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 |
|---|---|---|---|---|---|
| JGP Wealth Management, LLC | 40,437 | $5.96M | 1.05% | +653+1.6% | Added |
| Balentine LLC | 40,394 | $5.96M | 0.20% | −1,076−2.6% | Reduced |
| Veriti Management LLC | 40,354 | $5.95M | 0.71% | −460−1.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 40,336 | $5.95M | 2.05% | +40,336 | New |
| Cohen Klingenstein LLC | 40,300 | $5.94M | 0.28% | 00.0% | Unchanged |
| Investment House LLC | 40,107 | $5.91M | 0.49% | +2,775+7.4% | Added |
| Nwi Management LP | 40,000 | $5.90M | 0.94% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $5.90M | 0.91% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 39,977 | $5.89M | 2.19% | +1,176+3.0% | Added |
| Engineers Gate Manager LP | 39,963 | $5.89M | 0.25% | −16,906−29.7% | Reduced |
| Quantbot Technologies LP | 39,900 | $5.88M | 0.42% | +39,900 | New |
| Park Avenue Securities LLC | 39,876 | $5.88M | 0.10% | +745+1.9% | Added |
| Eagle Asset Management Inc | 39,772 | $5.86M | 0.03% | +2,109+5.6% | Added |
| Integrated Wealth Concepts LLC | 39,517 | $5.83M | 0.12% | +3,902+11.0% | Added |
| Csenge Advisory Group | 39,512 | $5.83M | 0.42% | +643+1.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 39,414 | $5.81M | 0.15% | +16,633+73.0% | Added |
| Empirical Finance, LLC | 39,272 | $5.79M | 0.54% | +1,984+5.3% | Added |
| Zweig-DiMenna Associates LLC | 39,000 | $5.75M | 0.78% | +39,000 | New |
| EFG Asset Management (Americas) Corp. | 38,968 | $5.75M | 1.37% | +6,810+21.2% | Added |
| Hixon Zuercher, LLC | 38,918 | $5.74M | 3.40% | +1,732+4.7% | Added |
| Strategic Wealth Partners, Ltd. | 38,653 | $5.70M | 0.87% | +1,641+4.4% | Added |
| Trustmark National Bank Trust Department | 38,615 | $5.69M | 0.52% | −1,008−2.5% | Reduced |
| SFMG, LLC | 38,613 | $5.69M | 0.61% | −759−1.9% | Reduced |
| Bahl & Gaynor Inc | 38,550 | $5.68M | 0.03% | +3,155+8.9% | Added |
| Canal Capital Management, LLC | 38,542 | $5.68M | 1.25% | +961+2.6% | Added |
| Conning Inc. | 38,337 | $5.65M | 0.19% | −3,381−8.1% | Reduced |
| Ancora Advisors, LLC | 38,277 | $5.64M | 0.16% | +2,835+8.0% | Added |
| Natixis | 38,176 | $5.63M | 0.05% | +37,978+19,180.8% | Added |
| Hudson Valley Investment Advisors Inc | 38,804 | $5.61M | 0.78% | +18,998+95.9% | Added |
| Advanced Asset Management Advisors Inc | 37,649 | $5.55M | 1.35% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 37,645 | $5.55M | 1.77% | +30+0.1% | Added |
| Riverview Capital Advisers, LLC | 37,615 | $5.55M | 2.39% | −125−0.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 37,472 | $5.53M | 3.16% | +2,455+7.0% | Added |
| Everence Capital Management Inc | 37,380 | $5.51M | 0.45% | 00.0% | Unchanged |
| Change Path, LLC | 37,383 | $5.51M | 0.27% | +4,772+14.6% | Added |
| Cornerstone Wealth Group, LLC | 37,311 | $5.50M | 0.98% | −818−2.1% | Reduced |
| Symmetry Partners, LLC | 37,227 | $5.49M | 0.30% | +14,254+62.0% | Added |
| Mutual Advisors, LLC | 37,095 | $5.47M | 0.22% | +6,497+21.2% | Added |
| Point72 Middle East FZE | 37,074 | $5.47M | 0.31% | +2,073+5.9% | Added |
| Hourglass Capital, LLC | 37,070 | $5.47M | 1.97% | −400−1.1% | Reduced |
| Cornerstone Wealth Management, LLC | 37,059 | $5.46M | 0.54% | +37,059 | New |
| Pavion Blue Capital, LLC | 36,961 | $5.45M | 3.36% | −257−0.7% | Reduced |
| Berger Financial Group, Inc | 36,935 | $5.45M | 0.66% | +11,592+45.7% | Added |
| Financial & Tax Architects, LLC | 36,877 | $5.44M | 1.79% | +1,876+5.4% | Added |
| Investment Advisory Services Inc | 36,862 | $5.44M | 2.68% | +253+0.7% | Added |
| Ossiam | 36,774 | $5.42M | 0.11% | +28,834+363.1% | Added |
| Buckingham Strategic Wealth, LLC | 38,102 | $5.40M | 0.10% | 00.0% | Unchanged |
| King Wealth | 36,625 | $5.40M | 1.19% | −129−0.4% | Reduced |
| Family Management Corp | 36,556 | $5.39M | 1.24% | −1,328−3.5% | Reduced |
| Fundamentun, LLC | 36,356 | $5.36M | 0.90% | −53−0.1% | Reduced |
| Carlson Capital L P | 35,700 | $5.26M | 0.50% | +35,700 | New |
| Asahi Life Asset Management Co., Ltd. | 35,664 | $5.26M | 1.67% | +2,095+6.2% | Added |
| Diversified Trust Co | 35,600 | $5.25M | 0.20% | +154+0.4% | Added |
| Buck Wealth Strategies, LLC | 35,562 | $5.24M | 2.56% | +35,562 | New |
| Strategic Blueprint, LLC | 35,230 | $5.19M | 0.53% | +1,016+3.0% | Added |
| Royal Fund Management, LLC | 35,150 | $5.18M | 0.78% | +722+2.1% | Added |
| Baugh & Associates, LLC | 34,478 | $5.17M | 3.30% | −650−1.9% | Reduced |
| Grassi Investment Management | 34,707 | $5.12M | 0.64% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 34,338 | $5.06M | 1.57% | −584−1.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 34,300 | $5.06M | 0.10% | +34,300 | New |
| Moreno Evelyn V | 34,198 | $5.04M | 1.14% | +229+0.7% | Added |
| Busey Wealth Management | 34,110 | $5.03M | 0.21% | +124+0.4% | Added |
| Agf Management Ltd | 33,926 | $5.00M | 0.03% | −177,993−84.0% | Reduced |
| Wesleyan Assurance Society | 33,750 | $4.97M | 0.58% | 00.0% | Unchanged |
| Wedbush Securities Inc | 36,267 | $4.97M | 0.25% | −2,970−7.6% | Reduced |
| Acropolis Investment Management, LLC | 33,632 | $4.96M | 0.41% | +147+0.4% | Added |
| Capital Investment Advisors, LLC | 33,430 | $4.93M | 0.15% | −121−0.4% | Reduced |
| United Capital Management of KS, Inc. | 33,398 | $4.92M | 1.84% | +1,188+3.7% | Added |
| Meiji Yasuda Life Insurance Co | 33,383 | $4.92M | 0.10% | −5,031−13.1% | Reduced |
| Bogart Wealth, LLC | 33,346 | $4.92M | 0.33% | +12,373+59.0% | Added |
| L & S Advisors Inc | 33,265 | $4.90M | 0.69% | −2,148−6.1% | Reduced |
| Red Door Wealth Management, LLC | 33,263 | $4.90M | 1.54% | +1,195+3.7% | Added |
| GQG Partners LLC | 33,254 | $4.90M | 0.01% | −6,972,104−99.5% | Reduced |
| Baker Chad R | 33,000 | $4.87M | 1.24% | 00.0% | Unchanged |
| Asset Planning Services Inc | 32,955 | $4.86M | 3.08% | +435+1.3% | Added |
| Graypoint LLC | 32,840 | $4.84M | 0.53% | −8,558−20.7% | Reduced |
| Keeler Thomas Management LLC | 32,504 | $4.79M | 2.25% | −16,593−33.8% | Reduced |
| Venture Visionary Partners LLC | 32,345 | $4.77M | 0.30% | +491+1.5% | Added |
| Woodline Partners LP | 32,311 | $4.76M | 0.07% | −54,677−62.9% | Reduced |
| Jacobs & Co | 32,290 | $4.76M | 0.59% | −450−1.4% | Reduced |
| Strategy Asset Managers LLC | 32,208 | $4.75M | 1.16% | +2,672+9.0% | Added |
| Hamilton Point Investment Advisors, LLC | 32,078 | $4.75M | 1.16% | +776+2.5% | Added |
| GFS Advisors, LLC | 32,195 | $4.75M | 1.09% | −4,578−12.4% | Reduced |
| Alps Advisors Inc | 32,106 | $4.73M | 0.04% | −2,063−6.0% | Reduced |
| Ameritas Advisory Services, LLC | 31,635 | $4.73M | 0.24% | −16,378−34.1% | Reduced |
| Opus Investment Management Inc | 32,000 | $4.72M | 1.70% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 32,000 | $4.72M | 1.25% | +31,595+7,801.2% | Added |
| Meridian Wealth Management, LLC | 31,953 | $4.71M | 0.41% | +375+1.2% | Added |
| Tradewinds, LLC. | 31,861 | $4.70M | 2.85% | +31,861 | New |
| Loomis Sayles & Co L P | 31,852 | $4.70M | 0.01% | +602+1.9% | Added |
| Ergoteles LLC | 31,852 | $4.70M | 0.18% | +27,962+718.8% | Added |
| Spinnaker Trust | 31,837 | $4.69M | 0.36% | −138−0.4% | Reduced |
| Summit Global Investments | 31,803 | $4.69M | 0.36% | −10,342−24.5% | Reduced |
| Horrell Capital Management, Inc. | 31,674 | $4.67M | 1.46% | +184+0.6% | Added |
| Proequities, Inc. | 31,380 | $4.64M | 0.36% | +717+2.3% | Added |
| Seven Eight Capital, LP | 31,454 | $4.64M | 0.97% | +31,454 | New |
| Texas Yale Capital Corp. | 31,404 | $4.63M | 0.24% | +17+0.1% | Added |
| Aaron Wealth Advisors | 31,323 | $4.62M | 0.64% | −291−0.9% | Reduced |
| Journey Advisory Group, LLC | 31,137 | $4.59M | 0.73% | −2,076−6.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 31,121 | $4.59M | 1.68% | +584+1.9% | Added |