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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 120,015 | $18.9M | 0.29% | +2,192+1.9% | Added |
| Gulf International Bank (UK) Ltd | 121,803 | $19.2M | 0.54% | −13,998−10.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 122,213 | $19.3M | 0.18% | −4,085−3.2% | Reduced |
| Brandywine Global Investment Management, LLC | 122,356 | $19.3M | 0.16% | −576−0.5% | Reduced |
| Smith Group Asset Management, LLC | 122,700 | $19.3M | 1.13% | +122,700 | New |
| Badgley Phelps Wealth Managers, LLC | 122,426 | $19.4M | 0.53% | +11,169+10.0% | Added |
| GW Henssler & Associates Ltd | 123,096 | $19.4M | 1.28% | −1,305−1.0% | Reduced |
| Baader Bank INC | 123,798 | $19.5M | 1.66% | −23,400−15.9% | Reduced |
| Massmutual Trust Co FSB | 125,003 | $19.7M | 0.66% | +16,334+15.0% | Added |
| Destination Wealth Management | 125,569 | $19.8M | 0.69% | −428−0.3% | Reduced |
| Payden & Rygel | 125,700 | $19.8M | 1.44% | +116,300+1,237.2% | Added |
| Kestra Private Wealth Services, LLC | 126,491 | $19.9M | 0.51% | +16,048+14.5% | Added |
| Engineers Gate Manager LP | 127,300 | $20.1M | 0.57% | +118,407+1,331.5% | Added |
| Pinnacle Associates Ltd | 128,464 | $20.3M | 0.34% | +3,470+2.8% | Added |
| Willis Investment Counsel | 128,530 | $20.3M | 1.43% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 129,244 | $20.4M | 0.55% | +5,285+4.3% | Added |
| Prudential PLC | 129,553 | $20.4M | 0.22% | +17,567+15.7% | Added |
| Community Trust & Investment Co | 129,814 | $20.5M | 1.57% | +320.0% | Added |
| Novare Capital Management LLC | 130,499 | $20.6M | 2.09% | +2,103+1.6% | Added |
| Capital Fund Management S.A. | 130,912 | $20.6M | 0.26% | +130,912 | New |
| Greenwood Gearhart Inc | 131,083 | $20.7M | 2.20% | −35,439−21.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 133,755 | $21.1M | 0.95% | +5,196+4.0% | Added |
| Brown Advisory Inc | 134,704 | $21.2M | 0.03% | −1,070−0.8% | Reduced |
| Tudor Investment Corp Et Al | 134,950 | $21.3M | 0.29% | +109,898+438.7% | Added |
| Sapient Capital LLC | 135,863 | $21.5M | 0.55% | +135,863 | New |
| Oakworth Capital, Inc. | 136,377 | $21.5M | 1.72% | −1,021−0.7% | Reduced |
| Perfromance Wealth Partners, LLC | 138,199 | $21.8M | 0.96% | −1,582−1.1% | Reduced |
| Nicola Wealth Management Ltd. | 138,400 | $21.8M | 2.29% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 138,435 | $21.8M | 0.22% | +2,550+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 138,853 | $22.0M | 0.36% | −1,354−1.0% | Reduced |
| Bartlett & Co. LLC | 138,853 | $22.0M | 0.36% | −1,354−1.0% | Reduced |
| Pacer Advisors, Inc. | 140,080 | $22.1M | 0.06% | +44,271+46.2% | Added |
| HRT Financial LP | 140,438 | $22.1M | 0.16% | +140,438 | New |
| Quadrature Capital Ltd | 140,810 | $22.2M | 0.40% | +140,810 | New |
| Walleye Capital LLC | 141,144 | $22.3M | 0.31% | −225,445−61.5% | Reduced |
| Wealthfront Advisers LLC | 141,218 | $22.3M | 0.09% | −6,848−4.6% | Reduced |
| Gratus Capital LLC | 141,326 | $22.3M | 1.27% | −986−0.7% | Reduced |
| Cornerstone Advisors, LLC | 141,700 | $22.3M | 0.98% | −15,900−10.1% | Reduced |
| LSV Asset Management | 141,740 | $22.3M | 0.05% | −61,160−30.1% | Reduced |
| Banco Santander, S.A. | 142,436 | $22.5M | 0.27% | −38,800−21.4% | Reduced |
| Bridgeway Capital Management, LLC | 144,821 | $22.8M | 0.49% | +16,486+12.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 146,000 | $23.0M | 0.31% | −36,200−19.9% | Reduced |
| RiverFront Investment Group, LLC | 170,931 | $23.1M | 0.73% | +85,187+99.4% | Added |
| Crawford Investment Counsel Inc | 146,914 | $23.2M | 0.46% | −290,110−66.4% | Reduced |
| Peapack Gladstone Financial Corp | 147,818 | $23.3M | 0.39% | +1,722+1.2% | Added |
| Man Group plc | 148,729 | $23.4M | 0.07% | – | – |
| Country Club Bank | 149,060 | $23.5M | 1.78% | −914−0.6% | Reduced |
| Pathstone Holdings, LLC | 149,856 | $23.8M | 0.13% | +149,856 | New |
| Guggenheim Capital LLC | 151,631 | $23.9M | 0.18% | +9,524+6.7% | Added |
| Fort Washington Investment Advisors Inc | 152,098 | $24.0M | 0.17% | +1,757+1.2% | Added |
| Crossmark Global Holdings, Inc. | 153,923 | $24.3M | 0.50% | +1,877+1.2% | Added |
| Legacy Capital Wealth Partners, LLC | 154,078 | $24.3M | 6.88% | +10,307+7.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 154,383 | $24.3M | 0.62% | −72,612−32.0% | Reduced |
| Graham Capital Management, L.P. | 154,491 | $24.4M | 0.77% | −154,891−50.1% | Reduced |
| Absher Wealth Management, LLC | 155,855 | $24.6M | 3.70% | +12,169+8.5% | Added |
| Farmers & Merchants Investments Inc | 157,524 | $24.8M | 0.91% | −953−0.6% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 157,700 | $24.9M | 0.28% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 158,038 | $24.9M | 0.61% | +92,940+142.8% | Added |
| Lighthouse Investment Partners, LLC | 158,146 | $24.9M | 1.82% | +158,146 | New |
| Massachusetts Financial Services Co | 158,888 | $25.0M | 0.01% | −519,674−76.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 161,125 | $25.4M | 0.40% | −7,881−4.7% | Reduced |
| First Horizon Advisors, Inc. | 163,028 | $25.7M | 0.85% | −1,440−0.9% | Reduced |
| Oppenheimer & Co Inc | 163,242 | $25.7M | 0.47% | +12,469+8.3% | Added |
| CBOE Vest Financial, LLC | 164,388 | $25.9M | 0.97% | +22,210+15.6% | Added |
| Paralel Advisors LLC | 165,000 | $26.0M | 1.33% | −50,000−23.3% | Reduced |
| Verition Fund Management LLC | 166,375 | $26.2M | 0.27% | +109,289+191.4% | Added |
| Welch & Forbes LLC | 167,007 | $26.3M | 0.40% | +710+0.4% | Added |
| Argent Trust Co | 167,073 | $26.3M | 1.31% | −1,600−0.9% | Reduced |
| Brinker Capital Investments, LLC | 166,600 | $26.4M | 0.31% | −7,315−4.2% | Reduced |
| Orion Portfolio Solutions, LLC | 166,600 | $26.4M | 0.31% | −7,315−4.2% | Reduced |
| Tiaa Trust, National Association | 169,184 | $26.7M | 0.09% | +68,794+68.5% | Added |
| British Columbia Investment Management Corp | 170,406 | $26.9M | 0.22% | +35,639+26.4% | Added |
| Great West Life Assurance Co | 171,680 | $26.9M | 0.06% | +42,526+32.9% | Added |
| First Financial Bankshares Inc | 173,028 | $27.3M | 0.66% | +173,028 | New |
| Renaissance Technologies LLC | 178,100 | $28.1M | 0.04% | −299,200−62.7% | Reduced |
| Beacon Pointe Advisors, LLC | 179,553 | $28.3M | 0.34% | −33,517−15.7% | Reduced |
| Heritage Wealth Advisors | 179,718 | $28.3M | 1.41% | +201+0.1% | Added |
| Advisors Asset Management, Inc. | 179,803 | $28.3M | 0.58% | +4,145+2.4% | Added |
| United Services Automobile Association | 181,137 | $28.6M | 0.63% | +3,549+2.0% | Added |
| Simplex Trading, LLC | 181,161 | $28.6M | 0.89% | +143,162+376.8% | Added |
| Central Trust Co | 183,549 | $28.9M | 0.77% | −2,842−1.5% | Reduced |
| Xponance, Inc. | 184,275 | $29.1M | 0.35% | +7,745+4.4% | Added |
| Kornitzer Capital Management Inc | 185,063 | $29.2M | 0.57% | −4,067−2.2% | Reduced |
| Raymond James Trust N.A. | 186,365 | $29.4M | 0.78% | +2,137+1.2% | Added |
| Vestcor Inc | 187,127 | $29.5M | 1.00% | −347−0.2% | Reduced |
| KCM Investment Advisors LLC | 187,377 | $29.5M | 1.18% | +5,540+3.0% | Added |
| Adviser Investments LLC | 187,918 | $29.6M | 0.42% | +117,390+166.4% | Added |
| Delta Asset Management LLC | 188,232 | $29.7M | 2.83% | −2,940−1.5% | Reduced |
| State of Alaska, Department of Revenue | 189,911 | $29.9M | 0.36% | −14,065−6.9% | Reduced |
| Country Trust Bank | 192,510 | $30.3M | 0.84% | −16,876−8.1% | Reduced |
| Kestra Advisory Services, LLC | 193,531 | $30.5M | 0.25% | +39,267+25.5% | Added |
| Heritage Investors Management Corp | 194,506 | $30.7M | 1.16% | −2,589−1.3% | Reduced |
| Illinois Municipal Retirement Fund | 194,539 | $30.7M | 0.51% | −67,381−25.7% | Reduced |
| Cambridge Trust Co | 195,060 | $30.8M | 1.28% | +29,131+17.6% | Added |
| ING Groep NV | 195,313 | $30.8M | 0.25% | −374,799−65.7% | Reduced |
| Wafra Inc. | 196,542 | $31.0M | 1.82% | −138,428−41.3% | Reduced |
| CIBC Asset Management Inc | 196,853 | $31.0M | 0.12% | −8,840−4.3% | Reduced |
| Berkshire Asset Management LLC | 199,162 | $31.4M | 1.79% | +232+0.1% | Added |
| Mutual of America Capital Management LLC | 200,868 | $31.7M | 0.36% | −9,528−4.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 202,029 | $31.8M | 0.42% | −33,048−14.1% | Reduced |