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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia Trust Co | 1,970 | $310.6K | 0.03% | −164−7.7% | Reduced |
| Family Wealth Group, LLC | 1,972 | $310.9K | 0.39% | +1,972 | New |
| Owen LaRue, LLC | 1,985 | $312.9K | 0.30% | −2,623−56.9% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,990 | $313.7K | 0.15% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,993 | $314.2K | 0.39% | 00.0% | Unchanged |
| M. Kraus & Co | 1,996 | $314.7K | 0.10% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,000 | $315.0K | 0.22% | +1,000+100.0% | Added |
| Engrave Wealth Partners LLC | 2,000 | $315.3K | 0.09% | −104−4.9% | Reduced |
| Evergreen Wealth Management, LLC | 2,000 | $315.3K | 0.23% | −35−1.7% | Reduced |
| Eight 31 Financial LLC | 2,000 | $315.3K | 0.19% | +2,000 | New |
| Grey Street Capital, LLC | 1,995 | $315.6K | 0.15% | +16+0.8% | Added |
| Alera Investment Advisors, LLC | 2,003 | $315.8K | 0.04% | +12+0.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,998 | $316.1K | 0.19% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,008 | $316.5K | 0.35% | −30−1.5% | Reduced |
| CKW Financial Group | 2,019 | $318.0K | 0.04% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,020 | $318.0K | 0.29% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 2,020 | $318.5K | 0.06% | +6+0.3% | Added |
| SFG Wealth Management, LLC. | 2,023 | $318.9K | 0.21% | +50+2.5% | Added |
| Financial Advisors Network, Inc. | 2,024 | $319.1K | 0.06% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 2,025 | $319.2K | 0.11% | −10.0% | Reduced |
| Pettinga Financial Advisors, LLC | 2,028 | $319.7K | 0.09% | +252+14.2% | Added |
| Gibson Capital, LLC | 2,035 | $320.8K | 0.08% | +12+0.6% | Added |
| Granite Harbor Advisors, Inc. | 2,035 | $320.8K | 0.24% | +126+6.6% | Added |
| Partners in Financial Planning | 2,036 | $321.0K | 0.08% | −155−7.1% | Reduced |
| Zega Financial, LLC | 2,038 | $321.3K | 0.13% | +2,038 | New |
| Beacon Financial Advisory LLC | 2,039 | $321.4K | 0.15% | +70+3.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,041 | $321.8K | 0.03% | +3+0.1% | Added |
| Fortress Wealth Group, LLC | 2,035 | $322.0K | 0.19% | 00.0% | Unchanged |
| Univest Financial Corp | 2,043 | $322.1K | 0.10% | −60−2.9% | Reduced |
| Fidelity D & D Bancorp Inc | 2,044 | $322.2K | 0.25% | −80−3.8% | Reduced |
| Planning Center, Inc. | 2,046 | $322.6K | 0.07% | +80+4.1% | Added |
| Echo45 Advisors LLC | 2,047 | $322.7K | 0.25% | +90+4.6% | Added |
| Novak & Powell Financial Services, Inc. | 2,048 | $322.9K | 0.22% | +2,048 | New |
| Pallas Capital Advisors LLC | 2,050 | $323.1K | 0.02% | +55+2.8% | Added |
| Inspire Advisors, LLC | 2,051 | $323.4K | 0.05% | −124−5.7% | Reduced |
| LWMG, LLC | 2,051 | $323.4K | 0.08% | +66+3.3% | Added |
| Synergy Financial Management, LLC | 2,051 | $323.4K | 0.06% | −18−0.9% | Reduced |
| Global X Japan Co., Ltd. | 2,054 | $323.8K | 0.18% | +2,054 | New |
| Hummer Financial Advisory Services Inc | 2,055 | $325.1K | 0.30% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 2,063 | $325.2K | 0.09% | +79+4.0% | Added |
| JNBA Financial Advisors | 2,065 | $325.5K | 0.04% | −140−6.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,069 | $326.2K | 0.27% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 2,075 | $327.2K | 0.16% | −10.0% | Reduced |
| Arista Wealth Management, LLC | 2,082 | $328.3K | 0.12% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 2,092 | $329.7K | 0.20% | +2,092 | New |
| Evermay Wealth Management LLC | 2,087 | $330.0K | 0.06% | +20+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 2,094 | $330.1K | 0.03% | −331−13.6% | Reduced |
| Kure Advisory, LLC | 2,099 | $330.9K | 0.17% | +20+1.0% | Added |
| Scholtz & Company, LLC | 2,100 | $331.0K | 0.16% | +2,100 | New |
| Indie Asset Partners, LLC | 2,101 | $331.2K | 0.30% | 00.0% | Unchanged |
| Private Client Services, LLC | 2,102 | $331.4K | 0.27% | +2,102 | New |
| Glass Jacobson Investment Advisors llc | 2,104 | $331.6K | 0.14% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,104 | $331.8K | 0.10% | −65−3.0% | Reduced |
| Aua Capital Management, LLC | 2,106 | $332.0K | 0.21% | +72+3.5% | Added |
| Ewa, LLC | 1,962 | $332.8K | 0.16% | +203+11.5% | Added |
| Capstone Wealth Management Group, LLC | 2,112 | $332.9K | 0.31% | −131−5.8% | Reduced |
| Insight Folios Inc | 2,112 | $332.9K | 0.14% | −37−1.7% | Reduced |
| Phillips Financial Management, LLC | 2,118 | $333.9K | 0.03% | +144+7.3% | Added |
| Gemmer Asset Management LLC | 2,122 | $334.5K | 0.04% | −293−12.1% | Reduced |
| Quantum Financial Advisors, LLC | 2,123 | $334.7K | 0.08% | −672−24.0% | Reduced |
| Centerpoint Advisors, LLC | 2,125 | $335.0K | 0.13% | −109−4.9% | Reduced |
| Rollins Financial Advisors, LLC | 2,131 | $336.0K | 0.07% | +2,131 | New |
| Sunflower Bank, N.A. | 2,133 | $336.3K | 0.08% | +517+32.0% | Added |
| Channel Wealth LLC | 2,138 | $337.1K | 0.16% | +2,138 | New |
| Aprio Wealth Management, LLC | 2,139 | $337.2K | 0.08% | −229−9.7% | Reduced |
| Sovereign Financial Group, Inc. | 2,141 | $337.5K | 0.10% | +19+0.9% | Added |
| Oakwell Private Wealth Management, LLC | 2,142 | $337.7K | 0.12% | +40+1.9% | Added |
| Koss-Olinger Consulting, LLC | 2,145 | $338.0K | 0.03% | +8+0.4% | Added |
| Curi Capital | 2,145 | $338.2K | 0.05% | −319−12.9% | Reduced |
| Brown Miller Wealth Management, LLC | 2,147 | $338.5K | 0.17% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,151 | $339.2K | 0.16% | −300−12.2% | Reduced |
| Williamson Legacy Group, LLC | 2,153 | $339.4K | 0.31% | +2,153 | New |
| Coppell Advisory Solutions LLC | 2,155 | $339.7K | 0.07% | +1,354+169.0% | Added |
| LJI Wealth Management, LLC | 2,158 | $340.2K | 0.09% | +130+6.4% | Added |
| Fort, L.P. | 2,166 | $341.5K | 0.84% | −202−8.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,167 | $341.6K | 0.07% | 00.0% | Unchanged |
| Triumph Capital Management | 2,160 | $341.8K | 0.15% | +2,160 | New |
| Tower Wealth Partners, Inc. | 2,173 | $342.6K | 0.24% | +470+27.6% | Added |
| Bernardo Wealth Planning LLC | 2,176 | $343.1K | 0.11% | +25+1.2% | Added |
| Slagle Financial, LLC | 4,352 | $343.3K | 0.20% | +2,154+98.0% | Added |
| Stephens Consulting, LLC | 2,182 | $344.1K | 0.12% | −73−3.2% | Reduced |
| Banco BTG Pactual S.A. | 2,187 | $344.6K | 0.08% | +753+52.5% | Added |
| Northside Capital Management, LLC | 2,186 | $344.6K | 0.11% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,190 | $345.3K | 0.13% | −58−2.6% | Reduced |
| Cannon Financial Strategists, Inc. | 2,190 | $345.3K | 0.07% | −46−2.1% | Reduced |
| Paulson Wealth Management Inc. | 2,201 | $347.0K | 0.11% | −10−0.5% | Reduced |
| Arcataur Capital Management LLC | 2,207 | $347.9K | 0.13% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,206 | $348.2K | 0.05% | −580−20.8% | Reduced |
| Paragon Capital Management LLC | 2,220 | $350.0K | 0.20% | −127−5.4% | Reduced |
| Guyasuta Investment Advisors Inc | 2,222 | $350.3K | 0.03% | +50+2.3% | Added |
| Michael S. Ryan, Inc. | 2,226 | $350.9K | 0.29% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 2,229 | $351.4K | 0.14% | −27−1.2% | Reduced |
| Private Capital Management, LLC | 2,244 | $353.8K | 0.04% | +175+8.5% | Added |
| Garrett Wealth Advisory Group, LLC | 2,244 | $353.8K | 0.15% | −50−2.2% | Reduced |
| Bank Hapoalim BM | 2,243 | $354.0K | 0.05% | −503−18.3% | Reduced |
| Van Strum & Towne Inc. | 2,247 | $354.2K | 0.14% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,262 | $356.6K | 0.02% | +35+1.6% | Added |
| American Institute for Advanced Investment Management, LLP | 2,265 | $357.1K | 0.32% | −125−5.2% | Reduced |
| Hamilton Capital, LLC | 2,271 | $358.0K | 0.03% | −1,767−43.8% | Reduced |
| Accent Capital Management, LLC | 2,280 | $359.4K | 0.28% | +2,280 | New |