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 |
|---|---|---|---|---|---|
| Cypress Capital Group | 44,689 | $7.05M | 0.92% | −329−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 44,801 | $7.06M | 0.23% | +70.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 44,905 | $7.08M | 0.83% | −331−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 45,154 | $7.12M | 0.19% | +107+0.2% | Added |
| Hodges Capital Management Inc. | 45,280 | $7.14M | 0.38% | +18,737+70.6% | Added |
| Chemung Canal Trust Co | 45,315 | $7.14M | 1.48% | +267+0.6% | Added |
| Greenleaf Trust | 45,370 | $7.15M | 0.08% | −1,127−2.4% | Reduced |
| Valeo Financial Advisors, LLC | 45,385 | $7.15M | 0.29% | −346−0.8% | Reduced |
| Oak Harvest Investment Services | 45,518 | $7.18M | 1.43% | −16,891−27.1% | Reduced |
| WealthPlan Investment Management, LLC | 45,521 | $7.18M | 1.15% | +1,174+2.6% | Added |
| GLOBALT Investments LLC | 45,569 | $7.18M | 0.30% | +45,569 | New |
| Veriti Management LLC | 46,102 | $7.27M | 0.65% | +2,672+6.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 46,109 | $7.27M | 0.15% | −72,111−61.0% | Reduced |
| Trust Co of Vermont | 46,187 | $7.28M | 0.49% | +5,621+13.9% | Added |
| Bridgecreek Investment Management, LLC | 46,667 | $7.36M | 1.43% | −325−0.7% | Reduced |
| Bogart Wealth, LLC | 46,757 | $7.37M | 0.42% | +1,837+4.1% | Added |
| Legacy Private Trust Co. | 46,794 | $7.38M | 0.59% | +221+0.5% | Added |
| Tritonpoint Wealth, LLC | 46,680 | $7.39M | 0.72% | +46,680 | New |
| Boston Research & Management Inc | 46,887 | $7.39M | 1.96% | +465+1.0% | Added |
| Northwest Bancshares, Inc. | 46,956 | $7.40M | 1.35% | +1,558+3.4% | Added |
| Signaturefd, LLC | 47,059 | $7.42M | 0.17% | −559−1.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 47,061 | $7.42M | 0.27% | +47,061 | New |
| Meridian Wealth Management, LLC | 47,110 | $7.43M | 0.47% | +19,889+73.1% | Added |
| Trustmark National Bank Trust Department | 47,492 | $7.49M | 0.68% | +1,805+4.0% | Added |
| Alps Advisors Inc | 47,580 | $7.50M | 0.06% | +213+0.4% | Added |
| Burney Co | 47,618 | $7.51M | 0.32% | −1,297−2.7% | Reduced |
| EP Wealth Advisors, LLC | 47,707 | $7.52M | 0.10% | +4,567+10.6% | Added |
| WoodTrust Financial Corp | 47,900 | $7.55M | 1.29% | +941+2.0% | Added |
| Barbara Oil Co. | 48,000 | $7.57M | 3.41% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 48,071 | $7.58M | 0.98% | +9,928+26.0% | Added |
| Associated Banc-Corp | 48,131 | $7.59M | 0.26% | −247−0.5% | Reduced |
| Hancock Whitney Corp | 48,241 | $7.61M | 0.28% | +37,909+366.9% | Added |
| Pittenger & Anderson Inc | 48,288 | $7.61M | 0.34% | −180−0.4% | Reduced |
| FRG Family Wealth Advisors LLC | 48,732 | $7.68M | 1.56% | −730−1.5% | Reduced |
| Toth Financial Advisory Corp | 48,949 | $7.72M | 1.05% | −254−0.5% | Reduced |
| First Manhattan Co | 48,981 | $7.72M | 0.03% | −1,934−3.8% | Reduced |
| Empirical Finance, LLC | 49,219 | $7.76M | 0.54% | +402+0.8% | Added |
| Citizens Financial Group Inc | 49,258 | $7.77M | 0.27% | −1,113−2.2% | Reduced |
| Auxier Asset Management | 49,461 | $7.80M | 1.26% | −1,092−2.2% | Reduced |
| Leavell Investment Management, Inc. | 49,471 | $7.83M | 0.50% | +1,294+2.7% | Added |
| Keb Asset Management, LLC | 49,738 | $7.84M | 2.89% | −5,233−9.5% | Reduced |
| Wesleyan Assurance Society | 49,750 | $7.84M | 0.78% | +16,000+47.4% | Added |
| Boyer & Corporon Wealth Management, LLC | 49,789 | $7.85M | 2.66% | +71+0.1% | Added |
| Osborne Partners Capital Management, LLC | 49,898 | $7.87M | 0.51% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 49,946 | $7.87M | 3.00% | +4,332+9.5% | Added |
| Tredje AP-fonden | 50,000 | $7.88M | 0.10% | +50,000 | New |
| Freemont Management S.A. | 50,200 | $7.91M | 1.00% | 00.0% | Unchanged |
| Meridian Management Co | 46,925 | $7.94M | 2.26% | −1,043−2.2% | Reduced |
| Heritage Trust Co | 50,682 | $7.99M | 1.12% | +95+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 50,821 | $8.01M | 0.56% | +475+0.9% | Added |
| Vinva Investment Management Ltd | 50,874 | $8.02M | 0.56% | +7,043+16.1% | Added |
| Shelton Capital Management | 50,943 | $8.03M | 0.26% | −12,597−19.8% | Reduced |
| Park Avenue Securities LLC | 50,956 | $8.03M | 0.11% | +5,996+13.3% | Added |
| Cardinal Capital Management | 50,807 | $8.04M | 1.52% | −218−0.4% | Reduced |
| Marietta Wealth Management, LLC | 51,272 | $8.08M | 1.44% | +65+0.1% | Added |
| Jefferies Financial Group Inc. | 51,537 | $8.12M | 0.13% | +47,486+1,172.2% | Added |
| Boston Private Wealth LLC | 51,557 | $8.13M | 0.20% | −3,040−5.6% | Reduced |
| WS Management LLLP | 51,768 | $8.16M | 0.80% | 00.0% | Unchanged |
| RBF Capital, LLC | 51,774 | $8.16M | 0.51% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 51,910 | $8.18M | 0.36% | +3,274+6.7% | Added |
| Choate Investment Advisors | 52,040 | $8.20M | 0.25% | +18,737+56.3% | Added |
| Parkside Investments, LLC | 52,317 | $8.25M | 1.40% | −4,485−7.9% | Reduced |
| Atwater Malick LLC | 52,529 | $8.28M | 3.25% | +1,112+2.2% | Added |
| Level Four Advisory Services, LLC | 52,552 | $8.28M | 0.46% | +639+1.2% | Added |
| Lee Danner & Bass Inc | 52,667 | $8.30M | 0.71% | −21,936−29.4% | Reduced |
| Eisler Capital (UK) Ltd. | 52,706 | $8.31M | 0.76% | +17,237+48.6% | Added |
| Pacific Global Investment Management CO | 52,720 | $8.31M | 1.69% | −936−1.7% | Reduced |
| Monarch Capital Management Inc | 52,703 | $8.33M | 2.52% | −2,150−3.9% | Reduced |
| Bright Rock Capital Management, LLC | 53,000 | $8.36M | 1.89% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 53,113 | $8.37M | 1.40% | +1,798+3.5% | Added |
| Bleakley Financial Group, LLC | 53,128 | $8.38M | 0.27% | +2,632+5.2% | Added |
| Marble Harbor Investment Counsel, LLC | 53,317 | $8.41M | 1.03% | −900−1.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 53,224 | $8.42M | 0.86% | −16,991−24.2% | Reduced |
| Gabelli Funds LLC | 53,500 | $8.43M | 0.06% | +775+1.5% | Added |
| Griffin Asset Management, Inc. | 53,556 | $8.44M | 1.07% | +4,204+8.5% | Added |
| Physicians Financial Services, Inc. | 53,852 | $8.49M | 3.22% | +194+0.4% | Added |
| Waters Parkerson & Co., LLC | 53,891 | $8.50M | 0.47% | −50−0.1% | Reduced |
| Eagle Asset Management Inc | 53,955 | $8.51M | 0.05% | −4,884−8.3% | Reduced |
| Hantz Financial Services, Inc. | 53,960 | $8.51M | 0.19% | −25,638−32.2% | Reduced |
| American Assets Investment Management, LLC | 54,000 | $8.51M | 0.88% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 54,030 | $8.52M | 0.16% | +1,868+3.6% | Added |
| TLW Wealth Management, LLC | 54,034 | $8.52M | 6.07% | +3,393+6.7% | Added |
| First American Bank | 54,215 | $8.55M | 0.71% | −1,047−1.9% | Reduced |
| Arkadios Wealth Advisors | 54,440 | $8.58M | 0.73% | −1,014−1.8% | Reduced |
| Ascent Group, LLC | 50,571 | $8.61M | 0.82% | +400+0.8% | Added |
| Ascent Wealth Partners, LLC | 54,904 | $8.66M | 1.41% | +2,982+5.7% | Added |
| Colonial Trust Advisors | 55,046 | $8.68M | 0.92% | −145−0.3% | Reduced |
| Makena Capital Management LLC | 55,057 | $8.68M | 1.97% | −20,678−27.3% | Reduced |
| Shelter Mutual Insurance Co | 55,222 | $8.71M | 2.40% | −12,950−19.0% | Reduced |
| Integrated Wealth Concepts LLC | 55,282 | $8.72M | 0.14% | +11,193+25.4% | Added |
| Farmers Trust Co | 55,388 | $8.73M | 1.82% | −1,310−2.3% | Reduced |
| Kavar Capital Partners Group, LLC | 55,650 | $8.77M | 0.98% | +28,899+108.0% | Added |
| Dynamic Advisor Solutions LLC | 55,988 | $8.77M | 0.33% | +29,399+110.6% | Added |
| Valicenti Advisory Services Inc | 55,852 | $8.80M | 2.68% | +934+1.7% | Added |
| Ziegler Capital Management, LLC | 55,862 | $8.81M | 0.40% | −2,169−3.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 55,714 | $8.81M | 0.68% | −4,556−7.6% | Reduced |
| First American Trust, FSB | 55,923 | $8.82M | 1.09% | +2,348+4.4% | Added |
| Great Valley Advisor Group, Inc. | 55,949 | $8.82M | 0.31% | +2,419+4.5% | Added |
| Pettyjohn, Wood & White, Inc | 55,952 | $8.82M | 1.91% | +30+0.1% | Added |
| Sowell Financial Services LLC | 55,775 | $8.82M | 0.48% | −1,178−2.1% | Reduced |