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 |
|---|---|---|---|---|---|
| BOS Asset Management, LLC | 3,367 | $496.5K | 0.41% | −180−5.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,369 | $497.0K | 0.57% | −217−6.1% | Reduced |
| PFS Investments Inc. | 3,294 | $497.0K | 0.01% | +339+11.5% | Added |
| Signature Wealth Management Group | 3,371 | $497.1K | 0.24% | −186−5.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,377 | $497.9K | 0.02% | −35−1.0% | Reduced |
| Peterson Wealth Advisors, LLC | 3,380 | $498.3K | 0.14% | −238−6.6% | Reduced |
| Sound Income Strategies, LLC | 3,392 | $500.1K | 0.05% | +317+10.3% | Added |
| Mayfair Advisory Group, LLC | 3,369 | $500.2K | 0.54% | −57−1.7% | Reduced |
| M&G Investment Management Ltd | 3,410 | $501.3K | 0.00% | −852,953−99.6% | Reduced |
| Capital Management Associates | 3,400 | $501.3K | 0.76% | 00.0% | Unchanged |
| River Street Advisors LLC | 3,402 | $501.6K | 0.49% | +82+2.5% | Added |
| NSI Retail Advisors, LLC | 3,413 | $503.0K | 0.11% | 00.0% | Unchanged |
| TCWP LLC | 3,416 | $503.7K | 0.10% | +57+1.7% | Added |
| Capital Counsel LLC | 3,419 | $504.1K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,428 | $505.5K | 0.12% | −96−2.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,440 | $507.2K | 0.09% | −920−21.1% | Reduced |
| Rosenberg Matthew Hamilton | 3,451 | $508.9K | 0.16% | −165−4.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,455 | $509.4K | 0.01% | −25−0.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,460 | $510.2K | 0.40% | +2+0.1% | Added |
| NewEdge Wealth, LLC | 3,466 | $511.1K | 0.02% | +1,214+53.9% | Added |
| Eagle Bay Advisors LLC | 3,471 | $511.8K | 0.28% | −491−12.4% | Reduced |
| Columbia Asset Management | 3,470 | $512.0K | 0.12% | +625+22.0% | Added |
| Atom Investors LP | 3,484 | $513.7K | 0.28% | −19,589−84.9% | Reduced |
| BancFirst Trust & Investment Management | 3,528 | $513.9K | 0.31% | +303+9.4% | Added |
| Fort Pitt Capital Group, LLC | 3,490 | $514.6K | 0.02% | −443−11.3% | Reduced |
| Concord Wealth Partners | 3,494 | $515.2K | 0.15% | +998+40.0% | Added |
| Silverlake Wealth Management LLC | 3,494 | $515.2K | 0.31% | −23−0.7% | Reduced |
| Alta Advisers Ltd | 3,500 | $516.1K | 0.31% | 00.0% | Unchanged |
| Planning Directions Inc | 3,505 | $517.0K | 0.38% | −114−3.2% | Reduced |
| Forte Capital LLC | 3,510 | $517.5K | 0.08% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,512 | $517.8K | 0.34% | +581+19.8% | Added |
| High Falls Advisors, Inc | 3,522 | $519.2K | 0.15% | +2+0.1% | Added |
| Eqis Capital Management, Inc. | 3,525 | $519.7K | 0.06% | −1,005−22.2% | Reduced |
| Old Point Trust & Financial Services N A | 3,527 | $520.1K | 0.23% | +12+0.3% | Added |
| Well Done, LLC | 3,535 | $521.2K | 0.11% | +134+3.9% | Added |
| Matisse Capital | 3,539 | $521.8K | 0.34% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,544 | $522.6K | 0.06% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 3,549 | $523.3K | 0.12% | +136+4.0% | Added |
| Hamilton Capital, LLC | 3,552 | $523.7K | 0.03% | +1,456+69.5% | Added |
| Private Portfolio Partners LLC | 3,554 | $524.0K | 0.14% | −44−1.2% | Reduced |
| Sabal Trust CO | 3,557 | $524.5K | 0.04% | +400+12.7% | Added |
| Arden Trust Co | 3,584 | $528.0K | 0.10% | −1,175−24.7% | Reduced |
| Crescent Sterling, Ltd. | 3,592 | $529.6K | 0.51% | +128+3.7% | Added |
| Winning Points Advisors, LLC | 3,593 | $530.0K | 0.64% | +100+2.9% | Added |
| Slocum, Gordon & Co LLP | 3,595 | $530.1K | 0.44% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 3,599 | $530.7K | 0.33% | +185+5.4% | Added |
| One River Asset Management, LLC | 3,639 | $531.5K | 0.39% | +95+2.7% | Added |
| UMA Financial Services, Inc. | 3,545 | $531.8K | 0.14% | +2+0.1% | Added |
| Green Square Capital Advisors LLC | 3,613 | $532.7K | 0.07% | +500+16.1% | Added |
| Oxford Financial Group Ltd | 3,627 | $534.8K | 0.06% | +300+9.0% | Added |
| Galvin, Gaustad & Stein, LLC | 3,634 | $535.8K | 0.05% | −175−4.6% | Reduced |
| Spotlight Asset Group, Inc. | 3,916 | $536.0K | 0.53% | +3,916 | New |
| RMB Capital Management, LLC | 3,646 | $537.6K | 0.02% | −182−4.8% | Reduced |
| Grace & White Inc | 3,650 | $538.2K | 0.10% | +3,650 | New |
| MBL Wealth, LLC | 3,656 | $539.1K | 0.08% | +357+10.8% | Added |
| Core Wealth Partners LLC | 3,662 | $540.0K | 0.54% | −41,195−91.8% | Reduced |
| Angeles Investment Advisors, LLC | 3,655 | $540.2K | 0.04% | +1,188+48.2% | Added |
| American Trust | 3,665 | $540.4K | 0.04% | +53+1.5% | Added |
| First Financial Corp | 3,674 | $541.7K | 0.34% | −143−3.7% | Reduced |
| Vertex Planning Partners, LLC | 3,689 | $543.9K | 0.20% | −1,080−22.6% | Reduced |
| Per Stirling Capital Management, LLC. | 3,690 | $544.0K | 0.12% | −422−10.3% | Reduced |
| Affinity Wealth Management LLC | 3,696 | $545.0K | 0.13% | −7−0.2% | Reduced |
| Jag Capital Management, LLC | 3,704 | $546.1K | 0.07% | +10.0% | Added |
| NinePointTwo Capital | 3,710 | $547.0K | 0.21% | +1,747+89.0% | Added |
| Caxton Associates LP | 3,710 | $547.0K | 0.09% | +843+29.4% | Added |
| Annapolis Financial Services, LLC | 3,713 | $547.4K | 0.17% | 00.0% | Unchanged |
| United Bank | 3,722 | $548.8K | 0.07% | +73+2.0% | Added |
| Royal Harbor Partners, LLC | 3,723 | $549.0K | 0.29% | 00.0% | Unchanged |
| Sara-Bay Financial | 3,726 | $549.4K | 0.28% | +35+0.9% | Added |
| Keystone Wealth Services, LLC | 3,726 | $549.4K | 0.22% | +72+2.0% | Added |
| Cypress Wealth Services, LLC | 3,734 | $550.6K | 0.16% | −7−0.2% | Reduced |
| Sweet Financial Partners, LLC | 3,734 | $550.6K | 0.15% | +10.0% | Added |
| Financial Planning & Information Services, Inc. | 3,740 | $551.5K | 0.11% | +1,302+53.4% | Added |
| Titleist Asset Management, LLC | 3,745 | $552.2K | 0.12% | +3,745 | New |
| First American Trust, FSB | 3,767 | $555.0K | 0.08% | +1,150+43.9% | Added |
| NFP Retirement, Inc. | 3,770 | $555.9K | 0.11% | −19−0.5% | Reduced |
| Advisor OS, LLC | 3,790 | $558.8K | 0.13% | +21+0.6% | Added |
| Delta Financial Group, Inc. | 3,789 | $559.0K | 0.22% | −216−5.4% | Reduced |
| Grimes & Company, Inc. | 3,798 | $560.0K | 0.02% | +171+4.7% | Added |
| Keating Investment Counselors Inc | 3,800 | $560.3K | 0.21% | +25+0.7% | Added |
| Gyroscope Capital Management Group, LLC | 3,800 | $560.3K | 0.14% | +1,900+100.0% | Added |
| Warther Private Wealth, LLC | 3,806 | $561.2K | 0.43% | +154+4.2% | Added |
| Strategic Investment Solutions, Inc. | 3,807 | $561.4K | 0.11% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 3,814 | $562.4K | 0.37% | +3,814 | New |
| Retirement Investment Advisors, Inc. | 3,838 | $565.9K | 0.10% | +1,761+84.8% | Added |
| Pacific Sage Partners, LLC | 3,843 | $566.6K | 0.18% | −20−0.5% | Reduced |
| SG Americas Securities, LLC | 3,863 | $570.0K | 0.01% | −58,557−93.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,869 | $570.5K | 0.11% | +1,701+78.5% | Added |
| O'Rourke & Company, Inc | 3,875 | $571.0K | 0.44% | +38+1.0% | Added |
| Lodestar Private Asset Management LLC | 3,873 | $571.1K | 0.10% | +226+6.2% | Added |
| Stone Point Wealth LLC | 3,879 | $572.0K | 0.25% | −384−9.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,900 | $575.0K | 0.13% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,922 | $578.3K | 0.25% | +172+4.6% | Added |
| Cadinha & Co LLC | 3,929 | $579.3K | 0.16% | +84+2.2% | Added |
| Aveo Capital Partners, LLC | 3,938 | $580.7K | 0.08% | +253+6.9% | Added |
| Edgemoor Investment Advisors, Inc. | 3,945 | $581.8K | 0.07% | +126+3.3% | Added |
| Foster Dykema Cabot & Co Inc | 3,950 | $582.0K | 0.07% | +100+2.6% | Added |
| Primoris Wealth Advisors, LLC | 3,956 | $583.3K | 0.72% | −14,283−78.3% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,961 | $584.0K | 0.31% | +3,961 | New |
| Derbend Asset Management | 3,964 | $584.6K | 0.44% | −266−6.3% | Reduced |