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 7 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 |
|---|---|---|---|---|---|
| Moss Adams Wealth Advisors LLC | 1,431 | $211.8K | 0.07% | +1,431 | New |
| SRS Capital Advisors, Inc. | 1,437 | $211.8K | 0.03% | +6+0.4% | Added |
| Capula Management Ltd | 1,437 | $211.9K | 0.02% | −233,366−99.4% | Reduced |
| Tandem Investment Advisors, Inc. | 1,448 | $213.0K | 0.01% | −675−31.8% | Reduced |
| McDaniel Terry & Co | 1,442 | $213.0K | 0.02% | +1,442 | New |
| TFB Advisors LLC | 1,446 | $213.2K | 0.16% | +1,446 | New |
| StrongBox Wealth, LLC | 1,447 | $213.4K | 0.14% | +1+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 1,447 | $213.4K | 0.12% | −2,793−65.9% | Reduced |
| KLR Investment Advisors, LLC | 1,444 | $213.7K | 0.19% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,454 | $214.0K | 0.02% | −10,525−87.9% | Reduced |
| Beach Investment Counsel Inc | 1,453 | $214.0K | 0.03% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,434 | $214.3K | 0.06% | +1+0.1% | Added |
| Western Pacific Wealth Management, LP | 1,455 | $214.5K | 0.16% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,456 | $214.7K | 0.09% | −11−0.7% | Reduced |
| Wagner Wealth Management, LLC | 1,457 | $214.8K | 0.10% | −134−8.4% | Reduced |
| Latitude Advisors, LLC | 1,458 | $214.9K | 0.16% | −171−10.5% | Reduced |
| Mokosak Advisory Group, LLC | 1,458 | $215.0K | 0.09% | +10+0.7% | Added |
| Marks Group Wealth Management, Inc | 1,463 | $215.7K | 0.03% | +1,463 | New |
| Emfo, LLC | 1,466 | $216.2K | 0.20% | 00.0% | Unchanged |
| Dentgroup LLC | 1,466 | $216.2K | 0.17% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 1,467 | $216.3K | 0.24% | +10+0.7% | Added |
| Beacon Investment Advisory Services, Inc. | 1,468 | $216.5K | 0.01% | −100−6.4% | Reduced |
| New England Professional Planning Group Inc. | 1,452 | $216.8K | 0.13% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,466 | $217.0K | 0.03% | −80−5.2% | Reduced |
| Portman Square Capital LLP | 1,473 | $217.2K | 0.05% | +1,473 | New |
| Wilkinson Global Asset Management LLC | 1,476 | $217.6K | 0.02% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 1,480 | $218.2K | 0.13% | +1,480 | New |
| Columbia Trust Co 01012016 | 1,483 | $218.7K | 0.13% | −3−0.2% | Reduced |
| Knightsbridge Asset Management, LLC | 1,482 | $219.0K | 0.04% | +5+0.3% | Added |
| Souders Financial Advisors | 1,485 | $219.0K | 0.05% | +7+0.5% | Added |
| Riverview Trust Co | 1,490 | $219.7K | 0.20% | −930−38.4% | Reduced |
| SMH Capital Advisors Inc | 1,456 | $220.0K | 1.31% | −305−17.3% | Reduced |
| Wealth Management Solutions, LLC | 1,494 | $220.3K | 0.13% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,496 | $220.6K | 0.05% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,498 | $220.9K | 0.03% | +1,498 | New |
| Westbourne Investment Advisors, Inc. | 1,497 | $221.0K | 0.11% | −50−3.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $221.0K | 0.02% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,500 | $221.2K | 0.21% | 00.0% | Unchanged |
| Huber Capital Management LLC | 1,500 | $221.2K | 0.05% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,500 | $221.2K | 0.06% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,505 | $221.9K | 0.11% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,505 | $221.9K | 0.07% | +24+1.6% | Added |
| Montz Harcus Wealth Management LLC | 1,506 | $222.0K | 0.21% | +2+0.1% | Added |
| First National Bank Sioux Falls | 1,506 | $222.1K | 0.15% | +1,506 | New |
| Sym Financial Corp | 1,531 | $225.7K | 0.05% | −13−0.8% | Reduced |
| PCG Wealth Advisors, LLC | 1,531 | $225.7K | 0.14% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 1,532 | $225.9K | 0.03% | +5+0.3% | Added |
| Wealth Advisory Solutions, LLC | 1,543 | $226.7K | 0.06% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 1,542 | $227.4K | 0.20% | −218−12.4% | Reduced |
| Broderick Brian C | 1,550 | $228.5K | 0.06% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 1,551 | $228.7K | 0.14% | +6+0.4% | Added |
| Modus Advisors, LLC | 1,551 | $228.7K | 0.11% | +9+0.6% | Added |
| Round Rock Advisors, LLC | 1,553 | $229.0K | 0.09% | 00.0% | Unchanged |
| Seascape Capital Management | 1,552 | $229.0K | 0.12% | +16+1.0% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,562 | $230.3K | 0.21% | −67−4.1% | Reduced |
| Firestone Capital Management | 1,562 | $230.3K | 0.08% | 00.0% | Unchanged |
| Atlas Wealth LLC | 1,563 | $230.5K | 0.05% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,565 | $230.7K | 0.27% | −98−5.9% | Reduced |
| Vista Wealth Management Group, LLC | 1,568 | $231.2K | 0.03% | −388−19.8% | Reduced |
| Navellier & Associates Inc | 1,572 | $231.8K | 0.05% | −100−6.0% | Reduced |
| Clean Yield Group | 1,575 | $232.2K | 0.10% | −175−10.0% | Reduced |
| Financial Perspectives, Inc | 1,577 | $232.5K | 0.11% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,578 | $233.0K | 0.05% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,584 | $233.6K | 0.13% | +42+2.7% | Added |
| Davidson Trust Co | 1,584 | $233.6K | 0.18% | +1,584 | New |
| Oberweis Asset Management Inc | 1,587 | $233.9K | 0.04% | +2+0.1% | Added |
| Motive Wealth Advisors | 1,588 | $234.2K | 0.26% | −168−9.6% | Reduced |
| Abacus Wealth Partners, LLC | 1,544 | $234.4K | 0.08% | −27−1.7% | Reduced |
| Silicon Hills Wealth Management, LLC | 1,592 | $234.7K | 0.14% | −5−0.3% | Reduced |
| First National Corp | 1,598 | $235.7K | 0.06% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 1,599 | $235.8K | 0.10% | −45−2.7% | Reduced |
| Innovis Asset Management LLC | 1,600 | $235.9K | 0.10% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 1,600 | $235.9K | 0.12% | +1,600 | New |
| Berkeley Capital Partners, LLC | 1,600 | $236.0K | 0.09% | +28+1.8% | Added |
| West Wealth Group, LLC | 1,605 | $236.7K | 0.11% | −64−3.8% | Reduced |
| Falcon Wealth Planning | 1,607 | $237.0K | 0.06% | +1,607 | New |
| Barry Investment Advisors, LLC | 1,607 | $237.0K | 0.08% | +29+1.8% | Added |
| Financial Advisors, LLC | 1,609 | $237.2K | 0.06% | 00.0% | Unchanged |
| WPWealth LLP | 1,610 | $237.4K | 0.11% | +39+2.5% | Added |
| Corrado Advisors, LLC | 1,610 | $237.4K | 0.16% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,616 | $238.3K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,621 | $239.0K | 0.07% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,615 | $239.1K | 0.19% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 1,621 | $239.1K | 0.09% | −89−5.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,625 | $239.6K | 0.25% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,626 | $239.8K | 0.16% | +168+11.5% | Added |
| Avenir Corp | 1,636 | $241.2K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,636 | $241.2K | 0.02% | +1,636 | New |
| Beacon Financial Advisory LLC | 1,640 | $241.9K | 0.15% | +2+0.1% | Added |
| RMR Wealth Builders | 1,644 | $242.4K | 0.05% | +1,644 | New |
| ETF Store, Inc. | 1,601 | $242.6K | 0.18% | +18+1.1% | Added |
| Tranquility Partners, LLC | 1,647 | $242.8K | 0.12% | −18−1.1% | Reduced |
| EdgeRock Capital LLC | 1,645 | $243.0K | 0.12% | +157+10.6% | Added |
| Summit Wealth & Retirement Planning, Inc. | 1,650 | $243.3K | 0.09% | +1,650 | New |
| FOCUS Wealth Advisors, LLC | 1,650 | $243.4K | 0.16% | +1,650 | New |
| Masso Torrence Wealth Management Inc. | 1,651 | $243.4K | 0.19% | +133+8.8% | Added |
| WealthBridge Capital Management, LLC | 1,653 | $243.7K | 0.10% | −5,286−76.2% | Reduced |
| Childress Capital Advisors, LLC | 1,654 | $243.9K | 0.11% | −2,283−58.0% | Reduced |
| Rock Creek Group, LP | 1,655 | $244.0K | 0.03% | −166−9.1% | Reduced |
| Arcus Capital Partners, LLC | 1,655 | $244.1K | 0.08% | +5+0.3% | Added |