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 |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 3,024 | $476.7K | 0.03% | +101+3.5% | Added |
| Weiss Asset Management LP | 3,030 | $477.7K | 0.03% | +3,030 | New |
| Clay Northam Wealth Management, LLC | 3,031 | $477.8K | 0.43% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 3,033 | $478.2K | 0.87% | +3,033 | New |
| Burkett Financial Services, LLC | 3,037 | $478.8K | 0.27% | +3,037 | New |
| BSW Wealth Partners | 3,037 | $478.8K | 0.09% | −31−1.0% | Reduced |
| New England Research & Management, Inc. | 3,041 | $479.0K | 0.25% | +25+0.8% | Added |
| CNB Bank | 3,042 | $479.6K | 0.26% | −83−2.7% | Reduced |
| Annapolis Financial Services, LLC | 3,044 | $479.9K | 0.12% | −264−8.0% | Reduced |
| McRae Capital Management Inc | 3,050 | $480.8K | 0.12% | 00.0% | Unchanged |
| Advisors Management Group Inc | 3,050 | $481.0K | 0.13% | −55−1.8% | Reduced |
| Diversified, LLC | 3,058 | $482.1K | 0.10% | +126+4.3% | Added |
| Adirondack Trust Co | 8,230 | $482.3K | 0.21% | +400+5.1% | Added |
| Sterling Investment Advisors LLC | 3,060 | $482.5K | 0.30% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 3,061 | $482.6K | 0.24% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,064 | $483.1K | 0.26% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 3,065 | $483.2K | 0.01% | +2,985+3,731.3% | Added |
| New Jersey Better Educational Savings Trust | 3,071 | $484.1K | 1.02% | 00.0% | Unchanged |
| STAR Financial Bank | 3,073 | $484.5K | 0.44% | +3,073 | New |
| Arkansas Financial Group, Inc. | 3,080 | $485.5K | 0.09% | −95−3.0% | Reduced |
| Builder Investment Group Inc | 3,084 | $486.1K | 0.17% | +10.0% | Added |
| Well Done, LLC | 3,084 | $486.2K | 0.10% | +153+5.2% | Added |
| Kerntke Otto McGlone Wealth Management Group | 3,084 | $486.3K | 0.49% | +25+0.8% | Added |
| Watchman Group, Inc. | 3,104 | $489.4K | 0.16% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 3,105 | $489.5K | 0.34% | 00.0% | Unchanged |
| Burt Wealth Advisors | 3,111 | $490.4K | 0.14% | −75−2.4% | Reduced |
| Legacy Financial Group, Inc. | 3,115 | $491.1K | 0.21% | +36+1.2% | Added |
| Revisor Wealth Management LLC | 3,116 | $491.2K | 0.57% | −851−21.5% | Reduced |
| Retirement Guys Formula LLC | 3,127 | $492.9K | 0.26% | −330−9.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,127 | $493.0K | 0.25% | +184+6.3% | Added |
| Fermata Advisors, LLC | 3,139 | $494.8K | 0.12% | +898+40.1% | Added |
| James Hambro & Partners | 3,141 | $495.2K | 0.03% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 3,144 | $495.7K | 0.21% | −21−0.7% | Reduced |
| Eagle Ridge Investment Management | 3,144 | $495.7K | 0.05% | 00.0% | Unchanged |
| Ironwood Financial, llc | 3,149 | $496.4K | 0.12% | −66−2.1% | Reduced |
| Sharp Financial Services, LLC | 3,154 | $497.2K | 0.54% | +3,154 | New |
| Navellier & Associates Inc | 3,155 | $497.4K | 0.07% | +1,763+126.7% | Added |
| Alpha Family Trust | 3,160 | $498.2K | 0.34% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,164 | $498.8K | 0.05% | +153+5.1% | Added |
| Red Mountain Financial, LLC | 3,189 | $502.7K | 0.78% | +3,189 | New |
| McGowan Group Asset Management, Inc. | 3,190 | $502.9K | 0.08% | −144−4.3% | Reduced |
| Winch Advisory Services, LLC | 3,195 | $503.6K | 0.17% | +237+8.0% | Added |
| Clear Creek Financial Management, LLC | 3,190 | $504.3K | 0.08% | +1,147+56.1% | Added |
| WealthTrust Axiom LLC | 3,200 | $504.5K | 0.17% | +130+4.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 3,205 | $505.3K | 0.10% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 3,207 | $505.4K | 0.09% | +16+0.5% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 3,210 | $506.1K | 0.15% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,215 | $507.0K | 0.24% | −196−5.7% | Reduced |
| TSFG, LLC | 3,216 | $507.0K | 0.16% | −272−7.8% | Reduced |
| Kades & Cheifetz LLC | 3,221 | $507.9K | 0.36% | −259−7.4% | Reduced |
| Boothbay Fund Management, LLC | 3,223 | $508.1K | 0.02% | −2,088−39.3% | Reduced |
| Center for Financial Planning, Inc. | 3,224 | $508.3K | 0.09% | +40+1.3% | Added |
| Game Plan Financial Advisors, LLC | 3,185 | $509.1K | 0.29% | +3,185 | New |
| Zhang Financial LLC | 3,230 | $509.2K | 0.04% | +339+11.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,238 | $510.0K | 0.11% | +198+6.5% | Added |
| Hobbs Group Advisors, LLC | 3,241 | $510.9K | 0.23% | +3,241 | New |
| Mill Creek Capital Advisors, LLC | 3,241 | $510.9K | 0.02% | −499−13.3% | Reduced |
| Verity & Verity, LLC | 3,242 | $511.1K | 0.06% | +54+1.7% | Added |
| Wrapmanager Inc | 3,248 | $512.0K | 0.15% | −72−2.2% | Reduced |
| Childress Capital Advisors, LLC | 3,251 | $512.4K | 0.15% | −134−4.0% | Reduced |
| Investors Asset Management of Georgia Inc | 3,259 | $513.8K | 0.26% | −25−0.8% | Reduced |
| Waterway Wealth Management, LLC | 3,260 | $514.0K | 0.21% | +3,260 | New |
| Fairhaven Wealth Management, LLC | 3,262 | $514.3K | 0.19% | −72−2.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,263 | $514.5K | 0.44% | +51+1.6% | Added |
| USAdvisors Wealth Management, LLC | 3,272 | $515.0K | 0.21% | +1,344+69.7% | Added |
| MQS Management LLC | 3,271 | $515.7K | 0.29% | +3,271 | New |
| North Star Asset Management Inc | 3,272 | $515.8K | 0.03% | −699−17.6% | Reduced |
| Selective Wealth Management, Inc. | 3,272 | $516.2K | 0.26% | −49−1.5% | Reduced |
| Birch Hill Investment Advisors LLC | 3,276 | $516.5K | 0.03% | +175+5.6% | Added |
| Mystic Asset Management, Inc. | 3,303 | $520.7K | 0.25% | +440+15.4% | Added |
| Simon Quick Advisors, LLC | 3,304 | $520.9K | 0.05% | −122−3.6% | Reduced |
| Heritage Wealth Management, Inc. | 3,307 | $521.4K | 0.56% | +3,307 | New |
| Carson Advisory Inc. | 3,310 | $521.8K | 0.41% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 3,312 | $522.1K | 0.02% | +43+1.3% | Added |
| BancFirst Trust & Investment Management | 3,328 | $524.4K | 0.24% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 3,330 | $524.9K | 0.06% | +46+1.4% | Added |
| Trueblood Wealth Management, LLC | 3,334 | $525.6K | 0.33% | +3,334 | New |
| Mark Sheptoff Financial Planning, LLC | 3,334 | $525.7K | 0.32% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,341 | $526.6K | 0.26% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,299 | $527.6K | 0.05% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3,347 | $527.7K | 0.42% | −16−0.5% | Reduced |
| Five Oceans Advisors | 3,349 | $528.0K | 0.30% | −179−5.1% | Reduced |
| Lazari Capital Management, Inc. | 3,350 | $528.1K | 0.30% | −65−1.9% | Reduced |
| Peterson Wealth Advisors, LLC | 3,350 | $528.1K | 0.13% | −10.0% | Reduced |
| Pinnacle Bancorp, Inc. | 3,350 | $528.1K | 0.17% | +746+28.6% | Added |
| Middleton & Co Inc | 3,357 | $529.2K | 0.07% | −380−10.2% | Reduced |
| Affinity Wealth Management LLC | 3,360 | $529.8K | 0.11% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 3,368 | $531.0K | 0.15% | +579+20.8% | Added |
| Syverson Strege & Co | 3,377 | $532.5K | 0.21% | +85+2.6% | Added |
| Vertex Planning Partners, LLC | 3,397 | $535.5K | 0.16% | −359−9.6% | Reduced |
| Rosenberg Matthew Hamilton | 3,400 | $536.0K | 0.16% | +19+0.6% | Added |
| Mayfair Advisory Group, LLC | 3,369 | $536.7K | 0.46% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,414 | $538.3K | 0.04% | +134+4.1% | Added |
| Semus Wealth Partners LLC | 3,417 | $538.7K | 0.44% | +90+2.7% | Added |
| Capital Counsel LLC | 3,419 | $539.0K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,432 | $541.1K | 0.19% | −100−2.8% | Reduced |
| Signature Wealth Management Group | 3,432 | $541.1K | 0.25% | +3,432 | New |
| Financial Planning & Information Services, Inc. | 3,448 | $543.6K | 0.09% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,450 | $543.9K | 0.07% | +779+29.2% | Added |
| AFS Financial Group, LLC | 3,455 | $544.7K | 0.51% | −5,921−63.2% | Reduced |