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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 16,686 | $2.63M | 0.52% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 16,876 | $2.66M | 0.44% | +2,298+15.8% | Added |
| Dearborn Partners LLC | 16,878 | $2.66M | 0.10% | +71+0.4% | Added |
| Schechter Investment Advisors, LLC | 16,884 | $2.66M | 0.23% | +86+0.5% | Added |
| William Blair Investment Management, LLC | 16,889 | $2.66M | 0.01% | +2,040+13.7% | Added |
| Capital Investment Advisory Services, LLC | 16,918 | $2.67M | 0.25% | −1,284−7.1% | Reduced |
| AMJ Financial Wealth Management | 16,983 | $2.68M | 1.13% | +16,983 | New |
| Pine Valley Investments Ltd Liability Co | 16,990 | $2.68M | 0.23% | +2,102+14.1% | Added |
| Sargent Investment Group, LLC | 17,020 | $2.68M | 0.59% | +2,792+19.6% | Added |
| Madden Securities Corp | 17,094 | $2.69M | 1.43% | −1,845−9.7% | Reduced |
| Eads & Heald Wealth Management | 17,136 | $2.70M | 1.30% | +110+0.6% | Added |
| Cetera Trust Company, N.A | 17,136 | $2.70M | 1.68% | +17,136 | New |
| Octavia Wealth Advisors, LLC | 17,086 | $2.70M | 0.48% | −54−0.3% | Reduced |
| North Star Investment Management Corp. | 17,153 | $2.70M | 0.21% | −35−0.2% | Reduced |
| Hollow Brook Wealth Management LLC | 17,098 | $2.71M | 1.08% | +20+0.1% | Added |
| Diligent Investors, LLC | 17,189 | $2.71M | 0.74% | +29+0.2% | Added |
| Golden State Equity Partners | 17,221 | $2.71M | 0.66% | −2,359−12.0% | Reduced |
| Peddock Capital Advisors, LLC | 17,265 | $2.72M | 0.83% | +115+0.7% | Added |
| Connectus Wealth, LLC | 17,234 | $2.72M | 0.06% | −628−3.5% | Reduced |
| Summit Asset Management, LLC | 17,289 | $2.73M | 0.65% | −408−2.3% | Reduced |
| J. W. Coons Advisors, LLC | 17,331 | $2.73M | 0.74% | −100−0.6% | Reduced |
| Warren Averett Asset Management, LLC | 17,332 | $2.73M | 0.10% | +5,862+51.1% | Added |
| SeaBridge Investment Advisors LLC | 17,363 | $2.74M | 0.80% | +1,147+7.1% | Added |
| EverSource Wealth Advisors, LLC | 17,407 | $2.74M | 0.25% | +1,723+11.0% | Added |
| Equitable Trust Co | 17,420 | $2.75M | 0.21% | −408−2.3% | Reduced |
| AIMZ Investment Advisors, LLC | 17,439 | $2.75M | 1.11% | −100−0.6% | Reduced |
| Telos Capital Management, Inc. | 17,465 | $2.75M | 0.34% | +573+3.4% | Added |
| Arvest Investments, Inc. | 17,475 | $2.76M | 0.45% | +17,475 | New |
| WT Wealth Management | 17,511 | $2.77M | 1.09% | +8,948+104.5% | Added |
| Richelieu Gestion PLC | 17,555 | $2.77M | 2.48% | +1,843+11.7% | Added |
| Lecap Asset Management Ltd | 17,634 | $2.78M | 1.01% | +17,634 | New |
| Pinkerton Retirement Specialists, LLC | 17,644 | $2.78M | 0.54% | −1,405−7.4% | Reduced |
| Broadwater Capital Management LLC | 17,646 | $2.78M | 2.18% | +17,646 | New |
| Convergence Investment Partners, LLC | 17,645 | $2.78M | 1.45% | −1,393−7.3% | Reduced |
| Maxwell Wealth Strategies Inc. | 17,684 | $2.79M | 1.82% | +17,684 | New |
| Northstar Group, Inc. | 17,727 | $2.79M | 0.61% | +10.0% | Added |
| Brooks, Moore & Associates, Inc. | 17,735 | $2.80M | 1.92% | −101−0.6% | Reduced |
| Quadcap Wealth Management, LLC | 17,766 | $2.80M | 0.72% | +17,766 | New |
| Outfitter Financial LLC | 17,780 | $2.80M | 2.45% | −1,065−5.7% | Reduced |
| AlphaQ Advisors LLC | 17,787 | $2.80M | 1.95% | +44+0.2% | Added |
| Pensionfund Sabic | 17,800 | $2.81M | 0.88% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 17,817 | $2.81M | 0.53% | +508+2.9% | Added |
| Johnson Financial Group, Inc. | 17,765 | $2.81M | 0.15% | −956−5.1% | Reduced |
| LGT Fund Management Co Ltd. | 17,885 | $2.82M | 1.21% | +2,700+17.8% | Added |
| Parkside Financial Bank & Trust | 17,951 | $2.83M | 0.51% | +1,776+11.0% | Added |
| Cito Capital Group, LLC | 17,900 | $2.83M | 1.21% | +600+3.5% | Added |
| MV Capital Management, Inc. | 18,003 | $2.84M | 0.36% | +221+1.2% | Added |
| Comgest Global Investors S.A.S. | 18,015 | $2.84M | 0.04% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 18,016 | $2.84M | 1.28% | −702−3.8% | Reduced |
| Delta Financial Advisors LLC | 18,041 | $2.84M | 1.23% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 18,080 | $2.86M | 0.42% | −379−2.1% | Reduced |
| Pathway Financial Advisers, LLC | 18,153 | $2.86M | 1.09% | −403−2.2% | Reduced |
| Motley Fool Wealth Management, LLC | 18,134 | $2.86M | 0.15% | −1,299−6.7% | Reduced |
| Westmount Partners, LLC | 18,280 | $2.88M | 1.18% | −220−1.2% | Reduced |
| Summit Place Financial Advisors, LLC | 18,280 | $2.88M | 1.88% | +1,298+7.6% | Added |
| Reuter James Wealth Management, LLC | 18,282 | $2.88M | 1.96% | −20.0% | Reduced |
| Merit Financial Group, LLC | 18,285 | $2.88M | 0.09% | −11,270−38.1% | Reduced |
| Mather Group, LLC. | 18,316 | $2.89M | 0.05% | −141−0.8% | Reduced |
| Rocky Mountain Advisers, LLC | 18,328 | $2.89M | 1.01% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 18,346 | $2.89M | 0.74% | +462+2.6% | Added |
| Mendel Capital Management LLC | 18,389 | $2.90M | 2.08% | +301+1.7% | Added |
| Good Life Advisors, LLC | 18,418 | $2.90M | 0.29% | +8,033+77.4% | Added |
| Occidental Asset Management, LLC | 18,430 | $2.91M | 0.60% | −118−0.6% | Reduced |
| GQG Partners LLC | 18,457 | $2.91M | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 18,481 | $2.91M | 0.22% | +1,705+10.2% | Added |
| Meeder Advisory Services, Inc. | 18,507 | $2.92M | 0.33% | +481+2.7% | Added |
| Thomasville National Bank | 18,527 | $2.92M | 0.26% | +68+0.4% | Added |
| Trivant Custom Portfolio Group, LLC | 18,531 | $2.92M | 1.95% | +125+0.7% | Added |
| Leonteq Securities AG | 18,545 | $2.92M | 0.38% | +16,438+780.2% | Added |
| Geneos Wealth Management Inc. | 18,549 | $2.92M | 0.14% | −426−2.2% | Reduced |
| Buckhead Capital Management LLC | 18,575 | $2.93M | 1.08% | −10,934−37.1% | Reduced |
| CAPROCK Group, Inc. | 18,514 | $2.93M | 0.19% | −715−3.7% | Reduced |
| Qtron Investments LLC | 18,599 | $2.93M | 0.48% | 00.0% | Unchanged |
| Resources Management Corp | 18,643 | $2.94M | 0.44% | +229+1.2% | Added |
| Kinloch Capital, LLC | 18,648 | $2.94M | 1.87% | −574−3.0% | Reduced |
| Flagship Harbor Advisors, LLC | 18,665 | $2.94M | 0.21% | −1,129−5.7% | Reduced |
| Girard Partners Ltd. | 18,775 | $2.96M | 0.30% | +244+1.3% | Added |
| Moody National Bank Trust Division | 18,788 | $2.96M | 0.23% | −16,078−46.1% | Reduced |
| Financial Security Advisor, Inc. | 18,734 | $2.96M | 1.16% | +90.0% | Added |
| Checchi Capital Advisers, LLC | 18,823 | $2.97M | 0.24% | −339−1.8% | Reduced |
| Shayne & Co., LLC | 18,823 | $2.97M | 0.92% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 19,400 | $2.97M | 0.21% | −79,712−80.4% | Reduced |
| Bowen Hanes & Co Inc | 18,870 | $2.97M | 0.09% | +25+0.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 18,905 | $2.98M | 1.39% | +18,905 | New |
| Edgestream Partners, L.P. | 18,956 | $2.99M | 0.22% | +10,741+130.7% | Added |
| Ontario Teachers Pension Plan Board | 18,972 | $2.99M | 0.03% | −35,249−65.0% | Reduced |
| CIC Wealth, LLC | 18,977 | $2.99M | 0.95% | −75−0.4% | Reduced |
| MainStreet Investment Advisors LLC | 18,987 | $2.99M | 0.34% | +16,225+587.4% | Added |
| Douglass Winthrop Advisors, LLC | 19,056 | $3.00M | 0.07% | +850+4.7% | Added |
| Riverview Capital Advisers, LLC | 19,056 | $3.00M | 1.15% | +214+1.1% | Added |
| Insigneo Advisory Services, LLC | 18,995 | $3.00M | 0.42% | +2,320+13.9% | Added |
| Focus Financial Network Inc | 19,031 | $3.01M | 0.11% | +19,031 | New |
| Rehmann Capital Advisory Group | 19,220 | $3.03M | 0.25% | −32−0.2% | Reduced |
| Arlington Partners LLC | 19,227 | $3.03M | 0.87% | +274+1.4% | Added |
| High Note Wealth, LLC | 19,236 | $3.03M | 1.14% | −161−0.8% | Reduced |
| Syon Capital LLC | 19,278 | $3.04M | 0.31% | +5,110+36.1% | Added |
| Garrett Investment Advisors LLC | 19,298 | $3.04M | 0.42% | −1,037−5.1% | Reduced |
| WealthShield Partners, LLC | 19,243 | $3.04M | 0.50% | +2,013+11.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 19,390 | $3.06M | 0.81% | −14−0.1% | Reduced |
| M&G Investments (USA) Inc. | 19,384 | $3.06M | 3.02% | +19,384 | New |