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Livermore
Livermore
ZHEN

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; 4,425 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, Q2 2023

Institutional positions in Walmart Inc. as of Jun 30, 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
2,883
+50 vs. Q1 2023
Shares held
917.9M
+27.4M (+3.1%) vs. Q1 2023
Total value
$143.0B
+$12.1B (+9.2%) vs. Q1 2023
New holders
173
1,213 more added
Sold out
123
1,130 more reduced

26 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 2,883 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ2 2023: $143.0B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q1 2023.

Institutions holding WMT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank4,473$510.01%+4,473New
Kessler Investment Group, LLC2$3140.00%00.0%Unchanged
Mendota Financial Group, LLC3$4720.00%−6−66.7%Reduced
PEAK6 Investments LLC4$5900.00%+4New
China Universal Asset Management Co., Ltd.5$7860.00%00.0%Unchanged
Insight Financial Services10$1.57K0.00%00.0%Unchanged
Kozak & Associates, Inc.10$1.58K0.00%00.0%Unchanged
PayPay Securities Corp22$3.46K0.21%−10−31.3%Reduced
Artemis Wealth Advisors, LLC26$4.12K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC29$4.56K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.30$4.71K0.01%−30−50.0%Reduced
USA Financial Portformulas Corp31$4.87K0.01%00.0%Unchanged
Safeguard Financial, LLC38$5.00K0.00%+38New
PFS Partners, LLC37$5.88K0.00%00.0%Unchanged
Eukles Asset Management38$5.97K0.00%00.0%Unchanged
Sofos Investments, Inc.6,776$5.99K0.03%+18+0.3%Added
Barrett & Company, Inc.41$6.44K0.00%00.0%Unchanged
Centiva Capital, LP42$6.60K0.00%−4,297−99.0%Reduced
Tfo-TDC, LLC46$7.23K0.00%00.0%Unchanged
DB Wealth Management Group, LLC47$7.39K0.00%00.0%Unchanged
Tortoise Investment Management, LLC50$7.86K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC50$7.86K0.01%00.0%Unchanged
Lam Group, Inc.50$7.86K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC48$8.00K0.01%+48New
Macroview Investment Management LLC53$8.34K0.01%+1+1.9%Added
WFA of San Diego, LLC59$9.27K0.01%+59New
Iron Horse Wealth Management, LLC74$11.6K0.01%00.0%Unchanged
HighMark Wealth Management LLC78$12.3K0.01%−5−6.0%Reduced
Cutler Group LP87$13.0K0.00%−20,836−99.6%Reduced
Legend Financial Advisors, Inc.86$13.5K0.01%00.0%Unchanged
Avalon Trust Co100$15.7K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.101$15.9K0.02%+101New
Kenfarb & Co.102$16.0K0.01%00.0%Unchanged
Stephenson National Bank & Trust105$16.5K0.01%00.0%Unchanged
Mascoma Wealth Management LLC104$16.7K0.01%−426−80.4%Reduced
Cypress Capital Management LLC (WY)115$18.1K0.02%00.0%Unchanged
Nordwand Advisors, LLC122$19.2K0.00%+22+22.0%Added
Antonetti Capital Management LLC125$19.6K0.03%−600−82.8%Reduced
Retirement Group, LLC125$19.7K0.01%−73−36.9%Reduced
Roble, Belko & Company, Inc126$20.0K0.00%+7+5.9%Added
Investment Research & Advisory Group, Inc.131$20.6K0.01%+1+0.8%Added
Raffa Wealth Management, LLC132$20.8K0.01%−275−67.6%Reduced
Northwest Capital Management Inc146$23.0K0.01%+146New
IAG Wealth Partners, LLC147$23.0K0.01%−300−67.1%Reduced
Ridgewood Investments LLC150$23.6K0.01%00.0%Unchanged
NewSquare Capital LLC174$27.3K0.00%−16−8.4%Reduced
PFG Private Wealth Management, LLC176$27.7K0.02%+176New
Highline Wealth Partners LLC182$28.5K0.02%+2+1.1%Added
Financial Avengers, Inc.191$30.1K0.02%+1+0.5%Added
Tacita Capital Inc200$31.0K0.02%00.0%Unchanged
Ulland Investment Advisors, LLC195$31.0K0.03%00.0%Unchanged
JDM Financial Group LLC200$31.4K0.03%+2+1.0%Added
FSC Wealth Advisors, LLC200$31.4K0.03%00.0%Unchanged
Halpern Financial, Inc.200$31.4K0.01%00.0%Unchanged
Stone House Investment Management, LLC207$32.5K0.01%+2+1.0%Added
Marquette Asset Management, LLC216$34.0K0.01%+216New
Ogorek Anthony Joseph228$35.0K0.01%00.0%Unchanged
Knott David M Jr225$35.0K0.01%00.0%Unchanged
Lipe & Dalton220$35.0K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC223$35.1K0.02%00.0%Unchanged
Morton Brown Family Wealth, LLC226$35.5K0.02%+10+4.6%Added
Cedar Wealth Management, LLC226$35.5K0.01%00.0%Unchanged
Quarry LP230$36.2K0.02%−97−29.7%Reduced
Union Savings Bank231$36.9K0.02%+231New
Activest Wealth Management441$37.7K0.03%−6−1.3%Reduced
Princeton Global Asset Management LLC247$38.8K0.01%00.0%Unchanged
Piscataqua Savings Bank265$41.7K0.03%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.10$44.4K0.03%−270−96.4%Reduced
Lowe Wealth Advisors, LLC284$44.6K0.02%00.0%Unchanged
Grayhawk Investment Strategies Inc.298$46.8K0.03%00.0%Unchanged
Wellington Shields Capital Management, LLC300$47.2K0.01%00.0%Unchanged
Timber Creek Capital Management LLC300$47.2K0.02%00.0%Unchanged
VisionPoint Advisory Group, LLC301$47.3K0.02%+301New
Cape Investment Advisory, Inc.309$48.6K0.03%+1+0.3%Added
VitalStone Financial, LLC351$52.0K0.03%+351New
Cassady Schiller Wealth Management, LLC332$52.2K0.03%00.0%Unchanged
Perkins Coie Trust Co337$53.0K0.02%−15−4.3%Reduced
McClarren Financial Advisors, Inc.349$54.0K0.04%+3+0.9%Added
SJS Investment Consulting Inc.345$54.2K0.01%−15−4.2%Reduced
One River Asset Management, LLC355$54.8K0.04%−3,284−90.2%Reduced
Harvest Fund Management Co., Ltd358$56.0K0.01%00.0%Unchanged
Sit Investment Associates Inc354$56.0K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.363$57.1K0.03%−381−51.2%Reduced
Intrepid Capital Management Inc367$57.6K0.04%+367New
Brown, Lisle/Cummings, Inc.370$58.2K0.03%−50−11.9%Reduced
America First Investment Advisors, LLC371$58.3K0.02%00.0%Unchanged
Operose Advisors LLC380$59.7K0.03%+380New
Horizon Bancorp Inc380$60.0K0.04%+50+15.2%Added
Providence Capital Advisors, LLC400$62.9K0.02%−31,600−98.8%Reduced
Stonehage Fleming Financial Services Holdings Ltd400$62.9K0.00%+400New
AlphaMark Advisors, LLC408$64.0K0.03%−216−34.6%Reduced
Coastal Capital Group, Inc.422$66.4K0.01%+3+0.7%Added
Kelly Financial Services LLC440$69.2K0.03%00.0%Unchanged
Beaird Harris Wealth Management, LLC443$69.6K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.447$70.2K0.01%−23−4.9%Reduced
Red Tortoise LLC461$72.5K0.05%00.0%Unchanged
GW&K Investment Management, LLC475$75.0K0.00%+475New
Koesten, Hirschmann & Crabtree, INC.483$75.9K0.06%−39−7.5%Reduced
KB Financial Partners, LLC501$79.0K0.02%−2−0.4%Reduced
Ritter Daniher Financial Advisory LLC506$79.5K0.03%+35+7.4%Added