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 |
|---|---|---|---|---|---|
| Signet Investment Advisory Group, Inc. | 31,042 | $4.58M | 3.16% | −199−0.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 31,030 | $4.58M | 1.74% | +1,525+5.2% | Added |
| Proficio Capital Partners LLC | 30,997 | $4.57M | 0.73% | +150.0% | Added |
| Ballentine Partners, LLC | 30,813 | $4.54M | 0.11% | +4,358+16.5% | Added |
| Arete Wealth Advisors, LLC | 30,800 | $4.54M | 0.37% | +1,906+6.6% | Added |
| Holocene Advisors, LP | 30,655 | $4.52M | 0.02% | +30,655 | New |
| Field & Main Bank | 30,491 | $4.50M | 2.68% | +126+0.4% | Added |
| Exeter Financial, LLC | 29,809 | $4.49M | 2.25% | −175−0.6% | Reduced |
| Winton Group Ltd | 30,411 | $4.48M | 0.27% | +5,110+20.2% | Added |
| Harrell Investment Partners, LLC | 30,448 | $4.48M | 1.59% | +1,867+6.5% | Added |
| Moody National Bank Trust Division | 30,359 | $4.48M | 0.38% | −150.0% | Reduced |
| RIA Advisory Group LLC | 30,326 | $4.47M | 2.06% | +30,326 | New |
| Chickasaw Capital Management LLC | 30,312 | $4.47M | 0.24% | −1,135−3.6% | Reduced |
| Choate Investment Advisors | 30,303 | $4.47M | 0.22% | +2,807+10.2% | Added |
| William Allan, LLC | 30,230 | $4.46M | 3.54% | −561−1.8% | Reduced |
| Spring Capital Management, LLC | 30,227 | $4.46M | 3.59% | −90.0% | Reduced |
| Asset Dedication, LLC | 30,214 | $4.45M | 0.41% | +1,121+3.9% | Added |
| Wendell David Associates Inc | 30,156 | $4.45M | 0.53% | −150−0.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 30,318 | $4.44M | 1.17% | +1,785+6.3% | Added |
| Flputnam Investment Management Co | 30,054 | $4.43M | 0.14% | +16,278+118.2% | Added |
| Washington Trust Advisors, Inc. | 30,028 | $4.43M | 0.45% | 00.0% | Unchanged |
| Trust Co of Vermont | 29,936 | $4.41M | 0.31% | +1,705+6.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 29,920 | $4.41M | 0.05% | −76−0.3% | Reduced |
| YHB Investment Advisors, Inc. | 29,873 | $4.40M | 0.44% | +759+2.6% | Added |
| McGuire Investment Group, LLC | 29,790 | $4.39M | 0.87% | −552−1.8% | Reduced |
| WS Portfolio Advisory, LLC | 29,784 | $4.39M | 1.12% | −7,566−20.3% | Reduced |
| RBA Wealth Management, LLC | 29,776 | $4.39M | 2.19% | +885+3.1% | Added |
| IFG Advisory, LLC | 29,724 | $4.38M | 0.41% | +1,097+3.8% | Added |
| Alpha DNA Investment Management LLC | 29,683 | $4.38M | 2.24% | +2,318+8.5% | Added |
| Amarillo National Bank | 29,606 | $4.37M | 0.88% | +37+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 29,238 | $4.31M | 0.19% | −390−1.3% | Reduced |
| Capital Analysts, LLC | 29,228 | $4.31M | 0.25% | +418+1.5% | Added |
| Koshinski Asset Management, Inc. | 29,153 | $4.30M | 0.42% | −1,488−4.9% | Reduced |
| Patton Albertson Miller Group, LLC | 29,123 | $4.29M | 0.79% | +710+2.5% | Added |
| Annandale Capital, LLC | 29,125 | $4.29M | 1.36% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 29,096 | $4.29M | 1.51% | −330−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,080 | $4.29M | 0.26% | −3,691−11.3% | Reduced |
| Millennium Capital Advisors, LLC | 29,079 | $4.29M | 3.84% | +444+1.6% | Added |
| Tokio Marine Asset Management Co Ltd | 29,037 | $4.28M | 0.30% | +3,258+12.6% | Added |
| Riggs Asset Managment Co. Inc. | 28,964 | $4.27M | 1.66% | +174+0.6% | Added |
| Constitution Capital LLC | 28,872 | $4.26M | 2.58% | −332−1.1% | Reduced |
| Pathstone Family Office, LLC | 28,848 | $4.24M | 0.07% | −29,784−50.8% | Reduced |
| Power Corp of Canada | 29,866 | $4.23M | 0.44% | +29,866 | New |
| Mechanics Bank Trust Department | 28,593 | $4.22M | 0.71% | −1,090−3.7% | Reduced |
| Nations Financial Group Inc, | 28,574 | $4.21M | 0.44% | +421+1.5% | Added |
| Comerica Securities,inc. | 28,456 | $4.21M | 0.31% | +852+3.1% | Added |
| Sound View Wealth Advisors Group, LLC | 28,557 | $4.21M | 0.58% | −3,266−10.3% | Reduced |
| NBT Bank N A | 28,531 | $4.21M | 0.61% | +24+0.1% | Added |
| Estabrook Capital Management | 28,525 | $4.21M | 0.73% | −462−1.6% | Reduced |
| Ci Investments Inc. | 28,487 | $4.20M | 0.02% | −855−2.9% | Reduced |
| SignalPoint Asset Management, LLC | 28,458 | $4.20M | 1.37% | +91+0.3% | Added |
| First Citizens Bank & Trust Co | 28,325 | $4.18M | 0.08% | +6,221+28.1% | Added |
| Inscription Capital, LLC | 28,299 | $4.17M | 1.10% | +343+1.2% | Added |
| Legacy Wealth Management, LLC | 28,234 | $4.16M | 2.30% | 00.0% | Unchanged |
| Little House Capital LLC | 28,128 | $4.15M | 1.95% | −9,033−24.3% | Reduced |
| Consolidated Planning Corp | 28,119 | $4.15M | 1.07% | +24,003+583.2% | Added |
| Windward Capital Management Co | 27,954 | $4.12M | 0.38% | +21+0.1% | Added |
| Institutional & Family Asset Management, LLC | 27,747 | $4.09M | 0.68% | +345+1.3% | Added |
| J.W. Cole Advisors, Inc. | 27,707 | $4.09M | 0.29% | +2,911+11.7% | Added |
| Capital City Trust Co | 27,692 | $4.08M | 1.30% | +262+1.0% | Added |
| CMT Capital Markets Trading GmbH | 27,676 | $4.08M | 4.95% | +7,535+37.4% | Added |
| Kavar Capital Partners Group, LLC | 27,658 | $4.08M | 0.88% | −409−1.5% | Reduced |
| Rothschild Investment Corp | 27,635 | $4.08M | 0.36% | −1,094−3.8% | Reduced |
| Hall Capital Management Co Inc | 27,584 | $4.07M | 2.41% | +66+0.2% | Added |
| Jump Financial, LLC | 27,556 | $4.06M | 0.17% | +27,556 | New |
| Money Concepts Capital Corp | 27,314 | $4.06M | 0.23% | −25,900−48.7% | Reduced |
| Bank of Hawaii | 27,510 | $4.06M | 0.24% | +517+1.9% | Added |
| Concentric Capital Strategies, LP | 27,503 | $4.06M | 1.36% | +7,688+38.8% | Added |
| Commonwealth Retirement Investments LLC | 27,418 | $4.04M | 2.40% | +322+1.2% | Added |
| Kingsview Wealth Management, LLC | 27,391 | $4.04M | 0.17% | −23,969−46.7% | Reduced |
| Ameritas Investment Partners, Inc. | 27,379 | $4.04M | 0.16% | +161+0.6% | Added |
| Bridges Investment Management Inc | 27,373 | $4.04M | 0.14% | −250−0.9% | Reduced |
| Cumberland Partners Ltd | 27,372 | $4.04M | 0.40% | +7,358+36.8% | Added |
| Adell Harriman & Carpenter Inc | 27,317 | $4.03M | 0.43% | +667+2.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 27,225 | $4.01M | 0.02% | −28,465−51.1% | Reduced |
| NovaPoint Capital, LLC | 27,160 | $4.00M | 1.64% | +855+3.3% | Added |
| Horan Capital Advisors, LLC. | 27,117 | $4.00M | 1.65% | +124+0.5% | Added |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $4.00M | 2.78% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 28,160 | $3.99M | 1.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 27,067 | $3.99M | 1.00% | −772−2.8% | Reduced |
| BerganKDV Wealth Management, LLC | 26,988 | $3.98M | 0.41% | +1,826+7.3% | Added |
| Keel Point, LLC | 26,953 | $3.97M | 0.57% | −311−1.1% | Reduced |
| Clearstead Advisors, LLC | 26,890 | $3.96M | 0.29% | −293−1.1% | Reduced |
| Ar Asset Management Inc | 26,800 | $3.95M | 1.06% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 26,686 | $3.95M | 0.26% | 00.0% | Unchanged |
| Berkshire Bank | 26,761 | $3.95M | 1.17% | −354−1.3% | Reduced |
| Gladstone Institutional Advisory LLC | 26,674 | $3.93M | 0.25% | +7,373+38.2% | Added |
| Apollon Wealth Management, LLC | 26,614 | $3.92M | 0.24% | −415−1.5% | Reduced |
| Quest Investment Management LLC | 26,580 | $3.92M | 0.54% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 26,543 | $3.91M | 0.17% | +1,321+5.2% | Added |
| Evercore Wealth Management, LLC | 26,439 | $3.90M | 0.08% | −364−1.4% | Reduced |
| Slow Capital, Inc. | 26,311 | $3.88M | 0.73% | +5,359+25.6% | Added |
| Northcape Wealth Management, LLC | 26,294 | $3.88M | 1.40% | +8,691+49.4% | Added |
| Silvercrest Asset Management Group LLC | 26,290 | $3.88M | 0.03% | −80−0.3% | Reduced |
| HBK Sorce Advisory LLC | 26,228 | $3.87M | 0.18% | −26,062−49.8% | Reduced |
| Spire Wealth Management | 26,115 | $3.85M | 0.15% | −25,696−49.6% | Reduced |
| Financial Advisory Partners, LLC | 26,029 | $3.84M | 1.52% | +123+0.5% | Added |
| Arrow Financial Corp | 26,000 | $3.83M | 0.50% | +694+2.7% | Added |
| Waldron Private Wealth LLC | 25,959 | $3.83M | 0.19% | +452+1.8% | Added |
| RFG Advisory, LLC | 25,900 | $3.82M | 0.19% | −425−1.6% | Reduced |