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 |
|---|---|---|---|---|---|
| Firethorn Wealth Partners, LLC | 2,461 | $373.0K | 0.29% | +22+0.9% | Added |
| Independent Family Office, LLC | 2,540 | $374.5K | 0.22% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 2,541 | $374.7K | 0.38% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,546 | $375.4K | 0.14% | −470−15.6% | Reduced |
| LGT Financial Advisors LLC | 2,547 | $375.6K | 0.70% | +2,547 | New |
| Baldwin Investment Management, LLC | 2,550 | $376.0K | 0.07% | 00.0% | Unchanged |
| Kooman & Associates | 2,563 | $377.9K | 0.20% | +23+0.9% | Added |
| FirstPurpose Wealth LLC | 2,565 | $378.2K | 0.19% | +154+6.4% | Added |
| Rather & Kittrell, Inc. | 2,569 | $378.8K | 0.17% | 00.0% | Unchanged |
| Armistice Capital, LLC | 2,574 | $379.5K | 0.01% | +2,574 | New |
| Seed Wealth Management, Inc. | 2,575 | $379.7K | 0.43% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,578 | $380.1K | 0.39% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 2,579 | $380.3K | 0.04% | +2,579 | New |
| Sittner & Nelson, LLC | 2,593 | $382.3K | 0.22% | +2+0.1% | Added |
| TRUE Private Wealth Advisors | 2,599 | $383.2K | 0.06% | +20+0.8% | Added |
| Banque Pictet & Cie SA | 2,600 | $383.4K | 0.00% | −890−25.5% | Reduced |
| Gateway Wealth Partners, LLC | 2,605 | $384.1K | 0.06% | −271−9.4% | Reduced |
| Concord Asset Management, LLC | 2,610 | $384.9K | 0.16% | +2,610 | New |
| E Fund Management Co., Ltd. | 2,613 | $385.0K | 0.03% | −128−4.7% | Reduced |
| Mirador Capital Partners LP | 2,612 | $385.1K | 0.09% | −251−8.8% | Reduced |
| New England Capital Financial Advisors LLC | 2,618 | $386.1K | 0.27% | −7−0.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,619 | $386.1K | 0.03% | −37−1.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,621 | $387.4K | 0.15% | +3+0.1% | Added |
| Zhang Financial LLC | 2,628 | $387.6K | 0.04% | −153−5.5% | Reduced |
| US Asset Management LLC | 2,629 | $388.0K | 0.40% | −19−0.7% | Reduced |
| Horan Securities, Inc. | 2,635 | $388.6K | 0.20% | +548+26.3% | Added |
| Simon Quick Advisors, LLC | 2,636 | $388.6K | 0.04% | +2,636 | New |
| TFG Advisers LLC | 2,640 | $389.2K | 0.19% | −46−1.7% | Reduced |
| Meritas Wealth Management, LLC | 2,642 | $389.6K | 0.31% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 2,650 | $390.7K | 0.29% | +2,650 | New |
| First International Bank & Trust | 2,651 | $390.9K | 0.13% | +2,651 | New |
| Breakwater Capital Group | 2,660 | $392.2K | 0.16% | +837+45.9% | Added |
| Cobblestone Capital Advisors LLC | 2,664 | $392.8K | 0.03% | +17+0.6% | Added |
| Karpas Strategies, LLC | 2,664 | $392.8K | 0.14% | +8+0.3% | Added |
| Wealth Dimensions Group, Ltd. | 2,668 | $393.3K | 0.15% | −123−4.4% | Reduced |
| BLB&B Advisors, LLC | 2,669 | $393.5K | 0.03% | +224+9.2% | Added |
| Hardy Reed LLC | 2,671 | $393.8K | 0.07% | −1,009−27.4% | Reduced |
| Empirical Asset Management, LLC | 2,676 | $394.5K | 0.38% | −6,784−71.7% | Reduced |
| Colton Groome Financial Advisors, LLC | 2,678 | $394.9K | 0.19% | +2,678 | New |
| Connecticut Wealth Management, LLC | 2,681 | $395.3K | 0.03% | +2,681 | New |
| German American Bancorp, Inc. | 2,683 | $395.6K | 0.06% | +46+1.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,686 | $396.0K | 0.01% | −107−3.8% | Reduced |
| Rice Hall James & Associates, LLC | 2,691 | $396.8K | 0.02% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,692 | $397.0K | 0.37% | +10.0% | Added |
| CWS Financial Advisors, LLC | 2,700 | $398.2K | 0.16% | −7,013−72.2% | Reduced |
| Lantz Financial LLC | 2,710 | $399.6K | 0.17% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 2,710 | $399.6K | 0.10% | +8+0.3% | Added |
| Compass Financial Advisors LLC | 2,711 | $399.7K | 0.51% | −2,386−46.8% | Reduced |
| Alpha Omega Wealth Management LLC | 2,711 | $399.7K | 0.07% | +279+11.5% | Added |
| V2 Financial group LLC | 2,712 | $399.9K | 0.29% | 00.0% | Unchanged |
| Advisory Resource Group | 2,713 | $400.0K | 0.11% | −312−10.3% | Reduced |
| Bath Savings Trust Co | 2,724 | $401.7K | 0.05% | −424−13.5% | Reduced |
| RDA Financial Network | 2,725 | $401.8K | 0.18% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 2,731 | $403.0K | 0.51% | −275−9.1% | Reduced |
| Live Oak Investment Partners | – | $403.7K | 0.35% | – | – |
| MONECO Advisors, LLC | 2,742 | $404.3K | 0.12% | +1,173+74.8% | Added |
| Global Wealth Strategies & Associates | 2,744 | $404.6K | 0.21% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,751 | $405.6K | 0.08% | +763+38.4% | Added |
| Benedetti & Gucer, Inc. | 2,761 | $407.0K | 0.23% | +1,152+71.6% | Added |
| Addison Advisors LLC | 2,769 | $408.3K | 0.23% | +3+0.1% | Added |
| Winch Advisory Services, LLC | 2,774 | $409.0K | 0.16% | +37+1.4% | Added |
| Wexford Capital LP | 2,776 | $409.3K | 0.08% | +1,301+88.2% | Added |
| Itau Unibanco Holding S.A. | 2,776 | $409.3K | 0.02% | +2,776 | New |
| Virtu Financial LLC | 2,797 | $412.0K | 0.04% | −8,661−75.6% | Reduced |
| Waterloo Capital, L.P. | 2,795 | $412.1K | 0.13% | +2,795 | New |
| Versor Investments LP | 2,800 | $412.9K | 0.05% | +2,800 | New |
| Circle Wealth Management, LLC | 2,802 | $413.2K | 0.06% | +3+0.1% | Added |
| Redhawk Wealth Advisors, Inc. | 2,805 | $413.5K | 0.14% | +91+3.4% | Added |
| Austin Asset Management Co Inc | 2,812 | $414.6K | 0.13% | +106+3.9% | Added |
| Garrison Point Advisors, LLC | 2,815 | $415.1K | 0.31% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 2,824 | $416.4K | 0.08% | +17+0.6% | Added |
| First Capital Advisors Group, LLC. | 2,826 | $416.7K | 0.27% | +48+1.7% | Added |
| CCG Wealth Management, LLC | 2,842 | $419.1K | 0.28% | −695−19.6% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,849 | $420.1K | 0.26% | −93−3.2% | Reduced |
| Altus Wealth Group LLC | 2,853 | $420.7K | 0.28% | +2+0.1% | Added |
| Charter Research & Investment Group, Inc. | 2,854 | $420.8K | 0.37% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,854 | $420.9K | 0.04% | +31+1.1% | Added |
| Oppenheimer & Close, LLC | 2,855 | $421.0K | 0.42% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,853 | $421.0K | 0.05% | −493−14.7% | Reduced |
| Compass Financial Group, INC | 2,856 | $421.2K | 0.14% | +287+11.2% | Added |
| SkyView Investment Advisors, LLC | 2,863 | $422.0K | 0.10% | +85+3.1% | Added |
| First National Bank | 2,872 | $423.5K | 0.36% | −235−7.6% | Reduced |
| CapWealth Advisors, LLC | 2,879 | $424.5K | 0.05% | −71−2.4% | Reduced |
| Essential Planning, LLC. | 2,887 | $425.7K | 0.26% | −39−1.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,891 | $426.3K | 0.00% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,892 | $426.4K | 0.16% | −213−6.9% | Reduced |
| Royal Capital Wealth Management, LLC | 2,898 | $427.0K | 0.43% | −74−2.5% | Reduced |
| Revisor Wealth Management LLC | 2,899 | $427.4K | 0.39% | +2,899 | New |
| WealthTrust Axiom LLC | 2,920 | $430.6K | 0.15% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,922 | $430.9K | 0.13% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,925 | $431.3K | 0.11% | +6+0.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 2,928 | $432.0K | 0.10% | +198+7.3% | Added |
| Grandfield & Dodd, LLC | 2,942 | $433.8K | 0.03% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,872 | $434.8K | 0.09% | −5,440−65.4% | Reduced |
| CNB Bank | 2,953 | $435.4K | 0.27% | +134+4.8% | Added |
| Acorn Financial Advisory Services Inc | 2,954 | $435.7K | 0.08% | +264+9.8% | Added |
| TFC Financial Management | 2,962 | $436.7K | 0.11% | −283−8.7% | Reduced |
| Weaver Consulting Group | 2,963 | $436.8K | 0.20% | +197+7.1% | Added |
| Advus Financial Partners, LLC | 2,967 | $437.5K | 0.18% | +54+1.9% | Added |
| Walker Financial Services, Inc. | 2,969 | $437.7K | 0.45% | 00.0% | Unchanged |