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 |
|---|---|---|---|---|---|
| Baker Chad R | 34,340 | $5.41M | 1.22% | +1,225+3.7% | Added |
| Fragasso Group Inc. | 34,333 | $5.41M | 0.49% | −2,193−6.0% | Reduced |
| Plimoth Trust Co LLC | 34,322 | $5.41M | 1.56% | −248−0.7% | Reduced |
| Banque Cantonale Vaudoise | 34,269 | $5.40M | 0.23% | −10,190−22.9% | Reduced |
| Loomis Sayles & Co L P | 34,109 | $5.38M | 0.01% | +11,418+50.3% | Added |
| Alberta Investment Management Corp | 34,100 | $5.38M | 0.05% | 00.0% | Unchanged |
| Old National Bancorp | 34,089 | $5.37M | 0.14% | +426+1.3% | Added |
| Harrell Investment Partners, LLC | 34,037 | $5.37M | 1.67% | +659+2.0% | Added |
| Degroof Petercam Asset Management | 33,900 | $5.34M | 0.07% | +33,900 | New |
| IFG Advisory, LLC | 33,704 | $5.31M | 0.39% | −160.0% | Reduced |
| WCG Wealth Advisors LLC | 33,545 | $5.29M | 0.39% | +3,208+10.6% | Added |
| Silvercrest Asset Management Group LLC | 33,425 | $5.27M | 0.04% | +2,639+8.6% | Added |
| LGT Group Foundation | 33,417 | $5.27M | 0.12% | −6,898−17.1% | Reduced |
| Adell Harriman & Carpenter Inc | 33,251 | $5.24M | 0.49% | +704+2.2% | Added |
| Little House Capital LLC | 33,203 | $5.23M | 1.91% | +892+2.8% | Added |
| Game Creek Capital, LP | 33,125 | $5.22M | 3.00% | +22,375+208.1% | Added |
| Ashton Thomas Private Wealth, LLC | 33,084 | $5.22M | 0.33% | +873+2.7% | Added |
| Asset Planning Services Inc | 33,040 | $5.21M | 3.17% | −250−0.8% | Reduced |
| DLK Investment Management, LLC | 32,826 | $5.18M | 2.36% | +32,826 | New |
| Silphium Asset Management Ltd | 32,600 | $5.14M | 2.74% | +12,400+61.4% | Added |
| TD Private Client Wealth LLC | 32,501 | $5.12M | 0.19% | −1,150−3.4% | Reduced |
| Hilton Capital Management, LLC | 32,498 | $5.12M | 0.55% | −33,116−50.5% | Reduced |
| Asset Dedication, LLC | 32,433 | $5.11M | 0.42% | +99+0.3% | Added |
| Consolidated Planning Corp | 32,204 | $5.08M | 0.95% | +573+1.8% | Added |
| Opus Investment Management Inc | 32,000 | $5.04M | 2.89% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 31,911 | $5.03M | 1.21% | +31,911 | New |
| Busey Wealth Management | 31,899 | $5.03M | 0.19% | −454−1.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 31,845 | $5.02M | 1.59% | +63+0.2% | Added |
| Freestone Capital Holdings, LLC | 31,828 | $5.02M | 0.23% | +877+2.8% | Added |
| Sound View Wealth Advisors Group, LLC | 31,823 | $5.02M | 0.55% | +2,334+7.9% | Added |
| Royal Fund Management, LLC | 31,678 | $5.00M | 0.63% | −951−2.9% | Reduced |
| Cornerstone Wealth Group, LLC | 31,744 | $5.00M | 0.72% | −3,369−9.6% | Reduced |
| Acropolis Investment Management, LLC | 31,462 | $4.96M | 0.35% | −1,393−4.2% | Reduced |
| Horrell Capital Management, Inc. | 31,434 | $4.96M | 1.49% | +144+0.5% | Added |
| BKD Wealth Advisors, LLC | 31,398 | $4.95M | 0.14% | −1,392−4.2% | Reduced |
| Proficio Capital Partners LLC | 31,306 | $4.94M | 0.61% | −76−0.2% | Reduced |
| Strategy Asset Managers LLC | 31,217 | $4.92M | 1.17% | +1,822+6.2% | Added |
| Texas Yale Capital Corp. | 31,155 | $4.91M | 0.23% | −35−0.1% | Reduced |
| SignalPoint Asset Management, LLC | 31,145 | $4.91M | 1.45% | +3,234+11.6% | Added |
| Nomura Holdings Inc | 31,111 | $4.90M | 0.04% | +6,045+24.1% | Added |
| Hamilton Point Investment Advisors, LLC | 30,840 | $4.88M | 0.99% | +255+0.8% | Added |
| Signet Investment Advisory Group, Inc. | 30,802 | $4.86M | 2.92% | +127+0.4% | Added |
| Moneta Group Investment Advisors LLC | 30,651 | $4.83M | 0.10% | +546+1.8% | Added |
| Jacobs & Co | 30,638 | $4.83M | 0.55% | −150−0.5% | Reduced |
| Wedbush Securities Inc | 30,604 | $4.83M | 0.21% | −139−0.5% | Reduced |
| Banque Pictet & Cie SA | 30,605 | $4.82M | 0.05% | +6,155+25.2% | Added |
| Exeter Financial, LLC | 30,089 | $4.79M | 2.32% | +497+1.7% | Added |
| RBA Wealth Management, LLC | 30,344 | $4.78M | 2.09% | +51+0.2% | Added |
| YHB Investment Advisors, Inc. | 30,325 | $4.78M | 0.46% | −30,144−49.9% | Reduced |
| Chickasaw Capital Management LLC | 30,307 | $4.78M | 0.25% | +280+0.9% | Added |
| NewEdge Wealth, LLC | 30,211 | $4.76M | 0.12% | +6,775+28.9% | Added |
| Arete Wealth Advisors, LLC | 30,196 | $4.76M | 0.36% | −799−2.6% | Reduced |
| Ameritas Advisory Services, LLC | 28,783 | $4.75M | 0.26% | −5,277−15.5% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 30,111 | $4.75M | 1.08% | −16,270−35.1% | Reduced |
| Constitution Capital LLC | 30,099 | $4.75M | 2.86% | +270+0.9% | Added |
| Richard Bernstein Advisors LLC | 30,071 | $4.74M | 0.11% | +2,215+8.0% | Added |
| Power Corp of Canada | 30,005 | $4.73M | 0.49% | +139+0.5% | Added |
| Spinnaker Trust | 29,964 | $4.72M | 0.32% | +383+1.3% | Added |
| Wendell David Associates Inc | 29,868 | $4.71M | 0.51% | −633−2.1% | Reduced |
| Apexium Financial, LP | 29,868 | $4.71M | 0.34% | +28,194+1,684.2% | Added |
| Spring Capital Management, LLC | 29,863 | $4.71M | 3.69% | +837+2.9% | Added |
| Riggs Asset Managment Co. Inc. | 29,856 | $4.71M | 1.50% | −22−0.1% | Reduced |
| Clearstead Advisors, LLC | 29,787 | $4.70M | 0.25% | +173+0.6% | Added |
| Courier Capital LLC | 29,658 | $4.68M | 0.35% | +575+2.0% | Added |
| Amarillo National Bank | 29,643 | $4.67M | 0.90% | +37+0.1% | Added |
| Summit Financial Strategies, Inc. | 29,598 | $4.67M | 0.71% | −391−1.3% | Reduced |
| Wealthspire Advisors, LLC | 29,541 | $4.66M | 0.07% | +7,330+33.0% | Added |
| Washington Trust Advisors, Inc. | 29,504 | $4.65M | 0.45% | −57−0.2% | Reduced |
| Millennium Capital Advisors, LLC | 29,492 | $4.65M | 3.56% | −150−0.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 29,270 | $4.61M | 0.83% | +560+2.0% | Added |
| William Allan, LLC | 29,269 | $4.61M | 3.31% | −142−0.5% | Reduced |
| Legato Capital Management LLC | 29,233 | $4.61M | 0.60% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 29,233 | $4.61M | 1.65% | +250+0.9% | Added |
| Jackson Hole Capital Partners, LLC | 29,178 | $4.60M | 1.17% | +2,951+11.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 27,758 | $4.59M | 0.05% | −255−0.9% | Reduced |
| Capital Analysts, LLC | 29,040 | $4.58M | 0.23% | +761+2.7% | Added |
| Wade G W & Inc | 29,041 | $4.58M | 0.15% | +1,095+3.9% | Added |
| Annandale Capital, LLC | 28,999 | $4.57M | 1.07% | −127−0.4% | Reduced |
| Inscription Capital, LLC | 28,979 | $4.57M | 1.25% | +1,428+5.2% | Added |
| Commerzbank Aktiengesellschaft | 28,876 | $4.55M | 0.18% | +12,345+74.7% | Added |
| First Citizens Bank & Trust Co | 28,872 | $4.55M | 0.08% | −2,246−7.2% | Reduced |
| Rothschild Investment LLC | 28,532 | $4.50M | 0.38% | +28,532 | New |
| Robertson Stephens Wealth Management, LLC | 28,397 | $4.49M | 0.28% | −27,454−49.2% | Reduced |
| J.W. Cole Advisors, Inc. | 28,381 | $4.47M | 0.26% | −847−2.9% | Reduced |
| Bank of Hawaii | 28,378 | $4.47M | 0.24% | −261−0.9% | Reduced |
| Mechanics Bank Trust Department | 28,362 | $4.47M | 0.70% | −18−0.1% | Reduced |
| Estabrook Capital Management | 28,345 | $4.47M | 0.73% | −288−1.0% | Reduced |
| Groupama Asset Managment | 64,786 | $4.47M | 0.12% | +64,786 | New |
| Journey Advisory Group, LLC | 28,335 | $4.47M | 0.61% | −778−2.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 28,332 | $4.47M | 0.04% | −424,296−93.7% | Reduced |
| Westwood Management Corp | 28,320 | $4.46M | 1.65% | −5,500−16.3% | Reduced |
| Vise Technologies, Inc. | 28,268 | $4.46M | 0.96% | +3,144+12.5% | Added |
| Windward Capital Management Co | 28,156 | $4.44M | 0.38% | +300+1.1% | Added |
| Equitable Holdings, Inc. | 28,024 | $4.42M | 0.05% | +3,864+16.0% | Added |
| Fulton Bank, N.A. | 28,000 | $4.41M | 0.20% | −2,128−7.1% | Reduced |
| Rheos Capital Works Inc. | 28,000 | $4.41M | 0.24% | +28,000 | New |
| Kettle Hill Capital Management, LLC | 27,851 | $4.39M | 1.15% | +27,851 | New |
| Legacy Wealth Management, LLC | 27,839 | $4.39M | 2.12% | −160−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 27,823 | $4.39M | 0.25% | +352+1.3% | Added |
| World Equity Group, Inc. | 30,000 | $4.38M | 0.88% | −726−2.4% | Reduced |