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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 174,194 | $25.7M | 0.33% | +16,047+10.1% | Added |
| Orion Portfolio Solutions, LLC | 174,194 | $25.7M | 0.33% | +158,069+980.3% | Added |
| Vestcor Inc | 173,687 | $25.6M | 0.94% | −1,733−1.0% | Reduced |
| United Services Automobile Association | 172,675 | $25.5M | 0.82% | +44,151+34.4% | Added |
| Willis Investment Counsel | 171,814 | $25.3M | 1.65% | −7,516−4.2% | Reduced |
| Element Capital Management LLC | 169,625 | $25.0M | 1.89% | +169,625 | New |
| Panagora Asset Management Inc | 167,972 | $24.8M | 0.16% | +57,393+51.9% | Added |
| Oppenheimer & Co Inc | 166,893 | $24.6M | 0.52% | −980−0.6% | Reduced |
| Oakworth Capital, Inc. | 166,423 | $24.5M | 2.19% | +1,339+0.8% | Added |
| Cornerstone Advisors, LLC | 165,400 | $24.4M | 1.13% | +80,000+93.7% | Added |
| Czech National Bank | 165,214 | $24.4M | 0.60% | −410.0% | Reduced |
| First Horizon Advisors, Inc. | 165,149 | $24.4M | 0.87% | +9,019+5.8% | Added |
| Cinctive Capital Management LP | 164,455 | $24.2M | 0.90% | +111,912+213.0% | Added |
| Welch & Forbes LLC | 164,054 | $24.2M | 0.41% | +1,775+1.1% | Added |
| Nissay Asset Management Corp | 163,156 | $24.1M | 0.21% | −21,780−11.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 162,661 | $24.0M | 0.44% | +12,760+8.5% | Added |
| Raymond James Trust N.A. | 161,649 | $23.8M | 0.75% | +5,857+3.8% | Added |
| Farmers & Merchants Investments Inc | 161,560 | $23.8M | 0.95% | +6,435+4.1% | Added |
| Worldquant Millennium Advisors LLC | 160,931 | $23.7M | 0.44% | +102,059+173.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 157,843 | $23.3M | 0.08% | −8,036−4.8% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 157,700 | $23.3M | 0.29% | 00.0% | Unchanged |
| GWM Advisors LLC | 156,394 | $23.1M | 0.29% | +2,629+1.7% | Added |
| CIBC Private Wealth Group, LLC | 294,256 | $22.9M | 0.07% | −12,413−4.0% | Reduced |
| Mane Global Capital Management LP | 154,553 | $22.8M | 2.47% | +154,553 | New |
| Private Advisor Group, LLC | 152,122 | $22.4M | 0.21% | +4,326+2.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 151,500 | $22.3M | 0.31% | +21,500+16.5% | Added |
| Argent Trust Co | 151,323 | $22.3M | 1.41% | −515−0.3% | Reduced |
| Baader Bank INC | 151,366 | $22.3M | 1.68% | −7,649−4.8% | Reduced |
| Kestra Advisory Services, LLC | 150,363 | $22.2M | 0.24% | −42,814−22.2% | Reduced |
| Shellback Capital, LP | 150,000 | $22.1M | 2.49% | +130,000+650.0% | Added |
| Lido Advisors, LLC | 149,746 | $22.1M | 0.31% | +13,637+10.0% | Added |
| Country Club Bank | 151,299 | $22.0M | 1.81% | −902−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 148,191 | $21.9M | 0.90% | −14,020−8.6% | Reduced |
| Tiaa, FSB | 147,845 | $21.8M | 0.08% | −1,423−1.0% | Reduced |
| Peapack Gladstone Financial Corp | 145,985 | $21.7M | 0.41% | +790+0.5% | Added |
| Crossmark Global Holdings, Inc. | 146,847 | $21.7M | 0.51% | +260+0.2% | Added |
| South Dakota Investment Council | 145,697 | $21.5M | 0.46% | −1,800−1.2% | Reduced |
| Guggenheim Capital LLC | 145,504 | $21.5M | 0.18% | −6,816−4.5% | Reduced |
| Greenwood Gearhart Inc | 145,180 | $21.4M | 2.72% | +7,321+5.3% | Added |
| Wealthfront Advisers LLC | 142,590 | $21.0M | 0.10% | −5,714−3.9% | Reduced |
| Brown Advisory Inc | 140,332 | $20.7M | 0.04% | −2,057−1.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 138,385 | $20.5M | 0.40% | −1,809−1.3% | Reduced |
| Bartlett & Co. LLC | 138,385 | $20.5M | 0.40% | −1,809−1.3% | Reduced |
| Rockland Trust Co | 137,548 | $20.3M | 1.27% | +119+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 135,151 | $19.9M | 0.20% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 133,487 | $19.7M | 0.21% | −303−0.2% | Reduced |
| Novare Capital Management LLC | 131,608 | $19.4M | 2.21% | +1,988+1.5% | Added |
| Community Trust & Investment Co | 131,325 | $19.4M | 1.67% | +238+0.2% | Added |
| Prudential PLC | 130,431 | $19.2M | 0.23% | −6,783−4.9% | Reduced |
| Destination Wealth Management | 128,675 | $19.0M | 0.72% | +553+0.4% | Added |
| Avantax Advisory Services, Inc. | 128,259 | $18.9M | 0.23% | +14,349+12.6% | Added |
| GW Henssler & Associates Ltd | 126,558 | $18.7M | 1.24% | +1,004+0.8% | Added |
| Brandywine Global Investment Management, LLC | 126,475 | $18.6M | 0.15% | −251−0.2% | Reduced |
| First National Trust Co | 126,421 | $18.6M | 0.99% | −1,160−0.9% | Reduced |
| Covea Finance | 125,570 | $18.5M | 1.05% | −168,916−57.4% | Reduced |
| Macquarie Group Ltd | 124,441 | $18.3M | 0.02% | −346,722−73.6% | Reduced |
| Pinnacle Associates Ltd | 124,084 | $18.3M | 0.37% | +1,892+1.5% | Added |
| Sequoia Financial Advisors, LLC | 123,577 | $18.2M | 0.41% | +8,456+7.3% | Added |
| Azimuth Capital Investment Management LLC | 122,933 | $18.1M | 0.89% | −1,596−1.3% | Reduced |
| Great West Life Assurance Co | 122,592 | $17.9M | 0.04% | −24,754−16.8% | Reduced |
| Boothbay Fund Management, LLC | 120,438 | $17.8M | 0.51% | +111,132+1,194.2% | Added |
| Easterly Investment Partners LLC | 119,961 | $17.7M | 1.56% | +17,979+17.6% | Added |
| Elo Mutual Pension Insurance Co | 119,199 | $17.6M | 0.56% | +2,489+2.1% | Added |
| Core Alternative Capital | 119,121 | $17.6M | 2.34% | −4,623−3.7% | Reduced |
| LSV Asset Management | 118,200 | $17.4M | 0.04% | −21,300−15.3% | Reduced |
| Hartford Investment Management Co | 118,063 | $17.4M | 0.59% | +15,099+14.7% | Added |
| Beck Mack & Oliver LLC | 117,631 | $17.3M | 0.50% | −2,550−2.1% | Reduced |
| Synovus Financial Corp | 117,317 | $17.3M | 0.19% | −735−0.6% | Reduced |
| Walleye Capital LLC | 116,343 | $17.2M | 0.35% | +116,343 | New |
| Securian Asset Management, Inc | 116,110 | $17.1M | 0.46% | +78+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 115,347 | $17.0M | 4.65% | +115,347 | New |
| Dana Investment Advisors, Inc. | 114,272 | $16.8M | 0.86% | −2,581−2.2% | Reduced |
| Capital Investment Counsel, Inc | 113,193 | $16.7M | 3.81% | −8,861−7.3% | Reduced |
| BancorpSouth Bank | 113,084 | $16.7M | 1.54% | +825+0.7% | Added |
| Gratus Capital LLC | 112,838 | $16.6M | 1.28% | +257+0.2% | Added |
| Maryland State Retirement & Pension System | 112,534 | $16.6M | 0.37% | +1,133+1.0% | Added |
| Salem Investment Counselors Inc | 112,083 | $16.6M | 0.66% | −4,456−3.8% | Reduced |
| Anchor Capital Advisors LLC | 112,431 | $16.6M | 0.44% | +710+0.6% | Added |
| Whittier Trust Co | 111,200 | $16.4M | 0.30% | −1,756−1.6% | Reduced |
| Kentucky Retirement Systems | 110,879 | $16.3M | 0.60% | −1,188−1.1% | Reduced |
| D.A. Davidson & Co. | 110,173 | $16.2M | 0.18% | +2,610+2.4% | Added |
| Atria Investments LLC | 109,356 | $16.1M | 0.31% | +12,733+13.2% | Added |
| Oregon Public Employees Retirement Fund | 108,502 | $16.0M | 0.20% | −433−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 108,015 | $15.9M | 0.83% | −12,711−10.5% | Reduced |
| Exchange Traded Concepts, LLC | 107,980 | $15.9M | 0.44% | +10,560+10.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 107,716 | $15.9M | 0.58% | +1,598+1.5% | Added |
| Northeast Investment Management | 107,530 | $15.9M | 0.96% | −468−0.4% | Reduced |
| Norinchukin Bank, The | 107,517 | $15.9M | 0.31% | +2,236+2.1% | Added |
| Oppenheimer Asset Management Inc. | 107,490 | $15.8M | 0.24% | +161+0.2% | Added |
| Applied Finance Capital Management, LLC | 106,380 | $15.7M | 1.95% | +746+0.7% | Added |
| Washington Trust Co | 106,366 | $15.7M | 0.71% | −979−0.9% | Reduced |
| Asset Advisors Investment Management, LLC | 106,048 | $15.6M | 2.05% | −1,125−1.0% | Reduced |
| Massmutual Trust Co FSB | 105,937 | $15.6M | 0.60% | +4,112+4.0% | Added |
| Polar Asset Management Partners Inc. | 105,800 | $15.6M | 0.28% | −45,800−30.2% | Reduced |
| Lathrop Investment Management Corp | 104,829 | $15.5M | 3.28% | −1,380−1.3% | Reduced |
| Snowden Capital Advisors LLC | 104,810 | $15.5M | 0.60% | +1,415+1.4% | Added |
| National Asset Management, Inc. | 104,387 | $15.4M | 0.41% | −2,367−2.2% | Reduced |
| Vontobel Holding Ltd. | 103,324 | $15.2M | 0.14% | −7,713−6.9% | Reduced |
| Edge Capital Group, LLC | 102,772 | $15.2M | 0.93% | +14,563+16.5% | Added |
| Bollard Group LLC | 102,443 | $15.1M | 0.55% | +328+0.3% | Added |