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; 4,426 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
- 3,091
- +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
- 1,162 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Correct Capital Wealth Management | 1,272 | $200.5K | 0.05% | +1,272 | New |
| Provident Investment Management, Inc. | 1,275 | $201.0K | 0.02% | −1,521−54.4% | Reduced |
| Searcy Financial Services Inc | 1,277 | $201.4K | 0.11% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 1,278 | $201.5K | 0.15% | +1,278 | New |
| Palumbo Wealth Management LLC | 1,278 | $201.5K | 0.10% | −163−11.3% | Reduced |
| New England Professional Planning Group Inc. | 1,282 | $202.1K | 0.11% | +4+0.3% | Added |
| Charles Schwab Investment Advisory, Inc. | 1,293 | $203.9K | 0.00% | −65−4.8% | Reduced |
| Total Investment Management Inc | 1,294 | $204.0K | 0.03% | +1,294 | New |
| GSG Advisors LLC | 1,281 | $204.1K | 0.08% | +1,281 | New |
| WP Advisors, LLC | 1,297 | $204.5K | 0.08% | −526−28.9% | Reduced |
| Waypoint Capital Advisors, LLC | 1,298 | $204.6K | 0.06% | +1,298 | New |
| Kennedy Investment Group | 1,299 | $204.7K | 0.11% | +1,299 | New |
| Private Capital Management LLC | 1,299 | $204.8K | 0.05% | −277−17.6% | Reduced |
| Acima Private Wealth, LLC | 1,300 | $204.9K | 0.08% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,301 | $205.1K | 0.15% | +1,301 | New |
| Alaethes Wealth LLC | 1,302 | $205.3K | 0.10% | +26+2.0% | Added |
| Sendero Wealth Management, LLC | 1,303 | $205.4K | 0.04% | +2+0.2% | Added |
| Marietta Investment Partners LLC | 1,305 | $205.7K | 0.05% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 1,305 | $205.8K | 0.05% | +51+4.1% | Added |
| Cedar Brook Financial Partners, LLC | 1,279 | $206.0K | 0.05% | −26−2.0% | Reduced |
| V-Square Quantitative Management LLC | 1,307 | $206.0K | 0.05% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 1,310 | $206.6K | 0.14% | +53+4.2% | Added |
| Strategic Investment Advisors | 1,311 | $206.7K | 0.03% | −116−8.1% | Reduced |
| Family Firm, Inc. | 1,313 | $207.0K | 0.05% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,317 | $207.6K | 0.19% | +1,317 | New |
| New Millennium Group LLC | 1,321 | $208.3K | 0.18% | −132−9.1% | Reduced |
| Meixler Investment Management, Ltd. | 1,324 | $208.7K | 0.17% | −503−27.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,325 | $208.9K | 0.06% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,327 | $209.3K | 0.06% | 00.0% | Unchanged |
| National Philanthropic Trust | 1,330 | $209.7K | 0.01% | +1,330 | New |
| Pacitti Group Inc. | 1,332 | $210.2K | 0.13% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 1,336 | $210.6K | 0.07% | 00.0% | Unchanged |
| RNC Capital Management LLC | 1,338 | $210.9K | 0.01% | −2−0.1% | Reduced |
| Court Place Advisors, LLC | 1,339 | $211.0K | 0.07% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 1,339 | $211.1K | 0.18% | +34+2.6% | Added |
| IMZ Advisory Inc | 1,243 | $211.7K | 0.11% | +1,243 | New |
| Towercrest Capital Management | 1,345 | $212.0K | 0.04% | +26+2.0% | Added |
| TAP Consulting, LLC | 1,349 | $212.7K | 0.05% | −364−21.2% | Reduced |
| Flaharty Asset Management, LLC | 1,350 | $212.9K | 0.03% | −33−2.4% | Reduced |
| LGL Partners, LLC | 1,353 | $213.3K | 0.03% | −284−17.3% | Reduced |
| Capital Performance Advisors LLP | 1,354 | $213.5K | 0.09% | +96+7.6% | Added |
| Moss Adams Wealth Advisors LLC | 1,350 | $213.6K | 0.04% | +97+7.7% | Added |
| Coulter & Justus Financial Services, LLC | 1,361 | $214.6K | 0.15% | +10+0.7% | Added |
| Wilkins Investment Counsel Inc | 1,362 | $214.7K | 0.05% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,363 | $214.9K | 0.13% | −135−9.0% | Reduced |
| Vance Wealth, Inc. | 1,366 | $215.3K | 0.09% | +6+0.4% | Added |
| Reliant Investment Management, LLC | 1,367 | $215.5K | 0.11% | +34+2.6% | Added |
| Strategic Financial Concepts, LLC | 1,375 | $216.8K | 0.13% | −4,769−77.6% | Reduced |
| Arcus Capital Partners, LLC | 1,378 | $217.3K | 0.08% | −255−15.6% | Reduced |
| Parkside Advisors LLC | 1,386 | $219.3K | 0.06% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 1,395 | $219.8K | 0.05% | −1,141−45.0% | Reduced |
| SNS Financial Group, LLC | 1,390 | $219.9K | 0.03% | +46+3.4% | Added |
| Wagner Wealth Management, LLC | 1,396 | $220.0K | 0.07% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,398 | $220.3K | 0.09% | +1,398 | New |
| Clarkston Capital Partners, LLC | 1,398 | $220.4K | 0.00% | 00.0% | Unchanged |
| F/M Investments LLC | 1,399 | $220.6K | 0.13% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,400 | $220.7K | 0.01% | −1,383−49.7% | Reduced |
| Armbruster Capital Management, Inc. | 1,400 | $220.7K | 0.05% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 1,400 | $221.0K | 0.01% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,400 | $221.0K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,403 | $221.0K | 0.00% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 1,404 | $221.2K | 0.19% | +17+1.2% | Added |
| PCA Investment Advisory Services Inc. | 1,408 | $221.9K | 0.15% | −20−1.4% | Reduced |
| Aire Advisors, LLC | 1,408 | $222.2K | 0.06% | −1,812−56.3% | Reduced |
| Financial Freedom, LLC | 1,412 | $222.5K | 0.14% | −17−1.2% | Reduced |
| Blankinship & Foster, LLC | 1,418 | $223.5K | 0.06% | +1,418 | New |
| Latitude Advisors, LLC | 1,419 | $223.7K | 0.16% | −77−5.1% | Reduced |
| Virtus Investment Advisers, Inc. | 1,425 | $224.7K | 0.17% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 1,426 | $224.8K | 0.02% | −50−3.4% | Reduced |
| Maia Wealth LLC | 1,433 | $225.9K | 0.09% | +1,433 | New |
| SS&H Financial Advisors, Inc. | 1,436 | $226.0K | 0.10% | −29−2.0% | Reduced |
| Ategra Capital Management, LLC | 1,436 | $226.4K | 0.10% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,436 | $226.4K | 0.04% | −2−0.1% | Reduced |
| Financial Sense Advisors, Inc. | 1,440 | $227.0K | 0.09% | −50−3.4% | Reduced |
| Savvy Advisors, Inc. | 1,443 | $227.5K | 0.22% | +1,443 | New |
| Morton Community Bank | 1,444 | $227.6K | 0.07% | +1,444 | New |
| SRS Capital Advisors, Inc. | 1,446 | $227.9K | 0.03% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 1,450 | $228.6K | 0.02% | −9−0.6% | Reduced |
| Future Financial Wealth Managment LLC | 1,450 | $228.6K | 0.23% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 1,450 | $228.6K | 0.11% | +27+1.9% | Added |
| Transform Wealth, LLC | 1,445 | $228.6K | 0.02% | −84−5.5% | Reduced |
| Allegheny Financial Group LTD | 1,452 | $228.9K | 0.07% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 1,453 | $229.1K | 0.05% | +105+7.8% | Added |
| Financial Advisors, LLC | 1,457 | $229.7K | 0.05% | −156−9.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,458 | $229.8K | 0.13% | +1,458 | New |
| First National Bank Sioux Falls | 1,458 | $229.9K | 0.12% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,460 | $230.1K | 0.10% | −518−26.2% | Reduced |
| Collaborative Wealth Managment Inc. | 1,464 | $230.7K | 0.12% | −135−8.4% | Reduced |
| Emfo, LLC | 1,466 | $231.1K | 0.22% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,466 | $231.1K | 0.01% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 1,468 | $231.4K | 0.03% | −5,068−77.5% | Reduced |
| JBR Co Financial Management Inc | 1,469 | $231.6K | 0.22% | +1,469 | New |
| Conservest Capital Advisors, Inc. | 1,469 | $231.6K | 0.02% | 00.0% | Unchanged |
| Gordian Advisors LLC | 1,470 | $231.7K | 0.23% | +1,470 | New |
| Dominguez Wealth Management Solutions, Inc. | 1,473 | $232.1K | 0.19% | −111−7.0% | Reduced |
| Abel Hall, LLC | 1,476 | $232.7K | 0.20% | +1,476 | New |
| Financial Network Wealth Advisors LLC | 1,477 | $232.8K | 0.25% | +1,477 | New |
| West Wealth Group, LLC | 1,477 | $232.9K | 0.09% | −227−13.3% | Reduced |
| Trilogy Capital Inc. | 1,478 | $233.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,824 | $233.5K | 0.01% | +3,824 | New |