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 |
|---|---|---|---|---|---|
| Bank of Stockton | 13,208 | $2.14M | 0.71% | −130−1.0% | Reduced |
| David Loasby | 13,641 | $2.14M | 0.23% | −343−2.5% | Reduced |
| Kanawha Capital Management LLC | 13,556 | $2.14M | 0.20% | +668+5.2% | Added |
| Wealth Alliance Advisory Group, LLC | 13,546 | $2.14M | 0.56% | +1,419+11.7% | Added |
| Sunbelt Securities, Inc. | 13,541 | $2.13M | 0.27% | +434+3.3% | Added |
| Fifth Third Wealth Advisors LLC | 13,534 | $2.13M | 0.69% | +3,094+29.6% | Added |
| Burke & Herbert Bank & Trust Co | 13,517 | $2.13M | 1.53% | −105−0.8% | Reduced |
| Stokes Family Office, LLC | 13,462 | $2.12M | 0.29% | −8,261−38.0% | Reduced |
| Security National Bank of Sioux City Iowa | 13,461 | $2.12M | 1.60% | −246−1.8% | Reduced |
| Capital Planning Advisors, LLC | 13,453 | $2.12M | 0.40% | +4,569+51.4% | Added |
| Wintrust Investments LLC | 13,448 | $2.12M | 0.21% | −800−5.6% | Reduced |
| Atlantic Union Bankshares Corp | 13,431 | $2.12M | 0.20% | −1,373−9.3% | Reduced |
| Eagle Bluffs Wealth Management LLC | 13,328 | $2.11M | 1.44% | +115+0.9% | Added |
| Lincoln Capital Corp | 13,306 | $2.10M | 1.02% | −1,502−10.1% | Reduced |
| St. Johns Investment Management Company, LLC | 13,291 | $2.10M | 1.07% | −13−0.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 13,288 | $2.09M | 1.83% | −4,502−25.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,271 | $2.09M | 0.34% | −434−3.2% | Reduced |
| Geneva Capital Management LLC | 13,262 | $2.09M | 0.04% | −667−4.8% | Reduced |
| First Heartland Consultants, Inc. | 13,247 | $2.09M | 0.25% | +3,744+39.4% | Added |
| Riverbridge Partners LLC | 13,224 | $2.08M | 0.03% | −323−2.4% | Reduced |
| Simplicity Wealth,LLC | 13,206 | $2.08M | 0.81% | +6,682+102.4% | Added |
| Moreno Evelyn V | 13,200 | $2.08M | 0.98% | −21,452−61.9% | Reduced |
| Jones Financial Companies LLLP | 13,185 | $2.08M | 0.00% | +474+3.7% | Added |
| Pegasus Asset Management, Inc. | 13,115 | $2.07M | 0.89% | +18+0.1% | Added |
| Symphony Financial, Ltd. Co. | 12,771 | $2.07M | 0.44% | −832−6.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 13,054 | $2.06M | 0.84% | +13,054 | New |
| Zullo Investment Group, Inc. | 13,045 | $2.06M | 1.05% | −613−4.5% | Reduced |
| Kesler, Norman & Wride, LLC | 13,025 | $2.05M | 0.47% | −37−0.3% | Reduced |
| NVWM, LLC | 12,976 | $2.05M | 0.62% | +150+1.2% | Added |
| Beech Hill Advisors, Inc. | 13,018 | $2.05M | 0.99% | −2,270−14.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $2.05M | 0.71% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 12,999 | $2.05M | 0.13% | +1,225+10.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12,990 | $2.05M | 0.01% | +1,102+9.3% | Added |
| 9258 Wealth Management, LLC | 12,972 | $2.04M | 0.36% | +235+1.8% | Added |
| Pinnbrook Capital Management LP | 12,930 | $2.04M | 0.48% | −49,224−79.2% | Reduced |
| Martin & Co Inc | 12,901 | $2.03M | 0.50% | −669−4.9% | Reduced |
| Harbour Investments, Inc. | 12,815 | $2.02M | 0.08% | +1,859+17.0% | Added |
| Invst, LLC | 11,813 | $2.01M | 0.26% | −426−3.5% | Reduced |
| GeoWealth Management, LLC | 12,684 | $2.00M | 0.17% | +9,779+336.6% | Added |
| Kovack Advisors, Inc. | 12,621 | $1.99M | 0.24% | −756−5.7% | Reduced |
| Continuum Advisory, LLC | 12,609 | $1.99M | 0.28% | −21,112−62.6% | Reduced |
| Successful Portfolios LLC | 12,606 | $1.99M | 1.49% | −110−0.9% | Reduced |
| Evernest Financial Advisors, LLC | 12,604 | $1.99M | 1.01% | +12,604 | New |
| Bremer Bank National Association | 12,591 | $1.98M | 0.37% | +490+4.0% | Added |
| Gibraltar Capital Management, Inc. | 12,579 | $1.98M | 0.85% | −40.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 12,557 | $1.98M | 1.61% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12,536 | $1.98M | 0.14% | −19−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 12,455 | $1.97M | 0.12% | −3,144−20.2% | Reduced |
| XTX Topco Ltd | 12,507 | $1.97M | 0.43% | +12,507 | New |
| Peterson Wealth Management | 12,501 | $1.97M | 1.77% | +3,693+41.9% | Added |
| Quilter Plc | 12,500 | $1.97M | 0.07% | −245−1.9% | Reduced |
| Bowman & Co S.C. | 12,471 | $1.97M | 1.37% | +578+4.9% | Added |
| Midland Wealth Advisors LLC | 12,427 | $1.96M | 0.13% | +12,427 | New |
| Windsor Capital Management, LLC | 12,396 | $1.95M | 0.64% | −172−1.4% | Reduced |
| JT Stratford LLC | 12,372 | $1.95M | 0.45% | −487−3.8% | Reduced |
| Deltec Asset Management LLC | 12,372 | $1.95M | 0.44% | +10,850+712.9% | Added |
| Waddell & Associates, LLC | 12,503 | $1.95M | 0.26% | −6,005−32.4% | Reduced |
| Pettee Investors, Inc. | 12,339 | $1.95M | 0.86% | −500−3.9% | Reduced |
| Trust Co of Virginia | 12,327 | $1.94M | 0.20% | −565−4.4% | Reduced |
| Holderness Investments Co | 12,327 | $1.94M | 0.53% | +5,126+71.2% | Added |
| FLC Capital Advisors | 12,325 | $1.94M | 0.52% | −124−1.0% | Reduced |
| Weatherly Asset Management L. P. | 12,268 | $1.94M | 0.21% | −81−0.7% | Reduced |
| StoneX Group Inc. | 12,248 | $1.94M | 0.19% | +43+0.4% | Added |
| Exchange Bank | 12,288 | $1.94M | 1.68% | −181−1.5% | Reduced |
| Sterling Investment Management, Inc. | 12,276 | $1.94M | 1.42% | −79−0.6% | Reduced |
| Catalyst Capital Advisors LLC | 12,273 | $1.93M | 0.05% | +211+1.7% | Added |
| Doliver Advisors, LP | 12,262 | $1.93M | 0.59% | −986−7.4% | Reduced |
| Gables Capital Management Inc. | 12,255 | $1.93M | 1.20% | +22+0.2% | Added |
| Oarsman Capital, Inc. | 12,255 | $1.93M | 0.51% | +33+0.3% | Added |
| Front Row Advisors LLC | 12,186 | $1.93M | 0.89% | −90−0.7% | Reduced |
| Page Arthur B | 12,200 | $1.92M | 2.03% | −1,505−11.0% | Reduced |
| Perpetual Ltd | 12,132 | $1.91M | 0.02% | −7,530−38.3% | Reduced |
| Monetary Management Group Inc | 12,086 | $1.91M | 0.59% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 11,982 | $1.89M | 1.17% | −265−2.2% | Reduced |
| White Pine Capital LLC | 11,971 | $1.89M | 0.73% | −766−6.0% | Reduced |
| Verity Asset Management, Inc. | 11,965 | $1.89M | 1.21% | +44+0.4% | Added |
| Ironwood Investment Counsel, LLC | 11,960 | $1.89M | 0.35% | −400−3.2% | Reduced |
| Insight Inv LLC | 11,917 | $1.88M | 1.84% | +70+0.6% | Added |
| Eudaimonia Partners, LLC | 11,916 | $1.88M | 0.49% | +5,284+79.7% | Added |
| Etesian Wealth Advisors, Inc. | 11,920 | $1.88M | 1.13% | −314−2.6% | Reduced |
| Ronald Blue Trust, Inc. | 11,744 | $1.88M | 0.03% | −911−7.2% | Reduced |
| Transcend Wealth Collective, LLC | 11,912 | $1.88M | 0.17% | +567+5.0% | Added |
| Avantax Planning Partners, Inc. | 11,899 | $1.88M | 0.07% | +521+4.6% | Added |
| Ethic Inc. | 11,876 | $1.87M | 0.06% | +3,895+48.8% | Added |
| Global Trust Asset Management, LLC | 11,776 | $1.86M | 0.81% | −294−2.4% | Reduced |
| GFG Capital, LLC | 11,767 | $1.86M | 0.50% | −210−1.8% | Reduced |
| Portside Wealth Group, LLC | 11,706 | $1.85M | 0.34% | −892−7.1% | Reduced |
| PFG Investments, LLC | 11,699 | $1.84M | 0.34% | +442+3.9% | Added |
| CoreFirst Bank & Trust | 11,693 | $1.84M | 1.23% | −75−0.6% | Reduced |
| HCR Wealth Advisors | 11,655 | $1.84M | 0.29% | +1,073+10.1% | Added |
| Beacon Investment Advisors LLC | 11,613 | $1.83M | 1.17% | −285−2.4% | Reduced |
| Pinnacle Holdings, LLC | 11,560 | $1.82M | 0.75% | +108+0.9% | Added |
| Claro Advisors LLC | 11,552 | $1.82M | 0.40% | +949+9.0% | Added |
| RFP Financial Group LLC | 11,536 | $1.82M | 0.74% | +99+0.9% | Added |
| Icapital Wealth LLC | 11,512 | $1.81M | 1.17% | +1,000+9.5% | Added |
| Wolff Wiese Magana LLC | 11,475 | $1.81M | 1.72% | +1,985+20.9% | Added |
| X-Square Capital, LLC | 11,409 | $1.80M | 0.99% | +4,423+63.3% | Added |
| Trust Co of Oklahoma | 11,399 | $1.80M | 0.67% | 00.0% | Unchanged |
| Providence First Trust Co | 11,391 | $1.80M | 0.88% | −35−0.3% | Reduced |
| Delta Investment Management, LLC | 11,365 | $1.79M | 0.44% | +629+5.9% | Added |