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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 25,850 | $3.81M | 1.00% | 00.0% | Unchanged |
| Bradley Mark J. | 25,851 | $3.81M | 2.76% | +3,275+14.5% | Added |
| LaFleur & Godfrey LLC | 25,758 | $3.80M | 0.62% | +288+1.1% | Added |
| Somerset Trust Co | 25,723 | $3.79M | 1.64% | −1,377−5.1% | Reduced |
| Greenwood Capital Associates LLC | 25,711 | $3.79M | 0.54% | +24,232+1,638.4% | Added |
| Wade G W & Inc | 25,700 | $3.79M | 0.15% | +567+2.3% | Added |
| Herold Advisors, Inc. | 25,646 | $3.78M | 1.31% | +903+3.6% | Added |
| Empowered Funds, LLC | 25,635 | $3.78M | 0.22% | −640−2.4% | Reduced |
| Diversified Investment Strategies, LLC | 25,285 | $3.73M | 2.65% | −225−0.9% | Reduced |
| Lincoln National Corp | 25,272 | $3.73M | 0.08% | −969−3.7% | Reduced |
| Birinyi Associates Inc | 25,250 | $3.72M | 1.54% | −500−1.9% | Reduced |
| AIA Group Ltd | 25,239 | $3.72M | 0.20% | +17,195+213.8% | Added |
| TCG Advisory Services, LLC | 25,225 | $3.72M | 0.78% | +25,225 | New |
| Independent Financial Group, LLC | 25,209 | $3.72M | 0.30% | +240+1.0% | Added |
| SevenBridge Financial Group, LLC | 25,052 | $3.69M | 1.02% | +426+1.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 25,136 | $3.69M | 0.08% | −1,939−7.2% | Reduced |
| Paradigm Financial Partners, LLC | 24,991 | $3.68M | 1.00% | +955+4.0% | Added |
| Blue Fin Capital, Inc. | 24,477 | $3.68M | 1.19% | −626−2.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 24,911 | $3.67M | 0.22% | +24,911 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,913 | $3.67M | 2.45% | +1,088+4.6% | Added |
| NWF Advisory Services Inc. | 23,277 | $3.66M | 0.85% | +23,277 | New |
| CX Institutional | 24,589 | $3.65M | 0.19% | +2,157+9.6% | Added |
| GFG Capital, LLC | 12,945 | $3.64M | 0.82% | −58−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 24,656 | $3.64M | 0.04% | +385+1.6% | Added |
| Moloney Securities Asset Management, LLC | 24,505 | $3.61M | 0.67% | +39+0.2% | Added |
| Woodmont Investment Counsel LLC | 24,445 | $3.60M | 0.39% | +406+1.7% | Added |
| Keene & Associates, Inc. | 24,381 | $3.59M | 2.79% | −479−1.9% | Reduced |
| Sentry LLC | 24,381 | $3.59M | 0.84% | +24,381 | New |
| BFSG, LLC | 24,141 | $3.56M | 0.66% | −224−0.9% | Reduced |
| Nomura Holdings Inc | 24,086 | $3.55M | 0.03% | −9,283−27.8% | Reduced |
| Northwest Investment Counselors, LLC | 24,005 | $3.54M | 0.99% | −25−0.1% | Reduced |
| SlateStone Wealth, LLC | 23,985 | $3.54M | 0.73% | +296+1.2% | Added |
| Sompo Asset Management Co., Ltd. | 23,960 | $3.53M | 0.74% | +6,040+33.7% | Added |
| Legato Capital Management LLC | 23,844 | $3.52M | 0.64% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 23,821 | $3.51M | 2.14% | +40.0% | Added |
| Leelyn Smith, LLC | 23,753 | $3.50M | 0.90% | +1,575+7.1% | Added |
| All Terrain Financial Advisors, LLC | 23,573 | $3.48M | 1.68% | −1,903−7.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 23,563 | $3.47M | 1.05% | +726+3.2% | Added |
| Moneta Group Investment Advisors LLC | 23,543 | $3.47M | 0.08% | +877+3.9% | Added |
| Mitchell Capital Management Co | 23,516 | $3.47M | 0.86% | +372+1.6% | Added |
| Family Legacy, Inc. | 23,510 | $3.47M | 1.48% | +207+0.9% | Added |
| Wealthcare Advisory Partners LLC | 23,395 | $3.45M | 0.15% | +653+2.9% | Added |
| Cullen Capital Management LLC | 23,376 | $3.45M | 0.03% | −89−0.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 23,355 | $3.44M | 0.53% | −783−3.2% | Reduced |
| Wealthspire Advisors, LLC | 23,265 | $3.43M | 0.06% | −2,168−8.5% | Reduced |
| Claret Asset Management Corp | 23,191 | $3.42M | 0.68% | +146+0.6% | Added |
| Andesa Financial Management Inc. | 47,022 | $3.42M | 1.77% | +23,374+98.8% | Added |
| Ameliora Wealth Management Ltd. | 23,144 | $3.41M | 1.99% | −12,957−35.9% | Reduced |
| Hyman Charles D | 23,017 | $3.39M | 0.23% | +210+0.9% | Added |
| Hudson Capital Management LLC | 22,889 | $3.37M | 1.34% | +998+4.6% | Added |
| Means Investment Co., Inc. | 22,840 | $3.37M | 0.59% | +142+0.6% | Added |
| Capital Advisors Inc | 22,800 | $3.36M | 0.09% | +443+2.0% | Added |
| Stratos Wealth Advisors, LLC | 22,697 | $3.35M | 0.26% | −1,650−6.8% | Reduced |
| International Assets Investment Management, LLC | 22,679 | $3.34M | 0.48% | −8,489−27.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 22,652 | $3.34M | 0.39% | −10,824−32.3% | Reduced |
| Merit Financial Group, LLC | 22,605 | $3.33M | 0.12% | +2,424+12.0% | Added |
| Capstone Triton Financial Group, LLC | 22,582 | $3.33M | 2.51% | +484+2.2% | Added |
| Phoenix Holdings Ltd. | 22,449 | $3.32M | 0.07% | +2,713+13.7% | Added |
| Regal Investment Advisors LLC | 22,510 | $3.32M | 0.29% | −8,253−26.8% | Reduced |
| Ingalls & Snyder LLC | 22,326 | $3.29M | 0.17% | +246+1.1% | Added |
| Appleton Partners Inc | 22,320 | $3.29M | 0.29% | +37+0.2% | Added |
| Capital Asset Advisory Services LLC | 22,317 | $3.29M | 0.25% | +685+3.2% | Added |
| Monument Capital Management | 22,257 | $3.28M | 1.10% | −226−1.0% | Reduced |
| Hengehold Capital Management LLC | 22,138 | $3.26M | 0.45% | +469+2.2% | Added |
| Lincluden Management Ltd | 22,115 | $3.26M | 0.38% | −822−3.6% | Reduced |
| Nvest Financial, LLC | 22,058 | $3.25M | 3.39% | +728+3.4% | Added |
| Dynamic Advisor Solutions LLC | 22,026 | $3.25M | 0.19% | +4,702+27.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 21,987 | $3.24M | 0.34% | +107+0.5% | Added |
| Dividend Assets Capital, LLC | 22,855 | $3.24M | 0.69% | 00.0% | Unchanged |
| Smith, Moore & Co. | 21,969 | $3.24M | 0.44% | −216−1.0% | Reduced |
| Meritage Portfolio Management | 21,969 | $3.24M | 0.24% | +258+1.2% | Added |
| Confluence Wealth Services, Inc. | 21,901 | $3.23M | 0.75% | +840+4.0% | Added |
| Gifford Fong Associates | 21,850 | $3.22M | 0.85% | −14,550−40.0% | Reduced |
| First Hawaiian Bank | 21,793 | $3.21M | 0.11% | +4,221+24.0% | Added |
| Western Wealth Management, LLC | 21,781 | $3.21M | 0.30% | +119+0.5% | Added |
| Palisade Asset Management, LLC | 21,780 | $3.21M | 0.39% | −374−1.7% | Reduced |
| Citizens National Bank Trust Department | 21,745 | $3.21M | 0.89% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 21,674 | $3.20M | 0.35% | +221+1.0% | Added |
| Avidian Wealth Solutions, LLC | 21,672 | $3.20M | 0.18% | −38−0.2% | Reduced |
| Bridge Creek Capital Management LLC | 21,668 | $3.19M | 1.20% | +90+0.4% | Added |
| FourThought Financial Partners, LLC | 21,624 | $3.19M | 0.44% | −1,528−6.6% | Reduced |
| 1st Source Bank | 21,514 | $3.17M | 0.21% | −524−2.4% | Reduced |
| Laffer Tengler Investments | 21,421 | $3.16M | 0.86% | −15,171−41.5% | Reduced |
| Pensionmark Financial Group, LLC | 21,272 | $3.15M | 0.66% | −1,443−6.4% | Reduced |
| AMG National Trust Bank | 21,294 | $3.14M | 0.11% | +333+1.6% | Added |
| Miracle Mile Advisors, LLC | 21,270 | $3.14M | 0.10% | −4,343−17.0% | Reduced |
| Colonial Trust Co | 21,245 | $3.13M | 0.80% | +1,241+6.2% | Added |
| Bayesian Capital Management, LP | 21,101 | $3.11M | 0.38% | +13,201+167.1% | Added |
| BDO Wealth Advisors, LLC | 21,090 | $3.11M | 0.38% | −351−1.6% | Reduced |
| Fred Alger Management, LLC | 20,993 | $3.10M | 0.02% | +666+3.3% | Added |
| Cutler Group LP | 20,923 | $3.08M | 0.49% | +11,822+129.9% | Added |
| Global Retirement Partners, LLC | 20,432 | $3.08M | 0.16% | +5,759+39.2% | Added |
| Axxcess Wealth Management, LLC | 20,661 | $3.05M | 0.24% | +1,644+8.6% | Added |
| CFO4Life Group, LLC | 20,655 | $3.05M | 0.69% | −186−0.9% | Reduced |
| Madden Securities Corp | 20,651 | $3.04M | 1.61% | −190−0.9% | Reduced |
| Stokes Family Office, LLC | 20,644 | $3.04M | 0.38% | −700−3.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,641 | $3.04M | 0.27% | +1,852+9.9% | Added |
| Mogy Joel R Investment Counsel Inc | 20,637 | $3.04M | 0.27% | −700−3.3% | Reduced |
| Peninsula Asset Management Inc | 20,615 | $3.04M | 1.90% | −455−2.2% | Reduced |
| Benjamin Edwards Inc | 20,559 | $3.03M | 0.74% | −736−3.5% | Reduced |