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 |
|---|---|---|---|---|---|
| Somerville Kurt F | 6,495 | $957.7K | 0.17% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 6,515 | $960.6K | 0.10% | +69+1.1% | Added |
| Insight Advisors, LLC | 6,516 | $960.8K | 0.23% | −3,078−32.1% | Reduced |
| Nikulski Financial, Inc. | 6,517 | $960.9K | 0.42% | +1,159+21.6% | Added |
| Abn Amro Investment Solutions | 6,522 | $961.7K | 0.02% | +6,522 | New |
| World Equity Group, Inc. | 4,012 | $965.1K | 0.16% | −14,858−78.7% | Reduced |
| Castleview Partners, LLC | 6,545 | $965.1K | 0.86% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 6,581 | $970.4K | 0.07% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 6,595 | $972.4K | 0.20% | −26−0.4% | Reduced |
| Kowal Investment Group, LLC | 6,638 | $978.7K | 0.28% | +2,850+75.2% | Added |
| Financial Partners Group, LLC | 6,672 | $983.9K | 0.51% | +20+0.3% | Added |
| Humankind Investments LLC | 6,675 | $984.2K | 0.41% | +213+3.3% | Added |
| Richard W. Paul & Associates, LLC | 6,688 | $986.2K | 0.45% | +217+3.4% | Added |
| Towerpoint Wealth, LLC | 6,692 | $986.8K | 0.56% | +189+2.9% | Added |
| Murphy Pohlad Asset Management LLC | 6,730 | $992.3K | 0.41% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,748 | $994.9K | 0.29% | −163−2.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,832 | $995.2K | 0.26% | −1,920−21.9% | Reduced |
| White Lighthouse Investment Management Inc. | 6,757 | $996.3K | 0.25% | +7+0.1% | Added |
| Certified Advisory Corp | 6,762 | $997.0K | 0.18% | +374+5.9% | Added |
| Tealwood Asset Management Inc | 6,775 | $999.0K | 0.51% | +812+13.6% | Added |
| Wilson & Boucher Capital Management, LLC | 6,776 | $999.1K | 0.96% | +219+3.3% | Added |
| Verity & Verity, LLC | 6,797 | $1.00M | 0.13% | −234−3.3% | Reduced |
| Renaissance Group LLC | 6,818 | $1.01M | 0.05% | −442−6.1% | Reduced |
| Financial Advisory Group | 6,840 | $1.01M | 0.20% | +461+7.2% | Added |
| Shulman DeMeo Asset Management LLC | 6,854 | $1.01M | 0.32% | +46+0.7% | Added |
| Williams Jones Wealth Management, LLC. | 6,857 | $1.01M | 0.02% | −340−4.7% | Reduced |
| Lincoln Capital LLC | 6,866 | $1.01M | 0.28% | −20−0.3% | Reduced |
| Sky Investment Group LLC | 6,878 | $1.01M | 0.23% | −12−0.2% | Reduced |
| Capital Wealth Planning, LLC | 6,887 | $1.02M | 0.01% | −4,169−37.7% | Reduced |
| Aldebaran Financial Inc. | 6,891 | $1.02M | 1.37% | −1,362−16.5% | Reduced |
| Professional Financial Advisors, LLC | 6,849 | $1.02M | 0.60% | −165−2.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,934 | $1.02M | 0.12% | −1,579−18.5% | Reduced |
| Donaldson Capital Management, LLC | 6,935 | $1.02M | 0.05% | −240−3.3% | Reduced |
| Atlas Brown,Inc. | 6,945 | $1.02M | 0.47% | −187−2.6% | Reduced |
| Secure Asset Management, LLC | 6,946 | $1.02M | 0.34% | +311+4.7% | Added |
| Hurlow Wealth Management Group, Inc. | 6,963 | $1.03M | 0.47% | −10.0% | Reduced |
| GoalVest Advisory LLC | 6,964 | $1.03M | 0.60% | +260+3.9% | Added |
| First National Bank of Hutchinson | 6,969 | $1.03M | 0.82% | +200+3.0% | Added |
| Southern Capital Advisors, LLC | 6,974 | $1.03M | 0.76% | −93−1.3% | Reduced |
| SRN Advisors, LLC | 7,071 | $1.03M | 0.94% | −940−11.7% | Reduced |
| Fidelis Capital Partners, LLC | 6,788 | $1.03M | 0.44% | +4,476+193.6% | Added |
| Liberty Capital Management, Inc. | 6,988 | $1.03M | 0.34% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,995 | $1.03M | 0.33% | +349+5.3% | Added |
| Patriot Investment Management Inc. | 6,995 | $1.03M | 0.09% | −144−2.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 7,005 | $1.03M | 0.57% | +165+2.4% | Added |
| Strait & Sound Wealth Management LLC | 7,032 | $1.04M | 1.03% | 00.0% | Unchanged |
| XML Financial, LLC | 7,040 | $1.04M | 0.13% | +240+3.5% | Added |
| Legacy Financial Advisors, Inc. | 7,048 | $1.04M | 0.21% | +246+3.6% | Added |
| Rice Partnership, LLC | 7,072 | $1.04M | 0.31% | −249−3.4% | Reduced |
| Sound Financial Strategies Group, LLC | 7,075 | $1.04M | 0.70% | +4,279+153.0% | Added |
| Eudaimonia Advisors LLC | 7,083 | $1.04M | 0.70% | +65+0.9% | Added |
| Ethos Financial Group, LLC | 7,026 | $1.04M | 0.33% | +897+14.6% | Added |
| Clare Market Investments LLC | 7,090 | $1.05M | 0.44% | +1,524+27.4% | Added |
| D'Orazio & Associates, Inc. | 7,102 | $1.05M | 0.27% | −173−2.4% | Reduced |
| Marcum Wealth, LLC | 7,114 | $1.05M | 0.13% | −159−2.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 7,134 | $1.05M | 0.82% | +186+2.7% | Added |
| Aviance Capital Partners, LLC | 7,135 | $1.05M | 0.23% | +841+13.4% | Added |
| Corundum Group, Inc. | 7,142 | $1.05M | 0.50% | +3,355+88.6% | Added |
| DeDora Capital, Inc. | 7,155 | $1.06M | 0.45% | −52−0.7% | Reduced |
| Boston Financial Mangement LLC | 7,192 | $1.06M | 0.04% | −5,456−43.1% | Reduced |
| Old Mission Investment Co LLC | 7,193 | $1.06M | 0.41% | +543+8.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,196 | $1.06M | 0.29% | −96−1.3% | Reduced |
| Centennial Bank | 7,205 | $1.06M | 0.69% | −1,290−15.2% | Reduced |
| Byrne Asset Management LLC | 7,211 | $1.06M | 0.76% | −201−2.7% | Reduced |
| Farmers National Bank | 7,213 | $1.06M | 0.38% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 7,229 | $1.07M | 0.23% | +370+5.4% | Added |
| Tempus Wealth Planning, LLC | 7,229 | $1.07M | 0.52% | −12−0.2% | Reduced |
| BEAM Asset Management, LLC | 7,236 | $1.07M | 1.07% | −7−0.1% | Reduced |
| Romano Brothers and Company | 7,238 | $1.07M | 0.16% | −287−3.8% | Reduced |
| Inlet Private Wealth, LLC | 7,250 | $1.07M | 0.28% | 00.0% | Unchanged |
| Day & Ennis, LLC | 7,263 | $1.07M | 0.40% | −14−0.2% | Reduced |
| Tradition Wealth Management, LLC | 7,267 | $1.07M | 0.13% | +3,906+116.2% | Added |
| Coastal Bridge Advisors, LLC | 7,267 | $1.07M | 0.27% | +8+0.1% | Added |
| X-Square Capital, LLC | 7,285 | $1.07M | 0.63% | −3,338−31.4% | Reduced |
| Landmark Financial Advisors, LLC | 7,285 | $1.07M | 0.47% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 7,298 | $1.08M | 0.41% | +1,156+18.8% | Added |
| Retirement Planning Group | 7,299 | $1.08M | 0.11% | +195+2.7% | Added |
| Lindbrook Capital, LLC | 7,325 | $1.08M | 0.13% | +34+0.5% | Added |
| Trust Co | 7,342 | $1.08M | 0.16% | +2,900+65.3% | Added |
| Ami Investment Management Inc | 7,345 | $1.08M | 0.51% | −929−11.2% | Reduced |
| Boston Family Office LLC | 7,349 | $1.08M | 0.09% | +35+0.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 7,366 | $1.09M | 0.18% | +7,366 | New |
| Wealthsource Partners, LLC | 7,366 | $1.09M | 0.07% | −229−3.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 7,370 | $1.09M | 0.26% | −380−4.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,387 | $1.09M | 0.10% | +1,117+17.8% | Added |
| West Michigan Advisors, LLC | 7,388 | $1.09M | 0.62% | +259+3.6% | Added |
| Whalerock Point Partners, LLC | 7,397 | $1.09M | 0.41% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 7,397 | $1.09M | 0.86% | +32+0.4% | Added |
| Bridgefront Capital, LLC | 7,416 | $1.09M | 0.67% | +7,416 | New |
| Narwhal Capital Management | 7,416 | $1.09M | 0.14% | −202−2.7% | Reduced |
| Sage Mountain Advisors LLC | 7,426 | $1.09M | 0.18% | +2,094+39.3% | Added |
| Joel Isaacson & Co., LLC | 7,440 | $1.10M | 0.08% | +97+1.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,443 | $1.10M | 0.05% | +95+1.3% | Added |
| Pecaut & Co. | 7,455 | $1.10M | 0.50% | −1,070−12.6% | Reduced |
| Mairs & Power Inc | 7,507 | $1.11M | 0.01% | +444+6.3% | Added |
| Abner Herrman & Brock LLC | 7,528 | $1.11M | 0.17% | −96−1.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 7,529 | $1.11M | 0.30% | −1,545−17.0% | Reduced |
| Valley Brook Capital Group | 7,550 | $1.11M | 1.03% | −125−1.6% | Reduced |
| Cannell Peter B & Co Inc | 7,564 | $1.12M | 0.04% | +138+1.9% | Added |
| Altfest L J & Co Inc | 7,585 | $1.12M | 0.18% | −233−3.0% | Reduced |