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 |
|---|---|---|---|---|---|
| New Hampshire Trust | 15,858 | $2.34M | 0.63% | −306−1.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 15,988 | $2.36M | 0.73% | +3,845+31.7% | Added |
| Baker Tilly Wealth Management, LLC | 16,002 | $2.36M | 0.27% | +908+6.0% | Added |
| Beacon Financial Group | 15,691 | $2.36M | 0.33% | −740−4.5% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,037 | $2.36M | 1.32% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 16,062 | $2.37M | 0.09% | −711−4.2% | Reduced |
| Valmark Advisers, Inc. | 16,077 | $2.37M | 0.05% | +1,844+13.0% | Added |
| Amussen Hunsaker Associates LLC | 16,130 | $2.38M | 0.60% | −111−0.7% | Reduced |
| Arlington Partners LLC | 16,137 | $2.38M | 0.34% | +1,369+9.3% | Added |
| Hodges Capital Management Inc. | 17,146 | $2.39M | 0.20% | +740+4.5% | Added |
| Lincoln Capital Corp | 16,262 | $2.40M | 1.39% | +16,262 | New |
| Sterling Investment Advisors, Ltd. | 16,307 | $2.40M | 0.81% | −81−0.5% | Reduced |
| Marshall Financial Group LLC | 16,317 | $2.41M | 0.86% | −173−1.0% | Reduced |
| True Capital Management | 16,328 | $2.41M | 1.65% | +78+0.5% | Added |
| Schechter Investment Advisors, LLC | 16,332 | $2.41M | 0.22% | +4,798+41.6% | Added |
| Harbor Investment Advisory, LLC | 16,335 | $2.41M | 0.36% | −1,303−7.4% | Reduced |
| Naples Global Advisors, LLC | 16,346 | $2.42M | 0.30% | +123+0.8% | Added |
| Equitable Holdings, Inc. | 16,416 | $2.42M | 0.04% | +1,433+9.6% | Added |
| Dumont & Blake Investment Advisors LLC | 16,425 | $2.42M | 0.82% | −100−0.6% | Reduced |
| Roman Butler Fullerton & Co | 16,005 | $2.43M | 1.21% | +1,114+7.5% | Added |
| ProVise Management Group, LLC | 16,519 | $2.44M | 0.23% | +5,625+51.6% | Added |
| Convergence Investment Partners, LLC | 16,527 | $2.44M | 1.43% | −39−0.2% | Reduced |
| Octavia Wealth Advisors, LLC | 16,469 | $2.44M | 0.55% | −254−1.5% | Reduced |
| Lavaca Capital LLC | 16,702 | $2.44M | 0.57% | +696+4.3% | Added |
| AllGen Financial Advisors, Inc. | 16,570 | $2.44M | 1.71% | −318−1.9% | Reduced |
| Harvey Capital Management Inc | 16,650 | $2.46M | 0.97% | 00.0% | Unchanged |
| Telemus Capital, LLC | 16,749 | $2.47M | 0.22% | −1,497−8.2% | Reduced |
| ORG Partners LLC | 16,645 | $2.47M | 0.60% | +16,645 | New |
| Perigon Wealth Management, LLC | 16,773 | $2.47M | 0.14% | +13+0.1% | Added |
| Voloridge Investment Management, LLC | 16,881 | $2.49M | 0.01% | −10,011−37.2% | Reduced |
| Profund Advisors LLC | 16,896 | $2.49M | 0.15% | −10,394−38.1% | Reduced |
| Miller Investment Management, LP | 16,910 | $2.49M | 0.41% | −359−2.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,918 | $2.49M | 1.55% | +10.0% | Added |
| Peddock Capital Advisors, LLC | 16,949 | $2.50M | 0.87% | +466+2.8% | Added |
| Dorsey & Whitney Trust CO LLC | 16,992 | $2.51M | 0.23% | +257+1.5% | Added |
| Fund Management at Engine No. 1 LLC | 17,007 | $2.51M | 0.50% | +1,471+9.5% | Added |
| Vise Technologies, Inc. | 17,072 | $2.52M | 0.66% | +3,921+29.8% | Added |
| Wolverine Trading, LLC | 17,312 | $2.52M | 0.08% | +17,312 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,136 | $2.53M | 0.26% | 00.0% | Unchanged |
| West Branch Capital LLC | 17,151 | $2.53M | 1.41% | −67−0.4% | Reduced |
| North Star Investment Management Corp. | 17,197 | $2.54M | 0.21% | +4,312+33.5% | Added |
| Shay Capital LLC | 17,250 | $2.54M | 1.05% | +17,250 | New |
| Cito Capital Group, LLC | 17,200 | $2.55M | 1.27% | +300+1.8% | Added |
| Summit Asset Management, LLC | 17,303 | $2.55M | 0.70% | −422−2.4% | Reduced |
| Hollow Brook Wealth Management LLC | 17,332 | $2.56M | 1.21% | +641+3.8% | Added |
| Northstar Group, Inc. | 17,347 | $2.56M | 0.66% | +10+0.1% | Added |
| Sumitomo Life Insurance Co | 17,379 | $2.56M | 0.22% | −128−0.7% | Reduced |
| Cigna Investments Inc | 17,418 | $2.57M | 0.51% | −368−2.1% | Reduced |
| Equitable Trust Co | 17,429 | $2.57M | 0.20% | +976+5.9% | Added |
| Liberty One Investment Management, LLC | 17,448 | $2.57M | 0.35% | +1,646+10.4% | Added |
| Summit X, LLC | 17,469 | $2.58M | 0.67% | +14+0.1% | Added |
| Robbins Farley LLC | 17,482 | $2.58M | 1.90% | +455+2.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,549 | $2.59M | 0.52% | +261+1.5% | Added |
| Motley Fool Wealth Management, LLC | 17,581 | $2.59M | 0.16% | −764−4.2% | Reduced |
| AIMZ Investment Advisors, LLC | 17,635 | $2.60M | 1.16% | −162−0.9% | Reduced |
| Integrated Advisors Network LLC | 17,671 | $2.61M | 0.16% | +195+1.1% | Added |
| Bank Ozk | 17,685 | $2.61M | 1.29% | −729−4.0% | Reduced |
| Lakeview Capital Partners, LLC | 17,046 | $2.61M | 0.81% | +374+2.2% | Added |
| Diligent Investors, LLC | 17,703 | $2.61M | 0.81% | −14−0.1% | Reduced |
| Wambolt & Associates, LLC | 17,569 | $2.61M | 0.93% | +50+0.3% | Added |
| Virginia Wealth Management Group, Inc. | 17,737 | $2.62M | 1.79% | +336+1.9% | Added |
| Old Second National Bank of Aurora | 17,833 | $2.63M | 0.77% | −2,033−10.2% | Reduced |
| Flagship Harbor Advisors, LLC | 17,867 | $2.63M | 0.25% | +29+0.2% | Added |
| Kensington Investment Counsel, LLC | 17,870 | $2.63M | 1.99% | +1,046+6.2% | Added |
| Fairfield, Bush & Co. | 17,881 | $2.64M | 0.93% | −97−0.5% | Reduced |
| Occidental Asset Management, LLC | 17,904 | $2.64M | 0.66% | +692+4.0% | Added |
| J. W. Coons Advisors, LLC | 17,931 | $2.64M | 0.76% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 18,013 | $2.66M | 0.50% | +492+2.8% | Added |
| Hemenway Trust Co LLC | 18,015 | $2.66M | 0.28% | −1,397−7.2% | Reduced |
| Comgest Global Investors S.A.S. | 18,015 | $2.66M | 0.05% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 18,022 | $2.66M | 0.42% | +1,844+11.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 18,091 | $2.67M | 1.51% | +1,391+8.3% | Added |
| RSM US Wealth Management LLC | 18,122 | $2.67M | 0.09% | +8,527+88.9% | Added |
| Johnson Financial Group, Inc. | 18,133 | $2.68M | 0.19% | +2,221+14.0% | Added |
| Mendel Capital Management LLC | 18,159 | $2.68M | 2.42% | +155+0.9% | Added |
| Twin Capital Management Inc | 18,196 | $2.68M | 0.37% | −1,188−6.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,206 | $2.68M | 0.07% | −250−1.4% | Reduced |
| Eads & Heald Wealth Management | 18,230 | $2.69M | 1.33% | +517+2.9% | Added |
| Quadrant Capital Group LLC | 18,293 | $2.70M | 0.28% | +676+3.8% | Added |
| Rocky Mountain Advisers, LLC | 18,308 | $2.70M | 1.44% | −298−1.6% | Reduced |
| MV Capital Management, Inc. | 18,329 | $2.70M | 0.38% | +1,044+6.0% | Added |
| Summit Place Financial Advisors, LLC | 18,332 | $2.70M | 1.92% | +1,250+7.3% | Added |
| Delta Financial Advisors LLC | 18,342 | $2.70M | 1.30% | −64−0.3% | Reduced |
| Clarius Group, LLC | 18,351 | $2.71M | 0.23% | −1,473−7.4% | Reduced |
| Centaurus Financial, Inc. | 18,372 | $2.71M | 0.22% | +4,533+32.8% | Added |
| Westmount Partners, LLC | 18,382 | $2.71M | 1.25% | +314+1.7% | Added |
| Mitchell Sinkler & Starr | 18,453 | $2.72M | 0.80% | +2,050+12.5% | Added |
| CIC Wealth, LLC | 18,463 | $2.72M | 1.03% | −316−1.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,500 | $2.73M | 1.96% | +250+1.4% | Added |
| Waddell & Associates, LLC | 18,512 | $2.73M | 0.43% | −15−0.1% | Reduced |
| We Are One Seven, LLC | 18,523 | $2.73M | 0.17% | +1,125+6.5% | Added |
| Reuter James Wealth Management, LLC | 18,573 | $2.74M | 1.92% | −8,540−31.5% | Reduced |
| Thomasville National Bank | 18,601 | $2.74M | 0.28% | +11+0.1% | Added |
| Anchor Investment Management, LLC | 18,716 | $2.76M | 0.38% | +1,022+5.8% | Added |
| Bessemer Securities LLC | 18,717 | $2.76M | 1.29% | +1,900+11.3% | Added |
| Mather Group, LLC. | 18,722 | $2.76M | 0.05% | −6,725−26.4% | Reduced |
| Golden State Equity Partners | 18,723 | $2.76M | 1.49% | +18,723 | New |
| Checchi Capital Advisers, LLC | 18,752 | $2.77M | 0.27% | +381+2.1% | Added |
| Wunderlich Capital Managemnt | 18,776 | $2.77M | 1.44% | +11+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 18,795 | $2.77M | 0.86% | +131+0.7% | Added |