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 |
|---|---|---|---|---|---|
| Eudaimonia Partners, LLC | 4,752 | $700.7K | 0.17% | −1,523−24.3% | Reduced |
| Aspire Private Capital, LLC | 4,753 | $700.9K | 0.23% | −151−3.1% | Reduced |
| Aspiriant, LLC | 4,755 | $701.1K | 0.04% | +65+1.4% | Added |
| Indiana Trust & Investment Management CO | 4,763 | $702.3K | 0.38% | +210+4.6% | Added |
| Cowa, LLC | 78,010 | $705.5K | 0.58% | +72,935+1,437.1% | Added |
| Peak Planning Group, LLC | 4,785 | $705.6K | 0.57% | +152+3.3% | Added |
| First County Bank | 4,788 | $706.0K | 0.35% | +825+20.8% | Added |
| Sheets Smith Wealth Management | 4,793 | $706.7K | 0.11% | +96+2.0% | Added |
| Larson Financial Group LLC | 4,798 | $707.4K | 0.08% | +2,953+160.1% | Added |
| CRA Financial Services, LLC | 4,806 | $708.6K | 0.21% | +76+1.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,723 | $708.8K | 0.50% | +8+0.2% | Added |
| Cardiff Park Advisors, LLC | 4,819 | $710.6K | 0.09% | +1,261+35.4% | Added |
| Saxon Interests, Inc. | 4,825 | $711.5K | 0.40% | +124+2.6% | Added |
| Smith Shellnut Wilson LLC | 4,841 | $713.8K | 0.43% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 4,860 | $716.5K | 0.12% | +21+0.4% | Added |
| JFS Wealth Advisors, LLC | 4,872 | $718.4K | 0.07% | −93−1.9% | Reduced |
| Wealth Effects LLC | 4,876 | $719.0K | 0.37% | −376−7.2% | Reduced |
| Boston Trust Walden Corp | 4,884 | $720.1K | 0.01% | 00.0% | Unchanged |
| Summit Financial Group Inc | 4,893 | $721.5K | 0.29% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,902 | $722.8K | 0.33% | −108−2.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 4,918 | $725.2K | 0.72% | +28+0.6% | Added |
| Norwood Financial Corp | 4,940 | $728.4K | 1.15% | 00.0% | Unchanged |
| RW Investment Management LLC | 4,949 | $729.7K | 0.20% | 00.0% | Unchanged |
| W Advisors, LLC | 4,951 | $730.0K | 0.60% | −49−1.0% | Reduced |
| Johnson Midwest Financial, LLC | 4,963 | $731.7K | 1.05% | +4+0.1% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 4,981 | $734.4K | 0.88% | +459+10.2% | Added |
| St. Louis Trust Co | 5,000 | $737.3K | 0.15% | 00.0% | Unchanged |
| Optas, LLC | 5,002 | $737.5K | 0.26% | +128+2.6% | Added |
| Gleason Group, Inc. | 5,023 | $740.7K | 0.21% | +20+0.4% | Added |
| DF Dent & Co Inc | 5,026 | $741.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5,024 | $743.7K | 0.06% | +15+0.3% | Added |
| N.E.W. Advisory Services LLC | 5,071 | $747.5K | 0.11% | +300+6.3% | Added |
| Aureus Asset Management, LLC | 5,076 | $748.4K | 0.06% | +10.0% | Added |
| Waterfront Wealth Inc. | 5,077 | $748.7K | 0.24% | −1,262−19.9% | Reduced |
| Nova R Wealth, Inc. | 5,088 | $750.2K | 0.51% | −150−2.9% | Reduced |
| Old North State Trust, LLC | 5,094 | $751.0K | 0.52% | −50−1.0% | Reduced |
| Foundation Resource Management Inc | 5,093 | $751.0K | 0.12% | +7+0.1% | Added |
| MCF Advisors LLC | 5,084 | $751.9K | 0.07% | +137+2.8% | Added |
| Capital Planning Advisors, LLC | 5,100 | $752.0K | 0.16% | +181+3.7% | Added |
| Pflug Koory, LLC | 5,110 | $753.5K | 0.41% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,111 | $753.6K | 0.09% | −140−2.7% | Reduced |
| Curbstone Financial Management Corp | 5,118 | $754.6K | 0.18% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5,135 | $757.2K | 0.19% | −93−1.8% | Reduced |
| PDS Planning, Inc | 5,136 | $757.3K | 0.10% | +2,009+64.2% | Added |
| Crumly & Associates Inc. | 5,147 | $758.9K | 0.33% | +10.0% | Added |
| Bank Hapoalim BM | 5,183 | $764.0K | 0.11% | −4,010−43.6% | Reduced |
| Arnhold LLC | 5,184 | $764.4K | 0.09% | −704−12.0% | Reduced |
| Exencial Wealth Advisors, LLC | 5,187 | $764.8K | 0.04% | −144−2.7% | Reduced |
| Avestar Capital, LLC | 5,202 | $767.0K | 0.15% | −194−3.6% | Reduced |
| Sterneck Capital Management, LLC | 5,205 | $767.5K | 0.48% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 5,212 | $768.5K | 0.30% | −337−6.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,214 | $769.0K | 0.05% | −109−2.0% | Reduced |
| Strong Tower Advisory Services | 5,224 | $770.3K | 0.41% | +228+4.6% | Added |
| Columbus Macro, LLC | 5,203 | $771.7K | 0.29% | +460+9.7% | Added |
| Mission Creek Capital Partners, Inc. | 5,241 | $772.8K | 0.26% | +511+10.8% | Added |
| Austin Private Wealth, LLC | 5,245 | $773.4K | 0.12% | +423+8.8% | Added |
| Solstein Capital, LLC | 5,251 | $774.3K | 0.67% | −662−11.2% | Reduced |
| Annex Advisory Services, LLC | 5,261 | $775.8K | 0.04% | −485−8.4% | Reduced |
| LCNB Corp | 5,278 | $778.2K | 0.35% | −10.0% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,280 | $778.5K | 0.46% | +5,280 | New |
| KFG Wealth Management, LLC | 5,210 | $778.8K | 0.54% | +1,249+31.5% | Added |
| Allstate Corp | 5,284 | $779.1K | 0.06% | −54,694−91.2% | Reduced |
| Gould Asset Management LLC | 5,291 | $780.2K | 0.22% | −200−3.6% | Reduced |
| Bridgeworth, LLC | 5,296 | $780.9K | 0.10% | −125−2.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,320 | $784.5K | 0.06% | +277+5.5% | Added |
| Greenfield Savings Bank | 5,323 | $784.9K | 0.51% | −301−5.4% | Reduced |
| Rosenbaum Jay D. | 5,338 | $787.1K | 1.45% | +857+19.1% | Added |
| Magnus Financial Group LLC | 5,343 | $787.9K | 0.12% | +520+10.8% | Added |
| Fifth Third Wealth Advisors LLC | 5,346 | $788.3K | 1.46% | +5,346 | New |
| Machina Capital S.A.S. | 5,366 | $791.2K | 0.69% | −2,170−28.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,373 | $792.3K | 0.25% | +15+0.3% | Added |
| Carroll Investors, Inc | 5,375 | $792.5K | 0.65% | 00.0% | Unchanged |
| MJP Associates Inc | 5,411 | $797.9K | 0.25% | −8−0.1% | Reduced |
| Eagle Rock Investment Company, LLC | 5,419 | $799.0K | 0.18% | −2,800−34.1% | Reduced |
| Private Wealth Partners, LLC | 5,432 | $800.9K | 0.08% | +5,432 | New |
| Chapin Davis, Inc. | 5,433 | $801.1K | 0.41% | −240−4.2% | Reduced |
| LexAurum Advisors, LLC | 5,441 | $802.3K | 0.27% | −160−2.9% | Reduced |
| Personal Cfo Solutions, LLC | 5,443 | $802.6K | 0.17% | +166+3.1% | Added |
| Atlas Capital Advisors LLC | 5,468 | $806.3K | 0.13% | −314−5.4% | Reduced |
| Coastline Trust Co | 5,473 | $807.0K | 0.12% | −170−3.0% | Reduced |
| Simplicity Wealth,LLC | 5,484 | $808.6K | 0.54% | −5−0.1% | Reduced |
| Cahaba Wealth Management, Inc. | 5,489 | $809.4K | 0.09% | −77−1.4% | Reduced |
| Peterson Wealth Management | 5,496 | $810.3K | 0.78% | +1,667+43.5% | Added |
| Edgestream Partners, L.P. | 5,504 | $811.6K | 0.09% | −4,367−44.2% | Reduced |
| Perennial Investment Advisors, LLC | 5,514 | $813.1K | 0.15% | +94+1.7% | Added |
| Benchmark Investment Advisors LLC | 5,531 | $815.5K | 0.84% | +5,531 | New |
| Nwam LLC | 5,542 | $817.2K | 0.08% | +39+0.7% | Added |
| Great Diamond Partners, LLC | 5,544 | $817.5K | 0.24% | +460+9.0% | Added |
| Rainsberger Wealth Advisors, Inc. | 5,556 | $819.2K | 0.49% | +11+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 5,559 | $819.7K | 0.07% | −711−11.3% | Reduced |
| Baker Avenue Asset Management, LP | 5,560 | $819.8K | 0.04% | +1,319+31.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 5,560 | $820.0K | 0.31% | +5,560 | New |
| Callan Capital, LLC | 5,572 | $821.6K | 0.10% | −184−3.2% | Reduced |
| Vantage Consulting Group Inc | 5,576 | $822.2K | 0.47% | +277+5.2% | Added |
| Syntax Advisors, LLC | 5,576 | $822.2K | 0.62% | +277+5.2% | Added |
| Cooper Financial Group | 5,588 | $824.0K | 0.22% | +319+6.1% | Added |
| Abacus Planning Group, Inc. | 5,593 | $824.6K | 0.21% | +4+0.1% | Added |
| San Luis Wealth Advisors LLC | 5,598 | $825.0K | 0.32% | +5,598 | New |
| Abbot Financial Management, Inc. | 5,597 | $825.3K | 0.55% | −233−4.0% | Reduced |
| Etfidea, LLC | 5,599 | $825.6K | 0.36% | 00.0% | Unchanged |