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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 1,907 | $281.1K | 0.07% | +602+46.1% | Added |
| Tillman Hartley LLC | 1,907 | $281.2K | 0.12% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,912 | $282.0K | 0.06% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,911 | $282.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 1,914 | $282.2K | 0.03% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,914 | $282.2K | 0.03% | +1,914 | New |
| Quantum Financial Advisors, LLC | 1,914 | $282.2K | 0.09% | 00.0% | Unchanged |
| Norway Savings Bank | 1,916 | $282.5K | 0.14% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 1,921 | $283.3K | 0.06% | +361+23.1% | Added |
| Pinnacle Family Advisors, LLC | 1,922 | $283.3K | 0.17% | −415−17.8% | Reduced |
| Lauterbach Financial Advisors, LLC | 1,925 | $283.8K | 0.23% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 1,921 | $284.0K | 0.17% | 00.0% | Unchanged |
| Centric Wealth Management | 1,928 | $284.3K | 0.12% | +52+2.8% | Added |
| Ellsworth Advisors, LLC | 1,932 | $284.8K | 0.10% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 1,935 | $285.3K | 0.03% | +22+1.2% | Added |
| Outlook Wealth Advisors, LLC | 1,943 | $286.5K | 0.13% | −46−2.3% | Reduced |
| Claris Advisors, LLC | 1,946 | $286.9K | 0.21% | −175−8.3% | Reduced |
| LJI Wealth Management, LLC | 1,946 | $286.9K | 0.09% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 1,947 | $287.0K | 0.04% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,951 | $287.7K | 0.29% | +137+7.6% | Added |
| Sovereign Financial Group, Inc. | 1,951 | $287.7K | 0.11% | +19+1.0% | Added |
| Echo45 Advisors LLC | 1,953 | $288.0K | 0.24% | −241−11.0% | Reduced |
| Amplius Wealth Advisors, LLC | 1,957 | $288.6K | 0.04% | +84+4.5% | Added |
| Kolinsky Wealth Management, LLC | 1,958 | $289.0K | 0.31% | +294+17.7% | Added |
| Avant Capital LLC | 1,962 | $289.3K | 0.33% | +1+0.1% | Added |
| Objective Capital Management, LLC | 1,962 | $289.3K | 0.26% | +97+5.2% | Added |
| Stordahl Capital Management, Inc. | 1,962 | $289.3K | 0.09% | +261+15.3% | Added |
| Stanley-Laman Group, Ltd. | 1,968 | $290.2K | 0.05% | +1,968 | New |
| Versant Capital Management, Inc | 1,974 | $290.6K | 0.10% | −39−1.9% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,973 | $290.9K | 0.10% | +28+1.4% | Added |
| Financial Sense Advisors, Inc. | 1,979 | $291.7K | 0.13% | +74+3.9% | Added |
| Klingman & Associates, LLC | 1,982 | $292.2K | 0.03% | −15−0.8% | Reduced |
| Renasant Bank | 1,986 | $292.8K | 0.23% | +8+0.4% | Added |
| Gemmer Asset Management LLC | 1,991 | $293.6K | 0.04% | −223−10.1% | Reduced |
| MBA Advisors LLC | 1,991 | $293.6K | 0.18% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,993 | $293.9K | 0.38% | −17−0.8% | Reduced |
| M. Kraus & Co | 1,996 | $294.3K | 0.10% | 00.0% | Unchanged |
| Gibson Capital, LLC | 2,000 | $294.9K | 0.08% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 2,003 | $295.4K | 0.24% | +67+3.5% | Added |
| Creative Financial Designs Inc | 2,006 | $295.8K | 0.04% | −928−31.6% | Reduced |
| Syntal Capital Partners, LLC | 2,000 | $296.0K | 0.11% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,008 | $296.2K | 0.34% | +105+5.5% | Added |
| Redwood Financial Network Corp | 2,013 | $296.8K | 0.30% | +17+0.9% | Added |
| Magnolia Capital Management Ltd | 2,020 | $298.0K | 0.28% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,974 | $298.1K | 0.09% | +1,974 | New |
| Park Place Capital Corp | 2,025 | $298.6K | 0.08% | +786+63.4% | Added |
| Hobart Private Capital, LLC | 2,026 | $298.7K | 0.12% | −18−0.9% | Reduced |
| Evermay Wealth Management LLC | 2,019 | $298.8K | 0.06% | +20+1.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,030 | $299.4K | 0.02% | −277−12.0% | Reduced |
| Redwood Wealth Management Group, LLC | 2,035 | $300.1K | 0.34% | +141+7.4% | Added |
| Owen LaRue, LLC | 2,089 | $300.3K | 0.32% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 2,038 | $300.5K | 0.03% | −50−2.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,052 | $302.0K | 0.25% | +54+2.7% | Added |
| Schwartz Investment Counsel Inc | 2,050 | $302.3K | 0.01% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,043 | $302.4K | 0.04% | +366+21.8% | Added |
| Fulton Breakefield Broenniman LLC | 2,058 | $303.5K | 0.03% | −137−6.2% | Reduced |
| Hummer Financial Advisory Services Inc | 2,055 | $304.2K | 0.32% | +10+0.5% | Added |
| Warwick Investment Management, Inc. | 2,068 | $304.9K | 0.13% | −2−0.1% | Reduced |
| Northeast Financial Consultants Inc | 2,068 | $304.9K | 0.02% | −7,524−78.4% | Reduced |
| SYSTM Wealth Solutions LLC | 2,074 | $305.8K | 0.05% | +273+15.2% | Added |
| Single Point Partners, LLC | 2,073 | $306.0K | 0.07% | +2,073 | New |
| Wealth Architects, LLC | 2,076 | $306.1K | 0.05% | +66+3.3% | Added |
| Second Half Financial Partners, LLC | 2,076 | $306.1K | 0.18% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 2,084 | $307.3K | 0.06% | −118−5.4% | Reduced |
| Barings LLC | 2,084 | $307.3K | 0.01% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,085 | $307.4K | 0.05% | −6−0.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,093 | $308.6K | 0.16% | −8−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,096 | $309.0K | 0.06% | +179+9.3% | Added |
| Chilton Investment Co LLC | 2,102 | $309.9K | 0.01% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,102 | $310.0K | 0.06% | +389+22.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 2,098 | $310.5K | 0.20% | +2,098 | New |
| Colony Family Offices, LLC | 2,100 | $310.8K | 0.12% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,109 | $311.0K | 0.14% | +109+5.5% | Added |
| Guyasuta Investment Advisors Inc | 2,120 | $312.6K | 0.02% | −175−7.6% | Reduced |
| Engrave Wealth Partners LLC | 2,063 | $312.7K | 0.11% | −31−1.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,121 | $312.7K | 0.09% | +2,121 | New |
| Alera Investment Advisors, LLC | 2,129 | $313.9K | 0.07% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,130 | $314.1K | 0.09% | +4+0.2% | Added |
| Rollins Financial | 2,131 | $314.3K | 0.10% | +619+40.9% | Added |
| WP Advisors, LLC | 2,133 | $314.5K | 0.13% | −137−6.0% | Reduced |
| Zions Bancorporation, N.A. | 2,135 | $314.8K | 0.03% | −223−9.5% | Reduced |
| Camarda Financial Advisors, LLC | 2,137 | $315.1K | 0.24% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,137 | $315.1K | 0.27% | +385+22.0% | Added |
| New Republic Capital, LLC | 2,141 | $315.7K | 0.24% | +618+40.6% | Added |
| Brown Miller Wealth Management, LLC | 2,145 | $316.3K | 0.19% | −7−0.3% | Reduced |
| Cannon Financial Strategists, Inc. | 2,146 | $316.4K | 0.11% | −157−6.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 2,149 | $317.0K | 0.00% | −762−26.2% | Reduced |
| Financial Management Professionals, Inc. | 2,152 | $317.0K | 0.06% | +899+71.7% | Added |
| Bernardo Wealth Planning LLC | 2,151 | $317.2K | 0.14% | −10−0.5% | Reduced |
| Buffington Mohr McNeal | 2,154 | $317.6K | 0.07% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 2,159 | $318.3K | 0.10% | +2,159 | New |
| Jacobsen Capital Management | 2,160 | $318.5K | 0.17% | +2,160 | New |
| SPC Financial, Inc. | 2,165 | $319.2K | 0.04% | +443+25.7% | Added |
| Lawson Kroeker Investment Management Inc | 2,167 | $319.5K | 0.07% | +2,167 | New |
| Concentric Wealth Management, LLC | 2,168 | $319.6K | 0.11% | +168+8.4% | Added |
| Van Cleef Asset Management,Inc | 2,170 | $320.0K | 0.05% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,171 | $320.2K | 0.03% | +2,171 | New |
| Pallas Capital Advisors LLC | 2,100 | $320.8K | 0.03% | +199+10.5% | Added |
| Beaumont Financial Advisors, LLC | 2,176 | $320.9K | 0.03% | +15+0.7% | Added |
| Northside Capital Management, LLC | 2,186 | $322.3K | 0.09% | 00.0% | Unchanged |