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Livermore
ZHEN

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
3,091
+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.

Institutional holdersQ4 2023: 3,091 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,426 institutions
Value heldQ4 2023: $145.1B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,426$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2023.

Institutions holding WMT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
AJOVista, LLC365$57.5K0.07%+365New
Brown, Lisle/Cummings, Inc.370$58.3K0.02%00.0%Unchanged
America First Investment Advisors, LLC371$58.5K0.02%00.0%Unchanged
Chesapeake Asset Management LLC377$59.4K0.05%−1,962−83.9%Reduced
Impact Partnership Wealth, LLC377$59.4K0.02%−1,250−76.8%Reduced
Ruedi Wealth Management, Inc.389$61.3K0.03%+26+7.2%Added
Criterion Capital Advisors, LLC404$63.7K0.05%+404New
Bell Investment Advisors, Inc417$65.7K0.01%−156−27.2%Reduced
Itau Unibanco Holding S.A.425$67.0K0.00%+27+6.8%Added
Salomon & Ludwin, LLC426$68.1K0.01%00.0%Unchanged
Red Tortoise LLC438$69.1K0.04%00.0%Unchanged
Activest Wealth Management441$69.6K0.04%00.0%Unchanged
One River Asset Management, LLC445$70.2K0.02%+445New
Marvin & Palmer Associates Inc451$71.1K0.08%−52,142−99.1%Reduced
Silicon Valley Capital Partners462$72.9K0.01%−89−16.2%Reduced
Orion Capital Management LLC463$73.0K0.04%+150+47.9%Added
Tower View Investment Management & Research LLC468$74.0K0.05%00.0%Unchanged
State of Wyoming479$75.5K0.01%−71−12.9%Reduced
Koesten, Hirschmann & Crabtree, INC.483$76.1K0.05%00.0%Unchanged
Beaird Harris Wealth Management, LLC489$77.0K0.01%+21+4.5%Added
Bramshill Investments, LLC500$78.8K0.01%00.0%Unchanged
Providence Capital Advisors, LLC500$78.8K0.02%+85+20.5%Added
Ritter Daniher Financial Advisory LLC506$79.8K0.03%00.0%Unchanged
SJS Investment Consulting Inc.521$82.1K0.02%+164+45.9%Added
Luken Investment Analytics, LLC546$86.1K0.05%00.0%Unchanged
Tradewinds Capital Management, LLC559$88.1K0.04%00.0%Unchanged
Cedar Mountain Advisors, LLC564$88.9K0.02%00.0%Unchanged
Operose Advisors LLC590$93.0K0.04%−1,184−66.7%Reduced
Islay Capital Management, LLC600$94.6K0.07%00.0%Unchanged
Arcadia Investment Advisors LLC600$94.6K0.06%+600New
Fairman Group, LLC602$95.2K0.09%+602New
Tucker Asset Management LLC606$95.5K0.02%−11−1.8%Reduced
Private Ocean, LLC606$95.5K0.01%00.0%Unchanged
Clear Investment Research, LLC617$97.4K0.14%+3+0.5%Added
Cape Investment Advisory, Inc.640$100.9K0.05%+330+106.5%Added
Mine & Arao Wealth Creation & Management, LLC.640$100.9K0.05%00.0%Unchanged
Avalon Trust Co650$102.5K0.01%+650New
ZRC Wealth Management, LLC645$103.2K0.06%+645New
C M Bidwell & Associates Ltd660$104.0K0.08%+6+0.9%Added
CGC Financial Services, LLC666$105.0K0.05%00.0%Unchanged
Canton Hathaway, LLC672$106.0K0.03%00.0%Unchanged
Jupiter Wealth Management LLC675$106.4K0.06%00.0%Unchanged
GW&K Investment Management, LLC685$108.0K0.00%+28+4.3%Added
WFA Asset Management Corp695$109.6K0.06%−14−2.0%Reduced
Abound Wealth Management696$109.8K0.04%+61+9.6%Added
RE Dickinson Investment Advisors, LLC700$111.0K0.07%00.0%Unchanged
First United Bank Trust709$111.8K0.04%+709New
Fairfield Financial Advisors, LTD730$115.1K0.04%00.0%Unchanged
Carolina Wealth Advisors, LLC733$115.6K0.06%+25+3.5%Added
Baldwin Brothers Inc746$117.6K0.01%00.0%Unchanged
Rise Advisors, LLC746$117.7K0.08%+463+163.6%Added
AllSquare Wealth Management LLC750$118.2K0.07%00.0%Unchanged
Frazier Financial Advisors, LLC773$121.9K0.11%+773New
Cranbrook Wealth Management, LLC792$124.8K0.03%00.0%Unchanged
Clarity Asset Management, Inc.798$125.8K0.10%+798New
Sachetta, LLC807$127.3K0.06%+807New
Macroview Investment Management LLC808$127.4K0.15%−50−5.8%Reduced
Aspire Private Capital, LLC828$130.5K0.04%00.0%Unchanged
Covestor Ltd831$131.0K0.09%−13−1.5%Reduced
Bourgeon Capital Management LLC838$132.1K0.03%00.0%Unchanged
J.Safra Asset Management Corp839$132.3K0.02%00.0%Unchanged
Creative Capital Management Investments LLC841$132.6K0.08%00.0%Unchanged
Main Street Group, LTD869$137.2K0.05%+869New
Intrepid Capital Management Inc873$137.6K0.09%+510+140.5%Added
Cornerstone Planning Group LLC893$140.8K0.05%+80+9.8%Added
Pacific Center for Financial Services897$141.4K0.04%−64−6.7%Reduced
Creative Financial Designs Inc904$142.6K0.01%+104+13.0%Added
WealthCollab, LLC907$143.0K0.11%+907New
Security National Bank910$143.5K0.03%+910New
Miller Wealth Advisors, LLC912$143.8K0.09%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC919$145.0K0.06%+919New
Thompson Investment Management, Inc.920$145.1K0.02%00.0%Unchanged
Blume Capital Management, Inc.923$145.5K0.04%−35−3.7%Reduced
DHJJ Financial Advisors, Ltd.924$145.7K0.07%−2−0.2%Reduced
O'Dell Group, LLC953$150.3K0.04%+953New
Kiely Wealth Advisory Group, Inc.933$152.4K0.09%+933New
Dakota Community Bank & Trust NA975$153.7K0.86%+40+4.3%Added
Scarborough Advisors, LLC983$155.0K0.03%+983New
CarsonAllaria Wealth Management, Ltd.989$156.0K0.11%−89−8.3%Reduced
Spectrum Wealth Counsel, LLC994$156.7K0.02%+994New
Abich Financial Wealth Management LLC1,003$158.1K0.15%+1,003New
Perritt Capital Management Inc1,011$159.4K0.09%+11+1.1%Added
Avion Wealth1,014$160.0K0.04%+68+7.2%Added
Garde Capital, Inc.1,018$160.0K0.01%+224+28.2%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,036$163.3K0.07%+501+93.6%Added
Founders Capital Management1,055$166.3K0.12%+100+10.5%Added
Hallmark Capital Management Inc1,084$170.9K0.01%+1+0.1%Added
Bruce G. Allen Investments, LLC1,088$171.5K0.16%+1,088New
Tennessee Valley Asset Management Partners1,098$173.0K0.05%+1,098New
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,118$176.3K0.08%+1,118New
Spartan Planning & Wealth Management1,120$176.6K0.19%+674+151.1%Added
Rational Advisors LLC1,142$180.0K0.02%−1,578−58.0%Reduced
Evolution Advisers, Inc.1,151$183.0K0.12%+1+0.1%Added
Twin Lakes Capital Management, LLC1,166$183.8K0.13%00.0%Unchanged
REAP Financial Group, LLC1,174$185.1K0.05%+1,174New
Tyler-Stone Wealth Management1,176$185.4K0.09%+28+2.4%Added
Capital Advisors, Ltd. LLC1,182$186.0K0.03%00.0%Unchanged
Nalls Sherbakoff Group, LLC1,215$191.5K0.17%00.0%Unchanged
DAGCO, Inc.1,221$192.5K0.18%+1,221New
Dynamic Wealth Strategies, LLC1,221$192.5K0.18%+1,221New