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 |
|---|---|---|---|---|---|
| REDW Wealth LLC | 7,588 | $1.12M | 0.36% | +742+10.8% | Added |
| Pictet & Cie (Europe) SA | 7,600 | $1.12M | 0.05% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 7,601 | $1.12M | 0.38% | +6+0.1% | Added |
| Wealth Quarterback LLC | 7,607 | $1.12M | 0.95% | −16−0.2% | Reduced |
| Retirement Guys Formula LLC | 7,649 | $1.13M | 0.81% | +297+4.0% | Added |
| Heartland Bank & Trust Co | 7,654 | $1.13M | 0.85% | −2,591−25.3% | Reduced |
| WR Wealth Planners, LLC | 7,655 | $1.13M | 0.49% | +2,493+48.3% | Added |
| Disciplined Investments, LLC | 7,656 | $1.13M | 0.48% | +4,983+186.4% | Added |
| First Community Trust NA | 7,658 | $1.13M | 1.34% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 7,671 | $1.13M | 0.10% | −421−5.2% | Reduced |
| Proffitt & Goodson Inc | 7,671 | $1.13M | 0.23% | −123−1.6% | Reduced |
| Modera Wealth Management, LLC | 7,671 | $1.13M | 0.04% | +79+1.0% | Added |
| Uncommon Cents Investing LLC | 7,692 | $1.13M | 0.41% | −5−0.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,747 | $1.14M | 0.39% | +1,673+27.5% | Added |
| First Command Bank | 7,748 | $1.14M | 0.12% | −195−2.5% | Reduced |
| First Command Financial Services, Inc. | 7,748 | $1.14M | 0.12% | −195−2.5% | Reduced |
| Adirondack Trust Co | 7,754 | $1.14M | 0.58% | +21+0.3% | Added |
| Monumental Financial Group Inc. | 7,763 | $1.15M | 0.82% | +400+5.4% | Added |
| Blueprint Investment Partners LLC | 7,771 | $1.15M | 0.26% | −892−10.3% | Reduced |
| My Legacy Advisors, LLC | 7,617 | $1.15M | 0.49% | −9−0.1% | Reduced |
| Imprint Wealth LLC | 7,749 | $1.15M | 0.75% | +7,749 | New |
| Payden & Rygel | 7,800 | $1.15M | 0.07% | +400+5.4% | Added |
| Advisory Alpha, LLC | 7,805 | $1.15M | 0.07% | +365+4.9% | Added |
| Archer Investment Corp | 8,367 | $1.15M | 0.43% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,846 | $1.16M | 0.12% | −22−0.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,865 | $1.16M | 0.24% | +7,865 | New |
| Kingfisher Capital LLC | 7,871 | $1.16M | 0.30% | +20+0.3% | Added |
| Focused Wealth Management, Inc | 7,887 | $1.16M | 0.24% | −88−1.1% | Reduced |
| Summit Financial Strategies, Inc. | 7,887 | $1.16M | 0.23% | −686−8.0% | Reduced |
| GraniteShares Advisors LLC | 7,894 | $1.16M | 1.03% | −242−3.0% | Reduced |
| Aspen Wealth Strategies, LLC | 7,894 | $1.16M | 0.90% | +107+1.4% | Added |
| Ballast, Inc. | 7,920 | $1.17M | 0.48% | +148+1.9% | Added |
| Enterprise Financial Services Corp | 7,934 | $1.17M | 0.76% | −44−0.6% | Reduced |
| Chesapeake Wealth Management | 7,960 | $1.17M | 0.49% | +306+4.0% | Added |
| Icon Wealth Partners, LLC | 7,961 | $1.17M | 0.13% | +7,961 | New |
| Peterson Wealth Services | 7,965 | $1.17M | 0.60% | +1,505+23.3% | Added |
| Register Financial Advisors LLC | 7,971 | $1.18M | 0.92% | +863+12.1% | Added |
| Tectonic Advisors LLC | 8,005 | $1.18M | 0.16% | +910+12.8% | Added |
| Perpetual Ltd | 8,020 | $1.18M | 0.01% | +8,020 | New |
| Beaumont Asset Management, L.L.C. | 8,027 | $1.18M | 0.87% | −692−7.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 8,062 | $1.19M | 0.08% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 8,068 | $1.19M | 0.23% | −34−0.4% | Reduced |
| Pioneer Trust Bank N A | 8,069 | $1.19M | 0.35% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 8,081 | $1.19M | 0.11% | −55,421−87.3% | Reduced |
| EP Wealth Advisors, LLC | 7,310 | $1.19M | 0.02% | −18,659−71.9% | Reduced |
| Platform Technology Partners | 8,105 | $1.20M | 0.59% | +38+0.5% | Added |
| Boltwood Capital Management | 8,107 | $1.20M | 0.45% | −518−6.0% | Reduced |
| Costello Asset Management, INC | 8,116 | $1.20M | 1.23% | −100−1.2% | Reduced |
| Investment Partners, Ltd. | 8,131 | $1.20M | 0.63% | +5+0.1% | Added |
| Keebeck Wealth Management, LLC | 8,105 | $1.20M | 0.19% | −55−0.7% | Reduced |
| MKT Advisors LLC | 8,018 | $1.20M | 0.90% | +6+0.1% | Added |
| Trust Co of Toledo NA | 8,141 | $1.20M | 0.21% | +77+1.0% | Added |
| Chilton Capital Management LLC | 8,147 | $1.20M | 0.07% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 8,176 | $1.21M | 1.38% | +6,610+422.1% | Added |
| First Western Trust Bank | 8,188 | $1.21M | 0.06% | −27−0.3% | Reduced |
| Aberdeen Wealth Management LLC | 8,206 | $1.21M | 0.90% | +10.0% | Added |
| TLWM | 8,212 | $1.21M | 0.38% | −30.0% | Reduced |
| Logan Capital Management Inc | 8,223 | $1.21M | 0.06% | −55−0.7% | Reduced |
| TD Capital Management LLC | 8,237 | $1.21M | 0.15% | +2,411+41.4% | Added |
| Strategic Advisors LLC | 8,256 | $1.22M | 0.25% | +564+7.3% | Added |
| Home Federal Bank of Tennessee | 8,308 | $1.23M | 0.46% | +31+0.4% | Added |
| Winthrop Advisory Group LLC | 8,286 | $1.23M | 0.22% | −15−0.2% | Reduced |
| Arcadia Investment Management Corp | 8,344 | $1.23M | 0.27% | −212−2.5% | Reduced |
| Trustco Bank Corp N Y | 8,344 | $1.23M | 1.35% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8,365 | $1.23M | 0.61% | +450+5.7% | Added |
| FinTrust Capital Advisors, LLC | 8,699 | $1.23M | 0.30% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 8,381 | $1.24M | 0.25% | −290−3.3% | Reduced |
| Pitcairn Co | 8,393 | $1.24M | 0.11% | +275+3.4% | Added |
| Highview Capital Management LLC | 8,404 | $1.24M | 0.72% | +84+1.0% | Added |
| Lifeworks Advisors, LLC | 8,419 | $1.24M | 0.59% | −636−7.0% | Reduced |
| Kinsale Capital Group, Inc. | 8,449 | $1.25M | 0.91% | +5,669+203.9% | Added |
| Vigilare Wealth Management | 8,452 | $1.25M | 0.70% | −497−5.6% | Reduced |
| WMG Financial Advisors, LLC | 8,205 | $1.25M | 1.03% | −349−4.1% | Reduced |
| Brady Family Wealth, LLC | 8,459 | $1.25M | 0.49% | −21−0.2% | Reduced |
| Ahl Investment Management, Inc. | 8,460 | $1.25M | 1.15% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 8,488 | $1.25M | 0.08% | +90+1.1% | Added |
| Live Oak Private Wealth LLC | 8,523 | $1.26M | 0.26% | −40−0.5% | Reduced |
| Liberty Wealth Management LLC | 8,864 | $1.26M | 0.26% | +8,864 | New |
| Pine Valley Investments Ltd Liability Co | 10,760 | $1.27M | 0.19% | +10,760 | New |
| RF&L Wealth Management, LLC | 8,600 | $1.27M | 1.23% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,612 | $1.27M | 0.28% | +40.0% | Added |
| DT Investment Partners, LLC | 8,424 | $1.28M | 0.15% | +498+6.3% | Added |
| Compass Wealth Management LLC | 8,669 | $1.28M | 0.41% | +245+2.9% | Added |
| Birmingham Capital Management Co Inc | 8,684 | $1.28M | 0.51% | −305−3.4% | Reduced |
| Altman Advisors, Inc. | 9,441 | $1.28M | 1.17% | +348+3.8% | Added |
| CTC LLC | 8,804 | $1.28M | 0.04% | +8,804 | New |
| Ausdal Financial Partners, Inc. | 8,728 | $1.29M | 0.18% | −63−0.7% | Reduced |
| Resurgent Financial Advisors LLC | 8,785 | $1.30M | 0.87% | −2,351−21.1% | Reduced |
| Stoneridge Investment Partners LLC | 8,787 | $1.30M | 0.69% | +4,837+122.5% | Added |
| Chicago Capital, LLC | 8,804 | $1.30M | 0.06% | −70−0.8% | Reduced |
| Diamant Asset Management, Inc. | 8,805 | $1.30M | 1.06% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 8,807 | $1.30M | 0.76% | −248−2.7% | Reduced |
| WMS Partners, LLC | 8,815 | $1.30M | 0.11% | −45−0.5% | Reduced |
| Bedel Financial Consulting, Inc. | 8,831 | $1.30M | 0.32% | −414−4.5% | Reduced |
| Buckingham Strategic Partners | 8,864 | $1.31M | 0.08% | +311+3.6% | Added |
| Accurate Wealth Management, LLC | 8,706 | $1.31M | 0.45% | +974+12.6% | Added |
| Park Edge Advisors, LLC | 8,888 | $1.31M | 0.50% | +5,672+176.4% | Added |
| Armor Investment Advisors, LLC | 8,921 | $1.32M | 0.75% | +781+9.6% | Added |
| Northern Financial Advisors Inc | 8,922 | $1.32M | 1.24% | −252−2.7% | Reduced |
| Stonnington Group, LLC | 8,803 | $1.32M | 0.34% | −1,199−12.0% | Reduced |