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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 72,151 | $10.6M | 0.37% | +64,906+895.9% | Added |
| Advisor Partners II, LLC | 72,096 | $10.6M | 0.59% | +3,592+5.2% | Added |
| Foster Victor Wealth Advisors, LLC | 72,151 | $10.6M | 1.29% | +3,467+5.0% | Added |
| ARS Wealth Advisors Group, LLC | 71,818 | $10.6M | 1.95% | −4,219−5.5% | Reduced |
| Mastrapasqua Asset Management Inc | 71,699 | $10.6M | 1.30% | −218−0.3% | Reduced |
| CBOE Vest Financial, LLC | 70,802 | $10.4M | 1.42% | +5,244+8.0% | Added |
| Arvest Trust Co N A | 70,427 | $10.4M | 0.65% | +251+0.4% | Added |
| Sawtooth Solutions, LLC | 69,861 | $10.3M | 0.27% | +38,623+123.6% | Added |
| Callahan Advisors, LLC | 69,022 | $10.2M | 1.31% | −30.0% | Reduced |
| Whitener Capital Management, Inc. | 68,814 | $10.1M | 4.24% | −505−0.7% | Reduced |
| Cetera Advisors LLC | 68,426 | $10.1M | 0.17% | +779+1.2% | Added |
| Quantitative Investment Management, LLC | 68,089 | $10.0M | 2.12% | −4,339−6.0% | Reduced |
| Walleye Trading LLC | 67,874 | $10.0M | 0.36% | +56,298+486.3% | Added |
| Hartline Investment Corp | 67,522 | $9.96M | 1.99% | −200−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 66,738 | $9.84M | 0.23% | +2,409+3.7% | Added |
| Ziegler Capital Management, LLC | 66,633 | $9.83M | 0.39% | −12,727−16.0% | Reduced |
| Meitav Dash Investments Ltd | 64,790 | $9.80M | 0.17% | −2,380−3.5% | Reduced |
| Patten & Patten Inc | 66,254 | $9.77M | 0.86% | +1,831+2.8% | Added |
| Foster & Motley Inc | 65,990 | $9.73M | 0.79% | −2,469−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 65,850 | $9.71M | 0.31% | +28,382+75.7% | Added |
| LMG Wealth Partners, LLC | 65,793 | $9.70M | 3.13% | +1,494+2.3% | Added |
| Rowland & Co Investment Counsel | 65,472 | $9.65M | 2.35% | +164+0.3% | Added |
| New Mexico Educational Retirement Board | 65,293 | $9.63M | 0.49% | −2,100−3.1% | Reduced |
| Parkside Investments, LLC | 65,287 | $9.63M | 1.81% | +5,260+8.8% | Added |
| Pinnbrook Capital Management LP | 65,248 | $9.62M | 5.61% | +61,746+1,763.2% | Added |
| CCM Investment Advisers LLC | 65,177 | $9.61M | 1.36% | −7,939−10.9% | Reduced |
| Moran Wealth Management, LLC | 65,150 | $9.61M | 0.36% | −1,100−1.7% | Reduced |
| Tower Bridge Advisors | 64,984 | $9.58M | 0.78% | −1,896−2.8% | Reduced |
| Allen Investment Management LLC | 64,488 | $9.51M | 0.16% | 00.0% | Unchanged |
| Marvin & Palmer Associates Inc | 64,252 | $9.47M | 4.77% | +6,873+12.0% | Added |
| GDS Wealth Management | 64,198 | $9.47M | 1.67% | −7,895−11.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 63,360 | $9.34M | 0.26% | −19,669−23.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 63,164 | $9.31M | 0.39% | +70.0% | Added |
| Carnegie Capital Asset Management, LLC | 63,161 | $9.31M | 0.37% | +2,416+4.0% | Added |
| Webster Bank, N. A. | 62,965 | $9.28M | 1.21% | −583−0.9% | Reduced |
| Metropolitan Life Insurance Co | 62,724 | $9.25M | 0.47% | −18,911−23.2% | Reduced |
| Dorchester Wealth Management Co | 62,680 | $9.24M | 1.90% | +1,950+3.2% | Added |
| Adviser Investments LLC | 62,345 | $9.19M | 0.22% | +1,555+2.6% | Added |
| Mark Stevens | 62,281 | $9.18M | 1.18% | −4,007−6.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 61,890 | $9.16M | 0.74% | +390+0.6% | Added |
| City Holding Co | 62,059 | $9.15M | 1.65% | −1,416−2.2% | Reduced |
| Franklin Street Advisors Inc | 61,670 | $9.09M | 0.83% | −910−1.5% | Reduced |
| Greystone Financial Group, LLC | 61,343 | $9.05M | 2.28% | +1,927+3.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 60,251 | $8.88M | 0.05% | +56,990+1,747.6% | Added |
| Sculptor Capital LP | 60,000 | $8.85M | 0.22% | +60,000 | New |
| Northern Oak Wealth Management Inc | 59,718 | $8.81M | 1.05% | −1,275−2.1% | Reduced |
| Motco | 59,703 | $8.80M | 0.60% | −744−1.2% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 59,537 | $8.78M | 0.57% | +11,208+23.2% | Added |
| Freemont Management S.A. | 58,600 | $8.64M | 1.27% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 58,449 | $8.62M | 0.30% | +2,312+4.1% | Added |
| Level Four Advisory Services, LLC | 58,376 | $8.61M | 0.56% | −3,234−5.2% | Reduced |
| Savant Capital, LLC | 58,230 | $8.59M | 0.16% | +3,067+5.6% | Added |
| Monarch Capital Management Inc | 57,365 | $8.49M | 2.60% | −2,370−4.0% | Reduced |
| Parsec Financial Management, Inc. | 57,451 | $8.47M | 0.36% | −2,757−4.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 56,946 | $8.40M | 0.13% | −4,036−6.6% | Reduced |
| LS Investment Advisors, LLC | 56,854 | $8.38M | 1.55% | +81+0.1% | Added |
| Richard C. Young & CO., LTD. | 56,727 | $8.36M | 1.15% | −7,822−12.1% | Reduced |
| Magellan Asset Management Ltd | 56,405 | $8.32M | 0.07% | −36,603−39.4% | Reduced |
| Toroso Investments, LLC | 56,387 | $8.31M | 0.27% | −15,526−21.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 56,235 | $8.29M | 0.35% | +758+1.4% | Added |
| Nippon Life Global Investors Americas, Inc. | 56,173 | $8.28M | 0.53% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 56,161 | $8.28M | 0.92% | +2,388+4.4% | Added |
| Valicenti Advisory Services Inc | 56,082 | $8.27M | 2.75% | +3,708+7.1% | Added |
| One Capital Management, LLC | 55,653 | $8.21M | 0.40% | +4,225+8.2% | Added |
| Charter Trust Co | 55,589 | $8.20M | 0.65% | +1,627+3.0% | Added |
| GHP Investment Advisors, Inc. | 55,467 | $8.18M | 0.52% | +1,839+3.4% | Added |
| MMBG Investment Advisors Co. | 55,280 | $8.15M | 1.03% | +15,175+37.8% | Added |
| Quantinno Capital Management LP | 55,247 | $8.15M | 0.54% | +2,132+4.0% | Added |
| Pettyjohn, Wood & White, Inc | 55,199 | $8.14M | 1.99% | −220.0% | Reduced |
| Visionary Wealth Advisors | 55,179 | $8.14M | 0.69% | −423−0.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 54,742 | $8.07M | 1.04% | +150+0.3% | Added |
| Oak Harvest Investment Services | 54,639 | $8.06M | 1.86% | −3,201−5.5% | Reduced |
| Keb Asset Management, LLC | 54,457 | $8.03M | 3.51% | 00.0% | Unchanged |
| Ieq Capital, LLC | 54,089 | $7.98M | 0.18% | +645+1.2% | Added |
| American Assets Investment Management, LLC | 54,000 | $7.96M | 0.92% | 00.0% | Unchanged |
| Sigma Planning Corp | 53,840 | $7.94M | 0.26% | −1,800−3.2% | Reduced |
| Physicians Financial Services, Inc. | 53,650 | $7.91M | 3.35% | +366+0.7% | Added |
| AlphaStar Capital Management, LLC | 55,374 | $7.88M | 0.67% | +4,676+9.2% | Added |
| Adams Asset Advisors, LLC | 53,368 | $7.87M | 1.05% | −8,065−13.1% | Reduced |
| Marietta Wealth Management, LLC | 53,264 | $7.85M | 1.67% | −1,171−2.2% | Reduced |
| Gabelli Funds LLC | 53,225 | $7.85M | 0.06% | +275+0.5% | Added |
| Pacific Global Investment Management CO | 53,051 | $7.82M | 1.71% | −1,698−3.1% | Reduced |
| Colonial Trust Advisors | 53,019 | $7.82M | 0.92% | −585−1.1% | Reduced |
| Bright Rock Capital Management, LLC | 53,000 | $7.81M | 1.95% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 52,906 | $7.80M | 1.75% | +200+0.4% | Added |
| First Manhattan Co | 52,871 | $7.80M | 0.03% | −2,734−4.9% | Reduced |
| First American Bank | 52,791 | $7.78M | 0.71% | +70+0.1% | Added |
| Metis Global Partners, LLC | 52,588 | $7.75M | 0.50% | +16,986+47.7% | Added |
| Allied Investment Advisors, LLC | 52,479 | $7.74M | 2.40% | +1,184+2.3% | Added |
| Osborne Partners Capital Management, LLC | 52,453 | $7.73M | 0.57% | +111+0.2% | Added |
| Polar Capital Holdings Plc | 52,444 | $7.73M | 0.06% | −5,862−10.1% | Reduced |
| Saranac Partners Ltd | 52,284 | $7.71M | 4.55% | +37,109+244.5% | Added |
| Ritholtz Wealth Management | 52,154 | $7.69M | 0.38% | +5,665+12.2% | Added |
| Cresset Asset Management, LLC | 51,911 | $7.68M | 0.15% | −919−1.7% | Reduced |
| Waters Parkerson & Co., LLC | 51,987 | $7.67M | 0.45% | −300−0.6% | Reduced |
| RBF Capital, LLC | 51,774 | $7.63M | 0.55% | 00.0% | Unchanged |
| WS Management LLLP | 51,768 | $7.63M | 1.17% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 51,463 | $7.59M | 0.14% | +51,463 | New |
| Auxier Asset Management | 51,305 | $7.56M | 1.31% | −237−0.5% | Reduced |
| Avitas Wealth Management LLC | 51,211 | $7.55M | 1.48% | −497−1.0% | Reduced |