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 |
|---|---|---|---|---|---|
| Widmann Financial Services, Inc. | 2,600 | $410.0K | 0.37% | −807−23.7% | Reduced |
| Seed Wealth Management, Inc. | 2,575 | $410.2K | 0.41% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 2,606 | $410.8K | 0.04% | +2,606 | New |
| LifeSteps Financial, Inc. | 2,612 | $411.8K | 0.37% | +2,612 | New |
| Bristlecone Advisors, LLC | 2,613 | $411.9K | 0.04% | −15−0.6% | Reduced |
| NSI Retail Advisors, LLC | 2,613 | $412.0K | 0.07% | −100−3.7% | Reduced |
| HHM Wealth Advisors, LLC | 2,615 | $412.3K | 0.07% | +430+19.7% | Added |
| EPG Wealth Management LLC | 2,444 | $413.3K | 0.11% | +96+4.1% | Added |
| Revolve Wealth Partners, LLC | 2,622 | $413.4K | 0.08% | −384−12.8% | Reduced |
| First Business Financial Services, Inc. | 2,626 | $414.0K | 0.05% | −14−0.5% | Reduced |
| McAdam, LLC | 2,629 | $414.4K | 0.03% | −740−22.0% | Reduced |
| LVZ Advisors, Inc. | 2,630 | $414.6K | 0.06% | +139+5.6% | Added |
| Klingman & Associates, LLC | 2,638 | $415.9K | 0.03% | +20+0.8% | Added |
| New England Capital Financial Advisors LLC | 2,641 | $416.4K | 0.25% | −10−0.4% | Reduced |
| Jacobsen Capital Management | 2,649 | $417.6K | 0.21% | −34−1.3% | Reduced |
| Jackson Wealth Management, LLC | 2,650 | $418.0K | 0.06% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 2,656 | $418.7K | 0.25% | +277+11.6% | Added |
| Ruggaard & Associates LLC | 2,659 | $419.2K | 0.22% | −176−6.2% | Reduced |
| NDVR, Inc. | 2,663 | $419.8K | 0.50% | +2,663 | New |
| Beaumont Financial Advisors, LLC | 2,673 | $421.3K | 0.04% | +111+4.3% | Added |
| Steele Capital Management, Inc. | 2,680 | $422.5K | 0.03% | +2,680 | New |
| Hall Laurie J Trustee | 2,690 | $424.0K | 0.16% | −125−4.4% | Reduced |
| Spotlight Asset Group, Inc. | 2,653 | $424.3K | 0.38% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,701 | $425.7K | 0.14% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 2,706 | $426.6K | 0.23% | −160−5.6% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,709 | $427.2K | 0.15% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,723 | $429.3K | 0.22% | +11+0.4% | Added |
| Firethorn Wealth Partners, LLC | 2,726 | $429.7K | 0.28% | +250+10.1% | Added |
| Wedge Capital Management L L P | 2,728 | $430.1K | 0.01% | 00.0% | Unchanged |
| Concentrum Wealth Management | 2,732 | $430.7K | 0.22% | +16+0.6% | Added |
| Embree Financial Group | 2,737 | $431.6K | 0.09% | +2,737 | New |
| Prosperitas Financial LLC | 2,743 | $432.4K | 0.32% | −705−20.4% | Reduced |
| Global Wealth Strategies & Associates | 2,744 | $432.6K | 0.18% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,746 | $432.9K | 0.31% | −35−1.3% | Reduced |
| Howard Financial Services, Ltd. | 2,749 | $433.4K | 0.08% | +205+8.1% | Added |
| First National Bank | 2,758 | $434.8K | 0.34% | +76+2.8% | Added |
| Atlas Private Wealth Advisors | 2,759 | $435.1K | 0.08% | 00.0% | Unchanged |
| Granite FO LLC | 2,763 | $435.6K | 0.29% | −75−2.6% | Reduced |
| Full Sail Capital, LLC | 2,770 | $436.7K | 0.03% | +1,470+113.1% | Added |
| LBMC Investment Advisors, LLC | 2,770 | $436.7K | 0.04% | −53−1.9% | Reduced |
| Addison Advisors LLC | 2,771 | $436.8K | 0.17% | +113+4.3% | Added |
| Austin Asset Management Co Inc | 2,785 | $439.0K | 0.12% | 00.0% | Unchanged |
| Cipher Capital LP | 2,787 | $439.4K | 0.14% | −5,231−65.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,789 | $439.7K | 0.29% | −300−9.7% | Reduced |
| TFG Advisers LLC | 2,791 | $440.1K | 0.18% | +136+5.1% | Added |
| Worth Financial Advisory Group, LLC | 2,792 | $440.2K | 0.35% | −35−1.2% | Reduced |
| Integrated Investment Consultants, LLC | 2,799 | $441.2K | 0.14% | +16+0.6% | Added |
| Bluesphere Advisors, LLC | 2,805 | $442.2K | 0.27% | +800+39.9% | Added |
| Circle Wealth Management, LLC | 2,813 | $443.5K | 0.01% | −853−23.3% | Reduced |
| Commonwealth Retirement Investments LLC | 2,814 | $443.6K | 0.24% | −81−2.8% | Reduced |
| Cove Private Wealth, LLC | 2,814 | $443.6K | 0.42% | +2,814 | New |
| Seven Eight Capital, LP | 2,818 | $444.3K | 0.05% | +2,818 | New |
| Charter Oak Capital Management, LLC | 2,823 | $445.0K | 0.05% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 2,825 | $445.4K | 0.28% | +2,825 | New |
| Southern Capital Advisors, LLC | 2,827 | $445.6K | 0.32% | −4,154−59.5% | Reduced |
| Modus Advisors, LLC | 2,828 | $445.8K | 0.18% | +92+3.4% | Added |
| Advisory Resource Group | 2,837 | $447.3K | 0.11% | +86+3.1% | Added |
| Fusion Capital, LLC | 2,838 | $447.3K | 0.23% | −51−1.8% | Reduced |
| Falcon Wealth Planning | 2,840 | $447.7K | 0.08% | +1,194+72.5% | Added |
| Royal Capital Wealth Management, LLC | 2,846 | $448.7K | 0.39% | 00.0% | Unchanged |
| Columbia Asset Management | 2,846 | $449.0K | 0.09% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,854 | $449.9K | 0.05% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 2,854 | $449.9K | 0.37% | 00.0% | Unchanged |
| Bell Bank | 2,865 | $451.7K | 0.04% | +91+3.3% | Added |
| Kuhn & Co Investment Counsel | 2,878 | $453.7K | 0.46% | +2,878 | New |
| SOA Wealth Advisors, LLC. | 2,880 | $454.1K | 0.10% | −62−2.1% | Reduced |
| Financial Engines Advisors L.L.C. | 2,871 | $454.1K | 0.00% | +1,551+117.5% | Added |
| Essential Planning, LLC. | 2,887 | $455.1K | 0.23% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,894 | $456.3K | 0.03% | +113+4.1% | Added |
| Teamwork Financial Advisors, LLC | 2,895 | $456.4K | 0.08% | −84−2.8% | Reduced |
| Empire Financial Management Company, LLC | 2,909 | $458.6K | 0.18% | −200−6.4% | Reduced |
| CWS Financial Advisors, LLC | 2,909 | $458.6K | 0.17% | +200+7.4% | Added |
| Westside Investment Management, Inc. | 2,913 | $459.4K | 0.12% | −100−3.3% | Reduced |
| Baldwin Investment Management, LLC | 2,915 | $459.6K | 0.07% | −35−1.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,923 | $460.7K | 0.12% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 2,929 | $461.8K | 0.48% | +50+1.7% | Added |
| CapWealth Advisors, LLC | 2,930 | $461.9K | 0.06% | +104+3.7% | Added |
| Culbertson A N & Co Inc | 2,932 | $462.2K | 0.09% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 2,940 | $463.5K | 0.30% | −35−1.2% | Reduced |
| Grandfield & Dodd, LLC | 2,942 | $463.8K | 0.03% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,951 | $465.1K | 0.19% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,957 | $467.5K | 0.03% | +274+10.2% | Added |
| Forte Capital LLC | 2,967 | $467.7K | 0.06% | −228−7.1% | Reduced |
| Lantz Financial LLC | 2,967 | $467.7K | 0.17% | −9−0.3% | Reduced |
| Rakuten Securities, Inc. | 2,971 | $468.4K | 0.37% | +2,971 | New |
| Smart Money Group LLC | 2,972 | $468.6K | 0.20% | −2,252−43.1% | Reduced |
| Private Wealth Advisors | 2,973 | $468.6K | 0.20% | −272−8.4% | Reduced |
| Aull & Monroe Investment Management Corp | 2,974 | $468.8K | 0.23% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 2,974 | $468.9K | 0.23% | −209−6.6% | Reduced |
| TFC Financial Management | 2,979 | $469.6K | 0.09% | −100−3.2% | Reduced |
| Apella Capital, LLC | 2,980 | $470.1K | 0.03% | −86−2.8% | Reduced |
| Sabal Trust CO | 2,983 | $470.3K | 0.03% | −1,480−33.2% | Reduced |
| Rosenbaum Jay D. | 2,987 | $470.9K | 1.22% | −2,745−47.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 3,000 | $473.0K | 0.96% | +3,000 | New |
| Willner & Heller, LLC | 3,001 | $473.2K | 0.53% | +3,001 | New |
| Montgomery Investment Management Inc | 3,004 | $473.7K | 0.15% | 00.0% | Unchanged |
| First Bank & Trust | 3,012 | $474.8K | 0.11% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 3,015 | $475.4K | 0.17% | +32+1.1% | Added |
| Norris Perne & French LLP | 3,019 | $475.9K | 0.04% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,024 | $476.7K | 0.26% | −342−10.2% | Reduced |