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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 75,718 | $11.9M | 0.15% | +10,232+15.6% | Added |
| Edge Wealth Management LLC | 75,238 | $11.9M | 2.59% | −963−1.3% | Reduced |
| Brookstone Capital Management | 75,180 | $11.9M | 0.23% | −123−0.2% | Reduced |
| CSM Advisors, LLC | 74,831 | $11.8M | 0.85% | −820−1.1% | Reduced |
| Levin Capital Strategies, L.P. | 74,680 | $11.8M | 1.31% | +73,023+4,406.9% | Added |
| Patten & Patten Inc | 74,530 | $11.7M | 0.96% | +6,669+9.8% | Added |
| Townsend & Associates, Inc | 73,082 | $11.7M | 1.47% | +34,173+87.8% | Added |
| James Investment Research Inc | 73,902 | $11.7M | 1.46% | −3,053−4.0% | Reduced |
| Lynch & Associates | 73,793 | $11.6M | 2.83% | −390−0.5% | Reduced |
| New Mexico Educational Retirement Board | 72,993 | $11.5M | 0.44% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 71,995 | $11.4M | 0.09% | −4,529−5.9% | Reduced |
| Phoenix Holdings Ltd. | 66,790 | $11.2M | 0.19% | +23,179+53.1% | Added |
| Cetera Advisors LLC | 70,970 | $11.2M | 0.16% | +8,470+13.6% | Added |
| Lazard Asset Management LLC | 70,852 | $11.2M | 0.01% | −2,508−3.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 73,233 | $11.1M | 0.41% | +73,233 | New |
| Dodge & Cox | 69,820 | $11.0M | 0.01% | −1,950−2.7% | Reduced |
| Callahan Advisors, LLC | 69,699 | $11.0M | 1.27% | −209−0.3% | Reduced |
| Ossiam | 69,558 | $11.0M | 0.18% | −195,175−73.7% | Reduced |
| Arvest Trust Co N A | 69,420 | $10.9M | 0.66% | −879−1.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 69,118 | $10.9M | 0.05% | +2,036+3.0% | Added |
| Core Alternative Capital | 69,111 | $10.9M | 1.87% | −22,055−24.2% | Reduced |
| Snowden Capital Advisors LLC | 68,180 | $10.7M | 0.41% | +3,290+5.1% | Added |
| SG Americas Securities, LLC | 67,872 | $10.7M | 0.12% | +36,700+117.7% | Added |
| Fiduciary Group LLC | 67,867 | $10.7M | 1.25% | −4,388−6.1% | Reduced |
| LMCG Investments, LLC | 67,628 | $10.7M | 0.66% | −341−0.5% | Reduced |
| Hartline Investment Corp | 67,522 | $10.6M | 1.72% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 67,405 | $10.6M | 0.08% | +48,658+259.6% | Added |
| Invictus Private Wealth, LLC | 67,191 | $10.6M | 1.04% | −8,151−10.8% | Reduced |
| Metis Global Partners, LLC | 66,886 | $10.5M | 0.42% | +8,161+13.9% | Added |
| ClariVest Asset Management LLC | 66,721 | $10.5M | 0.58% | −13,118−16.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 66,491 | $10.5M | 0.36% | +1,501+2.3% | Added |
| LMG Wealth Partners, LLC | 66,462 | $10.5M | 2.91% | −488−0.7% | Reduced |
| Abner Herrman & Brock LLC | 66,255 | $10.4M | 1.47% | −435−0.7% | Reduced |
| Modera Wealth Management, LLC | 66,159 | $10.4M | 0.17% | −1,502−2.2% | Reduced |
| Credit Agricole S A | 66,059 | $10.4M | 0.22% | +29,619+81.3% | Added |
| Granite Bay Wealth Management, LLC | 65,520 | $10.4M | 0.09% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 65,768 | $10.4M | 3.75% | −1,734−2.6% | Reduced |
| Apollon Wealth Management, LLC | 65,402 | $10.3M | 0.36% | +22,186+51.3% | Added |
| CCM Investment Advisers LLC | 65,348 | $10.3M | 1.27% | +271+0.4% | Added |
| Rowland & Co Investment Counsel | 65,002 | $10.2M | 2.35% | −75−0.1% | Reduced |
| Nixon Peabody Trust Co | 64,826 | $10.2M | 1.15% | +52,883+442.8% | Added |
| Allen Investment Management LLC | 64,537 | $10.2M | 0.14% | +49+0.1% | Added |
| Empirical Capital Management, LLC | 64,000 | $10.1M | 9.23% | +64,000 | New |
| Kovitz Investment Group Partners, LLC | 63,649 | $10.0M | 0.17% | −1,981−3.0% | Reduced |
| City Holding Co | 63,454 | $10.0M | 1.61% | +201+0.3% | Added |
| Norinchukin Bank, The | 63,440 | $10.0M | 0.23% | −6,619−9.4% | Reduced |
| Gotham Asset Management, LLC | 63,433 | $10.0M | 0.19% | −15,126−19.3% | Reduced |
| Easterly Investment Partners LLC | 63,354 | $9.99M | 1.07% | −23,439−27.0% | Reduced |
| Rockland Trust Co | 63,120 | $9.95M | 0.54% | −79,525−55.8% | Reduced |
| Meitav Dash Investments Ltd | 62,868 | $9.94M | 0.15% | +99+0.2% | Added |
| Webster Bank, N. A. | 62,540 | $9.86M | 1.21% | +601+1.0% | Added |
| Dorchester Wealth Management Co | 62,173 | $9.80M | 1.81% | +128+0.2% | Added |
| Greystone Financial Group, LLC | 61,823 | $9.75M | 2.26% | +1,000+1.6% | Added |
| GFS Advisors, LLC | 61,819 | $9.75M | 1.42% | 00.0% | Unchanged |
| Savant Capital, LLC | 61,481 | $9.69M | 0.12% | −791−1.3% | Reduced |
| JB Capital LLC | 60,693 | $9.57M | 0.71% | +8,232+15.7% | Added |
| Ritholtz Wealth Management | 60,475 | $9.53M | 0.37% | +3,033+5.3% | Added |
| ARS Wealth Advisors Group, LLC | 60,433 | $9.53M | 1.41% | −10,410−14.7% | Reduced |
| Sawtooth Solutions, LLC | 60,215 | $9.49M | 0.26% | +2,645+4.6% | Added |
| St Germain D J Co Inc | 60,092 | $9.47M | 0.49% | −1,066−1.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 60,077 | $9.47M | 0.37% | −706−1.2% | Reduced |
| Canal Insurance CO | 60,000 | $9.46M | 2.62% | 00.0% | Unchanged |
| Terry L. Blaker | 59,868 | $9.44M | 0.77% | +6,428+12.0% | Added |
| Foster & Motley Inc | 59,838 | $9.43M | 0.70% | −4,389−6.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 59,834 | $9.43M | 0.20% | +7,060+13.4% | Added |
| Tower Bridge Advisors | 59,716 | $9.41M | 0.81% | −1,616−2.6% | Reduced |
| MMBG Investment Advisors Co. | 59,210 | $9.33M | 1.10% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 59,159 | $9.33M | 1.77% | −8,945−13.1% | Reduced |
| HighPoint Advisor Group LLC | 152,799 | $9.26M | 0.66% | +152,799 | New |
| iA Global Asset Management Inc. | 58,529 | $9.23M | 0.21% | −52,294−47.2% | Reduced |
| Motco | 58,301 | $9.19M | 0.59% | +726+1.3% | Added |
| Metropolitan Life Insurance Co | 58,066 | $9.15M | 0.43% | −983−1.7% | Reduced |
| Executive Wealth Management, LLC | 58,064 | $9.15M | 0.86% | −752−1.3% | Reduced |
| Ieq Capital, LLC | 58,021 | $9.15M | 0.15% | −2,532−4.2% | Reduced |
| Allworth Financial LP | 57,930 | $9.13M | 0.07% | +192+0.3% | Added |
| Richard C. Young & CO., LTD. | 57,825 | $9.12M | 1.22% | +2,314+4.2% | Added |
| Kingsview Wealth Management, LLC | 57,489 | $9.06M | 0.27% | +24,725+75.5% | Added |
| GHP Investment Advisors, Inc. | 57,467 | $9.06M | 0.49% | +1,023+1.8% | Added |
| Bradley Foster & Sargent Inc | 56,998 | $8.99M | 0.17% | +10,763+23.3% | Added |
| Carlson Capital L P | 56,900 | $8.97M | 0.72% | +56,900 | New |
| SeaTown Holdings Pte. Ltd. | 56,600 | $8.92M | 1.23% | −196,000−77.6% | Reduced |
| Hook Mill Capital Partners, LP | 56,565 | $8.92M | 2.35% | −7,929−12.3% | Reduced |
| LS Investment Advisors, LLC | 56,536 | $8.91M | 1.55% | +890+1.6% | Added |
| Visionary Wealth Advisors | 56,507 | $8.91M | 0.65% | +975+1.8% | Added |
| One Capital Management, LLC | 56,350 | $8.88M | 0.35% | −799−1.4% | Reduced |
| Charter Trust Co | 56,262 | $8.87M | 0.66% | +475+0.9% | Added |
| Mattern Capital Management, LLC | 56,258 | $8.87M | 1.29% | +1,588+2.9% | Added |
| Moran Wealth Management, LLC | 56,226 | $8.86M | 0.32% | −1,442−2.5% | Reduced |
| TownSquare Capital, LLC | 56,165 | $8.85M | 0.15% | −2,168−3.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 56,160 | $8.85M | 0.11% | −2,065−3.5% | Reduced |
| Sowell Financial Services LLC | 55,775 | $8.82M | 0.48% | −1,178−2.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 55,952 | $8.82M | 1.91% | +30+0.1% | Added |
| Great Valley Advisor Group, Inc. | 55,949 | $8.82M | 0.31% | +2,419+4.5% | Added |
| First American Trust, FSB | 55,923 | $8.82M | 1.09% | +2,348+4.4% | Added |
| Lowe Brockenbrough & Co Inc | 55,714 | $8.81M | 0.68% | −4,556−7.6% | Reduced |
| Ziegler Capital Management, LLC | 55,862 | $8.81M | 0.40% | −2,169−3.7% | Reduced |
| Valicenti Advisory Services Inc | 55,852 | $8.80M | 2.68% | +934+1.7% | Added |
| Dynamic Advisor Solutions LLC | 55,988 | $8.77M | 0.33% | +29,399+110.6% | Added |
| Kavar Capital Partners Group, LLC | 55,650 | $8.77M | 0.98% | +28,899+108.0% | Added |
| Farmers Trust Co | 55,388 | $8.73M | 1.82% | −1,310−2.3% | Reduced |