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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 22,652 | $3.34M | 0.39% | −10,824−32.3% | Reduced |
| International Assets Investment Management, LLC | 22,679 | $3.34M | 0.48% | −8,489−27.2% | Reduced |
| Stratos Wealth Advisors, LLC | 22,697 | $3.35M | 0.26% | −1,650−6.8% | Reduced |
| Capital Advisors Inc | 22,800 | $3.36M | 0.09% | +443+2.0% | Added |
| Means Investment Co., Inc. | 22,840 | $3.37M | 0.59% | +142+0.6% | Added |
| Hudson Capital Management LLC | 22,889 | $3.37M | 1.34% | +998+4.6% | Added |
| Hyman Charles D | 23,017 | $3.39M | 0.23% | +210+0.9% | Added |
| Ameliora Wealth Management Ltd. | 23,144 | $3.41M | 1.99% | −12,957−35.9% | Reduced |
| Andesa Financial Management Inc. | 47,022 | $3.42M | 1.77% | +23,374+98.8% | Added |
| Claret Asset Management Corp | 23,191 | $3.42M | 0.68% | +146+0.6% | Added |
| Wealthspire Advisors, LLC | 23,265 | $3.43M | 0.06% | −2,168−8.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 23,355 | $3.44M | 0.53% | −783−3.2% | Reduced |
| Cullen Capital Management LLC | 23,376 | $3.45M | 0.03% | −89−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 23,395 | $3.45M | 0.15% | +653+2.9% | Added |
| Family Legacy, Inc. | 23,510 | $3.47M | 1.48% | +207+0.9% | Added |
| Mitchell Capital Management Co | 23,516 | $3.47M | 0.86% | +372+1.6% | Added |
| Moneta Group Investment Advisors LLC | 23,543 | $3.47M | 0.08% | +877+3.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 23,563 | $3.47M | 1.05% | +726+3.2% | Added |
| All Terrain Financial Advisors, LLC | 23,573 | $3.48M | 1.68% | −1,903−7.5% | Reduced |
| Leelyn Smith, LLC | 23,753 | $3.50M | 0.90% | +1,575+7.1% | Added |
| Hutner Capital Management Inc | 23,821 | $3.51M | 2.14% | +40.0% | Added |
| Legato Capital Management LLC | 23,844 | $3.52M | 0.64% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 23,960 | $3.53M | 0.74% | +6,040+33.7% | Added |
| SlateStone Wealth, LLC | 23,985 | $3.54M | 0.73% | +296+1.2% | Added |
| Northwest Investment Counselors, LLC | 24,005 | $3.54M | 0.99% | −25−0.1% | Reduced |
| Nomura Holdings Inc | 24,086 | $3.55M | 0.03% | −9,283−27.8% | Reduced |
| BFSG, LLC | 24,141 | $3.56M | 0.66% | −224−0.9% | Reduced |
| Sentry LLC | 24,381 | $3.59M | 0.84% | +24,381 | New |
| Keene & Associates, Inc. | 24,381 | $3.59M | 2.79% | −479−1.9% | Reduced |
| Woodmont Investment Counsel LLC | 24,445 | $3.60M | 0.39% | +406+1.7% | Added |
| Moloney Securities Asset Management, LLC | 24,505 | $3.61M | 0.67% | +39+0.2% | Added |
| Gamco Investors, Inc. Et Al | 24,656 | $3.64M | 0.04% | +385+1.6% | Added |
| GFG Capital, LLC | 12,945 | $3.64M | 0.82% | −58−0.4% | Reduced |
| CX Institutional | 24,589 | $3.65M | 0.19% | +2,157+9.6% | Added |
| NWF Advisory Services Inc. | 23,277 | $3.66M | 0.85% | +23,277 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,913 | $3.67M | 2.45% | +1,088+4.6% | Added |
| Quintet Private Bank (Europe) S.A. | 24,911 | $3.67M | 0.22% | +24,911 | New |
| Blue Fin Capital, Inc. | 24,477 | $3.68M | 1.19% | −626−2.5% | Reduced |
| Paradigm Financial Partners, LLC | 24,991 | $3.68M | 1.00% | +955+4.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 25,136 | $3.69M | 0.08% | −1,939−7.2% | Reduced |
| SevenBridge Financial Group, LLC | 25,052 | $3.69M | 1.02% | +426+1.7% | Added |
| Independent Financial Group, LLC | 25,209 | $3.72M | 0.30% | +240+1.0% | Added |
| TCG Advisory Services, LLC | 25,225 | $3.72M | 0.78% | +25,225 | New |
| AIA Group Ltd | 25,239 | $3.72M | 0.20% | +17,195+213.8% | Added |
| Birinyi Associates Inc | 25,250 | $3.72M | 1.54% | −500−1.9% | Reduced |
| Lincoln National Corp | 25,272 | $3.73M | 0.08% | −969−3.7% | Reduced |
| Diversified Investment Strategies, LLC | 25,285 | $3.73M | 2.65% | −225−0.9% | Reduced |
| Empowered Funds, LLC | 25,635 | $3.78M | 0.22% | −640−2.4% | Reduced |
| Herold Advisors, Inc. | 25,646 | $3.78M | 1.31% | +903+3.6% | Added |
| Wade G W & Inc | 25,700 | $3.79M | 0.15% | +567+2.3% | Added |
| Greenwood Capital Associates LLC | 25,711 | $3.79M | 0.54% | +24,232+1,638.4% | Added |
| Somerset Trust Co | 25,723 | $3.79M | 1.64% | −1,377−5.1% | Reduced |
| LaFleur & Godfrey LLC | 25,758 | $3.80M | 0.62% | +288+1.1% | Added |
| Bradley Mark J. | 25,851 | $3.81M | 2.76% | +3,275+14.5% | Added |
| Radnor Capital Management, LLC | 25,850 | $3.81M | 1.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 25,900 | $3.82M | 0.19% | −425−1.6% | Reduced |
| Waldron Private Wealth LLC | 25,959 | $3.83M | 0.19% | +452+1.8% | Added |
| Arrow Financial Corp | 26,000 | $3.83M | 0.50% | +694+2.7% | Added |
| Financial Advisory Partners, LLC | 26,029 | $3.84M | 1.52% | +123+0.5% | Added |
| Spire Wealth Management | 26,115 | $3.85M | 0.15% | −25,696−49.6% | Reduced |
| HBK Sorce Advisory LLC | 26,228 | $3.87M | 0.18% | −26,062−49.8% | Reduced |
| Silvercrest Asset Management Group LLC | 26,290 | $3.88M | 0.03% | −80−0.3% | Reduced |
| Northcape Wealth Management, LLC | 26,294 | $3.88M | 1.40% | +8,691+49.4% | Added |
| Slow Capital, Inc. | 26,311 | $3.88M | 0.73% | +5,359+25.6% | Added |
| Evercore Wealth Management, LLC | 26,439 | $3.90M | 0.08% | −364−1.4% | Reduced |
| Freestone Capital Holdings, LLC | 26,543 | $3.91M | 0.17% | +1,321+5.2% | Added |
| Quest Investment Management LLC | 26,580 | $3.92M | 0.54% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 26,614 | $3.92M | 0.24% | −415−1.5% | Reduced |
| Gladstone Institutional Advisory LLC | 26,674 | $3.93M | 0.25% | +7,373+38.2% | Added |
| Berkshire Bank | 26,761 | $3.95M | 1.17% | −354−1.3% | Reduced |
| Silvant Capital Management LLC | 26,686 | $3.95M | 0.26% | 00.0% | Unchanged |
| Ar Asset Management Inc | 26,800 | $3.95M | 1.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 26,890 | $3.96M | 0.29% | −293−1.1% | Reduced |
| Keel Point, LLC | 26,953 | $3.97M | 0.57% | −311−1.1% | Reduced |
| BerganKDV Wealth Management, LLC | 26,988 | $3.98M | 0.41% | +1,826+7.3% | Added |
| Glen Eagle Advisors, LLC | 27,067 | $3.99M | 1.00% | −772−2.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 28,160 | $3.99M | 1.00% | 00.0% | Unchanged |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $4.00M | 2.78% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 27,117 | $4.00M | 1.65% | +124+0.5% | Added |
| NovaPoint Capital, LLC | 27,160 | $4.00M | 1.64% | +855+3.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 27,225 | $4.01M | 0.02% | −28,465−51.1% | Reduced |
| Adell Harriman & Carpenter Inc | 27,317 | $4.03M | 0.43% | +667+2.5% | Added |
| Cumberland Partners Ltd | 27,372 | $4.04M | 0.40% | +7,358+36.8% | Added |
| Bridges Investment Management Inc | 27,373 | $4.04M | 0.14% | −250−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 27,379 | $4.04M | 0.16% | +161+0.6% | Added |
| Kingsview Wealth Management, LLC | 27,391 | $4.04M | 0.17% | −23,969−46.7% | Reduced |
| Commonwealth Retirement Investments LLC | 27,418 | $4.04M | 2.40% | +322+1.2% | Added |
| Concentric Capital Strategies, LP | 27,503 | $4.06M | 1.36% | +7,688+38.8% | Added |
| Bank of Hawaii | 27,510 | $4.06M | 0.24% | +517+1.9% | Added |
| Money Concepts Capital Corp | 27,314 | $4.06M | 0.23% | −25,900−48.7% | Reduced |
| Jump Financial, LLC | 27,556 | $4.06M | 0.17% | +27,556 | New |
| Hall Capital Management Co Inc | 27,584 | $4.07M | 2.41% | +66+0.2% | Added |
| Rothschild Investment Corp | 27,635 | $4.08M | 0.36% | −1,094−3.8% | Reduced |
| Kavar Capital Partners Group, LLC | 27,658 | $4.08M | 0.88% | −409−1.5% | Reduced |
| CMT Capital Markets Trading GmbH | 27,676 | $4.08M | 4.95% | +7,535+37.4% | Added |
| Capital City Trust Co | 27,692 | $4.08M | 1.30% | +262+1.0% | Added |
| J.W. Cole Advisors, Inc. | 27,707 | $4.09M | 0.29% | +2,911+11.7% | Added |
| Institutional & Family Asset Management, LLC | 27,747 | $4.09M | 0.68% | +345+1.3% | Added |
| Windward Capital Management Co | 27,954 | $4.12M | 0.38% | +21+0.1% | Added |
| Consolidated Planning Corp | 28,119 | $4.15M | 1.07% | +24,003+583.2% | Added |