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 |
|---|---|---|---|---|---|
| Arden Trust Co | 2,280 | $359.4K | 0.05% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,282 | $359.8K | 0.06% | −1,744−43.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,138 | $360.6K | 0.26% | +327+18.1% | Added |
| ERn Financial, LLC | 2,221 | $362.5K | 0.07% | +3+0.1% | Added |
| Sittner & Nelson, LLC | 2,306 | $363.5K | 0.19% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,308 | $363.9K | 0.03% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,309 | $364.1K | 0.32% | +277+13.6% | Added |
| Mechanics Financial Corp | 2,310 | $364.2K | 0.21% | +2,310 | New |
| Meritas Wealth Management, LLC | 2,312 | $364.5K | 0.27% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,316 | $365.1K | 0.08% | 00.0% | Unchanged |
| 25 LLC | 2,328 | $367.1K | 0.19% | +2,328 | New |
| M&R Capital Management Inc | 2,331 | $367.5K | 0.09% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,279 | $367.5K | 0.32% | −984−30.2% | Reduced |
| Tufton Capital Management | 2,332 | $367.6K | 0.08% | −65−2.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,333 | $367.8K | 0.10% | +300+14.8% | Added |
| DDFG, Inc | 2,333 | $367.8K | 0.12% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2,335 | $368.1K | 0.12% | +2,335 | New |
| Holland Advisory Services, Inc. | 2,335 | $368.2K | 0.42% | +156+7.2% | Added |
| Demars Financial Group, LLC | 2,336 | $368.2K | 0.20% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,336 | $368.3K | 0.02% | −3,133−57.3% | Reduced |
| Northwest Financial Advisors | 2,353 | $370.9K | 0.32% | +2,353 | New |
| 49 Wealth Management, LLC | 2,354 | $371.1K | 0.10% | +2,354 | New |
| Concentric Wealth Management, LLC | 2,355 | $371.3K | 0.11% | +214+10.0% | Added |
| MPS Loria Financial Planners, LLC | 2,366 | $373.0K | 0.13% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,367 | $373.2K | 0.09% | +115+5.1% | Added |
| Gallacher Capital Management LLC | 2,371 | $373.7K | 0.21% | −62−2.5% | Reduced |
| AXS Investments LLC | 2,373 | $374.1K | 0.09% | −250−9.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,374 | $374.3K | 0.16% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 2,376 | $374.6K | 0.06% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,376 | $374.6K | 0.01% | +135+6.0% | Added |
| Blossom Wealth Management | 2,380 | $375.2K | 1.01% | −55−2.3% | Reduced |
| Advance Capital Management, Inc. | 2,390 | $376.9K | 0.03% | +45+1.9% | Added |
| Swisher Financial Concepts, Inc. | 2,337 | $377.0K | 0.36% | +2,337 | New |
| Cross Staff Investments Inc | 2,395 | $377.6K | 0.33% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 2,398 | $378.1K | 0.15% | +273+12.8% | Added |
| Live Oak Investment Partners | – | $378.2K | 0.35% | – | – |
| Wealth Dimensions Group, Ltd. | 2,411 | $380.0K | 0.12% | −295−10.9% | Reduced |
| Cedrus LLC | 2,412 | $380.3K | 0.24% | +171+7.6% | Added |
| New Republic Capital, LLC | 2,407 | $380.6K | 0.27% | +254+11.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 2,414 | $381.0K | 0.18% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 2,417 | $381.0K | 0.04% | +16+0.7% | Added |
| 1620 Investment Advisors, Inc. | 2,421 | $381.7K | 0.42% | +35+1.5% | Added |
| Levy Wealth Management Group, LLC | 2,423 | $382.0K | 0.11% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 2,425 | $382.3K | 0.30% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,405 | $383.1K | 0.07% | +184+8.3% | Added |
| Keystone Wealth Services, LLC | 2,432 | $383.4K | 0.13% | −601−19.8% | Reduced |
| Iron Financial, LLC | 2,433 | $383.5K | 0.22% | −45−1.8% | Reduced |
| Cottonwood Capital Advisors, LLC | 2,433 | $383.7K | 0.32% | +325+15.4% | Added |
| Weil Company, Inc. | 2,438 | $384.4K | 0.17% | +2,438 | New |
| Capital Square, LLC | 2,439 | $384.5K | 0.43% | +10+0.4% | Added |
| Warwick Investment Management, Inc. | 2,441 | $384.8K | 0.11% | +367+17.7% | Added |
| Kraft, Davis & Associates, LLC | 2,356 | $385.5K | 0.12% | +411+21.1% | Added |
| Global Financial Private Client, LLC | 2,446 | $385.6K | 0.18% | 00.0% | Unchanged |
| David J Yvars Group | 2,452 | $386.6K | 0.31% | 00.0% | Unchanged |
| Vicus Capital | 2,454 | $386.8K | 0.04% | −298−10.8% | Reduced |
| US Asset Management LLC | 2,456 | $387.0K | 0.38% | +2,456 | New |
| Fortis Advisors, LLC | 2,459 | $387.7K | 0.28% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 2,463 | $388.2K | 0.41% | +2,463 | New |
| Empirical Asset Management, LLC | 2,465 | $388.7K | 0.32% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 2,469 | $389.2K | 0.38% | +2,469 | New |
| Contravisory Investment Management, Inc. | 2,472 | $389.7K | 0.10% | −29−1.2% | Reduced |
| Schear Investment Advisers, LLC | 2,476 | $390.3K | 0.38% | +86+3.6% | Added |
| Founders Capital Management, LLC | 2,480 | $391.0K | 0.08% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,486 | $391.9K | 0.05% | −172−6.5% | Reduced |
| Lakeridge Wealth Management LLC | 2,493 | $393.0K | 0.28% | +2,493 | New |
| Biechele Royce Advisors | 2,493 | $393.0K | 0.13% | −20−0.8% | Reduced |
| OneAscent Wealth Management LLC | 2,486 | $393.0K | 0.16% | +46+1.9% | Added |
| Stonebridge Capital Management Inc | 7,500 | $394.0K | 0.19% | +5,000+200.0% | Added |
| S&CO Inc | 2,500 | $394.0K | 0.03% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,500 | $394.1K | 0.24% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,500 | $394.1K | 0.05% | +203+8.8% | Added |
| McLean Asset Management Corp | 2,517 | $394.4K | 0.15% | 00.0% | Unchanged |
| West Coast Financial LLC | 2,503 | $394.7K | 0.05% | +1,087+76.8% | Added |
| Luts & Greenleigh Group, Inc | 2,506 | $395.1K | 0.50% | −50−2.0% | Reduced |
| Gimbal Financial | 2,507 | $395.3K | 0.40% | +2,507 | New |
| ABN AMRO Bank N.V. | 2,500 | $396.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,509 | $396.0K | 0.04% | −1,654−39.7% | Reduced |
| Alpha Omega Wealth Management LLC | 2,525 | $398.1K | 0.07% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 2,533 | $399.3K | 0.08% | +297+13.3% | Added |
| Atticus Wealth Management, LLC | 2,533 | $399.5K | 0.14% | +281+12.5% | Added |
| Traveka Wealth, LLC | 2,534 | $399.6K | 0.20% | +2,534 | New |
| Castleview Partners, LLC | 2,536 | $399.9K | 0.28% | +405+19.0% | Added |
| Independent Family Office, LLC | 2,540 | $400.4K | 0.23% | 00.0% | Unchanged |
| Centric Wealth Management | 2,380 | $401.4K | 0.13% | +777+48.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,546 | $401.4K | 0.12% | +2,546 | New |
| BOS Asset Management, LLC | 2,550 | $402.0K | 0.28% | −775−23.3% | Reduced |
| Altus Wealth Group LLC | 2,555 | $402.7K | 0.22% | −201−7.3% | Reduced |
| Cobblestone Capital Advisors LLC | 2,557 | $403.1K | 0.03% | −71−2.7% | Reduced |
| First City Capital Management, Inc. | 2,559 | $403.4K | 0.23% | −334−11.5% | Reduced |
| Kooman & Associates | 2,560 | $403.6K | 0.18% | −11−0.4% | Reduced |
| Keating Wealth Management LLC | 2,563 | $404.1K | 0.28% | +2,563 | New |
| Precedent Wealth Partners, LLC | 2,565 | $404.4K | 0.21% | +2,565 | New |
| Ambassador Advisors, LLC | 2,400 | $404.9K | 0.09% | −25−1.0% | Reduced |
| Truvestments Capital LLC | 2,568 | $404.9K | 0.18% | −18−0.7% | Reduced |
| Benedetti & Gucer, Inc. | 2,575 | $405.9K | 0.21% | +25+1.0% | Added |
| Element Wealth, LLC | 2,580 | $406.8K | 0.25% | −35−1.3% | Reduced |
| FirstPurpose Wealth LLC | 2,584 | $407.4K | 0.16% | +61+2.4% | Added |
| Maripau Wealth Management LLC | 2,590 | $408.2K | 0.35% | +2,590 | New |
| Okabena Investment Services Inc | 2,591 | $408.5K | 0.16% | +2,591 | New |
| Masso Torrence Wealth Management Inc. | 2,593 | $408.8K | 0.28% | +557+27.4% | Added |