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 |
|---|---|---|---|---|---|
| Richelieu Gestion PLC | 20,519 | $3.03M | 2.73% | +3,278+19.0% | Added |
| Telos Capital Management, Inc. | 20,421 | $3.01M | 0.42% | −2,334−10.3% | Reduced |
| Meridian Investment Counsel Inc. | 20,412 | $3.01M | 1.14% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20,029 | $3.01M | 1.81% | +4,241+26.9% | Added |
| High Note Wealth, LLC | 20,389 | $3.01M | 1.24% | −63−0.3% | Reduced |
| Vickerman Investment Advisors, Inc. | 20,389 | $3.01M | 1.19% | −37−0.2% | Reduced |
| NFJ Investment Group, LLC | 20,336 | $3.00M | 0.08% | −163,638−88.9% | Reduced |
| Rossmore Private Capital | 20,316 | $3.00M | 0.47% | +201+1.0% | Added |
| Benedict Financial Advisors Inc | 20,211 | $2.98M | 0.84% | −362−1.8% | Reduced |
| Silphium Asset Management Ltd | 20,200 | $2.98M | 2.52% | +9,500+88.8% | Added |
| CAPROCK Group, Inc. | 20,105 | $2.98M | 0.23% | +6,981+53.2% | Added |
| Aries Wealth Management | 20,144 | $2.97M | 1.22% | −133−0.7% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.97M | 2.78% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 20,110 | $2.97M | 0.31% | −1,646−7.6% | Reduced |
| Girard Partners Ltd. | 20,062 | $2.96M | 0.33% | −2,676−11.8% | Reduced |
| Capital Investment Advisory Services, LLC | 20,042 | $2.96M | 0.35% | −260−1.3% | Reduced |
| Kinloch Capital, LLC | 19,957 | $2.94M | 1.72% | +1,478+8.0% | Added |
| Foyston, Gordon, & Payne Inc | 19,950 | $2.94M | 0.79% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 19,953 | $2.94M | 0.30% | −3,034−13.2% | Reduced |
| GYL Financial Synergies, LLC | 19,799 | $2.92M | 0.35% | +13,819+231.1% | Added |
| Argonautica Private Wealth Management, Inc | 19,783 | $2.92M | 1.47% | −2,156−9.8% | Reduced |
| Credit Agricole S A | 19,778 | $2.92M | 0.12% | +1,545+8.5% | Added |
| Vectors Research Management, LLC | 19,774 | $2.92M | 0.75% | −197−1.0% | Reduced |
| Bensler, LLC | 19,741 | $2.91M | 0.59% | +186+1.0% | Added |
| Belpointe Asset Management LLC | 19,722 | $2.91M | 0.16% | −4,304−17.9% | Reduced |
| CWA Asset Management Group, LLC | 19,678 | $2.90M | 0.22% | −28,724−59.3% | Reduced |
| Garner Asset Management Corp | 19,677 | $2.90M | 1.38% | +35+0.2% | Added |
| Bridgeway Capital Management, LLC | 19,672 | $2.90M | 0.08% | −2,638−11.8% | Reduced |
| Exos TFP Holdings LLC | 19,627 | $2.89M | 0.73% | +10,168+107.5% | Added |
| Centerstone Investors, LLC | 19,580 | $2.89M | 3.40% | +4,940+33.7% | Added |
| Meeder Advisory Services, Inc. | 19,580 | $2.89M | 0.33% | +1,223+6.7% | Added |
| 180 Wealth Advisors, LLC | 19,464 | $2.87M | 0.67% | −1,342−6.5% | Reduced |
| HNP Capital LLC | 19,385 | $2.86M | 0.80% | −282−1.4% | Reduced |
| Cozad Asset Management Inc | 19,339 | $2.85M | 0.38% | +9,160+90.0% | Added |
| Haverford Trust Co | 19,287 | $2.84M | 0.03% | −1,200−5.9% | Reduced |
| Deane Retirement Strategies, Inc. | 19,267 | $2.84M | 1.56% | +383+2.0% | Added |
| Forum Financial Management, LP | 19,224 | $2.83M | 0.08% | −50.0% | Reduced |
| Mattern Wealth Management LLC | 19,224 | $2.83M | 0.94% | +159+0.8% | Added |
| AlphaQ Advisors LLC | 19,131 | $2.82M | 2.40% | −2,192−10.3% | Reduced |
| Advocate Group LLC | 19,100 | $2.82M | 0.61% | −2,064−9.8% | Reduced |
| Silverleafe Capital Partners, LLC | 19,083 | $2.81M | 1.81% | −639−3.2% | Reduced |
| Citizens Business Bank | 19,069 | $2.81M | 0.65% | −867−4.3% | Reduced |
| Tiedemann Advisors, LLC | 18,932 | $2.80M | 0.13% | +20.0% | Added |
| Vident Investment Advisory, LLC | 18,982 | $2.80M | 0.09% | −1,117−5.6% | Reduced |
| Outfitter Financial LLC | 18,940 | $2.79M | 2.51% | +130+0.7% | Added |
| Rehmann Capital Advisory Group | 18,928 | $2.79M | 0.26% | +70+0.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 18,928 | $2.79M | 1.49% | +80.0% | Added |
| KG&L Capital Management,LLC | 18,925 | $2.79M | 1.46% | −1,740−8.4% | Reduced |
| Pathway Financial Advisers, LLC | 18,926 | $2.79M | 1.12% | +167+0.9% | Added |
| TrinityPoint Wealth, LLC | 18,921 | $2.79M | 0.60% | +809+4.5% | Added |
| Geneos Wealth Management Inc. | 18,906 | $2.79M | 0.17% | −181−0.9% | Reduced |
| Archford Capital Strategies, LLC | 18,602 | $2.78M | 0.58% | +870+4.9% | Added |
| Brighton Jones LLC | 18,861 | $2.78M | 0.16% | −2,344−11.1% | Reduced |
| Bowen Hanes & Co Inc | 18,825 | $2.78M | 0.10% | −3,250−14.7% | Reduced |
| Pensionfund Sabic | 18,800 | $2.77M | 0.97% | −2,500−11.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 18,795 | $2.77M | 0.86% | +131+0.7% | Added |
| Wunderlich Capital Managemnt | 18,776 | $2.77M | 1.44% | +11+0.1% | Added |
| Checchi Capital Advisers, LLC | 18,752 | $2.77M | 0.27% | +381+2.1% | Added |
| Golden State Equity Partners | 18,723 | $2.76M | 1.49% | +18,723 | New |
| Mather Group, LLC. | 18,722 | $2.76M | 0.05% | −6,725−26.4% | Reduced |
| Bessemer Securities LLC | 18,717 | $2.76M | 1.29% | +1,900+11.3% | Added |
| Anchor Investment Management, LLC | 18,716 | $2.76M | 0.38% | +1,022+5.8% | Added |
| Thomasville National Bank | 18,601 | $2.74M | 0.28% | +11+0.1% | Added |
| Reuter James Wealth Management, LLC | 18,573 | $2.74M | 1.92% | −8,540−31.5% | Reduced |
| We Are One Seven, LLC | 18,523 | $2.73M | 0.17% | +1,125+6.5% | Added |
| Waddell & Associates, LLC | 18,512 | $2.73M | 0.43% | −15−0.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,500 | $2.73M | 1.96% | +250+1.4% | Added |
| CIC Wealth, LLC | 18,463 | $2.72M | 1.03% | −316−1.7% | Reduced |
| Mitchell Sinkler & Starr | 18,453 | $2.72M | 0.80% | +2,050+12.5% | Added |
| Westmount Partners, LLC | 18,382 | $2.71M | 1.25% | +314+1.7% | Added |
| Centaurus Financial, Inc. | 18,372 | $2.71M | 0.22% | +4,533+32.8% | Added |
| Clarius Group, LLC | 18,351 | $2.71M | 0.23% | −1,473−7.4% | Reduced |
| Delta Financial Advisors LLC | 18,342 | $2.70M | 1.30% | −64−0.3% | Reduced |
| Summit Place Financial Advisors, LLC | 18,332 | $2.70M | 1.92% | +1,250+7.3% | Added |
| MV Capital Management, Inc. | 18,329 | $2.70M | 0.38% | +1,044+6.0% | Added |
| Rocky Mountain Advisers, LLC | 18,308 | $2.70M | 1.44% | −298−1.6% | Reduced |
| Quadrant Capital Group LLC | 18,293 | $2.70M | 0.28% | +676+3.8% | Added |
| Eads & Heald Wealth Management | 18,230 | $2.69M | 1.33% | +517+2.9% | Added |
| Douglass Winthrop Advisors, LLC | 18,206 | $2.68M | 0.07% | −250−1.4% | Reduced |
| Twin Capital Management Inc | 18,196 | $2.68M | 0.37% | −1,188−6.1% | Reduced |
| Mendel Capital Management LLC | 18,159 | $2.68M | 2.42% | +155+0.9% | Added |
| Johnson Financial Group, Inc. | 18,133 | $2.68M | 0.19% | +2,221+14.0% | Added |
| RSM US Wealth Management LLC | 18,122 | $2.67M | 0.09% | +8,527+88.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 18,091 | $2.67M | 1.51% | +1,391+8.3% | Added |
| Garrett Investment Advisors LLC | 18,022 | $2.66M | 0.42% | +1,844+11.4% | Added |
| Hemenway Trust Co LLC | 18,015 | $2.66M | 0.28% | −1,397−7.2% | Reduced |
| Comgest Global Investors S.A.S. | 18,015 | $2.66M | 0.05% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 18,013 | $2.66M | 0.50% | +492+2.8% | Added |
| J. W. Coons Advisors, LLC | 17,931 | $2.64M | 0.76% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 17,904 | $2.64M | 0.66% | +692+4.0% | Added |
| Fairfield, Bush & Co. | 17,881 | $2.64M | 0.93% | −97−0.5% | Reduced |
| Kensington Investment Counsel, LLC | 17,870 | $2.63M | 1.99% | +1,046+6.2% | Added |
| Flagship Harbor Advisors, LLC | 17,867 | $2.63M | 0.25% | +29+0.2% | Added |
| Old Second National Bank of Aurora | 17,833 | $2.63M | 0.77% | −2,033−10.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 17,737 | $2.62M | 1.79% | +336+1.9% | Added |
| Wambolt & Associates, LLC | 17,569 | $2.61M | 0.93% | +50+0.3% | Added |
| Diligent Investors, LLC | 17,703 | $2.61M | 0.81% | −14−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 17,046 | $2.61M | 0.81% | +374+2.2% | Added |
| Bank Ozk | 17,685 | $2.61M | 1.29% | −729−4.0% | Reduced |
| Integrated Advisors Network LLC | 17,671 | $2.61M | 0.16% | +195+1.1% | Added |