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 |
|---|---|---|---|---|---|
| AIMZ Investment Advisors, LLC | 17,635 | $2.60M | 1.16% | −162−0.9% | Reduced |
| Motley Fool Wealth Management, LLC | 17,581 | $2.59M | 0.16% | −764−4.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 17,549 | $2.59M | 0.52% | +261+1.5% | Added |
| Robbins Farley LLC | 17,482 | $2.58M | 1.90% | +455+2.7% | Added |
| Summit X, LLC | 17,469 | $2.58M | 0.67% | +14+0.1% | Added |
| Liberty One Investment Management, LLC | 17,448 | $2.57M | 0.35% | +1,646+10.4% | Added |
| Equitable Trust Co | 17,429 | $2.57M | 0.20% | +976+5.9% | Added |
| Cigna Investments Inc | 17,418 | $2.57M | 0.51% | −368−2.1% | Reduced |
| Sumitomo Life Insurance Co | 17,379 | $2.56M | 0.22% | −128−0.7% | Reduced |
| Northstar Group, Inc. | 17,347 | $2.56M | 0.66% | +10+0.1% | Added |
| Hollow Brook Wealth Management LLC | 17,332 | $2.56M | 1.21% | +641+3.8% | Added |
| Summit Asset Management, LLC | 17,303 | $2.55M | 0.70% | −422−2.4% | Reduced |
| Cito Capital Group, LLC | 17,200 | $2.55M | 1.27% | +300+1.8% | Added |
| Shay Capital LLC | 17,250 | $2.54M | 1.05% | +17,250 | New |
| North Star Investment Management Corp. | 17,197 | $2.54M | 0.21% | +4,312+33.5% | Added |
| West Branch Capital LLC | 17,151 | $2.53M | 1.41% | −67−0.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,136 | $2.53M | 0.26% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 17,312 | $2.52M | 0.08% | +17,312 | New |
| Vise Technologies, Inc. | 17,072 | $2.52M | 0.66% | +3,921+29.8% | Added |
| Fund Management at Engine No. 1 LLC | 17,007 | $2.51M | 0.50% | +1,471+9.5% | Added |
| Dorsey & Whitney Trust CO LLC | 16,992 | $2.51M | 0.23% | +257+1.5% | Added |
| Peddock Capital Advisors, LLC | 16,949 | $2.50M | 0.87% | +466+2.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,918 | $2.49M | 1.55% | +10.0% | Added |
| Miller Investment Management, LP | 16,910 | $2.49M | 0.41% | −359−2.1% | Reduced |
| Profund Advisors LLC | 16,896 | $2.49M | 0.15% | −10,394−38.1% | Reduced |
| Voloridge Investment Management, LLC | 16,881 | $2.49M | 0.01% | −10,011−37.2% | Reduced |
| Perigon Wealth Management, LLC | 16,773 | $2.47M | 0.14% | +13+0.1% | Added |
| ORG Partners LLC | 16,645 | $2.47M | 0.60% | +16,645 | New |
| Telemus Capital, LLC | 16,749 | $2.47M | 0.22% | −1,497−8.2% | Reduced |
| Harvey Capital Management Inc | 16,650 | $2.46M | 0.97% | 00.0% | Unchanged |
| AllGen Financial Advisors, Inc. | 16,570 | $2.44M | 1.71% | −318−1.9% | Reduced |
| Lavaca Capital LLC | 16,702 | $2.44M | 0.57% | +696+4.3% | Added |
| Octavia Wealth Advisors, LLC | 16,469 | $2.44M | 0.55% | −254−1.5% | Reduced |
| Convergence Investment Partners, LLC | 16,527 | $2.44M | 1.43% | −39−0.2% | Reduced |
| ProVise Management Group, LLC | 16,519 | $2.44M | 0.23% | +5,625+51.6% | Added |
| Roman Butler Fullerton & Co | 16,005 | $2.43M | 1.21% | +1,114+7.5% | Added |
| Dumont & Blake Investment Advisors LLC | 16,425 | $2.42M | 0.82% | −100−0.6% | Reduced |
| Equitable Holdings, Inc. | 16,416 | $2.42M | 0.04% | +1,433+9.6% | Added |
| Naples Global Advisors, LLC | 16,346 | $2.42M | 0.30% | +123+0.8% | Added |
| Harbor Investment Advisory, LLC | 16,335 | $2.41M | 0.36% | −1,303−7.4% | Reduced |
| Schechter Investment Advisors, LLC | 16,332 | $2.41M | 0.22% | +4,798+41.6% | Added |
| True Capital Management | 16,328 | $2.41M | 1.65% | +78+0.5% | Added |
| Marshall Financial Group LLC | 16,317 | $2.41M | 0.86% | −173−1.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 16,307 | $2.40M | 0.81% | −81−0.5% | Reduced |
| Lincoln Capital Corp | 16,262 | $2.40M | 1.39% | +16,262 | New |
| Hodges Capital Management Inc. | 17,146 | $2.39M | 0.20% | +740+4.5% | Added |
| Arlington Partners LLC | 16,137 | $2.38M | 0.34% | +1,369+9.3% | Added |
| Amussen Hunsaker Associates LLC | 16,130 | $2.38M | 0.60% | −111−0.7% | Reduced |
| Valmark Advisers, Inc. | 16,077 | $2.37M | 0.05% | +1,844+13.0% | Added |
| Citizens Financial Group Inc | 16,062 | $2.37M | 0.09% | −711−4.2% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,037 | $2.36M | 1.32% | 00.0% | Unchanged |
| Beacon Financial Group | 15,691 | $2.36M | 0.33% | −740−4.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,002 | $2.36M | 0.27% | +908+6.0% | Added |
| Beverly Hills Private Wealth, LLC | 15,988 | $2.36M | 0.73% | +3,845+31.7% | Added |
| New Hampshire Trust | 15,858 | $2.34M | 0.63% | −306−1.9% | Reduced |
| Bryn Mawr Trust Co | 15,841 | $2.34M | 0.10% | −70.0% | Reduced |
| Roberts Glore & Co Inc | 15,826 | $2.33M | 0.78% | −180−1.1% | Reduced |
| Parkside Financial Bank & Trust | 15,801 | $2.33M | 0.63% | +161+1.0% | Added |
| Altshuler Shaham Ltd | 15,702 | $2.32M | 0.05% | +15,701+1,570,100.0% | Added |
| Northstar Asset Management LLC | 15,657 | $2.31M | 0.68% | −430−2.7% | Reduced |
| Ropes Wealth Advisors LLC | 15,654 | $2.31M | 0.42% | −417−2.6% | Reduced |
| Private Trust Co NA | 15,651 | $2.31M | 0.31% | +895+6.1% | Added |
| Beech Hill Advisors, Inc. | 15,646 | $2.31M | 1.16% | −164−1.0% | Reduced |
| Dearborn Partners LLC | 15,618 | $2.30M | 0.09% | −1,649−9.6% | Reduced |
| WBI Investments | 15,590 | $2.30M | 0.46% | +15,590 | New |
| Freedom Day Solutions, LLC | 15,679 | $2.30M | 1.09% | −338−2.1% | Reduced |
| D.B. Root & Company, LLC | 15,558 | $2.29M | 0.90% | +1,066+7.4% | Added |
| Page Arthur B | 15,497 | $2.29M | 2.14% | −45−0.3% | Reduced |
| Ledyard National Bank | 15,478 | $2.28M | 0.26% | −137−0.9% | Reduced |
| Hudson Value Partners, LLC | 15,470 | $2.28M | 1.30% | +100+0.7% | Added |
| Duff & Phelps Investment Management Co | 15,456 | $2.28M | 0.03% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 15,308 | $2.26M | 0.05% | −3,461−18.4% | Reduced |
| C2C Wealth Management, LLC | 15,058 | $2.25M | 0.36% | +79+0.5% | Added |
| Duncker Streett & Co Inc | 15,236 | $2.25M | 0.54% | −264−1.7% | Reduced |
| JCIC Asset Management Inc. | 15,210 | $2.24M | 1.04% | +741+5.1% | Added |
| Ronald Blue Trust, Inc. | 15,802 | $2.24M | 0.04% | +799+5.3% | Added |
| Desjardins Global Asset Management Inc. | 15,120 | $2.23M | 0.28% | +403+2.7% | Added |
| Proquility Private Wealth Partners, LLC | 15,113 | $2.23M | 0.89% | +7,041+87.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.22M | 1.67% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 14,971 | $2.22M | 0.18% | +817+5.8% | Added |
| Allen Capital Group, LLC | 15,017 | $2.21M | 0.42% | +15,017 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.21M | 0.66% | 00.0% | Unchanged |
| Ulysses Management LLC | 15,000 | $2.21M | 0.67% | +15,000 | New |
| Hilltop Holdings Inc. | 14,958 | $2.21M | 0.30% | −398−2.6% | Reduced |
| Geneva Capital Management LLC | 14,917 | $2.20M | 0.04% | −1,112−6.9% | Reduced |
| Members Capital Advisors Inc | 14,905 | $2.20M | 1.59% | 00.0% | Unchanged |
| Smithfield Trust Co | 14,923 | $2.20M | 0.14% | −299−2.0% | Reduced |
| Providence Wealth Advisors, LLC | 14,563 | $2.18M | 1.61% | −37−0.3% | Reduced |
| Welch Group, LLC | 14,774 | $2.18M | 0.13% | +394+2.7% | Added |
| Providence First Trust Co | 14,736 | $2.17M | 1.25% | −326−2.2% | Reduced |
| ICW Investment Advisors LLC | 14,729 | $2.17M | 1.23% | +250+1.7% | Added |
| HighTower Trust Services, LTA | 15,844 | $2.17M | 0.21% | +4,243+36.6% | Added |
| Lineweaver Wealth Advisors, LLC | 14,693 | $2.17M | 0.67% | +505+3.6% | Added |
| Systematic Alpha Investments, LLC | 14,700 | $2.17M | 0.11% | 00.0% | Unchanged |
| NTV Asset Management LLC | 14,686 | $2.17M | 0.40% | −330−2.2% | Reduced |
| Kovack Advisors, Inc. | 14,681 | $2.16M | 0.30% | −350−2.3% | Reduced |
| Successful Portfolios LLC | 14,666 | $2.16M | 1.36% | −168−1.1% | Reduced |
| Riverbridge Partners LLC | 14,631 | $2.16M | 0.03% | −526−3.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 14,604 | $2.15M | 0.81% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 14,568 | $2.15M | 0.36% | +14,568 | New |