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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 28,332 | $4.47M | 0.04% | −424,296−93.7% | Reduced |
| Journey Advisory Group, LLC | 28,335 | $4.47M | 0.61% | −778−2.7% | Reduced |
| Groupama Asset Managment | 64,786 | $4.47M | 0.12% | +64,786 | New |
| Estabrook Capital Management | 28,345 | $4.47M | 0.73% | −288−1.0% | Reduced |
| Mechanics Bank Trust Department | 28,362 | $4.47M | 0.70% | −18−0.1% | Reduced |
| Bank of Hawaii | 28,378 | $4.47M | 0.24% | −261−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 28,381 | $4.47M | 0.26% | −847−2.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 28,397 | $4.49M | 0.28% | −27,454−49.2% | Reduced |
| Rothschild Investment LLC | 28,532 | $4.50M | 0.38% | +28,532 | New |
| First Citizens Bank & Trust Co | 28,872 | $4.55M | 0.08% | −2,246−7.2% | Reduced |
| Commerzbank Aktiengesellschaft | 28,876 | $4.55M | 0.18% | +12,345+74.7% | Added |
| Inscription Capital, LLC | 28,979 | $4.57M | 1.25% | +1,428+5.2% | Added |
| Annandale Capital, LLC | 28,999 | $4.57M | 1.07% | −127−0.4% | Reduced |
| Wade G W & Inc | 29,041 | $4.58M | 0.15% | +1,095+3.9% | Added |
| Capital Analysts, LLC | 29,040 | $4.58M | 0.23% | +761+2.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 27,758 | $4.59M | 0.05% | −255−0.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 29,178 | $4.60M | 1.17% | +2,951+11.3% | Added |
| Legato Capital Management LLC | 29,233 | $4.61M | 0.60% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 29,233 | $4.61M | 1.65% | +250+0.9% | Added |
| William Allan, LLC | 29,269 | $4.61M | 3.31% | −142−0.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 29,270 | $4.61M | 0.83% | +560+2.0% | Added |
| Millennium Capital Advisors, LLC | 29,492 | $4.65M | 3.56% | −150−0.5% | Reduced |
| Washington Trust Advisors, Inc. | 29,504 | $4.65M | 0.45% | −57−0.2% | Reduced |
| Wealthspire Advisors, LLC | 29,541 | $4.66M | 0.07% | +7,330+33.0% | Added |
| Summit Financial Strategies, Inc. | 29,598 | $4.67M | 0.71% | −391−1.3% | Reduced |
| Amarillo National Bank | 29,643 | $4.67M | 0.90% | +37+0.1% | Added |
| Courier Capital LLC | 29,658 | $4.68M | 0.35% | +575+2.0% | Added |
| Clearstead Advisors, LLC | 29,787 | $4.70M | 0.25% | +173+0.6% | Added |
| Riggs Asset Managment Co. Inc. | 29,856 | $4.71M | 1.50% | −22−0.1% | Reduced |
| Spring Capital Management, LLC | 29,863 | $4.71M | 3.69% | +837+2.9% | Added |
| Apexium Financial, LP | 29,868 | $4.71M | 0.34% | +28,194+1,684.2% | Added |
| Wendell David Associates Inc | 29,868 | $4.71M | 0.51% | −633−2.1% | Reduced |
| Spinnaker Trust | 29,964 | $4.72M | 0.32% | +383+1.3% | Added |
| Power Corp of Canada | 30,005 | $4.73M | 0.49% | +139+0.5% | Added |
| Richard Bernstein Advisors LLC | 30,071 | $4.74M | 0.11% | +2,215+8.0% | Added |
| Constitution Capital LLC | 30,099 | $4.75M | 2.86% | +270+0.9% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 30,111 | $4.75M | 1.08% | −16,270−35.1% | Reduced |
| Ameritas Advisory Services, LLC | 28,783 | $4.75M | 0.26% | −5,277−15.5% | Reduced |
| Arete Wealth Advisors, LLC | 30,196 | $4.76M | 0.36% | −799−2.6% | Reduced |
| NewEdge Wealth, LLC | 30,211 | $4.76M | 0.12% | +6,775+28.9% | Added |
| Chickasaw Capital Management LLC | 30,307 | $4.78M | 0.25% | +280+0.9% | Added |
| YHB Investment Advisors, Inc. | 30,325 | $4.78M | 0.46% | −30,144−49.9% | Reduced |
| RBA Wealth Management, LLC | 30,344 | $4.78M | 2.09% | +51+0.2% | Added |
| Exeter Financial, LLC | 30,089 | $4.79M | 2.32% | +497+1.7% | Added |
| Banque Pictet & Cie SA | 30,605 | $4.82M | 0.05% | +6,155+25.2% | Added |
| Wedbush Securities Inc | 30,604 | $4.83M | 0.21% | −139−0.5% | Reduced |
| Jacobs & Co | 30,638 | $4.83M | 0.55% | −150−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 30,651 | $4.83M | 0.10% | +546+1.8% | Added |
| Signet Investment Advisory Group, Inc. | 30,802 | $4.86M | 2.92% | +127+0.4% | Added |
| Hamilton Point Investment Advisors, LLC | 30,840 | $4.88M | 0.99% | +255+0.8% | Added |
| Nomura Holdings Inc | 31,111 | $4.90M | 0.04% | +6,045+24.1% | Added |
| SignalPoint Asset Management, LLC | 31,145 | $4.91M | 1.45% | +3,234+11.6% | Added |
| Texas Yale Capital Corp. | 31,155 | $4.91M | 0.23% | −35−0.1% | Reduced |
| Strategy Asset Managers LLC | 31,217 | $4.92M | 1.17% | +1,822+6.2% | Added |
| Proficio Capital Partners LLC | 31,306 | $4.94M | 0.61% | −76−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 31,398 | $4.95M | 0.14% | −1,392−4.2% | Reduced |
| Horrell Capital Management, Inc. | 31,434 | $4.96M | 1.49% | +144+0.5% | Added |
| Acropolis Investment Management, LLC | 31,462 | $4.96M | 0.35% | −1,393−4.2% | Reduced |
| Cornerstone Wealth Group, LLC | 31,744 | $5.00M | 0.72% | −3,369−9.6% | Reduced |
| Royal Fund Management, LLC | 31,678 | $5.00M | 0.63% | −951−2.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 31,823 | $5.02M | 0.55% | +2,334+7.9% | Added |
| Freestone Capital Holdings, LLC | 31,828 | $5.02M | 0.23% | +877+2.8% | Added |
| Raab & Moskowitz Asset Management LLC | 31,845 | $5.02M | 1.59% | +63+0.2% | Added |
| Busey Wealth Management | 31,899 | $5.03M | 0.19% | −454−1.4% | Reduced |
| Tyche Wealth Partners LLC | 31,911 | $5.03M | 1.21% | +31,911 | New |
| Opus Investment Management Inc | 32,000 | $5.04M | 2.89% | 00.0% | Unchanged |
| Consolidated Planning Corp | 32,204 | $5.08M | 0.95% | +573+1.8% | Added |
| Asset Dedication, LLC | 32,433 | $5.11M | 0.42% | +99+0.3% | Added |
| Hilton Capital Management, LLC | 32,498 | $5.12M | 0.55% | −33,116−50.5% | Reduced |
| TD Private Client Wealth LLC | 32,501 | $5.12M | 0.19% | −1,150−3.4% | Reduced |
| Silphium Asset Management Ltd | 32,600 | $5.14M | 2.74% | +12,400+61.4% | Added |
| DLK Investment Management, LLC | 32,826 | $5.18M | 2.36% | +32,826 | New |
| Asset Planning Services Inc | 33,040 | $5.21M | 3.17% | −250−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 33,084 | $5.22M | 0.33% | +873+2.7% | Added |
| Game Creek Capital, LP | 33,125 | $5.22M | 3.00% | +22,375+208.1% | Added |
| Little House Capital LLC | 33,203 | $5.23M | 1.91% | +892+2.8% | Added |
| Adell Harriman & Carpenter Inc | 33,251 | $5.24M | 0.49% | +704+2.2% | Added |
| LGT Group Foundation | 33,417 | $5.27M | 0.12% | −6,898−17.1% | Reduced |
| Silvercrest Asset Management Group LLC | 33,425 | $5.27M | 0.04% | +2,639+8.6% | Added |
| WCG Wealth Advisors LLC | 33,545 | $5.29M | 0.39% | +3,208+10.6% | Added |
| IFG Advisory, LLC | 33,704 | $5.31M | 0.39% | −160.0% | Reduced |
| Degroof Petercam Asset Management | 33,900 | $5.34M | 0.07% | +33,900 | New |
| Harrell Investment Partners, LLC | 34,037 | $5.37M | 1.67% | +659+2.0% | Added |
| Old National Bancorp | 34,089 | $5.37M | 0.14% | +426+1.3% | Added |
| Alberta Investment Management Corp | 34,100 | $5.38M | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 34,109 | $5.38M | 0.01% | +11,418+50.3% | Added |
| Banque Cantonale Vaudoise | 34,269 | $5.40M | 0.23% | −10,190−22.9% | Reduced |
| Plimoth Trust Co LLC | 34,322 | $5.41M | 1.56% | −248−0.7% | Reduced |
| Fragasso Group Inc. | 34,333 | $5.41M | 0.49% | −2,193−6.0% | Reduced |
| Baker Chad R | 34,340 | $5.41M | 1.22% | +1,225+3.7% | Added |
| Horizon Investments, LLC | 34,371 | $5.42M | 0.15% | −18,037−34.4% | Reduced |
| Symmetry Partners, LLC | 34,400 | $5.42M | 0.29% | −4,048−10.5% | Reduced |
| Conning Inc. | 34,607 | $5.46M | 0.19% | +2,129+6.6% | Added |
| Farther Finance Advisors, LLC | 34,665 | $5.46M | 0.39% | +25,944+297.5% | Added |
| Grassi Investment Management | 34,707 | $5.47M | 0.57% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 34,811 | $5.49M | 0.92% | +5,695+19.6% | Added |
| Balentine LLC | 35,023 | $5.52M | 0.18% | −4,476−11.3% | Reduced |
| Flputnam Investment Management Co | 35,085 | $5.53M | 0.13% | +340+1.0% | Added |
| United Capital Management of KS, Inc. | 35,166 | $5.54M | 1.68% | +972+2.8% | Added |
| Baugh & Associates, LLC | 35,167 | $5.54M | 3.19% | +251+0.7% | Added |