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 8 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
- 2,858
- +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
- 1,206 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 |
|---|---|---|---|---|---|
| Ambassador Advisors, LLC | 2,863 | $438.3K | 0.10% | +2,863 | New |
| Aull & Monroe Investment Management Corp | 2,973 | $438.4K | 0.22% | +800+36.8% | Added |
| Worth Financial Advisory Group, LLC | 2,977 | $438.9K | 0.42% | +146+5.2% | Added |
| Norris Perne & French LLP | 2,989 | $440.7K | 0.04% | −46−1.5% | Reduced |
| First Bank & Trust | 2,990 | $440.9K | 0.12% | −12−0.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,994 | $441.5K | 0.02% | −1,445−32.6% | Reduced |
| Builder Investment Group Inc | 2,995 | $441.6K | 0.19% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,925 | $441.6K | 0.26% | +226+8.4% | Added |
| Axq Capital, LP | 3,000 | $442.4K | 0.18% | −6,330−67.8% | Reduced |
| Legal Advantage Investments, Inc. | 3,000 | $442.4K | 0.32% | 00.0% | Unchanged |
| Diversified, LLC | 3,001 | $442.5K | 0.16% | +7+0.2% | Added |
| Semus Wealth Partners LLC | 3,002 | $442.6K | 0.48% | −439−12.8% | Reduced |
| Montgomery Investment Management Inc | 3,004 | $443.0K | 0.16% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,010 | $443.8K | 0.10% | +166+5.8% | Added |
| Kerntke Otto McGlone Wealth Management Group | 3,011 | $444.0K | 0.46% | +150+5.2% | Added |
| Aire Advisors, LLC | 3,014 | $444.5K | 0.12% | −272−8.3% | Reduced |
| Transparent Wealth Partners LLC | 3,017 | $444.8K | 0.33% | −59−1.9% | Reduced |
| Cable Hill Partners, LLC | 3,006 | $444.9K | 0.07% | −13−0.4% | Reduced |
| Accredited Investors Inc. | 3,022 | $445.6K | 0.03% | −28−0.9% | Reduced |
| Sterling Investment Advisors LLC | 3,026 | $446.2K | 0.29% | +12+0.4% | Added |
| Culbertson A N & Co Inc | 3,032 | $447.1K | 0.09% | −91−2.9% | Reduced |
| Smith, Salley & Associates | 3,035 | $447.5K | 0.04% | −64−2.1% | Reduced |
| Fusion Capital, LLC | 3,038 | $447.9K | 0.26% | +180+6.3% | Added |
| New England Research & Management, Inc. | 3,038 | $448.0K | 0.26% | +22+0.7% | Added |
| Rise Advisors, LLC | 3,039 | $448.0K | 0.34% | −155−4.9% | Reduced |
| Calton & Associates, Inc. | 3,047 | $449.2K | 0.21% | −1,628−34.8% | Reduced |
| Samalin Investment Counsel, LLC | 3,048 | $449.5K | 0.27% | −50−1.6% | Reduced |
| Hall Laurie J Trustee | 3,055 | $450.0K | 0.19% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 3,061 | $451.3K | 0.46% | 00.0% | Unchanged |
| Smart Money Group LLC | 2,991 | $451.5K | 0.23% | −52−1.7% | Reduced |
| Traynor Capital Management, Inc. | 3,066 | $452.1K | 0.07% | −257−7.7% | Reduced |
| New Jersey Better Educational Savings Trust | 3,071 | $452.8K | 1.22% | 00.0% | Unchanged |
| Shayne & Co., LLC | 3,074 | $453.3K | 0.25% | 00.0% | Unchanged |
| Iowa State Bank | 3,075 | $453.4K | 0.11% | −261−7.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 3,080 | $454.1K | 0.32% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 3,086 | $455.0K | 0.11% | −37−1.2% | Reduced |
| Advisors Management Group Inc | 3,089 | $455.0K | 0.15% | −885−22.3% | Reduced |
| Epic Trust Investment Advisors, LLC | 3,085 | $455.0K | 0.57% | +3,085 | New |
| Solidarilty Wealth, LLC | 3,077 | $455.3K | 0.21% | +3,077 | New |
| Middleton & Co Inc | 3,089 | $455.5K | 0.07% | −38−1.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,090 | $455.6K | 0.11% | +52+1.7% | Added |
| Shufro Rose & Co LLC | 3,099 | $456.9K | 0.04% | −120−3.7% | Reduced |
| Beta Wealth Group, Inc. | 3,100 | $457.1K | 0.26% | +300+10.7% | Added |
| Watchman Group, Inc. | 3,104 | $457.7K | 0.24% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,110 | $458.5K | 0.07% | +210+7.2% | Added |
| Basepoint Wealth LLC | 3,110 | $458.6K | 0.38% | −30−1.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,113 | $459.0K | 0.02% | −126−3.9% | Reduced |
| Wrapmanager Inc | 3,115 | $459.3K | 0.14% | −391−11.2% | Reduced |
| Monticello Wealth Management, LLC | 3,241 | $459.6K | 0.05% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,117 | $459.6K | 0.09% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,118 | $459.7K | 0.17% | +144+4.8% | Added |
| Mach-1 Financial Group, Inc. | 48,096 | $459.7K | 2.92% | −24,226−33.5% | Reduced |
| Birch Hill Investment Advisors LLC | 3,121 | $460.2K | 0.03% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,126 | $460.9K | 0.29% | −79−2.5% | Reduced |
| Empire Financial Management Company, LLC | 3,132 | $461.8K | 0.19% | +3,132 | New |
| Mystic Asset Management, Inc. | 3,138 | $462.7K | 0.26% | −50−1.6% | Reduced |
| James Hambro & Partners | 3,141 | $463.0K | 0.03% | +17+0.5% | Added |
| Global Assets Advisory, LLC | 3,097 | $464.0K | 0.47% | −180−5.5% | Reduced |
| Ruggaard & Associates LLC | 3,147 | $464.0K | 0.29% | +3,147 | New |
| McRae Capital Management Inc | 3,150 | $464.5K | 0.13% | 00.0% | Unchanged |
| Alpha Family Trust | 3,160 | $465.9K | 0.37% | −765−19.5% | Reduced |
| Farther Finance Advisors, LLC | 3,162 | $466.2K | 0.14% | −117−3.6% | Reduced |
| Sepio Capital, LP | 3,168 | $467.1K | 0.04% | −96−2.9% | Reduced |
| Fort Sheridan Advisors LLC | 3,172 | $467.7K | 0.12% | +260+8.9% | Added |
| Westside Investment Management, Inc. | 3,187 | $467.8K | 0.14% | −50−1.5% | Reduced |
| Trinity Financial Advisors LLC | 3,180 | $468.9K | 0.29% | +10.0% | Added |
| Hills Bank & Trust Co | 3,182 | $469.2K | 0.06% | −410−11.4% | Reduced |
| Wealth Management Partners, LLC | 3,191 | $470.5K | 0.33% | +191+6.4% | Added |
| Alhambra Investment Partners LLC | 3,197 | $471.4K | 0.32% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,200 | $471.8K | 0.32% | −6,000−65.2% | Reduced |
| KWB Wealth | 3,328 | $471.9K | 0.09% | +85+2.6% | Added |
| Burt Wealth Advisors | 3,214 | $473.9K | 0.15% | +32+1.0% | Added |
| Endurance Wealth Management, Inc. | 3,219 | $474.0K | 0.07% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 3,215 | $474.1K | 0.46% | −180−5.3% | Reduced |
| Hunter Associates Investment Management LLC | 3,233 | $476.0K | 0.10% | −260−7.4% | Reduced |
| North Star Asset Management Inc | 3,248 | $478.9K | 0.03% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 3,248 | $479.0K | 0.08% | +341+11.7% | Added |
| Private Wealth Advisors | 3,249 | $479.0K | 0.20% | −3−0.1% | Reduced |
| Carson Advisory Inc. | 3,256 | $480.1K | 0.43% | +108+3.4% | Added |
| Integral Investment Advisors, Inc. | 3,260 | $480.7K | 0.34% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 3,278 | $483.0K | 0.37% | +1,193+57.2% | Added |
| J. L. Bainbridge & Co., Inc. | 3,277 | $483.2K | 0.07% | −17−0.5% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 3,279 | $483.5K | 0.10% | −65−1.9% | Reduced |
| Congress Wealth Management LLC | 3,281 | $484.0K | 0.01% | −304−8.5% | Reduced |
| Investors Asset Management of Georgia Inc | 3,284 | $484.2K | 0.26% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,291 | $485.3K | 0.32% | −547−14.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,296 | $486.1K | 0.23% | −9−0.3% | Reduced |
| Echo Street Capital Management LLC | 3,307 | $487.6K | 0.00% | −2,849−46.3% | Reduced |
| Relative Value Partners Group, LLC | 3,308 | $487.8K | 0.03% | −360−9.8% | Reduced |
| Kades & Cheifetz LLC | 3,315 | $488.8K | 0.39% | +13+0.4% | Added |
| DGS Capital Management, LLC | 3,322 | $489.8K | 0.27% | +69+2.1% | Added |
| Provence Wealth Management Group | 3,322 | $489.8K | 0.33% | +1,492+81.5% | Added |
| Castle Wealth Management LLC | 3,311 | $490.1K | 0.38% | −167−4.8% | Reduced |
| Barber Financial Group, Inc. | 3,327 | $490.5K | 0.09% | −152−4.4% | Reduced |
| JJJ Advisors Inc. | 3,310 | $491.4K | 0.14% | −616−15.7% | Reduced |
| Ironwood Financial, llc | 3,336 | $491.9K | 0.14% | +10.0% | Added |
| FSB Premier Wealth Management, Inc. | 3,340 | $492.5K | 0.27% | −200−5.6% | Reduced |
| Howland Capital Management LLC | 3,331 | $493.3K | 0.03% | −956−22.3% | Reduced |
| Verus Capital Partners, LLC | 3,349 | $493.8K | 0.08% | +136+4.2% | Added |
| Kelman-Lazarov, Inc. | 3,365 | $496.2K | 0.13% | 00.0% | Unchanged |