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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 23,425 | $3.69M | 0.14% | −3,569−13.2% | Reduced |
| Nvest Financial, LLC | 23,453 | $3.70M | 2.91% | −552−2.3% | Reduced |
| We Are One Seven, LLC | 23,569 | $3.72M | 0.22% | +4,166+21.5% | Added |
| Forum Financial Management, LP | 23,572 | $3.72M | 0.07% | +3,328+16.4% | Added |
| Berry Wealth Group, LP | 23,620 | $3.72M | 3.43% | +23,620 | New |
| Family Legacy, Inc. | 23,656 | $3.73M | 1.42% | +46+0.2% | Added |
| TCW Group Inc | 23,668 | $3.73M | 0.04% | +23,668 | New |
| Sigma Planning Corp | 23,686 | $3.73M | 0.29% | −20,154−46.0% | Reduced |
| Vectors Research Management, LLC | 27,388 | $3.73M | 1.05% | +1,519+5.9% | Added |
| Stratos Wealth Advisors, LLC | 23,709 | $3.74M | 0.22% | −1,019−4.1% | Reduced |
| Interval Partners, LP | 23,723 | $3.74M | 0.16% | +23,723 | New |
| Wexford Capital LP | 23,733 | $3.74M | 0.80% | −8,739−26.9% | Reduced |
| All Terrain Financial Advisors, LLC | 23,769 | $3.75M | 1.73% | −200−0.8% | Reduced |
| Northwest Investment Counselors, LLC | 23,808 | $3.75M | 1.00% | −373−1.5% | Reduced |
| NWF Advisory Services Inc. | 23,834 | $3.76M | 0.75% | +537+2.3% | Added |
| GTS Securities LLC | 23,888 | $3.77M | 0.08% | +12,803+115.5% | Added |
| Stonebrook Private Inc. | 23,911 | $3.77M | 1.26% | +23,911 | New |
| Means Investment Co., Inc. | 23,967 | $3.78M | 0.54% | −421−1.7% | Reduced |
| Moloney Securities Asset Management, LLC | 23,978 | $3.78M | 0.61% | +212+0.9% | Added |
| Keene & Associates, Inc. | 23,980 | $3.78M | 3.14% | −136−0.6% | Reduced |
| Wambolt & Associates, LLC | 24,041 | $3.79M | 1.24% | +856+3.7% | Added |
| Planning Capital Management Corp | 24,060 | $3.79M | 2.96% | +24,060 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 23,995 | $3.80M | 1.68% | +180+0.8% | Added |
| Family Management Corp | 24,138 | $3.81M | 0.79% | −10,435−30.2% | Reduced |
| Alpha DNA Investment Management LLC | 24,181 | $3.81M | 2.27% | +4,304+21.7% | Added |
| Financial Advisory Service, Inc. | 24,233 | $3.82M | 0.36% | +2,064+9.3% | Added |
| Somerset Trust Co | 24,337 | $3.84M | 1.68% | −754−3.0% | Reduced |
| Radnor Capital Management, LLC | 24,350 | $3.84M | 0.72% | −800−3.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 24,401 | $3.85M | 0.24% | −136−0.6% | Reduced |
| Capital Asset Advisory Services LLC | 24,408 | $3.85M | 0.24% | +116+0.5% | Added |
| NEOS Investment Management LLC | 24,431 | $3.85M | 0.36% | +4,927+25.3% | Added |
| BFSG, LLC | 24,453 | $3.86M | 0.56% | −451−1.8% | Reduced |
| Hudson Capital Management LLC | 24,533 | $3.87M | 1.40% | +673+2.8% | Added |
| Smith, Salley & Associates | 24,544 | $3.87M | 0.25% | +9,930+67.9% | Added |
| Zurich Insurance Group Ltd | 24,561 | $3.87M | 0.04% | −1,028,508−97.7% | Reduced |
| Cumberland Partners Ltd | 24,260 | $3.88M | 0.35% | +2,150+9.7% | Added |
| Arrow Financial Corp | 24,646 | $3.89M | 0.40% | +329+1.4% | Added |
| Permanens Capital L.P. | 24,580 | $3.89M | 0.76% | +5,285+27.4% | Added |
| Mitchell Capital Management Co | 24,796 | $3.91M | 0.82% | +861+3.6% | Added |
| Financial Advisory Partners, LLC | 24,800 | $3.91M | 1.42% | −516−2.0% | Reduced |
| Kinsale Capital Group, Inc. | 24,892 | $3.92M | 1.95% | +6,088+32.4% | Added |
| SevenBridge Financial Group, LLC | 24,976 | $3.94M | 0.93% | +21+0.1% | Added |
| Sentry LLC | 25,100 | $3.96M | 0.84% | −182−0.7% | Reduced |
| SlateStone Wealth, LLC | 25,180 | $3.97M | 0.52% | −447−1.7% | Reduced |
| Gamco Investors, Inc. Et Al | 25,300 | $3.99M | 0.04% | +623+2.5% | Added |
| Colonial Trust Co | 25,360 | $4.00M | 0.83% | +3,613+16.6% | Added |
| Waldron Private Wealth LLC | 25,281 | $4.00M | 0.19% | −60−0.2% | Reduced |
| Paradigm Financial Partners, LLC | 25,462 | $4.01M | 0.97% | +343+1.4% | Added |
| Anchor Investment Management, LLC | 25,560 | $4.03M | 0.46% | +5,923+30.2% | Added |
| Regal Investment Advisors LLC | 25,561 | $4.03M | 0.30% | +1,197+4.9% | Added |
| Benjamin Edwards Inc | 25,683 | $4.05M | 0.88% | −2,183−7.8% | Reduced |
| Summit Global Investments | 25,783 | $4.07M | 0.27% | −23,399−47.6% | Reduced |
| LaFleur & Godfrey LLC | 25,826 | $4.07M | 0.61% | +482+1.9% | Added |
| Hall Capital Management Co Inc | 25,921 | $4.09M | 2.40% | −120−0.5% | Reduced |
| Global Retirement Partners, LLC | 25,262 | $4.09M | 0.17% | +4,480+21.6% | Added |
| Mirabella Financial Services LLP | 25,957 | $4.09M | 0.59% | +25,957 | New |
| Northcape Wealth Management, LLC | 25,968 | $4.09M | 1.48% | −201−0.8% | Reduced |
| Berkshire Bank | 25,987 | $4.10M | 1.08% | +58+0.2% | Added |
| Cinctive Capital Management LP | 26,082 | $4.11M | 0.29% | −148,614−85.1% | Reduced |
| Keel Point, LLC | 26,209 | $4.13M | 0.49% | +47+0.2% | Added |
| Ameliora Wealth Management Ltd. | 26,237 | $4.14M | 2.05% | +2,009+8.3% | Added |
| Horan Capital Advisors, LLC. | 26,333 | $4.15M | 1.52% | −348−1.3% | Reduced |
| Leelyn Smith, LLC | 26,336 | $4.15M | 0.91% | +1,148+4.6% | Added |
| New England Asset Management Inc | 26,375 | $4.16M | 0.67% | −3,000−10.2% | Reduced |
| Quotient Wealth Partners, LLC | 26,418 | $4.16M | 0.16% | +26,418 | New |
| B & T Capital Management DBA Alpha Capital Management | 26,535 | $4.18M | 0.86% | −45−0.2% | Reduced |
| CX Institutional | 26,570 | $4.19M | 0.22% | +428+1.6% | Added |
| Quest Investment Management LLC | 26,580 | $4.19M | 0.53% | 00.0% | Unchanged |
| Slow Capital, Inc. | 26,579 | $4.20M | 0.73% | +16+0.1% | Added |
| Silvant Capital Management LLC | 26,614 | $4.21M | 0.23% | −63−0.2% | Reduced |
| Birinyi Associates Inc | 26,720 | $4.21M | 1.50% | +2,320+9.5% | Added |
| Herold Advisors, Inc. | 26,784 | $4.22M | 1.17% | +399+1.5% | Added |
| Fluent Financial, LLC | 26,870 | $4.24M | 2.51% | +20,899+350.0% | Added |
| NovaPoint Capital, LLC | 26,906 | $4.24M | 1.57% | −857−3.1% | Reduced |
| Ar Asset Management Inc | 27,000 | $4.26M | 1.12% | +200+0.7% | Added |
| Alerus Financial NA | 27,050 | $4.26M | 0.35% | −50,690−65.2% | Reduced |
| AlTi Global, Inc. | 27,011 | $4.27M | 0.13% | +27,011 | New |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $4.27M | 3.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 27,157 | $4.28M | 0.17% | −414−1.5% | Reduced |
| Lincoln National Corp | 27,200 | $4.29M | 0.08% | +527+2.0% | Added |
| Ballentine Partners, LLC | 27,201 | $4.29M | 0.09% | −3,006−10.0% | Reduced |
| Stablepoint Partners, LLC | 27,312 | $4.31M | 1.10% | +27,312 | New |
| Evercore Wealth Management, LLC | 27,479 | $4.33M | 0.07% | +1,177+4.5% | Added |
| Hixon Zuercher, LLC | 27,490 | $4.33M | 2.01% | −7,772−22.0% | Reduced |
| Graypoint LLC | 27,570 | $4.35M | 0.35% | −2,030−6.9% | Reduced |
| Hourglass Capital, LLC | 27,580 | $4.35M | 1.40% | −720−2.5% | Reduced |
| Mizuho Markets Americas LLC | 27,692 | $4.37M | 0.13% | +7,251+35.5% | Added |
| Altshuler Shaham Ltd | 27,773 | $4.38M | 0.24% | +18,260+191.9% | Added |
| Capital City Trust Co | 27,793 | $4.38M | 1.30% | +193+0.7% | Added |
| Keeler Thomas Management LLC | 27,794 | $4.38M | 1.73% | −522−1.8% | Reduced |
| World Equity Group, Inc. | 30,000 | $4.38M | 0.88% | −726−2.4% | Reduced |
| Gladstone Institutional Advisory LLC | 27,823 | $4.39M | 0.25% | +352+1.3% | Added |
| Legacy Wealth Management, LLC | 27,839 | $4.39M | 2.12% | −160−0.6% | Reduced |
| Kettle Hill Capital Management, LLC | 27,851 | $4.39M | 1.15% | +27,851 | New |
| Rheos Capital Works Inc. | 28,000 | $4.41M | 0.24% | +28,000 | New |
| Fulton Bank, N.A. | 28,000 | $4.41M | 0.20% | −2,128−7.1% | Reduced |
| Equitable Holdings, Inc. | 28,024 | $4.42M | 0.05% | +3,864+16.0% | Added |
| Windward Capital Management Co | 28,156 | $4.44M | 0.38% | +300+1.1% | Added |
| Vise Technologies, Inc. | 28,268 | $4.46M | 0.96% | +3,144+12.5% | Added |
| Westwood Management Corp | 28,320 | $4.46M | 1.65% | −5,500−16.3% | Reduced |