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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 55,282 | $8.72M | 0.14% | +11,193+25.4% | Added |
| Shelter Mutual Insurance Co | 55,222 | $8.71M | 2.40% | −12,950−19.0% | Reduced |
| Makena Capital Management LLC | 55,057 | $8.68M | 1.97% | −20,678−27.3% | Reduced |
| Colonial Trust Advisors | 55,046 | $8.68M | 0.92% | −145−0.3% | Reduced |
| Ascent Wealth Partners, LLC | 54,904 | $8.66M | 1.41% | +2,982+5.7% | Added |
| Ascent Group, LLC | 50,571 | $8.61M | 0.82% | +400+0.8% | Added |
| Arkadios Wealth Advisors | 54,440 | $8.58M | 0.73% | −1,014−1.8% | Reduced |
| First American Bank | 54,215 | $8.55M | 0.71% | −1,047−1.9% | Reduced |
| TLW Wealth Management, LLC | 54,034 | $8.52M | 6.07% | +3,393+6.7% | Added |
| Stratos Wealth Partners, LTD. | 54,030 | $8.52M | 0.16% | +1,868+3.6% | Added |
| American Assets Investment Management, LLC | 54,000 | $8.51M | 0.88% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 53,960 | $8.51M | 0.19% | −25,638−32.2% | Reduced |
| Eagle Asset Management Inc | 53,955 | $8.51M | 0.05% | −4,884−8.3% | Reduced |
| Waters Parkerson & Co., LLC | 53,891 | $8.50M | 0.47% | −50−0.1% | Reduced |
| Physicians Financial Services, Inc. | 53,852 | $8.49M | 3.22% | +194+0.4% | Added |
| Griffin Asset Management, Inc. | 53,556 | $8.44M | 1.07% | +4,204+8.5% | Added |
| Gabelli Funds LLC | 53,500 | $8.43M | 0.06% | +775+1.5% | Added |
| Foster Victor Wealth Advisors, LLC | 53,224 | $8.42M | 0.86% | −16,991−24.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 53,317 | $8.41M | 1.03% | −900−1.7% | Reduced |
| Bleakley Financial Group, LLC | 53,128 | $8.38M | 0.27% | +2,632+5.2% | Added |
| Avitas Wealth Management LLC | 53,113 | $8.37M | 1.40% | +1,798+3.5% | Added |
| Bright Rock Capital Management, LLC | 53,000 | $8.36M | 1.89% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 52,703 | $8.33M | 2.52% | −2,150−3.9% | Reduced |
| Pacific Global Investment Management CO | 52,720 | $8.31M | 1.69% | −936−1.7% | Reduced |
| Eisler Capital (UK) Ltd. | 52,706 | $8.31M | 0.76% | +17,237+48.6% | Added |
| Lee Danner & Bass Inc | 52,667 | $8.30M | 0.71% | −21,936−29.4% | Reduced |
| Level Four Advisory Services, LLC | 52,552 | $8.28M | 0.46% | +639+1.2% | Added |
| Atwater Malick LLC | 52,529 | $8.28M | 3.25% | +1,112+2.2% | Added |
| Parkside Investments, LLC | 52,317 | $8.25M | 1.40% | −4,485−7.9% | Reduced |
| Choate Investment Advisors | 52,040 | $8.20M | 0.25% | +18,737+56.3% | Added |
| IHT Wealth Management, LLC | 51,910 | $8.18M | 0.36% | +3,274+6.7% | Added |
| RBF Capital, LLC | 51,774 | $8.16M | 0.51% | 00.0% | Unchanged |
| WS Management LLLP | 51,768 | $8.16M | 0.80% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 51,557 | $8.13M | 0.20% | −3,040−5.6% | Reduced |
| Jefferies Financial Group Inc. | 51,537 | $8.12M | 0.13% | +47,486+1,172.2% | Added |
| Marietta Wealth Management, LLC | 51,272 | $8.08M | 1.44% | +65+0.1% | Added |
| Cardinal Capital Management | 50,807 | $8.04M | 1.52% | −218−0.4% | Reduced |
| Park Avenue Securities LLC | 50,956 | $8.03M | 0.11% | +5,996+13.3% | Added |
| Shelton Capital Management | 50,943 | $8.03M | 0.26% | −12,597−19.8% | Reduced |
| Vinva Investment Management Ltd | 50,874 | $8.02M | 0.56% | +7,043+16.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 50,821 | $8.01M | 0.56% | +475+0.9% | Added |
| Heritage Trust Co | 50,682 | $7.99M | 1.12% | +95+0.2% | Added |
| Meridian Management Co | 46,925 | $7.94M | 2.26% | −1,043−2.2% | Reduced |
| Freemont Management S.A. | 50,200 | $7.91M | 1.00% | 00.0% | Unchanged |
| Tredje AP-fonden | 50,000 | $7.88M | 0.10% | +50,000 | New |
| Mach-1 Financial Group, Inc. | 49,946 | $7.87M | 3.00% | +4,332+9.5% | Added |
| Osborne Partners Capital Management, LLC | 49,898 | $7.87M | 0.51% | 00.0% | Unchanged |
| Boyer & Corporon Wealth Management, LLC | 49,789 | $7.85M | 2.66% | +71+0.1% | Added |
| Wesleyan Assurance Society | 49,750 | $7.84M | 0.78% | +16,000+47.4% | Added |
| Keb Asset Management, LLC | 49,738 | $7.84M | 2.89% | −5,233−9.5% | Reduced |
| Leavell Investment Management, Inc. | 49,471 | $7.83M | 0.50% | +1,294+2.7% | Added |
| Auxier Asset Management | 49,461 | $7.80M | 1.26% | −1,092−2.2% | Reduced |
| Citizens Financial Group Inc | 49,258 | $7.77M | 0.27% | −1,113−2.2% | Reduced |
| Empirical Finance, LLC | 49,219 | $7.76M | 0.54% | +402+0.8% | Added |
| First Manhattan Co | 48,981 | $7.72M | 0.03% | −1,934−3.8% | Reduced |
| Toth Financial Advisory Corp | 48,949 | $7.72M | 1.05% | −254−0.5% | Reduced |
| FRG Family Wealth Advisors LLC | 48,732 | $7.68M | 1.56% | −730−1.5% | Reduced |
| Pittenger & Anderson Inc | 48,288 | $7.61M | 0.34% | −180−0.4% | Reduced |
| Hancock Whitney Corp | 48,241 | $7.61M | 0.28% | +37,909+366.9% | Added |
| Associated Banc-Corp | 48,131 | $7.59M | 0.26% | −247−0.5% | Reduced |
| Greenwood Capital Associates LLC | 48,071 | $7.58M | 0.98% | +9,928+26.0% | Added |
| Barbara Oil Co. | 48,000 | $7.57M | 3.41% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 47,900 | $7.55M | 1.29% | +941+2.0% | Added |
| EP Wealth Advisors, LLC | 47,707 | $7.52M | 0.10% | +4,567+10.6% | Added |
| Burney Co | 47,618 | $7.51M | 0.32% | −1,297−2.7% | Reduced |
| Alps Advisors Inc | 47,580 | $7.50M | 0.06% | +213+0.4% | Added |
| Trustmark National Bank Trust Department | 47,492 | $7.49M | 0.68% | +1,805+4.0% | Added |
| Meridian Wealth Management, LLC | 47,110 | $7.43M | 0.47% | +19,889+73.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 47,061 | $7.42M | 0.27% | +47,061 | New |
| Signaturefd, LLC | 47,059 | $7.42M | 0.17% | −559−1.2% | Reduced |
| Northwest Bancshares, Inc. | 46,956 | $7.40M | 1.35% | +1,558+3.4% | Added |
| Boston Research & Management Inc | 46,887 | $7.39M | 1.96% | +465+1.0% | Added |
| Tritonpoint Wealth, LLC | 46,680 | $7.39M | 0.72% | +46,680 | New |
| Legacy Private Trust Co. | 46,794 | $7.38M | 0.59% | +221+0.5% | Added |
| Bogart Wealth, LLC | 46,757 | $7.37M | 0.42% | +1,837+4.1% | Added |
| Bridgecreek Investment Management, LLC | 46,667 | $7.36M | 1.43% | −325−0.7% | Reduced |
| Trust Co of Vermont | 46,187 | $7.28M | 0.49% | +5,621+13.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 46,109 | $7.27M | 0.15% | −72,111−61.0% | Reduced |
| Veriti Management LLC | 46,102 | $7.27M | 0.65% | +2,672+6.2% | Added |
| GLOBALT Investments LLC | 45,569 | $7.18M | 0.30% | +45,569 | New |
| WealthPlan Investment Management, LLC | 45,521 | $7.18M | 1.15% | +1,174+2.6% | Added |
| Oak Harvest Investment Services | 45,518 | $7.18M | 1.43% | −16,891−27.1% | Reduced |
| Valeo Financial Advisors, LLC | 45,385 | $7.15M | 0.29% | −346−0.8% | Reduced |
| Greenleaf Trust | 45,370 | $7.15M | 0.08% | −1,127−2.4% | Reduced |
| Chemung Canal Trust Co | 45,315 | $7.14M | 1.48% | +267+0.6% | Added |
| Hodges Capital Management Inc. | 45,280 | $7.14M | 0.38% | +18,737+70.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 45,154 | $7.12M | 0.19% | +107+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 44,905 | $7.08M | 0.83% | −331−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 44,801 | $7.06M | 0.23% | +70.0% | Added |
| Cypress Capital Group | 44,689 | $7.05M | 0.92% | −329−0.7% | Reduced |
| Covington Investment Advisors Inc. | 44,580 | $7.03M | 1.28% | −239−0.5% | Reduced |
| L & S Advisors Inc | 44,442 | $7.01M | 0.85% | +11,544+35.1% | Added |
| AIA Group Ltd | 44,413 | $7.00M | 0.29% | +2,186+5.2% | Added |
| Coldstream Capital Management Inc | 44,128 | $6.96M | 0.19% | +109+0.2% | Added |
| WealthPLAN Partners, LLC | 44,030 | $6.94M | 0.71% | −1,581−3.5% | Reduced |
| Ancora Advisors, LLC | 44,014 | $6.94M | 0.16% | +1,913+4.5% | Added |
| Woodstock Corp | 43,959 | $6.93M | 0.80% | +315+0.7% | Added |
| Pinnacle Financial Partners Inc | 43,877 | $6.92M | 0.16% | +2,027+4.8% | Added |
| Compagnie Lombard Odier SCmA | 43,584 | $6.87M | 0.13% | +27,582+172.4% | Added |
| Daymark Wealth Partners, LLC | 43,547 | $6.87M | 0.42% | +3,010+7.4% | Added |