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 7 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 |
|---|---|---|---|---|---|
| Verum Partners LLC | 1,702 | $268.3K | 0.11% | +23+1.4% | Added |
| Pinnacle Family Advisors, LLC | 1,705 | $268.9K | 0.16% | −87−4.9% | Reduced |
| Boyd Watterson Asset Management LLC | 1,707 | $269.1K | 0.11% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,711 | $269.7K | 0.07% | 00.0% | Unchanged |
| V2 Financial group LLC | 1,712 | $269.9K | 0.19% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,706 | $270.0K | 0.05% | +13+0.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,711 | $270.0K | 0.01% | −435−20.3% | Reduced |
| Philip James Wealth Mangement, LLC | 1,714 | $270.2K | 0.21% | +1,714 | New |
| Matrix Asset Advisors Inc | 1,715 | $270.4K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,716 | $270.5K | 0.13% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,719 | $271.0K | 0.07% | +400+30.3% | Added |
| A. D. Beadell Investment Counsel, Inc. | 1,720 | $271.0K | 0.26% | −120−6.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,709 | $271.0K | 0.18% | +7+0.4% | Added |
| Capital Advisors Wealth Management, LLC | 1,722 | $271.5K | 0.06% | +1,722 | New |
| Unique Wealth, LLC | 1,725 | $272.0K | 0.09% | −321−15.7% | Reduced |
| Carmel Capital Partners, LLC | 1,726 | $272.1K | 0.14% | +13+0.8% | Added |
| Montz Harcus Wealth Management LLC | 1,727 | $272.3K | 0.21% | +202+13.2% | Added |
| Centurion Wealth Management LLC | 1,733 | $273.2K | 0.12% | −60−3.3% | Reduced |
| Crown Wealth Group, LLC | 1,743 | $274.8K | 0.17% | −140−7.4% | Reduced |
| McDaniel Terry & Co | 1,742 | $275.0K | 0.03% | −300−14.7% | Reduced |
| Poehling Capital Management, LLC | 1,745 | $275.1K | 0.09% | +3+0.2% | Added |
| Bond & Devick Financial Network, Inc. | 1,747 | $275.4K | 0.16% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,752 | $276.2K | 0.04% | +30+1.7% | Added |
| Affinity Investment Advisors, LLC | 1,755 | $276.7K | 0.19% | +1,755 | New |
| Wheelhouse Advisory Group LLC | 1,756 | $276.9K | 0.24% | +1,756 | New |
| Ballew Advisors, Inc | 1,714 | $277.4K | 0.21% | +2+0.1% | Added |
| Financial Strategies Group, Inc. | 1,730 | $277.7K | 0.08% | −17−1.0% | Reduced |
| Hillsdale Investment Management Inc. | 1,762 | $277.8K | 0.02% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 1,765 | $278.3K | 0.08% | 00.0% | Unchanged |
| Norway Savings Bank | 1,766 | $278.4K | 0.12% | −25−1.4% | Reduced |
| Montis Financial, LLC | 1,766 | $278.4K | 0.17% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 1,767 | $278.6K | 0.22% | +1,767 | New |
| M3 Advisory Group, LLC | 1,767 | $278.6K | 0.33% | +1,767 | New |
| Lockerman Financial Group, Inc. | 1,769 | $278.9K | 0.64% | +54+3.1% | Added |
| Birchcreek Wealth Management, LLC | 1,772 | $279.4K | 0.17% | −6−0.3% | Reduced |
| Cambridge Financial Group, LLC | 1,776 | $280.0K | 0.15% | +1,776 | New |
| Pine Harbor Wealth Management, LLC | 1,781 | $280.8K | 0.21% | +1,781 | New |
| Lodestone Wealth Management LLC | 1,785 | $281.4K | 0.16% | +2+0.1% | Added |
| Family Asset Management, LLC | 1,793 | $282.7K | 0.19% | 00.0% | Unchanged |
| Rogco, LP | 1,793 | $282.7K | 0.12% | +945+111.4% | Added |
| Semmax Financial Advisors Inc. | 1,672 | $282.8K | 0.10% | +1,419+560.9% | Added |
| NCM Capital Management, LLC | 1,797 | $283.3K | 0.17% | −50−2.7% | Reduced |
| First Trust Investment Solutions L.P. | 1,799 | $283.6K | 0.06% | +1,799 | New |
| Family Investment Center, Inc. | 1,800 | $283.7K | 0.14% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,802 | $284.1K | 0.20% | −9−0.5% | Reduced |
| CCG Wealth Management, LLC | 1,802 | $284.1K | 0.19% | −1,068−37.2% | Reduced |
| Hanlon Investment Management, Inc. | 1,806 | $284.7K | 0.09% | +22+1.2% | Added |
| Stordahl Capital Management, Inc. | 1,814 | $286.0K | 0.08% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,825 | $287.7K | 0.15% | −71−3.7% | Reduced |
| German American Bancorp, Inc. | 1,831 | $288.7K | 0.04% | +119+7.0% | Added |
| Redwood Financial Network Corp | 1,833 | $289.0K | 0.28% | −28−1.5% | Reduced |
| Pegasus Partners Ltd. | 1,834 | $289.1K | 0.03% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,834 | $289.1K | 0.06% | +4+0.2% | Added |
| Prosperity Wealth Management, Inc. | 1,842 | $290.3K | 0.19% | −1,539−45.5% | Reduced |
| BCS Wealth Management | 1,845 | $291.0K | 0.11% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 1,848 | $291.3K | 0.07% | +21+1.1% | Added |
| Onyx Bridge Wealth Group LLC | 1,851 | $291.9K | 0.06% | −130−6.6% | Reduced |
| Meridian Wealth Partners, LLC | 1,852 | $291.9K | 0.06% | −50−2.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,853 | $292.2K | 0.02% | −185−9.1% | Reduced |
| CAP Partners, LLC | 1,866 | $294.1K | 0.29% | +1,866 | New |
| Commons Capital, LLC | 1,876 | $295.7K | 0.47% | 00.0% | Unchanged |
| Garda Capital Partners LP | 1,876 | $295.8K | 0.15% | +1,876 | New |
| Balboa Wealth Partners | 1,879 | $296.2K | 0.10% | −64−3.3% | Reduced |
| Mayflower Financial Advisors, LLC | 1,880 | $296.3K | 0.04% | −35−1.8% | Reduced |
| Amplius Wealth Advisors, LLC | 1,882 | $296.7K | 0.04% | +11+0.6% | Added |
| West Paces Advisors Inc. | 1,891 | $298.1K | 0.08% | +27+1.4% | Added |
| Western Pacific Wealth Management, LP | 1,892 | $298.3K | 0.22% | +88+4.9% | Added |
| Drake & Associates, LLC | 1,892 | $298.3K | 0.12% | +1,892 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,897 | $299.1K | 0.22% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,904 | $300.1K | 0.23% | +1,904 | New |
| Objective Capital Management, LLC | 1,905 | $300.3K | 0.23% | −107−5.3% | Reduced |
| Tillman Hartley LLC | 1,907 | $300.6K | 0.11% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 1,914 | $301.7K | 0.03% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 1,918 | $302.0K | 0.14% | 00.0% | Unchanged |
| NinePointTwo Capital | 1,921 | $302.0K | 0.12% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 1,917 | $302.2K | 0.30% | +1,917 | New |
| Braun-Bostich & Associates Inc. | 1,917 | $302.2K | 0.27% | +1,917 | New |
| Summitry LLC | 1,918 | $302.4K | 0.02% | +24+1.3% | Added |
| Fortis Group Advisors, LLC | 2,053 | $302.7K | 0.07% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,855 | $302.8K | 0.36% | +140+8.2% | Added |
| Seaside Wealth Management, Inc. | 1,921 | $302.8K | 0.14% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 1,922 | $303.0K | 0.30% | +1,922 | New |
| Opal Wealth Advisors, LLC | 1,924 | $303.3K | 0.12% | −181−8.6% | Reduced |
| Avaii Wealth Management, LLC | 1,924 | $303.3K | 0.20% | +16+0.8% | Added |
| Baron Wealth Management LLC | 1,924 | $303.3K | 0.17% | +55+2.9% | Added |
| Lauterbach Financial Advisors, LLC | 1,925 | $303.5K | 0.21% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,937 | $305.0K | 0.04% | −6−0.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,938 | $305.5K | 0.05% | +453+30.5% | Added |
| Columbia Trust Co 01012016 | 1,939 | $305.7K | 0.14% | +135+7.5% | Added |
| Claris Advisors, LLC | 1,940 | $305.8K | 0.17% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,942 | $306.2K | 0.11% | −66−3.3% | Reduced |
| Thrive Wealth Management, LLC | 1,943 | $306.3K | 0.07% | −88−4.3% | Reduced |
| MBA Advisors LLC | 1,946 | $306.7K | 0.17% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,957 | $308.5K | 0.08% | −14−0.7% | Reduced |
| Resonant Capital Advisors, LLC | 1,950 | $308.5K | 0.03% | +24+1.2% | Added |
| Wealth Group Ltd | 1,820 | $309.1K | 0.10% | +1,820 | New |
| ForthRight Wealth Management, LLC | 1,962 | $309.3K | 0.12% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,963 | $309.4K | 0.14% | +1,963 | New |
| GM Advisory Group, Inc. | 1,964 | $309.6K | 0.02% | +10+0.5% | Added |
| Schmidt P J Investment Management Inc | 1,889 | $310.4K | 0.06% | +223+13.4% | Added |