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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 35,172 | $5.54M | 1.15% | +7,038+25.0% | Added |
| Great Lakes Advisors, LLC | 35,197 | $5.55M | 0.05% | +1,334+3.9% | Added |
| Financial & Tax Architects, LLC | 35,340 | $5.57M | 1.65% | −1,849−5.0% | Reduced |
| Twin Capital Management Inc | 35,469 | $5.59M | 0.73% | −502−1.4% | Reduced |
| Berger Financial Group, Inc | 35,490 | $5.59M | 0.58% | −650−1.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 35,630 | $5.62M | 0.31% | +3,480+10.8% | Added |
| EFG Asset Management (Americas) Corp. | 35,642 | $5.62M | 1.21% | −2,367−6.2% | Reduced |
| Diversified Trust Co | 35,814 | $5.65M | 0.19% | −646−1.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,871 | $5.66M | 0.32% | +1,651+4.8% | Added |
| Proequities, Inc. | 35,777 | $5.66M | 0.40% | +1,791+5.3% | Added |
| Polar Capital Holdings Plc | 36,032 | $5.68M | 0.04% | −16,412−31.3% | Reduced |
| Buck Wealth Strategies, LLC | 36,116 | $5.69M | 2.11% | −662−1.8% | Reduced |
| First Personal Financial Services | 36,372 | $5.73M | 1.40% | −11,434−23.9% | Reduced |
| FJ Investments, LLC | 36,408 | $5.74M | 0.27% | +36,408 | New |
| Pavion Blue Capital, LLC | 36,458 | $5.75M | 3.17% | −133−0.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 36,481 | $5.75M | 2.89% | −36,581−50.1% | Reduced |
| NBT Bank N A | 36,571 | $5.77M | 0.45% | +5,054+16.0% | Added |
| Weik Capital Management | 36,745 | $5.79M | 2.68% | −1,127−3.0% | Reduced |
| Summit Financial, LLC | 36,777 | $5.82M | 0.38% | +17,555+91.3% | Added |
| Saranac Partners Ltd | 37,286 | $5.88M | 3.89% | −17,338−31.7% | Reduced |
| Winton Group Ltd | 37,301 | $5.88M | 0.43% | −19,197−34.0% | Reduced |
| HTLF Bank | 37,349 | $5.89M | 0.69% | +37,349 | New |
| Oak Family Advisors, LLC | 37,433 | $5.90M | 2.48% | +3,760+11.2% | Added |
| NBC Securities, Inc. | 37,472 | $5.91M | 0.60% | −1,779−4.5% | Reduced |
| Investment Advisory Services Inc | 37,494 | $5.91M | 2.33% | −437−1.2% | Reduced |
| Sitrin Capital Management LLC | 37,498 | $5.91M | 3.45% | −532−1.4% | Reduced |
| Advanced Asset Management Advisors Inc | 37,615 | $5.93M | 1.41% | −35−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 37,831 | $5.96M | 0.51% | −1,716−4.3% | Reduced |
| Venture Visionary Partners LLC | 38,068 | $6.00M | 0.32% | +5,085+15.4% | Added |
| Red Door Wealth Management, LLC | 38,271 | $6.03M | 1.31% | +1,980+5.5% | Added |
| Miracle Mile Advisors, LLC | 38,328 | $6.04M | 0.17% | +25,707+203.7% | Added |
| Spire Wealth Management | 37,254 | $6.05M | 0.21% | +5,578+17.6% | Added |
| Laffer Tengler Investments | 38,442 | $6.06M | 1.61% | +1,908+5.2% | Added |
| Canal Capital Management, LLC | 38,479 | $6.07M | 1.12% | +1,446+3.9% | Added |
| Dana Investment Advisors, Inc. | 38,511 | $6.07M | 0.29% | +2,524+7.0% | Added |
| Bahl & Gaynor Inc | 38,594 | $6.08M | 0.04% | +345+0.9% | Added |
| Erste Asset Management GmbH | 38,664 | $6.09M | 0.09% | +350+0.9% | Added |
| First Interstate Bank | 38,790 | $6.12M | 0.45% | −1,172−2.9% | Reduced |
| Waterloo Capital, L.P. | 38,951 | $6.14M | 0.99% | +31,507+423.3% | Added |
| Assetmark, Inc | 39,055 | $6.16M | 0.02% | +2,607+7.2% | Added |
| Fundamentun, LLC | 39,112 | $6.17M | 0.73% | +533+1.4% | Added |
| King Wealth | 39,264 | $6.19M | 1.20% | +1,356+3.6% | Added |
| Empowered Funds, LLC | 39,373 | $6.21M | 0.16% | +8,887+29.2% | Added |
| SFMG, LLC | 39,401 | $6.21M | 0.58% | +160.0% | Added |
| Community Bank & Trust, Waco, Texas | 39,460 | $6.22M | 1.70% | +1,962+5.2% | Added |
| Csenge Advisory Group | 39,529 | $6.23M | 0.39% | +222+0.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 39,873 | $6.30M | 0.35% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $6.31M | 0.87% | 00.0% | Unchanged |
| Nwi Management LP | 40,000 | $6.31M | 1.28% | 00.0% | Unchanged |
| Investment House LLC | 40,031 | $6.31M | 0.45% | −390−1.0% | Reduced |
| Field & Main Bank | 40,265 | $6.35M | 2.68% | +210+0.5% | Added |
| Cohen Klingenstein LLC | 40,300 | $6.35M | 0.26% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 40,341 | $6.36M | 0.16% | −200−0.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 40,478 | $6.38M | 0.10% | −847−2.0% | Reduced |
| Schnieders Capital Management LLC | 40,728 | $6.42M | 1.42% | −10,398−20.3% | Reduced |
| Parallel Advisors, LLC | 40,746 | $6.42M | 0.19% | −1,796−4.2% | Reduced |
| Stock Yards Bank & Trust Co | 40,781 | $6.43M | 0.23% | −527−1.3% | Reduced |
| Jacobi Capital Management LLC | 40,831 | $6.44M | 0.66% | −96−0.2% | Reduced |
| Marex Group plc | 40,911 | $6.45M | 0.25% | +40,911 | New |
| First National Bank of Mount Dora, Trust Investment Services | 40,986 | $6.46M | 1.72% | −411−1.0% | Reduced |
| Strategic Planning Group, LLC | 41,110 | $6.48M | 2.15% | +41,110 | New |
| McGuire Investment Group, LLC | 41,304 | $6.51M | 1.09% | +7,404+21.8% | Added |
| Headinvest, LLC | 41,472 | $6.54M | 1.36% | −726−1.7% | Reduced |
| Community Bank, N.A. | 41,485 | $6.54M | 0.85% | −626−1.5% | Reduced |
| Fiduciary Trust Co | 41,601 | $6.56M | 0.11% | −597−1.4% | Reduced |
| Perigon Wealth Management, LLC | 41,619 | $6.56M | 0.21% | +183+0.4% | Added |
| Addenda Capital Inc. | 41,489 | $6.56M | 0.26% | −39−0.1% | Reduced |
| Goelzer Investment Management, Inc. | 41,731 | $6.58M | 0.42% | +375+0.9% | Added |
| Caldwell Trust Co | 41,763 | $6.58M | 0.83% | −1,586−3.7% | Reduced |
| Cutler Group LP | 41,888 | $6.60M | 0.92% | +22,501+116.1% | Added |
| Independent Financial Group, LLC | 41,903 | $6.61M | 0.35% | +13,321+46.6% | Added |
| Coston, McIsaac & Partners | 41,913 | $6.61M | 2.30% | +421+1.0% | Added |
| Greenline Partners, LLC | 42,021 | $6.62M | 1.12% | 00.0% | Unchanged |
| Clarity Financial LLC | 42,200 | $6.65M | 1.17% | +40,820+2,958.0% | Added |
| WESPAC Advisors SoCal, LLC | 42,248 | $6.66M | 1.94% | +1,283+3.1% | Added |
| Laurel Wealth Advisors LLC | 42,267 | $6.66M | 1.27% | +475+1.1% | Added |
| Everence Capital Management Inc | 42,300 | $6.67M | 0.48% | +2,590+6.5% | Added |
| First National Bank of Omaha | 42,327 | $6.67M | 0.42% | −13,585−24.3% | Reduced |
| Mutual Advisors, LLC | 42,393 | $6.68M | 0.23% | +8,083+23.6% | Added |
| Gilliland Jeter Wealth Management LLC | 42,422 | $6.69M | 2.77% | +42,422 | New |
| Roundview Capital LLC | 42,432 | $6.69M | 0.62% | −2,097−4.7% | Reduced |
| Hayek Kallen Investment Management | 42,465 | $6.70M | 2.80% | −385−0.9% | Reduced |
| Iyo Bank, Ltd. | 42,540 | $6.71M | 3.18% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 42,646 | $6.72M | 2.36% | −380−0.9% | Reduced |
| Walker Asset Management, LLC | 42,702 | $6.73M | 4.86% | +946+2.3% | Added |
| Carret Asset Management, LLC | 42,717 | $6.73M | 0.86% | −314−0.7% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 42,684 | $6.75M | 0.46% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 42,956 | $6.77M | 0.35% | −213−0.5% | Reduced |
| Strategic Blueprint, LLC | 43,232 | $6.82M | 0.56% | −110−0.3% | Reduced |
| JGP Wealth Management, LLC | 43,484 | $6.86M | 1.02% | +1,972+4.8% | Added |
| Daymark Wealth Partners, LLC | 43,547 | $6.87M | 0.42% | +3,010+7.4% | Added |
| Compagnie Lombard Odier SCmA | 43,584 | $6.87M | 0.13% | +27,582+172.4% | Added |
| Pinnacle Financial Partners Inc | 43,877 | $6.92M | 0.16% | +2,027+4.8% | Added |
| Woodstock Corp | 43,959 | $6.93M | 0.80% | +315+0.7% | Added |
| Ancora Advisors, LLC | 44,014 | $6.94M | 0.16% | +1,913+4.5% | Added |
| WealthPLAN Partners, LLC | 44,030 | $6.94M | 0.71% | −1,581−3.5% | Reduced |
| Coldstream Capital Management Inc | 44,128 | $6.96M | 0.19% | +109+0.2% | Added |
| AIA Group Ltd | 44,413 | $7.00M | 0.29% | +2,186+5.2% | Added |
| L & S Advisors Inc | 44,442 | $7.01M | 0.85% | +11,544+35.1% | Added |
| Covington Investment Advisors Inc. | 44,580 | $7.03M | 1.28% | −239−0.5% | Reduced |