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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 13,838 | $2.18M | 0.25% | +200+1.5% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13,827 | $2.19M | 0.43% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 13,982 | $2.20M | 0.50% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 14,017 | $2.21M | 0.74% | −590−4.0% | Reduced |
| Parsons Capital Management Inc | 14,039 | $2.21M | 0.16% | +1,864+15.3% | Added |
| R.H. Dinel Investment Counsel, Inc. | 14,050 | $2.21M | 1.51% | −1,000−6.6% | Reduced |
| Welch Group, LLC | 14,067 | $2.22M | 0.12% | +60.0% | Added |
| Penobscot Investment Management Company, Inc. | 14,110 | $2.22M | 0.26% | +2,850+25.3% | Added |
| Freedom Day Solutions, LLC | 14,137 | $2.23M | 0.87% | −145−1.0% | Reduced |
| West Michigan Advisors, LLC | 14,193 | $2.24M | 0.85% | +2,924+25.9% | Added |
| Cidel Asset Management Inc | 14,207 | $2.24M | 0.10% | +14,207 | New |
| Smithfield Trust Co | 14,215 | $2.24M | 0.13% | −252−1.7% | Reduced |
| Canandaigua National Bank & Trust Co | 14,225 | $2.24M | 0.35% | −166−1.2% | Reduced |
| Clarius Group, LLC | 14,244 | $2.25M | 0.19% | −1,013−6.6% | Reduced |
| Hemenway Trust Co LLC | 14,247 | $2.25M | 0.21% | −2,180−13.3% | Reduced |
| Belmont Capital, LLC | 14,306 | $2.26M | 0.96% | +51+0.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 14,339 | $2.26M | 0.43% | +75+0.5% | Added |
| Weaver Capital Management LLC | 14,377 | $2.27M | 0.92% | +14,377 | New |
| IFP Advisors, Inc | 14,408 | $2.27M | 0.11% | −3,743−20.6% | Reduced |
| CoreCap Advisors, LLC | 14,445 | $2.28M | 0.15% | −599−4.0% | Reduced |
| Westover Capital Advisors, LLC | 14,461 | $2.28M | 0.74% | +2,692+22.9% | Added |
| BBR Partners, LLC | 14,522 | $2.29M | 0.23% | +121+0.8% | Added |
| JCIC Asset Management Inc. | 14,527 | $2.29M | 1.02% | −18−0.1% | Reduced |
| Trifecta Capital Advisors, LLC | 14,540 | $2.29M | 0.63% | +585+4.2% | Added |
| Lester Murray Antman dba SimplyRich | 14,642 | $2.31M | 0.79% | +33+0.2% | Added |
| Chatham Capital Group, Inc. | 14,684 | $2.31M | 0.47% | +865+6.3% | Added |
| Harbor Investment Advisory, LLC | 14,687 | $2.32M | 0.27% | −720−4.7% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.32M | 0.10% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 14,713 | $2.32M | 1.30% | +118+0.8% | Added |
| Allred Capital Management, LLC | 14,755 | $2.33M | 1.01% | −72−0.5% | Reduced |
| Steward Partners Investment Solutions, LLC | 14,784 | $2.33M | 0.97% | +14,784 | New |
| Beacon Financial Group | 14,792 | $2.33M | 0.28% | −620−4.0% | Reduced |
| Archford Capital Strategies, LLC | 14,804 | $2.33M | 0.43% | −3,942−21.0% | Reduced |
| Mission Wealth Management, LP | 14,832 | $2.34M | 0.08% | +1,884+14.6% | Added |
| Darwin Advisors, LLC | 14,845 | $2.34M | 0.63% | +14,845 | New |
| Sumitomo Life Insurance Co | 14,869 | $2.34M | 0.07% | −771−4.9% | Reduced |
| Telemus Capital, LLC | 14,899 | $2.35M | 0.19% | −41−0.3% | Reduced |
| Bangor Savings Bank | 14,952 | $2.36M | 0.26% | +1,406+10.4% | Added |
| Mustard Seed Financial, LLC | 15,009 | $2.37M | 2.67% | +15,009 | New |
| Valmark Advisers, Inc. | 15,021 | $2.37M | 0.04% | −744−4.7% | Reduced |
| Shepherd Financial Partners LLC | 15,036 | $2.37M | 0.34% | −40.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 15,041 | $2.37M | 0.73% | −904−5.7% | Reduced |
| Spirit of America Management Corp | 15,084 | $2.38M | 0.52% | +200+1.3% | Added |
| Wedmont Private Capital | 15,030 | $2.38M | 0.19% | −123−0.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,115 | $2.38M | 0.05% | +15,115 | New |
| Fairfield, Bush & Co. | 15,223 | $2.40M | 1.41% | −993−6.1% | Reduced |
| Centaurus Financial, Inc. | 15,237 | $2.40M | 0.18% | +2,014+15.2% | Added |
| Caliber Wealth Management, LLC | 15,241 | $2.40M | 1.41% | +475+3.2% | Added |
| Essex Savings Bank | 15,267 | $2.41M | 0.70% | +412+2.8% | Added |
| Hudson Valley Investment Advisors Inc | 15,225 | $2.41M | 0.33% | −848−5.3% | Reduced |
| Phoenix Wealth Advisors | 15,132 | $2.41M | 1.68% | −118−0.8% | Reduced |
| Hudson Value Partners, LLC | 15,292 | $2.41M | 1.12% | +362+2.4% | Added |
| Northstar Asset Management LLC | 15,315 | $2.41M | 0.64% | −302−1.9% | Reduced |
| Cigna Investments Inc | 15,319 | $2.42M | 0.50% | −37−0.2% | Reduced |
| ICW Investment Advisors LLC | 15,451 | $2.44M | 1.19% | +62+0.4% | Added |
| Finer Wealth Management, Inc. | 15,467 | $2.44M | 1.82% | −206−1.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 15,551 | $2.45M | 0.12% | +3,044+24.3% | Added |
| AllGen Financial Advisors, Inc. | 15,579 | $2.46M | 1.28% | −598−3.7% | Reduced |
| Advocate Group LLC | 15,594 | $2.46M | 0.53% | −1,071−6.4% | Reduced |
| Ci Investments Inc. | 15,594 | $2.46M | 0.01% | −17,168−52.4% | Reduced |
| SeaCrest Wealth Management, LLC | 15,713 | $2.46M | 0.30% | −252−1.6% | Reduced |
| Naviter Wealth, LLC | 15,575 | $2.46M | 0.50% | +1,894+13.8% | Added |
| Delap Wealth Advisory, LLC | 15,628 | $2.46M | 1.12% | +6,620+73.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,671 | $2.47M | 0.24% | +1,335+9.3% | Added |
| Beck Capital Management, LLC | 15,700 | $2.48M | 0.85% | +15,700 | New |
| Dakota Wealth Management | 15,731 | $2.48M | 0.10% | +876+5.9% | Added |
| Guardian Wealth Advisors, LLC | 15,736 | $2.48M | 0.38% | +1,069+7.3% | Added |
| Hilltop Holdings Inc. | 15,832 | $2.50M | 0.28% | +2,020+14.6% | Added |
| D.B. Root & Company, LLC | 15,849 | $2.50M | 0.91% | −86−0.5% | Reduced |
| CWA Asset Management Group, LLC | 15,853 | $2.50M | 0.17% | −2,676−14.4% | Reduced |
| New Hampshire Trust | 15,862 | $2.50M | 0.60% | −129−0.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 15,888 | $2.50M | 0.65% | −20−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 15,898 | $2.51M | 0.20% | +3,704+30.4% | Added |
| Quantbot Technologies LP | 15,905 | $2.51M | 0.15% | +15,905 | New |
| Security National Bank of So Dak | 15,907 | $2.51M | 1.65% | −148−0.9% | Reduced |
| Duff & Phelps Investment Management Co | 15,916 | $2.51M | 0.03% | +140+0.9% | Added |
| Snider Financial Group | 15,927 | $2.51M | 1.16% | +764+5.0% | Added |
| Duncker Streett & Co Inc | 15,940 | $2.51M | 0.53% | −23−0.1% | Reduced |
| Amussen Hunsaker Associates LLC | 15,979 | $2.52M | 0.51% | +86+0.5% | Added |
| Roberts Glore & Co Inc | 16,016 | $2.52M | 0.79% | +325+2.1% | Added |
| Ledyard National Bank | 16,119 | $2.54M | 0.26% | +149+0.9% | Added |
| Garner Asset Management Corp | 14,977 | $2.54M | 1.29% | +213+1.4% | Added |
| Miller Investment Management, LP | 16,150 | $2.55M | 0.36% | 00.0% | Unchanged |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,152 | $2.55M | 1.15% | +115+0.7% | Added |
| Stoneridge Investment Partners LLC | 16,213 | $2.56M | 1.08% | +8,992+124.5% | Added |
| MSH Capital Advisors LLC | 16,244 | $2.56M | 0.96% | −358−2.2% | Reduced |
| Westpac Banking Corp | 16,377 | $2.58M | 0.21% | −5,536−25.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 16,368 | $2.59M | 0.05% | −5,140−23.9% | Reduced |
| Private Trust Co NA | 16,426 | $2.59M | 0.30% | +394+2.5% | Added |
| Marshall Financial Group LLC | 16,427 | $2.59M | 0.83% | +104+0.6% | Added |
| Sterling Investment Advisors, Ltd. | 16,481 | $2.60M | 0.81% | +610+3.8% | Added |
| Gold Investment Management Ltd. | 16,494 | $2.60M | 1.11% | +16,494 | New |
| Kingswood Wealth Advisors, LLC | 16,501 | $2.60M | 0.30% | +11,318+218.4% | Added |
| Aaron Wealth Advisors | 16,537 | $2.61M | 0.43% | −15,098−47.7% | Reduced |
| Old Second National Bank of Aurora | 16,541 | $2.61M | 0.72% | +107+0.7% | Added |
| Robbins Farley LLC | 16,557 | $2.61M | 1.64% | −1,712−9.4% | Reduced |
| Plancorp, LLC | 16,563 | $2.61M | 0.13% | +461+2.9% | Added |
| Naples Global Advisors, LLC | 16,510 | $2.61M | 0.29% | −942−5.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,586 | $2.61M | 1.61% | −334−2.0% | Reduced |
| Harvey Capital Management Inc | 16,650 | $2.62M | 0.87% | 00.0% | Unchanged |