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 7 sales; 4,426 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Management Partners, LLC | 3,830 | $601.9K | 0.38% | +639+20.0% | Added |
| Sculati Wealth Management, LLC | 3,832 | $602.3K | 0.30% | −284−6.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,836 | $603.0K | 0.35% | −356−8.5% | Reduced |
| Pacific Sage Partners, LLC | 3,846 | $604.4K | 0.18% | +3+0.1% | Added |
| Affinity Wealth Management LLC | 3,860 | $606.8K | 0.14% | +164+4.4% | Added |
| Stone Point Wealth LLC | 3,879 | $609.7K | 0.25% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,883 | $610.3K | 0.40% | −725−15.7% | Reduced |
| Sound Income Strategies, LLC | 3,886 | $610.7K | 0.06% | +494+14.6% | Added |
| Resonate Capital, LLC | 3,889 | $611.3K | 3.96% | +3,889 | New |
| Seven Mile Advisory | 3,892 | $611.7K | 0.71% | +3,892 | New |
| Truadvice, LLC | 3,818 | $611.8K | 0.22% | −189−4.7% | Reduced |
| NFP Retirement, Inc. | 3,893 | $611.9K | 0.11% | +123+3.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,899 | $612.8K | 0.00% | +1,008+34.9% | Added |
| Lodestar Private Asset Management LLC | 3,899 | $612.9K | 0.10% | +26+0.7% | Added |
| Prescott Group Capital Management, L.L.C. | 3,900 | $613.0K | 0.13% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 3,917 | $615.7K | 0.20% | −60−1.5% | Reduced |
| M Holdings Securities, Inc. | 3,923 | $617.0K | 0.13% | −16,030−80.3% | Reduced |
| Edgestream Partners, L.P. | 3,926 | $617.1K | 0.06% | −1,578−28.7% | Reduced |
| Excalibur Management Corp | 3,933 | $618.2K | 0.31% | −154−3.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,946 | $620.3K | 0.07% | +10.0% | Added |
| Avondale Wealth Management | 3,950 | $620.9K | 0.52% | −150−3.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 3,950 | $621.0K | 0.07% | 00.0% | Unchanged |
| Lee Financial Co | 3,961 | $622.5K | 0.11% | −636−13.8% | Reduced |
| Primoris Wealth Advisors, LLC | 3,966 | $623.4K | 0.68% | +10+0.3% | Added |
| Athena Investment Management | 3,967 | $623.6K | 0.43% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 3,978 | $625.0K | 0.44% | +103+2.7% | Added |
| Crescent Sterling, Ltd. | 3,994 | $627.7K | 0.60% | +402+11.2% | Added |
| Washington Trust Bank | 3,997 | $628.2K | 0.06% | −212−5.0% | Reduced |
| Arista Wealth Management, LLC | 4,024 | $632.5K | 0.26% | −4−0.1% | Reduced |
| Ninepoint Partners LP | 4,025 | $632.6K | 0.08% | +4,025 | New |
| Summit Financial Group Inc | 4,033 | $633.9K | 0.25% | −860−17.6% | Reduced |
| Clearview Wealth Advisors LLC | 4,049 | $636.5K | 0.65% | −5,123−55.9% | Reduced |
| Main Street Research LLC | 4,070 | $639.8K | 0.10% | +25+0.6% | Added |
| Concentrum Wealth Management | 4,073 | $640.1K | 0.41% | +1,853+83.5% | Added |
| Lewis Capital Management, LLC | 4,075 | $640.6K | 0.92% | +10.0% | Added |
| Clarus Group, Inc. | 4,084 | $641.9K | 0.47% | +1,392+51.7% | Added |
| Invesco, LLC | 4,086 | $642.3K | 0.32% | +4,086 | New |
| Grant/GrossMendelsohn, LLC | 4,157 | $642.9K | 0.26% | +4,157 | New |
| Tectonic Advisors LLC | 4,102 | $644.8K | 0.08% | −3,903−48.8% | Reduced |
| Northern Oak Wealth Management Inc | 4,119 | $647.4K | 0.08% | −55,599−93.1% | Reduced |
| Derbend Asset Management | 4,120 | $647.6K | 0.44% | +156+3.9% | Added |
| Violich Capital Management, Inc. | 4,121 | $648.0K | 0.10% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 4,130 | $649.2K | 0.32% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 4,136 | $650.1K | 0.08% | +198+5.0% | Added |
| Renasant Bank | 4,146 | $651.7K | 0.53% | +2,160+108.8% | Added |
| Blackhawk Capital Partners LLC. | 4,156 | $653.2K | 0.45% | −1,660−28.5% | Reduced |
| Tiemann Investment Advisors, LLC | 4,170 | $655.6K | 0.33% | −110−2.6% | Reduced |
| Paragon Capital Management Ltd | 4,181 | $657.3K | 0.14% | −51−1.2% | Reduced |
| PSI Advisors, LLC | 4,214 | $662.3K | 0.29% | −36−0.8% | Reduced |
| Hudock, Inc. | 4,217 | $662.9K | 0.16% | −26−0.6% | Reduced |
| Baker Avenue Asset Management, LP | 4,225 | $664.1K | 0.03% | −1,335−24.0% | Reduced |
| Central Bank & Trust Co | 4,242 | $666.7K | 0.11% | −338−7.4% | Reduced |
| SeaBridge Investment Advisors LLC | 4,246 | $667.4K | 0.22% | +4,246 | New |
| Apeiron RIA LLC | 4,251 | $668.1K | 0.23% | +120+2.9% | Added |
| Provence Wealth Management Group | 4,270 | $671.2K | 0.39% | +948+28.5% | Added |
| Hanson & Doremus Investment Management | 4,294 | $675.0K | 0.14% | −126−2.9% | Reduced |
| First Dallas Securities Inc. | 4,306 | $677.0K | 0.38% | +106+2.5% | Added |
| Howard Capital Management Group, LLC | 4,327 | $680.1K | 0.06% | −181−4.0% | Reduced |
| Waterfront Wealth Inc. | 4,280 | $680.4K | 0.20% | −797−15.7% | Reduced |
| Marino, Stram & Associates LLC | 4,335 | $681.4K | 0.19% | +94+2.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,340 | $682.2K | 0.47% | +15+0.3% | Added |
| Hamilton Capital, LLC | 4,342 | $682.5K | 0.05% | +790+22.2% | Added |
| Colton Groome Financial Advisors, LLC | 4,343 | $682.6K | 0.32% | +1,665+62.2% | Added |
| Farther Finance Advisors, LLC | 4,347 | $683.2K | 0.15% | +1,185+37.5% | Added |
| Newman Dignan & Sheerar, Inc. | 4,349 | $683.6K | 0.21% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 4,636 | $683.6K | 0.27% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,350 | $683.7K | 0.47% | 00.0% | Unchanged |
| Bank Hapoalim BM | 4,358 | $685.0K | 0.10% | −825−15.9% | Reduced |
| Cladis Investment Advisory, LLC | 4,364 | $685.9K | 0.60% | −299−6.4% | Reduced |
| Traphagen Investment Advisors LLC | 4,366 | $686.3K | 0.09% | +2,496+133.5% | Added |
| Pure Financial Advisors, Inc. | 4,369 | $686.7K | 0.03% | +68+1.6% | Added |
| Ellenbecker Investment Group | 4,383 | $689.0K | 0.17% | +20+0.5% | Added |
| Vivaldi Capital Management, LLC | 4,385 | $689.3K | 0.21% | +279+6.8% | Added |
| KFA Private Wealth Group, LLC | 4,401 | $691.9K | 0.29% | +17+0.4% | Added |
| Keudell/Morrison Wealth Management | 4,404 | $692.1K | 0.20% | −81−1.8% | Reduced |
| Park Place Capital Corp | 4,408 | $692.9K | 0.20% | +2,383+117.7% | Added |
| City State Bank | 4,408 | $693.0K | 0.37% | −109−2.4% | Reduced |
| AlphaStar Capital Management, LLC | 4,410 | $693.1K | 0.08% | −50,964−92.0% | Reduced |
| Alliance Wealth Advisors, LLC | 4,420 | $694.7K | 0.26% | +277+6.7% | Added |
| RMB Capital Management, LLC | 4,420 | $694.8K | 0.02% | +774+21.2% | Added |
| Wimmer Associates 1, LLC | 4,424 | $695.4K | 0.42% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 4,424 | $695.6K | 0.15% | −262−5.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,440 | $697.9K | 0.11% | +1,000+29.1% | Added |
| Heck Capital Advisors, LLC | 4,447 | $699.0K | 0.12% | −99−2.2% | Reduced |
| Evanson Asset Management, LLC | 4,453 | $700.0K | 0.07% | +28+0.6% | Added |
| Townsend Asset Management Corp | 4,454 | $700.1K | 0.34% | −187−4.0% | Reduced |
| Glassman Wealth Services | 4,461 | $701.3K | 0.11% | −16−0.4% | Reduced |
| Moseley Investment Management Inc | 4,463 | $701.6K | 0.41% | −163−3.5% | Reduced |
| StrategIQ Financial Group, LLC | 4,472 | $703.0K | 0.08% | +154+3.6% | Added |
| Waycross Investment Management Co | 4,473 | $703.1K | 0.73% | −21−0.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,482 | $704.5K | 0.02% | +1,105+32.7% | Added |
| Viawealth, LLC | 4,490 | $705.6K | 0.53% | −123−2.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 4,492 | $706.0K | 0.46% | −1,241−21.6% | Reduced |
| Sabal Trust CO | 4,497 | $706.8K | 0.04% | +940+26.4% | Added |
| Zimmermann Investment Management & Planning LLC | 4,510 | $708.9K | 0.33% | +549+13.9% | Added |
| Eisler Capital (UK) Ltd. | 4,513 | $709.4K | 0.08% | +4,513 | New |
| MQS Management LLC | 4,527 | $711.6K | 0.48% | +4,527 | New |
| Fulcrum Equity Management | 4,528 | $711.7K | 0.83% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,533 | $712.5K | 0.04% | −204−4.3% | Reduced |
| Carlson Capital Management | 4,537 | $713.1K | 0.04% | −121−2.6% | Reduced |