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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 56,160 | $8.85M | 0.11% | −2,065−3.5% | Reduced |
| TownSquare Capital, LLC | 56,165 | $8.85M | 0.15% | −2,168−3.7% | Reduced |
| Moran Wealth Management, LLC | 56,226 | $8.86M | 0.32% | −1,442−2.5% | Reduced |
| Mattern Capital Management, LLC | 56,258 | $8.87M | 1.29% | +1,588+2.9% | Added |
| Charter Trust Co | 56,262 | $8.87M | 0.66% | +475+0.9% | Added |
| One Capital Management, LLC | 56,350 | $8.88M | 0.35% | −799−1.4% | Reduced |
| Visionary Wealth Advisors | 56,507 | $8.91M | 0.65% | +975+1.8% | Added |
| LS Investment Advisors, LLC | 56,536 | $8.91M | 1.55% | +890+1.6% | Added |
| Hook Mill Capital Partners, LP | 56,565 | $8.92M | 2.35% | −7,929−12.3% | Reduced |
| SeaTown Holdings Pte. Ltd. | 56,600 | $8.92M | 1.23% | −196,000−77.6% | Reduced |
| Carlson Capital L P | 56,900 | $8.97M | 0.72% | +56,900 | New |
| Bradley Foster & Sargent Inc | 56,998 | $8.99M | 0.17% | +10,763+23.3% | Added |
| GHP Investment Advisors, Inc. | 57,467 | $9.06M | 0.49% | +1,023+1.8% | Added |
| Kingsview Wealth Management, LLC | 57,489 | $9.06M | 0.27% | +24,725+75.5% | Added |
| Richard C. Young & CO., LTD. | 57,825 | $9.12M | 1.22% | +2,314+4.2% | Added |
| Allworth Financial LP | 57,930 | $9.13M | 0.07% | +192+0.3% | Added |
| Ieq Capital, LLC | 58,021 | $9.15M | 0.15% | −2,532−4.2% | Reduced |
| Executive Wealth Management, LLC | 58,064 | $9.15M | 0.86% | −752−1.3% | Reduced |
| Metropolitan Life Insurance Co | 58,066 | $9.15M | 0.43% | −983−1.7% | Reduced |
| Motco | 58,301 | $9.19M | 0.59% | +726+1.3% | Added |
| iA Global Asset Management Inc. | 58,529 | $9.23M | 0.21% | −52,294−47.2% | Reduced |
| HighPoint Advisor Group LLC | 152,799 | $9.26M | 0.66% | +152,799 | New |
| Te Ahumairangi Investment Management Ltd | 59,159 | $9.33M | 1.77% | −8,945−13.1% | Reduced |
| MMBG Investment Advisors Co. | 59,210 | $9.33M | 1.10% | 00.0% | Unchanged |
| Tower Bridge Advisors | 59,716 | $9.41M | 0.81% | −1,616−2.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 59,834 | $9.43M | 0.20% | +7,060+13.4% | Added |
| Foster & Motley Inc | 59,838 | $9.43M | 0.70% | −4,389−6.8% | Reduced |
| Terry L. Blaker | 59,868 | $9.44M | 0.77% | +6,428+12.0% | Added |
| Canal Insurance CO | 60,000 | $9.46M | 2.62% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 60,077 | $9.47M | 0.37% | −706−1.2% | Reduced |
| St Germain D J Co Inc | 60,092 | $9.47M | 0.49% | −1,066−1.7% | Reduced |
| Sawtooth Solutions, LLC | 60,215 | $9.49M | 0.26% | +2,645+4.6% | Added |
| ARS Wealth Advisors Group, LLC | 60,433 | $9.53M | 1.41% | −10,410−14.7% | Reduced |
| Ritholtz Wealth Management | 60,475 | $9.53M | 0.37% | +3,033+5.3% | Added |
| JB Capital LLC | 60,693 | $9.57M | 0.71% | +8,232+15.7% | Added |
| Savant Capital, LLC | 61,481 | $9.69M | 0.12% | −791−1.3% | Reduced |
| GFS Advisors, LLC | 61,819 | $9.75M | 1.42% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 61,823 | $9.75M | 2.26% | +1,000+1.6% | Added |
| Dorchester Wealth Management Co | 62,173 | $9.80M | 1.81% | +128+0.2% | Added |
| Webster Bank, N. A. | 62,540 | $9.86M | 1.21% | +601+1.0% | Added |
| Meitav Dash Investments Ltd | 62,868 | $9.94M | 0.15% | +99+0.2% | Added |
| Rockland Trust Co | 63,120 | $9.95M | 0.54% | −79,525−55.8% | Reduced |
| Easterly Investment Partners LLC | 63,354 | $9.99M | 1.07% | −23,439−27.0% | Reduced |
| Gotham Asset Management, LLC | 63,433 | $10.0M | 0.19% | −15,126−19.3% | Reduced |
| Norinchukin Bank, The | 63,440 | $10.0M | 0.23% | −6,619−9.4% | Reduced |
| City Holding Co | 63,454 | $10.0M | 1.61% | +201+0.3% | Added |
| Kovitz Investment Group Partners, LLC | 63,649 | $10.0M | 0.17% | −1,981−3.0% | Reduced |
| Empirical Capital Management, LLC | 64,000 | $10.1M | 9.23% | +64,000 | New |
| Allen Investment Management LLC | 64,537 | $10.2M | 0.14% | +49+0.1% | Added |
| Nixon Peabody Trust Co | 64,826 | $10.2M | 1.15% | +52,883+442.8% | Added |
| Rowland & Co Investment Counsel | 65,002 | $10.2M | 2.35% | −75−0.1% | Reduced |
| CCM Investment Advisers LLC | 65,348 | $10.3M | 1.27% | +271+0.4% | Added |
| Apollon Wealth Management, LLC | 65,402 | $10.3M | 0.36% | +22,186+51.3% | Added |
| Whitener Capital Management, Inc. | 65,768 | $10.4M | 3.75% | −1,734−2.6% | Reduced |
| Granite Bay Wealth Management, LLC | 65,520 | $10.4M | 0.09% | 00.0% | Unchanged |
| Credit Agricole S A | 66,059 | $10.4M | 0.22% | +29,619+81.3% | Added |
| Modera Wealth Management, LLC | 66,159 | $10.4M | 0.17% | −1,502−2.2% | Reduced |
| Abner Herrman & Brock LLC | 66,255 | $10.4M | 1.47% | −435−0.7% | Reduced |
| LMG Wealth Partners, LLC | 66,462 | $10.5M | 2.91% | −488−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 66,491 | $10.5M | 0.36% | +1,501+2.3% | Added |
| ClariVest Asset Management LLC | 66,721 | $10.5M | 0.58% | −13,118−16.4% | Reduced |
| Metis Global Partners, LLC | 66,886 | $10.5M | 0.42% | +8,161+13.9% | Added |
| Invictus Private Wealth, LLC | 67,191 | $10.6M | 1.04% | −8,151−10.8% | Reduced |
| Wolverine Trading, LLC | 67,405 | $10.6M | 0.08% | +48,658+259.6% | Added |
| Hartline Investment Corp | 67,522 | $10.6M | 1.72% | 00.0% | Unchanged |
| LMCG Investments, LLC | 67,628 | $10.7M | 0.66% | −341−0.5% | Reduced |
| Fiduciary Group LLC | 67,867 | $10.7M | 1.25% | −4,388−6.1% | Reduced |
| SG Americas Securities, LLC | 67,872 | $10.7M | 0.12% | +36,700+117.7% | Added |
| Snowden Capital Advisors LLC | 68,180 | $10.7M | 0.41% | +3,290+5.1% | Added |
| Core Alternative Capital | 69,111 | $10.9M | 1.87% | −22,055−24.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 69,118 | $10.9M | 0.05% | +2,036+3.0% | Added |
| Arvest Trust Co N A | 69,420 | $10.9M | 0.66% | −879−1.3% | Reduced |
| Ossiam | 69,558 | $11.0M | 0.18% | −195,175−73.7% | Reduced |
| Callahan Advisors, LLC | 69,699 | $11.0M | 1.27% | −209−0.3% | Reduced |
| Dodge & Cox | 69,820 | $11.0M | 0.01% | −1,950−2.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 73,233 | $11.1M | 0.41% | +73,233 | New |
| Lazard Asset Management LLC | 70,852 | $11.2M | 0.01% | −2,508−3.4% | Reduced |
| Cetera Advisors LLC | 70,970 | $11.2M | 0.16% | +8,470+13.6% | Added |
| Phoenix Holdings Ltd. | 66,790 | $11.2M | 0.19% | +23,179+53.1% | Added |
| Brown Brothers Harriman & Co | 71,995 | $11.4M | 0.09% | −4,529−5.9% | Reduced |
| New Mexico Educational Retirement Board | 72,993 | $11.5M | 0.44% | 00.0% | Unchanged |
| Lynch & Associates | 73,793 | $11.6M | 2.83% | −390−0.5% | Reduced |
| James Investment Research Inc | 73,902 | $11.7M | 1.46% | −3,053−4.0% | Reduced |
| Townsend & Associates, Inc | 73,082 | $11.7M | 1.47% | +34,173+87.8% | Added |
| Patten & Patten Inc | 74,530 | $11.7M | 0.96% | +6,669+9.8% | Added |
| Levin Capital Strategies, L.P. | 74,680 | $11.8M | 1.31% | +73,023+4,406.9% | Added |
| CSM Advisors, LLC | 74,831 | $11.8M | 0.85% | −820−1.1% | Reduced |
| Brookstone Capital Management | 75,180 | $11.9M | 0.23% | −123−0.2% | Reduced |
| Edge Wealth Management LLC | 75,238 | $11.9M | 2.59% | −963−1.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 75,718 | $11.9M | 0.15% | +10,232+15.6% | Added |
| Resources Investment Advisors, LLC. | 75,933 | $12.0M | 0.21% | +3,027+4.2% | Added |
| Advisory Services Network, LLC | 75,944 | $12.0M | 0.29% | +5,082+7.2% | Added |
| Venturi Wealth Management, LLC | 75,983 | $12.0M | 0.85% | +204+0.3% | Added |
| Picton Mahoney Asset Management | 76,060 | $12.0M | 0.56% | −17,007−18.3% | Reduced |
| Thoroughbred Financial Services, LLC | 76,196 | $12.0M | 0.97% | +6,045+8.6% | Added |
| American National Bank | 76,518 | $12.1M | 1.89% | +9,064+13.4% | Added |
| GDS Wealth Management | 76,953 | $12.1M | 1.64% | +7,608+11.0% | Added |
| Forbes J M & Co LLP | 77,399 | $12.2M | 1.42% | +1,383+1.8% | Added |
| Simmons Bank | 77,562 | $12.2M | 1.00% | −1,601−2.0% | Reduced |
| CTC LLC | 77,981 | $12.3M | 0.12% | +77,981 | New |