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 8 sales; 4,427 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
- 3,090
- +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
- 1,161 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Keeler Thomas Management LLC | 27,794 | $4.38M | 1.73% | −522−1.8% | Reduced |
| Capital City Trust Co | 27,793 | $4.38M | 1.30% | +193+0.7% | Added |
| Altshuler Shaham Ltd | 27,773 | $4.38M | 0.24% | +18,260+191.9% | Added |
| Mizuho Markets Americas LLC | 27,692 | $4.37M | 0.13% | +7,251+35.5% | Added |
| Hourglass Capital, LLC | 27,580 | $4.35M | 1.40% | −720−2.5% | Reduced |
| Graypoint LLC | 27,570 | $4.35M | 0.35% | −2,030−6.9% | Reduced |
| Hixon Zuercher, LLC | 27,490 | $4.33M | 2.01% | −7,772−22.0% | Reduced |
| Evercore Wealth Management, LLC | 27,479 | $4.33M | 0.07% | +1,177+4.5% | Added |
| Stablepoint Partners, LLC | 27,312 | $4.31M | 1.10% | +27,312 | New |
| Ballentine Partners, LLC | 27,201 | $4.29M | 0.09% | −3,006−10.0% | Reduced |
| Lincoln National Corp | 27,200 | $4.29M | 0.08% | +527+2.0% | Added |
| RFG Advisory, LLC | 27,157 | $4.28M | 0.17% | −414−1.5% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $4.27M | 3.02% | 00.0% | Unchanged |
| AlTi Global, Inc. | 27,011 | $4.27M | 0.13% | +27,011 | New |
| Alerus Financial NA | 27,050 | $4.26M | 0.35% | −50,690−65.2% | Reduced |
| Ar Asset Management Inc | 27,000 | $4.26M | 1.12% | +200+0.7% | Added |
| NovaPoint Capital, LLC | 26,906 | $4.24M | 1.57% | −857−3.1% | Reduced |
| Fluent Financial, LLC | 26,870 | $4.24M | 2.51% | +20,899+350.0% | Added |
| Herold Advisors, Inc. | 26,784 | $4.22M | 1.17% | +399+1.5% | Added |
| Birinyi Associates Inc | 26,720 | $4.21M | 1.50% | +2,320+9.5% | Added |
| Silvant Capital Management LLC | 26,614 | $4.21M | 0.23% | −63−0.2% | Reduced |
| Slow Capital, Inc. | 26,579 | $4.20M | 0.73% | +16+0.1% | Added |
| Quest Investment Management LLC | 26,580 | $4.19M | 0.53% | 00.0% | Unchanged |
| CX Institutional | 26,570 | $4.19M | 0.22% | +428+1.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 26,535 | $4.18M | 0.86% | −45−0.2% | Reduced |
| Quotient Wealth Partners, LLC | 26,418 | $4.16M | 0.16% | +26,418 | New |
| New England Asset Management Inc | 26,375 | $4.16M | 0.67% | −3,000−10.2% | Reduced |
| Leelyn Smith, LLC | 26,336 | $4.15M | 0.91% | +1,148+4.6% | Added |
| Horan Capital Advisors, LLC. | 26,333 | $4.15M | 1.52% | −348−1.3% | Reduced |
| Ameliora Wealth Management Ltd. | 26,237 | $4.14M | 2.05% | +2,009+8.3% | Added |
| Keel Point, LLC | 26,209 | $4.13M | 0.49% | +47+0.2% | Added |
| Cinctive Capital Management LP | 26,082 | $4.11M | 0.29% | −148,614−85.1% | Reduced |
| Berkshire Bank | 25,987 | $4.10M | 1.08% | +58+0.2% | Added |
| Northcape Wealth Management, LLC | 25,968 | $4.09M | 1.48% | −201−0.8% | Reduced |
| Mirabella Financial Services LLP | 25,957 | $4.09M | 0.59% | +25,957 | New |
| Global Retirement Partners, LLC | 25,262 | $4.09M | 0.17% | +4,480+21.6% | Added |
| Hall Capital Management Co Inc | 25,921 | $4.09M | 2.40% | −120−0.5% | Reduced |
| LaFleur & Godfrey LLC | 25,826 | $4.07M | 0.61% | +482+1.9% | Added |
| Summit Global Investments | 25,783 | $4.07M | 0.27% | −23,399−47.6% | Reduced |
| Benjamin Edwards Inc | 25,683 | $4.05M | 0.88% | −2,183−7.8% | Reduced |
| Regal Investment Advisors LLC | 25,561 | $4.03M | 0.30% | +1,197+4.9% | Added |
| Anchor Investment Management, LLC | 25,560 | $4.03M | 0.46% | +5,923+30.2% | Added |
| Paradigm Financial Partners, LLC | 25,462 | $4.01M | 0.97% | +343+1.4% | Added |
| Waldron Private Wealth LLC | 25,281 | $4.00M | 0.19% | −60−0.2% | Reduced |
| Colonial Trust Co | 25,360 | $4.00M | 0.83% | +3,613+16.6% | Added |
| Gamco Investors, Inc. Et Al | 25,300 | $3.99M | 0.04% | +623+2.5% | Added |
| SlateStone Wealth, LLC | 25,180 | $3.97M | 0.52% | −447−1.7% | Reduced |
| Sentry LLC | 25,100 | $3.96M | 0.84% | −182−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 24,976 | $3.94M | 0.93% | +21+0.1% | Added |
| Kinsale Capital Group, Inc. | 24,892 | $3.92M | 1.95% | +6,088+32.4% | Added |
| Financial Advisory Partners, LLC | 24,800 | $3.91M | 1.42% | −516−2.0% | Reduced |
| Mitchell Capital Management Co | 24,796 | $3.91M | 0.82% | +861+3.6% | Added |
| Permanens Capital L.P. | 24,580 | $3.89M | 0.76% | +5,285+27.4% | Added |
| Arrow Financial Corp | 24,646 | $3.89M | 0.40% | +329+1.4% | Added |
| Cumberland Partners Ltd | 24,260 | $3.88M | 0.35% | +2,150+9.7% | Added |
| Zurich Insurance Group Ltd | 24,561 | $3.87M | 0.04% | −1,028,508−97.7% | Reduced |
| Smith, Salley & Associates | 24,544 | $3.87M | 0.25% | +9,930+67.9% | Added |
| Hudson Capital Management LLC | 24,533 | $3.87M | 1.40% | +673+2.8% | Added |
| BFSG, LLC | 24,453 | $3.86M | 0.56% | −451−1.8% | Reduced |
| NEOS Investment Management LLC | 24,431 | $3.85M | 0.36% | +4,927+25.3% | Added |
| Capital Asset Advisory Services LLC | 24,408 | $3.85M | 0.24% | +116+0.5% | Added |
| Quintet Private Bank (Europe) S.A. | 24,401 | $3.85M | 0.24% | −136−0.6% | Reduced |
| Radnor Capital Management, LLC | 24,350 | $3.84M | 0.72% | −800−3.2% | Reduced |
| Somerset Trust Co | 24,337 | $3.84M | 1.68% | −754−3.0% | Reduced |
| Financial Advisory Service, Inc. | 24,233 | $3.82M | 0.36% | +2,064+9.3% | Added |
| Alpha DNA Investment Management LLC | 24,181 | $3.81M | 2.27% | +4,304+21.7% | Added |
| Family Management Corp | 24,138 | $3.81M | 0.79% | −10,435−30.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 23,995 | $3.80M | 1.68% | +180+0.8% | Added |
| Planning Capital Management Corp | 24,060 | $3.79M | 2.96% | +24,060 | New |
| Wambolt & Associates, LLC | 24,041 | $3.79M | 1.24% | +856+3.7% | Added |
| Keene & Associates, Inc. | 23,980 | $3.78M | 3.14% | −136−0.6% | Reduced |
| Moloney Securities Asset Management, LLC | 23,978 | $3.78M | 0.61% | +212+0.9% | Added |
| Means Investment Co., Inc. | 23,967 | $3.78M | 0.54% | −421−1.7% | Reduced |
| Stonebrook Private Inc. | 23,911 | $3.77M | 1.26% | +23,911 | New |
| GTS Securities LLC | 23,888 | $3.77M | 0.08% | +12,803+115.5% | Added |
| NWF Advisory Services Inc. | 23,834 | $3.76M | 0.75% | +537+2.3% | Added |
| Northwest Investment Counselors, LLC | 23,808 | $3.75M | 1.00% | −373−1.5% | Reduced |
| All Terrain Financial Advisors, LLC | 23,769 | $3.75M | 1.73% | −200−0.8% | Reduced |
| Wexford Capital LP | 23,733 | $3.74M | 0.80% | −8,739−26.9% | Reduced |
| Interval Partners, LP | 23,723 | $3.74M | 0.16% | +23,723 | New |
| Stratos Wealth Advisors, LLC | 23,709 | $3.74M | 0.22% | −1,019−4.1% | Reduced |
| Vectors Research Management, LLC | 27,388 | $3.73M | 1.05% | +1,519+5.9% | Added |
| Sigma Planning Corp | 23,686 | $3.73M | 0.29% | −20,154−46.0% | Reduced |
| TCW Group Inc | 23,668 | $3.73M | 0.04% | +23,668 | New |
| Family Legacy, Inc. | 23,656 | $3.73M | 1.42% | +46+0.2% | Added |
| Berry Wealth Group, LP | 23,620 | $3.72M | 3.43% | +23,620 | New |
| Forum Financial Management, LP | 23,572 | $3.72M | 0.07% | +3,328+16.4% | Added |
| We Are One Seven, LLC | 23,569 | $3.72M | 0.22% | +4,166+21.5% | Added |
| Nvest Financial, LLC | 23,453 | $3.70M | 2.91% | −552−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 23,425 | $3.69M | 0.14% | −3,569−13.2% | Reduced |
| Brighton Jones LLC | 23,402 | $3.69M | 0.16% | +3,802+19.4% | Added |
| Hyman Charles D | 23,280 | $3.67M | 0.22% | +358+1.6% | Added |
| Woodmont Investment Counsel LLC | 23,261 | $3.67M | 0.34% | +128+0.6% | Added |
| Redwood Investments, LLC | 23,259 | $3.67M | 0.96% | −2,412−9.4% | Reduced |
| Claret Asset Management Corp | 23,209 | $3.66M | 0.65% | −448−1.9% | Reduced |
| Western Wealth Management, LLC | 23,167 | $3.65M | 0.26% | +281+1.2% | Added |
| Nations Financial Group Inc, | 23,157 | $3.65M | 0.34% | −1,508−6.1% | Reduced |
| Capital Advisors Inc | 23,078 | $3.64M | 0.08% | −186−0.8% | Reduced |
| Diversified Investment Strategies, LLC | 23,020 | $3.63M | 2.66% | −935−3.9% | Reduced |
| Institutional & Family Asset Management, LLC | 22,937 | $3.62M | 0.60% | −4,599−16.7% | Reduced |