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 |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 2,186 | $322.4K | 0.04% | +220+11.2% | Added |
| Virtus Investment Advisers, Inc. | 2,191 | $323.1K | 0.23% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 2,192 | $323.3K | 0.03% | +458+26.4% | Added |
| Diametric Capital, LP | 2,197 | $323.9K | 0.16% | +2,197 | New |
| Trail Ridge Investment Advisors, LLC | 2,200 | $324.4K | 0.21% | −56−2.5% | Reduced |
| Koss-Olinger Consulting, LLC | 2,203 | $325.0K | 0.04% | +742+50.8% | Added |
| LWMG, LLC | 2,205 | $325.1K | 0.10% | −236−9.7% | Reduced |
| Briggs Advisory Group, Inc. | 2,208 | $325.6K | 0.19% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,185 | $326.0K | 0.25% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 2,215 | $326.6K | 0.10% | −49−2.2% | Reduced |
| Horst & Graben Wealth Management LLC | 2,220 | $327.0K | 0.08% | +4+0.2% | Added |
| Concentrum Wealth Management | 2,220 | $327.4K | 0.24% | +2,220 | New |
| Cottonwood Capital Advisors, LLC | 2,228 | $328.5K | 0.30% | −22−1.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 2,230 | $328.8K | 0.09% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 2,231 | $329.0K | 0.10% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,229 | $329.0K | 0.09% | −2,245−50.2% | Reduced |
| Maple Capital Management, Inc. | 2,236 | $329.7K | 0.04% | +351+18.6% | Added |
| Bell Bank | 2,239 | $330.1K | 0.03% | −1,248−35.8% | Reduced |
| JNBA Financial Advisors | 2,240 | $330.3K | 0.04% | −113−4.8% | Reduced |
| Strategic Wealth Designers | 2,243 | $330.8K | 0.06% | −163−6.8% | Reduced |
| M&R Capital Management Inc | 2,244 | $330.9K | 0.09% | +52+2.4% | Added |
| Biechele Royce Advisors | 2,247 | $331.0K | 0.12% | +54+2.5% | Added |
| Van Strum & Towne Inc. | 2,247 | $331.3K | 0.14% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,253 | $332.2K | 0.22% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,257 | $332.8K | 0.02% | −4,653−67.3% | Reduced |
| Integrated Investment Consultants, LLC | 2,268 | $334.4K | 0.11% | −15−0.7% | Reduced |
| Advance Capital Management, Inc. | 2,268 | $334.5K | 0.06% | +10+0.4% | Added |
| Front Barnett Associates LLC | 2,271 | $335.0K | 0.04% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,273 | $335.2K | 0.03% | +2,273 | New |
| Juncture Wealth Strategies, LLC | 2,289 | $337.5K | 0.17% | −116−4.8% | Reduced |
| RWM Asset Management, LLC | 2,296 | $338.6K | 0.07% | −120−5.0% | Reduced |
| Cim Investment Mangement Inc | 2,298 | $338.8K | 0.13% | +113+5.2% | Added |
| Univest Financial Corp | 2,300 | $339.1K | 0.11% | −471−17.0% | Reduced |
| Prosperity Consulting Group, LLC | 2,305 | $339.9K | 0.21% | −365−13.7% | Reduced |
| Blossom Wealth Management | 2,308 | $340.3K | 1.38% | +490+27.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,317 | $341.7K | 0.18% | +24+1.0% | Added |
| Kaydan Wealth Management, Inc. | 2,318 | $341.8K | 0.14% | −163−6.6% | Reduced |
| McAdam, LLC | 2,324 | $342.7K | 0.03% | −41−1.7% | Reduced |
| 1620 Investment Advisors, Inc. | 2,327 | $343.1K | 0.41% | +55+2.4% | Added |
| United Bank | 2,331 | $343.7K | 0.20% | +103+4.6% | Added |
| DDFG, Inc | 2,332 | $343.9K | 0.13% | +35+1.5% | Added |
| Penserra Capital Management LLC | 2,345 | $344.0K | 0.01% | −20,169−89.6% | Reduced |
| MainStreet Investment Advisors LLC | 2,333 | $344.0K | 0.04% | +2,333 | New |
| Cedrus LLC | 2,335 | $344.4K | 0.24% | +54+2.4% | Added |
| NorthCrest Asset Manangement, LLC | 2,342 | $345.4K | 0.01% | +2,342 | New |
| Indie Asset Partners, LLC | 2,345 | $345.8K | 0.40% | −200−7.9% | Reduced |
| West Paces Advisors Inc. | 2,348 | $346.2K | 0.11% | −75−3.1% | Reduced |
| Patron Partners Advisors, LLC | 2,353 | $346.9K | 0.26% | −400−14.5% | Reduced |
| MPS Loria Financial Planners, LLC | 2,364 | $348.6K | 0.14% | −161−6.4% | Reduced |
| Revolve Wealth Partners, LLC | 2,366 | $348.9K | 0.09% | −465−16.4% | Reduced |
| OneAscent Financial Services LLC | 2,366 | $349.0K | 0.14% | +80+3.5% | Added |
| Gallacher Capital Management LLC | 2,368 | $349.1K | 0.21% | −99−4.0% | Reduced |
| Prosperity Wealth Management, Inc. | 2,370 | $349.5K | 0.28% | −364−13.3% | Reduced |
| Sweeney & Michel, LLC | 2,335 | $349.7K | 0.19% | +2,335 | New |
| Long Run Wealth Advisors, LLC | 2,374 | $350.1K | 0.12% | +76+3.3% | Added |
| Tufton Capital Management | 2,376 | $350.3K | 0.08% | −25−1.0% | Reduced |
| Stewart & Patten Co LLC | 2,376 | $350.3K | 0.06% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,380 | $350.9K | 0.04% | +255+12.0% | Added |
| Congress Asset Management Co | 2,381 | $351.1K | 0.00% | −1,360−36.4% | Reduced |
| Landscape Capital Management, L.L.C. | 2,389 | $352.3K | 0.05% | +930+63.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,390 | $352.3K | 0.02% | +4+0.2% | Added |
| American Institute for Advanced Investment Management, LLP | 2,390 | $352.4K | 0.38% | 00.0% | Unchanged |
| Fiera Capital Corp | 2,394 | $353.0K | 0.00% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,394 | $353.0K | 0.35% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 2,400 | $353.9K | 0.11% | +700+41.2% | Added |
| Oakwell Private Wealth Management, LLC | 2,402 | $354.2K | 0.16% | −4−0.2% | Reduced |
| ERn Financial, LLC | 2,405 | $354.6K | 0.08% | +41+1.7% | Added |
| Fidelity D & D Bancorp Inc | 5,913 | $355.8K | 0.27% | +5,913 | New |
| Houlihan Financial Resource Group, Ltd. | 2,413 | $356.0K | 0.19% | −50−2.0% | Reduced |
| Demars Financial Group, LLC | 2,420 | $356.8K | 0.20% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 2,422 | $357.1K | 0.04% | +85+3.6% | Added |
| Olistico Wealth, LLC | 2,425 | $357.6K | 0.35% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 2,428 | $358.0K | 0.04% | +250+11.5% | Added |
| True Wealth Design, LLC | 2,431 | $358.5K | 0.15% | +2,409+10,950.0% | Added |
| Paragon Capital Management LLC | 2,433 | $358.7K | 0.22% | −197−7.5% | Reduced |
| David J Yvars Group | 2,440 | $359.7K | 0.33% | +316+14.9% | Added |
| Insight Folios Inc | 2,440 | $359.8K | 0.16% | +13+0.5% | Added |
| Abundance Wealth Counselors | 2,442 | $360.0K | 0.09% | +540+28.4% | Added |
| Unique Wealth, LLC | 2,445 | $360.6K | 0.17% | −11−0.4% | Reduced |
| Stephens Consulting, LLC | 2,455 | $362.0K | 0.22% | −72−2.8% | Reduced |
| Truvestments Capital LLC | 2,458 | $362.4K | 0.19% | −198−7.5% | Reduced |
| Fortis Advisors, LLC | 2,459 | $362.6K | 0.24% | +225+10.1% | Added |
| Ballast Advisors LLC | 2,466 | $363.7K | 0.15% | +204+9.0% | Added |
| Crewe Advisors LLC | 2,468 | $363.9K | 0.05% | −9−0.4% | Reduced |
| Vicus Capital | 2,478 | $365.3K | 0.04% | +158+6.8% | Added |
| Luts & Greenleigh Group, Inc | 2,478 | $365.4K | 0.46% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 2,480 | $365.7K | 0.09% | +25+1.0% | Added |
| Capital Square, LLC | 2,426 | $366.0K | 0.34% | +106+4.6% | Added |
| Curi Capital | 2,487 | $366.7K | 0.05% | −144−5.5% | Reduced |
| Formidable Asset Management, LLC | 2,482 | $367.0K | 0.08% | +10.0% | Added |
| Plante Moran Financial Advisors, LLC | 2,491 | $367.3K | 0.05% | −60−2.4% | Reduced |
| Global Financial Private Client, LLC | 2,471 | $367.5K | 0.19% | +35+1.4% | Added |
| McLean Asset Management Corp | 2,493 | $367.6K | 0.15% | −206−7.6% | Reduced |
| S&CO Inc | 2,500 | $368.0K | 0.03% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 2,500 | $368.6K | 0.01% | +2,500 | New |
| Stonebridge Capital Management Inc | 2,500 | $369.0K | 0.18% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,510 | $370.1K | 0.01% | −16−0.6% | Reduced |
| Summit Financial, LLC | 2,509 | $371.3K | 0.03% | +79+3.3% | Added |
| Source Financial Advisors LLC | 2,524 | $372.2K | 0.12% | −1,455−36.6% | Reduced |
| Pinnacle Bancorp, Inc. | 2,526 | $372.5K | 0.14% | −66−2.5% | Reduced |