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 |
|---|---|---|---|---|---|
| Kensington Investment Counsel, LLC | 22,886 | $3.61M | 1.89% | +1,811+8.6% | Added |
| Appleton Partners Inc | 22,878 | $3.61M | 0.29% | +761+3.4% | Added |
| Ingalls & Snyder LLC | 22,850 | $3.60M | 0.16% | −50−0.2% | Reduced |
| Monument Capital Management | 22,690 | $3.58M | 1.15% | +570+2.6% | Added |
| Blue Fin Capital, Inc. | 22,641 | $3.57M | 0.92% | −750−3.2% | Reduced |
| Fred Alger Management, LLC | 22,614 | $3.57M | 0.02% | +1,621+7.7% | Added |
| Xcel Wealth Management, LLC | 22,575 | $3.56M | 1.25% | −2,396−9.6% | Reduced |
| Hutner Capital Management Inc | 22,528 | $3.55M | 2.09% | −328−1.4% | Reduced |
| Wealthcare Advisory Partners LLC | 22,520 | $3.55M | 0.14% | −807−3.5% | Reduced |
| Pensionmark Financial Group, LLC | 22,445 | $3.55M | 0.46% | +1,814+8.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,393 | $3.53M | 1.80% | −1,806−7.5% | Reduced |
| Colony Group, LLC | 22,394 | $3.53M | 0.05% | +22,394 | New |
| International Assets Investment Management, LLC | 22,272 | $3.51M | 0.45% | −423−1.9% | Reduced |
| Bensler, LLC | 22,164 | $3.49M | 0.58% | +2,757+14.2% | Added |
| BlueCrest Capital Management Ltd | 22,123 | $3.49M | 0.58% | −28,944−56.7% | Reduced |
| Principal Securities, Inc. | 22,029 | $3.47M | 0.13% | +22,029 | New |
| Global Wealth Management Investment Advisory, Inc. | 22,006 | $3.47M | 0.89% | −1,108−4.8% | Reduced |
| Gifford Fong Associates | 21,850 | $3.44M | 0.73% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 21,765 | $3.43M | 0.11% | +2,333+12.0% | Added |
| Citizens National Bank Trust Department | 21,759 | $3.43M | 0.87% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 21,724 | $3.42M | 0.64% | +306+1.4% | Added |
| Hengehold Capital Management LLC | 21,723 | $3.42M | 0.41% | −101−0.5% | Reduced |
| Providence Wealth Advisors, LLC | 18,036 | $3.42M | 4.07% | +3,940+28.0% | Added |
| Cozad Asset Management Inc | 21,709 | $3.42M | 0.39% | +80+0.4% | Added |
| Pekin Hardy Strauss, Inc. | 21,676 | $3.42M | 0.51% | −125−0.6% | Reduced |
| Confluence Wealth Services, Inc. | 21,552 | $3.40M | 0.37% | +374+1.8% | Added |
| Lakeview Capital Partners, LLC | 21,512 | $3.39M | 0.60% | +316+1.5% | Added |
| 1st Source Bank | 21,435 | $3.38M | 0.20% | −400−1.8% | Reduced |
| Capstone Triton Financial Group, LLC | 21,421 | $3.38M | 2.46% | −1,969−8.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,377 | $3.37M | 0.30% | +65+0.3% | Added |
| Guardian Investment Management | 21,315 | $3.36M | 2.85% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 20,282 | $3.36M | 0.14% | +5,603+38.2% | Added |
| Integrated Advisors Network LLC | 21,303 | $3.36M | 0.19% | +1,720+8.8% | Added |
| Gilder Gagnon Howe & Co LLC | 21,297 | $3.36M | 0.05% | −305−1.4% | Reduced |
| Cullen Capital Management LLC | 21,246 | $3.35M | 0.05% | +183+0.9% | Added |
| Roman Butler Fullerton & Co | 20,310 | $3.34M | 1.30% | +3,080+17.9% | Added |
| Bridge Creek Capital Management LLC | 21,140 | $3.33M | 1.16% | +45+0.2% | Added |
| Duality Advisers, LP | 21,100 | $3.33M | 0.35% | +21,100 | New |
| ORG Partners LLC | 21,058 | $3.32M | 0.55% | +12,571+148.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,869 | $3.31M | 0.81% | +10,066+93.2% | Added |
| Capital Investment Counsel, LLC | 20,948 | $3.30M | 1.25% | +20,948 | New |
| Palisade Asset Management, LLC | 20,870 | $3.29M | 0.36% | +159+0.8% | Added |
| Lincluden Management Ltd | 20,845 | $3.29M | 0.40% | −364−1.7% | Reduced |
| Trust Point Inc. | 20,765 | $3.27M | 0.27% | +20,765 | New |
| Finivi Inc. | 20,706 | $3.26M | 3.19% | +20,706 | New |
| HBK Sorce Advisory LLC | 20,694 | $3.26M | 0.13% | −4,931−19.2% | Reduced |
| Haverford Trust Co | 20,694 | $3.26M | 0.04% | +2,485+13.6% | Added |
| 180 Wealth Advisors, LLC | 20,481 | $3.26M | 0.65% | +154+0.8% | Added |
| AMG National Trust Bank | 20,544 | $3.24M | 0.10% | +21+0.1% | Added |
| Mogy Joel R Investment Counsel Inc | 20,537 | $3.24M | 0.24% | 00.0% | Unchanged |
| Rossmore Private Capital | 20,504 | $3.23M | 0.46% | +65+0.3% | Added |
| Meritage Portfolio Management | 20,500 | $3.23M | 0.21% | +100+0.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 20,462 | $3.23M | 1.50% | +862+4.4% | Added |
| Pacifica Partners Inc. | 20,650 | $3.22M | 1.58% | +80+0.4% | Added |
| Meridian Investment Counsel Inc. | 20,386 | $3.21M | 1.10% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 19,063 | $3.21M | 0.09% | −11,138−36.9% | Reduced |
| RSM US Wealth Management LLC | 20,244 | $3.20M | 0.09% | +3,702+22.4% | Added |
| Silverleafe Capital Partners, LLC | 20,311 | $3.20M | 1.51% | +305+1.5% | Added |
| Kampmann Melissa S. | 20,275 | $3.20M | 2.74% | 00.0% | Unchanged |
| Aries Wealth Management | 20,272 | $3.20M | 1.14% | −453−2.2% | Reduced |
| Centerstone Investors, LLC | 20,236 | $3.19M | 3.27% | +656+3.4% | Added |
| GYL Financial Synergies, LLC | 20,207 | $3.19M | 0.26% | −438−2.1% | Reduced |
| Peninsula Asset Management Inc | 20,160 | $3.18M | 1.85% | −125−0.6% | Reduced |
| FourThought Financial Partners, LLC | 20,155 | $3.18M | 0.40% | −818−3.9% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.17M | 1.66% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 29,797 | $3.17M | 0.13% | +17,884+150.1% | Added |
| China Universal Asset Management Co., Ltd. | 20,005 | $3.16M | 0.61% | +20,000+400,000.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 20,000 | $3.15M | 0.81% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 19,997 | $3.15M | 1.29% | +90.0% | Added |
| Foyston, Gordon, & Payne Inc | 19,950 | $3.15M | 0.79% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 19,923 | $3.14M | 0.35% | +19,923 | New |
| CFO4Life Group, LLC | 19,910 | $3.14M | 0.60% | −483−2.4% | Reduced |
| Smith, Moore & Co. | 19,875 | $3.13M | 0.37% | −1,475−6.9% | Reduced |
| Citizens Business Bank | 19,860 | $3.13M | 0.69% | −714−3.5% | Reduced |
| Solidarilty Wealth, LLC | 19,698 | $3.12M | 1.12% | +1,585+8.8% | Added |
| Quadrant Capital Group LLC | 19,748 | $3.11M | 0.27% | −675−3.3% | Reduced |
| Deane Retirement Strategies, Inc. | 19,743 | $3.11M | 1.70% | +46+0.2% | Added |
| First National Advisers, LLC | 19,729 | $3.11M | 0.90% | +4,328+28.1% | Added |
| Sugarloaf Wealth Management, LLC | 19,723 | $3.11M | 0.75% | +1,485+8.1% | Added |
| Benedict Financial Advisors Inc | 19,701 | $3.11M | 0.85% | −125−0.6% | Reduced |
| Vickerman Investment Advisors, Inc. | 19,673 | $3.10M | 1.06% | −462−2.3% | Reduced |
| First Hawaiian Bank | 19,662 | $3.10M | 0.10% | −2,335−10.6% | Reduced |
| Ostrum Asset Management | 19,661 | $3.10M | 0.27% | −2,367−10.7% | Reduced |
| Liberty One Investment Management, LLC | 19,592 | $3.09M | 0.38% | +861+4.6% | Added |
| KG&L Capital Management,LLC | 19,530 | $3.08M | 1.29% | +1,602+8.9% | Added |
| TrinityPoint Wealth, LLC | 19,516 | $3.08M | 0.56% | −10−0.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 19,493 | $3.07M | 1.69% | −12,974−40.0% | Reduced |
| Mitchell Sinkler & Starr | 19,458 | $3.07M | 0.56% | +795+4.3% | Added |
| West Branch Capital LLC | 19,443 | $3.07M | 1.44% | +1,851+10.5% | Added |
| Profund Advisors LLC | 19,436 | $3.06M | 0.13% | −348−1.8% | Reduced |
| M&G Investments (USA) Inc. | 19,384 | $3.06M | 3.02% | +19,384 | New |
| Mitchell McLeod Pugh & Williams Inc | 19,390 | $3.06M | 0.81% | −14−0.1% | Reduced |
| WealthShield Partners, LLC | 19,243 | $3.04M | 0.50% | +2,013+11.7% | Added |
| Garrett Investment Advisors LLC | 19,298 | $3.04M | 0.42% | −1,037−5.1% | Reduced |
| Syon Capital LLC | 19,278 | $3.04M | 0.31% | +5,110+36.1% | Added |
| High Note Wealth, LLC | 19,236 | $3.03M | 1.14% | −161−0.8% | Reduced |
| Arlington Partners LLC | 19,227 | $3.03M | 0.87% | +274+1.4% | Added |
| Rehmann Capital Advisory Group | 19,220 | $3.03M | 0.25% | −32−0.2% | Reduced |
| Focus Financial Network Inc | 19,031 | $3.01M | 0.11% | +19,031 | New |
| Insigneo Advisory Services, LLC | 18,995 | $3.00M | 0.42% | +2,320+13.9% | Added |