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 |
|---|---|---|---|---|---|
| Barnes Pettey Financial Advisors, LLC | 12,849 | $1.89M | 1.81% | +565+4.6% | Added |
| Ironwood Investment Counsel, LLC | 12,852 | $1.90M | 0.45% | −360−2.7% | Reduced |
| Congress Park Capital LLC | 12,876 | $1.90M | 1.13% | −479−3.6% | Reduced |
| Continuum Advisory, LLC | 33,826 | $1.91M | 0.32% | −234−0.7% | Reduced |
| WealthShield Partners, LLC | 12,945 | $1.92M | 0.31% | +655+5.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.92M | 0.75% | 00.0% | Unchanged |
| Intrust Bank NA | 13,092 | $1.93M | 0.25% | +5,783+79.1% | Added |
| LGT Fund Management Co Ltd. | 13,100 | $1.93M | 0.82% | −13,500−50.8% | Reduced |
| Icapital Wealth LLC | 13,174 | $1.94M | 1.33% | +229+1.8% | Added |
| Caliber Wealth Management, LLC | 13,206 | $1.95M | 1.46% | −47−0.4% | Reduced |
| HBK Investments L P | 13,219 | $1.95M | 0.07% | +13,219 | New |
| ICA Group Wealth Management, LLC | 13,220 | $1.95M | 0.46% | +163+1.2% | Added |
| Maven Securities LTD | 13,228 | $1.95M | 0.31% | +13,228 | New |
| Quadrant Private Wealth Management, LLC | 13,283 | $1.97M | 0.61% | +1,635+14.0% | Added |
| MRP Capital Investments, LLC | 13,361 | $1.97M | 2.16% | −363−2.6% | Reduced |
| Nixon Peabody Trust Co | 13,393 | $1.97M | 1.38% | +1,040+8.4% | Added |
| Abbrea Capital, LLC | 13,355 | $1.98M | 0.34% | +125+0.9% | Added |
| David Loasby | 13,123 | $1.98M | 0.23% | +2,129+19.4% | Added |
| Trifecta Capital Advisors, LLC | 13,468 | $1.99M | 0.70% | +150+1.1% | Added |
| Bangor Savings Bank | 13,564 | $2.00M | 0.24% | −195−1.4% | Reduced |
| Trust Co of Virginia | 13,574 | $2.00M | 0.22% | −563−4.0% | Reduced |
| Wintrust Investments LLC | 13,591 | $2.00M | 0.26% | −195−1.4% | Reduced |
| Shepherd Financial Partners LLC | 13,597 | $2.00M | 0.34% | +22+0.2% | Added |
| Dakota Wealth Management | 13,646 | $2.01M | 0.13% | +124+0.9% | Added |
| Sargent Investment Group, LLC | 13,562 | $2.02M | 0.53% | +680+5.3% | Added |
| Zullo Investment Group, Inc. | 13,681 | $2.02M | 1.26% | +231+1.7% | Added |
| PFG Investments, LLC | 13,682 | $2.02M | 0.41% | +13,682 | New |
| Spirit of America Management Corp | 13,684 | $2.02M | 0.45% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 13,687 | $2.02M | 0.51% | +587+4.5% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13,827 | $2.02M | 0.46% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 13,738 | $2.03M | 0.87% | −59−0.4% | Reduced |
| Martin & Co Inc | 13,755 | $2.03M | 0.52% | −273−1.9% | Reduced |
| Allred Capital Management, LLC | 13,764 | $2.03M | 1.07% | +256+1.9% | Added |
| Doliver Advisors, LP | 13,812 | $2.04M | 0.64% | +362+2.7% | Added |
| Mission Wealth Management, LP | 13,818 | $2.04M | 0.09% | −274−1.9% | Reduced |
| CFM Wealth Partners LLC | 13,881 | $2.05M | 0.57% | +93+0.7% | Added |
| SageView Advisory Group, LLC | 13,882 | $2.05M | 0.13% | +6,847+97.3% | Added |
| Aspen Investment Management Inc | 13,907 | $2.05M | 1.31% | −30.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 13,959 | $2.06M | 0.49% | −923−6.2% | Reduced |
| Meridian Wealth Advisors, LLC | 13,985 | $2.06M | 0.52% | +100+0.7% | Added |
| Eagle Bluffs Wealth Management LLC | 13,966 | $2.07M | 1.69% | +1,523+12.2% | Added |
| Zurich Insurance Group Ltd | 14,100 | $2.08M | 0.03% | +14,100 | New |
| Transamerica Financial Advisors, Inc. | 14,131 | $2.08M | 0.28% | −10,563−42.8% | Reduced |
| Wills Financial Group, Inc. | 14,193 | $2.09M | 1.13% | −1,128−7.4% | Reduced |
| Commerzbank Aktiengesellschaft | 14,205 | $2.10M | 0.11% | −28−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 14,231 | $2.10M | 1.22% | −322−2.2% | Reduced |
| Chimera Capital Management LLC | 14,250 | $2.10M | 1.07% | +9,768+217.9% | Added |
| Krilogy Financial LLC | 14,256 | $2.10M | 0.18% | −1,009−6.6% | Reduced |
| Essex Savings Bank | 14,302 | $2.11M | 0.74% | +15+0.1% | Added |
| Oak Harbor Wealth Partners, LLC | 14,411 | $2.12M | 0.77% | −262−1.8% | Reduced |
| Finer Wealth Management, Inc. | 14,455 | $2.13M | 1.80% | +47+0.3% | Added |
| Colony Group LLC | 14,463 | $2.13M | 0.03% | −6,981−32.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 14,469 | $2.13M | 1.57% | −189−1.3% | Reduced |
| Cohen Lawrence B | 14,481 | $2.14M | 1.43% | +527+3.8% | Added |
| Snider Financial Group | 14,514 | $2.14M | 1.14% | −4,316−22.9% | Reduced |
| Canandaigua National Bank & Trust Co | 14,568 | $2.15M | 0.36% | +14,568 | New |
| Lester Murray Antman dba SimplyRich | 14,604 | $2.15M | 0.81% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 14,631 | $2.16M | 0.03% | −526−3.5% | Reduced |
| Successful Portfolios LLC | 14,666 | $2.16M | 1.36% | −168−1.1% | Reduced |
| Kovack Advisors, Inc. | 14,681 | $2.16M | 0.30% | −350−2.3% | Reduced |
| NTV Asset Management LLC | 14,686 | $2.17M | 0.40% | −330−2.2% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.17M | 0.11% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 14,693 | $2.17M | 0.67% | +505+3.6% | Added |
| HighTower Trust Services, LTA | 15,844 | $2.17M | 0.21% | +4,243+36.6% | Added |
| ICW Investment Advisors LLC | 14,729 | $2.17M | 1.23% | +250+1.7% | Added |
| Providence First Trust Co | 14,736 | $2.17M | 1.25% | −326−2.2% | Reduced |
| Welch Group, LLC | 14,774 | $2.18M | 0.13% | +394+2.7% | Added |
| Providence Wealth Advisors, LLC | 14,563 | $2.18M | 1.61% | −37−0.3% | Reduced |
| Smithfield Trust Co | 14,923 | $2.20M | 0.14% | −299−2.0% | Reduced |
| Members Capital Advisors Inc | 14,905 | $2.20M | 1.59% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 14,917 | $2.20M | 0.04% | −1,112−6.9% | Reduced |
| Hilltop Holdings Inc. | 14,958 | $2.21M | 0.30% | −398−2.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.21M | 0.66% | 00.0% | Unchanged |
| Ulysses Management LLC | 15,000 | $2.21M | 0.67% | +15,000 | New |
| Allen Capital Group, LLC | 15,017 | $2.21M | 0.42% | +15,017 | New |
| Robertson Stephens Wealth Management, LLC | 14,971 | $2.22M | 0.18% | +817+5.8% | Added |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.22M | 1.67% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 15,113 | $2.23M | 0.89% | +7,041+87.2% | Added |
| Desjardins Global Asset Management Inc. | 15,120 | $2.23M | 0.28% | +403+2.7% | Added |
| Ronald Blue Trust, Inc. | 15,802 | $2.24M | 0.04% | +799+5.3% | Added |
| JCIC Asset Management Inc. | 15,210 | $2.24M | 1.04% | +741+5.1% | Added |
| Duncker Streett & Co Inc | 15,236 | $2.25M | 0.54% | −264−1.7% | Reduced |
| C2C Wealth Management, LLC | 15,058 | $2.25M | 0.36% | +79+0.5% | Added |
| Cantor Fitzgerald, L. P. | 15,308 | $2.26M | 0.05% | −3,461−18.4% | Reduced |
| Duff & Phelps Investment Management Co | 15,456 | $2.28M | 0.03% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 15,470 | $2.28M | 1.30% | +100+0.7% | Added |
| Ledyard National Bank | 15,478 | $2.28M | 0.26% | −137−0.9% | Reduced |
| Page Arthur B | 15,497 | $2.29M | 2.14% | −45−0.3% | Reduced |
| D.B. Root & Company, LLC | 15,558 | $2.29M | 0.90% | +1,066+7.4% | Added |
| Freedom Day Solutions, LLC | 15,679 | $2.30M | 1.09% | −338−2.1% | Reduced |
| WBI Investments | 15,590 | $2.30M | 0.46% | +15,590 | New |
| Dearborn Partners LLC | 15,618 | $2.30M | 0.09% | −1,649−9.6% | Reduced |
| Beech Hill Advisors, Inc. | 15,646 | $2.31M | 1.16% | −164−1.0% | Reduced |
| Private Trust Co NA | 15,651 | $2.31M | 0.31% | +895+6.1% | Added |
| Ropes Wealth Advisors LLC | 15,654 | $2.31M | 0.42% | −417−2.6% | Reduced |
| Northstar Asset Management LLC | 15,657 | $2.31M | 0.68% | −430−2.7% | Reduced |
| Altshuler Shaham Ltd | 15,702 | $2.32M | 0.05% | +15,701+1,570,100.0% | Added |
| Parkside Financial Bank & Trust | 15,801 | $2.33M | 0.63% | +161+1.0% | Added |
| Roberts Glore & Co Inc | 15,826 | $2.33M | 0.78% | −180−1.1% | Reduced |
| Bryn Mawr Trust Co | 15,841 | $2.34M | 0.10% | −70.0% | Reduced |