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 |
|---|---|---|---|---|---|
| Pensionfund Sabic | 18,800 | $2.77M | 0.97% | −2,500−11.7% | Reduced |
| Bowen Hanes & Co Inc | 18,825 | $2.78M | 0.10% | −3,250−14.7% | Reduced |
| Brighton Jones LLC | 18,861 | $2.78M | 0.16% | −2,344−11.1% | Reduced |
| Archford Capital Strategies, LLC | 18,602 | $2.78M | 0.58% | +870+4.9% | Added |
| Geneos Wealth Management Inc. | 18,906 | $2.79M | 0.17% | −181−0.9% | Reduced |
| TrinityPoint Wealth, LLC | 18,921 | $2.79M | 0.60% | +809+4.5% | Added |
| Pathway Financial Advisers, LLC | 18,926 | $2.79M | 1.12% | +167+0.9% | Added |
| KG&L Capital Management,LLC | 18,925 | $2.79M | 1.46% | −1,740−8.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 18,928 | $2.79M | 1.49% | +80.0% | Added |
| Rehmann Capital Advisory Group | 18,928 | $2.79M | 0.26% | +70+0.4% | Added |
| Outfitter Financial LLC | 18,940 | $2.79M | 2.51% | +130+0.7% | Added |
| Vident Investment Advisory, LLC | 18,982 | $2.80M | 0.09% | −1,117−5.6% | Reduced |
| Tiedemann Advisors, LLC | 18,932 | $2.80M | 0.13% | +20.0% | Added |
| Citizens Business Bank | 19,069 | $2.81M | 0.65% | −867−4.3% | Reduced |
| Silverleafe Capital Partners, LLC | 19,083 | $2.81M | 1.81% | −639−3.2% | Reduced |
| Advocate Group LLC | 19,100 | $2.82M | 0.61% | −2,064−9.8% | Reduced |
| AlphaQ Advisors LLC | 19,131 | $2.82M | 2.40% | −2,192−10.3% | Reduced |
| Mattern Wealth Management LLC | 19,224 | $2.83M | 0.94% | +159+0.8% | Added |
| Forum Financial Management, LP | 19,224 | $2.83M | 0.08% | −50.0% | Reduced |
| Deane Retirement Strategies, Inc. | 19,267 | $2.84M | 1.56% | +383+2.0% | Added |
| Haverford Trust Co | 19,287 | $2.84M | 0.03% | −1,200−5.9% | Reduced |
| Cozad Asset Management Inc | 19,339 | $2.85M | 0.38% | +9,160+90.0% | Added |
| HNP Capital LLC | 19,385 | $2.86M | 0.80% | −282−1.4% | Reduced |
| 180 Wealth Advisors, LLC | 19,464 | $2.87M | 0.67% | −1,342−6.5% | Reduced |
| Meeder Advisory Services, Inc. | 19,580 | $2.89M | 0.33% | +1,223+6.7% | Added |
| Centerstone Investors, LLC | 19,580 | $2.89M | 3.40% | +4,940+33.7% | Added |
| Exos TFP Holdings LLC | 19,627 | $2.89M | 0.73% | +10,168+107.5% | Added |
| Bridgeway Capital Management, LLC | 19,672 | $2.90M | 0.08% | −2,638−11.8% | Reduced |
| Garner Asset Management Corp | 19,677 | $2.90M | 1.38% | +35+0.2% | Added |
| CWA Asset Management Group, LLC | 19,678 | $2.90M | 0.22% | −28,724−59.3% | Reduced |
| Belpointe Asset Management LLC | 19,722 | $2.91M | 0.16% | −4,304−17.9% | Reduced |
| Bensler, LLC | 19,741 | $2.91M | 0.59% | +186+1.0% | Added |
| Vectors Research Management, LLC | 19,774 | $2.92M | 0.75% | −197−1.0% | Reduced |
| Credit Agricole S A | 19,778 | $2.92M | 0.12% | +1,545+8.5% | Added |
| Argonautica Private Wealth Management, Inc | 19,783 | $2.92M | 1.47% | −2,156−9.8% | Reduced |
| GYL Financial Synergies, LLC | 19,799 | $2.92M | 0.35% | +13,819+231.1% | Added |
| M Holdings Securities, Inc. | 19,953 | $2.94M | 0.30% | −3,034−13.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 19,950 | $2.94M | 0.79% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 19,957 | $2.94M | 1.72% | +1,478+8.0% | Added |
| Capital Investment Advisory Services, LLC | 20,042 | $2.96M | 0.35% | −260−1.3% | Reduced |
| Girard Partners Ltd. | 20,062 | $2.96M | 0.33% | −2,676−11.8% | Reduced |
| Atlantic Union Bankshares Corp | 20,110 | $2.97M | 0.31% | −1,646−7.6% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.97M | 2.78% | 00.0% | Unchanged |
| Aries Wealth Management | 20,144 | $2.97M | 1.22% | −133−0.7% | Reduced |
| CAPROCK Group, Inc. | 20,105 | $2.98M | 0.23% | +6,981+53.2% | Added |
| Silphium Asset Management Ltd | 20,200 | $2.98M | 2.52% | +9,500+88.8% | Added |
| Benedict Financial Advisors Inc | 20,211 | $2.98M | 0.84% | −362−1.8% | Reduced |
| Rossmore Private Capital | 20,316 | $3.00M | 0.47% | +201+1.0% | Added |
| NFJ Investment Group, LLC | 20,336 | $3.00M | 0.08% | −163,638−88.9% | Reduced |
| Vickerman Investment Advisors, Inc. | 20,389 | $3.01M | 1.19% | −37−0.2% | Reduced |
| High Note Wealth, LLC | 20,389 | $3.01M | 1.24% | −63−0.3% | Reduced |
| Pacifica Partners Inc. | 20,029 | $3.01M | 1.81% | +4,241+26.9% | Added |
| Meridian Investment Counsel Inc. | 20,412 | $3.01M | 1.14% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 20,421 | $3.01M | 0.42% | −2,334−10.3% | Reduced |
| Richelieu Gestion PLC | 20,519 | $3.03M | 2.73% | +3,278+19.0% | Added |
| Benjamin Edwards Inc | 20,559 | $3.03M | 0.74% | −736−3.5% | Reduced |
| Peninsula Asset Management Inc | 20,615 | $3.04M | 1.90% | −455−2.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 20,637 | $3.04M | 0.27% | −700−3.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,641 | $3.04M | 0.27% | +1,852+9.9% | Added |
| Stokes Family Office, LLC | 20,644 | $3.04M | 0.38% | −700−3.3% | Reduced |
| Madden Securities Corp | 20,651 | $3.04M | 1.61% | −190−0.9% | Reduced |
| CFO4Life Group, LLC | 20,655 | $3.05M | 0.69% | −186−0.9% | Reduced |
| Axxcess Wealth Management, LLC | 20,661 | $3.05M | 0.24% | +1,644+8.6% | Added |
| Global Retirement Partners, LLC | 20,432 | $3.08M | 0.16% | +5,759+39.2% | Added |
| Cutler Group LP | 20,923 | $3.08M | 0.49% | +11,822+129.9% | Added |
| Fred Alger Management, LLC | 20,993 | $3.10M | 0.02% | +666+3.3% | Added |
| BDO Wealth Advisors, LLC | 21,090 | $3.11M | 0.38% | −351−1.6% | Reduced |
| Bayesian Capital Management, LP | 21,101 | $3.11M | 0.38% | +13,201+167.1% | Added |
| Colonial Trust Co | 21,245 | $3.13M | 0.80% | +1,241+6.2% | Added |
| Miracle Mile Advisors, LLC | 21,270 | $3.14M | 0.10% | −4,343−17.0% | Reduced |
| AMG National Trust Bank | 21,294 | $3.14M | 0.11% | +333+1.6% | Added |
| Pensionmark Financial Group, LLC | 21,272 | $3.15M | 0.66% | −1,443−6.4% | Reduced |
| Laffer Tengler Investments | 21,421 | $3.16M | 0.86% | −15,171−41.5% | Reduced |
| 1st Source Bank | 21,514 | $3.17M | 0.21% | −524−2.4% | Reduced |
| FourThought Financial Partners, LLC | 21,624 | $3.19M | 0.44% | −1,528−6.6% | Reduced |
| Bridge Creek Capital Management LLC | 21,668 | $3.19M | 1.20% | +90+0.4% | Added |
| Avidian Wealth Solutions, LLC | 21,672 | $3.20M | 0.18% | −38−0.2% | Reduced |
| Financial Advisory Service, Inc. | 21,674 | $3.20M | 0.35% | +221+1.0% | Added |
| Citizens National Bank Trust Department | 21,745 | $3.21M | 0.89% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 21,780 | $3.21M | 0.39% | −374−1.7% | Reduced |
| Western Wealth Management, LLC | 21,781 | $3.21M | 0.30% | +119+0.5% | Added |
| First Hawaiian Bank | 21,793 | $3.21M | 0.11% | +4,221+24.0% | Added |
| Gifford Fong Associates | 21,850 | $3.22M | 0.85% | −14,550−40.0% | Reduced |
| Confluence Wealth Services, Inc. | 21,901 | $3.23M | 0.75% | +840+4.0% | Added |
| Meritage Portfolio Management | 21,969 | $3.24M | 0.24% | +258+1.2% | Added |
| Smith, Moore & Co. | 21,969 | $3.24M | 0.44% | −216−1.0% | Reduced |
| Dividend Assets Capital, LLC | 22,855 | $3.24M | 0.69% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 21,987 | $3.24M | 0.34% | +107+0.5% | Added |
| Dynamic Advisor Solutions LLC | 22,026 | $3.25M | 0.19% | +4,702+27.1% | Added |
| Nvest Financial, LLC | 22,058 | $3.25M | 3.39% | +728+3.4% | Added |
| Lincluden Management Ltd | 22,115 | $3.26M | 0.38% | −822−3.6% | Reduced |
| Hengehold Capital Management LLC | 22,138 | $3.26M | 0.45% | +469+2.2% | Added |
| Monument Capital Management | 22,257 | $3.28M | 1.10% | −226−1.0% | Reduced |
| Capital Asset Advisory Services LLC | 22,317 | $3.29M | 0.25% | +685+3.2% | Added |
| Appleton Partners Inc | 22,320 | $3.29M | 0.29% | +37+0.2% | Added |
| Ingalls & Snyder LLC | 22,326 | $3.29M | 0.17% | +246+1.1% | Added |
| Regal Investment Advisors LLC | 22,510 | $3.32M | 0.29% | −8,253−26.8% | Reduced |
| Phoenix Holdings Ltd. | 22,449 | $3.32M | 0.07% | +2,713+13.7% | Added |
| Capstone Triton Financial Group, LLC | 22,582 | $3.33M | 2.51% | +484+2.2% | Added |
| Merit Financial Group, LLC | 22,605 | $3.33M | 0.12% | +2,424+12.0% | Added |