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 |
|---|---|---|---|---|---|
| Quad-Cities Investment Group, LLC | 10,721 | $1.58M | 1.09% | +8+0.1% | Added |
| Bank of New Hampshire | 10,742 | $1.58M | 0.48% | −391−3.5% | Reduced |
| Connolly Sarah T. | 10,747 | $1.58M | 1.00% | +4,195+64.0% | Added |
| Bailard, Inc. | 10,752 | $1.59M | 0.06% | −311−2.8% | Reduced |
| Charles Schwab Trust Co | 10,785 | $1.59M | 0.19% | +698+6.9% | Added |
| First Commonwealth Financial Corp | 10,832 | $1.60M | 0.58% | −235−2.1% | Reduced |
| Manchester Capital Management LLC | 10,848 | $1.60M | 0.21% | +37+0.3% | Added |
| HCR Wealth Advisors | 10,813 | $1.60M | 0.32% | 00.0% | Unchanged |
| Bowman & Co S.C. | 10,894 | $1.61M | 1.18% | +1,014+10.3% | Added |
| Hancock Whitney Corp | 10,897 | $1.61M | 0.06% | +34+0.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,915 | $1.61M | 0.32% | +43+0.4% | Added |
| Good Life Advisors, LLC | 10,937 | $1.61M | 0.21% | −354−3.1% | Reduced |
| Wolff Wiese Magana LLC | 10,940 | $1.61M | 1.31% | +32+0.3% | Added |
| Argent Capital Management LLC | 10,975 | $1.62M | 0.06% | 00.0% | Unchanged |
| Harbor Advisors LLC | 11,000 | $1.62M | 0.38% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,008 | $1.62M | 0.06% | +1,633+17.4% | Added |
| 44 Wealth Management LLC | 11,021 | $1.63M | 0.55% | +22+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 11,064 | $1.63M | 0.27% | −11,333−50.6% | Reduced |
| Plancorp, LLC | 11,065 | $1.63M | 0.09% | −95−0.9% | Reduced |
| Optimum Investment Advisors | 11,140 | $1.64M | 0.86% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 11,146 | $1.64M | 0.19% | +217+2.0% | Added |
| Catalyst Wealth Management, LLC | 11,200 | $1.65M | 1.55% | +419+3.9% | Added |
| Wellington Shields & Co., LLC | 11,218 | $1.65M | 0.37% | +3,393+43.4% | Added |
| Syntegra Private Wealth Group, LLC | 11,255 | $1.66M | 0.30% | +5,561+97.7% | Added |
| Private Harbour Investment Management & Counsel, LLC | 11,278 | $1.66M | 1.87% | −430−3.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,312 | $1.67M | 0.11% | +3,174+39.0% | Added |
| Prestige Wealth Management Group LLC | 11,284 | $1.67M | 0.42% | +3,816+51.1% | Added |
| Lumature Wealth Partners, LLC | 11,404 | $1.68M | 0.94% | +114+1.0% | Added |
| QP Wealth Management, LLC | 11,406 | $1.68M | 2.75% | −1,026−8.3% | Reduced |
| Wedmont Private Capital | 11,191 | $1.68M | 0.22% | +291+2.7% | Added |
| Insigneo Advisory Services, LLC | 11,416 | $1.69M | 0.54% | +1,003+9.6% | Added |
| Trust Co of Oklahoma | 11,499 | $1.70M | 0.66% | −10.0% | Reduced |
| Guardian Investment Management | 12,529 | $1.70M | 1.31% | −10,886−46.5% | Reduced |
| Westover Capital Advisors, LLC | 11,542 | $1.70M | 0.63% | −45−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 11,563 | $1.70M | 0.07% | −169−1.4% | Reduced |
| Hoey Investments, Inc | 11,576 | $1.71M | 0.67% | +605+5.5% | Added |
| Gilbert & Cook, Inc. | 11,583 | $1.71M | 0.29% | −1,634−12.4% | Reduced |
| Ifrah Financial Services, Inc. | 11,609 | $1.71M | 0.54% | −190−1.6% | Reduced |
| Madison Wealth Management | 11,621 | $1.71M | 0.37% | +233+2.0% | Added |
| Global Trust Asset Management, LLC | 11,631 | $1.72M | 0.82% | +737+6.8% | Added |
| Gibraltar Capital Management, Inc. | 11,633 | $1.72M | 0.80% | +462+4.1% | Added |
| BFT Financial Group, LLC | 11,677 | $1.72M | 0.26% | +11,677 | New |
| Norris Financial Group, LLC | 11,684 | $1.72M | 1.26% | +31+0.3% | Added |
| True North Advisors, LLC | 11,707 | $1.73M | 0.51% | +1,001+9.3% | Added |
| EverSource Wealth Advisors, LLC | 11,707 | $1.73M | 0.21% | −8−0.1% | Reduced |
| Verity Asset Management, Inc. | 11,763 | $1.73M | 1.04% | +94+0.8% | Added |
| Chatham Capital Group, Inc. | 11,778 | $1.74M | 0.39% | +1,035+9.6% | Added |
| White Pine Capital LLC | 11,780 | $1.74M | 0.67% | +106+0.9% | Added |
| StoneX Group Inc. | 11,753 | $1.74M | 0.19% | +465+4.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,803 | $1.74M | 0.84% | +94+0.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 11,804 | $1.74M | 0.09% | −9,877−45.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,846 | $1.75M | 0.01% | +10.0% | Added |
| SeaCrest Wealth Management, LLC | 11,885 | $1.75M | 0.24% | −118−1.0% | Reduced |
| Naviter Wealth, LLC | 11,878 | $1.76M | 0.61% | +567+5.0% | Added |
| Pinnacle Holdings, LLC | 11,950 | $1.76M | 0.82% | −30−0.3% | Reduced |
| Insight Inv LLC | 11,957 | $1.76M | 1.90% | −475−3.8% | Reduced |
| Beacon Investment Advisors LLC | 11,960 | $1.76M | 1.29% | +35+0.3% | Added |
| Kanawha Capital Management LLC | 12,005 | $1.77M | 0.17% | +1,033+9.4% | Added |
| Magnolia Capital Advisors LLC | 12,029 | $1.77M | 0.91% | +469+4.1% | Added |
| W.H. Cornerstone Investments Inc. | 12,056 | $1.78M | 1.61% | +716+6.3% | Added |
| Catalyst Capital Advisors LLC | 12,062 | $1.78M | 0.05% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 12,078 | $1.78M | 0.83% | +1,593+15.2% | Added |
| Monetary Management Group Inc | 12,086 | $1.78M | 0.52% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 12,128 | $1.79M | 0.14% | −1,232−9.2% | Reduced |
| Siemens Fonds Invest GmbH | 12,130 | $1.79M | 0.19% | −2,092−14.7% | Reduced |
| Gables Capital Management Inc. | 12,136 | $1.79M | 1.25% | +42+0.3% | Added |
| Founders Financial Securities LLC | 12,158 | $1.79M | 0.26% | +604+5.2% | Added |
| Baystate Wealth Management LLC | 12,175 | $1.80M | 0.16% | +93+0.8% | Added |
| Symphony Financial, Ltd. Co. | 12,360 | $1.80M | 0.47% | −873−6.6% | Reduced |
| Shell Asset Management Co | 12,248 | $1.81M | 0.07% | 00.0% | Unchanged |
| Bremer Bank National Association | 12,257 | $1.81M | 0.35% | −135−1.1% | Reduced |
| Founders Capital Management | 12,273 | $1.81M | 1.38% | −535−4.2% | Reduced |
| Ignite Planners, LLC | 12,033 | $1.81M | 0.74% | +734+6.5% | Added |
| Deseret Mutual Benefit Administrators | 12,284 | $1.81M | 0.72% | −587−4.6% | Reduced |
| Qtron Investments LLC | 12,295 | $1.81M | 0.37% | −2,403−16.3% | Reduced |
| Evergreen Capital Management LLC | 12,254 | $1.81M | 0.08% | +1,235+11.2% | Added |
| Symmetry Investments LP | 12,300 | $1.81M | 0.87% | +12,300 | New |
| Pettee Investors, Inc. | 12,314 | $1.82M | 0.87% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 12,360 | $1.82M | 0.63% | −219−1.7% | Reduced |
| First Foundation Advisors | 12,375 | $1.82M | 0.08% | +2,199+21.6% | Added |
| Bank of Stockton | 12,380 | $1.83M | 0.64% | −2,035−14.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 12,390 | $1.83M | 0.68% | +12+0.1% | Added |
| Sunbelt Securities, Inc. | 12,551 | $1.83M | 0.29% | +20.0% | Added |
| Powers Advisory Group, LLC | 12,420 | $1.83M | 1.28% | −115−0.9% | Reduced |
| Invst, LLC | 12,099 | $1.83M | 0.28% | −523−4.1% | Reduced |
| JT Stratford LLC | 12,499 | $1.84M | 0.53% | +991+8.6% | Added |
| Townsend & Associates, Inc | 12,257 | $1.85M | 0.74% | +8,821+256.7% | Added |
| CoreFirst Bank & Trust | 12,554 | $1.85M | 1.35% | −966−7.1% | Reduced |
| Jones Financial Companies LLLP | 12,631 | $1.86M | 0.00% | +622+5.2% | Added |
| IMA Wealth, Inc. | 12,635 | $1.86M | 0.48% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 12,689 | $1.87M | 0.93% | +249+2.0% | Added |
| FLC Capital Advisors | 12,704 | $1.87M | 0.57% | +540+4.4% | Added |
| Sterling Investment Management, Inc. | 12,710 | $1.87M | 1.49% | −184−1.4% | Reduced |
| 9258 Wealth Management, LLC | 12,732 | $1.88M | 0.38% | +321+2.6% | Added |
| Leonteq Securities AG | 12,749 | $1.88M | 0.17% | +7,065+124.3% | Added |
| Etesian Wealth Advisors, Inc. | 12,794 | $1.89M | 1.26% | −393−3.0% | Reduced |
| Front Row Advisors LLC | 12,822 | $1.89M | 0.91% | +70+0.5% | Added |
| AdvisorNet Financial, Inc | 12,830 | $1.89M | 0.17% | +451+3.6% | Added |
| Hartford Financial Management Inc. | 12,832 | $1.89M | 0.49% | −144−1.1% | Reduced |
| Weatherly Asset Management L. P. | 12,798 | $1.89M | 0.25% | −90−0.7% | Reduced |