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Livermore
Livermore
ZHEN

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, Q1 2023

Institutional positions in Walmart Inc. as of Mar 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
2,859
+104 vs. Q4 2022
Shares held
891.5M
+21.7M (+2.5%) vs. Q4 2022
Total value
$131.1B
+$7.73B (+6.3%) vs. Q4 2022
New holders
204
1,207 more added
Sold out
100
1,094 more reduced

59 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 2,859 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,426 institutions
Value heldQ1 2023: $131.1B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,426$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q4 2022.

Institutions holding WMT in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Summit Wealth Group, LLC54,557$00.00%+54,557New
Kessler Investment Group, LLC2$2950.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.5$7400.00%00.0%Unchanged
Sofos Investments, Inc.6,758$1.21K0.05%+5,042+293.8%Added
Mendota Financial Group, LLC9$1.34K0.00%+4+80.0%Added
Insight Financial Services10$1.47K0.01%00.0%Unchanged
Kozak & Associates, Inc.10$1.48K0.00%−737−98.7%Reduced
Artemis Wealth Advisors, LLC26$3.83K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC29$4.28K0.00%00.0%Unchanged
USA Financial Portformulas Corp31$4.57K0.01%+31New
PayPay Securities Corp32$4.72K0.32%−21−39.6%Reduced
PFS Partners, LLC37$5.50K0.01%00.0%Unchanged
Eukles Asset Management38$5.60K0.00%00.0%Unchanged
Barrett & Company, Inc.41$6.04K0.00%00.0%Unchanged
Tfo-TDC, LLC46$6.78K0.00%+44+2,200.0%Added
Bellwether Advisors, LLC47$6.93K0.00%00.0%Unchanged
DB Wealth Management Group, LLC47$6.93K0.00%00.0%Unchanged
Cornerstone Management, Inc.50$7.37K0.00%00.0%Unchanged
Tortoise Investment Management, LLC50$7.37K0.00%00.0%Unchanged
Lam Group, Inc.50$7.37K0.01%00.0%Unchanged
Atlantic Private Wealth, LLC50$7.37K0.01%+50New
Macroview Investment Management LLC52$7.67K0.01%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.52$8.00K0.21%−308−85.6%Reduced
Mizuho Securities Co. Ltd.60$8.85K0.03%−90−60.0%Reduced
Iron Horse Wealth Management, LLC74$10.9K0.01%+14+23.3%Added
Beacon Capital Management, Inc.75$11.1K0.00%+75New
HighMark Wealth Management LLC83$12.2K0.01%+15+22.1%Added
Legend Financial Advisors, Inc.86$12.7K0.01%−159−64.9%Reduced
Parallax Volatility Advisers, L.P.90$13.3K0.00%−141,837−99.9%Reduced
Avalon Trust Co100$14.7K0.00%+100New
Nordwand Advisors, LLC100$14.7K0.00%+100New
Kenfarb & Co.102$15.0K0.01%00.0%Unchanged
Stephenson National Bank & Trust105$15.5K0.01%00.0%Unchanged
Kalos Management, Inc.105$15.5K0.03%+105New
Cypress Capital Management LLC (WY)115$17.0K0.02%00.0%Unchanged
Roble, Belko & Company, Inc119$18.0K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.130$19.2K0.01%+1+0.8%Added
MBM Wealth Consultants, LLC269$20.0K0.01%00.0%Unchanged
Baillie Gifford & Co137$20.2K0.00%+11+8.7%Added
Ridgewood Investments LLC150$22.1K0.01%+150New
Sageworth Trust Co176$26.0K0.00%+169+2,414.3%Added
Highline Wealth Partners LLC180$26.6K0.02%00.0%Unchanged
Financial Avengers, Inc.190$28.0K0.02%+1+0.5%Added
NewSquare Capital LLC190$28.0K0.00%+70+58.3%Added
Tacita Capital Inc200$29.0K0.02%00.0%Unchanged
Ulland Investment Advisors, LLC195$29.0K0.03%00.0%Unchanged
Retirement Group, LLC198$29.0K0.01%+24+13.8%Added
JDM Financial Group LLC198$29.3K0.03%00.0%Unchanged
Halpern Financial, Inc.200$29.5K0.01%−50−20.0%Reduced
First Command Advisory Services, Inc.200$29.5K0.00%+159+387.8%Added
FSC Wealth Advisors, LLC200$29.5K0.05%+200New
Cary Street Partners Asset Management LLC205$30.2K0.01%00.0%Unchanged
Stone House Investment Management, LLC205$30.2K0.01%+205New
Morton Brown Family Wealth, LLC216$31.8K0.02%00.0%Unchanged
Lipe & Dalton220$32.0K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC223$32.9K0.02%00.0%Unchanged
Ogorek Anthony Joseph228$33.0K0.01%00.0%Unchanged
Knott David M Jr225$33.0K0.01%00.0%Unchanged
Cedar Wealth Management, LLC226$33.3K0.01%00.0%Unchanged
Princeton Global Asset Management LLC247$36.4K0.01%+14+6.0%Added
Milestone Investment Advisors LLC258$38.0K0.01%+258New
Piscataqua Savings Bank265$39.1K0.03%00.0%Unchanged
Orion Capital Management LLC275$40.5K0.03%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.280$41.4K0.03%+1+0.4%Added
Lowe Wealth Advisors, LLC284$41.9K0.02%−50−15.0%Reduced
Wellington Shields Capital Management, LLC300$44.2K0.01%00.0%Unchanged
Timber Creek Capital Management LLC300$44.2K0.02%00.0%Unchanged
Cape Investment Advisory, Inc.308$45.5K0.03%+308New
Quarry LP327$48.2K0.03%−24−6.8%Reduced
Cassady Schiller Wealth Management, LLC332$48.9K0.02%−235−41.4%Reduced
Horizon Bancorp Inc330$49.0K0.03%−2,729−89.2%Reduced
McClarren Financial Advisors, Inc.346$50.0K0.05%+1+0.3%Added
Perkins Coie Trust Co352$51.9K0.02%−186−34.6%Reduced
Sit Investment Associates Inc354$52.0K0.00%00.0%Unchanged
CKW Financial Group350$52.0K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd358$53.0K0.01%−546−60.4%Reduced
SJS Investment Consulting Inc.360$53.0K0.01%+4+1.1%Added
America First Investment Advisors, LLC371$54.7K0.02%+371New
Graham Capital Wealth Management, LLC386$56.9K0.08%+386New
WealthPlan Investment Management, LLC390$57.5K0.01%−9,324−96.0%Reduced
Bell Investment Advisors, Inc397$58.5K0.01%+20+5.3%Added
Grayhawk Investment Strategies Inc.298$59.0K0.03%00.0%Unchanged
Chesapeake Asset Management LLC401$59.1K0.05%+401New
Raffa Wealth Management, LLC407$60.0K0.02%+1+0.2%Added
Coastal Capital Group, Inc.419$61.8K0.01%+1+0.2%Added
Brown, Lisle/Cummings, Inc.420$61.9K0.03%+40+10.5%Added
Kelly Financial Services LLC440$64.8K0.03%−16−3.5%Reduced
Activest Wealth Management447$65.2K0.04%+447New
Beaird Harris Wealth Management, LLC443$65.3K0.01%−288−39.4%Reduced
IAG Wealth Partners, LLC447$65.8K0.02%+300+204.1%Added
Red Tortoise LLC461$68.0K0.05%−276−37.4%Reduced
Financial Synergies Wealth Advisors, Inc.470$69.3K0.01%+360+327.3%Added
Ritter Daniher Financial Advisory LLC471$69.4K0.03%00.0%Unchanged
Private Ocean, LLC491$72.4K0.01%00.0%Unchanged
Baldrige Asset Management LLC498$73.0K0.03%+2+0.4%Added
KB Financial Partners, LLC503$74.0K0.02%+376+296.1%Added
Grey Fox Wealth Advisors, LLC510$75.5K0.04%+7+1.4%Added
Clear Investment Research, LLC519$76.5K0.13%−11−2.1%Reduced
Koesten, Hirschmann & Crabtree, INC.522$77.0K0.06%−39−7.0%Reduced
Bay Harbor Wealth Management, LLC524$77.3K0.03%00.0%Unchanged