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 |
|---|---|---|---|---|---|
| DFPG Investments, LLC | 8,932 | $1.32M | 0.14% | +272+3.1% | Added |
| Essex Financial Services, Inc. | 8,940 | $1.32M | 0.14% | +224+2.6% | Added |
| Independence Bank of Kentucky | 8,964 | $1.32M | 0.57% | +245+2.8% | Added |
| L.M. Kohn & Company | 9,024 | $1.33M | 0.55% | −245−2.6% | Reduced |
| Oak Family Advisors, LLC | 9,029 | $1.33M | 0.66% | −274−2.9% | Reduced |
| American State Bank (Iowa) | 9,069 | $1.34M | 0.98% | +85+0.9% | Added |
| Pinnacle West Asset Management, Inc. | 9,115 | $1.34M | 1.40% | +9,115 | New |
| West Family Investments, Inc. | 9,116 | $1.34M | 0.53% | −62−0.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 9,149 | $1.35M | 1.29% | +207+2.3% | Added |
| Intellectus Partners, LLC | 9,126 | $1.35M | 0.43% | +204+2.3% | Added |
| Clearview Wealth Advisors LLC | 9,172 | $1.35M | 1.37% | +3,425+59.6% | Added |
| Jmac Enterprises LLC | 9,188 | $1.35M | 0.34% | −63−0.7% | Reduced |
| First Heartland Consultants, Inc. | 9,212 | $1.36M | 0.20% | −265−2.8% | Reduced |
| Daymark Wealth Partners, LLC | 9,215 | $1.36M | 0.18% | +2,448+36.2% | Added |
| Vaughan David Investments LLC | 9,244 | $1.36M | 0.04% | −125−1.3% | Reduced |
| Wealth Alliance | 9,262 | $1.37M | 0.22% | +306+3.4% | Added |
| McMillion Capital Management Inc | 9,298 | $1.37M | 1.29% | −454−4.7% | Reduced |
| LCM Capital Management Inc | 9,332 | $1.38M | 1.20% | +367+4.1% | Added |
| Kathmere Capital Management, LLC | 9,368 | $1.38M | 0.23% | −108−1.1% | Reduced |
| 3Chopt Investment Partners, LLC | 9,335 | $1.38M | 0.74% | +76+0.8% | Added |
| Gray Wealth Management Inc. | 9,372 | $1.38M | 0.75% | +61+0.7% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 9,362 | $1.39M | 0.69% | +1,291+16.0% | Added |
| TCM Advisors, LLC | – | $1.39M | 1.25% | – | – |
| FDx Advisors, Inc. | 9,780 | $1.39M | 0.06% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,434 | $1.39M | 0.00% | −18,179−65.8% | Reduced |
| First National Advisers, LLC | 9,465 | $1.40M | 1.58% | +355+3.9% | Added |
| Montecito Bank & Trust | 9,476 | $1.40M | 0.33% | +15+0.2% | Added |
| Independent Solutions Wealth Management, LLC | 9,479 | $1.40M | 0.41% | +207+2.2% | Added |
| Game Creek Capital, LP | 9,500 | $1.40M | 0.93% | +2,500+35.7% | Added |
| WealthPLAN Partners, LLC | 9,504 | $1.40M | 0.16% | −210−2.2% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,508 | $1.40M | 0.50% | −95,263−90.9% | Reduced |
| Navalign, LLC | 9,513 | $1.40M | 0.59% | −69−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,528 | $1.40M | 0.10% | −1,109−10.4% | Reduced |
| Guardian Wealth Advisors, LLC | 9,549 | $1.41M | 0.25% | +289+3.1% | Added |
| Sterling Investment Counsel, LLC | 9,620 | $1.42M | 0.84% | +479+5.2% | Added |
| Warren Averett Asset Management, LLC | 9,646 | $1.42M | 0.07% | −493−4.9% | Reduced |
| DRW Securities, LLC | 9,700 | $1.43M | 0.21% | +9,700 | New |
| RB Capital Management, LLC | 9,705 | $1.43M | 0.47% | −66−0.7% | Reduced |
| CMG Global Holdings, LLC | 9,716 | $1.43M | 1.30% | +69+0.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,423 | $1.44M | 0.66% | −9−0.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 9,759 | $1.44M | 0.06% | +100+1.0% | Added |
| Old Port Advisors | 9,611 | $1.44M | 0.52% | −10.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 9,869 | $1.46M | 0.88% | −88−0.9% | Reduced |
| NorthRock Partners, LLC | 9,917 | $1.46M | 0.16% | +1,293+15.0% | Added |
| Spreng Capital Management, Inc. | 9,917 | $1.46M | 1.26% | −653−6.2% | Reduced |
| Accretive Wealth Partners, LLC | 9,922 | $1.46M | 0.94% | +96+1.0% | Added |
| Claro Advisors LLC | 9,929 | $1.46M | 0.43% | +267+2.8% | Added |
| Kidder Stephen W | 9,975 | $1.47M | 0.51% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 9,985 | $1.47M | 0.42% | +103+1.0% | Added |
| Argent Advisors, Inc. | 9,997 | $1.47M | 0.70% | −129−1.3% | Reduced |
| Dudley Capital Management, LLC | 10,003 | $1.47M | 1.04% | +5+0.1% | Added |
| Douglas Lane & Associates, LLC | 10,012 | $1.48M | 0.02% | −207−2.0% | Reduced |
| Jeppson Wealth Management, LLC | 10,015 | $1.48M | 0.64% | −10−0.1% | Reduced |
| Highlander Capital Management, LLC | 10,050 | $1.48M | 0.73% | −500−4.7% | Reduced |
| Argus Investors' Counsel, Inc. | 10,060 | $1.48M | 1.12% | +100+1.0% | Added |
| Alpha Cubed Investments, LLC | 10,063 | $1.48M | 0.11% | −1,594−13.7% | Reduced |
| Transcend Wealth Collective, LLC | 10,075 | $1.49M | 0.16% | −3,742−27.1% | Reduced |
| Jarislowsky, Fraser Ltd | 10,077 | $1.49M | 0.01% | −100−1.0% | Reduced |
| Lake Street Financial LLC | 10,081 | $1.49M | 0.28% | +1,310+14.9% | Added |
| PBMares Wealth Management LLC | 10,117 | $1.49M | 0.55% | +1,592+18.7% | Added |
| AFS Financial Group, LLC | 10,118 | $1.49M | 1.00% | −125−1.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,141 | $1.50M | 0.13% | −275−2.6% | Reduced |
| First PREMIER Bank | 10,167 | $1.50M | 0.44% | −505−4.7% | Reduced |
| Phoenix Wealth Advisors | 10,171 | $1.50M | 0.93% | +526+5.5% | Added |
| PFG Advisors | 10,173 | $1.50M | 0.13% | −218−2.1% | Reduced |
| Smith Anglin Financial, LLC | 10,187 | $1.50M | 0.22% | +610+6.4% | Added |
| MidWestOne Financial Group, Inc. | 10,204 | $1.50M | 0.34% | +483+5.0% | Added |
| Virtue Capital Management, LLC | 9,973 | $1.51M | 0.25% | +462+4.9% | Added |
| First National Bank & Trust Co of Newtown | 10,214 | $1.51M | 0.33% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 9,876 | $1.51M | 0.09% | +772+8.5% | Added |
| Main Street Financial Solutions, LLC | 10,263 | $1.51M | 0.22% | +373+3.8% | Added |
| Delos Wealth Advisors, LLC | 10,275 | $1.52M | 1.92% | +76+0.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 10,285 | $1.52M | 0.90% | −350−3.3% | Reduced |
| IFP Advisors, Inc | 20,753 | $1.52M | 0.07% | −23,672−53.3% | Reduced |
| Detalus Advisors, LLC | 10,333 | $1.52M | 0.73% | −81−0.8% | Reduced |
| Park National Corp | 10,345 | $1.53M | 0.07% | +599+6.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,373 | $1.53M | 1.12% | −111−1.1% | Reduced |
| AlphaCore Capital LLC | 10,388 | $1.53M | 0.41% | +10,388 | New |
| Harbour Investments, Inc. | 10,394 | $1.53M | 0.08% | −38−0.4% | Reduced |
| Greatmark Investment Partners, Inc. | 10,403 | $1.53M | 0.27% | −20.0% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 10,413 | $1.54M | 1.75% | −483−4.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,416 | $1.54M | 0.26% | −6−0.1% | Reduced |
| McDonald Partners LLC | 10,418 | $1.54M | 0.50% | +110+1.1% | Added |
| MTM Investment Management, LLC | 10,419 | $1.54M | 0.79% | −582−5.3% | Reduced |
| WBH Advisory Inc | 10,422 | $1.54M | 0.19% | +10,422 | New |
| NVWM, LLC | 10,425 | $1.54M | 0.52% | −321−3.0% | Reduced |
| Patten Group, Inc. | 10,443 | $1.54M | 0.46% | −307−2.9% | Reduced |
| Union Heritage Capital, LLC | 10,450 | $1.54M | 0.94% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 10,446 | $1.54M | 0.16% | −213−2.0% | Reduced |
| Kula Investments, LLC | 10,452 | $1.54M | 0.38% | +10,452 | New |
| Lake Street Advisors Group, LLC | 10,460 | $1.54M | 0.10% | −87−0.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,538 | $1.55M | 0.18% | +126+1.2% | Added |
| Linscomb & Williams, Inc. | 10,582 | $1.56M | 0.08% | −249−2.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 10,594 | $1.56M | 0.97% | +1,125+11.9% | Added |
| SOL Capital Management CO | 10,600 | $1.56M | 0.26% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 10,637 | $1.57M | 0.14% | −47−0.4% | Reduced |
| Parsons Capital Management Inc | 10,660 | $1.57M | 0.13% | +813+8.3% | Added |
| Blue Chip Partners, Inc. | 10,711 | $1.58M | 0.19% | +237+2.3% | Added |
| Paradigm Asset Management Co LLC | 10,712 | $1.58M | 0.43% | −50−0.5% | Reduced |
| Legacy Bridge, LLC | 10,713 | $1.58M | 1.10% | 00.0% | Unchanged |