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; 4,426 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
- 2,859
- +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
- 1,207 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Albion Financial Group | 525 | $77.4K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 530 | $80.0K | 0.02% | −74−12.3% | Reduced |
| Luken Investment Analytics, LLC | 546 | $80.5K | 0.05% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 547 | $80.7K | 0.02% | +1+0.2% | Added |
| Harvest Portfolios Group Inc. | 551 | $81.2K | 0.00% | +551 | New |
| Cedar Mountain Advisors, LLC | 554 | $81.7K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 559 | $82.4K | 0.03% | +76+15.7% | Added |
| Abound Wealth Management | 568 | $83.8K | 0.04% | +48+9.2% | Added |
| United Community Bank | 589 | $86.8K | 0.08% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 592 | $87.3K | 0.07% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 624 | $92.0K | 0.04% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 642 | $94.6K | 0.06% | +204+46.6% | Added |
| Tucker Asset Management LLC | 649 | $95.7K | 0.03% | +330+103.4% | Added |
| Islay Capital Management, LLC | 650 | $95.8K | 0.09% | −524−44.6% | Reduced |
| Canton Hathaway, LLC | 672 | $99.0K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 676 | $100.0K | 0.01% | −20−2.9% | Reduced |
| Earnest Partners LLC | 687 | $101.3K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 687 | $101.3K | 0.06% | +24+3.6% | Added |
| WFA Asset Management Corp | 698 | $102.9K | 0.06% | +3+0.4% | Added |
| Capital Advisors, Ltd. LLC | 722 | $106.0K | 0.02% | −429−37.3% | Reduced |
| Fairfield Financial Advisors, LTD | 729 | $106.2K | 0.05% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 725 | $106.9K | 0.16% | +75+11.5% | Added |
| Hillsdale Investment Management Inc. | 742 | $109.4K | 0.01% | +80+12.1% | Added |
| Ruedi Wealth Management, Inc. | 744 | $109.7K | 0.07% | +279+60.0% | Added |
| Baldwin Brothers Inc | 746 | $110.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 750 | $110.6K | 0.07% | +10+1.4% | Added |
| Garde Capital, Inc. | 774 | $114.0K | 0.01% | −114−12.8% | Reduced |
| PrairieView Partners, LLC | 776 | $114.0K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 784 | $115.6K | 0.06% | −13−1.6% | Reduced |
| Cranbrook Wealth Management, LLC | 791 | $116.6K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 806 | $119.0K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 824 | $121.5K | 0.05% | +16+2.0% | Added |
| Avion Wealth | 868 | $123.0K | 0.03% | +16+1.9% | Added |
| Bourgeon Capital Management LLC | 838 | $123.6K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 839 | $123.7K | 0.02% | +839 | New |
| Covestor Ltd | 846 | $125.0K | 0.11% | −35−4.0% | Reduced |
| Schubert & Co | 913 | $134.7K | 0.12% | −11−1.2% | Reduced |
| Thompson Investment Management, Inc. | 920 | $135.7K | 0.02% | +920 | New |
| Goldstream Capital Management Ltd | 932 | $137.4K | 0.15% | +932 | New |
| Pacific Center for Financial Services | 955 | $140.8K | 0.05% | +955 | New |
| Blume Capital Management, Inc. | 958 | $141.3K | 0.04% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 960 | $141.6K | 0.87% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 963 | $142.0K | 0.06% | −96−9.1% | Reduced |
| 25 LLC | 959 | $146.5K | 0.09% | +959 | New |
| Perritt Capital Management Inc | 1,000 | $147.4K | 0.08% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,038 | $153.1K | 0.05% | +123+13.4% | Added |
| RFP Financial Group LLC | 1,050 | $154.8K | 0.18% | −11,162−91.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,073 | $158.3K | 0.13% | −1−0.1% | Reduced |
| Hallmark Capital Management Inc | 1,083 | $159.7K | 0.01% | −28−2.5% | Reduced |
| Pointe Capital Management LLC | 1,111 | $163.8K | 0.12% | +1,111 | New |
| Lansing Street Advisors | 1,113 | $164.1K | 0.10% | −9−0.8% | Reduced |
| Piershale Financial Group, Inc. | 1,118 | $164.8K | 0.13% | +2+0.2% | Added |
| West Financial Advisors, LLC | 1,136 | $167.4K | 0.04% | +1,136 | New |
| Evolution Advisers, Inc. | 1,149 | $169.0K | 0.12% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,149 | $169.4K | 0.12% | +329+40.1% | Added |
| Twin Lakes Capital Management, LLC | 1,166 | $171.9K | 0.13% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,200 | $176.9K | 0.16% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,215 | $177.0K | 0.18% | +1,215 | New |
| Column Capital Advisors, LLC | 1,235 | $182.1K | 0.03% | +269+27.8% | Added |
| Caldwell Sutter Capital, Inc. | 1,256 | $185.2K | 0.14% | +756+151.2% | Added |
| TSFG, LLC | 1,296 | $191.0K | 0.07% | +1+0.1% | Added |
| Atlantic Trust, LLC | 1,298 | $191.4K | 0.06% | +1+0.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,352 | $199.3K | 0.09% | +1,041+334.7% | Added |
| Elk River Wealth Management, LLC | 1,351 | $200.1K | 0.05% | −150−10.0% | Reduced |
| Klingenstein Fields & Co LP | 1,361 | $200.7K | 0.01% | −300−18.1% | Reduced |
| Morningstar Investment Services LLC | 1,379 | $201.0K | 0.00% | +1,379 | New |
| Vance Wealth, Inc. | 1,360 | $201.3K | 0.11% | +1,360 | New |
| Heartwood Wealth Advisors LLC | 1,368 | $201.7K | 0.03% | +1,368 | New |
| Acima Private Wealth, LLC | 1,372 | $202.3K | 0.10% | 00.0% | Unchanged |
| Fort, L.P. | 1,376 | $202.9K | 0.52% | +1,376 | New |
| Trellis Advisors, LLC | 1,379 | $203.3K | 0.10% | +1,379 | New |
| Analyst IMS Investment Management Services Ltd. | 1,400 | $204.0K | 0.02% | +1,400 | New |
| Garrison Bradford & Associates Inc | 1,388 | $205.0K | 0.25% | +1,388 | New |
| East Coast Asset Management, LLC. | 1,392 | $205.3K | 0.09% | +1,392 | New |
| First Affirmative Financial Network | 1,396 | $205.8K | 0.24% | −400−22.3% | Reduced |
| Clarkston Capital Partners, LLC | 1,398 | $206.2K | 0.00% | −1,356−49.2% | Reduced |
| West Coast Financial LLC | 1,398 | $206.2K | 0.03% | +1,398 | New |
| F/M Investments LLC | 1,399 | $206.3K | 0.21% | +1,399 | New |
| Armbruster Capital Management, Inc. | 1,400 | $206.4K | 0.05% | −175−11.1% | Reduced |
| Phocas Financial Corp. | 1,400 | $206.4K | 0.03% | +350+33.3% | Added |
| WorthPointe, LLC | 1,402 | $206.7K | 0.14% | +1,402 | New |
| Key Financial Inc | 1,403 | $206.9K | 0.08% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,403 | $207.0K | 0.00% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 1,406 | $207.3K | 0.08% | −20−1.4% | Reduced |
| Dark Forest Capital Management LP | 1,409 | $207.8K | 0.05% | +1,220+645.5% | Added |
| Ewa, LLC | 1,358 | $207.9K | 0.15% | +1,358 | New |
| Capital Wealth Alliance, LLC | 1,411 | $208.1K | 0.17% | −51−3.5% | Reduced |
| Flynn Zito Capital Management, LLC | 1,413 | $208.3K | 0.15% | −322−18.6% | Reduced |
| Financial Freedom, LLC | 1,421 | $209.5K | 0.15% | +3+0.2% | Added |
| TriaGen Wealth Management LLC | 1,423 | $209.8K | 0.11% | +1,423 | New |
| Trillium Asset Management, LLC | 1,391 | $210.0K | 0.01% | +1,391 | New |
| Ategra Capital Management, LLC | 1,425 | $210.1K | 0.12% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,426 | $210.2K | 0.16% | +1,426 | New |
| Peak Asset Management, LLC | 1,426 | $210.3K | 0.05% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 1,426 | $210.3K | 0.07% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,431 | $211.0K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,427 | $211.2K | 0.02% | −1,915−57.3% | Reduced |
| Buckley Wealth Management, LLC | 1,433 | $211.3K | 0.08% | −100−6.5% | Reduced |
| Terril Brothers, Inc. | 1,434 | $211.4K | 0.10% | +1,434 | New |
| SS&H Financial Advisors, Inc. | 1,436 | $211.7K | 0.10% | +1,436 | New |