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
- 2,858
- +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
- 1,206 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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Athena Investment Management | 3,967 | $585.0K | 0.42% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 3,977 | $586.4K | 0.21% | +134+3.5% | Added |
| Y.D. More Investments Ltd | 3,993 | $588.6K | 0.14% | −1,350−25.3% | Reduced |
| Arista Wealth Management, LLC | 4,028 | $593.9K | 0.32% | −122−2.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,028 | $593.9K | 0.15% | +11+0.3% | Added |
| Stevens Capital Management LP | 4,034 | $595.0K | 0.15% | −5,107−55.9% | Reduced |
| Trexquant Investment LP | 4,041 | $595.8K | 0.02% | −41,155−91.1% | Reduced |
| Blueshift Asset Management, LLC | 4,043 | $596.1K | 0.25% | −8,411−67.5% | Reduced |
| Main Street Research LLC | 4,045 | $598.8K | 0.12% | −188−4.4% | Reduced |
| Lewis Capital Management, LLC | 4,074 | $600.8K | 0.90% | −344−7.8% | Reduced |
| S.A. Mason LLC | 4,075 | $600.9K | 0.44% | −62−1.5% | Reduced |
| E&G Advisors, LP | 4,082 | $601.9K | 0.22% | −70−1.7% | Reduced |
| Excalibur Management Corp | 4,087 | $602.6K | 0.31% | −25−0.6% | Reduced |
| Ahrens Investment Partners LLC | 4,091 | $603.2K | 0.30% | −726−15.1% | Reduced |
| Avondale Wealth Management | 4,100 | $604.5K | 0.52% | 00.0% | Unchanged |
| Truadvice, LLC | 4,007 | $604.9K | 0.24% | +2,270+130.7% | Added |
| Vivaldi Capital Management, LLC | 4,106 | $605.4K | 0.18% | −114−2.7% | Reduced |
| Sculati Wealth Management, LLC | 4,116 | $607.0K | 0.32% | −1,524−27.0% | Reduced |
| Violich Capital Management, Inc. | 4,121 | $608.0K | 0.10% | −108−2.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,129 | $608.8K | 0.15% | +1,399+51.2% | Added |
| Spartan Fund Management Inc. | 4,130 | $609.0K | 0.28% | 00.0% | Unchanged |
| Apeiron RIA LLC | 4,131 | $609.3K | 0.21% | +39+1.0% | Added |
| Crestwood Advisors Group LLC | 4,141 | $610.7K | 0.02% | +94+2.3% | Added |
| AXS Investments LLC | 4,142 | $610.7K | 0.20% | −286−6.5% | Reduced |
| Alliance Wealth Advisors, LLC | 4,143 | $610.8K | 0.25% | +149+3.7% | Added |
| Private Wealth Strategies, L.L.C. | 4,151 | $612.0K | 0.15% | +83+2.0% | Added |
| Gryphon Financial Partners LLC | 4,173 | $615.3K | 0.14% | −170−3.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,192 | $618.1K | 0.38% | +73+1.8% | Added |
| First Dallas Securities Inc. | 4,200 | $619.0K | 0.37% | −199−4.5% | Reduced |
| Drive Wealth Management, LLC | 4,192 | $620.5K | 0.26% | +375+9.8% | Added |
| Washington Trust Bank | 4,209 | $620.6K | 0.07% | +1,314+45.4% | Added |
| Paragon Capital Management Ltd | 4,232 | $624.1K | 0.14% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 4,241 | $625.3K | 0.19% | −14−0.3% | Reduced |
| Hudock, Inc. | 4,243 | $625.7K | 0.15% | +242+6.0% | Added |
| PSI Advisors, LLC | 4,250 | $626.6K | 0.30% | −217−4.9% | Reduced |
| Brendel Financial Advisors LLC | 4,256 | $628.0K | 0.46% | +4,256 | New |
| Tiemann Investment Advisors, LLC | 4,280 | $631.2K | 0.35% | +55+1.3% | Added |
| Prostatis Group LLC | 4,285 | $632.5K | 0.33% | +4,285 | New |
| Pure Financial Advisors, Inc. | 4,301 | $634.1K | 0.03% | −12−0.3% | Reduced |
| StrategIQ Financial Group, LLC | 4,318 | $636.7K | 0.07% | +10.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,325 | $637.7K | 0.45% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,339 | $639.8K | 0.04% | −831−16.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,349 | $641.3K | 0.21% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,350 | $641.4K | 0.46% | −10.0% | Reduced |
| Copperwynd Financial, LLC | 4,351 | $641.5K | 0.33% | +36+0.8% | Added |
| BIP Wealth, LLC | 4,351 | $641.7K | 0.07% | +4,351 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4,450 | $643.0K | 0.27% | −155−3.4% | Reduced |
| Ellenbecker Investment Group | 4,363 | $643.0K | 0.18% | +22+0.5% | Added |
| Aspireon Wealth Advisors | 4,373 | $645.0K | 0.35% | −802−15.5% | Reduced |
| KFA Private Wealth Group, LLC | 4,384 | $646.4K | 0.29% | +834+23.5% | Added |
| Prentice Wealth Management LLC | 4,400 | $648.8K | 0.31% | +1,823+70.7% | Added |
| Resources Management Corp | 15,500 | $651.0K | 0.13% | −6,054−28.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,421 | $651.8K | 0.35% | −932−17.4% | Reduced |
| Hanson & Doremus Investment Management | 4,420 | $652.0K | 0.14% | −3,359−43.2% | Reduced |
| Evanson Asset Management, LLC | 4,425 | $652.5K | 0.07% | −599−11.9% | Reduced |
| Asset Management Corp | 4,442 | $654.9K | 0.51% | +269+6.4% | Added |
| Ethic Inc. | 4,447 | $655.8K | 0.03% | +41+0.9% | Added |
| Glassman Wealth Services | 4,477 | $660.1K | 0.11% | +68+1.5% | Added |
| Keudell/Morrison Wealth Management | 4,485 | $661.4K | 0.19% | −72−1.6% | Reduced |
| Waycross Investment Management Co | 4,494 | $662.6K | 0.66% | −97−2.1% | Reduced |
| Founders Financial Alliance, LLC | 4,510 | $663.9K | 0.33% | −834−15.6% | Reduced |
| Great Lakes Retirement, Inc. | 4,507 | $664.5K | 0.13% | +354+8.5% | Added |
| Armstrong Advisory Group, Inc | 4,507 | $664.5K | 0.08% | −579−11.4% | Reduced |
| Howard Capital Management Group, LLC | 4,508 | $664.7K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,496 | $665.4K | 0.02% | +343+8.3% | Added |
| City State Bank | 4,517 | $666.0K | 0.38% | −1,103−19.6% | Reduced |
| Fulcrum Equity Management | 4,528 | $667.7K | 0.63% | +17+0.4% | Added |
| Nilsine Partners, LLC | 4,530 | $667.9K | 0.10% | +4,530 | New |
| Heck Capital Advisors, LLC | 4,546 | $670.3K | 0.13% | +164+3.7% | Added |
| Wimmer Associates 1, LLC | 4,424 | $671.9K | 0.43% | −296−6.3% | Reduced |
| JSF Financial, LLC | 4,562 | $672.7K | 0.25% | +511+12.6% | Added |
| Fox Run Management, L.L.C. | 4,566 | $673.3K | 0.22% | +4,566 | New |
| Camden National Bank | 4,576 | $674.7K | 0.14% | +116+2.6% | Added |
| Central Bank & Trust Co | 4,580 | $675.3K | 0.12% | +427+10.3% | Added |
| Asset Management Group, Inc. | 4,581 | $675.5K | 0.15% | +17+0.4% | Added |
| Colonial River Wealth Management, LLC | 4,608 | $679.5K | 0.40% | +10+0.2% | Added |
| Lee Financial Co | 4,597 | $679.6K | 0.12% | −99−2.1% | Reduced |
| Viawealth, LLC | 4,613 | $680.2K | 0.54% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,626 | $682.1K | 0.44% | −431−8.5% | Reduced |
| Oak Asset Management, LLC | 4,631 | $682.8K | 0.29% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 4,634 | $683.3K | 0.34% | +3+0.1% | Added |
| Auxano Advisors, LLC | 4,636 | $683.6K | 0.27% | +349+8.1% | Added |
| Camden Capital, LLC | 4,639 | $684.1K | 0.10% | +618+15.4% | Added |
| Townsend Asset Management Corp | 4,641 | $684.3K | 0.35% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 4,646 | $685.1K | 0.78% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 4,651 | $685.8K | 0.71% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 4,657 | $686.7K | 0.09% | +500+12.0% | Added |
| Carlson Capital Management | 4,658 | $686.9K | 0.04% | −4−0.1% | Reduced |
| Cladis Investment Advisory, LLC | 4,663 | $687.6K | 0.62% | +1,990+74.4% | Added |
| Hendershot Investments Inc. | 4,680 | $690.1K | 0.12% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 4,686 | $690.9K | 0.16% | −279−5.6% | Reduced |
| Petrus Trust Company, LTA | 4,687 | $691.1K | 0.08% | +1,988+73.7% | Added |
| Moody Lynn & Lieberson, LLC | 4,704 | $693.6K | 0.06% | −50−1.1% | Reduced |
| Investors Research Corp | 4,707 | $694.0K | 0.18% | −196−4.0% | Reduced |
| Sanders Morris Harris LLC | 4,708 | $694.2K | 0.24% | −500−9.6% | Reduced |
| Triangle Securities Wealth Management | 4,710 | $694.4K | 0.25% | −30−0.6% | Reduced |
| Arkansas Financial Group, Inc. | 4,713 | $694.9K | 0.14% | −306−6.1% | Reduced |
| Meeder Asset Management Inc | 4,737 | $698.5K | 0.06% | −14,029−74.8% | Reduced |
| ZWJ Investment Counsel Inc | 4,737 | $698.5K | 0.04% | +323+7.3% | Added |
| United Asset Strategies, Inc. | 4,742 | $699.2K | 0.09% | −4,207−47.0% | Reduced |