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 7 sales; 4,426 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
- 3,091
- +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
- 1,162 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 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Country Trust Bank | 192,510 | $30.3M | 0.84% | −16,876−8.1% | Reduced |
| State of Alaska, Department of Revenue | 189,911 | $29.9M | 0.36% | −14,065−6.9% | Reduced |
| Delta Asset Management LLC | 188,232 | $29.7M | 2.83% | −2,940−1.5% | Reduced |
| Adviser Investments LLC | 187,918 | $29.6M | 0.42% | +117,390+166.4% | Added |
| KCM Investment Advisors LLC | 187,377 | $29.5M | 1.18% | +5,540+3.0% | Added |
| Vestcor Inc | 187,127 | $29.5M | 1.00% | −347−0.2% | Reduced |
| Raymond James Trust N.A. | 186,365 | $29.4M | 0.78% | +2,137+1.2% | Added |
| Kornitzer Capital Management Inc | 185,063 | $29.2M | 0.57% | −4,067−2.2% | Reduced |
| Xponance, Inc. | 184,275 | $29.1M | 0.35% | +7,745+4.4% | Added |
| Central Trust Co | 183,549 | $28.9M | 0.77% | −2,842−1.5% | Reduced |
| Simplex Trading, LLC | 181,161 | $28.6M | 0.89% | +143,162+376.8% | Added |
| United Services Automobile Association | 181,137 | $28.6M | 0.63% | +3,549+2.0% | Added |
| Advisors Asset Management, Inc. | 179,803 | $28.3M | 0.58% | +4,145+2.4% | Added |
| Heritage Wealth Advisors | 179,718 | $28.3M | 1.41% | +201+0.1% | Added |
| Beacon Pointe Advisors, LLC | 179,553 | $28.3M | 0.34% | −33,517−15.7% | Reduced |
| Renaissance Technologies LLC | 178,100 | $28.1M | 0.04% | −299,200−62.7% | Reduced |
| First Financial Bankshares Inc | 173,028 | $27.3M | 0.66% | +173,028 | New |
| Great West Life Assurance Co | 171,680 | $26.9M | 0.06% | +42,526+32.9% | Added |
| British Columbia Investment Management Corp | 170,406 | $26.9M | 0.22% | +35,639+26.4% | Added |
| Tiaa Trust, National Association | 169,184 | $26.7M | 0.09% | +68,794+68.5% | Added |
| Brinker Capital Investments, LLC | 166,600 | $26.4M | 0.31% | −7,315−4.2% | Reduced |
| Orion Portfolio Solutions, LLC | 166,600 | $26.4M | 0.31% | −7,315−4.2% | Reduced |
| Argent Trust Co | 167,073 | $26.3M | 1.31% | −1,600−0.9% | Reduced |
| Welch & Forbes LLC | 167,007 | $26.3M | 0.40% | +710+0.4% | Added |
| Verition Fund Management LLC | 166,375 | $26.2M | 0.27% | +109,289+191.4% | Added |
| Paralel Advisors LLC | 165,000 | $26.0M | 1.33% | −50,000−23.3% | Reduced |
| CBOE Vest Financial, LLC | 164,388 | $25.9M | 0.97% | +22,210+15.6% | Added |
| Oppenheimer & Co Inc | 163,242 | $25.7M | 0.47% | +12,469+8.3% | Added |
| First Horizon Advisors, Inc. | 163,028 | $25.7M | 0.85% | −1,440−0.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 161,125 | $25.4M | 0.40% | −7,881−4.7% | Reduced |
| Massachusetts Financial Services Co | 158,888 | $25.0M | 0.01% | −519,674−76.6% | Reduced |
| Lighthouse Investment Partners, LLC | 158,146 | $24.9M | 1.82% | +158,146 | New |
| Investment Management Corp of Ontario | 158,038 | $24.9M | 0.61% | +92,940+142.8% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 157,700 | $24.9M | 0.28% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 157,524 | $24.8M | 0.91% | −953−0.6% | Reduced |
| Absher Wealth Management, LLC | 155,855 | $24.6M | 3.70% | +12,169+8.5% | Added |
| Graham Capital Management, L.P. | 154,491 | $24.4M | 0.77% | −154,891−50.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 154,383 | $24.3M | 0.62% | −72,612−32.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 154,078 | $24.3M | 6.88% | +10,307+7.2% | Added |
| Crossmark Global Holdings, Inc. | 153,923 | $24.3M | 0.50% | +1,877+1.2% | Added |
| Fort Washington Investment Advisors Inc | 152,098 | $24.0M | 0.17% | +1,757+1.2% | Added |
| Guggenheim Capital LLC | 151,631 | $23.9M | 0.18% | +9,524+6.7% | Added |
| Pathstone Holdings, LLC | 149,856 | $23.8M | 0.13% | +149,856 | New |
| Country Club Bank | 149,060 | $23.5M | 1.78% | −914−0.6% | Reduced |
| Man Group plc | 148,729 | $23.4M | 0.07% | – | – |
| Peapack Gladstone Financial Corp | 147,818 | $23.3M | 0.39% | +1,722+1.2% | Added |
| Crawford Investment Counsel Inc | 146,914 | $23.2M | 0.46% | −290,110−66.4% | Reduced |
| RiverFront Investment Group, LLC | 170,931 | $23.1M | 0.73% | +85,187+99.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 146,000 | $23.0M | 0.31% | −36,200−19.9% | Reduced |
| Bridgeway Capital Management, LLC | 144,821 | $22.8M | 0.49% | +16,486+12.8% | Added |
| Banco Santander, S.A. | 142,436 | $22.5M | 0.27% | −38,800−21.4% | Reduced |
| LSV Asset Management | 141,740 | $22.3M | 0.05% | −61,160−30.1% | Reduced |
| Cornerstone Advisors, LLC | 141,700 | $22.3M | 0.98% | −15,900−10.1% | Reduced |
| Gratus Capital LLC | 141,326 | $22.3M | 1.27% | −986−0.7% | Reduced |
| Wealthfront Advisers LLC | 141,218 | $22.3M | 0.09% | −6,848−4.6% | Reduced |
| Walleye Capital LLC | 141,144 | $22.3M | 0.31% | −225,445−61.5% | Reduced |
| Quadrature Capital Ltd | 140,810 | $22.2M | 0.40% | +140,810 | New |
| HRT Financial LP | 140,438 | $22.1M | 0.16% | +140,438 | New |
| Pacer Advisors, Inc. | 140,080 | $22.1M | 0.06% | +44,271+46.2% | Added |
| Bartlett & Co. LLC | 138,853 | $22.0M | 0.36% | −1,354−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 138,853 | $22.0M | 0.36% | −1,354−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 138,435 | $21.8M | 0.22% | +2,550+1.9% | Added |
| Nicola Wealth Management Ltd. | 138,400 | $21.8M | 2.29% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 138,199 | $21.8M | 0.96% | −1,582−1.1% | Reduced |
| Oakworth Capital, Inc. | 136,377 | $21.5M | 1.72% | −1,021−0.7% | Reduced |
| Sapient Capital LLC | 135,863 | $21.5M | 0.55% | +135,863 | New |
| Tudor Investment Corp Et Al | 134,950 | $21.3M | 0.29% | +109,898+438.7% | Added |
| Brown Advisory Inc | 134,704 | $21.2M | 0.03% | −1,070−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 133,755 | $21.1M | 0.95% | +5,196+4.0% | Added |
| Greenwood Gearhart Inc | 131,083 | $20.7M | 2.20% | −35,439−21.3% | Reduced |
| Capital Fund Management S.A. | 130,912 | $20.6M | 0.26% | +130,912 | New |
| Novare Capital Management LLC | 130,499 | $20.6M | 2.09% | +2,103+1.6% | Added |
| Community Trust & Investment Co | 129,814 | $20.5M | 1.57% | +320.0% | Added |
| Prudential PLC | 129,553 | $20.4M | 0.22% | +17,567+15.7% | Added |
| Elo Mutual Pension Insurance Co | 129,244 | $20.4M | 0.55% | +5,285+4.3% | Added |
| Willis Investment Counsel | 128,530 | $20.3M | 1.43% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 128,464 | $20.3M | 0.34% | +3,470+2.8% | Added |
| Engineers Gate Manager LP | 127,300 | $20.1M | 0.57% | +118,407+1,331.5% | Added |
| Kestra Private Wealth Services, LLC | 126,491 | $19.9M | 0.51% | +16,048+14.5% | Added |
| Payden & Rygel | 125,700 | $19.8M | 1.44% | +116,300+1,237.2% | Added |
| Destination Wealth Management | 125,569 | $19.8M | 0.69% | −428−0.3% | Reduced |
| Massmutual Trust Co FSB | 125,003 | $19.7M | 0.66% | +16,334+15.0% | Added |
| Baader Bank INC | 123,798 | $19.5M | 1.66% | −23,400−15.9% | Reduced |
| GW Henssler & Associates Ltd | 123,096 | $19.4M | 1.28% | −1,305−1.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 122,426 | $19.4M | 0.53% | +11,169+10.0% | Added |
| Smith Group Asset Management, LLC | 122,700 | $19.3M | 1.13% | +122,700 | New |
| Brandywine Global Investment Management, LLC | 122,356 | $19.3M | 0.16% | −576−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 122,213 | $19.3M | 0.18% | −4,085−3.2% | Reduced |
| Gulf International Bank (UK) Ltd | 121,803 | $19.2M | 0.54% | −13,998−10.3% | Reduced |
| Atria Investments LLC | 120,015 | $18.9M | 0.29% | +2,192+1.9% | Added |
| Capital Investment Counsel, Inc | 117,313 | $18.5M | 3.24% | +260+0.2% | Added |
| Delta Global Management LP | 116,937 | $18.4M | 2.83% | +116,937 | New |
| Gradient Investments LLC | 116,098 | $18.3M | 0.44% | +12,090+11.6% | Added |
| D.A. Davidson & Co. | 114,721 | $18.1M | 0.18% | +8,374+7.9% | Added |
| Rafferty Asset Management, LLC | 114,680 | $18.1M | 0.08% | +5,593+5.1% | Added |
| Kentucky Retirement Systems | 114,138 | $18.0M | 0.56% | +1,375+1.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 114,135 | $18.0M | 0.08% | +110,838+3,361.8% | Added |
| Lathrop Investment Management Corp | 113,906 | $18.0M | 3.67% | −65−0.1% | Reduced |
| Azimuth Capital Investment Management LLC | 113,582 | $17.9M | 0.81% | −3,173−2.7% | Reduced |
| Beck Mack & Oliver LLC | 113,314 | $17.9M | 0.42% | −1,142−1.0% | Reduced |