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 |
|---|---|---|---|---|---|
| Horizon Wealth Management, LLC | 1,657 | $244.4K | 0.18% | +4+0.2% | Added |
| Intrepid Financial Planning Group LLC | 1,667 | $245.8K | 0.12% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,675 | $247.0K | 0.16% | −41−2.4% | Reduced |
| Cassia Capital Partners, LLC | 1,677 | $247.3K | 0.20% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 1,678 | $247.4K | 0.24% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,682 | $248.0K | 0.04% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,685 | $248.5K | 0.05% | +204+13.8% | Added |
| Collective Family Office LLC | 1,686 | $248.6K | 0.10% | +1,686 | New |
| Granite Harbor Advisors, Inc. | 1,694 | $249.8K | 0.23% | +1,694 | New |
| NCM Capital Management, LLC | 1,696 | $250.0K | 0.19% | −518−23.4% | Reduced |
| Alta Wealth Advisors LLC | 1,699 | $250.5K | 0.16% | +1+0.1% | Added |
| BlackDiamond Wealth Management Inc. | 1,653 | $250.5K | 0.26% | +180+12.2% | Added |
| Cornerstone Retirement Group, Inc. | 1,700 | $250.7K | 0.07% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,703 | $251.1K | 0.06% | +858+101.5% | Added |
| Boyd Watterson Asset Management LLC | 1,707 | $251.7K | 0.10% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,672 | $252.0K | 0.14% | −32−1.9% | Reduced |
| GM Advisory Group, Inc. | 1,711 | $252.3K | 0.02% | +65+3.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,712 | $252.4K | 0.05% | −1,364−44.3% | Reduced |
| Southland Equity Partners LLC | 1,714 | $252.8K | 0.10% | +30+1.8% | Added |
| Montis Financial, LLC | 1,716 | $253.0K | 0.20% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,716 | $253.0K | 0.16% | +136+8.6% | Added |
| Parkside Advisors LLC | 1,718 | $253.3K | 0.08% | +18+1.1% | Added |
| TrueWealth Advisors, LLC | 1,719 | $253.5K | 0.11% | −875−33.7% | Reduced |
| Clear Creek Financial Management, LLC | 1,719 | $253.9K | 0.05% | −177−9.3% | Reduced |
| Burns J W & Co Inc | 1,722 | $254.0K | 0.04% | +25+1.5% | Added |
| Legacy Advisors, LLC | 1,725 | $254.4K | 0.05% | +230+15.4% | Added |
| Avaii Wealth Management, LLC | 1,728 | $254.8K | 0.22% | +227+15.1% | Added |
| Windsor Group LTD | 1,694 | $255.0K | 0.05% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,734 | $255.7K | 0.13% | −3−0.2% | Reduced |
| SFG Wealth Management, LLC. | 1,736 | $256.0K | 0.28% | +1+0.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,740 | $256.6K | 0.05% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,741 | $256.7K | 0.03% | +92+5.6% | Added |
| Financial Strategies Group, Inc. | 1,747 | $257.6K | 0.10% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 1,747 | $257.6K | 0.06% | +48+2.8% | Added |
| Carmel Capital Partners, LLC | 1,753 | $258.5K | 0.15% | +1,753 | New |
| New Millennium Group LLC | 1,754 | $258.7K | 0.26% | −181−9.4% | Reduced |
| Ellevest, Inc. | 1,758 | $259.2K | 0.02% | +166+10.4% | Added |
| Lockerman Financial Group, Inc. | 1,759 | $259.4K | 0.71% | +266+17.8% | Added |
| Mezzasalma Advisors, LLC | 1,760 | $259.5K | 0.18% | −50−2.8% | Reduced |
| State of Wyoming | 1,761 | $259.7K | 0.08% | −932−34.6% | Reduced |
| Eagle Strategies LLC | 1,762 | $259.9K | 0.06% | +129+7.9% | Added |
| Meridian Wealth Partners, LLC | 1,766 | $260.4K | 0.06% | +106+6.4% | Added |
| Schoolcraft Capital LLC | 1,777 | $262.0K | 0.08% | +314+21.5% | Added |
| Element Wealth, LLC | 1,781 | $262.7K | 0.20% | −126−6.6% | Reduced |
| Compass Ion Advisors, LLC | 1,786 | $263.4K | 0.07% | +14+0.8% | Added |
| Compagnie Lombard Odier SCmA | 1,787 | $263.5K | 0.01% | +157+9.6% | Added |
| HHM Wealth Advisors, LLC | 1,787 | $263.6K | 0.05% | +339+23.4% | Added |
| Partners in Financial Planning | 1,791 | $264.1K | 0.07% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 1,796 | $264.8K | 0.18% | +2+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,796 | $264.8K | 0.15% | −13−0.7% | Reduced |
| Goodwin Daniel L | 1,800 | $265.4K | 0.13% | −40−2.2% | Reduced |
| Evolution Wealth Advisors, LLC | 1,800 | $265.4K | 0.06% | +205+12.9% | Added |
| Thrive Wealth Management, LLC | 1,802 | $265.6K | 0.07% | +315+21.2% | Added |
| Beck Bode, LLC | 1,802 | $265.7K | 0.07% | −1,285−41.6% | Reduced |
| Ballew Advisors, Inc | 1,711 | $265.7K | 0.19% | +1,711 | New |
| Hemington Wealth Management | 1,807 | $266.0K | 0.11% | −43−2.3% | Reduced |
| MB, Levis & Associates, LLC | 1,805 | $266.1K | 0.19% | +7+0.4% | Added |
| Paulson Wealth Management Inc. | 1,806 | $266.3K | 0.12% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 1,815 | $267.6K | 0.04% | −72−3.8% | Reduced |
| Birchcreek Wealth Management, LLC | 1,816 | $267.7K | 0.21% | +170+10.3% | Added |
| Transform Wealth, LLC | 1,809 | $267.7K | 0.03% | +1,809 | New |
| HBW Advisory Services LLC | 1,819 | $268.0K | 0.07% | +210+13.1% | Added |
| Flaharty Asset Management, LLC | 1,818 | $268.0K | 0.05% | −94−4.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,819 | $268.2K | 0.01% | −14,100−88.6% | Reduced |
| Ssi Investment Management LLC | 1,822 | $268.7K | 0.02% | −527−22.4% | Reduced |
| Baron Wealth Management LLC | 1,832 | $270.1K | 0.19% | +56+3.2% | Added |
| LGL Partners, LLC | 1,833 | $270.2K | 0.05% | +1+0.1% | Added |
| Carl P. Sherr & Co., LLC | 1,835 | $270.6K | 0.19% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,836 | $270.7K | 0.16% | +191+11.6% | Added |
| ForthRight Wealth Management, LLC | 1,837 | $270.9K | 0.12% | +250+15.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 1,840 | $271.0K | 0.25% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 1,839 | $271.2K | 0.05% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 1,839 | $271.2K | 0.64% | +378+25.9% | Added |
| Apexium Financial, LP | 1,847 | $272.3K | 0.03% | +51+2.8% | Added |
| Bond & Devick Financial Network, Inc. | 1,847 | $272.3K | 0.17% | +200+12.1% | Added |
| Carr Financial Group Corp | 1,851 | $272.9K | 0.12% | −300−13.9% | Reduced |
| Private Capital Management, LLC | 1,858 | $273.9K | 0.03% | −139−7.0% | Reduced |
| Difesa Capital Management, LP | 1,858 | $273.9K | 0.26% | −150−7.5% | Reduced |
| Carolinas Wealth Consulting LLC | 17,055 | $274.2K | 0.06% | +29+0.2% | Added |
| Fortress Wealth Group, LLC | 1,860 | $274.3K | 0.20% | −24−1.3% | Reduced |
| Deuterium Capital Management, LLC | 1,860 | $274.3K | 0.46% | +1,860 | New |
| Planning Center, Inc. | 1,835 | $274.3K | 0.08% | +99+5.7% | Added |
| Cypress Asset Management Inc | 1,865 | $275.0K | 0.10% | +22+1.2% | Added |
| Sentinel Trust Co Lba | 1,864 | $275.0K | 0.04% | +1,864 | New |
| Traphagen Investment Advisors LLC | 1,870 | $275.7K | 0.04% | −13−0.7% | Reduced |
| Lodestone Wealth Management LLC | 1,873 | $276.2K | 0.21% | +1+0.1% | Added |
| Reliant Investment Management, LLC | 1,877 | $276.7K | 0.17% | −188−9.1% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,867 | $277.0K | 0.21% | +30+1.6% | Added |
| USAdvisors Wealth Management, LLC | 1,878 | $277.0K | 0.13% | +1,878 | New |
| Family Asset Management, LLC | 1,879 | $277.1K | 0.20% | −115−5.8% | Reduced |
| Commons Capital, LLC | 1,880 | $277.2K | 0.44% | −122−6.1% | Reduced |
| EPG Wealth Management LLC | 1,881 | $277.3K | 0.09% | +13+0.7% | Added |
| Private Asset Management Inc | 1,885 | $277.9K | 0.05% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,891 | $278.9K | 0.04% | −1−0.1% | Reduced |
| Renaissance Investment Group LLC | 1,892 | $279.0K | 0.08% | −55−2.8% | Reduced |
| Summitry LLC | 1,894 | $279.3K | 0.02% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,895 | $279.4K | 0.18% | −500−20.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,898 | $279.9K | 0.09% | −622−24.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,901 | $280.0K | 0.12% | +1,901 | New |
| Sutton Wealth Advisors Inc. | 1,901 | $280.3K | 0.15% | −884−31.7% | Reduced |