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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 19,436 | $3.06M | 0.13% | −348−1.8% | Reduced |
| West Branch Capital LLC | 19,443 | $3.07M | 1.44% | +1,851+10.5% | Added |
| Mitchell Sinkler & Starr | 19,458 | $3.07M | 0.56% | +795+4.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 19,493 | $3.07M | 1.69% | −12,974−40.0% | Reduced |
| TrinityPoint Wealth, LLC | 19,516 | $3.08M | 0.56% | −10−0.1% | Reduced |
| KG&L Capital Management,LLC | 19,530 | $3.08M | 1.29% | +1,602+8.9% | Added |
| Liberty One Investment Management, LLC | 19,592 | $3.09M | 0.38% | +861+4.6% | Added |
| Ostrum Asset Management | 19,661 | $3.10M | 0.27% | −2,367−10.7% | Reduced |
| First Hawaiian Bank | 19,662 | $3.10M | 0.10% | −2,335−10.6% | Reduced |
| Vickerman Investment Advisors, Inc. | 19,673 | $3.10M | 1.06% | −462−2.3% | Reduced |
| Benedict Financial Advisors Inc | 19,701 | $3.11M | 0.85% | −125−0.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 19,723 | $3.11M | 0.75% | +1,485+8.1% | Added |
| First National Advisers, LLC | 19,729 | $3.11M | 0.90% | +4,328+28.1% | Added |
| Deane Retirement Strategies, Inc. | 19,743 | $3.11M | 1.70% | +46+0.2% | Added |
| Quadrant Capital Group LLC | 19,748 | $3.11M | 0.27% | −675−3.3% | Reduced |
| Solidarilty Wealth, LLC | 19,698 | $3.12M | 1.12% | +1,585+8.8% | Added |
| Citizens Business Bank | 19,860 | $3.13M | 0.69% | −714−3.5% | Reduced |
| Smith, Moore & Co. | 19,875 | $3.13M | 0.37% | −1,475−6.9% | Reduced |
| CFO4Life Group, LLC | 19,910 | $3.14M | 0.60% | −483−2.4% | Reduced |
| M Holdings Securities, Inc. | 19,923 | $3.14M | 0.35% | +19,923 | New |
| Foyston, Gordon, & Payne Inc | 19,950 | $3.15M | 0.79% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 19,997 | $3.15M | 1.29% | +90.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 20,000 | $3.15M | 0.81% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 20,005 | $3.16M | 0.61% | +20,000+400,000.0% | Added |
| NorthRock Partners, LLC | 29,797 | $3.17M | 0.13% | +17,884+150.1% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.17M | 1.66% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 20,155 | $3.18M | 0.40% | −818−3.9% | Reduced |
| Peninsula Asset Management Inc | 20,160 | $3.18M | 1.85% | −125−0.6% | Reduced |
| GYL Financial Synergies, LLC | 20,207 | $3.19M | 0.26% | −438−2.1% | Reduced |
| Centerstone Investors, LLC | 20,236 | $3.19M | 3.27% | +656+3.4% | Added |
| Aries Wealth Management | 20,272 | $3.20M | 1.14% | −453−2.2% | Reduced |
| Kampmann Melissa S. | 20,275 | $3.20M | 2.74% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 20,311 | $3.20M | 1.51% | +305+1.5% | Added |
| RSM US Wealth Management LLC | 20,244 | $3.20M | 0.09% | +3,702+22.4% | Added |
| Foundations Investment Advisors, LLC | 19,063 | $3.21M | 0.09% | −11,138−36.9% | Reduced |
| Meridian Investment Counsel Inc. | 20,386 | $3.21M | 1.10% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20,650 | $3.22M | 1.58% | +80+0.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 20,462 | $3.23M | 1.50% | +862+4.4% | Added |
| Meritage Portfolio Management | 20,500 | $3.23M | 0.21% | +100+0.5% | Added |
| Rossmore Private Capital | 20,504 | $3.23M | 0.46% | +65+0.3% | Added |
| Mogy Joel R Investment Counsel Inc | 20,537 | $3.24M | 0.24% | 00.0% | Unchanged |
| AMG National Trust Bank | 20,544 | $3.24M | 0.10% | +21+0.1% | Added |
| 180 Wealth Advisors, LLC | 20,481 | $3.26M | 0.65% | +154+0.8% | Added |
| Haverford Trust Co | 20,694 | $3.26M | 0.04% | +2,485+13.6% | Added |
| HBK Sorce Advisory LLC | 20,694 | $3.26M | 0.13% | −4,931−19.2% | Reduced |
| Finivi Inc. | 20,706 | $3.26M | 3.19% | +20,706 | New |
| Trust Point Inc. | 20,765 | $3.27M | 0.27% | +20,765 | New |
| Lincluden Management Ltd | 20,845 | $3.29M | 0.40% | −364−1.7% | Reduced |
| Palisade Asset Management, LLC | 20,870 | $3.29M | 0.36% | +159+0.8% | Added |
| Capital Investment Counsel, LLC | 20,948 | $3.30M | 1.25% | +20,948 | New |
| Wiley Bros.-Aintree Capital, LLC | 20,869 | $3.31M | 0.81% | +10,066+93.2% | Added |
| ORG Partners LLC | 21,058 | $3.32M | 0.55% | +12,571+148.1% | Added |
| Duality Advisers, LP | 21,100 | $3.33M | 0.35% | +21,100 | New |
| Bridge Creek Capital Management LLC | 21,140 | $3.33M | 1.16% | +45+0.2% | Added |
| Roman Butler Fullerton & Co | 20,310 | $3.34M | 1.30% | +3,080+17.9% | Added |
| Cullen Capital Management LLC | 21,246 | $3.35M | 0.05% | +183+0.9% | Added |
| Gilder Gagnon Howe & Co LLC | 21,297 | $3.36M | 0.05% | −305−1.4% | Reduced |
| Integrated Advisors Network LLC | 21,303 | $3.36M | 0.19% | +1,720+8.8% | Added |
| SageView Advisory Group, LLC | 20,282 | $3.36M | 0.14% | +5,603+38.2% | Added |
| Guardian Investment Management | 21,315 | $3.36M | 2.85% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 21,377 | $3.37M | 0.30% | +65+0.3% | Added |
| Capstone Triton Financial Group, LLC | 21,421 | $3.38M | 2.46% | −1,969−8.4% | Reduced |
| 1st Source Bank | 21,435 | $3.38M | 0.20% | −400−1.8% | Reduced |
| Lakeview Capital Partners, LLC | 21,512 | $3.39M | 0.60% | +316+1.5% | Added |
| Confluence Wealth Services, Inc. | 21,552 | $3.40M | 0.37% | +374+1.8% | Added |
| Pekin Hardy Strauss, Inc. | 21,676 | $3.42M | 0.51% | −125−0.6% | Reduced |
| Cozad Asset Management Inc | 21,709 | $3.42M | 0.39% | +80+0.4% | Added |
| Providence Wealth Advisors, LLC | 18,036 | $3.42M | 4.07% | +3,940+28.0% | Added |
| Hengehold Capital Management LLC | 21,723 | $3.42M | 0.41% | −101−0.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 21,724 | $3.42M | 0.64% | +306+1.4% | Added |
| Citizens National Bank Trust Department | 21,759 | $3.43M | 0.87% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 21,765 | $3.43M | 0.11% | +2,333+12.0% | Added |
| Gifford Fong Associates | 21,850 | $3.44M | 0.73% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 22,006 | $3.47M | 0.89% | −1,108−4.8% | Reduced |
| Principal Securities, Inc. | 22,029 | $3.47M | 0.13% | +22,029 | New |
| BlueCrest Capital Management Ltd | 22,123 | $3.49M | 0.58% | −28,944−56.7% | Reduced |
| Bensler, LLC | 22,164 | $3.49M | 0.58% | +2,757+14.2% | Added |
| International Assets Investment Management, LLC | 22,272 | $3.51M | 0.45% | −423−1.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,393 | $3.53M | 1.80% | −1,806−7.5% | Reduced |
| Colony Group, LLC | 22,394 | $3.53M | 0.05% | +22,394 | New |
| Pensionmark Financial Group, LLC | 22,445 | $3.55M | 0.46% | +1,814+8.8% | Added |
| Wealthcare Advisory Partners LLC | 22,520 | $3.55M | 0.14% | −807−3.5% | Reduced |
| Hutner Capital Management Inc | 22,528 | $3.55M | 2.09% | −328−1.4% | Reduced |
| Xcel Wealth Management, LLC | 22,575 | $3.56M | 1.25% | −2,396−9.6% | Reduced |
| Fred Alger Management, LLC | 22,614 | $3.57M | 0.02% | +1,621+7.7% | Added |
| Blue Fin Capital, Inc. | 22,641 | $3.57M | 0.92% | −750−3.2% | Reduced |
| Monument Capital Management | 22,690 | $3.58M | 1.15% | +570+2.6% | Added |
| Ingalls & Snyder LLC | 22,850 | $3.60M | 0.16% | −50−0.2% | Reduced |
| Appleton Partners Inc | 22,878 | $3.61M | 0.29% | +761+3.4% | Added |
| Kensington Investment Counsel, LLC | 22,886 | $3.61M | 1.89% | +1,811+8.6% | Added |
| Institutional & Family Asset Management, LLC | 22,937 | $3.62M | 0.60% | −4,599−16.7% | Reduced |
| Diversified Investment Strategies, LLC | 23,020 | $3.63M | 2.66% | −935−3.9% | Reduced |
| Capital Advisors Inc | 23,078 | $3.64M | 0.08% | −186−0.8% | Reduced |
| Nations Financial Group Inc, | 23,157 | $3.65M | 0.34% | −1,508−6.1% | Reduced |
| Western Wealth Management, LLC | 23,167 | $3.65M | 0.26% | +281+1.2% | Added |
| Claret Asset Management Corp | 23,209 | $3.66M | 0.65% | −448−1.9% | Reduced |
| Redwood Investments, LLC | 23,259 | $3.67M | 0.96% | −2,412−9.4% | Reduced |
| Woodmont Investment Counsel LLC | 23,261 | $3.67M | 0.34% | +128+0.6% | Added |
| Hyman Charles D | 23,280 | $3.67M | 0.22% | +358+1.6% | Added |
| Brighton Jones LLC | 23,402 | $3.69M | 0.16% | +3,802+19.4% | Added |