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 |
|---|---|---|---|---|---|
| Oceanside Advisors LLC | 1,483 | $233.8K | 0.21% | +1,483 | New |
| Garden State Investment Advisory Services LLC | 1,482 | $234.3K | 0.10% | +145+10.8% | Added |
| Green Harvest Asset Management LLC | 1,490 | $234.9K | 0.01% | +1,490 | New |
| Seascape Capital Management | 1,492 | $235.0K | 0.10% | −74−4.7% | Reduced |
| Sawyer & Company, Inc | 1,492 | $235.0K | 0.10% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 1,492 | $235.2K | 0.68% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,494 | $235.5K | 0.01% | −37−2.4% | Reduced |
| SilverOak Wealth Management LLC | 1,494 | $235.5K | 0.06% | +1,494 | New |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $236.0K | 0.02% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 1,498 | $236.2K | 0.23% | +1,498 | New |
| KLCM Advisors, Inc. | 1,498 | $236.2K | 0.04% | +42+2.9% | Added |
| Huber Capital Management LLC | 1,500 | $236.5K | 0.06% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 1,500 | $236.5K | 0.09% | +1,500 | New |
| Key Financial Inc | 1,501 | $236.6K | 0.06% | −87−5.5% | Reduced |
| Core Wealth Advisors, Inc. | 1,501 | $236.6K | 0.09% | +420+38.9% | Added |
| Merrion Investment Management Co, LLC | 1,500 | $237.3K | 0.19% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 1,515 | $238.0K | 0.06% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,517 | $239.2K | 0.13% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,518 | $239.3K | 0.05% | −151−9.0% | Reduced |
| BCJ Capital Management, LLC | 1,519 | $239.4K | 0.02% | +40+2.7% | Added |
| Beacon Investment Advisory Services, Inc. | 1,526 | $240.6K | 0.01% | −2,867−65.3% | Reduced |
| Gateway Wealth Partners, LLC | 1,533 | $241.6K | 0.10% | −753−32.9% | Reduced |
| Heartwood Wealth Advisors LLC | 1,534 | $241.8K | 0.03% | +166+12.1% | Added |
| River Wealth Advisors LLC | 1,534 | $241.9K | 0.04% | −592−27.8% | Reduced |
| HBW Advisory Services LLC | 1,533 | $242.0K | 0.05% | −36−2.3% | Reduced |
| Hoxton Planning & Management, LLC | 1,533 | $242.0K | 0.13% | +1+0.1% | Added |
| Shoker Investment Counsel, Inc. | 1,538 | $242.6K | 0.09% | +200+14.9% | Added |
| ETF Portfolio Partners, Inc. | 1,539 | $242.6K | 0.08% | +1,539 | New |
| Affinity Capital Advisors, LLC | 1,546 | $243.7K | 0.06% | +33+2.2% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,546 | $243.7K | 0.28% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,547 | $243.8K | 0.33% | +168+12.2% | Added |
| waypoint wealth counsel | 1,547 | $243.9K | 0.21% | +42+2.8% | Added |
| Wellspring Financial Advisors, LLC | 1,550 | $244.3K | 0.06% | +226+17.1% | Added |
| Broderick Brian C | 1,550 | $244.4K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,550 | $244.4K | 0.04% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1,550 | $244.8K | 0.19% | +1,550 | New |
| Round Rock Advisors, LLC | 1,553 | $244.8K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16,751 | $244.9K | 0.05% | −107−0.6% | Reduced |
| Hemington Wealth Management | 1,553 | $245.0K | 0.09% | +99+6.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,555 | $245.1K | 0.07% | −657−29.7% | Reduced |
| Hiley Hunt Wealth Management | 1,560 | $245.9K | 0.18% | +1,560 | New |
| Thrive Capital Management, LLC | 1,561 | $246.1K | 0.13% | +266+20.5% | Added |
| Lyell Wealth Management, LP | 1,562 | $246.2K | 0.03% | +35+2.3% | Added |
| Firestone Capital Management | 1,563 | $246.4K | 0.08% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 1,566 | $246.9K | 0.24% | +1,566 | New |
| Emergent Wealth Advisors, LLC | 1,567 | $247.1K | 0.23% | +1,567 | New |
| Willow Creek Wealth Management Inc. | 1,568 | $247.2K | 0.03% | −346−18.1% | Reduced |
| Facet Wealth, Inc. | 1,456 | $247.3K | 0.01% | +1,456 | New |
| Riverview Trust Co | 1,572 | $247.8K | 0.25% | +100+6.8% | Added |
| Southland Equity Partners LLC | 1,573 | $247.9K | 0.08% | −265−14.4% | Reduced |
| Richard P Slaughter Associates Inc | 1,574 | $248.1K | 0.06% | +93+6.3% | Added |
| Clean Yield Group | 1,575 | $248.3K | 0.10% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,577 | $248.6K | 0.10% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 4,733 | $248.7K | 0.05% | +4,733 | New |
| Gateway Advisory, LLC | 1,578 | $248.8K | 0.05% | −65−4.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,584 | $249.7K | 0.09% | −306−16.2% | Reduced |
| Atlas Wealth LLC | 1,563 | $250.0K | 0.14% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,586 | $250.0K | 0.09% | −100−5.9% | Reduced |
| Schulz Wealth, LTD. | 1,587 | $250.2K | 0.24% | +1,587 | New |
| Renaissance Investment Group LLC | 1,588 | $250.3K | 0.06% | −231−12.7% | Reduced |
| Geller Advisors LLC | 1,586 | $251.0K | 0.02% | −33−2.0% | Reduced |
| Mokosak Advisory Group, LLC | 1,598 | $252.1K | 0.09% | −148−8.5% | Reduced |
| DCM Advisors, LLC | 1,600 | $252.2K | 0.09% | +1,600 | New |
| Sierra Summit Advisors LLC | 1,600 | $252.2K | 0.07% | +1,600 | New |
| Elevatus Welath Management | 1,601 | $252.4K | 0.11% | +1,601 | New |
| ETF Store, Inc. | 1,607 | $253.3K | 0.16% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,607 | $253.3K | 0.17% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,605 | $253.4K | 0.03% | −51−3.1% | Reduced |
| Northeast Financial Consultants Inc | 1,610 | $253.8K | 0.01% | −458−22.1% | Reduced |
| WPWealth LLP | 1,610 | $253.9K | 0.08% | +1+0.1% | Added |
| Marks Group Wealth Management, Inc | 1,615 | $254.6K | 0.03% | +182+12.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,616 | $254.8K | 0.06% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,617 | $254.9K | 0.00% | +129+8.7% | Added |
| InTrack Investment Management Inc | 1,617 | $254.9K | 0.19% | +1,617 | New |
| Vishria Bird Financial Group, LLC | 1,616 | $255.0K | 0.12% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,615 | $255.5K | 0.18% | 00.0% | Unchanged |
| Eagle Strategies LLC | 1,622 | $255.7K | 0.05% | +35+2.2% | Added |
| Davidson Trust Co | 1,623 | $255.9K | 0.17% | +37+2.3% | Added |
| Pine Haven Investment Counsel, Inc | 1,625 | $256.2K | 0.24% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 1,631 | $257.1K | 0.09% | −88−5.1% | Reduced |
| Terril Brothers, Inc. | 1,633 | $257.4K | 0.09% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,636 | $257.9K | 0.17% | +61+3.9% | Added |
| Mezzasalma Advisors, LLC | 1,643 | $259.0K | 0.14% | −319−16.3% | Reduced |
| Horst & Graben Wealth Management LLC | 1,646 | $259.5K | 0.06% | −935−36.2% | Reduced |
| Vista Wealth Management Group, LLC | 1,647 | $259.7K | 0.02% | −21−1.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,658 | $261.4K | 0.18% | −627−27.4% | Reduced |
| Intrepid Financial Planning Group LLC | 1,667 | $262.8K | 0.13% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,670 | $263.3K | 0.02% | −435−20.7% | Reduced |
| Schoolcraft Capital LLC | 1,673 | $263.7K | 0.07% | −104−5.9% | Reduced |
| Berkeley Capital Partners, LLC | 1,674 | $263.9K | 0.09% | −2−0.1% | Reduced |
| Keener Financial Planning LLC | 1,675 | $264.0K | 0.20% | +1,675 | New |
| Cassia Capital Partners, LLC | 1,677 | $264.4K | 0.22% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,564 | $264.8K | 0.13% | −341−17.9% | Reduced |
| Financial Management Professionals, Inc. | 1,678 | $265.0K | 0.04% | −427−20.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,675 | $265.0K | 0.12% | −14−0.8% | Reduced |
| Retirement Investment Advisors, Inc. | 1,683 | $265.3K | 0.04% | −1,683−50.0% | Reduced |
| Lion Street Advisors, LLC | 1,689 | $266.3K | 0.11% | −493−22.6% | Reduced |
| Versant Capital Management, Inc | 1,692 | $266.7K | 0.08% | −32−1.9% | Reduced |
| Ellevest, Inc. | 1,692 | $266.8K | 0.02% | +38+2.3% | Added |
| Lloyd Advisory Services, LLC. | 1,696 | $267.3K | 0.13% | −3,769−69.0% | Reduced |