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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 51,155 | $7.54M | 1.19% | +50.0% | Added |
| Griffin Asset Management, Inc. | 51,042 | $7.53M | 1.05% | +2,664+5.5% | Added |
| TLW Wealth Management, LLC | 51,021 | $7.52M | 5.68% | −392−0.8% | Reduced |
| Burney Co | 50,899 | $7.51M | 0.37% | −1,794−3.4% | Reduced |
| Toth Financial Advisory Corp | 50,868 | $7.50M | 1.17% | +2,237+4.6% | Added |
| Fiduciary Trust Co | 50,848 | $7.50M | 0.14% | −723−1.4% | Reduced |
| Jefferies Financial Group Inc. | 50,757 | $7.48M | 0.16% | −4,644−8.4% | Reduced |
| Gladius Capital Management LP | 50,740 | $7.48M | 2.30% | −74,616−59.5% | Reduced |
| Terry L. Blaker | 50,675 | $7.47M | 0.67% | −279−0.5% | Reduced |
| Atwater Malick LLC | 50,665 | $7.47M | 3.50% | +800+1.6% | Added |
| Bleakley Financial Group, LLC | 50,664 | $7.47M | 0.25% | +1,201+2.4% | Added |
| Mattern Capital Management, LLC | 50,406 | $7.43M | 1.31% | +859+1.7% | Added |
| TownSquare Capital, LLC | 50,212 | $7.40M | 0.16% | +1,693+3.5% | Added |
| Horizon Investments, LLC | 50,231 | $7.38M | 0.22% | −14,247−22.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 49,899 | $7.36M | 0.60% | −1,183−2.3% | Reduced |
| FRG Family Wealth Advisors LLC | 49,833 | $7.35M | 1.68% | −250−0.5% | Reduced |
| Legacy Private Trust Co. | 49,790 | $7.34M | 0.63% | −130.0% | Reduced |
| Thoroughbred Financial Services, LLC | 49,735 | $7.33M | 1.08% | −1,377−2.7% | Reduced |
| K.J. Harrison & Partners Inc | 49,695 | $7.33M | 1.48% | +9,560+23.8% | Added |
| Ascent Group, LLC | 49,564 | $7.31M | 0.78% | +3,376+7.3% | Added |
| Ascent Wealth Partners, LLC | 48,536 | $7.16M | 1.44% | +189+0.4% | Added |
| Bridgecreek Investment Management, LLC | 48,440 | $7.14M | 1.47% | −425−0.9% | Reduced |
| Associated Banc-Corp | 48,384 | $7.13M | 0.29% | +1,571+3.4% | Added |
| Cardinal Capital Management | 48,058 | $7.11M | 1.48% | +235+0.5% | Added |
| Old National Bancorp | 48,214 | $7.11M | 0.22% | +2,454+5.4% | Added |
| Alberta Investment Management Corp | 48,006 | $7.08M | 0.07% | −48,673−50.3% | Reduced |
| Barbara Oil Co. | 48,000 | $7.08M | 3.39% | 00.0% | Unchanged |
| First Personal Financial Services | 47,972 | $7.07M | 1.83% | +511+1.1% | Added |
| Meridian Management Co | 47,755 | $7.04M | 2.31% | +202+0.4% | Added |
| Leavell Investment Management, Inc. | 47,482 | $7.03M | 0.50% | −1,236−2.5% | Reduced |
| Northwest & Ethical Investments L.P. | 47,656 | $7.03M | 0.23% | +2,250+5.0% | Added |
| TD Private Client Wealth LLC | 47,634 | $7.02M | 0.32% | +7,640+19.1% | Added |
| Allworth Financial LP | 47,287 | $6.97M | 0.07% | +2,296+5.1% | Added |
| Northwest Bancshares, Inc. | 47,151 | $6.95M | 1.34% | +664+1.4% | Added |
| Boston Research & Management Inc | 47,071 | $6.94M | 2.07% | +580+1.2% | Added |
| Pittenger & Anderson Inc | 47,028 | $6.93M | 0.36% | −694−1.5% | Reduced |
| WoodTrust Financial Corp | 46,930 | $6.92M | 1.34% | +953+2.1% | Added |
| Headinvest, LLC | 46,729 | $6.89M | 1.51% | −1,890−3.9% | Reduced |
| Community Bank, N.A. | 46,684 | $6.88M | 0.93% | −220.0% | Reduced |
| Erste Asset Management GmbH | 46,674 | $6.88M | 0.13% | −41,015−46.8% | Reduced |
| Veritable, L.P. | 46,511 | $6.86M | 0.12% | +1,053+2.3% | Added |
| Ostrum Asset Management | 46,464 | $6.85M | 0.60% | +46,464 | New |
| First National Bank of Mount Dora, Trust Investment Services | 46,218 | $6.81M | 2.06% | +10,117+28.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 46,155 | $6.81M | 0.92% | +1,590+3.6% | Added |
| Jacobi Capital Management LLC | 46,075 | $6.79M | 0.81% | +434+1.0% | Added |
| Bradley Foster & Sargent Inc | 45,856 | $6.76M | 0.16% | −256−0.6% | Reduced |
| Fragasso Group Inc. | 45,815 | $6.76M | 0.77% | +1,184+2.7% | Added |
| Chemung Canal Trust Co | 45,758 | $6.75M | 1.55% | −208−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 45,616 | $6.73M | 0.31% | +17,316+61.2% | Added |
| V Wealth Advisors LLC | 45,611 | $6.73M | 1.26% | +159+0.3% | Added |
| Coldstream Capital Management Inc | 45,595 | $6.72M | 0.23% | +110.0% | Added |
| Signaturefd, LLC | 45,481 | $6.71M | 0.18% | +439+1.0% | Added |
| Ontario Teachers Pension Plan Board | 45,382 | $6.69M | 0.07% | +45,382 | New |
| Wetherby Asset Management Inc | 45,329 | $6.68M | 0.39% | −967−2.1% | Reduced |
| Roundview Capital LLC | 45,201 | $6.66M | 0.70% | +251+0.6% | Added |
| Greenleaf Trust | 44,962 | $6.63M | 0.07% | +641+1.4% | Added |
| Stock Yards Bank & Trust Co | 44,896 | $6.62M | 0.25% | +3,956+9.7% | Added |
| Whittier Trust Co of Nevada Inc | 44,863 | $6.62M | 0.24% | +150+0.3% | Added |
| Banque Cantonale Vaudoise | 44,732 | $6.60M | 0.32% | −7,257−14.0% | Reduced |
| New England Asset Management Inc | 44,725 | $6.59M | 0.98% | −11,725−20.8% | Reduced |
| Covington Investment Advisors Inc. | 44,649 | $6.58M | 1.45% | +760+1.7% | Added |
| Teza Capital Management LLC | 44,557 | $6.57M | 1.42% | +9,872+28.5% | Added |
| Richard Bernstein Advisors LLC | 44,512 | $6.56M | 0.14% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 44,502 | $6.56M | 0.37% | −93,588−67.8% | Reduced |
| United Fire Group Inc | 44,500 | $6.56M | 4.12% | 00.0% | Unchanged |
| Caldwell Trust Co | 44,458 | $6.56M | 0.91% | −554−1.2% | Reduced |
| Carret Asset Management, LLC | 44,414 | $6.55M | 0.91% | −2,665−5.7% | Reduced |
| Cipher Capital LP | 44,257 | $6.53M | 1.20% | +21,535+94.8% | Added |
| Laurel Wealth Advisors LLC | 44,156 | $6.51M | 1.39% | +2,010+4.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 44,081 | $6.50M | 0.17% | −155−0.4% | Reduced |
| JB Capital LLC | 43,976 | $6.48M | 0.59% | +711+1.6% | Added |
| Vinva Investment Management Ltd | 44,423 | $6.47M | 0.55% | +44,423 | New |
| Fulton Bank, N.A. | 43,656 | $6.44M | 0.34% | +4,484+11.4% | Added |
| Parallel Advisors, LLC | 43,418 | $6.40M | 0.22% | +913+2.1% | Added |
| Twinbeech Capital LP | 43,395 | $6.40M | 0.13% | −310,466−87.7% | Reduced |
| Cypress Capital Group | 43,294 | $6.38M | 0.98% | −1,456−3.3% | Reduced |
| First Interstate Bank | 43,241 | $6.38M | 0.49% | −113−0.3% | Reduced |
| Perfromance Wealth Partners, LLC | 43,101 | $6.36M | 0.33% | +3,464+8.7% | Added |
| Goelzer Investment Management, Inc. | 43,080 | $6.35M | 0.55% | +112+0.3% | Added |
| IHT Wealth Management, LLC | 43,047 | $6.35M | 0.36% | +2,065+5.0% | Added |
| O'Brien Greene & Co. Inc | 42,979 | $6.34M | 2.37% | −424−1.0% | Reduced |
| Woodstock Corp | 42,829 | $6.32M | 0.81% | +562+1.3% | Added |
| Hayek Kallen Investment Management | 42,786 | $6.31M | 2.85% | +609+1.4% | Added |
| Great Lakes Advisors, LLC | 42,735 | $6.30M | 0.06% | −49,469−53.7% | Reduced |
| Valeo Financial Advisors, LLC | 42,558 | $6.28M | 0.30% | +1,931+4.8% | Added |
| Iyo Bank, Ltd. | 42,540 | $6.27M | 3.67% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 42,684 | $6.24M | 0.50% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 42,158 | $6.22M | 5.39% | +510+1.2% | Added |
| Sitrin Capital Management LLC | 42,060 | $6.20M | 3.76% | −463−1.1% | Reduced |
| Assetmark, Inc | 42,023 | $6.20M | 0.03% | +4,811+12.9% | Added |
| Greenline Partners, LLC | 42,021 | $6.20M | 1.18% | −8,720−17.2% | Reduced |
| Shelton Capital Management | 41,940 | $6.18M | 0.26% | +14,940+55.3% | Added |
| Lighthouse Investment Partners, LLC | 41,885 | $6.18M | 0.54% | +41,885 | New |
| Addenda Capital Inc. | 41,583 | $6.16M | 0.25% | −321−0.8% | Reduced |
| Two Sigma Securities, LLC | 41,545 | $6.13M | 0.51% | +36,099+662.9% | Added |
| Arkadios Wealth Advisors | 41,490 | $6.12M | 0.73% | −170−0.4% | Reduced |
| Pinnacle Financial Partners Inc | 41,273 | $6.09M | 0.16% | −1,469−3.4% | Reduced |
| Weik Capital Management | 41,102 | $6.06M | 2.77% | −555−1.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 41,067 | $6.05M | 0.10% | −1,476−3.5% | Reduced |
| Stratos Wealth Partners, LTD. | 40,936 | $6.04M | 0.16% | −12,825−23.9% | Reduced |