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 |
|---|---|---|---|---|---|
| JGP Wealth Management, LLC | 43,484 | $6.86M | 1.02% | +1,972+4.8% | Added |
| Strategic Blueprint, LLC | 43,232 | $6.82M | 0.56% | −110−0.3% | Reduced |
| Wetherby Asset Management Inc | 42,956 | $6.77M | 0.35% | −213−0.5% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 42,684 | $6.75M | 0.46% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 42,717 | $6.73M | 0.86% | −314−0.7% | Reduced |
| Walker Asset Management, LLC | 42,702 | $6.73M | 4.86% | +946+2.3% | Added |
| O'Brien Greene & Co. Inc | 42,646 | $6.72M | 2.36% | −380−0.9% | Reduced |
| Iyo Bank, Ltd. | 42,540 | $6.71M | 3.18% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 42,465 | $6.70M | 2.80% | −385−0.9% | Reduced |
| Roundview Capital LLC | 42,432 | $6.69M | 0.62% | −2,097−4.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 42,422 | $6.69M | 2.77% | +42,422 | New |
| Mutual Advisors, LLC | 42,393 | $6.68M | 0.23% | +8,083+23.6% | Added |
| First National Bank of Omaha | 42,327 | $6.67M | 0.42% | −13,585−24.3% | Reduced |
| Everence Capital Management Inc | 42,300 | $6.67M | 0.48% | +2,590+6.5% | Added |
| Laurel Wealth Advisors LLC | 42,267 | $6.66M | 1.27% | +475+1.1% | Added |
| WESPAC Advisors SoCal, LLC | 42,248 | $6.66M | 1.94% | +1,283+3.1% | Added |
| Clarity Financial LLC | 42,200 | $6.65M | 1.17% | +40,820+2,958.0% | Added |
| Greenline Partners, LLC | 42,021 | $6.62M | 1.12% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 41,913 | $6.61M | 2.30% | +421+1.0% | Added |
| Independent Financial Group, LLC | 41,903 | $6.61M | 0.35% | +13,321+46.6% | Added |
| Cutler Group LP | 41,888 | $6.60M | 0.92% | +22,501+116.1% | Added |
| Caldwell Trust Co | 41,763 | $6.58M | 0.83% | −1,586−3.7% | Reduced |
| Goelzer Investment Management, Inc. | 41,731 | $6.58M | 0.42% | +375+0.9% | Added |
| Addenda Capital Inc. | 41,489 | $6.56M | 0.26% | −39−0.1% | Reduced |
| Perigon Wealth Management, LLC | 41,619 | $6.56M | 0.21% | +183+0.4% | Added |
| Fiduciary Trust Co | 41,601 | $6.56M | 0.11% | −597−1.4% | Reduced |
| Community Bank, N.A. | 41,485 | $6.54M | 0.85% | −626−1.5% | Reduced |
| Headinvest, LLC | 41,472 | $6.54M | 1.36% | −726−1.7% | Reduced |
| McGuire Investment Group, LLC | 41,304 | $6.51M | 1.09% | +7,404+21.8% | Added |
| Strategic Planning Group, LLC | 41,110 | $6.48M | 2.15% | +41,110 | New |
| First National Bank of Mount Dora, Trust Investment Services | 40,986 | $6.46M | 1.72% | −411−1.0% | Reduced |
| Marex Group plc | 40,911 | $6.45M | 0.25% | +40,911 | New |
| Jacobi Capital Management LLC | 40,831 | $6.44M | 0.66% | −96−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 40,781 | $6.43M | 0.23% | −527−1.3% | Reduced |
| Parallel Advisors, LLC | 40,746 | $6.42M | 0.19% | −1,796−4.2% | Reduced |
| Schnieders Capital Management LLC | 40,728 | $6.42M | 1.42% | −10,398−20.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 40,478 | $6.38M | 0.10% | −847−2.0% | Reduced |
| Capital Investment Advisors, LLC | 40,341 | $6.36M | 0.16% | −200−0.5% | Reduced |
| Cohen Klingenstein LLC | 40,300 | $6.35M | 0.26% | 00.0% | Unchanged |
| Field & Main Bank | 40,265 | $6.35M | 2.68% | +210+0.5% | Added |
| Investment House LLC | 40,031 | $6.31M | 0.45% | −390−1.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 40,000 | $6.31M | 0.87% | 00.0% | Unchanged |
| Nwi Management LP | 40,000 | $6.31M | 1.28% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 39,873 | $6.30M | 0.35% | 00.0% | Unchanged |
| Csenge Advisory Group | 39,529 | $6.23M | 0.39% | +222+0.6% | Added |
| Community Bank & Trust, Waco, Texas | 39,460 | $6.22M | 1.70% | +1,962+5.2% | Added |
| SFMG, LLC | 39,401 | $6.21M | 0.58% | +160.0% | Added |
| Empowered Funds, LLC | 39,373 | $6.21M | 0.16% | +8,887+29.2% | Added |
| King Wealth | 39,264 | $6.19M | 1.20% | +1,356+3.6% | Added |
| Fundamentun, LLC | 39,112 | $6.17M | 0.73% | +533+1.4% | Added |
| Assetmark, Inc | 39,055 | $6.16M | 0.02% | +2,607+7.2% | Added |
| Waterloo Capital, L.P. | 38,951 | $6.14M | 0.99% | +31,507+423.3% | Added |
| First Interstate Bank | 38,790 | $6.12M | 0.45% | −1,172−2.9% | Reduced |
| Erste Asset Management GmbH | 38,664 | $6.09M | 0.09% | +350+0.9% | Added |
| Bahl & Gaynor Inc | 38,594 | $6.08M | 0.04% | +345+0.9% | Added |
| Dana Investment Advisors, Inc. | 38,511 | $6.07M | 0.29% | +2,524+7.0% | Added |
| Canal Capital Management, LLC | 38,479 | $6.07M | 1.12% | +1,446+3.9% | Added |
| Laffer Tengler Investments | 38,442 | $6.06M | 1.61% | +1,908+5.2% | Added |
| Spire Wealth Management | 37,254 | $6.05M | 0.21% | +5,578+17.6% | Added |
| Miracle Mile Advisors, LLC | 38,328 | $6.04M | 0.17% | +25,707+203.7% | Added |
| Red Door Wealth Management, LLC | 38,271 | $6.03M | 1.31% | +1,980+5.5% | Added |
| Venture Visionary Partners LLC | 38,068 | $6.00M | 0.32% | +5,085+15.4% | Added |
| Cornerstone Wealth Management, LLC | 37,831 | $5.96M | 0.51% | −1,716−4.3% | Reduced |
| Advanced Asset Management Advisors Inc | 37,615 | $5.93M | 1.41% | −35−0.1% | Reduced |
| Sitrin Capital Management LLC | 37,498 | $5.91M | 3.45% | −532−1.4% | Reduced |
| Investment Advisory Services Inc | 37,494 | $5.91M | 2.33% | −437−1.2% | Reduced |
| NBC Securities, Inc. | 37,472 | $5.91M | 0.60% | −1,779−4.5% | Reduced |
| Oak Family Advisors, LLC | 37,433 | $5.90M | 2.48% | +3,760+11.2% | Added |
| HTLF Bank | 37,349 | $5.89M | 0.69% | +37,349 | New |
| Winton Group Ltd | 37,301 | $5.88M | 0.43% | −19,197−34.0% | Reduced |
| Saranac Partners Ltd | 37,286 | $5.88M | 3.89% | −17,338−31.7% | Reduced |
| Summit Financial, LLC | 36,777 | $5.82M | 0.38% | +17,555+91.3% | Added |
| Weik Capital Management | 36,745 | $5.79M | 2.68% | −1,127−3.0% | Reduced |
| NBT Bank N A | 36,571 | $5.77M | 0.45% | +5,054+16.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 36,481 | $5.75M | 2.89% | −36,581−50.1% | Reduced |
| Pavion Blue Capital, LLC | 36,458 | $5.75M | 3.17% | −133−0.4% | Reduced |
| FJ Investments, LLC | 36,408 | $5.74M | 0.27% | +36,408 | New |
| First Personal Financial Services | 36,372 | $5.73M | 1.40% | −11,434−23.9% | Reduced |
| Buck Wealth Strategies, LLC | 36,116 | $5.69M | 2.11% | −662−1.8% | Reduced |
| Polar Capital Holdings Plc | 36,032 | $5.68M | 0.04% | −16,412−31.3% | Reduced |
| Proequities, Inc. | 35,777 | $5.66M | 0.40% | +1,791+5.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,871 | $5.66M | 0.32% | +1,651+4.8% | Added |
| Diversified Trust Co | 35,814 | $5.65M | 0.19% | −646−1.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 35,642 | $5.62M | 1.21% | −2,367−6.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 35,630 | $5.62M | 0.31% | +3,480+10.8% | Added |
| Berger Financial Group, Inc | 35,490 | $5.59M | 0.58% | −650−1.8% | Reduced |
| Twin Capital Management Inc | 35,469 | $5.59M | 0.73% | −502−1.4% | Reduced |
| Financial & Tax Architects, LLC | 35,340 | $5.57M | 1.65% | −1,849−5.0% | Reduced |
| Great Lakes Advisors, LLC | 35,197 | $5.55M | 0.05% | +1,334+3.9% | Added |
| Glen Eagle Advisors, LLC | 35,172 | $5.54M | 1.15% | +7,038+25.0% | Added |
| Baugh & Associates, LLC | 35,167 | $5.54M | 3.19% | +251+0.7% | Added |
| United Capital Management of KS, Inc. | 35,166 | $5.54M | 1.68% | +972+2.8% | Added |
| Flputnam Investment Management Co | 35,085 | $5.53M | 0.13% | +340+1.0% | Added |
| Balentine LLC | 35,023 | $5.52M | 0.18% | −4,476−11.3% | Reduced |
| Patton Albertson Miller Group, LLC | 34,811 | $5.49M | 0.92% | +5,695+19.6% | Added |
| Grassi Investment Management | 34,707 | $5.47M | 0.57% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 34,665 | $5.46M | 0.39% | +25,944+297.5% | Added |
| Conning Inc. | 34,607 | $5.46M | 0.19% | +2,129+6.6% | Added |
| Symmetry Partners, LLC | 34,400 | $5.42M | 0.29% | −4,048−10.5% | Reduced |
| Horizon Investments, LLC | 34,371 | $5.42M | 0.15% | −18,037−34.4% | Reduced |