Financial LLC | 11,241 | $1.77M | 0.15% | +444+4.1% | Added |
| Founders Financial Securities LLC | 11,291 | $1.78M | 0.20% | −273−2.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 11,315 | $1.78M | 1.66% | +362+3.3% | Added |
| Main Street Financial Solutions, LLC | 11,316 | $1.78M | 0.23% | +145+1.3% | Added |
| ROI Financial Advisors, LLC | 11,348 | $1.79M | 1.48% | +11,348 | New |
| Delta Investment Management, LLC | 11,365 | $1.79M | 0.44% | +629+5.9% | Added |
| Providence First Trust Co | 11,391 | $1.80M | 0.88% | −35−0.3% | Reduced |
| Trust Co of Oklahoma | 11,399 | $1.80M | 0.67% | 00.0% | Unchanged |
| X-Square Capital, LLC | 11,409 | $1.80M | 0.99% | +4,423+63.3% | Added |
| Wolff Wiese Magana LLC | 11,475 | $1.81M | 1.72% | +1,985+20.9% | Added |
| Icapital Wealth LLC | 11,512 | $1.81M | 1.17% | +1,000+9.5% | Added |
| RFP Financial Group LLC | 11,536 | $1.82M | 0.74% | +99+0.9% | Added |
| Claro Advisors LLC | 11,552 | $1.82M | 0.40% | +949+9.0% | Added |
| Pinnacle Holdings, LLC | 11,560 | $1.82M | 0.75% | +108+0.9% | Added |
| Beacon Investment Advisors LLC | 11,613 | $1.83M | 1.17% | −285−2.4% | Reduced |