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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 101,723 | $15.0M | 0.52% | +217+0.2% | Added |
| HM Payson & Co | 101,407 | $15.0M | 0.36% | +938+0.9% | Added |
| Managed Asset Portfolios, LLC | 101,094 | $14.9M | 2.26% | +1,083+1.1% | Added |
| ClariVest Asset Management LLC | 101,044 | $14.9M | 0.67% | −38,884−27.8% | Reduced |
| Bellecapital International Ltd. | 101,028 | $14.9M | 3.70% | +319+0.3% | Added |
| Susquehanna Fundamental Investments, LLC | 100,969 | $14.9M | 0.35% | −77,034−43.3% | Reduced |
| Independent Advisor Alliance | 100,254 | $14.8M | 0.71% | −1,183−1.2% | Reduced |
| Sonora Investment Management Group, LLC | 100,059 | $14.8M | 1.29% | +742+0.7% | Added |
| Empyrean Capital Partners, LP | 100,000 | $14.7M | 0.60% | +100,000 | New |
| Westchester Capital Management, Inc. | 99,776 | $14.7M | 4.23% | −1,302−1.3% | Reduced |
| Gotham Asset Management, LLC | 99,582 | $14.7M | 0.36% | +3,173+3.3% | Added |
| Moore Capital Management, LP | 98,396 | $14.5M | 0.45% | +98,396 | New |
| FineMark National Bank & Trust | 97,999 | $14.4M | 0.62% | +3,757+4.0% | Added |
| Calamos Wealth Management LLC | 97,664 | $14.4M | 1.13% | −3,252−3.2% | Reduced |
| Kestra Private Wealth Services, LLC | 97,603 | $14.4M | 0.57% | +22,790+30.5% | Added |
| Hudson Bay Capital Management LP | 97,465 | $14.4M | 0.16% | +97,465 | New |
| CV Advisors LLC | 97,134 | $14.3M | 13.58% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 96,808 | $14.3M | 0.84% | −633−0.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 96,726 | $14.3M | 0.66% | +43,909+83.1% | Added |
| Sandy Spring Bank | 96,130 | $14.2M | 0.80% | −1,092−1.1% | Reduced |
| Verition Fund Management LLC | 94,984 | $14.0M | 0.22% | +63,649+203.1% | Added |
| Gradient Investments LLC | 94,780 | $14.0M | 0.38% | +23,677+33.3% | Added |
| BTC Capital Management, Inc. | 94,724 | $13.9M | 1.60% | +2,209+2.4% | Added |
| Simmons Bank | 93,387 | $13.8M | 1.18% | −2,294−2.4% | Reduced |
| Sather Financial Group Inc | 93,035 | $13.7M | 1.19% | 00.0% | Unchanged |
| VGI Partners Ltd | 92,795 | $13.7M | 2.67% | +92,795 | New |
| South State Corp. | 91,381 | $13.5M | 1.24% | −2,779−3.0% | Reduced |
| Louisiana State Employees Retirement System | 91,200 | $13.4M | 0.34% | 00.0% | Unchanged |
| Van Eck Associates Corp | 91,160 | $13.4M | 0.03% | +16,905+22.8% | Added |
| TCTC Holdings, LLC | 91,087 | $13.4M | 0.54% | +1,913+2.1% | Added |
| Wesbanco Bank Inc | 90,606 | $13.4M | 0.58% | +230.0% | Added |
| Cambridge Trust Co | 90,492 | $13.3M | 0.64% | +318+0.4% | Added |
| Banco Santander, S.A. | 90,016 | $13.3M | 0.20% | −80.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 89,993 | $13.3M | 1.98% | +3,339+3.9% | Added |
| Atria Wealth Solutions, Inc. | 89,828 | $13.3M | 0.20% | +14,382+19.1% | Added |
| Hilton Capital Management, LLC | 93,358 | $13.2M | 1.73% | −2,943−3.1% | Reduced |
| Janney Capital Management LLC | 88,688 | $13.1M | 0.98% | −2,356−2.6% | Reduced |
| Swiss Life Asset Management Ltd | 88,549 | $13.1M | 0.20% | +9,683+12.3% | Added |
| Atwood & Palmer Inc | 88,355 | $13.0M | 1.22% | +1,605+1.9% | Added |
| Rafferty Asset Management, LLC | 88,134 | $13.0M | 0.09% | +6,635+8.1% | Added |
| HB Wealth Management, LLC | 88,122 | $13.0M | 0.23% | −60−0.1% | Reduced |
| MAI Capital Management | 87,902 | $13.0M | 0.21% | −3,124−3.4% | Reduced |
| Advisors Capital Management, LLC | 87,819 | $12.9M | 0.34% | −5,296−5.7% | Reduced |
| First Nebraska Trust Co | 87,452 | $12.9M | 1.62% | −1,310−1.5% | Reduced |
| Pacer Advisors, Inc. | 87,404 | $12.9M | 0.06% | +10,587+13.8% | Added |
| Invictus Private Wealth, LLC | 87,315 | $12.9M | 1.51% | −39,427−31.1% | Reduced |
| Guardian Capital Advisors LP | 85,849 | $12.8M | 1.48% | +70+0.1% | Added |
| Prospera Financial Services Inc | 86,751 | $12.8M | 0.53% | +25,792+42.3% | Added |
| Stonebridge Capital Advisors LLC | 86,317 | $12.7M | 1.45% | +615+0.7% | Added |
| Marco Investment Management LLC | 85,726 | $12.6M | 1.42% | −120−0.1% | Reduced |
| Staley Capital Advisers Inc | 85,656 | $12.6M | 0.71% | −1,750−2.0% | Reduced |
| LMCG Investments, LLC | 85,589 | $12.6M | 0.84% | −1,236−1.4% | Reduced |
| Stillwater Capital Advisors, LLC | 85,528 | $12.6M | 2.45% | −160.0% | Reduced |
| Forbes J M & Co LLP | 85,106 | $12.5M | 1.72% | +1,827+2.2% | Added |
| Moors & Cabot, Inc. | 84,865 | $12.5M | 0.86% | −944−1.1% | Reduced |
| Cutler Investment Counsel LLC | 84,196 | $12.5M | 1.93% | −203−0.2% | Reduced |
| CIBC World Markets Corp | 84,457 | $12.5M | 0.20% | −206,001−70.9% | Reduced |
| JustInvest LLC | 83,540 | $12.3M | 0.43% | +2,646+3.3% | Added |
| LGT Group Foundation | 83,266 | $12.3M | 0.35% | −8,287−9.1% | Reduced |
| Hamel Associates, Inc. | 82,426 | $12.2M | 4.21% | −175−0.2% | Reduced |
| North Fourth Asset Management, LP | 82,328 | $12.1M | 6.05% | +82,328 | New |
| Alerus Financial NA | 82,041 | $12.1M | 1.08% | +18,413+28.9% | Added |
| Parthenon LLC | 81,495 | $12.0M | 1.84% | +855+1.1% | Added |
| Avalon Investment & Advisory | 80,444 | $11.9M | 0.32% | +78,374+3,786.2% | Added |
| Farmers Trust Co | 80,336 | $11.8M | 2.61% | −181−0.2% | Reduced |
| Advisory Services Network, LLC | 80,268 | $11.8M | 0.33% | +1,218+1.5% | Added |
| CSM Advisors, LLC | 80,191 | $11.8M | 1.02% | −1,210−1.5% | Reduced |
| Segment Wealth Management, LLC | 80,013 | $11.8M | 1.33% | +976+1.2% | Added |
| Canal Insurance CO | 80,000 | $11.8M | 3.21% | 00.0% | Unchanged |
| Wealth High Governance Capital Ltda | 80,000 | $11.8M | 5.26% | +80,000 | New |
| Boyer & Corporon Wealth Management, LLC | 79,607 | $11.7M | 3.72% | +758+1.0% | Added |
| Hantz Financial Services, Inc. | 79,168 | $11.7M | 0.32% | +1,577+2.0% | Added |
| Candriam Luxembourg S.C.A. | 85,266 | $11.6M | 0.08% | +7,488+9.6% | Added |
| James Investment Research Inc | 78,181 | $11.5M | 1.53% | −1,080−1.4% | Reduced |
| Brown Brothers Harriman & Co | 77,432 | $11.4M | 0.10% | +3,685+5.0% | Added |
| Venturi Wealth Management, LLC | 76,768 | $11.3M | 0.93% | +340+0.4% | Added |
| Brookstone Capital Management | 75,606 | $11.3M | 0.22% | −1,923−2.5% | Reduced |
| Lee Danner & Bass Inc | 76,345 | $11.3M | 1.04% | −345−0.4% | Reduced |
| Montag A & Associates Inc | 75,825 | $11.2M | 0.73% | +85+0.1% | Added |
| Fiduciary Group LLC | 75,496 | $11.1M | 1.45% | −1,663−2.2% | Reduced |
| Segall Bryant & Hamill, LLC | 75,408 | $11.1M | 0.12% | −1,925−2.5% | Reduced |
| Dodge & Cox | 75,405 | $11.1M | 0.01% | −1,775−2.3% | Reduced |
| First Trust Advisors LP | 75,367 | $11.1M | 0.01% | −1,213,895−94.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 75,326 | $11.1M | 0.25% | −488−0.6% | Reduced |
| SeaTown Holdings Pte. Ltd. | 75,100 | $11.1M | 1.51% | −13,900−15.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 74,955 | $11.1M | 0.13% | +16,374+28.0% | Added |
| First National Bank of Omaha | 74,949 | $11.1M | 0.67% | −2,746−3.5% | Reduced |
| Edge Wealth Management LLC | 74,780 | $11.0M | 2.52% | −2,722−3.5% | Reduced |
| Shelter Mutual Insurance Co | 74,372 | $11.0M | 3.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 74,333 | $11.0M | 0.15% | −2,062−2.7% | Reduced |
| Lynch & Associates | 74,178 | $10.9M | 2.87% | −1,414−1.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 74,144 | $10.9M | 1.57% | +4,890+7.1% | Added |
| Tompkins Financial Corp | 73,899 | $10.9M | 1.77% | −264−0.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 73,586 | $10.8M | 0.19% | +3,372+4.8% | Added |
| American National Bank | 73,123 | $10.8M | 1.99% | +8,906+13.9% | Added |
| Aptus Capital Advisors, LLC | 72,980 | $10.8M | 0.31% | −23,623−24.5% | Reduced |
| BKD Wealth Advisors, LLC | 72,944 | $10.8M | 0.35% | +2,788+4.0% | Added |
| Twin Tree Management, LP | 72,563 | $10.7M | 0.30% | +72,563 | New |
| Picton Mahoney Asset Management | 72,385 | $10.7M | 0.54% | +23,022+46.6% | Added |
| Buckhead Capital Management LLC | 72,356 | $10.7M | 2.51% | −279−0.4% | Reduced |