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; 4,426 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
- 3,090
- +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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 112,739 | $17.8M | 0.61% | +2,159+2.0% | Added |
| Managed Asset Portfolios, LLC | 112,713 | $17.8M | 2.69% | +11,107+10.9% | Added |
| Toroso Investments, LLC | 112,485 | $17.7M | 0.42% | +53,101+89.4% | Added |
| First National Trust Co | 112,233 | $17.7M | 0.78% | −10,682−8.7% | Reduced |
| BancorpSouth Bank | 111,358 | $17.6M | 1.43% | +468+0.4% | Added |
| Oregon Public Employees Retirement Fund | 111,346 | $17.6M | 0.31% | +1,044+0.9% | Added |
| Maryland State Retirement & Pension System | 111,128 | $17.5M | 0.36% | +1,183+1.1% | Added |
| Independent Advisor Alliance | 110,838 | $17.5M | 0.63% | +7,875+7.6% | Added |
| South Dakota Investment Council | 110,178 | $17.4M | 0.37% | −10,483−8.7% | Reduced |
| Northeast Investment Management | 109,499 | $17.3M | 0.92% | +2,063+1.9% | Added |
| Whittier Trust Co | 109,454 | $17.3M | 0.28% | −1,919−1.7% | Reduced |
| Varma Mutual Pension Insurance Co | 108,800 | $17.2M | 0.19% | +108,800 | New |
| MAI Capital Management | 107,197 | $16.9M | 0.22% | +6,091+6.0% | Added |
| Cullen Investment Group, Ltd. | 107,020 | $16.9M | 2.95% | +107,020 | New |
| Washington Trust Co | 106,819 | $16.8M | 0.67% | +531+0.5% | Added |
| JustInvest LLC | 106,727 | $16.8M | 0.43% | +4,688+4.6% | Added |
| Vident Advisory, LLC | 105,453 | $16.6M | 0.42% | +7,917+8.1% | Added |
| Lido Advisors, LLC | 104,926 | $16.6M | 0.17% | +10,270+10.8% | Added |
| Aptus Capital Advisors, LLC | 103,824 | $16.4M | 0.48% | −1,983−1.9% | Reduced |
| Bollard Group LLC | 103,480 | $16.3M | 0.57% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 103,356 | $16.3M | 1.99% | +291+0.3% | Added |
| Anchor Capital Advisors LLC | 101,804 | $16.0M | 0.42% | −3,994−3.8% | Reduced |
| DuPont Capital Management Corp | 101,801 | $16.0M | 1.40% | −5,930−5.5% | Reduced |
| Oppenheimer Asset Management Inc. | 101,597 | $16.0M | 0.22% | −3,107−3.0% | Reduced |
| Symmetry Investments LP | 101,250 | $16.0M | 2.92% | +85,285+534.2% | Added |
| Sonora Investment Management Group, LLC | 101,234 | $16.0M | 1.30% | +2,865+2.9% | Added |
| National Asset Management, Inc. | 100,334 | $15.9M | 0.43% | −3,273−3.2% | Reduced |
| Advisors Capital Management, LLC | 100,176 | $15.8M | 0.32% | −6,407−6.0% | Reduced |
| Vontobel Holding Ltd. | 100,081 | $15.8M | 0.13% | −3,175−3.1% | Reduced |
| Exchange Traded Concepts, LLC | 99,660 | $15.7M | 0.42% | +51,725+107.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 99,137 | $15.6M | 0.48% | +269+0.3% | Added |
| Woodson Capital Management, LP | 98,000 | $15.4M | 3.59% | +98,000 | New |
| Sandy Spring Bank | 97,866 | $15.4M | 0.77% | +1,676+1.7% | Added |
| Agf Management Ltd | 97,296 | $15.3M | 0.09% | +81,980+535.3% | Added |
| HB Wealth Management, LLC | 97,295 | $15.3M | 0.22% | +1,160+1.2% | Added |
| FineMark National Bank & Trust | 97,286 | $15.3M | 0.63% | −285−0.3% | Reduced |
| CV Advisors LLC | 97,134 | $15.3M | 11.06% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 96,703 | $15.2M | 0.73% | −1,160−1.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 96,589 | $15.2M | 0.60% | +399+0.4% | Added |
| Hartford Investment Management Co | 96,054 | $15.1M | 0.56% | −2,096−2.1% | Reduced |
| Westchester Capital Management, Inc. | 96,001 | $15.1M | 4.07% | −1,351−1.4% | Reduced |
| Synovus Financial Corp | 95,748 | $15.1M | 0.21% | −18,544−16.2% | Reduced |
| HM Payson & Co | 95,584 | $15.1M | 0.31% | −2,254−2.3% | Reduced |
| Bellecapital International Ltd. | 95,515 | $15.1M | 3.42% | −3,559−3.6% | Reduced |
| Tompkins Financial Corp | 95,046 | $15.0M | 1.81% | +8,540+9.9% | Added |
| Prana Capital Management, LP | 94,959 | $15.0M | 0.88% | −26,413−21.8% | Reduced |
| Calamos Wealth Management LLC | 94,575 | $14.9M | 0.94% | −645−0.7% | Reduced |
| Ofi Invest Asset Management | 104,381 | $14.9M | 0.50% | −156,136−59.9% | Reduced |
| Prospera Financial Services Inc | 94,429 | $14.9M | 0.49% | +2,945+3.2% | Added |
| Two Sigma Securities, LLC | 94,326 | $14.9M | 0.68% | −269,760−74.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 93,806 | $14.8M | 2.00% | +1,512+1.6% | Added |
| Edge Capital Group, LLC | 93,376 | $14.7M | 0.82% | +3,120+3.5% | Added |
| Sather Financial Group Inc | 93,079 | $14.7M | 1.09% | +20.0% | Added |
| FORA Capital, LLC | 91,909 | $14.5M | 1.24% | +91,909 | New |
| Atwood & Palmer Inc | 91,869 | $14.5M | 1.17% | +272+0.3% | Added |
| Quantitative Investment Management, LLC | 91,482 | $14.4M | 0.83% | +34,158+59.6% | Added |
| TCTC Holdings, LLC | 91,115 | $14.4M | 0.52% | +373+0.4% | Added |
| Securian Asset Management, Inc | 90,337 | $14.2M | 0.40% | −12,081−11.8% | Reduced |
| Northwest & Ethical Investments L.P. | 90,133 | $14.2M | 0.44% | −450−0.5% | Reduced |
| Candriam Luxembourg S.C.A. | 90,122 | $14.2M | 0.10% | +8,285+10.1% | Added |
| Atria Wealth Solutions, Inc. | 89,828 | $14.2M | 0.18% | −767−0.8% | Reduced |
| TCG Advisory Services, LLC | 89,880 | $14.2M | 0.98% | +58,707+188.3% | Added |
| South State Corp. | 88,107 | $13.9M | 1.18% | −110−0.1% | Reduced |
| Marco Investment Management LLC | 87,988 | $13.9M | 1.42% | +2,533+3.0% | Added |
| First Nebraska Trust Co | 87,359 | $13.8M | 1.59% | −91−0.1% | Reduced |
| Janney Capital Management LLC | 87,259 | $13.8M | 0.92% | −2,324−2.6% | Reduced |
| Louisiana State Employees Retirement System | 86,300 | $13.6M | 0.28% | −2,100−2.4% | Reduced |
| Stonebridge Capital Advisors LLC | 86,178 | $13.6M | 1.36% | +1,533+1.8% | Added |
| Quantinno Capital Management LP | 85,772 | $13.5M | 0.47% | +4,317+5.3% | Added |
| Stillwater Capital Advisors, LLC | 85,734 | $13.5M | 2.17% | −113−0.1% | Reduced |
| Montag A & Associates Inc | 85,240 | $13.5M | 0.75% | +1,546+1.8% | Added |
| Cutler Investment Counsel LLC | 84,536 | $13.4M | 1.91% | +529+0.6% | Added |
| Van Eck Associates Corp | 84,667 | $13.3M | 0.02% | −5,276−5.9% | Reduced |
| Axxcess Wealth Management, LLC | 83,586 | $13.2M | 0.39% | +20,705+32.9% | Added |
| Segment Wealth Management, LLC | 83,107 | $13.1M | 1.16% | +2,504+3.1% | Added |
| Zweig-DiMenna Associates LLC | 82,010 | $12.9M | 1.49% | −2,290−2.7% | Reduced |
| Concurrent Investment Advisors, LLC | 81,855 | $12.9M | 0.61% | +81,855 | New |
| Moors & Cabot, Inc. | 81,802 | $12.9M | 0.80% | +189+0.2% | Added |
| Jupiter Asset Management Ltd | 81,719 | $12.9M | 0.13% | +48,648+147.1% | Added |
| Nemes Rush Group LLC | 81,318 | $12.8M | 2.07% | +1,108+1.4% | Added |
| Guardian Capital Advisors LP | 80,206 | $12.7M | 1.32% | −4,233−5.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 80,059 | $12.6M | 0.23% | +10,499+15.1% | Added |
| Motley Fool Asset Management LLC | 80,025 | $12.6M | 0.94% | +80,025 | New |
| Parthenon LLC | 80,010 | $12.6M | 1.74% | −495−0.6% | Reduced |
| Unisphere Establishment | 80,000 | $12.6M | 0.13% | +80,000 | New |
| Hamel Associates, Inc. | 79,856 | $12.6M | 4.44% | −595−0.7% | Reduced |
| K.J. Harrison & Partners Inc | 79,676 | $12.6M | 2.13% | +45,972+136.4% | Added |
| Wesbanco Bank Inc | 78,852 | $12.4M | 0.70% | −11,799−13.0% | Reduced |
| Franklin Street Advisors Inc | 78,509 | $12.4M | 1.01% | −1,840−2.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 78,345 | $12.4M | 0.25% | +15,448+24.6% | Added |
| CTC LLC | 77,981 | $12.3M | 0.12% | +77,981 | New |
| Simmons Bank | 77,562 | $12.2M | 1.00% | −1,601−2.0% | Reduced |
| Forbes J M & Co LLP | 77,399 | $12.2M | 1.42% | +1,383+1.8% | Added |
| GDS Wealth Management | 76,953 | $12.1M | 1.64% | +7,608+11.0% | Added |
| American National Bank | 76,518 | $12.1M | 1.89% | +9,064+13.4% | Added |
| Thoroughbred Financial Services, LLC | 76,196 | $12.0M | 0.97% | +6,045+8.6% | Added |
| Picton Mahoney Asset Management | 76,060 | $12.0M | 0.56% | −17,007−18.3% | Reduced |
| Venturi Wealth Management, LLC | 75,983 | $12.0M | 0.85% | +204+0.3% | Added |
| Advisory Services Network, LLC | 75,944 | $12.0M | 0.29% | +5,082+7.2% | Added |
| Resources Investment Advisors, LLC. | 75,933 | $12.0M | 0.21% | +3,027+4.2% | Added |