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, 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 | 4,427 | $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, 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 |
|---|---|---|---|---|---|
| Biltmore Family Office, LLC | 5,578 | $825.6K | 0.17% | −1,850−24.9% | Reduced |
| Davis R M Inc | 5,604 | $826.0K | 0.02% | +800+16.7% | Added |
| Gordian Capital Singapore Pte Ltd | 5,601 | $827.0K | 1.40% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,612 | $827.5K | 0.09% | 00.0% | Unchanged |
| First National Bank of South Miami | 5,620 | $828.7K | 0.66% | −264−4.5% | Reduced |
| Helen Stephens Group, LLC | 5,625 | $829.3K | 0.43% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 5,626 | $829.6K | 0.36% | +520+10.2% | Added |
| Castle Rock Wealth Management, LLC | 5,425 | $829.9K | 0.30% | +96+1.8% | Added |
| Intrua Financial, LLC | 5,432 | $831.5K | 0.17% | −70−1.3% | Reduced |
| Mainsail Financial Group, LLC | 5,507 | $834.1K | 0.81% | −26−0.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,673 | $836.5K | 0.39% | +132+2.4% | Added |
| Mount Yale Investment Advisors, LLC | 5,678 | $837.2K | 0.09% | +5,678 | New |
| Resolute Wealth Strategies, LLC | 5,680 | $837.6K | 0.71% | +5,680 | New |
| Harvest Volatility Management LLC | 5,765 | $839.8K | 0.17% | −432−7.0% | Reduced |
| 626 Financial, LLC | 5,713 | $842.4K | 0.56% | −771−11.9% | Reduced |
| Americana Partners, LLC | 5,717 | $843.0K | 0.13% | −1,787−23.8% | Reduced |
| Oxinas Partners Wealth Management LLC | 5,733 | $845.4K | 0.61% | −14−0.2% | Reduced |
| IMS Capital Management | 5,734 | $845.5K | 0.50% | −43−0.7% | Reduced |
| Cyrus J. Lawrence, LLC | 5,745 | $847.0K | 0.25% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 5,753 | $848.3K | 0.31% | −98−1.7% | Reduced |
| Journey Strategic Wealth LLC | 5,767 | $850.3K | 0.09% | +1,090+23.3% | Added |
| Strategic Investment Advisors | 5,768 | $850.5K | 0.15% | −125−2.1% | Reduced |
| Wealthspan Partners, LLC | 5,789 | $853.6K | 0.73% | −70−1.2% | Reduced |
| Archetype Wealth Partners | 5,794 | $854.0K | 0.17% | −83−1.4% | Reduced |
| Red Wave Investments LLC | 5,792 | $854.0K | 0.35% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 5,800 | $855.0K | 0.33% | −11−0.2% | Reduced |
| Blackhawk Capital Partners LLC. | 5,816 | $857.6K | 0.63% | −128−2.2% | Reduced |
| Benin Management CORP | 5,816 | $857.6K | 0.33% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,809 | $858.7K | 0.03% | +2,296+65.4% | Added |
| Canvas Wealth Advisors, LLC | 5,676 | $859.2K | 0.36% | −4,185−42.4% | Reduced |
| Triton Wealth Management, PLLC | 5,600 | $860.7K | 0.53% | +727+14.9% | Added |
| IPG Investment Advisors LLC | 5,859 | $863.9K | 0.20% | +114+2.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,866 | $864.9K | 0.13% | +204+3.6% | Added |
| Financial Insights, Inc. | 5,878 | $866.7K | 0.35% | +2,711+85.6% | Added |
| Oxbow Advisors, LLC | 5,897 | $869.5K | 0.16% | −85−1.4% | Reduced |
| Cornerstone Advisory, LLC | 5,899 | $869.9K | 0.16% | +288+5.1% | Added |
| Tributary Capital Management, LLC | 5,910 | $871.4K | 0.08% | −140−2.3% | Reduced |
| Verdence Capital Advisors LLC | 5,911 | $871.5K | 0.11% | −540−8.4% | Reduced |
| Foster Group, Inc. | 5,912 | $871.7K | 0.06% | +431+7.9% | Added |
| Chicago Trust Co NA | 5,917 | $872.5K | 0.22% | +280+5.0% | Added |
| Laraway Financial Inc | 5,925 | $873.7K | 0.89% | −155−2.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 5,945 | $876.6K | 0.45% | −54−0.9% | Reduced |
| Merriman Wealth Management, LLC | 5,931 | $877.7K | 0.05% | −26−0.4% | Reduced |
| Coastal Investment Advisors, Inc. | 5,952 | $877.7K | 0.21% | −696−10.5% | Reduced |
| Granite FO LLC | 5,823 | $879.1K | 0.54% | +5,748+7,664.0% | Added |
| TCI Wealth Advisors, Inc. | 5,963 | $879.2K | 0.11% | −190−3.1% | Reduced |
| Bill Few Associates, Inc. | 5,971 | $880.4K | 0.49% | +433+7.8% | Added |
| Southeast Asset Advisors Inc. | 5,987 | $882.7K | 0.13% | −143−2.3% | Reduced |
| General Partner, Inc. | 5,887 | $883.1K | 0.78% | 00.0% | Unchanged |
| Security Financial Services, INC. | 5,999 | $884.6K | 0.27% | +125+2.1% | Added |
| Willis Johnson & Associates, Inc. | 6,010 | $886.1K | 0.11% | −23−0.4% | Reduced |
| Strategic Financial Concepts, LLC | 6,012 | $886.4K | 0.36% | +6,012 | New |
| Hoylecohen, LLC | 6,033 | $889.6K | 0.08% | +11+0.2% | Added |
| Blackston Financial Advisory Group, LLC | 6,042 | $891.0K | 0.67% | −55−0.9% | Reduced |
| Courier Capital LLC | 6,044 | $891.2K | 0.10% | −38−0.6% | Reduced |
| Financial Architects, Inc | 6,046 | $891.5K | 0.14% | −293−4.6% | Reduced |
| KMG Fiduciary Partners, LLC | 6,047 | $891.6K | 0.13% | −339−5.3% | Reduced |
| Valley National Advisers Inc | 5,837 | $892.0K | 0.16% | −222−3.7% | Reduced |
| Elgethun Capital Management | 6,065 | $899.3K | 0.28% | +20+0.3% | Added |
| Missouri Trust & Investment Co | 6,122 | $902.7K | 0.58% | +64+1.1% | Added |
| Baker Ellis Asset Management LLC | 6,139 | $905.2K | 0.16% | +39+0.6% | Added |
| Legacy Capital Group California, Inc. | 6,141 | $905.5K | 0.44% | +6,141 | New |
| Steel Peak Wealth Management LLC | 6,126 | $906.8K | 0.06% | −42,969−87.5% | Reduced |
| Iron Financial, LLC | 6,153 | $907.3K | 0.50% | +6,153 | New |
| Adamsbrown Wealth Consultants LLC | 6,170 | $909.8K | 0.52% | −5,298−46.2% | Reduced |
| Aj Wealth Strategies, LLC | 6,176 | $910.7K | 0.05% | +17+0.3% | Added |
| Beaton Management Co. Inc. | 6,175 | $911.0K | 0.61% | −100−1.6% | Reduced |
| Silver Oak Securities, Inc | 6,178 | $911.0K | 0.15% | +20.0% | Added |
| Grove Bank & Trust | 6,189 | $912.6K | 0.19% | −174−2.7% | Reduced |
| Highland Capital Management, LLC | 6,205 | $914.9K | 0.07% | +927+17.6% | Added |
| KC Investment Advisors, LLC | 6,218 | $917.0K | 0.86% | −291−4.5% | Reduced |
| Rathbone Brothers plc | 6,220 | $917.1K | 0.01% | −811−11.5% | Reduced |
| Financial Partners Group, Inc | 6,221 | $917.3K | 0.20% | −94−1.5% | Reduced |
| Everhart Financial Group, Inc. | 6,227 | $918.2K | 0.41% | −22−0.4% | Reduced |
| Lokken Investment Group LLC | 6,256 | $922.5K | 0.70% | +520+9.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,256 | $922.7K | 0.08% | +6,256 | New |
| Institute for Wealth Management, LLC. | 6,271 | $924.7K | 0.18% | +39+0.6% | Added |
| Dillon & Associates Inc | 6,313 | $928.0K | 0.18% | −1,100−14.8% | Reduced |
| Wealth Management Associates, Inc. | 6,316 | $931.3K | 0.58% | +674+11.9% | Added |
| Laidlaw Wealth Management LLC | 6,324 | $932.4K | 0.19% | −183−2.8% | Reduced |
| Sentry Investment Management LLC | 6,345 | $936.0K | 0.39% | −4,990−44.0% | Reduced |
| Holderness Investments Co | 6,362 | $938.0K | 0.37% | +30.0% | Added |
| Pin Oak Investment Advisors Inc | 6,366 | $939.0K | 1.16% | −335−5.0% | Reduced |
| Next Capital Management LLC | 6,369 | $939.1K | 0.45% | 00.0% | Unchanged |
| Barr E S & Co | 6,370 | $939.3K | 0.08% | 00.0% | Unchanged |
| Tevis Investment Management | 6,384 | $941.3K | 0.96% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 6,385 | $941.5K | 0.50% | +79+1.3% | Added |
| Quent Capital, LLC | 6,409 | $944.5K | 0.16% | +226+3.7% | Added |
| High Net Worth Advisory Group LLC | 6,408 | $945.0K | 0.39% | +250+4.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,419 | $946.5K | 0.47% | −120−1.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,419 | $946.8K | 0.24% | +304+5.0% | Added |
| Connectus Wealth, LLC | 6,415 | $947.1K | 0.02% | +313+5.1% | Added |
| ASB Consultores, LLC | 6,432 | $948.4K | 0.38% | +4,234+192.6% | Added |
| Peoples Financial Services Corp. | 6,449 | $950.9K | 0.44% | −323−4.8% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 6,455 | $951.8K | 0.34% | +100+1.6% | Added |
| Eaton Financial Holdings Company, LLC | 6,462 | $952.8K | 0.75% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 6,475 | $954.7K | 0.37% | +4,172+181.2% | Added |
| Atomi Financial Group, Inc. | 6,484 | $956.0K | 0.53% | +6,484 | New |
| Papp L Roy & Associates | 6,487 | $956.5K | 0.13% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 6,465 | $956.9K | 0.44% | −129−2.0% | Reduced |