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 |
|---|---|---|---|---|---|
| Riverview Capital Advisers, LLC | 19,056 | $3.00M | 1.15% | +214+1.1% | Added |
| Douglass Winthrop Advisors, LLC | 19,056 | $3.00M | 0.07% | +850+4.7% | Added |
| MainStreet Investment Advisors LLC | 18,987 | $2.99M | 0.34% | +16,225+587.4% | Added |
| CIC Wealth, LLC | 18,977 | $2.99M | 0.95% | −75−0.4% | Reduced |
| Ontario Teachers Pension Plan Board | 18,972 | $2.99M | 0.03% | −35,249−65.0% | Reduced |
| Edgestream Partners, L.P. | 18,956 | $2.99M | 0.22% | +10,741+130.7% | Added |
| Bell & Brown Wealth Advisors, LLC | 18,905 | $2.98M | 1.39% | +18,905 | New |
| Bowen Hanes & Co Inc | 18,870 | $2.97M | 0.09% | +25+0.1% | Added |
| Lockheed Martin Investment Management Co | 19,400 | $2.97M | 0.21% | −79,712−80.4% | Reduced |
| Shayne & Co., LLC | 18,823 | $2.97M | 0.92% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 18,823 | $2.97M | 0.24% | −339−1.8% | Reduced |
| Financial Security Advisor, Inc. | 18,734 | $2.96M | 1.16% | +90.0% | Added |
| Moody National Bank Trust Division | 18,788 | $2.96M | 0.23% | −16,078−46.1% | Reduced |
| Girard Partners Ltd. | 18,775 | $2.96M | 0.30% | +244+1.3% | Added |
| Flagship Harbor Advisors, LLC | 18,665 | $2.94M | 0.21% | −1,129−5.7% | Reduced |
| Kinloch Capital, LLC | 18,648 | $2.94M | 1.87% | −574−3.0% | Reduced |
| Resources Management Corp | 18,643 | $2.94M | 0.44% | +229+1.2% | Added |
| Qtron Investments LLC | 18,599 | $2.93M | 0.48% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 18,514 | $2.93M | 0.19% | −715−3.7% | Reduced |
| Buckhead Capital Management LLC | 18,575 | $2.93M | 1.08% | −10,934−37.1% | Reduced |
| Geneos Wealth Management Inc. | 18,549 | $2.92M | 0.14% | −426−2.2% | Reduced |
| Leonteq Securities AG | 18,545 | $2.92M | 0.38% | +16,438+780.2% | Added |
| Trivant Custom Portfolio Group, LLC | 18,531 | $2.92M | 1.95% | +125+0.7% | Added |
| Thomasville National Bank | 18,527 | $2.92M | 0.26% | +68+0.4% | Added |
| Meeder Advisory Services, Inc. | 18,507 | $2.92M | 0.33% | +481+2.7% | Added |
| Dorsey & Whitney Trust CO LLC | 18,481 | $2.91M | 0.22% | +1,705+10.2% | Added |
| GQG Partners LLC | 18,457 | $2.91M | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 18,430 | $2.91M | 0.60% | −118−0.6% | Reduced |
| Good Life Advisors, LLC | 18,418 | $2.90M | 0.29% | +8,033+77.4% | Added |
| Mendel Capital Management LLC | 18,389 | $2.90M | 2.08% | +301+1.7% | Added |
| Mattern Wealth Management LLC | 18,346 | $2.89M | 0.74% | +462+2.6% | Added |
| Rocky Mountain Advisers, LLC | 18,328 | $2.89M | 1.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 18,316 | $2.89M | 0.05% | −141−0.8% | Reduced |
| Merit Financial Group, LLC | 18,285 | $2.88M | 0.09% | −11,270−38.1% | Reduced |
| Reuter James Wealth Management, LLC | 18,282 | $2.88M | 1.96% | −20.0% | Reduced |
| Summit Place Financial Advisors, LLC | 18,280 | $2.88M | 1.88% | +1,298+7.6% | Added |
| Westmount Partners, LLC | 18,280 | $2.88M | 1.18% | −220−1.2% | Reduced |
| Motley Fool Wealth Management, LLC | 18,134 | $2.86M | 0.15% | −1,299−6.7% | Reduced |
| Pathway Financial Advisers, LLC | 18,153 | $2.86M | 1.09% | −403−2.2% | Reduced |
| AlphaCore Capital LLC | 18,080 | $2.86M | 0.42% | −379−2.1% | Reduced |
| Delta Financial Advisors LLC | 18,041 | $2.84M | 1.23% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 18,016 | $2.84M | 1.28% | −702−3.8% | Reduced |
| Comgest Global Investors S.A.S. | 18,015 | $2.84M | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18,003 | $2.84M | 0.36% | +221+1.2% | Added |
| Cito Capital Group, LLC | 17,900 | $2.83M | 1.21% | +600+3.5% | Added |
| Parkside Financial Bank & Trust | 17,951 | $2.83M | 0.51% | +1,776+11.0% | Added |
| LGT Fund Management Co Ltd. | 17,885 | $2.82M | 1.21% | +2,700+17.8% | Added |
| Johnson Financial Group, Inc. | 17,765 | $2.81M | 0.15% | −956−5.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 17,817 | $2.81M | 0.53% | +508+2.9% | Added |
| Pensionfund Sabic | 17,800 | $2.81M | 0.88% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 17,787 | $2.80M | 1.95% | +44+0.2% | Added |
| Outfitter Financial LLC | 17,780 | $2.80M | 2.45% | −1,065−5.7% | Reduced |
| Quadcap Wealth Management, LLC | 17,766 | $2.80M | 0.72% | +17,766 | New |
| Brooks, Moore & Associates, Inc. | 17,735 | $2.80M | 1.92% | −101−0.6% | Reduced |
| Northstar Group, Inc. | 17,727 | $2.79M | 0.61% | +10.0% | Added |
| Maxwell Wealth Strategies Inc. | 17,684 | $2.79M | 1.82% | +17,684 | New |
| Convergence Investment Partners, LLC | 17,645 | $2.78M | 1.45% | −1,393−7.3% | Reduced |
| Broadwater Capital Management LLC | 17,646 | $2.78M | 2.18% | +17,646 | New |
| Pinkerton Retirement Specialists, LLC | 17,644 | $2.78M | 0.54% | −1,405−7.4% | Reduced |
| Lecap Asset Management Ltd | 17,634 | $2.78M | 1.01% | +17,634 | New |
| Richelieu Gestion PLC | 17,555 | $2.77M | 2.48% | +1,843+11.7% | Added |
| WT Wealth Management | 17,511 | $2.77M | 1.09% | +8,948+104.5% | Added |
| Arvest Investments, Inc. | 17,475 | $2.76M | 0.45% | +17,475 | New |
| Telos Capital Management, Inc. | 17,465 | $2.75M | 0.34% | +573+3.4% | Added |
| AIMZ Investment Advisors, LLC | 17,439 | $2.75M | 1.11% | −100−0.6% | Reduced |
| Equitable Trust Co | 17,420 | $2.75M | 0.21% | −408−2.3% | Reduced |
| EverSource Wealth Advisors, LLC | 17,407 | $2.74M | 0.25% | +1,723+11.0% | Added |
| SeaBridge Investment Advisors LLC | 17,363 | $2.74M | 0.80% | +1,147+7.1% | Added |
| Warren Averett Asset Management, LLC | 17,332 | $2.73M | 0.10% | +5,862+51.1% | Added |
| J. W. Coons Advisors, LLC | 17,331 | $2.73M | 0.74% | −100−0.6% | Reduced |
| Summit Asset Management, LLC | 17,289 | $2.73M | 0.65% | −408−2.3% | Reduced |
| Connectus Wealth, LLC | 17,234 | $2.72M | 0.06% | −628−3.5% | Reduced |
| Peddock Capital Advisors, LLC | 17,265 | $2.72M | 0.83% | +115+0.7% | Added |
| Golden State Equity Partners | 17,221 | $2.71M | 0.66% | −2,359−12.0% | Reduced |
| Diligent Investors, LLC | 17,189 | $2.71M | 0.74% | +29+0.2% | Added |
| Hollow Brook Wealth Management LLC | 17,098 | $2.71M | 1.08% | +20+0.1% | Added |
| North Star Investment Management Corp. | 17,153 | $2.70M | 0.21% | −35−0.2% | Reduced |
| Octavia Wealth Advisors, LLC | 17,086 | $2.70M | 0.48% | −54−0.3% | Reduced |
| Cetera Trust Company, N.A | 17,136 | $2.70M | 1.68% | +17,136 | New |
| Eads & Heald Wealth Management | 17,136 | $2.70M | 1.30% | +110+0.6% | Added |
| Madden Securities Corp | 17,094 | $2.69M | 1.43% | −1,845−9.7% | Reduced |
| Sargent Investment Group, LLC | 17,020 | $2.68M | 0.59% | +2,792+19.6% | Added |
| Pine Valley Investments Ltd Liability Co | 16,990 | $2.68M | 0.23% | +2,102+14.1% | Added |
| AMJ Financial Wealth Management | 16,983 | $2.68M | 1.13% | +16,983 | New |
| Capital Investment Advisory Services, LLC | 16,918 | $2.67M | 0.25% | −1,284−7.1% | Reduced |
| William Blair Investment Management, LLC | 16,889 | $2.66M | 0.01% | +2,040+13.7% | Added |
| Schechter Investment Advisors, LLC | 16,884 | $2.66M | 0.23% | +86+0.5% | Added |
| Dearborn Partners LLC | 16,878 | $2.66M | 0.10% | +71+0.4% | Added |
| Allen Capital Group, LLC | 16,876 | $2.66M | 0.44% | +2,298+15.8% | Added |
| Dividend Assets Capital, LLC | 16,686 | $2.63M | 0.52% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 16,650 | $2.62M | 0.87% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,586 | $2.61M | 1.61% | −334−2.0% | Reduced |
| Naples Global Advisors, LLC | 16,510 | $2.61M | 0.29% | −942−5.4% | Reduced |
| Plancorp, LLC | 16,563 | $2.61M | 0.13% | +461+2.9% | Added |
| Robbins Farley LLC | 16,557 | $2.61M | 1.64% | −1,712−9.4% | Reduced |
| Old Second National Bank of Aurora | 16,541 | $2.61M | 0.72% | +107+0.7% | Added |
| Aaron Wealth Advisors | 16,537 | $2.61M | 0.43% | −15,098−47.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,501 | $2.60M | 0.30% | +11,318+218.4% | Added |
| Gold Investment Management Ltd. | 16,494 | $2.60M | 1.11% | +16,494 | New |
| Sterling Investment Advisors, Ltd. | 16,481 | $2.60M | 0.81% | +610+3.8% | Added |