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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 78,345 | $12.4M | 0.25% | +15,448+24.6% | Added |
| Franklin Street Advisors Inc | 78,509 | $12.4M | 1.01% | −1,840−2.3% | Reduced |
| Wesbanco Bank Inc | 78,852 | $12.4M | 0.70% | −11,799−13.0% | Reduced |
| K.J. Harrison & Partners Inc | 79,676 | $12.6M | 2.13% | +45,972+136.4% | Added |
| Hamel Associates, Inc. | 79,856 | $12.6M | 4.44% | −595−0.7% | Reduced |
| Unisphere Establishment | 80,000 | $12.6M | 0.13% | +80,000 | New |
| Parthenon LLC | 80,010 | $12.6M | 1.74% | −495−0.6% | Reduced |
| Motley Fool Asset Management LLC | 80,025 | $12.6M | 0.94% | +80,025 | New |
| Edmond de Rothschild Holding S.A. | 80,059 | $12.6M | 0.23% | +10,499+15.1% | Added |
| Guardian Capital Advisors LP | 80,206 | $12.7M | 1.32% | −4,233−5.0% | Reduced |
| Nemes Rush Group LLC | 81,318 | $12.8M | 2.07% | +1,108+1.4% | Added |
| Jupiter Asset Management Ltd | 81,719 | $12.9M | 0.13% | +48,648+147.1% | Added |
| Moors & Cabot, Inc. | 81,802 | $12.9M | 0.80% | +189+0.2% | Added |
| Concurrent Investment Advisors, LLC | 81,855 | $12.9M | 0.61% | +81,855 | New |
| Zweig-DiMenna Associates LLC | 82,010 | $12.9M | 1.49% | −2,290−2.7% | Reduced |
| Segment Wealth Management, LLC | 83,107 | $13.1M | 1.16% | +2,504+3.1% | Added |
| Axxcess Wealth Management, LLC | 83,586 | $13.2M | 0.39% | +20,705+32.9% | Added |
| Van Eck Associates Corp | 84,667 | $13.3M | 0.02% | −5,276−5.9% | Reduced |
| Cutler Investment Counsel LLC | 84,536 | $13.4M | 1.91% | +529+0.6% | Added |
| Montag A & Associates Inc | 85,240 | $13.5M | 0.75% | +1,546+1.8% | Added |
| Stillwater Capital Advisors, LLC | 85,734 | $13.5M | 2.17% | −113−0.1% | Reduced |
| Quantinno Capital Management LP | 85,772 | $13.5M | 0.47% | +4,317+5.3% | Added |
| Stonebridge Capital Advisors LLC | 86,178 | $13.6M | 1.36% | +1,533+1.8% | Added |
| Louisiana State Employees Retirement System | 86,300 | $13.6M | 0.28% | −2,100−2.4% | Reduced |
| Janney Capital Management LLC | 87,259 | $13.8M | 0.92% | −2,324−2.6% | Reduced |
| First Nebraska Trust Co | 87,359 | $13.8M | 1.59% | −91−0.1% | Reduced |
| Marco Investment Management LLC | 87,988 | $13.9M | 1.42% | +2,533+3.0% | Added |
| South State Corp. | 88,107 | $13.9M | 1.18% | −110−0.1% | Reduced |
| TCG Advisory Services, LLC | 89,880 | $14.2M | 0.98% | +58,707+188.3% | Added |
| Atria Wealth Solutions, Inc. | 89,828 | $14.2M | 0.18% | −767−0.8% | Reduced |
| Candriam Luxembourg S.C.A. | 90,122 | $14.2M | 0.10% | +8,285+10.1% | Added |
| Northwest & Ethical Investments L.P. | 90,133 | $14.2M | 0.44% | −450−0.5% | Reduced |
| Securian Asset Management, Inc | 90,337 | $14.2M | 0.40% | −12,081−11.8% | Reduced |
| TCTC Holdings, LLC | 91,115 | $14.4M | 0.52% | +373+0.4% | Added |
| Quantitative Investment Management, LLC | 91,482 | $14.4M | 0.83% | +34,158+59.6% | Added |
| Atwood & Palmer Inc | 91,869 | $14.5M | 1.17% | +272+0.3% | Added |
| FORA Capital, LLC | 91,909 | $14.5M | 1.24% | +91,909 | New |
| Sather Financial Group Inc | 93,079 | $14.7M | 1.09% | +20.0% | Added |
| Edge Capital Group, LLC | 93,376 | $14.7M | 0.82% | +3,120+3.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 93,806 | $14.8M | 2.00% | +1,512+1.6% | Added |
| Two Sigma Securities, LLC | 94,326 | $14.9M | 0.68% | −269,760−74.1% | Reduced |
| Prospera Financial Services Inc | 94,429 | $14.9M | 0.49% | +2,945+3.2% | Added |
| Ofi Invest Asset Management | 104,381 | $14.9M | 0.50% | −156,136−59.9% | Reduced |
| Calamos Wealth Management LLC | 94,575 | $14.9M | 0.94% | −645−0.7% | Reduced |
| Prana Capital Management, LP | 94,959 | $15.0M | 0.88% | −26,413−21.8% | Reduced |
| Tompkins Financial Corp | 95,046 | $15.0M | 1.81% | +8,540+9.9% | Added |
| Bellecapital International Ltd. | 95,515 | $15.1M | 3.42% | −3,559−3.6% | Reduced |
| HM Payson & Co | 95,584 | $15.1M | 0.31% | −2,254−2.3% | Reduced |
| Synovus Financial Corp | 95,748 | $15.1M | 0.21% | −18,544−16.2% | Reduced |
| Westchester Capital Management, Inc. | 96,001 | $15.1M | 4.07% | −1,351−1.4% | Reduced |
| Hartford Investment Management Co | 96,054 | $15.1M | 0.56% | −2,096−2.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 96,589 | $15.2M | 0.60% | +399+0.4% | Added |
| Bragg Financial Advisors, Inc | 96,703 | $15.2M | 0.73% | −1,160−1.2% | Reduced |
| CV Advisors LLC | 97,134 | $15.3M | 11.06% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 97,286 | $15.3M | 0.63% | −285−0.3% | Reduced |
| HB Wealth Management, LLC | 97,295 | $15.3M | 0.22% | +1,160+1.2% | Added |
| Agf Management Ltd | 97,296 | $15.3M | 0.09% | +81,980+535.3% | Added |
| Sandy Spring Bank | 97,866 | $15.4M | 0.77% | +1,676+1.7% | Added |
| Woodson Capital Management, LP | 98,000 | $15.4M | 3.59% | +98,000 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 99,137 | $15.6M | 0.48% | +269+0.3% | Added |
| Exchange Traded Concepts, LLC | 99,660 | $15.7M | 0.42% | +51,725+107.9% | Added |
| Vontobel Holding Ltd. | 100,081 | $15.8M | 0.13% | −3,175−3.1% | Reduced |
| Advisors Capital Management, LLC | 100,176 | $15.8M | 0.32% | −6,407−6.0% | Reduced |
| National Asset Management, Inc. | 100,334 | $15.9M | 0.43% | −3,273−3.2% | Reduced |
| Sonora Investment Management Group, LLC | 101,234 | $16.0M | 1.30% | +2,865+2.9% | Added |
| Symmetry Investments LP | 101,250 | $16.0M | 2.92% | +85,285+534.2% | Added |
| Oppenheimer Asset Management Inc. | 101,597 | $16.0M | 0.22% | −3,107−3.0% | Reduced |
| DuPont Capital Management Corp | 101,801 | $16.0M | 1.40% | −5,930−5.5% | Reduced |
| Anchor Capital Advisors LLC | 101,804 | $16.0M | 0.42% | −3,994−3.8% | Reduced |
| Asset Advisors Investment Management, LLC | 103,356 | $16.3M | 1.99% | +291+0.3% | Added |
| Bollard Group LLC | 103,480 | $16.3M | 0.57% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 103,824 | $16.4M | 0.48% | −1,983−1.9% | Reduced |
| Lido Advisors, LLC | 104,926 | $16.6M | 0.17% | +10,270+10.8% | Added |
| Vident Advisory, LLC | 105,453 | $16.6M | 0.42% | +7,917+8.1% | Added |
| JustInvest LLC | 106,727 | $16.8M | 0.43% | +4,688+4.6% | Added |
| Washington Trust Co | 106,819 | $16.8M | 0.67% | +531+0.5% | Added |
| Cullen Investment Group, Ltd. | 107,020 | $16.9M | 2.95% | +107,020 | New |
| MAI Capital Management | 107,197 | $16.9M | 0.22% | +6,091+6.0% | Added |
| Varma Mutual Pension Insurance Co | 108,800 | $17.2M | 0.19% | +108,800 | New |
| Whittier Trust Co | 109,454 | $17.3M | 0.28% | −1,919−1.7% | Reduced |
| Northeast Investment Management | 109,499 | $17.3M | 0.92% | +2,063+1.9% | Added |
| South Dakota Investment Council | 110,178 | $17.4M | 0.37% | −10,483−8.7% | Reduced |
| Independent Advisor Alliance | 110,838 | $17.5M | 0.63% | +7,875+7.6% | Added |
| Maryland State Retirement & Pension System | 111,128 | $17.5M | 0.36% | +1,183+1.1% | Added |
| Oregon Public Employees Retirement Fund | 111,346 | $17.6M | 0.31% | +1,044+0.9% | Added |
| BancorpSouth Bank | 111,358 | $17.6M | 1.43% | +468+0.4% | Added |
| First National Trust Co | 112,233 | $17.7M | 0.78% | −10,682−8.7% | Reduced |
| Toroso Investments, LLC | 112,485 | $17.7M | 0.42% | +53,101+89.4% | Added |
| Managed Asset Portfolios, LLC | 112,713 | $17.8M | 2.69% | +11,107+10.9% | Added |
| Salem Investment Counselors Inc | 112,739 | $17.8M | 0.61% | +2,159+2.0% | Added |
| Beck Mack & Oliver LLC | 113,314 | $17.9M | 0.42% | −1,142−1.0% | Reduced |
| Azimuth Capital Investment Management LLC | 113,582 | $17.9M | 0.81% | −3,173−2.7% | Reduced |
| Lathrop Investment Management Corp | 113,906 | $18.0M | 3.67% | −65−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 114,135 | $18.0M | 0.08% | +110,838+3,361.8% | Added |
| Kentucky Retirement Systems | 114,138 | $18.0M | 0.56% | +1,375+1.2% | Added |
| Rafferty Asset Management, LLC | 114,680 | $18.1M | 0.08% | +5,593+5.1% | Added |
| D.A. Davidson & Co. | 114,721 | $18.1M | 0.18% | +8,374+7.9% | Added |
| Gradient Investments LLC | 116,098 | $18.3M | 0.44% | +12,090+11.6% | Added |
| Delta Global Management LP | 116,937 | $18.4M | 2.83% | +116,937 | New |
| Capital Investment Counsel, Inc | 117,313 | $18.5M | 3.24% | +260+0.2% | Added |