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 |
|---|---|---|---|---|---|
| Marshall Financial Group LLC | 16,427 | $2.59M | 0.83% | +104+0.6% | Added |
| Private Trust Co NA | 16,426 | $2.59M | 0.30% | +394+2.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 16,368 | $2.59M | 0.05% | −5,140−23.9% | Reduced |
| Westpac Banking Corp | 16,377 | $2.58M | 0.21% | −5,536−25.3% | Reduced |
| MSH Capital Advisors LLC | 16,244 | $2.56M | 0.96% | −358−2.2% | Reduced |
| Stoneridge Investment Partners LLC | 16,213 | $2.56M | 1.08% | +8,992+124.5% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,152 | $2.55M | 1.15% | +115+0.7% | Added |
| Miller Investment Management, LP | 16,150 | $2.55M | 0.36% | 00.0% | Unchanged |
| Garner Asset Management Corp | 14,977 | $2.54M | 1.29% | +213+1.4% | Added |
| Ledyard National Bank | 16,119 | $2.54M | 0.26% | +149+0.9% | Added |
| Roberts Glore & Co Inc | 16,016 | $2.52M | 0.79% | +325+2.1% | Added |
| Amussen Hunsaker Associates LLC | 15,979 | $2.52M | 0.51% | +86+0.5% | Added |
| Duncker Streett & Co Inc | 15,940 | $2.51M | 0.53% | −23−0.1% | Reduced |
| Snider Financial Group | 15,927 | $2.51M | 1.16% | +764+5.0% | Added |
| Duff & Phelps Investment Management Co | 15,916 | $2.51M | 0.03% | +140+0.9% | Added |
| Security National Bank of So Dak | 15,907 | $2.51M | 1.65% | −148−0.9% | Reduced |
| Quantbot Technologies LP | 15,905 | $2.51M | 0.15% | +15,905 | New |
| Siemens Fonds Invest GmbH | 15,898 | $2.51M | 0.20% | +3,704+30.4% | Added |
| Beverly Hills Private Wealth, LLC | 15,888 | $2.50M | 0.65% | −20−0.1% | Reduced |
| New Hampshire Trust | 15,862 | $2.50M | 0.60% | −129−0.8% | Reduced |
| CWA Asset Management Group, LLC | 15,853 | $2.50M | 0.17% | −2,676−14.4% | Reduced |
| D.B. Root & Company, LLC | 15,849 | $2.50M | 0.91% | −86−0.5% | Reduced |
| Hilltop Holdings Inc. | 15,832 | $2.50M | 0.28% | +2,020+14.6% | Added |
| Guardian Wealth Advisors, LLC | 15,736 | $2.48M | 0.38% | +1,069+7.3% | Added |
| Dakota Wealth Management | 15,731 | $2.48M | 0.10% | +876+5.9% | Added |
| Beck Capital Management, LLC | 15,700 | $2.48M | 0.85% | +15,700 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,671 | $2.47M | 0.24% | +1,335+9.3% | Added |
| Delap Wealth Advisory, LLC | 15,628 | $2.46M | 1.12% | +6,620+73.5% | Added |
| Naviter Wealth, LLC | 15,575 | $2.46M | 0.50% | +1,894+13.8% | Added |
| SeaCrest Wealth Management, LLC | 15,713 | $2.46M | 0.30% | −252−1.6% | Reduced |
| Ci Investments Inc. | 15,594 | $2.46M | 0.01% | −17,168−52.4% | Reduced |
| Advocate Group LLC | 15,594 | $2.46M | 0.53% | −1,071−6.4% | Reduced |
| AllGen Financial Advisors, Inc. | 15,579 | $2.46M | 1.28% | −598−3.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 15,551 | $2.45M | 0.12% | +3,044+24.3% | Added |
| Finer Wealth Management, Inc. | 15,467 | $2.44M | 1.82% | −206−1.3% | Reduced |
| ICW Investment Advisors LLC | 15,451 | $2.44M | 1.19% | +62+0.4% | Added |
| Cigna Investments Inc | 15,319 | $2.42M | 0.50% | −37−0.2% | Reduced |
| Northstar Asset Management LLC | 15,315 | $2.41M | 0.64% | −302−1.9% | Reduced |
| Hudson Value Partners, LLC | 15,292 | $2.41M | 1.12% | +362+2.4% | Added |
| Phoenix Wealth Advisors | 15,132 | $2.41M | 1.68% | −118−0.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 15,225 | $2.41M | 0.33% | −848−5.3% | Reduced |
| Essex Savings Bank | 15,267 | $2.41M | 0.70% | +412+2.8% | Added |
| Caliber Wealth Management, LLC | 15,241 | $2.40M | 1.41% | +475+3.2% | Added |
| Centaurus Financial, Inc. | 15,237 | $2.40M | 0.18% | +2,014+15.2% | Added |
| Fairfield, Bush & Co. | 15,223 | $2.40M | 1.41% | −993−6.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,115 | $2.38M | 0.05% | +15,115 | New |
| Wedmont Private Capital | 15,030 | $2.38M | 0.19% | −123−0.8% | Reduced |
| Spirit of America Management Corp | 15,084 | $2.38M | 0.52% | +200+1.3% | Added |
| Dumont & Blake Investment Advisors LLC | 15,041 | $2.37M | 0.73% | −904−5.7% | Reduced |
| Shepherd Financial Partners LLC | 15,036 | $2.37M | 0.34% | −40.0% | Reduced |
| Valmark Advisers, Inc. | 15,021 | $2.37M | 0.04% | −744−4.7% | Reduced |
| Mustard Seed Financial, LLC | 15,009 | $2.37M | 2.67% | +15,009 | New |
| Bangor Savings Bank | 14,952 | $2.36M | 0.26% | +1,406+10.4% | Added |
| Telemus Capital, LLC | 14,899 | $2.35M | 0.19% | −41−0.3% | Reduced |
| Sumitomo Life Insurance Co | 14,869 | $2.34M | 0.07% | −771−4.9% | Reduced |
| Darwin Advisors, LLC | 14,845 | $2.34M | 0.63% | +14,845 | New |
| Mission Wealth Management, LP | 14,832 | $2.34M | 0.08% | +1,884+14.6% | Added |
| Archford Capital Strategies, LLC | 14,804 | $2.33M | 0.43% | −3,942−21.0% | Reduced |
| Beacon Financial Group | 14,792 | $2.33M | 0.28% | −620−4.0% | Reduced |
| Steward Partners Investment Solutions, LLC | 14,784 | $2.33M | 0.97% | +14,784 | New |
| Allred Capital Management, LLC | 14,755 | $2.33M | 1.01% | −72−0.5% | Reduced |
| Aspen Investment Management Inc | 14,713 | $2.32M | 1.30% | +118+0.8% | Added |
| Systematic Alpha Investments, LLC | 14,700 | $2.32M | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 14,687 | $2.32M | 0.27% | −720−4.7% | Reduced |
| Chatham Capital Group, Inc. | 14,684 | $2.31M | 0.47% | +865+6.3% | Added |
| Lester Murray Antman dba SimplyRich | 14,642 | $2.31M | 0.79% | +33+0.2% | Added |
| Trifecta Capital Advisors, LLC | 14,540 | $2.29M | 0.63% | +585+4.2% | Added |
| JCIC Asset Management Inc. | 14,527 | $2.29M | 1.02% | −18−0.1% | Reduced |
| BBR Partners, LLC | 14,522 | $2.29M | 0.23% | +121+0.8% | Added |
| Westover Capital Advisors, LLC | 14,461 | $2.28M | 0.74% | +2,692+22.9% | Added |
| CoreCap Advisors, LLC | 14,445 | $2.28M | 0.15% | −599−4.0% | Reduced |
| IFP Advisors, Inc | 14,408 | $2.27M | 0.11% | −3,743−20.6% | Reduced |
| Weaver Capital Management LLC | 14,377 | $2.27M | 0.92% | +14,377 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 14,339 | $2.26M | 0.43% | +75+0.5% | Added |
| Belmont Capital, LLC | 14,306 | $2.26M | 0.96% | +51+0.4% | Added |
| Hemenway Trust Co LLC | 14,247 | $2.25M | 0.21% | −2,180−13.3% | Reduced |
| Clarius Group, LLC | 14,244 | $2.25M | 0.19% | −1,013−6.6% | Reduced |
| Canandaigua National Bank & Trust Co | 14,225 | $2.24M | 0.35% | −166−1.2% | Reduced |
| Smithfield Trust Co | 14,215 | $2.24M | 0.13% | −252−1.7% | Reduced |
| Cidel Asset Management Inc | 14,207 | $2.24M | 0.10% | +14,207 | New |
| West Michigan Advisors, LLC | 14,193 | $2.24M | 0.85% | +2,924+25.9% | Added |
| Freedom Day Solutions, LLC | 14,137 | $2.23M | 0.87% | −145−1.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,110 | $2.22M | 0.26% | +2,850+25.3% | Added |
| Welch Group, LLC | 14,067 | $2.22M | 0.12% | +60.0% | Added |
| R.H. Dinel Investment Counsel, Inc. | 14,050 | $2.21M | 1.51% | −1,000−6.6% | Reduced |
| Parsons Capital Management Inc | 14,039 | $2.21M | 0.16% | +1,864+15.3% | Added |
| Oak Harbor Wealth Partners, LLC | 14,017 | $2.21M | 0.74% | −590−4.0% | Reduced |
| CFM Wealth Partners LLC | 13,982 | $2.20M | 0.50% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13,827 | $2.19M | 0.43% | 00.0% | Unchanged |
| Intrust Bank NA | 13,838 | $2.18M | 0.25% | +200+1.5% | Added |
| NTV Asset Management LLC | 13,818 | $2.18M | 0.37% | +332+2.5% | Added |
| Koshinski Asset Management, Inc. | 13,777 | $2.17M | 0.33% | −10,691−43.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 13,759 | $2.17M | 0.17% | +13,759 | New |
| Central Valley Advisors, LLC | 13,757 | $2.17M | 1.28% | +13,757 | New |
| Abbrea Capital, LLC | 13,693 | $2.17M | 0.31% | −25−0.2% | Reduced |
| Change Path, LLC | 13,737 | $2.17M | 0.14% | +982+7.7% | Added |
| Evergreen Capital Management LLC | 13,621 | $2.15M | 0.09% | +843+6.6% | Added |
| Strategic Wealth Partners, Ltd. | 13,657 | $2.15M | 0.27% | −1,063−7.2% | Reduced |
| Rockline Wealth Management, LLC | 13,637 | $2.15M | 0.89% | +13,637 | New |
| Quadrant Private Wealth Management, LLC | 13,585 | $2.15M | 0.60% | +388+2.9% | Added |